n8n build
Client Onboarding and Proposal Agents
- n8n
- AI agent
- Documents
The client’s problem
Onboarding meant back-and-forth emails to collect details, then writing each proposal from scratch.
What I built
A chat-based agent walks new clients through a structured intake. A second agent pulls that intake data and drafts a formatted proposal for final review.
The outcome
Each engagement starts with a complete record, and proposals are built from the same data every time.
How it works
The flow
- Intake chat
- Structured record
- Draft proposal
- Review
Your Business Needs Better Systems, Not More Manual Work.
Let’s map the system your business needs.
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