Automation library · Money admin

Create Excel quote drafts from RFQ PDFs

Started by someone submitting a form. It calls services over plain HTTP rather than through connectors. 11 steps: a working afternoon to understand properly.

Medium

11 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
0Services by connector: it calls them over plain HTTP

The flow

Starts it 1Logic 6Service 4

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

  1. 1Upload RFQ PDFForm triggerStarts it
  2. 2Extract PDF textExtract From FileService
  3. 3Parse RFQ lines (fixed rules)CodeLogic
  4. 4Explain the failureCodeLogic
  5. 5Sample catalogue (replace me)CodeLogic
  6. 6Show why no quoteFormService
  7. 7Sample price list (replace me)CodeLogic
  8. 8Match lines + confidenceCodeLogic
  9. 9Build sheet rowsCodeLogic
  10. 10Convert to ExcelConvert To FileService
  11. 11Download quote draftFormService

How it's built

Starts on
Someone submitting a form
Steps
11
Size
Medium: a working afternoon
Connects to
Nothing by connector; it calls services over plain HTTP
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account. 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?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 11 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 11 steps before you point it at anything that matters.