Automation library · CRM

Update sales CRM and tasks from Gmail with Gemini

Started by an arriving email, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to Gemini. 12 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: Gemini

12 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 3Logic 2Service 6

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

  1. 1Watch Sales InboxGmail triggerStarts it
  2. 2Google Gemini Chat ModelLm Chat Google GeminiModel
  3. 3Deal ParserOutput Parser StructuredModel
  4. 4Extract Deal Update with GeminiChain LlmModel
  5. 5Shape Deal UpdateCodeLogic
  6. 6Update CRM RowGoogle SheetsService
  7. 7Log Next ActionGoogle SheetsService
  8. 8Draft Follow-up ReplyGmailService
  9. 9Route by Deal RiskSwitchLogic
  10. 10Alert Deal at RiskSlackService
  11. 11Announce Closed WonSlackService
  12. 12Mark Email ProcessedGmailService

How it's built

Starts on
An arriving email
Steps
12, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Slack
Model
Gemini

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets and Slack accounts, and a key for Gemini. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an arriving email.

Does it use AI?

Yes. It calls Gemini. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 12 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 12 steps before you point it at anything that matters.