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Manage supplier quote requests and follow-ups with Gmail, Sheets, GPT-4o-mini and WhatsApp

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Manage supplier quote requests and follow-ups with Gmail, Sheets, GPT-4o-mini and WhatsApp preview
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1. Workflow Overview

Eliminate 90% of manual work in procurement by automating quote requests, response tracking, price extraction, and supplier follow ups. This complete automation handles everything from sending pers...

Best for

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

Tools used

n8n-nodes-base.noop, n8n-nodes-base.stickynote, n8n-nodes-base.gmail, n8n-nodes-base.googlesheets, @n8n/n8n-nodes-langchain.informationextractor, n8n-nodes-base.manualtrigger, n8n-nodes-base.scheduletrigger, n8n-nodes-base.code

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Ruth Olatunji.

Original n8n.io source

1.1 Workflow description

Title
Manage supplier quote requests and follow-ups with Gmail, Sheets, GPT-4o-mini and WhatsApp
Workflow name
Manage supplier quote requests and follow-ups with Gmail, Sheets, GPT-4o-mini and WhatsApp

Eliminate 90% of manual work in procurement by automating quote requests, response tracking, price extraction, and supplier follow-ups. This complete automation handles everything from sending personalized emails to extracting pricing data with AI and sending WhatsApp reminders—so you can focus on decision-making, not data entry. This all-in-one workflow transforms a 5-hour manual process into a 10-minute review task, saving 15-20 hours per month while improving supplier response rates by 30%.

How it works This workflow contains 4 independent automation modules running on separate schedules:

Quote Request Sender (Manual trigger)

Reads supplier list from Google Sheets Sends personalized emails via Gmail with category and deadline Logs all requests with timestamps to tracking sheet

Response Monitor (Hourly schedule)

Automatically checks Gmail for supplier replies with attachments Updates tracking sheet status to "Quote Received" Zero manual email monitoring required

AI Price Extraction (Manual trigger)

Downloads PDF/Excel attachments from emails Extracts text using n8n's built-in parser Sends to OpenAI GPT-4o-mini to identify products, prices, quantities, currencies Saves structured data to Price Comparison sheet

WhatsApp Follow-ups (Daily at 9 AM)

Checks for non-responsive suppliers Sends smart reminders at Day 3, 5, and 7 with escalating urgency Falls back to email if no phone number Logs all follow-up history

Each module shares data through Google Sheets while running independently. Set up steps Time to set up: 20-30 minutes

Create two Google Sheets: "Quote Tracking" (with columns: supplier_name, supplier_email, category, request_date, status, quote_received, phone_number, last_follow_up, follow_up_count) and "Price Comparison" (with columns: supplier_name, supplier_email, product_name, price, currency, quantity, extracted_date, source_file)

Connect credentials: Gmail OAuth, Google Sheets OAuth (same account), OpenAI API key, Twilio Account SID + Auth Token Update all Google Sheet IDs in every Google Sheets node (8 nodes total across all modules)

Configure Twilio WhatsApp sandbox: Go to Twilio Console → Messaging → WhatsApp → Send join code from your phone → Update "From" number in Send WhatsApp node Add 2-3 test suppliers to Tracking Sheet with your email addresses using + trick ([email protected]) and phone numbers in international format Test each module: Execute Quote Sender → Reply to test email with PDF → Execute AI Extraction → Set supplier date to 3 days ago → Test Follow-ups Activate schedules for Response Monitor (hourly) and Follow-ups (daily at 9 AM)

Detailed node configurations and troubleshooting tips are included in sticky notes throughout the workflow canvas.

Requirements

Gmail account with API access Google Sheets (2 sheets) OpenAI API account ($5-15/month) Twilio account with WhatsApp ($10-20/month) n8n (any version supporting HTTP Request node)

Who is this for

Procurement teams managing multiple supplier quotes Small businesses comparing vendor prices Operations managers handling RFQs Purchasing departments drowning in email attachments Anyone collecting and tracking supplier pricing at scale

Time savings: From 5 hours to 10 minutes per quote cycle (90% reduction) Response rate improvement: 50% → 80% with automated follow-ups Accuracy: 95%+ AI extraction accuracy vs 5-10% manual data entry errors

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 - No Operation, do nothing1

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

Block 2 - No Operation, do nothing

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

Block 3 - Sticky Note1

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

Block 4 - Sticky Note2

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

Block 5 - Sticky Note3

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

Block 6 - Sticky Note4

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

Block 7 - Reach out to suppliers

Type / Role
n8n-nodes-base.gmail - gmail
Config choices
Version 2.1

Block 8 - Save to Price Sheet

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4

Block 9 - Sticky Note5

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

Block 10 - Sticky Note6

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

Block 11 - Information Extractor

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

Block 12 - Execute workflow

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

Block 13 - Trigger workflow every hour

Type / Role
n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices
Version 1.2

Block 14 - Trigger workflow daily

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

Block 15 - Trigger workflow daily1

Type / Role
n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices
Version 1.2

Block 16 - Sticky Note

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

Block 17 - Hardcode suppliers details

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 18 - Sticky Note7

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

Block 19 - Sticky Note8

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

Block 20 - Sticky Note10

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

Block 21 - Log to suppliers sheet

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4.4

Block 22 - Search for quote replies

Type / Role
n8n-nodes-base.gmail - gmail
Config choices
Version 2.1

Block 23 - Get email details

Type / Role
n8n-nodes-base.gmail - gmail
Config choices
Version 2.1

Block 24 - Parse email data

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Showing the first 24 of 46 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow Manage supplier quote requests and follow-ups with Gmail, Sheets, GPT-4o-mini and WhatsApp
Complexity advanced
Nodes 46
Categories CRM, AI Summarization
Author Ruth Olatunji
Published 11 Jan 2026

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/12638/12638.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

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

  4. 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. 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.

Frequently asked questions

What does Manage supplier quote requests and follow-ups with Gmail, Sheets, GPT-4o-mini and WhatsApp do?

Eliminate 90% of manual work in procurement by automating quote requests, response tracking, price extraction, and supplier follow ups. This complete automation handles everything from sending pers...

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.