Turn form responses into a custom proposal and send it automatically

Turns a filled-out form into a branded Google Slides proposal and emails it to the prospect automatically.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"prospect submits intake form"]:::trig s0["ai writes proposal content"]:::svc s1["build slides presentation"]:::svc s2["send proposal email"]:::svc trig --> s0 s0 --> s1 s1 --> s2 out[/"personalized proposal emailed to prospect"/]:::out pay{{"save hours writing custom proposals"}}:::pay s2 --> 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 itAn outside serviceResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationSurvey & FeedbackFile & Cloud Storage
Connects
OpenAIGoogle SlidesGoogle DriveGmail

The problem it solves

Writing a custom proposal for every prospect eats into hours you'd rather spend selling. You end up reusing old proposals that don't quite fit, or delaying send because nobody has time to personalize the deck.

Who it fits

Sales teams and consultants who send tailored proposals to prospects.

How it works

  1. A prospect's needs are captured through a simple form
  2. AI reads the answers and writes customized proposal content
  3. The system builds a Google Slides presentation using your template
  4. A proposal email is sent to the prospect with the presentation link
What you get

Proposals ready for a final look before sending

A tailored proposal deck gets built from a prospect's answers and emailed to them automatically.

What you get

A personalized Google Slides proposal delivered by email, ready for the prospect to review.

What you need

An OpenAI API key and a connected Google account for Slides, Drive, and Gmail.

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

Related automations

Turn sales notes into a ready-to-send proposal deck

Submit the budget, pain points, and timeline from a sales call and get a fully drafted Google Slides proposal back.

Standard

Turn a sales call into a finished proposal in minutes

Fill out a short form after a sales call and get a customized proposal written, sent, and logged automatically.

Advanced

Generate a personalized sales proposal after every client call

Turns your sales call notes into a polished, branded proposal and emails it to the client automatically.

Standard

Turn sales call notes into a client proposal automatically

Fills out a proposal template with AI-generated content from client details and emails it to them automatically.

Standard
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