Overview
This workflow streamlines the proposal creation process by leveraging AI and Google Workspace tools. Triggered by a form submission, it automates the generation, customization, and delivery of professional proposals.
Key Features
- Form-Triggered Automation: Initiates when a client submits a proposal request form.
- AI Content Generation: Uses OpenAI to craft personalized proposal content based on form inputs.
- Google Slides Integration: Automatically replaces text in a proposal template with AI-generated content.
- Google Drive Storage: Saves the customized proposal to Google Drive for easy access and management.
- Automated Email Delivery: Sends the finalized proposal to the client via Gmail.
- Sticky Notes: Adds internal notes or reminders for team collaboration.
Benefits
- Time Savings: Eliminates manual proposal drafting and formatting.
- Consistency: Ensures all proposals follow a standardized, professional template.
- Personalization: Delivers tailored proposals using AI-driven content.
- Seamless Collaboration: Integrates with Google Drive and sticky notes for team workflows.
Use Cases
- Sales teams automating client proposal generation.
- Agencies delivering customized project quotes.
- Businesses seeking to scale and standardize proposal processes.
