{ "id": "TyRa6OQry8lTHZFw", "meta": { "templateCredsSetupCompleted": true }, "name": "Generate and send personalized client proposals by client type via email with AI", "tags": [], "nodes": [ { "id": "906e7e49-1fa0-4d21-9bfe-4f258e72e536", "name": "Sticky Note - Overview", "type": "n8n-nodes-base.stickyNote", "position": [ -80, 208 ], "parameters": { "width": 880, "height": 820, "content": "## Generate and send personalized client proposals by client type via email with AI\n\n### Who's it for\n- Sales teams sending 10+ proposals per week who need consistent, branded output\n- Freelancers and agencies automating their proposal pipeline from a CRM or web form\n- Business development teams wanting AI-written proposals without manual copy work\n- Service businesses with multiple client tiers needing different pricing and tone per segment\n\n### How it works\n1. Client submits a request via webhook POST from a CRM, contact form, or API\n2. Alternatively, a scheduler polls a form submission queue every hour\n3. All field name variants are normalised into a consistent schema\n4. JS validates required fields and classifies the budget into a tier (starter / growth / enterprise / enterprise+)\n5. Invalid requests receive a polite error email with the missing fields listed\n6. A Switch node routes valid requests to one of five templates based on client type: startup, enterprise, agency, nonprofit, or standard\n7. Conditional pricing logic applies base prices, line items per service, and client-type discounts\n8. AI generates a 7-section personalized proposal using the client data, pricing, and template context\n9. A JS node formats the proposal into a branded HTML email with an investment breakdown table\n10. The proposal is sent to the client via SendGrid, logged to Google Sheets, and a Slack alert is sent to the team\n11. A 200 success response is returned to the webhook caller\n\n### How to customize\n- Add new client types by creating a new Set node with template fields and adding a condition to the Switch node\n- Adjust pricing tiers and base rates in `JS - Conditional Pricing Logic` under the `basePrices` object\n- Change discount rules per client type in the same node \u2014 currently nonprofits get 20% and early-stage startups get 10%\n- Modify the 7-section proposal structure by editing the section headings in the AI prompt inside `AI - Generate Proposal Copy`\n- Add a PDF generation step after `JS - Format Proposal Document` using an HTML-to-PDF service like Puppeteer or WeasyPrint\n- Swap SendGrid for the native Gmail node if you prefer Google Workspace delivery\n- Extend the Google Sheet columns to track proposal acceptance status and follow-up dates" }, "typeVersion": 1 }, { "id": "7741b45d-f9f2-4065-a8f2-02e0e50782f3", "name": "Sticky Note - Trigger", "type": "n8n-nodes-base.stickyNote", "position": [ 992, 432 ], "parameters": { "color": 4, "width": 764, "height": 500, "content": "## 1. Trigger & Intake\n\nAccepts POST from any CRM, form, or API.\nAlso polls hourly as a fallback.\nNormalizes all field name variants." }, "typeVersion": 1 }, { "id": "7afff03e-dc30-4181-b123-e6102b56c965", "name": "Sticky Note - Validate", "type": "n8n-nodes-base.stickyNote", "position": [ 1808, 384 ], "parameters": { "color": 4, "width": 764, "height": 1124, "content": "## 2. Validate & Classify\n\nChecks required fields, converts budget to numeric, assigns budgetTier. Invalid requests branch to a polite error email." }, "typeVersion": 1 }, { "id": "0c7a8723-aac6-44a8-b599-78a28382dde6", "name": "Sticky Note - AI Generation", "type": "n8n-nodes-base.stickyNote", "position": [ 2656, 448 ], "parameters": { "color": 4, "width": 708, "height": 620, "content": "## 3. Template Selection & AI Generation\n\nSwitch routes by clientType to one of 5 templates. Pricing logic applies discounts and builds line items. AI generates a 7-section personalized proposal." }, "typeVersion": 1 }, { "id": "ea7a829e-9a1f-49cf-a9f2-784fa83efe00", "name": "Sticky Note - Deliver", "type": "n8n-nodes-base.stickyNote", "position": [ 3472, 336 ], "parameters": { "color": 4, "width": 1196, "height": 796, "content": "## 4. Deliver & Track\n\nFormats branded HTML proposal, sends to client via SendGrid, logs to Google Sheets, notifies team on Slack, and returns a webhook response." }, "typeVersion": 1 }, { "id": "0e113acb-cf08-4002-a087-e507bfa880e7", "name": "Webhook - New Proposal Request", "type": "n8n-nodes-base.webhook", "position": [ 1056, 592 ], "parameters": { "path": "proposal-request", "options": {}, "httpMethod": "POST", "responseMode": "responseNode" }, "typeVersion": 1.1 }, { "id": "1b00d593-ad8e-4532-80f9-debe72c2a94b", "name": "Poll - Hourly Form Submissions", "type": "n8n-nodes-base.scheduleTrigger", "position": [ 1056, 768 ], "parameters": { "rule": { "interval": [ { "field": "cronExpression", "expression": "0 * * * *" } ] } }, "typeVersion": 1.2 }, { "id": "8a613abb-ce48-46fc-80b7-3bcd398b190b", "name": "Normalize Client Data", "type": "n8n-nodes-base.set", "position": [ 1248, 688 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "f001", "name": "clientName", "type": "string", "value": "={{ $json.clientName || $json.body?.clientName || $json.body?.client_name || '' }}" }, { "id": "f002", "name": "clientEmail", "type": "string", "value": "={{ $json.clientEmail || $json.body?.clientEmail || $json.body?.client_email || '' }}" }, { "id": "f003", "name": "companyName", "type": "string", "value": "={{ $json.companyName || $json.body?.companyName || $json.body?.company || 'N/A' }}" }, { "id": "f004", "name": "projectScope", "type": "string", "value": "={{ $json.projectScope || $json.body?.projectScope || $json.body?.scope || '' }}" }, { "id": "f005", "name": "servicesNeeded", "type": "string", "value": "={{ $json.servicesNeeded || $json.body?.servicesNeeded || $json.body?.services || '' }}" }, { "id": "f006", "name": "budget", "type": "string", "value": "={{ $json.budget || $json.body?.budget || '0' }}" }, { "id": "f007", "name": "timeline", "type": "string", "value": "={{ $json.timeline || $json.body?.timeline || '30 days' }}" }, { "id": "f008", "name": "clientType", "type": "string", "value": "={{ ($json.clientType || $json.body?.clientType || $json.body?.client_type || 'standard').toLowerCase() }}" }, { "id": "f009", "name": "industry", "type": "string", "value": "={{ $json.industry || $json.body?.industry || 'General' }}" }, { "id": "f010", "name": "submittedAt", "type": "string", "value": "={{ new Date().toISOString() }}" }, { "id": "f011", "name": "requestId", "type": "string", "value": "={{ 'PRO-' + Date.now().toString().slice(-8) }}" } ] } }, "typeVersion": 3.4 }, { "id": "4eeb75f1-0fd3-418e-a976-de6160c70973", "name": "JS - Validate and Classify", "type": "n8n-nodes-base.code", "position": [ 1584, 688 ], "parameters": { "mode": "runOnceForEachItem", "jsCode": "const item = $input.item.json;\nconst errors = [];\nconst required = ['clientName', 'clientEmail', 'projectScope', 'budget'];\nfor (const field of required) {\n if (!item[field] || item[field].toString().trim() === '') {\n errors.push('Missing required field: ' + field);\n }\n}\nconst budgetRaw = String(item.budget || '0').replace(/[,$\\s]/g, '');\nconst budgetNumeric = parseFloat(budgetRaw) || 0;\nlet budgetTier = 'starter';\nif (budgetNumeric >= 50000) budgetTier = 'enterprise_plus';\nelse if (budgetNumeric >= 10000) budgetTier = 'enterprise';\nelse if (budgetNumeric >= 1000) budgetTier = 'growth';\nreturn {\n json: {\n ...item,\n budgetNumeric,\n budgetTier,\n isValid: errors.length === 0,\n validationErrors: errors\n }\n};" }, "typeVersion": 2 }, { "id": "f998ca29-463a-4a0b-a8d2-1feb2aa828b9", "name": "Filter - Valid Requests Only", "type": "n8n-nodes-base.filter", "position": [ 1872, 688 ], "parameters": { "options": {}, "conditions": { "options": { "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "cond-valid-001", "operator": { "type": "boolean", "operation": "equals" }, "leftValue": "={{ $json.isValid }}", "rightValue": true } ] } }, "typeVersion": 