The flow
Starts it 1Model 3Logic 9Service 5
The steps in the order they run, from what starts it.
- 1โ๏ธ ConfigSetLogic
- 2๐ฅ Typeform TriggerTypeform triggerStarts it
- 3๐ Extract & Transform DataCodeLogic
- 4โ
Check Required FieldsIfLogic
- 5๐ Route: Quick Quote or Standard?IfLogic
- 6๐จ Notify: Missing Required FieldsHttp RequestService
- 7๐ค AI: Generate Quick QuoteOpen AiModel
- 8๐ค AI: Generate Standard ProposalOpen AiModel
- 9๐ Parse AI Proposal ResponseCodeLogic
- 10๐ค AI: Generate Project MilestonesOpen AiModel
- 11๐ Combine Proposal + MilestonesMergeLogic
- 12๐ Parse Milestone ResponseCodeLogic
- 13โ
Check: AI Parse Successful?IfLogic
- 14๐ Create PandaDoc DocumentHttp RequestService
- 15๐จ Notify: GPT Parse FailedHttp RequestService
- 16โ
Check: Document Created?IfLogic
- 17๐ฌ Notify: Proposal ReadyHttp RequestService
- 18๐จ Notify: PandaDoc FailedHttp RequestService
How it's built
- Starts on
- Someone submitting a form
- Steps
- 18, with 4 branches
- Size
- Medium: a working afternoon
- Connects to
- Nothing by connector; it calls services over plain HTTP
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, and a key for OpenAI. You connect your own accounts after importing it; none are included.
What starts it?
It starts on someone submitting a form.
Does it use AI?
Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.
How long does it take to set up?
Plan an afternoon. 18 steps is enough that you should read each one before running it.
How do I import it?
Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.
Before you run itNothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 18 steps before you point it at anything that matters.