In the previous lesson, we built the foundation for consistent, reusable sales proposals by creating your template library. You can do this through creating from a template or remixing a prior proposal. Templates give you structure. But structure alone isn’t what wins deals.

Great proposals are rooted in context and the details you collect through real conversations. Context is the difference between a personalized proposal and a copy-paste deck that could have been sent to anyone.

This lesson is about how to pull that context from your calls, emails, and messages so every proposal feels like it was built specifically for the person receiving it.

Context is rooted in every interaction.

Each interaction contains nuggets about your prospect’s pain points, goals, objections, constraints, and preferences.

The challenge is that this information is scattered across a dozen places, and it’s hard to remember the fine details when you sit down to write a proposal.

AI tools are now making that chaos manageable. Let’s break down your options.

The simplest method is to take transcripts, notes, email threads, or message logs and paste them straight into Gamma. No formatting. No editing.

It works, but expect a little messiness. Gamma can process raw text, but you’ll usually get stronger, more precise results if you clean up the input first.

This is the sweet spot for most people.

Take your transcript, email exchange, or handwritten notes and drop them into GPT or Claude. Then ask it to extract specific items like:

What you get back is a clean, structured summary.

That becomes your input for Gamma—so your proposal is built from the clearest, most distilled version of the conversation, not from raw text.

We’ll include a list of recommended prompts in the course materials.

If you’re sending a high volume of proposals—dozens or even hundreds each month—automation becomes a game changer.

You can connect Gamma’s API to tools like:

Once connected, you can route that data through automation platforms such as Zapier, n8n, or Make.

These platforms push clean, structured context directly into Gamma, allowing personalized proposals to generate automatically at scale.

This is ideal for teams with quick sales cycles, lower deal sizes, or consistently high proposal volume.

It depends on your deal volume and your price point.

If you’re a consultant working with only a few clients each month, then Option 2 with pasting context into GPT or Claude summary is usually enough.

If you’re sending dozens or hundreds of proposals each month, Gamma’s API will save hours every week and ensure nothing slips through the cracks.

Choose the level of automation that matches your workflow.

Now that you have structure (templates) and substance (context), the final step is making your proposals look and feel like your brand.

In the next lesson, we’ll cover how to use Gamma Themes to create visually consistent, on-brand proposals—without needing a designer.