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The call went great.

Professional proposal ready to send

The call went great. Then three days passed before you sent the proposal.

Outcome: Meeting transcribed, needs extracted, branded proposal generated — same day.

  • Area: Sales & Clients
  • Time savings: ~3 hrs manual → ~30 min automated (6× faster)
  • Try it: "Discovery call or meeting just happened"
  • Compounding: Proposal templates improve with each iteration
  • Frequency: Per sales meeting
  • Published: 2026-03-31

Inputs

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

What BOB does

  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

Outputs

  • 📊 Extracted needs and action items
  • 📝 Draft proposal
  • 📄 Branded .docx proposal

Benefits

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