Hyrum Hurst This workflow corresponds to n8n.io template #12959 — we link there as the canonical source.
This workflow follows the Error 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": "o0IELmWjFMKhdPS7",
"name": "Proposal & Contract Generation Automation for Consulting Firms",
"tags": [],
"nodes": [
{
"id": "40edce11-6045-47d8-aee7-c81f50999bd3",
"name": "New Client Entry Trigger",
"type": "n8n-nodes-base.googleSheetsTrigger",
"position": [
352,
-64
],
"parameters": {
"event": "rowAdded",
"options": {},
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
},
"sheetName": {
"__rl": true,
"mode": "id",
"value": "<__PLACEHOLDER_VALUE__Sheet Name (e.g., Clients)__>"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "<__PLACEHOLDER_VALUE__Google Sheets Document ID__>"
}
},
"credentials": {
"googleSheetsTriggerOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "ff9b2c32-016f-46b9-8c21-c08395ad2069",
"name": "Workflow Configuration",
"type": "n8n-nodes-base.set",
"position": [
576,
-64
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "id-1",
"name": "proposalTemplateIntro",
"type": "string",
"value": "We are pleased to present this proposal for consulting services tailored to your business needs."
},
{
"id": "id-2",
"name": "pricingTier1",
"type": "number",
"value": 5000
},
{
"id": "id-3",
"name": "pricingTier2",
"type": "number",
"value": 10000
},
{
"id": "id-4",
"name": "pricingTier3",
"type": "number",
"value": 25000
},
{
"id": "id-5",
"name": "highValueThreshold",
"type": "number",
"value": 10000
},
{
"id": "id-6",
"name": "adminEmail",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Admin Email Address__>"
},
{
"id": "id-7",
"name": "slackChannel",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Slack Channel ID__>"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "cf48607a-2a5c-424e-a646-ca1c35099647",
"name": "Normalize Client Data",
"type": "n8n-nodes-base.set",
"position": [
800,
-64
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "id-1",
"name": "clientName",
"type": "string",
"value": "={{ $json.clientName || $json['Client Name'] || '' }}"
},
{
"id": "id-2",
"name": "clientEmail",
"type": "string",
"value": "={{ $json.clientEmail || $json['Client Email'] || '' }}"
},
{
"id": "id-3",
"name": "projectScope",
"type": "string",
"value": "={{ $json.projectScope || $json['Project Scope'] || '' }}"
},
{
"id": "id-4",
"name": "estimatedValue",
"type": "number",
"value": "={{ $json.estimatedValue || $json['Estimated Value'] || 0 }}"
},
{
"id": "id-5",
"name": "industry",
"type": "string",
"value": "={{ $json.industry || $json['Industry'] || '' }}"
},
{
"id": "id-6",
"name": "proposalDate",
"type": "string",
"value": "={{ $now.format('MMMM DD, YYYY') }}"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "699d28bb-ba4e-4d2d-9a25-67ab6c7eebf0",
"name": "Generate Proposal Content",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
1024,
-64
],
"parameters": {
"modelId": {
"mode": "id",
"value": "gpt-4o"
},
"options": {
"temperature": 0.7
},
"responses": {
"values": [
{
"content": "={{ $json.projectScope }}\n\nClient: {{ $json.clientName }}\nIndustry: {{ $json.industry }}\nEstimated Value: ${{ $json.estimatedValue }}\n\nGenerate a comprehensive consulting proposal including: executive summary, project objectives, methodology, deliverables, timeline, and pricing structure. Use professional tone and format."
