Automated Proposal Creation with AI and Google Services

This n8n workflow streamlines the process of generating professional proposals based on sales call data. It begins with capturing sales information through a form, then leverages OpenAI’s GPT-4 model to craft customized proposal content. The generated content is used to update a Google Slides template, transforming it into a polished presentation. For more advanced users, there’s an option to create detailed proposals via PandaDoc, including invoice handling. The workflow also emails the final proposal link to clients automatically, facilitating quicker follow-ups. This system is ideal for sales teams aiming to improve proposal turnaround times and maintain consistent, high-quality documentation during client interactions.