{
  "id": "uV1XEoE02jdq0MY8",
  "meta": {
    "instanceId": "1ec593ae0fa2619f595b38d245960de2a2f6fed6beb5ec356f635531651a388c",
    "templateCredsSetupCompleted": true
  },
  "name": "Meeting → Proposal → Payment  → Follow-up Automation",
  "tags": [
    {
      "id": "bGvGlHhpYV7IuxyV",
      "name": "N8N Business Ops",
      "createdAt": "2026-01-07T01:47:17.299Z",
      "updatedAt": "2026-01-07T01:47:17.299Z"
    }
  ],
  "nodes": [
    {
      "id": "0c841e52-79ce-42cc-9d37-77c54bcd3ab1",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -304,
        -384
      ],
      "parameters": {
        "width": 436,
        "height": 776,
        "content": "#  Meeting → Proposal → Payment  → Follow-up Automation\n\nAutomatically turn booked calls into proposals, Stripe payment links, and follow-up emails.\n\nThis workflow handles everything *after* a sales call so momentum doesn’t die.\n\n## What it does\n- Triggers from **Calendly**\n- Looks up the lead in **Google Sheets CRM**\n- Generates a **custom AI proposal**\n- Creates a **Google Slides deck**\n- Creates a **Stripe checkout link**\n- Sends a **personalized follow-up email**\n\nAll in one flow. No manual steps.\n\n## Tools\nn8n · OpenAI · Google Sheets · Google Slides · Stripe · Email · Calendly / Forms\n\n## Best for\nAgencies, consultants, freelancers, and service businesses selling repeatable offers.\n\n**Booked call → proposal → payment → done.**"
      },
      "typeVersion": 1
    },
    {
      "id": "7d368a55-6911-4492-8aab-df11ee7dd8fa",
      "name": "Generate Proposal Copy1",
      "type": "@n8n/n8n-nodes-langchain.openAi",
      "position": [
        736,
        80
      ],
      "parameters": {
        "modelId": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-5-mini",
          "cachedResultName": "GPT-5-MINI"
        },
        "options": {},
        "messages": {
          "values": [
            {
              "role": "system",
              "content": "You are a senior automation consultant writing concise, high-conviction proposals\nfor sophisticated founders.\n\nYou think in systems, tradeoffs, and leverage — not marketing fluff.\n\nYour job is to:\n- Interpret messy business inputs\n- Compress them into clear problems, solutions, and execution plans\n- Output structured content that sounds confident, grounded, and practical\n\nYou never invent capabilities that are not implied by the input.\nYou never exaggerate outcomes.\nYou prefer clarity over persuasion."
            },
            {
              "content": "Your task is to generate a proposal using structured form input.\n\nContext:\nWe are an automation / no-code agency building systems around growth,\nrevenue operations, and internal efficiency.\n\nThe proposal is sent immediately after form submission.\nAssume the reader is intelligent, busy, and skeptical.\n\nYou MUST return a single valid JSON object matching the schema below.\nDo not include commentary, markdown, or extra text.\n\nTone rules:\n- Spartan\n- Casual but professional\n- Direct\n- No buzzwords\n- No hype\n\nContent rules:\n- Every field must be filled\n- Fields containing \"Description\" must be ≤ 14 words\n- descriptionName must be lowercase\n- Do not repeat the same idea across multiple fields\n- If input is vague, make the safest reasonable assumption\n- If timelines are unclear, default to conservative execution\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}"
            },
            {
              "content": "{\n  \"companyName\": \"Acme Analytics LLC\",\n  \"problem\": \"Manual lead routing and proposal follow-ups take too much time\",\n  \"solution\": \"Automate intake → proposal → payment using n8n, Stripe, and email\",\n  \"scope\": \"Lead intake, proposal generation, Stripe checkout automation\",\n  \"currentDate\": \"Jan 6 2026\",\n  \"howSoon\": \"Within 2 weeks\",\n  \"depositCost\": \"2500\"\n}"
            },
            {
              "role": "assistant",
              "content": "{\n  \"proposalTitle\": \"Automation System for Acme Analytics\",\n  \"descriptionName\": \"a streamlined intake-to-payment automation system\",\n  \"oneParagraphProblemSummary\": \"Today, Acme Analytics relies on manual processes to route leads, generate proposals, and follow up on payments. This creates delays, missed opportunities, and unnecessary operational overhead. As lead volume increases, these manual steps become harder to manage and harder to scale. The goal is to replace these handoffs with a clean, automated flow that moves prospects from intake to payment without friction.\",\n  \"solutionHeadingOne\": \"Automated Lead Intake\",\n  \"solutionDescriptionOne\": \"Leads are captured, enriched, and routed automatically without manual review.\",\n  \"solutionHeadingTwo\": \"Instant Proposal Generation\",\n  \"solutionDescriptionTwo\": \"Proposals are generated instantly using structured inputs and templates.\",\n  \"solutionHeadingThree\": \"Integrated Stripe Checkout\",\n  \"solutionDescriptionThree\": \"Clients receive a payment link immediately after proposal delivery.\",\n  \"shortScopeTitleOne\": \"Centralized lead intake workflow\",\n  \"shortScopeTitleTwo\": \"Dynamic proposal generation system\",\n  \"shortScopeTitleThree\": \"Stripe checkout automation\",\n  \"shortScopeDescriptionOne\": \"Standardizes inbound leads across all sources.\",\n  \"shortScopeDescriptionTwo\": \"Generates consistent proposals with zero manual work.\",\n  \"shortScopeDescriptionThree\": \"Collects deposits automatically via Stripe.\",\n  \"milestoneOneDay\": \"January 10, 2026\",\n  \"milestoneTwoDay\": \"January 16, 2026\",\n  \"milestoneThreeDay\": \"January 20, 2026\",\n  \"milestoneFourDay\": \"January 24, 2026\",\n  \"milestoneDescriptionOne\": \"Lead intake schema finalized and automated.\",\n  \"milestoneDescriptionTwo\": \"Proposal generation workflow built and tested.\",\n  \"milestoneDescriptionThree\": \"Stripe checkout fully integrated and validated.\",\n  \"milestoneDescriptionFour\": \"End-to-end testing, iteration, and handoff completed.\"\n}"
            },
            {
              "content": "={\n  \"companyName\":\"{{ $json['Company Legal 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": "VSfMFnY2HfxMoGF5",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.6
    },
    {
      "id": "11ef1ca8-5923-4a70-a122-0cc22e307ded",
      "name": "Create Stripe Payment Link",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        1520,
        80
      ],
      "parameters": {
        "url": "https://api.stripe.com/v1/checkout/sessions",
        "method": "POST",
        "options": {},
        "sendBody": true,
        "contentType": "form-urlencoded",
        "sendHeaders": true,
        "authentication": "predefinedCredentialType",
        "bodyParameters": {
          "parameters": [
            {
              "name": "mode",
              "value": "=payment"
            },
            {
              "name": "success_url",
              "value": "=https://www.google.com/success"
            },
            {
              "name": "cancel_url",
              "value": "=https://www.google.com/cancel"
            },
            {
              "name": "line_items[0][price_data][unit_amount]",
              "value": "=10000"
            },
            {
              "name": "line_items[0][price_data][product_data][name]",
              "value": "=Service Package"
            },
            {
              "name": "metadata[leadId]",
              "value": "=12345"
            },
            {
              "name": "line_items[0][quantity]",
              "value": "1"
            },
            {
              "name": "line_items[0][price_data][currency]",
              "value": "usd"
            }
          ]
        },
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/x-www-form-urlencoded"
            }
          ]
        },
        "nodeCredentialType": "stripeApi"
      },
      "credentials": {
        "stripeApi": {
          "id": "MGhymjroTR56d8Cs",
          "name": "Stripe account"
        }
      },
      "typeVersion": 4.3
    },
    {
      "id": "4aa7a19d-61bf-48b4-b90a-7702f78ea1a1",
      "name": "Create Proposal Template",
      "type": "n8n-nodes-base.googleDrive",
      "position": [
        1072,
        80
      ],
      "parameters": {
        "name": "={{ $json.message.content.proposalTitle }}",
        "fileId": {
          "__rl": true,
          "mode": "list",
          "value": "1yHlq0o1hAwJkPxq70XraTEYtpoD-2U9sZm1dKyWj3EM",
          "cachedResultUrl": "https://docs.google.com/presentation/d/1yHlq0o1hAwJkPxq70XraTEYtpoD-2U9sZm1dKyWj3EM/edit?usp=drivesdk",
          "cachedResultName": "Copy of OMG |  N8N | Proposal Template - 2025-04"
        },
        "options": {
          "copyRequiresWriterPermission": false
        },
        "operation": "copy"
      },
      "credentials": {
        "googleDriveOAuth2Api": {
          "id": "9oNtQFnGL6cWQ4vW",
          "name": "Google Drive account"
        }
      },
      "typeVersion": 3
    },
    {
      "id": "abd7e1a5-f7e7-4d90-84b3-9236eab3efac",
      "name": "Customize Proposal",
      "type": "n8n-nodes-base.googleSlides",
      "position": [
        1280,
        80
      ],
      "parameters": {
        "textUi": {
          "textValues": [
            {
              "text": "{{proposalTitle}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.proposalTitle }}"
            },
            {
              "text": "{{descriptionName}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.descriptionName }}"
            },
            {
              "text": "{{oneParagraphProblemSummary}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.oneParagraphProblemSummary }}"
            },
            {
              "text": "{{solutionHeadingOne}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.solutionHeadingOne }}"
            },
            {
              "text": "{{solutionHeadingTwo}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.solutionHeadingTwo }}"
            },
            {
              "text": "{{solutionHeadingThree}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.solutionHeadingThree }}"
            },
            {
              "text": "{{solutionDescriptionOne}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.solutionDescriptionOne }}"
            },
            {
              "text": "{{solutionDescriptionTwo}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.solutionDescriptionTwo }}"
            },
            {
              "text": "{{solutionDescriptionThree}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.solutionDescriptionThree }}"
            },
            {
              "text": "{{shortScopeTitleOne}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.shortScopeTitleOne }}"
            },
            {
