Pitch While the Lead Is Warm: AI Proposal Automation (n8n)

In a professional services firm, the proposal waits until someone turns the sales call into slides. The client already said everything the proposal needs on the call.

A set of 3 n8n workflows that I deploy for service businesses:

A note taker sends each call transcript to n8n, which checks the pipeline.

After a sales call, Claude pulls out what the proposal needs. n8n gets the proposal ready and personalizes it, sends you an email with the link to review. The deck never goes straight to the prospect, you stay in control.

After the closing call, n8n drafts the PandaDoc contract from both calls. On signing, the client gets a welcome email, and n8n creates their Google Drive folder once the kickoff is booked.

A third workflow sends 3 follow-up emails written by Claude, plus a rebook email for no-shows.

n8n, Claude, Fathom, Google Slides, PandaDoc, Google Sheets and Gmail.

The proposal deck is ready for your review before you've written your notes, built from what the client said on the call.

I designed and built all 3 workflows, wrote the extraction prompt and the logic, and set the system up for each client.

One workflow like the proposal agent fits the AI Automation Sprint. Start with the Free AI Systems Fit Call and bring your proposal template.