Workflow n8n
Automatisation Google Docs avec n8n : création de réponses RFP
- Ce workflow n8n a pour objectif d'automatiser la création de documents de réponse aux demandes de propositions (RFP) en utilisant Google Docs et OpenAI. Dans un contexte où les entreprises doivent souvent répondre rapidement à des appels d'offres, ce processus permet de gagner un temps précieux tout en garantissant la qualité des réponses fournies. Par exemple, une équipe commerciale peut utiliser ce workflow pour extraire des questions d'un fichier RFP, générer des réponses contextuelles et les intégrer directement dans un document Google, le tout sans intervention manuelle.
- Le workflow débute par un déclencheur Webhook, permettant de recevoir les données RFP via une requête HTTP. Ensuite, le nœud 'Get RFP Data' extrait les informations nécessaires, tandis que 'Extract Questions From RFP' identifie les questions à traiter. Chaque question est ensuite traitée individuellement grâce au nœud 'For Each Question...', qui utilise le modèle OpenAI pour générer des réponses adaptées. Les réponses sont ensuite intégrées dans un document Google Docs via le nœud 'Create new RFP Response Document'.
- Les notifications sont également gérées dans ce workflow, avec des alertes envoyées via Slack et des emails pour tenir informées les équipes concernées. En intégrant ces étapes, ce workflow n8n permet non seulement de réduire le temps de réponse, mais aussi d'améliorer la cohérence et la qualité des documents produits, offrant ainsi une valeur ajoutée significative aux équipes commerciales.
Tags clés :automatisationGoogle DocsRFPOpenAIworkflow
Catégorie: Webhook · Tags: automatisation, Google Docs, RFP, OpenAI, workflow❤ 0
Workflow n8n Google Docs, RFP, OpenAI : vue d'ensemble
Schéma des nœuds et connexions de ce workflow n8n, généré à partir du JSON n8n.
Workflow n8n Google Docs, RFP, OpenAI : détail des nœuds
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"meta": {
"instanceId": "26ba763460b97c249b82942b23b6384876dfeb9327513332e743c5f6219c2b8e"
},
"nodes": [
{
"id": "51dbe3b4-42f6-43c9-85dc-42ae49be6ba9",
"name": "Get RFP Data",
"type": "n8n-nodes-base.extractFromFile",
"position": [
1003,
278
],
"parameters": {
"options": {},
"operation": "pdf"
},
"typeVersion": 1
},
{
"id": "c42e6bfc-a426-4d12-bf95-f3fe6e944631",
"name": "Item List Output Parser",
"type": "@n8n/n8n-nodes-langchain.outputParserItemList",
"position": [
2140,
540
],
"parameters": {
"options": {}
},
"typeVersion": 1
},
{
"id": "1703e9c3-f49e-4272-ad11-0b9d4e9a76c6",
"name": "For Each Question...",
"type": "n8n-nodes-base.splitInBatches",
"position": [
2460,
340
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "a54fa4ee-6f67-41a9-89fe-fd9f2bf094de",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
760,
60
],
"parameters": {
"color": 7,
"width": 532.597092515486,
"height": 508.1316876142587,
"content": "## 1. API to Trigger Workflow\n[Read more about using Webhooks](https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.webhook/)\n\nThis workflow requires the user to submit the RFP document via an API request. It's a common pattern to use the webhook node for this purpose. Be sure to secure this webhook endpoint in production!"
