Generate AI proposals as PDFs with GPT-4, Gmail, Google Drive and Slack

Name: Generate AI proposals as PDFs with GPT-4, Gmail, Google Drive and Slack
Availability: InStock
Author: Jitesh Dugar

Generate AI proposals as PDFs with GPT-4, Gmail, Google Drive and Slack preview

Open on n8n.io

$20/month : Unlimited workflows

2500 executions/month

Try free

THE #1 IN WEB SCRAPING

Scrape any website without limits

Try free

HOSTINGER

Early Deal
DISCOUNT 20%

Self-hosted n8n

Unlimited workflows - from $4.99/mo

Try free

#1 hub for scraping, AI & automation

6000+ actors - $5 credits/mo

Try free

Important notice

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

Overview

📄 AI Proposal Generator with PDF Delivery & Team Notifications

Description

Creating client proposals manually is slow, repetitive, and often inconsistent. This AI-powered workflow transforms proposal creation from a manual task into a fully automated, professional process.

With a single submission, this workflow generates a customized AI-written proposal, converts it into a polished PDF, emails it to the client, stores it in Google Drive, and notifies your internal team — ensuring faster turnaround, consistent quality, and zero missed steps.

What This Workflow Does

This workflow turns client requirements into ready-to-send proposals with minimal effort:

📝 Capture Client & Project Details – A webhook receives client information, project scope, budget range, and timeline.

🧠 AI-Powered Proposal Writing – AI generates a structured, client-ready proposal tailored to the project requirements.

📄 HTML Proposal Formatting – The proposal content is converted into a clean, professional HTML layout.

📑 PDF Generation – The HTML proposal is automatically converted into a downloadable PDF.

📧 Email Delivery – The proposal PDF is emailed directly to the client.

☁️ Google Drive Storage – A copy of the proposal is saved for record-keeping and reuse.

💬 Slack Notification – Your team is notified when a proposal is generated and sent.

🔁 Webhook Response – Returns a confirmation response for frontend or system integrations.

Key Features

🤖 AI Proposal Generation – Automatically creates professional proposals based on project inputs.

⚙️ End-to-End Automation – From input submission to PDF delivery, everything runs automatically.

📄 Professional PDF Output – Client-ready proposals with clean formatting.

📧 Automated Email Sending – No manual follow-ups required.

☁️ Centralized Storage – All proposals stored securely in Google Drive.

💬 Team Notifications – Instant Slack alerts for visibility and tracking.

🔀 Flexible Integration – Can be triggered from forms, CRMs, or web apps.

Perfect For

🚀 Freelancers & Consultants – Send proposals faster without writing from scratch.

🏢 Agencies & Service Providers – Standardize proposal quality across teams.

📈 Sales & Operations Teams – Reduce manual work and response time.

💻 Startups & Small Businesses – Look professional without extra overhead.

🧠 Remote Teams – Keep everyone aligned with automated notifications.

What You’ll Need

Required Integrations

🌐 Webhook Trigger – Receives client and project details.

🤖 OpenAI – Generates proposal content.

📄 HTMLCSS to PDF – Converts HTML proposals into PDFs.

📧 Gmail – Sends proposal emails to clients.

☁️ Google Drive – Stores generated proposal files.

💬 Slack – Sends internal notifications.

Optional Enhancements

📊 CRM Integration – Save proposal data to HubSpot, Airtable, or Salesforce.

🎨 Brand Customization – Add logos, brand colors, and styling to proposals.

🌍 Multilingual Proposals – Generate proposals in different languages.

🔐 Approval Step – Add internal approval before sending proposals.

📈 Analytics Dashboard – Track proposal volume and turnaround time.

📎 File Attachments – Include additional documents with the proposal email.

