Proposal Brief Intake
Converts a client call, voice memo, or rough notes into a clear proposal brief.
by pawbytes · ★ 114 on GitHub
What it does
You give Claude text, an audio recording, or a video of a client conversation, and it extracts the client details, scope, budget, and timeline into a structured brief. It flags anything missing so you can fill the gaps before moving forward. You get a clean, organized brief ready to feed into research and pricing.
Who it’s for
A good fit for salespeople, consultants and founders who sell and anyone working with Word, PDF, Excel or PowerPoint files.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Runs bundled Python scripts on your computer; needs a paid AssemblyAI account for audio or video transcription.
Script files included: 4
As with any add-on, only install skills from sources you trust, and read what it does first.
License
MIT