{"product_id":"n8n-workflow-turn-discovery-calls-into-openai-proposals","title":"n8n Workflow: Turn Discovery Calls into OpenAI Proposals","description":"\u003ch3\u003eTurn discovery call notes into an OpenAI-powered proposal draft—automatically\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow captures your discovery call details from an \u003cstrong\u003en8n Form\u003c\/strong\u003e, logs them to \u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e, and—when the outcome is \u003cem\u003e“Send proposal”\u003c\/em\u003e—uses \u003cstrong\u003eOpenAI\u003c\/strong\u003e to generate structured proposal copy and milestones. It then creates a \u003cstrong\u003eGmail draft email\u003c\/strong\u003e that links to a proposal \u003cstrong\u003eGoogle Doc\u003c\/strong\u003e for fast client-ready sending.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCollects intake data\u003c\/strong\u003e via an \u003cstrong\u003en8n Form submission\u003c\/strong\u003e (discovery call details).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eLogs calls to Google Sheets\u003c\/strong\u003e by appending submitted call data into a \u003cstrong\u003e“Calls”\u003c\/strong\u003e sheet (or a sheet you configure).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eChecks the call outcome\u003c\/strong\u003e: if the outcome is not \u003cem\u003e“Send proposal”\u003c\/em\u003e, the workflow stops.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eGenerates proposal content with OpenAI\u003c\/strong\u003e (GPT-5.4) to produce structured sections such as:\n    \u003cul\u003e\n      \u003cli\u003eProposal title\u003c\/li\u003e\n      \u003cli\u003eProblem pitch\u003c\/li\u003e\n      \u003cli\u003eSolution pitch\u003c\/li\u003e\n      \u003cli\u003ePlatform summary\u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCreates project milestones and timelines with OpenAI\u003c\/strong\u003e (gpt-5-mini) using the proposed solution and a rough timetable, generating \u003cstrong\u003efour milestones\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eDrafts the client email\u003c\/strong\u003e in \u003cstrong\u003eGmail\u003c\/strong\u003e using content derived from a \u003cstrong\u003eGoogle Slides\u003c\/strong\u003e page, including a link to a proposal document in \u003cstrong\u003eGoogle Docs\u003c\/strong\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eSaaS and services teams who want to move from \u003cstrong\u003ediscovery calls\u003c\/strong\u003e to \u003cstrong\u003eproposal drafts\u003c\/strong\u003e in minutes.\u003c\/li\u003e\n  \u003cli\u003eAutomation engineers and n8n users building repeatable \u003cstrong\u003eclient onboarding\u003c\/strong\u003e pipelines.\u003c\/li\u003e\n  \u003cli\u003eTeams standardizing proposal structure while still tailoring to each call’s intake details.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\u003cstrong\u003en8n Form Trigger\u003c\/strong\u003e\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eif\u003c\/strong\u003e conditional logic on the call outcome (\u003cem\u003e“Send proposal”\u003c\/em\u003e)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e (append to “Calls” sheet)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eOpenAI\u003c\/strong\u003e: GPT-5.4 for proposal copy; gpt-5-mini for milestones\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eGoogle Slides\u003c\/strong\u003e (retrieves a page before composing the email)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eGmail\u003c\/strong\u003e (creates a draft email with recipient mapping from client email)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n-nodes-langchainagent\u003c\/strong\u003e (as referenced in the workflow stack)\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003cstrong\u003eSetup note:\u003c\/strong\u003e you’ll connect OAuth for Google Sheets, Gmail, and Google Slides, add your OpenAI API credential, and ensure the email body points to a valid Google Docs document ID.\u003c\/p\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45877621260467,"sku":"N8N-18560","price":28.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/nKaa6NxE5m8UEhAR6xgkf_NEXPugok.png?v=1787337209","url":"https:\/\/buyflowscripts.com\/products\/n8n-workflow-turn-discovery-calls-into-openai-proposals","provider":"N8N Commerce","version":"1.0","type":"link"}