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

Multi-Agent Architecture Free Bootstrap Template for Beginners

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