وكيل ذكي لكتابة عروض العملاء

صف العميل ومشكلته؛ يكتب الوكيل عرضًا من خدماتك ودراسات الحالة ثم يكتب مسودة البريد.

وكيل ذكيمتقدم توفّر ~12 ساعة شهريًا وكلاء الذكاء الاصطناعيبواسطة فريق Flowngn

تعمل مع n8n · Make · Zapier

كيف تعمل

المشغّل: محادثة — تصف العميل
  1. تصف العميل وهدفه وميزانيته وموعده.
  2. يختار الوكيل الخدمات المناسبة ودراسات الحالة ذات الصلة.
  3. يكتب العرض لتراجعه.
  4. بعد الموافقة، يحفظه ويكتب مسودة البريد للعميل.

ماذا يستطيع أن يفعل

على عكس الأتمتة الثابتة، يقرر الوكيل أي أدواته يستخدم وبأي ترتيب — ويتذكر المحادثة.

  • يكتب العروض بالعربية أو الإنجليزية
  • يستخدم أسعارك ونتائجك الحقيقية
  • يحفظ كل عرض للمتابعة
  • يكتب مسودة بريد العميل

التعليمات (System prompt)

التعليمات التي تشكّل سلوك الوكيل. موجودة بالفعل داخل قالب n8n — انسخها إلى Make أو Zapier، وعدّل أجزاء YOUR_….

التعليمات (System prompt)
You write client proposals for YOUR_COMPANY. Today is {{ $now.toFormat('d LLLL yyyy') }}.

Tools:
- "Services": what we offer (service, description, price or price range, typical timeline).
- "Case studies": past projects (client type, problem, what we did, result). Use only these as proof.
- "Save proposal": saves the approved proposal to the Proposals sheet.
- "Draft email": creates a Gmail draft to the client with the proposal (never sends).

Process:
1. Ask for: the client, their problem and goal, budget if known, and deadline.
2. Write the proposal: the client's situation in their words, our approach, scope and deliverables, timeline, price (from Services), 1–2 relevant case studies, and next steps.
3. Show it and ask for changes. Save and draft the email only after approval.

Rules:
- Never invent results, clients, prices or guarantees.
- Write in the client's language (Arabic or English) and keep it under 600 words.
- Flag anything outside our services instead of promising it.

قواعد الأمان

مدمجة في التعليمات والأدوات:

  • لا يخترع نتائج أو عملاء أو ضمانات
  • ينبّه للأعمال خارج خدماتك
  • يكتب مسودات ولا يرسل أبدًا

يستخدم مفتاح الذكاء الاصطناعي الخاص بك (Claude أو OpenAI أو غيرهما). التكلفة تعتمد على النموذج وطول المحادثة — والنموذج الصغير السريع يجعل معظم المحادثات بجزء من السنت.

المخطط

Proposal chatChat TriggerProposal agentAI AgentClaude modelAnthropic Chat Mo…◷MemorySimple MemoryGServicesGoogle Sheets ToolGCase studiesGoogle Sheets ToolGSave proposalGoogle Sheets ToolGDraft emailGmail Tool
مشغّل ذكاء اصطناعي أداة للوكيل

ابنِها بأداتك

اختر أداتك — نفس الأتمتة، خطوة بخطوة.

انسخه والصقه مباشرة في مساحة عمل n8n (Ctrl+V)، أو حمّله واستخدم Import from File. بعد ذلك اربط حساباتك واستبدل كل قيمة تبدأ بـ YOUR_. خطوات الذكاء الاصطناعي تستخدم نموذج Claude، ويمكنك استبداله بـ OpenAI أو Gemini أو Ollama.

