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AI at Work · Action

Check proposals against your sales rules with AI

By Ali Peivandizadeh, business growth and AI implementation specialist.

Published Nov 13, 2026 · Last checked Nov 13, 2026 · Last changed Nov 13, 2026
The short answer

A company's legal team built an AI agent that checks contracts against written standards and proposes edits. A seller can use the same method on proposals and sales scripts before a customer sees them. Start by writing your sales rules as a numbered list.

Verdict
WATCH
For
Battery and solar sellers, electricity sellers. 21 to 1,000 people. Sales manager, compliance.
Cost and time
The report gives no cost. About half a day to write the rules, with an AI tool the company already pays for.

Why

CIO reported on Nov 11, 2026 that the legal team at Fujifilm Biotechnologies devised an agent to read contracts. It checks the terms against company standards and proposes edits, and the legal team reviews them. The agent is in a test area, and the company expects full use in early December. A seller does the same kind of check on every proposal. Each savings number must show the numbers behind it. Nothing may suggest a utility or a government program. The right to cancel must be stated.

What to do

  1. Write your sales rules as numbered rules. Start with savings claims, tax credit statements, the words "free" and "government," and the right to cancel.
  2. Have your compliance lead or a lawyer confirm the list.
  3. Take ten past proposals. Include two that led to a complaint or a cancellation.
  4. Remove customer names and addresses.
  5. Give the rules and the ten proposals to an AI tool the company has approved. Ask it to list every rule each proposal breaks.
  6. Have the sales manager check its list against the proposals.
  7. Add a rule for each problem it missed.
  8. Use it as a first check on new proposals. The sales manager still approves each one.

What data may go in

Proposals with customer names and addresses removed, and the rules list. No meter data.

Who checks the output

The sales manager approves every proposal. Compliance reviews the rules list each quarter and after every rule change.

The rule to check

State consumer protection law covers savings and rate claims. In Texas, solar sellers and solar salespeople must be registered, and a door to door sale carries a three-day right to cancel. The AI check does not replace a person's approval.

What can go wrong

The report gives no results yet, because the agent is still in a test area. The check also reads only what is written. It does not hear what a rep says at the door.

Sources

  • CIO, news report, Nov 11, 2026.
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