Generate AI sales proposals from transcripts using Azure OpenAI, PandaDoc & Slack approval

AI Proposal Workflow Overview

This workflow turns your sales calls + intake form into a polished, send-ready proposal. It pulls the latest call transcript from Fireflies, generates structured proposal content with Azure OpenAI, builds a proposal in PandaDoc, routes it for Slack approval, and then handles sending, CRM stage updates (Airtable/HubSpot), and automated follow-ups using the PandaDoc audit trail.

This workflow is modular. You can replace each major tool: - Fireflies → Gong, Fathom, Wingman, Avoma (any transcript provider) - PandaDoc → DocuSign, Qwilr, Proposify, Google Docs API - Slack Approval → Gmail Approval, MS Teams Approval, Notion DB Approvals - Airtable CRM → HubSpot, Pipedrive, Salesforce, Zoho, Monday Sales CRM - Intake Form → Typeform, Tally, Jotform, HubSpot forms - Azure OpenAI → OpenAI, Anthropic Claude, Mistral, or any LLM connected through an API

The core logic stays the same — you only swap the nodes.

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Who It’s For - Agencies & consultants who send similar proposals after every call - B2B SaaS / tech teams that want proposals going out within hours - Solo operators who want AI to handle most of the draft but keep final control - Teams already working out of Slack, wanting approval flows there

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How It Works