{"workflow":{"id":12285,"name":"Generate client quotes from call transcripts with Claude/GPT, Google Drive, and PandaDoc","views":138,"recentViews":0,"totalViews":138,"createdAt":"2025-12-29T16:42:47.325Z","description":"**Who is this for?**\nAgencies, consultants, and service providers who conduct discovery calls and need to quickly turn conversations into professional proposals.\n\n**What it does:**\nThis workflow transforms meeting transcripts into complete, professional quotes using a sophisticated multi-agent AI architecture. It handles the entire quote lifecycle: from transcript analysis to client signature and onboarding.\n\n**How it works:**\n1. **Trigger**: Google Drive detects a new VTT/transcript file in a designated folder\n2. **Extraction**: The transcript is cleaned and parsed, then matched with calendar data to identify the client\n3. **AI Analysis**: A main orchestrator agent analyzes the call and delegates tasks to specialized sub-agents:\n - **SOW Agent**: Generates problems, solutions, and action items\n - **Pricing Agent**: Creates competitive pricing based on service catalog and market research\n4. **Document Creation**: PandaDoc API creates the quote with all tokens populated\n5. **Review & Approval**: Quote is sent to Slack for human review with approve/reject buttons\n6. **Delivery**: Approved quotes are sent via Gmail with custom HTML templates\n7. **Post-Signature**: Webhook triggers CRM update and welcome email upon signature\n\n**Key Features:**\n- Multi-agent architecture with specialized AI agents\n- Automatic pricing calculation with 80%+ margin targeting\n- Market research integration via Perplexity API\n- Human-in-the-loop approval via Slack\n- Professional HTML email templates\n- CRM integration (Notion) for client status tracking\n\n### Requirements\n- Google Drive account (for transcript storage)\n- Google Calendar (for meeting context)\n- PandaDoc account (for quote generation)\n- OpenRouter API (for LLM access - Claude/GPT models)\n- Perplexity API (for market research)\n- Slack workspace (for approval workflow)\n- Gmail account (for client communication)\n- Notion database (for CRM)\n\n### Setup Instructions\n1. Configure Google Drive trigger folder\n2. Set up PandaDoc template with required tokens\n3. Add API credentials for OpenRouter and Perplexity\n4. Connect Slack workspace for approval notifications\n5. Configure Gmail for outbound emails\n6. Set up Notion CRM database with required properties","workflow":{"id":"un7napkeeNqhsSTE","meta":{"instanceId":"8a504c330a8af367d7ed05b4044a4b4aaee4fb455a8108bad06ec0352cc67ada","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🎯 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🧠 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🧾 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: €10-50/month\n → 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📦 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 → all its fields = null\n- price = number (excl. tax) without €\n- qty ≥ 1\n- acompte_percent ∈ [20, 70]\n\n🚫 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🏆 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.problème.titre.1\", \"value\": \"Problem title 1\" },\n { \"name\": \"sous.problème.desc.1\", \"value\": \"Problem description 1\" },\n { \"name\": \"sous.problème.titre.2\", \"value\": \"Problem title 2\" },\n { \"name\": \"sous.problème.desc.2\", \"value\": \"Problem description 2\" },\n { \"name\": \"sous.problème.titre.3\", \"value\": \"Problem title 3\" },\n { \"name\": \"sous.problème.desc.3\", \"value\": \"Problem description 3\" },\n { \"name\": \"sous.problème.titre.4\", \"value\": \"Problem title 4\" },\n { \"name\": \"sous.problème.desc.4\", \"value\": \"Problem description 4\" },\n { \"name\": \"sous.problème.titre.5\", \"value\": \"Problem title 5\" },\n { \"name\": \"sous.problème.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.durée.jours\", \"value\": \"2\" },\n { \"name\": \"action.2.durée.jours\", \"value\": \"3\" },\n { \"name\": \"action.3.durée.jours\", \"value\": \"1\" },\n { \"name\": \"action.4.durée.jours\", \"value\": \"4\" },\n { \"name\": \"action.5.durée.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":{"id":"credential-id","name":"Google Drive account - Hugo "}},"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":{"id":"credential-id","name":"Google Drive account - Hugo "}},"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":{"id":"credential-id","name":"OpenRouter account - Hugo"}},"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":{"id":"credential-id","name":"Google Calendar / PROD "}},"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":{"id":"credential-id","name":"Perplexity account"}},"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":{"id":"credential-id","name":"OpenRouter account - Hugo"}},"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":{"id":"credential-id","name":"OpenRouter account - Hugo"}},"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":{"id":"credential-id","name":"OpenRouter account - Hugo"}},"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":{"id":"credential-id","name":"OpenRouter account - Hugo"}},"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":{"id":"credential-id","name":"OpenRouter account - Hugo"}},"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 créé":"={{ /*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.durée.jours":"={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('action_1_dur_e_jours', ``, 'string') }}","action.2.durée.jours":"={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('action_2_dur_e_jours', ``, 'string') }}","action.3.durée.jours":"={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('action_3_dur_e_jours', ``, 'string') }}","action.4.durée.jours":"={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('action_4_dur_e_jours', ``, 'string') }}","action.5.durée.jours":"={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('action_5_dur_e_jours', ``, 'string') }}","sous.problème.desc.1":"={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_desc_1', ``, 'string') }}","sous.problème.desc.2":"={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_desc_2', ``, 'string') }}","sous.problème.desc.3":"={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_desc_3', ``, 'string') }}","sous.problème.desc.4":"={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_desc_4', ``, 'string') }}","sous.problème.desc.5":"={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_desc_5', ``, 'string') }}","sous.problème.titre.1":"={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_titre_1', ``, 'string') }}","sous.problème.titre.2":"={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_titre_2', ``, 'string') }}","sous.problème.titre.3":"={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_titre_3', ``, 'string') }}","sous.problème.titre.4":"={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sous_probl_me_titre_4', ``, 'string') }}","sous.problème.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 - 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\n\n \n
\n \n

