Automation library · Documents and files

Generate business requirement documents with Google Workspace

Started by someone submitting a form, and works across Google Drive, Google Sheets, SendGrid and in-memory vectors. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 28 steps: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAIRetrieval

28 stepsLarge: read it before trusting it with anything live
0Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 2Model 9Logic 8Service 9

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

  1. 1On form submissionForm triggerStarts it
  2. 2Default Data LoaderDocument Default Data LoaderModel
  3. 3OpenAI Chat ModelLm Chat Open AiModel
  4. 4New request added to tracking sheetGoogle Sheets triggerStarts it
  5. 5EmbeddingsEmbeddings Open AiModel
  6. 6OpenAI Chat Model1Lm Chat Open AiModel
  7. 7Handle multiple filesCodeLogic
  8. 8Create BRD request recordCodeLogic
  9. 9Insert Data to StoreVector Store In MemoryModel
  10. 10General BRD Writer AgentAgentModel
  11. 11Request completed?FilterLogic
  12. 12Query Data ToolVector Store In MemoryModel
  13. 13Query Data Tool1Vector Store In MemoryModel
  14. 14Business Requirement Writer AgentAgentModel
  15. 15Upload supporting Google DriveService
  16. 16Extract from FileExtract From FileService
  17. 17Add BRD record to tracking Google SheetsService
  18. 18MergeMergeLogic
  19. 19Create supporting document record(s)CodeLogic
  20. 20Merge contentCodeLogic
  21. 21Add supporting document record(s)Google SheetsService
  22. 22Configure metadata SetLogic
  23. 23Create document fileHttp RequestService
  24. 24Convert document to PDFGoogle DriveService
  25. 25Archiving PDF FileGoogle DriveService
  26. 26Send BRD response emailSend GridService
  27. 27Create record to update Google Sheet rowCodeLogic
  28. 28Mark request as completedGoogle SheetsService

How it's built

Starts on
Someone submitting a form
Steps
28
Size
Large: read it before trusting it with anything live
Connects to
Google Drive, Google Sheets, SendGrid, in-memory vectors
Model
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 Google Drive, Google Sheets, SendGrid and in-memory vectors accounts, and a key for 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 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?

Take your time. At 28 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 28 steps before you point it at anything that matters.