Approvals & Backofficefree

Automate Freelance Project Intake with Custom Proposals Using Jotform & Gemini

by iamvaarUpdated Aug 2026

Requires

Google SheetsGoogle Gemini

Gmail

1/5

STEPS · 7

Starts on an incoming request

On a Jotform submission, drafts a custom proposal with Gemini, logs the project in Google Sheets, and emails it via Gmail.

AI Email Reply Based on HubSpot Data + Slack Approval

On a new Gmail email, drafts an AI reply with Google Gemini using HubSpot contact data and posts it to Slack for approval.

On webhook submissions, evaluates work-permit requests with OpenAI, logs approvals to Google Sheets, and notifies approvers via Slack and Gmail.

On a new Gmail email, extracts claim PDFs, evaluates them with OpenAI, logs decisions to Google Sheets, archives to Drive, and emails the outcome.