Generate AI-powered sales proposals from JotForm leads with OpenAI and Google Docs

⚙️ Proposal Generator Template (Automates proposal creation from JotForm submissions)

🧑‍💻 Author: [LeeWei]

🚀 Steps to Connect:

1. JotForm Setup

   • Visit JotForm to generate your API key and connect to the JotForm Trigger node.
   • Update the form field in the JotForm Trigger node with your form ID (default: 251206359432049).

2. Google Drive Setup

   • Go to Google Drive and set up OAuth2 credentials ("Google Drive account") with access to the folder containing your template.
   • Update the fileId field in the Google Drive node with your template file ID (default: 1DSHUhq_DoM80cM7LZ5iZs6UGoFb3ZHsLpU3mZDuQwuQ).
   • Update the name field in the Google Drive node with your desired output file name pattern (default: ={{ $json['Company Name'] }} | Ai Proposal).

3. OpenAI Setup

   • Visit OpenAI and generate your API key.
   • Paste this key into the OpenAI and OpenAI1 nodes under the "OpenAi account 3" credentials.
   • Update the modelId field in the OpenAI1 node if needed (default: gpt-4.1-mini).

4. Google Docs Setup

   • Set up OAuth2 credentials ("Google Docs account") with edit permissions for the generated documents.
   • No fields need editing as the node dynamically updates based on previous outputs.

5. Google Drive2 Setup

   • Ensure the same Google Drive credentials ("Google Drive account") are used.
   • No fields need editing as the node handles PDF conversion automatically.

6. Gmail Setup

   • Go to Gmail and set up OAuth2 credentials ("Gmail account").
   • No fields need editing as the node dynamically uses the prospect's email from JotForm.

How it works

• The workflow triggers on JotForm submissions, copies a Google Drive template, downloads an audio call link, transcribes it with OpenAI, generates a tailored proposal, updates a Google Docs file, converts it to PDF, and emails it to the prospect.

Set up steps

• Setup time: Approximately 15-20 minutes.
• Detailed instructions are available in sticky notes within the workflow.