Automation library · CRM

Collect and publish customer testimonials with Claude and CRM

Started by another system calling it. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to Claude. 22 steps: large, and worth reading before you trust it with anything live.

LargeCalls a model: Claude

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22 stepsLarge: read it before trusting it with anything live
0Branches: places the flow splits
0Loops or waits
0Services by connector: it calls them over plain HTTP

The flow

Starts it 4Model 3Logic 7Service 8

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

  1. 1Webhook Trigger - Project CompletionWebhookStarts it
  2. 2Daily Batch CheckSchedule triggerStarts it
  3. 3Webhook - Form Submission ReceivedWebhookStarts it
  4. 4Claude AI ModelLm Chat AnthropicModel
  5. 5Prepare Customer ContextSetLogic
  6. 6Parse Feedback ResponseCodeLogic
  7. 7AI Sentiment & Quality AnalysisAgentModel
  8. 8Generate Polished Testimonial with ClaudeAgentModel
  9. 9Fetch Full Customer Profile from CRMHttp RequestService
  10. 10Parse AI Generated ContentCodeLogic
  11. 11Check Optimal Follow-up TimingCodeLogic
  12. 12Filter High-Quality TestimonialsFilterLogic
  13. 13Log to Analytics DashboardHttp RequestService
  14. 14Filter Ready for Follow-upFilterLogic
  15. 15Format for Publishing PlatformsCodeLogic
  16. 16Generate Personalized Feedback FormHttp RequestService
  17. 17Send Feedback Request EmailHttp RequestService
  18. 18Publish to Website (WordPress)Http RequestService
  19. 19Submit to TrustpilotHttp RequestService
  20. 20Update CRM with Testimonial StatusHttp RequestService
  21. 21Send Thank You EmailHttp RequestService
  22. 22Return Success ResponseRespond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
22
Size
Large: read it before trusting it with anything live
Connects to
Nothing by connector; it calls services over plain HTTP
Model
Claude

Questions

What does it need to run?

An n8n account, and a key for Claude. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls Claude. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 22 steps it is large: read it before trusting it with anything live.

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 22 steps before you point it at anything that matters.