Automatisierung der Annahme von Freelancer-Projekten mit Jotform und Gemini

Fortgeschritten

Dies ist ein Automatisierungsworkflow mit 9 Nodes. Hauptsächlich werden If, Gmail, GoogleSheets, GoogleDocsTool, JotFormTrigger und andere Nodes verwendet. Automatisierung der Annahme und individuellen Angebotserstellung für Freelancer-Projekte mit Jotform und Gemini

Voraussetzungen
  • Google-Konto + Gmail API-Anmeldedaten
  • Google Sheets API-Anmeldedaten
  • Google Gemini API Key

Kategorie

-
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
  "meta": {
    "instanceId": "93f396852104089b8670e7494b0f3668b420464668ae4a8c1d6b4b5799f8e3ef",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "4bce3ca7-ca59-429f-b557-fb5a04c07e4c",
      "name": "JotForm Trigger",
      "type": "n8n-nodes-base.jotFormTrigger",
      "position": [
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      ],
      "webhookId": "c1255bf1-40f1-457c-bc9f-4d9fe3775436",
      "parameters": {
        "form": "252853173448059"
      },
      "credentials": {
        "jotFormApi": {
          "id": "I2Xm5wbkEW1qEJC5",
          "name": "JotForm account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "664711e2-b28f-4d94-9820-62941cabb465",
      "name": "KI-Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
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      ],
      "parameters": {
        "text": "=You are an **AI Freelance Proposal Generator**, an advanced automation agent for a digital freelance agency.\n\nYour primary goal is to analyze a new **freelance project inquiry** from a form submission, create a **custom proposal**, and generate a structured JSON response containing the proposal and a personalized email.\n\nYou have access to one essential tool:\n\n**Tool Name:** My Freelance Document\n\n**Description:** When called, this tool retrieves the latest content of our Google Doc, which includes all freelance services, deliverables, pricing structures, and standard project ranges in INR. You must treat this as the single source of truth for proposal generation and pricing alignment.\n\n---\n\n### Workflow\n\n**Fetch Internal Data:**\nFirst, call the My Freelance Document tool to load our service catalog and pricing guide.\n\n**Analyze Client Request:**\nRead and interpret the client’s project requirements from the form submission provided below.\n\n**Generate Custom Proposal:**\nCompare the client’s needs, goals, and budget (if provided) against the data from the document. Based on the alignment, generate a concise, structured JSON response that includes the summary, proposal content, and email details.\n\n---\n\n### Crucial Safety Rules\n\n* Your first action **must** be to call the My Freelance Document tool.\n* If this tool fails or the document cannot be accessed, stop immediately and output an error message stating the internal guide is unavailable.\n* Your final output must contain only the **single valid JSON object** defined in the Output Specification.\n* Do **not** include explanations, conversational text, or any formatting outside the JSON block.\n\n---\n\n### Output Specification\n\nThe output must be a valid JSON object. Use `'NAN'` for missing or inapplicable fields instead of empty strings.\n\n```json\n{\n  \"project_type\": \"aligned\" | \"partially_aligned\" | \"misaligned\",\n  \"confidence\": \"An integer from 0-100\",\n  \"summary\": \"A concise summary of the client's project goals.\",\n  \"budget\": \"Extracted client budget in INR, or 'NAN' if not provided.\",\n  \"proposal_quality\": \"high\" | \"medium\" | \"low\",\n  \"next_action\": \"Send proposal\" | \"Needs clarification\" | \"Out of scope\",\n  \"email_subject\": \"A compelling proposal email subject, or 'NAN' if out of scope.\",\n  \"email_template\": \"An HTML-formatted proposal email string, or 'NAN' if out of scope.\"\n}\n```\n\n---\n\n### Logic for Each Field\n\n**project_type:** Determine if the client’s requested project fits our offerings. “aligned” if it directly matches our services and pricing; “partially_aligned” if it fits but needs budget adjustment; “misaligned” if it’s unrelated or unrealistic.\n\n**confidence:** Confidence level (0–100) in your project_type classification.\n\n**summary:** 1–2 line summary describing the client’s project intent.\n\n**budget:** Extract the budget mentioned in INR. If not present, return `'NAN'`.\n\n**proposal_quality:** Rate proposal alignment based on how clearly the client’s goals and budget fit our documented offerings.\n\n**next_action:** Suggest what the sales or freelance team should do next based on your assessment.\n\n**email_subject:** Write a concise and engaging subject line for the proposal email. If project_type is “misaligned,” return `'NAN'`.\n\n**email_template:**\n\n* If project_type is “aligned” or “partially_aligned”: write a professional HTML proposal email.\n* If the client’s budget matches our pricing, send an enthusiastic proposal and suggest a meeting or next step.\n* If the budget is too low, generate a polite and strategic negotiation email emphasizing value and deliverables.\n* If project_type is “misaligned,” return `'NAN'`.\n\n---\n\n### Client Form Submission Data\n\n**Explain Your Requirement in depth:**\n{{ $json[\"Explain Your Requirement in depth\"] }}\n\n**Name:**\n{{ $json['Your Full Name'].first }} {{ $json['Your Full Name'].last }}\n\n**Email ID:**\n{{ $json['Your Email Address'] }}\n\n**Phone Number:**\n{{ $json['Your Phone Number'].full }}\n\n**Company Name:**\n{{ $json['Your Company Name (Optional)'] }}\n",
        "options": {},
        "promptType": "define",
        "hasOutputParser": true
      },
      "typeVersion": 2.2
    },
    {
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      "name": "If",
      "type": "n8n-nodes-base.if",
      "position": [
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        -128
      ],
      "parameters": {
        "options": {
          "ignoreCase": true
        },
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": false,
            "typeValidation": "strict"
          },
          "combinator": "or",
          "conditions": [
            {
              "id": "f39c3db4-83fa-4be6-9573-c76cba3905a9",
              "operator": {
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.project_type }}",
              "rightValue": "aligned"
            },
            {
              "id": "b914018a-909d-4b13-83e7-1ceaee823c16",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.project_type }}",
              "rightValue": "partially_aligned"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "0d24224b-7b75-459f-9239-34d56ee200fb",
