Version 1 (Presentation + Email)
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Version 2 (Document + Presentation + Email + Activities)
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AI-Powered Proposal Creator: Two Automation Workflows for Your Sales Team
Stop writing proposals from scratch after every sales call. These two n8n automation workflows generate complete, personalized sales proposals using Claude AI — pulling context from Fathom meeting summaries and client RFP documents, and delivering the final output directly to your sales team in seconds.
Both versions share the same core intelligence. The difference is in the output, flexibility, and delivery.
How Both Workflows Work
Every proposal starts the same way: a sales executive fills out a simple web form right after a client meeting. The workflow then gathers all available context — notes from the form, the AI-generated meeting summary from Fathom, and the client’s RFP document if one was uploaded — and passes everything to Claude Sonnet via OpenRouter. Claude generates a complete, structured, client-specific proposal in the language specified. From there, the two versions diverge.
Proposal Creator V1 — Google Slides Delivery
The essentials, fully automated.
V1 is the foundational workflow. It takes the AI-generated proposal content and injects it directly into a pre-designed Google Slides template using dynamic text replacement. A clean copy of the template is created for each client in Google Drive, populated with the proposal content, and made available for the sales executive to review, customize, and share.
Form fields:
- Customer name
- Problem identified
- Proposed solution
- Fathom Meeting ID (optional — pulls meeting summary automatically)
- RFP document (optional — parsed and used as AI context)
- Language
Output: A personalized Google Slides presentation, saved to Google Drive and ready to present or share.
Technology stack:
| Tool | Role |
|---|---|
| n8n | Workflow automation engine |
| Claude Sonnet (OpenRouter) | AI proposal generation |
| Fathom API | Meeting summary retrieval |
| Google Slides | Proposal template and output |
| Google Drive | File copy and storage |
| PDF Extract | RFP document parsing |
Proposal Creator V2 — Multi-Output with Email Delivery
More context. More formats. Fully delivered.
V2 builds on the same core engine and adds three major capabilities: richer contact data capture, dual output format support (Google Slides and Google Docs), and automatic email delivery of the finished proposal — all from the same form submission.
New in V2:
Extended contact fields. The intake form now captures the client contact’s first name, last name, job title, and email address directly. This data is injected into the proposal template automatically, eliminating manual personalization after the fact.
Dual output: Google Slides and Google Docs. V2 can generate the proposal as a Google Slides presentation, a Google Docs document, or both — depending on the configuration. Each output is created as a clean copy of the corresponding template in Google Drive, populated with the AI-generated content.
Automatic email delivery. Once the proposal is generated and the documents are ready, V2 sends the finished proposal directly to the client’s email address captured in the form — no manual forwarding required.
Form fields (V2):
- Customer name
- Contact first name and last name
- Contact job title
- Contact email address
- Problem identified
- Proposed solution
- Fathom Meeting ID (optional)
- RFP document (optional)
- Language
Output: A personalized Google Slides presentation and/or Google Docs document, saved to Google Drive and automatically emailed to the client contact.
Technology stack:
| Tool | Role |
|---|---|
| n8n | Workflow automation engine |
| Claude Sonnet 4.6 (OpenRouter) | AI proposal generation |
| Fathom API | Meeting summary retrieval |
| Google Slides | Presentation template and output |
| Google Docs | Document template and output |
| Google Drive | File copy and storage |
| PDF Extract | RFP document parsing |
| Email (HTTP) | Automatic proposal delivery |
V1 vs. V2 at a Glance
| Feature | V1 | V2 |
|---|---|---|
| AI proposal generation | ✅ | ✅ |
| Fathom meeting summary | ✅ | ✅ |
| RFP document parsing | ✅ | ✅ |
| Multilingual support | ✅ | ✅ |
| Google Slides output | ✅ | ✅ |
| Google Docs output | ❌ | ✅ |
| Contact fields (name, title, email) | ❌ | ✅ |
| Auto email delivery to client | ❌ | ✅ |
| Claude Sonnet 4.6 | ❌ | ✅ |
Recommended for most teams: V2 — the additional contact fields, dual output and automatic email delivery eliminate the last manual steps in the proposal process.
Key Business Benefits
Proposals in under a minute. From form submission to a client-ready document in seconds — regardless of proposal complexity or length.
Every proposal is personalized. Claude uses real context from the sales conversation, the client’s RFP, and the Fathom meeting summary — not a generic template.
Consistent quality across the team. Every proposal follows the same structure and quality standard, regardless of who filled in the form.
Multilingual out of the box. Generate proposals in any language — ideal for teams serving international clients.
Zero manual steps in V2. The proposal is generated, formatted, and emailed to the client without the sales executive touching a single document.
Who Is This For?
These workflows are designed for sales teams, account executives, presales engineers, and business development managers who send a significant volume of proposals and want to eliminate the manual writing and formatting process without sacrificing personalization or quality.
Interested in implementing one of these workflows in your organization? Contact us and we’ll help you deploy and customize it.
