Northstar EV Infrastructure
EV Infrastructure Workspace
Sarah Miller
Owner
Growth / Revenue Workflow
Syntra DemoTurn EV infrastructure opportunities into researched, branded, approval-ready proposal packages.
Project Coordinator
Workflow control layer & approval gating
7
Projects Blocked
Awaiting approval or missing inputs
6
Missing Inputs
Across opportunities and proposals
7
Approval Items Waiting
Across all categories
1
Proposal Packages Ready
Ready for final review
1
Smartsheet Updates Ready
Awaiting approval to sync
5
Active Opportunities
Across all stages
3
Proposal Drafts Ready
Prepared for review
4
Research Items Open
In progress
2
Business Cases Needed
ROI/TCO assumptions pending
$1.2M
Demo Pipeline Value
Fictional demo estimate
Money-Making Workflow
From opportunity intake to human-approved proposal package
Opportunity comes in
CompletedAgent: Project Coordinator
New EV infrastructure opportunity captured from intake form or discovery call.
Research Agent builds prospect profile
CompletedAgent: Research Agent
Public company profile, industry pain points, and relevant incentive context compiled.
Marketing / Proposal Agent drafts proposal outline
In ProgressGatedAgent: Marketing / Proposal Agent
Executive summary, scope-of-work, and client-specific talking points drafted.
Approval required before this action — "Approve proposal executive summary" is not yet approved.
Incentive Review Agent checks funding opportunities
In ProgressGatedAgent: Incentive Review Agent
Utility programs, state incentives, and federal grants scanned for eligibility.
Approval required before this action — "Approve business case assumptions" is not yet approved.
Business Case Agent drafts ROI/TCO assumptions
Needs ReviewGatedAgent: Business Case Agent
Charger quantity, timeline, cost, and savings assumptions ready for review.
Approval required before this action — "Approve business case assumptions" is not yet approved.
Document Analyst pulls approved templates/case studies
Waiting on InfoAgent: Document Analyst
Relevant case studies and proposal templates retrieved from internal library.
Brand Kit Manager applies approved logo/formatting
ReadyGatedAgent: Brand Kit Manager
Northstar branding, logo, color palette, and font package ready for application.
Approval required before this action — "Approve brand asset usage" is not yet approved.
Presentation Builder creates proposal deck outline
ReadyGatedAgent: Presentation Builder
PowerPoint-style proposal deck structure ready with slide placeholders.
Approval required before this action — "Approve PowerPoint deck outline" is not yet approved.
Project Coordinator creates missing-info checklist
ReadyGatedAgent: Project Coordinator
Tracks missing documents, client inputs, and assumptions needed before final review.
Approval required before this action — "Approve Smartsheet-ready status update" is not yet approved.
Approval Queue routes proposal for human review
Approval RequiredAgent: Executive Assistant
Complete proposal package queued for owner review and sign-off.
Executive Assistant drafts follow-up/send email
Waiting on InfoGatedAgent: Executive Assistant
Follow-up email and meeting request drafted, awaiting approval to send.
Approval required before this action — "Approve client follow-up email" is not yet approved.
Revenue Agents
Research Agent
Finds prospect profile, public needs, industry pain points, incentive context, and similar past opportunities.
Marketing / Proposal Agent
Drafts proposal outline, executive summary, scope-of-work, and client-specific talking points.
Business Case Agent
Drafts ROI/TCO assumptions, charger quantity assumptions, timeline assumptions, and missing-input flags.
Presentation Builder
Turns approved proposal content into a PowerPoint-style proposal deck outline.
Project Coordinator
Tracks missing information, owners, due dates, blockers, and Smartsheet-ready status updates.
Executive Assistant
Drafts follow-up emails and meeting requests after human approval.
Recent Activity
Demo workflow events and audit trail
Approved — ready for deck build
Sarah Miller · May 8, 8:30 AM
Dismissed — will revisit later
Sarah Miller · May 8, 8:15 AM
Approved — follow-up draft ready
Sarah Miller · May 8, 7:45 AM
Edited — changes saved for review
Sarah Miller · May 8, 7:30 AM
Approved — assumptions sent to proposal
Sarah Miller · May 7, 4:20 PM
Checklist sent to client
Sarah Miller · May 7, 2:10 PM
6 items added
Sarah Miller · May 7, 1:05 PM
Draft saved
Lisa Chen · May 7, 11:30 AM
+1 more events
Approval Gate Status
Workflow steps blocked pending approval
Marketing / Proposal Agent drafts proposal outline
Needs: Approve proposal executive summary
Incentive Review Agent checks funding opportunities
Needs: Approve business case assumptions
Business Case Agent drafts ROI/TCO assumptions
Needs: Approve business case assumptions
Brand Kit Manager applies approved logo/formatting
Needs: Approve brand asset usage
Presentation Builder creates proposal deck outline
Needs: Approve PowerPoint deck outline
Project Coordinator creates missing-info checklist
Needs: Approve Smartsheet-ready status update
Executive Assistant drafts follow-up/send email
Needs: Approve client follow-up email
Demo Safety
This preview uses fictional demo data only. No real company data, client data, Microsoft tenant, Smartsheet sheet, Copilot agent, or PowerPoint file is connected.