}
]
},
"builtInTools": {}
},
"credentials": {
"openAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "964e76c5-bcd0-489d-aeef-7cdf584b541a",
"name": "Create Google Doc Proposal",
"type": "n8n-nodes-base.googleDocs",
"position": [
1376,
-64
],
"parameters": {
"title": "=Proposal for {{ $json.clientName }} - {{ $json.proposalDate }}"
},
"typeVersion": 2
},
{
"id": "3703213e-4138-4a29-bb97-b315bc69a71b",
"name": "Convert Doc to PDF",
"type": "n8n-nodes-base.httpRequest",
"position": [
1600,
-64
],
"parameters": {
"url": "=https://docs.google.com/document/d/{{ $('Create Google Doc Proposal').item.json.documentId }}/export?format=pdf",
"options": {
"response": {
"response": {
"responseFormat": "file",
"outputPropertyName": "proposalPDF"
}
}
},
"authentication": "predefinedCredentialType",
"nodeCredentialType": "googleOAuth2Api"
},
"typeVersion": 4.3
},
{
"id": "9b6d4a2d-7acf-47e5-a263-14db0dbff7dd",
"name": "Send Proposal via Email",
"type": "n8n-nodes-base.gmail",
"position": [
1824,
-64
],
"parameters": {
"sendTo": "={{ $json.clientEmail }}",
"message": "=Dear {{ $json.clientName }},\n\nThank you for considering our consulting services. Please find attached our detailed proposal for your review.\n\nWe look forward to the opportunity to work with you.\n\nBest regards,\nYour Consulting Team",
"options": {
"attachmentsUi": {
"attachmentsBinary": [
{
"property": "proposalPDF"
}
]
}
},
"subject": "=Proposal for {{ $json.clientName }} - {{ $json.proposalDate }}"
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
},
"typeVersion": 2.2
},
{
"id": "95806102-bc18-4172-89f9-5a9b28de3c3f",
"name": "Send to DocuSign for Signature",
"type": "n8n-nodes-base.httpRequest",
"position": [
2048,
-64
],
"parameters": {
"url": "<__PLACEHOLDER_VALUE__DocuSign API Endpoint (e.g., https://demo.docusign.net/restapi/v2.1/accounts/{accountId}/envelopes)__>",
"method": "POST",
"options": {},
"jsonBody": "={{ {\n \"emailSubject\": \"Please sign this document\",\n \"documents\": [{\n \"documentBase64\": $binary.data.toString('base64'),\n \"name\": \"Proposal.pdf\",\n \"fileExtension\": \"pdf\",\n \"documentId\": \"1\"\n }],\n \"recipients\": {\n \"signers\": [{\n \"email\": $('Normalize Client Data').item.json.clientEmail,\n \"name\": $('Normalize Client Data').item.json.clientName,\n \"recipientId\": \"1\",\n \"routingOrder\": \"1\"\n }]\n },\n \"status\": \"sent\"\n} }}",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"authentication": "genericCredentialType",
"genericAuthType": "oAuth2Api",
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"typeVersion": 4.3
},
{
"id": "f1b764c0-9752-4062-bf36-a6f4a5ab771e",
"name": "Log Proposal Creation",
"type": "n8n-nodes-base.googleSheets",
"position": [
2272,
-64
],
"parameters": {
"columns": {
"value": {
"Email": "={{ $json.clientEmail }}",
"Status": "Sent",
"Client Name": "={{ $json.clientName }}",
"Document ID": "={{ $('Create Google Doc Proposal').item.json.documentId }}",
"Project Scope": "={{ $json.projectScope }}",
"Proposal Date": "={{ $json.proposalDate }}",
"Estimated Value": "={{ $json.estimatedValue }}"
},
"schema": [
{
"id": "Client Name",
"required": false,
"displayName": "Client Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Email",
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Project Scope",
"required": false,
"displayName": "Project Scope",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Estimated Value",
"required": false,
"displayName": "Estimated Value",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Proposal Date",
"required": false,
"displayName": "Proposal Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Document ID",
"required": false,
"displayName": "Document ID",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Status",
"required": false,
"displayName": "Status",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"Client Name"
