Run Proposal Generation on Gmail — AI Agent
Already on Gmail? Add a DeskFerry agent for Proposal Generation and save hours every week without writing code.
Proposal v1 drafted. Cover email queued:
How does Gmail work for Proposal Generation automation?
Gmail works for Proposal Generation automation by powering a DeskFerry agent that runs the workflow end-to-end inside your existing tools — no code, no custom build.
- 01
Trigger fires
The agent connects to Gmail alongside the other apps your team already uses, watches for the triggers that matter for Proposal Generation, and takes the next step on its own while keeping a complete audit trail for review.
- 02
Generate a tailored proposal with @Gmail for the Northwave deal
Generate polished proposals in minutes using AI-powered templates and client data.
- 03
Pull scope from @Salesforce
Teams typically see days → Same-day from brief to client-ready draft once the agent is in production.
- 04
Our pricing rules
You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
- 05
You approve
Anything under your confidence bar waits for a human.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Generate a tailored proposal with @Gmail for the Northwave deal
- 2Pull scope from @Salesforce
- 3Our pricing rules
- 4The SOC 2 attachment
How it connects
Connect Gmail. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Gmail with one click, and proposal generation runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- GmailConnect
- SalesforceConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Gmail + DeskFerry can do
Real Gmail actions your AI agent can perform automatically — no manual work required.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Get Gmail attachment
Retrieves a specific attachment by id from a message in a user's gmail mailbox, requiring valid message and attachment ids.
Get contacts
Fetches contacts (connections) for the authenticated google account, allowing selection of specific data fields and pagination.
Northwave · DeskFerry proposal (v1) — for your Friday review
Attached is the v1 proposal for Northwave — 18 seats, 12-month term, $138K ACV with the early-renewal credit applied.
Personalized using LinkedIn activity from the last 30 days.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Marco11:42 AM
Approved the draft to procurement@northwave.io.
- Agent11:41 AM
Drafted the email and queued it for review.
Reason: High-confidence personalization but recipient is C-level — escalating per policy.
- Agent11:40 AM
Pulled LinkedIn activity and HubSpot deal context.
- Agent11:40 AM
Triggered: Generate a tailored proposal with @Gmail for the Northwave deal — pull scope fro
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
How it works
Get started in three steps
Step 01
Connect Gmail
Add Gmail to your DeskFerry workspace in seconds. The AI immediately starts listening for messages and events.
Step 02
Configure Message Workflows
Choose which Gmail channels, threads, or DMs trigger AI actions — and what happens next.
Step 03
Automate & Stay in the Loop
The AI handles routine messages and tasks in Gmail while escalating anything that needs your attention.
Start automating Proposal Generation for Gmail
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
What specific Proposal Generation tasks can the Gmail integration automate?
The Gmail integration automates end-to-end Proposal Generation — including data capture from Gmail, validation, routing, follow-up actions, and status updates. Every Proposal Generation step that touches Gmail can be handled by the AI agent.
Can I customize which Gmail events trigger Proposal Generation actions?
Yes. You define exactly which Gmail events start Proposal Generation workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so Proposal Generation actions only fire when your specific criteria are met in Gmail.
What reporting does DeskFerry provide for Proposal Generation tasks processed through Gmail?
The dashboard shows Proposal Generation-specific metrics for your Gmail integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Gmail-triggered Proposal Generation workflows perform over time.
What happens when the Proposal Generation agent encounters an issue in Gmail?
When the AI hits an edge case during Proposal Generation processing in Gmail, it escalates to your team with full context — the Gmail record, what was attempted, and why it needs review. Your Proposal Generation pipeline never stalls or loses data.
How does AI-powered Proposal Generation via Gmail compare to manual processing?
Manual Proposal Generation in Gmail requires constant tab-switching, copy-pasting, and follow-up tracking. DeskFerry eliminates this by handling Proposal Generation tasks in real-time as Gmail events occur — running 24/7 with consistent accuracy and zero fatigue.
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