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Back to AI-Powered Post-Sales Call Automated Proposal Generator

Set Up: AI-Powered Post-Sales Call Automated Proposal Generator

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.

What This Automation Does
1

Capture client information via web form

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

2

Generate proposal content with OpenAI

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

3

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.

4

Populate Google Slides with AI content

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

5

Send completed proposal via Gmail

The finished proposal is automatically emailed to the client with a professional message and the slides attached.

Prerequisites

  • OpenAI API key for content generation
  • Google Workspace account with Slides, Drive, and Gmail access
  • Google Slides proposal template
  • n8n instance (cloud or self-hosted)