Turn new project inquiries into custom proposals automatically

Reads new project inquiries, drafts a custom proposal with AI, logs the client, and emails them back.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"project request form submitted"]:::trig s0["reference pricing document"]:::svc s1["draft custom proposal"]:::task s2[("log client and proposal")]:::store s3["email proposal to client"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"custom proposal sent to client"/]:::out pay{{"faster quotes win more jobs"}}:::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
AI Agents & Autonomous SystemsEmail AutomationSpreadsheet & Database Ops
Connects
JotformGoogle GeminiGoogle DocsGoogle SheetsGmail

The problem it solves

Every new project inquiry means reading the requirements, writing a proposal from scratch, and manually logging the client's details, and it's easy to fall behind when several come in at once. Slow replies can lose you the job before you even get to quote it.

Who it fits

Freelancers and small service businesses who field inbound project requests.

How it works

  1. Starts when someone submits a project request form
  2. AI reads your services and pricing document for reference
  3. AI reviews the request and drafts a custom proposal
  4. The client's details and proposal are logged in a spreadsheet
  5. A personalized email with the proposal is sent to the client
What you get

Proposals sent out while the lead is still warm

Every new project inquiry gets a custom proposal drafted and emailed back to the client, built from your own services and pricing.

What you get

A custom proposal emailed to the client and a logged record of the inquiry in a spreadsheet.

What you need

A Jotform account, a Google account for Docs and Sheets, a Gmail account, and a Google Gemini 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

Related automations

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.

Advanced

Turn raw spreadsheet data into a polished AI-written report

Upload a spreadsheet and get back a full report with AI analysis, key findings, and recommendations.

Advanced

Automate HOA lien filings from form intake to finished document

Turns a submitted lien request into a filled-out legal document and emails your team once it is ready for review.

Advanced

Turn recorded meetings or podcasts into transcripts and summaries

Audio or video recordings get transcribed, summarized by AI, and emailed to you as a clear recap.

Advanced
Back to the AI Playbook