Gmail Workflows
180 Ergebnisse — ausschließlich quellenverknüpfte n8n-Referenzen
Send weekly Salesforce sales behavior coaching reports with Groq and Gmail
Quick overview This scheduled workflow pulls last week’s Salesforce opportunities, tasks, and events for a specific rep, computes activity and pipeline health metrics, uses Groq (LLM) to generate coaching insights, creates a QuickChart performance chart URL, and emails a weekly behavioral report via Gmail. How it works Runs weekly on a schedule. Retrieves a target Salesforce user and queries that user’s opportunities with activity in the last week. Builds an Opportunity ID list, then pulls related Salesforce Tasks and Events and merges them into a single activity stream alongside the opportunities. Calculates per-opportunity engagement metrics (touches, calls, emails, follow-ups, meetings) and the days since last activity based on activity subjects and dates. Aggregates the opportunity metrics into per-rep totals including revenue, won/lost deals, and a stale-deal count based on activity gaps. Generates a QuickChart URL visualizing weekly activity versus outcomes and sends the rep metrics to Groq to produce structured coaching insights. Combines the chart and AI insights and sends an HTML weekly coaching email through Gmail. Setup Connect Salesforce OAuth2 credentials and set the S
Re-engage dormant real estate leads with Google Sheets, Gemini and Gmail
Quick Overview This workflow runs daily to find dormant real estate leads in Google Sheets, uses Google Gemini to draft personalized winback emails, sends them via Gmail, updates the lead records, and then posts a run summary digest to Gmail and optionally to Slack. How it works Runs every day at 8am on a schedule. Pulls all lead records from a Google Sheets spreadsheet. Filters to leads that have an email address, are not marked “Do Not Contact,” and have not been contacted in at least 30 days. Processes each dormant lead in turn by prompting Google Gemini to generate a short re-engagement email subject and body based on the lead’s name, property interest, and days since last contact. Sends the generated message to the lead via Gmail and updates the corresponding row in Google Sheets (for example, tracking status and re-engagement attempt count). Aggregates the run results and sends a summary digest to a specified Gmail address and to a Slack channel. Setup Connect credentials for Google Sheets, Gmail, and Google Gemini (PaLM) API. Select the Google Sheets document and sheet name for both the lead fetch and lead update steps, and ensure your sheet includes fields like Email, Statu
Screen candidate CVs with Google Gemini, Google Sheets, and Gmail
Quick overview This workflow collects candidate applications via an n8n form, extracts text from uploaded PDF CVs, compares each CV to a job description stored in Google Sheets using Google Gemini (via OpenRouter), logs screening results back to Google Sheets, and creates a Gmail draft email for HR review. How it works Candidate submits the n8n-hosted form with their details and a PDF CV. Two operations run in parallel: CV text is extracted from the uploaded PDF, and the matching Job Description is fetched from Google Sheets using the role the candidate entered. Gemini Flash evaluates the CV against the JD and returns a structured recommendation: Strong Interview, Interview, Borderline, or Do Not Proceed, along with a score, matched skills, gaps, and a plain-text summary. The full screening record is logged to a Screening Results tab in Google Sheets. A Gmail draft is created for HR to review and send: a shortlist notification for Interview and above, a rejection for Borderline and below. Setup Open the Config node and fill in spreadsheet_id, jd_sheet_gid, results_sheet_gid, and company_name. Create two tabs in your Google Sheet: Job Description (columns: job_id, title, department,
Review stale Notion docs with Gmail alerts, Slack reports, and OpenAI
Quick overview This workflow runs every Friday to scan a Notion documentation database for pages not edited in 90+ days, marks them as “Needs review,” emails owners of critical stale docs via Gmail, and uses OpenAI to generate a prioritized weekly review plan that it posts to a Slack channel. How it works Runs every Friday at 10:00 on a schedule. Retrieves all pages from a selected Notion database and calculates how many days it has been since each page was last edited, along with its title, URL, owner email, and importance. Filters the list to only documentation pages that have been untouched for 90 days or more. Updates each stale page in Notion by setting its Status to “Needs review.” Sends a Gmail email to the page owner when the stale document is marked as Critical and an owner email is present. Aggregates all stale documents and sends them to OpenAI to draft a short, risk-ranked weekly docs review plan. Posts the generated review plan to a specified Slack channel. Setup Connect credentials for Notion, Gmail, OpenAI (Chat Model), and Slack. Select your target Notion database in the Notion “getAll” step and ensure it contains properties for Owner Email, Importance (Critical/Nor