              "text": "{{shortScopeTitleTwo}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.shortScopeTitleTwo }}"
            },
            {
              "text": "{{shortScopeTitleThree}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.shortScopeTitleThree }}"
            },
            {
              "text": "{{shortScopeDescriptionOne}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.shortScopeDescriptionOne }}"
            },
            {
              "text": "{{shortScopeDescriptionTwo}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.shortScopeDescriptionTwo }}"
            },
            {
              "text": "{{shortScopeDescriptionThree}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.shortScopeDescriptionThree }}"
            },
            {
              "text": "{{milestoneOneDay}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.milestoneOneDay }}"
            },
            {
              "text": "{{milestoneTwoDay}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.milestoneTwoDay }}"
            },
            {
              "text": "{{milestoneThreeDay}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.milestoneThreeDay }}"
            },
            {
              "text": "{{milestoneFourDay}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.milestoneFourDay }}"
            },
            {
              "text": "{{milestoneDescriptionOne}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.milestoneDescriptionOne }}"
            },
            {
              "text": "{{milestoneDescriptionTwo}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.milestoneDescriptionTwo }}"
            },
            {
              "text": "{{milestoneDescriptionThree}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.milestoneDescriptionThree }}"
            },
            {
              "text": "{{milestoneDescriptionFour}}",
              "replaceText": "={{ $('Generate Proposal Copy1').item.json.message.content.milestoneDescriptionFour }}"
            },
            {
              "text": "{{cost}}",
              "replaceText": "$1,850"
            }
          ]
        },
        "options": {},
        "operation": "replaceText",
        "presentationId": "={{ $json.id }}"
      },
      "credentials": {
        "googleSlidesOAuth2Api": {
          "id": "UFb7Zf8YAuuFc3H1",
          "name": "Google Slides account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "9cdfe15e-3a22-4d49-bffd-b06865875817",
      "name": "Find Client Details From CRM",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        496,
        80
      ],
      "parameters": {
        "options": {},
        "filtersUI": {
          "values": [
            {
              "lookupValue": "={{ $json.payload.email }}",
              "lookupColumn": "Email"
            }
          ]
        },
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1ROLrrdi9qCrbt80dpn27UrnXydCRH_oGKbW61_G_liw/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1ROLrrdi9qCrbt80dpn27UrnXydCRH_oGKbW61_G_liw",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1ROLrrdi9qCrbt80dpn27UrnXydCRH_oGKbW61_G_liw/edit?usp=drivesdk",
          "cachedResultName": "CRM"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "TfR0ReaXeUS8p2b7",
          "name": "Google Sheets account 2"
        }
      },
      "typeVersion": 4.7
    },
    {
      "id": "09148f34-4911-48b6-91f9-885311080180",
      "name": "Calendly Trigger Booked Meeting",
      "type": "n8n-nodes-base.calendlyTrigger",
      "position": [
        240,
        80
      ],
      "webhookId": "5cfa03d5-613e-4ef4-97d7-9675b3fcc3d9",
      "parameters": {
        "events": [
          "invitee.created"
        ],
        "authentication": "oAuth2"
      },
      "credentials": {
        "calendlyOAuth2Api": {
          "id": "9Z13fV8lwXFDzwO3",
          "name": "Calendly account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "259ef317-37ed-4969-a159-26812c0f808f",
      "name": "Email Follow-up",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1744,
        80
      ],
      "webhookId": "26d4deeb-0930-491a-9d7d-2b66c8344910",
      "parameters": {
        "sendTo": "={{ $('Find Client Details From CRM').item.json.Email }}",
        "message": "=Hey {{ $('Find Client Details From CRM').item.json['Person Name'] }},\n\nGreat chatting earlier. I put together a proposal that reflects what we discussed and how this could work in practice.\n\nProposal:\nhttps://docs.google.com/presentation/d/{{ $('Create Proposal Template').item.json.id }}/edit\n\nIf everything looks good, you can also secure the spot and kick things off here: {{ $json.url }}\n\nHappy to tweak anything if needed.\n\nThanks,  \nCliss",
        "options": {
          "appendAttribution": false
        },
        "subject": "Re: Proposal for ",
        "emailType": "text"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "3mzqEGrTvVjlVOjq",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
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      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        208,
        -128
      ],
      "parameters": {
        "width": 432,
        "height": 384,
        "content": "## Trigger & lead context\n\n• Starts when a meeting is booked (Calendly)\n• Looks up lead details in a CRM (Google Sheets)\n• Normalizes inputs for downstream automation\n\nThis section prepares clean, structured data for proposal generation."
