Back to Templates
📘 Description:
This workflow automates the creation, storage, and reporting of personalized sales collateral for booked leads using GPT-4o, Google Sheets, Google Drive, and Gmail.
It pulls leads from a central sheet, filters booked ones, generates AI-written sales materials (summary, one-pager, and proposal), uploads the output to Drive, updates the sheet with proposal links, and emails a consolidated HTML summary to the marketing inbox.
It serves as a full-cycle AI-powered outreach content generator that transforms structured lead data into ready-to-use collateral in minutes.
⚙️ What This Workflow Does (Step-by-Step)
▶️ When Clicking ‘Execute Workflow’ (Manual Trigger)
Starts the automation manually, fetching the latest lead records for batch processing.
📊 Retrieve Lead Records from Google Sheets
Pulls all lead details (company name, contact, email, booking status, etc.) from the outreach automation sheet used as the CRM base.
🧩 Validate Lead Data Payload
Checks each row for a valid email format.
✅ Valid entries proceed to booking filter.
❌ Invalid ones are logged to an error sheet.
⚠️ Log Invalid Leads to Google Sheets
Stores incomplete or malformed lead data in a separate tab for cleanup without interrupting execution.
🎯 Filter for Booked Leads
Isolates leads marked as BOOKED—the confirmed clients eligible for personalized collateral generation.
⚙️ Configure GPT-4o Model (Azure OpenAI)
Initializes the GPT-4o model to generate tailored text content based on lead data (company, title, industry, etc.).
🧠 Generate Sales Collateral (AI)
Uses GPT-4o to produce three structured assets per lead:
1️⃣ Sales Summary — a concise 80-word follow-up note.
2️⃣ One-Pager — headline + three selling points + CTA.
3️⃣ Proposal Draft — introduction, scope, timeline, and next steps.
All outputs returned as structured JSON for parsing.
🧹 Parse AI JSON Output
Cleans and normalizes GPT-4o responses, ensuring JSON integrity and consistency across all generated materials.
📄 Convert Collateral into Text Reports
Compiles each lead’s collateral into a .txt report containing all three sections.
Formatting uses clean dividers and labeled blocks for readability.
☁️ Upload Sales Collateral to Google Drive
Uploads each generated file to the collatral data Drive folder.
Returns both view and download links for each report.
🔗 Map Uploaded Files with Lead Data
Cross-references uploaded files with corresponding leads using index mapping.
Prepares structured data with Email, ProposalLink, and timestamps.
✅ Update Lead Record with Proposal Link
Updates the source Google Sheet, attaching each lead’s proposal link for traceability and internal access.
🗂️ Aggregate Uploaded File Metadata
Compiles an HTML-formatted list of uploaded reports (file names and links).
Calculates total processed leads for the summary section.
✉️ Generate Sales Summary Email (AI)
Uses GPT-4o to create a clean HTML report section containing:
Total booked leads processed
Linked list of uploaded files
Short insights paragraph summarizing sales activity
📧 Send Sales Summary Email via Gmail
Delivers the HTML report to the internal inbox (e.g., [email protected]) with subject “Sales Collateral Summary.”
The email is formatted for Gmail/Outlook rendering and ready for forwarding to management.
🧩 Prerequisites
Google Sheets and Drive OAuth setup (Techdome account)
Azure OpenAI GPT-4o credentials
Gmail integration for report delivery
💡 Key Benefits
✅ Eliminates manual collateral drafting for booked leads
✅ Auto-updates CRM sheets with proposal links
✅ Generates consistent, professional B2B materials in real time
✅ Provides an instant HTML summary for daily or weekly reporting
✅ Ensures full traceability of every proposal created
👥 Perfect For
- B2B marketing and pre-sales teams
- Agencies managing client acquisition pipelines
- Business development operations using Google Sheets as CRM
- Teams seeking AI-driven, hands-off collateral generation and reporting