Automation library · CRM

Create weekly sales summaries and Airtable reports with Gmail

Started by a clock, and works across Airtable, Discord and Gmail. 30 steps, 2 branches, 1 loop or waits: large, and worth reading before you trust it with anything live.

Large

30 stepsLarge: read it before trusting it with anything live
2Branches: places the flow splits
1Loop or waits
3Services it connects to

The flow

Starts it 2Logic 13Service 15

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

  1. 1Schedule TriggerSchedule triggerStarts it
  2. 2When clicking ‘Execute workflow’Manual triggerStarts it
  3. 3Airtable1AirtableService
  4. 4HTTP Request2Http RequestService
  5. 5Airtable2AirtableService
  6. 6HTTP Request3Http RequestService
  7. 7HTTP RequestHttp RequestService
  8. 8Search recordsAirtableService
  9. 9HTTP Request1Http RequestService
  10. 10Merge1MergeLogic
  11. 11Merge2MergeLogic
  12. 12IfIfLogic
  13. 13MergeMergeLogic
  14. 14Sort1SortLogic
  15. 15Airtable3AirtableService
  16. 16Edit FieldsSetLogic
  17. 17Code1CodeLogic
  18. 18CodeCodeLogic
  19. 19SortSortLogic
  20. 20If1IfLogic
  21. 21AirtableAirtableService
  22. 22DiscordDiscordService
  23. 23Convert to FileConvert To FileService
  24. 24Loop Over ItemsSplit In BatchesLogic
  25. 25GmailGmailService
  26. 26Edit Fields1SetLogic
  27. 27Discord2DiscordService
  28. 28Date & TimeDate TimeLogic
  29. 29Convert to File1Convert To FileService
  30. 30Discord1DiscordService

How it's built

Starts on
A clock
Steps
30, with 2 branches, 1 loop or waits
Size
Large: read it before trusting it with anything live
Connects to
Airtable, Discord, Gmail
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Airtable, Discord and Gmail 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?

Take your time. At 30 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 30 steps before you point it at anything that matters.