# Generate freelance proposal PDFs from Tally with OpenAI: n8n workflow

> Started by an event in a connected app, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/generate-freelance-proposal-pdfs-from-tally-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 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-freelance-proposal-pdfs-from-tally-with-openai)

**14 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 3 Logic 5 Service 5

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

- 1 **get_relevant_projects** Google Sheets Tool *Service*
- 2 **Form Trigger** Tally trigger *Starts it*
- 3 **GPT-4o** Lm Chat Open Ai *Model*
- 4 **Generate Proposal** Agent *Model*
- 5 **If - Image or Text?** If *Logic*
- 6 **Parse AI Output** Code *Logic*
- 7 **Extract Text from Image** Open Ai *Model*
- 8 **Format text - text** Set *Logic*
- 9 **Convert to PDF** Http Request *Service*
- 10 **Format text - image** Set *Logic*
- 11 **Search Proposal Examples** Serp Api *Service*
- 12 **Download PDF** Http Request *Service*
- 13 **Build AI Input** Code *Logic*
- 14 **Email Proposal** Gmail *Service*

## 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.

## 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-freelance-proposal-pdfs-from-tally-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.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)

## Workflows like it

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

- [**Automate monthly payroll tax compliance with OpenAI** 14 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/automate-monthly-payroll-tax-compliance-with-openai)
- [**Automate tax deduction processing with OpenAI and Gmail** 14 steps · calls a model · Gmail](https://millionrounds.com/workflow/automate-tax-deduction-processing-with-openai-and-gmail)
- [**Automated PDF invoice processing & approval flow with OpenAI** 14 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/automated-pdf-invoice-processing-and-approval-flow-with-open)
- [**Automated invoice-PO matching with Gemini** 14 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/automated-invoice-po-matching-with-gemini)
- [**Create YouTube thumbnails and quote cards from Drive videos** 14 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/create-youtube-thumbnails-and-quote-cards-from-drive-videos)
- [**Extract & store receipt data with OpenAI and OCR** 14 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/extract-and-store-receipt-data-with-openai-and-ocr)