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Generate AI Sales Proposals from Transcripts using Azure OpenAI, PandaDoc & Slack Approval

AI Proposal Workflow Overview

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AI Proposal Workflow Overview This workflow turns your sales calls + intake form into a polished, send-ready proposal. It pulls the latest call transcript from Fireflies, generates structured proposal content with Azure OpenAI, builds a proposal in PandaDoc, routes it for Slack approval, and then handles sending, CRM stage updates (Airtable/HubSpot), and automated follow-ups using the PandaDoc audit trail. This workflow is modular. You can replace each major tool: Fireflies** → Gong, Fathom,

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