Automated sales proposal & summary generator using GPT-4o, Sheets, Drive & Gmail

by Rahul Joshi ✓ · 230 views · created 2025-11-14 · CRM, Multimodal AI

What this workflow does

This AI workflow has 16 nodes and runs manually, when you click “Execute workflow”. Along the way it connects Google Sheets, Azure OpenAI Chat Model, Google Drive and Gmail.

How it runs

Trigger: Manually, when you click “Execute workflow”.

1. Retrieve Lead Records from Google Sheets (Google Sheets): uses Google Sheets
2. Validate Lead Data Payload (If): checks a condition and branches into true / false
3. Filter for Booked Leads (If): checks a condition and branches into true / false
4. Log Invalid Leads to Google Sheets (Google Sheets): append
5. Generate Sales Collateral (AI) (AI Agent): runs an AI agent, with model: Configure GPT-4o Model
6. Parse AI JSON Output (Code): runs custom JavaScript code
7. Convert Collateral into Text Reports (Code): runs custom JavaScript code
8. Upload Sales Collateral to Google Drive (Google Drive): uses Google Drive
9. Aggregate Uploaded File Metadata (Code): runs custom JavaScript code
10. Map Uploaded Files with Lead Data (Code): runs custom JavaScript code

…plus 3 more steps. See the full node list below.

Services it uses

Google SheetsAzure OpenAI Chat ModelGoogle DriveGmail

Before you upgrade to n8n 3.0

Nodes used (8)

• Manual Triggern8n-nodes-base.manualTrigger
• Google Sheetsn8n-nodes-base.googleSheets
• Ifn8n-nodes-base.if
• Azure OpenAI Chat Model@n8n/n8n-nodes-langchain.lmChatAzureOpenAi
• AI Agent@n8n/n8n-nodes-langchain.agent
• Coden8n-nodes-base.code
• Google Driven8n-nodes-base.googleDrive
• Gmailn8n-nodes-base.gmail

From the author

📘 Description: This workflow automates the creation, storage, and reporting of personalized sales collateral for booked leads using GPT-4o, Google Sheets, Google Drive, and Gmail. It pulls leads from a central sheet, filters booked ones, generates AI-written…

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