Auto-generated Offering for Service Based Business

The workflow JSON

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{
  "name": "Auto-generated offering for service based business",
  "nodes": [
    {
      "parameters": {
        "assignments": {
          "assignments": [
            {
              "id": "df8eadc8-486e-4384-8b21-22d7dd2659e5",
              "name": "name",
              "value": "={{ $json.kundenname }}",
              "type": "string"
            },
            {
              "id": "01322fd4-1629-4664-9afe-dfcc3497faee",
              "name": "email",
              "value": "={{ $json.email }}",
              "type": "string"
            },
            {
              "id": "13120ee8-f2a2-4b8d-8889-045163d8a76c",
              "name": "Telefonnummer",
              "value": "={{ $json.telefonnummer }}",
              "type": "string"
            },
            {
              "id": "4467d8be-dc4c-48b4-8f0c-940ed04842d3",
              "name": "qm",
              "value": "={{ $json.quadratmeter }}",
              "type": "string"
            },
            {
              "id": "f3f8e3b7-de4a-484f-a9b6-2ed61c9ca004",
              "name": "Service",
              "value": "={{ $json.reinigungsservice }}",
              "type": "string"
            },
            {
              "id": "21701790-73d0-4afa-8ae6-33a87142de4a",
              "name": "ausstellungsDatum",
              "value": "={{ $now.toISO() }}",
              "type": "string"
            },
            {
              "id": "74211ec1-b936-4a7d-99a9-496e8db75dd0",
              "name": "gueltigBis",
              "value": "={{ $now.plus(30, 'days').toISO() }}",
              "type": "string"
            },
            {
              "id": "80e28595-dfbf-484b-a5f1-3d4a7dd34a72",
              "name": "angebotNummer",
              "value": "ANG-001",
              "type": "string"
            },
            {
              "id": "2f8ff24e-b634-4b5a-b59d-bf3c1ab86f18",
              "name": "preisProQm",
              "value": "50",
              "type": "string"
            },
            {
              "id": "dc946d61-d8ab-4d5e-8259-7ba066e988da",
              "name": "Geb\u00e4udetyp",
              "value": "={{ $json.gebaudetyp }}",
              "type": "string"
            },
            {
              "id": "5d1d777a-7e84-4228-a12d-e825c765170d",
              "name": "adresse",
              "value": "={{ $json.adresse }}",
              "type": "string"
            }
          ]
        },
        "options": {}
      },
      "type": "n8n-nodes-base.set",
      "typeVersion": 3.4,
      "position": [
        2080,
        688
      ],
      "id": "a69127c6-5861-4a60-8a0f-a2b65e54712b",
      "name": "Set Quote Variables (EFH/MFH)"
    },
    {
      "parameters": {
        "rules": {
          "values": [
            {
              "conditions": {
                "options": {
                  "caseSensitive": true,
                  "leftValue": "",
                  "typeValidation": "strict",
                  "version": 3
                },
                "conditions": [
                  {
                    "leftValue": "=ANGEBOT_DACHREINIGUNG_MFH",
                    "rightValue": "={{ $json.kategorie }}",
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    },
                    "id": "cc737de4-5b94-4951-80d3-120d1dae2f41"
                  }
                ],
                "combinator": "and"
              }
            },
            {
              "conditions": {
                "options": {
                  "caseSensitive": true,
                  "leftValue": "",
                  "typeValidation": "strict",
                  "version": 3
                },
                "conditions": [
                  {
                    "id": "a1bcf5cf-8ec9-4c5a-8b71-c7e03216fbec",
                    "leftValue": "EMAIL_GESCHAEFTSLEITUNG",
                    "rightValue": "={{ $json.kategorie }}",
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    }
                  }
                ],
                "combinator": "and"
              }
            },
            {
              "conditions": {
                "options": {
                  "caseSensitive": true,
                  "leftValue": "",
                  "typeValidation": "strict",
                  "version": 3
                },
                "conditions": [
                  {
                    "id": "19e21d42-84d6-4c70-bfd0-57129ac6665b",
                    "leftValue": "ANGEBOT_DACHREINIGUNG_EFH",
                    "rightValue": "={{ $json.kategorie }}",
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    }
                  }
                ],
                "combinator": "and"
              }
            },
            {
              "conditions": {
                "options": {
                  "caseSensitive": true,
                  "leftValue": "",
                  "typeValidation": "strict",
                  "version": 3
                },
                "conditions": [
                  {
