Generate client proposals with OpenAI, Google Sheets, Slides, Gmail, and Drive

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Important notice

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

1. Workflow Overview

AI Proposal Generator Engine An n8n based automation that generates client proposals from a form, lets you review everything in one place, and sends the proposal only when you approve it. ️ Wha...

Best for

Document Extraction automation workflows
Multimodal AI automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.formtrigger, n8n-nodes-base.stickynote, n8n-nodes-base.googlesheetstrigger, n8n-nodes-base.splitinbatches, @n8n/n8n-nodes-langchain.openai, n8n-nodes-base.code, n8n-nodes-base.googledrive, n8n-nodes-base.googleslides

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Generate client proposals with OpenAI, Google Sheets, Slides, Gmail, and Drive
Workflow name: Generate client proposals with OpenAI, Google Sheets, Slides, Gmail, and Drive

🧾 AI Proposal Generator Engine

An n8n-based automation that generates client proposals from a form, lets you review everything in one place, and sends the proposal only when you approve it.

⚙️ What It Does

The AI Proposal Generator Engine creates proposals directly from an n8n Form. All proposal content and a draft email are generated automatically using OpenAI.

Google Sheets is used only as a database, where you:

Review the generated proposal
Review the draft email
Control when the proposal is sent by updating the status

No proposal is sent until it is manually marked as READY.

💡 Use Cases

Use Case	Description
Sales Calls	Generate proposals immediately after a call using the form
Freelancers	Create clean, repeatable proposals without manual writing
Agencies	Standardize proposals while keeping them client-specific
Approval Flow	Review proposal and email before sending
Fast Turnaround Deals	Reduce proposal creation time from hours to minutes
Team Workflows	Use Sheets as a simple approval and tracking layer

🔧 Setup

1️⃣ Google Credentials

Go to Google Cloud Console and create a Web App (OAuth).

Enable these APIs:

Google Sheets
Google Drive
Gmail

In n8n, select this Google credential inside:

Google Sheets nodes
Google Drive nodes
Gmail nodes

Use the same credential everywhere.

2️⃣ Google Drive Structure

Create this folder setup in Google Drive. You can use the provided templates or your own.

Proposal Generator Engine/
├── Template 1 (Slides)
├── Template 2 (Slides)
├── Template 3 (Slides)
├── Proposal Generation Tracker (Sheets)
└── Generated Proposals/

3️⃣ Google Sheets Node

Open the Proposal Generation Tracker and copy the Sheet ID from the URL.

Paste this ID into the Google Sheets node in n8n. This sheet is used only to:

Store generated proposal links
Store email drafts
Control send status

4️⃣ Slides and Drive Nodes

Copy the Slides template ID you want to use and paste it into the Copy Template node.

Copy the folder ID of Generated Proposals and paste it into the Move File / Folder field.

5️⃣ OpenAI Key

Create an OpenAI credential in n8n using your API key.

Select this credential in all GPT nodes. You can edit prompts to match your proposal style and tone.

🔁 Workflow Summary

Proposal details are collected using an n8n Form
OpenAI generates structured proposal content
A Google Slides template is copied and filled
A proposal email draft is generated
Proposal link and email draft are saved in Google Sheets with status WAITING
You review the proposal and email
Status is changed to READY
Proposal is converted to PDF and sent via Gmail
Proposal is stored in Google Drive and status is updated to SENT

📞 Support & Contact

📧 Email: [email protected] 🔗 LinkedIn: https://www.linkedin.com/in/atharva-jaiswal/ 📅 Book a support call: https://calendly.com/atharvapj5/30min

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 - On form submission

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

Block 2 - Sticky Note

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

Block 3 - Google Sheets Trigger

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

Block 4 - Loop Over Items

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

Block 5 - Sticky Note1

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

Block 6 - Generate Proposal Data

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

Block 7 - Parse Json for Proposal Data

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

Block 8 - Copy Template

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

Block 9 - Move to Folder

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

Block 10 - Inject generated Text

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

Block 11 - Generate Email Draft

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

Block 12 - Parse Email Data

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

Block 13 - Append In Database

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.7

Block 14 - Filter Ready Drafts

Type / Role: n8n-nodes-base.filter - filter
Config choices: Version 2.3

Block 15 - Download Proposal in PDF

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

Block 16 - Send Email

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

Block 17 - Update Status

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.7

Block 18 - Sticky Note2

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

Block 19 - Sticky Note3

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

Block 20 - Sticky Note4

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

Block 21 - Sticky Note5

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

Block 22 - Sticky Note6

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

Block 23 - Sticky Note7

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

Block 24 - Sticky Note8

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

Showing the first 24 of 26 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Generate client proposals with OpenAI, Google Sheets, Slides, Gmail, and Drive
Complexity	advanced
Nodes	26
Categories	Document Extraction, Multimodal AI
Author	Atharva
Published	27 Dec 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/12211/12211.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 Multimodal AI workflows

Frequently asked questions

What does Generate client proposals with OpenAI, Google Sheets, Slides, Gmail, and Drive do?

AI Proposal Generator Engine An n8n based automation that generates client proposals from a form, lets you review everything in one place, and sends the proposal only when you approve it. ️ Wha...

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, Multimodal AI use case.

Atharva

3 workflows

Nodes

n8n-nodes-base.formtrigger n8n-nodes-base.stickynote n8n-nodes-base.googlesheetstrigger n8n-nodes-base.splitinbatches @n8n/n8n-nodes-langchain.openai n8n-nodes-base.code n8n-nodes-base.googledrive n8n-nodes-base.googleslides

Complexity

advanced

Published 27 Dec 2025

Likes 0

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Install path: /data/workflows/12211/12211.json

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Generate client proposals with OpenAI, Google Sheets, Slides, Gmail, and Drive

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

🧾 AI Proposal Generator Engine

⚙️ What It Does

💡 Use Cases

🔧 Setup

1️⃣ Google Credentials

2️⃣ Google Drive Structure

3️⃣ Google Sheets Node

4️⃣ Slides and Drive Nodes

5️⃣ OpenAI Key

🔁 Workflow Summary

📞 Support & Contact

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - On form submission

Block 2 - Sticky Note

Block 3 - Google Sheets Trigger

Block 4 - Loop Over Items

Block 5 - Sticky Note1

Block 6 - Generate Proposal Data

Block 7 - Parse Json for Proposal Data

Block 8 - Copy Template

Block 9 - Move to Folder

Block 10 - Inject generated Text

Block 11 - Generate Email Draft

Block 12 - Parse Email Data

Block 13 - Append In Database

Block 14 - Filter Ready Drafts

Block 15 - Download Proposal in PDF

Block 16 - Send Email

Block 17 - Update Status

Block 18 - Sticky Note2

Block 19 - Sticky Note3

Block 20 - Sticky Note4

Block 21 - Sticky Note5

Block 22 - Sticky Note6

Block 23 - Sticky Note7

Block 24 - Sticky Note8

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