# Collaborative sales planning with Google Docs and Slack: n8n workflow

> Started by an event in a connected app, and works across Google Drive and Slack. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/collaborative-sales-planning-with-google-docs-and-slack (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# Collaborative sales planning with Google Docs and Slack

Started by an event in a connected app, and works across Google Drive and Slack. It hands the judgement calls to OpenAI. 14 steps: a working afternoon to understand properly.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcollaborative-sales-planning-with-google-docs-and-slack)

**14 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 8 Logic 2 Service 3

The steps in the order they run, from what starts it.

- 1 **When clicking ‘Execute workflow’** Manual trigger *Starts it*
- 2 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 3 **OpenAI Chat Model1** Lm Chat Open Ai *Model*
- 4 **OpenAI Chat Model2** Lm Chat Open Ai *Model*
- 5 **OpenAI Chat Model3** Lm Chat Open Ai *Model*
- 6 **Edit Fields** Set *Logic*
- 7 **CEO Agent** Agent *Model*
- 8 **Marketing Agent** Agent Tool *Model*
- 9 **Operations Agent** Agent Tool *Model*
- 10 **Finance Agent** Agent Tool *Model*
- 11 **Configure metadata** Set *Logic*
- 12 **Create document file** Http Request *Service*
- 13 **Convert to PDF** Google Drive *Service*
- 14 **Upload a file** Slack *Service*

## How it's built

- **Starts on:** An event in a connected app
- **Steps:** 14
- **Size:** Medium: a working afternoon
- **Connects to:** Google Drive, Slack
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Google Drive and Slack accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

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. 14 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 it**

Nothing 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 14 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcollaborative-sales-planning-with-google-docs-and-slack)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

- [**AI UAT feedback triage noise handling + follow-up with Slack** 14 steps · calls a model · Gmail, Notion](https://millionrounds.com/workflow/ai-uat-feedback-triage-noise-handling-follow-up-with-slack)
- [**Podcast to X (Twitter) pipeline with OpenAI Whisper and OpenAI** 14 steps · calls a model · RSS, Slack](https://millionrounds.com/workflow/podcast-to-x-twitter-pipeline-with-openai-whisper-and-openai)
- [**Back up Salesforce records to Google Drive CSV** 14 steps · Gmail, Google Drive](https://millionrounds.com/workflow/back-up-salesforce-records-to-google-drive-csv)
- [**Generate & edit images with Google Drive** 14 steps · Email, Google Drive](https://millionrounds.com/workflow/generate-and-edit-images-with-google-drive)
- [**AI email reply based on HubSpot data + Slack approval** 13 steps · calls a model · Gmail, HubSpot](https://millionrounds.com/workflow/ai-email-reply-based-on-hubspot-data-slack-approval)
- [**AI-powered client onboarding with Jotform and Asana** 13 steps · calls a model · Asana, Gmail](https://millionrounds.com/workflow/ai-powered-client-onboarding-with-jotform-and-asana)