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.
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
Every 15 minutes, ClickRuntime checks your Proposals sheet for client rows that do not have a proposal link yet.
For each one, it makes a copy of your proposal template in Google Docs.
AI drafts the approach section from the scope you wrote, and the client name, budget and scope are filled in from the row.
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
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 Google Docs and Google Sheets steps into one automation
Under the hood
The code that runs this automation
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?
Which parts are written by AI?
How does it know a row is new?
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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