Slack Mention CPQ Draft Quotes with n8n + OpenAI

Turn Slack @mentions into priced TurboQuote draft quotes—automatically

This n8n workflow listens for Slack @mentions, uses OpenAI to identify requested items from your message, pulls matching products from your TurboDocx / TurboQuote catalog, then creates a priced draft quote for an existing customer and posts a review link back to Slack.

What this workflow does

• Triggers on Slack mentions using the Slack app_mention event in your chosen channel.
• Loads your TurboQuote product catalog from TurboDocx and provides it to an OpenAI-powered agent for catalog matching.
• Extracts the customer name and requested items from the Slack message with OpenAI, then searches the catalog for matching products.
• Attaches authoritative list prices by joining selected product IDs back to the catalog, calculating totals, and tracking any unmatched or unpriced items.
• If priced items exist, searches TurboQuote for the customer company, retrieves its primary contact, and then creates a draft TurboQuote quote with line items.
• Posts the quote number, total, and internal review link back to the originating Slack channel—or posts an error when nothing is priced or the customer is not found.

Use cases

• Sales or support teams ask for quotes in Slack (“@bot We need 10 units of X for Acme”).
• Fast internal quoting: draft TurboQuote quotes are generated for existing customers without manual catalog lookup.
• Improve review workflow by sending colleagues a direct internal link from Slack.

Technical details

• n8n nodes: if, set, code, limit, slack, aggregate
• Integrations: Slack (app_mention + chat:write), OpenAI Chat Model, TurboDocx/TurboQuote via the @turbodocx/n8n-nodes-turbodocx community node
• Auth/config: self-hosted n8n, Slack credentials + mention event permissions, OpenAI API credential, TurboDocx/TurboQuote credentials