Generate client quotes from call transcripts with Claude/GPT, Google Drive, and PandaDoc

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Built by Hugo Le Poole Hugo Le Poole
Created on June 15, 2026

Description

Who is this for?
Agencies, consultants, and service providers who conduct discovery calls and need to quickly turn conversations into professional proposals.

What it does:
This workflow transforms meeting transcripts into complete, professional quotes using a sophisticated multi-agent AI architecture. It handles the entire quote lifecycle: from transcript analysis to client signature and onboarding.

How it works:
Trigger: Google Drive detects a new VTT/transcript file in a designated folder
Extraction: The transcript is cleaned and parsed, then matched with calendar data to identify the client
AI Analysis: A main orchestrator agent analyzes the call and delegates tasks to specialized sub-agents:
SOW Agent: Generates problems, solutions, and action items
Pricing Agent: Creates competitive pricing based on service catalog and market research
Document Creation: PandaDoc API creates the quote with all tokens populated
Review & Approval: Quote is sent to Slack for human review with approve/reject buttons
Delivery: Approved quotes are sent via Gmail with custom HTML templates
Post-Signature: Webhook triggers CRM update and welcome email upon signature

Key Features:
Multi-agent architecture with specialized AI agents
Automatic pricing calculation with 80%+ margin targeting
Market research integration via Perplexity API
Human-in-the-loop approval via Slack
Professional HTML email templates
CRM integration (Notion) for client status tracking

Requirements
Google Drive account (for transcript storage)
Google Calendar (for meeting context)
PandaDoc account (for quote generation)
OpenRouter API (for LLM access - Claude/GPT models)
Perplexity API (for market research)
Slack workspace (for approval workflow)
Gmail account (for client communication)
Notion database (for CRM)

Setup Instructions
Configure Google Drive trigger folder
Set up PandaDoc template with required tokens
Add API credentials for OpenRouter and Perplexity
Connect Slack workspace for approval notifications
Configure Gmail for outbound emails
Set up Notion CRM database with required properties

Nodes Used (15)

AI Agent
@n8n/n8n-nodes-langchain.agent
AI Agent Tool
@n8n/n8n-nodes-langchain.agentTool
Calculator
@n8n/n8n-nodes-langchain.toolCalculator
Call n8n Workflow Tool
@n8n/n8n-nodes-langchain.toolWorkflow
Code
n8n-nodes-base.code
Gmail
n8n-nodes-base.gmail
Google Calendar
n8n-nodes-base.googleCalendar
Google Drive
n8n-nodes-base.googleDrive
HTTP Request
n8n-nodes-base.httpRequest
Notion
n8n-nodes-base.notion
OpenRouter Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenRouter
Simple Memory
@n8n/n8n-nodes-langchain.memoryBufferWindow
Slack
n8n-nodes-base.slack
Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured
Think Tool
@n8n/n8n-nodes-langchain.toolThink