Statement of Work (SOW) Generator

This Make.com scenario is designed to automate the process of transforming meeting transcripts into a draft Statement of Work (SOW) and sending it to the project manager via email. This automation efficiently converts a traditionally manual and time-consuming analysis and writing process into a streamlined and consistent operation, all while preserving quality standards.

  1. Custom WebHook: The scenario starts by receiving data from an external source through a webhook.

  2. Fireflies AI: It retrieves the transcript of a meeting using the meeting ID provided by the webhook.

  3. Basic Feeder/Text Aggregator: The transcript is filtered and the filtered text is formatted, including details like start time, speaker name, and end time.

  4. Anthropic Claude: This module generates a structured SOW message based on the aggregated text. 

  5. Markdown Compiler: The generated message is compiled into markdown format.

  6. Google Email: Finally, the compiled SOW is sent via email.

This custom automation streamlines the process of drafting SOWs from client discovery calls, ensuring consistency in format and inclusion of standard Work Simplr commitments while maintaining a professional presentation. 

  • This prompt is designed to help Claude generate standardized Statements of Work (SOW) from meeting transcripts. Here are the key insights and unique aspects:

    Standardization with Flexibility

    • Maintains consistent structure while allowing customization for each client

    • Enforces specific required elements (like the 5 standard Work Simplr commitments) while leaving room for client-specific details

    • Uses markdown formatting for clear visual hierarchy

    Quality Control Mechanisms

    • Explicitly warns against using buzzwords and jargon

    • References Strunk & White's style guide for clear writing

    • Requires specific formatting (asterisk lines as section separators)

    • Forces two-paragraph structure for scope section to prevent overcomplicated descriptions

    Error Prevention Features

    • Repeatedly emphasizes replacing placeholder text (like "<Client Company Name>")

    • Lists standard commitments with exact required wording

    • Uses clear visual examples of the expected output format

    Process Guidance

    • Breaks down the analysis into clear steps (Analyze → Draft → Optimize)

    • Provides specific focus areas for transcript analysis (pain points, outcomes, requirements)

    • Includes both structural requirements and writing style guidance

    Unique Aspects

    • Combines project management best practices with specific company requirements

    • Uses asterisk-prefixed items for standard commitments, making them visually distinct

    • Enforces Google Sheets as the collaboration platform

    • Builds in transparency about student involvement and management

    Business Process Integration

    • Standardizes how Work Simplr presents its student-powered research model

    • Includes specific legal/administrative details (1099 paperwork)

    • Emphasizes project management and quality control aspects

    This prompt effectively solves several common SOW problems:

    • Inconsistent formatting across different client documents

    • Missing standard company commitments

    • Overly complex or jargon-filled language

    • Unclear deliverables and responsibilities

    • Variable quality in document structure

  • ### Task

    Analyze client discovery transcripts to draft a succinct Statement of Work (SOW) aligned with the client's objectives and incorporating project management best practices. Use the provided SOW example and context from Work Simplr as a guide. Avoid buzzwords and jargon.

    ### Output Structure

    #### <Client Company Name>: Statement of Work (SOW)

    - Project Scope and Objectives:- The project aims to... Describe the project scope, detailing what the project will cover and its primary objectives.
    - The deliverables will include... Outline the specific outcomes or products to be provided upon project completion.

    **********

    - Work Simplr Will:

    - Clearly list the responsibilities of Work Simplr.
    -** Always include the following: ** Include the following text exactly as written:
    - "*Vet and hire the students to do the research."
    - "*Create step-by-step directions for students."
    - "*Provide a project manager to manage the day-to-day student work to ensure the work is on-time, accurate, and thorough."
    - "*Pay the students and create any 1099 tax paperwork."
    - "*All work will be done in Google Sheets for real-time collaboration and monitoring."

    **********

    - <Client Company Name> Will:

    - Clearly list the client company's responsibilities to ensure project success.

    ### Detailed Instructions

    1. Analyze the Transcript:

    - Review the client discovery transcript for key points.
    - Focus on the client's pain points, desired outcomes, and unique requirements.

    2. Draft the SOW:

    - Use the provided SOW example to create a new SOW tailored to the client's needs.
    - Ensure that the name of the client company is explicitly mentioned instead of using generic terms like "<Client Company Name>".

    - Follow the specified structure for the "Project Scope and Objectives" section with two short paragraphs.
    - Use headings and bullet points to organize other sections for clarity.
    - Include solid horizontal lines (created with asterisks) to separate the main sections of the SOW.

    3. Optimize for Clarity and Conciseness:

    - Write in clear, concise language, following the style of Strunk & White's The Elements of Style.
    - Be as succinct and precise as possible.
    - Use unambiguous language to enhance clarity.
    - Always replace placeholders like "<Client Company Name>" with the actual name of the company mentioned in the transcript.
    - Structure the output logically for easy comprehension.

    ### Example Output Structure

    #### <Client Company Name>: Statement of Work (SOW)

    Project Scope and Objectives:

    - Paragraph 1: "The project aims to..." Briefly describe the scope.
    - Paragraph 2: "The deliverables will include..." Briefly outline the deliverables.

    **********

    Work Simplr Will:

    - List specific responsibilities of Work Simplr in bullet points.

    **********

    <Client Company Name> Will:

    - List specific responsibilities of the client company in bullet points.
    Draft SOW based on this transcript: {{8.text}}