🤝 Send AI sales proposals and Stripe payment links after Calendly calls
⚡ 111 views · 🤝 CRM & Sales Operations
Description
Meeting → Proposal → Payment → Follow-up Automation
Categories: Sales Automation, AI Proposals, Revenue Ops
This workflow automatically turns a booked sales call into a customized proposal, a Stripe payment link, and a follow-up email — without manual work.
It’s designed to handle everything after a sales call so momentum doesn’t die.
Booked call → proposal → payment → done.
What This Workflow Does
This automation runs the moment a sales call is booked and executes a complete post-call sales flow:
- Looks up the lead in a lightweight CRM
- Generates a tailored proposal using AI
- Creates a Google Slides proposal deck
- Creates a unique Stripe checkout link
- Sends a personalized follow-up email with proposal + payment
No manual copy-pasting. No delays. No forgotten follow-ups.
Why This Exists
Most deals are lost after the call — not during it.
This system removes:
- Manual proposal writing
- Post-call follow-up delays
- Inconsistent sales ops
- Awkward “just following up” emails
It replaces all of that with a single, reliable close flow.
Human on the outside. Fully automated underneath.
How It Works (High Level)
1. Calendly Trigger (Sales Call Booked)
- Workflow starts immediately after a meeting is scheduled
- Ensures proposals are sent while context is still fresh
2. CRM Lookup (Google Sheets)
- Finds the lead using email or company name
- Works even if the lead is unqualified or incomplete
- Simple, transparent CRM (no heavy tooling required)
3. AI Proposal Generation
- Uses structured inputs (problem, solution, scope, urgency, cost)
- Outputs a complete proposal as strict JSON
- Written in a clear, spartan, professional tone
4. Google Slides Proposal Creation
- Copies a proposal template
- Auto-fills all sections using AI output
- Generates one unique proposal per lead
- Shareable link created automatically
5. Stripe Checkout Session
- Creates a unique payment link per lead
- Attaches metadata (lead, company, package)
- No manual invoicing required
6. Follow-up Email
- Sends proposal + payment link immediately
- Personalized with name and company
- Keeps the close frictionless
Tools Used
- n8n — workflow orchestration
- OpenAI — proposal generation
- Google Sheets — lightweight CRM
- Google Slides — proposal delivery
- Stripe — payment collection
- Email (Gmail / SMTP) — follow-up delivery
- Calendly — trigger source
Who This Is For
- Automation & no-code agencies
- Consultants and service businesses
- Freelancers selling repeatable offers
- Sales-led teams that want speed + consistency
- Anyone tired of manual proposals and follow-ups
Customization Notes
- Swap Google Sheets for Airtable, HubSpot, or Notion
- Proposal tone and structure are fully prompt-driven
- Stripe metadata can be extended for analytics or CRM sync
- Can support multiple triggers (Calendly, forms, manual intake)
Difficulty & Cost
- Difficulty: Intermediate (conceptually simple, operationally solid)
- Estimated setup time: 30–45 minutes
- Ongoing cost: OpenAI + Stripe fees only
Summary
This is not just a proposal generator.
It’s a post-call revenue system that turns intent into action automatically.
> Meeting → proposal → payment → follow-up
> No manual steps. No dropped balls.
🔗 Nodes Used
Google Sheets, HTTP Request, Google Drive, Calendly Trigger, Gmail, Google Slides
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File