AI Proposal Generator
Turn a qualified lead into a professional, customized proposal in seconds — with OpenAI drafting and auto-logging.
Inside this workflow
Overview
**What it automates:** Lead qualified → OpenAI drafts 1-page proposal (executive summary, deliverables, timeline, pricing, next steps) → logged in Google Sheets → emailed to client. **Business outcome:** Proposals are your conversion lever. Speed (hours instead of days) + professionalism (always polished) + tracking (you know when they open it) lift close rate 25%+. **Apps & nodes:** Webhook, OpenAI (drafting), Google Sheets (logging), Gmail (delivery) **Setup (4 steps):** 1. Create webhook for qualified leads 2. Add OpenAI API key and customize tone in system prompt 3. Link Google Sheet for proposal log 4. Connect Gmail **Difficulty:** Beginner-Intermediate (12 min setup) | **Credentials:** OpenAI, Google Sheets, Gmail
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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Included with any pass
This agent — and every other in the library — comes with a Library Pass. One pass, the whole catalog.
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More in Proposals
E-Signature & Contract Chasing
Auto-chase unsigned contracts: send reminder after 3 days, escalate after 10 — so deals close faster and nothing stalls.
Proposal Follow-up Sequence
Auto-identify stale proposals (no response in 7 days) and alert your sales team so nothing falls through the cracks.