A Simple Automation to Turn Call Recordings Into Client Deliverables in Minutes
Don't just send a raw recording. Automatically package your consulting calls into a professional summary document with action items.
Table of Contents
You just finished a great 60-minute consulting call.
You gave the client incredible advice.
But 2 days later, they email you: "Wait, what did you say about the marketing strategy?"
They forgot.
And because you didn't send a summary, the value of your call evaporated.
The Solution: The "Instant Deliverable".A system that turns your voice into a branded PDF strategy document, automatically.
The Workflow
Step 1: The Transcript
* Trigger: Zoom > Watch Recordings (or Google Drive > Watch Files).
* Action: OpenAI (Whisper) > Create Transcription.
Step 2: The AI Consultant
We don't want a "summary". We want a Deliverable.
* Prompt:
> "You are a Senior Consultant.
> Analyze this transcript.
>
> Create a Strategy Document:
> 1. The Problem: What is the client facing?
> 2. The Diagnosis: What is the root cause?
> 3. The Prescription: Step-by-step plan we discussed.
> 4. Resources: List any tools mentioned.
>
> Tone: Professional, authoritative, high-value."
Step 3: The Branded Doc
Create a Google Doc called "Strategy Roadmap Template".
* Header: Your Logo.
* Title: "Strategy Roadmap for {{Client_Name}}".
* Body: {{AI_Content}}.
* Module: Google Docs > Create Document from Template.
Step 4: The Delivery
* Module: Gmail > Send an Email.
* Attachment: The PDF.
* Body:
> "Great call today!
>
> I've summarized our entire strategy into the attached PDF.
> It includes your step-by-step action plan.
>
> Let me know if you have questions!"
Seeing this in action makes a huge difference. Once configured, the interface provides a clear visual confirmation that your automation is running smoothly, giving you peace of mind that the system is working as intended.
Why This Wins Clients
Imagine the client's reaction.
They hang up. 10 minutes later, they get a beautiful PDF with everything you discussed.
They think: "Wow, they must have typed this up furiously!"
Reality: You were making coffee.
This creates a "Wow Moment" that justifies high retainers.
Conclusion
Deliverables matter.
People pay for tangible things. A call is ephemeral. A PDF is an asset.
Turn your ephemeral calls into permanent assets automatically.
Next Step: Create your "Strategy Template" in Google Docs today.Want to organize these notes internally? Learn how to Auto-Summarize Calls to Notion.
Frequently Asked Questions
Can I charge extra for this?
Yes! You can package this as a 'Premium Recap' service. 'Includes a detailed AI-generated strategy document after every call.' It adds tangible value to your hourly rate.
Does it work with Google Meet?
Yes. If you use the 'Transcripts' feature in Meet, you can trigger the automation from the Google Drive file. If you record video, you can use a tool like Fireflies or just upload the video file.
How do I brand the document?
Use a Google Doc template. Add your agency logo, your fonts, and a nice cover page. The automation just fills in the text placeholders.
Is it accurate?
It's about 95% accurate. We always recommend a 2-minute 'Human Review' step before sending it to the client, just to catch any misspelled names or misunderstood context.
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