Create and send AI sales proposals using Gemini, Google Docs & Gmail

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