{"schemaVersion":"1.0","source":"The Workflow Finder","sourceUrl":"https://www.theworkflowfinder.com","license":"Free to use with attribution and a link to the cited page","generated":"2026-08-28","workflow":{"title":"Automate Sales Proposal Generation","slug":"automate-sales-proposal-generation","url":"https://www.theworkflowfinder.com/workflows/automate-sales-proposal-generation","description":"Generate customized, professional proposals in minutes from a discovery call transcript, instead of spending hours writing from scratch each time.","difficulty":"Intermediate","timeEstimate":"30–45 min per proposal after setup","schemaDuration":"PT45M","expectedResult":"A professional, client-specific proposal document with executive summary, scope, timeline, pricing, and next steps, ready to send same-day.","tags":["Sales","Automation","Business","Writing"]},"steps":[{"position":1,"title":"Transcribe the Discovery Call","instructions":"Upload your discovery call recording to Fireflies.ai or Otter.ai. Get a clean transcript with speaker labels within 5 minutes.","input":"Workflow inputs: the topic, goal, or raw materials the user is starting from.","output":"Handoff artifact consumed by Step 2 (\"Extract Client-Specific Details\").","toolSlots":[{"slug":"fireflies-ai","name":"Fireflies.ai","url":"https://www.theworkflowfinder.com/tools/fireflies-ai","category":"Productivity","pricing":"freemium","capabilities":["Meeting transcription & summarization"]},{"slug":"otter-ai","name":"Otter.ai","url":"https://www.theworkflowfinder.com/tools/otter-ai","category":"Audio","pricing":"freemium","capabilities":["Meeting transcription & summarization"]}]},{"position":2,"title":"Extract Client-Specific Details","instructions":"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.","input":"Output of Step 1 (\"Transcribe the Discovery Call\").","output":"Handoff artifact consumed by Step 3 (\"Generate the Proposal Draft\").","toolSlots":[{"slug":"claude","name":"Claude","url":"https://www.theworkflowfinder.com/tools/claude","category":"Writing","pricing":"freemium","capabilities":["Long-form writing","Code generation","Web research"],"hasApi":true}]},{"position":3,"title":"Generate the Proposal Draft","instructions":"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.","input":"Output of Step 2 (\"Extract Client-Specific Details\").","output":"Handoff artifact consumed by Step 4 (\"Add Pricing and Scope\").","toolSlots":[{"slug":"chatgpt","name":"ChatGPT","url":"https://www.theworkflowfinder.com/tools/chatgpt","category":"Writing","pricing":"paid","capabilities":["Long-form writing","Code generation","Web research"],"hasApi":true}]},{"position":4,"title":"Add Pricing and Scope","instructions":"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.","input":"Output of Step 3 (\"Generate the Proposal Draft\").","output":"Handoff artifact consumed by Step 5 (\"Design and Export\").","toolSlots":[{"slug":"notion-ai","name":"Notion AI","url":"https://www.theworkflowfinder.com/tools/notion-ai","category":"Productivity","pricing":"paid","capabilities":["Note-taking & knowledge management","Document processing","Long-form writing"]}]},{"position":5,"title":"Design and Export","instructions":"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.","input":"Output of Step 4 (\"Add Pricing and Scope\").","output":"Final workflow output: A professional, client-specific proposal document with executive summary, scope, timeline, pricing, and next steps, ready to send same-day.","toolSlots":[{"slug":"canva-ai","name":"Canva AI","url":"https://www.theworkflowfinder.com/tools/canva-ai","category":"Design","pricing":"freemium","capabilities":["Image generation","Social media content","Video generation"],"hasApi":true}]}]}