Automation library · Chat assistants

Submit and look up DocupletionForms forms with OpenAI

Started by someone opening a chat with it, and works across Google Drive, Notion, Slack 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. 18 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAIRetrieval

Download free
18 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 2Model 11Service 5

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

  1. 1DocupletionForms TriggerDocupletion Forms triggerStarts it
  2. 2Recursive Character Text SplitterText Splitter Recursive Character Text SplitterModel
  3. 3Embeddings OpenAI (Ingest)Embeddings Open AiModel
  4. 4OpenAI Chat Model (Summarizer)Lm Chat Open AiModel
  5. 5Structured Output ParserOutput Parser StructuredModel
  6. 6Ask About DocumentsChat triggerStarts it
  7. 7OpenAI Chat Model (Q&A)Lm Chat Open AiModel
  8. 8Embeddings OpenAI (Search)Embeddings Open AiModel
  9. 9Download PDFHttp RequestService
  10. 10Default Data LoaderDocument Default Data LoaderModel
  11. 11Store in Vector IndexVector Store In MemoryModel
  12. 12Summarize & Extract Key FieldsChain LlmModel
  13. 13Document Q&A AgentAgentModel
  14. 14Search DocupletionForms DocumentsVector Store In MemoryModel
  15. 15Extract from FileExtract From FileService
  16. 16Upload to Google DriveGoogle DriveService
  17. 17Post Summary to SlackSlackService
  18. 18Log to NotionNotionService

How it's built

Starts on
Someone opening a chat with it
Steps
18
Size
Medium: a working afternoon
Connects to
Google Drive, Notion, Slack, 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, Notion, Slack 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 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. 18 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 18 steps before you point it at anything that matters.