Scope & SOW Agent
Writes the statement of work, and finds where the margin will leak
- 7hard rules
- Things it must never do, enforced in every run
- 5handover rules
- Conditions where it stops and gives the work to a person
- 11output fields
- A structured result, not a paragraph you have to re-read
- ≤5steps per run
- Bounded work: at most 3 tool calls, enforced by the runtime
Read-only by design. This agent has no path to sending, spending, publishing or committing anything. Where that limit is the product, removing it would remove the reason to trust the output.
Overview
Agencies and consultancies rarely lose money on their rates. They lose it in the gap between what the client believed and what the statement of work said — the revision round nobody bounded, the "small" integration, the approval that took three weeks while the team sat idle.
This agent turns discovery notes into a proper statement of work: deliverables stated as things that can be accepted or rejected, assumptions written down, dependencies on the client made explicit with what happens if they slip, and a change process that exists before it is needed.
Its most useful output is the exclusions list. It reads the notes for what the client clearly expects and the scope does not cover, and names each one — because that conversation is cheap now and expensive in week six. It prices nothing and signs nothing; commercial terms stay with a person.
Benefits
Protects the margin
Most overruns were visible in the discovery notes.
Proposals out same-day
The document written while the conversation is fresh.
Fewer difficult conversations
Or rather, the same ones, earlier and cheaper.
What it does
Finds the assumed inclusions
What the client thinks is in scope and is not. That conversation is cheap now.
Deliverables you can accept or reject
"Strategy support" cannot be delivered. "A 12-page strategy document" can.
Client dependencies with consequences
What you need, when, and what happens to the timeline if it is late.
Bounds the unbounded
Revision rounds, stakeholder counts, review cycles — the three that consume margin.
A change process before it is needed
Agreeing how scope changes is easy in week one and impossible in week six.
Prices nothing
Commercial terms are yours. It scopes.
What this changes
What this changes about your week
- It takes over
- Turning discovery notes into a scope that holds when the project changes.
- Done today by
- A delivery lead or the person who ran the call.
- How often
- Every proposal.
- Typical manual effort
- A proper SOW with assumptions and exclusions is half a day.
Why Professional Services in particular. Agencies do not lose money on rates. They lose it on the revision round nobody bounded, and that gap is visible in the notes.
Runs unattended
Started by you or by an event, and it finishes on its own. Nothing waits for someone to be at a desk.
The same standard every time
The two-hundredth item is held to the bar the first one was. Consistency is the part people cannot sustain.
It cannot act on its own
Scope & SOW Agent has no path to sending, spending or committing. That limit is why its output is safe to act on.
How it runs
This agent runs server-side through the PROMIVO runtime. Each run is logged step by step and every tool call is permission-checked before it executes.
- 1InputValidated against the agent input schema
- 2Modelclaude-sonnet-5 with automatic fallback
- 3Toolsextract_structured_data
- 4PermissionsRuns READ actions automatically; anything higher waits for approval
- 5OutputStructured result matching the output schema
- 6LoggingTokens, duration and every step recorded
Demo
Demo dataIllustrative sample output, abridged.
Input
{
"client": "Northwind",
"serviceType": "Website rebuild",
"discoveryNotes": "…"
}Output
{
"bounds": [
"Two rounds of revisions per template",
"One nominated approver",
"Two browser generations"
],
"escalate": false,
"disclaimer": "Scope only. No price, rate or fee is set or implied, no legal terms are written, and no requirement, deliverable or deadline has been added that the discovery notes do not contain.",
"exclusions": [
{
"item": "Content writing",
"whyClientMayAssumeIncluded": "They said \"you'll handle the pages\" — which they may mean as writing them, not building them."
},
{
"item": "CRM integration",
"whyClientMayAssumeIncluded": "Mentioned once in passing as something \"we'll want hooked up\"."
}
],
"deliverables": [
{
"deliverable": "Responsive marketing site, 8 page templates",
"effortBasis": "8 templates at the complexity described in discovery.",
"definitionOfDone": "Templates delivered in the agreed CMS, passing the agreed browser matrix."
}
],
"clientDependencies": [
{
"by": "Week 2",
"ifLate": "Delivery moves day for day.",
"needed": "Final copy for all 8 templates"
}
],
"needsClarification": [
"Who writes the content?",
"Is the CRM integration in this engagement or the next?"
]
}Requirements
Integrations
No integrations required.
Before you start
- Discovery notes, a brief, or a call transcript
- Requires the Starter plan or higher
Use cases
After a discovery call
Notes to statement of work in one pass.
Reviewing a draft SOW
Find what is unbounded before it is signed.
A project already slipping
See which unstated assumption is causing it.
Pricing
Starter
Billed monthly through your PROMIVO subscription. Cancel at any time.
Runs consume your plan allowance for agent executions and tokens. See plan limits
FAQ
Does it set the price?
No. It scopes the work and estimates effort only where the notes support it. What you charge is a commercial decision that depends on things not in a discovery note.
Is the output a contract?
No. It is a scope document to be reviewed and, where it forms part of an agreement, checked by a lawyer. It never writes legal terms.
What if discovery was thin?
It says so and lists what to ask before quoting. A confident SOW built on a thin call is exactly how the margin disappears.
Reviews
Reviews open once customers have run this agent.
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