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.

Automated full proposal creation from Airtable record to emailed PDF, so every new prospect gets a polished proposal without the sales team opening a single template

Eliminated manual document prep for the sales team, freeing them to focus on closing instead of formatting

Proposals sent automatically within minutes of a new client record, meaning prospects hear back while they're still warm instead of waiting for someone to get around to it