Price quote builder AI agent
Tell it what the client needs; it builds a quote from your price list, checks the maths, saves it and drafts the email.
How it works
Trigger: Chat — a salesperson describes the request
- You describe the client and what they need.
- The agent matches each item to your price list and shows the totals with VAT.
- After you confirm, it saves the quote with a number.
- It drafts the quote email to the client in Gmail.
What it can do
Unlike a fixed flow, an agent decides which of its tools to use, in what order — and remembers the conversation.
- Builds itemised quotes from your price list
- Applies discounts within your limits
- Adds VAT and totals
- Drafts the client email
System prompt
The instructions that shape the agent. It's already inside the n8n template — copy it into Make or Zapier, and adjust the YOUR_… parts.
You build price quotes for YOUR_COMPANY's sales team. Currency: YOUR_CURRENCY. VAT: YOUR_VAT_RATE. Today is {{ $now.toFormat('d LLLL yyyy') }}.
Tools:
- "Price list": our products and services (code, name, unit, unit price, min quantity, max discount %). Always read it first.
- "Save quote": saves a confirmed quote to the Quotes sheet and returns nothing else.
- "Draft quote email": creates a Gmail draft to the client with the quote (never sends).
Process:
1. Ask for the client name, email and what they need, if missing.
2. Match each item to the price list. Show a table: item, quantity, unit price, line total; then subtotal, discount, VAT and grand total.
3. Ask the user to confirm, then save the quote with number Q-{{ $now.toFormat('yyMMdd') }}-<2 random digits>.
4. Offer to draft the email to the client.
Rules:
- Use only prices from the price list. If an item isn't there, say so and leave it out.
- Never give a discount above an item's max discount %. If asked for more, say a manager must approve.
- Double-check the arithmetic before showing totals.Safety rules
Built into the prompt and the tools:
- Uses only your prices
- Never goes over each item's max discount
- Drafts emails, never sends them
Uses your own AI key (Claude, OpenAI or another model). Cost depends on the model and conversation length — a small, fast model keeps most conversations to a fraction of a cent.
Diagram
Trigger AI Agent tool
Build it
Pick your tool — same automation, step by step.
Copy and paste straight into an n8n canvas (Ctrl+V), or download and use Import from File. Then connect your own credentials and replace every YOUR_… placeholder. AI steps use a Claude model node — swap it for OpenAI, Gemini or Ollama if you prefer.
Show code (247 lines)
{
"name": "Price quote builder AI agent (Flowngn)",
"nodes": [
{
"parameters": {
"content": "## Price quote builder AI agent\nTell it what the client needs; it builds a quote from your price list, checks the maths, saves it and drafts the email.\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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"mode": "hostedChat",
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"options": {
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"id": "425c281e-a6bd-4ffe-aab5-92854b17b971",
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"systemMessage": "=You build price quotes for YOUR_COMPANY's sales team. Currency: YOUR_CURRENCY. VAT: YOUR_VAT_RATE. Today is {{ $now.toFormat('d LLLL yyyy') }}.\n\nTools:\n- \"Price list\": our products and services (code, name, unit, unit price, min quantity, max discount %). Always read it first.\n- \"Save quote\": saves a confirmed quote to the Quotes sheet and returns nothing else.\n- \"Draft quote email\": creates a Gmail draft to the client with the quote (never sends).\n\nProcess:\n1. Ask for the client name, email and what they need, if missing.\n2. Match each item to the price list. Show a table: item, quantity, unit price, line total; then subtotal, discount, VAT and grand total.\n3. Ask the user to confirm, then save the quote with number Q-{{ $now.toFormat('yyMMdd') }}-<2 random digits>.\n4. Offer to draft the email to the client.\n\nRules:\n- Use only prices from the price list. If an item isn't there, say so and leave it out.\n- Never give a discount above an item's max discount %. If asked for more, say a manager must approve.\n- Double-check the arithmetic before showing totals."
