Turn meeting transcripts into client proposals automatically

Turns your call transcript into a ready-to-send proposal you approve from your phone before it goes out.

How the work actually flows

It branches. Exactly one path is taken; a person has to approve before it continues.

Pattern: Sequence (1) · Exclusive Choice (4)

flowchart TD trig>"call transcript is finished"]:::trig s0["decide if proposal needed"]:::svc s1["draft proposal content"]:::task s2["create doc and convert pdf"]:::task s3(("get approval by phone")):::human s4["email proposal to client"]:::task trig --> s0 s1 --> s2 s3 --> s4 hg(("you approve by phone")):::human s2 --> hg hg -->|"approved"| s3 hg -. "sent back" .-> s2 gx{"× is a proposal needed"}:::gate s0 --> gx p00["draft and send proposal"]:::task gx -->|"proposal needed"| p00 p10["end without action"]:::task gx -->|"not needed"| p10 p00 --> s1 p10 --> s1 out[/"approved proposal emailed to client"/]:::out pay{{"faster follow up while interest is high"}}:::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
Starts itA stepAn outside serviceA personOne path onlyResultPayoff
Build size
Advanced

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

Business functions
Voice & PhoneEmail AutomationMessaging & NotificationsAPI & Webhook IntegrationFile & Cloud Storage
Connects
FirefliesOpenAIGoogle DocsGmailTelegram

The problem it solves

After a great sales call, you get pulled into other work and the proposal sits unwritten for days. By the time you finally send it, the client has cooled off or moved on to someone else. Writing a proposal from scratch every time also eats into hours you could spend on paying work.

Who it fits

Freelancers, consultants, and agency owners who run sales or discovery calls and need to follow up fast.

How it works

  1. A finished call transcript triggers the process
  2. AI reads the transcript and decides if a proposal is needed
  3. AI drafts the proposal content based on what was discussed
  4. A Google Doc proposal is created from your template and converted to a PDF
  5. You approve it from a phone message, then it's emailed to the client
What you get

Proposals drafted and waiting for your approval

You get a polished proposal drafted straight from your call, ready for you to review and approve from your phone.

What you get

A completed, on-brand proposal document emailed to the client after your approval.

What you need

A Fireflies account, a Google Workspace account, an OpenAI account, a Gmail account, and Telegram.

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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