Generate Freelance Proposal PDFs from Tally
New Tally submission? The agent extracts job details, finds examples, generates a tailored PDF proposal from past projects.
freelancers and consultants
What it does
Automate the creation and delivery of personalized freelance proposals by processing Tally form submissions. It extracts job details from text or screenshots, finds relevant examples via search, references your past projects, generates a tailored PDF proposal, and emails it directly to the client.
Step by step
- Configure the Tally webhook to trigger on new form submissions and pass the payload to the orchestration layer.
- Set up a Google Sheet with columns for project name, client type, URL, and key metrics to serve as the knowledge base.
- Define the API endpoints for SerpAPI queries using specific keywords derived from the extracted job description.
- Configure pdf.co to accept HTML or Markdown input and output a formatted PDF file.
Where the LLM does the work
- Use the LLM to parse unstructured text or screenshot data from Tally into structured JSON fields like budget, timeline, and tech stack.
- Prompt the model to select the most relevant past projects from the Google Sheet based on semantic similarity to the new job requirements.
- Generate a persuasive narrative for the proposal that weaves together the extracted job details with the selected case studies.
Watch out for
OCR accuracy on screenshots can be poor so always allow users to manually edit the extracted text before generation.
SerpAPI results may include irrelevant ads or outdated content so filter search results by date and domain authority.
PDF formatting often breaks with dynamic content length so test layout stability with varying proposal lengths.
Email deliverability can suffer if attachments are large or headers look suspicious so keep PDFs under 2MB and use a verified sender domain.
Tools that fit
OpenAI Chat Model LLM Extract text from screenshots and write proposal
SerpAPI API Search for proposal examples
The agent brief
Everything your agent needs, including the gotchas. Copy it and go.
You are helping me build the following AI agent workflow. ## Goal Generate Freelance Proposal PDFs from Tally: New Tally submission? The agent extracts job details, finds examples, generates a tailored PDF proposal from past projects. ## Specification - What it does: Automate the creation and delivery of personalized freelance proposals by processing Tally form submissions. It extracts job details from text or screenshots, finds relevant examples via search, references your past projects, generates a tailored PDF proposal, and emails it directly to the client. - Trigger: Triggered by an event (Event · on new Tally form submission) - Autonomy: Fully hands-off - Expected setup effort: about an afternoon - Tools/services involved: - Tally: Form trigger and data capture - OpenAI Chat Model: Extract text from screenshots and write proposal - SerpAPI: Search for proposal examples - Google Sheets: Reference past projects - pdf.co: Convert HTML to PDF - Gmail: Email the final proposal ## Known pitfalls, handle each one explicitly in your implementation 1. OCR accuracy on screenshots can be poor so always allow users to manually edit the extracted text before generation. 2. SerpAPI results may include irrelevant ads or outdated content so filter search results by date and domain authority. 3. PDF formatting often breaks with dynamic content length so test layout stability with varying proposal lengths. 4. Email deliverability can suffer if attachments are large or headers look suspicious so keep PDFs under 2MB and use a verified sender domain. ## Reference implementation https://n8n.io/workflows/16170 (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/generate-freelance-proposal-pdfs-from-tally/ via usecasesforagents.com
Frequently asked questions
Can I use a different Forms & Surveys than Tally?
Yes. Tally is only the example forms & surveys in this recipe. The same flow works with Jotform and Typeform. Swap the forms & surveys connection and keep the rest of the setup as written.
Want this running in your business?
This is what I do. I design and build AI agents like this one, and keep them running. If you want it set up for your team instead of doing it yourself, get in touch.
Who it's for
Built for freelancers and consultants juggling this across every client, not just one.