Automation library · Money admin

Client proposal generator with OpenAI and Tally.so

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

SmallCalls a model: OpenAI

8 stepsSmall: readable in one sitting
0Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 2Model 1Logic 2Service 3

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

  1. 1On form submissionForm triggerStarts it
  2. 2Webhook1WebhookStarts it
  3. 3Edit FieldsSetLogic
  4. 4Presentation GeneratorOpen AiModel
  5. 5Set Date FormatCodeLogic
  6. 6Copy TemplateGoogle DriveService
  7. 7Replace textGoogle SlidesService
  8. 8Draft Email (Text)GmailService

How it's built

Starts on
Someone submitting a form
Steps
8
Size
Small: readable in one sitting
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?

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.