What you import
Intake webhook → rates-tab lookup → gated AI scope with template fallback → Drive copy of your Doc → token replace → Gmail + owner SMS → same Leads row.
n8n
A complete intake becomes a draft proposal you still send.
Intake sits in a notebook while you rewrite the same proposal. This file reads the form, looks up prices on your rates tab, drafts the scope, copies a Google Doc, and emails it.
Before: a form and a blank document. After: a copied Doc with prices from your rates tab, sitting on the same Leads row.
Intake webhook → rates-tab lookup → gated AI scope with template fallback → Drive copy of your Doc → token replace → Gmail + owner SMS → same Leads row.
n8n
n8n, Google Sheets (Leads + rates), Google Docs, Google Drive, Gmail, Twilio for owner SMS. OpenAI optional — template path still runs.
45–60 minutes including the Doc template ID and a locked rates tab.
Will not invent a price that is not on the rates tab. Will not invent square footage, clinical findings, or legal conclusions. The email is a scope draft, not advice and not a binding bid until you say so. Does not flip completed.
Symptom, system age, and access become a visit-scope draft.
Job notes become a scope and next-step draft.
Matter facts become a structured summary. You write the actual proposal.
Unit inquiry becomes a showing + application next-step note.
Consult notes become a membership or first-series outline you edit.
Intake form to proposal draft (import this)
Video posting soon.
START-HERE.pdf page 1. Credentials. First live node. Email hello@ if a node name moved.
Preferred implementation partner is listed on Partners. Other approved shops later. We do not hold the file hostage.