Automate Your RFP Process with OpenAI Assistants

by Jimleuk ✓ · 11,467 views · created 2024-07-09 · Document Extraction, AI RAG

What this workflow does

This AI workflow has 13 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Google Docs, OpenAI Chat Model, Slack and Gmail and 1 more.

How it runs

Trigger: When an HTTP POST request hits its webhook URL.

1. Get RFP Data (Extract from File): extracts data from a file (pdf)
2. Set Variables (Edit Fields (Set)): sets or maps fields
3. Create new RFP Response Document (Google Docs): uses Google Docs
4. Add Metadata to Response Doc (Google Docs): update
5. Extract Questions From RFP (Basic LLM Chain): sends a prompt to an LLM, with model: OpenAI Chat Model; output parser: Item List Output Parser
6. For Each Question... (Loop Over Items (Split in Batches)): loops over the items in batches
7. Send Email Notification (Gmail): uses Gmail
8. Answer Question with Context (OpenAI): work with assistant
9. Send Chat Notification (Slack): uses Slack
10. Record Question & Answer in Response Doc (Google Docs): update

Services it uses

Google DocsOpenAI Chat ModelSlackGmailOpenAI

Before you upgrade to n8n 3.0

Nodes used (11)

• Extract from Filen8n-nodes-base.extractFromFile
• Item List Output Parser@n8n/n8n-nodes-langchain.outputParserItemList
• Loop Over Items (Split in Batches)n8n-nodes-base.splitInBatches
• Edit Fields (Set)n8n-nodes-base.set
• Google Docsn8n-nodes-base.googleDocs
• OpenAI Chat Model@n8n/n8n-nodes-langchain.lmChatOpenAi
• Slackn8n-nodes-base.slack
• Gmailn8n-nodes-base.gmail
• OpenAI@n8n/n8n-nodes-langchain.openAi
• Webhookn8n-nodes-base.webhook
• Basic LLM Chain@n8n/n8n-nodes-langchain.chainLlm

From the author

This n8n workflow demonstrates how to automate oftern time-consuming form filling tasks in the early stages of the tendering process; the Request for Proposal document or "RFP". It does this by utilising a company's knowledgebase to generating…

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