AI提案生成システム
中級
これはSales, AI分野の自動化ワークフローで、6個のノードを含みます。主にGmail, FormTrigger, GoogleDrive, GoogleSlides, OpenAiなどのノードを使用、AI技術を活用したスマート自動化を実現。 営業フォローアップ電話に基づくAI駆動の自動提案書生成ツール
前提条件
- •Googleアカウント + Gmail API認証情報
- •Google Drive API認証情報
- •OpenAI API Key
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"meta": {
"templateCredsSetupCompleted": false
},
"name": "AI Proposal Generator System",
"tags": [],
"nodes": [
{
"id": "12f23b4f-a653-45ad-87b7-e60ba30e70cb",
"name": "テキストの置換",
"type": "n8n-nodes-base.googleSlides",
"position": [
1300,
1100
],
"parameters": {
"textUi": {
"textValues": [
{
"text": "{{proposalTitle}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.proposalTitle }}"
},
{
"text": "{{descriptionName}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.descriptionName }}"
},
{
"text": "{{oneParagraphProblemSummary}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.oneParagraphProblemSummary }}"
},
{
"text": "{{solutionHeadingOne}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.solutionHeadingOne }}"
},
{
"text": "{{solutionHeadingTwo}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.solutionHeadingTwo }}"
},
{
"text": "{{solutionHeadingThree}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.solutionHeadingThree }}"
},
{
"text": "{{solutionDescriptionOne}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.solutionDescriptionOne }}"
},
{
"text": "{{solutionDescriptionTwo}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.solutionDescriptionTwo }}"
},
{
"text": "{{solutionDescriptionThree}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.solutionDescriptionThree }}"
},
{
"text": "{{shortScopeTitleOne}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.shortScopeTitleOne }}"
},
{
"text": "{{shortScopeTitleTwo}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.shortScopeTitleTwo }}"
},
{
"text": "{{shortScopeTitleThree}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.shortScopeTitleThree }}"
},
{
"text": "{{shortScopeDescriptionOne}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.shortScopeDescriptionOne }}"
},
{
"text": "{{shortScopeDescriptionTwo}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.shortScopeDescriptionTwo }}"
},
{
"text": "{{shortScopeDescriptionThree}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.shortScopeDescriptionThree }}"
},
{
"text": "{{milestoneOneDay}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.milestoneOneDay }}"
},
{
"text": "{{milestoneTwoDay}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.milestoneTwoDay }}"
},
{
"text": "{{milestoneThreeDay}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.milestoneThreeDay }}"
},
{
"text": "{{milestoneFourDay}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.milestoneFourDay }}"
},
{
"text": "{{milestoneDescriptionOne}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.milestoneDescriptionOne }}"
},
{
"text": "{{milestoneDescriptionTwo}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.milestoneDescriptionTwo }}"
},
{
"text": "{{milestoneDescriptionThree}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.milestoneDescriptionThree }}"
},
{
"text": "{{milestoneDescriptionFour}}",
"replaceText": "={{ $('OpenAI').item.json.message.content.milestoneDescriptionFour }}"
},
{
"text": "{{cost}}",
"replaceText": "={{ $('On form submission').item.json.Cost }}"
}
]
},
"options": {},
"operation": "replaceText",
"presentationId": "={{ $json.id }}"
},
"typeVersion": 2
},
{
"id": "da8060cf-ac55-439f-ab44-a973d5e4ee18",
"name": "OpenAI",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
700,
1100
],
"parameters": {
"modelId": {
"__rl": true,
"mode": "list",
"value": "gpt-4o",
"cachedResultName": "GPT-4O"
},
"options": {},
"messages": {
"values": [
{
"role": "system",
"content": "You are a helpful, intelligent writing assistant."
},
{
"content": "Your task is to generate a proposal using input data from a form. This proposal should be highly customized, specific, and high-quality, considering we're going to be sending it immediately after you're done.\n\nContext: we are an automation/no-code agency that develops systems revolving around growth, revenue ops, etc.\n\nThe proposal template we're using has many fields. You must return these fields in one JSON object.\n\nUse this format:\n\n{\n \"proposalTitle\": \"\",\n \"descriptionName\": \"\",\n \"oneParagraphProblemSummary\": \"\",\n \"solutionHeadingOne\": \"\",\n \"solutionDescriptionOne\": \"\",\n \"solutionHeadingTwo\": \"\",\n \"solutionDescriptionTwo\": \"\",\n \"solutionHeadingThree\": \"\",\n \"solutionDescriptionThree\":\"\",\n \"shortScopeTitleOne\": \"\",\n \"shortScopeTitleTwo\": \"\",\n \"shortScopeTitleThree\": \"\",\n \"shortScopeDescriptionOne\": \"\",\n \"shortScopeDescriptionTwo\": \"\",\n \"shortScopeDescriptionThree\": \"\",\n \"milestoneOneDay\": \"\",\n \"milestoneTwoDay\": \"\",\n \"milestoneThreeDay\": \"\",\n \"milestoneFourDay\": \"\",\n \"milestoneDescriptionOne\": \"\",\n \"milestoneDescriptionTwo\": \"\",\n \"milestoneDescriptionThree\": \"\",\n \"milestoneDescriptionFour\": \"\"\n}\n\nRules:\n1. Use a spartan, casual tone of voice.\n2. Be to-the-point but professional—assume you're writing to a sophisticated audience.\n3. Ensure that all fields are filled out. Do not miss a field or leave any variables empty.\n4. Keep things short. If a field contains the term \"Description\" it should be no more than fourteen words. For \"descriptionName\" do not use title case."
