Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Relevant for managed services and support workflows.
How it works This workflow automatically generates and sends personalized sales proposals when a new row is added to Google Sheets. It uses AI to create proposal content, updates contact details in HubSpot, and generates a formatted document. The document is converted into a PDF and emailed to the client. This eliminates manual proposal writing and ensures fast, consistent delivery. Step-by-step Capture lead and generate AI content** Google Sheets Trigger – Detects new form submissions in your sheet. Loop Over Items – Processes each new entry individually. Message a model – Uses Gemini AI to generate the proposal content. Code in JavaScript – Cleans and splits AI output into structured fields. Create contact and generate document** Create or update a contact – Stores or updates client data in HubSpot. Copy file – Duplicates a proposal template from Google Drive. Update a document – Replaces placeholders with real client and AI data. Download file – Converts the final document into a PDF file. Send proposal to client** Send a message – Emails the generated PDF proposal to the client. Why use this? Automatically generates professional proposals without manual writing Ensures consistent formatting using templates and placeholders Saves time by combining CRM, AI, and document creation Improves response speed for leads and increases conversion chances Scales easily for handling multiple client requests simultaneously
Best fit
Categories
Services
Use cases
Need another direction?