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Generate consulting proposals and contracts with GPT-4o, Google Docs, Gmail and Slack
legalproposal-automationcontract-automationconsultingopenaigoogle-docsgmailslackesign•
New client record
Clean client data
Generate proposal/contract content
Create document
Convert to PDF
Send email
Notify team
Log tracking
Send for signature
Send for signature
Overview
This workflow automates proposal and contract creation for professional services. It reduces manual drafting, standardizes templates, and improves follow-up speed.
Product Specs
- Triggers from a new client record (Google Sheets or CRM)
- Normalizes client data
- Generates proposal content using OpenAI
- Creates a Google Doc and converts to PDF
- Sends via Gmail or Outlook and logs status in Sheets
- Routes signature collection via DocuSign or PandaDoc
- Sends internal Slack notifications and prioritizes high-value clients
Pipeline Description
A new client record triggers the workflow. Client data is normalized and used to generate proposal/contract content. The workflow creates a Google Doc, converts it to a PDF, sends it via email, optionally routes it to e-signature, logs progress, and notifies the internal team via Slack.