Generate AI sales proposals using Anthropic Claude, PDF Noodle and your CRM

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Built by Marcelo Abreu Marcelo Abreu
Created on June 07, 2026

Description

What This Workflow Does

Triggers via webhook connected to your CRM
Maps all the fields needed for the proposal
Transforms customer data and transcription into a formatted output using an AI Agent
Generates a custom PDF proposal using PDF Noodle
Sends the proposal via email (you can change this to send using other formats as well)

Setup Guide

Create a pdf noodle account and use AI to create a custom proposal for your brand.
Connect your CRM webhook and Gmail (with OAuth2 permissions) to n8n
Configure the AI Agent with your preferred model (OpenAI, Anthropic, Google, or Ollama)

Requirements

PDF Noodle** access: Create here
AI API access** (e.g. via OpenAI, Anthropic, Google, or Ollama)
Google OAuth2** connected (with Gmail permission): Documentation

Feel free to contact me via LinkedIn if you have any questions! 👋🏻

Nodes Used (5)

AI Agent
@n8n/n8n-nodes-langchain.agent
Anthropic Chat Model
@n8n/n8n-nodes-langchain.lmChatAnthropic
Gmail
n8n-nodes-base.gmail
HTTP Request
n8n-nodes-base.httpRequest
Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured