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Automated Sales Proposal & Summary Generator Using GPT 4o, Sheets & Drive

by Rahul JoshiUpdated Aug 2026
RequiresGoogle SheetsGoogle SheetsGoogle DriveGoogle DriveGmailGmail
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MaWhen clicking ‘Execute workflow’When clicking ‘…Retrieve Lead Records from Google SheetsRetrieve Lead R…IfValidate Lead Data PayloadValidate Lead D…Log Invalid Leads to Google SheetsLog Invalid Lea…IfFilter for Booked LeadsFilter for Book…Configure GPT-4o ModelConfigure GPT-4…Configure GPT-4o Model1Configure GPT-4…AgGenerate Sales Collateral (AI)Generate Sales …CoParse AI JSON OutputParse AI JSON O…CoConvert Collateral into Text ReportsConvert Collate…Upload Sales Collateral to Google DriveUpload Sales Co…CoMap Uploaded Files with Lead DataMap Uploaded Fi…Update Lead Record with Proposal LinkUpdate Lead Rec…AgGenerate Sales Summary EmailGenerate Sales …Send Sales Summary Email via GmailSend Sales Summ…CoAggregate Uploaded File MetadataAggregate Uploa…123456789101112131415
1/5
STEPS · 15
Run manually by an operator

On manual run, generates AI sales proposals from Google Sheets data, saves documents to Google Drive, and emails them via Gmail.

Tags

manualadvancedGoogle SheetsGoogle DriveCRMMultimodal AI
Connects
sheetsGoogle SheetsgoogledriveGoogle DrivegmailGmail
CategoryFiles & Cloud Storage
Triggermanual
Complexityadvanced
Nodes16
AddedJun 14, 2026