This automation converts your meeting transcripts into structured, client-ready business proposals — powered by GPT-4 and delivered directly into a Google Doc. Perfect for sales follow-up, strategic recaps, or onboarding proposals.
This automation is designed to give you a ready-to-run, full-stack proposal generation engine, but it comes with some prebuilt integrations. Here’s what you should know before diving in:
This system connects to:
| Tool | Purpose |
|---|---|
| Fireflies.ai | Pulls the transcript from your meeting |
| Gmail | Sends email notifications to you/your team |
| Google Docs | Creates and formats the proposal document |
| Google Drive | Shares the final proposal with a link |
| Google Sheets (optional) | Logs metadata if enabled |
| Notion (optional) | Logs summaries if enabled |
These are pre-configured for speed and wide accessibility, but you're not locked in.
You can swap out any of the nodes for tools that better fit your stack. For example:
| Replace This → | With This → |
|---|---|
| Fireflies.ai | Otter.ai, Zoom Transcripts, Grain, tl;dv |
| Gmail | Outlook, Mailgun, SendGrid, Slack |
| Google Docs | Notion pages, Google Slides, PandaDoc, Canva |
| Google Drive | Dropbox, Box, OneDrive |
If your team already has preferred tools, it’s as simple as:
Just replace the data input/output nodes and keep the core logic intact: