My n8n Sales Proposal Automation (Free Template)
Автор: Aariz Sajan
Загружено: 2026-01-30
Просмотров: 29
Описание:
In this video, I walk you through the process of sending a custom proposal right after a sales call using a simple form. After filling out the form with details like the company name, problem, and solution, the proposal is generated automatically and sent to the client within minutes. I also demonstrate how to set up the workflow in N8n, including integrating OpenAI for content generation and Google Drive for document management. Please make sure to download the proposal template from the description and follow along with the steps provided. If you have any questions or need assistance, feel free to reach out!
Free Template (workflow + proposal): https://drive.google.com/drive/folder...
00:00 Sales Call Follow-Up
01:50 Proposal Content Overview
03:54 Creating Workflow in N8n
06:21 Integrating OpenAI for Proposals
10:00 Copying Proposal Template
11:55 Replacing Text in Slides
15:08 Finalizing Proposal Details
17:55 Sending Proposal via Email
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