{ "id": "yt4wWVKefnaLtsI5", "name": "AI Proposal Generator - Typeform to PandaDoc with GPT-4", "tags": [], "nodes": [ { "id": "e9b4a85d-c140-4129-b54f-1d28658a63c1", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -272, -256 ], "parameters": { "color": 5, "width": 376, "height": 824, "content": "## \ud83d\udcc4 AI Proposal Generator\n\nAutomatically generate professional, personalized proposals from discovery call intake forms.\n\n### How it works\n1. **Prospect submits** Typeform with project details\n2. **Workflow validates** required fields (email, company)\n3. **AI selects template** based on budget & complexity\n4. **GPT-4 writes** personalized proposal content\n5. **GPT-4 generates** realistic project milestones\n6. **PandaDoc creates** professional document with pricing\n7. **Slack notifies** you with direct link to review\n\n### Setup (15-20 minutes)\n\u2610 Add **OpenAI API** credential (select in GPT nodes)\n\u2610 Add **Typeform API** credential\n\u2610 Add **PandaDoc API** credential (HTTP Header Auth)\n\u2610 Create Typeform with discovery questions\n\u2610 Create 2 PandaDoc templates (Quick Quote + Standard)\n\u2610 Update **Config** node with your company info\n\u2610 Set your **Slack webhook URL** in Config\n\n### Customize\n- Adjust **quickQuoteThreshold** in Config (default: $2,500)\n- Edit GPT prompts to match your writing style\n- Add industry-specific case studies to Config" }, "typeVersion": 1 }, { "id": "f2581930-af38-4470-a7ae-8123cd0bf1fd", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ 144, -256 ], "parameters": { "color": 5, "width": 628, "height": 832, "content": "## 1. Capture & Extract\n\nThis section handles the intake process:\n\n**Config** \u2192 Stores your company info, PandaDoc template IDs, Slack webhook, and case studies\n\n**Typeform Trigger** \u2192 Fires when prospect submits discovery form\n\n**Extract & Transform Data** \u2192 Parses all form fields, converts budget ranges to numbers, calculates deposit amounts, and determines which template to use" }, "typeVersion": 1 }, { "id": "05e4268d-3563-433a-89c5-bec383eb66e0", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ 816, -256 ], "parameters": { "color": 5, "width": 856, "height": 832, "content": "## 2. Validate & Route to AI\n\nEnsures data quality before AI processing:\n\n**Check Required Fields** \u2192 Validates email and company name exist (routes to error if missing)\n\n**Route: Quick Quote or Standard?** \u2192 Budget < $2,500 AND not complex \u2192 Quick Quote. Otherwise \u2192 Standard Proposal\n\n**AI: Generate Quick Quote** \u2192 GPT-4 writes concise 1-page quote with benefits and pricing\n\n**AI: Generate Standard Proposal** \u2192 GPT-4 writes detailed multi-page proposal with deliverables and ROI" }, "typeVersion": 1 }, { "id": "a680aedd-1386-4e66-81c2-37f49f532aab", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ 1712, -256 ], "parameters": { "color": 5, "width": 824, "height": 832, "content": "## 3. Parse, Timeline & Merge\n\nProcesses AI output and adds project schedule:\n\n**Parse AI Proposal Response** \u2192 Extracts JSON from GPT response, handles markdown cleanup, merges with form data\n\n**AI: Generate Project Milestones** \u2192 GPT-4 creates 4-phase timeline based on solution complexity\n\n**Parse Milestone Response** \u2192 Extracts timeline JSON with fallback defaults if parsing fails\n\n**Combine Proposal + Milestones** \u2192 Merges proposal content with timeline for complete document data" }, "typeVersion": 1 }, { "id": "c89b55bb-156c-4744-bc67-0780a426686a", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ 2560, -256 ], "parameters": { "color": 5, "width": 700, "height": 752, "content": "## 4. Create PandaDoc\n\nAssembles the final proposal document:\n\n**Check: AI Parse Successful?