Auto-generate WhatsApp proposals from voice or text using GPT & APITemplate
How it works • Transcribes a WhatsApp voice or text message from a prospect using Whisper or GPT • Extracts key information (name, need, context, urgency) via AI • Matches the most relevant service pack by comparing the prospect’s need with Airtable data • Dynamically fills a branded template via APITEMPLATE (HTML or PDF) • Generates a clean, personalized business proposal — including dynamic links (payment, calendar, etc.) • Sends the final PDF back instantly via WhatsApp or email
Set up steps • ⏱ Estimated setup time: 45–60 minutes • ✅ You’ll need: ◦ WhatsApp Business Cloud API access (with webhook configured) ◦ OpenAI API key (Whisper + GPT) ◦ Airtable (to store service packs and client input) ◦ APITEMPLATE account (template with placeholders like {{nom}}, {{prix}}, {{lien_reservation}}, etc.) ◦ n8n instance (cloud or self-hosted)
• 📦 Create your service packs in Airtable with associated links (Stripe, Calendly…) • 🔗 The proposal auto-includes these links dynamically inside the PDF • 🚀 Workflow orchestrates the end-to-end process: from WhatsApp input to PDF delivery
n8n Workflow: AI-Powered WhatsApp Proposal Generator
This n8n workflow leverages AI to generate comprehensive proposals based on user input received via WhatsApp. It can process both text and voice messages, transcribing voice inputs and then using a large language model (LLM) to craft detailed proposals. The generated proposal can then be sent back to the user on WhatsApp.
What it does
This workflow automates the following steps:
- Listens for WhatsApp Messages: The workflow is triggered by incoming messages to a configured WhatsApp Business Cloud account.
- Processes Incoming Media (Voice): If the incoming message contains an audio file (e.g., a voice note), it downloads the audio.
- Transcribes Audio to Text: It uses an OpenAI Whisper model to transcribe the downloaded audio into text.
- Extracts User Input: It extracts the relevant text input from either the original text message or the transcribed audio.
- Generates Proposal with AI: It uses an AI Agent (powered by an OpenAI Chat Model and a Calculator tool) to generate a detailed proposal based on the user's request.
- Formats Proposal (APITemplate.io): It then uses APITemplate.io to format the AI-generated proposal into a visually appealing document.
- Sends Proposal via WhatsApp: Finally, it sends the formatted proposal back to the user on WhatsApp.
Prerequisites/Requirements
To use this workflow, you will need:
- n8n Instance: A running instance of n8n.
- WhatsApp Business Cloud Account: Configured with a webhook pointing to your n8n instance for the WhatsApp Trigger node.
- OpenAI API Key: For the OpenAI Chat Model and OpenAI (Whisper for transcription) nodes.
- APITemplate.io Account: With an API key to generate the formatted proposals.
Setup/Usage
- Import the Workflow:
- Copy the provided JSON code.
- In your n8n instance, go to "Workflows" and click "New".
- Click the "Import from JSON" button and paste the workflow JSON.
- Configure Credentials:
- Locate the "WhatsApp Trigger" node and configure your WhatsApp Business Cloud credentials.
- Locate the "OpenAI Chat Model" and "OpenAI" nodes and configure your OpenAI API Key credentials.
- Locate the "APITemplate.io" node and configure your APITemplate.io API Key credentials.
- Locate the "WhatsApp Business Cloud" node and configure your WhatsApp Business Cloud credentials.
- Activate the Workflow:
- Once all credentials are set up, activate the workflow by toggling the "Active" switch in the top right corner of the workflow editor.
Now, when a user sends a message (text or voice) to your WhatsApp Business Cloud number, the workflow will automatically generate and send back a proposal.
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