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

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

Ready for 3.0

by Atharva ✓ · 340 views · created 2025-12-27 · Document Extraction, Multimodal AI

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 15 nodes and runs when someone submits an n8n form (“Client Proposal Builder”) (plus 1 other trigger). Along the way it connects Google Sheets, OpenAI, Google Drive and Google Slides and 1 more.

How it runs

Trigger: When someone submits an n8n form (“Client Proposal Builder”) (plus 1 other trigger).

  1. Generate Proposal Data (OpenAI): uses OpenAI
  2. Filter: keeps only the items that match a condition
  3. Parse Json for Proposal Data (Code): runs custom JavaScript code
  4. Loop Over Items (Loop Over Items (Split in Batches)): loops over the items in batches
  5. Copy Template (Google Drive): copy
  6. Download Proposal in PDF (Google Drive): download
  7. Move to Folder (Google Drive): move
  8. Send Email (Gmail): uses Gmail
  9. Inject generated Text (Google Slides): replace text
  10. Update Status (Google Sheets): update

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

Services it uses

Google SheetsOpenAIGoogle DriveGoogle SlidesGmail

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (10)

From the author

🧾 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…

Excerpt from Atharva's description on n8n.io.

View the original on n8n.io → Check your own copy

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