n8n Workflow: Generate AI-Powered Sales Proposals from Jotform Leads with OpenAI and Google Docs

This n8n workflow automates the generation of personalized sales proposals using AI, triggered by new lead submissions from Jotform. It leverages OpenAI to create proposal content and then stores the generated content in a new Google Doc.

What it does

This workflow streamlines the sales proposal process by:

1. Listening for New Jotform Submissions: It automatically triggers whenever a new form is submitted via Jotform, capturing lead data.
2. Generating AI-Powered Proposal Content: It sends the lead data to OpenAI to generate a tailored sales proposal draft.
3. Creating a Google Doc: It creates a new Google Doc to store the AI-generated proposal.
4. Adding Content to Google Doc: It inserts the proposal content generated by OpenAI into the newly created Google Doc.
5. Sending Notification Email: It sends an email notification (via Gmail) with a link to the newly created Google Doc, likely to the sales team or the lead themselves.
6. Saving Google Doc Link: It saves the URL of the generated Google Doc to Google Drive.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Account: A running instance of n8n.
• Jotform Account: A Jotform account with a form set up to capture lead information.
• OpenAI API Key: An OpenAI account with an API key for generating AI content.
• Google Account: A Google account with access to Google Docs and Google Drive.
• Gmail Account: A Gmail account for sending email notifications.

Setup/Usage

1. Import the Workflow:
   • Download the workflow JSON provided.
   • In your n8n instance, click on "Workflows" in the left sidebar.
   • Click "New" and then "Import from JSON".
   • Paste the JSON content or upload the JSON file.
2. Configure Credentials:
   • For each node (Jotform Trigger, OpenAI, Google Docs, Gmail, Google Drive), you will need to set up the respective credentials.
   • Click on each node, then on the "Credential" field, select an existing credential or click "Create New" to add your API keys/OAuth connections for Jotform, OpenAI, Google, and Gmail.
3. Configure Jotform Trigger:
   • In the "Jotform Trigger" node, select the specific Jotform form you want to monitor for new submissions.
4. Configure OpenAI Node:
   • Review the prompt in the OpenAI node to ensure it generates proposals in your desired format and tone. You might need to adjust the prompt to effectively use the data from Jotform.
5. Configure Google Docs Node:
   • Specify the folder where the new Google Docs should be created.
6. Configure Gmail Node:
   • Set the recipient email address(es), subject, and body for the notification email. You can use expressions to dynamically include the Google Doc link and lead information.
7. Configure Google Drive Node:
   • Ensure the Google Drive node is configured to save the document link as needed.
8. Activate the Workflow:
   • Once all credentials and configurations are set, click the "Activate" toggle in the top right corner of the workflow editor to start listening for new Jotform submissions.

Now, whenever a new lead submits your Jotform, this workflow will automatically generate a personalized sales proposal and notify the relevant parties!