Turn new leads into personalized proposal PDFs automatically

Verifies a lead's email, has AI draft a proposal, turns it into a PDF, and emails it to the client automatically.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"new lead submitted"]:::trig s0["Verify lead email address"]:::svc s1["Draft proposal with AI"]:::svc s2["Convert draft to PDF"]:::svc trig --> s0 s0 --> s1 s1 --> s2 gx{"+ deliver and record"}:::gate s2 --> gx p00["Send PDF by email"]:::task gx -->|"Email the client"| p00 p10["Record result in sheet"]:::task gx -->|"Log the outcome"| p10 p00 --> out p10 --> out out[/"personalized proposal sent and logged"/]:::out pay{{"faster proposal turnaround"}}:::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 itAn outside serviceEvery pathResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsEmail AutomationDocument Processing & OCRSpreadsheet & Database OpsAPI & Webhook Integration
Connects
GmailGoogle SheetsGoogle GeminiHunter.ioPDF Generator API
Featured in

The problem it solves

Every new lead means writing a custom proposal from scratch, double-checking their email address, and manually tracking who received what. That busywork delays your response time and leaves room for mistakes.

Who it fits

Sales teams and agencies that send personalized proposals to new leads and want faster turnaround.

How it works

  1. A new lead comes in through your intake form
  2. Hunter verifies the lead's email address is real
  3. Google Gemini drafts a personalized proposal based on the lead's details
  4. PDF Generator API turns the draft into a professional PDF
  5. Gmail sends the proposal and Google Sheets logs the outcome
What you get

Proposals that reach new leads faster

Every new lead gets a personalized, professional proposal in their inbox shortly after they reach out.

What you get

A branded PDF proposal emailed to the verified lead, with a record logged in a spreadsheet.

What you need

A Hunter.io account, a Google Gemini API key, a PDF Generator API account, and a Google Workspace 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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