Automation library · Alerts and monitoring

Forecast Zoho CRM deals with AlphaVantage and OpenAI

Started by a clock, and works across Slack and Supabase. It hands the judgement calls to OpenAI. 11 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

11 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 1Logic 4Service 5

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

  1. 1Weekly Trigger1CronStarts it
  2. 2Fetch open Deals1Zoho CrmService
  3. 3Get Market Signal1Http RequestService
  4. 4Combine Deal & Market Info1MergeLogic
  5. 5Generate Forecast Metrics1FunctionLogic
  6. 6Deal Match EvaluatorOpen AiModel
  7. 7Parse AI OutputCodeLogic
  8. 8Merge Forecast & AI dataSetLogic
  9. 9Update Deal Forecast1Zoho CrmService
  10. 10Store ForecastSupabaseService
  11. 11Send Forecast Summary1SlackService

How it's built

Starts on
A clock
Steps
11
Size
Medium: a working afternoon
Connects to
Slack, Supabase
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Slack and Supabase accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 11 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 11 steps before you point it at anything that matters.