Automated sales proposal & summary generator using GPT-4o, Sheets, Drive & Gmail
When clicking ‘Execute workflow’
Retrieve Lead Records from Google Sheets
googleSheets
Validate Lead Data Payload
Log Invalid Leads to Google Sheets
googleSheets
Filter for Booked Leads
Configure GPT-4o Model
gpt-4o
Configure GPT-4o Model1
gpt-4o
Generate Sales Collateral (AI)
openai
Parse AI JSON Output
Convert Collateral into Text Reports
Upload Sales Collateral to Google Drive
googleDrive
Map Uploaded Files with Lead Data
Update Lead Record with Proposal Link
googleSheets
Generate Sales Summary Email
openai
Send Sales Summary Email via Gmail
gmail
Aggregate Uploaded File Metadata
Press enter or space to select a node. You can then use the arrow keys to move the node around. Press delete to remove it and escape to cancel.
Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.