A personalized sales proposal from a table row, ready and sent

A new customer row in the sheet starts the scenario: AI writes a personal proposal, lays it out as a document, creates the CRM contact and emails the finished document to the client.

  • A proposal is built from a single table row
  • AI writes a personal text for the client
  • The document is laid out and the CRM contact is created
  • The finished proposal is emailed to the client