Automation library · Money admin

Generate and send personalized client proposals with OpenAI

Started by another system calling it. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to OpenAI. 23 steps, 1 branch, 3 loops or waits: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

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23 stepsLarge: read it before trusting it with anything live
1Branch: places the flow splits
3Loops or waits
0Services by connector: it calls them over plain HTTP

The flow

Starts it 3Model 2Logic 14Service 4

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

  1. 1Webhook - New Proposal RequestWebhookStarts it
  2. 2Poll - Hourly Form SubmissionsSchedule triggerStarts it
  3. 3OpenAI Chat ModelLm Chat Open AiModel
  4. 4Normalize Client DataSetLogic
  5. 5AI - Generate Proposal CopyAgentModel
  6. 6Wait - DataWaitLogic
  7. 7JS - Format Proposal DocumentCodeLogic
  8. 8JS - Validate and ClassifyCodeLogic
  9. 9Wait - Review BufferWaitLogic
  10. 10Filter - Valid Requests OnlyFilterLogic
  11. 11Send Proposal EmailHttp RequestService
  12. 12Log to Google Sheets TrackerHttp RequestService
  13. 13Notify Team - SlackHttp RequestService
  14. 14Switch - Client Type RouterSwitchLogic
  15. 15Webhook Response - SuccessRespond To WebhookStarts it
  16. 16Template - StartupSetLogic
  17. 17Template - EnterpriseSetLogic
  18. 18Template - AgencySetLogic
  19. 19Template - NonprofitSetLogic
  20. 20Template - Standard DefaultSetLogic
  21. 21Send Validation Error NoticeHttp RequestService
  22. 22JS - Conditional Pricing LogicCodeLogic
  23. 23Wait - Rate Limit BufferWaitLogic

How it's built

Starts on
Another system calling it
Steps
23, with 1 branch, 3 loops or waits
Size
Large: read it before trusting it with anything live
Connects to
Nothing by connector; it calls services over plain HTTP
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on another system calling it.

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?

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.