Automate Sales Collateral Generation Based on Prospect Needs

• Generate customized sales materials based on deal stages in HubSpot.
• Automatically create one-pagers for sales presentations.
• Enhance sales follow-ups with tailored collateral.
• Streamline the process of preparing sales documents for prospects.

Triggers when a deal stage changes in HubSpot. Filters for relevant deal stages to proceed. Fetches detailed information about the deal and associated company. Gathers recent engagement notes to add context. Uses OpenAI to generate a tailored one-pager. Uploads the generated document to Google Drive. Sends an email notification to the sales owner with the document link.

1. 1
   Import the workflow template into n8n.
2. 2
   Connect your HubSpot and OpenAI accounts.
3. 3
   Set up Google Drive credentials for file uploads.
4. 4
   Configure the email settings for notifications.
5. 5
   Test the workflow to ensure it triggers correctly.