自动化提案生成器
中级
这是一个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Google Slides的AI驱动提案自动化
前置要求
- •Google 账号和 Gmail API 凭证
- •Google Drive API 凭证
- •OpenAI API Key
分类
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
{
"id": "UZFZZMrmUMPf3KRG",
"meta": {
"instanceId": "2000c64071c20843606b95c63795bb0797c41036047055a6586498e855b96efc"
},
"name": "自动化提案生成器",
"tags": [],
"nodes": [
{
"id": "712f76e1-2520-46c7-8268-eaa601e22dff",
"name": "替换文本",
"type": "n8n-nodes-base.googleSlides",
"position": [
260,
200
],
"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": "={{ $json.Cost }}"
}
]
},
"options": {},
"operation": "replaceText",
"presentationId": "={{ $json.id }}"
},
"typeVersion": 2
},
{
"id": "3bdb5c98-f074-4e0f-a132-aed892b0247e",
"name": "OpenAI",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
760,
0
],
"parameters": {
"modelId": {
"__rl": true,
"mode": "list",
"value": "gpt-4o",
"cachedResultName": "GPT-4O"
},
"options": {},
"messages": {
"values": [
{
"role": "system",
"content": "You are David Olusola, CEO of DaeX AI - an expert in building AI automation systems for small businesses."
},
{
"content": "Your task is to generate a customized AI automation proposal using input data from a client discovery call. This proposal should be highly specific and professional, reflecting DaeX AI's expertise in n8n workflows, Google Sheets integration, messaging platform automation, and lead generation systems.\n\nContext: DaeX AI specializes in helping small businesses streamline operations, generate leads, and personalize customer engagement through intelligent automation systems.\n\nThe proposal template requires specific fields. Return them in this exact JSON 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 professional but approachable tone that reflects DaeX AI's expertise\n2. Focus on AI automation, workflow optimization, and measurable business outcomes\n3. Ensure all fields are completed - no empty variables\n4. Keep descriptions concise (14 words max for description fields)\n5. Reference specific tools like n8n, Google Sheets, and messaging platforms when relevant\n6. Include realistic timelines based on project complexity"
},
{
"content": "{\n \"companyName\":\"TechStart Solutions\",\n \"problem\": \"Manual lead qualification process taking 4+ hours daily, missing follow-ups, inconsistent customer communication\",\n \"solution\": \"AI-powered lead scoring system, automated email sequences, integrated CRM with smart notifications\",\n \"scope\": \"n8n workflow automation, Google Sheets integration, WhatsApp/Email automation, 30-day setup with training\",\n \"currentDate\":\"June 20 2025\",\n \"howSoon\": \"within 6 weeks\",\n \"depositCost\": \"$2,500\",\n}"
},
{
"role": "assistant",
"content": "{\n \"proposalTitle\": \"AI Automation System for TechStart Solutions\",\n \"descriptionName\": \"intelligent lead management and customer engagement automation designed to scale your operations\",\n \"oneParagraphProblemSummary\": \"TechStart Solutions is currently spending 4+ hours daily on manual lead qualification, missing critical follow-ups, and struggling with inconsistent customer communication. This manual approach is preventing growth and creating inefficiencies that compound as your business scales. Our AI automation system will eliminate these bottlenecks and create a seamless, intelligent workflow that operates 24/7.\",\n \"solutionHeadingOne\": \"AI-Powered Lead Scoring & Qualification\",\n \"solutionDescriptionOne\": \"Automated system that scores and qualifies leads instantly using intelligent algorithms.\",\n \"solutionHeadingTwo\": \"Smart Email & WhatsApp Automation\",\n \"solutionDescriptionTwo\": \"Personalized messaging sequences that nurture leads and maintain consistent customer communication.\",\n \"solutionHeadingThree\": \"Integrated CRM with Smart Notifications\",\n \"solutionDescriptionThree\": \"Centralized system with intelligent alerts ensuring no opportunities are missed.