Generate client proposals with OpenAI, Google Sheets, Slides, Gmail, and Drive

Description

🧾 AI Proposal Generator Engine

An n8n-based automation that generates client proposals from a form, lets you review everything in one place, and sends the proposal only when you approve it.

⚙️ What It Does

The AI Proposal Generator Engine creates proposals directly from an n8n Form.
All proposal content and a draft email are generated automatically using OpenAI.

Google Sheets is used only as a database, where you:

Review the generated proposal
Review the draft email
Control when the proposal is sent by updating the status

No proposal is sent until it is manually marked as READY.

💡 Use Cases

| Use Case | Description |
| --------------------- | ---------------------------------------------------------- |
| Sales Calls | Generate proposals immediately after a call using the form |
| Freelancers | Create clean, repeatable proposals without manual writing |
| Agencies | Standardize proposals while keeping them client-specific |
| Approval Flow | Review proposal and email before sending |
| Fast Turnaround Deals | Reduce proposal creation time from hours to minutes |
| Team Workflows | Use Sheets as a simple approval and tracking layer |

🔧 Setup

1️⃣ Google Credentials

Go to Google Cloud Console and create a Web App (OAuth).

Enable these APIs:

Google Sheets
Google Drive
Gmail

In n8n, select this Google credential inside:

Google Sheets nodes
Google Drive nodes
Gmail nodes

Use the same credential everywhere.

2️⃣ Google Drive Structure

Create this folder setup in Google Drive. You can use the provided templates or your own.

Proposal Generator Engine/
├── Template 1 (Slides)
├── Template 2 (Slides)
├── Template 3 (Slides)
├── Proposal Generation Tracker (Sheets)
└── Generated Proposals/

3️⃣ Google Sheets Node

Open the Proposal Generation Tracker and copy the Sheet ID from the URL.

Paste this ID into the Google Sheets node in n8n.
This sheet is used only to:

Store generated proposal links
Store email drafts
Control send status

4️⃣ Slides and Drive Nodes

Copy the Slides template ID you want to use and paste it into the Copy Template node.

Copy the folder ID of Generated Proposals and paste it into the Move File / Folder field.

5️⃣ OpenAI Key

Create an OpenAI credential in n8n using your API key.

Select this credential in all GPT nodes.
You can edit prompts to match your proposal style and tone.

🔁 Workflow Summary

Proposal details are collected using an n8n Form
OpenAI generates structured proposal content
A Google Slides template is copied and filled
A proposal email draft is generated
Proposal link and email draft are saved in Google Sheets with status WAITING
You review the proposal and email
Status is changed to READY
Proposal is converted to PDF and sent via Gmail
Proposal is stored in Google Drive and status is updated to SENT

📞 Support & Contact

📧 Email: [email protected]
🔗 LinkedIn: https://www.linkedin.com/in/atharva-jaiswal/
📅 Book a support call: https://calendly.com/atharvapj5/30min