Every sales call turned into a summary, extracted requirements, and an auto-generated PDF proposal — then tracked from draft to signed. Upload a recording or let Fireflies auto-capture; Claude does the rest.
Upload any recording from the dashboard, or connect Fireflies so its bot auto-joins every Zoom, Google Meet, and Teams call and sends the transcript over automatically. No new habits required.
Deepgram transcribes uploaded audio with speaker diarization; Fireflies calls arrive pre-transcribed via webhook. Either way you get a timestamped, speaker-labeled transcript ready for analysis.
Anthropic reads the full transcript and pulls out pain points, budget signals, timeline, scope, objections, competitor mentions, and the prospect's key quotes — all structured for the proposal.
Within three minutes it fires automatically: a call summary to Slack/SMS, an updated CRM record, a drafted follow-up email, action items in your task manager, and any calendar events.
Claude builds a branded proposal with line-item pricing matched to your rate sheet — cover page, scope, phased timeline, and terms — quoting the prospect's own words so it's obvious you listened.
Every proposal moves through a four-stage pipeline — Draft → Sent → Viewed → Signed — with open-tracking so you know the moment a prospect reads it and full visibility from call to closed deal.
The problems the prospect needs solved
What they can spend and how
When they need it done
The prospect's own words, verbatim
Concerns to address in the proposal
Who else they're considering
Transcript analyzed and summarized before you've left the parking lot.
A branded, priced PDF proposal drafted in about a minute, not an afternoon.
The post-call write-up and proposal work disappears into the pipeline.
Draft → Sent → Viewed → Signed, tracked end to end on your dashboard.
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