Compare each proposal against your winners and find the gaps

The scenario reads a new proposal from хранилище, compares it with your winning library in Microsoft Excel 365, saves the findings to amoCrm and posts the analysis to salebot.

  • Weak spots surface before you send, not after you lose
  • Every new proposal benefits from what already won
  • Findings are saved on the deal record, not lost in chat
  • The analysis reaches the team on its own
Google Drive
Set it up for yourselfScriptera

How it works

To move data from Microsoft Excel 365 to amoCrm automatically, use a ready-made scenario — no manual exports.

  1. Starts when: New Proposal Upload Trigger
  2. Then: Download Proposal
  3. Then: Read Proposal Text
  4. Then: Extract Client Info
  5. Check: Combine Proposal Data
  6. Then: AI Proposal Gap Analyzer
  7. Then: Format Analysis Output
  8. Check: Prepare Final Output
  9. Then: Wait for Save
  10. Then: Send Notification to Slack
  11. Then: Save Insights to Salesforce
  12. Then: Get Winning Proposal Data (Knowledge Base)
  13. Then: Groq Chat Model

You can launch this Microsoft Excel 365 + amoCrm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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