AutomationFlowsAI & RAG › Generate Client Quotes From Call Transcripts with Claude/gpt, Google Drive,…

Generate Client Quotes From Call Transcripts with Claude/gpt, Google Drive,…

Original n8n title: Generate Client Quotes From Call Transcripts with Claude/gpt, Google Drive, and Pandadoc

ByHugo Le Poole @monetizia on n8n.io

Who is this for? Agencies, consultants, and service providers who conduct discovery calls and need to quickly turn conversations into professional proposals.

Event trigger★★★★★ complexityAI-powered68 nodesTool ThinkTool CalculatorAgent ToolGoogle DriveGoogle Drive TriggerOpenRouter ChatGoogle CalendarPerplexity Tool
AI & RAG Trigger: Event Nodes: 68 Complexity: ★★★★★ AI nodes: yes Added:
Generate Client Quotes From Call Transcripts with Claude/gpt, Google Drive,… — n8n workflow card showing Tool Think, Tool Calculator, Agent Tool integration

This workflow corresponds to n8n.io template #12285 — we link there as the canonical source.

This workflow follows the Agent → Agenttool recipe pattern — see all workflows that pair these two integrations.

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

Download .json
{
  "id": "un7napkeeNqhsSTE",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "AI-Powered Quote Generator from Call Transcripts using Multi-Agent Architecture",
  "tags": [
    {
      "id": "VSLF4WIY42Mqu5lU",
      "name": "Thinking Agent",
      "createdAt": "2025-06-19T12:57:22.994Z",
      "updatedAt": "2025-06-19T12:57:22.994Z"
    },
    {
      "id": "YlbieUES4bxw9FbE",
      "name": "Leads",
      "createdAt": "2025-05-16T12:31:13.495Z",
      "updatedAt": "2025-05-16T12:31:13.495Z"
    },
    {
      "id": "egZAdMh3A9gDNYEr",
      "name": "Invoice",
      "createdAt": "2025-05-17T18:51:06.870Z",
      "updatedAt": "2025-05-17T18:51:06.870Z"
    }
  ],
  "nodes": [
    {
      "id": "c764a0b0-4ee2-44e5-a702-5d1e85a880c6",
      "name": "Think",
      "type": "@n8n/n8n-nodes-langchain.toolThink",
      "position": [
        2288,
        32
      ],
      "parameters": {},
      "typeVersion": 1.1
    },
    {
      "id": "721acc5e-12c7-4baa-af6c-82c64c9f63de",
      "name": "Calculator",
      "type": "@n8n/n8n-nodes-langchain.toolCalculator",
      "position": [
        2576,
        896
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "8639f845-89fa-4b80-b198-92d09ade75de",
      "name": "Pricing agent",
      "type": "@n8n/n8n-nodes-langchain.agentTool",
      "position": [
        2272,
        656
      ],
      "parameters": {
        "text": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Prompt__User_Message_', ``, 'string') }}",
        "options": {
          "systemMessage": "You are the Pricing Agent for an AI automation agency.\nYour role: produce a professional, consistent, competitive, and profitable pricing structure, designed to be directly injected into a PandaDoc pricing table.\n\n\ud83c\udfaf Main Objective\n\nBuild an optimal pricing offer, composed of 1 to 3 products maximum, guaranteeing a margin above 80% while remaining:\n- Credible\n- Aligned with the SOW (Scope of Work)\n- Comparable or superior to market standards\n\n\ud83e\udde0 Available Resources\n\nYou have access to:\n\n1. Internal services catalog\n   - Service titles\n   - Internal unit prices\n   - Standard descriptions\n   You can and MUST adapt each line to the client's case.\n\n2. Internal calculation tool\n   Use it to:\n   - Calculate margin\n   - Test different price combinations\n   - Adjust for the best value/profitability ratio\n\n3. Perplexity Tool\n   Mandatory if you are uncertain.\n   Use it to:\n   - Verify market prices\n   - Analyze competitor rates\n   - Understand the technologies involved\n   - Identify similar costs (SaaS, AI, automations)\n   \n   If you do not perform a search, the response is automatically considered invalid.\n\n4. Your update_pricing tool\n   Allows you to send the fields you have decided to integrate into the final quote.\n   You are not required to fill all fields, but minimum one product.\n   Deposit percentage is mandatory.\n\n\ud83e\uddfe Detailed Mission\n\n1. Analyze the SOW (content, complexity, number of automations, AI involved)\n2. Deduce real deliverables: audit, build, AI, dashboards, follow-ups, workflows, etc.\n3. Build 1 to 3 products maximum, each being an autonomous deliverable:\n   - Explicit title\n   - Professional description\n   - Price (excl. tax)\n   - Quantity (default 1)\n4. Justify each product based on the scope\n5. Calculate prices to guarantee >80% margin\n6. Always integrate external API costs in your calculation:\n   OpenAI / Claude / Grok: \u20ac10-50/month\n   \u2192 These costs are the client's responsibility but must be considered in pricing and value structure.\n\nBe transparent:\n- The client must understand what they are buying\n- Descriptions must be simple, concrete, and results-oriented\n- Never exceed 3 products\n\n\ud83d\udce6 MANDATORY Output Format (directly to your update_pricing tool)\n\n  \"product_1_name\": \"...\",\n  \"product_1_desc\": \"...\",\n  \"product_1_price\": 0,\n  \"product_1_qty\": 1,\n\n  \"product_2_name\": null,\n  \"product_2_desc\": null,\n  \"product_2_price\": null,\n  \"product_2_qty\": null,\n\n  \"product_3_name\": null,\n  \"product_3_desc\": null,\n  \"product_3_price\": null,\n  \"product_3_qty\": null,\n\n  \"acompte_percent\": 50\n\nRules:\n- If a product is not used \u2192 all its fields = null\n- price = number (excl. tax) without \u20ac\n- qty \u2265 1\n- acompte_percent \u2208 [20, 70]\n\n\ud83d\udeab Prohibitions\n- Do not generate API requests\n- Do not generate PandaDoc tokens\n- Never exceed 3 products\n- Never return invalid JSON\n- Never skip Perplexity search if a price is uncertain\n- Descriptions must not be too long (max 2 lines)\n\n\ud83c\udfc6 Expected Result\nA filled and well-priced pricing table according to the project with the commercial consistency of a premium AI agency."
