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Agentic Workflow

Call Intelligence &
Proposal Generation Agent

Two input paths, one agent. From call recordings or form submissions to structured intel, instant summaries, and branded proposals — fully automated.

<3 min
Call Summary
~60s
Proposal Generation
2-4 hrs
Time Saved per Call
5
Auto Outputs
2
On-Demand Outputs
Path A — Primary

Call Recording

Recording arrives via Fireflies, Otter, Grain webhook, Vapi post-call hook, or manual upload. Transcribed automatically, then the full call intelligence pipeline runs.

Fireflies Otter.ai Grain Vapi Manual Upload
Path B — Fallback

Form / Email / Notes

Customer submits project details via web form, email, or pasted notes. Same extraction and proposal pipeline — no recording needed. Skips call-specific analysis.

Web Form Email Pasted Notes
📞
Call Intelligence Pipeline
Path A
Automatic outputs generated within 3 minutes of receiving the transcript
Transcription
Audio to Transcript
Call recording is transcribed using Whisper API, AssemblyAI, or Deepgram. Speaker diarization identifies who said what. Transcript is timestamped and ready for analysis.
Whisper API AssemblyAI Deepgram Diarization
🎙
1
🧠
2
AI Analysis
Deep Call Intelligence
Claude AI extracts every piece of actionable intel from the transcript: client info, project requirements, budget signals, objections & concerns, competitor mentions, sentiment, buying signals, and key quotes in the prospect's own words.
Claude AI Sentiment Analysis Objection Tracking Budget Signals
Instant Delivery — Automatic
5 Outputs in Under 3 Minutes
No human trigger needed. As soon as the transcript is analyzed, these fire automatically:
💬 Call summary to Slack/SMS
📇 CRM record created/updated
Follow-up email drafted
Action items to task manager
📅 Calendar events scheduled
Auto-Generated Slack SMS CRM Email
3
🔀 Both paths converge into shared proposal & deck engine 🔀
📄
Proposal & Deck Engine
Shared
On-demand via Slack command or dashboard — or automatic if a proposal was discussed on the call
📋
4
Extraction
Structured Requirements
From Path A, structured data is already extracted by call analysis. From Path B, Claude parses form/email/notes using the same schema (minus call-specific fields like sentiment and objections). Either way: clean, structured project requirements ready for pricing.
Claude AI Client Info Scope Timeline Budget Signals
Calculation
Match & Price
Each scope item is fuzzy-matched against your rate sheet and service catalog. Calculates quantities, materials, labor, margin, active promotions, volume discounts, and location-based tax. Flags any items without an exact rate sheet match for manual review.
Rate Sheet Lookup Auto-Discounts Tax Calc Manual Review Flags
💰
5
📝
6
AI Generation
Write Proposal & Deck
Claude generates personalized, branded documents. The PDF proposal includes cover page, executive summary referencing the client's specific pain points, detailed scope in plain language, phased timeline, line-item pricing, T&Cs, and signature lines. The slide deck is 6-10 slides, visual and outcome-focused, with max 30 words per slide.
Claude AI PDF Proposal Slide Deck (PPTX) Personalized Copy
Delivery & Tracking
Send, Sign & Track
Proposal is emailed to the client and optionally sent for e-signature via DocuSign, PandaDoc, or HelloSign. The system tracks status in real-time — draft, sent, viewed, signed, or expired — and syncs everything back to your CRM. Sequential proposal numbers ensure nothing gets lost.
Email E-Signature CRM Sync Status Tracking Expiration Alerts
🚀
7

Built For

🏗
Contractors
Turn site visit calls into detailed scoped proposals with accurate material + labor pricing
💼
Agencies
Convert discovery calls into branded pitch decks and SOWs with tiered pricing
📈
Consultants
Stop spending hours on proposals after every sales call — let the agent handle it
💉
Med Spas & Clinics
Consultation calls become treatment plan proposals with service pricing instantly

Powered By

🤖
Claude AI
Call analysis, extraction & content generation
🎤
Whisper / Deepgram
Audio transcription & diarization
FastAPI
Webhooks, REST API & Slack commands
🎨
WeasyPrint
HTML/CSS to branded PDF
📊
python-pptx
Branded slide deck generation
💾
SQLite
Proposal status tracking
📩
Slack / SMS
Real-time call summaries & alerts
DocuSign
E-signature & tracking
📂
CRM Integration
Auto-sync contacts, deals & notes
🗓
Task Manager
Asana / Todoist / ClickUp sync

Never Take Notes on a Sales Call Again

Two input paths, one intelligent agent. Whether your leads come in by phone or by form, get instant structured intel, automatic follow-ups, and branded proposals on demand.

Call or form comes in
AI extracts & analyzes
Summary + CRM + follow-up auto-sent
Branded proposal on demand