The flow
Starts it 2Logic 4Service 8
The steps in the order they run, from what starts it.
- 1Gmail TriggerGmail triggerStarts it
- 2On Workflow ErrorError triggerStarts it
- 3Get Gmail Message ContentGmailService
- 4Slack – Post Workflow Error AlertSlackService
- 5Extract CSV from Email AttachmentExtract From FileService
- 6Loop Over CSV RowsSplit In BatchesLogic
- 7Build Unique Key & Map CSV FieldsCodeLogic
- 8Search Missed Sales Record by Unique KeyHttp RequestService
- 9Record Already Exists?IfLogic
- 10Create Missed Sales RecordHttp RequestService
- 11Search GHL Opportunity by PO NumberHttp RequestService
- 12Opportunity Found?IfLogic
- 13Link Missed Sale Record to OpportunityHttp RequestService
- 14Update Missed Sales Record – Set Source TypeHttp RequestService
How it's built
- Starts on
- An arriving email
- Steps
- 14, with 2 branches, 1 loop or waits
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Slack
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Gmail and Slack accounts. You connect your own accounts after importing it; none are included.
What starts it?
It starts on an arriving email.
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. 14 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 14 steps before you point it at anything that matters.