{"product_id":"automated-b2g-proposal-generator-ai-transcript-to-proposal-system","title":"Automated B2G Proposal Generator – AI Transcript-to-Proposal System","description":"\u003ch3\u003eThis automation is a \u003cstrong\u003ecomplete end-to-end B2G Proposal Generation Engine\u003c\/strong\u003e, built to convert internal client meetings into polished, branded proposals automatically — without writing, formatting, or editing anything manually.\u003c\/h3\u003e\n\u003cp\u003eIt pulls your latest meeting transcript, summarizes the conversation using AI, converts insights into proposal text, fills a Google Docs template automatically, and pushes the final proposal back into your CRM\/Airtable.\u003c\/p\u003e\n\u003cp\u003eEverything below comes directly from the JSON workflow.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch1\u003e\u003cstrong\u003eWHAT THIS AUTOMATION DOES\u003c\/strong\u003e\u003c\/h1\u003e\n\u003ch2\u003e\u003cstrong\u003e1. Pulls Approved Meeting Data From Airtable\u003c\/strong\u003e\u003c\/h2\u003e\n\u003cp\u003eThe workflow starts by watching Airtable entries that have:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eCompleted meeting status\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eNo proposal created yet\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eNo outcome recorded\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThis filtering is defined in the JSON:\u003c\/p\u003e\n\u003cp\u003eIt extracts fields such as:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eClient Email\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eBusiness Name\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eFirst Name\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eLogo URL\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eLast Modified Time\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eProposal attachments array\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e(These fields appear throughout the JSON’s Airtable schema.)\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e\u003cstrong\u003e2. Automatically Fetches the Latest Fireflies.ai Transcript\u003c\/strong\u003e\u003c\/h2\u003e\n\u003cp\u003eThe system connects to Fireflies.ai and retrieves:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eThe meeting transcript\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eSpeaker names\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eSentence-by-sentence breakdown\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThis is controlled by:\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e\u003cstrong\u003e3. Converts Transcript Into Clean Aggregated Text (TextAggregator Module)\u003c\/strong\u003e\u003c\/h2\u003e\n\u003cp\u003eThe workflow uses \u003cstrong\u003eBasicFeeder + TextAggregator\u003c\/strong\u003e to merge transcript sentences into a clean text block:\u003c\/p\u003e\n\u003cpre\u003e\u003ccode\u003eSpeaker: {{25.speaker_name}}\nText: {{25.text}}\n\u003c\/code\u003e\u003c\/pre\u003e\n\u003cp\u003eThis ensures AI receives structured, readable conversation data.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e\u003cstrong\u003e4. GPT-4o Generates a High-Quality Summary \u0026amp; Proposal Content\u003c\/strong\u003e\u003c\/h2\u003e\n\u003cp\u003eThe automation sends the cleaned transcript into \u003cstrong\u003eOpenAI GPT-4o\u003c\/strong\u003e, with instructions to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eCreate a meeting summary beginning with “We discussed…”\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eExtract key highlights\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eFormat output in a clean, professional structure\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eUse emojis inside the Highlights section\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThe exact prompt in the JSON:\u003c\/p\u003e\n\u003cp\u003eThis AI output becomes the content for your final proposal.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e\u003cstrong\u003e5. Fills a Google Docs Proposal Template Automatically\u003c\/strong\u003e\u003c\/h2\u003e\n\u003cp\u003eThe workflow uses:\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule:\u003c\/strong\u003e google-docs:createADocumentFromTemplate\u003c\/p\u003e\n\u003cp\u003eIt populates fields such as:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eClient Name\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eClient Business\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eProposal Content (AI-generated summary)\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eMeeting Time\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eBusiness Logo (image block automatically filled)\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eDate\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eProposal Title\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThis step generates a perfectly formatted Google Doc with:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eBranding\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eProposal sections\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eClient details\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eAI-written summary \u0026amp; highlights\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eAll without manual editing.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e\u003cstrong\u003e6. Saves the Final Proposal Back Into Airtable\u003c\/strong\u003e\u003c\/h2\u003e\n\u003cp\u003eThe automation updates Airtable fields:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e🔮 Proposal (document link + thumbnails)\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e🔥 Outcome\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e📆 Created Time\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e⌚️ Last Modified Time\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThis is defined in the Airtable output schema:\u003c\/p\u003e\n\u003cp\u003eThe business now sees the final proposal attached directly in their CRM.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch1\u003e\u003cstrong\u003eWHAT'S INCLUDED IN THIS DOWNLOAD\u003c\/strong\u003e\u003c\/h1\u003e\n\u003cp\u003eWhen you purchase this automation, you receive:\u003c\/p\u003e\n\u003ch3\u003e\u003cstrong\u003e1. Full Make.com Scenario File\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eWith all modules pre-built:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eAirtable Trigger\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eFireflies Transcript Scraper\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eBasicFeeder \/ TextAggregator\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eOpenAI GPT-4o Proposal Writer\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eGoogle Docs Proposal Generator\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eAirtable Output Writer\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003e2. Pre-Configured Prompts\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eIncluding:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eSummary paragraph prompt\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eHighlights extraction prompt\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eStructured output rules\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eInternal formatting rules\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003e3. Google Docs Template Mapping\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eAll field mappings exactly matched:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eBusiness Name\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eClient Name\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eLogo\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eAI generated text\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eProposal metadata\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003e4. Error-Protected Logic\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eThe scenario includes:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eMaxErrors = 3\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eAutoCommit = true\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eAsynchronous runs\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003chr\u003e\n\u003ch1\u003e\u003cstrong\u003eWHO THIS AUTOMATION IS FOR\u003c\/strong\u003e\u003c\/h1\u003e\n\u003cp\u003ePerfect for:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eB2G agencies\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eAutomation agencies\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eConsultants\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eProposal writers\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eFreelancers\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eSales teams\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eAnyone generating proposals from client calls\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eIf you want to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eSave 3–5 hours per proposal\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eDeliver proposals instantly after a call\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eLook more professional\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eScale without hiring writers\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThis automation is built for you.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch1\u003e\u003cstrong\u003eWHY THIS IS EXTREMELY POWERFUL\u003c\/strong\u003e\u003c\/h1\u003e\n\u003cp\u003eNormally, proposals take:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e45–120 minutes to write\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e20 minutes to format\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eExtra time pulling client details\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eMore time inserting logos and templates\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThis workflow reduces the entire process to:\u003c\/p\u003e\n\u003ch3\u003e\u003cstrong\u003e1. Have a client meeting\u003c\/strong\u003e\u003c\/h3\u003e\n\u003ch3\u003e\u003cstrong\u003e2. Wait 30–60 seconds\u003c\/strong\u003e\u003c\/h3\u003e\n\u003ch3\u003e\u003cstrong\u003e3. Proposal is ready\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eYour agency will deliver proposals faster than competitors — instantly after the call ends.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch1\u003e\u003c\/h1\u003e\n\u003cp\u003eTurn every client meeting into a polished, beautifully formatted proposal — fully automated.\u003c\/p\u003e\n\u003cp\u003eUnlock this \u003cstrong\u003eB2G Proposal Automation System\u003c\/strong\u003e and scale your business without scaling your workload.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"virgin ai","offers":[{"title":"Default Title","offer_id":42932609744959,"sku":null,"price":51.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0652\/0769\/7471\/files\/generated_image_ff96cd93-a144-44f8-90dc-799c8f8c0900.png?v=1771353642","url":"https:\/\/sierraugc.shop\/products\/automated-b2g-proposal-generator-ai-transcript-to-proposal-system","provider":"SIERRA AI ","version":"1.0","type":"link"}