Automated workflow · Sales & accounts

First draft of a proposal deck

Pulls together past proposals and success stories for the client’s industry and produces a first-draft deck.

Book a call →Back to the workflow library
TriggerMentioned
OutputFirst draft of a proposal deck
Core technologies
Memoryknowledge baseindex
AdjustableDeck templates, rules for choosing case studies
Data sourcesGoogle Drive, Google Slides, Slack

Example: Digital advertising

How ANIMA gets it done

Data sources used

Data connectionsUse Google Drive with ANIMAView →Data connectionsUse Google Slides with ANIMAView →Data connectionsUse Slack with ANIMAView →

Other workflows for the same role

Trigger: Schedule (every Monday)

Move deals forward using patterns from past wins

Finds the follow-up rhythm that has worked in past wins, flags stalled deals, and has follow-up content ready.

  1. ANIMACompares open deals with the pace of past wins
  2. ANIMAFlags deals that have not moved longer than the average number of days
  3. ANIMAPrepares follow-up messages and quotes for each client’s needs
  4. You confirmFollow-up list and content

Output: Stalled deal list and follow-up drafts · Uses: LINE, Gmail, ERP

See workflow →

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LINE: @aniweave.aianima@aniweave.ai
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