MonétizIA

\n
\n\n \n
\n\n

Votre proposition est prête

\n\n

Bonjour {{ $json.recipients[0].first_name }},

\n\n

\n Votre proposition personnalisée est maintenant disponible. \n Vous pouvez la consulter et la signer en toute sécurité via le bouton ci-dessous.\n

\n\n
\n \n Consulter & Signer la Proposition\n \n
\n\n

Le document inclut :

\n\n \n\n

\n Si vous souhaitez ajuster un point ou avez une question, je suis disponible.\n

\n\n

\n À très vite,
\n Hugo — MonétizIA\n

\n\n
\n\n \n
\n MonétizIA — Automatisation IA & N8N — Paris
\n © {{new Date().getFullYear()}} MonétizIA. Tous droits réservés.\n
\n\n
\n\n\n","options":{"appendAttribution":false},"subject":"MonétizIA – Votre proposition d’automatisation IA est disponible"},"credentials":{"gmailOAuth2":{"id":"credential-id","name":"Gmail account - Hugoat"}},"typeVersion":2.1},{"id":"083abc89-a2af-4b87-b3cf-4716cf909d9b","name":"Sticky Note13","type":"n8n-nodes-base.stickyNote","position":[2704,-272],"parameters":{"color":7,"width":880,"height":608,"content":"## 5. Review, Approval Flow & Client Email Delivery\n\n"},"typeVersion":1},{"id":"6f270d90-a71a-4203-a0ae-1e56b3b8cf71","name":"Sticky Note14","type":"n8n-nodes-base.stickyNote","position":[3600,-80],"parameters":{"color":7,"width":1632,"height":416,"content":"## 6. Post-Signature Processing"},"typeVersion":1},{"id":"7033c700-e702-4704-92eb-2ce981b6eb6c","name":"Search_CRM","type":"n8n-nodes-base.notion","position":[4160,96],"parameters":{"options":{},"resource":"databasePage","operation":"getAll","returnAll":true,"databaseId":{"__rl":true,"mode":"list","value":"2ccfb3ac-84df-801f-a51a-e988ccb98bf7","cachedResultUrl":"https://www.notion.so/2ccfb3ac84df801fa51ae988ccb98bf7","cachedResultName":"CRM"}},"credentials":{"notionApi":{"id":"credential-id","name":"Notion account - Hugoat"}},"typeVersion":2.2},{"id":"3e5d54e1-a484-41b9-898e-2acf3be4ddc1","name":"details","type":"n8n-nodes-base.httpRequest","position":[3936,96],"parameters":{"url":"https://api.pandadoc.com/public/v1/documents/AKdYLJHnbzJfo6rro8VptS/details","options":{},"sendHeaders":true,"authentication":"genericCredentialType","genericAuthType":"httpHeaderAuth","headerParameters":{"parameters":[{}]}},"credentials":{"httpHeaderAuth":{"id":"credential-id","name":"Pandadoc"}},"typeVersion":4.3},{"id":"87d0146f-f41f-4a5c-87c5-4896aef36f2a","name":"Update status","type":"n8n-nodes-base.notion","position":[4608,96],"parameters":{"pageId":{"__rl":true,"mode":"url","value":"={{ $json.url }}"},"options":{},"resource":"databasePage","operation":"update","propertiesUi":{"propertyValues":[{"key":"Client Status|select","selectValue":"Client (signé)"}]}},"credentials":{"notionApi":{"id":"credential-id","name":"Notion account - Hugoat"}},"typeVersion":2.2},{"id":"1e8a0f8c-1d84-4ced-8842-a6e942ab888f","name":"welcome_mail","type":"n8n-nodes-base.gmail","position":[4832,96],"webhookId":"899e3122-1751-42e2-9c56-0a977e6f0246","parameters":{"sendTo":"={{ $('Find Client in CRM').item.json.property_contact_email }}","message":"=\n\n\n\n\nBienvenue chez MonétizIA\n\n\n\n\n\n\n\n\n\n\n
\n\n \n
\n \n

