Sales Systems

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A Real World Example

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Automatic Proposal Generator

This workflow turns a completed discovery call form into a polished proposal with a project timeline, then sends it to the prospect automatically. It uses AI to draft the content, structures it with JSON, builds the proposal in your document tool, and emails it—cutting proposal turnaround from hours to minutes.

Step-by-step flow

• Trigger – Discovery form submitted
  A new response to the Discovery Call form kicks off the scenario.
• Stabilize – Short delay
  A brief sleep step ensures all form data is available before processing.
• Collect details – Fetch full responses
  The system pulls the structured answers from the form tool (Typeform).
• Draft proposal – AI generation
  Using the prospect’s inputs, AI writes a tailored proposal (scope, value, pricing notes, next steps).
• Structure content – JSON parse
  The AI output is parsed into clean sections (e.g., overview, deliverables, pricing, assumptions).
• Build plan – AI milestones & timeline
  A second AI pass creates a phased milestone plan with suggested timelines.
• Normalize – JSON parse
  Milestones/timelines are parsed into a consistent, machine-readable list.
• Create document – Proposal assembly
  The content is merged into your proposal template and a new document is created (e.g., PandaDoc).
• Send – Email the proposal
  The prospect receives an email with the proposal and a brief summary; your team can be CC’d.