01
Reads the transcript.
Client goals, key considerations, success metric, scope, functionality and fee range.
Case study · 04 · Finance Handler Agent
From sales call to branded proposal in 2 minutes.
Turns a sales call into a priced proposal before the client forgets the call.
2 min
Call to PDF, down from 2 days
8
Fields pulled from each call
6
Pages, fully branded
The problem
A deal is warmest the hour after the call.
So the proposal starts writing itself. The call transcript is read for client goals, key considerations, the success metric, pages and scope, functionality and the fee range. Anything missing is flagged before it goes further.
The fields land in Airtable, are checked, then typeset in LaTeX into a finished, on-brand PDF saved to Google Drive. The pages in our portfolio are real output, generated for Shaka Studio with the client’s details removed.
How it works
How it works.
02
Flags what is missing.
Gaps are caught before a proposal is built on them.
03
Structures it in Airtable.
Every call becomes a record with the same fields.
04
Typesets the proposal.
LaTeX turns the record into a branded PDF, saved to Google Drive.
The detail
What it looks like
In their words
“The proposal used to sit on my list for days. Now it’s drafted before I’ve finished writing up the call, in our own format.”
London Media Lounge, on the Finance Handler Agent
What it runs on
n8n, Airtable, Gemini, LaTeX, Google Drive, in the client’s own accounts.
Related services
Next step
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