Sales proposals tailored to each client — on their own

The scenario takes confirmed deals from таблица, AI prepares a tailored proposal as a file in Microsoft SharePoint and sends an email via devino.

  • A proposal tailored to each client
  • AI writes and lays it out as a file
  • The result — in Microsoft SharePoint, email via devino
  • Zero writing from scratch
Google Sheets
Add it to your serverScriptera

How it works

To move data from Microsoft SharePoint to devino automatically, use a ready-made scenario — no manual exports.

  1. Starts when: When clicking ‘Execute workflow’
  2. Then: Retrieve Lead Records from Google Sheets
  3. Check: Validate Lead Data Payload
  4. If yes: Filter for Booked Leads
  5. If yes: Generate Sales Collateral (AI)
  6. Then: Parse AI JSON Output
  7. Then: Convert Collateral into Text Reports
  8. Then: Upload Sales Collateral to Google Drive
  9. Then: Aggregate Uploaded File Metadata
  10. Then: Generate Sales Summary Email
  11. Then: Send Sales Summary Email via Gmail
  12. Then: Map Uploaded Files with Lead Data
  13. Then: Update Lead Record with Proposal Link
  14. If no: Log Invalid Leads to Google Sheets
  15. Then: Configure GPT-4o Model
  16. Then: Configure GPT-4o Model1

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

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