Automation library · Money admin

Generate client proposals with OpenAI and Google Sheets

Started by someone submitting a form, and works across Gmail, Google Drive, Google Sheets and Google Slides. It hands the judgement calls to OpenAI. 15 steps, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAI

15 stepsMedium: a working afternoon
0Branches: places the flow splits
1Loop or waits
4Services it connects to

The flow

Starts it 2Model 2Logic 4Service 7

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

  1. 1On form submissionForm triggerStarts it
  2. 2Google Sheets TriggerGoogle Sheets triggerStarts it
  3. 3Generate Proposal DataOpen AiModel
  4. 4Filter Ready DraftsFilterLogic
  5. 5Parse Json for Proposal DataCodeLogic
  6. 6Loop Over ItemsSplit In BatchesLogic
  7. 7Copy TemplateGoogle DriveService
  8. 8Download Proposal in PDFGoogle DriveService
  9. 9Move to FolderGoogle DriveService
  10. 10Send EmailGmailService
  11. 11Inject generated TextGoogle SlidesService
  12. 12Update StatusGoogle SheetsService
  13. 13Generate Email DraftOpen AiModel
  14. 14Parse Email DataCodeLogic
  15. 15Append In DatabaseGoogle SheetsService

How it's built

Starts on
Someone submitting a form
Steps
15, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive, Google Sheets, Google Slides
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Drive, Google Sheets 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?

Plan an afternoon. 15 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 15 steps before you point it at anything that matters.