AI Sales Agent HQ This workflow corresponds to n8n.io template #12715 — we link there as the canonical source.
This workflow follows the Agent → Form Trigger 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": "WNMNYGtBnhK3XivgdCN0w",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "Generate sales proposals with Gemini and Google Docs",
"tags": [
{
"id": "K6D3K6nP6k9TByzr",
"name": "sales-automation",
"createdAt": "2026-01-14T17:39:47.009Z",
"updatedAt": "2026-01-14T17:39:47.009Z"
},
{
"id": "NCFzdO7mRAguwdoQ",
"name": "proposal-generation",
"createdAt": "2026-01-21T20:39:12.676Z",
"updatedAt": "2026-01-21T20:39:12.676Z"
},
{
"id": "VoJMSzkknWaPzhGO",
"name": "google-docs",
"createdAt": "2026-01-21T20:39:12.679Z",
"updatedAt": "2026-01-21T20:39:12.679Z"
}
],
"nodes": [
{
"id": "95aec752-5f78-481d-b7df-11097d6521c5",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
1920,
448
],
"parameters": {
"color": 5,
"width": 380,
"height": 816,
"content": "## How it works\n\nThis workflow generates professional sales proposals from a simple form:\n\n1. **Form** - Sales rep submits client details, pain points, and pricing\n2. **Calculate** - Computes ROI, savings, and break-even metrics\n3. **Generate** - Gemini AI writes executive summary, challenges, solution strategy, and team bios\n4. **Create** - Copies your Google Doc template and populates all placeholders\n\nThe AI tailors content to the client's industry and pain points while incorporating your calculated financial metrics.\n\n## Setup steps\n\n1. **Google Doc template** - Create a doc with placeholders: `{{client_name}}`, `{{executive_summary}}`, `{{key_challenges}}`, `{{solution_strategy}}`, `{{team_bios}}`, `{{formatted_roi}}`, `{{formatted_net_savings}}`, `{{formatted_break_even}}`, `{{next_steps}}`, `{{date}}`\n2. **Credentials** - Connect Google Drive, Google Docs, and Gemini API\n3. **Configure Copy node** - Point to your template document\n4. **Customize AI** - Edit the system message in \"Generate proposal content\" to match your company's tone\n5. **Test** - Submit the form and check the generated proposal"
},
"typeVersion": 1
},
{
"id": "9a99fd38-b5fe-45e8-9f9c-f9318bc3b3c0",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
2400,
608
],
"parameters": {
"color": 7,
"width": 280,
"height": 96,
"content": "**Data preparation**\nForm collects client info. Code node calculates ROI, savings, and break-even from financials."
},
"typeVersion": 1
},
{
"id": "5b84d41d-8a9a-402a-8eef-a3bb0628fc86",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
2816,
608
],
"parameters": {
"color": 7,
"width": 280,
"height": 96,
"content": "**AI generation**\nGemini writes proposal sections based on pain points and financials. Parser extracts JSON fields."
},
"typeVersion": 1
},
{
"id": "cd31ccaa-8356-4b3a-b266-e5ead83fef69",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
3376,
608
],
"parameters": {
"color": 7,
"width": 300,
"height": 96,
"content": "**Document creation**\nCopies template, formats bullet points, and replaces all placeholders with generated content."
},
"typeVersion": 1
},
{
"id": "49b28a3b-13e6-4e01-9453-6144be48c82d",
"name": "Receive proposal details",
"type": "n8n-nodes-base.formTrigger",
"position": [
2400,
752
],
"parameters": {
"options": {},
"formTitle": "Proposal Generation Form",
"formFields": {
"values": [
{
"fieldName": "user_company_name",
"fieldLabel": "Your Company Name"
},
{
"fieldName": "team_members_input",
"fieldType": "textarea",
"fieldLabel": "Team Members & Roles",
"placeholder": "ane Doe (Lead Engineer), John Smith (Project Manager)"
},
{
"fieldName": "client_name",
"fieldLabel": "Client Name",
"placeholder": "For the cover page and headers.",
"requiredField": true
},
{
"fieldName": "client_industry",
"fieldLabel": "Client Industry",
"placeholder": "Helps the AI customize the tone (e.g., Medical vs. Construction).",
"requiredField": true
},
{
"fieldName": "key_pain_points",
"fieldType": "textarea",
"fieldLabel": "Key Pain Points",
"placeholder": "The raw notes the AI will turn into \"Key Challenges.\"",
"requiredField": true
},
{
"fieldName": "current_annual_spend",
"fieldType": "number",
"fieldLabel": "Current Annual Spend ($)",
"placeholder": "Crucial for the ROI Logic (e.g., \"50000\").",
"requiredField": true
},
{
"fieldName": "offer_type",
"fieldType": "dropdown",
"fieldLabel": "Offer Type",
"defaultValue": "Selects which \"Company Context\" to load (e.g., \"SEO Retainer\" vs. \"Web Dev\").",
"fieldOptions": {
"values": [
{
"option": "SEO Retainer"
},
{
"option": "Web Dev"
}
]
},
"requiredField": true
},
{
"fieldName": "proposed_solution_cost",
"fieldType": "number",
"fieldLabel": "Proposed Solution Cost ($)",
"placeholder": "Crucial for the ROI Logic (e.g., \"12000\").",
"requiredField": true
},
{
"fieldName": "project_start_date",
"fieldType": "date",
"fieldLabel": "Project Start Date",
"requiredField": true
}
]
},
"formDescription": "Fill out these fields for your client to generate a proposal."
