Sparsh From Automation Jinn 
This workflow corresponds to n8n.io template #11123 — we link there as the canonical source.
This workflow follows the Airtable → Chainllm 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": "4mKIHRtWISNsyOnT",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "AI proposal",
"tags": [],
"nodes": [
{
"id": "d70935b1-7828-40cd-86fe-6ed21784c8b5",
"name": "On form submission",
"type": "n8n-nodes-base.formTrigger",
"position": [
-304,
0
],
"parameters": {
"options": {},
"formTitle": "Client Proposal",
"formFields": {
"values": [
{
"fieldLabel": "Client First Name",
"requiredField": true
},
{
"fieldLabel": "Client Last Name",
"requiredField": true
},
{
"fieldType": "email",
"fieldLabel": "Client Email",
"requiredField": true
},
{
"fieldLabel": "Client Company Name",
"requiredField": true
},
{
"fieldType": "textarea",
"fieldLabel": "Client Industry",
"requiredField": true
},
{
"fieldLabel": "Client Website",
"requiredField": true
},
{
"fieldType": "textarea",
"fieldLabel": "Scope",
"requiredField": true
},
{
"fieldType": "number",
"fieldLabel": "Budget",
"requiredField": true
},
{
"fieldType": "textarea",
"fieldLabel": "Problem",
"requiredField": true
},
{
"fieldType": "textarea",
"fieldLabel": "Solution",
"requiredField": true
},
{
"fieldLabel": "Timeline",
"requiredField": true
},
{
"fieldType": "textarea",
"fieldLabel": "Deliverables",
"requiredField": true
}
]
},
"formDescription": "Generate a proposal for client"
},
"typeVersion": 2.2
},
{
"id": "5048a4ac-9ec8-42ca-b219-b07416e15630",
"name": "Basic LLM Chain",
"type": "@n8n/n8n-nodes-langchain.chainLlm",
"position": [
560,
0
],
"parameters": {
"text": "=Your task is to generate structured proposal content for a B2B automation project.\n\nSales Call Summary: {{ $('Get a transcript').item.json.data.summary }}\n\nHere are the client details submitted through the form:\n\nClient First Name: {{ $('On form submission').item.json['Client First Name'] }}\nClient Last Name: {{ $('On form submission').item.json['Client Last Name'] }}\nClient Email: {{ $('On form submission').item.json['Client Email'] }}\nClient Website: {{ $('On form submission').item.json['Client Website'] }}\n\nClient Company Name: {{ $('On form submission').item.json['Client Company Name'] }}\n\nIndustry / Business Context:\nThis client operates in the {{ $('On form submission').item.json['Client Industry'] }}industry. Tailor your writing tone, examples, and language to reflect this industry\u2019s typical operations, pain points, and workflow challenges.\n\nProject Details:\nScope: {{ $('On form submission').item.json['Scope'] }}\nProblem: {{ $('On form submission').item.json.Problem }}\nSolution: {{ $('On form submission').item.json.Solution }}\n\nBudget: {{ $('On form submission').item.json.Budget }}\nTimeline: {{ $('On form submission').item.json.Timeline }}\n\nPlease break scope, deliverables, and timelines into multiple structured parts of if the text suggests multiple items.\n\nPrevious draft if available:{{ $json.draftText }}\n\nPlease use this feeback to update the document and keep this in mind if available- {{ $json.lastFeedback }}. This is most important and please apply the feedback as given. Always change from the previous draft if it's available.",
"batching": {},
"messages": {
"messageValues": [
{
"message": "=Your task is to generate structured proposal content for a B2B automation project. You also have summary from Client Sales call for more context.\n\nPlease break scope, deliverables, and timeline into structured parts. It will be 4 parts for scope and deliverables and 3 for timeline. You will sometimes also receive previous draft text and reviewer feedback. Improve the draft accordingly while keeping structure consistent."
