Send solar ROI proposals from electricity bills with WhatsApp, OpenAI and Google Drive
Ready for 3.0Ready 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 32 nodes and runs on WhatsApp events (messages) (plus 2 other triggers). Along the way it connects WhatsApp Business Cloud, OpenAI, Google Drive and Google Sheets. It also calls api.openai.com and gotenberg:3000 over HTTP.
How it runs
Trigger: On WhatsApp events (messages) (plus 2 other triggers).
- Parse WhatsApp Message (Code): runs custom JavaScript code
- Normalize Form Lead (Code): runs custom JavaScript code
- Parse Booking Details (Code): runs custom JavaScript code
- Has Bill Photo? (If): checks a condition and branches into true / false
- Prepare Lead & OCR Request (Code): runs custom JavaScript code
- Look Up Lead in CRM (Google Sheets): uses Google Sheets
- Get WhatsApp Media URL (WhatsApp Business Cloud): media url get
- Ask Lead for Bill Photo (WhatsApp Business Cloud): send
- AI Read Electricity Bill (OCR) (HTTP Request): calls api.openai.com (POST)
- Route by Booking Status (Switch): routes items into 2 branches
…plus 19 more steps. See the full node list below.
Services it uses
HTTP calls to: api.openai.com, gotenberg:3000
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 (12)
- WhatsApp Trigger
n8n-nodes-base.whatsAppTrigger - n8n Form Trigger
n8n-nodes-base.formTrigger - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - WhatsApp Business Cloud
n8n-nodes-base.whatsApp - HTTP Request
n8n-nodes-base.httpRequest - OpenAI
@n8n/n8n-nodes-langchain.openAi - Convert to File
n8n-nodes-base.convertToFile - Google Drive
n8n-nodes-base.googleDrive - Google Sheets
n8n-nodes-base.googleSheets - Webhook
n8n-nodes-base.webhook - Switch
n8n-nodes-base.switch
From the author
Quick overview This workflow captures rooftop solar leads from WhatsApp or an n8n web form, uses OpenAI to OCR electricity bills, calculates system sizing, PM Surya Ghar subsidy, and ROI, renders a branded PDF via Gotenberg, and delivers the proposal on…