Generate proposals with GPT-4o, Google Docs, Gmail and Slack
Ready for 3.0What this workflow does
This AI workflow has 15 nodes and runs on Google Sheets events (row added) (plus 1 other trigger). Along the way it connects Google Sheets, OpenAI, Google Docs and Gmail and 1 more.
How it runs
Trigger: On Google Sheets events (row added) (plus 1 other trigger).
- Workflow Configuration (Edit Fields (Set)): sets 7 fields: proposalTemplateIntro, pricingTier1, pricingTier2…
- Error Alert to Admin (Slack): uses Slack
- Normalize Client Data (Edit Fields (Set)): sets 6 fields: clientName, clientEmail, projectScope…
- Generate Proposal Content (OpenAI): uses OpenAI
- Create Google Doc Proposal (Google Docs): uses Google Docs
- Convert Doc to PDF (HTTP Request): calls an HTTP API
- Send Proposal via Email (Gmail): uses Gmail
- Send to DocuSign for Signature (HTTP Request): calls an HTTP API (POST)
- Log Proposal Creation (Google Sheets): append or update
- Notify Team - Standard (Slack): uses Slack
…plus 3 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (10)
- Google Sheets Trigger
n8n-nodes-base.googleSheetsTrigger - Edit Fields (Set)
n8n-nodes-base.set - OpenAI
@n8n/n8n-nodes-langchain.openAi - Google Docs
n8n-nodes-base.googleDocs - HTTP Request
n8n-nodes-base.httpRequest - Gmail
n8n-nodes-base.gmail - Google Sheets
n8n-nodes-base.googleSheets - Slack
n8n-nodes-base.slack - If
n8n-nodes-base.if - Error Trigger
n8n-nodes-base.errorTrigger
From the author
Who’s it for Consultants, agencies, freelancers, and professional service firms who need to create customized proposals and contracts quickly and efficiently. How it works / What it does This n8n workflow automates the entire proposal and contract creation…