}
]
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 1.7
},
{
"id": "39679e69-e588-4366-96d7-d1ab0982f67d",
"name": "Azure OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatAzureOpenAi",
"position": [
560,
160
],
"parameters": {
"model": "Open AI",
"options": {}
},
"credentials": {
"azureOpenAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "a536a285-fa50-4562-a315-5047f84c99a8",
"name": "Structured Output Parser",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
720,
160
],
"parameters": {
"jsonSchemaExample": "{\n \"introduction\": \"Hi Sarah...\",\n \"client_problem\": \"You shared that your team is struggling with...\",\n \"proposed_solution\": \"Automation Jinn will implement...\",\n \"scope_of_work\": [\n \"Set up unified CRM automations\",\n \"Integrate payment \u2192 onboarding workflow\",\n \"Create reporting dashboards\"\n ],\n \"deliverables\": [\n \"Workflow automation setup\",\n \"Dashboard buildout\",\n \"Team training session\"\n ],\n \"timeline_breakdown\": [\n \"Week 1: Discovery & process mapping\",\n \"Week 2\u20133: Build & integration\",\n \"Week 4: QA testing & deployment\"\n ],\n \"investment\": \"$4,000 one-time automation project\",\n \"next_steps\": \"Please review and sign the proposal...\"\n}\n"
},
"typeVersion": 1.2
},
{
"id": "981dd3a7-3938-4d97-ae08-409250edb49a",
"name": "Create Document",
"type": "n8n-nodes-base.httpRequest",
"position": [
1104,
0
],
"parameters": {
"url": "https://api.pandadoc.com/public/v1/documents",
"method": "POST",
"options": {},
"jsonBody": "={\n \"name\": \"Automation Proposal - {{ $('On form submission').item.json['Client First Name'] }} {{ $('On form submission').item.json['Client Last Name'] }}\",\n\n \"template_uuid\": \"VWJryRNhNZdey4BTLp6XfJ\",\n\n \"recipients\": [\n {\n \"email\": \"{{ $('On form submission').item.json['Client Email'] }}\",\n \"first_name\": \"{{ $('On form submission').item.json['Client First Name'] }}\",\n \"last_name\": \"{{ $('On form submission').item.json['Client Last Name'] }}\",\n \"role\": \"Client\"\n }\n ],\n\n \"tokens\": [\n {\n \"name\": \"Client.FirstName\",\n \"value\": \"{{ $('On form submission').item.json['Client First Name'] }}\"\n },\n {\n \"name\": \"Client.LastName\",\n \"value\": \"{{ $('On form submission').item.json['Client Last Name'] }}\"\n },\n {\n \"name\": \"Client.Email\",\n \"value\": \"{{ $('On form submission').item.json['Client Email'] }}\"\n },\n {\n \"name\": \"Client.Company\",\n \"value\": \"{{ $('On form submission').item.json['Client Company Name'] }}\"\n },\n {\n \"name\": \"client_website\",\n \"value\": \"{{ $('On form submission').item.json['Client Website'] }}\"\n },\n\n {\n \"name\": \"introduction\",\n \"value\": \"{{ $json.output.introduction }}\"\n },\n {\n \"name\": \"client_problem\",\n \"value\": \"{{ $json.output.client_problem }}\"\n },\n {\n \"name\": \"proposed_solution\",\n \"value\": \"{{ $json.output.proposed_solution }}\"\n },\n\n \n {\n \"name\": \"scope_1\",\n \"value\": \"{{ $json.output.scope_of_work[0] }}\"\n },\n {\n \"name\": \"scope_2\",\n \"value\": \"{{ $json.output.scope_of_work[1] }}\"\n },\n {\n \"name\": \"scope_3\",\n \"value\": \"{{ $json.output.scope_of_work[2] }}\"\n },\n{\n \"name\": \"scope_4\",\n \"value\": \"{{ $json.output.scope_of_work[3] }}\"\n },\n \n {\n \"name\": \"deliverable_1\",\n \"value\": \"{{ $json.output.deliverables[0] }}\"\n },\n {\n \"name\": \"deliverable_2\",\n \"value\": \"{{ $json.output.deliverables[1] }}\"\n },\n {\n \"name\": \"deliverable_3\",\n \"value\": \"{{ $json.output.deliverables[2] }}\"\n },\n{\n \"name\": \"deliverable_4\",\n \"value\": \"{{ $json.output.deliverables[3] }}\"\n },\n\n \n {\n \"name\": \"timeline_1\",\n \"value\": \"{{ $json.output.timeline_breakdown[0] }}\"\n },\n {\n \"name\": \"timeline_2\",\n \"value\": \"{{ $json.output.timeline_breakdown[1] }}\"\n },\n {\n \"name\": \"timeline_3\",\n \"value\": \"{{ $json.output.timeline_breakdown[2] }}\"\n },\n\n {\n \"name\": \"investment\",\n \"value\": \"{{ $json.output.investment }}\"\n },\n {\n \"name\": \"next_steps\",\n \"value\": \"{{ $json.output.next_steps }}\"\n }\n ],\n\"pricing_tables\": [\n {\n \"name\": \"Pricing Table 1\",\n \"options\": {\n \"currency\": \"USD\"\n },\n \"sections\": [\n {\n \"title\": \"Services\",\n \"default\": true,\n \"rows\": [\n {\n \"options\": {\n \"optional\": false,\n \"selected\": false\n },\n \"data\": {\n \"name\": \"Automation & Integration Project\",\n \"price\": {{ $('On form submission').item.json.Budget }} ,\n \"qty\": 1\n }\n }\n ]\n }\n ]\n }\n]\n\n \n\n}\n",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "API-Key <Your API Key>"
},
{
"name": "accept",
"value": "application/json"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "db219f8f-130f-43a7-807b-13d2388c18df",
"name": "If",
"type": "n8n-nodes-base.if",
"position": [
1712,
0
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "1ff9da4a-b209-41be-ba04-73a57feacb1a",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.data['Do you want to approve?'] }}",
"rightValue": "Approve"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "af28605d-cde4-43a1-9e9d-7247c7860411",
"name": "Send Document",
"type": "n8n-nodes-base.httpRequest",
"position": [
2240,
-16
],
"parameters": {
"url": "=https://api.pandadoc.com/public/v1/documents/{{ $('Create Document').item.json.id }}/send ",
"method": "POST",
"options": {},
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "API-Key <Your API Key>"
},
{
"name": "accept",
"value": "application/json"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "42c90063-ed48-40fa-a9de-9c9d44c2fd4a",
"name": "Wait",
"type": "n8n-nodes-base.wait",
"position": [
2080,
-16
],
"parameters": {
"amount": 10
},
"typeVersion": 1.1
},
{
"id": "b1bcb829-05ee-45c6-b5c1-1f3c269ce826",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
480,
-64
],
"parameters": {
"color": 4,
"width": 432,
"height": 384,
"content": "## AI Content Generator for Proposal"
},
"typeVersion": 1
},
{
"id": "4ce48e6f-b0e4-4ae8-8216-386e01e5a77f",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
944,
-64
],
"parameters": {
"color": 6,
"width": 432,
"height": 256,
"content": "## Proposal Creation using PandaDoc"
},
"typeVersion": 1
},
{
"id": "698427fc-6d8b-4fc0-afd4-019ea34fbd13",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1456,
-64
],
"parameters": {
"color": 3,
"width": 448,
"height": 272,
"content": "## Human Approval using Slack"
},
"typeVersion": 1
},
{
"id": "085d8d3b-fb68-42e3-b553-727bba2f7c80",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
2032,
-80
],
"parameters": {
"color": 5,
"width": 512,
"height": 304,
"content": "## Sending Proposal using PandaDoc"
},
"typeVersion": 1
},
{
"id": "a65ddf21-93b8-4a66-8985-a38db112679a",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-352,
-64
],
"parameters": {
"width": 224,
"height": 240,
"content": "## Form Trigger"
},
"typeVersion": 1
},
{
"id": "907c28a8-4264-4f85-ae0d-41254ce19415",
"name": "Set Initial Variables",
"type": "n8n-nodes-base.set",
"position": [
352,
0
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "be914194-0a63-410a-9a46-966d236163e5",
"name": "=draftText",
"type": "string",
"value": "\"\""
},
{
"id": "ff720644-e46a-468b-b881-30750cf7a2d1",
"name": "lastFeedback",
"type": "string",
"value": "\"\""
}
]
}
},
"typeVersion": 3.4
},
{
"id": "bbb5c7f2-ba09-46ce-81a5-61471d1e5818",
"name": "Update Variables",
"type": "n8n-nodes-base.set",
"position": [
1792,
400
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "57f5c8f4-b513-455e-8a0c-6276147f968a",
"name": "draftText",
"type": "string",
"value": "={{ $('Basic LLM Chain').item.json.output }}"
},
{
