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.
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
You send your call notes, client name and Drive folder to your automation's link.
AI writes the proposal sections from your notes.
ClickRuntime copies your Slides template into the client's folder and fills in each section.
It saves a PDF version alongside the deck.
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
Build your own
Need it to work differently?
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
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?
What placeholders does the template need?
Is it sent to the client?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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