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.

  1. Open your Telegram app (mobile or desktop).
  2. Search for our quote bot **@AI_pressupost_agent_xc_bot** or click here: Access the Quote Bot.
  3. 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.
  4. 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.
  5. 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;

Clients

ID Name Address CIF/NIF Postal Code City Email Phone Contact Person Discount Notes

Services/Products

ID Description Unit Notes