From discovery call to polished proposal in minutes. This n8n workflow listens for new bookings, transcribes your calls with Fathom, analyzes the conversation with AI, and generates a tailored proposal from your Google Drive template.
End-to-end automation from booking to proposal delivery with CRM tracking
Fires automatically on every new Cal.com booking. No manual steps — the pipeline starts the moment a lead schedules a discovery call.
Pulls lead info from Google Sheets to enrich context. Company details, past interactions, and service interests are ready before the call.
Auto-records and transcribes discovery calls with Fathom. Every word captured with speaker attribution for accurate analysis.
Extracts goals, pain points, and requirements from the transcript. AI identifies key themes and decision factors for the proposal.
Creates a tailored proposal from your Google Drive template. AI fills in specifics based on what was discussed in the call.
Syncs lead status and proposal tracking to your CRM. Keep your pipeline current without lifting a finger.
Integrated across two connected n8n workflows with multiple services
Four-step pipeline from booking to proposal in your inbox
Lead books a discovery call via Cal.com, triggering the workflow automatically.
Fathom records and transcribes the entire call with speaker labels.
AI extracts goals, pain points, and requirements from the transcript.
A tailored proposal is created from your template and synced to CRM.
Turn discovery calls into proposals instantly. Close faster with AI-powered automation.