                    "id": "5b7712cb-fc6a-407d-ad89-0835e5896183",
                    "leftValue": "NOTFALL_AKUTSCHADEN",
                    "rightValue": "={{ $json.kategorie }}",
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    }
                  }
                ],
                "combinator": "and"
              }
            },
            {
              "conditions": {
                "options": {
                  "caseSensitive": true,
                  "leftValue": "",
                  "typeValidation": "strict",
                  "version": 3
                },
                "conditions": [
                  {
                    "id": "7c92a163-73a8-44d9-abe6-666fe8de8c6d",
                    "leftValue": "TERMIN_VOR_ORT",
                    "rightValue": "={{ $json.kategorie }}",
                    "operator": {
                      "type": "string",
                      "operation": "equals",
                      "name": "filter.operator.equals"
                    }
                  }
                ],
                "combinator": "and"
              }
            },
            {
              "conditions": {
                "options": {
                  "caseSensitive": true,
                  "leftValue": "",
                  "typeValidation": "strict",
                  "version": 3
                },
                "conditions": [
                  {
                    "id": "6a5ac830-1477-4cc4-a6f6-cd31c2c4b916",
                    "leftValue": "SONSTIGES",
                    "rightValue": "={{ $json.kategorie }}",
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    }
                  }
                ],
                "combinator": "and"
              }
            }
          ]
        },
        "options": {}
      },
      "type": "n8n-nodes-base.switch",
      "typeVersion": 3.4,
      "position": [
        1408,
        1200
      ],
      "id": "56ded72e-026b-47ef-9e79-16208848f433",
      "name": "Route by Request Category"
    },
    {
      "parameters": {
        "chatId": "YOUR_TELEGRAM_CHAT_ID",
        "text": "=Neue Email an Gesch\u00e4ftsleitung von {{ $('Format Tally Data').item.json.kundenname }}: \nAnliegen: {{ $('Format Tally Data').item.json.sonderanliegen }}\nEmail: {{ $('Tally Trigger').item.json.question_E1zP1B.value }}\nTelefon: {{ $('Tally Trigger').item.json.question_rKylK2.value }}\nAdresse: {{ $('Tally Trigger').item.json.question_4kX2kA.value }}",
        "additionalFields": {}
      },
      "type": "n8n-nodes-base.telegram",
      "typeVersion": 1.2,
      "position": [
        2080,
        1056
      ],
      "id": "cd9c08f1-2ecc-4325-bd1e-2ddcb4d7c941",
      "name": "Telegram: Notify Management",
      "credentials": {
        "telegramApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "chatId": "YOUR_TELEGRAM_CHAT_ID",
        "text": "=Neuer Notfall/ Akutschaden von {{ $('Tally Trigger').item.json.question_1KPrDW.value }}: {{ $('Format Tally Data').item.json.schadensbeschreibung }}\nTelefon: {{ $('Tally Trigger').item.json.question_MOKAvX.value }}",
        "additionalFields": {}
      },
      "type": "n8n-nodes-base.telegram",
      "typeVersion": 1.2,
      "position": [
        2080,
        1248
      ],
      "id": "d7fc83eb-814a-46fc-9790-6361edc4dbad",
      "name": "Telegram: Emergency Alert",
      "credentials": {
        "telegramApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "chatId": "YOUR_TELEGRAM_CHAT_ID",
        "text": "=Neuer Vorort-Termin von {{ $('Format Tally Data').item.json.kundenname }}:\nMaterialwahl: {{ $('Format Tally Data').item.json.materialwahl }} \nBesichtigung: {{ $('Format Tally Data').item.json.vorortBesichtigung }}\nTelefon: {{ $('Tally Trigger').item.json.question_rKylK2.value }}\nEmail: {{ $('Tally Trigger').item.json.question_E1zP1B.value }}\nAdresse: {{ $('Tally Trigger').item.json.question_4kX2kA.value }}\n",
        "additionalFields": {}
      },
      "type": "n8n-nodes-base.telegram",
      "typeVersion": 1.2,
      "position": [
        2080,
        1440
      ],
      "id": "615191ee-862c-4381-8764-75825d7a002d",
      "name": "Telegram: On-Site Appointment Request",
      "credentials": {
        "telegramApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "chatId": "YOUR_TELEGRAM_CHAT_ID",
        "text": "=Neues Sonderanliegen von {{ $('Format Tally Data').item.json.kundenname }}: {{ $('Format Tally Data').item.json.sonderanliegen }}",
        "additionalFields": {}
      },
      "type": "n8n-nodes-base.telegram",
      "typeVersion": 1.2,
      "position": [
        2080,
        1632
      ],
      "id": "47b748ee-7032-44a1-ae0c-4a3e753ac236",
      "name": "Telegram: Special Request",
      "credentials": {
        "telegramApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "formId": "YOUR_TALLY_FORM_ID"
      },
      "type": "n8n-nodes-tallyforms.tallyTrigger",
      "typeVersion": 2,
      "position": [
        144,
        1120
      ],
      "id": "3d1c11a2-a3df-44a7-9739-9ccd84f5fd4d",
      "name": "Tally Trigger: New Form Submission",