        },
        "needsFallback": true,
        "toolDescription": "AI Agent that can create the pricing table of the quote."
      },
      "typeVersion": 2.2
    },
    {
      "id": "3aba2975-4a07-4a47-af06-c6fd15948b72",
      "name": "SOW Agent",
      "type": "@n8n/n8n-nodes-langchain.agentTool",
      "position": [
        1744,
        656
      ],
      "parameters": {
        "text": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Prompt__User_Message_', ``, 'string') }}",
        "options": {
          "systemMessage": "=You are an AI agent responsible for filling all tokens related to actions, solutions, problems, and sub-problems in a client quote for an AI automation agency, based on a summary that will be sent to you.\n\nYou fill only the following fields:\n\n      { \"name\": \"probleme.general\", \"value\": \"General problem text here.\" },\n      { \"name\": \"sous.probl\u00e8me.titre.1\", \"value\": \"Problem title 1\" },\n      { \"name\": \"sous.probl\u00e8me.desc.1\", \"value\": \"Problem description 1\" },\n      { \"name\": \"sous.probl\u00e8me.titre.2\", \"value\": \"Problem title 2\" },\n      { \"name\": \"sous.probl\u00e8me.desc.2\", \"value\": \"Problem description 2\" },\n      { \"name\": \"sous.probl\u00e8me.titre.3\", \"value\": \"Problem title 3\" },\n      { \"name\": \"sous.probl\u00e8me.desc.3\", \"value\": \"Problem description 3\" },\n      { \"name\": \"sous.probl\u00e8me.titre.4\", \"value\": \"Problem title 4\" },\n      { \"name\": \"sous.probl\u00e8me.desc.4\", \"value\": \"Problem description 4\" },\n      { \"name\": \"sous.probl\u00e8me.titre.5\", \"value\": \"Problem title 5\" },\n      { \"name\": \"sous.probl\u00e8me.desc.5\", \"value\": \"Problem description 5\" },\n      { \"name\": \"titre.solution.1\", \"value\": \"Solution title 1\" },\n      { \"name\": \"desc.solution.1\", \"value\": \"Solution description 1\" },\n      { \"name\": \"titre.solution.2\", \"value\": \"Solution title 2\" },\n      { \"name\": \"desc.solution.2\", \"value\": \"Solution description 2\" },\n      { \"name\": \"titre.solution.3\", \"value\": \"Solution title 3\" },\n      { \"name\": \"desc.solution.3\", \"value\": \"Solution description 3\" },\n      { \"name\": \"titre.solution.4\", \"value\": \"Solution title 4\" },\n      { \"name\": \"desc.solution.4\", \"value\": \"Solution description 4\" },\n      { \"name\": \"titre.solution.5\", \"value\": \"Solution title 5\" },\n      { \"name\": \"desc.solution.5\", \"value\": \"Solution description 5\" },\n      { \"name\": \"action.1\", \"value\": \"Action 1\" },\n      { \"name\": \"action.2\", \"value\": \"Action 2\" },\n      { \"name\": \"action.3\", \"value\": \"Action 3\" },\n      { \"name\": \"action.4\", \"value\": \"Action 4\" },\n      { \"name\": \"action.5\", \"value\": \"Action 5\" },\n      { \"name\": \"action.1.dur\u00e9e.jours\", \"value\": \"2\" },\n      { \"name\": \"action.2.dur\u00e9e.jours\", \"value\": \"3\" },\n      { \"name\": \"action.3.dur\u00e9e.jours\", \"value\": \"1\" },\n      { \"name\": \"action.4.dur\u00e9e.jours\", \"value\": \"4\" },\n      { \"name\": \"action.5.dur\u00e9e.jours\", \"value\": \"2\" }\n\nIf some information is unclear in the summary, you must rephrase or propose explicit placeholders. Stay professional, concise, but understandable for non-technical clients.\n\nCall your \"project_duration_calculation\" tool to calculate associated dates if needed, and use \"Fetch Document Details\" if you have doubts about the structure.\n\nCurrent date: {{ $now.format('yyyy-MM-dd') }}\n\nThe generated problem (1 sentence, 20-30 words max) and other fields should not be too long. Get to the point - concise, keywords recommended."
        },
        "needsFallback": true,
        "toolDescription": "AI Agent that can call other tools in order to create the additionnal textual fields of the quote. "
      },
      "typeVersion": 2.2
    },
    {
      "id": "9a64baf3-6843-4800-9a2c-1656d44ea486",
      "name": "Download file",
      "type": "n8n-nodes-base.googleDrive",
      "position": [
        1824,
        -208
      ],
      "parameters": {
        "fileId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $json.id }}"
        },
        "options": {},
        "operation": "download"
      },
      "credentials": {
        "googleDriveOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 3
    },
    {
      "id": "1137f49d-5d0c-4621-8d5e-ed210135c06d",
      "name": "Google Drive Trigger",
      "type": "n8n-nodes-base.googleDriveTrigger",
      "position": [
        1600,
        -208
      ],
      "parameters": {
        "event": "fileCreated",
        "options": {},
