Proposal Automation – AI-Driven Sales Proposal Generator
A digital marketing agency needed to streamline their sales process by automating the creation of customized proposals from CRM data and call transcripts. Our solution ingests webhook triggers from GoHighLevel CRM, leverages AI to draft structured proposals, and outputs ready-to-send Google Docs or AI-generated presentations via Gamma.app cutting proposal turnaround from days to minutes while ensuring professional, tailored content.
Project Overview
The manual workflow involved hours of drafting, formatting, and personalization per lead, leading to delays and inconsistencies. Our automated workflow uses webhooks, enrichment, AI drafting and automated document generation to drastically reduce time-to-proposal and improve consistency.
Our Approach
- Trigger & Data Ingestion – Webhook captures CRM fields like budget range, pain points, objections, and social URLs.
- Contact Enrichment – Pull full client details from HighLevel API for comprehensive context.
- AI Proposal Drafting – Feed transcript and research into GPT-4o-mini with a custom prompt for JSON-structured output.
- Document Generation – Populate a Google Docs template; optionally route to Gamma.app for presentations.
- Formatting & Resilience – JS helpers for markdown-to-doc mapping and error handling.
Key Features
CRM Webhook Trigger
Receives 50+ fields from GoHighLevel, including pain points, budget, and social profiles
Contact Data Fetch
Enriches with attribution sources and custom fields
AI-Powered Drafting
GPT-4o-mini generates JSON schema + readable proposal sections
Template Population
Auto-fills Google Docs with title, milestones, and placeholders
Tech Stack
Results
Project Snapshot
Automated proposal generation from webhook to polished Google Docs and presentations.
See how it worksDetailed Process
- Webhook capture and validation
- Enrichment & data normalization
- AI drafting → JSON schema + human text
- Template population & export
- Optional presentation generation via Gamma.app