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

crmsales-opsagencygoogle-sheetsgoogle-drivegmailopenai•
Google Sheets
Google Drive
Gmail
OpenAI
Google Sheets

Load lead records

Validate emails

Keep booked leads

ChatGPT

Generate collateral JSON

Google Drive

Upload collateral

Google Sheets

Update proposal links

Gmail

Send summary email

Overview

This workflow turns booked leads into ready-to-use collateral. It pulls lead data, generates multiple assets, stores them, and sends a management-ready summary email.

Product Specs

  • Reads lead records from Google Sheets
  • Filters to booked leads and validates emails
  • Generates a summary, one-pager, and proposal draft using GPT-4o
  • Uploads generated files to Google Drive and writes links back to Sheets
  • Creates an HTML report and sends it via Gmail

Pipeline Description

The workflow loads leads from Sheets, filters to booked rows, generates structured collateral with GPT-4o, uploads each file to Drive, updates Sheets with links, then emails an HTML digest listing generated assets.