I will build an n8n AI proposal generator with RAG and human approval

Umair

Umair

AI automation (n8n, Make, Zapier)

Founding Seller โœ“ Service reviewed by our team New on RemoteAI โฑ Delivery from 5 days
I will build an n8n AI proposal generator with RAG and human approval I will build an n8n AI proposal generator with RAG and human approval I will build an n8n AI proposal generator with RAG and human approval I will build an n8n AI proposal generator with RAG and human approval

About this service

Creating proposals can take a lot of time, especially when you need to collect information from different sources, work out pricing, review the details, and prepare the final document. I help businesses simplify this process by building AI proposal automation workflows using n8n, OpenAI, and other business tools. The goal is to reduce repetitive work, make proposal preparation easier, and keep your team in control of the final result. Who is this for? This service is suitable for agencies, consultants, and service businesses that regularly create customized proposals for their clients. What can I help you automate? Depending on your needs and the package you choose, I can build a workflow that: 1. Collects proposal details from forms, databases, or other approved sources. 2. Uses OpenAI to prepare a proposal draft based on the information provided. 3. Retrieves relevant business information from your documents using RAG and Supabase. 4. Allows your team to review and approve proposals through Airtable. 5. Organizes pricing details and calculates proposal totals using approved rules. 6. Creates Google Docs and PDF proposals. 7. Updates proposal records and tracks their status. A similar project I have built: I recently completed a working AI proposal automation project using n8n, OpenAI, Supabase, Airtable, Google Docs, and Google Drive. It starts by gathering the necessary information and retrieving relevant details from a knowledge base. The AI then prepares a proposal draft for human review. Once approved, the workflow calculates the totals, creates the final Google Doc, exports it as a PDF, saves it to Google Drive, and updates the proposal status in Airtable. I have built and tested this workflow myself, so I can show you how it works. How we will work together We will start by discussing how you currently prepare proposals, what tools you are using, and which parts of the process take the most time. From there, I will build the agreed workflow, test it, and provide guidance so your team can use and maintain it. The Essential package covers basic AI proposal drafting. Standard includes RAG, human approval, and PDF generation. Premium adds more customization, advanced workflow logic, and support. If your requirements don't fit one of these packages, we can discuss a custom solution. My focus is on building something useful for your business, not adding unnecessary complexity.
n8n OpenAI API Supabase Airtable JavaScript

Built for: Small businesses ยท Real estate ยท Marketing agencies

What Umair needs from you to start

To get started, I will need a few details about how you currently prepare proposals and what you'd like to automate. 1. A brief explanation of your current proposal process and which steps you would like to improve. 2. One or two sample proposals or templates so I can understand your preferred structure and formatting. Sample data is fine. 3. The information you normally use to create proposals, including services, pricing rules, and any calculations that need to be included. 4. Details of the tools you are currently using, such as Airtable, Google Workspace, or other business systems. 5. If your package includes RAG, the relevant company documents or knowledge sources you'd like the AI to reference. 6. An explanation of who should review and approve proposals before they are finalized. 7. Any specific requirements or expected results you would like us to discuss. We will also arrange a short kickoff discussion to confirm the workflow and required integrations. Any necessary access can be provided securely after we agree on the setup. There's no need to share passwords directly.

Compare packages

Package $199 Essential $499 Standard $999 Premium
Included
  • โœ“1 AI proposal drafting workflow
  • โœ“1 proposal template
  • โœ“OpenAI-generated draft from structured inputs
  • โœ“Manual review before finalization
  • โœ“Basic testing and setup guide
  • โœ“1 end-to-end proposal workflow
  • โœ“OpenAI + Supabase RAG retrieval
  • โœ“Airtable human approval
  • โœ“1 Google Docs proposal template
  • โœ“PDF generation and status tracking
  • โœ“Testing and handover documentation
  • โœ“Everything in Standard
  • โœ“Up to 2 proposal templates
  • โœ“Custom pricing and document logic
  • โœ“Approval notifications and status updates
  • โœ“Error handling and manual review
  • โœ“Extended testing and 14-day bug-fix support
Delivery 5 days10 days14 days
Revisions 123

FAQ

What do you need from me to get started? +

I will need an overview of your current proposal process, a sample proposal or template, and the information you normally use to prepare proposals. If integrations are required, we will also discuss which tools you use and how to connect them securely. You don't need to share passwords directly.

Can the AI generate proposals using my company documents? +

Yes. The Standard and Premium packages can use RAG to retrieve relevant information from approved company documents. This helps the AI prepare more relevant drafts using your business information. Your team still reviews and approves the content before finalization.

Will the workflow work with my existing tools? +

I primarily work with n8n, OpenAI, Airtable, Supabase, and Google Workspace. Other tools may also be possible through APIs or webhooks. I will review your current setup first and confirm what's feasible before we agree on the project scope.

About the seller

Member since
Oct 2026
Services
2

I build practical AI automations with n8n, OpenAI and APIs to help businesses save time and connect their tools. My portfolio includes lead qualification and follow up workflows, plus AI proposal generation with RAG and human approval. I also work with Python, Airtable, Supabase and Google Workspace.

n8nOpenAI APISupabaseAirtableJavaScriptopenai apipythonprompt engineering

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