"id": "3f3db63f-8bdb-4d4f-b18c-724bce329985",
"name": "lastFeedback",
"type": "string",
"value": "={{ $json.data['If Disapproved, please enter feedback'] }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "02f8eb90-d98e-4874-b36c-5bc987e4c42d",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
2592,
-96
],
"parameters": {
"width": 400,
"height": 304,
"content": "## Update Contact Stage in CRM"
},
"typeVersion": 1
},
{
"id": "a619a018-8e77-4335-9313-85458a65128c",
"name": "Update Contact",
"type": "n8n-nodes-base.airtable",
"position": [
2736,
-16
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "appd1WfQmSkphzRsw",
"cachedResultUrl": "https://airtable.com/appd1WfQmSkphzRsw",
"cachedResultName": "n8n"
},
"table": {
"__rl": true,
"mode": "list",
"value": "tblDoulNeDuZe2HtM",
"cachedResultUrl": "https://airtable.com/appd1WfQmSkphzRsw/tblDoulNeDuZe2HtM",
"cachedResultName": "CRM"
},
"columns": {
"value": {
"Email": "={{ $('On form submission').item.json['Client Email'] }}",
"Stage": "Proposal Sent"
},
"schema": [
{
"id": "id",
"type": "string",
"display": true,
"removed": false,
"readOnly": true,
"required": false,
"displayName": "id",
"defaultMatch": true
},
{
"id": "First Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "First Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Last Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Last Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Email",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Stage",
"type": "options",
"display": true,
"options": [
{
"name": "Enquiry",
"value": "Enquiry"
},
{
"name": "Call Booked",
"value": "Call Booked"
},
{
"name": "Sales Call Done",
"value": "Sales Call Done"
},
{
"name": "Proposal Sent",
"value": "Proposal Sent"
}
],
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Stage",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"Email"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "upsert"
},
"credentials": {
"airtableTokenApi": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "41d5c68e-14d0-4b83-9b9d-b31f52f15afd",
"name": "Get a list of transcripts",
"type": "@firefliesai/n8n-nodes-fireflies.fireflies",
"position": [
0,
0
],
"parameters": {
"filters": {
"participantEmail": "={{ $json['Client Email'] }}"
},
"operation": "getTranscriptsList"
},
"credentials": {
"firefliesApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "6211d91a-8943-4534-9214-f643c1339661",
"name": "Get a transcript",
"type": "@firefliesai/n8n-nodes-fireflies.fireflies",
"position": [
160,
0
],
"parameters": {
"transcriptId": "={{ $json.data.id }}"
},
"credentials": {
"firefliesApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "7152f8b2-da3c-4e92-b78a-b5c63d7b0d54",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
-48,
-64
],
"parameters": {
"color": 2,
"width": 336,
"height": 240,
"content": "## Sales Call Intelligence "
},
"typeVersion": 1
},
{
"id": "4f4c03ab-4e50-456d-90d0-4c67b71828dd",
"name": "If1",
"type": "n8n-nodes-base.if",
"position": [
3504,
-16
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "e8d69ec5-f0fa-4a77-94d4-f741595eb9fe",
"operator": {
"type": "number",
"operation": "lt"
},
"leftValue": "={{ $json.count }}",
"rightValue": 9
}
]
}
},
"typeVersion": 2.2
},
{
"id": "bdaf6c30-a0ed-48f4-aefd-299428f6b049",
"name": "Sticky Note7",
"type": "n8n-nodes-base.stickyNote",
"position": [
3072,
-96
],
"parameters": {
"color": 6,
"width": 1328,
"height": 512,
"content": "## Follow Up System using Audit Trail"
},
"typeVersion": 1
},
{
"id": "7f0909b3-9ec2-4b60-b053-3f7843abe8a4",
"name": "Get Audit Trail",
"type": "n8n-nodes-base.httpRequest",
"position": [
3328,
-16
],
"parameters": {
"url": "=https://api.pandadoc.com/public/v2/documents/{{ $('Create Document').item.json.id }}/audit-trail",
"options": {},
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "API-Key <Your API Key>"
