Automation library · Chat assistants

Route ERP tasks across departments with OpenAI and Slack

Started by another system calling it, and works across Gmail, Slack and n8n data table. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 44 steps, 2 branches: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAIRetrieval

Download free
44 stepsLarge: read it before trusting it with anything live
2Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 2Model 28Logic 4Service 10

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

  1. 1Webhook - External SystemsWebhookStarts it
  2. 2Schedule - Daily OperationsSchedule triggerStarts it
  3. 3Orchestrator ModelLm Chat Open AiModel
  4. 4Orchestrator MemoryMemory Buffer WindowModel
  5. 5Orchestrator ERP ToolHttp Request ToolService
  6. 6Orchestrator CalculatorTool CalculatorModel
  7. 7Orchestrator ParserOutput Parser StructuredModel
  8. 8Engineering ModelLm Chat Open AiModel
  9. 9Engineering MemoryMemory Buffer WindowModel
  10. 10Engineering ERP ToolHttp Request ToolService
  11. 11Engineering CalculatorTool CalculatorModel
  12. 12Engineering ParserOutput Parser StructuredModel
  13. 13Finance ModelLm Chat Open AiModel
  14. 14Finance MemoryMemory Buffer WindowModel
  15. 15Finance ERP ToolHttp Request ToolService
  16. 16Finance CalculatorTool CalculatorModel
  17. 17Finance ParserOutput Parser StructuredModel
  18. 18HR ModelLm Chat Open AiModel
  19. 19HR MemoryMemory Buffer WindowModel
  20. 20HR ERP ToolHttp Request ToolService
  21. 21HR ParserOutput Parser StructuredModel
  22. 22Admin ModelLm Chat Open AiModel
  23. 23Admin MemoryMemory Buffer WindowModel
  24. 24Admin ERP ToolHttp Request ToolService
  25. 25Admin ParserOutput Parser StructuredModel
  26. 26Reporting ModelLm Chat Open AiModel
  27. 27Reporting MemoryMemory Buffer WindowModel
  28. 28Reporting CalculatorTool CalculatorModel
  29. 29Reporting ParserOutput Parser StructuredModel
  30. 30Orchestrator AgentAgentModel
  31. 31Fetch Pending TasksData TableService
  32. 32Engineering AgentAgentModel
  33. 33Finance AgentAgentModel
  34. 34HR AgentAgentModel
  35. 35Admin AgentAgentModel
  36. 36Generate Daily ReportAgentModel
  37. 37Route by DepartmentSwitchLogic
  38. 38Aggregate TasksAggregateLogic
  39. 39Combine Agent ResultsMergeLogic
  40. 40Email Daily ReportGmailService
  41. 41Requires Human Approval?IfLogic
  42. 42Send Approval EmailGmailService
  43. 43Notify Team on SlackSlackService
  44. 44Store Task ResultData TableService

How it's built

Starts on
Another system calling it
Steps
44, with 2 branches
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Slack, n8n data table
Model
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 Gmail 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 another system calling it.

Does it use AI?

Yes. It calls 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 44 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 44 steps before you point it at anything that matters.