Generate and send client proposals automatically with AI

Turns a new client record into a personalized proposal, sends it, and tracks the status for your team.

How the work actually flows

It branches. Any that apply are taken.

Pattern: Multi-Choice (6)

flowchart TD trig[\"new client record added"\]:::trigdata s0["draft proposal content"]:::svc s1["generate proposal document"]:::task s2["send proposal by email"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"○ is client high value"}:::gate s2 --> gx p00["log proposal for tracking"]:::task gx -->|"every client"| p00 p01["send slack notification"]:::task p00 --> p01 p10["flag for priority follow up"]:::task gx -->|"high value client"| p10 p01 --> out p10 --> out out[/"sent personalized proposal with tracking"/]:::out pay{{"speeds up lead to proposal time"}}:::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 serviceAny that applyResultPayoff
Build size
Advanced

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

Business functions
CRM & Sales PipelineEmail AutomationMessaging & NotificationsSpreadsheet & Database Ops
Connects
Google SheetsOpenAIGoogle DocsGmailSlack

The problem it solves

Putting together a customized proposal for every new client takes time you don't have between calls, meetings, and everything else on your plate. The longer it takes to send, the more chance the client loses interest or goes with someone faster.

Who it fits

Consultants, agencies, and freelancers who need to turn new leads into polished proposals quickly.

How it works

  1. A new client added to your spreadsheet or CRM triggers the process
  2. AI drafts personalized proposal content based on the client's details and your templates
  3. A formatted document is created and sent to the client by email
  4. The proposal is logged for tracking, and your team gets a Slack notification, with high-value clients flagged for priority follow-up
What you get

Polished proposals ready to send after a quick look

You get a personalized proposal drafted and formatted for every new client, with your top prospects flagged so your team follows up first.

What you get

A sent, personalized proposal document and a logged record for your team to track.

What you need

A Google Sheets or CRM account, an OpenAI API key, Google Docs, Gmail, and a Slack workspace.

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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