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Make Proposal Generation & Delivery System
Turning a new Airtable record into a delivered, personalised proposal — automatically, in minutes not hours.
Challenge
The client, a sales agency, had a sales team spending significant time manually generating proposals — building each one from a template, exporting it, and sending it out by hand.
Resolution
- Built a Make automation that watches Airtable for new client records
- Automatically creates a personalised Google Docs proposal from a template for each new record
- Downloads the finished proposal as a PDF and emails it via Gmail, with no manual steps
Impact
- Turned proposal creation from a 45-minute process into a 3-minute automated task
- Freed the sales team to focus on closing instead of formatting documents
- Sent proposals within minutes of a new client record, so prospects hear back while they’re still warm
Stack
Tools used: Make, Airtable, Google Docs, Gmail
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