Automation library · CRM

Screen and score investment deals with OpenAI and Gmail

Started by another system calling it, and works across Gmail, Google Sheets and Telegram. It hands the judgement calls to OpenAI. 18 steps, 3 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

Download free
18 stepsMedium: a working afternoon
3Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 3Model 2Logic 9Service 4

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

  1. 1New Email ReceivedGmail triggerStarts it
  2. 2Deal Submission WebhookWebhookStarts it
  3. 3Normalize Email DataSetLogic
  4. 4Respond - Deal ReceivedRespond To WebhookStarts it
  5. 5Build Deal TextCodeLogic
  6. 6Normalize Webhook DataSetLogic
  7. 7Has Deal Content?IfLogic
  8. 8Extract Deal Info - OpenAIOpen AiModel
  9. 9Stop - No Deal ContentStop And ErrorLogic
  10. 10Merge Deal FieldsSetLogic
  11. 11Score Deal - OpenAIOpen AiModel
  12. 12Parse Score ResultsSetLogic
  13. 13Is PASS?IfLogic
  14. 14Telegram - PASS AlertTelegramService
  15. 15Is REVIEW?IfLogic
  16. 16Log Deal to Pipeline SheetGoogle SheetsService
  17. 17Telegram - REVIEW NoticeTelegramService
  18. 18Telegram - REJECT LogTelegramService

How it's built

Starts on
Another system calling it
Steps
18, with 3 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Telegram
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets and Telegram 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. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 18 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.

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 18 steps before you point it at anything that matters.