Agent for automatic generation of sales proposals

Training programme overview

Guided practical exercise to build an agent that automatically generates commercial proposals. Combines n8n with Claude or OpenAI and email delivery; focuses on proposal templates and synthesizing client needs, using fictional data and human validation.

This session demonstrates building an agent that gathers client information, structures a proposal using a predefined template and produces a ready-to-send document. Orchestration uses n8n and language models (Claude or OpenAI).

The exercise stresses using fictitious data and human checks to validate content, pricing and fit before any dispatch. Intended for account executives, presales consultants and sales directors.

Tutorial / practical work · Intermediate