# Escalate payment issues with Azure OpenAI and Google Sheets: n8n workflow

> Started by another system calling it, and works across Gmail, Google Sheets, Slack and Zendesk. It hands the judgement calls to Azure OpenAI.

Source: https://millionrounds.com/workflow/escalate-payment-issues-with-azure-openai-and-google-sheets (Millionrounds; every figure on the page links to its filing or article)

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

# 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.

Medium Calls a model: Azure OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fescalate-payment-issues-with-azure-openai-and-google-sheets)

**17 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**4** Services it connects to

## The flow

Starts it 2 Model 6 Logic 2 Service 7

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

- 1 **Webhook Listener for Incoming Data** Webhook *Starts it*
- 2 **Execute Trade Decision Reasoning with Azure OpenAI** Lm Chat Azure Open Ai *Model*
- 3 **Parse Structured AI Output for Email** Output Parser Structured *Model*
- 4 **Retrieve Transaction Data from Google Sheets** Google Sheets Tool *Service*
- 5 **parse Customer Email Output for Sending** Output Parser Structured *Model*
- 6 **Execute Trade Decision Reasoning for Customer Email (Azure)** Lm Chat Azure Open Ai *Model*
- 7 **Error Trigger** Error trigger *Starts it*
- 8 **Set Lead Data for Processing** Set *Logic*
- 9 **Generate Escalation Analysis Email (AI)** Agent *Model*
- 10 **Generate Customer-Facing Support Email (AI)** Agent *Model*
- 11 **Alert on Workflow Failure** Slack *Service*
- 12 **Send Escalation Notification to Human Support** Gmail *Service*
- 13 **Log Human Escalation to Slack** Slack *Service*
- 14 **Send Email to Customer** Gmail *Service*
- 15 **Set Lead data** Set *Logic*
- 16 **Create a ticket** Zendesk *Service*
- 17 **Update Lead Record in Google Sheets** Google Sheets *Service*

## 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.

## 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%2Fescalate-payment-issues-with-azure-openai-and-google-sheets)
- **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.

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

## Workflows like it

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

- [**AI invoice and receipt data extractor with OpenAI** 17 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/ai-invoice-and-receipt-data-extractor-with-openai)
- [**Auto expense tracker from LINE messages with OpenAI** 17 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/auto-expense-tracker-from-line-messages-with-openai)
- [**Auto-extract & approve invoices with OpenAI and Jotform** 17 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/auto-extract-and-approve-invoices-with-openai-and-jotform)
- [**Automate tax compliance validation with OpenAI** 17 steps · calls a model · Gmail](https://millionrounds.com/workflow/automate-tax-compliance-validation-with-openai)
- [**Automated invoice data extraction with LlamaParse and Gemini** 17 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/automated-invoice-data-extraction-with-llamaparse-and-gemini)
- [**Automatic email invoice archiving & data extraction with Gmail** 17 steps · calls a model · FTP, Gmail](https://millionrounds.com/workflow/automatic-email-invoice-archiving-and-data-extraction-with-g)