Atharva
Workflows by Atharva
Generate client proposals with OpenAI, Google Sheets, Slides, Gmail, and Drive
## 🧾 AI Proposal Generator Engine An n8n-based automation that generates client proposals from a form, lets you review everything in one place, and sends the proposal only when you approve it. --- ## ⚙️ What It Does The AI Proposal Generator Engine creates proposals directly from an **n8n Form**. All proposal content and a draft email are generated automatically using OpenAI. **Google Sheets is used only as a database**, where you: * Review the generated proposal * Review the draft email * Control when the proposal is sent by updating the status No proposal is sent until it is manually marked as `READY`. --- ## 💡 Use Cases | Use Case | Description | | --------------------- | ---------------------------------------------------------- | | Sales Calls | Generate proposals immediately after a call using the form | | Freelancers | Create clean, repeatable proposals without manual writing | | Agencies | Standardize proposals while keeping them client-specific | | Approval Flow | Review proposal and email before sending | | Fast Turnaround Deals | Reduce proposal creation time from hours to minutes | | Team Workflows | Use Sheets as a simple approval and tracking layer | --- ## 🔧 Setup ### 1️⃣ Google Credentials Go to Google Cloud Console and create a Web App (OAuth). Enable these APIs: * Google Sheets * Google Drive * Gmail In n8n, select this Google credential inside: * Google Sheets nodes * Google Drive nodes * Gmail nodes Use the same credential everywhere. --- ### 2️⃣ Google Drive Structure Create this folder setup in Google Drive. You can use the provided templates or your own. ``` Proposal Generator Engine/ ├── Template 1 (Slides) ├── Template 2 (Slides) ├── Template 3 (Slides) ├── Proposal Generation Tracker (Sheets) └── Generated Proposals/ ``` --- ### 3️⃣ Google Sheets Node Open the **Proposal Generation Tracker** and copy the Sheet ID from the URL. Paste this ID into the Google Sheets node in n8n. This sheet is used only to: * Store generated proposal links * Store email drafts * Control send status --- ### 4️⃣ Slides and Drive Nodes Copy the Slides template ID you want to use and paste it into the **Copy Template** node. Copy the folder ID of **Generated Proposals** and paste it into the **Move File / Folder** field. --- ### 5️⃣ OpenAI Key Create an OpenAI credential in n8n using your API key. Select this credential in all GPT nodes. You can edit prompts to match your proposal style and tone. --- ## 🔁 Workflow Summary 1. Proposal details are collected using an **n8n Form** 2. OpenAI generates structured proposal content 3. A Google Slides template is copied and filled 4. A proposal email draft is generated 5. Proposal link and email draft are saved in Google Sheets with status `WAITING` 6. You review the proposal and email 7. Status is changed to `READY` 8. Proposal is converted to PDF and sent via Gmail 9. Proposal is stored in Google Drive and status is updated to `SENT` --- ## 📞 Support & Contact 📧 **Email:** [[email protected]](mailto:[email protected]) 🔗 **LinkedIn:** [https://www.linkedin.com/in/atharva-jaiswal/](https://www.linkedin.com/in/atharva-jaiswal/) 📅 **Book a support call:** [https://calendly.com/atharvapj5/30min](https://calendly.com/atharvapj5/30min)
Automate Google Meet notes with GPT-4.1-mini, Notion, Slack & Gmail distribution
🧾 An intelligent automation system that turns **Google Meet** recordings into structured meeting notes — integrating **Fireflies.ai**, **OpenAI GPT-4.1-mini**, **Notion**, **Slack**, **Google Drive**, and **Gmail** via **n8n**. 🎥 **Demo:** [Watch the Loom walkthrough](https://www.loom.com/share/f1277351e6de412caf32e12f15a2cacd?sid=a8f7e583-d5a8-496b-9299-08f66a51334f) --- ## ⚙️ What It Does The **Google Meet Notes Generator & Distributor** automates the entire post-meeting workflow. **Workflow Summary:** 1. Fetches **Google Meet transcript** via Fireflies.ai webhook. 2. Aggregates and summarizes transcript using **OpenAI GPT-4.1-mini** into: * Title * Summary * Decisions * Action Items * Risks * Questions 3. Stores the **transcript as a text file** on Google Drive and generates a shareable link. 4. Creates a **Notion page** with all the meeting details. 5. Posts the summary in `#meeting` Slack channel. 6. DMs each attendee on Slack with personalized meeting notes. 