WTriage and reply to email threads with GPT-5.2, IMAP, Gmail, and ESP suppression
Quick overview Automatically read inbound email replies, use AI to detect intent and sentiment, and send natural in-thread responses. Opt-out requests are confirmed, pushed to your ESP suppression list, and logged. A hands-off reply layer that keeps your sender reputation clean while every conversation gets fast, human-sounding answer. How it works An IMAP trigger watches your inbox and picks up new reply emails as they arrive. A filter keeps only genuine replies, and a code node strips quoted history and signatures, then parses the sender name, email, and threading headers. A code node builds a strict AI prompt with the cleaned message and your trigger-word hints. The OpenAI node classifies intent and sentiment and drafts a reply, returning strict JSON. A code node normalizes the response, enforces a clean email structure, and adds your CTA once. A switch routes on the unsubscribe flag: normal replies go back in-thread through Gmail, opt-outs get a neutral confirmation. Opt-outs are posted to your ESP suppression list, every action is logged to a data table, and Gmail labels are updated to mark the thread handled. Setup (5 steps): Add your IMAP credentials to the email trigger and
Draft grounded Gmail support replies from a Notion KB with Groq and Cohere
Quick Overview This workflow ingests published Notion knowledge base articles into an in-memory vector store using Cohere embeddings, then monitors a support Gmail inbox and uses Groq to draft grounded reply emails based only on retrieved KB sources, saving the result as a Gmail draft for review. How it works Manually runs an ingestion flow that pulls all pages from a Notion database and keeps only articles marked as Published. Fetches each article’s Notion page blocks, assembles them into a single document, splits the text into chunks, and embeds the chunks with Cohere. Clears and loads the resulting embeddings and metadata into an in-memory vector store for retrieval. Triggers when an unread Gmail message arrives matching the support inbox query and normalizes the subject, body, sender, and thread details. Uses Groq to classify the email as a support question, noise, or already resolved, and continues only for real support questions. Embeds the question with Cohere, retrieves and reranks the most relevant KB chunks, and stops if the best match does not meet the configured relevance threshold. Uses Groq to draft a reply using only the retrieved sources and, if an answer is produce
WGenerate sales call proposals with GPT-4o, Google Slides, PandaDoc, and Gmail
Quick overview This workflow captures details via an n8n form, uses OpenAI to generate structured proposal copy, and then produces a client-ready proposal either by filling a Google Slides template or by creating a PandaDoc document with pricing, before emailing the proposal to the prospect via Gmail. How it works Triggers when a sales rep submits the built-in n8n “Sales Call Logging Form” with the prospect and deal details. Sends the submitted company, problem, solution, scope, timeline, and cost to OpenAI (GPT‑4o) to generate proposal fields as a single JSON object. For the PandaDoc path, creates a PandaDoc document from a template via the PandaDoc API and injects the OpenAI-generated text plus a pricing table based on the form’s Cost value. Emails the PandaDoc proposal to the prospect using Gmail. For the Google Slides path, copies a proposal template in Google Drive and names it using the OpenAI-generated proposal title. Replaces placeholder tokens in the copied Google Slides presentation with the OpenAI-generated proposal sections. Emails the Google Slides proposal link to the prospect using Gmail. Setup Add an OpenAI API credential and confirm the selected GPT‑4o model is ava
Qualify and route free signups with Twain, Claude, Slack, HubSpot and Gmail
Quick overview This workflow receives free-signup events via webhook, enriches the contact with Twain research (and optional Findymail LinkedIn lookup), uses Anthropic Claude to score ICP fit, then routes outcomes to Slack and, for high-fit leads, to HubSpot and Gmail. How it works Receives a POST webhook request for a new signup and authenticates it via a required header. Normalizes the signup fields (uid, email, name, LinkedIn URL) and deduplicates records across runs to avoid reprocessing the same user. If the signup has no LinkedIn URL but has an email, optionally calls Findymail reverse-email lookup to resolve a LinkedIn profile URL and merges it back into the contact. If the lead has neither a work email nor a LinkedIn URL, posts a “skipped” message to Slack and stops. Sends the contact to the Twain Generate/Research API to create research and add the contact to the specified Twain campaign, and posts a Slack alert if the research request fails. If Twain flags a hard disqualification (persona mismatch or incomplete profile), posts a disqualification message to Slack; otherwise, Anthropic Claude evaluates the research against the defined ICP tiers and returns a structured fit