** \u2192 Routes to error notification if GPT response couldn't be parsed\n\n**Create PandaDoc Document** \u2192 Sends all data to PandaDoc API, populates template tokens, builds pricing table\n\n**Check: Document Created?** \u2192 Verifies PandaDoc returned a document ID" }, "typeVersion": 1 }, { "id": "0e979740-f949-4041-b675-8c95d239628c", "name": "Sticky Note5", "type": "n8n-nodes-base.stickyNote", "position": [ 3280, -256 ], "parameters": { "color": 5, "width": 380, "height": 752, "content": "## 5. Send Notifications\n\nKeeps you informed of every submission:\n\n**Notify: Proposal Ready** \u2192 Rich Slack message with client name, value, template type, expiry date, and direct PandaDoc link\n\n**Notify: PandaDoc Failed** \u2192 Error details so you can manually follow up with the prospect" }, "typeVersion": 1 }, { "id": "6bffdc22-e3d6-46ca-bce4-731936108b81", "name": "\u2699\ufe0f Config", "type": "n8n-nodes-base.set", "position": [ 176, 48 ], "parameters": { "mode": "raw", "options": {}, "jsonOutput": "{\n \"senderEmail\": \"user@example.com\",\n \"senderFirstName\": \"Your\",\n \"senderLastName\": \"Name\",\n \"senderCompany\": \"Your Company\",\n \"senderTitle\": \"Your Title\",\n \"senderPhone\": \"+1234567890\",\n \"quickQuoteTemplateId\": \"YOUR_PANDADOC_QUICK_QUOTE_TEMPLATE_ID\",\n \"standardProposalTemplateId\": \"YOUR_PANDADOC_STANDARD_TEMPLATE_ID\",\n \"quickQuoteThreshold\": \"2500\",\n \"slackWebhookUrl\": \"YOUR_SLACK_WEBHOOK_URL\",\n \"caseStudies\": {\n \"default\": {\n \"company\": \"Example Client\",\n \"industry\": \"Professional Services\",\n \"results\": \"20+ hours/week saved\",\n \"testimonial\": \"The ROI was immediate.\"\n }\n }\n}" }, "typeVersion": 3.4 }, { "id": "62036532-bec5-47ab-8bb5-328e6b8ff47c", "name": "\ud83d\udce5 Typeform Trigger", "type": "n8n-nodes-base.typeformTrigger", "position": [ 384, 48 ], "parameters": { "formId": "YOUR_TYPEFORM_FORM_ID" }, "typeVersion": 1 }, { "id": "c2a3b89a-aeb2-4aaa-82ff-9e0d8a009959", "name": "\ud83d\udd04 Extract & Transform Data", "type": "n8n-nodes-base.code", "position": [ 592, 48 ], "parameters": { "jsCode": "const config = $('\u2699\ufe0f Config').first().json;\nconst formData = $input.first().json;\n\nconst extractedData = {\n companyName: formData[\"What's your company name?\"] || '',\n websiteUrl: formData[\"What's your company website?\"] || '',\n businessDescription: formData[\"Tell us about your business\"] || '',\n industry: formData[\"What industry are you in?\"] || '',\n currentProblem: formData[\"What's your biggest operational challenge?\"] || '',\n desiredSolution: formData[\"What would the ideal solution look like?\"] || '',\n platformsToUse: formData[\"What tools/platforms do you currently use?\"] || '',\n projectComplexity: formData[\"How complex is this project?\"] || '',\n clientFirstName: formData[\"First name\"] || '',\n clientLastName: formData[\"Last name\"] || '',\n clientEmail: formData[\"Email address\"] || '',\n additionalNotes: formData[\"Anything else we should know?\"] || ''\n};\n\n// Parse budget range to number\nfunction parseBudget(label) {\n const l = (label || '').toLowerCase();\n if (l.includes('under') && l.includes('1,500')) return 1250;\n if (l.includes('1,500') && l.includes('2,500')) return 2000;\n if (l.includes('2,500') && l.includes('5,000')) return 3750;\n if (l.includes('5,000') && l.includes('10,000')) return 7500;\n if (l.includes('10,000+')) return 12500;\n return 3000;\n}\n\nextractedData.budgetLabel = formData[\"What's your estimated budget?