7. Sends **email recap** to all attendees via Gmail. **Result:** No more manual note-taking or scattered updates — everything centralized, formatted, and instantly shareable. --- ## 💡 Use Cases | Scenario | Description | | --------------------------- | --------------------------------------------------------------------------------------- | | **Team Meeting Summaries** | Automatically summarize and distribute meeting notes for internal teams. | | **Project Management** | Keep structured decisions, action items, and risks documented for each project meeting. | | **Remote Teams** | Notify distributed teams in Slack and via email without extra effort. | | **Client Updates** | Share polished meeting summaries with clients instantly. | | **Knowledge Base / Notion** | Archive structured notes in Notion for reference and compliance. | --- ## 🔧 Setup ### 1. **Accounts and Tools Needed** | Tool | Purpose | | -------------------------- | ---------------------------------------------- | | **🤖 Fireflies.ai API** | Fetch Google Meet transcripts via webhook | | **🧠 OpenAI API** | Summarize and structure transcript into notes | | **📓 Notion API** | Create structured meeting pages | | **💬 Slack OAuth/Bot** | Post summaries in channel and DM attendees | | **🗂 Google Drive OAuth2** | Store transcripts and generate shareable links | | **✉️ Gmail OAuth2** | Email meeting recaps to attendees | --- ### 2. **Fireflies.ai Setup** 1. Get API key from Fireflies.ai. 2. Configure **n8n → Credentials → Fireflies API**. 3. Ensure webhook triggers are set to send `meetingId` to n8n. --- ### 3. **OpenAI Setup** 1. Generate API key at [OpenAI](https://platform.openai.com/account/api-keys). 2. Add to **n8n → Credentials → OpenAI API**. 3. Use model **GPT-4.1-mini** in `Agent` and `Generate Slack Message` nodes. --- ### 4. **Notion Setup** 1. Create a Notion integration and share your workspace. 2. Add API token in **n8n → Credentials → Notion API**. 3. Map workspace/page IDs to `Notion Page` node. --- ### 5. **Slack Setup** 1. Create Slack Bot in workspace with **chat:write** and **users:read** permissions. 2. Add OAuth token in **n8n → Credentials → Slack API**. 3. Connect to `Send a message #meeting` and `DMs to Attendees` nodes. --- ### 6. **Google Drive Setup** 1. Create a folder for transcripts. 2. Enable Google Drive API in **Google Cloud Console**. 3. Add OAuth2 credentials to **n8n → Google Drive**. --- ### 7. **Gmail Setup** 1. Enable Gmail API in Google Cloud. 2. Add OAuth2 credentials in **n8n → Gmail**. 3. Connect to `Email to Attendees` node. --- ### 8. **n8n Workflow Setup** 1. Import provided n8n workflow JSON. 2. Configure all credentials: Fireflies, OpenAI, Notion, Slack, Google Drive, Gmail. 3. Activate workflow. 4. Test by sending a meeting ID via webhook. **Workflow automatically:** **Fetch → Summarize → Store → Notion → Slack → DM → Email** --- ## 🧠 Result A fully automated AI pipeline that transforms Google Meet recordings into polished, shareable meeting notes — eliminating manual note-taking and keeping your team informed in real time. --- ## 📞 Support & Contact If you face any issues during setup or execution, contact: 📧 **Email:** [[email protected]](mailto:[email protected]) 🔗 **LinkedIn:** [Atharva Jaiswal](https://www.linkedin.com/in/atharva-jaiswal/)
Process receipt images with GPT-4o-mini, WhatsApp & Google Sheets automation
🧾An intelligent automation system that turns WhatsApp into your personal receipt manager — integrating **Meta WhatsApp Cloud API**, **Google Drive**, **Google Sheets**, and **OpenAI GPT-4o-mini** via **n8n**. 🎥 **Demo:** [Watch the Loom walkthrough](https://www.loom.com/share/9b4cf8144b4149d7b1d60573234b9a65?sid=7e7a359f-96dd-452f-a4c2-57dacb30b787) --- ## ⚙️ What It Does The **AI-Powered WhatsApp Receipt Bot** automates the complete invoice handling process through a conversational interface. **Workflow Summary:** 1. User sends a **receipt image** via WhatsApp. 2. The bot automatically downloads the media using the **WhatsApp Cloud API**. 3. The image is uploaded to a **Google Drive “Invoices”** folder. 4. The file is shared publicly, generating a shareable URL. 5. The receipt is analyzed using **OpenAI GPT-4o-mini** to extract structured data: * Store name * Items purchased * Payment method * Total amount 6. The extracted details are appended to a **Google Sheet** for record-keeping. 