# AI proposal generator with OpenAI and ClickUp: n8n workflow

> Started by someone submitting a form, and works across ClickUp and Gmail. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/ai-proposal-generator-with-openai-and-clickup (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Money admin](https://millionrounds.com/workflows?category=Money+admin#library)

# AI proposal generator with OpenAI and ClickUp

Started by someone submitting a form, and works across ClickUp and Gmail. It hands the judgement calls to OpenAI. 8 steps: small enough to read in one sitting and change without fear.

Small Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-proposal-generator-with-openai-and-clickup)

**8 steps** Small: readable in one sitting

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 1 Service 6

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

- 1 **Sales Call Form** Typeform trigger *Starts it*
- 2 **Generate Proposal Copy** Open Ai *Model*
- 3 **Create PandaDoc Proposal** Http Request *Service*
- 4 **ClickUp** Click Up *Service*
- 5 **Add Company Name** Click Up *Service*
- 6 **Quote** Click Up *Service*
- 7 **Proposal URL** Click Up *Service*
- 8 **Create a Draft** Gmail *Service*

## How it's built

- **Starts on:** Someone submitting a form
- **Steps:** 8
- **Size:** Small: readable in one sitting
- **Connects to:** ClickUp, Gmail
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own ClickUp and Gmail 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?

Not long. At 8 steps it can be read in one sitting and changed without fear.

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 8 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-proposal-generator-with-openai-and-clickup)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[ClickUp](https://millionrounds.com/workflows?service=ClickUp#library)[Gmail](https://millionrounds.com/workflows?service=Gmail#library)

## Workflows like it

Also money admin, with the same services where possible, closest in size first.

- [**Automate freelance project intake with Jotform and Gemini** 8 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/automate-freelance-project-intake-with-jotform-and-gemini)
- [**Client proposal generator with OpenAI and Tally.so** 8 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/client-proposal-generator-with-openai-and-tally-so)
- [**Extract invoice data from Gmail PDFs to Google Sheets** 8 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/extract-invoice-data-from-gmail-pdfs-to-google-sheets-2)
- [**Extract invoice data from Gmail with OpenAI** 8 steps · calls a model · Gmail, Slack](https://millionrounds.com/workflow/extract-invoice-data-from-gmail-with-openai)
- [**Flag unmatched PayPal Gmail receipts against YNAB transactions** 8 steps · calls a model · Gmail](https://millionrounds.com/workflow/flag-unmatched-paypal-gmail-receipts-against-ynab-transactio)
- [**Generate AI sales proposals with Claude and PDF Noodle** 8 steps · calls a model · Gmail](https://millionrounds.com/workflow/generate-ai-sales-proposals-with-claude-and-pdf-noodle)