Automatisierung des RFP-Prozesses mit dem OpenAI Assistant
Dies ist ein AI-Bereich Automatisierungsworkflow mit 23 Nodes. Hauptsächlich werden Set, Gmail, Slack, Webhook, GoogleDocs und andere Nodes verwendet, kombiniert mit KI-Technologie für intelligente Automatisierung. Automatisierung des RFP-Prozesses mit OpenAI-Assistenten
- •Google-Konto + Gmail API-Anmeldedaten
- •Slack Bot Token oder Webhook URL
- •HTTP Webhook-Endpunkt (wird von n8n automatisch generiert)
- •OpenAI API Key
Verwendete Nodes (23)
Kategorie
{
"meta": {
"instanceId": "26ba763460b97c249b82942b23b6384876dfeb9327513332e743c5f6219c2b8e"
},
"nodes": [
{
"id": "51dbe3b4-42f6-43c9-85dc-42ae49be6ba9",
"name": "RFP-Daten abrufen",
"type": "n8n-nodes-base.extractFromFile",
"position": [
1003,
278
],
"parameters": {
"options": {},
"operation": "pdf"
},
"typeVersion": 1
},
{
"id": "c42e6bfc-a426-4d12-bf95-f3fe6e944631",
"name": "Item List Output Parser",
"type": "@n8n/n8n-nodes-langchain.outputParserItemList",
"position": [
2140,
540
],
"parameters": {
"options": {}
},
"typeVersion": 1
},
{
"id": "1703e9c3-f49e-4272-ad11-0b9d4e9a76c6",
"name": "Für jede Frage...",
"type": "n8n-nodes-base.splitInBatches",
"position": [
2460,
340
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "a54fa4ee-6f67-41a9-89fe-fd9f2bf094de",
"name": "Notizzettel",
"type": "n8n-nodes-base.stickyNote",
"position": [
760,
60
],
"parameters": {
"color": 7,
"width": 532.597092515486,
"height": 508.1316876142587,
"content": "## 1. API to Trigger Workflow\n[Read more about using Webhooks](https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.webhook/)\n\nThis workflow requires the user to submit the RFP document via an API request. It's a common pattern to use the webhook node for this purpose. Be sure to secure this webhook endpoint in production!"
},
"typeVersion": 1
},
{
"id": "fdef005f-7838-4b8c-8af4-4b7c6f947ee2",
"name": "Variablen setzen",
"type": "n8n-nodes-base.set",
"position": [
1143,
278
],
"parameters": {
"mode": "raw",
"options": {},
"jsonOutput": "={\n \"doc_title\": \"{{ $('Wait for Request').item.json.body.title }}\",\n \"doc_filename\": \"{{ $('Wait for Request').item.json.body.id }} | {{ $('Wait for Request').item.json.body.title }} | {{ $now.format('yyyyMMddhhmmss') }}| RFP Response\",\n \"reply_to\": \"{{ $('Wait for Request').item.json.body.reply_to }}\"\n}\n"
},
"typeVersion": 3.3
},
{
"id": "a64f6274-62fc-42fb-b7c7-5aa85746c621",
"name": "Notizzettel1",
"type": "n8n-nodes-base.stickyNote",
"position": [
1320,
148.42417112849222
],
"parameters": {
"color": 7,
"width": 493.289385759178,
"height": 418.29352785836636,
"content": "## 2. Create a new Doc to Capture Responses For RFP Questions\n[Read more about working with Google Docs](https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.googledocs/)\n\nFor each RFP we process, let's create its very own document to store the results. It will serve as a draft document for the RFP response."
},
"typeVersion": 1
},
{
"id": "2b3df6af-c1ab-44a1-8907-425944294477",
"name": "Neues RFP-Antwortdokument erstellen",
"type": "n8n-nodes-base.googleDocs",
"position": [
1420,
340
],
"parameters": {
"title": "={{ $json.doc_filename }}",
"folderId": "=1y0I8MH32maIWCJh767mRE_NMHC6A3bUu"
},
"credentials": {
"googleDocsOAuth2Api": {
"id": "V0G0vi1DRj7Cqbp9",
"name": "Google Docs account"
}
},
"typeVersion": 2
},
{
"id": "0bf30bef-2910-432b-b5eb-dee3fe39b797",
"name": "Notizzettel2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1840,
110.52747078833045
],
"parameters": {
"color": 7,
"width": 500.1029039641811,
"height": 599.9895116376663,
"content": "## 3. Identifying Questions using AI\n[Read more about Question & Answer Chain](https://docs.n8n.io/integrations/builtin/cluster-nodes/root-nodes/n8n-nodes-langchain.chainretrievalqa/)\n\nUsing the power of LLMs, we're able to extract the RFP questionnaire regardless of original formatting or layout. This allows AutoRFP to handle a wide range of RFPs without requiring explicit extraction rules for edge cases.\n\nAdditionally, We'll use the Input List Output Parser to return a list of questions for further processing."