},
"typeVersion": 2.4
},
{
"id": "a2afdd6b-a539-44a5-8740-cfb714337059",
"name": "Calculate ROI metrics",
"type": "n8n-nodes-base.code",
"position": [
2608,
752
],
"parameters": {
"jsCode": "// 1. Get the data\nconst formData = items[0].json;\n\n// 2. Helper function to clean inputs\nfunction cleanNumber(value) {\n if (typeof value === 'number') return value;\n if (!value) return 0;\n return parseFloat(value.toString().replace(/[^0-9.-]+/g,\"\"));\n}\n\n// 3. Extract and Clean Variables\nconst currentSpend = cleanNumber(formData.current_annual_spend || 0);\nconst solutionCost = cleanNumber(formData.proposed_solution_cost || 0);\nconst clientName = formData.client_name || \"Valued Client\";\nconst painPoints = formData.key_pain_points || \"\";\n\n// --- CONFIGURATION ---\nconst efficiencyAssumption = 1.0; \n// ---------------------\n\n// 4. Perform Calculations\nconst grossSavings = currentSpend * efficiencyAssumption; \nconst netSavings = grossSavings - solutionCost;\nlet roiPercent = 0;\nlet breakEvenMonths = 0;\n\nif (solutionCost > 0) {\n roiPercent = (netSavings / solutionCost) * 100;\n breakEvenMonths = solutionCost / (grossSavings / 12);\n}\n\n// 5. Format for Humans\nconst currencyFormatter = new Intl.NumberFormat('en-US', {\n style: 'currency',\n currency: 'USD',\n maximumFractionDigits: 0\n});\n\nreturn {\n json: {\n client_name: clientName,\n pain_points: painPoints,\n \n // Financials\n raw_savings: netSavings,\n raw_roi: roiPercent,\n \n // Formatted Text\n formatted_current_spend: currencyFormatter.format(currentSpend),\n formatted_solution_cost: currencyFormatter.format(solutionCost),\n formatted_net_savings: currencyFormatter.format(netSavings),\n formatted_roi: Math.round(roiPercent) + \"%\",\n formatted_break_even: breakEvenMonths.toFixed(1) + \" Months\",\n \n // AI Context\n ai_financial_context: `By implementing this solution, ${clientName} is projected to see a ${Math.round(roiPercent)}% ROI, recovering the initial investment in approximately ${breakEvenMonths.toFixed(1)} months.`\n }\n}"
},
"typeVersion": 2
},
{
"id": "a1eac7e9-acf9-497b-88d8-670b643deded",
"name": "Generate proposal content",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
2816,
752
],
"parameters": {
"text": "=Here are the details for the new proposal:\n\nCLIENT: {{ $('Receive proposal details').item.json.client_name }}\nMY COMPANY: {{ $('Receive proposal details').first().json.user_company_name }}\nMY TEAM MEMBERS (Raw List): {{ $('Receive proposal details').first().json.team_members_input }}\n\nPAIN POINTS: {{ $('Receive proposal details').item.json.key_pain_points }}\n\nFINANCIAL DATA:\n- ROI: {{ $('Calculate ROI metrics').first().json.formatted_roi }}\n- Annual Savings: {{ $('Calculate ROI metrics').first().json.formatted_net_savings }}\n- Break Even: {{ $('Calculate ROI metrics').first().json.formatted_break_even }}\n\nFINANCIAL NARRATIVE:\n{{ $('Calculate ROI metrics').first().json.ai_financial_context }}\n\nPlease generate the JSON proposal now.",
"options": {
"systemMessage": "You are an expert Enterprise Sales Engineer. Your goal is to write a winning business proposal based on the client data provided.\n\n### YOUR WRITING RULES:\n1. Tone: Professional, confident, and value-driven.\n2. Financials: Always tie the solution back to the financial savings provided.\n3. Team Section: You must write the \"team_bio_section\" as a complete narrative text block (not a JSON list).\n - Start with a warm introductory sentence (e.g., \"We have assembled a team of experts dedicated to [Client Name]'s success...\").