Automation library · Money admin

Generate proposals with OpenAI and Google Docs

Started by a change in a Google Sheet, and works across Gmail, Google Docs, Google Sheets and Slack. It hands the judgement calls to OpenAI. 15 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 2Model 1Logic 3Service 9

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

  1. 1New Client Entry TriggerGoogle Sheets triggerStarts it
  2. 2On Workflow ErrorError triggerStarts it
  3. 3Workflow ConfigurationSetLogic
  4. 4Error Alert to AdminSlackService
  5. 5Normalize Client DataSetLogic
  6. 6Generate Proposal ContentOpen AiModel
  7. 7Create Google Doc ProposalGoogle DocsService
  8. 8Convert Doc to PDFHttp RequestService
  9. 9Send Proposal via EmailGmailService
  10. 10Send to DocuSign for SignatureHttp RequestService
  11. 11Log Proposal CreationGoogle SheetsService
  12. 12Notify Team - StandardSlackService
  13. 13Check if High-Value ClientIfLogic
  14. 14Priority Slack NotificationSlackService
  15. 15Schedule Follow-up ReminderGmailService

How it's built

Starts on
A change in a Google Sheet
Steps
15, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Docs, Google Sheets, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Docs, Google Sheets and Slack accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a change in a Google Sheet.

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.