AI提案生成系统
中级
这是一个Sales, AI领域的自动化工作流，包含 6 个节点。主要使用 Gmail, FormTrigger, GoogleDrive, GoogleSlides, OpenAi 等节点，结合人工智能技术实现智能自动化。 基于销售后电话的AI驱动自动化提案生成器
前置要求
- •Google 账号和 Gmail API 凭证
- •Google Drive API 凭证
- •OpenAI API Key
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"meta": {
"templateCredsSetupCompleted": false
},
"name": "AI 提案生成系统",
"tags": [],
"nodes": [
{
"id": "12f23b4f-a653-45ad-87b7-e60ba30e70cb",
"name": "替换文本",
"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": "表单提交时",
"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": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
440,
980
],
"parameters": {
"width": 1220,
"height": 280,
"content": "## Google Slides AI 提案生成器"
},
"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": {
"OpenAI": {
"main": [
[
{
"node": "Google Drive",
"type": "main",
"index": 0
}
]
]
},
"Google Drive": {
"main": [
[
{
"node": "Replace Text",
"type": "main",
"index": 0
}
]
]
},
"Replace Text": {
"main": [
[
{
"node": "Gmail",
"type": "main",
"index": 0
}
]
]
},
"On form submission": {
"main": [
[
{
"node": "OpenAI",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
中级 - 销售, 人工智能
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
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工作流信息
难度等级
中级
节点数量6
分类2
节点类型6
作者
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.
外部链接
在 n8n.io 查看 →
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