Turn your Zoom calls into polished client proposals in minutes.

Click here for Google Doc  (Click 'file' > 'Make a copy')

➤ How it works:

This automation takes your recorded client meetings from Zoom and transforms them into ready-to-send proposal presentations automatically.

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It handles the entire workflow:

1. Listens for new Zoom recordings
2. Finds the matching lead in your CRM (Close.com or GoogleSheets as an alternative)
3. Downloads and converts the Zoom transcript
4. Cleans up timestamps and system text
5. Feeds everything to ChatGPT (via OpenAI Assistant) to create a structured proposal
6. Formats the proposal text for visual readability
7. Auto-generates a Google Slides presentation based on your branded proposal template
8. Creates a draft email to send the presentation to the client
9. Updates your CRM with the latest status or additional details </aside>

You basically go from a recorded meeting to a professional proposal deck and client-ready email without lifting a finger.

➤ What’s Included:

1. Make.com Blueprint (.json): Import into your Make.com account

   [Ourix TEMPLATE] Zoom Transcript -- AI Modification -- Proposal Template -- Email Draft -- CRM Update.blueprint.json

2. AI Proposal Assistant Instructions (.txt): Set up the OpenAI Assistant correctly

   OpenAI_Proposal_Assistant_Instructions.txt

3. Assistant Setup Screenshot: How to configure GPT and its tools

4. Google Slides Proposal Template: Fully structured to match the automation fields

   GoogleSlides Presentation Template

Open in GoogleDrive:

[Ourix - External] AI Proposal Generation System - Google Drive