Turn website inquiries into draft proposals automatically

When a lead fills out your contact form, AI drafts a full proposal and sends it to Slack for your review.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"contact form submitted"]:::trig s0["Extract lead details"]:::task s1["Draft full proposal"]:::task trig --> s0 s0 --> s1 gx{"+ where to send output"}:::gate s1 --> gx p00["Flag urgent and post draft"]:::task gx -->|"post to slack"| p00 p10["Log inquiry to sales sheet"]:::task gx -->|"log to pipeline"| p10 p00 --> out p10 --> out out[/"Proposal draft ready for review"/]:::out pay{{"Faster response to new leads"}}:::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 stepEvery pathResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Messaging & NotificationsSpreadsheet & Database OpsAPI & Webhook Integration
Connects
OpenAISlackGoogle Sheets

The problem it solves

Every new inquiry means blocking off an hour to read the request, figure out scope and pricing, and write a proposal from scratch. Urgent leads get stuck in your inbox behind everything else, and by the time you respond, they may have already gone with someone else.

Who it fits

Freelancers, agencies, and consultants who send proposals to new leads.

How it works

  1. A new inquiry comes in from your website contact form
  2. AI reads the message and pulls out the client's name, project type, budget, and timeline
  3. AI writes a complete proposal draft with scope, pricing, and next steps
  4. Urgent inquiries get flagged for priority attention in Slack
  5. The draft posts to Slack for you to review, and the inquiry is logged to your sales pipeline
What you get

Proposals ready for your signature touch

You get a complete proposal drafted with scope, pricing, and next steps the moment a new inquiry comes in.

What you get

A ready-to-edit proposal draft in Slack plus a logged entry in your sales pipeline sheet.

What you need

An OpenAI API key, a Slack workspace, and a Google Sheets 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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