Question: Is there a way to automate the proposal process and save time, so I can focus on other tasks?

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workifAI

If you want to automate proposals and free up some time, workifAI is a good candidate. This AI-powered tool is geared for freelancers, letting them automate proposals with a smart proposal generated from notes or recordings of client calls, estimate project duration, and manage clients with AI-based emails. Proposals can be shared online or as downloadable PDFs, and the personalized AI model learns from each project to improve future proposals. WorkifAI offers a free plan and several paid tiers, so freelancers looking to improve their productivity and revenue can get started.

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Relevance AI

Another good option is Relevance AI, which is more than just a proposal automation tool, offering a full autonomous AI team-building service. You can set up processes as flows using no-code builders and Large Language Model prompts, run them autonomously, and integrate with other tools like Zapier and Google. Relevance AI is good for sales, support, content creation and other business processes, so it's a good option if you want to automate a lot of repetitive work and improve productivity.

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Relay

If you're looking for a more general-purpose automation tool, Relay offers deep integration with many tools like Airtable, Gmail and Slack. Relay lets you set up workflows with more advanced tools like paths, iterators and AI steps, so it's good for teams of any size. Its human-in-the-loop collaboration abilities and data input through AI models means it can help automate a lot of business processes, and it's accessible to anyone on your team.

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