Automation library · Money admin

Generate freelance proposal PDFs from Tally with OpenAI

Started by an event in a connected app, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI. 14 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

14 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 3Logic 5Service 5

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

  1. 1get_relevant_projectsGoogle Sheets ToolService
  2. 2Form TriggerTally triggerStarts it
  3. 3GPT-4oLm Chat Open AiModel
  4. 4Generate ProposalAgentModel
  5. 5If - Image or Text?IfLogic
  6. 6Parse AI OutputCodeLogic
  7. 7Extract Text from ImageOpen AiModel
  8. 8Format text - textSetLogic
  9. 9Convert to PDFHttp RequestService
  10. 10Format text - imageSetLogic
  11. 11Search Proposal ExamplesSerp ApiService
  12. 12Download PDFHttp RequestService
  13. 13Build AI InputCodeLogic
  14. 14Email ProposalGmailService

How it's built

Starts on
An event in a connected app
Steps
14, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail 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 an event in a connected app.

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. 14 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 14 steps before you point it at anything that matters.