Automation library · Money admin

Draft CPQ quotes from Slack with TurboQuote and OpenAI

Started by an event in a connected app, and works across Slack. It hands the judgement calls to OpenAI. 19 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

Download free
19 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Model 3Logic 6Service 9

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

  1. 1When Quote Request ReceivedSlack triggerStarts it
  2. 2OpenAI GPT-4o MiniLm Chat Open AiModel
  3. 3Search TurboQuote CatalogTurbo Docx ToolService
  4. 4Parse Line Items SchemaOutput Parser StructuredModel
  5. 5Set Default Quote ParametersSetLogic
  6. 6Draft Quote AgentAgentModel
  7. 7Fetch Catalog for PricingTurbo DocxService
  8. 8Attach Catalog PricesCodeLogic
  9. 9Aggregate Catalog DataAggregateLogic
  10. 10Check Items to QuoteIfLogic
  11. 11Locate Customer CompanyTurbo DocxService
  12. 12Notify Nothing to Quote in SlackSlackService
  13. 13Verify Company FoundIfLogic
  14. 14Fetch Primary ContactTurbo DocxService
  15. 15Notify Customer Not FoundSlackService
  16. 16Generate Draft QuoteTurbo DocxService
  17. 17Insert Line ItemsTurbo DocxService
  18. 18Limit to One PostLimitLogic
  19. 19Send Review Link to SlackSlackService

How it's built

Starts on
An event in a connected app
Steps
19, with 2 branches
Size
Medium: a working afternoon
Connects to
Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Slack account, 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. 19 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 19 steps before you point it at anything that matters.