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The moment it happens

Turn call notes into a proposal deck in the client's Drive folder

Submit your notes after a sales call and a proposal deck is written, built from your Slides template, saved with a PDF in the client's Drive folder, and the link is emailed to you.

Runs
The moment it happens
Apps
Google Drive, Google Slides
AI
Yes, uses the built-in AI allowance
Access
Drive read+write; Slides write

Send this to your assistant

Create a ClickRuntime automation: when I submit my post-call notes to this link, have AI write the proposal sections, copy my Slides template, fill it in, save it and a PDF in the client's Drive folder, and email me the link.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Agencies and consultants know the proposal should go out while the call is still fresh, ideally the same day. In practice, building the deck takes a few hours, so it goes out at the end of the week and the prospect has cooled.

Turning call notes into a first-draft deck in your own template within minutes means you spend your time refining the proposal, not formatting it.

What you get out of it

  • Same-day proposals

    A draft deck exists minutes after the call, so it can go out while interest is high.

  • Always on brand

    Every proposal starts from your own template, fonts and layout.

  • Filed in the right place

    The deck and PDF are saved in the client's Drive folder automatically.

  • You stay the author

    AI writes the first draft; you edit before sending.

How it works

What happens, step by step

  1. You send your call notes, client name and Drive folder to your automation's link.

  2. AI writes the proposal sections from your notes.

  3. ClickRuntime copies your Slides template into the client's folder and fills in each section.

  4. It saves a PDF version alongside the deck.

  5. You get an email with links to both.

Before it runs live

  • Connect Google Drive
  • Connect Google Slides
  • Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens
Turn call notes into a proposal deck in the client's Drive folderjust nowSucceeded
Email · Proposal readyProposal draft ready: Acme Corp – Deck: docs.google.com/presentation/d/… PDF saved in the client's folder.

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Act only on the items that match your own rules, and skip the rest
  • Change what the AI looks for, or how it writes the result
  • Add another app, for example also send it to Slack
  • Combine it with other Google Drive and Google Slides steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
ai_proposal_deck_after_a_sales_call.pyexample
import io
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from googleapiclient.http import MediaIoBaseUpload
from clickruntime import on_event, credentials, http, notify, ai

TEMPLATE_ID = "your-slides-template-id"

SCHEMA = {"type": "object", "properties": {k: {"type": "string"} for k in ("problem", "solution", "timeline", "price")}}

@on_event
def handle(event):
    body = event.json or {}
    p = ai.generate(f"From these sales call notes write proposal sections (problem, solution, timeline, price), each under 80 words:\n{body['notes'][:6000]}",
                    json_schema=SCHEMA, max_output_tokens=700).json
    drive, slides = build("drive", "v3", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False), build("slides", "v1", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False).presentations()
    deck = drive.files().copy(fileId=TEMPLATE_ID, body={"name": f"Proposal – {body['client']}", "parents": [body["folder_id"]]}).execute()["id"]
    values = {"client": body["client"], **p}
    slides.batchUpdate(presentationId=deck, body={"requests": [{"replaceAllText": {"containsText": {"text": "{{" + k + "}}"}, "replaceText": v}}
                                                              for k, v in values.items()]}).execute()
    pdf = drive.files().export(fileId=deck, mimeType="application/pdf").execute()
    drive.files().create(body={"name": f"Proposal – {body['client']}.pdf", "parents": [body["folder_id"]]},
                         media_body=MediaIoBaseUpload(io.BytesIO(pdf), mimetype="application/pdf")).execute()
    notify.email_me(f"Proposal draft ready: {body['client']}", f"Deck: https://docs.google.com/presentation/d/{deck}\nPDF saved in the client's folder.")
    return {"deck": deck}

FAQ

Common questions

What should my notes include?
The client's name, their problem, what you proposed, the price and timeline. Bullet points are fine.
What placeholders does the template need?
Text like {{client}}, {{problem}}, {{solution}}, {{timeline}} and {{price}} where the content should go.
Is it sent to the client?
No. You get the link by email and send it yourself once you've reviewed it.
What permissions does it need?
Drive read+write; Slides write. Nothing else in your accounts is used.
Does it need AI?
Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.
How many runs does it use?
One run for each event the app sends.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Turn call notes into a proposal deck in the client's Drive folder” from your assistant

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