Proposal Generator
Generate client proposals from discovery call notes and company data.
This workflow analyzes call transcripts, extracts client needs, and generates customized proposals with pricing.
Use Case
Agencies and consultancies can reduce proposal writing time from hours to minutes by automating the extraction of client requirements and generation of tailored proposals.
Implementation
1import { relay } from "@relayplane/workflows";23const result = await relay4 .workflow("proposal-generator")56 // Step 1: Extract client needs from call transcript7 .step("extract-needs")8 .with("anthropic:claude-3.5-sonnet")9 .prompt(`Analyze this discovery call transcript and extract:10- Client business goals11- Pain points and challenges12- Budget range mentioned13- Timeline requirements14- Success criteria1516Transcript: {{transcript}}`)1718 // Step 2: Generate pricing based on scope19 .step("calculate-pricing")20 .with("openai:gpt-4o")21 .depends("extract-needs")22 .prompt(`Based on these client needs, generate a pricing breakdown:23{{extract-needs.output}}2425Use our standard rates:26- Strategy: $200/hr27- Design: $150/hr28- Development: $175/hr2930Provide 3 tiers: Essential, Professional, Enterprise`)3132 // Step 3: Write the proposal33 .step("write-proposal")34 .with("anthropic:claude-3.5-sonnet")35 .depends("extract-needs", "calculate-pricing")36 .prompt(`Write a professional proposal document with:37381. Executive Summary392. Understanding of Client Needs403. Proposed Solution414. Pricing & Timeline425. Next Steps4344Client Needs: {{extract-needs.output}}45Pricing: {{calculate-pricing.output}}4647Use professional, consultative tone.`)4849 .run({50 transcript: callTranscript,51 });5253console.log("Proposal:", result.steps["write-proposal"].output);Expected Output
The workflow returns a complete proposal document with executive summary, solution overview, pricing tiers, timeline, and next steps - all customized to the client's specific needs.
Customization
- Adjust hourly rates in the calculate-pricing prompt
- Add a step to incorporate past project case studies
- Include a final step to format as PDF using a template
- Add competitor analysis step for differentiation
Time Saved: Reduces proposal creation from 3-4 hours to 15 minutes