使用 PandaDoc、ClickUp CRM 和 Gmail 跟进创建 AI 驱动的销售提案

• •Google 账号和 Gmail API 凭证
• •可能需要目标 API 的认证凭证
• •OpenAI API Key

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              "role": "system",
              "content": "You are a helpful, intelligent writing assistant."
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              "content": "=Your task is to generate a proposal using input data from a form. This proposal should be highly customized, specific, and high-quality, considering we're going to be sending it immediately after you're done.\n\nContext: we are an automation/no-code agency that develops systems revolving around growth, revenue ops, etc.\n\nThe proposal template we're using has many fields. You must return these fields in one JSON object.\n\nUse this format:\n\n{\n  \"proposalTitle\": \"\",\n  \"problemTitle\": \"\",\n  \"problemText\": \"\",\n  \"solutionTitle\": \"\",\n  \"solutionText\": \"\",\n  \"scope1\": \"\",\n  \"scope2\": \"\",\n  \"scope3\": \"\",\n  \"scope4\": \"\",\n\"deliverable1\":\"\",\n\"deliverable2\":\"\",\n\"deliverable3\":\"\",\n  \"timeline1\": \"\",\n  \"timeline2\": \"\",\n  \"timeline3\": \"\"\n}\n\nRules:\n1. Use a spartan, casual tone of voice.\n2. Be to-the-point but professional—assume you're writing to a sophisticated audience.\n3. Ensure that all fields are filled out. Do not miss a field or leave any variables empty.\n4. For problemText and solutionText, make sure to number the responses (usually 3, make sure they're inside of the string).\n5. There will only ever be 4 scoping bullet points, 3 timeline and 3 deliverable bullet points—stick to this precisely. For the timelines, only say the amount of days (\"x days\")"
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              "content": "={\"problem\":\"Right now they're managing all of their leads & projects in a massive Google Sheet. The key issues: their system is disorganized, incapable of scaling, and provides little in the way of accountability. Team members are manually updating fields, copying and pasting data, and there is no single source of truth.\",\n\"solution\":\"Migration to a dedicated CRM & project management solution like Monday.com, and a bespoke setup that includes a CRM board to handle new leads, alongside a PM board to handle new and ongoing projects. The creation of new records, and various administrative tasks alongside them, will be handled using both built in Monday automations and third party tools. I'll also create a process library of SOPs to improve operations more generally.\",\n\"deliverables\":\"completed Monday CRM, PM boards, process library of SOPs, training materials, video\",\n\"timeline\":\"two weeks\",\n\"companyDescription\":\"Robert Half is an executive recruiting firm that works primarily out of NYC.\"}"
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              "content": "={\n  \"proposalTitle\": \"Scalable Project Management system for Robert Half\",\n  \"problem\": {\n    \"title\": \"Your systems don't scale & you're paying too much\",\n    \"text\": \"1. You're using systems that don't scale\\n\\nCurrently, your team spends a ridiculous amount of time manually updating fields in a Google Sheet. This is resource-intensive, inefficient, and tedious—it's easy for a small mistake to cascade into a large one, and this has happened multiple times. Perhaps more importantly, there's no accountability, so when said problems inevitably arise, it's impossible to trace it back to its root and solve it.\\n\\n2. You're doing (and paying) too much\\n\\nGoogle Sheets is free. But the impact on your business has been costly. Given the archaic nature of your current setup, specific daily tasks are difficult to operationalize—leading to a large chunk of your employee/contractor costs going to admin tasks that are easily automatable.\\n\\n3. You're missing a ton of functionality\\n\\nGoogle Sheets is primarily textual, and misses the rich functionality afforded by more intentional CRMs. For instance, you can't assign owners to records, or automatically notify team members when something needs to happen (instead, everyone has to be online all the time \"just in case\"), or take advantage of more effective views to represent data flow.