Exercises 24 · Proposal Generator

Start from workflow/starter.json (endpoints, Settings, quote builder) or your finished lesson workflow.

Exercise 1: Follow-ups

Task: Every weekday morning, nudge clients whose proposal was sent 3+ days ago and never viewed, and those whose proposal expires in 2 days. One nudge of each kind per proposal.

Done when: an unviewed proposal gets one "did this reach you?" email, and an expiring one gets one "still interested?" email.

Exercise 2: Deposit link on accept

Task: When a proposal is accepted, create a Stripe payment link for the deposit and show it on the thank-you page (and in the owner email).

Done when: accepting shows a working "Pay deposit" button for the right amount.

Hint

Stripe has no Payment Link operation in the n8n node; use HTTP Request with the Stripe credential (module 21) to POST /v1/payment_links with a one-off price (price_data).

Exercise 3: PDF copy

Task: Attach a PDF of the proposal to the owner's acceptance email for their records.

Done when: the owner email has a PDF that matches the accepted page.

Stretch: Learn from wins

Store accepted proposals' sections and feed the two most recent accepted ones for the same service to the AI as examples of your style.