Generate business proposals with Azure GPT-4o & save as Gmail drafts from Sheets

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Important notice

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

1. Workflow Overview

Description: Accelerate your sales cycle with this n8n workflow template that automatically generates professional business proposals and saves them as Gmail drafts—ready to send. No more manual wr...

Best for

Multimodal AI automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.manualtrigger, n8n-nodes-base.googlesheets, n8n-nodes-base.if, @n8n/n8n-nodes-langchain.agent, @n8n/n8n-nodes-langchain.lmchatazureopenai, n8n-nodes-base.splitinbatches, n8n-nodes-base.code, n8n-nodes-base.gmail

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Generate business proposals with Azure GPT-4o & save as Gmail drafts from Sheets
Workflow name: Generate business proposals with Azure GPT-4o & save as Gmail drafts from Sheets

Description:

Accelerate your sales cycle with this n8n workflow template that automatically generates professional business proposals and saves them as Gmail drafts—ready to send. No more manual writing or formatting—let AI create polished proposals tailored to each client.

This automation pulls client and deal data from Google Sheets, checks if the lead has reached the Proposal stage, and uses AI to draft structured proposals with clear sections like scope, deliverables, pricing, and timelines. The content is automatically formatted into professional HTML, and drafts are saved in Gmail for review and quick sending.

What This Template Does:

📊 Retrieves client & lead data from Google Sheets ⚡ Filters deals at the Proposal stage only 🧠 Uses AI to generate client-ready business proposals (subject, scope, deliverables, pricing, etc.) 📝 Cleans and formats AI output into professional HTML proposals 📧 Saves proposals as Gmail drafts for easy review & sending 🌟 100% automated: from deal data to polished draft

Built-in Logic Ensures: ✔️ AI proposals always include required sections (scope, deliverables, pricing, timeline, conclusion) ✔️ No extra details are invented—only uses provided client data ✔️ Proposals are styled and formatted for professional email delivery ✔️ Gmail drafts preserve subject + HTML body, ready to send instantly

Requirements:

Google Sheets with client/deal data (name, email, scope, pricing, stage)
Gmail account for draft creation & sending
Azure OpenAI (or compatible) account for AI-powered proposal generation
n8n instance (self-hosted or cloud)

Perfect For:

Sales teams preparing client proposals at scale
Agencies looking to standardize proposal structure & speed up delivery
Startups automating proposal creation from CRM/Sheets
Business development teams needing ready-to-send drafts without manual effort

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 - When clicking ‘Execute workflow’

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

Block 2 - Get row(s) in sheet

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.6

Block 3 - checks propsal status

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

Block 4 - AI Agent

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 2.1

Block 5 - Azure OpenAI Chat Model

Type / Role: @n8n/n8n-nodes-langchain.lmChatAzureOpenAi - lmChatAzureOpenAi
Config choices: Version 1

Block 6 - Loop Over Items

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

Block 7 - Code

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

Block 8 - Create a draft

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

Block 9 - Sticky Note

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

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

Block 15 - Sticky Note6

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

Block 16 - Sticky Note7

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

3. Summary Table

Workflow	Generate business proposals with Azure GPT-4o & save as Gmail drafts from Sheets
Complexity	advanced
Nodes	16
Categories	Multimodal AI
Author	Rahul Joshi
Published	11 Sept 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/8480/8480.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 Multimodal AI workflows

Frequently asked questions

What does Generate business proposals with Azure GPT-4o & save as Gmail drafts from Sheets 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 Multimodal AI use case.

Rahul Joshi

269 workflows

Nodes

n8n-nodes-base.manualtrigger n8n-nodes-base.googlesheets n8n-nodes-base.if @n8n/n8n-nodes-langchain.agent @n8n/n8n-nodes-langchain.lmchatazureopenai n8n-nodes-base.splitinbatches n8n-nodes-base.code n8n-nodes-base.gmail

Complexity

advanced

Published 11 Sept 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/8480/8480.json

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Generate business proposals with Azure GPT-4o & save as Gmail drafts from Sheets

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 - When clicking ‘Execute workflow’

Block 2 - Get row(s) in sheet

Block 3 - checks propsal status

Block 4 - AI Agent

Block 5 - Azure OpenAI Chat Model

Block 6 - Loop Over Items

Block 7 - Code

Block 8 - Create a draft

Block 9 - Sticky Note

Block 10 - Sticky Note1

Block 11 - Sticky Note2

Block 12 - Sticky Note3

Block 13 - Sticky Note4

Block 14 - Sticky Note5

Block 15 - Sticky Note6

Block 16 - Sticky Note7

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