Quick Start

1️⃣ Import the workflow template into your n8n workspace 2️⃣ Connect credentials for OpenAI, Gmail, Google Drive, Slack, and HTMLCSS to PDF 3️⃣ Send test data to the webhook with client and project details 4️⃣ Review the generated proposal PDF 5️⃣ Activate the workflow and start sending proposals automatically

Customization Options

1️⃣ Proposal Branding – Update HTML layout, fonts, and colors. 2️⃣ AI Prompt Tuning – Adjust tone, length, or structure of proposals. 3️⃣ Email Messaging – Customize email subject and content. 4️⃣ Slack Messages – Modify notification text or channels. 5️⃣ Drive Organization – Change folder structure for stored proposals. 6️⃣ Pricing Logic – Adjust calculations for budget or timeline.

Expected Results

⚡ Faster Proposal Turnaround – Generate proposals in minutes instead of hours.

🤖 Consistent Quality – Every proposal follows a structured format.

📧 Instant Delivery – Clients receive proposals immediately.

🗂️ Organized Records – All proposals stored automatically.

💬 Better Team Visibility – Everyone stays informed with Slack alerts.

Workflow Structure Visualization

📝 Webhook Input ↓ 🧠 AI Proposal Generation ↓ 📄 HTML Formatting ↓ 📑 PDF Conversion ↓ 📧 Email Delivery ↓ ☁️ Google Drive Storage ↓ 💬 Slack Notification ↓ 🔁 Webhook Response

🚀 Ready to Automate Proposal Creation?

Import this template and let AI handle proposal writing, formatting, delivery, and tracking — so you can focus on closing deals faster. ✨

Jitesh Dugar

119 workflows

Nodes

n8n-nodes-base.webhook n8n-nodes-htmlcsstopdf.htmlcsstopdf n8n-nodes-base.gmail n8n-nodes-base.googledrive n8n-nodes-base.merge n8n-nodes-base.set @n8n/n8n-nodes-langchain.openai n8n-nodes-base.code

Complexity

advanced

Published 12 Dec 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/11731/11731.json

Share Your Workflow

Have a useful automation to share? Publish it and help the community.

Submit Your Template How to Submit

Related Workflows

Create fillable document templates from PDF or DOCX with GPT-4o and Google Drive

## 📄Template Creator ### How it works This workflow accepts any uploaded document (PDF or DOCX) via webhook and automatically converts it into a reusable fill-in-the-blank template. **Step 1 — Identify:** GPT-4o first reads the document and determines the document type (e.g., Employment Contract, Invoice, NDA, Lease Agreement, Project Proposal) and the specific variable fields that type of document typically contains. **Step 2 — Templatize:** A second AI pass uses the identified document type and field list to replace all variable content with clearly labeled `[BRACKET]` placeholders while preserving all static boilerplate and structure verbatim. **Step 3 — Deliver:** The cleaned template is rendered to PDF via Gotenberg, uploaded to Google Drive, made publicly accessible, and a JSON response with file URLs is returned to the caller. ### Setup 1. Configure the **Webhook** path if needed (default: `general-template-creator`) 2. Set your **OpenAI** credential on both LLM nodes 3. Set your **Google Drive** credential and confirm the target folder ID in the Upload node 4. Confirm the **Gotenberg** URL matches your self-hosted instance 5. Install the community node `n8n-nodes-word2text` (see ⚠️ warning sticky) ### Customization - Swap GPT-4o for GPT-4.1 or GPT-4.1-mini on the Identify node to reduce cost on the lighter classification task - Add a Switch node after identification to route different document types to type-specific prompts - Modify the Drive folder ID to sort templates into subfolders by document type Document accepts input from a form such as the one found here: [Sample Form](https://iportgpt.com/n8n_assets/template_creator_form.html)

View

Generate PDF pricing proposals from Excel with Gotenberg and Outlook

## How it works 1. **Webhook Trigger** — A web form POSTs prospect details, selected services, discount level, and requestor info to the webhook endpoint. 2. **Fetch Pricing Sheet** — Retrieves all rows from your `pricing_request.xlsx` Excel table in OneDrive/SharePoint. 3. **Process & Price** — Filters the pricing rows to the selected services, applies the correct Discount / Retail / Premium price tier, and calculates the total. 4. **Build HTML** — Renders a fully branded HTML proposal document with cover info, line-item pricing table, terms, and a signature block. 5. **Convert to PDF** — Sends the HTML to a self-hosted [Gotenberg](https://gotenberg.dev) instance, which returns a print-ready PDF. 6. **Email Proposal** — Delivers the PDF as an attachment via Gmail OAuth2 to the requester and any internal recipients you configure.

