David Olusola This workflow corresponds to n8n.io template #5082 — 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 →
{
"id": "UZFZZMrmUMPf3KRG",
"name": "Automated Proposal Generator",
"tags": [],
"nodes": [
{
"id": "712f76e1-2520-46c7-8268-eaa601e22dff",
"name": "Replace Text",
"type": "n8n-nodes-base.googleSlides",
"position": [
260,
200
],
"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": "={{ $json.Cost }}"
}
]
},
"options": {},
"operation": "replaceText",
"presentationId": "={{ $json.id }}"
},
"typeVersion": 2
},
{
"id": "3bdb5c98-f074-4e0f-a132-aed892b0247e",
"name": "OpenAI",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
760,
0
],
"parameters": {
"modelId": {
"__rl": true,
"mode": "list",
"value": "gpt-4o",
"cachedResultName": "GPT-4O"
},
"options": {},
"messages": {
"values": [
{
"role": "system",
"content": "You are David Olusola, CEO of DaeX AI - an expert in building AI automation systems for small businesses."
},
{
"content": "Your task is to generate a customized AI automation proposal using input data from a client discovery call. This proposal should be highly specific and professional, reflecting DaeX AI's expertise in n8n workflows, Google Sheets integration, messaging platform automation, and lead generation systems.\n\nContext: DaeX AI specializes in helping small businesses streamline operations, generate leads, and personalize customer engagement through intelligent automation systems.\n\nThe proposal template requires specific fields. Return them in this exact JSON 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 professional but approachable tone that reflects DaeX AI's expertise\n2. Focus on AI automation, workflow optimization, and measurable business outcomes\n3. Ensure all fields are completed - no empty variables\n4. Keep descriptions concise (14 words max for description fields)\n5. Reference specific tools like n8n, Google Sheets, and messaging platforms when relevant\n6. Include realistic timelines based on project complexity"
},
{
"content": "{\n \"companyName\":\"TechStart Solutions\",\n \"problem\": \"Manual lead qualification process taking 4+ hours daily, missing follow-ups, inconsistent customer communication\",\n \"solution\": \"AI-powered lead scoring system, automated email sequences, integrated CRM with smart notifications\",\n \"scope\": \"n8n workflow automation, Google Sheets integration, WhatsApp/Email automation, 30-day setup with training\",\n \"currentDate\":\"June 20 2025\",\n \"howSoon\": \"within 6 weeks\",\n \"depositCost\": \"$2,500\",\n}"
},
{
"role": "assistant",
"content": "{\n \"proposalTitle\": \"AI Automation System for TechStart Solutions\",\n \"descriptionName\": \"intelligent lead management and customer engagement automation designed to scale your operations\",\n \"oneParagraphProblemSummary\": \"TechStart Solutions is currently spending 4+ hours daily on manual lead qualification, missing critical follow-ups, and struggling with inconsistent customer communication. This manual approach is preventing growth and creating inefficiencies that compound as your business scales. Our AI automation system will eliminate these bottlenecks and create a seamless, intelligent workflow that operates 24/7.\",\n \"solutionHeadingOne\": \"AI-Powered Lead Scoring & Qualification\",\n \"solutionDescriptionOne\": \"Automated system that scores and qualifies leads instantly using intelligent algorithms.\",\n \"solutionHeadingTwo\": \"Smart Email & WhatsApp Automation\",\n \"solutionDescriptionTwo\": \"Personalized messaging sequences that nurture leads and maintain consistent customer communication.\",\n \"solutionHeadingThree\": \"Integrated CRM with Smart Notifications\",\n \"solutionDescriptionThree\": \"Centralized system with intelligent alerts ensuring no opportunities are missed.\",\n \"shortScopeTitleOne\": \"n8n Workflow Development\",\n \"shortScopeTitleTwo\": \"Google Sheets CRM Integration\",\n \"shortScopeTitleThree\": \"30-Day Setup with Training\",\n \"shortScopeDescriptionOne\": \"Custom automation workflows built specifically for your lead management process.\",\n \"shortScopeDescriptionTwo\": \"Seamless integration with your existing data and communication tools.\",\n \"shortScopeDescriptionThree\": \"Complete setup, testing, and team training for immediate implementation.