Collaborative Sales Planning with Multi-Agent AI, Google Docs, and Slack

Description

Multi-Agent Architecture Free Bootstrap Template for Beginners


Free template to learn and reuse a multi-agent architecture in n8n. The company metaphor: a CEO (orchestrator) delegates to Marketing, Operations, Finance to produce a short sales-season plan, export it to PDF, and share it.

Who’s it for
Builders who want a clear, minimal pattern for multi-agent orchestration in n8n.
Teams demoing/teaching agent collaboration with one coordinator + three specialists.
Anyone needing a repeatable template to generate plans from multiple “departments”.

How it works / What it does
Trigger (Manual) — Click Execute workflow to start.
Edit Fields — Provide brief inputs (company, products, dates, constraints, channels, goals).
CEO Agent (Orchestrator) — Reads the brief, calls 3 tool agents once, merges results, resolves conflicts.
Marketing Agent — Proposes top campaigns + channels + content calendar.
Operations Agent — Outlines inventory/staffing readiness, fulfillment steps, risks.
Finance Agent — Suggests pricing/discounts, budget split, targets.
Compose Document — CEO produces Markdown; node converts to Google Doc → PDF.
Share — Upload the PDF to Slack (or Drive) for review.

Outputs
Markdown plan** with sections (Summary, Timeline, Marketing, Ops, Pricing, Risks, Next Actions).
Compact JSON** for automation (campaigns, budget, dates, actions).
PDF** file for stakeholders.

How to set up
Add credentials
OpenAI (or your LLM provider) for all agents.
Google (Drive/Docs) to create the document and export PDF.
Slack (optional) to upload/share the PDF.
Map nodes (suggested)
When clicking ‘Execute workflow’ → Edit Fields (form with: company, products, audience, start_date, end_date, channels, constraints, metrics).
CEO Agent (AI Tool Node) → calls Marketing Agent, Operations Agent, Finance Agent (AI Tool Nodes).
Configure metadata (doc title from company + window).
Create document file (Google Docs API) with CEO Markdown.
Convert to PDF (export).
Upload a file (Slack) to share.
Prompts (drop-in)
CEO (system): orchestrate 3 tools; request concise JSON+Markdown; merge & resolve; output sections + JSON.
Marketing / Operations / Finance (system): each returns a small JSON per its scope (campaigns/calendar; staffing/steps/risks; discounts/budget/targets).
Test — Run once; verify the PDF and Slack message.

Requirements
n8n (current version with AI Tool Node).
LLM credentials (e.g., OpenAI).
Google credentials for Docs/Drive (to create & export).
Optional Slack bot token for file uploads.

How to customize the workflow
Swap roles**: Replace departments (e.g., Product, Legal, Support) or add more tool agents.
Change outputs: Export to **DOCX/HTML/Notion; add a cover page; attach brand styles.
Approval step: Insert **Slack “Send & Wait” before PDF generation for review/edits.
Data grounding**: Add RAG (Sheets/DB/Docs) so agents cite inventory, pricing, or past campaign KPIs.
Automation JSON**: Extend the schema to match your CRM/PM tool and push next_actions into Jira/Asana.
Scheduling: Replace manual trigger with a **cron (weekly/monthly planning).
Localization**: Add a Translation agent or set language via input field.
Guardrails**: Add length limits, cost caps (max tokens), and validation on agent JSON.