Automated AI-Based Proposal Generation and Delivery

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This n8n workflow streamlines the process of creating and sending professional proposals using AI and PDF automation. Beginning with a form trigger, it gathers client details, formats them into a prompt for AI, and generates tailored proposal content via OpenAI’s GPT-4. The content is then sent to PDFmonkey to produce a polished PDF proposal using a predefined template. The workflow pauses for a webhook callback from PDFmonkey, ensuring the PDF is fully generated before proceeding. Once the PDF is available, it is downloaded and combined with client information to prepare an email draft. Finally, the proposal PDF is sent as an attachment to the client through Gmail, automating the entire proposal creation and delivery process. This workflow is ideal for service providers wanting to efficiently generate personalized proposals while maintaining high-quality presentation.

Node Count

6 – 10 Nodes

Nodes Used

@n8n/n8n-nodes-langchain.openAi, formTrigger, function, gmail, httpRequest, stickyNote, wait

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