},
{
"name": "accept",
"value": "application/json"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "07162f6e-eb6e-4832-88f6-eab732547c67",
"name": "Update Contact1",
"type": "n8n-nodes-base.airtable",
"position": [
4240,
-32
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "appd1WfQmSkphzRsw",
"cachedResultUrl": "https://airtable.com/appd1WfQmSkphzRsw",
"cachedResultName": "n8n"
},
"table": {
"__rl": true,
"mode": "list",
"value": "tblDoulNeDuZe2HtM",
"cachedResultUrl": "https://airtable.com/appd1WfQmSkphzRsw/tblDoulNeDuZe2HtM",
"cachedResultName": "CRM"
},
"columns": {
"value": {
"Email": "={{ $('On form submission').item.json['Client Email'] }}",
"Stage": "Reminder Sent"
},
"schema": [
{
"id": "id",
"type": "string",
"display": true,
"readOnly": true,
"required": false,
"displayName": "id",
"defaultMatch": true
},
{
"id": "First Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "First Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Last Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Last Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Email",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Stage",
"type": "options",
"display": true,
"options": [
{
"name": "Enquiry",
"value": "Enquiry"
},
{
"name": "Call Booked",
"value": "Call Booked"
},
{
"name": "Sales Call Done",
"value": "Sales Call Done"
},
{
"name": "Proposal Sent",
"value": "Proposal Sent"
},
{
"name": "Reminder Sent",
"value": "Reminder Sent"
},
{
"name": "Document Signed",
"value": "Document Signed"
}
],
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Stage",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"Email"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "upsert"
},
"credentials": {
"airtableTokenApi": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "3d2eb51c-efa1-4ad7-9ce8-4414dc7169c2",
"name": "Update Contact2",
"type": "n8n-nodes-base.airtable",
"position": [
3744,
192
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "appd1WfQmSkphzRsw",
"cachedResultUrl": "https://airtable.com/appd1WfQmSkphzRsw",
"cachedResultName": "n8n"
},
"table": {
"__rl": true,
"mode": "list",
"value": "tblDoulNeDuZe2HtM",
"cachedResultUrl": "https://airtable.com/appd1WfQmSkphzRsw/tblDoulNeDuZe2HtM",
"cachedResultName": "CRM"
},
"columns": {
"value": {
"Email": "={{ $('On form submission').item.json['Client Email'] }}",
"Stage": "Document Signed"
},
"schema": [
{
"id": "id",
"type": "string",
"display": true,
"readOnly": true,
"required": false,
"displayName": "id",
"defaultMatch": true
},
{
"id": "First Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "First Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Last Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Last Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Email",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Stage",
"type": "options",
"display": true,
"options": [
{
"name": "Enquiry",
"value": "Enquiry"
},
{
"name": "Call Booked",
"value": "Call Booked"
},
{
"name": "Sales Call Done",
"value": "Sales Call Done"
},
{
"name": "Proposal Sent",
"value": "Proposal Sent"
},
{
"name": "Reminder Sent",
"value": "Reminder Sent"
},
{
"name": "Document Signed",
"value": "Document Signed"
}
],
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Stage",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"Email"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "upsert"
},
"credentials": {
"airtableTokenApi": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "b48039fa-decc-4d0f-b9c4-b0b21dc228b6",
"name": "Wait1",
"type": "n8n-nodes-base.wait",
"position": [
3168,
-16
],
"parameters": {
"amount": 10
},
"typeVersion": 1.1
},
{
"id": "96820982-f817-423f-99ea-9e972885bf4f",
"name": "Sticky Note8",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1232,
-208
],
"parameters": {
"width": 816,
"height": 752,