\"] || '';\nextractedData.estimatedValue = parseBudget(extractedData.budgetLabel);\n\n// Template selection logic\nconst threshold = Number(config.quickQuoteThreshold) || 2500;\nconst isComplex = (extractedData.projectComplexity || '').toLowerCase().includes('complex');\n\nextractedData.selectedTemplate = (extractedData.estimatedValue < threshold && !isComplex) ? 'quick_quote' : 'standard';\nextractedData.templateReason = extractedData.selectedTemplate === 'quick_quote' \n ? `Budget $${extractedData.estimatedValue} < $${threshold}` \n : `Budget $${extractedData.estimatedValue} >= $${threshold} or complex project`;\nextractedData.pandaDocTemplateId = extractedData.selectedTemplate === 'quick_quote' \n ? config.quickQuoteTemplateId \n : config.standardProposalTemplateId;\n\n// Calculate amounts\nextractedData.depositAmount = Math.round(extractedData.estimatedValue * 0.5);\nextractedData.balanceAmount = extractedData.estimatedValue - extractedData.depositAmount;\n\n// Add dates\nconst today = new Date();\nconst validityDays = extractedData.selectedTemplate === 'quick_quote' ? 7 : 14;\nconst expiryDate = new Date(today.getTime() + validityDays * 24 * 60 * 60 * 1000);\nextractedData.documentDate = today.toLocaleDateString('en-US', { year: 'numeric', month: 'long', day: 'numeric' });\nextractedData.proposalExpiryDate = expiryDate.toLocaleDateString('en-US', { year: 'numeric', month: 'long', day: 'numeric' });\n\nextractedData.config = config;\nextractedData.caseStudy = config.caseStudies?.default || {};\n\nreturn [{ json: extractedData }];" }, "typeVersion": 2 }, { "id": "584e5d2e-f38e-479b-853f-49cedfccf7ca", "name": "\u2705 Check Required Fields", "type": "n8n-nodes-base.if", "position": [ 896, 48 ], "parameters": { "options": {}, "conditions": { "options": { "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "check-email", "operator": { "type": "string", "operation": "notEmpty" }, "leftValue": "={{ $json.clientEmail }}", "rightValue": "" }, { "id": "check-company", "operator": { "type": "string", "operation": "notEmpty" }, "leftValue": "={{ $json.companyName }}", "rightValue": "" } ] } }, "typeVersion": 2 }, { "id": "adc5b18f-b488-45d6-beca-39e2cee0b7b1", "name": "\ud83d\udd00 Route: Quick Quote or Standard?", "type": "n8n-nodes-base.if", "position": [ 1104, 32 ], "parameters": { "options": {}, "conditions": { "options": { "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "check-template", "operator": { "type": "string", "operation": "equals" }, "leftValue": "={{ $json.selectedTemplate }}", "rightValue": "quick_quote" } ] } }, "typeVersion": 2 }, { "id": "cfb596d7-b361-4034-b4dd-a8c35d062037", "name": "\ud83e\udd16 AI: Generate Quick Quote", "type": "@n8n/n8n-nodes-langchain.openAi", "position": [ 1328, 16 ], "parameters": { "modelId": { "__rl": true, "mode": "list", "value": "" }, "options": { "temperature": 0.7 }, "messages": { "values": [ { "role": "system", "content": "You are a professional proposal writer for an automation agency. Write concise, benefit-focused proposals that emphasize ROI and time savings." }, { "content": "=Generate a Quick Quote proposal for this prospective client:\n\n**Company:** {{ $json.companyName }}\n**Industry:** {{ $json.industry }}\n**Their Challenge:** {{ $json.currentProblem }}\n**Desired Outcome:** {{ $json.desiredSolution }}\n**Current Tools:** {{ $json.platformsToUse }}\n**Budget:** ${{ $json.estimatedValue }}\n\nWrite a concise, compelling quick quote. Return ONLY valid JSON (no markdown backticks):\n{\n \"title\": \"Quick Quote: [specific solution name that addresses