Generate proposals with GPT-4o, Google Docs, Gmail and Slack
New Client Entry Trigger
Workflow Configuration
Normalize Client Data
Generate Proposal Content
openai
Create Google Doc Proposal
googleDocs
Convert Doc to PDF
Send Proposal via Email
gmail
Send to DocuSign for Signature
Log Proposal Creation
googleSheets
Notify Team - Standard
slack
Check if High-Value Client
Priority Slack Notification
slack
Schedule Follow-up Reminder
gmail
On Workflow Error
Error Alert to Admin
slack
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Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.