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RE: LeoThread 2024-12-11 08:21

in LeoFinance11 months ago

Part 2/8:

The automation flow under analysis is specifically tailored for highly customized projects. Unlike standard solutions like chatbots or voice agents, which utilize more generic proposal models, this automation focuses on creating personalized proposals based on defined data inputs and client specifications. It integrates various tools, primarily Make.com, Cloud AI, Tally, ClickUp, and PandaDoc, to streamline the proposal generation process effectively.

The Data Capture Process