NEOPOLIS AKADEMY
Agent for automatic generation of sales proposals
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.
View this course on Akademy ↗Enrolment and practical details are available on Neopolis Akademy.
What you will explore
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.
STEP BY STEP
Course programme
01Agent for automatic generation of sales proposals
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.
Explore this module on Akademy ↗Programme source: Neopolis Akademy. Original course page