Automation library · Money admin

Generate business proposals with OpenAI and Google Sheets

Started by a change in a Google Sheet, and works across Google Docs, Google Drive and Google Sheets. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 10 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAIRetrieval

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

The flow

Starts it 1Model 4Logic 1Service 4

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

  1. 1Memory: Client ContextMemory Buffer WindowModel
  2. 2Trigger: New Sheet RowGoogle Sheets triggerStarts it
  3. 3Model: GPT-4oLm Chat Open AiModel
  4. 4Parser: JSON OutputOutput Parser StructuredModel
  5. 5AI Agent: Generate ProposalAgentModel
  6. 6Filter: Latest Row OnlyCodeLogic
  7. 7Populate: Template DocumentGoogle DocsService
  8. 8Download: Completed ProposalGoogle DriveService
  9. 9Archive: Save to DriveGoogle DriveService
  10. 10Reset: Template PlaceholdersGoogle DocsService

How it's built

Starts on
A change in a Google Sheet
Steps
10
Size
Medium: a working afternoon
Connects to
Google Docs, Google Drive, Google Sheets
Model
OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

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

What starts it?

It starts on a change in a Google Sheet.

Does it use AI?

Yes. It calls OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 10 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 10 steps before you point it at anything that matters.