Generate sales proposals from call transcripts and route for approval

Turns your sales call transcripts into a polished proposal, routes it for approval, and sends it automatically.

How the work actually flows

It branches. Every path runs; a person has to approve before it continues.

Pattern: Parallel Split (2)

flowchart TD trig>"sales call intake form submitted"]:::trig s0["pull call transcript"]:::svc s1["draft proposal with ai"]:::svc s2["build proposal document"]:::svc trig --> s0 s0 --> s1 s1 --> s2 hg(("sales team approval")):::human s2 --> hg hg -->|"approved"| out hg -. "sent back" .-> s2 gx{"+ proposal approved"}:::gate s2 --> gx p00["send proposal to client"]:::task gx -->|"send to client"| p00 p10["update crm deal stage"]:::task gx -->|"update deal record"| p10 p00 --> out p10 --> out out[/"approved proposal sent to client"/]:::out pay{{"faster proposal turnaround after calls"}}:::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
Starts itAn outside serviceA personEvery pathResultPayoff
Build size
Advanced

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

Business functions
Voice & PhoneCRM & Sales PipelineMessaging & NotificationsSpreadsheet & Database OpsSurvey & Feedback
Connects
FirefliesAzure OpenAIPandaDocSlackAirtable

The problem it solves

After every sales call you have to remember what was discussed, draft a proposal from scratch, and chase down approval before it can go out. That gap between the call and the proposal landing in the client's inbox is where deals lose momentum.

Who it fits

Agencies, consultants, and B2B sales teams who send a proposal after nearly every sales call.

How it works

  1. Triggers once the intake form is filled out after a sales call
  2. Pulls the matching call transcript and summary automatically
  3. Uses AI to turn the transcript and form answers into a structured proposal
  4. Builds the proposal document and sends it to your team on Slack for approval
  5. Sends the approved proposal to the client and updates the deal stage in your CRM
What you get

Proposals ready for a final sign-off

You get a polished sales proposal built automatically from your call transcript and routed to your team for approval.

What you get

A client-ready proposal document, approved by your team and sent automatically, with the deal stage updated.

What you need

A form tool, a call recording and transcription service, an AI provider, a proposal document tool, Slack, and a CRM.

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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