Automation library · CRM

Generate personalized deal content recommendations

Started by another system calling it, and works across Gmail. It hands the judgement calls to OpenAI. 12 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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12 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Model 1Logic 6Service 4

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

  1. 1Deal Stage Webhook TriggerWebhookStarts it
  2. 2Fetch Deal Details (Zoho CRM)Zoho CrmService
  3. 3Extract Deal ContextCodeLogic
  4. 4Set Content API ConfigSetLogic
  5. 5Fetch Whitepapers APIHttp RequestService
  6. 6Fetch Case Studies APIHttp RequestService
  7. 7Merge Content DatasetsMergeLogic
  8. 8Build Combined Content PayloadCodeLogic
  9. 9Prepare AI Prompt FieldsSetLogic
  10. 10Generate AI Content RecommendationsOpen AiModel
  11. 11Parse AI JSON OutputCodeLogic
  12. 12Send Personalized Email (Gmail)GmailService

How it's built

Starts on
Another system calling it
Steps
12
Size
Medium: a working afternoon
Connects to
Gmail
Model
OpenAI

Questions

What does it need to run?

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

How long does it take to set up?

Plan an afternoon. 12 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 12 steps before you point it at anything that matters.