Robyn AndersonCEO, Jam Ai · AI Implementation & Business Development Leader

Are you looking to put more quotes out? We all know that the more proposals you get out the more

18 Mar 2026 · 2 min

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1:31

In this instructional video, Robyn Anderson demonstrates a rapid workflow for converting a discovery call into a polished client proposal in roughly three minutes. She records the call with Fathom AI, copies the generated transcript, and pastes it into a new Google Docs/Word file, which she then exports as a PDF. Next, she retrieves an old proposal PDF as a template. Using a custom ChatGPT assistant she’s built—named "Morgan"—Robyn uploads both the call transcript and the old proposal PDF, prompting Morgan to generate a full proposal tailored to the recent call. Within seconds she receives a ready‑to‑use proposal, which she copies into her standard proposal template, saves as PDF, and sends to the client. The video showcases a streamlined, AI‑augmented process that leverages transcription, document handling, and a specialized language model to dramatically cut proposal preparation time.

Chapters

Welcome back to Things You Can Do with AI. Today I'm gonna show you how you can go from a discovery call to a proposal in about 3 minutes. Okay, so the first thing I do is I use Fathom AI to record my discovery calls. From there, you can actually click on transcript and copy transcript. And so that gives me every single thing that we talked about in our call. Then I'll just go over and create a new Word document. In Google Drive and paste in that transcript. Then I will download it as a PDF. Next step is find an old proposal. So here's an old proposal for another client, and I'm gonna download that as a PDF as well. Then I'll go over to ChatGPT. If you really wanna do it right, you'll create a custom GPT for your proposal writing. Which I have. Her name is Morgan. She does my business development. So all I have to do is upload the proposal and the call transcript, and I'll say, make me a proposal based on this call. And in about 2 seconds, I'll have an entirely developed proposal that's based just on this call I had in the format of how I do my proposals. So here's my proposal. I would just copy and paste that and put it into my other proposal template and save it as a PDF and send it off.