Level subcontractor bids and manage awards with Gmail, OpenAI, and Data Tables
Ready for 3.0What this workflow does
This AI workflow has 46 nodes and runs manually, when you click “Execute workflow” (plus 2 other triggers). Along the way it connects Gmail, OpenAI Chat Model and Data table.
How it runs
Trigger: Manually, when you click “Execute workflow” (plus 2 other triggers).
- Create Bid Packages Table (Data table): create (table)
- Quote Intake Settings (Edit Fields (Set)): sets 5 fields: company_name, estimating_contact, review_inbox…
- Sweep Settings (Edit Fields (Set)): sets 3 fields: company_name, estimating_contact, chase_days_before_due
- Create Bid Quotes Table (Data table): create (table)
- Loop Over Quote Emails (Loop Over Items (Split in Batches)): loops over the items in batches
- Load Open Bid Packages (Data table): get
- Add Sample Bid Package (Data table): uses Data table
- Extract Quote PDF Text (Extract from File): extracts data from a file (pdf)
- Close Bidding on Past-Due Packages (Data table): update
- Is Quote Readable? (If): checks a condition and branches into true / false
…plus 29 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (16)
- Manual Trigger
n8n-nodes-base.manualTrigger - Data table
n8n-nodes-base.dataTable - Gmail Trigger
n8n-nodes-base.gmailTrigger - Edit Fields (Set)
n8n-nodes-base.set - Extract from File
n8n-nodes-base.extractFromFile - If
n8n-nodes-base.if - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Data Table Tool
n8n-nodes-base.dataTableTool - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Code
n8n-nodes-base.code - Gmail
n8n-nodes-base.gmail - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Switch
n8n-nodes-base.switch - Split Out
n8n-nodes-base.splitOut
From the author
Quick overview This workflow monitors Gmail for subcontractor bid quote emails, uses OpenAI to match and extract pricing and scope coverage, stores leveled results in n8n Data Tables, and runs a daily sweep to chase missing bids, rank quotes, and send…