Gerald Denor This workflow corresponds to n8n.io template #4359 — we link there as the canonical source.
This workflow follows the Form Trigger → Gmail recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"meta": {
"templateCredsSetupCompleted": false
},
"name": "AI Proposal Generator System",
"tags": [],
"nodes": [
{
"id": "12f23b4f-a653-45ad-87b7-e60ba30e70cb",
"name": "Replace Text",
"type": "n8n-nodes-base.googleSlides",
"position": [
1300,
1100
],
"parameters": {
"textUi": {
"textValues": [
{
"text": "{{proposalTitle}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.proposalTitle }}"
},
{
"text": "{{descriptionName}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.descriptionName }}"
},
{
"text": "{{oneParagraphProblemSummary}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.oneParagraphProblemSummary }}"
},
{
"text": "{{solutionHeadingOne}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.solutionHeadingOne }}"
},
{
"text": "{{solutionHeadingTwo}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.solutionHeadingTwo }}"
},
{
"text": "{{solutionHeadingThree}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.solutionHeadingThree }}"
},
{
"text": "{{solutionDescriptionOne}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.solutionDescriptionOne }}"
},
{
"text": "{{solutionDescriptionTwo}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.solutionDescriptionTwo }}"
},
{
"text": "{{solutionDescriptionThree}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.solutionDescriptionThree }}"
},
{
"text": "{{shortScopeTitleOne}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.shortScopeTitleOne }}"
},
{
"text": "{{shortScopeTitleTwo}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.shortScopeTitleTwo }}"
},
{
"text": "{{shortScopeTitleThree}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.shortScopeTitleThree }}"
},
{
"text": "{{shortScopeDescriptionOne}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.shortScopeDescriptionOne }}"
},
{
"text": "{{shortScopeDescriptionTwo}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.shortScopeDescriptionTwo }}"
},
{
"text": "{{shortScopeDescriptionThree}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.shortScopeDescriptionThree }}"
},
{
"text": "{{milestoneOneDay}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.milestoneOneDay }}"
},
{
"text": "{{milestoneTwoDay}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.milestoneTwoDay }}"
},
{
"text": "{{milestoneThreeDay}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.milestoneThreeDay }}"
},
{
"text": "{{milestoneFourDay}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.milestoneFourDay }}"
},
{
"text": "{{milestoneDescriptionOne}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.milestoneDescriptionOne }}"
},
{
"text": "{{milestoneDescriptionTwo}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.milestoneDescriptionTwo }}"
},
{
"text": "{{milestoneDescriptionThree}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.milestoneDescriptionThree }}"
},
{
"text": "{{milestoneDescriptionFour}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.milestoneDescriptionFour }}"
},
{
"text": "{{cost}}",
"replaceText": "={{ $('On form submission').item.json.Cost }}"
}
]
},
"options": {},
"operation": "replaceText",
"presentationId": "={{ $json.id }}"
},
"typeVersion": 2
},
{
"id": "da8060cf-ac55-439f-ab44-a973d5e4ee18",
"name": "OpenAI",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
700,
1100
],
"parameters": {
"modelId": {
"__rl": true,
"mode": "list",
"value": "gpt-4o",
"cachedResultName": "GPT-4O"
},
"options": {},
"messages": {
"values": [
{
"role": "system",
"content": "You are a helpful, intelligent writing assistant."
