Turn sales notes into a ready-to-send proposal deck

Submit the budget, pain points, and timeline from a sales call and get a fully drafted Google Slides proposal back.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"sales call details submitted"]:::trig s0["ai turns notes into content"]:::svc s1["generate slides deck"]:::svc s2["leave deck editable"]:::task trig --> s0 s0 --> s1 s1 --> s2 out[/"editable proposal deck generated"/]:::out pay{{"proposals sent while momentum is fresh"}}:::pay s2 --> 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 serviceResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationSurvey & FeedbackFile & Cloud Storage
Connects
Google SlidesGoogle DriveGmailOpenAI

The problem it solves

After a good sales call, putting together the proposal means retyping the same notes into a deck template while the momentum from the conversation fades. That time could go toward the next call instead.

Who it fits

Sales reps or consultants who send a custom proposal after every client call.

How it works

  1. Sales details like budget, pain points, objectives, and timeline are submitted
  2. AI turns those details into proposal content
  3. A Google Slides deck is generated with the content already filled in
  4. The deck is left fully editable for final adjustments
What you get

Proposal decks ready for a final look

After a sales call, you get a fully drafted proposal deck in Google Slides built from your notes, ready for final touches.

What you get

An editable Google Slides proposal built from the submitted sales details.

What you need

A Google Workspace account and an OpenAI API key.

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

Related automations

Turn a sales call into a finished proposal in minutes

Fill out a short form after a sales call and get a customized proposal written, sent, and logged automatically.

Advanced

Turn form responses into a custom proposal and send it automatically

Turns a filled-out form into a branded Google Slides proposal and emails it to the prospect automatically.

Standard

Generate a personalized sales proposal after every client call

Turns your sales call notes into a polished, branded proposal and emails it to the client automatically.

Standard

Turn sales call notes into a client proposal automatically

Fills out a proposal template with AI-generated content from client details and emails it to them automatically.

Standard
Back to the AI Playbook