Templates / Generate RFP proposal drafts from Google Drive with Groq AI, Salesforce and Slack

Generate RFP proposal drafts from Google Drive with Groq AI, Salesforce and Slack

Needs changes

by WeblineIndia ✓ · 78 views · created 2026-04-27 · Document Extraction, AI RAG

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.

What to replace before upgrading

Removed in 3.0Replace with
AI Agent v1 (old agent modes)
AI Extract RFP Requirements (v1.7), AI Generate Proposal Draft (v1.7)
Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.

Nodes used (12)

Google DriveAI AgentGroq Chat ModelSalesforceGoogle DocsSlack

What it does

RFP Automation Workflow with Google Drive, Groq AI (LLaMA 3), Salesforce & Slack > Automate Your Entire RFP Lifecycle This workflow automatically detects new RFP documents uploaded to Google Drive, extracts key requirements using Groq AI (LLaMA 3), generates a complete proposal draft, stores it in Google Docs, creates a Salesforce opportunity, assigns a review task and notifies your team via Slack. Quick Implementation Steps 1. Connect your Google Drive, Groq API, Salesforce, Google Docs and Slack accounts in n8n 2. Set your RFP Intake Folder ID in the trigger node 3. Set a separate Knowledge Base folder for past proposals 4. Customize your company profile in the AI proposal generator node 5. Activate the workflow 6. Upload an RFP → Everything runs automatically What It Does This workflow fully automates the end-to-end process of handling RFP (Request for Proposal) documents. When a new file is uploaded to a specific Google Drive folder, the workflow immediately triggers and downloads the document. It then extracts text from the file and prepares structured metadata such as file name, URL and timestamp. Using Groq-powered AI (LLaMA 3), the workflow analyzes the document and converts unstructured RFP content into structured JSON data. This includes critical fields like client name, project scope, deadlines, budget, technical requirements and evaluation criteria. The workflow ensures that even imperfect AI outputs are safely parsed and normalized. Next, the workflow enhances proposal quality by referencing past proposals stored in a separate knowledge base folder. It then generates a complete, professional proposal draft tailored to the extracted requirements. Finally, it stores outputs in Google Docs and Salesforce, assigns a review task and notifies the team via Slack—ensuring no RFP is missed and every response is standardized. Who It's For - IT services companies handling frequent RFP submissions - Consulting firms responding to client proposals - Digital agencies managing multiple bids - Sales and business development teams - Enterprises looking to standardize proposal creation Requirements To use this workflow, you need: - n8n account (self-hosted or cloud) - Google Drive account - RFP Intake Folder - Knowledge Base Folder (past proposals) - Groq API Key - Salesforce account - Opportunity + Task access - Google Docs account - Slack workspace How It Works & Set Up Step 1: Google Drive Trigger Setup - Configure Watch RFP Upload Folder node - Replace with your RFP Intake Folder ID - Trigger: fileCreated Step 2: File Processing - The workflow: - Downloads the uploaded file - Extracts text (PDF supported) - Prepares metadata (file name, ID, URL, timestamp) Step 3: AI Requirement Extraction - Configure Groq API credentials - Model used: llama-3.3-70b-versatile - Extracts structured data such as: - Client name - Project scope - Budget & deadlines - Technical requirements Step 4: Clean & Parse Output - Code node ensures: - JSON is valid - Markdown artifacts are removed - Fallback structure is used if parsing fails Step 5: Knowledge Base Integration - Configure Fetch Past Proposals (KB) node - Replace with your separate Knowledge Base folder ID - Fetches previous proposal documents for reference Step 6: AI Proposal Generation - Uses extracted requirements + KB context - Generates a full proposal with sections: - Executive Summary - Solution - Timeline - Pricing - Team - Customize company details inside prompt Step 7: Output Storage - Saves proposal to Google Docs - Creates Salesforce Opportunity with: - Name - Deadline - Value - Description Step 8: Task Creation & Notification - Creates a Salesforce Task for review - Sends notification to Slack channel How To Customize Nodes AI Nodes - Change model (e.g., Mixtral, LLaMA variants) - Adjust temperature: - 0.1 → structured extraction - 0.7 → creative writing Proposal Generator - Update: - Company name - Services - Strengths - Modify proposal sections if needed Salesforce Node - Map

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