G
GTM Vault
Browse
  • Dashboard
    • Automations
    • Skills
    • Prompts
    • Makers
  • Sign in
Loading setup wizard...
Back to Auto-generate WhatsApp proposals from voice or text using GPT & APITemplate

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

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.

What This Automation Does
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

Send proposal to prospect

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

Prerequisites

  • 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

Services Used

OpenAIWhats App TriggerHttp RequestAirtable ToolApi Template Io

Services with alternatives — you can swap them in the next step.