Automated sales proposal & summary generator using GPT-4o, Sheets, Drive & Gmail

📘 Description: This workflow automates the creation, storage, and reporting of personalized sales collateral for booked leads using GPT-4o, Google Sheets, Google Drive, and Gmail. It pulls leads from a central sheet, filters booked ones, generates AI-written sales materials (summary, one-pager, and proposal), uploads the output to Drive, updates the sheet with proposal links, and emails a consolidated HTML summary to the marketing inbox. It serves as a full-cycle AI-powered outreach content generator that transforms structured lead data into ready-to-use collateral in minutes.

⚙️ What This Workflow Does (Step-by-Step)

▶️ When Clicking ‘Execute Workflow’ (Manual Trigger) Starts the automation manually, fetching the latest lead records for batch processing.

📊 Retrieve Lead Records from Google Sheets Pulls all lead details (company name, contact, email, booking status, etc.) from the outreach automation sheet used as the CRM base.

🧩 Validate Lead Data Payload Checks each row for a valid email format. ✅ Valid entries proceed to booking filter. ❌ Invalid ones are logged to an error sheet.

⚠️ Log Invalid Leads to Google Sheets Stores incomplete or malformed lead data in a separate tab for cleanup without interrupting execution.

🎯 Filter for Booked Leads Isolates leads marked as BOOKED—the confirmed clients eligible for personalized collateral generation.

⚙️ Configure GPT-4o Model (Azure OpenAI) Initializes the GPT-4o model to generate tailored text content based on lead data (company, title, industry, etc.).