      "credentials": {
        "tallyApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "modelId": {
          "__rl": true,
          "value": "gpt-4.1-mini",
          "mode": "list",
          "cachedResultName": "GPT-4.1-MINI"
        },
        "responses": {
          "values": [
            {
              "content": "=Du erh\u00e4ltst die Gespr\u00e4chsdaten eines Anrufs oder Formulardaten einer Tally-Anfrage bei [YOUR_BUSINESS_NAME].\n\nGeb\u00e4udetyp: {{ $json.gebaudetyp ?? \"\" }}\nReinigungsservice: {{ $json.reinigungsservice ?? \"\" }}\nKundenname: {{ $json.kundenname ?? \"\" }}\nEmail: {{ $json.email ?? \"\" }}\nTelefonnummer: {{ $json.telefonnummer ?? \"\" }}\nAdresse: {{ $json.adresse ?? \"\" }}\nQuadratmeter: {{ $json.quadratmeter ?? \"\" }}\nReparaturbeschreibung: {{ $json.reparaturbeschreibung ?? \"\" }}\nMaterialwahl: {{ $json.materialwahl ?? \"\" }}\nVor-Ort Besichtigung: {{ $json.vorortBesichtigung ?? \"\" }}\nSchadensbeschreibung: {{ $json.schadensbeschreibung ?? \"\" }}\nSonderanliegen: {{ $json.sonderanliegen ?? \"\" }}\nService: {{ $json.service ?? \"\" }}\n\nRegeln in dieser Priorit\u00e4tsreihenfolge:\n1. Ist \"Schadensbeschreibung\" ausgef\u00fcllt? \u2192 NOTFALL_AKUTSCHADEN\n2. Ist \"Sonderanliegen\" ausgef\u00fcllt? \u2192 EMAIL_GESCHAEFTSLEITUNG\n3. Ist \"Materialwahl\" oder \"Vor-Ort Besichtigung\" ausgef\u00fcllt? \u2192 TERMIN_VOR_ORT\n4. Ist \"Reinigungsservice\" ausgef\u00fcllt UND Geb\u00e4udetyp ist Einfamilienhaus? \u2192 ANGEBOT_DACHREINIGUNG_EFH\n5. Ist \"Reinigungsservice\" ausgef\u00fcllt UND Geb\u00e4udetyp ist Mehrfamilienhaus? \u2192 ANGEBOT_DACHREINIGUNG_MFH\n6. Nichts trifft zu \u2192 SONSTIGES\n\nAntworte NUR mit dem Kategorie-Schl\u00fcssel. Absolut kein weiterer Text, keine Backticks, keine Erkl\u00e4rung."
            }
          ]
        },
        "builtInTools": {},
        "options": {}
      },
      "type": "@n8n/n8n-nodes-langchain.openAi",
      "typeVersion": 2.1,
      "position": [
        688,
        1184
      ],
      "id": "776402e3-0115-46d5-9478-44e0f05a2720",
      "name": "Classify Request with GPT-4.1-mini",
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "assignments": {
          "assignments": [
            {
              "id": "1",
              "name": "gebaudetyp",
              "value": "={{ $json.question_G1vr1L.value }}",
              "type": "string"
            },
            {
              "id": "2",
              "name": "reinigungsservice",
              "value": "={{ $json.question_OP1APY.value }}",
              "type": "string"
            },
            {
              "id": "3",
              "name": "kundenname",
              "value": "={{ $json.question_PEjAEB.value }}",
              "type": "string"
            },
            {
              "id": "4",
              "name": "email",
              "value": "={{ $json.question_E1zP1B.value }}",
              "type": "string"
            },
            {
              "id": "5",
              "name": "telefonnummer",
              "value": "={{ $json.question_rKylK2.value }}",
              "type": "string"
            },
            {
              "id": "6",
              "name": "adresse",
              "value": "={{ $json.question_4kX2kA.value }}",
              "type": "string"
            },
            {
              "id": "7",
              "name": "quadratmeter",
              "value": "={{ $json.question_jMDBMJ.value }}",
              "type": "string"
            },
            {
              "id": "8",
              "name": "reparaturbeschreibung",
              "value": "={{ $json.question_2k84kD.value }}",
              "type": "string"
            },
            {
              "id": "9",
              "name": "materialwahl",
              "value": "={{ $json.question_xQxdQv.value }}",
              "type": "string"
            },
            {
              "id": "10",
              "name": "vorortBesichtigung",
              "value": "={{ $json.question_R4Kz4j.value }}",
              "type": "string"
            },
            {
              "id": "11",
              "name": "sonderanliegen",
              "value": "={{ $json.question_G1vr1k.value }}",
              "type": "string"
            },
            {
              "id": "12",
              "name": "schadensbeschreibung",
              "value": "={{ $json.question_PEjAEe.value }}",
              "type": "string"
            },
            {
              "id": "670cd7ef-195b-4ea8-8f5f-1a2c9fbe3fd9",
              "name": "service",
              "value": "={{ $json.question_oB6ABO.value }}",
              "type": "string"
            }
          ]
        },
        "options": {}
      },
      "id": "18793a4f-5dbc-46a6-8005-9a8688fe3875",
      "name": "Map Tally Fields to Schema",
      "type": "n8n-nodes-base.set",
      "typeVersion": 3.4,
      "position": [
        432,
        1120
      ]
    },
    {
      "parameters": {
        "rules": {
          "values": [
            {
              "conditions": {
                "options": {
