How to Generate Personalized Proposals from HubSpot with AI

How-to Series Recorded on May 20th, 2026 • 16:00 GMT On-demand

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Creating personalized proposals doesn't have to mean hours of manual work.

In this webinar, you'll learn how to use AI and HubSpot data to automatically generate tailored Storydoc proposals at scale.

We'll show you how to build a workflow that pulls prospect information directly from your CRM, creates personalized content, and helps your team deliver a more relevant buying experience - without adding extra complexity to your sales process.

Through live demos and practical examples, you'll see exactly how the workflow works, how to set it up yourself, and why AI-powered personalization is becoming an essential part of modern sales.

Whether you're looking to save time, improve proposal quality, or scale personalization across your team, you'll leave with a framework you can start using right away.

Meet your speakers

Itai Amoza - CEO and Co-Founder of Storydoc

With over 15 years of experience in B2B SaaS, Itai has helped companies grow revenue, scale go-to-market operations, and improve how they connect with buyers. He is particularly interested in data and using data-backed insights to drive better decisions and improve performance.

Yaacov Goldberg - CPO and Co-Founder of Storydoc

Passionate about product innovation and the practical applications of AI, Yaacov focuses on building solutions that simplify work and improve efficiency. His experience spans product strategy, content design, and workflow optimization, with a strong focus on helping teams automate repetitive tasks and create better customer experiences at scale.

Dominika Krukowska - Marketing Manager at Storydoc

With a background in the creative industry, Dominika specializes in storytelling, visual communication, and content creation. She enjoys helping teams turn complex ideas into engaging experiences and finding new ways to combine design, technology, and marketing to better connect with audiences.

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