\n - Then, list the team members provided in the \"MY TEAM MEMBERS\" input using a dash (-) for each new line. Include their Name, Title, and a brief 1-sentence bio.\n - End with a closing sentence about their commitment to the project (e.g., \"This team will be your dedicated support...\").\n - DO NOT invent a fake company name. Use the \"MY COMPANY\" name provided.\n\n### OUTPUT FORMAT:\nOutput ONLY a valid JSON object with these keys:\n{\n \"short_outcome_phrase\": \"A 2-5 word strategic goal based on their pain points.\",\n \"executive_summary\": \"A 3-4 sentence hook summarizing the problem and value.\",\n \"key_challenges_bullet_points\": \"A list of the 3 biggest pain points.\",\n \"solution_strategy\": \"A 2 paragraph roadmap of the solution.\",\n \"team_bio_section\": \"A single text string containing the Intro, the List (with line breaks), and the Outro.\",\n \"call_to_action\": \"A closing sentence urging them to sign.\"\n}"
},
"promptType": "define"
},
"typeVersion": 3.1
},
{
"id": "317d80a5-dd25-47a2-a385-43a424014653",
"name": "Gemini 1.5 Flash",
"type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini",
"position": [
2800,
960
],
"parameters": {
"options": {}
},
"credentials": {
"googlePalmApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "7aea949b-296c-408f-8c38-dd419a53e182",
"name": "Parse AI response",
"type": "n8n-nodes-base.code",
"position": [
3168,
752
],
"parameters": {
"jsCode": "// 1. Get the raw text output from the AI Agent\nconst rawOutput = $('Generate proposal content').first().json.output;\n\ntry {\n // 2. Locate the JSON object within the text\n const jsonMatch = rawOutput.match(/\\{[\\s\\S]*\\}/);\n\n if (!jsonMatch) {\n throw new Error(\"No JSON object found in AI response\");\n }\n\n // 3. Parse the cleaned string into a real Object\n const cleanJson = JSON.parse(jsonMatch[0]);\n\n // 4. Return the clean data\n return {\n json: cleanJson\n };\n\n} catch (error) {\n return {\n json: {\n error: \"Failed to parse JSON\",\n message: error.message,\n raw_ai_response: rawOutput\n }\n };\n}"
},
"typeVersion": 2
},
{
"id": "7965738d-fdd8-4877-bc93-c32bb1287367",
"name": "Copy proposal template",
"type": "n8n-nodes-base.googleDrive",
"position": [
3376,
752
],
"parameters": {
"name": "={{ $('Receive proposal details').item.json.client_name }} Proposal",
"fileId": {
"__rl": true,
"mode": "list",
"value": "1SCu_o75YfEPgTaP3JgaLYncZ8hz--AQ_wNPpJq4qrFE",
"cachedResultUrl": "https://docs.google.com/document/d/1SCu_o75YfEPgTaP3JgaLYncZ8hz--AQ_wNPpJq4qrFE/edit?usp=drivesdk",
"cachedResultName": "Proposal Template Master"
},
"options": {},
"operation": "copy"
},
"credentials": {
"googleDriveOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 3
},
{
"id": "dca9cd9e-4dc8-47e6-8138-a93d9a925f16",
"name": "Format bullet points",
"type": "n8n-nodes-base.code",
"position": [
3584,
752
],
"parameters": {
"jsCode": "// 1. Get the raw data\nconst aiData = $('Parse AI response').first().json;\n\n// 2. Helper function\nfunction formatAsBullets(input) {\n if (Array.isArray(input)) {\n const cleanItems = input.map(item => item.replace(/^[-\u2022*]\\s*/, '').trim());\n return \"\u2022 \" + cleanItems.join(\"\\n\u2022 \");\n }\n return input || \"\"; \n}\n\n// 3. Format fields\nconst challengesClean = formatAsBullets(aiData.key_challenges_bullet_points);\nconst biosClean = formatAsBullets(aiData.team_bio_section);\n\nreturn {\n json: {\n ready_challenges: challengesClean,\n ready_bios: biosClean\n }\n}"
},
"typeVersion": 2
},
{
"id": "c46fc679-3e25-4459-81a5-cb376acaf2ca",
"name": "Populate proposal document",
