How it works
How it works This workflow automatically generates and sends personalized sales proposals when a new row is added to Google Sheets. It uses AI to create proposal content, updates contact details in HubSpot, and generates a formatted document. The document is converted into a PDF and emailed to the client. This eliminates manual proposal writing and ensures fast, consistent delivery. Step-by-step Capture lead and generate AI content** Google Sheets Trigger – Detects new form submissions