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        },
        "triggerOn": "specificFolder",
        "folderToWatch": {
          "__rl": true,
          "mode": "list",
          "value": "1PWSH1L6jRaGsYEr8DHnTnqpxn6dgbitb",
          "cachedResultUrl": "https://drive.google.com/drive/folders/1PWSH1L6jRaGsYEr8DHnTnqpxn6dgbitb",
          "cachedResultName": "Sous-Titres .VTT"
        }
      },
      "credentials": {
        "googleDriveOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "d15697d4-79ac-4b4e-8f96-9d07673e41ae",
      "name": "Binary to text",
      "type": "n8n-nodes-base.extractFromFile",
      "position": [
        2048,
        -208
      ],
      "parameters": {
        "options": {},
        "operation": "text"
      },
      "typeVersion": 1.1
    },
    {
      "id": "eb4d2261-4469-48c2-a0cc-79491d705516",
      "name": "Grok",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenRouter",
      "position": [
        2144,
        896
      ],
      "parameters": {
        "model": "x-ai/grok-4",
        "options": {}
      },
      "credentials": {
        "openRouterApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "3d7a1343-787f-489e-b0de-0e1154d3365c",
      "name": "Sticky Note6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1536,
        576
      ],
      "parameters": {
        "color": 7,
        "width": 1152,
        "height": 672,
        "content": "## 3. Specialized Sub-Agents\n"
      },
      "typeVersion": 1
    },
    {
      "id": "94cca045-5bd9-4ece-9d4e-00dd90711940",
      "name": "Get many events",
      "type": "n8n-nodes-base.googleCalendar",
      "position": [
        2496,
        -208
      ],
      "parameters": {
        "options": {},
        "timeMax": "={{ $now }}",
        "timeMin": "={{$now.minus({ days: 30 })}}",
        "calendar": {
          "__rl": true,
          "mode": "list",
          "value": "user@example.com",
          "cachedResultName": "user@example.com"
        },
        "operation": "getAll"
      },
      "credentials": {
        "googleCalendarOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1.3
    },
    {
      "id": "bb99b284-b5e1-4fa4-928e-48b6aa3867bd",
      "name": "Sticky Note7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1536,
        -32
      ],
      "parameters": {
        "color": 7,
        "width": 1152,
        "height": 592,
        "content": "## 2. Main AI Orchestrator\n"
      },
      "typeVersion": 1
    },
    {
      "id": "070a57c1-2f22-44d7-9c68-80315afdae3c",
      "name": "Sticky Note8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1536,
        -272
      ],
      "parameters": {
        "color": 7,
        "width": 1152,
        "height": 224,
        "content": "## 1. Transcript Cleaning & Meeting Extraction"
      },
      "typeVersion": 1
    },
    {
      "id": "7547e9ea-1f4b-48dd-b73f-bfdc3ea8cf39",
      "name": "Search Tools & pricing",
      "type": "n8n-nodes-base.perplexityTool",
      "position": [
        2448,
        1072
      ],
      "parameters": {
        "options": {},
        "messages": {
          "message": [
            {
              "content": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('message0_Text', ``, 'string') }}"
            }
          ]
        },
        "simplify": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Simplify_Output', ``, 'boolean') }}",
        "requestOptions": {}
      },
      "credentials": {
        "perplexityApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "4af6c96a-6414-424d-84bb-63c6d40f2247",
      "name": "Sonnet 4.5",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenRouter",
      "position": [
        2400,
        32
      ],
      "parameters": {
        "model": "anthropic/claude-sonnet-4.5",
        "options": {}
      },
      "credentials": {
        "openRouterApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "6c19dadb-d862-42eb-a934-e5450425d2ac",
      "name": "GPT4 Turbo",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenRouter",
      "position": [
        2512,
        32
      ],
      "parameters": {
        "model": "openai/gpt-4-turbo",
        "options": {}
      },
      "credentials": {
        "openRouterApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "f40a991d-f131-4a4f-8529-c1fe2b735cec",
      "name": "GPT 4 TURBO",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenRouter",
      "position": [
        1568,
        880
      ],
      "parameters": {
        "options": {}
      },
      "credentials": {
        "openRouterApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "3466ff89-e881-4784-b267-1b495d0d7440",
      "name": "Opus 4.5",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenRouter",
      "position": [
        1696,
        880
      ],
      "parameters": {
        "model": "anthropic/claude-opus-4.5",
        "options": {}
      },
      "credentials": {
        "openRouterApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "59603a18-4af6-41b5-a94e-c5104bd2803a",
      "name": "GPT4o TURBO",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenRouter",
      "position": [
        2272,
        896
      ],
      "parameters": {
        "model": "openai/gpt-4-turbo",
        "options": {}
      },
      "credentials": {
