Meeting → Proposal → Payment → Follow-up Automation
Meeting → Proposal → Payment → Follow-up Automation Categories: Sales Automation, AI Proposals, Revenue Ops This workflow automatically turns a booked sales call into a customized proposal, a Stripe payment link, and a follow-up email — without manual work. It’s designed to handle everything after a sales call so momentum doesn’t die. Booked call → proposal → payment → done. What This Workflow Does This automation runs the moment a sales call is booked and executes a complete post-call sales flow: Looks up the lead in a lightweight CRM Generates a tailored proposal using AI Creates a Google Slides proposal deck Creates a unique Stripe checkout link Sends a personalized follow-up email with proposal + payment No manual copy-pasting. No delays. No forgotten follow-ups. Why This Exists Most deals are lost after the call — not during it. This system removes: Manual proposal writing Post-call follow-up delays Inconsistent sales ops Awkward “just following up” emails It replaces all of that with a single, reliable close flow. Human on the outside. Fully automated underneath. How It Works (High Level) 1. Calendly Trigger (Sales Call Booked) Workflow starts immediately after a meeting is scheduled Ensures proposals are sent while context is still fresh 2. CRM Lookup (Google Sheets) Finds the lead using email or company name Works even if the lead is unqualified or incomplete Simple, transparent CRM (no heavy tooling required) 3. AI Proposal Generation Uses structured inputs (problem, solution, scope, urgency, cost) Outputs a complete proposal as strict JSON Written in a clear, spartan, professional tone 4. Google Slides Proposal Creation Copies a proposal template Auto-fills all sections using AI output Generates one unique proposal per lead Shareable link created automatically 5. Stripe Checkout Session Creates a unique payment link per lead Attaches metadata (lead, company, package) No manual invoicing required 6. Follow-up Email Sends proposal + payment link immediately Personalized with name and company Keeps the close frictionless Tools Used n8n** — workflow orchestration OpenAI** — proposal generation Google Sheets** — lightweight CRM Google Slides** — proposal delivery Stripe** — payment collection Email (Gmail / SMTP)** — follow-up delivery Calendly** — trigger source Who This Is For Automation & no-code agencies Consultants and service businesses Freelancers selling repeatable offers Sales-led teams that want speed + consistency Anyone tired of manual proposals and follow-ups Customization Notes Swap Google Sheets for Airtable, HubSpot, or Notion Proposal tone and structure are fully prompt-driven Stripe metadata can be extended for analytics or CRM sync Can support multiple triggers (Calendly, forms, manual intake) Difficulty & Cost Difficulty:** Intermediate (conceptually simple, operationally solid) Estimated setup time:** 30–45 minutes Ongoing cost:** OpenAI + Stripe fees only Summary This is not just a proposal generator. It’s a post-call revenue system that turns intent into action automatically. > Meeting → proposal → payment → follow-up > No manual steps. No dropped balls. An n8n automation workflow template by Chris Zhang.
Chris Zhang
web
free
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