\"\n  },\n  \"solution\": {\n    \"title\": \"Scalable systems & built-in project management\",\n    \"text\": \"1. First, I'll migrate & build you a scalable system:\\n\\nI'll help you migrate to Monday.com, a dedicated CRM and project management platform. This will address many of the scalability issues inherent to Google Sheets—your team will be able to assign owners to records, receive notifications on important tasks, and communicate with eachother in a public, accountable way. \\n\\nIn addition, I'll build bespoke automations (both in Monday and using a third party tool, Make.com) to eliminate the need for manual record creation and related administrative functions. This will improve cycle time, better the quality of life of your staff, and decrease the likelihood of a costly error.\\n\\n2. Then, I'll help you improve cost efficiency:\\n\\nNext, we'll operationalize your procedures, add them to a library of SOPs, and begin scoping automated solutions to improve the effectiveness of each task. Much of the knowledge in your company currently exists in conversation or hidden direct messages and threads—turning this into a central, accessible knowledge base will streamline new hire onboarding, significantly improve margins on tasks, and make your team much more flexible.\"\n  },\n  \"scope\": {\n    \"1\": \"We'll migrate your current Google Sheets set-up to Monday.com, a scalable CRM & project management system\",\n    \"2\": \"We'll create two boards—a CRM board and a Project Management board—which will be your single source of truth for business operations moving forward.\",\n    \"3\": \"We'll build you a process library that exhaustively covers your business SOPs, which will let your team train faster and delegate work more effectively.\",\n    \"4\": \"We'll produce an end-to-end piece of video documentation of the system upon delivery.\"},\n\"deliverable\": {\n    \"1\": \"Sheets -> Monday Migration\",\n    \"2\": \"SOPs & Process Library\",\n    \"3\": \"Video Documentation\"\n  }\n  \"timeline\": {\n    \"1\": \"5 business days\",\n    \"2\": \"3 business days\",\n    \"3\": \"1 business day\"\n  }\n}"
            },
            {
              "content": "={\"problem\":\"{{ $json.form_response.answers[5].text }}\",\n\"solutionIPitched\":\"{{ $json.form_response.answers[6].text }}\"\"\n\"deliverables\":\"{{ $json.form_response.answers[7].text }}\",\n\"timeline\":\"{{ $json.form_response.answers[8].text }}\",\n\"companyDescription\":\"{{ $json.form_response.answers[4].text }}\"}"
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      "name": "创建 PandaDoc 提案",
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      "parameters": {
        "url": "https://api.pandadoc.com/public/v1/documents",
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        "options": {},
        "jsonBody": "={\n  \"owner\": {\n    \"email\": \"abdul@builtbyabdul.com\"\n  },\n  \"template_uuid\": \"<template id>\",\n  \"name\": \"Proposal for {{ $('Sales Call Form').item.json.form_response.answers[3].text }}\",\n  \"metadata\": {\n    \"clickup_id\": \"{{ $('Sales Call Form').item.json.form_response.hidden.clickup_id }}\",\n    \"project_type\": \"proposal\",\n    \"source\": \"typeform_automation\"\n  },\n  \"fields\": {\n    \"Initials\": {\n      \"value\": \"AM\"\n    }\n  },\n  \"tokens\": [\n    {\n      \"name\": \"Client.ProposalTitle\",\n      \"value\": \"{{ $json.message.content.proposalTitle }}\"\n    },\n    {\n      \"name\": \"Client.ProblemTitle\",\n      \"value\": \"{{ $json.message.content.problemTitle }}\"\n    },\n    {\n      \"name\": \"Client.ProblemText\",\n      \"value\": \"{{ $json.message.content.problemText.replace(/\\n/g, '\\\\n') }}\"\n    },\n    {\n      \"name\": \"Client.SolutionTitle\",\n      \"value\": \"{{ $json.message.content.solutionTitle }}\"\n    },\n    {\n      \"name\": \"Client.SolutionText\",\n      \"value\": \"{{ $json.message.content.solutionText.replace(/\\n/g, '\\\\n') }}\"\n    },\n    {\n      \"name\": \"Client.Scope1\",\n      \"value\": \"{{ $json.message.content.scope1 }}\"\n    },\n    {\n      \"name\": \"Client.Scope2\",\n      \"value\": \"{{ $json.message.content.scope2 }}\"\n    },\n    {\n      \"name\": \"Client.Scope3\",\n      \"value\": \"{{ $json.message.content.scope3 }}\"\n    },\n    {\n      \"name\": \"Client.Scope4\",\n      \"value\": \"{{ $json.message.content.scope4 }}\"\n    },\n    {\n      \"name\": \"Client.Company\",\n      \"value\": \"{{ $('Sales Call Form').item.json.form_response.answers[3].text }}\"\n    },\n    {\n      \"name\": \"Client.LastName\",\n      \"value\": \"{{ $('Sales Call Form').item.json.form_response.answers[1].text }}\"\n    },\n    {\n      \"name\": \"Client.FirstName\",\n      \"value\": \"{{ $('Sales Call Form').item.json.form_response.answers[0].text }}\"\n    },\n    {\n      \"name\": \"Client.Timeline1\",\n      \"value\": \"{{ $json.message.content.timeline1 }}\"\n    },\n    {\n      \"name\": \"Client.Timeline2\",\n      \"value\": \"{{ $json.message.content.timeline2 }}\"\n    },\n    {\n      \"name\": \"Client.Timeline3\",\n      \"value\": \"{{ $json.message.content.timeline3 }}\"\n    },\n    {\n      \"name\": \"Client.Deliverable1\",\n      \"value\": \"{{ $json.message.content.deliverable1 }}\"\n    },\n    {\n      \"name\": \"Client.Deliverable2\",\n      \"value\": \"{{ $json.message.content.deliverable2 }}\"\n    },\n    {\n      \"name\": \"Client.Deliverable3\",\n      \"value\": \"{{ $json.message.content.deliverable3 }}\"\n    }\n  ],\n  \"recipients\": [\n    {\n      \"delivery_methods\": {\n        \"email\": true\n      },\n      \"redirect\": {\n        \"is_enabled\": false,\n        \"url\": \"https://example.com\"\n      },\n      \"type\": \"recipient\",\n      \"role\": \"Client\",\n      \"email\": \"{{ $('Sales Call Form').item.json.form_response.answers[2].email }}\",\n      \"first_name\": \"{{ $('Sales Call Form').item.json.form_response.answers[0].text }}\",\n      \"last_name\": \"{{ $('Sales Call Form').item.json.form_response.answers[1].text }}\"\n    }\n  ],\n  \"pricing_tables\": [\n    {\n      \"name\": \"Pricing Table 1\",\n      \"options\": {\n        \"currency\": \"USD\"\n      },\n      \"sections\": [\n        {\n          \"rows\": [\n            {\n              \"data\": {\n                \"qty\": 1,\n                \"name\": \"{{ $json.message.content.proposalTitle }}\",\n                \"price\": \"{{ $('Sales Call Form').item.json.form_response.answers[9].number }}\"\n              },\n              \"options\": {\n                \"optional\": false,\n                \"qty_editable\": false,\n                \"optional_selected\": false\n              }\n            }\n          ],\n          \"title\": \"Pricing Section\",\n          \"default\": true\n        }\n      ]\n    }\n  ]\n}",
        "sendBody": true,
        "sendHeaders": true,
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      "position": [
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      ],
      "parameters": {
        "color": 6,
        "width": 880,
        "height": 300,
        "content": "## 通话后填写快速表单 -> 生成个性化 PandaDoc 提案"
      },
      "typeVersion": 1
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      "parameters": {
        "id": "={{ $('Sales Call Form').item.json.form_response.hidden.clickup_id }}",
        "operation": "update",
        "updateFields": {
          "content": "=Company Summary: {{ $('Sales Call Form').item.json.form_response.answers[4].text }} \n\nProblem: {{ $('Sales Call Form').item.json.form_response.answers[5].text }}\n\nSolution I pitched: {{ $('Sales Call Form').item.json.form_response.answers[6].text }}\n\nDeliverables: {{ $('Sales Call Form').item.json.form_response.answers[7].text }}\n\nHow long: {{ $('Sales Call Form').item.json.form_response.answers[8].text }}"
        },
        "authentication": "oAuth2"
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      "credentials": {
        "clickUpOAuth2Api": {
          "id": "R6our9TKRLgAtfPg",
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      "typeVersion": 1
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      "name": "添加公司名称",
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      "parameters": {