},
"typeVersion": 1
},
{
"id": "1c064047-1f6a-47c8-bb49-85b4d6f8e854",
"name": "Notizzettel3",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"color": 7,
"width": 746.3888903304862,
"height": 600.3660610069576,
"content": "## 4. Generating Question & Answer Pairs with AI\n[Read more about using OpenAI Assistants in n8n](https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-langchain.openai/)\n\nBy preparing an OpenAI Assistant with marketing material and sales documents about our company and business, we are able to use AI to answer RFP questions with the accurate and relevant context. Potentially allowing sales teams to increase the number of RFPs they can reply to.\n\nThis portion of the workflow loops through and answers each question individually for better answers. We can record the Question and Answer pairings to the RFP response document we created earlier."
},
"typeVersion": 1
},
{
"id": "e663ba01-e9a6-4247-9d97-8f796d29d72a",
"name": "OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
1960,
540
],
"parameters": {
"options": {}
},
"credentials": {
"openAiApi": {
"id": "8gccIjcuf3gvaoEr",
"name": "OpenAi account"
}
},
"typeVersion": 1
},
{
"id": "ec0b439e-9fd8-4960-b8bb-04f4f7814a0a",
"name": "Notizzettel4",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 421.778219154496,
"height": 515.8006969458895,
"content": "## Try It Out!\n\n**This workflow does the following:**\n* Receives a RFP document via webhook\n* Creates a new RFP response document via Google Docs\n* Uses LLMs to extract the questions from the RFP document into a questions list\n* Loops through each question and uses an OpenAI Assistant to generate an answer. Saving each answer into the response document.\n* Once complete, sends a gmail and slack notification to the team.\n\n\n📃**Example Documents**\nTo run this workflow, you'll need to following 2 documents:\n* [RFP Document](https://drive.google.com/file/d/1G42h4Vz2lBuiNCnOiXF_-EBP1MaIEVq5/view?usp=sharing)\n* [Example Company Document](https://drive.google.com/file/d/16WywCYcxBgYHXB3TY3wXUTyfyG2n_BA0/view?usp=sharing)\n\n### Need Help?\nJoin the [Discord](https://discord.com/invite/XPKeKXeB7d) or ask in the [Forum](https://community.n8n.io/)!\n\nHappy Hacking!"
},
"typeVersion": 1
},
{
"id": "244ff32d-9bc4-4a67-a6c2-4a7dc308058e",
"name": "Notizzettel5",
"type": "n8n-nodes-base.stickyNote",
"position": [
3160,
80
],
"parameters": {
"color": 7,
"width": 474.3513281516049,
"height": 390.51033452105344,
"content": "## 5. Send Notification Once Completed\n[Read more about using Slack](https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.slack)\n\n\nFinally, we can use a number of ways to notify the sales team when the process is complete. Here, we've opted to send the requesting user an email with a link to the RFP response document."
},
"typeVersion": 1
},
{
"id": "94243b69-43b8-4731-9a6b-2934db832cc6",
"name": "Chat-Benachrichtigung senden",
"type": "n8n-nodes-base.slack",
"position": [
3440,
280
],
"parameters": {
"text": "=RFP document \"{{ $('Set Variables').item.json.title }}\" completed!",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "name",
"value": "RFP-channel"
},
"otherOptions": {}
},
"credentials": {
"slackApi": {
"id": "VfK3js0YdqBdQLGP",
"name": "Slack account"
}
},
"typeVersion": 2.1
},
{
"id": "391d7e07-2a6d-4c4d-bf42-9cc5466cc1b5",
"name": "E-Mail-Benachrichtigung senden",
"type": "n8n-nodes-base.gmail",
"position": [
3240,
280
],
"parameters": {
"sendTo": "={{ $('Set Variables').item.json.reply_to }}",
"message": "=Your RFP document \"{{ $('Set Variables').item.json.title }}\" is now complete!",
"options": {},
"subject": "=RFP Questionnaire \"{{ $('Set Variables').item.json.title }}\" Completed!",
"emailType": "text"
},
"credentials": {
"gmailOAuth2": {
"id": "Sf5Gfl9NiFTNXFWb",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "34115f45-21ff-49a0-95f4-1fed53b53583",
"name": "Metadaten zum Antwortdokument hinzufügen",
"type": "n8n-nodes-base.googleDocs",
"position": [
1600,
340
],
"parameters": {
"actionsUi": {
"actionFields": [
{
"text": "=Title: {{ $('Set Variables').item.json.doc_title }}\nDate generated: {{ $now.format(\"yyyy-MM-dd @ hh:mm\") }}\nRequested by: {{ $('Set Variables').item.json.reply_to }}\nExecution Id: http://localhost:5678/workflow/{{ $workflow.id }}/executions/{{ $execution.id }}\n\n---\n\n",
"action": "insert"
}
]
},
"operation": "update",
"documentURL": "={{ $json.id }}"
},
"credentials": {
"googleDocsOAuth2Api": {
"id": "V0G0vi1DRj7Cqbp9",
"name": "Google Docs account"
}
},
"typeVersion": 2
},
{
"id": "f285d896-ba15-4f8a-b041-7cbcbe2e1050",
"name": "Notizzettel6",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 192.30781285767205,
"height": 306.5264325350084,
"content": "\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n🚨**Required**\n* Use a tool such as Postman to send data to the webhook."