"content": "## AI Proposal Workflow Overview( By Sparsh from Automation Jinn www.automationjinn.com)\n\nTurn **sales calls + intake forms** into **send-ready proposals \u2014 fast and consistent**.\n\n### What this workflow does\n1\ufe0f\u20e3 You submit the form to generate the prooposal \u2192 goals, budget, timeline \n2\ufe0f\u20e3 Transcript is pulled from Fireflies \n3\ufe0f\u20e3 LLM creates a **structured proposal draft** (problem \u2192 solution \u2192 scope \u2192 budget \u2192 timeline \u2192 next steps) \n4\ufe0f\u20e3 PandaDoc generates the proposal from your template \n5\ufe0f\u20e3 **Slack approval loop** \n - Approve \u2192 send automatically \n - Request changes \u2192 AI regenerates draft and loops back for approval( loops until perfect)\n6\ufe0f\u20e3 CRM updates stage to **Proposal Sent** \n7\ufe0f\u20e3 Follow-up automation uses PandaDoc audit trail \n - If not signed in 48h \u2192 reminder + CRM update \n - If signed \u2192 CRM \u2192 **Closed Won**\n\n### Who this is perfect for\n- Agencies & consultants \n- Business creating proposals manualy\n- B2B SaaS & tech service teams \n- Solo operators who want proposals out **within hours, not days**\n\n### Why teams love it\n- 100% reusable \u2192 swap Fireflies, PandaDoc, HubSpot, Slack, etc. without changing core logic \n- Faster turnaround = **more closed deals** \n- Zero manual follow-ups\n\n**Outcome:** sales stays focused on selling \u2014 not writing proposals, chasing approvals, or nudging clients to sign.\n"
},
"typeVersion": 1
},
{
"id": "4206d8c2-025f-4b64-8a56-534e4eb56494",
"name": "Send a message and wait for response",
"type": "n8n-nodes-base.slack",
"position": [
1520,
0
],
"parameters": {
"user": {
"__rl": true,
"mode": "list",
"value": "U09U6MMQ7H8",
"cachedResultName": "sparsh"
},
"message": "=Check the Proposal generated by AI- https://app.pandadoc.com/a/#/documents/{{ $json.id }}",
"options": {},
"operation": "sendAndWait",
"formFields": {
"values": [
{
"fieldType": "radio",
"fieldLabel": "Do you want to approve?",
"fieldOptions": {
"values": [
{
"option": "Approve"
},
{
"option": "Disapprove"
}
]
},
"requiredField": true
},
{
"fieldType": "textarea",
"fieldLabel": "If Disapproved, please enter feedback"
}
]
},
"responseType": "customForm"
},
"credentials": {
"slackApi": {
"name": "<your credential>"
}
},
"typeVersion": 2.3
},
{
"id": "b6615cb9-9b83-4955-aba3-7dcb522d0c41",
"name": "Send Reminder1",
"type": "n8n-nodes-base.httpRequest",
"position": [
3888,
-32
],
"parameters": {
"url": "=https://api.pandadoc.com/public/v1/documents/{{ $('Create Document').item.json.id }}/send-reminder",
"method": "POST",
"options": {},
"jsonBody": "={\n \"reminders\": [\n {\n \"recipient_id\": \"{{ $json.recipients[0].id }}\",\n \"delivery_methods\": {\n \"email\": true,\n \"sms\": false\n }\n }\n ]\n} ",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "API-Key <Your API Key>"
},
{
"name": "accept",
"value": "application/json"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "670b9618-7fe1-4f64-bcf7-7716fea17580",
"name": "Get Recepient ID",
"type": "n8n-nodes-base.httpRequest",
"position": [
3712,
-32
],
"parameters": {
"url": "=https://api.pandadoc.com/public/v1/documents/{{ $('Create Document').item.json.id }}/details",
"options": {},
"jsonBody": "{ \"reminders\": [\n {\n \"delivery_methods\": {\n \"email\": true\n }\n }\n ]\n}",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "API-Key <Your API Key>"
},
{
"name": "accept",
"value": "application/json"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "c2924bfe-d275-4dbb-82ea-792bfed047e9",
"name": "Send a message",
"type": "n8n-nodes-base.slack",
"position": [
4064,
-32
],
"parameters": {
"text": "=Have send the reminder to the client as the document(https://app.pandadoc.com/a/#/documents/{{ $('Send Document').item.json.id }}) is not completed even after 48 hours.",
