# Generate client proposals from call transcripts: n8n workflow

> Started by someone opening a chat with it, and works across Airtable, Google Drive and Google Slides. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/generate-client-proposals-from-call-transcripts (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 client proposals from call transcripts

Started by someone opening a chat with it, and works across Airtable, Google Drive and Google Slides. It hands the judgement calls to OpenAI. 6 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%2Fgenerate-client-proposals-from-call-transcripts)

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

**0** Branches: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 1 Service 4

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

- 1 **When chat message received** Chat trigger *Starts it*
- 2 **Message a model** Open Ai *Model*
- 3 **Copy file** Google Drive *Service*
- 4 **Replace text in a presentation** Google Slides *Service*
- 5 **Share file** Google Drive *Service*
- 6 **Update record** Airtable *Service*

## How it's built

- **Starts on:** Someone opening a chat with it
- **Steps:** 6
- **Size:** Small: readable in one sitting
- **Connects to:** Airtable, Google Drive, Google Slides
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Airtable, 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 opening a chat with 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?

Not long. At 6 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 6 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-client-proposals-from-call-transcripts)
- **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)[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Google Slides](https://millionrounds.com/workflows?service=Google+Slides#library)

## Workflows like it

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

- [**Automate expense tracking from Gmail to Airtable with OpenAI** 6 steps · calls a model · Airtable, Gmail](https://millionrounds.com/workflow/automate-expense-tracking-from-gmail-to-airtable-with-openai)
- [**Generate client-ready proposal slides with OpenAI** 6 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/generate-client-ready-proposal-slides-with-openai)
- [**Automate quote request processing with Tally and Airtable** 6 steps · Airtable, Gmail](https://millionrounds.com/workflow/automate-quote-request-processing-with-tally-and-airtable)
- [**Automated Receipt Archiving, Forwarding & Team Notification** 6 steps · Gmail, Google Drive](https://millionrounds.com/workflow/automated-receipt-archiving-forwarding-and-team-notification)
- [**Automatic Gmail invoice PDF upload to Google Drive** 6 steps · Gmail, Google Drive](https://millionrounds.com/workflow/automatic-gmail-invoice-pdf-upload-to-google-drive)
- [**Catch failed invoice extractions with Slack and Google Drive** 6 steps · Gmail, Google Drive](https://millionrounds.com/workflow/catch-failed-invoice-extractions-with-slack-and-google-drive)