Generate AI-powered sales proposals from JotForm leads with OpenAI and Google Docs
βοΈ Proposal Generator Template (Automates proposal creation from JotForm submissions) π§βπ» Author: [LeeWei] --- π Steps to Connect: 1. JotForm Setup - Visit [JotForm](https://www.jotform.com/) to generate your API k...
Template notes
βοΈ Proposal Generator Template (Automates proposal creation from JotForm submissions)
π§βπ» Author: [LeeWei]
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π Steps to Connect:
1. JotForm Setup - Visit [JotForm](https://www.jotform.com/) 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).
2. Google Drive Setup - Go to [Google Drive](https://www.google.com/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: 1DSHUhqDoM80cM7LZ5iZs6UGoFb3ZHsLpU3mZDuQwuQ). - Update the name field in the Google Drive node with your desired output file name pattern (default: ={{ $json['Company Name'] }} | Ai Proposal).
3. OpenAI Setup - Visit [OpenAI](https://platform.openai.com/) 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).
4. 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.