Today's Briefing Growth Opportunities Proposals Deliverables Research Incentives Business Case Brand Kit Brand Assets Template Ingestion Approvals Audit Trail Follow-Up Daily Report Customer Discovery Projects Policies Activity

Syntra EV Assistants

Executive Assistant Project Coordinator Project Scheduling Assistant Research Agent Marketing / Proposal Agent Business Case Agent Presentation Builder Incentive Review Agent Brand Kit Manager Policy Agent Dispatch Assistant Document Analyst Compliance / NDA Guardrail

Explore More Services Export Center Data Sources Admin Settings Connected Tools M365 Readiness Copilot Bridge Integration Config Roles & Permissions Production Readiness QA / Smoke Tests Demo Script Request a Change

Northstar EV Infrastructure

EV Infrastructure Workspace

Command Center

Search Northstar EV projects

Sarah Miller

Owner

Briefing Growth Proposals Deliverables Research Incentives Biz Case Brand Kit Brand Assets Template Ingest Approvals Audit Trail F/Up Report Discovery Copilot Settings M365 Ready Integ Config Roles & Perm Prod Ready QA Demo Script Projects Policies Activity AI Workforce

Proposals

Syntra Demo

Turn research, incentives, and business case assumptions into approval-ready proposal packages.

Project Coordinator

Workflow control layer & approval gating

Projects Blocked

Awaiting approval or missing inputs

Missing Inputs

Across opportunities and proposals

Approval Items Waiting

Across all categories

Proposal Packages Ready

Ready for final review

Smartsheet Updates Ready

Awaiting approval to sync

Active Proposal Packages

Across all stages

Drafts Ready

Prepared for review

Research Items Needed

In progress

Business Case Inputs Needed

Awaiting client data

$1.2M

Demo Pipeline Value

Fictional demo estimate

Proposal Pipeline

Regional Retail Group

Multi-site EV charging feasibility

Drafting

Stage

Executive Summary

Next Action

Approve proposal outline

Missing

Utility bill, preferred charger quantity

Approval required — "Approve proposal executive summary" must be approved before building the deck.

Midwest Logistics Fleet Depot

Fleet depot electrification planning

Research Needed

Stage

Business Case Inputs

Next Action

Request fleet duty cycle assumptions

Missing

Vehicle count, charging window, utility account data

Municipal Parking Authority

Public charging infrastructure plan

Ready for Review

Stage

Proposal Package

Next Action

Review charger selection and incentive assumptions

Missing

Final site count

Corporate Campus Phase 2

Workplace charging expansion

Waiting on Utility Info

Stage

Scope / Timeline

Next Action

Follow up on transformer capacity

Missing

Utility response

Marketing / Proposal Agent

Standard agent tasks for proposal workflow

Draft executive summaryBuild scope-of-work outlinePull approved boilerplateMatch similar case studyCreate proposal checklistDraft client follow-up emailSend approved content to Presentation Builder

Document Analyst

Standard agent tasks for document and template workflow

Find approved proposal template placeholderFind approved case study placeholderFind approved capabilities statement placeholderPull fictional prior proposal patternFlag missing inputs before proposal package is routed for approval

View Approval Audit Trail Microsoft 365 Readiness

Export Readiness

Proposal package export status for this workspace.

Local Export

Available

SharePoint Save

Placeholder

Client Delivery

Blocked until approval

Approval Evidence

Pending

Open Export Center

Supporting Agents

Research Agent

Research and due diligence assistant

Incentive Review Agent

Funding and incentive review assistant

Business Case Agent

Business case and assumptions assistant

Marketing / Proposal Agent

Proposal content and client messaging assistant

Demo Safety

This preview uses fictional demo data only. No real company data, client data, Microsoft tenant, or backend services are connected.

Human approval requiredNothing is sent, scheduled, or changed unless approved.

Mock demo state onlyNo real Northstar EV Infrastructure data is changed.

Connected tools visibleNorthstar EV Infrastructure examples represented for demo context only.