AI-Powered Post-Sales Call Automated Proposal Generator

Captures client requirements through web forms and uses AI to generate professional proposals in Google Slides, delivered automatically via Gmail.

workflowcrm

by Gerald Denoron n8n

Nodes

Triggers

Platform

n8n

Tech Stack

Google Slides

OpenAI

Google Drive

Gmail

How It Works

This workflow transforms client information from web forms into customized proposals using GPT-4. It creates professional presentations in Google Slides with AI-generated content including problem analysis, solutions, timelines, and costs, then automatically emails the completed proposal to clients.

Capture client information via web form

Client submits project requirements and contact details through a customizable web form that triggers the workflow.

Generate proposal content with OpenAI

GPT-4 processes the form data to create structured proposal sections including problem analysis, solutions, scope, and timeline.

Create proposal template copy in Google Drive

The workflow duplicates your master proposal template from Google Drive to create a new document for this client.

Populate Google Slides with AI content

The AI-generated content is automatically inserted into the appropriate sections of the Google Slides template.

Attached Files

workflow.json