                  "caseSensitive": true,
                  "leftValue": "",
                  "typeValidation": "strict",
                  "version": 3
                },
                "conditions": [
                  {
                    "leftValue": "={{ $json.Geb\u00e4udetyp }}",
                    "rightValue": "Einfamilienhaus",
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    },
                    "id": "49fc066b-bad8-456b-9f4c-1d20713c3945"
                  }
                ],
                "combinator": "and"
              }
            },
            {
              "conditions": {
                "options": {
                  "caseSensitive": true,
                  "leftValue": "",
                  "typeValidation": "strict",
                  "version": 3
                },
                "conditions": [
                  {
                    "id": "b172f3c0-7823-4572-9a25-1cf22b314264",
                    "leftValue": "={{ $json.Geb\u00e4udetyp }}",
                    "rightValue": "Mehrfamilienhaus",
                    "operator": {
                      "type": "string",
                      "operation": "equals",
                      "name": "filter.operator.equals"
                    }
                  }
                ],
                "combinator": "and"
              }
            }
          ]
        },
        "options": {}
      },
      "type": "n8n-nodes-base.switch",
      "typeVersion": 3.4,
      "position": [
        2304,
        688
      ],
      "id": "6aa361bb-9ba8-4284-b9f5-d479db0e0f16",
      "name": "Route by Building Type (EFH vs MFH)"
    },
    {
      "parameters": {
        "operation": "sendAndWait",
        "chatId": "YOUR_TELEGRAM_CHAT_ID",
        "message": "=\ud83d\udd14 Neue Angebotsanfrage\n\n\ud83d\udc64 Kunde:{{ $('Edit Fields').item.json.name }}\n\ud83d\udce7 Email: {{ $('Edit Fields').item.json.email }}\n\ud83d\udcde Telefon: {{ $('Edit Fields').item.json.Telefonnummer }}\n\ud83c\udfe2 Geb\u00e4udetyp: {{ $('Edit Fields').item.json['Geb\u00e4udetyp'] }}\n\ud83d\udcd0 Quadratmeter: {{ $('Edit Fields').item.json.qm }}m\u00b2\n\ud83d\udcb0 Preis pro m\u00b2: 50\u20ac\n\nAngebot versenden?",
        "options": {}
      },
      "id": "2d972a96-34b7-410f-8bb7-d098e144b4eb",
      "name": "Telegram: Approval Request EFH",
      "type": "n8n-nodes-base.telegram",
      "typeVersion": 1.2,
      "position": [
        2800,
        608
      ],
      "credentials": {
        "telegramApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "documentTemplateId": "=YOUR_PDFMONKEY_TEMPLATE_ID_EFH",
        "payload": "={{ { \"name\": $('Edit Fields').item.json.name, \"email\": $('Edit Fields').item.json.email, \"Telefonnummer\": $('Edit Fields').item.json.Telefonnummer, \"qm\": $('Edit Fields').item.json.qm, \"Service\": $('Edit Fields').item.json.Service, \"leistungsart\": $('Edit Fields').item.json.Service, \"ausstellungsDatum\": $now.toISO(), \"gueltigBis\": $now.plus(30, \"days\").toISO(), \"angebotNummer\": \"ANG-\" + $('Edit Fields').item.json.name.substring(0, 3).toUpperCase() + \"-001\", \"preisProQm\": 50 } }}"
      },
      "type": "n8n-nodes-pdfmonkey.pdfMonkey",
      "typeVersion": 1,
      "position": [
        2576,
        592
      ],
      "id": "10a4fd73-8c3c-4801-8248-f98b5ac442c4",
      "name": "Generate Quote PDF: Single-Family Home",
      "credentials": {
        "pdfMonkeyApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "sendTo": "={{ $('Edit Fields').item.json.email }}",
        "subject": "Angebot",
        "message": "=<p>Hallo {{ $('Edit Fields').item.json.name }},</p>\n\n<p>vielen Dank f\u00fcr Ihr Interesse! Anbei finden Sie Ihr pers\u00f6nliches Angebot.</p>\n\n<p>Wir haben es sorgf\u00e4ltig auf Ihre Anforderungen abgestimmt und freuen uns auf Ihre R\u00fcckmeldung.</p>\n\n<p>Hier k\u00f6nnen Sie Ihr <a href=\"{{ $('PDFMonkey').item.json.document_card.download_url }}\">Angebot</a> finden.</p>\n\n<p>Bei Fragen stehen wir Ihnen jederzeit gerne zur Verf\u00fcgung.</p>\n\n<p>Mit freundlichen Gr\u00fc\u00dfen,<br>\nElias</p>",
        "options": {}
      },
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2.2,
      "position": [
        3248,
        592
      ],
      "id": "71866b6f-bf50-4a4d-ae30-4aab36e1832c",
      "name": "Gmail: Send Approved Quote EFH",
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "conditions": {
          "options": {
            "caseSensitive": true,
            "leftValue": "",
            "typeValidation": "strict",
            "version": 3
          },
          "conditions": [
            {
              "leftValue": "={{ $('Send Approval Request').item.json.data.approved }}",
              "rightValue": true,
              "operator": {
                "type": "boolean",
                "operation": "equals"
              },
              "id": "be62f349-76c6-4ad6-b3a5-d39cf6849da2"
            }
          ],
          "combinator": "and"
        },
        "options": {}
      },
      "id": "99f14f2c-f580-4e30-9b5d-134ba69ec7a0",
      "name": "If Approval Approved EFH",
