Call transcript→Branded deck

Discovery call in. Branded proposal out.

The deal is won or lost in the days after the call. We make sure your proposal lands while the prospect is still leaning in, not three days later once they've gone cold.

▶ Skip to see it run

The problem

Every call ends in the same rebuild.

After every discovery call, someone has to turn the conversation into a polished proposal: pull out the scope, the pricing and the next steps, then lay it all into a deck by hand. It takes 60 to 90 minutes, every single time.

Discovery call

A 40-minute transcript

THE BOTTLENECK

A person, rebuilding the deck

Retyping, reformatting, 60–90 min

Proposal sent

Hours later, if at all

60–90min

of rebuild between every call and its proposal

<1min

once automated, sent the same day

1st

proposal in usually has the edge

Why it hurt

A slow proposal costs you the deal.

The moment passes

Buying intent peaks right after the call. A proposal that lands days later reaches a prospect who has already cooled or moved on.

Speed beats the pitch

When you're slow, the deal goes to whoever replied first. Often it isn't the best proposal that wins, it's the fastest credible one.

Closers stuck formatting

Ninety minutes a proposal is your best people reformatting decks instead of chasing the next deal.

The solution

One script, transcript to deck.

We built a script that pulls in the meeting transcript, extracts what the prospect actually asked for, drops it into a branded template, and checks every block fits before it goes out. A ready-to-send proposal, in well under a minute.

Call transcript

Dropped in automatically

AUTOMATIC

The proposal agent

Extracts, fills & verifies

Branded deck

On-brand, ready to send

The rep just reviews and sends. The proposal lands while you're still top of mind, so you compete on speed, not just on the pitch.

Live demo

See it run for yourself.

Hit run and watch the pipeline work: it reads the call, pulls out what the prospect asked for, fills the branded template, and checks every block fits before it ships.

Live demo

In — raw meeting transcript

Meeting: Acme Plumbing × Frictionless — Discovery
Date: 22 Apr 2026    Duration: 38 min

Sam Patel (00:04 — 00:12):
Cheers for jumping on mate. So we've got 14 vans
running around Auckland, been growing about 30%
a year, but I'm the bottleneck now.

Kip (00:12 — 00:18):
Nice. And who's doing the dispatch?

⚠️ Sam (00:18 — 00:42):
That's the problem. I do it. Every morning at
6am I'm on my computer sorting who goes where.
Tried hiring a dispatcher last year — didn't
work out. Quoting takes 2-3 days because
it all flows through me.

Sam (00:42 — 01:05):
And we've got about $80k sitting in invoices
over 30 days. I don't have time to chase them.

📋 Action items:
- Sam to share Xero export for invoice analysis
- Send proposal by Friday

Out — branded proposal

Press the button. Watch the pipeline build the deck.

Sample data. We use a fabricated discovery call here to show the pipeline; real client content is never published.

Before & after

Same proposal. In their inbox first.

Before

✕60 to 90 minutes per proposal, by hand
✕Scope and pricing retyped from memory
✕Formatting fiddled with under time pressure
✕Decks drift off-brand
✕Hot prospects left waiting

After

✓A branded deck in under a minute
✓Scope pulled straight from the transcript
✓Template populated and checked automatically
✓On-brand, every time
✓Sent while the call is still warm

The prize

The deal, won while it's warm.

A proposal in their inbox before they've left the call beats one that lands three days later. The hours saved are almost beside the point. The win is the upside.

Agency · Paid media

Google Ads reporting, automated

Every client's weekly reporting built straight into Asana, handing 30 to 40 hours a week back to the team.

Read the case study →

Support · Inbox

An inbox that answers itself

Repeat questions answered automatically from a business's own docs, so customers hear back in minutes, not days.

Read the case study →