提案の自動生成
中級
これはCRM, Multimodal AI分野の自動化ワークフローで、7個のノードを含みます。主にAirtable, GoogleDrive, GoogleSlides, OpenAi, ChatTriggerなどのノードを使用。 AI、Google Slides、Airtableで通話記録から顧客提案を生成
前提条件
- •Airtable API Key
- •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
{
"id": "otddSxeWQtI5yxc7",
"meta": {
"instanceId": "e73c77a832a4af1fdbfd95e61201dd65dffb85871e88031e3f1475c5661e7b54",
"templateCredsSetupCompleted": true
},
"name": "proposal generation on autopilot",
"tags": [],
"nodes": [
{
"id": "add01d77-c169-41f9-9bce-51462e2a44ab",
"name": "プレゼンテーション内テキスト置換",
"type": "n8n-nodes-base.googleSlides",
"position": [
1024,
0
],
"parameters": {
"textUi": {
"textValues": [
{
"text": "{Company Name}",
"replaceText": "={{ $('Message a model').item.json.message.content.company }}",
"pageObjectIds": [
"p"
]
},
{
"text": "{client}",
"replaceText": "={{ $('Message a model').item.json.message.content.client }}",
"pageObjectIds": [
"p"
]
},
{
"text": "{project_title}",
"replaceText": "={{ $('Message a model').item.json.message.content.project_title }}",
"pageObjectIds": [
"g1f88252dc4_0_83"
]
},
{
"text": "{Goals}",
"replaceText": "={{ $('Message a model').item.json.message.content.goals }}",
"pageObjectIds": [
"g1f88252dc4_0_83"
]
},
{
"text": "{deliverables}",
"replaceText": "={{ $('Message a model').item.json.message.content.deliverables }}",
"pageObjectIds": [
"g1f88252dc4_0_83"
]
},
{
"text": "{timeline}",
"replaceText": "={{ $('Message a model').item.json.message.content.timeline_weeks }}",
"pageObjectIds": [
"g3643e9e2554_0_12"
]
},
{
"text": "{budget}",
"replaceText": "={{ $('Message a model').item.json.message.content.budget_usd }}",
"pageObjectIds": [
"g3643e9e2554_0_12"
]
}
]
},
"options": {},
"operation": "replaceText",
"presentationId": "={{ $json.id }}"
},
"credentials": {
"googleSlidesOAuth2Api": {
"id": "b1bhhccZCOnXFEVb",
"name": "Google Slides account"
}
},
"typeVersion": 2
},
{
"id": "41fe6c9c-88bd-4c36-a64c-7dac0268e456",
"name": "ファイルコピー",
"type": "n8n-nodes-base.googleDrive",
"position": [
816,
0
],
"parameters": {
"name": "={{ $json.message.content.company }} proposal",
"fileId": {
"__rl": true,
"mode": "list",
"value": "11FCrQCmvjck3eKHMGeDF0wGf0TDyUB78FLsyR0graKI",
"cachedResultUrl": "https://docs.google.com/presentation/d/11FCrQCmvjck3eKHMGeDF0wGf0TDyUB78FLsyR0graKI/edit?usp=drivesdk",
"cachedResultName": "Consulting proposal"
},
"options": {},
"operation": "copy"
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "JB10qqMjiksmdbv3",
"name": "Google Drive account"
}
},
"typeVersion": 3
},
{
"id": "9e79d395-57f9-4afb-9d35-75dda74e6561",
"name": "ファイル共有",
"type": "n8n-nodes-base.googleDrive",
"position": [
1232,
0
],
"parameters": {
"fileId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.presentationId }}"
},
"options": {},
"operation": "share",
"permissionsUi": {
"permissionsValues": {
"role": "reader",
"type": "user",
"emailAddress": "={{ $('Message a model').item.json.message.content.email }}"
}
}
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "JB10qqMjiksmdbv3",
"name": "Google Drive account"
}
},
"typeVersion": 3
},
{
"id": "0579e838-85ac-4cae-a7d4-c2c42203a47e",
"name": "レコード更新",
"type": "n8n-nodes-base.airtable",
"position": [
1440,
0
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "appZS6usU96byHXU3",
"cachedResultUrl": "https://airtable.com/appZS6usU96byHXU3",
"cachedResultName": "New Lead"
},
"table": {
"__rl": true,
"mode": "list",
"value": "tblROcPRoSG3aMwhT",
"cachedResultUrl": "https://airtable.com/appZS6usU96byHXU3/tblROcPRoSG3aMwhT",
"cachedResultName": "New Leads Pipeline"
},
"columns": {
"value": {
"Email": "={{ $('Message a model').item.json.message.content.email }}",
"LeadStatus": "Proposal sent"
},
"schema": [
{
"id": "id",
"type": "string",
"display": true,
"removed": false,
"readOnly": true,
"required": false,
"displayName": "id",
"defaultMatch": true
},
{
"id": "First Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "First Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Last Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Last Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Email",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Phone",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Phone",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Company",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Company",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Website",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Website",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Created",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Created",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Assignee",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Assignee",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Desision",
