Automation library · Money admin

Triage RFQ emails and draft quote replies with Gmail

Started by an arriving email, and works across Gmail. It hands the judgement calls to OpenAI. 12 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

Download free
12 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Model 2Logic 6Service 3

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

  1. 1New RFQ EmailGmail triggerStarts it
  2. 2OpenAI ModelLm Chat Open AiModel
  3. 3Normalize EmailSetLogic
  4. 4Extract RFQ FieldsInformation ExtractorModel
  5. 5Has PDF Attachment?IfLogic
  6. 6Completeness GateCodeLogic
  7. 7Extract PDF TextExtract From FileService
  8. 8Use Email Text OnlySetLogic
  9. 9All Info Present?IfLogic
  10. 10Combine Email + PDF TextSetLogic
  11. 11Draft Quote SkeletonGmailService
  12. 12Draft Missing-Info RequestGmailService

How it's built

Starts on
An arriving email
Steps
12, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on an arriving email.

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. 12 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 12 steps before you point it at anything that matters.