Service Package Recommendations
Routes leads by budget to the right service package, sends a formatted proposal email, logs data to your sheet.
founders and execsfreelancers and consultants
What it does
You get leads automatically matched to the right service package based on their budget, receive a ready-to-send proposal email with case studies, and have all inquiry details logged in your tracking sheet without manual entry.
Step by step
- Configure a Google Apps Script trigger to fire on form submission or sheet edit.
- Parse the submitted JSON payload to extract the lead's email address and budget amount.
- Implement conditional logic branches that map specific budget ranges to predefined service package IDs.
- Use the Gmail API to send an HTML-formatted email with a static footer and signature block.
Where the LLM does the work
- Generate personalized opening sentences that reference the lead's specific industry or pain points from their form response.
- Draft concise value propositions for each service package that align with the user's stated budget constraints.
- Select and summarize relevant case studies to include in the email body based on the matched service tier.
Watch out for
LLM outputs can vary in length so add a character limit check to ensure emails fit within Gmail's display preferences.
Budget parsing may fail if users enter currency symbols or text so sanitize inputs by stripping non-numeric characters before comparison.
Gmail API quotas are strict per user so implement a queue system to prevent hitting daily sending limits during high volume.
Calendar events might double-book if the lead already has a meeting at that time so add a conflict check before creating the reminder.
Tools that fit
The agent brief
Everything your agent needs, including the gotchas. Copy it and go.
You are helping me build the following AI agent workflow. ## Goal Service Package Recommendations: Routes leads by budget to the right service package, sends a formatted proposal email, logs data to your sheet. ## Specification - What it does: You get leads automatically matched to the right service package based on their budget, receive a ready-to-send proposal email with case studies, and have all inquiry details logged in your tracking sheet without manual entry. - Trigger: Triggered by an event (Event · on form submission) - Autonomy: Fully hands-off - Expected setup effort: about an afternoon - Tools/services involved: - Google Sheets: Sales pipeline tracking and data logging - Gmail: Sending personalized proposal emails - Google Calendar: Scheduling follow-up reminders ## Known pitfalls, handle each one explicitly in your implementation 1. LLM outputs can vary in length so add a character limit check to ensure emails fit within Gmail's display preferences. 2. Budget parsing may fail if users enter currency symbols or text so sanitize inputs by stripping non-numeric characters before comparison. 3. Gmail API quotas are strict per user so implement a queue system to prevent hitting daily sending limits during high volume. 4. Calendar events might double-book if the lead already has a meeting at that time so add a conflict check before creating the reminder. ## Reference implementation https://n8n.io/workflows/10699 (workflow template) Fetch and inspect this before building. If it matches my stack, adapt it; if not, rebuild the pattern with my tools. ## Process requirements 1. Before building: ask me which of the listed tools I actually use and what my platform is (n8n / Make / code / other). Do not assume. 2. Adapt the pattern to my answers; do not force the reference stack. 3. Address every pitfall above; tell me how you handled each. 4. Provide a test plan I can run before letting this touch real data. 5. Ask before any step that sends messages, modifies data, or spends money. Source: https://usecasesforagents.com/use-case/automate-service-package-recommendations/ via usecasesforagents.com
Frequently asked questions
Can I use a different Spreadsheet than Google Sheets?
Yes. Google Sheets is only the example spreadsheet in this recipe. The same flow works with Airtable, Baserow and Excel. Swap the spreadsheet connection and keep the rest of the setup as written.
Want this running in your business?
This is what I do. I design and build AI agents like this one, and keep them running. If you want it set up for your team instead of doing it yourself, get in touch.
Who it's for
Built for founders and execs who need sales handled without hiring for it.
Freelancers and consultants can run this per-client with no changes beyond the source data.