I built a human-reviewed quote follow-up workflow using Google Sheets, Gemini and Gmail

Hi everyone,

I built this workflow around a common problem for small service businesses: quotes remain in a spreadsheet, but follow-ups are inconsistent or forgotten.

The workflow:

  • Reads quote records from Google Sheets

  • Selects only Open or Waiting quotes whose follow-up date is due

  • Uses Gemini to prepare a personalised follow-up message based on the quote details, notes and preferred tone

  • Creates a Gmail draft only—it never sends an email automatically

  • Writes the draft date, status, subject and Gmail draft ID back to the matching spreadsheet row

  • Prevents duplicate drafts when the workflow runs again

For testing, I used four sample quotes. Three were due for follow-up, so the workflow created three Gmail drafts and updated the corresponding three rows. When I ran it again, it created zero duplicate drafts.

I deliberately kept human review in the process. The user can review the recipient, subject and message in Gmail before deciding whether to send it.

I have packaged the tested workflow as a paid downloadable template. It includes the n8n workflow, a Google Sheets-compatible sample workbook, setup instructions, testing guidance and troubleshooting notes.

More information is available here:

I would be interested in feedback from other n8n users, particularly around the duplicate-prevention approach and any additional quote-management fields you would include.

1 curtida

great work