Screen and route candidate CVs with OpenRouter, Google Drive, Sheets, and Gmail
Quick overview This workflow receives candidate CVs via a webhook, extracts text from PDF, DOCX files, looks up the matching job description in Google Sheets, runs a three-agent evaluation using OpenRouter models, then uploads the CV to Google Drive, logs results to Google Sheets, and sends or drafts emails in Gmail. How it works Receives a CV submission via a POST webhook that includes candidate details, an applied job ID, and a CV file. Normalizes the intake data, timestamps the submission, and fetches the matching job description from Google Sheets using the applied job ID. Extracts CV text by either parsing the PDF directly or converting a DOCX/DOC to a Google Doc in Google Drive and exporting it as plain text. Detects whether the CV is Vietnamese or not and uses OpenRouter (Qwen for Vietnamese or Google Gemini for others) to parse the CV into a structured Candidate Profile JSON. Uses OpenRouter (Anthropic Claude Sonnet) to compare the Candidate Profile against the job description, then generates a hiring-manager style review and recommendation based on the ATS evaluation. Uploads the original CV to a recommendation-based Google Drive folder, logs the full screening record (inc
Triage Typeform survey feedback with GPT-4o-mini, Slack, Gmail, and Sheets
Quick overview This workflow triggers on new Typeform survey responses, uses OpenAI GPT-4o-mini to classify sentiment and draft reply emails, routes negative feedback through a Slack human-approval loop with revisions, sends emails via Gmail, and logs outcomes to a Google Sheets CRM. How it works Triggers when a new Typeform survey response is submitted. Extracts the respondent’s name, email, rating, and free-text feedback and sends it to OpenAI GPT-4o-mini to classify the response as positive or negative. If the response is negative, OpenAI GPT-4o-mini drafts an empathetic follow-up email, posts a Slack alert to the team, and sends the draft to a Slack review channel that waits for a reply. If the reviewer replies with “approved”, the workflow sends the approved draft to the respondent via Gmail and appends a “Sent” record to Google Sheets. If the reviewer requests changes, OpenAI GPT-4o-mini revises the email based on the Slack feedback and the workflow loops back to Slack for another review. If the response is not negative, OpenAI GPT-4o-mini drafts a thank-you email, sends it automatically via Gmail, and logs the sent email to Google Sheets. Setup Connect credentials for Typefo
Monitor AI search citations and competitors with OpenAI, Google Sheets, and Gmail
Quick overview This workflow runs weekly to test whether fairyfrills.in is cited in OpenAI answers to 15 shopping queries, logs citation details to Google Sheets, and emails a weekly HTML visibility report via Gmail, with optional Slack alerts on workflow errors. How it works Runs once a week on a schedule and generates 15 predefined shopping queries along with the target domain, brand name, and competitor domains. Sends each query to two OpenAI models in parallel: gpt-4o-mini (no browsing) and gpt-4o-search-preview (web search with URLs). Splits the two AI answers into separate items per platform and uses OpenAI to extract citation data (target-domain URLs, competitor citations, citation position, and totals) as structured JSON. Parses the extracted citation JSON, formats key fields (including URL lists, counts, and a response preview), and appends one log row per query and platform to a Google Sheets “Citation Log” sheet. After the final query (ID 15) completes, fetches the logged results from Google Sheets, calculates weekly citation metrics and breakdowns, and generates an HTML report. Sends the weekly citation report email through Gmail to the configured recipient. If any node
Monitor AI brand visibility and GEO gaps with OpenAI, Gmail and Slack
Quick Overview This workflow runs daily to test whether Fairy Frills appears in AI shopping recommendations by querying OpenAI with 10 brand-focused questions (with and without web search), extracting mention and competitor data, generating a GEO gap analysis, and emailing a consolidated HTML report via Gmail. How it works Runs every 24 hours on a schedule. Generates 10 predefined shopping queries for Fairy Frills and includes the brand URL and a competitor list with each query. Sends each query to OpenAI twice in parallel, once to gpt-4o-mini (no search) and once to gpt-4o-search-preview (web search enabled). Combines the two model responses per query and uses OpenAI to extract structured metrics such as whether Fairy Frills is mentioned, mention count and position, competitor mentions, sentiment, and a key snippet. Uses OpenAI again to perform a GEO (Generative Engine Optimization) gap analysis that explains why competitors ranked, why the target brand missed, and which content actions and exact phrases to add. Deduplicates and aggregates insights across all checks, builds an HTML summary, and sends the daily GEO report email via Gmail. Sends a Slack message when the workflow enc
