Overview
This workflow streamlines the post-sales process by automatically generating tailored proposals after a sales call. Leveraging AI and Google Workspace tools, it ensures rapid, accurate, and professional proposal delivery.
Key Features
- Form Trigger: Initiates the workflow upon form submission after a sales call.
- AI Content Generation: Uses OpenAI via LangChain to draft personalized proposal content.
- Google Slides Integration: Automatically replaces text in a proposal template with AI-generated content.
- Google Drive Storage: Saves the completed proposal securely in Google Drive.
- Gmail Automation: Sends the finalized proposal directly to the client via email.
- Sticky Notes: Adds internal notes or reminders for team collaboration.
Benefits
- Efficiency: Reduces manual effort and turnaround time for proposal creation.
- Consistency: Ensures proposals are professionally formatted and personalized.
- Seamless Integration: Connects form inputs, AI, document creation, storage, and email in one flow.
- Collaboration: Facilitates internal communication with sticky notes.
Use Cases
- Sales teams needing rapid, customized proposals post-call.
- Businesses aiming to improve client follow-up speed and professionalism.
- Organizations seeking to automate repetitive post-sales documentation tasks.
