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Generate business proposals with Azure GPT-4o & save as Gmail drafts from Sheets

Rahul JoshiRahul Joshi
42 views
2/3/2026
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Description:

Accelerate your sales cycle with this n8n workflow template that automatically generates professional business proposals and saves them as Gmail drafts—ready to send. No more manual writing or formatting—let AI create polished proposals tailored to each client.

This automation pulls client and deal data from Google Sheets, checks if the lead has reached the Proposal stage, and uses AI to draft structured proposals with clear sections like scope, deliverables, pricing, and timelines. The content is automatically formatted into professional HTML, and drafts are saved in Gmail for review and quick sending.

What This Template Does:

📊 Retrieves client & lead data from Google Sheets ⚡ Filters deals at the Proposal stage only 🧠 Uses AI to generate client-ready business proposals (subject, scope, deliverables, pricing, etc.) 📝 Cleans and formats AI output into professional HTML proposals 📧 Saves proposals as Gmail drafts for easy review & sending 🌟 100% automated: from deal data to polished draft

Built-in Logic Ensures: ✔️ AI proposals always include required sections (scope, deliverables, pricing, timeline, conclusion) ✔️ No extra details are invented—only uses provided client data ✔️ Proposals are styled and formatted for professional email delivery ✔️ Gmail drafts preserve subject + HTML body, ready to send instantly

Requirements:

  • Google Sheets with client/deal data (name, email, scope, pricing, stage)
  • Gmail account for draft creation & sending
  • Azure OpenAI (or compatible) account for AI-powered proposal generation
  • n8n instance (self-hosted or cloud)

Perfect For:

  • Sales teams preparing client proposals at scale
  • Agencies looking to standardize proposal structure & speed up delivery
  • Startups automating proposal creation from CRM/Sheets
  • Business development teams needing ready-to-send drafts without manual effort

Generate Business Proposals with Azure GPT-4o and Save as Gmail Drafts from Sheets

This n8n workflow automates the process of generating tailored business proposals using Azure OpenAI's GPT-4o and saving them as Gmail drafts, with client data sourced directly from a Google Sheet. It streamlines the proposal creation process, ensuring personalized and efficient communication.

What it does

  1. Triggers Manually: The workflow is initiated manually, allowing you to control when proposal generation begins.
  2. Reads Client Data from Google Sheets: It fetches client information from a specified Google Sheet, including details like client name, company, and project requirements.
  3. Loops Through Each Client: The workflow processes each client entry from the Google Sheet individually.
  4. Generates Proposal Content with Azure OpenAI: For each client, it uses an Azure OpenAI Chat Model (GPT-4o) to generate a customized business proposal based on the provided client data and a predefined prompt.
  5. Prepares Email Draft: The generated proposal content is then used to construct an email, setting the recipient, subject, and body.
  6. Creates Gmail Draft: Finally, it creates a new draft email in Gmail with the personalized proposal, ready for review and sending.

Prerequisites/Requirements

  • n8n Account: A running instance of n8n.
  • Google Sheets Account: With a spreadsheet containing client data (e.g., client names, company, project details).
  • Gmail Account: For creating email drafts.
  • Azure OpenAI Account: Configured with access to a GPT-4o chat model.
  • n8n Credentials:
    • Google Sheets OAuth2 or API Key credentials.
    • Gmail OAuth2 credentials.
    • Azure OpenAI API Key credentials.

Setup/Usage

  1. Import the Workflow:
    • Download the provided JSON file for this workflow.
    • In your n8n instance, go to "Workflows" and click "New".
    • Click the "Import from JSON" button and paste the workflow JSON or upload the file.
  2. Configure Credentials:
    • Locate the "Google Sheets" node and update its credentials to connect to your Google account.
    • Locate the "Gmail" node and update its credentials to connect to your Gmail account.
    • Locate the "Azure OpenAI Chat Model" node and configure your Azure OpenAI API Key and model details.
  3. Specify Google Sheet Details:
    • In the "Google Sheets" node, set the "Spreadsheet ID" and "Sheet Name" where your client data is located.
  4. Customize AI Agent Prompt:
    • In the "AI Agent" node, review and customize the prompt to guide GPT-4o in generating the business proposals according to your specific needs and proposal structure.
  5. Review Gmail Draft Configuration:
    • In the "Gmail" node, ensure the "To" address, "Subject," and "Body" fields are correctly mapped using expressions to pull data from previous nodes (e.g., client email from Google Sheets, proposal content from the AI Agent).
  6. Execute the Workflow:
    • Click the "Execute Workflow" button on the "Manual Trigger" node to run the workflow.
    • The workflow will process each row in your Google Sheet, generate a proposal, and create a Gmail draft.
  7. Review Gmail Drafts:
    • Check your Gmail drafts folder for the newly generated proposals. Review and send them as needed.

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