Who is this workflow for? Manage and evaluate thousands of daily pitch decks efficiently with our comprehensive n8n workflow template. This solution integrates AI Vision, a sophisticated chatbot, and the QDrant Vector Store to streamline data extraction, analysis, and interaction, enabling swift identification of promising startups..

What does this workflow do?

  • Data Ingestion: Pitch decks are stored in Airtable, where PDFs are uploaded and organized.
  • AI Vision Processing: An AI Vision model transcribes each page of the pitch deck into markdown format.
  • Information Extraction: An information extractor generates detailed reports from the transcribed markdown, updating essential data back into the Airtable database.
  • Vector Store Integration: The transcribed markdown is uploaded to QDrant Vector Store, creating a foundation for the AI-powered chatbot.
  • Interactive Chatbot: Users can interact with the chatbot to query and retrieve detailed information about each pitch deck, enabling deeper insights and informed decision-making.

🤖 Why Use This Automation Workflow?

  • Automated Data Extraction: Rapidly parse complex pitch decks, minimizing manual effort and accelerating the evaluation process.
  • Intelligent Search and Retrieval: Leverage vector-based storage for precise and relevant information retrieval through natural language queries.
  • Scalable Solution: Handle large volumes of pitch decks seamlessly, ensuring consistent performance as your organization grows.

👨‍💻 Who is This Workflow For?

This workflow is ideal for tech startup accelerators, venture capital firms, and innovation hubs that receive a high volume of pitch decks. It is designed for teams seeking to enhance their deal flow management through automation and advanced AI capabilities.

🎯 Use Cases

  1. Startup Accelerators: Streamline the evaluation process by automatically extracting key metrics and insights from numerous pitch decks.
  2. Venture Capital Firms: Efficiently identify and analyze potential investment opportunities through automated data processing and intelligent querying.
  3. Innovation Hubs: Manage and assess a large influx of proposals and applications with ease, ensuring no promising startup is overlooked.

TL;DR

Our n8n workflow template leverages advanced AI technologies to automate the processing and analysis of pitch decks. By integrating AI Vision, data extraction, and a vector-based chatbot, this solution empowers tech accelerators and similar organizations to efficiently scale their deal flow management and uncover high-potential startups effortlessly.

Requirements

  • OpenAI: For large language model capabilities.
  • Airtable: Serves as the database and interface for managing pitch decks.
  • Qdrant: Utilized for vector storage to support the AI chatbot.

Customizing This Workflow

Enhance this workflow by integrating additional AI agents to validate claims made in pitch decks, such as verifying LinkedIn profiles, tracking page visits, analyzing reviews, and more.

Integrations

Supports integration with Google Sheets, HTTP Requests, Twilio, WhatsApp, Merge, Microsoft Excel, Gmail, and other platforms to extend functionality and streamline operations.

How To Use

  • Duplicate Airtable: Make a duplicate of the provided Airtable template and ensure all necessary columns are in place before running the workflow.
  • Upload Pitch Decks: Enter the company name in the Name column and upload the PDF in the File column. Leave other columns blank initially.
  • Trigger Workflow: If the Airtable trigger is active, the workflow will execute automatically upon file upload. Otherwise, manually trigger the workflow to process all new pitch decks.
  • Process Execution: Each new pitch deck will be handled as a separate execution, ensuring efficient and organized processing.

Sample Airtable

Access the sample Airtable here.

Getting Started

Ensure you have n8n version 1.62.1 or higher installed. Follow the steps outlined above to set up and customize the workflow according to your organization’s needs.

Conclusion

Optimize your deal flow management with our AI-driven n8n workflow template. By automating the processing and analysis of pitch decks, you can focus on identifying and supporting the most promising startups, driving growth and success for your accelerator program.

Help us find the best n8n templates

About

A curated directory of the best n8n templates for workflow automations.