🔬 Generate AI sales proposals using Anthropic Claude, PDF Noodle and your CRM
⚡ 19 views · 🔬 Document Extraction & Analysis
Description
What This Workflow Does
- Triggers via webhook connected to your CRM
- Maps all the fields needed for the proposal
- Transforms customer data and transcription into a formatted output using an AI Agent
- Generates a custom PDF proposal using PDF Noodle
- Sends the proposal via email (you can change this to send using other formats as well)
Setup Guide
- Create a pdf noodle account and use AI to create a custom proposal for your brand.
- Connect your CRM webhook and Gmail (with OAuth2 permissions) to n8n
- Configure the AI Agent with your preferred model (OpenAI, Anthropic, Google, or Ollama)
Requirements
- PDF Noodle access: Create here
- AI API access (e.g. via OpenAI, Anthropic, Google, or Ollama)
- Google OAuth2 connected (with Gmail permission): Documentation
Feel free to contact me via LinkedIn if you have any questions! 👋🏻
🔗 Nodes Used
HTTP Request, Webhook, Gmail, AI Agent, Anthropic Chat Model, Structured Output Parser
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File