GPT 4.1-mini Automated Proposal to Payment Lifecycle Management

How It Works

This workflow automates end-to-end contract and invoice management using AI intelligence. It processes proposals through intelligent contract generation, approval workflows, and automated invoicing. OpenAI analyzes proposal content while the system routes approvals intelligently. Upon approval, contracts are generated, invoices created, and notifications sent. The workflow also monitors payment status, generates financial forecasts, and manages follow-up tasks, eliminating manual contract generation delays and approval bottlenecks while ensuring accurate financial record-keeping.

Setup Steps

1. Configure OpenAI API credentials in n8n credentials manager.
2. Connect Google Sheets account for invoice and forecast storage.
3. Set up Gmail for approval notifications and client communications.
4. Input Stripe/payment processor credentials for payment tracking.
5. Map proposal form inputs to workflow start node.

Prerequisites

OpenAI API key, Google Sheets account, Gmail account, Stripe/payment processor access

Use Cases

Multi-stage approval workflows, SaaS contract management, professional services invoicing

Customization

Modify approval logic in conditional nodes, replace OpenAI with Anthropic API

Benefits

Reduces contract processing time by 80%, eliminates approval delays, prevents invoicing errors