Generate AI-powered sales proposals from JotForm leads with OpenAI and Google Docs

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Last update 3 months ago

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.

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.