ملف Workflow JSON
عرض الكود (282 سطر)
{
  "name": "وكيل ذكي لكتابة عروض العملاء (Flowngn)",
  "nodes": [
    {
      "parameters": {
        "content": "## وكيل ذكي لكتابة عروض العملاء\nصف العميل ومشكلته؛ يكتب الوكيل عرضًا من خدماتك ودراسات الحالة ثم يكتب مسودة البريد.\n\n**Setup**\n1. Open each node and connect your own credentials.\n2. Replace every YOUR_… placeholder.\n3. Test once, then activate.\n\nFree template from Flowngn",
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    {
      "parameters": {
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        "options": {
          "responseMode": "lastNode"
        }
      },
      "id": "43ef6e94-927f-48e4-a5b5-81b75a70b2b9",
      "name": "Proposal chat",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "typeVersion": 1.1,
      "position": [
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      "webhookId": "43ef6e94-927f-48e4-a5b5-81b75a70b2b9"
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    {
      "parameters": {
        "options": {
          "systemMessage": "=You write client proposals for YOUR_COMPANY. Today is {{ $now.toFormat('d LLLL yyyy') }}.\n\nTools:\n- \"Services\": what we offer (service, description, price or price range, typical timeline).\n- \"Case studies\": past projects (client type, problem, what we did, result). Use only these as proof.\n- \"Save proposal\": saves the approved proposal to the Proposals sheet.\n- \"Draft email\": creates a Gmail draft to the client with the proposal (never sends).\n\nProcess:\n1. Ask for: the client, their problem and goal, budget if known, and deadline.\n2. Write the proposal: the client's situation in their words, our approach, scope and deliverables, timeline, price (from Services), 1–2 relevant case studies, and next steps.\n3. Show it and ask for changes. Save and draft the email only after approval.\n\nRules:\n- Never invent results, clients, prices or guarantees.\n- Write in the client's language (Arabic or English) and keep it under 600 words.\n- Flag anything outside our services instead of promising it."
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          "mode": "list"
        },
        "options": {}
      },
      "id": "43ef6e94-927f-48e4-a5b5-81b75a70b2b9",
      "name": "Claude model",
      "type": "@n8n/n8n-nodes-langchain.lmChatAnthropic",
      "typeVersion": 1.3,
      "position": [
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        220
      ]
    },
    {
      "parameters": {
        "contextWindowLength": 10
      },
      "id": "43ef6e94-927f-48e4-a5b5-81b75a70b2b9",
      "name": "Memory",
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "typeVersion": 1.3,
      "position": [
        45,
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      ]
    },
    {
      "parameters": {
        "descriptionType": "manual",
        "toolDescription": "Returns our services with descriptions, prices and timelines.",
        "operation": "read",
        "documentId": {
          "__rl": true,
          "value": "YOUR_SPREADSHEET_ID",
          "mode": "id"
        },
        "sheetName": {
          "__rl": true,
          "value": "Services",
          "mode": "name"
        },
        "options": {}
      },
      "id": "43ef6e94-927f-48e4-a5b5-81b75a70b2b9",
      "name": "Services",
      "type": "n8n-nodes-base.googleSheetsTool",
      "typeVersion": 4.5,
      "position": [
        215,
        220
      ]
    },
    {
      "parameters": {
        "descriptionType": "manual",
        "toolDescription": "Returns our past projects and their results.",
        "operation": "read",
        "documentId": {
          "__rl": true,
          "value": "YOUR_SPREADSHEET_ID",
          "mode": "id"
        },
        "sheetName": {
          "__rl": true,
          "value": "Case studies",
          "mode": "name"
        },
        "options": {}
      },
      "id": "43ef6e94-927f-48e4-a5b5-81b75a70b2b9",
      "name": "Case studies",
      "type": "n8n-nodes-base.googleSheetsTool",
      "typeVersion": 4.5,
      "position": [
        385,
        220
      ]
    },
    {
      "parameters": {
        "descriptionType": "manual",
        "toolDescription": "Saves an approved proposal.",
        "operation": "append",
        "documentId": {
          "__rl": true,
          "value": "YOUR_SPREADSHEET_ID",
          "mode": "id"
        },
        "sheetName": {
          "__rl": true,
          "value": "Proposals",
          "mode": "name"
        },
        "columns": {
          "mappingMode": "defineBelow",
          "value": {
            "date": "={{ $now.toISODate() }}",
            "company": "={{ $fromAI('company', \"Client company\", 'string') }}",
            "contact": "={{ $fromAI('contact', \"Contact person's name\", 'string') }}",
            "email": "={{ $fromAI('email', \"Contact's email\", 'string') }}",
            "value": "={{ $fromAI('value', \"Total proposal value\", 'number') }}",
            "proposal": "={{ $fromAI('proposal', \"The full proposal text\", 'string') }}"
          }
        },
        "options": {}
      },
      "id": "43ef6e94-927f-48e4-a5b5-81b75a70b2b9",
      "name": "Save proposal",
      "type": "n8n-nodes-base.googleSheetsTool",
      "typeVersion": 4.5,
      "position": [
        555,
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      ]
    },
    {
      "parameters": {
        "descriptionType": "manual",
        "toolDescription": "Creates a Gmail draft to the client with the proposal (never sends).",
        "resource": "draft",
        "operation": "create",
        "subject": "={{ $fromAI('subject', \"Email subject\", 'string') }}",
        "message": "={{ $fromAI('body', \"Short email with the proposal below it\", 'string') }}",
        "options": {
          "sendTo": "={{ $fromAI('to', \"The recipient's email address\", 'string') }}"
        }
      },
      "id": "43ef6e94-927f-48e4-a5b5-81b75a70b2b9",
      "name": "Draft email",
      "type": "n8n-nodes-base.gmailTool",
      "typeVersion": 2.1,
      "position": [
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      ]
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  ],
  "connections": {
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        ]
      ]
    },
    "Memory": {
      "ai_memory": [
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          {
            "node": "Proposal agent",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "Services": {
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          {
            "node": "Proposal agent",
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        ]
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    "Case studies": {
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            "node": "Proposal agent",
            "type": "ai_tool",
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    "Save proposal": {
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          {
            "node": "Proposal agent",
            "type": "ai_tool",
            "index": 0
          }
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    },
    "Draft email": {
      "ai_tool": [
        [
          {
            "node": "Proposal agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    }
  },
  "pinData": {},
  "settings": {
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  "meta": {
    "templateCredsSetupCompleted": false
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  "tags": []
}

← افتحها في ساحة التجربة لتعديلها

نصائح

  • اجمعه مع أتمتة متابعة العروض: كلاهما يستخدم جدول Proposals.

أتمتات مشابهة