Automation library · CRM

Collaborative sales planning with Google Docs and Slack

Started by an event in a connected app, and works across Google Drive and Slack. It hands the judgement calls to OpenAI. 14 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 1Model 8Logic 2Service 3

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

  1. 1When clicking ‘Execute workflow’Manual triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3OpenAI Chat Model1Lm Chat Open AiModel
  4. 4OpenAI Chat Model2Lm Chat Open AiModel
  5. 5OpenAI Chat Model3Lm Chat Open AiModel
  6. 6Edit FieldsSetLogic
  7. 7CEO AgentAgentModel
  8. 8Marketing AgentAgent ToolModel
  9. 9Operations AgentAgent ToolModel
  10. 10Finance AgentAgent ToolModel
  11. 11Configure metadata SetLogic
  12. 12Create document fileHttp RequestService
  13. 13Convert to PDFGoogle DriveService
  14. 14Upload a fileSlackService

How it's built

Starts on
An event in a connected app
Steps
14
Size
Medium: a working afternoon
Connects to
Google Drive, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Google Drive and Slack accounts, and a key for 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 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.