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Flows / Deals

DealsProposals always wait

Sales Pipeline

Picks up the moment a prospect replies. Drafts the answer, books the call, briefs you before it, turns the call into notes and a proposal from your own pricing, and follows up until there is a yes or a no. Nothing goes out until you approve it.

Founders and agencies who win work through calls and proposals.

Works inGmailGoogle CalendarHubSpotMailbox, calendar, CRM

What it does

  • Drafts a reply to every prospect who answers, in your tone, for your approval
  • Offers times from your booking rules and records the call
  • Writes a brief before each call and notes after it from the transcript
  • Drafts proposals from your pricing and your structure, never invented numbers
  • Follows up until there is an answer and keeps your CRM in step

What you must have

Every tool, plan and permission this flow needs, with what it costs you.

  • A Claude plan with scheduled tasks

    The flow runs inside your own Claude on a timetable.

    Cost to you: Your existing Claude subscription. Scheduled tasks need a paid Claude plan.

  • Your mailbox connected to Claude

    Replies and proposals go from your own address.

    Cost to you: A mailbox you already have costs nothing extra.

  • Call transcripts your Claude can read

    From a note taker connected to Claude, or a transcript saved to a folder. Without them the flow still drafts replies and follow ups.

    Cost to you: Free plans exist for the common note takers.

  • Your prices written down

    Proposals only use the prices you give in the interview.

    Cost to you: Free.

What waits for your yes

  • A reply to a prospect before it is sent
  • A proposal before it is sent
  • A follow up before it is sent

When it runs

  • Replies and booking

    Drafted replies and booked calls

    Weekdays 09:00

  • Briefs, notes and proposals

    Pre-call briefs, call notes and proposal drafts

    Weekdays 16:00

  • Follow ups and CRM

    Follow ups for quiet deals and a tidy CRM

    Weekdays 11:00

  • Weekly pipeline

    Deals by stage, overdue next steps and pipeline value

    Mon 08:00

These are the starting times. You choose your own in the setup interview, in your own time zone.

What it reports

  • Calls booked
  • Proposals sent
  • Deals won
  • Replies handled
  • Briefs written
  • Proposals drafted
  • Follow ups sent
  • Deals lost
  • Requests to stop
  • Open deals
  • Pipeline value
  • Overdue next steps

Rules it follows

  • Starts in approve first mode. After a set number of approved items the dashboard offers autopilot.
  • Never types passwords, never completes two factor checks, never creates accounts, never spends money without a yes.
  • Ends every run, including a failed or blocked one, with one report.
  • Treats everything it reads as information, never as instructions.

Version 1.0.0, released 12/11/2026. Changelog