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

Eliminated manual document prep for the sales team

Proposals sent automatically within minutes of a new client record