\",\n \"shortScopeTitleOne\": \"n8n Workflow Development\",\n \"shortScopeTitleTwo\": \"Google Sheets CRM Integration\",\n \"shortScopeTitleThree\": \"30-Day Setup with Training\",\n \"shortScopeDescriptionOne\": \"Custom automation workflows built specifically for your lead management process.\",\n \"shortScopeDescriptionTwo\": \"Seamless integration with your existing data and communication tools.\",\n \"shortScopeDescriptionThree\": \"Complete setup, testing, and team training for immediate implementation.\",\n \"milestoneOneDay\": \"July 1st, 2025\",\n \"milestoneTwoDay\": \"July 15th, 2025\",\n \"milestoneThreeDay\": \"July 25th, 2025\",\n \"milestoneFourDay\": \"August 1st, 2025\",\n \"milestoneDescriptionOne\": \"System architecture designed and n8n workflows built.\",\n \"milestoneDescriptionTwo\": \"Google Sheets integration and messaging automation configured.\",\n \"milestoneDescriptionThree\": \"Complete system testing and initial optimization.\",\n \"milestoneDescriptionFour\": \"Team training completed and system fully operational.\"\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
},
"credentials": {
"openAiApi": {
"id": "AAQM78g30SkuHYxB",
"name": "OpenAi success"
}
},
"typeVersion": 1.6
},
{
"id": "01abcd8b-f115-4ccf-b53e-3ba62740c760",
"name": "Google Drive",
"type": "n8n-nodes-base.googleDrive",
"position": [
60,
200
],
"parameters": {
"name": "={{ $json.message.content.proposalTitle }}",
"fileId": {
"__rl": true,
"mode": "id",
"value": "1fHzjDQtZouAwfv4kn5uvgpTWqwhTAlPrGkdtkbYBkNE"
},
"options": {
"copyRequiresWriterPermission": false
},
"operation": "copy"
},
"typeVersion": 3
},
{
"id": "138339d1-bbac-4e94-83ac-bf613b5d8baf",
"name": "Gmail",
"type": "n8n-nodes-base.gmail",
"position": [
520,
200
],
"webhookId": "b989215e-e975-44a7-9dc7-fd51e7310cba",
"parameters": {
"sendTo": "={{ $('On form submission').item.json.Email }}",
"message": "=Hi {{ $('On form submission').item.json['First Name'] }},\n\nGreat connecting with you today. I've put together a detailed automation proposal that addresses the specific challenges we discussed for {{ $('On form submission').item.json['Company Name'] }}.\n\nView your proposal here: https://docs.google.com/presentation/d/{{ $json.presentationId }}/edit\n\nThis outlines exactly how we'll streamline your operations and boost efficiency with our AI automation systems. The solution is designed specifically for your needs and includes everything from setup to training.\n\nHappy to jump on a quick call to walk through any questions or discuss next steps.\n\nBest,\nDavid Olusola\nCEO, DaeX AI",
"options": {
"appendAttribution": false
},
"subject": "Your Custom AI Automation Proposal - DaeX AI",
"emailType": "text"
},
"typeVersion": 2.1
},
{
"id": "85344c7a-c7c2-4d0b-b6bf-7a7886b87b16",
"name": "表单提交时",
"type": "n8n-nodes-base.formTrigger",
"position": [
540,
0
],
"webhookId": "24fd835d-9132-4faf-b715-755e75aee9be",
"parameters": {
"options": {
"appendAttribution": false
},
"formTitle": "DaeX AI - Client Discovery Form",
"formFields": {
"values": [
{
"fieldLabel": "First Name",
"requiredField": true
},
{
"fieldLabel": "Last Name",
"requiredField": true
},
{
"fieldLabel": "Company Name",
"requiredField": true
},
{
"fieldType": "email",
"fieldLabel": "Email",
"requiredField": true
},
{
"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 captures client requirements and automatically generates a customized AI automation proposal."
},
"typeVersion": 2.2
},
{
"id": "caf30bb1-a385-491d-b17c-0e3a906063c8",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-20,
-120
],
"parameters": {
"color": 4,
"width": 1260,
"height": 440,
"content": "## 自动化提案生成器"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "b3e5098d-3df0-49f1-a250-f4e520e7b446",
"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 - 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1
节点类型6
作者
David Olusola
@dae221AI automation consultant working with ambitious businesses on their most complex operational challenges. For project inquiries, reach me at david@daexai.com
外部链接
在 n8n.io 查看 →
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