👀 Short Description
👀 Short Description Turn form submissions into AI-curated quotes with SKU selection straight from Qdrant, branded PDF generation, and automatic email—now streamlined for quoting only (FAQ removed). (Improved from the previous workflow: Automated Request-to-Quote System with OpenAI, Google Sheets & CraftMyPDF Email Delivery) 🎉What’s new vs. the old version Products now come directly from Qdrant (no Google Sheets catalog in the loop). Focused quote-only flow — removed FAQ/RAG nodes for a leaner, faster pipeline. Agent enforces a JSON-only contract, keeping pricing/stock grounded in Qdrant payloads. Easier to maintain; fewer moving parts and lower token usage. 📄 What this workflow does Captures lead details via Form: Request a Quote. Searches your Qdrant collection (products) for relevant SKUs by keyword, use-case, features, and budget hints. An AI Agent (OpenAI) selects in-stock SKUs, respects min_qty, and returns a strict JSON quote (optional discount ≤ 10%). A Code step computes line totals, discount, VAT, generates a unique invoice_number (e.g., Q-YYYYMMDD-ABCDE), and validates or falls back the due_date. CraftMyPDF renders a branded PDF; the file is fetched and SMTP emails the quote to the customer. 👤 Who this is for SMBs and sales teams needing instant, accurate quotes from website forms. Ops teams storing product data in Qdrant and wanting AI-assisted SKU selection. Agencies or shops that must generate consistent, branded PDFs and send them automatically. ✅ Requirements Self-hosted n8n instance. Qdrant collection (default: products) with payload fields: sku, name, uom, unit_price, currency, in_stock (true/false), min_qty, handle/url, features. Connected credentials: OpenAI (or compatible), Qdrant API, CraftMyPDF, SMTP. A CraftMyPDF template aligned with the Code node output (invoice_number, items[], gross_total, etc.). ⚙️ How to set up Import the workflow JSON into n8n. In Qdrant Vector Store (Products), set collection=products and your Qdrant API credentials. In Sales Quote Agent, keep or change the model (default gpt-4.1-mini) and the JSON-only system prompt. In Create a PDF, set your CraftMyPDF templateId. In Email: Send Quote, set fromEmail and SMTP credentials. Submit a test form; verify: Agent JSON → PDF render → email delivery. (Optional) Adjust defaults in the Code node: vat_pct (default 10), payment_terms, currency fallback, valid_days. 🔁 How it works (end-to-end) Trigger → Form captures: Full Name, Email, Company, Requirements, Budget Min/Max, Need By, Notes. Product Search → Agent calls PRODUCTS_QDRANT to retrieve relevant SKUs and payload fields from Qdrant. Agent Quote → Selects SKUs and qty, applies pricing and ≤10% discount. 💡 About Margin AI Margin AI is your AI Service Companion. We help organizations design intelligent, human-centric automation — from content pipelines and branding workflows to customer insights and sales enablement. Our tailored AI solutions scale marketing, operations, and creative processes with ease. An n8n automation workflow template by Cong Nguyen.
Cong Nguyen
web
paid
Others in the same category, ranked by how often they are opened.
