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

Multi-Agent Architecture Free Bootstrap Template for Beginners

Free template to learn and reuse a multi-agent architecture in n8n. The company metaphor: a CEO (orchestrator) delegates to Marketing, Operations, Finance to produce a short sales-season plan, export it to PDF, and share it.

Who’s it for

• Builders who want a clear, minimal pattern for multi-agent orchestration in n8n.
• Teams demoing/teaching agent collaboration with one coordinator + three specialists.
• Anyone needing a repeatable template to generate plans from multiple “departments”.

How it works / What it does

1. Trigger (Manual) — Click Execute workflow to start.
2. Edit Fields — Provide brief inputs (company, products, dates, constraints, channels, goals).
3. CEO Agent (Orchestrator) — Reads the brief, calls 3 tool agents once, merges results, resolves conflicts.
4. Marketing Agent — Proposes top campaigns + channels + content calendar.
5. Operations Agent — Outlines inventory/staffing readiness, fulfillment steps, risks.
6. Finance Agent — Suggests pricing/discounts, budget split, targets.
7. Compose Document — CEO produces Markdown; node converts to Google Doc → PDF.
8. Share — Upload the PDF to Slack (or Drive) for review.

Outputs

• Markdown plan with sections (Summary, Timeline, Marketing, Ops, Pricing, Risks, Next Actions).
• Compact JSON for automation (campaigns, budget, dates, actions).
• PDF file for stakeholders.

How to set up

1. Add credentials
   • OpenAI (or your LLM provider) for all agents.
   • Google (Drive/Docs) to create the document and export PDF.
   • Slack (optional) to upload/share the PDF.
2. Map nodes (suggested)
   • When clicking ‘Execute workflow’ → Edit Fields (form with: company, products, audience, start_date, end_date, channels, constraints, metrics).
   • CEO Agent (AI Tool Node) → calls Marketing Agent, Operations Agent, Finance Agent (AI Tool Nodes).
   • Configure metadata (doc title from company + window).
   • Create document file (Google Docs API) with CEO Markdown.
   • Convert to PDF (export).
   • Upload a file (Slack) to share.
3. Prompts (drop-in)
   • CEO (system): orchestrate 3 tools; request concise JSON+Markdown; merge & resolve; output sections + JSON.
   • Marketing / Operations / Finance (system): each returns a small JSON per its scope (campaigns/calendar; staffing/steps/risks; discounts/budget/targets).
4. Test — Run once; verify the PDF and Slack message.

Requirements

• n8n (current version with AI Tool Node).
• LLM credentials (e.g., OpenAI).
• Google credentials for Docs/Drive (to create & export).
• Optional Slack bot token for file uploads.

How to customize the workflow

• Swap roles: Replace departments (e.g., Product, Legal, Support) or add more tool agents.
• Change outputs: Export to DOCX/HTML/Notion; add a cover page; attach brand styles.
• Approval step: Insert Slack “Send & Wait” before PDF generation for review/edits.
• Data grounding: Add RAG (Sheets/DB/Docs) so agents cite inventory, pricing, or past campaign KPIs.
• Automation JSON: Extend the schema to match your CRM/PM tool and push next_actions into Jira/Asana.
• Scheduling: Replace manual trigger with a cron (weekly/monthly planning).
• Localization: Add a Translation agent or set language via input field.
• Guardrails: Add length limits, cost caps (max tokens), and validation on agent JSON.