The flow
Starts it 2Logic 5Service 5
The steps in the order they run, from what starts it.
- 1When clicking "Execute Workflow"Manual triggerStarts it
- 2Daily ScheduleSchedule triggerStarts it
- 3Configure Search ParametersSetLogic
- 4Search Properties APIHttp RequestService
- 5FilterFilterLogic
- 6Split OutSplit OutLogic
- 7Get Owner Contact InfoHttp RequestService
- 8Format Lead DataCodeLogic
- 9Create Excel SpreadsheetSpreadsheet FileService
- 10Push to CRMHubspotService
- 11Summarize ResultsCodeLogic
- 12Email NotificationEmail SendService
How it's built
- Starts on
- A clock
- Steps
- 12
- Size
- Medium: a working afternoon
- Connects to
- Email, HubSpot
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Email and HubSpot accounts. You connect your own accounts after importing it; none are included.
What starts it?
It starts on a clock.
Does it use AI?
No. Every step is fixed logic or a call to a service, so it does the same thing every time.
How long does it take to set up?
Plan an afternoon. 12 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 12 steps before you point it at anything that matters.