Generate client quotes from call transcripts with Claude/GPT, Google Drive, and PandaDoc

by Hugo Le Poole ✓ · 400 views · created 2025-12-29 · CRM, AI Summarization

What this workflow does

This AI workflow has 58 nodes and runs on Google Drive events (file created) (plus 2 other triggers). Along the way it connects Google Drive, OpenRouter Chat Model, Google Calendar and Perplexity and 6 more. It also calls api.pandadoc.com over HTTP.

How it runs

Trigger: On Google Drive events (file created) (plus 2 other triggers).

1. Download file (Google Drive): download
2. details (HTTP Request): calls api.pandadoc.com
3. Route by Action Type (Switch): routes items into 3 branches
4. Binary to text (Extract from File): extracts data from a file (text)
5. Search_CRM (Notion): get many (database page)
6. Create Quote (HTTP Request): calls api.pandadoc.com (POST)
7. Update Tokens (HTTP Request): calls an HTTP API (PATCH)
8. Build Pricing Payload (Code): runs custom JavaScript code
9. Clean Transcript (Code): runs custom JavaScript code
10. Find Client in CRM (Filter): keeps only the items that match a condition

…plus 23 more steps. See the full node list below.

Services it uses

Google DriveOpenRouter Chat ModelGoogle CalendarPerplexityGmailNotionSlackDate & TimeData tableHTTP Request

HTTP calls to: api.pandadoc.com

Before you upgrade to n8n 3.0

Nodes used (29)

• Think Tool@n8n/n8n-nodes-langchain.toolThink
• Calculator@n8n/n8n-nodes-langchain.toolCalculator
• AI Agent Tool@n8n/n8n-nodes-langchain.agentTool
• Google Driven8n-nodes-base.googleDrive
• Google Drive Triggern8n-nodes-base.googleDriveTrigger
• Extract from Filen8n-nodes-base.extractFromFile
• OpenRouter Chat Model@n8n/n8n-nodes-langchain.lmChatOpenRouter
• Google Calendarn8n-nodes-base.googleCalendar
• Perplexity Tooln8n-nodes-base.perplexityTool
• Simple Memory@n8n/n8n-nodes-langchain.memoryBufferWindow
• Call n8n Workflow Tool@n8n/n8n-nodes-langchain.toolWorkflow
• Execute Workflow Triggern8n-nodes-base.executeWorkflowTrigger
• Structured Output Parser@n8n/n8n-nodes-langchain.outputParserStructured
• HTTP Requestn8n-nodes-base.httpRequest
• Gmailn8n-nodes-base.gmail
• Notionn8n-nodes-base.notion
• Slackn8n-nodes-base.slack
• Webhookn8n-nodes-base.webhook
• Date Time Tooln8n-nodes-base.dateTimeTool
• Data Table Tooln8n-nodes-base.dataTableTool
• Coden8n-nodes-base.code
• Ifn8n-nodes-base.if
• Filtern8n-nodes-base.filter
• Switchn8n-nodes-base.switch
• Edit Fields (Set)n8n-nodes-base.set
• Http Request Tooln8n-nodes-base.httpRequestTool
• Data tablen8n-nodes-base.dataTable
• Waitn8n-nodes-base.wait
• AI Agent@n8n/n8n-nodes-langchain.agent

From the author

Who is this for? Agencies, consultants, and service providers who conduct discovery calls and need to quickly turn conversations into professional proposals. What it does: This workflow transforms meeting transcripts into complete, professional quotes using a…

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