Claude: Build a proposal in your template from call notes
Claude for PowerPoint builds the proposal in your template from the Gong transcript, account brief, and pricing.
How to do it
- Share the transcript, brief, and pricing
- Ask for the proposal in your template
- Review numbers before sending
Source
Source: Anthropic · https://claude.com/solutions/sales · Checked Oct 24, 2026
Related use cases
- Claude: Research an account into a one-page brief · Claude
- Claude: Get a daily meeting brief in Slack · Claude
- Claude: Draft an RFP response from your answer library · Claude
- Claude: Run a weekly pipeline review · Claude
- Claude: Produce best, likely, and worst-case forecasts · Claude
- Claude: Turn call transcripts into follow-ups and CRM fields · Claude
- Claude: Build competitive talk tracks · Claude
- Claude: Prepare for renewals from Salesforce data · Claude
Get The Sales Prompt Playbook free, plus The Next Best Action weekly email (optional; the hub stays open)