OpenAIアシスタントによるRFPフローの自動化

上級

これはAI分野の自動化ワークフローで、23個のノードを含みます。主にSet, Gmail, Slack, Webhook, GoogleDocsなどのノードを使用、AI技術を活用したスマート自動化を実現。 OpenAIアシスタントを使用してRFP処理を自動化

前提条件
  • Googleアカウント + Gmail API認証情報
  • Slack Bot Token または Webhook URL
  • HTTP Webhookエンドポイント(n8nが自動生成)
  • OpenAI API Key

カテゴリー

ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
  "meta": {
    "instanceId": "26ba763460b97c249b82942b23b6384876dfeb9327513332e743c5f6219c2b8e"
  },
  "nodes": [
    {
      "id": "51dbe3b4-42f6-43c9-85dc-42ae49be6ba9",
      "name": "RFPデータの取得",
      "type": "n8n-nodes-base.extractFromFile",
      "position": [
        1003,
        278
      ],
      "parameters": {
        "options": {},
        "operation": "pdf"
      },
      "typeVersion": 1
    },
    {
      "id": "c42e6bfc-a426-4d12-bf95-f3fe6e944631",
      "name": "項目リスト出力パーサー",
      "type": "@n8n/n8n-nodes-langchain.outputParserItemList",
      "position": [
        2140,
        540
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 1
    },
    {
      "id": "1703e9c3-f49e-4272-ad11-0b9d4e9a76c6",
      "name": "各質問に対して...",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        2460,
        340
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "a54fa4ee-6f67-41a9-89fe-fd9f2bf094de",
      "name": "付箋",
      "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": "変数の設定",
      "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": "付箋1",
      "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": "新しいRFP回答ドキュメントの作成",
      "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": "付箋2",
      "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": "付箋3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2380,
        84.66944065837868
      ],
      "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 チャットモデル",
      "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": "付箋4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        300,
        60
      ],
      "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": "付箋5",
      "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": "チャット通知の送信",
      "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": "メール通知の送信",
      "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": "回答ドキュメントへのメタデータ追加",
      "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": "付箋6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        783,
        238
      ],
      "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": "回答ドキュメントへの質問と回答の記録",
      "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": "付箋7",
      "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": "付箋8",
      "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": "コンテキストを使用した質問への回答",
      "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": "リクエストの待機",
      "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": "RFPからの質問の抽出",
      "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": "付箋9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        760,
        600
      ],
      "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": {},
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よくある質問

このワークフローの使い方は?

上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。

このワークフローはどんな場面に適していますか?

上級 - 人工知能

有料ですか?

このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス(OpenAI APIなど)は別途料金が発生する場合があります。

ワークフロー情報
難易度
上級
ノード数23
カテゴリー1
ノードタイプ12
難易度説明

上級者向け、16ノード以上の複雑なワークフロー

作成者
Jimleuk

Jimleuk

@jimleuk

Freelance 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

外部リンク
n8n.ioで表示

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カテゴリー

カテゴリー: 34