Scale deal flow with a Pitch Deck AI vision, chatbot and QDrant vector store

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Are you a popular tech startup accelerator (named after a particular higher order function) overwhelmed with 1000s of pitch decks on a daily basis? Wish you could filter through them quickly using ...

Best for

Document Extraction automation workflows
AI RAG automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.manualtrigger, n8n-nodes-base.sort, n8n-nodes-base.httprequest, n8n-nodes-base.compression, n8n-nodes-base.code, n8n-nodes-base.stickynote, n8n-nodes-base.editimage, n8n-nodes-base.aggregate

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Scale deal flow with a Pitch Deck AI vision, chatbot and QDrant vector store
Workflow name: Scale deal flow with a Pitch Deck AI vision, chatbot and QDrant vector store

This n8n template uses Multimodal LLMs to parse and extract valuable data from even the most overly designed pitch decks in quick fashion. Not only that, it'll also create the foundations of a RAG chatbot at the end so you or your colleagues can drill down into the details if needed. With this template, you'll scale your capacity to find interesting companies you'd otherwise miss!

Requires n8n v1.62.1+

How It Works

Airtable is used as the pitch deck database and PDF decks are downloaded from it.
An AI Vision model is used to transcribe each page of the pitch deck into markdown.
An Information Extractor is used to generate a report from the transcribed markdown and update required information back into pitch deck database.
The transcribed markdown is also uploaded to a vector store to build an AI chatbot which can be used to ask questions on the pitch deck.

Check out the sample Airtable here: https://airtable.com/appCkqc2jc3MoVqDO/shrS21vGqlnqzzNUc

How To Use

This template depends on the availability of the Airtable - make a duplicate of the airtable (link) and its columns before running the workflow.
When a new pitchdeck is received, enter the company name into the Name column and upload the pdf into the File column. Leave all other columns blank.
If you have the Airtable trigger active, the execution should start immediately once the file is uploaded. Otherwise, click the manual test trigger to start the workflow.
When manually triggered, all "new" pitch decks will be handled by the workflow as separate executions.

Requirements

OpenAI for LLM
Airtable For Database and Interface
Qdrant for Vector Store

Customising This Workflow

Extend this starter template by adding more AI agents to validate claims made in the pitch deck eg. Linkedin Profiles, Page visits, Reviews etc.

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 - When clicking ‘Test workflow’

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

Block 2 - Sort Pages

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

Block 3 - Split PDF into Images

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 4 - Extract Zip File

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

Block 5 - Images To List

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

Block 6 - Sticky Note2

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

Block 7 - Sticky Note5

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

Block 8 - Resize Images For AI

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

Block 9 - Sticky Note3

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

Block 10 - Sticky Note4

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

Block 11 - Combine All Pages

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

Block 12 - Default Data Loader

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

Block 13 - Recursive Character Text Splitter

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

Block 14 - OpenAI Chat Model

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

Block 15 - OpenAI Chat Model2

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

Block 16 - Embeddings OpenAI

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

Block 17 - Delete Existing Vectors

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 18 - Continue With Pages Only

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

Block 19 - Update Pitchdecks Table

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

Block 20 - Search Pending Rows

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

Block 21 - Get Row

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 22 - Prequisites Met

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.2

Block 23 - Execute Workflow

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

Block 24 - No Operation, do nothing

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

Showing the first 24 of 50 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Scale deal flow with a Pitch Deck AI vision, chatbot and QDrant vector store
Complexity	advanced
Nodes	50
Categories	Document Extraction, AI RAG
Author	Jimleuk
Published	17 Oct 2024

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/2464/2464.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 Document Extraction workflows AI RAG workflows

Frequently asked questions

What does Scale deal flow with a Pitch Deck AI vision, chatbot and QDrant vector store 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 Document Extraction, AI RAG use case.

Jimleuk

100 workflows

Nodes

n8n-nodes-base.manualtrigger n8n-nodes-base.sort n8n-nodes-base.httprequest n8n-nodes-base.compression n8n-nodes-base.code n8n-nodes-base.stickynote n8n-nodes-base.editimage n8n-nodes-base.aggregate

Complexity

advanced

Published 17 Oct 2024

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/2464/2464.json

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Scale deal flow with a Pitch Deck AI vision, chatbot and QDrant vector store

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

How It Works

How To Use

Requirements

Customising This Workflow

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - When clicking ‘Test workflow’

Block 2 - Sort Pages

Block 3 - Split PDF into Images

Block 4 - Extract Zip File

Block 5 - Images To List

Block 6 - Sticky Note2

Block 7 - Sticky Note5

Block 8 - Resize Images For AI

Block 9 - Sticky Note3

Block 10 - Sticky Note4

Block 11 - Combine All Pages

Block 12 - Default Data Loader

Block 13 - Recursive Character Text Splitter

Block 14 - OpenAI Chat Model

Block 15 - OpenAI Chat Model2

Block 16 - Embeddings OpenAI

Block 17 - Delete Existing Vectors

Block 18 - Continue With Pages Only

Block 19 - Update Pitchdecks Table

Block 20 - Search Pending Rows

Block 21 - Get Row

Block 22 - Prequisites Met

Block 23 - Execute Workflow

Block 24 - No Operation, do nothing

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