Turn new leads into AI-written sales proposals automatically

Writes a personalized sales proposal for every new lead, formats it as a PDF, and emails it to the client.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig[\"new lead added to sheet"\]:::trigdata s0["write personalized proposal content"]:::task s1[("save client details to crm")]:::store s2["create branded pdf document"]:::task s3["email proposal to client"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"personalized proposal sent to client"/]:::out pay{{"faster proposals without manual drafting"}}:::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 serviceA record or sheetResultPayoff
Build size
Advanced

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

Business functions
CRM & Sales PipelineEmail AutomationSpreadsheet & Database OpsFile & Cloud Storage
Connects
Google SheetsGoogle GeminiHubSpotGoogle DocsGoogle DriveGmail

The problem it solves

Writing a custom proposal for every lead takes time you don't always have, and delays can cost you the deal. Copying details between your CRM, a document template, and email leaves room for typos and inconsistent formatting. You want every prospect to get a polished, on-brand proposal fast, without you drafting it from scratch each time.

Who it fits

Sales teams or agencies that send a custom proposal to every new lead.

How it works

  1. A new lead lands in your Google Sheet
  2. AI writes personalized proposal content
  3. The client's details are saved in HubSpot
  4. A branded document is created and converted to a PDF
  5. The proposal is emailed straight to the client
What you get

A tailored proposal ready to send instantly

Every new lead gets a personalized proposal, formatted and emailed to them, right after they land in your sheet.

What you get

A polished PDF sales proposal, emailed to the client and logged in HubSpot.

What you need

A Google Workspace account, a HubSpot account, and access to Google Gemini.

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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