7. The bot sends a **human-readable summary** back to WhatsApp with emojis and the invoice link. **Output Example:** ``` 🏬 Store: Big Bazaar 📝 Items: Rice, Detergent, Snacks 💳 Payment: Card 💰 Total: ₹1520.75 🔗 Link: https://drive.google.com/file/d/1abcXYZ/view ``` This system eliminates manual expense tracking, improves accuracy through OCR, and provides a seamless way to manage receipts in real time. --- ## 💡 Use Cases | Scenario | Description | | ------------------------------------- | --------------------------------------------------------------------------------------------------------------------- | | **Personal Expense Management** | Automatically store and categorize receipts from daily purchases. | | **Business Accounting** | Collect employee expense receipts through WhatsApp and centralize them in Google Sheets. | | **Freelancer or Consultant Tracking** | Keep a digital record of client reimbursements or software purchase receipts. | | **Family Budgeting** | Family members send receipts to one shared WhatsApp number, all data gets logged centrally. | | **E-commerce / Delivery Teams** | Drivers or delivery agents send invoices from the field to WhatsApp; data automatically goes to the accounting sheet. | --- ## 🔧 Setup ### 1. **Accounts and Tools Needed** | Tool | Purpose | Link | | -------------------------- | ------------------------------------------- | -------------------------------------------------------------------------------------------- | | **Meta Developer Account** | To access WhatsApp Business Cloud API | [https://developers.facebook.com/apps](https://developers.facebook.com/apps) | | **Google Cloud Account** | For enabling Drive and Sheets APIs | [https://console.cloud.google.com](https://console.cloud.google.com) | | **n8n Instance** | Workflow automation engine (local or cloud) | [https://app.n8n.cloud](https://app.n8n.cloud) | | **OpenAI API Key** | For GPT-4o-mini model OCR + reasoning | [https://platform.openai.com/account/api-keys](https://platform.openai.com/account/api-keys) | --- ### 2. **Meta Developer Setup (WhatsApp Cloud API)** 1. Go to **Meta Developer Dashboard → My Apps → Create App → Business type**. 2. Add **WhatsApp product** under your app. 3. Retrieve the following from **WhatsApp > Configuration**: * **Permanent Access Token** * **Phone Number ID** * **WhatsApp Business Account ID** 4. Add these credentials in **n8n → Credentials → WhatsApp API**. * Use the same credentials for **WhatsApp Trigger** and **Send Message** nodes. 5. Verify webhook in Meta with your n8n webhook URL. **Important:** In your **HTTP Node**, set the header as: ``` Authorization: Bearer <access_token> ``` Replace `<access_token>` with your WhatsApp Cloud API permanent token. Without this, the workflow will fail to send or receive WhatsApp messages properly. --- ### 3. **Google Drive Setup** 1. Create a folder named **Invoices** on your Google Drive. 2. Copy the **Folder ID** (found in the Drive URL). 3. In **Google Cloud Console → APIs & Services → Enable APIs**: * Enable **Google Drive API** * Enable **Google Sheets API** 4. Go to **Credentials → Create Credentials → OAuth 2.0 Client ID**. 5. Download the `credentials.json` file. 6. Upload this to **n8n → Credentials → Google Drive OAuth2 API**. 7. Authorize the connection on first workflow run. --- ### 4. **Google Sheets Setup** 1. Create a new Google Sheet titled **Invoices**. 2. Add the following headers in **Row 1**: ``` store name | discription | image_url | payment | total ``` 3. Copy the Sheet ID (from the URL). 4. Add the ID under the **Google Sheets Append** node in n8n. 5. Map each field to its corresponding value extracted from the OCR result. --- ### 5. **OpenAI Setup** 1. Generate an API key from [https://platform.openai.com/account/api-keys](https://platform.openai.com/account/api-keys). 2. Add it to **n8n → Credentials → OpenAI API**. 3. Use model **gpt-4o-mini** in the “Analyze Image” node. * Can upgrade to **gpt-4o** for better OCR accuracy if account supports it. --- ### 6. **n8n Workflow Setup** 1. Import the provided n8n workflow JSON. 2. Configure credentials for: * WhatsApp API * Google Drive OAuth2 * Google Sheets OAuth2 * OpenAI API 3. Activate workflow and set webhook in Meta Developer console. 4. Send a test receipt image to your WhatsApp Business number. The bot will automatically: **Download → Upload → Extract → Log → Summarize → Reply** --- ## 📊 Example Google Sheet Record | store name | discription | image_url | payment | total | | ---------- | ----------------------- | -------------------------------------------------------------------------------------------- | ------- | ------- | | Big Bazaar | Rice, Detergent, Snacks | [https://drive.google.com/file/d/1abcXYZ/view](https://drive.google.com/file/d/1abcXYZ/view) | Card | 1520.75 | --- ## 🧠 Result A **fully automated AI pipeline** that transforms WhatsApp into a smart expense-tracking interface — integrating vision, automation, and natural language processing for zero-manual financial documentation. --- **Support & Contact:** If you face any issues during setup or execution, contact: 📧 **Email:** [[email protected]](mailto:[email protected]) 🔗 **LinkedIn:** [Atharva Jaiswal](https://www.linkedin.com/in/atharva-jaiswal/)