How I Built an AI Agent to Automate My Lead-to-Proposal Workflow and Save Hours per Lead

Hey guys 👋 Just built an agent that handles my entire lead-to-proposal pipeline and wanted to share how it works. ❗The problem: Every time a new lead came in, I had to manually review their submission, figure out the project type, draft a scope of work, break it down into tasks, write a proposal email, and update my CRM. That whole process easily took several hours hours per lead. When you multiply that by several leads a week, it becomes a real bottleneck. 💡 The solution: A SOW Generator Agent that runs the entire workflow automatically. So here's what happens the moment a lead submits a Tally form: 1. The agent analyzes the submission and identifies the project type (web app, chatbot, automation, etc.). 2. It generates a full scope of work document tailored to that specific project. 3. It creates a detailed task list showing me what I need to do to complete the project. 4. It sends me a summary on Slack where I can actually chat with the agent to review and tweak the document in real time. 5. Once I approve it, the agent sends me an email with the final scope in a PDF document, creates a draft email ready to send to the lead with the proposal, and updates my CRM so the lead status stays current. 🎯 What this actually solves for me: • No more context-switching to draft proposals from scratch • Every lead gets a consistent, professional response • My CRM is always up to date without me having to touch it • Nothing goes out without my approval thanks to the Slack review loop • What used to take me over an hour now takes a few minutes of review 🏆 Who can benefit the most from this: Anyone who works with any sort of packaged services where you have a solid base offer which could vary a little bit depending on the project specifics. You'll get a fully personalized proposal document in mere minutes. Happy to answer any questions about the build! 📣