Draft client proposals automatically from your sales spreadsheet

Deals marked ready for a proposal get a polished, AI-written draft saved right in Gmail for you to review and send.

How the work actually flows

A straight line. Runs once per each deal ready for proposal.

Pattern: Sequence (1) ยท Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["runs on a schedule"]):::trigtime s0[["find deals ready for proposal"]]:::mi s1["ai drafts proposal content"]:::task s2["format into professional layout"]:::task s3["create draft in gmail"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"proposal draft ready in gmail"/]:::out pay{{"consistent proposals without a blank page"}}:::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 stepAn outside serviceRuns once per itemResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsEmail AutomationSpreadsheet & Database Ops
Connects
Google SheetsGmailAzure OpenAI

The problem it solves

Writing a new proposal for every deal takes real time, and it's tempting to skip sections or reuse an old one that doesn't quite fit. You want every proposal to look professional and cover the same key points without starting from a blank page.

Who it fits

A sales team or agency that sends custom proposals to prospective clients.

How it works

  1. Your deal tracker is checked for any deals that reached the proposal stage
  2. AI writes a proposal covering scope, deliverables, pricing, and timeline using only the client's actual details
  3. The draft is formatted into a clean, professional layout
  4. A ready-to-send draft is created in Gmail for you to review
What you get

Proposal drafts ready in your inbox

You get a polished proposal drafted and waiting in Gmail the moment a deal is ready, so you can review and send it fast.

What you get

A complete, formatted proposal sitting in your Gmail drafts, ready to send.

What you need

A Google Sheets account, a Gmail account, and an Azure OpenAI account.

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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