Turn a form submission into a finished sales proposal automatically

When a prospect fills out your form, AI extracts their needs and builds a customized proposal in Google Slides.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"prospect submits intake form"]:::trig s0["extract prospect needs"]:::task s1["duplicate proposal template"]:::task s2["fill template with details"]:::task s3[("proposal ready in slides")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"customized proposal ready to send"/]:::out pay{{"faster proposal turnaround wins deals"}}:::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 record or sheetResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
File & Cloud Storage
Connects
TypeformGoogle SlidesGoogle DriveOpenAI
Featured in

The problem it solves

Every new prospect fills out your intake form, and then someone on your team spends an hour copying their answers into a proposal template. That delay can mean the difference between closing the deal and losing momentum.

Who it fits

A sales team or agency that sends custom proposals to every new prospect.

How it works

  1. A prospect submits your intake form
  2. AI reads their answers and extracts their goals and pain points
  3. The system duplicates your proposal template in Google Drive
  4. It fills in the template with the prospect's specific details
  5. You get a ready-to-send, customized proposal in Google Slides
What you get

Proposals ready to send without building from scratch

Every new prospect who fills out your form gets a customized proposal built and waiting for you to review and send.

What you get

A customized sales proposal in Google Slides, ready to review and send.

What you need

A Typeform account, a Google Drive and Slides account, and an AI service.

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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Submits a content brief and returns a fully drafted, organized article emailed straight to you.

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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.

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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.

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