Automate Sales Proposal Generation
Generate customized, professional proposals in minutes from a discovery call transcript, instead of spending hours writing from scratch each time.
Download workflow config (JSON)How the data moves
This is a handoff plan, not an automatic integration. Review outputs before the next step. Unlabeled arrows show order, not a verified data format. Use the capability links to explore tool substitutions.
Step 1
Transcribe the Discovery Call
Upload your discovery call recording to Fireflies.ai or Otter.ai. Get a clean transcript with speaker labels within 5 minutes.
Step 2
Extract Client-Specific Details
Paste the transcript into Claude and ask it to extract: the client's stated goals, specific pain points mentioned, timeline requirements, budget signals, and any objections raised.
Step 3
Generate the Proposal Draft
Feed the extracted details into your master proposal prompt in ChatGPT, a prompt that maps each client detail to the right section of your proposal template.
Step 4
Add Pricing and Scope
Review the draft in Notion AI and fill in your pricing table and scope of work based on what the client described. Use AI to write the scope section in client-friendly language.
Step 5
Design and Export
Import the proposal text into Canva AI using a proposal template. Format for visual impact, export as PDF, and send within 24 hours of the discovery call.
Time Required
30–45 min per proposal after setup
Expected Result
A professional, client-specific proposal document with executive summary, scope, timeline, pricing, and next steps, ready to send same-day.
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