This automation is a complete end-to-end B2G Proposal Generation Engine, built to convert internal client meetings into polished, branded proposals automatically — without writing, formatting, or editing anything manually.

It 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.

Everything below comes directly from the JSON workflow.

WHAT THIS AUTOMATION DOES

1. Pulls Approved Meeting Data From Airtable

The workflow starts by watching Airtable entries that have:

• Completed meeting status

• No proposal created yet

• No outcome recorded

This filtering is defined in the JSON:

It extracts fields such as:

• Client Email

• Business Name

• First Name

• Logo URL

• Last Modified Time

• Proposal attachments array

(These fields appear throughout the JSON’s Airtable schema.)

2. Automatically Fetches the Latest Fireflies.ai Transcript

The system connects to Fireflies.ai and retrieves:

• The meeting transcript

• Speaker names

• Sentence-by-sentence breakdown

This is controlled by:

3. Converts Transcript Into Clean Aggregated Text (TextAggregator Module)

The workflow uses BasicFeeder + TextAggregator to merge transcript sentences into a clean text block:

Speaker: {{25.speaker_name}}
Text: {{25.text}}

This ensures AI receives structured, readable conversation data.

4. GPT-4o Generates a High-Quality Summary & Proposal Content

The automation sends the cleaned transcript into OpenAI GPT-4o, with instructions to:

• Create a meeting summary beginning with “We discussed…”

• Extract key highlights

• Format output in a clean, professional structure

• Use emojis inside the Highlights section

The exact prompt in the JSON:

This AI output becomes the content for your final proposal.

5. Fills a Google Docs Proposal Template Automatically

The workflow uses:

Module: google-docs:createADocumentFromTemplate

It populates fields such as:

• Client Name

• Client Business

• Proposal Content (AI-generated summary)

• Meeting Time

• Business Logo (image block automatically filled)

• Date

• Proposal Title

This step generates a perfectly formatted Google Doc with:

• Branding

• Proposal sections

• Client details

• AI-written summary & highlights

All without manual editing.

6. Saves the Final Proposal Back Into Airtable

The automation updates Airtable fields:

• 🔮 Proposal (document link + thumbnails)

• 🔥 Outcome

• 📆 Created Time

• ⌚️ Last Modified Time

This is defined in the Airtable output schema:

The business now sees the final proposal attached directly in their CRM.

WHAT'S INCLUDED IN THIS DOWNLOAD

When you purchase this automation, you receive:

1. Full Make.com Scenario File

With all modules pre-built:

• Airtable Trigger

• Fireflies Transcript Scraper

• BasicFeeder / TextAggregator

• OpenAI GPT-4o Proposal Writer

• Google Docs Proposal Generator

• Airtable Output Writer

2. Pre-Configured Prompts

Including:

• Summary paragraph prompt

• Highlights extraction prompt

• Structured output rules

• Internal formatting rules

3. Google Docs Template Mapping

All field mappings exactly matched:

• Business Name

• Client Name

• Logo

• AI generated text

• Proposal metadata

4. Error-Protected Logic

The scenario includes:

• MaxErrors = 3

• AutoCommit = true

• Asynchronous runs

WHO THIS AUTOMATION IS FOR

Perfect for:

• B2G agencies

• Automation agencies

• Consultants

• Proposal writers

• Freelancers

• Sales teams

• Anyone generating proposals from client calls

If you want to:

• Save 3–5 hours per proposal

• Deliver proposals instantly after a call

• Look more professional

• Scale without hiring writers

This automation is built for you.

WHY THIS IS EXTREMELY POWERFUL

Normally, proposals take:

• 45–120 minutes to write

• 20 minutes to format

• Extra time pulling client details

• More time inserting logos and templates

This workflow reduces the entire process to:

1. Have a client meeting

2. Wait 30–60 seconds

3. Proposal is ready

Your agency will deliver proposals faster than competitors — instantly after the call ends.

Turn every client meeting into a polished, beautifully formatted proposal — fully automated.

Unlock this B2G Proposal Automation System and scale your business without scaling your workload.