SalesTask
Generate Proposal from Brief
Leoparo reads the client brief, pulls relevant context from your knowledge base, and generates a professional proposal in Google Docs — complete with scope, timeline, and pricing sections.
GoogledocsExample prompt
“Read the client brief and generate a proposal in Google Docs”
More Templates
Sales
Client Research Across All Apps
Gather everything about a client from Gmail, Slack, Jira, and Notion.
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Sales Meeting Prep
Research attendees and prepare notes before a sales meeting.
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Inbound Lead Qualification
When a new lead emails you, automatically research and qualify them.
Sales
Auto Follow-Up Emails
When a lead doesn't reply within 3 days, automatically send a follow-up.
Sales
Networking Follow-Up Emails
After an event, draft personalized follow-up emails for each new contact.
Sales
Weekly Pipeline Review
Summarize pipeline changes from HubSpot and post a review to Slack.