Generate sales call proposals with GPT-4o, Google Slides, PandaDoc, and Gmail
Ready for 3.0What this workflow does
This AI workflow has 9 nodes and runs when someone submits an n8n form (“Sales Call Logging Form”) (plus 1 other trigger). Along the way it connects Google Slides, OpenAI, Google Drive and Gmail. It also calls api.pandadoc.com over HTTP.
How it runs
Trigger: When someone submits an n8n form (“Sales Call Logging Form”) (plus 1 other trigger).
- OpenAI: uses OpenAI
- HTTP Request: calls api.pandadoc.com (POST)
- Gmail: uses Gmail
- OpenAI: uses OpenAI
- Google Drive: copy
- Replace Text (Google Slides): replace text
- Gmail: uses Gmail
Services it uses
HTTP calls to: api.pandadoc.com
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 (6)
- Google Slides
n8n-nodes-base.googleSlides - OpenAI
@n8n/n8n-nodes-langchain.openAi - Google Drive
n8n-nodes-base.googleDrive - Gmail
n8n-nodes-base.gmail - n8n Form Trigger
n8n-nodes-base.formTrigger - HTTP Request
n8n-nodes-base.httpRequest
From the author
Quick overview This workflow captures details via an n8n form, uses OpenAI to generate structured proposal copy, and then produces a client-ready proposal either by filling a Google Slides template or by creating a PandaDoc document with pricing, before…