Turn sales call transcripts into branded proposals automatically

Pulls your sales call transcript, matches relevant case studies, and drafts a branded proposal for your review.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"sales call transcript ready"]:::trig s0["extract key details"]:::task s1[("search case study library")]:::store s2["fill proposal template"]:::task s3["email draft for review"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"branded proposal draft ready"/]:::out pay{{"saves time writing proposals"}}:::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 stepA record or sheetResultPayoff
Build size
Advanced

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

Business functions
Email AutomationSurvey & FeedbackFile & Cloud Storage
Connects
FirefliesClaudeGoogle GeminiGoogle DocsGoogle DriveGmail

The problem it solves

Writing a professional, branded proposal after every sales call eats up time you don't get back, especially when most prospects never respond. You still have to make each one look polished, which means digging through templates and case studies while the lead goes cold.

Who it fits

Sales teams and consultants who send a proposal after every sales call.

How it works

  1. After a sales call, the system pulls the call transcript from Fireflies
  2. AI extracts the key details the prospect discussed
  3. It searches your case study library and matches the most relevant examples
  4. It fills in your branded proposal template with the extracted details and case studies
  5. It emails you the draft proposal for a quick review before sending
What you get

Proposals drafted and ready for your review

You get a branded proposal drafted from your sales call, complete with matched case studies, ready for you to review and send.

What you get

A branded, filled-in proposal draft ready for a final review before it goes to the prospect.

What you need

A Fireflies account, a Claude API key, a Google Gemini API key, Google Docs, Google Drive, and Gmail.

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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