# Submit and look up DocupletionForms forms with OpenAI: n8n workflow

> Started by someone opening a chat with it, and works across Google Drive, Notion, Slack and in-memory vectors.

Source: https://millionrounds.com/workflow/submit-and-look-up-docupletionforms-forms-with-openai (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Chat assistants](https://millionrounds.com/workflows?category=Chat+assistants#library)

# 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.

Medium Calls a model: OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsubmit-and-look-up-docupletionforms-forms-with-openai)

**18 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**4** Services it connects to

## The flow

Starts it 2 Model 11 Service 5

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

- 1 **DocupletionForms Trigger** Docupletion Forms trigger *Starts it*
- 2 **Recursive Character Text Splitter** Text Splitter Recursive Character Text Splitter *Model*
- 3 **Embeddings OpenAI (Ingest)** Embeddings Open Ai *Model*
- 4 **OpenAI Chat Model (Summarizer)** Lm Chat Open Ai *Model*
- 5 **Structured Output Parser** Output Parser Structured *Model*
- 6 **Ask About Documents** Chat trigger *Starts it*
- 7 **OpenAI Chat Model (Q&A)** Lm Chat Open Ai *Model*
- 8 **Embeddings OpenAI (Search)** Embeddings Open Ai *Model*
- 9 **Download PDF** Http Request *Service*
- 10 **Default Data Loader** Document Default Data Loader *Model*
- 11 **Store in Vector Index** Vector Store In Memory *Model*
- 12 **Summarize & Extract Key Fields** Chain Llm *Model*
- 13 **Document Q&A Agent** Agent *Model*
- 14 **Search DocupletionForms Documents** Vector Store In Memory *Model*
- 15 **Extract from File** Extract From File *Service*
- 16 **Upload to Google Drive** Google Drive *Service*
- 17 **Post Summary to Slack** Slack *Service*
- 18 **Log to Notion** Notion *Service*

## 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.

## 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%2Fsubmit-and-look-up-docupletionforms-forms-with-openai)
- **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.

[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Notion](https://millionrounds.com/workflows?service=Notion#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)[in-memory vectors](https://millionrounds.com/workflows?service=in-memory+vectors#library)

## Workflows like it

Also chat assistants, with the same services where possible, closest in size first.

- [**AI Event Feedback Analyzer with Google Forms and OpenAI** 18 steps · calls a model · Google Docs, Google Sheets](https://millionrounds.com/workflow/ai-event-feedback-analyzer-with-google-forms-and-openai)
- [**Building your first WhatsApp chatbot with OpenAI** 18 steps · calls a model · WhatsApp, in-memory vectors](https://millionrounds.com/workflow/building-your-first-whatsapp-chatbot-with-openai)
- [**Detect AWS cost spikes and open Terraform fix PRs with OpenAI** 18 steps · calls a model · Slack](https://millionrounds.com/workflow/detect-aws-cost-spikes-and-open-terraform-fix-prs-with-opena)
- [**Detect missing alcohol test records with Gemini and Gmail** 18 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/detect-missing-alcohol-test-records-with-gemini-and-gmail)
- [**Generate Seedance AI lighting look dev variations with Drive** 18 steps · calls a model · Google Drive, Notion](https://millionrounds.com/workflow/generate-seedance-ai-lighting-look-dev-variations-with-drive)
- [**Generate multi-channel release notes from ClickUp tasks** 18 steps · calls a model · ClickUp, Gmail](https://millionrounds.com/workflow/generate-multi-channel-release-notes-from-clickup-tasks)