Demo: Automated Quotes with Telegram and n8n
This demo illustrates a system for automated quote creation that streamlines the entire process, from data collection to final document generation.
Quote System Capabilities:
- Generate professional quote documents based on customized templates.
- Automatically calculate prices based on your rates and services.
- Integrate with your CRM or other tools to fetch client data (if applicable).
- Easily track sent quotes and their status.
How to Interact with the Demo:
The main interaction for creating and managing quotes in this demo is done via a Telegram bot. This webpage will show you the updated data.
- Open your Telegram app (mobile or desktop).
- Search for our quote bot **@AI_pressupost_agent_xc_bot** or click here: Access the Quote Bot.
- Once inside the bot, type the command `/start` to begin the conversation. Then, you can interact by sending a text message or even a voice note with your request.
- The bot will automatically recognize the client and the services or products you mention, searching among those it has defined. If a client or product doesn't exist, it will be marked as unknown or without a price.
- After you’ve provided the quote data, the bot will reply with a PDF file generated automatically. This document will include the client and the services or products you've specified.
The following tables are a fixed reference with the Clients and Services/Products available for the demo.
Quote System Flow:
graph LR
USUARI["👤
PERSONA"] <--> TELEGRAM["📱
Bot Telegram"]; TELEGRAM <--> MAIN_LOGIC{"⚙️🧠
AI"}; subgraph "Consultes de Dades" direction TB // Top to Bottom per a aquest subgraf MAIN_LOGIC --> CLIENTS["📄
Clients"]; MAIN_LOGIC --> SERVEIS["🛠️
Serveis/Productes"]; end MAIN_LOGIC --> PRESSUPOSTOS["📝
Pressupost FINAL"]; %% Estils (pots reutilitzar els que ja tenies o ajustar-los) classDef userNode fill:#0A2A4E,stroke:#FFA500,stroke-width:2px,color:#f0f4f8,font-family:'Exo 2',sans-serif,fontSize:14px; classDef botNode fill:#1C3D5A,stroke:#007BFF,stroke-width:2px,color:#f0f4f8,font-family:'Exo 2',sans-serif,fontSize:14px; classDef logicNode fill:#1f3c5f,stroke:#00f5d4,stroke-width:2px,color:#f0f4f8,font-family:'Exo 2',sans-serif,fontSize:16px; classDef dataQueryNode fill:#0A2A4E,stroke:#6c757d,stroke-width:1.5px,color:#f0f4f8,font-family:'Exo 2',sans-serif,fontSize:12px; classDef finalOutputNode fill:#0A2A4E,stroke:#FFA500,stroke-width:2.5px,color:#f0f4f8,font-family:'Exo 2',sans-serif,fontSize:14px; class USUARI userNode; class TELEGRAM botNode; class MAIN_LOGIC logicNode; class CLIENTS,SERVEIS dataQueryNode; class PRESSUPOSTOS finalOutputNode;
PERSONA"] <--> TELEGRAM["📱
Bot Telegram"]; TELEGRAM <--> MAIN_LOGIC{"⚙️🧠
AI"}; subgraph "Consultes de Dades" direction TB // Top to Bottom per a aquest subgraf MAIN_LOGIC --> CLIENTS["📄
Clients"]; MAIN_LOGIC --> SERVEIS["🛠️
Serveis/Productes"]; end MAIN_LOGIC --> PRESSUPOSTOS["📝
Pressupost FINAL"]; %% Estils (pots reutilitzar els que ja tenies o ajustar-los) classDef userNode fill:#0A2A4E,stroke:#FFA500,stroke-width:2px,color:#f0f4f8,font-family:'Exo 2',sans-serif,fontSize:14px; classDef botNode fill:#1C3D5A,stroke:#007BFF,stroke-width:2px,color:#f0f4f8,font-family:'Exo 2',sans-serif,fontSize:14px; classDef logicNode fill:#1f3c5f,stroke:#00f5d4,stroke-width:2px,color:#f0f4f8,font-family:'Exo 2',sans-serif,fontSize:16px; classDef dataQueryNode fill:#0A2A4E,stroke:#6c757d,stroke-width:1.5px,color:#f0f4f8,font-family:'Exo 2',sans-serif,fontSize:12px; classDef finalOutputNode fill:#0A2A4E,stroke:#FFA500,stroke-width:2.5px,color:#f0f4f8,font-family:'Exo 2',sans-serif,fontSize:14px; class USUARI userNode; class TELEGRAM botNode; class MAIN_LOGIC logicNode; class CLIENTS,SERVEIS dataQueryNode; class PRESSUPOSTOS finalOutputNode;
Clients
ID | Name | Address | CIF/NIF | Postal Code | City | Phone | Contact Person | Discount | Notes |
---|
Services/Products
ID | Description | Unit | Notes |
---|