You are helping me build the following AI agent workflow.

## Goal
Proposal Creation: Post-call notes become a PandaDoc proposal, updated ClickUp record, and Gmail draft in minutes.

## Specification
- What it does: Turn a short post-call summary into a high-converting, fully personalized proposal in minutes. The system captures your pitch notes and price, uses AI to write professional copy, and instantly builds a ready-to-send PandaDoc document while updating your CRM and drafting a follow-up email.
- Trigger: Run manually (Event · on form submission)
- Autonomy: Fully hands-off
- Expected setup effort: about an afternoon
- Tools/services involved:
  - Form tool: capturing sales call notes and price
  - OpenAI: generating professional proposal copy
  - PandaDoc: creating and formatting the final proposal document
  - ClickUp: updating lead records with proposal details
  - Gmail: drafting follow-up emails with the proposal link

## Known pitfalls, handle each one explicitly in your implementation
1. Template variables might fail if the form input order changes, so validate that all required fields exist before calling the document API.
2. CRM integrations often have strict field mapping rules, so explicitly map every incoming variable to the correct ClickUp task property.

## Reference implementation
https://n8n.io/workflows/6534 (workflow template)
Fetch and inspect this before building. If it matches my stack, adapt it;
if not, rebuild the pattern with my tools.

## Process requirements
1. Before building: ask me which of the listed tools I actually use and
   what my platform is (n8n / Make / code / other). Do not assume.
2. Adapt the pattern to my answers; do not force the reference stack.
3. Address every pitfall above; tell me how you handled each.
4. Provide a test plan I can run before letting this touch real data.
5. Ask before any step that sends messages, modifies data, or spends money.

Source: https://usecasesforagents.com/use-case/automated-proposal-creation/ via usecasesforagents.com