Researched: Sourced and summarized, not yet run end-to-end by us Proposals

Freelance proposal PDF from a job post, written with your past projects

Last checked: · Sourced and summarized; not yet run end-to-end by us. What this means

At a glance

Setup estimate
2–3 h (ESTIMATE)
Tools
Industries
Agencies & consultancies
View source template on n8n.io (opens in new tab)

Problem

Freelancers and small studios spend too long writing a tailored proposal for every job post

Caveats

Needs paid API services: OpenAI, SerpAPI and pdf.co (costs UNKNOWN), plus Tally and Gmail. You must replace the Tally field IDs and write your real bio into the prompt. The PDF goes to the email entered on the form; read every proposal before sending it to a client, since AI-written claims about your experience must be accurate. Don't paste a client's confidential brief into it without their OK.

Tools

  • n8n
  • Tally form
  • OpenAI GPT-4o (vision + AI agent)
  • SerpAPI
  • Google Sheets (past projects)
  • pdf.co
  • Gmail

Browse by tool: n8n, Tally, OpenAI, SerpAPI, Google Sheets, PDF.co, Gmail

Steps

  1. Submit a Tally form with the job title, description or a screenshot, and an email.
  2. GPT-4o Vision extracts text from a screenshot if one was uploaded.
  3. SerpAPI pulls proposal examples from Google.
  4. An OpenAI agent looks up relevant past projects in Google Sheets and writes the proposal and a short email body.
  5. pdf.co converts the proposal to PDF.
  6. Gmail emails it to the address on the form.
Status
Researched: Sourced and summarized, not yet run end-to-end by us
Last checked

Setup estimates are rough guesses for someone comfortable with the tools who already has the accounts and API keys. Real time is unknown until tested.

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More proposals workflows

Researched: Sourced and summarized, not yet run end-to-end by us Proposals

Premium proposal generator with PandaDoc

Agencies want branded, e-signable proposals without manual formatting

Setup: 2–3 h (ESTIMATE) Checked 2026-10-18

  • n8n
  • OpenAI
  • Google Slides
  • Google Drive
  • PandaDoc
  • Gmail
Researched: Sourced and summarized, not yet run end-to-end by us Proposals

Proposal deck from a Google Slides template

Small teams need consistent proposals that address each client's challenges

Setup: 15–20 min (template-stated) to 1 h (ESTIMATE) Checked 2026-10-18

  • n8n
  • OpenAI
  • Google Slides
  • Google Drive
  • Gmail