Proposal Follow-up Sequence
Auto-identify stale proposals (no response in 7 days) and alert your sales team so nothing falls through the cracks.
Inside this workflow
Overview
**What it automates:** Daily check → fetch proposals from Google Sheets → identify those >7 days old with no response → alert sales team with list. **Business outcome:** Follow-up is the #1 predictor of close rate. This workflow ensures no proposal goes more than a week without a check-in. **Apps & nodes:** Schedule (daily), Google Sheets (fetch), OpenAI (filtering), Slack (alerts) **Setup (3 steps):** 1. Link Google Sheet with proposal log 2. Add OpenAI API key 3. Connect Slack channel **Difficulty:** Beginner (8 min setup) | **Credentials:** Google Sheets, OpenAI, Slack
What's included
Quickstart
- 01
Download the JSON
With an active Library Pass, download the workflow file right from this page or your dashboard.
- 02
Import into n8n
Choose Import from File and select the downloaded JSON. The full agent graph appears, ready to configure.
- 03
Plug in credentials
Each integration node prompts for credentials on first run. The setup guide lists every credential the agent expects.
- 04
Activate and test
Run once with sample input, confirm the expected output, then flip the activate toggle.
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