      "type": "n8n-nodes-base.if",
      "typeVersion": 2.3,
      "position": [
        3008,
        608
      ]
    },
    {
      "parameters": {
        "documentTemplateId": "YOUR_PDFMONKEY_TEMPLATE_ID_MFH",
        "payload": "={}"
      },
      "type": "n8n-nodes-pdfmonkey.pdfMonkey",
      "typeVersion": 1,
      "position": [
        2560,
        768
      ],
      "id": "557941d6-7c78-48f5-9904-7e6c03c9d071",
      "name": "Generate Quote PDF: Multi-Family Home",
      "credentials": {
        "pdfMonkeyApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "operation": "sendAndWait",
        "chatId": "YOUR_TELEGRAM_CHAT_ID",
        "message": "=\ud83d\udd14 Neue Angebotsanfrage\n\n\ud83d\udc64 Kunde: {{ $('Edit Fields').item.json.name }}\n\ud83d\udce7 Email: {{ $('Edit Fields').item.json.email }}\n\ud83d\udcde Telefon: {{ $('Edit Fields').item.json.Telefonnummer }}\n\ud83c\udfe2 Geb\u00e4udetyp: {{ $('Edit Fields').item.json['Geb\u00e4udetyp'] }}\n\ud83e\uddf9 Service: {{ $('Edit Fields').item.json.Service }}\nAngebot versenden?",
        "options": {}
      },
      "id": "5d8b6c9d-1ade-4c15-a801-f7fa57b194aa",
      "name": "Telegram: Approval Request MFH",
      "type": "n8n-nodes-base.telegram",
      "typeVersion": 1.2,
      "position": [
        2800,
        784
      ],
      "credentials": {
        "telegramApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "sendTo": "={{ $('Edit Fields').item.json.email }}",
        "subject": "Angebot",
        "message": "=<p>Hallo {{ $('Edit Fields').item.json.name }},</p>\n\n<p>vielen Dank f\u00fcr Ihr Interesse! Anbei finden Sie Ihr pers\u00f6nliches Angebot.</p>\n\n<p>Wir haben es sorgf\u00e4ltig auf Ihre Anforderungen abgestimmt und freuen uns auf Ihre R\u00fcckmeldung.</p>\n\n<p>Hier k\u00f6nnen Sie Ihr <a href=\"{{ $('PDFMonkey2').item.json.document_card.download_url }}\">Angebot</a> finden.</p>\n\n<p>Bei Fragen stehen wir Ihnen jederzeit gerne zur Verf\u00fcgung.</p>\n\n<p>Mit freundlichen Gr\u00fc\u00dfen,<br>\nElias</p>",
        "options": {}
      },
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2.2,
      "position": [
        3248,
        768
      ],
      "id": "78fc8023-a5c3-43f9-b2e9-8c705ad06b3a",
      "name": "Gmail: Send Approved Quote MFH",
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "conditions": {
          "options": {
            "caseSensitive": true,
            "leftValue": "",
            "typeValidation": "strict",
            "version": 3
          },
          "conditions": [
            {
              "leftValue": "={{ $('Send Approval Request1').item.json.data.approved }}",
              "rightValue": true,
              "operator": {
                "type": "boolean",
                "operation": "equals"
              },
              "id": "be62f349-76c6-4ad6-b3a5-d39cf6849da2"
            }
          ],
          "combinator": "and"
        },
        "options": {}
      },
      "id": "9dea242f-5133-448a-9715-7296e31e64f0",
      "name": "If Approval Approved MFH",
      "type": "n8n-nodes-base.if",
      "typeVersion": 2.3,
      "position": [
        3008,
        784
      ]
    },
    {
      "parameters": {
        "sendTo": " your-business-email@example.com",
        "subject": "=Sonderanfrage \u2013 R\u00fcckruf erforderlich \u2013 {{ $('Format Tally Data').item.json.kundenname }} ",
        "message": "=Neue Sonderfrage an Gesch\u00e4ftsleitung von {{ $('Format Tally Data').item.json.kundenname }}:  Anliegen: {{ $('Format Tally Data').item.json.sonderanliegen }} Email: {{ $('Tally Trigger').item.json.question_E1zP1B.value }} Telefon: {{ $('Tally Trigger').item.json.question_rKylK2.value }} Adresse: {{ $('Tally Trigger').item.json.question_4kX2kA.value }}",
        "options": {}
      },
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2.2,
      "position": [
        2288,
        1056
      ],
      "id": "20547759-6d13-4731-b191-6304bf1850df",
      "name": "Gmail: Forward to Management",
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "sendTo": " your-business-email@example.com",
        "subject": "=Neuer Vorort-Termin von {{ $('Format Tally Data').item.json.kundenname }}",
        "message": "=Neuer Vorort-Termin von {{ $('Format Tally Data').item.json.kundenname }}: Materialwahl: {{ $('Format Tally Data').item.json.materialwahl }}  Besichtigung: {{ $('Format Tally Data').item.json.vorortBesichtigung }} Telefon: {{ $('Tally Trigger').item.json.question_rKylK2.value }} Email: {{ $('Tally Trigger').item.json.question_E1zP1B.value }} Adresse: {{ $('Tally Trigger').item.json.question_4kX2kA.value }}",
        "options": {}
      },
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2.2,
      "position": [
        2288,
        1440
      ],
      "id": "251a0328-7427-4ef9-923c-3797479470d5",
      "name": "Gmail: On-Site Appointment Notification",
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "sendTo": "=your-business-email@example.com",
        "subject": "=Neuer Notfall/ Akutschaden von {{ $('Tally Trigger').item.json.question_1KPrDW.value }}",
