Consulting Autopilot

The agent monitors qualified opportunities, generates and delivers tailored proposals, reasons about the appropriate follow-up communication using Qwen.

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Inspiration: Improvement of the Sales process

What it does: AI-powered workflow automation solution that streamlines the consulting sales process from lead qualification to intelligent client follow-up.

How we built it: Once a lead is qualified, Google Apps Script automatically generates a proposal from a Google Docs template.

The proposal is stored in Google Drive, and the document link is written back into the CRM. The system then sends the proposal automatically to the client's email using Gmail. At this point, no manual document creation or emailing is required. The workflow then waits for three days before checking the Gmail conversation thread. If the client has already replied, the automation stops immediately to allow the sales team to continue the conversation personally. If no reply is detected, the AI workflow continues automatically. The backend invokes Alibaba Cloud's DashScope API to access the Qwen3-32B large language model. Using the client's organization, industry, and requested compliance service, Qwen generates a personalized, professional follow-up email. The generated email is stored in Google Docs before being sent to the client automatically. The CRM is then updated with the follow-up status and timestamps.

Challenges we ran into: We had issues setting up the backend on Alibaba Cloud

Accomplishments that we're proud of: We are happy that we are able to build this autopilot

What we learned: How to use App Script, Qwen model and Alibaba Cloud

What's next for Consulting Autopilot: Perhaps we can increase the automation till the point of Client Onboarding

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