Client proposals from a request — built and sent automatically

From a form request the scenario drafts the proposal, fills a googleSlides template, exports to PDF and emails it to the client via Microsoft Outlook.

  • A ready proposal from a short request
  • Text auto-filled into a googleSlides template
  • PDF sent to the client via Microsoft Outlook
  • Each deal's status tracked in Google Sheets
n8n FormGoogle Slides
Set it up for yourselfScriptera

How it works

To pass leads from Google Sheets to yandexDisk automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: On form submission
  2. Then: Generate Proposal Data
  3. Then: Parse Json for Proposal Data
  4. Then: Copy Template
  5. Then: Move to Folder
  6. Then: Inject generated Text
  7. Then: Generate Email Draft
  8. Then: Parse Email Data
  9. Then: Append In Database
  10. Starts when: Google Sheets Trigger
  11. Check: Filter Ready Drafts
  12. Check: Loop Over Items
  13. Then: Download Proposal in PDF
  14. Then: Send Email
  15. Then: Update Status

You can launch this Google Sheets + yandexDisk integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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