AI-Driven Proposal Generation and Delivery with Google Slides & Gmail

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.