Turn sales call notes into a client proposal automatically

Fills out a proposal template with AI-generated content from client details and emails it to them automatically.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"client details form submitted"]:::trig s0["AI drafts proposal content"]:::task s1["Copy proposal template"]:::task s2["Fill template with content"]:::task s3["Email proposal to client"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"proposal emailed to client"/]:::out pay{{"faster follow up while fresh"}}:::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 stepResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationImage & Media ProcessingSurvey & FeedbackFile & Cloud Storage
Connects
Google SlidesGoogle DriveGmailOpenAI
Featured in

The problem it solves

Writing a proposal after a sales call takes real time. You have to recall what the client needs, structure the scope and pricing, and format it to look professional. Doing this for every new prospect slows down how fast you can follow up while the conversation is still fresh.

Who it fits

Agencies, consultants, or sales teams who send custom proposals to new clients.

How it works

  1. Client details are submitted through a simple form
  2. AI turns those details into structured proposal content
  3. A copy of your proposal template is created
  4. The template is filled in with the AI-generated content
  5. The finished proposal is emailed to the client
What you get

Proposals ready to send without a blank page

Client details you submit get turned into a filled-out proposal from your template and emailed straight to the client.

What you get

A polished, client-ready proposal delivered by email.

What you need

A Google Workspace account for Slides and Gmail, 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

Related automations

Turn sales notes into a ready-to-send proposal deck

Submit the budget, pain points, and timeline from a sales call and get a fully drafted Google Slides proposal back.

Standard

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.

Advanced

Turn form responses into a custom proposal and send it automatically

Turns a filled-out form into a branded Google Slides proposal and emails it to the prospect automatically.

Standard

Generate a personalized sales proposal after every client call

Turns your sales call notes into a polished, branded proposal and emails it to the client automatically.

Standard
Back to the AI Playbook