},
"typeVersion": 1
},
{
"id": "fdef005f-7838-4b8c-8af4-4b7c6f947ee2",
"name": "Set Variables",
"type": "n8n-nodes-base.set",
"position": [
1143,
278
],
"parameters": {
"mode": "raw",
"options": {},
"jsonOutput": "={\n \"doc_title\": \"{{ $('Wait for Request').item.json.body.title }}\",\n \"doc_filename\": \"{{ $('Wait for Request').item.json.body.id }} | {{ $('Wait for Request').item.json.body.title }} | {{ $now.format('yyyyMMddhhmmss') }}| RFP Response\",\n \"reply_to\": \"{{ $('Wait for Request').item.json.body.reply_to }}\"\n}\n"
},
"typeVersion": 3.3
},
{
"id": "a64f6274-62fc-42fb-b7c7-5aa85746c621",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
1320,
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],
"parameters": {
"color": 7,
"width": 493.289385759178,
"height": 418.29352785836636,
"content": "## 2. Create a new Doc to Capture Responses For RFP Questions\n[Read more about working with Google Docs](https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.googledocs/)\n\nFor each RFP we process, let's create its very own document to store the results. It will serve as a draft document for the RFP response."
},
"typeVersion": 1
},
{
"id": "2b3df6af-c1ab-44a1-8907-425944294477",
"name": "Create new RFP Response Document",
"type": "n8n-nodes-base.googleDocs",
"position": [
1420,
340
],
"parameters": {
"title": "={{ $json.doc_filename }}",
"folderId": "=1y0I8MH32maIWCJh767mRE_NMHC6A3bUu"
},
"credentials": {
"googleDocsOAuth2Api": {
"id": "V0G0vi1DRj7Cqbp9",
"name": "Google Docs account"
}
},
"typeVersion": 2
},
{
"id": "0bf30bef-2910-432b-b5eb-dee3fe39b797",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1840,
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],
"parameters": {
"color": 7,
"width": 500.1029039641811,
"height": 599.9895116376663,
"content": "## 3. Identifying Questions using AI\n[Read more about Question & Answer Chain](https://docs.n8n.io/integrations/builtin/cluster-nodes/root-nodes/n8n-nodes-langchain.chainretrievalqa/)\n\nUsing the power of LLMs, we're able to extract the RFP questionnaire regardless of original formatting or layout. This allows AutoRFP to handle a wide range of RFPs without requiring explicit extraction rules for edge cases.\n\nAdditionally, We'll use the Input List Output Parser to return a list of questions for further processing."
},
"typeVersion": 1
},
{
"id": "1c064047-1f6a-47c8-bb49-85b4d6f8e854",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
2380,
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],
"parameters": {
"color": 7,
"width": 746.3888903304862,
"height": 600.3660610069576,
"content": "## 4. Generating Question & Answer Pairs with AI\n[Read more about using OpenAI Assistants in n8n](https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-langchain.openai/)\n\nBy preparing an OpenAI Assistant with marketing material and sales documents about our company and business, we are able to use AI to answer RFP questions with the accurate and relevant context. Potentially allowing sales teams to increase the number of RFPs they can reply to.\n\nThis portion of the workflow loops through and answers each question individually for better answers. We can record the Question and Answer pairings to the RFP response document we created earlier."
},
"typeVersion": 1
},
{
"id": "e663ba01-e9a6-4247-9d97-8f796d29d72a",
"name": "OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
1960,
540
],
"parameters": {
"options": {}
},
"credentials": {
"openAiApi": {
"id": "8gccIjcuf3gvaoEr",
"name": "OpenAi account"
}
},
"typeVersion": 1
},
{
"id": "ec0b439e-9fd8-4960-b8bb-04f4f7814a0a",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
300,
60
],
"parameters": {
"width": 421.778219154496,
"height": 515.8006969458895,
"content": "## Try It Out!\n\n**This workflow does the following:**\n* Receives a RFP document via webhook\n* Creates a new RFP response document via Google Docs\n* Uses LLMs to extract the questions from the RFP document into a questions list\n* Loops through each question and uses an OpenAI Assistant to generate an answer. Saving each answer into the response document.\n* Once complete, sends a gmail and slack notification to the team.\n\n\n📃**Example Documents**\nTo run this workflow, you'll need to following 2 documents:\n* [RFP Document](https://drive.google.com/file/d/1G42h4Vz2lBuiNCnOiXF_-EBP1MaIEVq5/view?usp=sharing)\n* [Example Company Document](https://drive.google.com/file/d/16WywCYcxBgYHXB3TY3wXUTyfyG2n_BA0/view?usp=sharing)\n\n### Need Help?\nJoin the [Discord](https://discord.com/invite/XPKeKXeB7d) or ask in the [Forum](https://community.n8n.io/)!\n\nHappy Hacking!"