]
},
"options": {},
"operation": "appendOrUpdate",
"sheetName": {
"__rl": true,
"mode": "name",
"value": "<__PLACEHOLDER_VALUE__Tracking Sheet Name (e.g., Proposals)__>"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "<__PLACEHOLDER_VALUE__Tracking Sheet Document ID__>"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 4.7
},
{
"id": "42bbbf32-03cd-4598-be76-5d21482dddf0",
"name": "Notify Team - Standard",
"type": "n8n-nodes-base.slack",
"position": [
2496,
-64
],
"parameters": {
"text": "=\ud83d\udcc4 New Proposal Created!\n\n*Client:* {{ $json.clientName }}\n*Value:* ${{ $json.estimatedValue }}\n*Industry:* {{ $json.industry }}\n*Date:* {{ $json.proposalDate }}\n\n<https://docs.google.com/document/d/{{ $('Create Google Doc Proposal').item.json.documentId }}|View Proposal>",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').item.json.slackChannel }}"
},
"otherOptions": {}
},
"typeVersion": 2.4
},
{
"id": "e2f19cae-de23-422b-8d2c-e0913edbc732",
"name": "Check if High-Value Client",
"type": "n8n-nodes-base.if",
"position": [
2720,
-64
],
"parameters": {
"options": {},
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "id-1",
"operator": {
"type": "number",
"operation": "gte"
},
"leftValue": "={{ $json.estimatedValue }}",
"rightValue": "={{ $('Workflow Configuration').item.json.highValueThreshold }}"
}
]
}
},
"typeVersion": 2.3
},
{
"id": "8ff23e56-5adf-4f00-a547-7124a05d4b92",
"name": "Priority Slack Notification",
"type": "n8n-nodes-base.slack",
"position": [
2944,
-64
],
"parameters": {
"text": "=\ud83d\udea8 HIGH-VALUE CLIENT ALERT! \ud83d\udea8\n\n*Client:* {{ $json.clientName }}\n*Value:* ${{ $json.estimatedValue }}\n*Industry:* {{ $json.industry }}\n\nThis is a priority opportunity requiring immediate attention!\n\n<https://docs.google.com/document/d/{{ $('Create Google Doc Proposal').item.json.documentId }}|View Proposal>",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').item.json.slackChannel }}"
},
"otherOptions": {}
},
"typeVersion": 2.4
},
{
"id": "019c55bc-bfac-4781-8214-03f786dd26a4",
"name": "Schedule Follow-up Reminder",
"type": "n8n-nodes-base.gmail",
"position": [
3168,
-64
],
"parameters": {
"sendTo": "={{ $('Workflow Configuration').item.json.adminEmail }}",
"message": "=High-value client proposal has been sent.\n\nClient: {{ $json.clientName }}\nValue: ${{ $json.estimatedValue }}\nIndustry: {{ $json.industry }}\n\nPlease schedule a follow-up call within 48 hours.\n\nProposal Link: https://docs.google.com/document/d/{{ $('Create Google Doc Proposal').item.json.documentId }}",
"options": {},
"subject": "=PRIORITY: Follow-up Required - {{ $json.clientName }}"
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
},
"typeVersion": 2.2
},
{
"id": "ff4fdeb4-4728-4637-a937-7f511f458984",
"name": "On Workflow Error",
"type": "n8n-nodes-base.errorTrigger",
"position": [
336,
208
],
"parameters": {},
"typeVersion": 1
},
{
"id": "4c96943c-5351-448a-8bf3-7c7d841a94fc",
"name": "Error Alert to Admin",
"type": "n8n-nodes-base.slack",
"position": [
592,
208
],
"parameters": {
"text": "=\u26a0\ufe0f WORKFLOW ERROR ALERT\n\n*Workflow:* Proposal Generation\n*Error Node:* {{ $json.node?.name || \"Unknown\" }}\n*Error Message:* {{ $json.error?.message || \"Proposal creation failed\" }}\n*Time:* {{ $now.format(\"YYYY-MM-DD HH:mm:ss\") }}\n\nPlease investigate immediately.",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "id",
"value": "<__PLACEHOLDER_VALUE__Slack Channel ID__>"
},
"otherOptions": {}
},
"typeVersion": 2.4
},
{
"id": "28f9c9db-e3cf-4655-a05f-2f792404865f",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-176,
-160
],
"parameters": {
"width": 432,
"height": 528,
