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.
Run this with your team's AIWhat This Recipe Does
The Proposal Engine automates the entire document creation lifecycle, transforming manual sales tasks into a streamlined digital process. When a potential client submits their requirements via a form, the system immediately pulls relevant data from your Google Sheets to populate a customized proposal. By leveraging Google Slides as a template engine, the automation generates professional, branded documents without requiring any manual entry or design work. This ensures consistency across all outgoing communications and eliminates the risk of human error in pricing or project scope. Once the document is generated and stored securely in Google Drive, the system automatically sends a personalized email to the prospect via Gmail. This rapid response time significantly increases conversion rates by delivering high-quality proposals while the lead is still warm. Business leaders can reclaim hours of administrative time every week, allowing sales teams to focus on closing deals rather than formatting slides. The integration with Google Sheets also ensures that every proposal sent is logged for easy tracking and reporting, providing full visibility into the sales pipeline.
What your team gets
Forms and dashboards, so it is not a script only one person understands
Runs on your schedule in the cloud, so it does not stop when a laptop closes
Endpoints, so the rest of your stack can trigger the same work
123FormBuilder, Google Sheets, Google Drive, Google Slides, BigMailer connected for the team, not per person
How It Works
- 1
Open the recipe and connect your accounts
Connect 123FormBuilder and Google Sheets once, in your team cloud, and nobody has to do it again on their own machine
- 2
Tell your own agent what is different about your process
Claude, ChatGPT, Cursor, whichever your team already uses. It adapts the recipe to how you actually work
- 3
Run it, then leave it running
It lives in your team cloud, so it keeps going after you close the laptop and every teammate's AI can use it
Who Uses This
- Sales teams at service-based agencies use this to generate and send custom project bids immediately after a discovery call.
- Consultants use this to automate the creation of detailed engagement agreements based on specific client selections in an intake form.
- Event planners use this to provide instant, itemized cost estimates to potential clients based on guest counts and service tiers.
Frequently Asked Questions
Can I use my own branded templates for the proposals?
Yes, the system uses your existing Google Slides presentations as templates, allowing you to maintain your brand identity and design standards automatically.
How does the system handle different pricing tiers or services?
The automation pulls real-time data from your Google Sheets, meaning it can dynamically insert different line items, descriptions, and pricing based on the user's form responses.
Is it possible to review the proposal before it is sent to the client?
You can configure the workflow to save the document to Google Drive and send an internal notification for approval before the final email is dispatched.
What happens to the data submitted through the form?
All submission data is organized and logged into a centralized Google Sheet, providing you with a reliable record of all generated proposals and prospect details.
Coming from n8n?
This recipe uses nodes like FormTrigger, StickyNote, GoogleSheetsTrigger, SplitInBatches and 7 more. On Runwork, you don't need to learn n8n's workflow syntax. Describe what you want to your own AI agent in plain English.
Based on n8n community workflow. View original
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Run this with the AI your team already uses
Your agent adapts it, your team cloud keeps it running, and everyone's AI can find it.
Open this recipe in Runwork