Turn discovery call transcripts into signed client quotes

AI reads your call transcript, drafts pricing and scope, and sends a ready-to-sign quote for approval.

How the work actually flows

A straight line. A person has to approve before it continues.

Pattern: Sequence (1)

flowchart TD trig>"transcript file arrives"]:::trig s0["identify client and context"]:::task s1["draft scope and pricing"]:::task s2["build quote document"]:::svc s3["email quote to client"]:::task trig --> s0 s0 --> s1 s1 --> s2 hg(("team approves quote")):::human s2 --> hg hg -->|"approved"| s3 hg -. "sent back" .-> s2 out[/"quote ready for signature"/]:::out pay{{"faster proposals from calls"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA personResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationDocument Processing & OCRScheduling & CalendarFile & Cloud StorageHR & Recruiting
Connects
Google DriveGoogle CalendarPandaDocGmailSlackNotion
Featured in

The problem it solves

After a discovery call, turning notes into a polished quote takes hours you'd rather spend with clients. You have to remember what was discussed, figure out fair pricing, write up the scope of work, and get it into a professional-looking document. The longer that takes, the colder the lead gets.

Who it fits

Agencies, consultants, and service providers who run discovery calls and need to turn them into proposals fast.

How it works

  1. A new call transcript lands in your Google Drive folder
  2. AI reads the transcript alongside your calendar to identify the client and what was discussed
  3. It drafts the scope of work, problems, and solutions, then researches fair market pricing
  4. The quote is built in PandaDoc and sent to your team on Slack for a quick approval
  5. Once approved, the finished quote is emailed to the client through Gmail
What you get

Quotes drafted straight from your discovery calls

You get a priced, scoped client quote drafted from your discovery call transcript and routed for a quick approval before it is sent.

What you get

A complete, professionally formatted client quote, ready for signature.

What you need

A Google Drive account, Google Calendar, a PandaDoc account, an AI API key, and Gmail and Slack accounts.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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