\",\n \"milestoneOneDay\": \"July 1st, 2025\",\n \"milestoneTwoDay\": \"July 15th, 2025\",\n \"milestoneThreeDay\": \"July 25th, 2025\",\n \"milestoneFourDay\": \"August 1st, 2025\",\n \"milestoneDescriptionOne\": \"System architecture designed and n8n workflows built.\",\n \"milestoneDescriptionTwo\": \"Google Sheets integration and messaging automation configured.\",\n \"milestoneDescriptionThree\": \"Complete system testing and initial optimization.\",\n \"milestoneDescriptionFour\": \"Team training completed and system fully operational.\"\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
},
"credentials": {
"openAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 1.6
},
{
"id": "01abcd8b-f115-4ccf-b53e-3ba62740c760",
"name": "Google Drive",
"type": "n8n-nodes-base.googleDrive",
"position": [
60,
200
],
"parameters": {
"name": "={{ $json.message.content.proposalTitle }}",
"fileId": {
"__rl": true,
"mode": "id",
"value": "1fHzjDQtZouAwfv4kn5uvgpTWqwhTAlPrGkdtkbYBkNE"
},
"options": {
"copyRequiresWriterPermission": false
},
"operation": "copy"
},
"typeVersion": 3
},
{
"id": "138339d1-bbac-4e94-83ac-bf613b5d8baf",
"name": "Gmail",
"type": "n8n-nodes-base.gmail",
"position": [
520,
200
],
"parameters": {
"sendTo": "={{ $('On form submission').item.json.Email }}",
"message": "=Hi {{ $('On form submission').item.json['First Name'] }},\n\nGreat connecting with you today. I've put together a detailed automation proposal that addresses the specific challenges we discussed for {{ $('On form submission').item.json['Company Name'] }}.\n\nView your proposal here: https://docs.google.com/presentation/d/{{ $json.presentationId }}/edit\n\nThis outlines exactly how we'll streamline your operations and boost efficiency with our AI automation systems. The solution is designed specifically for your needs and includes everything from setup to training.\n\nHappy to jump on a quick call to walk through any questions or discuss next steps.\n\nBest,\nDavid Olusola\nCEO, DaeX AI",
"options": {
"appendAttribution": false
},
"subject": "Your Custom AI Automation Proposal - DaeX AI",
"emailType": "text"
},
"typeVersion": 2.1
},
{
"id": "85344c7a-c7c2-4d0b-b6bf-7a7886b87b16",
"name": "On form submission",
"type": "n8n-nodes-base.formTrigger",
"position": [
540,
0
],
"parameters": {
"options": {
"appendAttribution": false
},
"formTitle": "DaeX AI - Client Discovery Form",
"formFields": {
"values": [
{
"fieldLabel": "First Name",
"requiredField": true
},
{
"fieldLabel": "Last Name",
"requiredField": true
},
{
"fieldLabel": "Company Name",
"requiredField": true
},
{
"fieldType": "email",
"fieldLabel": "Email",
"requiredField": true
},
{
"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 captures client requirements and automatically generates a customized AI automation proposal."
},
"typeVersion": 2.2
},
{
"id": "caf30bb1-a385-491d-b17c-0e3a906063c8",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-20,
-120
],
"parameters": {
"color": 4,
"width": 1260,
"height": 440,
"content": "## Automated Proposal Generator\n**Intelligent AI automation proposals generated from client discovery calls**\n\nBuilt by David Olusola\n\nSetup Instructions:\n\n*Configure OpenAI credentials in the OpenAI node\nUpdate Google Slides template ID in Google Drive node\nSet up Gmail credentials for automated sending\nCreate your proposal template in Google Slides with placeholder variables\nTest workflow with sample data before going live\nActivate workflow to start generating proposals automatically.*"
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "b3e5098d-3df0-49f1-a250-f4e520e7b446",
"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
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
openAiApi
Pro
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About this workflow
When you fill out the form with business challenges and requirements GPT-4 analyzes the input and generates a customized proposal using your template System automatically creates a Google Slides presentation with personalized content Professional proposal email is sent directly…
Source: https://n8n.io/workflows/5082/ — original creator credit. Request a take-down →
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