Turn call notes into a first-draft proposal
- Who it's for
- Consultants, agencies and trades who write proposals
- Outcome
- A structured first draft proposal you can finish in a fraction of the time.
- Why Handoff 2
- It produces a document for you to edit. Nothing is sent.
Steps
- Paste your call notes and your standard prices or packages.
- Give it a past proposal as a template.
- Ask it to mark any assumption with [ASSUMPTION].
- Edit, price-check and send it yourself.
Copy-paste prompt
Works with any agent. Replace the [square brackets] with your details.
Using my call notes below and my standard packages, draft a proposal for [client].
Call notes: [paste]
Packages and prices: [paste]
Template to follow: [paste or attach past proposal]
Only use prices from my packages. Mark anything you assume with [ASSUMPTION]. Do not add guarantees, timelines or extras I have not mentioned. Output as a document draft for me to edit.Notes for each agent
Only features we found in each provider's official documentation on 14 Oct 2026 are stated as product facts, with the source linked. Product features change; check before relying on them.
Claude Suggested
Ask Claude to save drafts, not send them. In Cowork's Manual mode it pauses for approval before using connector tools set to 'Needs approval'. Avoid 'Skip' mode for anything sent in your name.
From official docs Official source
ChatGPT Suggested
Before an app action such as sending an email, ChatGPT may show an approval card. Keep your email app on 'Always ask' or 'Allow read actions' so sending always needs your OK.
From official docs Official source
Gemini Suggested
Gemini can draft Gmail messages in chat (Google Workspace connected app required). The draft has a Send button, so read it first, or use 'Edit in Gmail' on the web to finish it in Gmail.
From official docs Official source
Microsoft Copilot Suggested
In Outlook, 'Draft with Copilot' writes a draft you edit and send yourself, and 'Coaching by Copilot' can suggest tone and clarity fixes.
From official docs Official source
Open agents & automations Suggested
In n8n, connect the send tool through a human review step: the workflow pauses and shows the exact message for Approve or Deny.
From official docs Official source
Common failure, and how to catch it
- What goes wrong
- It adds deliverables the client never asked for, or a timeline you cannot meet.
- How to catch it
- Search the draft for [ASSUMPTION] and every number before sending.
Time and cost
- Time to set up
- 20 minutes
- Cost
- Works in a standard chat on most plans; no extra tools needed.
Sources
- https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork
- https://help.openai.com/en/articles/20001495-managing-app-permissions-in-chatgpt
- https://support.google.com/gemini/answer/18741629
- https://support.microsoft.com/en-gb/outlook/frequently-asked-questions-about-copilot-in-outlook
- https://docs.n8n.io/build/integrate-ai/ai-examples/human-in-the-loop-for-tools
Reviewed 14 Oct 2026 against the sources above. This playbook has not been tested on every agent listed; it is written to be agent-agnostic.