Automate Service Quotes with Gmail & Telegram Approval

Streamline Service Quote Approvals with Automated PDF Generation and Telegram Control

Transform your service business operations with this powerful n8n workflow that automatically generates customer quotes as PDFs while maintaining complete owner control through Telegram approval gates. Perfect for trade contractors, facility managers, and service providers who want to scale their quoting process without losing oversight.

What This Workflow Does

This automation captures quote requests through multiple channels and intelligently routes them based on AI classification:

• Multi-channel intake: Accepts requests from Tally forms embedded on your website or direct API calls from Voice AI agents via webhook
• Smart AI classification: GPT automatically categorizes requests into six types: single-family quotes, multi-family quotes, management matters, emergencies, on-site appointments, and special requests
• Telegram approval system: Quote-requiring requests generate draft PDFs using PDFMonkey, then send approval requests to business owners via Telegram before customer delivery
• Automated delivery: Approved quotes are automatically sent to customers via Gmail, while rejected quotes are discarded
• Direct notification routing: Non-quote requests (emergencies, appointments, etc.) trigger immediate Telegram alerts and structured Gmail notifications to relevant inboxes

Use Cases

• Roofing contractors automating estimate delivery while maintaining quality control
• Plumbing services managing emergency calls and routine quote requests
• Cleaning companies processing facility management quotes with owner approval
• Electricians handling both Voice AI-generated leads and web form submissions
• Service businesses wanting to delegate operations without losing quote approval authority

Technical Details

Built using essential n8n nodes including webhook triggers, switch routing, if conditions, set operations, and code execution. Integrates seamlessly with Gmail for email delivery, Telegram for approval workflows, PDFMonkey for document generation, and Tally forms for lead capture. The workflow includes payload normalization and validity checking to ensure reliable data processing across all input channels.