Generate client quotes from call transcripts with Claude/GPT, Google Drive, and PandaDoc

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1. Workflow Overview

Who is this for? Agencies, consultants, and service providers who conduct discovery calls and need to quickly turn conversations into professional proposals. What it does: This workflow transforms ...

Best for

CRM automation workflows
AI Summarization automation workflows
advanced n8n builders looking for reusable templates

Tools used

@n8n/n8n-nodes-langchain.toolthink, @n8n/n8n-nodes-langchain.toolcalculator, @n8n/n8n-nodes-langchain.agenttool, n8n-nodes-base.googledrive, n8n-nodes-base.googledrivetrigger, n8n-nodes-base.extractfromfile, @n8n/n8n-nodes-langchain.lmchatopenrouter, n8n-nodes-base.stickynote

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Hugo Le Poole.

Original n8n.io source

1.1 Workflow description

Title: Generate client quotes from call transcripts with Claude/GPT, Google Drive, and PandaDoc
Workflow name: Generate client quotes from call transcripts with Claude/GPT, Google Drive, and PandaDoc

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

What it does: This 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.

How it works:

Trigger: Google Drive detects a new VTT/transcript file in a designated folder
Extraction: The transcript is cleaned and parsed, then matched with calendar data to identify the client
AI Analysis: A main orchestrator agent analyzes the call and delegates tasks to specialized sub-agents:

SOW Agent: Generates problems, solutions, and action items
Pricing Agent: Creates competitive pricing based on service catalog and market research

Document Creation: PandaDoc API creates the quote with all tokens populated
Review & Approval: Quote is sent to Slack for human review with approve/reject buttons
Delivery: Approved quotes are sent via Gmail with custom HTML templates
Post-Signature: Webhook triggers CRM update and welcome email upon signature

Key Features:

Multi-agent architecture with specialized AI agents
Automatic pricing calculation with 80%+ margin targeting
Market research integration via Perplexity API
Human-in-the-loop approval via Slack
Professional HTML email templates
CRM integration (Notion) for client status tracking

Requirements

Google Drive account (for transcript storage)
Google Calendar (for meeting context)
PandaDoc account (for quote generation)
OpenRouter API (for LLM access - Claude/GPT models)
Perplexity API (for market research)
Slack workspace (for approval workflow)
Gmail account (for client communication)
Notion database (for CRM)

Setup Instructions

Configure Google Drive trigger folder
Set up PandaDoc template with required tokens
Add API credentials for OpenRouter and Perplexity
Connect Slack workspace for approval notifications
Configure Gmail for outbound emails
Set up Notion CRM database with required properties

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Think

Type / Role: @n8n/n8n-nodes-langchain.toolThink - toolThink
Config choices: Version 1.1

Block 2 - Calculator

Type / Role: @n8n/n8n-nodes-langchain.toolCalculator - toolCalculator
Config choices: Version 1

Block 3 - Pricing agent

Type / Role: @n8n/n8n-nodes-langchain.agentTool - agentTool
Config choices: Version 2.2

Block 4 - SOW Agent

Type / Role: @n8n/n8n-nodes-langchain.agentTool - agentTool
Config choices: Version 2.2

Block 5 - Download file

Type / Role: n8n-nodes-base.googleDrive - googleDrive
Config choices: Version 3

Block 6 - Google Drive Trigger

Type / Role: n8n-nodes-base.googleDriveTrigger - googleDriveTrigger
Config choices: Version 1

Block 7 - Binary to text

Type / Role: n8n-nodes-base.extractFromFile - extractFromFile
Config choices: Version 1.1

Block 8 - Grok

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenRouter - lmChatOpenRouter
Config choices: Version 1

Block 9 - Sticky Note6

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 10 - Get many events

Type / Role: n8n-nodes-base.googleCalendar - googleCalendar
Config choices: Version 1.3

Block 11 - Sticky Note7

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 12 - Sticky Note8

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 13 - Search Tools & pricing

Type / Role: n8n-nodes-base.perplexityTool - perplexityTool
Config choices: Version 1

Block 14 - Sonnet 4.5

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenRouter - lmChatOpenRouter
Config choices: Version 1

Block 15 - GPT4 Turbo

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenRouter - lmChatOpenRouter
Config choices: Version 1

Block 16 - GPT 4 TURBO

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenRouter - lmChatOpenRouter
Config choices: Version 1

Block 17 - Opus 4.5

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenRouter - lmChatOpenRouter
Config choices: Version 1

Block 18 - GPT4o TURBO

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenRouter - lmChatOpenRouter
Config choices: Version 1

Block 19 - Simple memory

Type / Role: @n8n/n8n-nodes-langchain.memoryBufferWindow - memoryBufferWindow
Config choices: Version 1.3

Block 20 - think

Type / Role: @n8n/n8n-nodes-langchain.toolThink - toolThink
Config choices: Version 1.1

Block 21 - Simple Memory

Type / Role: @n8n/n8n-nodes-langchain.memoryBufferWindow - memoryBufferWindow
Config choices: Version 1.3

Block 22 - THINK

Type / Role: @n8n/n8n-nodes-langchain.toolThink - toolThink
Config choices: Version 1.1

Block 23 - Sticky Note11

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 24 - tokens

Type / Role: @n8n/n8n-nodes-langchain.toolWorkflow - toolWorkflow
Config choices: Version 2.2

Showing the first 24 of 68 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Generate client quotes from call transcripts with Claude/GPT, Google Drive, and PandaDoc
Complexity	advanced
Nodes	68
Categories	CRM, AI Summarization
Author	Hugo Le Poole
Published	29 Dec 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/12285/12285.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows AI Summarization workflows

Frequently asked questions

What does Generate client quotes from call transcripts with Claude/GPT, Google Drive, and PandaDoc do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM, AI Summarization use case.

Hugo Le Poole

3 workflows

Nodes

@n8n/n8n-nodes-langchain.toolthink @n8n/n8n-nodes-langchain.toolcalculator @n8n/n8n-nodes-langchain.agenttool n8n-nodes-base.googledrive n8n-nodes-base.googledrivetrigger n8n-nodes-base.extractfromfile @n8n/n8n-nodes-langchain.lmchatopenrouter n8n-nodes-base.stickynote

Complexity

advanced

Published 29 Dec 2025

Likes 0

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Install path: /data/workflows/12285/12285.json

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Generate client quotes from call transcripts with Claude/GPT, Google Drive, and PandaDoc

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Requirements

Setup Instructions

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Think

Block 2 - Calculator

Block 3 - Pricing agent

Block 4 - SOW Agent

Block 5 - Download file

Block 6 - Google Drive Trigger

Block 7 - Binary to text

Block 8 - Grok

Block 9 - Sticky Note6

Block 10 - Get many events

Block 11 - Sticky Note7

Block 12 - Sticky Note8

Block 13 - Search Tools & pricing

Block 14 - Sonnet 4.5

Block 15 - GPT4 Turbo

Block 16 - GPT 4 TURBO

Block 17 - Opus 4.5

Block 18 - GPT4o TURBO

Block 19 - Simple memory

Block 20 - think

Block 21 - Simple Memory

Block 22 - THINK

Block 23 - Sticky Note11

Block 24 - tokens

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions