The flow
Starts it 1Model 1Logic 11Service 5
The steps in the order they run, from what starts it.
- 1Schedule TriggerSchedule triggerStarts it
- 2TimesheetSalesforceService
- 3Salesforce - Get Employee DetailsSalesforceService
- 4MergeMergeLogic
- 5If New TimesheetIfLogic
- 6Merge Pending InfoMergeLogic
- 7If Submitted TimesheetIfLogic
- 8Merge AI SummaryMergeLogic
- 9Salesforce - Get Employee Details1SalesforceService
- 10Prepare Pending SectionCodeLogic
- 11Loop Over ItemsSplit In BatchesLogic
- 12Prepare Submitted SectionCodeLogic
- 13Merge Submitted + PendingMergeLogic
- 14Get Timesheet Line ItemsSalesforceService
- 15Create Final EmailCodeLogic
- 16Generate HTML TableCodeLogic
- 17Send a messageGmailService
- 18OpenAI1Open AiModel
How it's built
- Starts on
- A clock
- Steps
- 18, with 2 branches, 1 loop or waits
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Salesforce
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own Gmail and Salesforce 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. 18 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.
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 18 steps before you point it at anything that matters.