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Client proposal generator with GPT-4o, Tally.so, and Google Slides for agencies
proposal-automationagencytallyopenaigoogle-slidesgmail•
Submit client notes
Receive payload
Expand into proposal sections
Generate proposal deck
Prepare follow-up email
Overview
This workflow converts meeting notes captured in a form into a client-ready proposal deliverable. It expands short notes into structured proposal content and prepares client communication.
Product Specs
- Captures input through Tally.so (webhook)
- Expands notes into structured proposal content using GPT-4o
- Generates a proposal output suitable for a Google Slides-based deliverable
- Prepares a follow-up email inside Gmail for review and sending
Pipeline Description
A Tally form submission triggers the workflow via webhook. GPT-4o expands the input into proposal content. The workflow generates a Google Slides deliverable and prepares a draft follow-up email in Gmail.