Automation library · Money admin

Generate AI-curated sales quotes with OpenAI and Qdrant

Started by someone submitting a form, and works across Email and Qdrant. It puts Gemini and OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 12 steps: a working afternoon to understand properly.

MediumCalls a model: Gemini, OpenAIRetrieval

12 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 6Logic 2Service 3

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

  1. 1Form: Request a QuoteForm triggerStarts it
  2. 2OpenAI Chat Model (Agent)Lm Chat Open AiModel
  3. 3Embeddings OpenAI (Products)Embeddings Open AiModel
  4. 4Google Gemini Chat ModelLm Chat Google GeminiModel
  5. 5Set: Prepare Agent ContextSetLogic
  6. 6Sales Quote AgentAgentModel
  7. 7Qdrant Vector Store (Products)Vector Store QdrantModel
  8. 8PRODUCTS_QDRANTTool Vector StoreModel
  9. 9Code: Map for CraftMyPDFCodeLogic
  10. 10Create a PDFCraft My PdfService
  11. 11Get PDF fileHttp RequestService
  12. 12Email: Send QuoteEmail SendService

How it's built

Starts on
Someone submitting a form
Steps
12
Size
Medium: a working afternoon
Connects to
Email, Qdrant
Model
Gemini, OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

An n8n account, plus your own Email and Qdrant accounts, and a key for Gemini and 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 Gemini and OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 12 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 12 steps before you point it at anything that matters.