Get Started
Back to Templates

Collaborative Sales Planning with Multi-Agent AI, Google Docs, and Slack

Created by

Created by: Trung Tran || trungtran

Trung Tran

Last update

Last update 2 days ago

Categories

Share

Multi-Agent Architecture Free Bootstrap Template for Beginners

Watch the video

Free template to learn and reuse a multi-agent architecture in n8n. The company metaphor: a CEO (orchestrator) delegates to Marketing, Operations, Finance to produce a short sales-season plan, export it to PDF, and share it.

Who’s it for

  • Builders who want a clear, minimal pattern for multi-agent orchestration in n8n.
  • Teams demoing/teaching agent collaboration with one coordinator + three specialists.
  • Anyone needing a repeatable template to generate plans from multiple “departments”.

How it works / What it does

  1. Trigger (Manual) — Click Execute workflow to start.
  2. Edit Fields — Provide brief inputs (company, products, dates, constraints, channels, goals).
  3. CEO Agent (Orchestrator) — Reads the brief, calls 3 tool agents once, merges results, resolves conflicts.
  4. Marketing Agent — Proposes top campaigns + channels + content calendar.
  5. Operations Agent — Outlines inventory/staffing readiness, fulfillment steps, risks.
  6. Finance Agent — Suggests pricing/discounts, budget split, targets.
  7. Compose Document — CEO produces Markdown; node converts to Google Doc → PDF.
  8. Share — Upload the PDF to Slack (or Drive) for review.

Outputs

  • Markdown plan with sections (Summary, Timeline, Marketing, Ops, Pricing, Risks, Next Actions).
  • Compact JSON for automation (campaigns, budget, dates, actions).
  • PDF file for stakeholders.

How to set up

  1. Add credentials
    • OpenAI (or your LLM provider) for all agents.
    • Google (Drive/Docs) to create the document and export PDF.
    • Slack (optional) to upload/share the PDF.
  2. Map nodes (suggested)
    • When clicking ‘Execute workflow’ → Edit Fields (form with: company, products, audience, start_date, end_date, channels, constraints, metrics).
    • CEO Agent (AI Tool Node) → calls Marketing Agent, Operations Agent, Finance Agent (AI Tool Nodes).
    • Configure metadata (doc title from company + window).
    • Create document file (Google Docs API) with CEO Markdown.
    • Convert to PDF (export).
    • Upload a file (Slack) to share.
  3. Prompts (drop-in)
    • CEO (system): orchestrate 3 tools; request concise JSON+Markdown; merge & resolve; output sections + JSON.
    • Marketing / Operations / Finance (system): each returns a small JSON per its scope (campaigns/calendar; staffing/steps/risks; discounts/budget/targets).
  4. Test — Run once; verify the PDF and Slack message.

Requirements

  • n8n (current version with AI Tool Node).
  • LLM credentials (e.g., OpenAI).
  • Google credentials for Docs/Drive (to create & export).
  • Optional Slack bot token for file uploads.

How to customize the workflow

  • Swap roles: Replace departments (e.g., Product, Legal, Support) or add more tool agents.
  • Change outputs: Export to DOCX/HTML/Notion; add a cover page; attach brand styles.
  • Approval step: Insert Slack “Send & Wait” before PDF generation for review/edits.
  • Data grounding: Add RAG (Sheets/DB/Docs) so agents cite inventory, pricing, or past campaign KPIs.
  • Automation JSON: Extend the schema to match your CRM/PM tool and push next_actions into Jira/Asana.
  • Scheduling: Replace manual trigger with a cron (weekly/monthly planning).
  • Localization: Add a Translation agent or set language via input field.
  • Guardrails: Add length limits, cost caps (max tokens), and validation on agent JSON.