# Generate client proposals from form inputs with OpenAI: n8n workflow

> Started by someone submitting a form, and works across Google Drive and Google Slides. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/generate-client-proposals-from-form-inputs-with-openai (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 form inputs with OpenAI

Started by someone submitting a form, and works across Google Drive and Google Slides. It hands the judgement calls to OpenAI. 5 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-form-inputs-with-openai)

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

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 1 Logic 1 Service 2

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

- 1 **Fill your proposal details** Form trigger *Starts it*
- 2 **Generate professional variables** Open Ai *Model*
- 3 **copy template** Google Drive *Service*
- 4 **Cost Split** Set *Logic*
- 5 **Fill the variables in the new proposal** Google Slides *Service*

## How it's built

- **Starts on:** Someone submitting a form
- **Steps:** 5
- **Size:** Small: readable in one sitting
- **Connects to:** Google Drive, Google Slides
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own 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 5 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 5 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-form-inputs-with-openai)
- **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.

[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.

- [**AI-Powered Post-Sales Call Proposal Generator with OpenAI** 5 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/ai-powered-post-sales-call-proposal-generator-with-openai)
- [**AI-powered proposal automation with Google Slides** 5 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/ai-powered-proposal-automation-with-google-slides)
- [**Proposal generation AI workflow with OpenAI and Gmail** 5 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/proposal-generation-ai-workflow-with-openai-and-gmail)
- [**Automate receipt processing for expense tracking** 5 steps · Airtable, Google Drive](https://millionrounds.com/workflow/automate-receipt-processing-for-expense-tracking)
- [**Automated PDF Invoice Data Extraction to Google Sheets** 5 steps · Google Drive, Google Sheets](https://millionrounds.com/workflow/automated-pdf-invoice-data-extraction-to-google-sheets)
- [**Extract and organize receipt data for expense tracking** 5 steps · Google Drive, Google Sheets](https://millionrounds.com/workflow/extract-and-organize-receipt-data-for-expense-tracking)