SOW Generator (ConnectWise Manage)

📝 Introduction

The SOW Generator (ConnectWise Manage) customGPT assists vCIOs, Account Managers, or anyone in a sales role in creating Scopes of Work (SOWs) and seamlessly generating opportunities in ConnectWise Manage.

Purpose: Streamline the SOW drafting process, reduce manual errors, and ensure opportunities are created with accurate, data-driven inputs.

Target Users: vCIOs, Account Managers, Sales Professionals

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⚙️ How It Works

• Uses user-uploaded templates (sow_template.docx and LOEMD.docx) to build SOW drafts.
• Requires Point of Contact (POC) first/last name, company name, and the user’s CW Manage email.
• Pulls company data, location, and contact ID from ConnectWise Manage using POC details.
• Maps the end user (via their CW Manage email) as the primarySalesRep.
• Once approved, the GPT:
  • Creates and posts an opportunity in ConnectWise Manage.
  • Sends an email notification confirming whether the opportunity was created successfully.

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🛠️ Setup Instructions

Provide API Credentials

• Share ConnectWise Manage API credentials with Synthreo.
• Required permissions:
  • Contacts & Members API → Read access
  • Opportunities API → Read & Write access

Upload Required Templates

• End users must upload their own sow_template.docx and LOEMD.docx.
• These files are used by the GPT to draft the SOW.
• Without these files, the agent cannot generate SOWs.

User Requirements (during the GPT conversation)

• Provide correct first and last name of the POC during the conversation.
• Provide company name (must match the POC record).
• Use your ConnectWise Manage email address (used to fetch memberID → maps you as the primarySalesRep).

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💡 Usage Example (Workflow)

Scenario: A vCIO needs to create an SOW for a new client project.

User provides:

• POC name
• Company name
• Their CW Manage email
• Their uploaded sow_template.docx and LOEMD.docx

The GPT:

1. Generates a draft SOW using the uploaded templates.
2. Pulls POC details, company verification, and memberID from CW Manage.
3. User reviews and approves the draft.
4. User says: “Post the opportunity”.
5. GPT creates the opportunity in ConnectWise Manage.
6. User receives an email notification:
   • ✅ Success → Opportunity posted
   • ❌ Failure → Forward the email to help@synthreo.ai for support

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🐞 Troubleshooting

• POC and company don’t match → Verify spelling; ensure POC is associated with the company in CW Manage.
• Email not found / memberID missing → Confirm you are using your CW Manage login email.
• Insufficient permissions → Contact your CW Manage admin to confirm you have:
  • Read access to Contacts and Members
  • Read/Write access to Opportunities
• Missing templates → Ensure you have uploaded both sow_template.docx and LOEMD.docx.
• Posting fails → Check the email notification; forward it to help@synthreo.ai.

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❓ FAQs

Q: Can I update an existing opportunity?
A: No. The GPT only creates new opportunities. Updates must be handled manually.

Q: Can I use my personal email instead of my CW Manage email?
A: No. The email must match your CW Manage account for memberID lookup.

Q: Do I need to upload the SOW/LOEMD template each time?
A: You only need to upload the templates once per GPT session. They must be available before generating the SOW.

Q: How do I confirm if the opportunity was created successfully?
A: You will receive an email notification after posting.