},
"typeVersion": 1
},
{
"id": "244ff32d-9bc4-4a67-a6c2-4a7dc308058e",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
3160,
80
],
"parameters": {
"color": 7,
"width": 474.3513281516049,
"height": 390.51033452105344,
"content": "## 5. Send Notification Once Completed\n[Read more about using Slack](https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.slack)\n\n\nFinally, we can use a number of ways to notify the sales team when the process is complete. Here, we've opted to send the requesting user an email with a link to the RFP response document."
},
"typeVersion": 1
},
{
"id": "94243b69-43b8-4731-9a6b-2934db832cc6",
"name": "Send Chat Notification",
"type": "n8n-nodes-base.slack",
"position": [
3440,
280
],
"parameters": {
"text": "=RFP document \"{{ $('Set Variables').item.json.title }}\" completed!",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "name",
"value": "RFP-channel"
},
"otherOptions": {}
},
"credentials": {
"slackApi": {
"id": "VfK3js0YdqBdQLGP",
"name": "Slack account"
}
},
"typeVersion": 2.1
},
{
"id": "391d7e07-2a6d-4c4d-bf42-9cc5466cc1b5",
"name": "Send Email Notification",
"type": "n8n-nodes-base.gmail",
"position": [
3240,
280
],
"parameters": {
"sendTo": "={{ $('Set Variables').item.json.reply_to }}",
"message": "=Your RFP document \"{{ $('Set Variables').item.json.title }}\" is now complete!",
"options": {},
"subject": "=RFP Questionnaire \"{{ $('Set Variables').item.json.title }}\" Completed!",
"emailType": "text"
},
"credentials": {
"gmailOAuth2": {
"id": "Sf5Gfl9NiFTNXFWb",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "34115f45-21ff-49a0-95f4-1fed53b53583",
"name": "Add Metadata to Response Doc",
"type": "n8n-nodes-base.googleDocs",
"position": [
1600,
340
],
"parameters": {
"actionsUi": {
"actionFields": [
{
"text": "=Title: {{ $('Set Variables').item.json.doc_title }}\nDate generated: {{ $now.format(\"yyyy-MM-dd @ hh:mm\") }}\nRequested by: {{ $('Set Variables').item.json.reply_to }}\nExecution Id: http://localhost:5678/workflow/{{ $workflow.id }}/executions/{{ $execution.id }}\n\n---\n\n",
"action": "insert"
}
]
},
"operation": "update",
"documentURL": "={{ $json.id }}"
},
"credentials": {
"googleDocsOAuth2Api": {
"id": "V0G0vi1DRj7Cqbp9",
"name": "Google Docs account"
}
},
"typeVersion": 2
},
{
"id": "f285d896-ba15-4f8a-b041-7cbcbe2e1050",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
783,
238
],
"parameters": {
"width": 192.30781285767205,
"height": 306.5264325350084,
"content": "\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n🚨**Required**\n* Use a tool such as Postman to send data to the webhook."
