Meeting notes to proposal
Meeting notes, transcript excerpts, structured scoping notes, and post-meeting summaries all work as input. InkDraft extracts the commercial terms that were discussed and carries them through the proposal, contract, electronic signature, and payment. One set of numbers, entered once.
From notes to proposal in one step
[14:32] "...so the project would be 40 hours at 150 per hour, spread across the two phases we discussed, discovery first, then the implementation..."
rate: CHF 150/h · hours: 40 · phases: 2 (discovery, implementation) · split: 20h each
Phase 1: Discovery & Strategy · 20h × CHF 150 = CHF 3,000
The same terms flow into the contract clause, appear on the client review page, carry through e-signature, and set the payment milestone.
What counts as valid input?
- Raw call transcripts · full recordings from Fathom, Zoom, Fireflies, or pasted directly
- Typed meeting notes · your own notes summarizing what was agreed
- Engagement briefs · structured documents outlining scope, timeline, and pricing
- Email summaries · recap emails sent after a call or meeting
- Transcript excerpts · the relevant portions of a longer transcript
- Structured scoping documents · SOWs, briefs, or scoping sheets with commercial terms
Notes vs. full transcripts?
Notes are enough when they capture the commercial terms clearly: scope, rate, deliverables, timeline, and payment structure. The proposal will trace every term back to the notes you provided. Full transcripts add value when you want traceability to the exact moment something was said on the call, because InkDraft can link each extracted term to the specific segment where it was discussed. If accountability and audit trails matter to your client, start from the full transcript. If speed matters and you trust your notes, notes are enough.
FAQ
Can I create a proposal from meeting notes instead of a recording?
Yes. Paste or import your meeting notes directly. InkDraft extracts scope, rates, deliverables, and timeline the same way it does from a full call transcript. The notes become the source of truth for the proposal, contract, signature, and payment.
What kinds of notes work as input?
Any structured text that describes what was agreed. Raw call transcripts, typed meeting notes, engagement briefs, email summaries, transcript excerpts, and structured scoping documents all work. InkDraft reads whatever you provide and identifies the commercial terms.
How does InkDraft handle incomplete or partial notes?
InkDraft extracts whatever terms are present and flags anything it cannot find. If your notes say "40 hours at 150" but do not mention a timeline, InkDraft builds the proposal from what exists and leaves the gap visible for you to fill before sending.
Try it with your own notes
Paste meeting notes or a transcript excerpt. See every extracted term traced back to the source, with the proposal ready to send.
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