n8n automation · Professional services
n8n: personalised sales proposals generated and sent in seconds
Seconds
To send a personalised proposal, down from hours
An n8n workflow that triggers on a post-call form submission, uses GPT-4o to turn the notes into a personalised proposal in Google Slides and sends it through Gmail. Hours of sales-team work now happen in seconds.
- Industry
- Professional services
- Timeframe
- Seconds per proposal
- Services
- n8n workflow, AI agent development, Sales automation
- Pillar
- Automate
SecondsForm submit to proposal sent
HoursSaved per week for the sales team
The brief
After every sales call someone spent an hour or more building a proposal deck by hand, and deals went cold while they waited.
How the workflow runs
- Sales rep submits a short form after the call.
- GPT-4o maps the form data onto the proposal template and writes the personalised sections.
- Google Drive copies the master deck and Google Slides replaces the placeholders.
- Gmail drafts and sends the proposal to the client; discarded data is logged to Google Sheets.
Outcome
Proposals go out within seconds of the call ending, in the rep’s voice, with no manual deck building.
Why it worked
- The trigger is a form the rep already fills in, so adoption was immediate.
- GPT-4o writes into a fixed Slides template, which keeps proposals on-brand.
- Sending from Gmail keeps the thread with the client in the rep’s own inbox.