2.2 }, { "id": "4ce22f88-8855-45c0-91c9-8a756741be61", "name": "Send Validation Error Notice", "type": "n8n-nodes-base.httpRequest", "position": [ 2176, 1056 ], "parameters": { "url": "https://api.sendgrid.com/v3/mail/send", "method": "POST", "options": {}, "jsonBody": "={\n \"personalizations\": [{\"to\": [{\"email\": \"{{ $json.clientEmail }}\"}]}],\n \"from\": {\"email\": \"proposals@yourcompany.com\", \"name\": \"Your Company\"},\n \"subject\": \"Missing info on your proposal request\",\n \"content\": [{\"type\": \"text/plain\", \"value\": \"Hi {{ $json.clientName }},\\n\\nWe received your request but some required information was missing: {{ $json.validationErrors.join(', ') }}\\n\\nPlease resubmit with complete details.\\n\\nBest regards,\\nThe Proposals Team\"}]\n}", "sendBody": true, "specifyBody": "json" }, "typeVersion": 4.2 }, { "id": "1234e213-cf8c-4c6f-9031-49e12cfdb6c7", "name": "Switch - Client Type Router", "type": "n8n-nodes-base.switch", "position": [ 2080, 672 ], "parameters": { "rules": { "values": [ { "outputKey": "startup", "conditions": { "options": { "leftValue": "", "caseSensitive": false, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "sw-cond-001", "operator": { "type": "string", "operation": "equals" }, "leftValue": "={{ $json.clientType }}", "rightValue": "startup" } ] }, "renameOutput": true }, { "outputKey": "enterprise", "conditions": { "options": { "leftValue": "", "caseSensitive": false, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "sw-cond-002", "operator": { "type": "string", "operation": "equals" }, "leftValue": "={{ $json.clientType }}", "rightValue": "enterprise" } ] }, "renameOutput": true }, { "outputKey": "agency", "conditions": { "options": { "leftValue": "", "caseSensitive": false, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "sw-cond-003", "operator": { "type": "string", "operation": "equals" }, "leftValue": "={{ $json.clientType }}", "rightValue": "agency" } ] }, "renameOutput": true }, { "outputKey": "nonprofit", "conditions": { "options": { "leftValue": "", "caseSensitive": false, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "sw-cond-004", "operator": { "type": "string", "operation": "equals" }, "leftValue": "={{ $json.clientType }}", "rightValue": "nonprofit" } ] }, "renameOutput": true } ] }, "options": { "fallbackOutput": "extra" } }, "typeVersion": 3.2 }, { "id": "8cb0449c-32bf-47bc-9458-9a62add27298", "name": "Template - Startup", "type": "n8n-nodes-base.set", "position": [ 2368, 528 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "t1f1", "name": "templateName", "type": "string", "value": "Startup Growth Package" }, { "id": "t1f2", "name": "templateId", "type": "string", "value": "TPL-STARTUP-001" }, { "id": "t1f3", "name": "headerColor", "type": "string", "value": "#6C63FF" }, { "id": "t1f4", "name": "defaultPaymentTerms", "type": "string", "value": "50% upfront, 50% on delivery" }, { "id": "t1f5", "name": "defaultWarranty", "type": "string", "value": "30-day bug-fix warranty included" }, { "id": "t1f6", "name": "templateFocus", "type": "string", "value": "agile delivery, lean MVP, fast time-to-market" } ] } }, "typeVersion": 3.4 }, { "id": "02a62613-2b75-4a71-afbc-5c66202872de", "name": "Template - Enterprise", "type": "n8n-nodes-base.set", "position": [ 2384, 704 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "t2f1", "name": "templateName", "type": "string", "value": "Enterprise Solutions Package" }, { "id": "t2f2", "name": "templateId", "type": "string", "value": "TPL-ENT-001" }, { "id": "t2f3", "name": "headerColor", "type": "string", "value": "#1A365D" }, { "id": "t2f4", "name": "defaultPaymentTerms", "type": "string", "value": "Net 30, milestone-based billing" }, { "id": "t2f5", "name": "defaultWarranty", "type": "string", "value": "90-day SLA with dedicated support" }, { "id": "t2f6", "name": "templateFocus", "type": "string", "value": "scalability, security, compliance, enterprise integration" } ] } }, "typeVersion": 3.4 }, { "id": "c9baed48-0f6a-4bf5-9e7c-32db9addadf1", "name": "Template - Agency", "type": "n8n-nodes-base.set", "position": [ 2384, 880 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "t3f1", "name": "templateName", "type": "string", "value": "Agency White-Label Package" }, { "id": "t3f2", "name": "templateId", "type": "string", "value": "TPL-AGENCY-001" }, { "id": "t3f3", "name": "headerColor", "type": "string", "value": "#2D6A4F" }, { "id": "t3f4", "name": "defaultPaymentTerms", "type": "string", "value": "Monthly retainer or project-based" }, { "id": "t3f5", "name": "defaultWarranty", "type": "string", "value": "Unlimited revisions within project scope" }, { "id": "t3f6", "name": "templateFocus", "type": "string", "value": "white-label delivery, reseller margins, quick turnaround" } ] } }, "typeVersion": 3.4 }, { "id": "a51b47c7-955c-4f0a-a62e-c0e9f521e0f9", "name": "Template - Nonprofit", "type": "n8n-nodes-base.set", "position": [ 2384, 1040 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "t4f1", "name": "templateName", "type": "string", "value": "Nonprofit Impact Package" }, { "id": "t4f2", "name": "templateId", "type": "string", "value": "TPL-NPO-001" }, { "id": "t4f3", "name": "headerColor", "type": "string", "value": "#E07B39" }, { "id": "t4f4", "name": "defaultPaymentTerms", "type": "string", "value": "Grant-cycle aligned billing, flexible terms" }, { "id": "t4f5", "name": "defaultWarranty", "type": "string", "value": "60-day support, discounted rate on extensions" }, { "id": "t4f6", "name": "templateFocus", "type": "string", "value": "mission-driven value, social impact, cost-efficiency" } ] } }, "typeVersion": 3.4 }, { "id": "6d6b1581-4c0f-4831-aa4c-0828324de4d6", "name": "Template - Standard Default", "type": "n8n-nodes-base.set", "position": [ 2384, 1232 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "t5f1", "name": "templateName", "type": "string", "value": "Standard Business Package" }, { "id": "t5f2", "name": "templateId", "type": "string", "value": "TPL-STD-001" }, { "id": "t5f3", "name": "headerColor", "type": "string", "value": "#334155" }, { "id": "t5f4", "name": "defaultPaymentTerms", "type": "string", "value": "50% upfront, 50% on delivery" }, { "id": "t5f5", "name": "defaultWarranty", "type": "string", "value": "30-day support included" }, { "id": "t5f6", "name": "templateFocus", "type": "string", "value": "reliable delivery, clear milestones, professional quality" } ] } }, "typeVersion": 3.4 }, { "id": "e569f898-3f49-45ec-bbc6-f2a96ef4a198", "name": "JS - Conditional Pricing Logic", "type": "n8n-nodes-base.code", "position": [ 2736, 688 ], "parameters": { "mode": "runOnceForEachItem", "jsCode": "const item = $input.item.json;\nconst tier = item.budgetTier || 'starter';\nconst clientType = (item.clientType || 'standard').toLowerCase();\nconst services = (item.servicesNeeded || '').toLowerCase();\n\nconst basePrices = {\n starter: { setup: 500, monthly: 200, hourly: 75 },\n growth: { setup: 2000, monthly: 800, hourly: 100 },\n enterprise: { setup: 8000, monthly: 3000, hourly: 150 },\n enterprise_plus: { setup: 20000, monthly: 8000, hourly: 200 }\n};\nconst price = basePrices[tier] || basePrices['starter'];\n\nlet discountPct = 0;\nif (clientType === 'nonprofit') discountPct = 20;\nelse if (clientType === 'startup' && (item.budgetNumeric || 0) < 5000) discountPct = 10;\nconst discountLabel = discountPct > 0 ? (discountPct + '% ' + clientType + ' discount applied') : 'No discount';\n\nconst lineItems = [];\nif (services.includes('design') || services.includes('ui') || services.includes('ux')) {\n lineItems.push({ service: 'UI/UX Design', price: price.hourly * 20 });\n}\nif (services.includes('development') || services.includes('dev') || services.includes('code')) {\n lineItems.push({ service: 'Software Development', price: price.hourly * 40 });\n}\nif (services.includes('seo') || services.includes('marketing')) {\n lineItems.push({ service: 'SEO & Digital Marketing', price: price.monthly });\n}\nif (services.includes('consulting') || services.includes('strategy')) {\n lineItems.push({ service: 'Strategy & Consulting', price: price.hourly * 10 });\n}\nif (services.includes('maintenance') || services.includes('support')) {\n lineItems.push({ service: 'Ongoing Support & Maintenance', price: price.monthly });\n}\nif (lineItems.length === 0) {\n lineItems.push({ service: 'Custom Project Delivery', price: price.setup });\n}\n\nconst subtotal = lineItems.reduce(function(sum, l) { return sum + l.price; }, 0);\nconst discountAmount = Math.round(subtotal * (discountPct / 100));\nconst total = subtotal - discountAmount;\n\nreturn {\n json: {\n ...item,\n pricingTier: tier,\n lineItems: lineItems,\n subtotal: subtotal,\n discountPct: discountPct,\n discountAmount: discountAmount,\n discountLabel: discountLabel,\n totalPrice: total,\n formattedTotal: '$' + total.toLocaleString(),\n currencyCode: 'USD'\n }\n};" }, "typeVersion": 2 }, { "id": "1a0aeea8-60a4-4b54-acc1-17c8316fec14", "name": "Wait - Rate Limit Buffer", "type": "n8n-nodes-base.wait", "position": [ 2960, 688 ], "parameters": { "amount": 2 }, "typeVersion": 1.1 }, { "id": "6f0e0885-5311-4b55-80fe-5167cec9fdaa", "name": "AI - Generate Proposal Copy", "type": "@n8n/n8n-nodes-langchain.agent", "position": [ 3120, 688 ], "parameters": { "text": "=You are an expert business proposal writer. Write a professional, persuasive, and personalized proposal for the client below. It must feel tailored \u2014 not generic.\n\n--- CLIENT ---\nName: {{ $json.clientName }}\nCompany: {{ $json.companyName }}\nIndustry: {{ $json.industry }}\nClient Type: {{ $json.clientType }}\n\n--- PROJECT ---\nScope: {{ $json.projectScope }}\nServices: {{ $json.servicesNeeded }}\nTimeline: {{ $json.timeline }}\nBudget: {{ $json.budget }}\n\n--- PRICING ---\nTotal: {{ $json.formattedTotal }}\nDiscount: {{ $json.discountLabel }}\nPayment Terms: {{ $json.defaultPaymentTerms }}\n\n--- TEMPLATE CONTEXT ---\nFocus: {{ $json.templateFocus }}\nWarranty: {{ $json.defaultWarranty }}\n\nWrite the proposal with these exact section headings:\n1. Executive Summary\n2. Our Understanding of Your Needs\n3. Proposed Solution and Deliverables\n4. Timeline and Milestones\n5. Investment Summary\n6. Why Choose Us\n7. Next Steps\n\nTone: professional but warm. No jargon. Maximum 500 words total.", "options": {}, "promptType": "define" }, "typeVersion": 1.6 }, { "id": "0778cdf9-114d-4f5e-aa37-881db7835a60", "name": "OpenAI Chat Model", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [ 3216, 912 ], "parameters": { "model": { "__rl": true, "mode": "list", "value": "gpt-4o-mini" }, "options": {} }, "credentials": { "openAiApi": { "name": "" } }, "typeVersion": 1.2 }, { "id": "ccff6f9a-50df-47c3-875f-8700002e2592", "name": "JS - Format Proposal Document", "type": "n8n-nodes-base.code", "position": [ 3568, 688 ], "parameters": { "mode": "runOnceForEachItem", "jsCode": "const item = $input.item.json;\nconst proposalText = item.output || item.response || item.text || 'Proposal content unavailable.';\n\nconst lineItemRows = (item.lineItems || []).map(function(l) {\n return '' + l.service + '$' + l.price.toLocaleString() + '';\n}).join('');\n\nconst discountRow = item.discountAmount > 0\n ? 'Discount (' + item.discountLabel + ')-$' + item.discountAmount.toLocaleString() + ''\n : '';\n\nconst hColor = item.headerColor || '#334155';\nconst today = new Date().toLocaleDateString('en-US', { year: 'numeric', month: 'long', day: 'numeric' });\n\nconst htmlProposal = '

Business Proposal

Prepared for ' + item.clientName + ' · ' + item.companyName + '

Proposal ID: ' + item.requestId + '    Date: ' + today + '    Template: ' + item.templateName + '    Timeline: ' + item.timeline + '
' + proposalText + '

Investment Breakdown

' + lineItemRows + discountRow + '
ServicePrice
Total Investment' + item.formattedTotal + '

Payment Terms: ' + item.defaultPaymentTerms + '
Warranty: ' + item.defaultWarranty + '

Accept This Proposal
This proposal is valid for 14 days. Questions? Reply to this email.
