🔬 Create and send AI sales proposals using Gemini, Google Docs & Gmail
⚡ 233 views · 🔬 Document Extraction & Analysis
Description
How it works
This workflow automatically generates and sends personalized sales proposals when a new row is added to Google Sheets. It uses AI to create proposal content, updates contact details in HubSpot, and generates a formatted document. The document is converted into a PDF and emailed to the client. This eliminates manual proposal writing and ensures fast, consistent delivery.
Step-by-step
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Capture lead and generate AI content
- Google Sheets Trigger – Detects new form submissions in your sheet.
- Loop Over Items – Processes each new entry individually.
- Message a model – Uses Gemini AI to generate the proposal content.
- Code in JavaScript – Cleans and splits AI output into structured fields.
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Create contact and generate document
- Create or update a contact – Stores or updates client data in HubSpot.
- Copy file – Duplicates a proposal template from Google Drive.
- Update a document – Replaces placeholders with real client and AI data.
- Download file – Converts the final document into a PDF file.
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Send proposal to client
- Send a message – Emails the generated PDF proposal to the client.
Why use this?
- Automatically generates professional proposals without manual writing
- Ensures consistent formatting using templates and placeholders
- Saves time by combining CRM, AI, and document creation
- Improves response speed for leads and increases conversion chances
- Scales easily for handling multiple client requests simultaneously
🔗 Nodes Used
Google Drive, HubSpot, Gmail, Google Docs, Google Sheets Trigger, Google Gemini
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File