HEAT · Climate & Cooling Engineering · Proposal Studio
Learning session · 2026-06-01 · worked on the Olympus DC/UHI RFI
NotebookLM × Claude Code — the Grounded Proposal Workflow
From a first draft to a HEAT-designed, evidence-grounded proposal — one terminal, six moves.
Claude Code — orchestrates & renders
NotebookLM — grounds & selects evidence
HEAT design skills — draw the figures
Proposal (.docx) — the deliverable
01 · Why this workflow
Manual drafting vs. a grounded pipeline
Same expertise, but every claim and every figure becomes traceable, on-brand and reusable across the next tender.
Take-away: grounding is what turns a good draft into a defensible one.
02 · The pipeline
Six moves, one terminal
Steps 1–3 establish a grounded source-of-truth; steps 4–6 turn evidence into HEAT-branded figures inside the document.
Take-away: it all runs from one Claude Code session — no copy-paste between tabs.
03 · Step 1
First draft from a skill
The right HEAT skill (here /proposal-write) produces a structured Markdown draft; figures are flagged but not yet drawn.
Take-away: draft in Markdown — it is what NotebookLM and the design skills both read.
04 · Steps 2–3
Ground it in NotebookLM
NotebookLM answers from your sources only, surfaces gaps, and tells you which evidence matters — it does not draw the charts.
Take-away: grounding chooses the figures; it never invents them.
05 · Steps 4–5
Bridge & render in HEAT design
Claude Code reads the grounded evidence and calls the right HEAT skill to draw the figure on-brand — Open Sans, HEAT palette, contained labels.
Take-away: the figure is born in HEAT design — no restyling later.
06 · Step 6 + roles
Integrate, QA, ship
Figures drop into the Markdown, the DOCX rebuilds, a visual QA pass checks fidelity, and the proposal ships — fully grounded.
Take-away: the same six moves replay on the next tender — this is a reusable HEAT capability.