Trigger: HubSpot deal stage changes to Proposal Sent.
What this automates: Proposal drafting — pulling deal context, generating proposal content, creating the document, and notifying the rep — all triggered automatically the moment a deal moves to the right stage.
- Deal stage change detected
- Full deal details retrieved from HubSpot
- Claude API generates proposal content covering executive summary, solution, pricing, ROI highlights, and terms
- Google Doc created in Drive titled: Proposal — [Company] — [Date]
- Gmail draft created with cover email and Doc link
- Deal owner Slack-DM'd to review