        "openRouterApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "67bd2c6e-4fa7-4ade-8cc6-0c8555f0bab9",
      "name": "Simple memory",
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "position": [
        2160,
        1104
      ],
      "parameters": {
        "sessionKey": "previousprices",
        "sessionIdType": "customKey"
      },
      "typeVersion": 1.3
    },
    {
      "id": "2c042cf2-4ff3-4e4f-989a-b11ec9c238a7",
      "name": "think",
      "type": "@n8n/n8n-nodes-langchain.toolThink",
      "position": [
        2272,
        1104
      ],
      "parameters": {},
      "typeVersion": 1.1
    },
    {
      "id": "1f723d3f-2528-4e85-af2e-a3d117a8f14d",
      "name": "Simple Memory",
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "position": [
        1568,
        1104
      ],
      "parameters": {
        "sessionKey": "SKU",
        "sessionIdType": "customKey"
      },
      "typeVersion": 1.3
    },
    {
      "id": "744ebcd2-b66e-49e9-b150-3bb3b5b0d877",
      "name": "THINK",
      "type": "@n8n/n8n-nodes-langchain.toolThink",
      "position": [
        1696,
        1104
      ],
      "parameters": {},
      "typeVersion": 1.1
    },
    {
      "id": "6bae44b3-ca0f-4c0f-9022-b4ea2488a7ce",
      "name": "Sticky Note11",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2704,
        368
      ],
      "parameters": {
        "color": 7,
        "width": 1632,
        "height": 880,
        "content": "## 4. PandaDoc Quote Creation, Polling & Editing\n\n\n\n"
      },
      "typeVersion": 1
    },
    {
      "id": "1b14ecb4-7fda-475a-ae5d-31697ae19353",
      "name": "tokens",
      "type": "@n8n/n8n-nodes-langchain.toolWorkflow",
      "position": [
        1984,
        896
      ],
      "parameters": {
        "workflowId": {
          "__rl": true,
          "mode": "id",
          "value": "un7napkeeNqhsSTE",
          "cachedResultUrl": "/workflow/un7napkeeNqhsSTE"
        },
        "description": "Call this tool send the fields you will modify in the quote. You must modify every field if possible, if not possible, input a X instead. You have to pass the ID of the quote.",
        "workflowInputs": {
          "value": {
            "route": "tokens",
            "action.1": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('action_1', ``, 'string') }}",
            "action.2": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('action_2', ``, 'string') }}",
            "action.3": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('action_3', ``, 'string') }}",
            "action.4": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('action_4', ``, 'string') }}",
            "action.5": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('action_5', ``, 'string') }}",
            "id doc cr\u00e9\u00e9": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('id_doc_cr__', ``, 'string') }}",
            "desc.solution.1": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('desc_solution_1', ``, 'string') }}",
            "desc.solution.2": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('desc_solution_2', ``, 'string') }}",
            "desc.solution.3": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('desc_solution_3', ``, 'string') }}",
            "desc.solution.4": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('desc_solution_4', ``, 'string') }}",
            "desc.solution.5": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('desc_solution_5', ``, 'string') }}",
            "probleme.general": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('probleme_general', ``, 'string') }}",
            "titre.solution.1": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('titre_solution_1', ``, 'string') }}",
            "titre.solution.2": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('titre_solution_2', ``, 'string') }}",
            "titre.solution.3": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('titre_solution_3', ``, 'string') }}",
            "titre.solution.4": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('titre_solution_4', ``, 'string') }}",
            "titre.solution.5": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('titre_solution_5', ``, 'string') }}",
            "action.1.dur\u00e9e.jours": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('action_1_dur_e_jours', ``, 'string') }}",
            "action.2.dur\u00e9e.jours": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('action_2_dur_e_jours', ``, 'string') }}",
            "action.3.dur\u00e9e.jours": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('action_3_dur_e_jours', ``, 'string') }}",
            "action.4.dur\u00e9e.jours": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('action_4_dur_e_jours', ``, 'string') }}",
            "action.5.dur\u00e9e.jours": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('action_5_dur_e_jours', ``, 'string') }}",
            "sous.probl\u00e8me.desc.1": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_desc_1', ``, 'string') }}",
            "sous.probl\u00e8me.desc.2": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_desc_2', ``, 'string') }}",
            "sous.probl\u00e8me.desc.3": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_desc_3', ``, 'string') }}",
