Generate client proposals with OpenAI, Google Sheets, Slides, Gmail, and Drive
This automation transforms form responses into professionally designed client proposals by leveraging OpenAI for content creation and Google Slides for styling. It features a smart approval layer within Google Sheets, ensuring you can review and refine every detail before the final PDF is automatically delivered via Gmail. Streamline your sales cycle by converting raw lead data into polished, ready-to-send documents in minutes.
Start BuildingWhat This Recipe Does
Manual proposal generation is a significant bottleneck for sales teams, often leading to delays that can cost deals. The Proposal Engine automation eliminates this friction by transforming raw lead data into professional, branded documents instantly. When a potential client submits their requirements via a custom form, the system immediately pulls product data from Google Sheets, processes line items, and generates a personalized presentation in Google Slides. It then converts these materials into secure files stored in Google Drive and delivers them directly to the prospect via Gmail. By automating the creation and delivery of complex proposals, your team can maintain high output without increasing headcount. This ensures that every prospect receives a high-quality, accurate response minutes after their inquiry, significantly increasing conversion rates and allowing your sales staff to focus on closing rather than administrative formatting.
What You'll Get
Forms, dashboards, and UI components ready to use
Background automations that run on your schedule
REST APIs for external integrations
123FormBuilder, Google Sheets, Google Drive, Google Slides, BigMailer configured and ready
How It Works
- 1
Click "Start Building" and connect your accounts
Runwork will guide you through connecting 123FormBuilder and Google Sheets
- 2
Describe any customizations you need
The AI will adapt the recipe to your specific requirements
- 3
Preview, test, and deploy
Your app is ready to use in minutes, not weeks
Who Uses This
- Sales teams needing to generate custom pitch decks and pricing proposals immediately after a discovery call.
- Account managers creating renewal presentations based on existing client data stored in spreadsheets.
- Service providers who want to provide instant, professional quotes to prospects through a self-service web portal.
Frequently Asked Questions
Can I use my own branded templates for the proposals?
Yes. The automation uses your existing Google Slides presentations as templates, maintaining your brand identity, fonts, and layout while dynamically filling in the specific client data.
Where is the data for the proposals stored?
The system pulls product, pricing, and service information directly from your Google Sheets, making it easy to update your offerings without changing the automation logic.
How are the final documents delivered to the client?
Once the proposal is generated, the system saves a copy to a designated Google Drive folder and automatically sends a personalized email with the document attached or linked via Gmail.
Does this support multiple line items or complex pricing?
Yes. The engine includes logic to process multiple items from a single request, ensuring that complex orders are accurately reflected in the final document.
Importing from n8n?
This recipe uses nodes like FormTrigger, StickyNote, GoogleSheetsTrigger, SplitInBatches and 7 more. With Runwork, you don't need to learn n8n's workflow syntax—just describe what you want in plain English.
Based on n8n community workflow. View original
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