AI-Powered Post-Sales Call Automated Proposal Generator

This automation takes client input from a web form, uses AI to generate a structured proposal, fills in a polished Google Slides template, and sends it straight to the client’s inbox — all within minutes. It’s perfect for agencies, freelancers, consultants, or any service provider who needs to deliver consistent, personalized proposals at scale.

What it does:

📝 Captures client info via a web form trigger
🧠 Uses GPT-4 to generate tailored proposal content
📊 Duplicates and populates a Google Slides template
📁 Saves completed proposals to Google Drive
📧 Emails the final proposal to the client automatically

✅ Setup guide & importable automation included
✅ Easily customizable for your industry, brand, and services

📦 Requirements:

n8n (self-hosted or cloud)

OpenAI API key

Google Workspace account (Slides, Drive, Gmail)

Web form or webhook tool (e.g., Typeform, Tally, or custom HTML form)

🔧 Output Includes:

Proposal title and executive summary

Problem overview and AI-generated analysis

Three-part solution breakdown

Project scope and deliverables

Milestone timeline with dates

Cost estimate and next steps

⚙️ Customization Options:

Modify AI prompts for different services

Update Google Slides template design

Add/remove form fields to collect needed data

Personalize email templates and signatures

🛡️ Security Notes:
All credentials are stripped from the template — you’ll configure your own OpenAI and Google OAuth credentials during setup.

Need help setting it up? We offer full configuration and testing for a one-time fee.