AI proposal generator

Proposal Composer drafted right after the call.

Run it after a sales call with the client's name and your notes — it researches the client and drafts a complete proposal in a Google Doc, with the decisions it needs from you listed separately. It never sends anything to the client.

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Steps

3, all listed

Runs

Run on demand

Apps

GmailGoogle Docs

Memory

Fresh each run

Run on demand Runs when you ask

What lands for you

Who it's for

For agencies, consultants and freelancers who lose momentum because the proposal goes out three days after the call.

What you need

  • Your Gmail and Google Docs accounts, connected in a click each
  • Client (you fill this in at setup)
  • Call notes (you fill this in at setup)
  • Your services and pricing (you fill this in at setup)

Looking for an n8n template for this? This one is already built. Connect your apps and it runs, with nothing to wire up or host.

Every step, in order

What it does, step by step.

Nothing hidden. This is the full list of what it does each run.

3steps
2apps
4settings
TriggerWhat starts itAutomaticRuns without youAsks youWaits for your answer

Starts when you run it

Run it whenever you need it and fill in the details for that run.

Trigger
1

Research the client

Looks up the client on the web: what they do, their size, customers, recent news and how they describe themselves, keeping links to everything it finds.

Automatic
Google Docs2

Draft the proposal

Writes a complete proposal in a Google Doc from your call notes, priced only from the services and pricing you gave it. If you share a past proposal, it follows its structure and tone. Anything your notes don't settle gets a clear [placeholder] instead of a guess.

AutomaticGoogle Docs
Gmail3

Email me

Emails you the link to the proposal and the list of placeholders to fill in before you send it.

AutomaticGmail
Apps needed

Connect these, then it runs.

One click each. It only uses these apps for the steps listed above.

Gmail

Gmail

Used for

  • Email me
Gmail integration →
Google Docs

Google Docs

Used for

  • Draft the proposal
Google Docs integration →

Disconnect any app whenever you like. How we keep your data safe

Time saved

~2hrs/week

For a typical agency writing around 4 proposals a month. Move the slider to see yours.

130
1.8hours saved a week
8.0hours saved a month
1.0working days a month

Estimate. Assumes about 2 hours saved researching the client and drafting each proposal.

Make it yours

Tell it what matters to you.

Fill these in once when you set it up. Plain English is fine.

Client

Required

Company name and website.

Text

Call notes

Required

What they need, their goals, budget, timing and anything they said that matters. Paste a transcript if you have one.

Text

Your services and pricing

Required

What you offer, how you price it, and your usual terms — the proposal uses only this.

Text

A past proposal to match

Optional

Optional. Link to a Google Doc whose structure and tone to follow.

Text

Proposal Composer: common questions

Can I paste a call transcript?

Yes. Paste notes or the full transcript into "Call notes". The more it knows about their goals, budget and timing, the better the draft.

Where does the pricing come from?

Only from the services and pricing you give it. It doesn't invent prices.

Is it for Upwork bids?

No. It writes full client proposals after a sales conversation, not job-board bids.

Does it send the proposal to the client?

No. It never sends anything to the client. You review the doc, fill the placeholders and send it yourself.

When does it run?

Whenever you run it, usually right after a sales call, with the client's name and your notes.

Is there an n8n template for this?

You don't need one. This workflow is already built: connect your apps and it runs, with nothing to wire up or host.

Which apps do I need to connect?

Gmail and Google Docs. You connect each one once, in a click, when you set the workflow up.

What can I change?

Client, Call notes, Your services and pricing, A past proposal to match. Only client and call notes and your services and pricing are required; the rest have sensible defaults.

Can I change the schedule or the steps?

Yes. Installing copies the whole workflow into your workspace as a draft, and from then on it's yours: reword any step, change the settings, and pick the schedule and time zone. Nothing runs until you run it or publish it.

Which AI model runs it?

The agent you choose when you install it. The workflow uses that agent's model, tools and memory, and you can move it to another agent later.

Pairs well with

Related workflows

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Use this workflow

Every weekday, finds companies that fit your ideal customer and have a reason to buy now, researches each, and adds it to a Google Sheet with a suggested opener.

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Use this workflow

Finds new lead emails, researches and scores each person against your ideal customer, keeps them in a Google Sheet, and drafts a reply to the hot ones for you to send.

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Use this workflow

Every weekday, finds people on Reddit, X, Hacker News and forums asking for what you sell, and logs each with a suggested helpful reply.

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Weekdays, 8 am

Send the proposal the same day as the call.

Run it after a sales call: researches the client and drafts a proposal from your notes in a Google Doc, listing what you need to decide.

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