Proposal Creation in Bulk

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Hi Make-ers,

I recently created a YouTube video demonstrating how to use Airtable, Make, and Google Docs to automate the proposal creation process. This method utilizes a specific Google Doc template and attaches the company deck to the same email. The automation relies on three key variables for each “product” chosen:

  1. Proposal template
  2. Company deck
  3. Email introduction template

I’d love to hear your feedback on how I can improve my videos in the future.

This automation has helped my agency optimize over $100k annually.

Check out the video here: https://www.youtube.com/watch?v=sE3opFGgB64

For more content, explore my curated playlist, which is updated regularly (link is inside the above video link)

Thank you!

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I’d love to learn more about the videos you linked, but unfortunately, not everyone can access or watch videos on forums for various reasons. Some folks might be:

  • Short on time: A quick summary would help them decide if the video is relevant before investing their limited minutes.

  • Unable to watch videos: Accessibility limitations, data restrictions, or noisy environments might prevent them from viewing the video directly.

  • Preferring text summaries: Some people learn better by reading or simply prefer written information.

By providing a brief description or summary of the video, you can reach a wider audience and ensure everyone can participate in the discussion on this forum. It also helps folks quickly gauge if the video aligns with their interests and needs.

Thanks!

samliew – request private consultation

Join the Make Fans Discord server to chat with other makers!

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Thank you so much for the information. I have edited the original post with the details to the same. Kindly let me know if there is anything else that I need to add/edit?

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What does it mean to “optimize over $100k annually”? Can you clarify?

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