Automation library · Money admin

Quote and dispatch home-service jobs from forms with OpenAI

Started by someone submitting a form, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to OpenAI. 17 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

17 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 2Logic 6Service 8

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

  1. 1Job Request FormForm triggerStarts it
  2. 2Estimate ModelLm Chat Open AiModel
  3. 3Dispatch SettingsSetLogic
  4. 4Estimate The JobInformation ExtractorModel
  5. 5Read The Price BookGoogle SheetsService
  6. 6Read The ServicemenGoogle SheetsService
  7. 7Ask A Human To Quote ItSlackService
  8. 8Pick The Best ServicemanCodeLogic
  9. 9Build The Log RowCodeLogic
  10. 10Was Someone Found?IfLogic
  11. 11Log The JobGoogle SheetsService
  12. 12Send The Job To The ServicemanSlackService
  13. 13Post The Unassigned Job For A HumanSlackService
  14. 14DoneNo OpLogic
  15. 15Post The Job To The Dispatch ChannelSlackService
  16. 16Email The Customer?IfLogic
  17. 17Send The Estimate To The CustomerGmailService

How it's built

Starts on
Someone submitting a form
Steps
17, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets and Slack 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. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 17 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 17 steps before you point it at anything that matters.