Bienvenue chez MonétizIA

\n
\n\n \n
\n\n

\n Merci pour votre confiance 🚀\n

\n\n

\n Bonjour {{ $json.recipients[0].first_name }},\n

\n\n

\n Nous sommes ravis de vous compter parmi nos clients et vous remercions pour la confiance que vous accordez à MonétizIA.\n

\n\n
\n Projet : {{ $('details').item.json.name }}
\n Entreprise : {{ $('details').item.json.tokens[0].value }}\n
\n\n

\n La signature de votre proposition marque le début de notre collaboration.\n Nous allons maintenant lancer la phase d’onboarding afin de préparer le déploiement de votre solution.\n

\n\n \n\n

\n Pour bien démarrer, nous vous invitons à réserver votre call de kickoff.\n Ce rendez-vous nous permettra d’aligner les objectifs, le planning et les prochaines étapes.\n

\n\n
\n \n Réserver le call de kickoff\n \n
\n\n

\n Si vous avez la moindre question d’ici là, vous pouvez bien sûr répondre directement à cet email.\n

\n\n

\n À très vite,
\n Hugo — MonétizIA\n

\n\n
\n\n \n
\n MonétizIA — Automatisation IA & N8N — Paris
\n © {{new Date().getFullYear()}} MonétizIA. Tous droits réservés.\n
\n\n
\n\n\n","options":{"appendAttribution":false},"subject":"Bienvenue chez MonétizIA — lancement de votre projet"},"credentials":{"gmailOAuth2":{"id":"credential-id","name":"Gmail account - Hugoat"}},"typeVersion":2.2},{"id":"ff9e499b-f54a-4b8a-b53f-a38075284fca","name":"confirmation_message","type":"n8n-nodes-base.slack","position":[5056,96],"webhookId":"d752ac3a-f4fd-4a95-8e03-35e1f8906253","parameters":{"text":"={{ $('details').item.json.tokens[1].value }} {{ $('details').item.json.tokens[2].value }} de {{ $('details').item.json.tokens[0].value }} à signé ton devis !","user":{"__rl":true,"mode":"list","value":"U08QEDWD407","cachedResultName":"monetizia.agence"},"select":"user","otherOptions":{},"authentication":"oAuth2"},"credentials":{"slackOAuth2Api":{"id":"credential-id","name":"Slack account - MonétizIA"}},"typeVersion":2.4},{"id":"f734103d-40f4-4dec-b614-3305b26de69d","name":"when_doc_is_signed","type":"n8n-nodes-base.webhook","position":[3696,160],"webhookId":"7ca56f48-be92-4e3d-8adf-fffc2508beca","parameters":{"path":"7ca56f48-be92-4e3d-8adf-fffc2508beca","options":{},"httpMethod":"POST"},"typeVersion":2.1},{"id":"d6aafe0b-d36b-4a75-b484-98b341cbd860","name":"quote_creation","type":"@n8n/n8n-nodes-langchain.toolWorkflow","position":[1632,384],"parameters":{"workflowId":{"__rl":true,"mode":"id","value":"un7napkeeNqhsSTE","cachedResultUrl":"/workflow/un7napkeeNqhsSTE"},"description":"Call this tool to create a new quote already filled with your owners details and the right template. \nYou will get the document ID as an output. 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$json['titre.solution.3'] }}\" },\n { \"name\": \"titre.solution.4\", \"value\": \"{{ $json['titre.solution.4'] }}\" },\n { \"name\": \"desc.solution.4\", \"value\": \"{{ $json['desc.solution.4'] }}\" },\n { \"name\": \"titre.solution.5\", \"value\": \"{{ $json['titre.solution.5'] }}\" },\n { \"name\": \"desc.solution.5\", \"value\": \"{{ $json['desc.solution.5'] }}\" },\n { \"name\": \"action.1\", \"value\": \"{{ $json['action.1'] }}\" },\n { \"name\": \"action.2\", \"value\": \"{{ $json['action.2'] }}\" },\n { \"name\": \"action.3\", \"value\": \"{{ $json['action.3'] }}\" },\n { \"name\": \"action.4\", \"value\": \"{{ $json['action.4'] }}\" },\n { \"name\": \"action.5\", \"value\": \"{{ $json['action.5'] }}\" },\n { \"name\": \"action.1.durée.jours\", \"value\": \"{{ $json['action.1.durée.jours'] }}\" },\n { \"name\": \"action.2.durée.jours\", \"value\": \"{{ $json['action.2.durée.jours'] }}\" },\n { \"name\": \"action.3.durée.jours\", \"value\": \"{{ $json['action.3.durée.jours'] }}\" },\n { \"name\": \"action.4.durée.jours\", \"value\": \"{{ $json['action.4.durée.jours'] }}\" },\n { \"name\": \"action.5.durée.jours\", \"value\": \"{{ $json['action.5.durée.jours'] }}\" }\n ]\n }","sendBody":true,"sendHeaders":true,"specifyBody":"json","authentication":"genericCredentialType","genericAuthType":"httpHeaderAuth","headerParameters":{"parameters":[{"name":"Content-Type","value":"application/json"}]}},"credentials":{"httpHeaderAuth":{"id":"credential-id","name":"Pandadoc"}},"typeVersion":4.3},{"id":"d3f66733-56c4-4581-a204-4005ed73f675","name":"Sticky Note15","type":"n8n-nodes-base.stickyNote","position":[1552,32],"parameters":{"color":3,"width":448,"height":176,"content":"⚠️**Setup Required**\n\n```markdown\nAdd your API keys:\n- PandaDoc API Key\n- OpenRouter API Key \n- Perplexity API Key\n```"},"typeVersion":1},{"id":"01d8ebb4-3867-4bbc-83a7-00c35a10ee69","name":"Sticky Note17","type":"n8n-nodes-base.stickyNote","position":[3616,-16],"parameters":{"color":3,"width":256,"height":320,"content":"⚠️ **PandaDoc Webhook**\n\n```markdown\nConfigure webhook\nin PandaDoc to \ntrigger on\ndocument signature\n```"},"typeVersion":1},{"id":"f64128a2-7fe0-4709-a3ad-dbcfd5ddfd6d","name":"Sticky Note18","type":"n8n-nodes-base.stickyNote","position":[960,-272],"parameters":{"width":560,"height":784,"content":"## Generate quotes from call transcripts with multi-agent AI\n\n### How it works\n\n1. **Google Drive trigger:** monitors folder for new .vtt transcript files\n2. **Transcript cleaning:** removes timestamps and formats raw text\n3. **Calendar matching:** finds meeting context from Google Calendar\n4. **Main AI agent (Claude/GPT):** orchestrates quote creation, extracts client info\n5. **SOW Agent:** generates scope of work content (problems, solutions, actions)\n6. **Pricing Agent:** creates pricing table with 80%+ margins using market research\n7. **PandaDoc:** creates document from template, fills tokens and pricing\n8. **Slack review:** sends for approval with approve/reject buttons\n9. **Gmail delivery:** sends signed document link to client\n10. **CRM update:** updates Notion database with client status\n\n### Setup\n\n☐ Connect **Google Drive** OAuth and set trigger folder\n☐ Add **OpenRouter** API key for AI models\n☐ Add **PandaDoc** API key and template UUID\n☐ Connect **Slack** OAuth for approval workflow\n☐ Connect **Gmail** for client emails\n☐ Connect **Notion** database for CRM\n☐ Configure **PandaDoc webhook** for signature tracking\n\n### Customize\n\n- **AI Models:** swap Claude/GPT models in agent nodes\n- **Pricing:** adjust margin rules in Pricing Agent prompt\n- **Template:** modify PandaDoc template tokens as needed"},"typeVersion":1},{"id":"7d434b46-bfc5-439c-acd4-506b07891c33","name":"Analysis & Orchestrator Agent","type":"@n8n/n8n-nodes-langchain.agent","position":[2304,160],"parameters":{"text":"={\n \"meeting_title\": \"{{ $json.summary }}\",\n \"client_email\": \"{{ $json.attendees[0].email }}\",\n \"current_date\": \"{{ $now.format('yyyy-MM-dd') }}\",\n \"transcript\": \"{{ $('Clean Transcript').item.json.cleaned_text }}\",\n \"sender\": {\n \"first_name\": \"[Insert your firstname here]\",\n \"last_name\": \"[insert your lastname here]\",\n \"company\": \"[Insert your company Here]\"\n }\n}","options":{"systemMessage":"You are the main orchestrator agent for an AI automation agency.