Turn a sales call summary into a client proposal automatically

Takes your call notes, drafts a full proposal with AI, and sends the link to your client by email.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig(("sales call summary submitted")):::human s0["draft proposal with ai"]:::svc s1[("create proposal page")]:::store trig --> s0 s0 --> s1 gx{"+ who needs the proposal"}:::gate s1 --> gx p00["email proposal link to client"]:::task gx -->|"client delivery"| p00 p10["notify team it was sent"]:::task gx -->|"team visibility"| p10 p00 --> out p10 --> out out[/"proposal drafted and sent"/]:::out pay{{"faster deal closing"}}:::pay 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
An outside serviceA personA record or sheetEvery pathResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationMessaging & NotificationsSurvey & Feedback
Connects
OpenAINotionGmailSlack

The problem it solves

After a good sales call, you know you should send a proposal right away, but writing one from scratch takes an hour you do not have. The lead goes cold while the proposal sits unfinished, and your team has no visibility into whether it went out.

Who it fits

Salespeople and small sales teams who need to turn call notes into a proposal quickly.

How it works

  1. You submit a short summary of the sales call in a form
  2. AI turns that summary into a structured proposal
  3. A formatted proposal page is created in Notion
  4. The client receives the proposal link by email
  5. Your team gets a notification that the proposal was sent
What you get

Proposals drafted from call notes

Your call notes turn into a fully formatted proposal that's sent to your client by email, with your team notified once it's out.

What you get

A finished proposal page and an email to the client with the link, plus a team notification.

What you need

OpenAI, Notion, 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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