# Generate client proposals with OpenAI and Google Sheets: n8n workflow

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

Source: https://millionrounds.com/workflow/generate-client-proposals-with-openai-and-google-sheets (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 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-client-proposals-with-openai-and-google-sheets)

**15 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**1** Loop or waits

**4** Services it connects to

## The flow

Starts it 2 Model 2 Logic 4 Service 7

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

- 1 **On form submission** Form trigger *Starts it*
- 2 **Google Sheets Trigger** Google Sheets trigger *Starts it*
- 3 **Generate Proposal Data** Open Ai *Model*
- 4 **Filter Ready Drafts** Filter *Logic*
- 5 **Parse Json for Proposal Data** Code *Logic*
- 6 **Loop Over Items** Split In Batches *Logic*
- 7 **Copy Template** Google Drive *Service*
- 8 **Download Proposal in PDF** Google Drive *Service*
- 9 **Move to Folder** Google Drive *Service*
- 10 **Send Email** Gmail *Service*
- 11 **Inject generated Text** Google Slides *Service*
- 12 **Update Status** Google Sheets *Service*
- 13 **Generate Email Draft** Open Ai *Model*
- 14 **Parse Email Data** Code *Logic*
- 15 **Append In Database** Google Sheets *Service*

## 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.

## 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-with-openai-and-google-sheets)
- **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.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#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 AI Upwork proposal generation with Apify and Gemini** 15 steps · calls a model · Apify, Gmail](https://millionrounds.com/workflow/automate-ai-upwork-proposal-generation-with-apify-and-gemini)
- [**Automate corporate tax filing for SMEs with OpenAI and Gmail** 15 steps · calls a model · Gmail](https://millionrounds.com/workflow/automate-corporate-tax-filing-for-smes-with-openai-and-gmail)
- [**Detect early payment invoice opportunities with Groq** 15 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/detect-early-payment-invoice-opportunities-with-groq)
- [**Extract invoice data with Gemini and Google Sheets** 15 steps · calls a model · Google Sheets, Telegram](https://millionrounds.com/workflow/extract-invoice-data-with-gemini-and-google-sheets)
- [**Flag duplicate and risky AP invoices with Gmail and OpenAI** 15 steps · calls a model · Gmail, Slack](https://millionrounds.com/workflow/flag-duplicate-and-risky-ap-invoices-with-gmail-and-openai)
- [**GPT 4.1 - Freelancer.com job alert system with OpenAI** 15 steps · calls a model · Google Sheets, RSS](https://millionrounds.com/workflow/gpt-4-1-freelancer-com-job-alert-system-with-openai)