Version 1 (Presentation + Email)
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Version 2 (Document + Presentation + Email + Activities)
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Version 3 (Document + Presentation + Email + Activities + Gantt)
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AI-Powered Proposal Creator: The Complete Automation Suite for Your Sales Team
From a single form submission to a fully written, formatted, and delivered sales proposal — with a structured project plan attached. These three n8n workflows represent the full evolution of AI-powered proposal generation, built on Claude AI and designed for sales teams that want to eliminate manual work without sacrificing quality or personalization.
Every version shares the same core engine. Each iteration adds a new layer of intelligence, output flexibility, and delivery automation.
The Core Engine — How All Three Versions Work
The process starts when a sales executive fills out a web form immediately after a client meeting. The workflow then gathers every available piece of context:
From the form: customer name, problem identified, proposed solution, and preferred language. V2 and V3 also capture the client contact’s first name, last name, job title, and email address.
From Fathom: if a meeting recording ID is provided, the workflow connects to the Fathom API, retrieves the full meeting summary, and incorporates the call intelligence into the proposal automatically.
From the RFP: if the client sent a Request for Proposal document, it is uploaded through the form, parsed from PDF, and fed into the AI as additional context — ensuring every stated requirement is addressed.
All of this context is passed to Claude AI via OpenRouter, which generates a complete, structured, client-specific proposal. From there, the three versions diverge in what they produce and how they deliver it.
Proposal Creator V1 — The Foundation
Fast, clean, and fully automated delivery to Google Slides.
V1 establishes the core workflow. Claude generates the proposal content, which is injected into a pre-designed Google Slides template using dynamic text replacement. A clean copy of the template is created in Google Drive for each client, populated with the AI-generated proposal, and ready to present or share within seconds of form submission.
Form fields: Customer name · Problem · Solution · Fathom Meeting ID (optional) · RFP document (optional) · Language
AI model: Claude Sonnet 4.6 via OpenRouter
Output: Personalized Google Slides presentation saved to Google Drive + automatic email delivery via Mandrill
Technology stack:
| Tool | Role |
|---|---|
| n8n | Workflow automation |
| Claude Sonnet 4.6 (OpenRouter) | AI proposal generation |
| Fathom API | Meeting summary retrieval |
| Google Slides | Proposal template and output |
| Google Drive | File management |
| Mandrill | Email delivery |
| PDF Extract | RFP document parsing |
Proposal Creator V2 — Multi-Output and Full Contact Capture
More context, more formats, and zero manual delivery steps.
V2 builds on the same core engine and introduces three major upgrades: richer contact data capture directly in the intake form, dual output format support generating both a Google Slides presentation and a Google Docs document, and automatic email delivery of the finished proposal to the client contact — all triggered by a single form submission.
What’s new in V2:
Extended contact fields. The form now captures the client contact’s first name, last name, job title, and email address. This data is injected directly into the proposal templates, eliminating all manual personalization.
Dual output. V2 generates the proposal as a Google Slides presentation, a Google Docs document, or both — depending on the configuration. Each is created as a clean copy of the corresponding template in Google Drive.
Automatic email delivery. Once both documents are ready, the finished proposal is sent directly to the client contact’s email address via Mandrill — no manual forwarding, no copy-pasting links.
Form fields: Customer name · Contact first/last name · Contact title · Contact email · Problem · Solution · Fathom Meeting ID (optional) · RFP document (optional) · Language
AI model: Claude Sonnet 4.6 via OpenRouter
Output: Google Slides + Google Docs saved to Google Drive + automatic email delivery to client
Technology stack:
| Tool | Role |
|---|---|
| n8n | Workflow automation |
| Claude Sonnet 4.6 (OpenRouter) | AI proposal generation |
| Fathom API | Meeting summary retrieval |
| Google Slides | Presentation output |
| Google Docs | Document output |
| Google Drive | File management |
| Mandrill | Automatic email delivery |
| PDF Extract | RFP document parsing |
Proposal Creator V3 — The Complete Package ⭐ Latest Version
Upgraded AI model, structured project plan, and a ready-to-use CSV of phases and activities.
V3 is the most complete version of the workflow. It inherits everything from V2 and adds two significant upgrades: an upgrade to Claude Sonnet 5 — the most advanced Claude model available — and a new automated step that generates a structured CSV file containing the project phases and activities as part of the proposal package.
What’s new in V3:
Claude Sonnet 5. V3 runs on the latest and most capable Claude model, producing sharper reasoning, more nuanced proposal writing, and better handling of complex client contexts and technical RFP documents.
CSV export of project phases and activities. After generating the proposal content, V3 automatically builds a structured CSV file with the project phases and individual activities derived from the AI-generated plan. This gives the sales team a ready-to-use project breakdown — importable into project management tools like Airtable, Monday.com, ClickUp, or Smartsheet — without any manual extraction or reformatting.
This means V3 doesn’t just deliver a proposal. It delivers a proposal plus the project plan, structured and ready for execution from day one.
Form fields: Customer name · Contact first/last name · Contact title · Contact email · Problem · Solution · Fathom Meeting ID (optional) · RFP document (optional) · Language
AI model: Claude Sonnet 5 via OpenRouter
Output: Google Slides + Google Docs saved to Google Drive + CSV of project phases and activities + automatic email delivery to client
Technology stack:
| Tool | Role |
|---|---|
| n8n | Workflow automation |
| Claude Sonnet 5 (OpenRouter) | AI proposal generation |
| Fathom API | Meeting summary retrieval |
| Google Slides | Presentation output |
| Google Docs | Document output |
| Google Drive | File management |
| Mandrill | Automatic email delivery |
| PDF Extract | RFP document parsing |
| Code node (CSV) | Project phases and activities export |
Version Comparison at a Glance
| Feature | V1 | V2 | V3 |
|---|---|---|---|
| AI proposal generation | ✅ | ✅ | ✅ |
| Fathom meeting summary | ✅ | ✅ | ✅ |
| RFP document parsing | ✅ | ✅ | ✅ |
| Multilingual support | ✅ | ✅ | ✅ |
| Google Slides output | ✅ | ✅ | ✅ |
| Automatic email delivery | ✅ | ✅ | ✅ |
| Contact fields (name, title, email) | ❌ | ✅ | ✅ |
| Google Docs output | ❌ | ✅ | ✅ |
| CSV of project phases and activities | ❌ | ❌ | ✅ |
| Claude Sonnet 5 | ❌ | ❌ | ✅ |
Recommended: V3 — the only version that delivers a complete proposal package including a structured project plan ready for execution.
Key Business Benefits
From call to delivered proposal in under a minute. The entire process — context gathering, AI writing, document generation, and client email — happens automatically after the form is submitted.
Every proposal is personalized with real context. Claude uses the sales notes, the Fathom meeting summary, and the client’s own RFP document — not a generic template. Each proposal reflects the actual conversation.
A project plan, not just a document. V3’s CSV export means the client receives a proposal and a structured breakdown of phases and activities they can immediately import into their project management system.
Consistent quality at any volume. Whether the team sends five or five hundred proposals per month, every document follows the same structure, tone, and quality standard.
Zero manual steps after form submission. In V3, the entire path from form to client inbox — including proposal writing, document creation, project plan export, and email delivery — requires no human intervention.
Who Is This For?
Sales teams, account executives, presales engineers, and business development managers at companies that send a significant volume of proposals and want to eliminate the manual writing, formatting, and delivery process without sacrificing personalization, quality, or the professional structure clients expect.
Ready to implement this in your organization? Contact us and we’ll help you deploy and customize it.
