Automation library · CRM

Draft case study one-pagers from Closed Won deals

Started by a clock, and works across Email and Google Sheets. 27 steps, 2 branches: large, and worth reading before you trust it with anything live.

Large

Download free
27 stepsLarge: read it before trusting it with anything live
2Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 2Logic 17Service 8

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

  1. 1Daily Check For Closed DealsSchedule triggerStarts it
  2. 2Daily Check For Stale ReviewsSchedule triggerStarts it
  3. 3Read Deals Tracker SheetGoogle SheetsService
  4. 4Read Review Ledger SheetGoogle SheetsService
  5. 5Compute Newly Closed Won DealsCodeLogic
  6. 6Filter Pending Review EntriesFilterLogic
  7. 7Filter Only Newly Closed DealsFilterLogic
  8. 8Compute Days Pending & ReminderCodeLogic
  9. 9Read Client Results SheetGoogle SheetsService
  10. 10Filter Entries Needing ReminderFilterLogic
  11. 11Match Deals To Results EntriesCodeLogic
  12. 12Build Stale Review Reminder EmailCodeLogic
  13. 13If Results Entry ExistsIfLogic
  14. 14Send Stale Review Reminder EmailEmail SendService
  15. 15Compute Case Study HeadlineCodeLogic
  16. 16Build Metrics Missing Notice EmailCodeLogic
  17. 17Draft Case Study One-Pager CopyCodeLogic
  18. 18Send Metrics Missing NotificationEmail SendService
  19. 19Append Draft Case Study To SheetGoogle SheetsService
  20. 20Build Internal Review Request EmailCodeLogic
  21. 21Trigger Compliance Audit WorkflowExecute WorkflowLogic
  22. 22Send Internal Review Request EmailEmail SendService
  23. 23Build Client Sign-Off Request EmailCodeLogic
  24. 24Trigger Sign-Off Compliance CheckExecute WorkflowLogic
  25. 25If Client Sign-Off ApprovedIfLogic
  26. 26Send Client Sign-Off EmailEmail SendService
  27. 27Skip Opt-Out ClientsNo OpLogic

How it's built

Starts on
A clock
Steps
27, with 2 branches
Size
Large: read it before trusting it with anything live
Connects to
Email, Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Email and Google Sheets 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 27 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 27 steps before you point it at anything that matters.