},
{
"content": "{\n \"companyName\":\"1SecondCopy\",\n \"problem\": \"they can't generate leads. everything is referral based rn.\",\n \"solution\": \"cold email lead gen system, client reactivation system, and best in class sales training for closing\",\n \"scope\": \"1k/day cold email infra, 30k email leads, 4 weekly zoom sessions for sales training\",\n \"currentDate\":\"Feb 4 2025\",\n \"howSoon\": \"two months\",\n \"depositCost\": \"$1,845\",\n}"
},
{
"role": "assistant",
"content": "{\n \"proposalTitle\": \"Lead Gen System for 1SecondCopy\n\",\n \"descriptionName\": \"A simple, scalable lead generation system built to help grow your content efforts & connect you with the right people.\n\",\n \"oneParagraphProblemSummary\": \"Right now, 1SecondCopy is struggling with an inability to generate qualified leads. The majority of your new clients are referral-based, which, while always nice to have, is not scalable nor is it reliable. Building an alternative strategy—one that allows you to take leads from cold -> close—is vital to the health and longevity of the company, and it's what we're going to help you with.\n\",\n \"solutionHeadingOne\": \"Cold Outbound Lead Gen\",\n \"solutionDescriptionOne\": \"We'll put in place a robust cold-email-based system for you using best practices.\",\n \"solutionHeadingTwo\": \"Client Reactivation System\",\n \"solutionDescriptionTwo\": \"We'll build a simple, but high-ROI reactivation system to let you extract value from pre-existing clients.\",\n \"solutionHeadingThree\": \"Best-In-Class Sales Training\",\n \"solutionDescriptionThree\": \"We'll train your team with world-class setting & closing mechanisms.\",\n \"shortScopeTitleOne\": Cold email infrastructure that sends ~1K emails/day\",\n \"shortScopeTitleTwo\": \"30K high-quality scraped email leads (included)\",\n \"shortScopeTitleThree\": \"Four weekly one-hour sales training sessions over Zoom\",\n \"shortScopeDescriptionOne\": \"12 domains, 36 mailboxes, DNS optimization, and warmups included.\",\n \"shortScopeDescriptionTwo\": \"30,000 leads in your target market, delivered by CSV.\",\n \"shortScopeDescriptionThree\": \"We'll take your sales team from 0->1.\",\n \"milestoneOneDay\": \"February 8th, 2025\",\n \"milestoneTwoDay\": \"February 28th, 2025\",\n \"milestoneThreeDay\": \"March 10th, 2025\",\n \"milestoneFourDay\":\"March 17th-April 1st, 2025\",\n \"milestoneDescriptionOne\": \"Cold email system done & ready for warmup.\",\n \"milestoneDescriptionTwo\": \"Cold email system fully warmed up & operational.\",\n \"milestoneDescriptionThree\": \"10,000 outbound emails sent; analysis & training #1.\"\n \"milestoneDescriptionFour\":\"One sales training per week alongside iteration & handoff.\"\n}"
},
{
"content": "={\n \"companyName\":\"{{ $json['Company Name'] }}\",\n \"problem\": \"{{ $json.Problem }}\",\n \"solution\": \"{{ $json.Solution}}\",\n \"scope\": \"{{ $json.Scope }}\",\n \"currentDate\":\"{{ $now.toLocaleString({ dateStyle: 'medium' }) }}\",\n \"howSoon\": \"{{ $json['How soon?'] }}\",\n \"depositCost\": \"{{ $json.Cost }}\",\n}"
}
]
},
"jsonOutput": true
},
"typeVersion": 1.6
},
{
"id": "7e52e4c7-49da-499a-a9ea-3e421611fb87",
"name": "Google Drive",
"type": "n8n-nodes-base.googleDrive",
"position": [
1080,
1100
],
"parameters": {
"name": "={{ $json.message.content.proposalTitle }}",
"fileId": {
"__rl": true,
"mode": "id",
"value": "REPLACE_WITH_YOUR_GOOGLE_SLIDES_TEMPLATE_ID"
},
"options": {
"copyRequiresWriterPermission": false
},
"operation": "copy"
},
"typeVersion": 3
},
{
"id": "5a0508ab-4eaa-49f0-96f9-a664a1e7a5eb",
"name": "Gmail",
"type": "n8n-nodes-base.gmail",
"position": [
1520,
1100
],
"webhookId": "WEBHOOK_ID_WILL_BE_GENERATED",
"parameters": {
"sendTo": "={{ $('On form submission').item.json.Email }}",