their challenge]\",\n \"challengeSummary\": \"1-2 sentence summary of their pain point in your words\",\n \"solutionType\": \"Short solution name (e.g., CRM Automation, Lead Follow-up System)\",\n \"scopeDescription\": \"2-3 sentence description of what you'll build for them\",\n \"impactBullet1\": \"Specific benefit with metric (e.g., Save 10+ hours/week on manual data entry)\",\n \"impactBullet2\": \"Second key benefit with metric\",\n \"impactBullet3\": \"Third key benefit with metric\",\n \"timeSavings\": \"X hours/week\",\n \"costSavings\": \"$X/month\"\n}" } ] }, "jsonOutput": true }, "typeVersion": 1.6 }, { "id": "06292822-f5ab-4535-b51d-d679e2ceb70b", "name": "\ud83e\udd16 AI: Generate Standard Proposal", "type": "@n8n/n8n-nodes-langchain.openAi", "position": [ 1328, 224 ], "parameters": { "modelId": { "__rl": true, "mode": "list", "value": "" }, "options": { "temperature": 0.7 }, "messages": { "values": [ { "role": "system", "content": "You are a professional proposal writer for an automation agency. Write detailed, compelling proposals that demonstrate deep understanding of the client's business and clearly articulate ROI." }, { "content": "=Generate a detailed Standard Proposal for this prospective client:\n\n**Company:** {{ $json.companyName }}\n**Industry:** {{ $json.industry }}\n**About Their Business:** {{ $json.businessDescription }}\n**Their Challenge:** {{ $json.currentProblem }}\n**Desired Outcome:** {{ $json.desiredSolution }}\n**Current Tools:** {{ $json.platformsToUse }}\n**Project Complexity:** {{ $json.projectComplexity }}\n**Budget:** ${{ $json.estimatedValue }}\n**Additional Context:** {{ $json.additionalNotes }}\n\nWrite a comprehensive, persuasive proposal. Return ONLY valid JSON (no markdown backticks):\n{\n \"title\": \"Proposal: [specific solution name that addresses their challenge]\",\n \"challengeSummary\": \"Detailed 2-3 sentence summary demonstrating you understand their pain points\",\n \"solutionType\": \"Solution name (e.g., End-to-End Sales Automation Platform)\",\n \"scopeDescription\": \"Detailed 3-4 sentence scope of work explaining exactly what you'll deliver\",\n \"impactBullet1\": \"Specific benefit with metric (e.g., Reduce lead response time from 24 hours to under 5 minutes)\",\n \"impactBullet2\": \"Second key benefit with specific metric\",\n \"impactBullet3\": \"Third key benefit with specific metric\",\n \"outcomeProcess1\": \"Concrete deliverable 1 (e.g., Automated lead capture and CRM sync)\",\n \"outcomeProcess2\": \"Concrete deliverable 2\",\n \"outcomeProcess3\": \"Concrete deliverable 3\",\n \"timeSavings\": \"X hours/week\",\n \"costSavings\": \"$X/month\"\n}" } ] }, "jsonOutput": true }, "typeVersion": 1.6 }, { "id": "dce6e920-f7e8-4e3b-9771-20df29e58ccb", "name": "\ud83d\udccb Parse AI Proposal Response", "type": "n8n-nodes-base.code", "position": [ 1744, 128 ], "parameters": { "jsCode": "// Parse GPT response and merge with extracted data\nconst raw = $input.first().json;\nconst extractedData = $('\ud83d\udd04 Extract & Transform Data').first().json;\n\nlet content = raw.message?.content ?? raw.content ?? raw;\n\ntry {\n if (typeof content === 'string') {\n // Remove markdown code blocks if present\n content = content.replace(/```json\\s*/g, '').replace(/```\\s*/g, '').trim();\n content = JSON.parse(content);\n }\n \n // Merge GPT response with extracted form data\n return [{ \n json: { \n ...extractedData,\n ...content, \n proposalParseOk: true \n } \n }];\n} catch (e) {\n return [{ \n json: { \n ...extractedData,\n proposalParseOk: false, \n proposalParseError: e.message \n } \n }];\n}" }, "typeVersion": 