Turn a quick form into a polished, ready-to-send sales proposal

Turns client details from a form into a complete, professionally formatted sales proposal with ROI numbers.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"sales rep submits client form"]:::trig s0["calculate ROI and savings numbers"]:::task s1["AI writes proposal content"]:::svc s2["fill template with content"]:::task s3[("deliver finished proposal document")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"complete formatted sales proposal"/]:::out pay{{"custom proposals without the manual work"}}:::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
Standard

A mid-size build with several tools working together.

Business functions
AI Agents & Autonomous SystemsSurvey & FeedbackFile & Cloud Storage
Connects
Google FormsGoogle DocsGoogle DriveGoogle Gemini

The problem it solves

Writing a custom sales proposal for every prospect eats into time you could spend selling. You end up copying old documents, recalculating numbers by hand, and hoping you didn't miss a placeholder or typo before it goes to the client.

Who it fits

Sales reps and small sales teams who send custom proposals to prospects regularly.

How it works

  1. Starts when a sales rep fills out a form with client details, pain points, and pricing
  2. Calculates ROI, savings, and payback numbers automatically
  3. AI writes the proposal content, including a summary, strategy, and team bios
  4. Copies your proposal template and fills in every section with the generated content
  5. Delivers the finished proposal document ready to send
What you get

Proposals a client is ready to receive

You get a fully formatted sales proposal, complete with ROI numbers and written content, generated from one filled-out form.

What you get

A complete, professionally formatted sales proposal document saved and ready to share with the client.

What you need

A Google Workspace 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

Build a personalized sales battle card for any prospect automatically

Researches a prospect company and writes a custom pitch, talk track, and objection responses in one document.

Advanced

Turn sales call transcripts into branded proposals automatically

Pulls your sales call transcript, matches relevant case studies, and drafts a branded proposal for your review.

Advanced

Turn meeting recordings into sorted sales and task updates

Transcribes your meeting recordings, sorts sales calls from internal ones, and files the notes where your team already looks.

Advanced

Turn handwritten Kindle Scribe notes into clean digital text

New Kindle Scribe PDFs are automatically read, corrected, and turned into a clean Google Doc with a summary.

Advanced
Back to the AI Playbook