},
"typeVersion": 1
},
{
"id": "b6e4e40e-b10b-48f2-bfe2-1ad38b1c6518",
"name": "Frage & Antwort im Antwortdokument erfassen",
"type": "n8n-nodes-base.googleDocs",
"position": [
2940,
460
],
"parameters": {
"actionsUi": {
"actionFields": [
{
"text": "={{ $runIndex+1 }}. {{ $json.content }}\n{{ $json.output }}\n\n",
"action": "insert"
}
]
},
"operation": "update",
"documentURL": "={{ $('Create new RFP Response Document').item.json.id }}"
},
"credentials": {
"googleDocsOAuth2Api": {
"id": "V0G0vi1DRj7Cqbp9",
"name": "Google Docs account"
}
},
"typeVersion": 2
},
{
"id": "ae8cc28f-4fd3-41d7-8a30-2675f58d1067",
"name": "Notizzettel7",
"type": "n8n-nodes-base.stickyNote",
"position": [
2600,
440
],
"parameters": {
"width": 306.8994213707367,
"height": 481.01365258903786,
"content": "\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n🚨**Required**\nYou'll need to create an OpenAI Assistant to use this workflow.\n* Sign up for [OpenAI Dashboard](https://platform.openai.com) if you haven't already.\n* Create an [OpenAI Assistant](https://platform.openai.com/playground/assistants)\n* Upload the [example company doc](https://drive.google.com/file/d/16WywCYcxBgYHXB3TY3wXUTyfyG2n_BA0/view?usp=sharing) to the assistant.\n\nThe assistant will use the company doc to answer the questions."
},
"typeVersion": 1
},
{
"id": "81825554-5cbe-469b-8511-a92d5ea165cb",
"name": "Notizzettel8",
"type": "n8n-nodes-base.stickyNote",
"position": [
3200,
460
],
"parameters": {
"width": 386.79263167741857,
"height": 94.04968721739164,
"content": "🚨**Required**\n* Update the email address to send to in Gmail Node.\n* Update the channel and message for Slack."
},
"typeVersion": 1
},
{
"id": "25a57ca0-6789-499c-873b-07aba40530ed",
"name": "Frage mit Kontext beantworten",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
2620,
460
],
"parameters": {
"text": "={{ $json.response.text }}",
"prompt": "define",
"options": {},
"resource": "assistant",
"assistantId": {
"__rl": true,
"mode": "list",
"value": "asst_QBI5lLKOsjktr3DRB4MwrgZd",
"cachedResultName": "Nexus Digital Solutions Bot"
}
},
"credentials": {
"openAiApi": {
"id": "8gccIjcuf3gvaoEr",
"name": "OpenAi account"
}
},
"typeVersion": 1.3
},
{
"id": "1b4cc83b-a793-47c1-9dd6-0d7484db07b4",
"name": "Auf Anfrage warten",
"type": "n8n-nodes-base.webhook",
"position": [
823,
278
],
"webhookId": "35e874df-2904-494e-a9f5-5a3f20f517f8",
"parameters": {
"path": "35e874df-2904-494e-a9f5-5a3f20f517f8",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2
},
{
"id": "2f97e3e6-c100-4045-bcb3-6fbd17cfb420",
"name": "Fragen aus RFP extrahieren",
"type": "@n8n/n8n-nodes-langchain.chainLlm",
"position": [
1960,
380
],
"parameters": {
"text": "=You have been given a RFP document as part of a tender process of a buyer. Please extract all questions intended for the supplier. You must ensure the questions extracted are exactly has they are written in the RFP document.\n\n<RFP>{{ $('Get RFP Data').item.json.text }}<RFP>",
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 1.4
},
{
"id": "4945b975-ac84-406e-8482-44cfa5679ef9",
"name": "Notizzettel9",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"color": 5,
"width": 529.9947173986736,
"height": 157.64231937074243,
"content": "### Example Webhook Request\ncurl --location 'https://<n8n_webhook_url>' \\\n--form 'id=\"RFP001\"' \\\n--form 'title=\"BlueChip Travel and StarBus Web Services\"' \\\n--form 'reply_to=\"jim@example.com\"' \\\n--form 'data=@\"k9pnbALxX/RFP Questionnaire.pdf\"'\n"
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
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"ai_languageModel": [
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"ai_outputParser": [
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"25a57ca0-6789-499c-873b-07aba40530ed": {
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}
}Wie verwende ich diesen Workflow?
Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.
Für welche Szenarien ist dieser Workflow geeignet?
Experte - Künstliche Intelligenz
Ist es kostenpflichtig?
Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.
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Jimleuk
@jimleukFreelance consultant based in the UK specialising in AI-powered automations. I work with select clients tackling their most challenging projects. For business enquiries, send me an email at hello@jimle.uk LinkedIn: https://www.linkedin.com/in/jimleuk/ X/Twitter: https://x.com/jimle_uk
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