It gets the meeting notes
Notes, a transcript or a voice memo with a few sentences after the call. They do not have to be tidy.
The agent is part of the 200IQ LABS agentic systemSPEC / SA / PROPOSALS AND FOLLOW-UPS AGENT
An AI agent that prepares proposals and follow-ups after a meeting
After a meeting you hand the agent your notes or a transcript. You get back the agreements, the tasks, a draft follow-up and, when needed, a draft proposal. You read, correct and send them yourself.
Book a call
The first meeting takes about an hour. We go through your proposals and follow-ups process and agree where to start.
What the agent does
From the end of the meeting to the message that goes out, step by step.
01 02 It pulls out agreements and tasks
What the client wants, what we promised, who does what and by when. It records this with the client in the shared company knowledge base.
03 It drafts the follow-up
An email summing up the agreements and the next step, in the tone you use with clients.
04 It drafts the proposal, when one is needed
From the agreements, the price list, templates and earlier proposals. It flags whatever the agreements do not settle instead of guessing.
05 It hands both drafts to you for approval
You read, correct and send them. We record your corrections as rules, so the next draft is closer to what you would have sent yourself.
What it works from
The agent writes from knowledge the company already has. We put it in order during the deployment.
- Meeting notes or transcript
- The source of the agreements, the tasks and what the client needs.
- The client history
- Earlier agreements, proposals sent and open matters recorded in the knowledge base.
- Price list and service descriptions
- Where the agent takes scope and prices from. It does not invent a price the list does not have.
- Templates and earlier proposals
- The structure, terms and way of writing the company already uses.
What you get
This is what you receive after a meeting. We show the structure of the drafts, because the agent writes their content from the agreements of a specific call.
- Subject
- Refers to the meeting and what you agreed.
- Summary
- Two or three sentences: what the meeting was for and what was decided.
- Agreements
- The list of agreements from the notes, in the words used in the meeting.
- Who does what
- Tasks on your side and the client’s, with due dates if any were set.
- Next step
- One proposal: the date of the next call, a proposal or the client’s decision.
- Scope
- What the company will do, written from the agreements and the service description.
- Not included
- The limits of the scope, so the client does not have to guess them.
- Price and terms
- From the company’s price list and templates. The person responsible for them approves scope and price.
- To check
- The agent’s notes for you: what was missing from the agreements and what needs confirming.
The drafts come to you, not to the client. The agreements and tasks stay recorded with the client, even if you send the message some other way.
Who approves sending
Always a person. A proposal commits the company and a follow-up tells the client what you agreed, so a specific person is responsible for both. The system measures how many drafts pass without correction, so you can see how well the agent already knows the company.
- The agent does not send emails or proposals to clients.
- The agent does not change prices or terms.
- The agent makes no commitments on behalf of the company.
We run this process in our own company: agents draft our proposals and follow-ups, and one of us sends them. Client deployments are just starting, and for each one we say plainly what stage it is at.
Where the system runsWhen it makes sense
- After most meetings someone writes a follow-up, and a proposal in the evening.
- A new proposal starts as a copy of the last one with the details changed.
- Agreements with clients get lost in notes, and later it is hard to tell what was promised to whom.
- You have a price list, service descriptions and a few proposals already sent, or they can be gathered.
Price
from PLN 9,000 net
Proposals and follow-ups after meetings are the most common first process of a deployment, and the lowest-cost scope when the company’s knowledge already exists. The price covers system configuration, documentation and team training. We set the final price after the meeting.
On your side: a Claude Team subscription for every person who works in the system.
Questions
Does the AI agent send proposals and follow-ups to clients by itself?
No. The agent prepares a draft, and a person reads, corrects and sends it. Every step that cannot be undone needs approval.
How does the agent know what our services cost?
From the price list, the service descriptions and earlier proposals in the company knowledge base. If there is no price for a given scope, the agent flags it in the draft and you set the price.
Does it work with our CRM and mailbox?
To start, notes and company files are enough. We add integrations with a CRM, mailbox or calendar when the process really needs them, and quote them separately.
How much time does it save?
We do not give one number, because it depends on how many meetings and proposals you have. Count the hours a week your team spends on follow-ups and proposals today. The agent takes over the writing; reading, correcting and sending stay with you, so the saving also depends on how many drafts pass without correction.
Let's talk
Book a call
The first meeting takes about an hour. We go through your proposals and follow-ups process and agree where to start.
Prefer to write?hello@200iqlabs.io