            "sous.probl\u00e8me.desc.4": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_desc_4', ``, 'string') }}",
            "sous.probl\u00e8me.desc.5": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_desc_5', ``, 'string') }}",
            "sous.probl\u00e8me.titre.1": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_titre_1', ``, 'string') }}",
            "sous.probl\u00e8me.titre.2": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_titre_2', ``, 'string') }}",
            "sous.probl\u00e8me.titre.3": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_titre_3', ``, 'string') }}",
            "sous.probl\u00e8me.titre.4": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_titre_4', ``, 'string') }}",
            "sous.probl\u00e8me.titre.5": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_titre_5', ``, 'string') }}"
          },
          "schema": [
            {
              "id": "route",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "route",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "name (Proposition - proposition_title)",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "name (Proposition - proposition_title)",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Titre.proposition (Automatisation CRM + Dashboard)",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Titre.proposition (Automatisation CRM + Dashboard)",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "email client",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "email client",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "pr\u00e9nom client",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "pr\u00e9nom client",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "nom client",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "nom client",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Entreprise / statut client",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Entreprise / statut client",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "id doc cr\u00e9\u00e9",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "id doc cr\u00e9\u00e9",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "probleme.general",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "probleme.general",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.titre.1",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "sous.probl\u00e8me.titre.1",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.desc.1",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "sous.probl\u00e8me.desc.1",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.titre.2",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "sous.probl\u00e8me.titre.2",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.desc.2",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "sous.probl\u00e8me.desc.2",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.titre.3",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "sous.probl\u00e8me.titre.3",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.desc.3",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "sous.probl\u00e8me.desc.3",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.titre.4",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "sous.probl\u00e8me.titre.4",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.desc.4",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "sous.probl\u00e8me.desc.4",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.titre.5",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "sous.probl\u00e8me.titre.5",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.desc.5",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "sous.probl\u00e8me.desc.5",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "titre.solution.1",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "titre.solution.1",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "desc.solution.1",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "desc.solution.1",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "titre.solution.2",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "titre.solution.2",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "desc.solution.2",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "desc.solution.2",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "titre.solution.3",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "titre.solution.3",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "desc.solution.3",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "desc.solution.3",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "titre.solution.4",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "titre.solution.4",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "desc.solution.4",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "desc.solution.4",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "titre.solution.5",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "titre.solution.5",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "desc.solution.5",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "desc.solution.5",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "action.1",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "action.1",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "action.2",