Generate personalized cold email drafts from Google Sheets with Groq and Tavily
Quick overview This scheduled workflow reads leads from Google Sheets, researches each company with Tavily Search, uses Groq (Llama 3.3 70B) to generate a short personalized cold email, and saves the result as a Gmail draft while updating the lead status back in the sheet. How it works Runs on an hourly schedule trigger. Reads lead rows from Google Sheets and keeps only rows that have an email address and are not marked with status "sent". Processes leads one at a time and uses the Tavily Search API to fetch a brief company overview based on the lead’s company name. Sends the lead details plus the Tavily research summary to Groq (Llama 3.3 70B) to generate a JSON-formatted email subject, body, and personalization hook. Parses and validates the AI output to ensure a subject and body are present, and routes failures to an error log. Creates a Gmail draft with the generated subject and body, updates the corresponding row in Google Sheets with the new status and generated fields, and waits briefly before continuing to the next lead. Setup Create and connect a Google Sheets OAuth2 credential, then select the target spreadsheet and sheet in both the Google Sheets read and update steps. C
Nurture leads from Google Sheets with Gmail, SMS, and OpenRouter AI
Quick overview Automatically nurture leads with AI-personalized email follow-ups (plus optional SMS) across 3 stages triggered hourly, respecting business hours, and fully tracked in Google Sheets. How it works Runs every hour, filtered to a business-hours window (default 9am–6pm, timezone configurable). Reads all leads from Google Sheets and filters those due for follow-up skipping replies, unsubscribes, and completed leads. Routes by stage Stage 1 (Welcome), Stage 2 (Check-in), or Stage 3 (Final nudge). AI writes the email an LLM (via OpenRouter) generates a personalized subject + body using the lead's name, source, and service of interest. Sends via Gmail, and optionally an SMS via Seven/Twilio (Day 1 and Day 4, with consent and dedupe checks). Updates Google Sheets advances the lead's stage, sets the next follow-up timestamp, and marks SMS sent. Setup Import all 4 workflows they share one Google Sheet. Paste your Sheet ID/tab name into each 🔧 CONFIG node (same Sheet ID throughout). Connect Google Sheets, Gmail, and OpenRouter credentials. Edit the 3 LLM prompt nodes to replace "YOUR NAME/company" with your actual brand name. (Optional) Connect Seven/Twilio for SMS, and adjust
WScore customer health and churn risk with Salesforce, Gemini, and Gmail
Quick Overview This workflow runs every minute to pull accounts from Salesforce, enrich each customer with order, payment, support, and marketing data via HTTP APIs, analyze the combined profile with Google Gemini, then update the Salesforce account and send Gmail alerts for high-risk customers and execution outcomes. How it works Runs every minute on a schedule and retrieves up to five Salesforce Account records. Processes accounts in batches and initializes a retry counter to control fault-tolerant data fetching. Fetches customer order data via an HTTP API, retrying up to three times with a wait delay and falling back to a backup HTTP endpoint if needed. Fetches payments, support tickets, and marketing engagement for the same customer via HTTP API requests and normalizes everything into a single customer profile. Sends the unified customer profile to Google Gemini to generate a JSON assessment with health score, churn risk, customer type, a summary, and a recommended action. Parses the AI output and emails a high-risk alert via Gmail when the churn risk equals HIGH. Routes by customer type, updates the Salesforce Account description with the AI summary, then logs the result and e
Score and advance job applicants with Airtable, Google Workspace and GPT-4o
Quick Overview This workflow collects job applications via an n8n form, stores CVs in Google Drive, logs applicants in Airtable, and uses OpenAI to score CV-to-role fit. Shortlisted candidates receive an AI-generated questionnaire, a personalized Gmail outreach, an auto-booked Google Calendar phone screen, and saved screening questions. How it works Receives a job application through an n8n form submission, including applicant details and a PDF CV upload. Uploads the CV to Google Drive, builds a normalized applicant record (name, email, phone, experience, CV link), and creates an applicant entry in Airtable. Downloads the stored CV from Google Drive, extracts text from the PDF, and uses an OpenAI-powered agent to score the CV against the job description pulled from Airtable. Updates the applicant’s Airtable record as either “Interviewing” (score ≥ 0.7) or “No hire” (score < 0.7), including the numeric score and short reasoning. For shortlisted candidates, generates five interview questions with OpenAI, presents them in a follow-up n8n form, and saves the candidate’s responses back to Airtable. Uses OpenAI plus Airtable job/candidate context to draft a personalized outreach email, s
