Templates / Generate freelance proposal PDFs from Tally with GPT-4o and Gmail

Generate freelance proposal PDFs from Tally with GPT-4o and Gmail

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by Ruth Aju · 32 views · created 2026-06-08 · Content Creation, AI RAG

Unknown. This template uses community nodes we can't verify statically. Uses community nodes that can't be verified statically (unverified community packages are off by default in 3.0). Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 14 nodes and runs on Tally events. Along the way it connects Google Sheets, OpenAI, OpenAI Chat Model and Gmail and 2 more. It also calls api.pdf.co over HTTP.

How it runs

Trigger: On Tally events.

  1. If: checks a condition and branches into true / false
  2. Extract Text from Image (OpenAI): analyze (image)
  3. Format text - text (Edit Fields (Set)): sets 2 fields: Job title, Job description
  4. Format text - image (Edit Fields (Set)): sets 2 fields: Job title, Job description
  5. Search Proposal Examples (Serp Api): uses Serp Api
  6. Build AI Input (Code): runs custom JavaScript code
  7. Generate Proposal (AI Agent): runs an AI agent, with model: GPT-4o; 1 tool (get_relevant_projects)
  8. Parse AI Output (Code): runs custom JavaScript code
  9. Convert to PDF (HTTP Request): calls api.pdf.co (POST)
  10. Download PDF (HTTP Request): calls an HTTP API

…plus 1 more step. See the full node list below.

Services it uses

Google SheetsOpenAIOpenAI Chat ModelGmailTallyforms (community)Serpapi (community)

HTTP calls to: api.pdf.co

Before you upgrade to n8n 3.0

We can't fully verify this one: it relies on 2 community packages, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).

  • Check that n8n-nodes-tallyforms is verified or supports 3.0 (used in Form Trigger).
  • Check that n8n-nodes-serpapi is verified or supports 3.0 (used in Search Proposal Examples).

Nodes used (11)

From the author

Quick Overview This workflow generates a personalized freelance proposal from a Tally form submission, using OpenAI to extract text from screenshots and write the proposal, SerpAPI to pull proposal examples, Google Sheets to reference past projects, pdf.co to…

Excerpt from Ruth Aju 's description on n8n.io.

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

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