      "name": "Zeile in Tabelle anhängen/aktualisieren",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        144,
        -128
      ],
      "parameters": {
        "columns": {
          "value": {
            "Email": "={{ $('JotForm Trigger').item.json['Your Email Address'] }}",
            "summary": "={{ $json.output.summary }}",
            "Full Name": "={{ $('JotForm Trigger').item.json['Your Full Name'].first }} {{ $('JotForm Trigger').item.json['Your Full Name'].last }}",
            "confidence": "={{ $json.output.confidence }}",
            "Requirement": "={{ $('JotForm Trigger').item.json['Explain Your Requirement in depth'] }}",
            "Phone number": "={{ $('JotForm Trigger').item.json['Your Phone Number'].full }}",
            "project_type": "={{ $json.output.project_type }}",
            "Email Subject": "={{ $json.output.email_subject }}",
            "budget if any": "={{ $json.output.budget }}",
            "AI generated Email body": "={{ $json.output.email_template }}"
          },
          "schema": [
            {
              "id": "Full Name",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Full Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Email",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Phone number",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Phone number",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Requirement",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Requirement",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "project_type",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "project_type",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "confidence",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "confidence",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "summary",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "summary",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "budget if any",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "budget if any",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Email Subject",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Email Subject",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "AI generated Email body",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "AI generated Email body",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [
            "Email"
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "appendOrUpdate",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1gg-xBRO93bPg41PDqOx_V_OtokWljHAf0IgIWsWgUls/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1gg-xBRO93bPg41PDqOx_V_OtokWljHAf0IgIWsWgUls",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1gg-xBRO93bPg41PDqOx_V_OtokWljHAf0IgIWsWgUls/edit?usp=drivesdk",
          "cachedResultName": "Freelance Project Proposal"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "vemTjHgIvPJgj9C5",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 4.7
    },
    {
      "id": "2e31a538-e669-4ef3-9bf7-ba9a34550de9",
      "name": "Google Gemini Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini",
      "position": [
        -416,
        80
      ],
      "parameters": {
        "options": {}
      },
      "credentials": {
        "googlePalmApi": {
          "id": "qsaK3VMNWQDWLweQ",
          "name": "Google Gemini(PaLM) Api account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "6a3bfee5-d41a-412e-aee1-d32b987c960e",
      "name": "Mein Freiberuflich-Dokument",
      "type": "n8n-nodes-base.googleDocsTool",
      "position": [
        -128,
        96
      ],
      "parameters": {
        "operation": "get",
        "documentURL": "=",
        "authentication": "serviceAccount",
        "descriptionType": "manual",
        "toolDescription": "This Google document will have what are the freelancing services i am providing and what are my priorities and what's my typical budget for this and all"
      },
      "credentials": {
        "googleApi": {
          "id": "mYRmmCMyWcLawmcE",
          "name": "Google Service Account account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "469d2cd8-2c4b-4e91-9b91-1bcb920a5624",
      "name": "Structured Output Parser",
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "position": [
        16,
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      ],
      "parameters": {
        "jsonSchemaExample": "{\n  \"project_type\": \"aligned\",\n  \"confidence\": 0,\n  \"summary\": \"A concise summary of the client's project goals.\",\n  \"budget\": \"NAN\",\n  \"proposal_quality\": \"medium\",\n  \"next_action\": \"Send proposal\",\n  \"email_subject\": \"your email subject goes here\",\n  \"email_template\": \"your-html-email-template-goes here\"\n}"
      },
      "typeVersion": 1.3
    },
    {
      "id": "76dce5c2-8f6d-417d-aac5-229d06cf097a",
      "name": "Nachricht senden",
      "type": "n8n-nodes-base.gmail",
      "position": [
        672,
        -144
      ],
      "webhookId": "0d0c0d05-d8d3-4b9e-a8ed-970c2a9852c7",
      "parameters": {
        "sendTo": "={{ $json.Email }}",
        "message": "={{ $json['AI generated Email body'] }}",
        "options": {
          "appendAttribution": false
        },
        "subject": "={{ $json['Email Subject'] }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "wreuF4NMkPPxXkKm",
          "name": "Abhiram.bvb"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "300c2c00-cdc4-44eb-b0fc-ffb899b28362",
      "name": "Haftnotiz",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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        -352
      ],
      "parameters": {
        "width": 1622,
        "height": 640,
        "content": "## This is how this works:\n* A client submits a project inquiry via a JotForm, triggering the automation.\n* An AI agent analyzes the request, references your services document, and generates a custom proposal and email.\n* The client's details and the generated proposal are logged or updated in a Google Sheet CRM.\n* After a quick validity check, the personalized proposal is automatically sent to the client's inbox via Gmail."
      },
      "typeVersion": 1
    }
  ],
  "pinData": {},
  "connections": {
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}
Häufig gestellte Fragen

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?

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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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Node-Typen9
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