Templates / Level subcontractor bids and manage awards with Gmail, OpenAI, and Data Tables

Level subcontractor bids and manage awards with Gmail, OpenAI, and Data Tables

Ready for 3.0

by Jeffy Thomas ✓ · 3 views · created 2026-09-15 · CRM, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What 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).

  1. Create Bid Packages Table (Data table): create (table)
  2. Quote Intake Settings (Edit Fields (Set)): sets 5 fields: company_name, estimating_contact, review_inbox…
  3. Sweep Settings (Edit Fields (Set)): sets 3 fields: company_name, estimating_contact, chase_days_before_due
  4. Create Bid Quotes Table (Data table): create (table)
  5. Loop Over Quote Emails (Loop Over Items (Split in Batches)): loops over the items in batches
  6. Load Open Bid Packages (Data table): get
  7. Add Sample Bid Package (Data table): uses Data table
  8. Extract Quote PDF Text (Extract from File): extracts data from a file (pdf)
  9. Close Bidding on Past-Due Packages (Data table): update
  10. 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

GmailOpenAI Chat ModelData table

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)

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…

Excerpt from Jeffy Thomas's description on n8n.io.

View the original on n8n.io → Check your own copy

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