Automation library · Money admin

Escalate payment issues with Azure OpenAI and Google Sheets

Started by another system calling it, and works across Gmail, Google Sheets, Slack and Zendesk. It hands the judgement calls to Azure OpenAI. 17 steps: a working afternoon to understand properly.

MediumCalls a model: Azure OpenAI

Download free
17 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 2Model 6Logic 2Service 7

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

  1. 1Webhook Listener for Incoming DataWebhookStarts it
  2. 2Execute Trade Decision Reasoning with Azure OpenAILm Chat Azure Open AiModel
  3. 3Parse Structured AI Output for EmailOutput Parser StructuredModel
  4. 4Retrieve Transaction Data from Google SheetsGoogle Sheets ToolService
  5. 5parse Customer Email Output for SendingOutput Parser StructuredModel
  6. 6Execute Trade Decision Reasoning for Customer Email (Azure)Lm Chat Azure Open AiModel
  7. 7Error TriggerError triggerStarts it
  8. 8Set Lead Data for ProcessingSetLogic
  9. 9Generate Escalation Analysis Email (AI)AgentModel
  10. 10Generate Customer-Facing Support Email (AI)AgentModel
  11. 11Alert on Workflow FailureSlackService
  12. 12Send Escalation Notification to Human SupportGmailService
  13. 13Log Human Escalation to SlackSlackService
  14. 14Send Email to CustomerGmailService
  15. 15Set Lead data SetLogic
  16. 16Create a ticketZendeskService
  17. 17Update Lead Record in Google SheetsGoogle SheetsService

How it's built

Starts on
Another system calling it
Steps
17
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Slack, Zendesk
Model
Azure OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets, Slack and Zendesk accounts, and a key for Azure OpenAI. 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 Azure OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 17 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 17 steps before you point it at anything that matters.