Client proposal generator with GPT-4o, Tally.so, and Google Slides for agencies

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Best for

Document Extraction automation workflows
Multimodal AI automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.googleslides, @n8n/n8n-nodes-langchain.openai, n8n-nodes-base.gmail, n8n-nodes-base.googledrive, n8n-nodes-base.code, n8n-nodes-base.set, n8n-nodes-base.stickynote, n8n-nodes-base.formtrigger

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Jason Stelo.

Original n8n.io source

1.1 Workflow description

Title: Client proposal generator with GPT-4o, Tally.so, and Google Slides for agencies
Workflow name: Client proposal generator with GPT-4o, Tally.so, and Google Slides for agencies

This workflow uses Tally.so to collect client input that you input yourself during the meeting or after from a simple form and send that data to n8n via an API webhook. Once received, n8n processes the information and uses OpenAI to expand on the provided details transforming the short client notes into a complete, well-structured proposal.

After generating the proposal, the workflow automatically:

Drafts a professional follow-up email using the generated proposal details.

Prepares the email inside Gmail, ready for your review and final send.

This creates a fast, automated process turning raw meeting notes into a polished, client-ready deliverable within minutes.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Replace text

Type / Role: n8n-nodes-base.googleSlides - googleSlides
Config choices: Version 2

Block 2 - Presentation Generator

Type / Role: @n8n/n8n-nodes-langchain.openAi - openAi
Config choices: Version 1.8

Block 3 - Draft Email (Text)

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.1

Block 4 - Copy Template

Type / Role: n8n-nodes-base.googleDrive - googleDrive
Config choices: Version 3

Block 5 - Set Date Format

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 6 - Edit Fields

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 7 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 8 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 9 - Sticky Note2

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 10 - Sticky Note3

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 11 - Sticky Note4

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 12 - Sticky Note5

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 13 - Sticky Note6

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 14 - Sticky Note7

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 15 - Sticky Note9

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 16 - Sticky Note10

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 17 - On form submission

Type / Role: n8n-nodes-base.formTrigger - formTrigger
Config choices: Version 2.3

Block 18 - Webhook1

Type / Role: n8n-nodes-base.webhook - webhook
Config choices: Version 2.1

3. Summary Table

Workflow	Client proposal generator with GPT-4o, Tally.so, and Google Slides for agencies
Complexity	advanced
Nodes	18
Categories	Document Extraction, Multimodal AI
Author	Jason Stelo
Published	12 Nov 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/10777/10777.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Document Extraction workflows Multimodal AI workflows

Frequently asked questions

What does Client proposal generator with GPT-4o, Tally.so, and Google Slides for agencies do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Document Extraction, Multimodal AI use case.

Jason Stelo

4 workflows

Nodes

n8n-nodes-base.googleslides @n8n/n8n-nodes-langchain.openai n8n-nodes-base.gmail n8n-nodes-base.googledrive n8n-nodes-base.code n8n-nodes-base.set n8n-nodes-base.stickynote n8n-nodes-base.formtrigger

Complexity

advanced

Published 12 Nov 2025

Likes 0

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Install path: /data/workflows/10777/10777.json

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Client proposal generator with GPT-4o, Tally.so, and Google Slides for agencies

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Replace text

Block 2 - Presentation Generator

Block 3 - Draft Email (Text)

Block 4 - Copy Template

Block 5 - Set Date Format

Block 6 - Edit Fields

Block 7 - Sticky Note

Block 8 - Sticky Note1

Block 9 - Sticky Note2

Block 10 - Sticky Note3

Block 11 - Sticky Note4

Block 12 - Sticky Note5

Block 13 - Sticky Note6

Block 14 - Sticky Note7

Block 15 - Sticky Note9

Block 16 - Sticky Note10

Block 17 - On form submission

Block 18 - Webhook1

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions