Generate AI sales proposals using Anthropic Claude, PDF Noodle and your CRM
UnknownUnknown. This template uses community nodes we can't verify statically. Uses community nodes that can't be verified statically (unverified community packages are off by default in 3.0). Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 8 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Anthropic Chat Model, Gmail and Pdforge (community).
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Fields Mapping (Edit Fields (Set)): sets 4 fields: name, email, company…
- AI Agent: runs an AI agent, with model: Anthropic Chat Model; output parser: Structured Output Parser
- Generate PDF syncronously (Pdforge): uses Pdforge
- Download PDF binary (HTTP Request): calls an HTTP API
- Send a message (Gmail): uses Gmail
Services it uses
Before you upgrade to n8n 3.0
We can't fully verify this one: it relies on 1 community package, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).
- Check that n8n-nodes-pdforge is verified or supports 3.0 (used in Generate PDF syncronously).
Nodes used (8)
- Webhook
n8n-nodes-base.webhook - AI Agent
@n8n/n8n-nodes-langchain.agent - Anthropic Chat Model
@n8n/n8n-nodes-langchain.lmChatAnthropic - Pdforge
n8n-nodes-pdforge.pdforge - Gmail
n8n-nodes-base.gmail - HTTP Request
n8n-nodes-base.httpRequest - Edit Fields (Set)
n8n-nodes-base.set - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured
From the author
What This Workflow Does 1. Triggers via webhook connected to your CRM 2. Maps all the fields needed for the proposal 3. Transforms customer data and transcription into a formatted output using an AI Agent 4. Generates a custom PDF proposal using PDF Noodle 5.…