Automated AI Proposal Generator with PDFMonkey
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Streamline your sales process with an AI-powered proposal generator. This workflow takes client data, uses AI to craft compelling proposal content, and delivers a professional PDF directly to your client's inbox.
About This Workflow
Transform your proposal creation from a tedious manual task into an automated, intelligent process. This n8n workflow leverages the power of AI to generate high-quality, personalized proposal content based on client input. Once the content is generated, it's seamlessly passed to PDFmonkey to create a polished PDF document. The workflow intelligently waits for PDF generation to complete before fetching the file and sending it directly to your client via email. Save time, enhance consistency, and close deals faster with this end-to-end automated solution.
Key Features
- AI-Powered Content Generation: Utilizes advanced AI models to create persuasive and relevant proposal text.
- Seamless PDF Creation: Integrates with PDFmonkey for professional, branded PDF document generation.
- Automated Client Delivery: Automatically emails the generated proposal to the client upon completion.
- Form-Based Data Input: Simple form trigger allows for easy collection of essential client information.
- Reliable Workflow: Incorporates webhook waiting for robust PDF generation confirmation.
How To Use
- Configure the Form Trigger (0. Form Trigger): Set up your input form to collect all necessary client details (e.g., company name, project description, client needs).
- Define Prompt Logic (1. Prepare AI Prompt): Customize the
functionnode to format the client data into a structured prompt suitable for the AI model, and extract key information. - Set Up OpenAI Integration (2. Generate Proposal Content): Configure the OpenAI node with your API key and specify the prompt template that the AI will use to generate proposal content.
- Integrate PDFmonkey (3. Generate Proposal PDF): Connect to PDFmonkey using its API. Ensure you have a pre-designed PDF template ready, and map the AI-generated content to the template fields.
- Implement Wait for Webhook (4. Wait): Configure PDFmonkey to send a webhook upon completion. Set up the
waitnode in n8n to listen for this webhook to ensure the PDF is ready before proceeding. - Fetch the PDF (5. Download Generated PDF): Configure this
httpRequestnode to download the generated PDF file from PDFmonkey's API. - Prepare Email Data (6. Prepare Email Data): Use this
functionnode to gather the client's email address and the downloaded PDF binary data. - Configure Email Sending (7. Send Proposal Email): Set up your email node (e.g., Gmail) with the recipient's email, subject line, and attach the generated PDF.
Apps Used
Workflow JSON
{
"id": "e99be597-4147-4af6-9f42-9adaf33e2f59",
"name": "Automated AI Proposal Generator with PDFMonkey",
"nodes": 6,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: e99be597-4147...
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