Course overview
Build an automated agent that generates commercial proposals from emails and templates. The practical exercise covers environment setup (n8n, Claude/OpenAI), stepwise construction of the automation flow and checkpoints for security and data handling.
Goal: automate generation of tailored commercial proposals from incoming emails and templates.
Prepare environment: set up n8n, connect the model API (Claude or OpenAI) and configure email integration.
Build progressively: n8n workflows, information extraction, text generation and document assembly.
Checkpoint: validate access controls, API key security and encrypted handling of sensitive data.
1lessons
1lessons
5activities
6exercises
0videos
Skills and topics covered
Transform meeting notes into a structured proposal.Generate a value- and ROI-focused proposalCreate a Markdown document ready for reviewTrigger human approval before sendingApplied AI for business functionssales-crm-prospectingn8nClaude or OpenAIe-mailintermédiaire
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