Automation library · Money admin

Generate AI sales proposals from transcripts with Azure OpenAI

Started by someone submitting a form, and works across Airtable and Slack. It hands the judgement calls to Azure OpenAI. 23 steps, 2 branches, 2 loops or waits: large, and worth reading before you trust it with anything live.

LargeCalls a model: Azure OpenAI

23 stepsLarge: read it before trusting it with anything live
2Branches: places the flow splits
2Loops or waits
2Services it connects to

The flow

Starts it 1Model 3Logic 6Service 13

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

  1. 1On form submissionForm triggerStarts it
  2. 2Azure OpenAI Chat ModelLm Chat Azure Open AiModel
  3. 3Structured Output ParserOutput Parser StructuredModel
  4. 4Get a list of transcriptsFirefliesService
  5. 5Basic LLM ChainChain LlmModel
  6. 6Get a transcriptFirefliesService
  7. 7Create DocumentHttp RequestService
  8. 8Set Initial VariablesSetLogic
  9. 9Send a message and wait for responseSlackService
  10. 10IfIfLogic
  11. 11WaitWaitLogic
  12. 12Update VariablesSetLogic
  13. 13Send DocumentHttp RequestService
  14. 14Send a message1SlackService
  15. 15Update ContactAirtableService
  16. 16Wait1WaitLogic
  17. 17Get Audit TrailHttp RequestService
  18. 18If1IfLogic
  19. 19Get Recepient IDHttp RequestService
  20. 20Update Contact2AirtableService
  21. 21Send Reminder1Http RequestService
  22. 22Send a messageSlackService
  23. 23Update Contact1AirtableService

How it's built

Starts on
Someone submitting a form
Steps
23, with 2 branches, 2 loops or waits
Size
Large: read it before trusting it with anything live
Connects to
Airtable, Slack
Model
Azure OpenAI

Questions

What does it need to run?

An n8n account, plus your own Airtable and Slack accounts, and a key for Azure 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 Azure OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 23 steps it is large: read it before trusting it with anything live.

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 23 steps before you point it at anything that matters.