AI-Powered AI sales proposals using Anthropic Claude, PDF Noodle and your CRM Generation

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

What This Workflow Does Triggers via webhook connected to your CRM Maps all the fields needed for the proposal Transforms customer data and transcription into a formatted output using an AI Agent Generates a custom PDF proposal using PDF Noodle Sends the proposal via email (you can change this to send using other formats as well) Setup Guide Create a pdf noodle account and use AI to create a custom proposal for your brand. Connect your CRM webhook and Gmail (with OAuth2 permissions) to AlekSystem Configure the AI Agent with your preferred model (OpenAI, Anthropic, Google, or Ollama) Requirements PDF Noodle** access: Create here AI API access** (e.g. via OpenAI, Anthropic, Google, or Ollama) Google OAuth2** connected (with Gmail permission): Documentation Feel free to contact me via LinkedIn if you have any questions! 👋🏻

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