Automation library · CRM

Territory mapper: maps CRM data

Started by another system calling it, and works across Postgres. It hands the judgement calls to OpenAI. 14 steps, 3 loops or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAI

14 stepsMedium: a working afternoon
0Branches: places the flow splits
3Loops or waits
1Service it connects to

The flow

Starts it 3Model 3Logic 5Service 3

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

  1. 1When clicking ‘Execute workflow’Manual triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Structured Output ParserOutput Parser StructuredModel
  4. 4Schedule TriggerSchedule triggerStarts it
  5. 5WebhookWebhookStarts it
  6. 6Execute a SQL queryPostgresService
  7. 7AI AgentAgentModel
  8. 8Split OutSplit OutLogic
  9. 9Loop Over Items1Split In BatchesLogic
  10. 10Update rows in a tablePostgresService
  11. 11Loop Over ItemsSplit In BatchesLogic
  12. 12AggregateAggregateLogic
  13. 13HTTP RequestHttp RequestService
  14. 14WaitWaitLogic

How it's built

Starts on
Another system calling it
Steps
14, 3 loops or waits
Size
Medium: a working afternoon
Connects to
Postgres
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Postgres account, 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. 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.

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 14 steps before you point it at anything that matters.