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Generate AI sales proposals using Anthropic Claude, PDF Noodle and your CRM

What This Workflow Does

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What This Workflow Does Triggers via webhook connected to your CRM Maps all the fields needed for the proposal Transforms customer data and transcription into a formatted output using an AI Agent Generates a custom PDF proposal using PDF Noodle Sends the proposal via email (you can change this to send using other formats as well) Setup Guide Create a pdf noodle account and use AI to create a custom proposal for your brand. Connect your CRM webhook and Gmail (with OAuth2 permissions) to n8n Co

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sales

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