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Send AI sales proposals and Stripe payment links after Calendly calls

Workflow preview

Send AI sales proposals and Stripe payment links after Calendly calls preview
Open on n8n.io

Important notice

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

Overview

Meeting → Proposal → Payment → Follow-up Automation

Categories: Sales Automation, AI Proposals, Revenue Ops

This workflow automatically turns a booked sales call into a customized proposal, a Stripe payment link, and a follow-up email — without manual work.

It’s designed to handle everything after a sales call so momentum doesn’t die.

Booked call → proposal → payment → done.


What This Workflow Does

This automation runs the moment a sales call is booked and executes a complete post-call sales flow:

  • Looks up the lead in a lightweight CRM
  • Generates a tailored proposal using AI
  • Creates a Google Slides proposal deck
  • Creates a unique Stripe checkout link
  • Sends a personalized follow-up email with proposal + payment

No manual copy-pasting. No delays. No forgotten follow-ups.


Why This Exists

Most deals are lost after the call — not during it.

This system removes:

  • Manual proposal writing
  • Post-call follow-up delays
  • Inconsistent sales ops
  • Awkward “just following up” emails

It replaces all of that with a single, reliable close flow.

Human on the outside. Fully automated underneath.


How It Works (High Level)

1. Calendly Trigger (Sales Call Booked)

  • Workflow starts immediately after a meeting is scheduled
  • Ensures proposals are sent while context is still fresh

2. CRM Lookup (Google Sheets)

  • Finds the lead using email or company name
  • Works even if the lead is unqualified or incomplete
  • Simple, transparent CRM (no heavy tooling required)

3. AI Proposal Generation

  • Uses structured inputs (problem, solution, scope, urgency, cost)
  • Outputs a complete proposal as strict JSON
  • Written in a clear, spartan, professional tone

4. Google Slides Proposal Creation

  • Copies a proposal template
  • Auto-fills all sections using AI output
  • Generates one unique proposal per lead
  • Shareable link created automatically

5. Stripe Checkout Session

  • Creates a unique payment link per lead
  • Attaches metadata (lead, company, package)
  • No manual invoicing required

6. Follow-up Email

  • Sends proposal + payment link immediately
  • Personalized with name and company
  • Keeps the close frictionless

Tools Used

  • n8n — workflow orchestration
  • OpenAI — proposal generation
  • Google Sheets — lightweight CRM
  • Google Slides — proposal delivery
  • Stripe — payment collection
  • Email (Gmail / SMTP) — follow-up delivery
  • Calendly — trigger source

Who This Is For

  • Automation & no-code agencies
  • Consultants and service businesses
  • Freelancers selling repeatable offers
  • Sales-led teams that want speed + consistency
  • Anyone tired of manual proposals and follow-ups

Customization Notes

  • Swap Google Sheets for Airtable, HubSpot, or Notion
  • Proposal tone and structure are fully prompt-driven
  • Stripe metadata can be extended for analytics or CRM sync
  • Can support multiple triggers (Calendly, forms, manual intake)

Difficulty & Cost

  • Difficulty: Intermediate (conceptually simple, operationally solid)
  • Estimated setup time: 30–45 minutes
  • Ongoing cost: OpenAI + Stripe fees only

Summary

This is not just a proposal generator.

It’s a post-call revenue system that turns intent into action automatically.

> Meeting → proposal → payment → follow-up
> No manual steps. No dropped balls.