        "message": "=Neuer Notfall/ Akutschaden von {{ $('Tally Trigger').item.json.question_1KPrDW.value }}: {{ $('Format Tally Data').item.json.schadensbeschreibung }} Telefon: {{ $('Tally Trigger').item.json.question_MOKAvX.value }}",
        "options": {}
      },
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2.2,
      "position": [
        2288,
        1248
      ],
      "id": "c15e1429-d89f-4fcc-a2f6-9b95ccea231f",
      "name": "Gmail: Emergency Notification",
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "sendTo": "your-business-email@example.com",
        "subject": "=Neues Sonderanliegen von {{ $('Format Tally Data').item.json.kundenname }}",
        "message": "=Neues Sonderanliegen von {{ $('Format Tally Data').item.json.kundenname }}: {{ $('Format Tally Data').item.json.sonderanliegen }}",
        "options": {}
      },
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2.2,
      "position": [
        2288,
        1632
      ],
      "id": "ad04f750-ebb7-4694-950f-66c6e9e0beb1",
      "name": "Gmail: Special Request Notification",
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "httpMethod": "POST",
        "path": "your-webhook-path-uuid",
        "options": {}
      },
      "type": "n8n-nodes-base.webhook",
      "typeVersion": 2.1,
      "position": [
        112,
        1504
      ],
      "id": "22d0ee24-9f4c-48a1-ba26-ed802826fe6a",
      "name": "Webhook: Alternative Intake"
    },
    {
      "parameters": {
        "mode": "raw",
        "jsonOutput": "={\n  \"kundenname\": \"={{ $json.body.call.call_analysis.custom_analysis_data.vorname }} {{ $json.body.call.call_analysis.custom_analysis_data.nachname }}\",\n  \"email\": \"={{ $json.body.call.call_analysis.custom_analysis_data.email }}\",\n  \"telefonnummer\": \"={{ $json.body.call.call_analysis.custom_analysis_data.telefon }}\",\n  \"adresse\": \"={{ $json.body.call.call_analysis.custom_analysis_data.adresse }}\",\n  \"gebaudetyp\": \"={{ $json.body.call.call_analysis.custom_analysis_data.gebaeudetyp }}\",\n  \"reinigungsservice\": \"={{ $json.body.call.call_analysis.custom_analysis_data.reinigungsservice }}\",\n  \"service\": \"\",\n  \"quadratmeter\": \"={{ $json.body.call.call_analysis.custom_analysis_data.quadratmeter }}\",\n  \"reparaturbeschreibung\": \"\",\n  \"materialwahl\": \"\",\n  \"vorortBesichtigung\": \"\",\n  \"schadensbeschreibung\": \"\"\n}",
        "options": {}
      },
      "type": "n8n-nodes-base.set",
      "typeVersion": 3.4,
      "position": [
        480,
        1344
      ],
      "id": "91579be6-ae64-47f8-8532-6f4ca3acdd50",
      "name": "Map Webhook Fields"
    },
    {
      "parameters": {
        "conditions": {
          "options": {
            "caseSensitive": true,
            "leftValue": "",
            "typeValidation": "strict",
            "version": 3
          },
          "conditions": [
            {
              "id": "85c20fc4-9e8b-4c4b-82c2-55cbb7cbbcca",
              "leftValue": "={{ $json.body.event }}",
              "rightValue": "call_analyzed",
              "operator": {
                "type": "string",
                "operation": "equals",
                "name": "filter.operator.equals"
              }
            }
          ],
          "combinator": "or"
        },
        "looseTypeValidation": "={{ false }}",
        "options": {}
      },
      "type": "n8n-nodes-base.if",
      "typeVersion": 2.3,
      "position": [
        336,
        1504
      ],
      "id": "40008728-8da3-4a8b-9fa1-3755afc32f5a",
      "name": "Check Webhook Payload Valid"
    },
    {
      "parameters": {
        "mode": "runOnceForEachItem",
        "jsCode": "const openAiOutput = ($input.item.json.output?.[0]?.content?.[0]?.text ?? $input.item.json.text ?? \"\").trim();\n\n// Hole Kundendaten aus dem richtigen vorherigen Node\nlet customerData = {};\n\ntry {\n  customerData = $('Format Tally Data').item.json;\n} catch(e) {\n  try {\n    customerData = $('Edit Fields1').item.json;\n  } catch(e2) {\n    customerData = {};\n  }\n}\n\nreturn {\n  kategorie: openAiOutput,\n  kundenname: (customerData.kundenname ?? \"\").replace(/^=/, \"\"),\n  email: (customerData.email ?? \"\").replace(/^=/, \"\"),\n  telefonnummer: (customerData.telefonnummer ?? \"\").replace(/^=/, \"\"),\n  adresse: (customerData.adresse ?? \"\").replace(/^=/, \"\"),\n  gebaudetyp: (customerData.gebaudetyp ?? \"\").replace(/^=/, \"\"),\n  reinigungsservice: (customerData.reinigungsservice ?? \"\").replace(/^=/, \"\"),\n  quadratmeter: (customerData.quadratmeter ?? \"\").replace(/^=/, \"\"),\n  service: (customerData.service ?? \"\").replace(/^=/, \"\")\n};"
      },
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        992,
        1184
      ],
      "id": "9a6500ca-17f5-4ef3-aa11-ae9c0fe6a19a",
      "name": "Parse Category from AI Response"
    },
    {
      "parameters": {
