Generate AI-Powered Sales Proposals from JotForm Leads with OpenAI and Google Docs

⚙️ Proposal Generator Template (Automates proposal creation from JotForm submissions)

🧑‍💻 Author: [LeeWei]

🚀 Steps to Connect:

JotForm Setup Visit JotForm to generate your API key and connect to the JotForm Trigger node. Update the form field in the JotForm Trigger node with your form ID (default: 251206359432049).

Google Drive Setup Go to Google Drive and set up OAuth2 credentials ("Google Drive account") with access to the folder containing your template. Update the fileId field in the Google Drive node with your template file ID (default: 1DSHUhq_DoM80cM7LZ5iZs6UGoFb3ZHsLpU3mZDuQwuQ). Update the name field in the Google Drive node with your desired output file name pattern (default: ={{ $json['Company Name'] }} | Ai Proposal).

OpenAI Setup Visit OpenAI and generate your API key. Paste this key into the OpenAI and OpenAI1 nodes under the "OpenAi account 3" credentials. Update the modelId field in the OpenAI1 node if needed (default: gpt-4.1-mini).

Google Docs Setup Set up OAuth2 credentials ("Google Docs account") with edit permissions for the generated documents. No fields need editing as the node dynamically updates based on previous outputs.

Google Drive2 Setup Ensure the same Google Drive credentials ("Google Drive account") are used. No fields need editing as the node handles PDF conversion automatically.

Gmail Setup Go to Gmail and set up OAuth2 credentials ("Gmail account"). No fields need editing as the node dynamically uses the prospect's email from JotForm.

How it works

The workflow triggers on JotForm submissions, copies a Google Drive template, downloads an audio call link, transcribes it with OpenAI, generates a tailored proposal, updates a Google Docs file, converts it to PDF, and emails it to the prospect.

Set up steps

Setup time: Approximately 15-20 minutes. Detailed instructions are available in sticky notes within the workflow.