The flow
Starts it 1Logic 8Service 10
The steps in the order they run, from what starts it.
- 1Schedule TriggerSchedule triggerStarts it
- 2Create a research taskExaService
- 3Get a research taskExaService
- 4If1IfLogic
- 5PandaDoc (Generate Presentation)Http RequestService
- 6Wait1WaitLogic
- 7PandaDoc (checkPresentationStatus)Http RequestService
- 8IfIfLogic
- 9HTTP RequestHttp RequestService
- 10WaitWaitLogic
- 11Pending ApprovalSlackService
- 12Fetch contactGoogle SheetsService
- 13Batch Instantly UploadSplit In BatchesLogic
- 14Prep Batch Upload DataCodeLogic
- 15Instantly Add LeadHttp RequestService
- 16Update Sheet StatusGoogle SheetsService
- 17Wait for Instantly Rate LimitWaitLogic
- 18Aggregate Final ResultsCodeLogic
- 19Send a message1SlackService
How it's built
- Starts on
- A clock
- Steps
- 19, with 2 branches, 4 loops or waits
- Size
- Medium: a working afternoon
- Connects to
- Google Sheets, Slack
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Google Sheets and Slack accounts. You connect your own accounts after importing it; none are included.
What starts it?
It starts on a clock.
Does it use AI?
No. Every step is fixed logic or a call to a service, so it does the same thing every time.
How long does it take to set up?
Plan an afternoon. 19 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.
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 19 steps before you point it at anything that matters.