Automation library · Money admin

Generate service quotes with OpenAI and Telegram

Started by another system calling it, and works across Gmail and Telegram. It hands the judgement calls to OpenAI. 26 steps, 5 branches: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

26 stepsLarge: read it before trusting it with anything live
5Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 2Model 1Logic 9Service 14

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

  1. 1Tally Trigger: New Form SubmissionTally triggerStarts it
  2. 2Webhook: Alternative IntakeWebhookStarts it
  3. 3Map Tally Fields to SchemaSetLogic
  4. 4Check Webhook Payload ValidIfLogic
  5. 5Classify Request with GPT-4.1-miniOpen AiModel
  6. 6Map Webhook FieldsSetLogic
  7. 7Parse Category from AI ResponseCodeLogic
  8. 8Route by Request CategorySwitchLogic
  9. 9Set Quote Variables (EFH/MFH)SetLogic
  10. 10Telegram: Notify ManagementTelegramService
  11. 11Telegram: Emergency AlertTelegramService
  12. 12Telegram: On-Site Appointment RequestTelegramService
  13. 13Telegram: Special RequestTelegramService
  14. 14Route by Building Type (EFH vs MFH)SwitchLogic
  15. 15Gmail: Forward to ManagementGmailService
  16. 16Gmail: Emergency NotificationGmailService
  17. 17Gmail: On-Site Appointment NotificationGmailService
  18. 18Gmail: Special Request NotificationGmailService
  19. 19Generate Quote PDF: Multi-Family HomePdf MonkeyService
  20. 20Generate Quote PDF: Single-Family HomePdf MonkeyService
  21. 21Telegram: Approval Request MFHTelegramService
  22. 22Telegram: Approval Request EFHTelegramService
  23. 23If Approval Approved MFHIfLogic
  24. 24If Approval Approved EFHIfLogic
  25. 25Gmail: Send Approved Quote MFHGmailService
  26. 26Gmail: Send Approved Quote EFHGmailService

How it's built

Starts on
Another system calling it
Steps
26, with 5 branches
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Telegram
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail and Telegram accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

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?

Take your time. At 26 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 26 steps before you point it at anything that matters.