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Generate sales call proposals with GPT-4o, Google Slides, PandaDoc, and Gmail

by Thomas Abrahamadapted from n8n official workflow galleryUpdated Aug 2026
RequiresGmailGmailGoogle DriveGoogle DriveGoogle SlidesGoogle SlidesHTTP RequestHTTP RequestOpenAI
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GSReplace TextOpenAIGoogle DriveGmailFoOn form submissionOn form submiss…OpenAI1Gmail1FoOn form submission1On form submiss…HRHTTP Request123
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STEPS · 3
Execution path through the workflow

Quick overview This workflow captures details via an n8n form, uses OpenAI to generate structured proposal copy, and then produces a client-ready proposal either by filling a Google Slides template or by creating a PandaDoc document with pricing, before emailing the proposal to the prospect via Gmail. How it works Triggers when a sales rep submits the built-in n8n “Sales Call Logging Form” with the prospect and deal details. Sends the submitted company, problem, solution, scope, timeline, and cost to OpenAI (GPT‑4o) to generate proposal fields as a single JSON object. For the PandaDoc path, creates a PandaDoc document from a template via the PandaDoc API and injects the OpenAI-generated text plus a pricing table based on the form’s Cost value. Emails the PandaDoc proposal to the prospect using Gmail. For the Google Slides path, copies a proposal template in Google Drive and names it using the OpenAI-generated proposal title. Replaces placeholder tokens in the copied Google Slides presentation with the OpenAI-generated proposal sections. Emails the Google Slides proposal link to the prospect using Gmail.

Tags

n8nreference-onlygmailgoogle-drivegoogle-slidesopen-ai
Connects
gmailGmailgoogledriveGoogle DrivegoogleslidesGoogle SlidesWHTTP RequestOpenAI
CategoryAI Automation
Triggermanual
Complexitycomplex
Nodes9
AddedJul 3, 2026

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