Generate AI sales proposals using Anthropic Claude, PDF Noodle and your CRM

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1. Workflow Overview

What This Workflow Does 1. Triggers via webhook connected to your CRM 2. Maps all the fields needed for the proposal 3. Transforms customer data and transcription into a formatted output using an A...

Best for

Document Extraction automation workflows
AI Summarization automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.webhook, @n8n/n8n-nodes-langchain.agent, @n8n/n8n-nodes-langchain.lmchatanthropic, n8n-nodes-pdforge.pdforge, n8n-nodes-base.gmail, n8n-nodes-base.httprequest, n8n-nodes-base.stickynote, n8n-nodes-base.set

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Generate AI sales proposals using Anthropic Claude, PDF Noodle and your CRM
Workflow name: Generate AI sales proposals using Anthropic Claude, PDF Noodle and your CRM

What This Workflow Does

Triggers via webhook connected to your CRM
Maps all the fields needed for the proposal
Transforms customer data and transcription into a formatted output using an AI Agent
Generates a custom PDF proposal using PDF Noodle
Sends the proposal via email (you can change this to send using other formats as well)

Setup Guide

Create a pdf noodle account and use AI to create a custom proposal for your brand.
Connect your CRM webhook and Gmail (with OAuth2 permissions) to n8n
Configure the AI Agent with your preferred model (OpenAI, Anthropic, Google, or Ollama)

Requirements

PDF Noodle access: Create here
AI API access (e.g. via OpenAI, Anthropic, Google, or Ollama)
Google OAuth2 connected (with Gmail permission): Documentation

Feel free to contact me via LinkedIn if you have any questions! 👋🏻

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 - Webhook

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

Block 2 - AI Agent

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 3.1

Block 3 - Anthropic Chat Model

Type / Role: @n8n/n8n-nodes-langchain.lmChatAnthropic - lmChatAnthropic
Config choices: Version 1.3

Block 4 - Generate PDF syncronously

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

Block 5 - Send a message

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.2

Block 6 - Download PDF binary

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.3

Block 7 - Sticky Note

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

Block 8 - Fields Mapping

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

Block 9 - Structured Output Parser

Type / Role: @n8n/n8n-nodes-langchain.outputParserStructured - outputParserStructured
Config choices: Version 1.3

Block 10 - Sticky Note1

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

Block 11 - Sticky Note2

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

Block 12 - Sticky Note3

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

Block 13 - Sticky Note4

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

Block 14 - Sticky Note5

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

3. Summary Table

Workflow	Generate AI sales proposals using Anthropic Claude, PDF Noodle and your CRM
Complexity	intermediate
Nodes	14
Categories	Document Extraction, AI Summarization
Author	Marcelo Abreu
Published	05 Feb 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/13232/13232.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 AI Summarization workflows

Frequently asked questions

What does Generate AI sales proposals using Anthropic Claude, PDF Noodle and your CRM 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, AI Summarization use case.

Marcelo Abreu

5 workflows

Nodes

n8n-nodes-base.webhook @n8n/n8n-nodes-langchain.agent @n8n/n8n-nodes-langchain.lmchatanthropic n8n-nodes-pdforge.pdforge n8n-nodes-base.gmail n8n-nodes-base.httprequest n8n-nodes-base.stickynote n8n-nodes-base.set

Complexity

intermediate

Published 05 Feb 2026

Likes 0

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Install path: /data/workflows/13232/13232.json

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Generate AI sales proposals using Anthropic Claude, PDF Noodle and your CRM

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

What This Workflow Does

Setup Guide

Requirements

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Webhook

Block 2 - AI Agent

Block 3 - Anthropic Chat Model

Block 4 - Generate PDF syncronously

Block 5 - Send a message

Block 6 - Download PDF binary

Block 7 - Sticky Note

Block 8 - Fields Mapping

Block 9 - Structured Output Parser

Block 10 - Sticky Note1

Block 11 - Sticky Note2

Block 12 - Sticky Note3

Block 13 - Sticky Note4

Block 14 - Sticky Note5

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