},
{
"content": "Your task is to generate a proposal using input data from a form. This proposal should be highly customized, specific, and high-quality, considering we're going to be sending it immediately after you're done.\n\nContext: we are an automation/no-code agency that develops systems revolving around growth, revenue ops, etc.\n\nThe proposal template we're using has many fields. You must return these fields in one JSON object.\n\nUse this format:\n\n{\n \"proposalTitle\": \"\",\n \"descriptionName\": \"\",\n \"oneParagraphProblemSummary\": \"\",\n \"solutionHeadingOne\": \"\",\n \"solutionDescriptionOne\": \"\",\n \"solutionHeadingTwo\": \"\",\n \"solutionDescriptionTwo\": \"\",\n \"solutionHeadingThree\": \"\",\n \"solutionDescriptionThree\":\"\",\n \"shortScopeTitleOne\": \"\",\n \"shortScopeTitleTwo\": \"\",\n \"shortScopeTitleThree\": \"\",\n \"shortScopeDescriptionOne\": \"\",\n \"shortScopeDescriptionTwo\": \"\",\n \"shortScopeDescriptionThree\": \"\",\n \"milestoneOneDay\": \"\",\n \"milestoneTwoDay\": \"\",\n \"milestoneThreeDay\": \"\",\n \"milestoneFourDay\": \"\",\n \"milestoneDescriptionOne\": \"\",\n \"milestoneDescriptionTwo\": \"\",\n \"milestoneDescriptionThree\": \"\",\n \"milestoneDescriptionFour\": \"\"\n}\n\nRules:\n1. Use a spartan, casual tone of voice.\n2. Be to-the-point but professional\u2014assume you're writing to a sophisticated audience.\n3. Ensure that all fields are filled out. Do not miss a field or leave any variables empty.\n4. Keep things short. If a field contains the term \"Description\" it should be no more than fourteen words. For \"descriptionName\" do not use title case."
},
{
"content": "{\n \"companyName\":\"1SecondCopy\",\n \"problem\": \"they can't generate leads. everything is referral based rn.\",\n \"solution\": \"cold email lead gen system, client reactivation system, and best in class sales training for closing\",\n \"scope\": \"1k/day cold email infra, 30k email leads, 4 weekly zoom sessions for sales training\",\n \"currentDate\":\"Feb 4 2025\",\n \"howSoon\": \"two months\",\n \"depositCost\": \"$1,845\",\n}"
},
{
"role": "assistant",
"content": "{\n \"proposalTitle\": \"Lead Gen System for 1SecondCopy\n\",\n \"descriptionName\": \"A simple, scalable lead generation system built to help grow your content efforts & connect you with the right people.\n\",\n \"oneParagraphProblemSummary\": \"Right now, 1SecondCopy is struggling with an inability to generate qualified leads. The majority of your new clients are referral-based, which, while always nice to have, is not scalable nor is it reliable. Building an alternative strategy\u2014one that allows you to take leads from cold -> close\u2014is vital to the health and longevity of the company, and it's what we're going to help you with.\n\",\n \"solutionHeadingOne\": \"Cold Outbound Lead Gen\",\n \"solutionDescriptionOne\": \"We'll put in place a robust cold-email-based system for you using best practices.\",\n \"solutionHeadingTwo\": \"Client Reactivation System\",\n \"solutionDescriptionTwo\": \"We'll build a simple, but high-ROI reactivation system to let you extract value from pre-existing clients.\",\n \"solutionHeadingThree\": \"Best-In-Class Sales Training\",\n \"solutionDescriptionThree\": \"We'll train your team with world-class setting & closing mechanisms.\",\n \"shortScopeTitleOne\": Cold email infrastructure that sends ~1K emails/day\",\n \"shortScopeTitleTwo\": \"30K high-quality scraped email leads (included)\",\n \"shortScopeTitleThree\": \"Four weekly one-hour sales training sessions over Zoom\",\n \"shortScopeDescriptionOne\": \"12 domains, 36 mailboxes, DNS optimization, and warmups included.\",\n \"shortScopeDescriptionTwo\": \"30,000 leads in your target market, delivered by CSV.\",\n \"shortScopeDescriptionThree\": \"We'll take your sales team from 0->1.\",\n \"milestoneOneDay\": \"February 8th, 2025\",\n \"milestoneTwoDay\": \"February 28th, 2025\",\n \"milestoneThreeDay\": \"March 10th, 2025\",\n \"milestoneFourDay\":\"March 17th-April 1st, 2025\",\n \"milestoneDescriptionOne\": \"Cold email system done & ready for warmup.\",\n \"milestoneDescriptionTwo\": \"Cold email system fully warmed up & operational.\",\n \"milestoneDescriptionThree\": \"10,000 outbound emails sent; analysis & training #1.\"\n \"milestoneDescriptionFour\":\"One sales training per week alongside iteration & handoff.\"\n}"
