Content: 01859.zip (39.92 KB)
Uploaded: 12.01.2026

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$7
# Automated business proposal generation from form: AI, PDF, email delivery

This workflow automates the creation and delivery of professional business proposals based on form submissions. It uses AI (GPT-4o) to generate content, PDFmonkey to format it into a styled PDF, and Gmail to deliver it to the client. Designed for freelancers, sales teams, and agencies who want to streamline client communication.

## Who it´s for
- Freelancers automating proposal workflows
- Sales managers needing fast, personalized documents
- Agencies scaling client-facing document production
- SaaS startups with automated onboarding sequences

## What the automation does
- Triggers on form submission (e.g., Google Forms via webhook)
- Sends client data to GPT-4o via OpenAI API to generate structured proposal text
- Passes AI-generated content to PDFmonkey to render a branded PDF using a template
- Downloads the PDF after completion is confirmed via webhook
- Sends the document to the client via Gmail

## What´s included
- Ready-to-use n8n workflow
- Trigger and handler logic based on HTTP webhooks and forms
- Integrations with OpenAI, PDFmonkey, Gmail, and HTTP API
- Basic written instructions for setup and adaptation

## Requirements for setup
- n8n instance (cloud or self-hosted)
- OpenAI account with API key
- PDFmonkey account with a configured template
- Gmail account connected via OAuth
- Webhook-enabled form (e.g., Google Forms)

## Benefits and outcomes
- Saves time on manual proposal drafting
- Ensures consistent, professional document quality
- Enables scaling without increasing manual effort
- Delivers personalized content using AI
- Easily integrates with existing tools and processes

## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via chat
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