The flow
Starts it 5Model 2Logic 4Service 5
The steps in the order they run, from what starts it.
- 1When Lead CapturedWebhookStarts it
- 2When Deal WonWebhookStarts it
- 3On 1st Month at 08:00 AMSchedule triggerStarts it
- 4Claude Sonnet ModelLm Chat AnthropicModel
- 5Transform Lead DataCodeLogic
- 6Search Lead Source in SheetsGoogle SheetsService
- 7Specify Report RecipientSetLogic
- 8Generate Exec SummaryChain LlmModel
- 9Append Lead to SheetsGoogle SheetsService
- 10Calculate Channel RevenueCodeLogic
- 11Read Revenue from SheetsGoogle SheetsService
- 12Send Monthly Report via EmailGmailService
- 13Confirm Lead LoggedRespond To WebhookStarts it
- 14Append Revenue to SheetsGoogle SheetsService
- 15Summarize Revenue by ChannelCodeLogic
- 16Confirm Revenue LoggedRespond To WebhookStarts it
How it's built
- Starts on
- Another system calling it
- Steps
- 16
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Google Sheets
- Model
- Claude
Questions
What does it need to run?
An n8n account, plus your own Gmail and Google Sheets accounts, and a key for Claude. 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 Claude. 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.
Before you run itNothing 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.