Document AI & Extractionfree

CRM to Professional PDF Proposals with Gmail, Drive & Slack Notifications

by Jitesh DugarUpdated Aug 2026

Requires

Google Drive

Gmail

1/5

STEPS · 7

Starts on an incoming request

On a webhook, generates a PDF proposal from CRM data, stores it in Google Drive, and emails it to the client via Gmail.

Airtable, Google Drive & Gmail Automation

On a webhook, records data in Airtable, uploads a file to Google Drive, emails it via Gmail, and responds.

On a chat message, a Gemini agent with memory and tools answers queries and manages files in Google Drive.

On a webhook request, reads an incoming PDF, processes its contents with OpenAI, saves the result to Google Drive, and emails it via Gmail.