2 }, { "id": "c02eb059-c2a6-4c32-b6c8-717d14b92fa1", "name": "\ud83e\udd16 AI: Generate Project Milestones", "type": "@n8n/n8n-nodes-langchain.openAi", "position": [ 1936, 0 ], "parameters": { "modelId": { "__rl": true, "mode": "list", "value": "" }, "options": { "temperature": 0.5 }, "messages": { "values": [ { "role": "system", "content": "You are a project manager who creates realistic, client-friendly project timelines for automation projects." }, { "content": "=Generate a 4-phase project timeline for this automation project:\n\n**Solution Being Built:** {{ $json.solutionType }}\n**Scope of Work:** {{ $json.scopeDescription }}\n**Project Complexity:** {{ $('\ud83d\udd04 Extract & Transform Data').first().json.projectComplexity }}\n\nCreate realistic milestones that set proper client expectations. Return ONLY valid JSON (no markdown backticks):\n{\n \"milestone1\": \"Phase 1: [Discovery & Planning - specific activities]\",\n \"timeline1\": \"Week 1\",\n \"milestone2\": \"Phase 2: [Build & Configure - specific deliverables]\",\n \"timeline2\": \"Week 2\",\n \"milestone3\": \"Phase 3: [Testing & Refinement - specific activities]\",\n \"timeline3\": \"Week 3\",\n \"milestone4\": \"Phase 4: [Launch & Handoff - specific deliverables]\",\n \"timeline4\": \"Week 4\"\n}" } ] }, "jsonOutput": true }, "typeVersion": 1.6 }, { "id": "711ec080-9ae2-442b-b984-2e238481db7e", "name": "\ud83d\udccb Parse Milestone Response", "type": "n8n-nodes-base.code", "position": [ 2272, 0 ], "parameters": { "jsCode": "// Parse milestones with fallback defaults\nconst raw = $input.first().json;\nlet content = raw.message?.content ?? raw.content ?? raw;\n\ntry {\n if (typeof content === 'string') {\n content = content.replace(/```json\\s*/g, '').replace(/```\\s*/g, '').trim();\n content = JSON.parse(content);\n }\n return [{ json: { ...content, milestonesParseOk: true } }];\n} catch (e) {\n // Return default milestones on parse error\n return [{ json: {\n milestone1: 'Phase 1: Discovery - Requirements gathering and solution design',\n timeline1: 'Week 1',\n milestone2: 'Phase 2: Build - Configure and develop core automation workflows',\n timeline2: 'Week 2',\n milestone3: 'Phase 3: Test - Quality assurance and refinements',\n timeline3: 'Week 3',\n milestone4: 'Phase 4: Launch - Training, documentation, and go-live support',\n timeline4: 'Week 4',\n milestonesParseOk: false,\n milestonesParseError: e.message\n } }];\n}" }, "typeVersion": 2 }, { "id": "e3841932-fe5b-422f-9cb5-c99f96aa1d9d", "name": "\ud83d\udd17 Combine Proposal + Milestones", "type": "n8n-nodes-base.merge", "position": [ 1968, 240 ], "parameters": { "mode": "combine", "options": {}, "combineBy": "combineByPosition" }, "typeVersion": 3 }, { "id": "dc40c4b6-3362-4708-9285-0ca50b4f8f31", "name": "\u2705 Check: AI Parse Successful?", "type": "n8n-nodes-base.if", "position": [ 2688, 240 ], "parameters": { "options": {}, "conditions": { "options": { "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "check-parse", "operator": { "type": "boolean", "operation": "equals" }, "leftValue": "={{ $json.proposalParseOk }}", "rightValue": true } ] } }, "typeVersion": 2 }, { "id": "d5ab459d-2d7a-4ae0-9086-607c58690cd3", "name": "\ud83d\udcc4 Create PandaDoc Document", "type": "n8n-nodes-base.httpRequest", "position": [ 2912, 224 ], "parameters": { "url": "https://api.pandadoc.com/public/v1/documents", "method": "POST", "options": { "response": { "response": { "responseFormat": "json" } } }, "jsonBody": "={\n \"name\": \"{{ $json.title }} - {{ $json.companyName }}\",\n \"template_uuid\": \"{{ $json.pandaDocTemplateId }}\",\n \"recipients\": [\n {\n \"email\": \"{{ $json.clientEmail }}\",\n \"first_name\": \"{{ $json.clientFirstName }}\",\n \"last_name\": \"{{ $json.clientLastName }}\",\n \"role\": \"Client\"\n }\n ],\n \"tokens\": [\n { \"name\": \"Client.Company\", \"value\": \"{{ $json.companyName }}\" },\n { \"name\": \"Client.FirstName\", \"value\": \"{{ $json.clientFirstName }}\" },\n { \"name\": \"Client.LastName\", \"value\": \"{{ $json.clientLastName }}\" },\n { \"name\": \"Client.ChallengeSummary\", \"value\": \"{{ $json.challengeSummary }}\" },\n { \"name\": \"Project.Total\", \"value\": \"{{ $json.estimatedValue }}\" },\n { \"name\": \"Project.Deposit\", \"value\": \"{{ $json.depositAmount }}\" },\n { \"name\": \"Project.TimeSavings\", \"value\": \"{{ $json.timeSavings }}\" },\n { \"name\": \"Project.CostSavings\", \"value\": \"{{ $json.costSavings }}\" },\n { \"name\": \"Timeline.Phase1\", \"value\": \"{{ $json.milestone1 }}\" },\n { \"name\": \"Timeline.Phase1Date\", \"value\": \"{{ $json.timeline1 }}\" },\n { \"name\": \"Timeline.Phase2\", \"value\": \"{{ $json.milestone2 }}\" },\n { \"name\": \"Timeline.Phase2Date\", \"value\": \"{{ $json.timeline2 }}\" },\n { \"name\": \"Timeline.Phase3\", \"value\": \"{{ $json.milestone3 }}\" },\n { \"name\": \"Timeline.Phase3Date\", \"value\": \"{{ $json.timeline3 }}\" },\n { \"name\": \"Timeline.Phase4\", \"value\": \"{{ $json.milestone4 }}\" },\n { \"name\": \"Timeline.Phase4Date\", \"value\": \"{{ $json.timeline4 }}\" },\n { \"name\": \"Impact.Bullet1\", \"value\": \"{{ $json.impactBullet1 }}\" },\n { \"name\": \"Impact.Bullet2\", \"value\": \"{{ $json.impactBullet2 }}\" },\n { \"name\": \"Impact.Bullet3\", \"value\": \"{{ $json.impactBullet3 }}\" },\n { \"name\": \"Proposal.ExpiryDate\", \"value\": \"{{ $json.proposalExpiryDate }}\" },\n { \"name\": \"Document.Date\", \"value\": \"{{ $json.documentDate }}\" }\n ],\n \"pricing_tables\": [\n {\n \"name\": \"Pricing Table 1\",\n \"sections\": [\n {\n \"title\": \"Project Investment\",\n \"default\": true,\n \"rows\": [\n {\n \"options\": { \"qty_editable\": false, \"optional\": false },\n \"data\": {\n \"name\": \"{{ $json.solutionType }}\",\n \"description\": \"{{ $json.scopeDescription }}\",\n \"price\": {{ $json.estimatedValue }},\n \"qty\": 1\n }\n }\n ]\n }\n ],\n \"options\": {\n \"currency\": \"USD\",\n \"discount\": { \"type\": \"absolute\", \"name\": \"Discount\", \"value\": 0 }\n }\n }\n ]\n}", "sendBody": true, "sendHeaders": true, "specifyBody": "json", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "headerParameters": { "parameters": [ { "name": "Content-Type", "value": "application/json" } ] } }, "typeVersion": 4.2, "continueOnFail": true }, { "id": "2e9b50b3-85e0-4589-a4ea-06215dfe89c6", "name": "\u2705 Check: Document Created?", "type": "n8n-nodes-base.if", "position": [ 3104, 224 ], "parameters": { "options": {}, "conditions": { "options": { "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "check-id", "operator": { "type": "string", "operation": "notEmpty" }, "leftValue": "={{ $json.id }}", "rightValue": "" } ] } }, "typeVersion": 2 }, { "id": "26eba8d4-81e9-4994-916f-545d9301d232", "name": "\ud83d\udcac Notify: Proposal Ready", "type": "n8n-nodes-base.httpRequest", "position": [ 3424, 96 ], "parameters": { "url": "={{ $('\u2699\ufe0f Config').first().json.slackWebhookUrl }}", "method": "POST", "options": {}, "jsonBody": "={{ JSON.stringify({\n \"text\": \"\u2705 Proposal Created!