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Create professional proposals using Dual AI and Google Docs templates

KeanKean
104 views
2/3/2026
Lead ManagementWebhookIntegrationSalesforceCRM
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How it works

  1. Input your proposal basics - Manually enter the core details and key points for your proposal
  2. Dual AI processing - OpenAI expands your inputs into a comprehensive draft, then Claude refines it for clarity and readability
  3. Automated document output - The workflow copies your Google Doc template, replaces all variables with the AI-generated content, and delivers your finished proposal

Set up steps

Estimated time: 10-15 minutes

  1. Create an OpenRouter account - Sign up at OpenRouter to get API access for Claude
  2. Set up your Google Doc template - Create a template document with placeholder variables (variable names are listed in the 'Update proposal' node)
  3. Configure API credentials - Add your OpenAI and OpenRouter API keys to the workflow
  4. Connect Google Drive - Authenticate your Google account to enable document creation

💡 Detailed configuration instructions and variable naming conventions can be found in the sticky notes within the workflow.

Create Professional Proposals Using Dual AI and Google Docs Templates

This n8n workflow automates the creation of professional proposals by leveraging the power of two AI models (OpenAI and OpenRouter) and Google Docs templates. It allows you to generate dynamic content for your proposals and then populate a Google Docs template with the AI-generated text.

What it does

  1. Manual Trigger: Initiates the workflow when you click 'Execute workflow' in n8n.
  2. Edit Fields (Set): This node is a placeholder, likely intended for defining or modifying input data for the proposal generation. It currently doesn't have specific data defined in the provided JSON but can be configured to set variables like client name, project details, or specific proposal sections.
  3. Basic LLM Chain (OpenAI): Utilizes an OpenAI Large Language Model (LLM) to generate a portion of the proposal content. This could be for an executive summary, project scope, or other sections requiring creative text generation.
  4. Structured Output Parser: Processes the output from the OpenAI LLM, likely to extract specific data points or format the generated text into a structured format (e.g., JSON) that can be easily used in subsequent steps.
  5. OpenRouter Chat Model: Employs an OpenRouter Chat Model, potentially for generating alternative sections of the proposal, refining existing content, or providing a different perspective, showcasing a "dual AI" approach.
  6. Google Docs: Interacts with Google Docs, likely to open a predefined template document.
  7. Google Drive: This node is also a placeholder, potentially for saving the generated document or retrieving templates from Google Drive.
  8. Sticky Note: A sticky note is present, likely for documentation or comments within the workflow itself, indicating areas for improvement or specific instructions.

Prerequisites/Requirements

  • n8n Account: An active n8n instance (cloud or self-hosted).
  • OpenAI API Key: For the "Basic LLM Chain" node to access OpenAI's language models.
  • OpenRouter API Key: For the "OpenRouter Chat Model" node to access OpenRouter's language models.
  • Google Account: With access to Google Docs and Google Drive.
  • Google Docs Template: A pre-designed Google Docs template with placeholders for the AI-generated content.

Setup/Usage

  1. Import the Workflow: Import the provided JSON into your n8n instance.
  2. Configure Credentials:
    • Set up your OpenAI API Key credential for the "OpenAI" node.
    • Set up your OpenRouter API Key credential for the "OpenRouter Chat Model" node.
    • Configure your Google OAuth2 credential for the "Google Docs" and "Google Drive" nodes.
  3. Customize "Edit Fields" Node:
    • Modify the "Edit Fields" (Set) node to define the input data required for your proposals (e.g., client name, project description, specific requirements). This data will be passed to the AI models.
  4. Configure AI Nodes:
    • Adjust the prompts and model parameters within the "Basic LLM Chain" (OpenAI) and "OpenRouter Chat Model" nodes to generate the desired proposal content.
    • Ensure the "Structured Output Parser" is configured to correctly parse the AI output for your Google Docs template.
  5. Configure Google Docs Node:
    • Specify the ID of your Google Docs template document.
    • Map the AI-generated content to the placeholders within your Google Docs template.
  6. Execute Workflow: Click "Execute workflow" on the "Manual Trigger" node to run the automation. The workflow will generate the proposal content and populate your Google Docs template.

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