This workflow contains community nodes that are only compatible with the self-hosted version of n8n. This workflow automatically tracks key sales pipeline metrics—new leads, deal stages, win rates—and sends actionable insights to your team. Eliminate manual CRM exports and stay on top of revenue health. Overview The automation queries your CRM API (HubSpot, Salesforce, or Pipedrive) on a schedule, pulls pipeline data, and feeds it into OpenAI for anomaly detection (e.g., stalled deals). Summaries and alerts appear in Slack, while daily snapshots are archived in Google Sheets for trend analysis. Tools Used n8n** – Pipeline orchestration CRM API** – Connects to your chosen CRM OpenAI** – Detects anomalies and highlights risks Slack** – Notifies reps and managers in real time Google Sheets** – Stores historical pipeline data How to Install Import the Workflow into n8n. Connect Your CRM: Provide API credentials in the HTTP Request node. Set Up OpenAI: Add your API key. Authorize Slack & Google Sheets. Customize Thresholds: Adjust what constitutes a stalled deal or low conversion. Use Cases Sales Management**: Monitor pipeline health without dashboards.
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Google Sheets
OpenAI Chat Model
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Answer customer questions on WhatsApp with OpenAI, Gmail, and Google Sheets
Quick overview This workflow answers incoming WhatsApp customer questions using an OpenAI-powered agent that reads your live website via HTTP requests, escalates unclear or sensitive cases to your support team via Gmail, and logs each conversation to Google Sheets. How it works Triggers when a new WhatsApp message is received. Loads configuration values (company name, website root URL, AI model, language rules, escalation email, and WhatsApp phone number ID) and extracts the customer phone number and message text. Ignores non-text WhatsApp updates (such as images, audio, and status messages). Uses OpenAI with conversation memory to navigate your website by listing links and fetching relevant pages, then generates a structured result containing an answer, escalation flag, sentiment, topic, and source URLs. If the agent marks the request as needing a human, sends an escalation email via Gmail to your support address with the customer details and the drafted reply. Sends the final plain-text reply back to the customer on WhatsApp. Appends the conversation details to a Google Sheets log. Setup Connect credentials for WhatsApp Trigger/WhatsApp Cloud API, OpenAI, Gmail, and Google Sheets
Triage Gmail and draft replies with GPT-5 Mini and Google Sheets
Quick overview This workflow watches your Gmail inbox for new unread emails, uses OpenAI (GPT-5 Mini) to classify each message by priority and category, logs the triage results to Google Sheets, and creates a Gmail draft reply only when the email needs a personal response. How it works Triggers every minute when a new unread email arrives in Gmail. Applies your configured preferences (name, role, categories, and drafting style) to guide the triage. Sends the email content to OpenAI (GPT-5 Mini) to return a structured priority, category, one-line summary, whether a reply is needed, and an optional draft reply. Appends or updates a row in Google Sheets with the email details and triage results. If the email needs a reply, creates a draft reply in Gmail in the same thread addressed to the original sender. Setup Connect your Gmail account (Gmail Trigger and Gmail Draft) and ensure the trigger is set to monitor unread mail as desired. Add an OpenAI credential and select the GPT-5 Mini chat model in the OpenAI node. Connect Google Sheets OAuth credentials, then set the target spreadsheet document ID and sheet name for the triage dashboard. Create a Google Sheet with columns for Date, Fro
Screen LinkedIn jobs and send tailored applications with Apify and OpenAI
Quick overview This workflow collects your job preferences via an n8n form, uses Apify to scrape LinkedIn job listings, and has OpenAI screen and rank them. After you approve a shortlist by Gmail, it generates tailored resume and cover-letter PDFs with DocRaptor, emails them to you, and logs matches to Sheets How it works Receives your job preferences and resume text through an n8n form submission. Sends the preferences to Apify to scrape recent LinkedIn jobs, then removes duplicates and obvious mismatches (seniority, years of experience, and location). Uses OpenAI to score each job’s relevance and eligibility and returns a JSON verdict with a fit score and short reason. Keeps the top matches above the configured threshold and emails you a shortlist in Gmail with approve/decline buttons. If you approve, uses OpenAI to draft a job-specific resume and cover letter from only the provided profile text and generates HTML interview prep questions. Converts the resume and cover letter HTML into PDFs via DocRaptor, emails the tailored application package to you in Gmail, and appends the match details to a Google Sheets tracker. Setup Add credentials for OpenAI, Gmail OAuth2, Google Sheets