"user": {
"__rl": true,
"mode": "list",
"value": "U09U6MMQ7H8",
"cachedResultName": "sparsh"
},
"select": "user",
"otherOptions": {
"includeLinkToWorkflow": false
}
},
"credentials": {
"slackApi": {
"name": "<your credential>"
}
},
"notesInFlow": false,
"typeVersion": 2.3
},
{
"id": "f2863357-04ce-40d8-bf31-4b568a63ac53",
"name": "Send a message1",
"type": "n8n-nodes-base.slack",
"position": [
2416,
-16
],
"parameters": {
"text": "=I have sent the proposal for Client- {{ $json.recipients[0].first_name }} from {{ $('On form submission').item.json['Client Company Name'] }}",
"user": {
"__rl": true,
"mode": "list",
"value": "U09U6MMQ7H8",
"cachedResultName": "sparsh"
},
"select": "user",
"otherOptions": {
"includeLinkToWorkflow": false
}
},
"credentials": {
"slackApi": {
"name": "<your credential>"
}
},
"typeVersion": 2.3
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "5371652e-847d-4fd0-9d76-71eef3575af4",
"connections": {
"If": {
"main": [
[
{
"node": "Wait",
"type": "main",
"index": 0
}
],
[
{
"node": "Update Variables",
"type": "main",
"index": 0
}
]
]
},
"If1": {
"main": [
[
{
"node": "Get Recepient ID",
"type": "main",
"index": 0
}
],
[
{
"node": "Update Contact2",
"type": "main",
"index": 0
}
]
]
},
"Wait": {
"main": [
[
{
"node": "Send Document",
"type": "main",
"index": 0
}
]
]
},
"Wait1": {
"main": [
[
{
"node": "Get Audit Trail",
"type": "main",
"index": 0
}
]
]
},
"Send Document": {
"main": [
[
{
"node": "Send a message1",
"type": "main",
"index": 0
}
]
]
},
"Send Reminder1": {
"main": [
[
{
"node": "Send a message",
"type": "main",
"index": 0
}
]
]
},
"Send a message": {
"main": [
[
{
"node": "Update Contact1",
"type": "main",
"index": 0
}
]
]
},
"Update Contact": {
"main": [
[
{
"node": "Wait1",
"type": "main",
"index": 0
}
]
]
},
"Basic LLM Chain": {
"main": [
[
{
"node": "Create Document",
"type": "main",
"index": 0
}
]
]
},
"Create Document": {
"main": [
[
{
"node": "Send a message and wait for response",
"type": "main",
"index": 0
}
]
]
},
"Get Audit Trail": {
"main": [
[
{
"node": "If1",
"type": "main",
"index": 0
}
]
]
},
"Send a message1": {
"main": [
[
{
"node": "Update Contact",
"type": "main",
"index": 0
}
]
]
},
"Get Recepient ID": {
"main": [
[
{
"node": "Send Reminder1",
"type": "main",
"index": 0
}
]
]
},
"Get a transcript": {
"main": [
[
{
"node": "Set Initial Variables",
"type": "main",
"index": 0
}
]
]
},
"Update Variables": {
"main": [
[
{
"node": "Basic LLM Chain",
"type": "main",
"index": 0
}
]
]
},
"On form submission": {
"main": [
[
{
"node": "Get a list of transcripts",
"type": "main",
"index": 0
}
]
]
},
"Set Initial Variables": {
"main": [
[
{
"node": "Basic LLM Chain",
"type": "main",
"index": 0
}
]
]
},
"Azure OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "Basic LLM Chain",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Structured Output Parser": {
"ai_outputParser": [
[
{
"node": "Basic LLM Chain",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"Get a list of transcripts": {
"main": [
[
{
"node": "Get a transcript",
"type": "main",
"index": 0
}
]
]
},
"Send a message and wait for response": {
"main": [
[
{
"node": "If",
"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.
airtableTokenApiazureOpenAiApifirefliesApislackApi
Pro
For the full experience including quality scoring and batch install features for each workflow upgrade to Pro
About this workflow
This workflow turns your sales calls + intake form into a polished, send-ready proposal. It pulls the latest call transcript from Fireflies, generates structured proposal content with Azure OpenAI, builds a proposal in PandaDoc, routes it for Slack approval, and then handles…
Source: https://n8n.io/workflows/11123/ — original creator credit. Request a take-down →
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