Extending OpenClaw for Dynamic Sales Collateral

1️⃣ Prerequisites & Environment Setup

Before you start, make sure you have:

• Node.js ≥ 18.x and npm ≥ 9.x
• An OpenAI API key (or any compatible LLM endpoint)
• A UBOS account – you can explore the UBOS pricing plans for a free tier.
• Git installed locally for version control.

Create a new UBOS project using the UBOS templates for quick start to get a ready‑made folder structure.

2️⃣ Installing & Configuring OpenClaw

OpenClaw is distributed as an npm package. Run the following commands in your project root:

npm install @openclaw/agent
npm install dotenv   # for environment variables

Next, create a .env file and store your API credentials:

OPENAI_API_KEY=sk-****************
OPENCLAW_ENDPOINT=https://api.openclaw.ai/v1

Initialize the agent in src/agent.js:

import OpenClaw from '@openclaw/agent';
import dotenv from 'dotenv';
dotenv.config();

const agent = new OpenClaw({
  apiKey: process.env.OPENAI_API_KEY,
  endpoint: process.env.OPENCLAW_ENDPOINT,
});

export default agent;

3️⃣ Defining Prompts for Proposals, Pitch Decks, and One‑Pagers

Effective prompts are the heart of dynamic content. Store them as JSON objects for easy reuse:

{
  "proposal": {
    "system": "You are a senior sales strategist. Write a 5‑page proposal for a SaaS solution targeting mid‑size enterprises. Use the company’s tone of voice and include a ROI calculator.",
    "variables": ["company_name", "industry", "pain_points", "budget"]
  },
  "pitch_deck": {
    "system": "Create a 10‑slide pitch deck for a startup fundraising round. Emphasize market size, traction, and financial projections.",
    "variables": ["startup_name", "valuation", "runway_months"]
  },
  "one_pager": {
    "system": "Generate a concise one‑pager that highlights the key benefits of our product for inbound leads. Keep it under 300 words.",
    "variables": ["product_name", "key_features", "call_to_action"]
  }
}

These prompts can be loaded at runtime and fed to the agent with the specific variables for each prospect.

4️⃣ Integrating with UBOS Workflow Automation Studio

UBOS’s visual workflow builder lets you chain the OpenClaw calls with data sources (CRM, Google Sheets, etc.). Follow these steps:

1. Create a new workflow named “Dynamic Sales Collateral”.
2. Add a Trigger node that listens for a webhook from your CRM (e.g., new lead created).
3. Insert a Data Enrichment node that pulls prospect details (company, industry, pain points).
4. Drag a Custom Code node and paste the following snippet to call OpenClaw:

import agent from './src/agent.js';
import prompts from './src/prompts.json';

export async function generateCollateral(type, variables) {
  const prompt = prompts[type];
  const response = await agent.run({
    system: prompt.system,
    user: Object.entries(variables)
      .map(([k, v]) => `${k}: ${v}`)
      .join('\n')
  });
  return response.content;
}

5️⃣ Add a Conditional node that selects the appropriate type (proposal, pitch_deck, one_pager) based on the lead stage.

6️⃣ Finally, attach a File Export node that saves the generated markdown or PDF to a cloud bucket and sends a notification email to the sales rep.

All of this can be built without writing a single line of UI code, thanks to the Web app editor on UBOS.

5️⃣ Testing & Iterating

Use UBOS’s built‑in Sandbox to simulate webhook payloads. Verify that:

• All variables are correctly injected.
• The output respects your brand guidelines (check for tone, formatting, and length).
• Generated files are stored in the expected location.

Iterate on prompts by adding temperature or max_tokens parameters to fine‑tune creativity vs. precision.

🚀 Startup Fundraising Deck

A seed‑stage startup integrated OpenClaw with its CRM. When a founder clicks “Generate Deck,” the system pulls the latest traction metrics, market research, and financials, then produces a polished 12‑slide deck in under a minute. The founder can focus on storytelling while the AI handles layout and copy.

🏢 Enterprise Proposal Generation

A B2B SaaS vendor uses the agent to create custom RFP responses. By feeding the prospect’s technical requirements into the proposal prompt, the AI drafts a 10‑page document that includes a tailored ROI calculator, compliance checklist, and implementation timeline. Sales cycles shrink from weeks to days.

📈 Quick One‑Pager for Inbound Leads

When a new lead lands on the website, the chatbot (powered by the ChatGPT and Telegram integration) captures basic info and instantly triggers the one_pager workflow. The prospect receives a personalized PDF within seconds, dramatically increasing reply rates.