The flow
Starts it 1Model 3Logic 5Service 7
The steps in the order they run, from what starts it.
- 1Monthly QBR ScheduleSchedule triggerStarts it
- 2OpenAI, GenerateLm Chat Open AiModel
- 3QBR Narrative SchemaOutput Parser StructuredModel
- 4Set Account ConfigCodeLogic
- 5Generate QBR NarrativeAgentModel
- 6Get HubSpot AccountHubspotService
- 7Create Google SlidesGoogle SlidesService
- 8Safe HubSpot ExtractCodeLogic
- 9Log QBR TrackerGoogle SheetsService
- 10Get Usage MetricsHttp RequestService
- 11Email Account ManagerGmailService
- 12Get NPS ScoresHttp RequestService
- 13Aggregate NPSCodeLogic
- 14Get Support TicketsHttp RequestService
- 15Aggregate SupportCodeLogic
- 16Build QBR ContextCodeLogic
How it's built
- Starts on
- A clock
- Steps
- 16
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Google Sheets, Google Slides, HubSpot
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own Gmail, Google Sheets, Google Slides and HubSpot 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?
Plan an afternoon. 16 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 16 steps before you point it at anything that matters.