© ' + new Date().getFullYear() + ' Your Company Name. All rights reserved.
';\n\nreturn {\n json: {\n ...item,\n proposalText: proposalText,\n htmlProposal: htmlProposal,\n status: 'Proposal Generated',\n sentDate: new Date().toISOString().split('T')[0]\n }\n};" }, "typeVersion": 2 }, { "id": "348cbfd2-c6aa-418a-bb20-34a7a1a95fe8", "name": "Wait - Review Buffer", "type": "n8n-nodes-base.wait", "position": [ 3760, 688 ], "parameters": { "amount": 3 }, "typeVersion": 1.1 }, { "id": "8bd08989-65b9-4902-a82b-864bf0212210", "name": "Send Proposal Email", "type": "n8n-nodes-base.httpRequest", "position": [ 4032, 560 ], "parameters": { "url": "https://api.sendgrid.com/v3/mail/send", "method": "POST", "options": {}, "jsonBody": "={\n \"personalizations\": [{\"to\": [{\"email\": \"{{ $json.clientEmail }}\", \"name\": \"{{ $json.clientName }}\"}]}],\n \"from\": {\"email\": \"proposals@yourcompany.com\", \"name\": \"Your Company Proposals\"},\n \"reply_to\": {\"email\": \"proposals@yourcompany.com\"},\n \"subject\": \"Your Custom Proposal is Ready - {{ $json.requestId }}\",\n \"content\": [\n {\"type\": \"text/plain\", \"value\": \"Hi {{ $json.clientName }},\\n\\nYour proposal is ready.\\n\\nProposal ID: {{ $json.requestId }}\\nTotal Investment: {{ $json.formattedTotal }}\\nTimeline: {{ $json.timeline }}\\n\\nThis proposal is valid for 14 days. To accept, reply to this email.\\n\\nBest regards,\\nYour Company Team\"},\n {\"type\": \"text/html\", \"value\": \"{{ $json.htmlProposal }}\"}\n ]\n}", "sendBody": true, "specifyBody": "json" }, "typeVersion": 4.2 }, { "id": "59512372-1ba6-48fb-bcfd-450667b1e248", "name": "Log to Google Sheets Tracker", "type": "n8n-nodes-base.httpRequest", "position": [ 4048, 736 ], "parameters": { "url": "https://sheets.googleapis.com/v4/spreadsheets/YOUR_SHEET_ID/values/Proposals!A1:append?valueInputOption=USER_ENTERED", "method": "POST", "options": {}, "jsonBody": "={\n \"values\": [[\n \"{{ $json.requestId }}\",\n \"{{ $json.sentDate }}\",\n \"{{ $json.clientName }}\",\n \"{{ $json.clientEmail }}\",\n \"{{ $json.companyName }}\",\n \"{{ $json.clientType }}\",\n \"{{ $json.industry }}\",\n \"{{ $json.templateName }}\",\n \"{{ $json.budgetTier }}\",\n \"{{ $json.formattedTotal }}\",\n \"{{ $json.timeline }}\",\n \"Sent\",\n \"{{ new Date().toISOString() }}\"\n ]]\n}", "sendBody": true, "specifyBody": "json" }, "typeVersion": 4.2 }, { "id": "38b1a722-1245-4452-a954-d8210fb6e61c", "name": "Notify Team - Slack", "type": "n8n-nodes-base.httpRequest", "position": [ 4048, 944 ], "parameters": { "url": "https://hooks.slack.com/services/YOUR/SLACK/WEBHOOK", "method": "POST", "options": {}, "jsonBody": "={\n \"text\": \"New Proposal Sent\",\n \"blocks\": [\n {\n \"type\": \"section\",\n \"text\": {\n \"type\": \"mrkdwn\",\n \"text\": \":page_facing_up: *New Proposal Sent*\\n*Client:* {{ $json.clientName }} ({{ $json.companyName }})\\n*ID:* `{{ $json.requestId }}`\\n*Template:* {{ $json.templateName }}\\n*Total:* *{{ $json.formattedTotal }}*\\n*Timeline:* {{ $json.timeline }}\\n*Email:* {{ $json.clientEmail }}\"\n }\n }\n ]\n}", "sendBody": true, "specifyBody": "json" }, "typeVersion": 4.2 }, { "id": "bf014d73-f6d6-4a5d-bc26-7b1c755114e2", "name": "Webhook Response - Success", "type": "n8n-nodes-base.respondToWebhook", "position": [ 