Voice2Propal: Smart WhatsApp AI Proposal Generator
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Automate your sales proposals directly from WhatsApp using AI. This workflow instantly generates personalized proposals from both voice messages and text inputs, leveraging advanced AI and external data sources to streamline your sales process.
About This Workflow
The "Voice2Propal" workflow revolutionizes how businesses generate sales proposals. By integrating seamlessly with WhatsApp, it empowers your team to create detailed, AI-driven proposals from customer inquiries, whether they arrive as voice notes or text messages. This intelligent system uses OpenAI's GPT-4 for sophisticated content generation, automatically transcribes audio messages, and enriches proposals with real-time data fetched from Airtable, ensuring accuracy and relevance. It's designed for sales professionals seeking to enhance efficiency, reduce response times, and deliver an exceptional customer experience by turning conversations into conversions with unparalleled speed.
Key Features
- WhatsApp-Native Interaction: Initiate proposal generation directly from customer voice messages or text inquiries on WhatsApp.
- Intelligent AI Proposal Generation: Leverages OpenAI's GPT-4 for crafting highly personalized and contextually relevant sales proposals.
- Automatic Voice-to-Text Transcription: Seamlessly transcribes incoming WhatsApp voice messages into text, ready for AI processing.
- Dynamic Service & Pricing Data: Integrates with Airtable to pull up-to-date service descriptions, pricing, and product information for accurate proposals.
- Conversational Memory: Maintains context across interactions, allowing for more coherent and multi-turn proposal adjustments.
- Integrated Calculator Tool: Empowers the AI to perform calculations for pricing, discounts, or quantity estimates within proposals.
How To Use
- Connect WhatsApp: Configure the "WhatsApp Trigger" node with your WhatsApp Business account credentials to start receiving messages.
- Enable OpenAI API: Provide your OpenAI API key in the "OpenAI" and "OpenAI Chat Model" nodes for audio transcription and GPT-4 based proposal generation.
- Integrate Airtable: Connect your Airtable account to the "Get Info" node, specifying your "Invoice" base and "Services" table to allow the AI to fetch relevant data.
- Customize AI Prompt: Refine the system prompt within the "OpenAI Chat Model" to guide the AI on how to structure proposals and what information to prioritize.
- Set Up Output: (Implicit - but crucial for a complete workflow) Add a final node, such as a "WhatsApp Business Cloud Send Message," to deliver the AI-generated proposal back to the customer.
Apps Used
Workflow JSON
{
"id": "b0a04cca-711c-4e74-bb8b-652bd80dcccc",
"name": "Voice2Propal: Smart WhatsApp AI Proposal Generator",
"nodes": 15,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: b0a04cca-711c...
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