Automation library · CRM

Manage Streak CRM with WhatsApp and OpenAI

Started by an incoming WhatsApp message, and works across WhatsApp. It puts Gemini and OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 29 steps, 1 branch: large, and worth reading before you trust it with anything live.

LargeCalls a model: Gemini, OpenAIRetrieval

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29 stepsLarge: read it before trusting it with anything live
1Branch: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Model 6Logic 3Service 19

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

  1. 1WhatsApp TriggerWhats App triggerStarts it
  2. 2Simple MemoryMemory Buffer WindowModel
  3. 3Get_boxes_detailsStreak ToolService
  4. 4OpenAI Chat ModelLm Chat Open AiModel
  5. 5Comment tagHttp Request ToolService
  6. 6Update_box_in_StreakStreak ToolService
  7. 7Create a contactStreak ToolService
  8. 8Update a contactStreak ToolService
  9. 9Google Gemini Chat ModelLm Chat Google GeminiModel
  10. 10Create a box in a pipeline in StreakStreak ToolService
  11. 11Streak_DocTavily ToolService
  12. 12Get_user_in_StreakStreak ToolService
  13. 13Get_pipeline-filedsStreak ToolService
  14. 14Get_Custom_OperationHttp Request ToolService
  15. 15POST_Custom_OperationHttp Request ToolService
  16. 16Link_contact_to_boxHttp Request ToolService
  17. 17Create_task_in_box_StreakStreak ToolService
  18. 18Get a task in StreakStreak ToolService
  19. 19Route input TypesSwitchLogic
  20. 20Chat with Streak CRMAgentModel
  21. 21Map text promptSetLogic
  22. 22Gets WhatsApp Voicemail Source URLWhats AppService
  23. 23Gets WhatsApp Image Source URLWhats AppService
  24. 24Send messageWhats AppService
  25. 25Download VoicemailHttp RequestService
  26. 26Download ImageHttp RequestService
  27. 27OpenAIOpen AiModel
  28. 28OpenAI1Open AiModel
  29. 29Map image promptSetLogic

How it's built

Starts on
An incoming WhatsApp message
Steps
29, with 1 branch
Size
Large: read it before trusting it with anything live
Connects to
WhatsApp
Model
Gemini, OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

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

What starts it?

It starts on an incoming WhatsApp message.

Does it use AI?

Yes. It calls Gemini and OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 29 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 29 steps before you point it at anything that matters.