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 ยท 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 SerpAPI results may include irrelevant ads or outdated content so filter search results by date and domain authority. 3.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