A first draft exists, built only from the notes, and waits for a person to send it.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
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Function notes: Follow-ups, proposals, and the handoff between a useful conversation and a filed next step.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
AI tool
Use Claude to draft a proposal from call notes
A first draft exists, built only from the notes, and waits for a person to send it.
Time: About one to two days, including a trial on an old record.
Difficulty: Moderate
Tools: Fathom, Claude, PandaDoc
The proposal starts from a blank page the day after the call, when the specifics are already fuzzy.
A first draft exists, built only from the notes, and waits for a person to send it.
Notes, then a draft, then a proposal file.
Public outline. Setup, settings, and prompts are on the full specification.
Trigger · Fathom
A recorded sales call ends and the transcript is ready Nothing is sent yet.
Action · Claude
A draft is made from the transcript and your note of what you offered. A person reads it before it goes anywhere.
Check · PandaDoc
A person keeps the accepted text on the proposal.
First setup: About one to two days, including a trial on an old record.
After it is running: A few hours a week of drafting, once a person still checks the output.
These are planning ranges, not a measurement of your business. They are not a promise of time saved, and they are not a quote for implementation.
Industries: Agencies and studios, Professional services. Updated 16 Oct 2026. The full specification exports as Markdown for an AI agent, and also as PDF and JSON.
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