"message": "=Hey {{ $('On form submission').item.json['First Name'] }},\n\nThanks for the great call earlier. I had a moment after our chat to put together a detailed proposal for you—please take a look at your earliest convenience and let me know your thoughts.\n\nYou'll find it here: https://docs.google.com/presentation/d/{{ $json.presentationId }}/edit\n\nIf you have any questions, just ask. I've also sent over an invoice for the project (just to keep things convenient) and we can get started anytime that's sorted.\n\nThanks,\n[YOUR NAME]",
"options": {
"appendAttribution": false
},
"subject": "=Re: Proposal for {{ $('On form submission').item.json['Company Name'] }}",
"emailType": "text"
},
"typeVersion": 2.1
},
{
"id": "5be2415f-96f1-4e05-b589-bc4992c2a231",
"name": "フォーム送信時",
"type": "n8n-nodes-base.formTrigger",
"position": [
480,
1100
],
"webhookId": "WEBHOOK_ID_WILL_BE_GENERATED",
"parameters": {
"options": {
"appendAttribution": false
},
"formTitle": "Sales Call Logging Form",
"formFields": {
"values": [
{
"fieldLabel": "First Name",
"requiredField": true
},
{
"fieldLabel": "Last Name",
"requiredField": true
},
{
"fieldLabel": "Company Name",
"requiredField": true
},
{
"fieldType": "email",
"fieldLabel": "Email"
},
{
"fieldLabel": "Website",
"requiredField": true
},
{
"fieldType": "textarea",
"fieldLabel": "Problem",
"requiredField": true
},
{
"fieldType": "textarea",
"fieldLabel": "Solution",
"requiredField": true
},
{
"fieldType": "textarea",
"fieldLabel": "Scope",
"requiredField": true
},
{
"fieldLabel": "Cost",
"requiredField": true
},
{
"fieldLabel": "How soon?",
"requiredField": true
}
]
},
"formDescription": "This form logs a sales call & automatically generates a proposal."
},
"typeVersion": 2.2
},
{
"id": "4ae579fb-779d-4312-a163-d438507b8918",
"name": "付箋",
"type": "n8n-nodes-base.stickyNote",
"position": [
440,
980
],
"parameters": {
"width": 1220,
"height": 280,
"content": "## Google Slides AI Proposal Generator\n**This flow generates proposals using AI and the free Google Slides solution**."
},
"typeVersion": 1
}
],
"active": false,
"pinData": {
"On form submission": [
{
"json": {
"Cost": "$2,500",
"Email": "john@example.com",
"Scope": "Setup and 1 month training",
"Problem": "Low sales due to lead generation problems",
"Website": "www.example.com",
"Solution": "AI automation system for lead generation",
"formMode": "test",
"How soon?": "Within 2 weeks",
"Last Name": "Doe",
"First Name": "John",
"submittedAt": "2025-05-13T09:10:33.001+01:00",
"Company Name": "Example Corp"
}
}
]
},
"settings": {
"timezone": "UTC",
"callerPolicy": "workflowsFromSameOwner",
"executionOrder": "v1"
},
"connections": {
"da8060cf-ac55-439f-ab44-a973d5e4ee18": {
"main": [
[
{
"node": "7e52e4c7-49da-499a-a9ea-3e421611fb87",
"type": "main",
"index": 0
}
]
]
},
"7e52e4c7-49da-499a-a9ea-3e421611fb87": {
"main": [
[
{
"node": "12f23b4f-a653-45ad-87b7-e60ba30e70cb",
"type": "main",
"index": 0
}
]
]
},
"12f23b4f-a653-45ad-87b7-e60ba30e70cb": {
"main": [
[
{
"node": "5a0508ab-4eaa-49f0-96f9-a664a1e7a5eb",
"type": "main",
"index": 0
}
]
]
},
"5be2415f-96f1-4e05-b589-bc4992c2a231": {
"main": [
[
{
"node": "da8060cf-ac55-439f-ab44-a973d5e4ee18",
"type": "main",
"index": 0
}
]
]
}
}
}よくある質問
このワークフローの使い方は?
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか?
中級 - 営業, 人工知能
有料ですか?
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス(OpenAI APIなど)は別途料金が発生する場合があります。
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ワークフロー情報
難易度
中級
ノード数6
カテゴリー2
ノードタイプ6
作成者
Gerald Denor
@dominixaiGerald Akhidenor is an AI Automation Lead Creative with 5 years of experience in AI automation consultancy. He specializes in n8n and API integrations, driving innovative automation solutions. As founder of DominixAI, Gerald combines creative vision and technical expertise to streamline processes and boost efficiency through cutting-edge AI technologies.
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