Turn client meeting notes into a polished proposal automatically

Turns a short client intake form into a full proposal draft and a ready-to-send follow-up email.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"client intake form submitted"]:::trig s0["expand notes into proposal"]:::task s1["draft follow-up email"]:::task s2[("prepare email in gmail")]:::store trig --> s0 s0 --> s1 s1 --> s2 out[/"proposal and follow-up email ready"/]:::out pay{{"saves hours drafting proposals"}}:::pay s2 --> 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 AutomationAPI & Webhook IntegrationSurvey & FeedbackFile & Cloud Storage
Connects
TallyOpenAIGmail
Featured in

The problem it solves

After a client meeting, you're left with a page of scribbled notes and no time to turn them into a proposal that looks professional. Writing it from scratch, or reworking a template every time, eats into billable hours.

Who it fits

Agencies and consultants who send custom proposals after client meetings.

How it works

  1. Trigger: you fill out a short form with the client's key details
  2. AI expands your notes into a complete, well-structured proposal
  3. AI drafts a professional follow-up email built around the proposal
  4. The email is prepared in Gmail, ready for you to review and send
What you get

Proposals drafted before you start typing

A short client form gets turned into a full proposal draft and a ready-to-review follow-up email prepared in Gmail for you.

What you get

A complete proposal draft and a ready-to-send follow-up email in Gmail.

What you need

A form tool account, an OpenAI API key, and a Gmail 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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