Business and sales automation for SMEs

Is your team still spending so much time on creating Proposal, following manually and not getting payments on time - come to us we automate Proposal creation -follow ups to invoice to payment reminder

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Inspiration

Too many small businesses still wrestle with manual proposals, invoicing and follow-ups—losing revenue and client trust to simple process gaps. We set out to turn that chaos into a seamless, logo-branded, fully automated financial workflow—entirely built in Bolt Vibe Coding.

What it does

FinBot on Bolt Vibe Coding:

  • Captures engagement details via a Bolt form node.
  • Renders a polished, company-logo PDF proposal using Bolt’s HTML Canvas → PDF export.
  • Schedules and emails invoices with Bolt’s SendGrid integration.
  • Triggers a multi-step reminder sequence (T+7, T+14, T+21, T+28 days) via Bolt timers and email nodes.
  • Auto-reconciles payments through a webhook listening to your bank’s API, updates Bolt’s built-in CRM table, and sends “thank you” receipts.

How we built it

  1. Bolt Form Node
    • Collected client name, service specs, fees, frequency, bank details.
  2. Bolt Agent + HTML Canvas
    • Wrote an HTML template (with <img src="asset://logo.png">), injected variables, and called Bolt’s “Export as PDF” action.
  3. Email & Calendar
    • Used Bolt’s SendGrid integration to dispatch proposals/invoices.
    • Leveraged Bolt’s Google Calendar node to schedule due-date reminders.
  4. Follow-Up Logic
    • Configured Bolt timers with conditional gates to escalate reminders.
    • Logged every action in Bolt’s audit table.
  5. Payment Webhook
    • Connected your bank-feed to Bolt’s Webhook listener.
    • On match, Bolt Function updates invoice status and fires a receipt email.

Challenges we ran into

  • PDF templating: embedding a static logo inside Bolt’s HTML Canvas required hosting the image in Bolt Assets.
  • Variable mapping: ensuring form-field names matched template placeholders exactly.
  • Sequencing timers: orchestrating multi-day reminders without race conditions in Bolt’s scheduler.

Accomplishments that we’re proud of

  • 90% reduction in manual billing effort—zero copy/paste between tools.
  • Brand consistency: every doc (proposal/invoice) carries our and our client’s logo.
  • Fully transparent audit trail in Bolt’s dashboard—finance always knows exactly where each invoice stands.

What we learned

  • Bolt Vibe Coding can handle end-to-end financial workflows when you leverage:
    • Form Nodes for data capture
    • HTML Canvas for templated documents
    • Timers + Gates for schedule-based logic
    • Webhooks for real-time payment updates
  • Clear naming conventions and asset management are non-negotiable at scale.

What’s next for business & sales automation on Bolt

  • Interactive Dashboard: build a Bolt UI view showing real-time A/R aging and cash-flow charts.
  • AI Prioritization: integrate Bolt AI Agents to flag high-risk overdue invoices.
  • Multi-currency & Localization: extend templates for global SMEs.
  • CRM Plug-in: push status updates directly into Salesforce/HubSpot via Bolt connectors.

Built With

  • bult
  • database
  • openai
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