Turn new leads into personalized sales proposals in Notion

New leads are automatically qualified, matched with an AI-written proposal, and logged in your Notion CRM.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"new lead submitted"]:::trig s0["qualify the lead"]:::task s1["write personalized proposal"]:::task s2[("save lead and proposal to Notion")]:::store s3(("notify you to follow up")):::human trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"qualified lead with ready proposal"/]:::out pay{{"faster follow up on new leads"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA personA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineImage & Media ProcessingAPI & Webhook Integration
Connects
NotionGoogle Gemini

The problem it solves

New leads come in and someone has to figure out if they're worth pursuing, then write up a proposal from scratch. That manual sorting and drafting eats into the time you could spend actually talking to prospects.

Who it fits

A small sales team or solo founder who wants leads qualified and proposals drafted without doing it by hand.

How it works

  1. A new lead comes in through a form or webhook
  2. AI reviews the lead's details and qualifies how promising it is
  3. Gemini writes a personalized sales proposal based on what the lead needs
  4. The lead and proposal are saved into your Notion CRM
  5. You get notified so you can follow up while it's fresh
What you get

Proposals ready for you to send

Every new lead arrives already qualified with a personalized draft proposal waiting in your Notion CRM for you to review and send.

What you get

A qualified lead record with a ready-to-send AI-written proposal saved in Notion.

What you need

A Notion account and a Google Gemini API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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