What you import
Form row → model → Doc or email draft. Keep send as a manual last step if you want.
n8n · Make · Zapier
A complete intake becomes a draft proposal you still send.
You already collected the facts. Typing the proposal at 10 p.m. is the leak. This pack drafts from the intake row.
Before: a form and a blank document. After: a draft in your voice with the facts filled.
Form row → model → Doc or email draft. Keep send as a manual last step if you want.
n8n · Make · Zapier
Form, Docs or Gmail, LLM key.
45 minutes including your proposal voice.
The draft is a draft. A person sends it. This is not legal advice and not a binding bid until you say so.
Symptom, system age, and access become a visit-scope draft.
Job notes become a scope and next-step draft.
Matter facts become a structured summary. You write the actual proposal.
Unit inquiry becomes a showing + application next-step note.
Consult notes become a membership or first-series outline you edit.
Intake form to proposal draft (import this)
Video posting soon.
START-HERE.pdf page 1. Credentials. First live node. Email hello@ if a node name moved.
Preferred implementation partner is listed on Partners. Other approved shops later. We do not hold the file hostage.