PandaDoc, ClickUp CRM, Gmail을 사용하여 AI 주도 판매提案 생성

• •Google 계정 및 Gmail API 인증 정보
• •대상 API의 인증 정보가 필요할 수 있음
• •OpenAI API Key

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              "content": "=Your task is to generate a proposal using input data from a form. This proposal should be highly customized, specific, and high-quality, considering we're going to be sending it immediately after you're done.\n\nContext: we are an automation/no-code agency that develops systems revolving around growth, revenue ops, etc.\n\nThe proposal template we're using has many fields. You must return these fields in one JSON object.\n\nUse this format:\n\n{\n  \"proposalTitle\": \"\",\n  \"problemTitle\": \"\",\n  \"problemText\": \"\",\n  \"solutionTitle\": \"\",\n  \"solutionText\": \"\",\n  \"scope1\": \"\",\n  \"scope2\": \"\",\n  \"scope3\": \"\",\n  \"scope4\": \"\",\n\"deliverable1\":\"\",\n\"deliverable2\":\"\",\n\"deliverable3\":\"\",\n  \"timeline1\": \"\",\n  \"timeline2\": \"\",\n  \"timeline3\": \"\"\n}\n\nRules:\n1. Use a spartan, casual tone of voice.\n2. Be to-the-point but professional—assume you're writing to a sophisticated audience.\n3. Ensure that all fields are filled out. Do not miss a field or leave any variables empty.\n4. For problemText and solutionText, make sure to number the responses (usually 3, make sure they're inside of the string).\n5. There will only ever be 4 scoping bullet points, 3 timeline and 3 deliverable bullet points—stick to this precisely. For the timelines, only say the amount of days (\"x days\")"
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              "content": "={\"problem\":\"Right now they're managing all of their leads & projects in a massive Google Sheet. The key issues: their system is disorganized, incapable of scaling, and provides little in the way of accountability. Team members are manually updating fields, copying and pasting data, and there is no single source of truth.\",\n\"solution\":\"Migration to a dedicated CRM & project management solution like Monday.com, and a bespoke setup that includes a CRM board to handle new leads, alongside a PM board to handle new and ongoing projects. The creation of new records, and various administrative tasks alongside them, will be handled using both built in Monday automations and third party tools. I'll also create a process library of SOPs to improve operations more generally.\",\n\"deliverables\":\"completed Monday CRM, PM boards, process library of SOPs, training materials, video\",\n\"timeline\":\"two weeks\",\n\"companyDescription\":\"Robert Half is an executive recruiting firm that works primarily out of NYC.\"}"
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        "content": "## Update Lead in CRM -> Add company name, proposal URL & quote fields"
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        "content": "# Generate a personalized PandaDoc proposal after sales call\n## Overview\nStop spending hours formatting proposals. This workflow turns a short post-call form into a high-converting, fully-personalized PandaDoc proposal—plus updates your CRM and drafts the follow-up email for you.\n\nAfter a sales call, just fill out a 3-minute form summarizing key pain points, solutions pitched, and the price. The workflow uses AI to generate polished proposal copy, then builds a PandaDoc draft using dynamic data mapped into the JSON body (which you can fully customize per business). It also updates the lead record in ClickUp with the proposal link, company name, and quote—then creates an email draft in Gmail, ready to send.\n\n### Who’s it for\n- Freelancers and consultants sending service proposals  \n- Agencies closing deals over sales calls  \n- Sales reps who want to automate proposal follow-up  \n- Teams using ClickUp as their lightweight CRM  \n\n### How it works\n- After a call, fill out a short form with client details, pitch notes, and price  \n- AI generates professional proposal copy based on form input  \n- Proposal is formatted and sent to PandaDoc via HTTP request  \n- ClickUp lead is updated with:\n  - Company Name  \n  - Proposal URL  \n  - Quote/price  \n- A Gmail draft is created using the proposal link and a thank-you message  \n\n### Example use case\n> You hop off a call, fill out:  \n> - Prospect: Shopify agency  \n> - Pain: No lead gen system  \n> - Solution: Automated cold outreach  \n> - Price: $2,500/month  \n>  \n> 3 minutes later: PandaDoc proposal is ready, CRM is updated, and your email draft is waiting to be sent.\n\n### How to set up\n1. Replace the form with your preferred tool (e.g. Tally, Typeform)  \n2. Connect PandaDoc API and structure your proposal template  \n3. Customize the JSON body inside the HTTP request to match your business  \n4. Link your ClickUp space and custom fields  \n5. Connect Gmail (or other email tool) for final follow-up draft  \n\n### Requirements\n- Form tool for capturing sales call notes  \n- OpenAI or LLM key for generating proposal copy  \n- PandaDoc API access  \n- ClickUp custom fields set up for lead tracking  \n- Gmail integration\n\n### How to customize\n- Customize your PandaDoc proposal fields in the JSON body of the HTTP node  \n- Replace ClickUp with another CRM like HubSpot or Notion  \n- Adjust AI tone (casual, premium, corporate) for proposal writing  \n- Add Slack or Telegram alerts when the draft is ready  \n- Add PDF generation or auto-send email step\n"
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      "position": [
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      "parameters": {
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        "content": "## Hey, I'm Abdul 👋\n### I build growth systems for consultants & agencies. If you want to work together or need help automating your business, check out my website: \n### **https://www.builtbyabdul.com/**\n### Or email me at **builtbyabdul@gmail.com**\n### Have a lovely day ;)`"
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