Automation library · CRM

AI-powered document workflow automation with OpenAI

Started by another system calling it, and works across Email, Google Drive, HubSpot, Salesforce and one other. It hands the judgement calls to OpenAI. 21 steps, 3 branches: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

21 stepsLarge: read it before trusting it with anything live
3Branches: places the flow splits
0Loops or waits
5Services it connects to

The flow

Starts it 3Model 1Logic 7Service 10

The steps in the order they run, from what starts it.

  1. 1Webhook TriggerWebhookStarts it
  2. 2OCR ProcessingGoogle Cloud VisionService
  3. 3AI Content AnalysisOpen AiModel
  4. 4Feedback LoopWebhookStarts it
  5. 5Email TriggerEmail Read ImapService
  6. 6Cloud Storage WatcherGoogle DriveService
  7. 7Error TriggerError triggerStarts it
  8. 8File Type DetectionFunctionLogic
  9. 9Data StructuringFunctionLogic
  10. 10Data MappingFunctionLogic
  11. 11Status NotificationsSlackService
  12. 12Format ConversionSwitchLogic
  13. 13Content-Based ClassificationSwitchLogic
  14. 14Salesforce IntegrationSalesforceService
  15. 15HubSpot IntegrationHubspotService
  16. 16Processing AnalyticsHttp RequestService
  17. 17Machine Learning ClassificationHttp RequestService
  18. 18Document StorageGoogle DriveService
  19. 19Automated ValidationFunctionLogic
  20. 20Human Review RoutingSwitchLogic
  21. 21Human Review ProcessHttp RequestService

How it's built

Starts on
Another system calling it
Steps
21, with 3 branches
Size
Large: read it before trusting it with anything live
Connects to
Email, Google Drive, HubSpot, Salesforce, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Email, Google Drive, HubSpot, Salesforce and Slack accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 21 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 21 steps before you point it at anything that matters.