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Typeform / Notion / Manual inputSales Operations
AI Proposal Generator
Turns a discovery call summary into a fully customized, branded proposal in under 10 minutes.
Overview
What we built
An automated system that generates fully customized, professional proposals based on a discovery call summary or intake form—ready to send to the client within minutes of the conversation ending.
The challenge
Why automation was needed
Custom proposals were slow to write and inconsistent in quality.
- Agency owners and consultants spending 2–5 hours writing custom proposals for every prospect
- Quality and structure varied between proposals
- Proposals were often sent late
- Follow-up after sending was inconsistent—and deals went cold
The solution
How the workflow runs
A context-aware generation workflow that drafts, formats, sends, and follows up.
n8n triggers the proposal generation workflow
n8n WebhookOpenAI reads the context and generates a tailored, structured proposal
OpenAI GPT-4Proposal formatted into a branded Google Doc or PDF
Google Docs APISent to the prospect via email with open-tracking
Gmail + trackingIf viewed but not responded to within X days, a follow-up is triggered
n8n + EmailDetail
Auto-generated proposal sections
- Executive Summary (personalized to the client's situation)
- Problem Statement (mirrored from their stated pain points)
- Proposed Solution (scoped to their specific needs)
- Timeline & Milestones
- Investment / Pricing
- Why Autosphere Labs (social proof block)
- Next Steps and CTA
Tech stack
Tools that power it
Workflow Automationn8n
Proposal ContentOpenAI GPT-4
Document CreationGoogle Docs API
DeliveryGmail
E-Signature (optional)DocuSign / PandaDoc
Impact & results
What changed after launch
- Proposal turnaround time reduced from 3–5 hours to under 10 minutes
- Consistent quality and structure across every proposal
- Follow-up automation prevents proposals from going cold
- Higher conversion rates—prospects receive proposals while the conversation is still fresh
Outcome
The bottom line
Prospects receive a polished, tailored proposal while the conversation is still fresh—and automated follow-up keeps it from going cold.