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.
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
You submit your call notes and the client's details to your automation's link.
AI writes the proposal sections from your notes.
ClickRuntime copies your Slides template and fills in each section.
It exports the deck as a PDF.
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
Build your own
Need it to work differently?
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
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?
What does the form need?
What if AI isn't available?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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