AI automation case study
Post-Call Proposal Builder
A post-call n8n workflow that turns approved call notes into a proposal draft and keeps the lead record current.
- Status
- Built
- Origin
- n8n
- Date
- 2026-07-05
Post-Call Proposal Builder on the n8n canvas
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Challenge
What needed to change
Useful closing-call context can be split across notes, a booking record, and a lead sheet, which makes the next proposal slow to assemble.
System
How the system works
The workflow receives approved call context, matches the lead, copies a proposal template, replaces the working content, prepares the email, and updates the lead record.
- Input
- Approved call context and booking data
- Output
- Proposal draft and updated lead record
- Control
- Human review before client-facing use
Outcome
What is supported by the record
The next proposal begins as a reviewable draft instead of a blank document, with the final client-facing decision still owned by a person.
Screenshot
Real n8n workflow capture
Review boundary
The proposal is prepared as a draft
Tools
Connected tools and methods
- n8n
- Google Sheets
- Google Drive
- Google Slides
- Gmail
Next step