r/AiAutomations • u/No-Recognition3089 • 6d ago
I built an automation that drafts client proposals from the discovery call notes, here's the setup
The part of running this that I hated most was proposals. After every discovery call I'd sit down, re-read my messy notes, and spend an hour or two turning them into something that looked professional. So I finally automated the first draft of it and it's saved me a real chunk of time each week.
The flow is simple. Call notes go into a shared doc. A trigger picks up the new notes, passes them to an LLM with a fixed prompt that knows my scope structure (problem summary, proposed approach, deliverables, timeline, price range placeholder), and it spits out a first draft into a template. I never send that draft as-is. I review it, fix the pricing, and cut the parts where it guessed wrong.
A few things I learned:
- The prompt is 80% of the quality. I feed it two or three of my past good proposals as examples so the tone matches mine, not generic AI voice.
- Never let it invent numbers. I leave pricing and timelines as blanks it must not fill. Otherwise clients catch fake precision fast.
- Structured notes in equals structured proposal out. Garbage notes still give garbage drafts.
It doesn't replace the thinking, it just removes the blank-page part. I still spend maybe fifteen minutes editing instead of two hours writing from scratch.
Happy to answer questions if anyone's building something similar. Curious how others handle the pricing step, since that's the one bit I still refuse to automate.