      },
      "typeVersion": 1
    },
    {
      "id": "01019fb0-c53c-466c-838e-2b268fa38cc1",
      "name": "Sticky Note4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        688,
        -128
      ],
      "parameters": {
        "width": 720,
        "height": 384,
        "content": "## Proposal generation & document creation\n\n• Uses AI to generate structured proposal content\n• Copies a Google Slides template\n• Injects generated content into the deck\n\nOutput: a client-ready proposal link with no manual editing."
      },
      "typeVersion": 1
    },
    {
      "id": "b9a02e7e-7422-49fa-be7a-97d6f64a949d",
      "name": "Sticky Note5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1472,
        -128
      ],
      "parameters": {
        "width": 400,
        "height": 384,
        "content": "## Payment & follow-up\n\n• Creates a Stripe Checkout session\n• Sends a personalized follow-up email\n• Includes proposal link and payment link\n\nThis closes the loop from call → proposal → payment."
      },
      "typeVersion": 1
    },
    {
      "id": "a1e39aaf-83b9-4b0b-8ee0-0ba9d5f6173a",
      "name": "Sticky Note8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1584,
        -384
      ],
      "parameters": {
        "width": 288,
        "height": 224,
        "content": "## ⚡ BUSINESS IMPACT\n\nThis workflow:\n\t•\tRemoves manual proposal writing\n\t•\tEliminates follow-up delays\n\t•\tStandardizes your close process\n\t•\tSpeeds up payment collection\n\nBooked call → proposal → payment → done."
      },
      "typeVersion": 1
    },
    {
      "id": "02e13acd-d390-4164-ae77-141d3254a03d",
      "name": "Sticky Note9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        240,
        -384
      ],
      "parameters": {
        "width": 640,
        "content": "## 🧩 CUSTOMIZATION NOTES\n\t•\tSwap Google Sheets for Airtable, HubSpot, or Notion\n\t•\tAdjust proposal tone entirely via prompt\n\t•\tExtend Stripe metadata for analytics\n\t•\tAdd reminders or follow-ups easily"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {
    "Email Follow-up": [
      {
        "json": {
          "id": "19b96250b4ccbd9f",
          "labelIds": [
            "SENT"
          ],
          "threadId": "19b96250b4ccbd9f"
        },
        "pairedItem": {
          "item": 0
        }
      }
    ],
    "Customize Proposal": [
      {
        "json": {
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              "replaceAllText": {}
            },
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          "writeControl": {
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          "presentationId": "1O11BPPuGYg1h6WRK7MDradZAI1LxnT3rUZfU-kArqKk"
        },
        "pairedItem": {
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        }
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    ],
    "Generate Proposal Copy1": [
      {
        "json": {
          "index": 0,
          "message": {
            "role": "assistant",
            "content": {
              "proposalTitle": "Intake-to-Payment Automation for Acme Analytics LLC",
              "descriptionName": "intake-to-payment automation",
              "milestoneOneDay": "Jan 9, 2026",
              "milestoneTwoDay": "Jan 13, 2026",
              "milestoneFourDay": "Jan 20, 2026",
              "milestoneThreeDay": "Jan 17, 2026",
              "shortScopeTitleOne": "Lead intake",
              "shortScopeTitleTwo": "Proposal generation",
              "solutionHeadingOne": "Automated lead capture and routing",
              "solutionHeadingTwo": "Template-driven proposal generation",
              "shortScopeTitleThree": "Payments and reconciliation",
              "solutionHeadingThree": "Stripe checkout and payment recording",
              "solutionDescriptionOne": "Capture, enrich, and route leads automatically to correct queues.",
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