Skip to content

The moment it happens

Email a tailored proposal deck to a client after a sales call

After a call, a proposal is written from your notes, built in your Slides template, turned into a PDF and emailed to the client from your Gmail.

Runs
The moment it happens
Apps
Gmail, Google Slides
AI
Yes, uses the built-in AI allowance
Access
Slides/Drive edit on shared folder; gmail.send

Send this to your assistant

Create a ClickRuntime automation: when I submit my proposal form, have AI write the proposal sections, fill my Google Slides template, export a PDF and email it to the client from Gmail.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Freelancers and small agencies win more work when the proposal arrives the same day as the call. But writing, designing and sending a polished deck usually waits until the evening, or the end of the week.

Going from call notes to a branded PDF in the client's inbox within minutes keeps momentum, and the email comes from you, so the conversation continues naturally.

What you get out of it

  • Proposals while interest is high

    The client gets your proposal while the call is fresh in their mind.

  • Professional every time

    Every proposal uses your template and design.

  • Sent from your address

    Replies and questions land in your own inbox.

  • A copy kept in Drive

    Each filled deck stays in your Drive for later edits.

How it works

What happens, step by step

  1. You submit your call notes and the client's details to your automation's link.

  2. AI writes the proposal sections from your notes.

  3. ClickRuntime copies your Slides template and fills in each section.

  4. It exports the deck as a PDF.

  5. It emails the PDF to the client from your Gmail address.

Before it runs live

  • Connect Google through your own Google app (a one-time, 10-minute setup), so it works with your own Gmail
  • Connect Google Slides
  • Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens
Email a tailored proposal deck to a client after a sales calljust nowSucceeded
Gmail · SentProposal for Acme Corp – Hi Jordan, great talking today. Attached is our plan to cut your onboarding time in half…

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Act only on the items that match your own rules, and skip the rest
  • Change what the AI looks for, or how it writes the result
  • Add another app, for example also send it to Slack
  • Combine it with other Gmail and Google Slides steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
ai_proposal_deck_emailed_after_a_sales_call.pyexample
import base64
from email.message import EmailMessage
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_event, credentials, http, ai

TEMPLATE_ID = "your-slides-template-id"

SCHEMA = {"type": "object", "properties": {k: {"type": "string"} for k in ("problem", "solution", "timeline", "price", "email_note")}}

@on_event
def handle(event):
    b = event.json or {}
    p = ai.generate(f"From these call notes write proposal sections (problem, solution, timeline, price, each under 80 words) and a 2-sentence email_note:\n{b['notes'][:6000]}",
                    json_schema=SCHEMA, max_output_tokens=800).json
    drive, slides = build("drive", "v3", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False), build("slides", "v1", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False).presentations()
    deck = drive.files().copy(fileId=TEMPLATE_ID, body={"name": f"Proposal – {b['client']}"}).execute()["id"]
    slides.batchUpdate(presentationId=deck, body={"requests": [{"replaceAllText": {"containsText": {"text": "{{" + k + "}}"}, "replaceText": v}}
                       for k, v in {"client": b["client"], **{k: p[k] for k in ("problem", "solution", "timeline", "price")}}.items()]}).execute()
    pdf = drive.files().export(fileId=deck, mimeType="application/pdf").execute()
    msg = EmailMessage()
    msg["To"], msg["Subject"] = b["email"], f"Proposal for {b['client']}"
    msg.set_content(f"Hi {b.get('contact', 'there')},\n\n{p['email_note']}\n\nBest regards")
    msg.add_attachment(pdf, maintype="application", subtype="pdf", filename=f"Proposal – {b['client']}.pdf")
    build("gmail", "v1", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False).users().messages().send(userId="me", body={"raw": base64.urlsafe_b64encode(msg.as_bytes()).decode()}).execute()
    return {"deck": deck}

FAQ

Common questions

Can I review before it's sent?
Yes. Ask for a Gmail draft instead and send it yourself after a quick check.
What does the form need?
The client's name and email, and your notes on their problem, your solution, timeline and price.
What if AI isn't available?
This automation needs AI to write the proposal. Without it, the run stops and nothing is sent.
What permissions does it need?
Slides/Drive edit on shared folder; gmail.send. Nothing else in your accounts is used.
Does it need AI?
Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.
How many runs does it use?
One run for each event the app sends.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Email a tailored proposal deck to a client after a sales call” from your assistant

Copy the prompt above, or connect your assistant first. Free plan, no credit card.