Automation library · CRM

Analyze lost HubSpot deals and generate revival strategies

Started by a clock, and works across Gmail, Google Sheets, HubSpot and Slack. It hands the judgement calls to OpenAI. 16 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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16 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Model 2Logic 9Service 4

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

  1. 1Schedule TriggerSchedule triggerStarts it
  2. 2Get many dealsHubspotService
  3. 3IfIfLogic
  4. 4Edit FieldsSetLogic
  5. 5Brief Explanation CreatorOpen AiModel
  6. 6MergeMergeLogic
  7. 7Code in JavaScriptCodeLogic
  8. 8Feedback CreatorOpen AiModel
  9. 9Merge1MergeLogic
  10. 10Code in JavaScript1CodeLogic
  11. 11Code in JavaScript7CodeLogic
  12. 12Code in JavaScript2CodeLogic
  13. 13Send a message2GmailService
  14. 14Send a message1SlackService
  15. 15Code in JavaScript4CodeLogic
  16. 16Append or update row in sheet1Google SheetsService

How it's built

Starts on
A clock
Steps
16, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, HubSpot, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets, HubSpot 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 a clock.

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. 16 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 16 steps before you point it at anything that matters.