Automation library · Money admin

Generate sales proposals from discovery calls with OpenAI

Started by someone submitting a form, and works across Gmail, Google Sheets and Google Slides. It hands the judgement calls to OpenAI. 11 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

11 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 6Logic 1Service 3

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

  1. 1Discovery Call FormForm triggerStarts it
  2. 2GPT - Proposal Copy ModelLm Chat Open AiModel
  3. 3Proposal Copy SchemaOutput Parser StructuredModel
  4. 4GPT - Milestones ModelLm Chat Open AiModel
  5. 5Milestones SchemaOutput Parser StructuredModel
  6. 6Log Discovery CallGoogle SheetsService
  7. 7Send Proposal?IfLogic
  8. 8Generate Proposal CopyAgentModel
  9. 9Generate MilestonesAgentModel
  10. 10Get a pageGoogle SlidesService
  11. 11Draft Proposal EmailGmailService

How it's built

Starts on
Someone submitting a form
Steps
11, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Google Slides
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, 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. 11 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 11 steps before you point it at anything that matters.