The call went great, and then the proposal sat in your drafts for four days.
The moment a prospect says yes is the moment they start cooling off. We wire your Zoom calls so a tailored proposal, built from what was actually said, lands in their inbox before they close the tab.
Transcript-based
drafted from the actual call, not a guess
Native GHL
sent and tracked inside GoHighLevel
Auto or review
you choose the send mode
One pipeline, from spoken call to sent proposal, with nobody touching a keyboard.
Zoom call ends
Recording closes, webhook fires
Transcript generated
Full call transcribed automatically
AI reads the intent
Pain, scope, budget, next step
Proposal drafted
Tailored to their exact words
Emailed via GoHighLevel
In their inbox, contact tagged
The Problem
Why warm calls quietly go cold
You finish a strong discovery call, then push the follow-up to tomorrow because three more calls are waiting today.
By the time you sit down to write the proposal, you are reconstructing what they said from half a page of scribbled notes.
The prospect who was ready on the call has already heard back from two competitors who followed up the same hour.
Proposal quality against a name-swapped template
TryAgentik post-meeting automation pipeline
What You've Already Tried
What most teams do after the call ends
A virtual assistant retypes the notes and drafts a proposal by hand, hours later.
A generic template goes out with the prospect name swapped in and nothing else changed.
The rep means to follow up, gets pulled into the next call, and the thread dies.
Time from call end to proposal in inbox
Speed of follow-up is the strongest signal a buyer feels
First
specific reply usually wins the frame
When two vendors are close on fit, the one whose proposal arrives while the conversation is still fresh reads as more serious and more capable. Buyers rarely wait for the slower reply; they move with whoever shows up first with something specific to what they said.
Sales response-time research, widely replicated across B2B studies ยท 2026
What We Build
What we actually build for you
Capture layer
A Zoom webhook fires the instant the meeting recording finalizes. We pull the transcript automatically, so the pipeline starts with zero manual steps from your rep. No forwarding, no copy-paste, no waiting on a nightly export.
Reasoning layer
The transcript is read by Claude Opus 4.8, with GPT Codex handling the structured extraction and formatting logic. It separates what the prospect needs from small talk, and drafts a proposal scoped to what was genuinely agreed, so the quote matches the conversation instead of a template.
Delivery layer
The finished proposal is routed into GoHighLevel and emailed to the contact from your domain. The contact record is tagged, the opportunity stage moves, and your team sees a clean trail. You can set it to auto-send or to pause for a one-click human review first.
Results
Why this holds up in real pipelines
Transcript-based
drafted from the actual call, not a guess
The proposal quotes the prospect's own words, so it reads as written for them and not pulled from a folder.
Native GHL
sent and tracked inside GoHighLevel
It runs inside GoHighLevel, the CRM your agency and clients already live in, so nothing new to log into.
Auto or review
you choose the send mode
You stay in control: run it fully automatic, or gate every send behind a fast human approval.
FAQ
Questions we get asked.
Minutes
from call end to a proposal in the inbox
Stop losing revenue to
an unanswered phone.
Book a short call. We will map your Zoom and GoHighLevel setup and show you the pipeline running on a real transcript.
Or email aditya@tryagentikai.com