Templates / Collaborative sales planning with multi-agent AI, Google Docs, and Slack

Collaborative sales planning with multi-agent AI, Google Docs, and Slack

Ready for 3.0

by Trung Tran ✓ · 1,405 views · created 2025-08-17 · Document Extraction, Multimodal AI

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 14 nodes and runs manually, when you click “Execute workflow”. Along the way it connects OpenAI Chat Model, Slack and Google Drive. It also calls googleapis.com over HTTP.

How it runs

Trigger: Manually, when you click “Execute workflow”.

  1. Edit Fields (Edit Fields (Set)): sets 6 fields: Company, Product, Sale window…
  2. CEO Agent (AI Agent): runs an AI agent, with model: OpenAI Chat Model; 3 tools (Finance Agent, Marketing Agent, Operations Agent)
  3. Configure metadata (Edit Fields (Set)): sets 2 fields: Drive Folder ID, Document Content
  4. Create document file (HTTP Request): calls googleapis.com (POST)
  5. Convert to PDF (Google Drive): download
  6. Upload a file (Slack): work with file

Services it uses

OpenAI Chat ModelSlackGoogle Drive

HTTP calls to: googleapis.com

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 (8)

From the author

Multi-Agent Architecture Free Bootstrap Template for Beginners Free template to learn and reuse a multi-agent architecture in n8n. The company metaphor: a CEO (orchestrator) delegates to Marketing, Operations, Finance to produce a short sales-season plan,…

Excerpt from Trung Tran's description on n8n.io.

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

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