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "action.2",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "action.3",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "action.3",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "action.4",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "action.4",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "action.5",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "action.5",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "action.1.dur\u00e9e.jours",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "action.1.dur\u00e9e.jours",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "action.2.dur\u00e9e.jours",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "action.2.dur\u00e9e.jours",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "action.3.dur\u00e9e.jours",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "action.3.dur\u00e9e.jours",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "action.4.dur\u00e9e.jours",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "action.4.dur\u00e9e.jours",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "action.5.dur\u00e9e.jours",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "action.5.dur\u00e9e.jours",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "b3b4077c-9b0e-41db-93df-84021e4ea6a9",
      "name": "Called by Agent",
      "type": "n8n-nodes-base.executeWorkflowTrigger",
      "position": [
        2800,
        704
      ],
      "parameters": {
        "workflowInputs": {
          "values": [
            {
              "name": "route"
            },
            {
              "name": "name (Proposition - proposition_title)"
            },
            {
              "name": "Titre.proposition (Automatisation CRM + Dashboard)"
            },
            {
              "name": "email client"
            },
            {
              "name": "pr\u00e9nom client"
            },
            {
              "name": "nom client"
            },
            {
              "name": "Entreprise / statut client"
            },
            {
              "name": "id doc cr\u00e9\u00e9"
            },
            {
              "name": "probleme.general"
            },
            {
              "name": "sous.probl\u00e8me.titre.1"
            },
            {
              "name": "sous.probl\u00e8me.desc.1"
            },
            {
              "name": "sous.probl\u00e8me.titre.2"
            },
            {
              "name": "sous.probl\u00e8me.desc.2"
            },
            {
              "name": "sous.probl\u00e8me.titre.3"
            },
            {
              "name": "sous.probl\u00e8me.desc.3"
            },
            {
              "name": "sous.probl\u00e8me.titre.4"
            },
            {
              "name": "sous.probl\u00e8me.desc.4"
            },
            {
              "name": "sous.probl\u00e8me.titre.5"
            },
            {
              "name": "sous.probl\u00e8me.desc.5"
            },
            {
              "name": "titre.solution.1"
            },
            {
              "name": "desc.solution.1"
            },
            {
              "name": "titre.solution.2"
            },
            {
              "name": "desc.solution.2"
            },
            {
              "name": "titre.solution.3"
            },
            {
              "name": "desc.solution.3"
            },
            {
              "name": "titre.solution.4"
            },
            {
              "name": "desc.solution.4"
            },
            {
              "name": "titre.solution.5"
            },
            {
              "name": "desc.solution.5"
            },
            {
              "name": "action.1"
            },
            {
              "name": "action.2"
            },
            {
              "name": "action.3"
            },
            {
              "name": "action.4"
            },
            {
              "name": "action.5"
            },
            {
              "name": "action.1.dur\u00e9e.jours"
            },
            {
              "name": "action.2.dur\u00e9e.jours"
            },
            {
              "name": "action.3.dur\u00e9e.jours"
            },
            {
              "name": "action.4.dur\u00e9e.jours"
            },
            {
              "name": "action.5.dur\u00e9e.jours"
            },
            {
              "name": "acompte_percent"
            },
            {
              "name": "product_1_name"
            },
            {
              "name": "product_1_desc"
            },
            {
              "name": "product_1_price"
            },
            {
              "name": "product_1_qty"
            },
            {
              "name": "product_2_name"
            },
            {
              "name": "product_2_desc"
            },
            {
              "name": "product_2_price"
            },
            {
              "name": "product_2_qty"
            },
            {
              "name": "product_3_name"
            },
            {
              "name": "product_3_desc"
            },
            {
              "name": "product_3_price"
            },
            {
              "name": "product_3_qty"
            }
          ]
