WorkWiseTools

proposal workflow

Discovery call to proposal

Turn discovery notes into proposal sections, assumptions, open questions, and a reviewed next-step email.

Outcome

The consultant gets a proposal outline and action list tied to the source notes.

Recipe snapshot

Consultants45-90 minutesmedium difficultymedium riskFathomChatGPTClaudeNotion AI

Trigger: A discovery call ends.

Inputs

  • Trigger source
  • Customer or record context
  • Owner
  • Deadline
  • System of record

Setup steps

  1. Capture the trigger and required context.
  2. Create or update the system-of-record entry.
  3. Draft the next action or message for review.
  4. Assign an owner and deadline.
  5. Log the result and check failures in the next daily review.

Prompts to reuse

  • Summarise the context for discovery call to proposal in five bullet points.
  • List missing information, risk flags, and the safest next action.
  • Draft a short message that a human can review before sending.

Review checks

  • Confirm the source data is real.
  • Check customer-facing wording before sending.
  • Confirm the owner and deadline are visible.

Failure modes

  • Trigger does not fire.
  • Record is duplicated or routed to the wrong owner.
  • AI output sounds confident but lacks source evidence.

Privacy notes

  • Only send fields needed for the workflow.
  • Avoid uploading sensitive data unless the tool has been approved.
  • Keep a human review step for high-risk outputs.

Related guides

FathomAI meeting assistant for recording, transcribing, summarising, and sharing meeting notes.ChatGPTGeneral-purpose AI assistant for writing, analysis, brainstorming, coding, and business workflows.ClaudeAI assistant often used for long-form writing, document analysis, and business reasoning.Notion AIAI features inside Notion for notes, docs, wikis, and team knowledge management.Meeting notes to project tasksA client, sales, or delivery meeting ends.Run the related free toolTurn this recipe into a practical output.Workflow LibraryBrowse more workflow recipes.

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