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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.

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

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

  1. ClickRuntime starts when you send your call notes to your trigger link.

  2. It makes a copy of your proposal template in your Drive 'Proposals' folder.

  3. AI writes the proposal sections from your notes and adds them to the copy.

  4. 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

RunsThe moment it happens
Turn sales call notes into a proposal draft in Drivejust nowSucceeded
Email · Proposal draftProposal draft for Northwind Traders is ready: https://docs.google.com/document/d/…

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 Gmail and Google Drive 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.
proposal_drafts_from_call_notes.pyexample
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?
Post them to your trigger link from a form, a notes app shortcut or another tool you already use. Plain text notes are enough.
Which template does it use?
A Google Doc you choose. It is copied for each proposal, so the original template is never changed.
Can it include pricing?
It can suggest pricing from rates you include in the template or notes. Most people keep pricing as a placeholder and fill it in when they review the draft.
What permissions does it need?
Drive write; Gmail gmail.send. 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 sales call notes into a proposal draft in Drive” from your assistant

Copy the prompt above, or connect your assistant first. Free plan, no credit card.