Turn a sales call transcript into a client-ready proposal

It reads your sales call transcript, pulls out the key details, and builds a finished proposal in Google Slides.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(("transcript pasted into chat")):::human s0["extract details from transcript"]:::task s1["copy and rename template"]:::task s2["fill in placeholders"]:::task s3["share proposal with client"]:::task s4[("update lead status")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 s3 --> s4 out[/"personalized proposal ready to send"/]:::out pay{{"faster turnaround after sales calls"}}:::pay s4 --> 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
A stepA personA record or sheetResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
AI Chatbots & AssistantsSpreadsheet & Database OpsFile & Cloud Storage
Connects
OpenAIGoogle SlidesGoogle DriveAirtable

The problem it solves

After a good sales call, you still have to write up a formal proposal, pull the right numbers and goals from your notes, and format everything in a template before you can send it. That gap between the call and the proposal is where deals lose momentum. Every proposal takes real time to put together, even when the call went well.

Who it fits

Sales teams and agencies who want to send proposals quickly after a client call without writing them from scratch each time.

How it works

  1. You paste the call transcript into a chat.
  2. AI reads the transcript and pulls out the company name, goals, budget, and requirements.
  3. A copy of your proposal template is created and renamed for the client.
  4. The template's placeholders are automatically filled in with the extracted details.
  5. The finished proposal is shared with the client and the lead's status is updated in Airtable.
What you get

Proposals that reach clients faster

Turn a sales call transcript into a filled-in proposal, ready to send to the client.

What you get

A finished, personalized proposal document ready to send, plus an updated lead status.

What you need

An OpenAI account, a Google account with Slides and Drive access, and an Airtable account.

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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