Automation library · CRM

Analyze sales deal outcomes with Azure OpenAI

Started by an event in a connected app, and works across Email and Google Sheets. It hands the judgement calls to Azure OpenAI. 14 steps, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: Azure OpenAI

14 stepsMedium: a working afternoon
0Branches: places the flow splits
1Loop or waits
2Services it connects to

The flow

Starts it 1Model 4Logic 5Service 4

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

  1. 1When clicking ‘Execute workflow’Manual triggerStarts it
  2. 2Azure OpenAI Chat ModelLm Chat Azure Open AiModel
  3. 3Azure OpenAI Chat Model1Lm Chat Azure Open AiModel
  4. 4Get row(s) in sheetGoogle SheetsService
  5. 5AI AgentAgentModel
  6. 6AI Agent1AgentModel
  7. 7Extract Notes/EmailsCodeLogic
  8. 8Edit FieldsSetLogic
  9. 9Filter Recent DataCodeLogic
  10. 10Loop Over ItemsSplit In BatchesLogic
  11. 11Parse AI ResponseCodeLogic
  12. 12Send Email DigestEmail SendService
  13. 13Fetch Google Sheet DataGoogle SheetsService
  14. 14Save to Google SheetsGoogle SheetsService

How it's built

Starts on
An event in a connected app
Steps
14, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Email, Google Sheets
Model
Azure OpenAI

Questions

What does it need to run?

An n8n account, plus your own Email and Google Sheets accounts, and a key for Azure 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 Azure OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 14 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 14 steps before you point it at anything that matters.