Sales Automation · n8n Workflow
Fill out a short form, and a fully branded, personalized sales proposal is generated by AI and delivered to your prospect's inbox — automatically, every time.
Built with
The Problem
Every hour spent writing a proposal is an hour not spent selling. Slow turnaround loses prospects to faster competitors.
Writing a tailored proposal from scratch takes 2–4 hours minimum. Multiply that by your pipeline volume and you have a serious bottleneck.
When proposals are rushed or templated, they miss the mark. Prospects notice generic proposals — and so do competitors who send better ones.
Sending a proposal 24–48 hours after a call is too slow. Prospects engage most in the first few hours — delay kills conversion.
What You Get
A simple n8n form captures prospect name, company, pain points, budget, and timeline. Structured inputs drive better AI output every time.
OpenAI GPT-4 drafts a fully structured, persuasive proposal — executive summary, problem statement, proposed solution, timeline, and pricing — tailored to each prospect.
The generated proposal is automatically inserted into a branded Google Docs template — formatted, styled, and ready to send without touching a keyboard.
The finalized proposal is emailed directly to the prospect within minutes of form submission — while the conversation is still fresh.
A copy is sent internally for review before or after delivery. You stay in control while the heavy lifting is done for you.
Proposals are delivered via a professional Gmail email with the Google Doc attached — no third-party tools, no friction.
Process
Form Trigger
Fill out the intake form with the prospect's name, company, challenges, goals, budget range, and timeline. Takes less than 2 minutes.
OpenAI GPT-4
GPT-4 generates a complete, structured proposal document — personalized to the prospect's specific situation and written in a professional, persuasive tone.
Google Docs
The generated content is inserted into your branded Google Docs template automatically — applying your fonts, colors, and layout without any manual formatting.
Google Drive
The finalized proposal is saved to a designated Google Drive folder — automatically named, organized by date or client, and accessible to your team.
Gmail
A professional email with the attached proposal is sent to the prospect — and a copy forwarded internally. Total time from form submission to delivery: under 5 minutes.
Pricing
One-time · Delivered in 3–5 business days
Scope confirmed before work begins