Automation library · Money admin

Send AI sales proposals and Stripe payment links after Calendly

Started by an event in a connected app, and works across Gmail, Google Drive, Google Sheets and Google Slides. It hands the judgement calls to OpenAI. 7 steps: small enough to read in one sitting and change without fear.

SmallCalls a model: OpenAI

7 stepsSmall: readable in one sitting
0Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Model 1Service 5

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

  1. 1Calendly Trigger Booked MeetingCalendly triggerStarts it
  2. 2Find Client Details From CRMGoogle SheetsService
  3. 3Generate Proposal Copy1Open AiModel
  4. 4Create Proposal TemplateGoogle DriveService
  5. 5Customize ProposalGoogle SlidesService
  6. 6Create Stripe Payment LinkHttp RequestService
  7. 7Email Follow-upGmailService

How it's built

Starts on
An event in a connected app
Steps
7
Size
Small: readable in one sitting
Connects to
Gmail, Google Drive, Google Sheets, Google Slides
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Drive, 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 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?

Not long. At 7 steps it can be read in one sitting and changed without fear.

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 7 steps before you point it at anything that matters.