Generate Comprehensive Client Brief Reports with Llama 3 AI & Google Workspace

Description

How It Works

Trigger:
The workflow starts automatically when a new file (PDF, DOCX, or TXT) is uploaded to a specific Google Drive folder for client briefs.

Configuration:
The workflow sets up key variables, such as the folder for storing reports, the account manager’s email, the tracking Google Sheet, and the error notification email.

File Type Check & Text Extraction:
It checks the file type and extracts the text using the appropriate method for PDF, DOCX, or TXT files.

Extraction Validation:
If text extraction fails or the file is empty, an error notification is sent to the designated email.

AI Analysis:
The extracted text is analyzed using Groq AI (Llama 3 model) to summarize the brief, extract client needs, goals, challenges, and more.

Industry Research:
The workflow performs additional AI-powered research on the client’s industry and project type, using Wikipedia and Google Search tools.

Report Generation:
The analysis and research are combined into a comprehensive, formatted report.

Google Doc Creation:
The report is saved as a new Google Doc in a specified folder.

Logging:
Key details are logged in a Google Sheet for tracking and record-keeping.

Notification:
The account manager receives an email with highlights and a link to the full report.

Error Handling:
If any step fails (e.g., text extraction), an error email is sent with troubleshooting advice.

Setup Steps

Google Drive Folders:
Create a folder for incoming client briefs.
Create a folder for storing generated client summary reports.

Google Sheet:
Create a Google Sheet with a sheet/tab named “Brief Analysis Log” for tracking analysis results.

Google Cloud Project:
Set up a Google Cloud project and enable APIs for Google Drive, Google Docs, Google Sheets, and Gmail.
Create OAuth2 credentials for n8n and connect them in your n8n instance.

Groq AI Credentials:
Obtain API credentials for Groq AI and add them to n8n.

SerpAPI (Optional, for Google Search):
If using Google Search in research, get a SerpAPI key and add it to n8n.

n8n Workflow Configuration:

In the “Workflow Configuration” node, set the following variables:
clientSummariesFolderId: Google Drive folder ID for reports.
accountManagerEmail: Email address to notify.
trackingSheetId: Google Sheet ID for logging.
errorNotificationEmail: Email for error alerts.

Connect All Required Credentials:

Make sure all Google and AI nodes have the correct credentials selected in n8n.
Test the Workflow:

Upload a sample client brief to the monitored Google Drive folder.
Check that the workflow runs, generates a report, logs the result, and sends the notification email.