        "content": "# \ud83c\udfe0  Automated Quote Generation via PDF for Service Businesses with AI Classification Engine, Telegram Approval Bot and Automated Gmail Delivery\n\n## Who's it for\nService businesses such as trade contractors (roofers, plumbers, electricians, cleaners, facility management) who want to send out customer quotes automatically as PDFs \u2014 either triggered by a **Tally form** embedded on their website or by a **Voice AI agent** webhook request. The business owner wants to delegate the operational work without giving up control, so every quote passes through an **approval instance via Telegram** before reaching the customer.\n\n## What it does\n1. **Intake** \u2014 Tally form OR direct webhook (e.g. AI Voice Agent summary)\n2. **AI classification** \u2014 GPT-4.1-mini categorizes the request into 6 buckets:\n   - `ANGEBOT_DACHREINIGUNG_EFH` \u2192 auto-generate PDF quote (single-family) + Telegram approval \u2192 email customer\n   - `ANGEBOT_DACHREINIGUNG_MFH` \u2192 auto-generate PDF quote (multi-family) + Telegram approval \u2192 email customer\n   - `EMAIL_GESCHAEFTSLEITUNG` \u2192 notify management\n   - `NOTFALL_AKUTSCHADEN` \u2192 emergency alert\n   - `TERMIN_VOR_ORT` \u2192 on-site appointment request\n   - `SONSTIGES` \u2192 special request fallback\n3. **Approval-gated quoting** \u2014 quotes are previewed via Telegram `sendAndWait` before any email goes to the customer\n4. **Direct notifications** \u2014 non-quote categories trigger Telegram + Gmail alerts to the team\n\n## How to set up\nEstimated **30-45 min**. See setup sticky on the bottom \u2192\n\n## Requirements\n- OpenAI (GPT-4.1-mini or any chat model)\n- Tally account with form\n- Telegram Bot (chat ID + token)\n- Gmail OAuth2\n- PDFMonkey account with 2 templates (EFH + MFH)\n\n## Customization\n- Change AI categories in the **Classify Request** node prompt\n- Swap GPT for any chat model\n- Replace Telegram with Slack `sendAndWait`\n- Skip approval gate for low-risk categories\n",
        "height": 892,
        "width": 900
      },
      "id": "fd27f69e-9e02-4e8d-8532-a1e04566a915",
      "name": "Sticky Note - Overview",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        -896,
        448
      ]
    },
    {
      "parameters": {
        "content": "## \u2699\ufe0f Setup Steps\n\n**1. Credentials** \u2014 connect:\n- OpenAI (any chat model node compatible)\n- Tally API\n- Telegram Bot (get token from @BotFather)\n- Gmail OAuth2\n- PDFMonkey API\n\n**2. Tally Form**\n- Replace `YOUR_TALLY_FORM_ID` in the Tally Trigger node\n- Map your form fields to: `gebaudetyp`, `reinigungsservice`, `kundenname`, `email`, `telefonnummer`, `adresse`, `quadratmeter`, `reparaturbeschreibung`, `materialwahl`, `vorortBesichtigung`, `schadensbeschreibung`, `sonderanliegen`, `service`\n\n**3. Telegram**\n- Replace ALL `YOUR_TELEGRAM_CHAT_ID` placeholders (6 telegram nodes)\n- Different chat IDs per category? Set per-node\n\n**4. Gmail**\n- Replace ALL `your-business-email@example.com` placeholders (4 Gmail nodes)\n\n**5. PDFMonkey**\n- Create 2 templates: one for single-family, one for multi-family quotes\n- Replace `YOUR_PDFMONKEY_TEMPLATE_ID_EFH` and `_MFH`\n\n**6. AI Prompt**\n- Open **Classify Request** node, adapt categories and field names to your business\n\n**7. Test**\n- Submit a test entry per category through Tally\n- Verify each branch fires correctly",
        "height": 652,
        "width": 620
      },
      "id": "eed86955-7cfd-4abb-99ac-34c4eda27224",
      "name": "Sticky Note - Setup",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        -880,
        1360
      ]
    },
    {
      "parameters": {
        "content": "## Intake\nTally form OR direct webhook \u2192 field mapping",
        "height": 664,
        "width": 568,
        "color": 7
      },
      "id": "8f6962e1-50f4-40d5-bf88-056ee14ab99e",
      "name": "Sticky Note - Intake",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        32,
        976
      ]
    },
    {
      "parameters": {
        "content": "## AI Classification\nGPT-4.1-mini assigns one of 6 categories, then JS parses it",
        "height": 344,
        "width": 664,
        "color": 7
      },
      "id": "73e1cab5-8a38-4c53-9f83-bbe836eb00be",
      "name": "Sticky Note - AI Classification",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        608,
        1040
      ]
    },
    {
      "parameters": {
        "content": "## Routing\nSwitch directs to the right branch",
        "height": 440,
        "width": 360,
        "color": 7
      },
      "id": "c7ff7dbc-bfdd-4113-a1cb-164454a4a637",
      "name": "Sticky Note - Routing",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        1296,
        1104
      ]
    },
    {
      "parameters": {
        "content": "## Quote Generation + Approval\nPDFMonkey \u2192 Telegram sendAndWait \u2192 If approved \u2192 Gmail to customer",
        "height": 472,
        "width": 1528,
        "color": 7
      },
      "id": "70877649-f6d8-4c94-a6b3-62e8a25563a5",
      "name": "Sticky Note - Quote Generation (EFH & MFH)",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        2016,
        480
      ]
    },
    {
      "parameters": {
        "content": "## Direct Notifications\nManagement / Emergency / On-Site / Special",
