How to Generate Business Proposals Using Pabbly Connect and AI Agent

Learn how to automate business proposal generation using Pabbly Connect, Google Dox, and AI Agent with this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Proposal Generation

To generate business proposals using Pabbly Connect, start by accessing the platform. Pabbly Connect is the automation tool that facilitates the integration between Google Dox and other applications. using Pabbly Connect

Visit the Pabbly website and either sign in or sign up for a free account. Once logged in, you will be directed to the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In this section, you will learn how to create a workflow in Pabbly Connect. This is crucial for automating the business proposal generation process. using Pabbly Connect

• Click on the ‘Create Workflow’ button on the top right corner of the dashboard.
• Name your workflow, for example, ‘Generate Business Proposals using AI Agent’.
• Select the folder where you want to save this workflow.

After creating the workflow, you will see options for setting triggers and actions. Pabbly Connect allows you to set triggers that initiate the workflow, which is essential for the automation process.

3. Setting Up the Trigger with Google Sheets

The next step involves setting up a trigger using Google Sheets in Pabbly Connect. This is where the automation begins. using Pabbly Connect

Select Google Sheets as your trigger application and choose the trigger event as ‘New or Updated Spreadsheet Row’. This means whenever a new detail is added to your Google Sheets, the workflow will be triggered automatically.

• Copy the webhook URL provided by Pabbly Connect.
• Open your Google Sheets and navigate to Extensions > Add-ons > Get add-ons.
• Search for Pabbly Connect and install the add-on.

Once the add-on is installed, refresh your Google Sheets. This allows you to set the trigger URL and specify the column that will send data to Pabbly Connect.

4. Connecting OpenAI for Proposal Generation

Now it’s time to connect OpenAI with Pabbly Connect to generate the business proposals. OpenAI will utilize the data collected from Google Sheets to create proposals. using Pabbly Connect

Select OpenAI as your action application in Pabbly Connect. Choose ‘Create Completion’ as the action event. You will need to connect your OpenAI account by providing the API key.

Generate a new API key in your OpenAI account settings. Paste the API key into Pabbly Connect to establish the connection. Map the necessary fields such as client name, business type, and project requirements from Google Sheets.

With this setup, every time a new row is added to Google Sheets, OpenAI will generate a business proposal based on the provided details.

5. Saving Generated Proposals to Google Dox

The final step is to save the generated proposals into Google Dox. This ensures that all proposals are stored in a centralized location. using Pabbly Connect

In Pabbly Connect, add another action step and select Google Dox. Choose the action event as ‘Create Document’. You will need to connect your Google Dox account to Pabbly Connect.

Authorize Pabbly Connect to access your Google Dox account. Map the document name and content fields to include the proposal generated by OpenAI.

Once this step is complete, every generated proposal will be automatically saved as a new document in Google Dox, streamlining your workflow significantly.

Conclusion

In this tutorial, we explored how to automate the generation of business proposals using Pabbly Connect, Google Dox, and OpenAI. By following the steps outlined, you can efficiently create personalized proposals and save valuable time in your business processes.

Pabbly Connect serves as a powerful integration platform that enhances productivity through automation, allowing you to focus more on your core business activities.