Automatización del proceso de RFP con el asistente de OpenAI

Avanzado

Este es unAIflujo de automatización del dominio deautomatización que contiene 23 nodos.Utiliza principalmente nodos como Set, Gmail, Slack, Webhook, GoogleDocs, combinando tecnología de inteligencia artificial para lograr automatización inteligente. Automatización del proceso de RFP con asistente de OpenAI

Requisitos previos
  • Cuenta de Google y credenciales de API de Gmail
  • Bot Token de Slack o URL de Webhook
  • Punto final de HTTP Webhook (n8n generará automáticamente)
  • Clave de API de OpenAI
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "meta": {
    "instanceId": "26ba763460b97c249b82942b23b6384876dfeb9327513332e743c5f6219c2b8e"
  },
  "nodes": [
    {
      "id": "51dbe3b4-42f6-43c9-85dc-42ae49be6ba9",
      "name": "Obtener Datos RFP",
      "type": "n8n-nodes-base.extractFromFile",
      "position": [
        1003,
        278
      ],
      "parameters": {
        "options": {},
        "operation": "pdf"
      },
      "typeVersion": 1
    },
    {
      "id": "c42e6bfc-a426-4d12-bf95-f3fe6e944631",
      "name": "Analizador de Salida de Lista de Ítems",
      "type": "@n8n/n8n-nodes-langchain.outputParserItemList",
      "position": [
        2140,
        540
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 1
    },
    {
      "id": "1703e9c3-f49e-4272-ad11-0b9d4e9a76c6",
      "name": "Para Cada Pregunta...",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        2460,
        340
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "a54fa4ee-6f67-41a9-89fe-fd9f2bf094de",
      "name": "Nota Adhesiva",
      "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": "Establecer Variables",
      "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": "Nota Adhesiva1",
      "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": "Crear Nuevo Documento de Respuesta RFP",
      "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": "Nota Adhesiva2",
      "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": "Nota Adhesiva3",
      "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 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": "Nota Adhesiva4",
      "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": "Nota Adhesiva5",
      "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": "Enviar Notificación de Chat",
      "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": "Enviar Notificación por Correo",
      "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": "Agregar Metadatos al Documento de Respuesta",
      "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": "Nota Adhesiva6",
      "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": "Registrar Pregunta y Respuesta en el Documento",
      "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": "Nota Adhesiva7",
      "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": "Nota Adhesiva8",
      "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": "Responder Pregunta con Contexto",
      "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": "Esperar Solicitud",
      "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": "Extraer Preguntas del RFP",
      "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": "Nota Adhesiva9",
      "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": {},
  "connections": {
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Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Avanzado - Inteligencia Artificial

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Avanzado
Número de nodos23
Categoría1
Tipos de nodos12
Descripción de la dificultad

Adecuado para usuarios avanzados, flujos de trabajo complejos con 16+ nodos

Autor
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

Enlaces externos
Ver en n8n.io

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Categorías

Categorías: 34