Send weekly curated news newsletters with Bright Data, Claude, and Gmail
Quick overview This workflow runs every Monday to scrape Google News with Bright Data, fetch and clean the full text of the top five unique stories, generate an HTML newsletter with Anthropic Claude, and send it via Gmail. How it works Runs every Monday on a scheduled trigger. Uses Bright Data to scrape a Google News search results page for the configured topic. Filters out YouTube results, deduplicates by title, and keeps the top five stories. Loops through the five stories and uses Bright Data to scrape each article’s full content as Markdown. Cleans and truncates each article’s text to remove navigation, ads, images, and link clutter. Aggregates the five cleaned articles and sends them to Anthropic Claude to generate a single clean HTML newsletter. Sends the generated HTML newsletter to the configured recipient using Gmail. Setup Add a Bright Data credential and ensure your Web Unlocker zone (for example, n8n_unlocker) is available in your Bright Data account. Add an Anthropic API credential and select the Claude model you want to use. Add a Gmail OAuth2 credential and set the recipient email address, subject, and any desired email options. Update the Google News search URL (the
Qualify open house leads and send AI follow-ups with Google Sheets and Gmail
Quick overview When a visitor signs in at your open house, this workflow instantly scores their buying intent using Gemini AI, sends a personalized follow-up email via Gmail, logs every visitor to Google Sheets, and alerts the agent for hot leads only. How it works A visitor signs in via your Google Form at the open house. Their details — name, email, phone, budget, timeline, and buying intent — are captured automatically. AI (Gemini) scores them as Hot, Warm, or Cold based on their responses and drafts a personalized follow-up email in the same step. A tailored thank-you and next-step email sends immediately via Gmail. Every visitor is logged to Google Sheets with their score, reasoning, and message sent. If a lead scores Hot, the agent receives an instant notification email — and optionally a Slack alert — so they can prioritize personal outreach right away. Setup Connect credentials for Google Sheets (trigger and append), Google Gemini (PaLM API), and Gmail (to send visitor follow-ups and agent notifications). Set the Google Sheets Trigger document and sheet to your sign-in responses sheet, and map the expected column headers (Full Name, Email Address, Phone Number, property, bu
Send portfolio risk reports from Google Sheets with OpenAI and Gmail
Quick overview This workflow collects a portfolio request via an n8n Form, loads holdings from Google Sheets, calculates portfolio risk and concentration metrics, generates an HTML risk narrative with OpenAI, then emails the full report via Gmail and appends an audit record back to Google Sheets. How it works Receives a portfolio analysis request from an n8n Form containing the investor details, base currency, and a Google Sheet ID. Reads all holdings from the provided Google Sheets document (Portfolio tab) and bundles the rows into a single portfolio dataset. Calculates market value, allocations, sector and asset-class breakdowns, P&L, concentration flags, and a 0–100 risk score. Sends the computed portfolio summary, breakdowns, risk flags, and holdings to OpenAI to generate a structured risk report in HTML. Builds a branded HTML email that includes the AI narrative plus sector and top-holdings tables and a concentration alert banner. Sends the HTML risk report to the investor via Gmail and appends a summary row to a Google Sheets “Analysis Log” audit sheet. Setup Create a Google Sheet with a tab named “Portfolio” and headers: ticker, company, sector, asset_class, quantity, avg_bu
Label incoming Gmail messages with Google Gemini and Telegram alerts
Quick overview This workflow polls Gmail for new emails, uses Google Gemini via an n8n AI text classifier to categorize each message by subject and snippet, and automatically applies the matching Gmail label, sending a Telegram alert if classification errors occur. How it works Checks Gmail every minute for new emails using the Gmail Trigger. Sends the email subject and snippet to a Google Gemini-powered text classifier to assign a category (Personal, Job, Study Related, Bank, Social, OTP, or Misc). Adds the corresponding Gmail label to the message in Gmail based on the predicted category. Sends a Telegram message to the configured chat ID if the classifier step produces an error. Setup Connect your Gmail account using Gmail OAuth2 and ensure the trigger has access to the mailbox you want to label. Add a Google Gemini (PaLM) API key credential for the AI classification step. Create (or choose) the target Gmail labels and replace the label IDs in each “addLabels” action with your own. Add Telegram bot credentials and set the correct chat ID in the Telegram message step (or disable it if you don’t want error alerts).
