Send AI sales proposals and Stripe payment links after Calendly calls

Description

Meeting → Proposal → Payment → Follow-up Automation

Categories: Sales Automation, AI Proposals, Revenue Ops

This workflow automatically turns a booked sales call into a customized proposal, a Stripe payment link, and a follow-up email — without manual work.

It’s designed to handle everything after a sales call so momentum doesn’t die.

Booked call → proposal → payment → done.

What This Workflow Does

This automation runs the moment a sales call is booked and executes a complete post-call sales flow:

Looks up the lead in a lightweight CRM
Generates a tailored proposal using AI
Creates a Google Slides proposal deck
Creates a unique Stripe checkout link
Sends a personalized follow-up email with proposal + payment

No manual copy-pasting. No delays. No forgotten follow-ups.

Why This Exists

Most deals are lost after the call — not during it.

This system removes:
Manual proposal writing
Post-call follow-up delays
Inconsistent sales ops
Awkward “just following up” emails

It replaces all of that with a single, reliable close flow.

Human on the outside. Fully automated underneath.

How It Works (High Level)

1. Calendly Trigger (Sales Call Booked)
Workflow starts immediately after a meeting is scheduled
Ensures proposals are sent while context is still fresh

2. CRM Lookup (Google Sheets)
Finds the lead using email or company name
Works even if the lead is unqualified or incomplete
Simple, transparent CRM (no heavy tooling required)

3. AI Proposal Generation
Uses structured inputs (problem, solution, scope, urgency, cost)
Outputs a complete proposal as strict JSON
Written in a clear, spartan, professional tone

4. Google Slides Proposal Creation
Copies a proposal template
Auto-fills all sections using AI output
Generates one unique proposal per lead
Shareable link created automatically

5. Stripe Checkout Session
Creates a unique payment link per lead
Attaches metadata (lead, company, package)
No manual invoicing required

6. Follow-up Email
Sends proposal + payment link immediately
Personalized with name and company
Keeps the close frictionless

Tools Used

n8n** — workflow orchestration
OpenAI** — proposal generation
Google Sheets** — lightweight CRM
Google Slides** — proposal delivery
Stripe** — payment collection
Email (Gmail / SMTP)** — follow-up delivery
Calendly** — trigger source

Who This Is For

Automation & no-code agencies
Consultants and service businesses
Freelancers selling repeatable offers
Sales-led teams that want speed + consistency
Anyone tired of manual proposals and follow-ups

Customization Notes

Swap Google Sheets for Airtable, HubSpot, or Notion
Proposal tone and structure are fully prompt-driven
Stripe metadata can be extended for analytics or CRM sync
Can support multiple triggers (Calendly, forms, manual intake)

Difficulty & Cost

Difficulty:** Intermediate (conceptually simple, operationally solid)
Estimated setup time:** 30–45 minutes
Ongoing cost:** OpenAI + Stripe fees only

Summary

This is not just a proposal generator.

It’s a post-call revenue system that turns intent into action automatically.

> Meeting → proposal → payment → follow-up
> No manual steps. No dropped balls.