},
"typeVersion": 1
},
{
"id": "b6e4e40e-b10b-48f2-bfe2-1ad38b1c6518",
"name": "Record Question & Answer in Response Doc",
"type": "n8n-nodes-base.googleDocs",
"position": [
2940,
460
],
"parameters": {
"actionsUi": {
"actionFields": [
{
"text": "={{ $runIndex+1 }}. {{ $json.content }}\n{{ $json.output }}\n\n",
"action": "insert"
}
]
},
"operation": "update",
"documentURL": "={{ $('Create new RFP Response Document').item.json.id }}"
},
"credentials": {
"googleDocsOAuth2Api": {
"id": "V0G0vi1DRj7Cqbp9",
"name": "Google Docs account"
}
},
"typeVersion": 2
},
{
"id": "ae8cc28f-4fd3-41d7-8a30-2675f58d1067",
"name": "Sticky Note7",
"type": "n8n-nodes-base.stickyNote",
"position": [
2600,
440
],
"parameters": {
"width": 306.8994213707367,
"height": 481.01365258903786,
"content": "\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n🚨**Required**\nYou'll need to create an OpenAI Assistant to use this workflow.\n* Sign up for [OpenAI Dashboard](https://platform.openai.com) if you haven't already.\n* Create an [OpenAI Assistant](https://platform.openai.com/playground/assistants)\n* Upload the [example company doc](https://drive.google.com/file/d/16WywCYcxBgYHXB3TY3wXUTyfyG2n_BA0/view?usp=sharing) to the assistant.\n\nThe assistant will use the company doc to answer the questions."
},
"typeVersion": 1
},
{
"id": "81825554-5cbe-469b-8511-a92d5ea165cb",
"name": "Sticky Note8",
"type": "n8n-nodes-base.stickyNote",
"position": [
3200,
460
],
"parameters": {
"width": 386.79263167741857,
"height": 94.04968721739164,
"content": "🚨**Required**\n* Update the email address to send to in Gmail Node.\n* Update the channel and message for Slack."
},
"typeVersion": 1
},
{
"id": "25a57ca0-6789-499c-873b-07aba40530ed",
"name": "Answer Question with Context",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
2620,
460
],
"parameters": {
"text": "={{ $json.response.text }}",
"prompt": "define",
"options": {},
"resource": "assistant",
"assistantId": {
"__rl": true,
"mode": "list",
"value": "asst_QBI5lLKOsjktr3DRB4MwrgZd",
"cachedResultName": "Nexus Digital Solutions Bot"
}
},
"credentials": {
"openAiApi": {
"id": "8gccIjcuf3gvaoEr",
"name": "OpenAi account"
}
},
"typeVersion": 1.3
},
{
"id": "1b4cc83b-a793-47c1-9dd6-0d7484db07b4",
"name": "Wait for Request",
"type": "n8n-nodes-base.webhook",
"position": [
823,
278
],
"webhookId": "35e874df-2904-494e-a9f5-5a3f20f517f8",
"parameters": {
"path": "35e874df-2904-494e-a9f5-5a3f20f517f8",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2
},
{
"id": "2f97e3e6-c100-4045-bcb3-6fbd17cfb420",
"name": "Extract Questions From RFP",
"type": "@n8n/n8n-nodes-langchain.chainLlm",
"position": [
1960,
380
],
"parameters": {
"text": "=You have been given a RFP document as part of a tender process of a buyer. Please extract all questions intended for the supplier. You must ensure the questions extracted are exactly has they are written in the RFP document.\n\n<RFP>{{ $('Get RFP Data').item.json.text }}<RFP>",
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 1.4
},
{
"id": "4945b975-ac84-406e-8482-44cfa5679ef9",
"name": "Sticky Note9",
"type": "n8n-nodes-base.stickyNote",
"position": [
760,
600
],
"parameters": {
"color": 5,
"width": 529.9947173986736,
"height": 157.64231937074243,
"content": "### Example Webhook Request\ncurl --location 'https://<n8n_webhook_url>' \\\n--form 'id=\"RFP001\"' \\\n--form 'title=\"BlueChip Travel and StarBus Web Services\"' \\\n--form 'reply_to=\"jim@example.com\"' \\\n--form 'data=@\"k9pnbALxX/RFP Questionnaire.pdf\"'\n"
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
"Get RFP Data": {
"main": [
[
{
"node": "Set Variables",
