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Case study · Proposal automation

Turning Form Submissions into PPC Proposals with Jotform, ChatGPT and Zapier

Built a pipeline that takes a Jotform submission, drafts a PPC proposal with ChatGPT using Google Ads data, and delivers it by email through Zapier.

Full client approval
Client
Canada-based agency
Industry
Advertising
Timeline
Oct to Nov 2025
Engagement
Fixed price, 3 milestones
How it works

The system, step by step

In this case study, we cover a proposal automation for a Canada-based client. A form submission now starts a drafted pay-per-click proposal, with no manual copying between tools.

  • Jotform

    Client submission

  • ChatGPT

    Drafts the proposal

  • Google Ads API

    Real account figures

  • Zapier and Gmail

    Delivered by email

The challenge

What the brief demanded

The pipeline had to be accurate enough that the client would send what it produced:

The client

The client prepares PPC proposals for new clients. The raw material was a form submission and Google Ads data, and the work was joining the two together.

  • Capturing client submissions from Jotform.
  • Drafting a proposal with ChatGPT in the agency's own format.
  • Pulling correct figures through the Google Ads API.
  • Delivering the result by email, and training the client to run and adjust it.
What we built

Built and handed over

We built the pipeline with Jotform, ChatGPT and Zapier, connected to Gmail, and tested it against live Google Ads data.

  • A Jotform intake that starts the workflow.
  • A ChatGPT-drafted PPC proposal.
  • Google Ads API data pulled into the proposal.
  • Email delivery through Zapier and Gmail.

The project ran in October and November 2025 across three milestones, all paid: a first draft, a live version tested with real Google Ads data, and final edits, testing and training with the client's full approval.

  • Jotform
  • ChatGPT
  • Zapier
  • Gmail
  • Google Ads API

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