1.Watches for new booking record
Integrate Airtable and database workflows to read new booking fields and capture the requester email to start proposal creation.
Create proposal deck and email it to requester
Automatically monitor new booking record additions across Airtable, Formatter by Zapier, Google Slides, and Gmail. Automatically generate and email when new booking record added or quote request created or booking submission capturedβso you can format pricing, build a PDF deck, and deliver it fast without manual deck building.
How this automation speeds proposal delivery
When new booking records arrive but proposals require manual formatting, deck building slows turnaround and delays responses. This automation monitors Airtable records, formats values, builds slide decks, exports PDFs, and emails the requesterβso your team delivers quotes without chasing files.
Airtableor swap with your favorite app
2.Formats dates and price fields
Integrate Formatter by Zapier and data formatting tools to convert booking date and numeric price values into presentation-ready fields.
Formatter by Zapieror swap with your favorite app
3.Creates presentation from template
Integrate Google Slides and templating tools to populate a slide template with formatted dates, pricing, duration, and booking details.
Google Slidesor swap with your favorite app
4.Exports presentation as PDF
Integrate Google Slides and file export tools to generate a PDF and provide an export link for attaching to the email.
5.Sends proposal email with PDF
Integrate Gmail and email delivery tools to send the requester the mapped email address and the exported PDF link.
Gmailor swap with your favorite app
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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