"type": "main",
"index": 0
}
]
]
},
"Set Variables": {
"main": [
[
{
"node": "Create new RFP Response Document",
"type": "main",
"index": 0
}
]
]
},
"Wait for Request": {
"main": [
[
{
"node": "Get RFP Data",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "Extract Questions From RFP",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"For Each Question...": {
"main": [
[
{
"node": "Send Email Notification",
"type": "main",
"index": 0
}
],
[
{
"node": "Answer Question with Context",
"type": "main",
"index": 0
}
]
]
},
"Item List Output Parser": {
"ai_outputParser": [
[
{
"node": "Extract Questions From RFP",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"Send Email Notification": {
"main": [
[
{
"node": "Send Chat Notification",
"type": "main",
"index": 0
}
]
]
},
"Extract Questions From RFP": {
"main": [
[
{
"node": "For Each Question...",
"type": "main",
"index": 0
}
]
]
},
"Add Metadata to Response Doc": {
"main": [
[
{
"node": "Extract Questions From RFP",
"type": "main",
"index": 0
}
]
]
},
"Answer Question with Context": {
"main": [
[
{
"node": "Record Question & Answer in Response Doc",
"type": "main",
"index": 0
}
]
]
},
"Create new RFP Response Document": {
"main": [
[
{
"node": "Add Metadata to Response Doc",
"type": "main",
"index": 0
}
]
]
},
"Record Question & Answer in Response Doc": {
"main": [
[
{
"node": "For Each Question...",
"type": "main",
"index": 0
}
]
]
}
}
}Workflow n8n Google Docs, RFP, OpenAI : pour qui est ce workflow ?
Ce workflow s'adresse aux équipes commerciales et marketing des entreprises qui doivent répondre à des appels d'offres. Il est particulièrement utile pour les PME et les grandes entreprises qui cherchent à automatiser leurs processus de réponse aux RFP tout en minimisant les efforts manuels. Un niveau technique intermédiaire est recommandé pour sa mise en place.
Workflow n8n Google Docs, RFP, OpenAI : problème résolu
Ce workflow résout le problème de la lenteur et de l'inefficacité dans la création de réponses aux demandes de propositions. En automatisant l'extraction des questions et la génération des réponses, il élimine les frustrations liées à la gestion manuelle de ces documents. Les utilisateurs peuvent ainsi se concentrer sur des tâches à plus forte valeur ajoutée, tout en réduisant le risque d'erreurs humaines et en améliorant la qualité des réponses fournies.
Workflow n8n Google Docs, RFP, OpenAI : étapes du workflow
Étape 1 : Le workflow commence avec un déclencheur Webhook qui attend une requête HTTP contenant les données RFP.
- Étape 1 : Le nœud 'Get RFP Data' extrait les informations pertinentes du fichier.
- Étape 2 : Les questions sont identifiées grâce au nœud 'Extract Questions From RFP'.
- Étape 3 : Chaque question est traitée individuellement dans le nœud 'For Each Question...', où des réponses sont générées par le modèle OpenAI.
- Étape 4 : Les réponses sont intégrées dans un document Google Docs via le nœud 'Create new RFP Response Document'.
- Étape 5 : Des notifications sont envoyées via Slack et email pour tenir l'équipe informée des progrès.
Workflow n8n Google Docs, RFP, OpenAI : guide de personnalisation
Pour personnaliser ce workflow, vous pouvez modifier l'URL du webhook pour l'adapter à votre système. Il est également possible de changer le format du fichier RFP à traiter dans le nœud 'Get RFP Data'. Pour ajuster les réponses générées, vous pouvez modifier les paramètres du nœud 'OpenAI Chat Model' en fonction du ton ou du style souhaité. Enfin, n'hésitez pas à adapter les messages des notifications envoyées via Slack et Gmail pour qu'ils correspondent à votre communication interne.