curl --location 'https://<n8n_webhook_url>' \
--form 'id="RFP001"' \
--form 'title="BlueChip Travel and StarBus Web Services"' \
--form 'reply_to="jim@example.com"' \
--form 'data=@"k9pnbALxX/RFP Questionnaire.pdf"'

Automate RFP Process with OpenAI Assistants

This n8n workflow automates the handling of Request for Proposal (RFP) documents. It listens for incoming RFPs via a webhook, extracts their content, processes them using OpenAI's language models, and then notifies a Slack channel with key information and a generated response.

What it does

This workflow streamlines the RFP response process by:

1. Receiving RFPs: It starts by listening for incoming RFP documents via a webhook.
2. Extracting Content: It extracts the text content from the received file (e.g., PDF, Word document).
3. Setting Initial Data: It prepares the extracted content for further processing by setting it into a structured format.
4. Generating Responses (LLM Chain): It leverages an OpenAI Chat Model within a LangChain Basic LLM Chain to generate a preliminary response or extract key information from the RFP.
5. Parsing Output: It uses an Item List Output Parser to structure the generated response into a usable list format.
6. Looping for Further Processing: It can loop over items (e.g., individual questions or sections of the RFP) for more granular processing if needed.
7. Sending Notifications: Finally, it sends a notification to a designated Slack channel with the extracted RFP details and the generated response.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running n8n instance.
• OpenAI API Key: An API key for OpenAI to utilize its language models. Configure this as a credential in n8n for the "OpenAI Chat Model" and "OpenAI" nodes.
• Slack Account: A Slack workspace and a channel where notifications will be sent. Configure this as a credential in n8n for the "Slack" node.
• Google Docs (Optional): While a Google Docs node is present, it's not actively connected in the provided JSON. If intended for use, a Google account with access to Google Docs will be required.
• Gmail (Optional): Similarly, a Gmail node is present but not connected. If intended for use, a Gmail account will be required.

Setup/Usage

1. Import the Workflow:
   • Download the provided JSON file.
   • In your n8n instance, go to "Workflows" and click "New Workflow".
   • Click the three-dot menu in the top right and select "Import from JSON".
   • Paste the workflow JSON or upload the file.
2. Configure Credentials:
   • Locate the "OpenAI Chat Model" and "OpenAI" nodes and configure your OpenAI API key credential.
   • Locate the "Slack" node and configure your Slack API credential, specifying the channel to post to.
3. Configure Webhook:
   • The "Webhook" node will provide a unique URL once activated. Copy this URL.
   • Configure your external system (e.g., a form submission, an email parser, a document management system) to send RFP documents to this webhook URL. Ensure the document is sent as binary data or a link within the webhook payload for the "Extract from File" node to process it correctly.
4. Activate the Workflow:
   • Once all credentials and configurations are set, activate the workflow by toggling the "Active" switch in the top right corner of the workflow editor.

The workflow will now automatically process incoming RFPs and send notifications to Slack.