# Generate sales proposals from discovery calls with OpenAI: n8n workflow

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

Source: https://millionrounds.com/workflow/generate-sales-proposals-from-discovery-calls-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 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-sales-proposals-from-discovery-calls-with-openai)

**11 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 6 Logic 1 Service 3

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

- 1 **Discovery Call Form** Form trigger *Starts it*
- 2 **GPT - Proposal Copy Model** Lm Chat Open Ai *Model*
- 3 **Proposal Copy Schema** Output Parser Structured *Model*
- 4 **GPT - Milestones Model** Lm Chat Open Ai *Model*
- 5 **Milestones Schema** Output Parser Structured *Model*
- 6 **Log Discovery Call** Google Sheets *Service*
- 7 **Send Proposal?** If *Logic*
- 8 **Generate Proposal Copy** Agent *Model*
- 9 **Generate Milestones** Agent *Model*
- 10 **Get a page** Google Slides *Service*
- 11 **Draft Proposal Email** Gmail *Service*

## 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.

## 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-sales-proposals-from-discovery-calls-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)[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.

- [**AI invoice agent with OpenAI and Gmail** 11 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/ai-invoice-agent-with-openai-and-gmail)
- [**AI-powered invoice analysis & anomaly detection with OpenAI** 11 steps · calls a model · Airtable, Gmail](https://millionrounds.com/workflow/ai-powered-invoice-analysis-and-anomaly-detection-with-opena)
- [**Analyze invoices and predict cash flow with Gemini** 11 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/analyze-invoices-and-predict-cash-flow-with-gemini)
- [**Automate WhatsApp invoice processing with OCR and OpenAI** 11 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/automate-whatsapp-invoice-processing-with-ocr-and-openai)
- [**Automate invoice processing from Gmail with Azure GPT-4.1** 11 steps · calls a model · Gmail](https://millionrounds.com/workflow/automate-invoice-processing-from-gmail-with-azure-gpt-4-1)
- [**Automated invoice parsing with LlamaCloud and Claude** 11 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/automated-invoice-parsing-with-llamacloud-and-claude)