Video Description

📞 Need help with AI & automation? Book a 1:1 clarity call with me → https://cal.com/samwilco/aiclarity 📥 Download templates and join the Automation Architects community → https://natural.agency/#community ---- One-Click AI Generated Proposals Inside Your Airtable CRM! In this step-by-step tutorial, I'll show you how to build a seamless one-click proposal generation system inside your CRM that can save your sales team 5+ hours per week and up to £50K annually. Transform basic client information gathered during sales calls into fully customised, professional proposals—all with a single click. This practical automation workflow connects Airtable (our CRM), OpenAI, and PandaDoc to create a streamlined proposal system that delivers genuine business value without the AI hype. Watch as I demonstrate how to take simple bullet points and transform them into comprehensive, client-ready proposals in seconds. 🎯 What you'll learn: - How to set up a proposal generation workflow in your Airtable CRM - Step-by-step process for creating an automated proposal system - How to configure OpenAI to transform basic notes into professional content - Integrating PandaDoc for beautiful, branded proposal documents - Real-world implementation that can save your team £30K-£50K annually Perfect for business owners and sales teams spending hours crafting proposals each week who want to reclaim that time without sacrificing quality. On this channel we're focused on building simple, scalable business systems that use AI and automation to actually drive business value and save you time. Subscribe for more :) CHAPTERS: 00:00 Introduction to Automated Proposal Generation 01:17 Overview of Core CRM and Data Integration 02:51 Setting Up Proposal Records in Airtable 04:51 Automating Proposal Generation with Scripts 18:54 Creating and Customizing Proposal Templates 24:29 Adding Custom Variables and Next Steps 25:49 Setting Up Client Logo and Finalizing Template 26:31 Integrating PandaDoc with Workflow 27:33 Populating Proposal Fields 32:59 Testing and Reviewing the Proposal 34:25 Updating Airtable with Proposal Link 35:52 Adding AI Assistant for Proposal Enhancement 41:03 Final Workflow and Next Steps 44:44 Conclusion and Future Plans 🔗 USEFUL LINKS: Website: https://natural.agency/ai-automation-agency Twitter/X: https://x.com/_samwilco LinkedIn: https://www.linkedin.com/in/samwilco/ #aiproposals #crmautomation #aiworkflow #airtable