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Recurring order proposal agent

With one click on a company page, this agent shows the products the company buys almost every week but has not ordered yet this week. Answer yes and it puts them on a draft quote.

To get these proposals every Monday without a click, for the companies you choose, use Recurring order proposals. It follows the same rule.

In short
Where you use itOn the page of a company in the Sales Hub, behind the Workflows button
StartsWith a click on the agent. You answer in the same dialog
Changes in PropellerCreates a draft quote, after your yes
Uses AINo. The order history decides
TextsEnglish or Dutch, a setting
Runs in n8nOne per click and one per answer
DifficultyEasy

What you get​

The agent is in the list of agents for a company. When no product is bought often enough, it says so:

The AI Agents dialog on a company page with the answer of the recurring order proposal: no product is bought regularly enough

A proposal reads like this:

Example B.V. buys these products almost every week and has not ordered them yet in week 2026-W40:
20x ECG electrodes, box of 50 (ABC-123)
6x Ultrasound gel 250 ml (ABC-456)
Shall I create a draft quote for Sam Jansen? Answer yes or no.

Type yes and the agent creates a draft quote for the contact who placed the latest order of the company. You find it under the quotes of the company. Type no and nothing happens.

What you need​

  • An n8n account with the credential Propeller API key. See Set up n8n.
  • An API key with Owner access on Order Data and Viewer access on User management and Product Data.
  • Backoffice access and the Configuration role with Owner access, to register the agent.

How it works​

The workflow reads the orders of the company of the last 13 weeks. A product is proposed when both are true:

  • the company bought it in at least 4 different weeks
  • the company bought it in at least half of the weeks in which it ordered at all

A product the company bought this week or in the last 3 days is left out. The quantity is the middle one of the weekly quantities. Products without a price for this customer stay off the quote.

Good to know

The workflows and agents in the Agent Hub are free to use and adapt. They are examples, not supported product features. Test them in a test environment and check the results before you use them on real customers.

Install it​

Install a workflow from the library explains each step.

  1. Import the file into n8n.
  2. Check that the eight nodes that talk to Propeller use the credential Propeller API key.
  3. Open the Settings node and check PURCHASE_STATUSES and CHANNEL_ID. See the table below.
  4. Follow Register the agent in Propeller with the values below.
  5. Open a company in the Sales Hub, click Workflows and click the agent.
FieldValue
TriggerButton
Interaction modeMulti turn, so a colleague can answer yes or no
PlacementsSales Hub · Company, the page of a company in the Sales Hub

The agent answers with a proposal, or with "No proposal" and the reason, for example that the company has no orders in the period. A yes creates a real quote, so test with a company you know.

Make it yours​

SettingDefaultWhat it does
PURCHASE_STATUSESNEW, CONFIRMED, VALIDATED, ARCHIVEDThe statuses that count as an order. See Fill in order status codes
CHANNEL_ID1The channel the quote is created in. The number is in the Id column under Shops & Channels > Channels
QUOTE_STATUS'DRAFT_QUOTATION'The status the new quote gets. DRAFT_QUOTATION is the code of Draft Quote
LANGUAGE'EN'The language of the answers and the product names: 'EN' or 'NL'

Limits​

  • The company needs an address, a contact and orders in the last 13 weeks. Without them the agent gives no proposal and says why.
  • A company with more than 2,000 orders in the period gets no proposal.
  • The agent only works on a company page.