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.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig(("sales call form submitted")):::human s0["AI drafts proposal content"]:::task s1["populate proposal template"]:::svc trig --> s0 s0 --> s1 gx{"+ deal ready to proceed"}:::gate s1 --> gx p00["email proposal to client"]:::task gx -->|"send to client"| p00 p10["log in sales sheet"]:::task gx -->|"update pipeline"| p10 p20["alert fulfillment team"]:::task gx -->|"notify team"| p20 p00 --> out p10 --> out p20 --> out out[/"proposal sent and logged"/]:::out pay{{"faster deal follow up"}}:::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
A stepAn outside serviceA personEvery pathResultPayoff
Build size
Advanced

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

Business functions
Email AutomationSpreadsheet & Database OpsSurvey & FeedbackFile & Cloud Storage
Connects
Google DriveGoogle SlidesGoogle SheetsGoogle ChatGmailOpenAI

The problem it solves

You just finished a great sales call, but now you have to write up the proposal, format it, send it, and update your pipeline before momentum fades. That gap between the call and the follow-up is where deals go cold.

Who it fits

Sales teams, agencies, and consultancies that send custom proposals after every client call.

How it works

  1. A sales rep fills out a short form with the client's problem, solution, scope, and cost right after the call
  2. AI writes the proposal content, including titles, descriptions, and milestones, in your standard tone
  3. A copy of your proposal template is created and the details are filled in
  4. The finished proposal is emailed to the client and logged in your Google Sheets pipeline
  5. Your onboarding or fulfillment team gets a Google Chat notification that the deal is moving forward
What you get

Proposals that go out the same day you talk

Fill out a short form after your sales call, and a polished proposal goes out to the client while your pipeline updates itself instantly.

What you get

A polished, sent proposal, an updated sales pipeline record, and an internal handoff notification.

What you need

A Google Workspace account (Drive, Slides, Sheets, Chat), a Gmail 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

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