Pick a consultation event, upload the audio or a text transcript, get a transcript, structured summary,
suggested kit from your spreadsheet template, and a proposal draft.
Workbook/proposal files are tied to the selected event.
Progress last saved: none
Status: Waiting for sign-in…
Same OAuth flow as the other tools.
Advanced date range (override last 3 months)
By default the tool loads events from the last 3 months plus today. Override the date range here if needed.
Both dates required. Clear override to return to the automatic last-3-months window.
Step 2 – Upload consultation audio & process
Step 2 Progress
Pending
Transcribe and summarise.
Export from DJI Mic / Voice Memos first, or upload a .txt transcript. Audio is converted to WAV in-browser for Whisper where possible.
Whisper supports files up to ~25 MB per request; larger recordings will be split into chunks automatically.
Auto mode detects text files and common DJI/iPhone filename patterns.
If this box is non-empty, the tool will skip audio transcription and use the pasted text as the transcript.
Transcription progress: 0%
Uses your OpenAI key stored in this browser (see “API key” panel below).
Show full transcript
No transcript yet.
Consultation summary
No summary yet.
Key issues
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Current equipment
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Agreed / preferred solution
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Debug view (structured AI JSON from transcript)
Editable. Changes here will be included in exported reports.
The tool reads your latest uploaded template from Settings by default, or a local file selected in Settings.
Spreadsheet logic:
Products (A3:H500 headers on row 3, data rows A4:H500) and
Guided (frequent kit),
then writes the chosen Product (col C) and Qty (col G) into the existing
Checklists sheet (and uses MISC from row 278 for anything not in your Products list).
It does not overwrite formula columns.
Default OFF (Be Strict). If OFF, unlisted items go into MISC with name + qty + justification, but price/link stay blank.
Workbook file: none saved for this event.
Category is guidance only — it must never block cross-category dependencies (e.g. routers for mixers).
Step 4 first uses the event workbook saved on server (including OnlyOffice edits), then falls back to in-page Step 3 workbook.
If unavailable, it pulls your latest uploaded priced sheet from Settings (or local file selected in Settings).
Outlook send: not started.
Client portal: not published.
Proposal file: none saved for this event.
Proposal source: unknown (run Step 4).
Proposal text includes non-empty checklist sections only, with product + quantity + generated notes, then sell price and labour estimate per section.
Fast preview is an approximate HTML render. Exact preview and PDF export use the saved OnlyOffice proposal document.
Detected non-empty checklist sections: (run proposal to detect)