4352, 576 ], "parameters": { "options": {}, "respondWith": "json", "responseBody": "={{ JSON.stringify({ success: true, requestId: $json.requestId, message: 'Proposal sent to ' + $json.clientEmail, total: $json.formattedTotal }) }}" }, "typeVersion": 1.1 }, { "id": "9b2c8db0-9aa9-4426-b413-0fbc2dad4280", "name": "Wait - Data", "type": "n8n-nodes-base.wait", "position": [ 1424, 688 ], "parameters": {}, "typeVersion": 1.1 } ], "active": false, "settings": { "executionOrder": "v1" }, "versionId": "9a9f6411-d529-48d6-b9c1-14f962cdc58b", "connections": { "Wait - Data": { "main": [ [ { "node": "JS - Validate and Classify", "type": "main", "index": 0 } ] ] }, "OpenAI Chat Model": { "ai_languageModel": [ [ { "node": "AI - Generate Proposal Copy", "type": "ai_languageModel", "index": 0 } ] ] }, "Template - Agency": { "main": [ [ { "node": "JS - Conditional Pricing Logic", "type": "main", "index": 0 } ] ] }, "Template - Startup": { "main": [ [ { "node": "JS - Conditional Pricing Logic", "type": "main", "index": 0 } ] ] }, "Send Proposal Email": { "main": [ [ { "node": "Webhook Response - Success", "type": "main", "index": 0 } ] ] }, "Template - Nonprofit": { "main": [ [ { "node": "JS - Conditional Pricing Logic", "type": "main", "index": 0 } ] ] }, "Wait - Review Buffer": { "main": [ [ { "node": "Send Proposal Email", "type": "main", "index": 0 }, { "node": "Log to Google Sheets Tracker", "type": "main", "index": 0 }, { "node": "Notify Team - Slack", "type": "main", "index": 0 } ] ] }, "Normalize Client Data": { "main": [ [ { "node": "Wait - Data", "type": "main", "index": 0 } ] ] }, "Template - Enterprise": { "main": [ [ { "node": "JS - Conditional Pricing Logic", "type": "main", "index": 0 } ] ] }, "Wait - Rate Limit Buffer": { "main": [ [ { "node": "AI - Generate Proposal Copy", "type": "main", "index": 0 } ] ] }, "JS - Validate and Classify": { "main": [ [ { "node": "Filter - Valid Requests Only", "type": "main", "index": 0 } ] ] }, "AI - Generate Proposal Copy": { "main": [ [ { "node": "JS - Format Proposal Document", "type": "main", "index": 0 } ] ] }, "Switch - Client Type Router": { "main": [ [ { "node": "Template - Startup", "type": "main", "index": 0 } ], [ { "node": "Template - Enterprise", "type": "main", "index": 0 } ], [ { "node": "Template - Agency", "type": "main", "index": 0 } ], [ { "node": "Template - Nonprofit", "type": "main", "index": 0 } ], [ { "node": "Template - Standard Default", "type": "main", "index": 0 }, { "node": "Send Validation Error Notice", "type": "main", "index": 0 } ] ] }, "Template - Standard Default": { "main": [ [ { "node": "JS - Conditional Pricing Logic", "type": "main", "index": 0 } ] ] }, "Filter - Valid Requests Only": { "main": [ [ { "node": "Switch - Client Type Router", "type": "main", "index": 0 } ] ] }, "JS - Format Proposal Document": { "main": [ [ { "node": "Wait - Review Buffer", "type": "main", "index": 0 } ] ] }, "JS - Conditional Pricing Logic": { "main": [ [ { "node": "Wait - Rate Limit Buffer", "type": "main", "index": 0 } ] ] }, "Poll - Hourly Form Submissions": { "main": [ [ { "node": "Normalize Client Data", "type": "main", "index": 0 } ] ] }, "Webhook - New Proposal Request": { "main": [ [ { "node": "Normalize Client Data", "type": "main", "index": 0 } ] ] } } }