The flow
Starts it 1Model 2Logic 6Service 2
The steps in the order they run, from what starts it.
- 1Monitor Deal ActivitySchedule triggerStarts it
- 2OpenAI Chat ModelLm Chat Open AiModel
- 3Get Active DealsZoho CrmService
- 4Generate Acceleration TacticsAgentModel
- 5Process Each DealSplit OutLogic
- 6Enrich Deals with AIMergeLogic
- 7Calculate Momentum MetricsCodeLogic
- 8Format Deal Alert MessageCodeLogic
- 9Filter Slowing DealsIfLogic
- 10Prepare Alert MessageSetLogic
- 11Send Alert to Sales TeamSlackService
How it's built
- Starts on
- A clock
- Steps
- 11, with 1 branch
- Size
- Medium: a working afternoon
- Connects to
- Slack
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own Slack account, 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. 11 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 11 steps before you point it at anything that matters.