Proposal and Document Generation
Dylan Davison
Project Description
Make AI Integration Developer
VantageReach Agency’s sales team spent time manually generating proposals. I built an automation that watches Airtable for new client records, creates a personalised Google Docs proposal from a template, downloads it as PDF, and emails it via Gmail automatically. This system turned proposal creation from a 45 minute process into a 3 minute automated task.
Saved 12 hours weekly in document prep.
Improved proposal delivery speed by 90%.
Increased close rate by 18% from faster follow ups.
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Posted Nov 12, 2025
Built a Make and Airtable automation that generates and emails proposals, saving 12 hrs weekly and improving delivery speed by 90%.
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Timeline
Nov 10, 2025 - Nov 11, 2025
