AI Proposal Factory

Automated proposal generation from CRM opportunities

Industry: Professional Services / Sales Operations · Role: Automation architect

Overview

A workflow designed to automatically generate customised business proposals from CRM opportunities.

Business problem

Writing proposals by hand is slow and produces inconsistent quality and branding across the sales team.

Workflow

1. HubSpot opportunity
2. n8n workflow
3. Collect customer data
4. AI analyzes requirements
5. Proposal content generated
6. Document generated
7. PDF created
8. Stored in Google Drive
9. Customer email generated
10. WhatsApp notification
11. Engagement tracking

Technology stack

HubSpot, n8n, OpenAI, Google Drive, Google Workspace, WhatsApp, Email automation

Outcome

Less manual time spent creating proposals while keeping branding and proposal quality consistent.