        "height": 856,
        "width": 568,
        "color": 7
      },
      "id": "dd4a1700-f726-4642-b320-c1994edb84cf",
      "name": "Sticky Note - Direct Notifications",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        2000,
        976
      ]
    }
  ],
  "connections": {
    "Set Quote Variables (EFH/MFH)": {
      "main": [
        [
          {
            "node": "Route by Building Type (EFH vs MFH)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Route by Request Category": {
      "main": [
        [
          {
            "node": "Set Quote Variables (EFH/MFH)",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Telegram: Notify Management",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Set Quote Variables (EFH/MFH)",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Telegram: Emergency Alert",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Telegram: On-Site Appointment Request",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Telegram: Special Request",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Tally Trigger: New Form Submission": {
      "main": [
        [
          {
            "node": "Map Tally Fields to Schema",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Classify Request with GPT-4.1-mini": {
      "main": [
        [
          {
            "node": "Parse Category from AI Response",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Map Tally Fields to Schema": {
      "main": [
        [
          {
            "node": "Classify Request with GPT-4.1-mini",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Route by Building Type (EFH vs MFH)": {
      "main": [
        [
          {
            "node": "Generate Quote PDF: Multi-Family Home",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Generate Quote PDF: Single-Family Home",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Telegram: Approval Request EFH": {
      "main": [
        [
          {
            "node": "If Approval Approved EFH",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Generate Quote PDF: Single-Family Home": {
      "main": [
        [
          {
            "node": "Telegram: Approval Request EFH",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "If Approval Approved EFH": {
      "main": [
        [
          {
            "node": "Gmail: Send Approved Quote EFH",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Generate Quote PDF: Multi-Family Home": {
      "main": [
        [
          {
            "node": "Telegram: Approval Request MFH",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Telegram: Approval Request MFH": {
      "main": [
        [
          {
            "node": "If Approval Approved MFH",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "If Approval Approved MFH": {
      "main": [
        [
          {
            "node": "Gmail: Send Approved Quote MFH",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Telegram: Notify Management": {
      "main": [
        [
          {
            "node": "Gmail: Forward to Management",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Telegram: On-Site Appointment Request": {
      "main": [
        [
          {
            "node": "Gmail: On-Site Appointment Notification",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Telegram: Emergency Alert": {
      "main": [
        [
          {
            "node": "Gmail: Emergency Notification",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Telegram: Special Request": {
      "main": [
        [
          {
            "node": "Gmail: Special Request Notification",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Webhook: Alternative Intake": {
      "main": [
        [
          {
            "node": "Check Webhook Payload Valid",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Map Webhook Fields": {
      "main": [
        [
          {
            "node": "Classify Request with GPT-4.1-mini",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Check Webhook Payload Valid": {
      "main": [
        [
          {
            "node": "Map Webhook Fields",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Parse Category from AI Response": {
      "main": [
        [
          {
            "node": "Route by Request Category",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "active": false,
  "settings": {
    "executionOrder": "v1",
    "binaryMode": "separate"
  },
  "versionId": "13014c38-b92c-459b-9f79-37002e6ade04",
  "id": "cX045Xn8vWdlrwFU",
  "tags": []
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

• gmailOAuth2
• openAiApi
• pdfMonkeyApi
• tallyApi
• telegramApi

About this workflow

Auto-generated offering for service based business. Uses telegram, n8n-nodes-tallyforms, openAi, n8n-nodes-pdfmonkey. Event-driven trigger; 33 nodes.

Source: https://github.com/Eliasjakob/n8n-workflows/blob/main/workflows/service-quote-generator/workflow.json — original creator credit. Request a take-down →

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