How It Works
How It Works Trigger: The workflow starts automatically when a new file (PDF, DOCX, or TXT) is uploaded to a specific Google Drive folder for client briefs. Configuration: The workflow sets up key variables, such as the folder for storing reports, the account manager’s email, the tracking Google Sheet, and the error notification email. File Type Check & Text Extraction: It checks the file type and extracts the text using the appropriate method for PDF, DOCX, or TXT files. Extraction Validation: If text extraction fails or the file is empty, an error notification is sent to the designated email. AI Analysis: The extracted text is analyzed using Groq AI (Llama 3 model) to summarize the brief, extract client needs, goals, challenges, and more. Industry Research: The workflow performs additional AI-powered research on the client’s industry and project type, using Wikipedia and Google Search tools. Report Generation: The analysis and research are combined into a comprehensive, formatted report. Google Doc Creation: The report is saved as a new Google Doc in a specified folder. Logging: Key details are logged in a Google Sheet for tracking and record-keeping. Notification: The account manager receives an email with highlights and a link to the full report. Error Handling: If any step fails (e.g., text extraction), an error email is sent with troubleshooting advice. Setup Steps Google Drive Folders: Create a folder for incoming client briefs. Create a folder for storing generated client summary reports. Google Sheet: Create a Google Sheet with a sheet/tab named “Brief Analysis Log” for tracking analysis results. Google Cloud Project: Set up a Google Cloud project and enable APIs for Google Drive, Google Docs, Google Sheets, and Gmail. Create OAuth2 credentials for n8n and connect them in your n8n instance. Groq AI Credentials: Obtain API credentials for Groq AI and add them to n8n. SerpAPI (Optional, for Google Search): If using Google Search in research, get a SerpAPI key and add it to n8n. n8n Workflow Configuration: In the “Workflow Configuration” node, set the following variables: clientSummariesFolderId: Google Drive folder ID for reports. accountManagerEmail: Email address to notify. trackingSheetId: Google Sheet ID for logging. errorNotificationEmail: Email for error alerts. Connect All Required Credentials: Make sure all Google and AI nodes have the correct credentials selected in n8n. Test the Workflow: Upload a sample client brief to the monitored Google Drive folder. Check that the workflow runs, generates a report, logs the result, and sends the notification email. An n8n automation workflow template by DigiMetaLab.
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