What this automation does: Creates a living proposal tracker with AI-generated status summaries for each open proposal — so you always know where every deal stands and what the next action is.
Time saved: 15-20 minutes per week
Setup (manual, 30 minutes)
- Create a Google Sheet or Notion database with columns: Company, Contact Name, Proposal Sent Date, Last Follow-Up, Prospect Response, Next Action, Close Probability, Notes.
- After each follow-up activity, update the Notes field with a 1-2 sentence summary of what happened.
- Once a week, paste your full tracker into Claude with this prompt: "Review this proposal tracker and produce: (1) A 1-sentence status for each open proposal, (2) The top 3 deals most likely to close this month and why, (3) The top 2 deals most at risk and what I should do about each. Format as a concise weekly deal review."
- Paste the output into a Slack message to yourself or your manager as your weekly deal update.
Pro tip
Use the output as your pipeline review talking points. You'll walk into every manager meeting with a clear, structured view of your business instead of scrambling through CRM notes in real time.
