Proposal Generator: Draft from CRM Data

What this automation does: When an opportunity in Salesforce or HubSpot is moved to a specific stage (e.g., "Proposal Requested"), this automation pulls all relevant deal data — company info, contact details, pain points from notes, deal size — sends it to Claude with a proposal generation prompt, and creates a complete first-draft proposal in Google Docs, ready for review and customization.

Why it matters: Writing proposals from scratch is one of the most time-consuming non-selling activities in an AE's week. A well-structured first draft takes 60-90 minutes to create manually. This automation produces a structured draft in under 3 minutes, letting the rep focus on customization and review rather than blank-page writing.

How to set it up:

  1. Create a Zapier/Make trigger: "When Opportunity Stage changes to Proposal Requested" in your CRM
  2. Pull all relevant fields: company, contacts, pain points from notes, deal amount, products discussed
  3. Send to Claude API with the Promptifi Executive Summary + Business Case prompt combination
  4. Have Claude output structured proposal sections in JSON format
  5. Use Google Docs API to create a new document and populate it with Claude's sections
  6. Notify the AE with the Google Doc link via Slack or email

Estimated time saved: 60-90 minutes per proposal. At 3 proposals per week, that's 3-4.5 hours per week, 12-18 hours per month.