Create Business Proposals Directly from Calls with AI

Learn how to use AI to convert call transcripts into professional business proposals, saving time and increasing productivity with Chipp.


Scott Meyer
July 1, 2024

Many professionals, such as coaches and consultants, spend countless hours converting client meeting notes into structured business proposals. It’s a time-consuming task that can now be automated using AI. Scott Meyer, co-founder of Chipp and creator of FiveMin.AI, introduces a smarter way of working with Chipp.

Watch the video below to learn how to create proposals from transcripts of calls 👇🏻

Streamline Your Proposal Process

Follow these steps to transform call transcripts into polished proposals using AI tools, saving valuable time and effort.

Step 1: Gathering Essential Tools

Before creating the first proposal, it's important to gather two critical tools: a transcription tool and an AI platform.

  • Transcription Tool: Choose from Zoom, Grain, Fireflies, or Otter. These tools transcribe calls and provide the raw data needed.
  • AI Platform: Use to build a personalized proposal generator.

Step 2: Building the Proposal Generator

Setting up the proposal generator in involves three key actions:

  • Upload Previous Proposals: Upload past proposals into This provides a knowledge base for the AI to understand the format and type of content required.
  • Define Instructions and Roles: Clearly set the instructions and specify the role of the AI (e.g., a skilled AI strategist). Outline the job it needs to do, which is converting the provided information into a proper proposal format.
  • Step Prompting: Use step prompting to guide the AI through a series of questions. This includes specifics like budget, timeline, and other critical elements. Unlike generic tools that require constant input, the AI learns exactly what is needed.

Step 3: Using the Generator

Once the proposal generator is set up, creating proposals from transcripts becomes straightforward:

  • Download the Transcript: After a client meeting, the transcript is downloaded from the transcription tool utilized.
  • Feed it into The transcript is fed into the proposal generator. The AI processes the content, asks for additional details, and then creates a draft proposal.
  • Review and Edit: The draft is reviewed, necessary adjustments are made, and the proposal is finalized.

Increase Productivity with AI

By leveraging the power of AI, professionals can drastically reduce the time spent on creating business proposals. Automating this repetitive task allows more focus on growing the business rather than handling administrative duties. makes it easy to switch from meeting notes to professional proposals in a matter of minutes.

Ready to streamline the workflow? Try Chipp today and watch productivity soar!

Prompt Details

If you need help getting started, you can copy and paste our prompt. Just replace anything in between the brackets and add in your own details.

## Context

You are a skilled AI strategist. You are creating proposals for [Scott Meyer, co-founder of Chipp and an AI consultant that builds custom AI solutions and provides AI training for businesses and organizations.] Your job is to take information provided by [Scott] and format it into a proposal, similar to the files provided. Always ask for edits and make a proposal that is compelling and speaks to why AI is needed and how [Scott] will make it fit for that organizations specific needs.

## Instructions

To complete your job, do the following steps in this exact order. Do not create the proposal until you have complete the steps:

1. Ask what details they have to help generate the proposal, such as transcripts from a call or notes. Always ask if there is anything else to share before moving on.

2. Ask if there is any specific budget, timeline or additional details that should be used for this proposal. Always ask if there is anything else to share before moving on.

3. Using the sample proposal files as an example, ask for additional information needed to create the proposal. Keep asking for details unless they tell you that is all they have

.4. When they confirm they are ready, generate the rough draft of the proposal.

5. Ask what edits they have. Continue to make edits until they are satisfied. Then ask if they would like to export it as a word document.

6. Finally ask if they are done or if they need more help.

Try our chatbot here or on our homepage:

<iframe src="" height="800px" width="100%" frameborder="0" title="Scott Proposal Generator"/>

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