Call Follow-Up: Add Proposal Requests to CRM and Send FYI on Slack

Streamline your post-meeting process and never miss a follow-up when a client requests a proposal. This agent listens for new meeting transcripts, identifies if a proposal was requested, and then automatically:

• Updates your CRM with the contact and their status.

• Sends a Slack notification to your team with key details.

• Logs the lead into your tracking spreadsheet.

Perfect for business development teams, sales operations, and agencies who want to ensure no opportunity slips through the cracks — and that every lead is followed up promptly and consistently.

Managing proposal requests manually is tedious, prone to human error, and easy to forget, especially after busy days full of meetings.

This automation helps you:

• Respond quickly when clients show buying signals.

• Keep your CRM clean and segmented with minimal manual effort.

• Notify your internal team instantly when proposals are needed.

• Maintain a reliable lead tracking database for reporting and forecasting.

• Save time and ensure consistency across your sales process.

It’s an essential workflow for any growing business development team looking to scale client engagement effectively.

When a new meeting transcript becomes available, the agent:

1. Finds the Meeting Details - Pulls transcript and participant information. - Checks for proposal request indications.

2. Updates CRM (Relatable) - Creates or updates a contact. - Adds the contact to both "Prospective Clients" and "Needs Proposal" spheres. - Updates relevant contact fields like company, email, and phone number.

3. Posts to Slack (Slack Channel Message) - Notifies the business development or sales channel. - Message format: "FYI - proposal requested for [service types] (posted by [automation platform])"

4. Logs the Lead (Google Sheets) - Adds a new row in your Leads Tracking Document with: - Meeting date - Contact person and company - Requested services - Other important meeting notes