Works With
Build an AI agent that reads your HubSpot deal data, writes a complete sales proposal — problem statement, ROI table, pricing section, and case studies — creates it in Google Docs, and emails it to the prospect. Proposal prep goes from hours to minutes.
The agent reads your HubSpot deal, generates a tailored proposal using AI, creates the document in Google Docs, and sends it — all without opening a blank page or copy-pasting a single field.
Fetch deal → generate content → create doc → personalise → email to prospect
Agent pulls contact info, deal size, stage, and notes from HubSpot
AI writes problem statement, ROI table, pricing section, and relevant case studies
Full proposal document created in Google Docs from structured markdown
Prospect name, company, deal terms, and custom fields replaced throughout the document
Proposal link sent via Gmail to the prospect with a personalised cover message
The agent handles every part of proposal creation — from pulling the right deal data out of HubSpot to writing each section, formatting the document, and getting it in the prospect's inbox.
Every field in the proposal is pulled directly from HubSpot — company name, deal value, contact name, product tier, and close date. No blank pages, no copy-paste, no wrong numbers.
The AI writes the problem statement using the prospect's industry and pain points, constructs the ROI table from deal data, drafts the pricing section, and selects the most relevant case studies from your knowledge base.
Once the doc is created, Gmail sends the proposal to the prospect with a personalised cover message. The link, the contact details, and the body copy are all generated automatically — no drafting required.
Pricing tables are generated from the deal's line items and tier in HubSpot — the right package, the right price, the right discount. Proposal numbers always match what the rep agreed in conversation.
Define your proposal structure once — section order, tone, brand language, headers — and the agent follows it every time. Update the template in Google Docs and every future proposal inherits the change immediately.
Every proposal follows the same structure, language, and formatting. No more variation between reps — the agent uses your approved template, tone guide, and case study library every single time.
How the agent connects HubSpot's CRM data with Google Docs' document API to produce a production-ready proposal pipeline with zero manual steps.
Contact lookup and deal listing via HubSpot pull all relevant fields — company, deal value, product, stage, and custom properties. Runs on deal stage trigger or manual invocation.
Document creation via Google Docs API from structured markdown — headings, tables, bullet lists, and formatted sections all generated correctly. Shareable link returned immediately after creation.
All placeholder tokens in the base template replaced with deal-specific values — company name, contact name, pricing figures, dates, and product details — applied globally across the entire document in one pass.
Email delivery via Gmail sends the proposal link to the prospect with a personalised cover message referencing the conversation. Rate limiting and retry logic handles temporary failures automatically.
Missing HubSpot fields, incomplete deal data, and Google Docs API errors are all caught gracefully. Agent logs the issue, notifies the rep, and retries automatically rather than failing silently.
All credentials stored encrypted. OAuth2 for HubSpot and Gmail with automatic token refresh. Google Docs access scoped to agent-created documents only — no access to existing Drive files.
Build an AI agent that generates sales proposals in Google Docs from HubSpot deal data:
1. Deal Data Fetch — When a deal reaches a specified stage in HubSpot (or on manual trigger), fetch the full deal record: contact name, company, deal value, product tier, close date, and any custom fields.
2. AI Content Generation — Using the deal data, generate the full proposal content:
- Executive summary and problem statement tailored to the prospect's industry
- ROI table with projected value based on deal size and product
- Pricing section matching the deal's line items and tier
- 2–3 relevant case studies selected from the knowledge base by industry fit
3. Google Doc Creation — Create a new Google Doc from the AI-generated content using structured markdown. Apply the company's standard proposal template structure and formatting.
4. Personalisation — Replace all placeholder tokens throughout the document with deal-specific values: {ProspectName}, {CompanyName}, {DealValue}, {ProductTier}, {CloseDate}, and any custom fields.
5. Email Delivery — Send the Google Doc shareable link to the prospect via Gmail with a personalised cover message referencing the specific conversation or meeting.
Integrations: HubSpot (deal & contact data), Google Docs (document creation & editing), Gmail (email delivery).
No code. No credit card to start. Production-ready in under 10 minutes.