Draft CPQ quotes from Slack with TurboQuote and OpenAI
UnknownUnknown. This template uses community nodes we can't verify statically. Uses community nodes that can't be verified statically (unverified community packages are off by default in 3.0). Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 19 nodes and runs on Slack events. Along the way it connects Slack, OpenAI Chat Model and Turbodocx (community).
How it runs
Trigger: On Slack events.
- Set Default Quote Parameters (Edit Fields (Set)): sets 4 fields: appBaseUrl, currency, termDays…
- Fetch Catalog for Pricing (Turbo Docx): work with product
- Aggregate: combines items into one
- Draft Quote Agent (AI Agent): runs an AI agent, with model: OpenAI GPT-4o Mini; 1 tool (Search TurboQuote Catalog); output parser: Parse Line Items Schema
- Attach Catalog Prices (Code): runs custom JavaScript code
- Check Items to Quote (If): checks a condition and branches into true / false
- Locate Customer Company (Turbo Docx): work with company
- Notify Nothing to Quote in Slack (Slack): uses Slack
- Verify Company Found (If): checks a condition and branches into true / false
- Fetch Primary Contact (Turbo Docx): list contacts (company)
…plus 5 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
We can't fully verify this one: it relies on 2 community packages, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).
- Check that @turbodocx/n8n-nodes-turbodocx is verified or supports 3.0 (used in Fetch Catalog for Pricing, Locate Customer Company, Fetch Primary Contact).
- Check that @turbodocx/n8n-nodes-turbodocx is verified or supports 3.0 (used in Search TurboQuote Catalog).
- Also check Slack Trigger requires a signing secret on the Slack API credential.
Nodes used (12)
- Slack Trigger
n8n-nodes-base.slackTrigger - Edit Fields (Set)
n8n-nodes-base.set - Turbo Docx
@turbodocx/n8n-nodes-turbodocx.turboDocx - Aggregate
n8n-nodes-base.aggregate - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Turbo Docx Tool
@turbodocx/n8n-nodes-turbodocx.turboDocxTool - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Limit
n8n-nodes-base.limit - Slack
n8n-nodes-base.slack
From the author
Quick overview This workflow listens for Slack @mentions, uses OpenAI to map the request to TurboQuote (TurboDocx) catalog products, creates a priced draft quote for an existing customer, and posts a review link back to the originating Slack channel. How it…