# Draft case study one-pagers from Closed Won deals: n8n workflow

> 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.

Source: https://millionrounds.com/workflow/draft-case-study-one-pagers-from-closed-won-deals (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# 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](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fdraft-case-study-one-pagers-from-closed-won-deals)

**27 steps** Large: read it before trusting it with anything live

**2** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 2 Logic 17 Service 8

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

- 1 **Daily Check For Closed Deals** Schedule trigger *Starts it*
- 2 **Daily Check For Stale Reviews** Schedule trigger *Starts it*
- 3 **Read Deals Tracker Sheet** Google Sheets *Service*
- 4 **Read Review Ledger Sheet** Google Sheets *Service*
- 5 **Compute Newly Closed Won Deals** Code *Logic*
- 6 **Filter Pending Review Entries** Filter *Logic*
- 7 **Filter Only Newly Closed Deals** Filter *Logic*
- 8 **Compute Days Pending & Reminder** Code *Logic*
- 9 **Read Client Results Sheet** Google Sheets *Service*
- 10 **Filter Entries Needing Reminder** Filter *Logic*
- 11 **Match Deals To Results Entries** Code *Logic*
- 12 **Build Stale Review Reminder Email** Code *Logic*
- 13 **If Results Entry Exists** If *Logic*
- 14 **Send Stale Review Reminder Email** Email Send *Service*
- 15 **Compute Case Study Headline** Code *Logic*
- 16 **Build Metrics Missing Notice Email** Code *Logic*
- 17 **Draft Case Study One-Pager Copy** Code *Logic*
- 18 **Send Metrics Missing Notification** Email Send *Service*
- 19 **Append Draft Case Study To Sheet** Google Sheets *Service*
- 20 **Build Internal Review Request Email** Code *Logic*
- 21 **Trigger Compliance Audit Workflow** Execute Workflow *Logic*
- 22 **Send Internal Review Request Email** Email Send *Service*
- 23 **Build Client Sign-Off Request Email** Code *Logic*
- 24 **Trigger Sign-Off Compliance Check** Execute Workflow *Logic*
- 25 **If Client Sign-Off Approved** If *Logic*
- 26 **Send Client Sign-Off Email** Email Send *Service*
- 27 **Skip Opt-Out Clients** No Op *Logic*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fdraft-case-study-one-pagers-from-closed-won-deals)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Email](https://millionrounds.com/workflows?service=Email#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

- [**Restaurant daily insights with Gemini** 27 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/restaurant-daily-insights-with-gemini)
- [**Recover missed demos with Calendly and Zoom** 26 steps · calls a model · Email, HubSpot](https://millionrounds.com/workflow/recover-missed-demos-with-calendly-and-zoom)
- [**Gmail campaign sender: Bulk-send emails and follow up if no reply** 25 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/gmail-campaign-sender-bulk-send-emails-and-follow-up-if-no-r)
- [**Email follow up system with OpenAI and Gmail** 25 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/email-follow-up-system-with-openai-and-gmail)
- [**LinkedIn auto-connect & personalized messaging for sales** 29 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/linkedin-auto-connect-and-personalized-messaging-for-sales)
- [**Reply to social media and email sales inquiries with OpenAI** 30 steps · calls a model · Email, Google Sheets](https://millionrounds.com/workflow/reply-to-social-media-and-email-sales-inquiries-with-openai)