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playbook

Proposal From Meeting

Professional proposal ready to send

The call went great.

When to run
"Discovery call or meeting just happened"
Time saved
~3 hrs manual → ~30 min automated (6× faster)
How often
Per sales meeting
Compounds
Proposal templates improve with each iteration

How it runs

  1. meeting-intelligence → extract decisions, needs, action items
  2. Review extracted needs, confirm scope
  3. proposal-writer → draft proposal from findings
  4. Review and adjust proposal
  5. docx-tools → generate branded .docx

Why it matters

  • 6× faster
  • Key details captured automatically
  • Proposals improve with each iteration

What it needs

  • Meeting transcript or notes
  • Client name
  • Budget range (if discussed)

What you get

  • Extracted needs and action items
  • Draft proposal
  • Branded .docx proposal