{"product_id":"slack-mention-cpq-draft-quotes-with-n8n-openai","title":"Slack Mention CPQ Draft Quotes with n8n + OpenAI","description":"\u003ch3\u003eTurn Slack @mentions into priced TurboQuote draft quotes—automatically\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow listens for \u003cstrong\u003eSlack @mentions\u003c\/strong\u003e, uses \u003cstrong\u003eOpenAI\u003c\/strong\u003e to identify requested items from your message, pulls matching products from your \u003cstrong\u003eTurboDocx \/ TurboQuote catalog\u003c\/strong\u003e, then creates a \u003cstrong\u003epriced draft quote\u003c\/strong\u003e for an existing customer and posts a review link back to Slack.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eTriggers on Slack mentions\u003c\/strong\u003e using the Slack \u003cem\u003eapp_mention\u003c\/em\u003e event in your chosen channel.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eLoads your TurboQuote product catalog\u003c\/strong\u003e from \u003cstrong\u003eTurboDocx\u003c\/strong\u003e and provides it to an OpenAI-powered agent for catalog matching.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eExtracts the customer name and requested items\u003c\/strong\u003e from the Slack message with OpenAI, then \u003cstrong\u003esearches the catalog\u003c\/strong\u003e for matching products.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAttaches authoritative list prices\u003c\/strong\u003e by joining selected product IDs back to the catalog, calculating totals, and tracking any unmatched or unpriced items.\u003c\/li\u003e\n  \u003cli\u003eIf priced items exist, \u003cstrong\u003esearches TurboQuote for the customer company\u003c\/strong\u003e, retrieves its \u003cstrong\u003eprimary contact\u003c\/strong\u003e, and then \u003cstrong\u003ecreates a draft TurboQuote quote\u003c\/strong\u003e with line items.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePosts the quote number, total, and internal review link\u003c\/strong\u003e back to the originating Slack channel—or posts an \u003cstrong\u003eerror\u003c\/strong\u003e when nothing is priced or the customer is not found.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eSales or support teams ask for quotes in Slack (“@bot We need 10 units of X for Acme”).\u003c\/li\u003e\n  \u003cli\u003eFast internal quoting: draft TurboQuote quotes are generated for existing customers without manual catalog lookup.\u003c\/li\u003e\n  \u003cli\u003eImprove review workflow by sending colleagues a direct internal link from Slack.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes:\u003c\/strong\u003e if, set, code, limit, slack, aggregate\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIntegrations:\u003c\/strong\u003e Slack (app_mention + chat:write), OpenAI Chat Model, TurboDocx\/TurboQuote via the \u003cem\u003e@turbodocx\/n8n-nodes-turbodocx\u003c\/em\u003e community node\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAuth\/config:\u003c\/strong\u003e self-hosted n8n, Slack credentials + mention event permissions, OpenAI API credential, TurboDocx\/TurboQuote credentials\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45895371423923,"sku":"N8N-18658","price":39.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/MyqgEowFmvldeeIRaHCZ8_dYugaGyE.png?v=1787648974","url":"https:\/\/buyflowscripts.com\/products\/slack-mention-cpq-draft-quotes-with-n8n-openai","provider":"N8N Commerce","version":"1.0","type":"link"}