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Floom integration

Better Proposals

Connect Better Proposals to Floom so AI workers can use it when they run jobs for your company. Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.

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What Floom workers can do with Better Proposals

Workers use connected tools during scheduled runs, webhook runs, or manual runs. A Better Proposals connection can become part of a worker that researches, drafts, updates records, routes work, or prepares an approval for a teammate.

Floom keeps the worker, run history, outputs, tool calls, and approvals on the record. Side-effecting work can pause for review before anything ships.

Useful for

  • Scheduled AI workers that need Better Proposals context.
  • Approval-gated updates before writing back to tools.
  • Running the same workflow from the dashboard, REST API, CLI, or MCP.

Categories

Proposal & Invoice Management