Researched: Sourced and summarized, not yet run end-to-end by us Proposals
Post-sales-call proposal generator (form → Google Slides → email)
At a glance
- Setup estimate
- 1–2 h (ESTIMATE)
- Tools
- Industries
- Agencies & consultancies
Problem
Writing a custom proposal after every sales call takes hours
Caveats
The template emails the proposal to the client automatically. Add a human review step before it sends, since AI-written scope, timelines and prices can be wrong. Needs an OpenAI API key and a Google Workspace account.
Tools
- n8n form trigger
- OpenAI
- Google Drive
- Google Slides
- Gmail
Browse by tool: n8n, OpenAI, Google Drive, Google Slides, Gmail
Steps
- Fill a short post-call form.
- OpenAI drafts proposal sections.
- Copy a Google Slides template in Drive.
- Replace placeholders.
- Email the prospect the deck link.
- 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.