View

Classify and route email attachments with easybits, Gmail and Google Drive

## What This Workflow Does Receive any business document via email. The attachment is automatically **classified** (Invoice, Contract, or Purchase Order) using easybits Extractor, then **routed** down the correct path where a second Extractor pulls out document-specific data. Each route stores the file in Google Drive and triggers the appropriate action – Invoices go to a finance spreadsheet, Contracts and Purchase Orders trigger Slack notifications. ## How It Works 1. **Receive** – Gmail polls for new emails with attachments every minute 2. **Classify** – easybits Extractor identifies the document type and returns a class label 3. **Route** – A Switch node sends the item down the matching path (Invoice / Contract / PO) 4. **Merge Binary** – The original file is merged back into the routed item (classification strips the binary) 5. **Extract** – A second easybits Extractor pulls fields specific to that document type 6. **Merge Data + File** – Extracted JSON and original binary are combined for upload 7. **Store & Notify** – The file is uploaded to Google Drive; Invoices update a spreadsheet, Contracts and POs trigger Slack alerts --- ## Setup Guide ### 1. Create Your easybits Classification Pipeline 1. Go to **extractor.easybits.tech** and create a new pipeline 2. Add **one field** called `document_class` 3. In the field prompt, describe your classification categories and how to identify each one (see the "easybits: Classify Document" node for a reference prompt) 4. The prompt should instruct the model to return exactly one category label – no explanations, no extra text 5. Adjust the categories and identification criteria to match your specific document types 6. Copy your **Pipeline ID** and connect the credential in the classification node > 💡 **Tip:** The classification prompt is the heart of this workflow. The more specific your category descriptions and decision rules are, the more accurate your results will be. ### 2. Create Three Extraction Pipelines Create one pipeline per document type on **extractor.easybits.tech**: - **Invoice pipeline** – fields: `invoice_number`, `total_amount`, `currency`, `due_date`, `vendor_name` - **Contract pipeline** – fields: `client_name`, `contract_type`, `contract_value`, `currency`, `start_date`, `notice_period` - **Purchase Order pipeline** – fields: `supplier_name`, `po_number`, `order_date`, `expected_delivery_date`, `total_amount`, `currency` Connect each pipeline's credentials to the matching Extractor node. ### 3. Set Up Gmail Connect your Gmail account via OAuth2. Optionally filter by label to only process specific emails. Make sure **Download Attachments** is enabled in the node options. ### 4. Set Up Google Drive Create three folders in Google Drive: **Invoices**, **Contracts**, **Purchase Orders**. Select the correct folder in each Upload node. Set the **Input Binary Field** to `attachment_0` (or whichever field carries the PDF). ### 5. Set Up Google Sheets Create a spreadsheet (or use an existing Master Finance File). Make sure the column headers match the field mappings in the "Update Master Finance Sheet" node. ### 6. Set Up Slack Connect your Slack workspace. Select the channel for contract notifications (e.g. `#contracts`) and the channel for PO updates (e.g. `#operations`). Adjust the message templates if your extracted field names differ. ### 7. Activate & Test Set the workflow to active and send a test email with an invoice, contract, and purchase order attached to verify each route works end to end.

View

Need Custom Automation?

Get help designing a custom n8n workflow that connects your stack and fits your process.

Generate AI proposals as PDFs with GPT-4, Gmail, Google Drive and Slack

Workflow preview

Important notice

Overview

📄 AI Proposal Generator with PDF Delivery & Team Notifications

Description

What This Workflow Does

Key Features

Perfect For

What You’ll Need

Required Integrations

Optional Enhancements

Quick Start

Customization Options

Expected Results

Workflow Structure Visualization

🚀 Ready to Automate Proposal Creation?