Overview

Writing proposals after discovery calls used to waste hours and create inconsistent results. This automation now handles proposal creation end-to-end—reps fill out a short form, and AI generates, formats, and routes the proposal through Google Docs and Airtable for approval and delivery.

The process cuts turnaround from hours to minutes, ensures brand consistency, and gives managers real-time visibility into every proposal. It’s a clean example of how automation turns a messy manual task into a scalable sales advantage.

Problem

Manually drafting proposals after meetings was time-consuming and inconsistent, often delaying client responses and losing deal momentum.

Solution

Built an AI-driven proposal automation that

1. Captures post-call inputs from a simple form.
2. Uses AI to generate polished, client-ready proposals.
3. Formats them in Google Docs using a branded template.
4. Routes proposals to Airtable for approval, then auto-sends them to clients.
5. Logs every proposal for tracking and performance visibility.

Future Improvements

• Automatically generate meeting transcripts from sales calls and feed them directly into the AI, reducing manual input and improving proposal accuracy.
• Add analytics to track proposal open rates, approval time, and conversion impact.