\",\n \"blocks\": [\n {\n \"type\": \"header\",\n \"text\": { \"type\": \"plain_text\", \"text\": \"\u2705 New Proposal Generated\", \"emoji\": true }\n },\n {\n \"type\": \"section\",\n \"fields\": [\n { \"type\": \"mrkdwn\", \"text\": \"*Client:*\\n\" + $('\ud83d\udd04 Extract & Transform Data').first().json.companyName },\n { \"type\": \"mrkdwn\", \"text\": \"*Value:*\\n$\" + $('\ud83d\udd04 Extract & Transform Data').first().json.estimatedValue },\n { \"type\": \"mrkdwn\", \"text\": \"*Template:*\\n\" + ($('\ud83d\udd04 Extract & Transform Data').first().json.selectedTemplate === 'quick_quote' ? '\ud83d\udccb Quick Quote' : '\ud83d\udcc4 Standard Proposal') },\n { \"type\": \"mrkdwn\", \"text\": \"*Expires:*\\n\" + $('\ud83d\udd04 Extract & Transform Data').first().json.proposalExpiryDate }\n ]\n },\n {\n \"type\": \"actions\",\n \"elements\": [\n {\n \"type\": \"button\",\n \"text\": { \"type\": \"plain_text\", \"text\": \"\ud83d\udcc4 View in PandaDoc\", \"emoji\": true },\n \"url\": \"https://app.pandadoc.com/a/#/documents/\" + $json.id\n }\n ]\n }\n ]\n}) }}", "sendBody": true, "specifyBody": "json" }, "typeVersion": 4.2, "continueOnFail": true }, { "id": "04b2ac5e-9ad6-46f4-8d03-e03b1808a329", "name": "\ud83d\udea8 Notify: PandaDoc Failed", "type": "n8n-nodes-base.httpRequest", "position": [ 3424, 288 ], "parameters": { "url": "={{ $('\u2699\ufe0f Config').first().json.slackWebhookUrl }}", "method": "POST", "options": {}, "jsonBody": "={{ JSON.stringify({\n \"text\": \"\u274c PandaDoc Error\",\n \"blocks\": [\n {\n \"type\": \"header\",\n \"text\": { \"type\": \"plain_text\", \"text\": \"\u274c PandaDoc Creation Failed\", \"emoji\": true }\n },\n {\n \"type\": \"section\",\n \"fields\": [\n { \"type\": \"mrkdwn\", \"text\": \"*Client:*\\n\" + $('\ud83d\udd04 Extract & Transform Data').first().json.companyName },\n { \"type\": \"mrkdwn\", \"text\": \"*Email:*\\n\" + $('\ud83d\udd04 Extract & Transform Data').first().json.clientEmail },\n { \"type\": \"mrkdwn\", \"text\": \"*Template:*\\n\" + $('\ud83d\udd04 Extract & Transform Data').first().json.selectedTemplate }\n ]\n },\n {\n \"type\": \"section\",\n \"text\": { \"type\": \"mrkdwn\", \"text\": \"*Error:* \" + ($json.message || $json.error || 'Unknown error - check PandaDoc API credentials and template IDs') }\n }\n ]\n}) }}", "sendBody": true, "specifyBody": "json" }, "typeVersion": 4.2, "continueOnFail": true }, { "id": "1f79534f-5d09-4b86-bcdc-0dedb03b77c8", "name": "\ud83d\udea8 Notify: GPT Parse Failed", "type": "n8n-nodes-base.httpRequest", "position": [ 1040, 768 ], "parameters": { "url": "={{ $('\u2699\ufe0f Config').first().json.slackWebhookUrl }}", "method": "POST", "options": {}, "jsonBody": "={{ JSON.stringify({\n \"text\": \"\u26a0\ufe0f GPT Parse Error\",\n \"blocks\": [\n {\n \"type\": \"header\",\n \"text\": { \"type\": \"plain_text\", \"text\": \"\u26a0\ufe0f AI Response Parse Failed\", \"emoji\": true }\n },\n {\n \"type\": \"section\",\n \"fields\": [\n { \"type\": \"mrkdwn\", \"text\": \"*Client:*\\n\" + $json.companyName },\n { \"type\": \"mrkdwn\", \"text\": \"*Email:*\\n\" + $json.clientEmail },\n { \"type\": \"mrkdwn\", \"text\": \"*Template:*\\n\" + $json.selectedTemplate }\n ]\n },\n {\n \"type\": \"section\",\n \"text\": { \"type\": \"mrkdwn\", \"text\": \"*Error:* \" + ($json.proposalParseError || 'GPT returned invalid JSON - you may need to manually create this proposal') }\n }\n ]\n}) }}", "sendBody": true, "specifyBody": "json" }, "typeVersion": 4.2, "continueOnFail": true }, { "id": "67f4d00b-f241-4b14-975c-d02ed6eb1ecb", "name": "\ud83d\udea8 Notify: Missing Required Fields", "type": "n8n-nodes-base.httpRequest", "position": [ 1312, 768 ], "parameters": { "url": "={{ $('\u2699\ufe0f Config').first().json.slackWebhookUrl }}", "method": "POST", "options": {}, "jsonBody": "={{ JSON.stringify({\n \"text\": \"\u26a0\ufe0f Validation Failed\",\n \"blocks\": [\n {\n \"type\": \"header\",\n \"text\": { \"type\": \"plain_text\", \"text\": \"\u26a0\ufe0f Form Missing Required Fields\", \"emoji\": true }\n },\n {\n \"type\": \"section\",\n \"text\": { \"type\": \"mrkdwn\", \"text\": \"A Typeform submission was received but is missing required fields:\\n\\n*Email:* \" + ($json.clientEmail || '\u274c Missing') + \"\\n*Company:* \" + ($json.companyName || '\u274c Missing') + \"\\n\\n_This prospect may need manual follow-up if you have other contact info._\" }\n }\n ]\n}) }}", "sendBody": true, "specifyBody": "json" }, "typeVersion": 4.2, "continueOnFail": true }, { "id": "1d379c06-c99a-4313-a863-57917963c66a", "name": "Sticky Note Error", "type": "n8n-nodes-base.stickyNote", "position": [ 400, 624 ], "parameters": { "color": 6, "width": 1156, "height": 360, "content": "## \u26a0\ufe0f Error Handling\n\nCaptures issues at every stage:\n\n**Notify: GPT Parse Failed** \u2192 AI response wasn't valid JSON\n\n**Notify: Missing Required Fields** \u2192 Form submitted without email or company name\n\nBoth errors include client details so you can manually reach out" }, "typeVersion": 1 } ], "active": false, "settings": { "executionOrder": "v1" }, "versionId": "a9ce8e74-18da-448b-ac01-7e4f52a52b6b", "connections": { "\ud83d\udce5 Typeform Trigger": { "main": [ [ { "node": "\ud83d\udd04 Extract & Transform Data", "type": "main", "index": 0 } ] ] }, "\u2705 Check Required Fields": { "main": [ [ { "node": "\ud83d\udd00 Route: Quick Quote or Standard?", "type": "main", "index": 0 } ], [ { "node": "\ud83d\udea8 Notify: Missing Required Fields", "type": "main", "index": 0 } ] ] }, "\u2705 Check: Document Created?": { "main": [ [ { "node": "\ud83d\udcac Notify: Proposal Ready", "type": "main", "index": 0 } ], [ { "node": "\ud83d\udea8 Notify: PandaDoc Failed", "type": "main", "index": 0 } ] ] }, "\ud83d\udcc4 Create PandaDoc Document": { "main": [ [ { "node": "\u2705 Check: Document Created?", "type": "main", "index": 0 } ] ] }, "\ud83d\udccb Parse Milestone Response": { "main": [ [ { "node": "\ud83d\udd17 Combine Proposal + Milestones", "type": "main", "index": 0 } ] ] }, "\ud83d\udd04 Extract & Transform Data": { "main": [ [ { "node": "\u2705 Check Required Fields", "type": "main", "index": 0 } ] ] }, "\ud83e\udd16 AI: Generate Quick Quote": { "main": [ [ { "node": "\ud83d\udccb Parse AI Proposal Response", "type": "main", "index": 0 } ] ] }, "\u2705 Check: AI Parse Successful?": { "main": [ [ { "node": "\ud83d\udcc4 Create PandaDoc Document", "type": "main", "index": 0 } ], [ { "node": "\ud83d\udea8 Notify: GPT Parse Failed", "type": "main", "index": 0 } ] ] }, "\ud83d\udccb Parse AI Proposal Response": { "main": [ [ { "node": "\ud83e\udd16 AI: Generate Project Milestones", "type": "main", "index": 0 }, { "node": "\ud83d\udd17 Combine Proposal + Milestones", "type": "main", "index": 1 } ] ] }, "\ud83d\udd17 Combine Proposal + Milestones": { "main": [ [ { "node": "\u2705 Check: AI Parse Successful?", "type": "main", "index": 0 } ] ] }, "\ud83e\udd16 AI: Generate Standard Proposal": { "main": [ [ { "node": "\ud83d\udccb Parse AI Proposal Response", "type": "main", "index": 0 } ] ] }, "\ud83d\udd00 Route: Quick Quote or Standard?": { "main": [ [ { "node": "\ud83e\udd16 AI: Generate Quick Quote", "type": "main", "index": 0 } ], [ { "node": "\ud83e\udd16 AI: Generate Standard Proposal", "type": "main", "index": 0 } ] ] }, "\ud83e\udd16 AI: Generate Project Milestones": { "main": [ [ { "node": "\ud83d\udccb Parse Milestone Response", "type": "main", "index": 0 } ] ] } } }