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Auto-generate WhatsApp proposals from voice or text using GPT & APITemplate

Automatically generates personalized business proposals from WhatsApp voice or text messages using AI and sends them back as branded PDFs.

workflowlead_generation
Floyd Mahouby Floyd Mahouon n8n
Nodes

19

Triggers

1

Platform

n8n

Tech Stack
OpenAI
OpenAI
WhatsApp
WhatsApp
AI Agent
TO
Tool Calculator
AI
Airtable Tool
AP
Api Template Io
How It Works

This workflow transcribes WhatsApp messages, extracts key prospect information using AI, matches relevant service packages from your database, and generates personalized proposals. The system creates branded PDF proposals with dynamic pricing and booking links, then delivers them instantly via WhatsApp.

1

Transcribe WhatsApp message

Receives and transcribes voice messages using Whisper or processes text messages from WhatsApp prospects.

2

Extract prospect information

Uses GPT to analyze the message and extract key details like name, requirements, context, and urgency level.

3

Match service packages

Compares prospect needs with service pack data stored in Airtable to find the most relevant offerings.

4

Generate branded proposal

Creates a personalized PDF proposal using APITemplate with dynamic pricing, service details, and booking links.

5
Attached Files
workflow.json

Send proposal to prospect

Delivers the completed PDF proposal back to the prospect via WhatsApp or email automatically.

What You'll Need

OpenAIWhats App TriggerHttp RequestAirtable ToolApi Template Io
  • WhatsApp Business Cloud API access with webhook configured
  • OpenAI API key for Whisper and GPT
  • Airtable account with service pack data
  • APITemplate account with branded proposal template
  • Active n8n instance

This automation has 3 configurable settings you'll customize during setup.