# Generate strategic business recommendations with OpenAI: n8n workflow

> Started by a clock, and works across Asana, Gmail, Google Sheets, Postgres and one other. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/generate-strategic-business-recommendations-with-openai (Millionrounds; every figure on the page links to its filing or article)

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

# Generate strategic business recommendations with OpenAI

Started by a clock, and works across Asana, Gmail, Google Sheets, Postgres and one other. It hands the judgement calls to OpenAI. 24 steps, 2 branches: large, and worth reading before you trust it with anything live.

Large Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-strategic-business-recommendations-with-openai)

**24 steps** Large: read it before trusting it with anything live

**2** Branches: places the flow splits

**0** Loops or waits

**5** Services it connects to

## The flow

Starts it 1 Model 3 Logic 9 Service 11

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

- 1 **Monthly Schedule** Schedule trigger *Starts it*
- 2 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 3 **Structured Output Parser** Output Parser Structured *Model*
- 4 **Workflow Configuration** Set *Logic*
- 5 **AI Strategy Analyzer** Agent *Model*
- 6 **Fetch Sales Data** Http Request *Service*
- 7 **Fetch Marketing Data** Http Request *Service*
- 8 **Fetch Finance Data** Http Request *Service*
- 9 **Fetch Support Data** Http Request *Service*
- 10 **Split Recommendations** Code *Logic*
- 11 **Calculate Metrics** Set *Logic*
- 12 **Merge All Data** Aggregate *Logic*
- 13 **Send Strategy Report** Gmail *Service*
- 14 **Create Tasks in Asana** Asana *Service*
- 15 **Route by Priority** Switch *Logic*
- 16 **Store Analysis Results** Postgres *Service*
- 17 **Build Unified Data Model** Set *Logic*
- 18 **Validate Data Quality** Code *Logic*
- 19 **Log to Dashboard** Google Sheets *Service*
- 20 **Send High Priority Alert** Slack *Service*
- 21 **Fetch Historical Trends** Http Request *Service*
- 22 **Check Data Quality** If *Logic*
- 23 **Enrich with Historical Data** Set *Logic*
- 24 **Send Data Quality Warning** Slack *Service*

## How it's built

- **Starts on:** A clock
- **Steps:** 24, with 2 branches
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Asana, Gmail, Google Sheets, Postgres, Slack
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Asana, Gmail, Google Sheets, Postgres and Slack 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?

Take your time. At 24 steps it is large: read it before trusting it with anything live.

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 24 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%2Fgenerate-strategic-business-recommendations-with-openai)
- **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.

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

## Workflows like it

Also chat assistants, with the same services where possible, closest in size first.

- [**AI-Powered NPM Package Intelligence Agent with OpenAI** 24 steps · calls a model · GitHub, Slack](https://millionrounds.com/workflow/ai-powered-npm-package-intelligence-agent-with-openai)
- [**AI-powered fuzzy matching, and assigns confidence scores.** 24 steps · calls a model · Google Sheets, Slack](https://millionrounds.com/workflow/ai-powered-fuzzy-matching-and-assigns-confidence-scores)
- [**Analyze pharma label change impact with Claude and Slack** 24 steps · calls a model · Email, Slack](https://millionrounds.com/workflow/analyze-pharma-label-change-impact-with-claude-and-slack)
- [**Audit and cancel unused SaaS seats with Google Sheets** 24 steps · calls a model · Google Sheets, Slack](https://millionrounds.com/workflow/audit-and-cancel-unused-saas-seats-with-google-sheets)
- [**Benchmark employer brand on Glassdoor with Bright Data** 24 steps · calls a model · Slack, n8n data table](https://millionrounds.com/workflow/benchmark-employer-brand-on-glassdoor-with-bright-data)
- [**Compare products and generate visual scorecards in Telegram** 24 steps · calls a model · Google Sheets, Telegram](https://millionrounds.com/workflow/compare-products-and-generate-visual-scorecards-in-telegram)