\nYour mission: transform a meeting transcript into a clear, structured quote.\n\nYou receive:\n- The meeting title\n- The current date\n- The client's email address\n- The raw call transcript\n\nYour role:\n1. Generate the client's company name or \"Freelancer\" if they're independent\n2. Extract the client's first name, last name, and email\n3. Generate a clear proposal title\n4. Complete the required fields to create the quote via PandaDoc using your \"quote_creation\" tool\n\nIf everything is ready, trigger the SOW Agent and Pricing Agent by sending them enriched context.\n\nYou can use your Think tool to reason and Fetch Document Details to read the quote content.\n\nBe synthetic, structured, logical, and action-oriented.\n\nWait for the quote to be created first, then launch the SOW Agent. Do not launch SOW until the quote is created because you must always pass the created document ID along with the call summary to your sub-agents. Do not launch Pricing until SOW is complete, so you can pass the SOW to the Pricing Agent for a consistent and aligned quote.\n\nYou must pass the created document ID to your sub-agents.\nOutput only the document ID when finished. Nothing else. No explanation."},"promptType":"define","needsFallback":true,"hasOutputParser":true},"typeVersion":2.1},{"id":"09b9fb7e-9702-4224-8171-48c901a9c82f","name":"Sticky Note","type":"n8n-nodes-base.stickyNote","position":[3600,-336],"parameters":{"color":5,"width":320,"height":240,"content":"### Video tutorial\n\n@[youtube](h6ssuN2ceOg)"},"typeVersion":1}],"active":true,"pinData":{"Called by Agent":[{"json":{"route":"main","action.1":null,"action.2":null,"action.3":null,"action.4":null,"action.5":null,"nom client":"Sueur","email client":"iaenmieux@gmail.com","id doc créé":null,"product_1_qty":null,"product_2_qty":null,"product_3_qty":null,"product_1_desc":null,"product_1_name":null,"product_2_desc":null,"product_2_name":null,"product_3_desc":null,"product_3_name":null,"prénom client":"Lio","acompte_percent":null,"desc.solution.1":null,"desc.solution.2":null,"desc.solution.3":null,"desc.solution.4":null,"desc.solution.5":null,"product_1_price":null,"product_2_price":null,"product_3_price":null,"probleme.general":null,"titre.solution.1":null,"titre.solution.2":null,"titre.solution.3":null,"titre.solution.4":null,"titre.solution.5":null,"action.1.durée.jours":null,"action.2.durée.jours":null,"action.3.durée.jours":null,"action.4.durée.jours":null,"action.5.durée.jours":null,"sous.problème.desc.1":null,"sous.problème.desc.2":null,"sous.problème.desc.3":null,"sous.problème.desc.4":null,"sous.problème.desc.5":null,"sous.problème.titre.1":null,"sous.problème.titre.2":null,"sous.problème.titre.3":null,"sous.problème.titre.4":null,"sous.problème.titre.5":null,"Entreprise / statut client":"Indépendant","name (Proposition - proposition_title)":"Proposition - Automatisation intelligente de la gestion emails et communication","Titre.proposition (Automatisation CRM + Dashboard)":"Automatisation intelligente de la gestion emails et communication"},"pairedItem":{"item":0}}],"Get many events":[{"json":{"id":"44egqctc4jcjpl70jv26al6g3c","end":{"dateTime":"2025-12-09T17:30:00+01:00","timeZone":"Europe/Paris"},"etag":"\"3528644941433022\"","kind":"calendar#event","start":{"dateTime":"2025-12-09T16:30:00+01:00","timeZone":"Europe/Paris"},"status":"confirmed","created":"2025-11-28T09:17:48.000Z","creator":{"self":true,"email":"hugolepoole@gmail.com"},"iCalUID":"44egqctc4jcjpl70jv26al6g3c@google.com","summary":"Monétizia x Lio 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