1.Detect new request record
Integrate Airtable to detect new financing requests and map record fields to quote placeholders.
Create and send customer quote PDFs from new requests
Automatically generate quote PDFs from new financing request records across Airtable, Google Docs, Google Drive, and Gmail. Create and update when new request added, pricing fields populate, or applicant email providedβso you can generate PDFs, send applicant emails, and update request status without manual follow-up.
How this automation accelerates sent quote delivery
When a new financing request is added, delays can stall responses and weaken deal momentum. This automation creates a quote PDF, stores it in Drive, sends an email, and updates the originating Airtable recordβso your team can deliver proposals faster.
Airtableor swap with your favorite app
2.Creates quote PDF from template
Integrate Google Docs and document templating tools to generate the quote document and export it as a PDF.
Google Docsor swap with your favorite app
3.Uploads PDF to Drive folder
Integrate Google Drive and file storage tools to create a Drive file and name it with the quote reference.
Google Driveor swap with your favorite app
4.Sends applicant email with attachment
Integrate Gmail and email tools to send the applicant email and attach the saved PDF from Drive.
Gmailor swap with your favorite app
5.Updates request with PDF link
Integrate Airtable and workflow tracking tools to update the request record with the PDF link and sent status.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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