"type": "options",
"display": true,
"options": [
{
"name": "Exploring",
"value": "Exploring"
},
{
"name": "Comparing Agencies",
"value": "Comparing Agencies"
},
{
"name": "Ready to Start",
"value": "Ready to Start"
}
],
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Desision",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "LeadStatus",
"type": "options",
"display": true,
"options": [
{
"name": "Website Form",
"value": "Website Form"
},
{
"name": "Attended",
"value": "Attended"
},
{
"name": "Didn't Attend",
"value": "Didn't Attend"
},
{
"name": "Meeting Rescheduled",
"value": "Meeting Rescheduled"
},
{
"name": "Follow Up 1",
"value": "Follow Up 1"
},
{
"name": "Follow Up 2",
"value": "Follow Up 2"
},
{
"name": "Follow Up 3",
"value": "Follow Up 3"
},
{
"name": "Lost -No Response",
"value": "Lost -No Response"
},
{
"name": "Won",
"value": "Won"
},
{
"name": "Proposal sent",
"value": "Proposal sent"
}
],
"removed": false,
"readOnly": false,
"required": false,
"displayName": "LeadStatus",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"Email"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "update"
},
"credentials": {
"airtableTokenApi": {
"id": "lkjke5yaq35WzzkG",
"name": "Airtable Personal Access Token account"
}
},
"typeVersion": 2.1
},
{
"id": "12130334-d35d-4bf6-92dd-0c45641d6001",
"name": "付箋ノート",
"type": "n8n-nodes-base.stickyNote",
"position": [
-160,
-96
],
"parameters": {
"color": 5,
"width": 320,
"height": 352,
"content": "## Guide\n\nCreate you openai api key here: https://platform.openai.com/settings/organization/api-keys\n\nSetup credentials, Oauth, and scopes for google drive / slides here: https://console.cloud.google.com/\n\nCreate Airtable Token here: https://airtable.com/create/tokens\nalso make sure you got a filed for lead status so it gets updated after the proposal is sent\n\n\n"
},
"typeVersion": 1
},
{
"id": "c5647c6c-362b-4868-ba0b-95a356e9d117",
"name": "モデルへのメッセージ送信",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
480,
0
],
"parameters": {
"modelId": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini",
"cachedResultName": "GPT-4.1-MINI"
},
"options": {},
"messages": {
"values": [
{
"role": "system",
"content": "Extract the following variables from the discovery call script and format them as JSON. Use the exact keys below: \n\n**Variables to Extract:** \n- Client email \n- Company name \n- Client name \n- Project title \n- Project goals \n- Deliverables \n- Timeline (in weeks) \n- Budget (in USD) \n\n**Output Requirements:** \n- Strictly use this JSON structure (no deviations): \n```json\n{\n \"email\": \"value_from_script\",\n \"company\": \"value_from_script\",\n \"client\": \"value_from_script\",\n \"project_title\": \"value_from_script\",\n \"goals\": \"value_from_script\",\n \"deliverables\": \"value_from_script\",\n \"timeline_weeks\": \"value_from_script\",\n \"budget_usd\": \"value_from_script\"\n}"
},
{
"content": "={{ $json.chatInput }}"
}
]
},
"jsonOutput": true
},
"credentials": {
"openAiApi": {
"id": "iuyzWhX2JGVK5PCn",
"name": "OpenAI Hostinger"
}
},
"typeVersion": 1.8
},
{
"id": "eea034a6-93dd-4fff-9fe2-d0189c5f7b2b",
"name": "チャットメッセージ受信時",
"type": "@n8n/n8n-nodes-langchain.chatTrigger",
"position": [
304,
0
],
"webhookId": "65c61e2a-f47e-4a83-a34b-4a92e7f09baa",
"parameters": {
"options": {}
},
"typeVersion": 1.3
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "9e6caf82-55ec-4fe2-9de1-55fd2bbe0ac6",
"connections": {
"41fe6c9c-88bd-4c36-a64c-7dac0268e456": {
"main": [
[
{
"node": "add01d77-c169-41f9-9bce-51462e2a44ab",
"type": "main",
"index": 0
}
]
]
},
"9e79d395-57f9-4afb-9d35-75dda74e6561": {
"main": [
[
{
"node": "0579e838-85ac-4cae-a7d4-c2c42203a47e",
"type": "main",
"index": 0
}
]
]
},
"c5647c6c-362b-4868-ba0b-95a356e9d117": {
"main": [
[
{
"node": "41fe6c9c-88bd-4c36-a64c-7dac0268e456",
"type": "main",
"index": 0
}
]
]
},
"eea034a6-93dd-4fff-9fe2-d0189c5f7b2b": {
"main": [
[
{
"node": "c5647c6c-362b-4868-ba0b-95a356e9d117",
"type": "main",
"index": 0
}
]
]
},
"add01d77-c169-41f9-9bce-51462e2a44ab": {
"main": [
[
{
"node": "9e79d395-57f9-4afb-9d35-75dda74e6561",
"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 - 顧客管理, マルチモーダルAI
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7
カテゴリー2
ノードタイプ6
作成者
Ilyass Kanissi
@ilyassI design and build custom no-code and low-code automations using n8n to help businesses save hours of manual work, streamline operations, and create clean, scalable workflows.
外部リンク
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