Create Proposals From Call Transcripts
Transform client call transcripts into structured business proposals saved in Google Docs, and instantly notify your sales team via Slack.
The Proposal Generation Workflow creates polished business proposals from raw client call transcripts. By submitting the client's company name and call details, you quickly get a structured, professional document ready for review and sending.
It does 6 things:
- Receives input data containing the client company name and call transcript via a webhook trigger.
- Uses a triage engine to assess if the request is a test or production run and prepares data accordingly.
- Transforms real call transcripts into a detailed proposal with sections like Executive Summary, Scope of Work, Timeline, Investment, and Next Steps using an AI model.
- Cleans up and passes the proposal title and content forward for document creation.
- Creates a new Google Doc in a specified folder, inserting the proposal content with an appropriate title.
- Sends a Slack notification with a direct link to the newly created proposal for quick access.
What You Need
To run this workflow, ensure you have the following prerequisites in place:
| Requirement | Description |
|---|---|
| Needle Account | A Needle platform account to build and run this workflow. |
| Google Docs | Google account with access to Google Docs and a designated folder. |
| Google Docs Connector | Configured in Needle with access rights to your target folder. |
| Slack Connector | Slack account and connector setup with permissions to post messages in your desired channel. |
| Webhook Trigger | API access or a web form to trigger the webhook with the necessary input data. |
Input Data Requirements
When triggering the webhook, you must provide the following fields:
| Field | Type | Description |
|---|---|---|
| Client_Company_Name | String | The name of the prospective client or company. |
| Call_Transcript | String | The raw text transcript of the sales or discovery call. |
How The Flow Works
- Webhook Trigger: This is the entry point where the workflow receives the proposal request, including the client's name and the call transcript.
- Triage Engine: Determines if the request is in test mode or production mode. In test mode, it returns a fixed mock proposal. In production, it forwards the real transcript and client details down the pipeline.
- AI Proposal Writer: Analyzes the transcript when in production mode, then composes a neatly formatted business proposal and scope of work with clear sections like Executive Summary, Deliverables, Timeline, Investment, and Next Steps. In test mode, it passes the mock data along unchanged.
- Code Cleanup Step: Ensures that the proposal title and content are properly passed along, applying defaults if any content is missing.
- Google Docs Creator: Generates a new Google Document titled with the client's name, saving it in the dedicated folder. The document contains the formatted proposal for easy access and further editing.
- Slack Notification: Sends a message to a specified Slack channel that includes a link to the newly created Google Doc, prompting team members to review and finalize the proposal.
Output
At the end of this workflow, you receive a polished, well-structured proposal document in Google Docs, stored in the designated folder, along with a Slack message notifying your team. This allows for immediate review and client delivery.
Notes
- Make sure to update the Google Drive folder ID and Slack channel ID within the workflow nodes to match your organization's environment.
- The workflow distinguishes test versus production based on the Test_Mode flag. Setting this incorrectly may result in mock proposals instead of real ones.
- The AI agent assumes the call transcript provides sufficient detail. Vague transcripts may produce incomplete proposals.
- Always review the generated proposals for any missing pricing details and adjust them as needed before sending them to clients.
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