Automation library · CRM

Analyze sales calls with Supabase RAG and Slack

Started by another system calling it, and works across Email, Slack and Supabase vectors. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 13 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAIRetrieval

13 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 5Logic 1Service 6

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

  1. 1Getting Meeting DetailsWebhookStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Simple MemoryMemory Buffer WindowModel
  4. 4Get many deals in PipedrivePipedrive ToolService
  5. 5Get many leads in SalesforceSalesforce ToolService
  6. 6Embeddings OpenAIEmbeddings Open AiModel
  7. 7Get many deals in HubSpotHubspot ToolService
  8. 8Extracting TranscriptHttp RequestService
  9. 9AI AgentAgentModel
  10. 10Supabase Vector StoreVector Store SupabaseModel
  11. 11Cleaned JSON PayloadCodeLogic
  12. 12Send the FeedbackSlackService
  13. 13Email the FeedbackEmail SendService

How it's built

Starts on
Another system calling it
Steps
13
Size
Medium: a working afternoon
Connects to
Email, Slack, Supabase vectors
Model
OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

An n8n account, plus your own Email, Slack and Supabase vectors 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. Its answers draw on documents you give it, not on the model alone. 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.