# Generate AI sales proposals from transcripts with Azure OpenAI: n8n workflow

> Started by someone submitting a form, and works across Airtable and Slack. It hands the judgement calls to Azure OpenAI.

Source: https://millionrounds.com/workflow/generate-ai-sales-proposals-from-transcripts-with-azure-open (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)

# Generate AI sales proposals from transcripts with Azure OpenAI

Started by someone submitting a form, and works across Airtable and Slack. It hands the judgement calls to Azure OpenAI. 23 steps, 2 branches, 2 loops or waits: large, and worth reading before you trust it with anything live.

Large Calls a model: Azure OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-ai-sales-proposals-from-transcripts-with-azure-open)

**23 steps** Large: read it before trusting it with anything live

**2** Branches: places the flow splits

**2** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 3 Logic 6 Service 13

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

- 1 **On form submission** Form trigger *Starts it*
- 2 **Azure OpenAI Chat Model** Lm Chat Azure Open Ai *Model*
- 3 **Structured Output Parser** Output Parser Structured *Model*
- 4 **Get a list of transcripts** Fireflies *Service*
- 5 **Basic LLM Chain** Chain Llm *Model*
- 6 **Get a transcript** Fireflies *Service*
- 7 **Create Document** Http Request *Service*
- 8 **Set Initial Variables** Set *Logic*
- 9 **Send a message and wait for response** Slack *Service*
- 10 **If** If *Logic*
- 11 **Wait** Wait *Logic*
- 12 **Update Variables** Set *Logic*
- 13 **Send Document** Http Request *Service*
- 14 **Send a message1** Slack *Service*
- 15 **Update Contact** Airtable *Service*
- 16 **Wait1** Wait *Logic*
- 17 **Get Audit Trail** Http Request *Service*
- 18 **If1** If *Logic*
- 19 **Get Recepient ID** Http Request *Service*
- 20 **Update Contact2** Airtable *Service*
- 21 **Send Reminder1** Http Request *Service*
- 22 **Send a message** Slack *Service*
- 23 **Update Contact1** Airtable *Service*

## How it's built

- **Starts on:** Someone submitting a form
- **Steps:** 23, with 2 branches, 2 loops or waits
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Airtable, Slack
- **Model:** Azure OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Airtable and Slack accounts, and a key for Azure 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 Azure OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 23 steps it is large: read it before trusting it with anything live.

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 23 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%2Fgenerate-ai-sales-proposals-from-transcripts-with-azure-open)
- **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.

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

## Workflows like it

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

- [**Log receipt expenses in Notion with Gmail and Telegram** 24 steps · calls a model · Airtable, Gmail](https://millionrounds.com/workflow/log-receipt-expenses-in-notion-with-gmail-and-telegram)
- [**Process and validate invoices from Gmail and forms with OpenAI** 22 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/process-and-validate-invoices-from-gmail-and-forms-with-open)
- [**Invoice management system with Gmail and Google Sheets** 22 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/invoice-management-system-with-gmail-and-google-sheets)
- [**Invoice processing with Slack** 25 steps · calls a model · Google Drive, Slack](https://millionrounds.com/workflow/invoice-processing-with-slack)
- [**Generate and track invoices with HubSpot and Gmail** 25 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/generate-and-track-invoices-with-hubspot-and-gmail)
- [**Invoice overdue reminder system - delivered with Airtable** 21 steps · Airtable, Email](https://millionrounds.com/workflow/invoice-overdue-reminder-system-delivered-with-airtable)