Researched: Sourced and summarized, not yet run end-to-end by us Proposals
Post-sales-call proposal generator (form → Google Slides → email)
Writing a custom proposal after every sales call takes hours
- n8n
- OpenAI
- Google Drive
- Google Slides
- Gmail
Workflows using Google Drive
5 entries include Google Drive.
Researched: Sourced and summarized, not yet run end-to-end by us Proposals
Premium proposal generator with PandaDoc
Agencies want branded, e-signable proposals without manual formatting
- n8n
- OpenAI
- Google Slides
- Google Drive
- PandaDoc
- Gmail
Researched: Sourced and summarized, not yet run end-to-end by us Proposals
Proposal deck from a Google Slides template
Small teams need consistent proposals that address each client's challenges
- n8n
- OpenAI
- Google Slides
- Google Drive
- Gmail
Researched: Sourced and summarized, not yet run end-to-end by us Proposals
Junk removal quotes from customer-texted photos with owner approval
Quoting junk removal means a site visit or a long back-and-forth over text
- n8n
- Twilio
- OpenAI
- Google Sheets
- Google Drive
- Google Calendar
Researched: Sourced and summarized, not yet run end-to-end by us Client onboarding
GoHighLevel "Won" opportunity → AI onboarding plan, tasks, Drive folder and kickoff
After a deal closes, setting up the folder, tasks, welcome email and kickoff call takes an hour of admin per client
- n8n
- HighLevel
- Anthropic Claude
- Google Drive
- Gmail
- Google Calendar
- Slack
- Google Sheets
5 AI workflows for small businesses, every Tuesday (launching soon)
One deep-dive plus four quick picks for lead follow-up, CRM, proposals, onboarding and support, labeled Researched or Tested. This form doesn't collect anything yet.
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Why trust it: every entry links its source and caveats, and nothing is called Tested until we publish the logs. Our method.