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.