Automated B2G Proposal Generator – AI Transcript-to-Proposal System

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.