"type": "n8n-nodes-base.googleDocs",
"position": [
3792,
752
],
"parameters": {
"actionsUi": {
"actionFields": [
{
"text": "{{client_name}}",
"action": "replaceAll",
"replaceText": "={{ $('Receive proposal details').item.json.client_name }}"
},
{
"text": "{{user_company_name}}",
"action": "replaceAll",
"replaceText": "={{ $('Receive proposal details').item.json.user_company_name }}"
},
{
"text": "{{dynamic_title}}",
"action": "replaceAll",
"replaceText": "={{ $('Receive proposal details').item.json.client_name }}+ {{ $('Receive proposal details').first().json['user_company_name'] }}: {{ $('Parse AI response').first().json['short_outcome_phrase'] }}"
},
{
"text": "{{formatted_roi}}",
"action": "replaceAll",
"replaceText": "={{ $('Calculate ROI metrics').item.json.formatted_roi }}"
},
{
"text": "{{executive_summary}}",
"action": "replaceAll",
"replaceText": "={{ $('Parse AI response').item.json.executive_summary }}"
},
{
"text": "{{key_challenges}}",
"action": "replaceAll",
"replaceText": "={{ $json.ready_challenges }}"
},
{
"text": "{{solution_strategy}}",
"action": "replaceAll",
"replaceText": "={{ $('Parse AI response').item.json.solution_strategy }}"
},
{
"text": "{{team_bios}}",
"action": "replaceAll",
"replaceText": "={{ $('Parse AI response').item.json.team_bio_section }}"
},
{
"text": "{{next_steps}}",
"action": "replaceAll",
"replaceText": "={{ $('Parse AI response').item.json.call_to_action }}"
},
{
"text": "{{formatted_net_savings}}",
"action": "replaceAll",
"replaceText": "={{ $('Calculate ROI metrics').item.json.formatted_net_savings }}"
},
{
"text": "{{formatted_solution_cost}}",
"action": "replaceAll",
"replaceText": "={{ $('Calculate ROI metrics').item.json.formatted_solution_cost }}"
},
{
"text": "{{formatted_break_even}}",
"action": "replaceAll",
"replaceText": "={{ $('Calculate ROI metrics').item.json.formatted_break_even }}"
},
{
"text": "{{date}}",
"action": "replaceAll",
"replaceText": "={{ $now.toFormat('MMMM dd, yyyy') }}"
}
]
},
"operation": "update",
"documentURL": "={{ $('Copy proposal template').item.json.id }}"
},
"credentials": {
"googleDocsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 2
}
],
"active": true,
"settings": {
"availableInMCP": false,
"executionOrder": "v1"
},
"versionId": "d7076d3a-3856-4857-b4fd-96125a4353c3",
"connections": {
"Gemini 1.5 Flash": {
"ai_languageModel": [
[
{
"node": "Generate proposal content",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Parse AI response": {
"main": [
[
{
"node": "Copy proposal template",
"type": "main",
"index": 0
}
]
]
},
"Format bullet points": {
"main": [
[
{
"node": "Populate proposal document",
"type": "main",
"index": 0
}
]
]
},
"Calculate ROI metrics": {
"main": [
[
{
"node": "Generate proposal content",
"type": "main",
"index": 0
}
]
]
},
"Copy proposal template": {
"main": [
[
{
"node": "Format bullet points",
"type": "main",
"index": 0
}
]
]
},
"Receive proposal details": {
"main": [
[
{
"node": "Calculate ROI metrics",
"type": "main",
"index": 0
}
]
]
},
"Generate proposal content": {
"main": [
[
{
"node": "Parse AI response",
"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.
googleDocsOAuth2ApigoogleDriveOAuth2ApigooglePalmApi
Pro
For the full experience including quality scoring and batch install features for each workflow upgrade to Pro
About this workflow
Generate professional sales proposals from a simple form—AI writes the content, you deliver the document.
Source: https://n8n.io/workflows/12715/ — original creator credit. Request a take-down →
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