Automation library · CRM

Analyze and improve Zoho CRM sales cycles with OpenAI

Started by an event in a connected app, and works across Google Sheets and Slack. It hands the judgement calls to OpenAI. 13 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

13 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 3Logic 5Service 4

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

  1. 1When clicking 'Execute workflow'Manual triggerStarts it
  2. 2Zoho CRM - Deal TriggerZoho CrmService
  3. 3Filter Recent DealsCodeLogic
  4. 4Fetch Historical AveragesGoogle SheetsService
  5. 5Analyze CycleCodeLogic
  6. 6AI Sentiment AnalysisOpen AiModel
  7. 7AI Predictive AnalyticsOpen AiModel
  8. 8AI Data AggregationCodeLogic
  9. 9Advanced Data VisualizationCodeLogic
  10. 10AI Smart RecommendationsOpen AiModel
  11. 11Check Valid DataIfLogic
  12. 12Slack NotificationSlackService
  13. 13Log to Historical SheetGoogle SheetsService

How it's built

Starts on
An event in a connected app
Steps
13, with 1 branch
Size
Medium: a working afternoon
Connects to
Google Sheets, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Google Sheets 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 an event in a connected app.

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?

Plan an afternoon. 13 steps is enough that you should read each one before running it.

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 13 steps before you point it at anything that matters.