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "d1a5c09c-64be-4bff-a6ed-d426da110269",
      "name": "update_pricing",
      "type": "@n8n/n8n-nodes-langchain.toolWorkflow",
      "position": [
        2576,
        1072
      ],
      "parameters": {
        "workflowId": {
          "__rl": true,
          "mode": "id",
          "value": "un7napkeeNqhsSTE",
          "cachedResultUrl": "/workflow/un7napkeeNqhsSTE"
        },
        "description": "Call this tool to send the fields you were asked to create. You will get back either a sucess or a error message.",
        "workflowInputs": {
          "value": {
            "route": "pricing",
            "id doc cr\u00e9\u00e9": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('id_doc_cr__', ``, 'string') }}",
            "product_1_qty": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('product_1_qty', ``, 'string') }}",
            "product_2_qty": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('product_2_qty', ``, 'string') }}",
            "product_3_qty": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('product_3_qty', ``, 'string') }}",
            "product_1_name": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('product_1_name', ``, 'string') }}",
            "product_2_desc": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('product_2_desc', ``, 'string') }}",
            "product_2_name": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('product_2_name', ``, 'string') }}",
            "product_3_desc": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('product_3_desc', ``, 'string') }}",
            "product_3_name": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('product_3_name', ``, 'string') }}",
            " product_1_desc": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('_product_1_desc', ``, 'string') }}",
            "acompte_percent": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('acompte_percent', ``, 'string') }}",
            "product_1_price": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('product_1_price', ``, 'string') }}",
            "product_2_price": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('product_2_price', ``, 'string') }}",
            " product_3_price": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('_product_3_price', ``, 'string') }}"
          },
          "schema": [
            {
              "id": "route",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "route",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "name (Proposition - proposition_title)",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "name (Proposition - proposition_title)",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Titre.proposition (Automatisation CRM + Dashboard)",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Titre.proposition (Automatisation CRM + Dashboard)",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "email client",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "email client",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "pr\u00e9nom client",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "pr\u00e9nom client",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "nom client",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "nom client",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Entreprise / statut client",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Entreprise / statut client",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "id doc cr\u00e9\u00e9",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "id doc cr\u00e9\u00e9",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "probleme.general",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "probleme.general",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.titre.1",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "sous.probl\u00e8me.titre.1",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.desc.1",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "sous.probl\u00e8me.desc.1",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.titre.2",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "sous.probl\u00e8me.titre.2",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.desc.2",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "sous.probl\u00e8me.desc.2",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.titre.3",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "sous.probl\u00e8me.titre.3",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.desc.3",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "sous.probl\u00e8me.desc.3",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sous.probl\u00e8me.titre.4",
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        "url": "=https://api.pandadoc.com/public/v1/documents/{{ $('Get_review_URL').item.json.id }}/send",
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        "jsonBody": "{\n  \"silent\": true\n}",
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About this workflow

Who is this for? Agencies, consultants, and service providers who conduct discovery calls and need to quickly turn conversations into professional proposals.

Source: https://n8n.io/workflows/12285/ — original creator credit. Request a take-down →

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