The first-draft proposal in your voice, not a template you'll spend 90 minutes editing.
ChatGPT pulls scope from the deal record, applies your pricing rules, attaches the right SOC 2 + MSA versions, and produces a draft your AE can send after a 5-minute review.
Proposal v1 drafted. Cover email queued:
How does OpenAI (ChatGPT) work for Proposal Generation automation?
OpenAI (ChatGPT) 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 OpenAI (ChatGPT) 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 @ChatGPT 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 @ChatGPT for the Northwave deal
- 2Pull scope from @Salesforce
- 3Our pricing rules
- 4The SOC 2 attachment
Already wired in
ChatGPT is built into DeskFerry.
No API key, no model setup, no glue code. Connect the apps your team already uses and proposal generation runs on them.
ChatGPT runs inside DeskFerry on our keys.
- SalesforceConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What OpenAI (ChatGPT) + DeskFerry can do
Real OpenAI (ChatGPT) actions your AI agent can perform automatically — no manual work required.
Create Assistant
Tool to create a new assistant with specified parameters. use after finalizing model, tools, and instructions.
Create Message
Tool to create a new message in a specific thread. use when adding messages to an existing conversation after confirming the thread id.
Create Thread
Tool to create a new thread. use when initializing a conversation with optional starter messages.
Delete assistant
Tool to delete a specific assistant by its id. use when you need to remove an assistant after confirming its id.
Delete file
Tool to delete a file. use when you need to remove an uploaded file by its id after confirming the target.
List files
Tool to retrieve a list of files. use when you need to view all files uploaded to your organization.
List fine-tunes
Tool to list your organization's fine-tuning jobs. use when you need to review all fine-tune runs.
List models
Tool to list available models. use when you need to discover which models you can call. use after confirming your api key is valid.
List run steps
Tool to retrieve all steps of a specific run. use when you need to inspect each step's details after initiating a run.
Modify thread
Tool to modify an existing thread's metadata. use after obtaining the thread id when you need to update metadata.
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 @ChatGPT for the Northwave deal — pull scope f
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
How it works
Get started in three steps
Step 01
Connect OpenAI (ChatGPT)
Authorize OpenAI (ChatGPT) in your DeskFerry dashboard. The secure connection takes less than 60 seconds.
Step 02
Configure Your AI Agent
Set up triggers, actions, and conditions specific to how your team uses OpenAI (ChatGPT).
Step 03
Deploy & Monitor Results
Your AI agent goes live immediately. Track tasks automated, time saved, and accuracy metrics in real-time.
Start automating Proposal Generation for OpenAI (ChatGPT)
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
How does it know what scope to include?
It reads the call transcripts, email threads, and CRM custom fields for the deal. Anything ambiguous gets surfaced as a question for the AE before drafting.
What pricing rules does it follow?
Whatever you encode — tiered seats, volume discounts, multi-year discounts, custom add-ons. The agent applies the rules and shows the math; the AE can override with one comment.
What document tools does it integrate with?
DocuSign, PandaDoc, HelloSign, and direct PDF generation. The proposal lives wherever your team already signs.
Can different deal types use different templates?
Yes. The agent picks the template based on deal characteristics (segment, region, product mix). Each template has its own pricing rules and required attachments.
How long does proposal turnaround take?
From "good call, send the proposal" to draft-ready: 90 seconds. From draft-ready to AE-sent: 5–10 minutes of review.
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