Proposal Assistant Claude

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 →

{
  "name": "proposal-assistant-claude",
  "nodes": [
    {
      "id": "d4e5f6a7-0001-4000-8000-000000000001",
      "name": "Webhook Trigger",
      "type": "n8n-nodes-base.webhook",
      "typeVersion": 2,
      "position": [
        0,
        300
      ],
      "parameters": {
        "httpMethod": "POST",
        "path": "proposal-assistant",
        "responseMode": "onReceived",
        "options": {}
      }
    },
    {
      "id": "d4e5f6a7-0002-4000-8000-000000000002",
      "name": "Generate Proposal",
      "type": "@n8n/n8n-nodes-langchain.lmChatAnthropic",
      "typeVersion": 1,
      "position": [
        220,
        300
      ],
      "parameters": {
        "model": "claude-3-5-sonnet-20241022",
        "messages": {
          "values": [
            {
              "role": "system",
              "content": "You are a professional proposal writer for a consulting or freelance services business. Generate a clean, structured proposal from the discovery notes provided. Format the output as a professional document with these sections:\n\n1. Executive Summary (2-3 sentences)\n2. Problem Statement (what the client is dealing with)\n3. Proposed Solution (what you will deliver)\n4. Scope of Work (bulleted deliverables)\n5. Timeline (phases with durations)\n6. Investment (price range or fixed price)\n7. Next Steps (single clear call to action)\n\nWrite in second person. No em-dashes. Keep total length under 500 words."
            },
            {
              "role": "user",
              "content": "Client name: {{ $json.client_name }}\nCompany: {{ $json.client_company }}\nContact role: {{ $json.contact_role }}\nBudget range: {{ $json.budget_range }}\nTimeline expectation: {{ $json.timeline }}\n\nDiscovery notes:\n{{ $json.discovery_notes }}"
            }
          ]
        }
      },
      "credentials": {
        "anthropicApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "id": "d4e5f6a7-0003-4000-8000-000000000003",
      "name": "Parse Proposal",
      "type": "n8n-nodes-base.set",
      "typeVersion": 3,
      "position": [
        440,
        300
      ],
      "parameters": {
        "mode": "manual",
        "fields": {
          "values": [
            {
              "name": "proposal_text",
              "type": "expression",
              "value": "={{ $json.message.content[0].text }}"
            },
            {
              "name": "client_name",
              "type": "expression",
              "value": "={{ $('Webhook Trigger').item.json.client_name }}"
            },
            {
              "name": "client_company",
              "type": "expression",
              "value": "={{ $('Webhook Trigger').item.json.client_company }}"
            },
            {
              "name": "budget_range",
              "type": "expression",
              "value": "={{ $('Webhook Trigger').item.json.budget_range }}"
            },
            {
              "name": "approver_email",
              "type": "expression",
              "value": "={{ $('Webhook Trigger').item.json.approver_email }}"
            }
          ]
        }
      }
    },
    {
      "id": "d4e5f6a7-0004-4000-8000-000000000004",
      "name": "Save to Google Drive",
      "type": "n8n-nodes-base.googleDrive",
      "typeVersion": 3,
      "position": [
        660,
        300
      ],
      "parameters": {
        "operation": "create",
        "name": "={{ 'Proposal - ' + $json.client_company + ' - ' + new Date().toISOString().split('T')[0] }}",
        "driveId": {
          "value": "MY_DRIVE"
        },
        "folderId": {
          "value": "YOUR_PROPOSALS_FOLDER_ID"
        },
        "content": "={{ $json.proposal_text }}",
        "mimeType": "text/plain"
      },
      "credentials": {
        "googleDriveOAuth2Api": {
          "name": "<your credential>"
        }
      }
    },
    {
      "id": "d4e5f6a7-0005-4000-8000-000000000005",
      "name": "Request Approval via Slack",
      "type": "n8n-nodes-base.slack",
      "typeVersion": 2,
      "position": [
        880,
        300
      ],
      "parameters": {
        "operation": "post",
        "select": "channel",
        "channelId": {
          "value": "#proposals"
        },
        "text": "New proposal ready for review.\nClient: {{ $('Parse Proposal').item.json.client_name }} at {{ $('Parse Proposal').item.json.client_company }}\nBudget: {{ $('Parse Proposal').item.json.budget_range }}\n\nProposal saved to Google Drive. Reply with 'approve' or 'revise' to proceed.",
        "otherOptions": {}
      },
      "credentials": {
        "slackApi": {
          "name": "<your credential>"
        }
      }
    }
  ],
  "connections": {
    "Webhook Trigger": {
      "main": [
        [
          {
            "node": "Generate Proposal",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Generate Proposal": {
      "main": [
        [
          {
            "node": "Parse Proposal",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Parse Proposal": {
      "main": [
        [
          {
            "node": "Save to Google Drive",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Save to Google Drive": {
      "main": [
        [
          {
            "node": "Request Approval via Slack",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1"
  },
  "staticData": null,
  "tags": [],
  "triggerCount": 1,
  "updatedAt": "2026-05-17T00:00:00.000Z",
  "versionId": "v1"
}

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.

• anthropicApi
• googleDriveOAuth2Api
• slackApi

About this workflow

proposal-assistant-claude. Uses lmChatAnthropic, googleDrive, slack. Webhook trigger; 5 nodes.

Source: https://github.com/sondersos/n8n-workflows/blob/main/workflows/03-proposal-assistant/proposal-assistant-claude.json — original creator credit. Request a take-down →

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