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Case Study
Solar Proposals Automation
Proposal packets hit inboxes in under six minutes.
Make.comJotformOpenAIGoogle Workspace
The Challenge
Sales team spent hours manually processing new solar proposals, extracting data from utility bills, generating agreements, and tracking everything.
Our Solution
Built a Make.com automation: form submissions with utility bills are processed via OCR and AI to extract key data, annual kWh is calculated, documents (POA + developer-specific agreement) are auto-generated from a template and saved to Google Drive, and all records are logged in Google Sheets.
Want something like this for your team?
Tell us the manual process that costs you the most time. We'll map the automation.