Internal tool - An internal engine for source-backed proposals
Turning scattered sales context into reviewable engagement documents. Internal tool.
- Client
- BeeNex — Proposal Engine
- Year
- Service
- Internal tools, Document intelligence, Sales operations
- Engagement
- Internal tool
The Challenge
Deal context was distributed across CRM records, email, files and meeting notes, requiring repeated assembly before preparing documents.
The Approach
BeeNex built an internal application that collects HubSpot deal context, Drive documents, meeting transcripts and Gmail correspondence, then uses Vertex AI to populate reviewable proposal blocks.
Capabilities
- HubSpot deal bundle
- Drive search
- Gmail thread retrieval
- Meet transcript extraction
- Context synthesis
- Structured engagement blocks
- MSA/proposal/SOW output
- Engagement review workflow
Workflow
- Select engagement
- Retrieve deal and related sources
- Extract relevant context
- Populate proposal blocks
- Review/edit
- Generate documents
- Next.js
- Cloud Run
- Vertex AI
- HubSpot
- Google Drive
- Gmail
- Cloud SQL
- Firestore
Outcome
An internal usage audit and generated-document emails establish a working proposal application. It demonstrates source collection, synthesis and structured document generation.