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Every 15 minutes

Draft a proposal Google Doc from each new client row

Add a client's scope and budget to your sheet and a drafted proposal from your template appears, linked in the same row.

Runs
Every 15 minutes
Apps
Google Docs, Google Sheets
AI
Yes, uses the built-in AI allowance
Access
Sheet edit; template doc shared

Send this to your assistant

Create a ClickRuntime automation: when I add a client row with scope and budget to my Proposals sheet, create a proposal Google Doc from my template, fill in the sections and put its link in the row.

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

A small agency writes a proposal for every serious lead. Each one starts by copying the last proposal, deleting the old client's details and rewriting the scope section, which takes an hour or two and often leaves a previous client's name somewhere in the text.

Here the facts go into one row of a sheet, and the proposal is built from your clean template with the sections drafted for that client. You spend your time on judgement and pricing, not on copying and pasting.

What you get out of it

  • Proposals go out the same day

    Leads cool off quickly. Having a draft ready minutes after you log the call means you can send a proposal while the conversation is still fresh.

  • No leftover details from other clients

    Every proposal starts from the template, not from someone else's proposal. That removes the embarrassing mistake of sending another client's name or price.

  • Consistent structure every time

    Your template sets the sections, terms and branding. Drafts follow it, so every proposal looks like it came from the same company.

  • The sheet becomes your pipeline

    Each row holds the client, budget and a link to their proposal. You can see at a glance what has been drafted and what is still waiting.

How it works

What happens, step by step

  1. Every 15 minutes, ClickRuntime checks your Proposals sheet for client rows that do not have a proposal link yet.

  2. For each one, it makes a copy of your proposal template in Google Docs.

  3. AI drafts the approach section from the scope you wrote, and the client name, budget and scope are filled in from the row.

  4. The link to the new document is written into the row, and you get an email that a draft is ready.

Before it runs live

  • Connect Google Docs
  • Connect your Google Sheets account and pick the spreadsheets it may use

What you get

RunsEvery 15 minutes
Draft a proposal Google Doc from each new client rowtoday, 9:00Succeeded
Email · Proposal draftsProposal draft ready: Northwind Traders (website redesign, $18,000) https://docs.google.com/document/d/1xYz/edit

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 Google Docs and Google Sheets 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.
proposals_from_a_sheet_row_into_docs.pyexample
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, ai, notify, report_fetched

SHEET_ID, TEMPLATE_ID = "your-spreadsheet-id", "your-template-doc-id"

@on_trigger
def run(event):
    creds = Credentials(credentials.connection("google", "work"))
    sheets = build("sheets", "v4", credentials=creds, cache_discovery=False).spreadsheets().values()
    rows = sheets.get(spreadsheetId=SHEET_ID, range="Proposals!A2:D").execute().get("values", [])
    new = [(i + 2, r) for i, r in enumerate(rows) if len(r) >= 3 and (len(r) < 4 or not r[3])]
    report_fetched(len(new))
    if not new:
        return {"summary": "Nothing new"}
    drive = build("drive", "v3", credentials=creds, cache_discovery=False)
    docs = build("docs", "v1", credentials=creds, cache_discovery=False)
    for row_num, (client, scope, budget, *_) in new:
        doc = drive.files().copy(fileId=TEMPLATE_ID, body={"name": f"Proposal - {client}"}).execute()
        approach = ai.generate(f"Write a 2-paragraph project approach for {client}. Scope: {scope}", max_output_tokens=500).text
        reqs = [{"replaceAllText": {"containsText": {"text": "{{" + k + "}}", "matchCase": True}, "replaceText": v}}
                for k, v in {"client": client, "scope": scope, "budget": budget, "approach": approach}.items()]
        docs.documents().batchUpdate(documentId=doc["id"], body={"requests": reqs}).execute()
        link = f"https://docs.google.com/document/d/{doc['id']}/edit"
        sheets.update(spreadsheetId=SHEET_ID, range=f"Proposals!D{row_num}", valueInputOption="RAW", body={"values": [[link]]}).execute()
        notify.email_me(f"Proposal draft ready: {client}", link)
    return {"created": len(new)}

FAQ

Common questions

What does my template need?
A Google Doc with placeholders such as {{client}}, {{scope}} and {{budget}} where the details should go. Anything without a placeholder, such as your terms and contact details, stays exactly as written.
Which parts are written by AI?
Only the sections you choose, typically the project approach. Names, prices and dates are copied from the row as they are, so figures are never rewritten.
How does it know a row is new?
Any row with client details but an empty link column is treated as new. Once the proposal is created its link is written back, so the row is not processed again.
What permissions does it need?
Sheet edit; template doc shared. 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 each time it checks. Checks that find nothing new and stop right away aren't counted.
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 “Draft a proposal Google Doc from each new client row” from your assistant

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