AI-Powered client proposals with OpenAI, Google Sheets, Slides, Gmail, and Drive Generation

Workflow overview

Why this workflow matters

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

🧾 AI Proposal Generator Engine An AlekSystem-based automation that generates client proposals from a form, lets you review everything in one place, and sends the proposal only when you approve it. ⚙️ What It Does The AI Proposal Generator Engine creates proposals directly from an AlekSystem Form. All proposal content and a draft email are generated automatically using OpenAI. Google Sheets is used only as a database, where you: Review the generated proposal Review the draft email Control when the proposal is sent by updating the status No proposal is sent until it is manually marked as READY. 💡 Use Cases | Use Case | Description | | --------------------- | ---------------------------------------------------------- | | Sales Calls | Generate proposals immediately after a call using the form | | Freelancers | Create clean, repeatable proposals without manual writing | | Agencies | Standardize proposals while keeping them client-specific | | Approval Flow | Review proposal and email before sending | | Fast Turnaround Deals | Reduce proposal creation time from hours to minutes | | Team Workflows | Use Sheets as a simple approval and tracking layer | 🔧 Setup 1️⃣ Google Credentials Go to Google Cloud Console and create a Web App (OAuth). Enable these APIs: Google Sheets Google Drive Gmail In AlekSystem, select this Google credential inside: Google Sheets nodes Google Drive nodes Gmail nodes Use the same credential everywhere. 2️⃣ Google Drive Structure Create this folder setup in Google Drive. You can use the provided templates or your own. Proposal Generator Engine/ ├── Template 1 (Slides) ├── Template 2 (Slides) ├── Template 3 (Slides) ├── Proposal Generation Tracker (Sheets) └── Generated Proposals/ 3️⃣ Google Sheets Node Open the Proposal Generation Tracker and copy the Sheet ID from the URL. Paste this ID into the Google Sheets node in AlekSystem. This sheet is used only to: Store generated proposal links Store email drafts Control send status 4️⃣ Slides and Drive Nodes Copy the Slides template ID you want to use and paste it into the Copy Template node. Copy the folder ID of Generated Proposals and paste it into the Move File / Folder field. 5️⃣ OpenAI Key Create an OpenAI credential in AlekSystem using your API key. Select this credential in all GPT nodes. You can edit prompts to match your proposal style and tone. 🔁 Workflow Summary Proposal details are collected using an AlekSystem Form OpenAI generates structured proposal content A Google Slides template is copied and filled A proposal email draft is generated Proposal link and email draft are saved in Google Sheets with status WAITING You review the proposal and email Status is changed to READY Proposal is converted to PDF and sent via Gmail Proposal is stored in Google Drive and status is updated to SENT 📞 Support & Contact 📧 Email: atharvapj5@gmail.com 🔗 LinkedIn: https://www.linkedin.com/in/atharva-jaiswal/ 📅 Book a support call: https://calendly.com/atharvapj5/30min

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