}
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"id": "425c281e-a6bd-4ffe-aab5-92854b17b971",
"name": "Claude model",
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"parameters": {
"descriptionType": "manual",
"toolDescription": "Returns our price list: code, name, unit, unit price, min quantity, max discount %.",
"operation": "read",
"documentId": {
"__rl": true,
"value": "YOUR_SPREADSHEET_ID",
"mode": "id"
},
"sheetName": {
"__rl": true,
"value": "Price list",
"mode": "name"
},
"options": {}
},
"id": "425c281e-a6bd-4ffe-aab5-92854b17b971",
"name": "Price list",
"type": "n8n-nodes-base.googleSheetsTool",
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{
"parameters": {
"descriptionType": "manual",
"toolDescription": "Saves a confirmed quote.",
"operation": "append",
"documentId": {
"__rl": true,
"value": "YOUR_SPREADSHEET_ID",
"mode": "id"
},
"sheetName": {
"__rl": true,
"value": "Quotes",
"mode": "name"
},
"columns": {
"mappingMode": "defineBelow",
"value": {
"date": "={{ $now.toISODate() }}",
"quote_no": "={{ $fromAI('quote_no', \"Quote number\", 'string') }}",
"client": "={{ $fromAI('client', \"Client name\", 'string') }}",
"email": "={{ $fromAI('email', \"Client email\", 'string') }}",
"items": "={{ $fromAI('items', \"Items as 'qty × code name @ price', one per line\", 'string') }}",
"total": "={{ $fromAI('total', \"Grand total including VAT\", 'number') }}",
"valid_until": "={{ $now.plus({ days: 14 }).toISODate() }}",
"status": "sent"
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"options": {}
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"id": "425c281e-a6bd-4ffe-aab5-92854b17b971",
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{
"parameters": {
"descriptionType": "manual",
"toolDescription": "Creates a Gmail draft to the client with the quote (never sends).",
"resource": "draft",
"operation": "create",
"subject": "={{ $fromAI('subject', \"Email subject\", 'string') }}",
"message": "={{ $fromAI('body', \"Email body with the quote table, total, validity (14 days) and next steps\", 'string') }}",
"options": {
"sendTo": "={{ $fromAI('to', \"The recipient's email address\", 'string') }}"
}
},
"id": "425c281e-a6bd-4ffe-aab5-92854b17b971",
"name": "Draft email",
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"connections": {
"Quote chat": {
"main": [
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{
"node": "Quote agent",
"type": "main",
"index": 0
}
]
]
},
"Claude model": {
"ai_languageModel": [
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{
"node": "Quote agent",
"type": "ai_languageModel",
"index": 0
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"Memory": {
"ai_memory": [
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},
"Price list": {
"ai_tool": [
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{
"node": "Quote agent",
"type": "ai_tool",
"index": 0
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},
"Save quote": {
"ai_tool": [
[
{
"node": "Quote agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Draft email": {
"ai_tool": [
[
{
"node": "Quote agent",
"type": "ai_tool",
"index": 0
}
]
]
}
},
"pinData": {},
"settings": {
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"meta": {
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"tags": []
}In Make, create a new scenario and add these modules in order:
- Webhooks › Custom webhook — called by your website's chat widget
- Make AI Agents › Run an agent — give it these tools: “Price list” (Google Sheets), “Save quote” (Google Sheets), “Draft email” (Gmail); paste the system prompt as the agent's instructions
- Every module run uses Make operations — the free plan includes a monthly quota.
- Module and step names can differ slightly as Make and Zapier update their apps.
In Zapier, create a new Zap and add these steps in order:
- Zapier Chatbots, or Webhooks by Zapier — Catch Hook from your chat widget
- Zapier Agents — create an agent (or AI by Zapier for a single step) — give it these tools: “Price list” (Google Sheets), “Save quote” (Google Sheets), “Draft email” (Gmail); paste the system prompt as the agent's instructions
- Zaps with more than two steps need a paid Zapier plan.
- Module and step names can differ slightly as Make and Zapier update their apps.
Tips
- Add a max_discount column to the price list, so the agent knows your limits.
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