The flow
Starts it 1Model 4Logic 6Service 5
The steps in the order they run, from what starts it.
- 1When clicking ‘Execute workflow’Manual triggerStarts it
- 2Configure GPT-4o ModelLm Chat Azure Open AiModel
- 3Configure GPT-4o Model1Lm Chat Azure Open AiModel
- 4Retrieve Lead Records from Google SheetsGoogle SheetsService
- 5Generate Sales Collateral (AI)AgentModel
- 6Generate Sales Summary EmailAgentModel
- 7Validate Lead Data PayloadIfLogic
- 8Parse AI JSON OutputCodeLogic
- 9Send Sales Summary Email via GmailGmailService
- 10Filter for Booked LeadsIfLogic
- 11Log Invalid Leads to Google SheetsGoogle SheetsService
- 12Convert Collateral into Text ReportsCodeLogic
- 13Upload Sales Collateral to Google DriveGoogle DriveService
- 14Aggregate Uploaded File MetadataCodeLogic
- 15Map Uploaded Files with Lead DataCodeLogic
- 16Update Lead Record with Proposal LinkGoogle SheetsService
How it's built
- Starts on
- An event in a connected app
- Steps
- 16, with 2 branches
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Google Drive, Google Sheets
- Model
- Azure OpenAI
Questions
What does it need to run?
An n8n account, plus your own Gmail, Google Drive 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. 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.
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.