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