},
{
"content": "={\n \"companyName\":\"{{ $json['Company Name'] }}\",\n \"problem\": \"{{ $json.Problem }}\",\n \"solution\": \"{{ $json.Solution}}\",\n \"scope\": \"{{ $json.Scope }}\",\n \"currentDate\":\"{{ $now.toLocaleString({ dateStyle: 'medium' }) }}\",\n \"howSoon\": \"{{ $json['How soon?'] }}\",\n \"depositCost\": \"{{ $json.Cost }}\",\n}"
}
]
},
"jsonOutput": true
},
"typeVersion": 1.6
},
{
"id": "7e52e4c7-49da-499a-a9ea-3e421611fb87",
"name": "Google Drive",
"type": "n8n-nodes-base.googleDrive",
"position": [
1080,
1100
],
"parameters": {
"name": "={{ $json.message.content.proposalTitle }}",
"fileId": {
"__rl": true,
"mode": "id",
"value": "REPLACE_WITH_YOUR_GOOGLE_SLIDES_TEMPLATE_ID"
},
"options": {
"copyRequiresWriterPermission": false
},
"operation": "copy"
},
"typeVersion": 3
},
{
"id": "5a0508ab-4eaa-49f0-96f9-a664a1e7a5eb",
"name": "Gmail",
"type": "n8n-nodes-base.gmail",
"position": [
1520,
1100
],
"parameters": {
"sendTo": "={{ $('On form submission').item.json.Email }}",
"message": "=Hey {{ $('On form submission').item.json['First Name'] }},\n\nThanks for the great call earlier. I had a moment after our chat to put together a detailed proposal for you\u2014please take a look at your earliest convenience and let me know your thoughts.\n\nYou'll find it here: https://docs.google.com/presentation/d/{{ $json.presentationId }}/edit\n\nIf you have any questions, just ask. I've also sent over an invoice for the project (just to keep things convenient) and we can get started anytime that's sorted.\n\nThanks,\n[YOUR NAME]",
"options": {
"appendAttribution": false
},
"subject": "=Re: Proposal for {{ $('On form submission').item.json['Company Name'] }}",
"emailType": "text"
},
"typeVersion": 2.1
},
{
"id": "5be2415f-96f1-4e05-b589-bc4992c2a231",
"name": "On form submission",
"type": "n8n-nodes-base.formTrigger",
"position": [
480,
1100
],
"parameters": {
"options": {
"appendAttribution": false
},
"formTitle": "Sales Call Logging Form",
"formFields": {
"values": [
{
"fieldLabel": "First Name",
"requiredField": true
},
{
"fieldLabel": "Last Name",
"requiredField": true
},
{
"fieldLabel": "Company Name",
"requiredField": true
},
{
"fieldType": "email",
"fieldLabel": "Email"
},
{
"fieldLabel": "Website",
"requiredField": true
},
{
"fieldType": "textarea",
"fieldLabel": "Problem",
"requiredField": true
},
{
"fieldType": "textarea",
"fieldLabel": "Solution",
"requiredField": true
},
{
"fieldType": "textarea",
"fieldLabel": "Scope",
"requiredField": true
},
{
"fieldLabel": "Cost",
"requiredField": true
},
{
"fieldLabel": "How soon?",
"requiredField": true
}
]
},
"formDescription": "This form logs a sales call & automatically generates a proposal."
},
"typeVersion": 2.2
},
{
"id": "4ae579fb-779d-4312-a163-d438507b8918",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
440,
980
],
"parameters": {
"width": 1220,
"height": 280,
"content": "## Google Slides AI Proposal Generator\n**This flow generates proposals using AI and the free Google Slides solution**."
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"timezone": "UTC",
"callerPolicy": "workflowsFromSameOwner",
"executionOrder": "v1"
},
"connections": {
"OpenAI": {
"main": [
[
{
"node": "Google Drive",
"type": "main",
"index": 0
}
]
]
},
"Google Drive": {
"main": [
[
{
"node": "Replace Text",
"type": "main",
"index": 0
}
]
]
},
"Replace Text": {
"main": [
[
{
"node": "Gmail",
"type": "main",
"index": 0
}
]
]
},
"On form submission": {
"main": [
[
{
"node": "OpenAI",
"type": "main",
"index": 0
}
]
]
}
}
}
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About this workflow
This n8n workflow automates the entire proposal generation process using AI, transforming client requirements into professional, customized proposals delivered via email in seconds.
Source: https://n8n.io/workflows/4359/ — original creator credit. Request a take-down →
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