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

Workflow preview

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

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

Overview

⚙️ 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.