Templates / Generate professional proposals with GPT-4o and PDFMonkey

Generate professional proposals with GPT-4o and PDFMonkey

Needs changes

by Marth - Business Automation ✓ · 129 views · created 2025-07-23 · Document Extraction, Multimodal AI

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: Function (legacy). 1 breaking item(s) found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 8 nodes and runs when someone submits an n8n form. Along the way it connects OpenAI and Gmail.

How it runs

Trigger: When someone submits an n8n form.

  1. 1. Prepare AI Prompt & Client Info (Function): runs custom JavaScript (legacy Function node)
  2. 2. Generate Proposal Content (AI) (OpenAI): uses OpenAI
  3. 3. Generate Proposal PDF (PDFmonkey) (HTTP Request): calls an HTTP API
  4. 4. Wait (for PDFmonkey Webhook) (Wait): pauses before continuing
  5. 5. Download Generated PDF (HTTP Request): calls an HTTP API
  6. 6. Prepare Email Data (Function): runs custom JavaScript (legacy Function node)
  7. 7. Send Proposal Email to Client (Gmail): uses Gmail

Services it uses

OpenAIGmail

Before you upgrade to n8n 3.0

1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:

  • Function (legacy) in 1. Prepare AI Prompt & Client Info1, 6. Prepare Email Data1: replace with Code node, mode 'Run Once for All Items'.

Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).

Removed in 3.0Replace with
Function (legacy)
1. Prepare AI Prompt & Client Info1, 6. Prepare Email Data1
Code node, mode 'Run Once for All Items'

Nodes used (6)

From the author

How It Works ⚙️ This workflow is designed to streamline your proposal generation, turning raw client data into a professional document automatically. Here's a step-by-step breakdown of its operation: 1. Trigger (Form): 🚀 The workflow starts when new client…

Excerpt from Marth - Business Automation's description on n8n.io.

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

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