"content": "## Main\nThis workflow automates proposal and contract generation for consulting firms, agencies, or freelancers. It takes client information from Google Sheets or a CRM, uses AI to generate a customized proposal, creates a PDF, sends it to the client via email, optionally integrates with DocuSign/PandaDoc for signatures, logs the activity in Sheets, and notifies your team via Slack. High-value clients trigger additional follow-ups.\n\n## Setup\n1. Connect Google Sheets for client data input.\n2. Set up Gmail or Outlook credentials for sending emails.\n3. Configure Slack channel for notifications.\n4. Connect OpenAI for proposal generation.\n5. Optional: Configure DocuSign/PandaDoc API for e-signature automation.\n6. Adjust decision logic in IF nodes for high-value client handling.\n7. Test workflow with a sample client entry to ensure all routes work.\n"
},
"typeVersion": 1
},
{
"id": "2c059a5e-4a2d-4a19-93f8-a7dd759a426d",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
304,
-240
],
"parameters": {
"color": 7,
"width": 656,
"height": 352,
"content": "## Trigger & Setup"
},
"typeVersion": 1
},
{
"id": "62ab8e13-b225-40f5-b6a9-60ee4024e939",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
976,
-240
],
"parameters": {
"color": 7,
"width": 784,
"height": 352,
"content": "## AI Logic"
},
"typeVersion": 1
},
{
"id": "6960acf8-20a3-4b0d-a7b2-70543557aa5a",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1776,
-240
],
"parameters": {
"color": 7,
"width": 640,
"height": 352,
"content": "## Send Proposal"
},
"typeVersion": 1
},
{
"id": "80150b05-8ee7-4913-98f4-42f235aade2d",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
2432,
-240
],
"parameters": {
"color": 7,
"width": 928,
"height": 352,
"content": "## Notify Team"
},
"typeVersion": 1
},
{
"id": "ce0143cf-e02d-40f4-90f0-1b659d15263e",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
288,
128
],
"parameters": {
"color": 7,
"width": 672,
"height": 352,
"content": "## Error"
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "05bbc552-a4b1-4114-a673-6f418b9a1944",
"connections": {
"On Workflow Error": {
"main": [
[
{
"node": "Error Alert to Admin",
"type": "main",
"index": 0
}
]
]
},
"Convert Doc to PDF": {
"main": [
[
{
"node": "Send Proposal via Email",
"type": "main",
"index": 0
}
]
]
},
"Log Proposal Creation": {
"main": [
[
{
"node": "Notify Team - Standard",
"type": "main",
"index": 0
}
]
]
},
"Normalize Client Data": {
"main": [
[
{
"node": "Generate Proposal Content",
"type": "main",
"index": 0
}
]
]
},
"Notify Team - Standard": {
"main": [
[
{
"node": "Check if High-Value Client",
"type": "main",
"index": 0
}
]
]
},
"Workflow Configuration": {
"main": [
[
{
"node": "Normalize Client Data",
"type": "main",
"index": 0
}
]
]
},
"Send Proposal via Email": {
"main": [
[
{
"node": "Send to DocuSign for Signature",
"type": "main",
"index": 0
}
]
]
},
"New Client Entry Trigger": {
"main": [
[
{
"node": "Workflow Configuration",
"type": "main",
"index": 0
}
]
]
},
"Generate Proposal Content": {
"main": [
[
{
"node": "Create Google Doc Proposal",
"type": "main",
"index": 0
}
]
]
},
"Check if High-Value Client": {
"main": [
[
{
"node": "Priority Slack Notification",
"type": "main",
"index": 0
}
]
]
},
"Create Google Doc Proposal": {
"main": [
[
{
"node": "Convert Doc to PDF",
"type": "main",
"index": 0
}
]
]
},
"Priority Slack Notification": {
"main": [
[
{
"node": "Schedule Follow-up Reminder",
"type": "main",
"index": 0
}
]
]
},
"Send to DocuSign for Signature": {
"main": [
[
{
"node": "Log Proposal Creation",
"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.
gmailOAuth2googleSheetsOAuth2ApigoogleSheetsTriggerOAuth2ApiopenAiApi
Pro
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About this workflow
Consultants, agencies, freelancers, and professional service firms who need to create customized proposals and contracts quickly and efficiently.
Source: https://n8n.io/workflows/12959/ — original creator credit. Request a take-down →
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