The moment it happens
Turn sales call notes into a proposal draft in Drive
Send your call notes after a sales call and a proposal draft based on your template is saved in Drive, with the link in your inbox.
- Runs
- The moment it happens
- Apps
- Gmail, Google Drive
- AI
- Yes, uses the built-in AI allowance
- Access
- Drive write; Gmail gmail.send
Send this to your assistant
Create a ClickRuntime automation: when I send call notes to my trigger link, draft a proposal from my template, save it as a Doc in my Drive 'Proposals' 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
A consultant finishes a discovery call with a promising client and knows the proposal should go out the same day. Instead it waits until the evening, because turning notes into scope, timeline and pricing sections in the agency template takes an hour of focused writing.
This automation takes the notes you send straight after the call, drafts the proposal in your own template, and saves it in your Proposals folder. You open a first draft that already reflects the conversation and spend your time on judgement, not layout.
What you get out of it
Proposals go out while interest is high
A draft ready minutes after the call makes a same-day proposal realistic, which often decides who wins the work.
Your template, every time
Each draft starts from your own Doc template, so branding, terms and section order stay consistent across the team.
Nothing from the call is lost
Details the client mentioned, such as deadlines and budget hints, go into the draft while they are fresh, instead of relying on memory days later.
You stay in control
The draft is saved for you to edit and send. Nothing reaches the client until you decide it is ready.
How it works
What happens, step by step
ClickRuntime starts when you send your call notes to your trigger link.
It makes a copy of your proposal template in your Drive 'Proposals' folder.
AI writes the proposal sections from your notes and adds them to the copy.
You get an email with a link to the new draft.
Before it runs live
- Connect Google through your own Google app (a one-time, 10-minute setup), so it works with your own Gmail
- Connect Google Drive
- 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 Gmail and Google Drive steps into one automation
Under the hood
The code that runs this automation
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_event, credentials, ai, notify
TEMPLATE_ID, FOLDER_ID = "your-template-doc-id", "your-proposals-folder-id"
@on_event
def handle(event):
data = event.json or {}
client, notes = data.get("client", "New client"), (data.get("notes") or "")[:8000]
creds = Credentials(credentials.connection("google", "work"))
drive = build("drive", "v3", credentials=creds, cache_discovery=False)
doc = drive.files().copy(fileId=TEMPLATE_ID, body={"name": f"Proposal - {client}", "parents": [FOLDER_ID]},
fields="id,webViewLink").execute()
text = ai.generate(f"Write proposal sections (Context, Scope, Timeline, Next steps) for {client} from these call notes:\n{notes}",
max_output_tokens=1500).text
build("docs", "v1", credentials=creds, cache_discovery=False).documents().batchUpdate(documentId=doc["id"], body={
"requests": [{"replaceAllText": {"containsText": {"text": "{{BODY}}"}, "replaceText": text}}]}).execute()
notify.email_me(f"Proposal draft for {client}", f"Your draft is ready: {doc['webViewLink']}")
return {"doc": doc["id"]}FAQ
Common questions
How do I send the call notes?
Which template does it use?
Can it include pricing?
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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