# PDF proposal knowledge base with OpenAI and Qdrant RAG: n8n workflow

> Started by someone opening a chat with it, and works across Qdrant and S3. It puts OpenAI behind a retrieval step, so answers are drawn from documents you...

Source: https://millionrounds.com/workflow/pdf-proposal-knowledge-base-with-openai-and-qdrant-rag (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)

# PDF proposal knowledge base with OpenAI and Qdrant RAG

Started by someone opening a chat with it, and works across Qdrant and S3. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 14 steps, 1 loop or waits: a working afternoon to understand properly.

Medium Calls a model: OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fpdf-proposal-knowledge-base-with-openai-and-qdrant-rag)

**14 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**1** Loop or waits

**2** Services it connects to

## The flow

Starts it 2 Model 8 Logic 1 Service 3

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

- 1 **When clicking ‘Test workflow’** Manual trigger *Starts it*
- 2 **Embeddings OpenAI** Embeddings Open Ai *Model*
- 3 **Recursive Character Text Splitter** Text Splitter Recursive Character Text Splitter *Model*
- 4 **When chat message received** Chat trigger *Starts it*
- 5 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 6 **Embeddings OpenAI1** Embeddings Open Ai *Model*
- 7 **Get Files from S3** Aws S3 *Service*
- 8 **Qdrant Vector Store** Vector Store Qdrant *Model*
- 9 **Default Data Loader** Document Default Data Loader *Model*
- 10 **AI Agent** Agent *Model*
- 11 **Qdrant Vector Store1** Vector Store Qdrant *Model*
- 12 **Loop Over Items** Split In Batches *Logic*
- 13 **Download Files from AWS** Aws S3 *Service*
- 14 **Extract from File** Extract From File *Service*

## How it's built

- **Starts on:** Someone opening a chat with it
- **Steps:** 14, 1 loop or waits
- **Size:** Medium: a working afternoon
- **Connects to:** Qdrant, S3
- **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 Qdrant and S3 accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone opening a chat with it.

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?

Plan an afternoon. 14 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 14 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%2Fpdf-proposal-knowledge-base-with-openai-and-qdrant-rag)
- **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.

[Qdrant](https://millionrounds.com/workflows?service=Qdrant#library)[S3](https://millionrounds.com/workflows?service=S3#library)

## Workflows like it

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

- [**Generate AI-curated sales quotes with OpenAI and Qdrant** 12 steps · calls a model · Email, Qdrant](https://millionrounds.com/workflow/generate-ai-curated-sales-quotes-with-openai-and-qdrant)
- [**Generate Stripe invoice PDFs with PDFops and Gmail** 12 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/generate-stripe-invoice-pdfs-with-pdfops-and-gmail)
- [**One-way sync Stripe invoice PDFs to a S3 bucket** 12 steps · S3](https://millionrounds.com/workflow/one-way-sync-stripe-invoice-pdfs-to-a-s3-bucket)
- [**Expense organizer with Google Drive and Gemini** 21 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/expense-organizer-with-google-drive-and-gemini)
- [**Summarize invoices with AWS Textract and Gemini** 5 steps · calls a model · S3, Slack](https://millionrounds.com/workflow/summarize-invoices-with-aws-textract-and-gemini)
- [**Build a tax code assistant with Qdrant and Mistral** 31 steps · calls a model · Qdrant](https://millionrounds.com/workflow/build-a-tax-code-assistant-with-qdrant-and-mistral)