Send weekly narrative client reports with Google Sheets, Claude, and Gmail
Quick overview This workflow runs every Friday at 9:00 AM, pulls active client status data from Google Sheets, uses Anthropic Claude to generate a narrative weekly report with structured HTML and plain text output, and sends the finished report to each client via Gmail. How it works Runs every Friday at 9:00 AM on a schedule trigger. Reads all client rows from a specified Google Sheets document. Filters out paused/inactive or incomplete rows, extracts any “Metric:” columns, and builds a reporting week label for each client. Sends each client’s normalized data to Anthropic Claude to write a 3–4 paragraph narrative report and return JSON containing an email subject plus HTML and plain-text bodies. Emails the generated HTML report to each client’s email address using Gmail. Setup Create a Google Sheet with the required columns (at minimum “Client Name” and “Client Email”) and optional “Status” plus any “Metric:” columns you want included. Add Google Sheets OAuth2 credentials in n8n and replace the placeholder Sheet ID in the Google Sheets read step. Add an Anthropic credential for the Claude chat model used to generate the structured report. Add Gmail OAuth2 credentials and confirm th
CScore and route inbound leads with Claude, Airtable, Slack, and Gmail
Quick overview This workflow receives inbound form leads via a webhook, normalizes the submission, optionally scrapes the lead’s website with Jina AI Reader, and uses Anthropic Claude to score and summarize the lead. It logs results to Airtable, posts a Slack alert, and creates a Gmail draft for hot leads. How it works Receives a POST webhook when a new lead submission comes in and immediately returns a JSON receipt response. Normalizes the incoming payload (Typeform, Tally, JotForm, or custom JSON) into consistent lead fields like name, email, company, website, and message. If a website is provided, fetches up to 2,000 characters of page content using Jina AI Reader and attaches it to the lead. Sends the lead details and scraped content to Anthropic Claude to produce structured JSON including a score, tier (hot/warm/cold), red flags, an enriched summary, and a first-reply draft. Builds a formatted Slack message and prepares a complete lead record (including routing flags) from the AI output. Creates a new record in Airtable and posts the lead alert to a Slack channel. If the lead is classified as hot, creates a Gmail draft using the generated first-reply text. Setup Copy the webho
Score mortgage loan risk from Google Drive PDFs with OpenAI and Gmail
Quick overview This workflow monitors a Google Drive folder for new loan application PDFs, extracts text, and uses OpenAI (GPT-4o-mini) to structure applicant data, score risk, generate a lending summary, and produce an underwriting recommendation, then emails the final report via Gmail and posts Slack alerts on failures. How it works Triggers when a new PDF is created in a specified Google Drive folder. Downloads the PDF from Google Drive and extracts its text content. Uses OpenAI (GPT-4o-mini) to extract key applicant and loan fields into a validated JSON structure. Uses OpenAI (GPT-4o-mini) to calculate a risk score, risk level, approval confidence, and key findings in JSON. Uses OpenAI (GPT-4o-mini) to write a plain-text lending summary and then generate a final underwriting decision (approve/conditional approval/further review/decline) with reasoning and conditions. Assembles a single report from the extracted data, risk analysis, summary, and decision, and sends it to the loan officer via Gmail. If extraction or risk scoring fails, sends a Slack alert and retries by re-downloading the application PDF. Setup Connect Google Drive OAuth2 credentials and replace YOUR_GOOGLE_DRIVE
Recover overdue invoices with GPT-4o-mini, Gmail, Google Sheets and Slack
Quick overview This workflow runs every 24 hours to read overdue invoices from Google Sheets, uses OpenAI (GPT-4o-mini) to draft personalized recovery emails and determine escalation, sends emails via Gmail, logs outcomes back to Google Sheets, and posts status and error alerts to Slack. How it works Runs every 24 hours on a schedule trigger. Reads invoice rows from a Google Sheets “invoices” tab and checks whether there are any valid invoice entries to process. If no invoices are found, posts a “no overdue invoices” message to a Slack channel. For each invoice found, uses OpenAI (GPT-4o-mini) to assign an escalation level, draft a personalized HTML email (including payment plans when applicable), and recommend an escalation action. Parses the AI output into structured fields and sends the recovery email to the client via Gmail. If the AI recommends escalation, sends an internal escalation alert email to the legal team via Gmail. Updates the invoice row in Google Sheets with the new escalation level and AI summary, then appends a full audit log row to a “Recovery sheet” tab. If AI processing fails, posts an error alert to Slack and continues with the next invoice. Setup Add Google