Automate Client Proposals with Pabbly Connect: A Step-by-Step Guide

Learn how to automate client proposals using Pabbly Connect with Google Forms, OpenAI, and Gmail for fast approvals in this detailed tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating client proposals, the first step is to access Pabbly Connect. This platform allows you to create seamless integrations without coding. Simply visit the Pabbly website and sign in to your account. If you’re a new user, you can sign up for a free trial, which gives you access to 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow. Click on the ‘Create Workflow’ button to begin setting up your automation for client proposals. This will enable you to connect Google Forms, OpenAI, and Gmail through Pabbly Connect.

2. Creating the Workflow in Pabbly Connect

In this step, you will create a workflow that automates the generation of client proposals. After clicking ‘Create Workflow’, name it something relevant like ‘Automate Client Proposals with Pabbly’. Select the appropriate folder for organization. using Pabbly Connect

Now, you will set up the trigger and action steps. The trigger will be a new submission in Google Forms, while the action will involve using OpenAI to generate the proposal. Follow these steps:

• Select Google Forms as the trigger application.
• Choose the trigger event as ‘New Response in Spreadsheet’.
• Connect your Google account to Pabbly Connect.

After configuring the trigger, you will set up the action to send the generated proposal through Gmail.

3. Configuring Google Forms for Client Requests

Next, configure your Google Form to collect client information. Ensure that your form includes fields for the client’s name, email, project type, budget, and description. This information is crucial for generating accurate proposals using OpenAI. using Pabbly Connect

Make sure to toggle the last field to required, ensuring that all necessary information is collected. Once your form is set up, test it by submitting a sample entry. This will help verify that the data flows correctly into Pabbly Connect. Here’s how you can validate:

• Submit the form and check if the response appears in your linked Google Sheet.
• Ensure that all fields are populated correctly in the spreadsheet.

Confirming this step ensures that your automation will work seamlessly when a new proposal request comes in.

4. Using OpenAI to Generate Proposals Automatically

With the Google Form responses set up, the next step is to configure OpenAI within Pabbly Connect. This involves selecting OpenAI as your action application and defining how the proposal should be generated based on the input data from Google Forms.

In the OpenAI configuration, you will specify the model and provide a prompt that instructs the AI on how to create the proposal. Here’s how to set it up:

Choose the appropriate AI model for generating text. Enter a detailed prompt that includes all necessary fields from the Google Form. Map the responses from the Google Form to the corresponding fields in your prompt.

This setup ensures that each proposal is tailored to the specific needs of the client based on their submission.

5. Sending the Email with Gmail

The final step in automating client proposals is to send the generated proposal via email using Gmail. In Pabbly Connect, select Gmail as your action application and configure the email details.

When setting up Gmail, you will need to input the recipient’s email address, subject line, and body content. Make sure to map the output from OpenAI into the email fields correctly. Follow these steps:

Choose the action event as ‘Send Email’. Enter the recipient’s email and configure the subject and body using the AI-generated content. Test the email configuration to ensure it sends correctly.

Once everything is set, activate your workflow. Now, every time a new proposal request comes in, the entire process will run automatically, generating and sending the proposal without any manual effort.

Conclusion

In this tutorial, we explored how to automate client proposals using Pabbly Connect with Google Forms, OpenAI, and Gmail for fast approvals. By following these steps, you can streamline your proposal process and enhance your efficiency.