# Generate AI-curated sales quotes with OpenAI and Qdrant: n8n workflow

> 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...

Source: https://millionrounds.com/workflow/generate-ai-curated-sales-quotes-with-openai-and-qdrant (Millionrounds; every figure on the page links to its filing or article)

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

# 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.

Medium Calls a model: Gemini, OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-ai-curated-sales-quotes-with-openai-and-qdrant)

**12 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 6 Logic 2 Service 3

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

- 1 **Form: Request a Quote** Form trigger *Starts it*
- 2 **OpenAI Chat Model (Agent)** Lm Chat Open Ai *Model*
- 3 **Embeddings OpenAI (Products)** Embeddings Open Ai *Model*
- 4 **Google Gemini Chat Model** Lm Chat Google Gemini *Model*
- 5 **Set: Prepare Agent Context** Set *Logic*
- 6 **Sales Quote Agent** Agent *Model*
- 7 **Qdrant Vector Store (Products)** Vector Store Qdrant *Model*
- 8 **PRODUCTS_QDRANT** Tool Vector Store *Model*
- 9 **Code: Map for CraftMyPDF** Code *Logic*
- 10 **Create a PDF** Craft My Pdf *Service*
- 11 **Get PDF file** Http Request *Service*
- 12 **Email: Send Quote** Email Send *Service*

## 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.

## 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%2Fgenerate-ai-curated-sales-quotes-with-openai-and-qdrant)
- **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.

[Email](https://millionrounds.com/workflows?service=Email#library)[Qdrant](https://millionrounds.com/workflows?service=Qdrant#library)

## Workflows like it

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

- [**Automate invoice processing & weekly spending reports** 12 steps · calls a model · Airtable, Email](https://millionrounds.com/workflow/automate-invoice-processing-and-weekly-spending-reports)
- [**Automated trip expense claim form with OpenAI and Google Drive** 12 steps · calls a model · Email, Google Drive](https://millionrounds.com/workflow/automated-trip-expense-claim-form-with-openai-and-google-dri)
- [**Smart invoice follow-up automation (n8n) with OpenAI** 12 steps · calls a model · Email, Google Sheets](https://millionrounds.com/workflow/smart-invoice-follow-up-automation-n8n-with-openai)
- [**Automated tour payment reminders with WhatsApp** 12 steps · Email, Excel](https://millionrounds.com/workflow/automated-tour-payment-reminders-with-whatsapp)
- [**Custom branded QuickBooks invoices to PDF & email** 12 steps · Email](https://millionrounds.com/workflow/custom-branded-quickbooks-invoices-to-pdf-and-email)
- [**Generate custom branded PDF invoices** 12 steps · Email](https://millionrounds.com/workflow/generate-custom-branded-pdf-invoices)