        "task": "={{ $json.id }}",
        "field": "={{ $json.custom_fields[0].id }}",
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        "authentication": "oAuth2"
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        "field": "={{ $('ClickUp').item.json.custom_fields[9].id }}",
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        "operation": "setCustomField",
        "authentication": "oAuth2"
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    },
    {
      "id": "67bc4dd5-1a1c-4943-bd53-2961da61106f",
      "name": "提案 URL",
      "type": "n8n-nodes-base.clickUp",
      "position": [
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      ],
      "parameters": {
        "task": "={{ $('ClickUp').item.json.id }}",
        "field": "={{ $json.custom_fields[8].id }}",
        "value": "=https://app.pandadoc.com/a/#/documents/{{ $('Create PandaDoc Proposal').item.json.id }}",
        "operation": "setCustomField",
        "authentication": "oAuth2"
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      },
      "typeVersion": 1
    },
    {
      "id": "3cf561e4-17ee-41ab-b282-b670a381e7b6",
      "name": "销售通话表单",
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        0
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        "simplifyAnswers": false
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      "position": [
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      ],
      "parameters": {
        "color": 6,
        "width": 580,
        "height": 720,
        "content": "## 更新 CRM 中的潜在客户 -> 添加公司名称、提案 URL 和报价字段"
      },
      "typeVersion": 1
    },
    {
      "id": "4b02be17-6aaa-4fda-a07c-602ff68e96e0",
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      "position": [
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        -100
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      "parameters": {
        "color": 3,
        "width": 260,
        "height": 260,
        "content": "## 创建邮件草稿"
      },
      "typeVersion": 1
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      "parameters": {
        "message": "=Hey {{ $('Sales Call Form').item.json.form_response.answers[0].text }}, thanks for the great call.\n<br><br>\nI put together a detailed proposal for you below. Please take a look at your earliest convenience and let me know your thoughts.\n<br><br>\n(proposal link)\n<br><br>\nHit me if you have any q's. You should be redirected pay after you sign, so I can get started soon as that's sorted.\n<br><br>\nCheers,<br>\nAbdul",
        "options": {
          "sendTo": "={{ $('Sales Call Form').item.json.form_response.answers[2].email }}"
        },
        "subject": "sent you the Proposal",
        "resource": "draft",
        "emailType": "html"
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      "credentials": {
        "gmailOAuth2": {
          "id": "C3I7lGaMkl8s8Uu6",
          "name": "builtbyabdul"
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        "content": "# 销售通话后生成个性化 PandaDoc 提案"
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      "parameters": {
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        "height": 240,
        "content": "## 你好，我是 Abdul 👋"
      },
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  "pinData": {},
  "connections": {
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          {
            "node": "Add Company Name",
            "type": "main",
            "index": 0
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            "node": "Quote",
            "type": "main",
            "index": 0
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            "node": "Proposal URL",
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    "Proposal URL": {
      "main": [
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          {
            "node": "Create a Draft",
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    "Sales Call Form": {
      "main": [
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          {
            "node": "Generate Proposal Copy",
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}