Compare new sales proposals against past wins and flag gaps with AI

Compares a new proposal to your past winning proposals with AI and flags gaps before you send it.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"proposal file uploaded to drive"]:::trig s0["extract proposal content"]:::task s1[("pull past winning proposals")]:::store s2["ai compares proposal for gaps"]:::svc trig --> s0 s0 --> s1 s1 --> s2 gx{"+ where to send insights"}:::gate s2 --> gx p00["save gap analysis to salesforce"]:::task gx -->|"record in crm"| p00 p10["post insights to slack"]:::task gx -->|"notify team"| p10 p00 --> out p10 --> out out[/"gap analysis saved to salesforce"/]:::out pay{{"catch weak proposals before sending"}}:::pay 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 sheetEvery pathResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineDocument Processing & OCRSpreadsheet & Database OpsFile & Cloud Storage
Connects
Google DriveGoogle SheetsSalesforceSlack

The problem it solves

You know some proposals win and others don't, but figuring out why means digging through old files and comparing them by memory. Weak pricing, missing sections, or poor positioning often only get caught after a deal is lost.

Who it fits

Sales and business development teams managing proposals in Salesforce.

How it works

  1. A new proposal file uploaded to Google Drive starts the process
  2. The system extracts the proposal's content and identifies the client
  3. Past winning proposals are pulled from Google Sheets for comparison
  4. AI compares the new proposal against past wins and flags gaps
  5. The insights are saved to Salesforce and posted to Slack
What you get

Gaps flagged before a proposal goes out

You get every new proposal automatically compared against your past wins, with gaps flagged before it's sent.

What you get

A gap analysis saved as a Salesforce record, showing missing elements, weak pricing, or positioning issues in the new proposal.

What you need

A Google Drive account, a Google Sheets account, a Salesforce account, a Slack workspace, and a Groq 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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