AI Automations module: complete. All three builds done.
Build 3 (AI Proposal Generator) was the smoothest of the three. Main thing to watch out for: when setting up the PandaDoc connection in Make, make sure the client ID and secret key fields under advanced settings are completely clear, or you'll get a 400 authorization error. Also stay sharp with your JSON formatting in the OpenAI (I used Groq) module — a single structural mistake will break the Parse JSON step downstream.
For anyone who wants to see what the full pipeline looks like end to end — form submission to voice call to proposal in your inbox — here's where it all starts: https://tally.so/r/68PoZe
On to AI Agents. 🙏
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Mark Mwila
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AI Automations module: complete. All three builds done.
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