Automation library · Scheduling

Extract and log safe CRM-ready meeting actions with Anthropic

Started by another system calling it, and works across Postgres. It hands the judgement calls to Claude. 16 steps, 3 branches, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: Claude

16 stepsMedium: a working afternoon
3Branches: places the flow splits
1Loop or waits
1Service it connects to

The flow

Starts it 3Model 1Logic 10Service 2

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

  1. 1Webhook - Meeting CompletedWebhookStarts it
  2. 2Validate Required InputsIfLogic
  3. 3Prepare Execution ContextSetLogic
  4. 4Respond - Validation FailedRespond To WebhookStarts it
  5. 5Respond - AcceptedRespond To WebhookStarts it
  6. 6LLM - Extract Structured DataLm Chat AnthropicModel
  7. 7Validate Extraction & Check SafetyCodeLogic
  8. 8Requires Human Review?IfLogic
  9. 9Create Approval TaskGoogle TasksService
  10. 10Prepare Safe ActionsCodeLogic
  11. 11Wait for Approval (24h timeout)WaitLogic
  12. 12Has Actions to Execute?IfLogic
  13. 13Mark as TimeoutSetLogic
  14. 14Log Successful CompletionSetLogic
  15. 15No Actions NeededSetLogic
  16. 16Log to DatabasePostgresService

How it's built

Starts on
Another system calling it
Steps
16, with 3 branches, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Postgres
Model
Claude

Questions

What does it need to run?

An n8n account, plus your own Postgres account, and a key for Claude. 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 Claude. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 16 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 16 steps before you point it at anything that matters.