neKey

Playbook 6

Hire a Team

A commercial quote request goes to a manager AI with three specialists: a Researcher, a Writer, and a Checker. The Writer gets the price wrong. The Checker catches it, cites the rule, and sends it back. A person sees only the corrected quote.

  • About 15 minutes
  • Level: a team of agents
  • Needs: n8n, AI key,
The clip from the talkComing soon. The steps below work without it.

What you are building

The Manager runs the job in order: research, write, check, and if the check fails, rewrite and check again. Each specialist has one narrow job and only the tools it needs. The Writer's template has no line for discounts, on purpose. That is the planned mistake.

The workflow
Main pathWhat an AI step usesStarts the run
Click any stepto see what it does in plain English.

File: . Change your setup and the diagram and file change with it.

Build it

0 steps done

  1. Load the handbook

    Run Load the handbook in Playbook 2. The prices and discount rules are in Section 13.

  2. Import and connect

    • AI model (shared by all four agents) and Embeddings: as before.
    • Send to Marcus: Teams, inbound-drafts.Slack, #inbound-drafts.your credential, sending to . Marcus is the Pinelands service manager who approves commercial quotes.

    past_jobs needs no setup: the five past jobs are written into the step itself, so you can open it and read them.

  3. Send the quote request

    Open Commercial quote request, click Test step, and fill in the form:

    C01Form: Name Alex P., Company Cedar Run Plaza

    We manage Cedar Run Plaza, a six-tenant strip center in Camden County. Our three 10-ton rooftop units are original to the building, and we'd like to replace all three in one day this spring. Can you send pricing? Alex P.

    Expect: First draft totals $63,500 (no multi-unit discount). The Checker rejects it. Final: $58,724.

    This run takes longer, often a minute or two: four agents are taking turns.

  4. Read the log: watch the hand-offs

    Open the run in Executions and click Manager. Follow the calls in order:

    • The Researcher returns unit prices, crane and permit costs, and the past jobs.
    • The Writer drafts the quote: 3 units at $19,900, crane $1,850, permits $1,950, total $63,500.
    • The Checker rejects it: the Section 13 multi-unit discount (8% here, $4,776) is missing, and past job J-2026-012 shows it applied.
    • The Writer corrects it. The Checker approves $58,724.

    Then check the Teams channel#inbound-draftsyour team inbox: Marcus gets only the checked quote, plus one line on who did what. The difference is $4,776, caught before any person saw it.

  5. Change one thing: the discount rule

    Open Checker and add to its instructions: The multi-unit discount is 10%, not 8%. Run C01 again and read what happens. Does the Checker follow your new rule or the handbook? Which should win in your business, and where should that rule live? (Answer: in one place, the handbook, so people and AI read the same source.) Undo the change when you are done.

Try this next

Give the Writer a discount line. Add - Discount (if any) to the Writer's template and run again. The first draft is now right, and the Checker approves on the first pass. Fixing the template beats catching the same mistake forever.

Bring it home

Which document in your business gets drafted by one person and checked by another, with rules that live in someone's head? Quotes, change orders, proposals, onboarding packets. Write down the checker's rules, the ones your most careful person applies. Those rules, written down, are worth more than any model.

If something goes wrong

The first draft is already correct

Good models sometimes apply the discount anyway. You still get to see the Checker approve it with its reasoning. To reproduce the miss, try a smaller model.

It stops with "max iterations reached"

The Manager ran out of turns. Open Manager's options and raise the max iterations, or use a stronger model. Read the log to see where the loop got stuck.

The total is still wrong after checking

Read the Checker's step in the log. If it did math without calling the Calculator, add to its instructions: Always use the calculator; never do arithmetic in your head.