Generate client proposals from call transcripts with AI, Google Slides and Airtable

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Important notice

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

1. Workflow Overview

Instant Proposal Generator Automatically convert sales call transcripts into professional client proposals by extracting key details with AI, dynamically populating Google Slides templates, and t...

Best for

CRM automation workflows
Multimodal AI automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.googleslides, n8n-nodes-base.googledrive, n8n-nodes-base.airtable, n8n-nodes-base.stickynote, @n8n/n8n-nodes-langchain.openai, @n8n/n8n-nodes-langchain.chattrigger

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Generate client proposals from call transcripts with AI, Google Slides and Airtable
Workflow name: Generate client proposals from call transcripts with AI, Google Slides and Airtable

📋Instant Proposal Generator

Automatically convert sales call transcripts into professional client proposals by extracting key details with AI, dynamically populating Google Slides templates, and tracking progress in Airtable, all in one seamless workflow.

🎯 What does this workflow do?

This end-to-end automation creates client-ready proposals by:

Taking call transcripts via chat interface
The AI analyzes the transcript to extract key details like company name, goals, budget, and requirements, then structures this data as JSON for seamless workflow integration.
Generating customized documents using Google Slides template with dynamic variables, Auto populating {Company_Name}, {Budget}, etc. from extracted data.
Delivering finished proposals: Sharing final document with client, and Updating CRM status automatically.

⚙️ How it works

User input: Paste call transcript in chat trigger node
AI analysis: OpenAI node processes text to extract structured JSON, Identifies company name, goals, budget, requirements, etc.
Document copy: it copies the file from Google Drive, and name it {company name} proposal.
Variables replacement: Replaces all template variables ({Company_Name}, {Budget}, etc.) with extracted data from ChatGPT.
Delivery & tracking: Shares finalized proposal with client via email, an Updates Airtable "Lead Status" to "Proposal Sent".

🔑 Required setup

OpenAI API Key: Create a key from here
Google Cloud Credentials: Setup here
Required scopes: Google Slides edit + file creation
Airtable Access Token: Create one from here

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 - Replace text in a presentation

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

Block 2 - Copy file

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

Block 3 - Share file

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

Block 4 - Update record

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

Block 5 - Sticky Note

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

Block 6 - Message a model

Type / Role: @n8n/n8n-nodes-langchain.openAi - openAi
Config choices: Version 1.8

Block 7 - When chat message received

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

3. Summary Table

Workflow	Generate client proposals from call transcripts with AI, Google Slides and Airtable
Complexity	intermediate
Nodes	7
Categories	CRM, Multimodal AI
Author	Ilyass Kanissi
Published	18 Aug 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/7558/7558.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 CRM workflows Multimodal AI workflows

Frequently asked questions

What does Generate client proposals from call transcripts with AI, Google Slides and Airtable do?

Instant Proposal Generator Automatically convert sales call transcripts into professional client proposals by extracting key details with AI, dynamically populating Google Slides templates, and t...

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 CRM, Multimodal AI use case.

Ilyass Kanissi

4 workflows

Nodes

n8n-nodes-base.googleslides n8n-nodes-base.googledrive n8n-nodes-base.airtable n8n-nodes-base.stickynote @n8n/n8n-nodes-langchain.openai @n8n/n8n-nodes-langchain.chattrigger

Complexity

intermediate

Published 18 Aug 2025

Likes 0

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Install path: /data/workflows/7558/7558.json

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Generate client proposals from call transcripts with AI, Google Slides and Airtable

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

📋Instant Proposal Generator

🎯 What does this workflow do?

⚙️ How it works

🔑 Required setup

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Replace text in a presentation

Block 2 - Copy file

Block 3 - Share file

Block 4 - Update record

Block 5 - Sticky Note

Block 6 - Message a model

Block 7 - When chat message received

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