Automated Proposal Generation Workflow

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This n8n workflow streamlines the creation and sending of customized business proposals. It automates the process from extracting project details via an AI model, generating and updating a Google Slides presentation, to copying, sharing, and updating lead status in Airtable. The workflow triggers upon receiving a chat message, extracts relevant project information using OpenAI, populates a presentation template with client-specific data, and manages access rights on Google Drive. It then updates the CRM system with the proposal status, ensuring a seamless and efficient sales process. Ideal for service providers and consultants aiming to automate proposal workflows and improve client engagement.

Node Count

6 – 10 Nodes

Nodes Used

@n8n/n8n-nodes-langchain.chatTrigger, @n8n/n8n-nodes-langchain.openAi, airtable, googleDrive, googleSlides, stickyNote

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