Automation library · Money admin

AI Proposal Generator: Google Slides + PandaDoc with OpenAI

Started by someone submitting a form, and works across Gmail, Google Drive and Google Slides. It hands the judgement calls to OpenAI. 9 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

9 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 2Model 2Service 5

The steps in the order they run, from what starts it.

  1. 1On form submissionForm triggerStarts it
  2. 2On form submission1Form triggerStarts it
  3. 3Generate Proposal Copy1Open AiModel
  4. 4Generate Proposal CopyOpen AiModel
  5. 5Google DriveGoogle DriveService
  6. 6Send to PandaDocHttp RequestService
  7. 7Replace TextGoogle SlidesService
  8. 8Write EmailGmailService
  9. 9GmailGmailService

How it's built

Starts on
Someone submitting a form
Steps
9
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive, Google Slides
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Drive and Google Slides accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 9 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 9 steps before you point it at anything that matters.