Tägliche Zusammenfassung von Pipedrive-Transaktionen mit GPT-4o-mini

Fortgeschritten

Dies ist ein AI Summarization, Multimodal AI-Bereich Automatisierungsworkflow mit 14 Nodes. Hauptsächlich werden Set, Code, Aggregate, Pipedrive, Summarize und andere Nodes verwendet. Generierung von täglichen Pipedrive-Transaktionszusammenfassungen mit GPT-4o-mini

Voraussetzungen
  • OpenAI API Key
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
  "meta": {
    "instanceId": "ad0113c344ee237399e44e9f11798b05baeb83a6196d514a9ae9d2ad71c3b5c9",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "165f2d3a-d197-4112-91ed-b8397cc6194d",
      "name": "Bei Klick auf 'Workflow ausführen'",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -416,
        1952
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "d6630b97-9d30-4dd1-a6e4-c547499bd2b6",
      "name": "Mehrere Deals abrufen",
      "type": "n8n-nodes-base.pipedrive",
      "position": [
        -192,
        2480
      ],
      "parameters": {
        "filters": {},
        "operation": "getAll",
        "returnAll": true
      },
      "credentials": {
        "pipedriveApi": {
          "id": "Tk6DUhlSCIuPlg0c",
          "name": "Pipedrive account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "3487ab2c-d87a-499a-9cd7-860100ad31fb",
      "name": "Mehrere Notizen abrufen",
      "type": "n8n-nodes-base.pipedrive",
      "position": [
        240,
        1920
      ],
      "parameters": {
        "resource": "note",
        "operation": "getAll",
        "returnAll": true,
        "additionalFields": {
          "deal_id": "={{ $json.id }}"
        }
      },
      "credentials": {
        "pipedriveApi": {
          "id": "Tk6DUhlSCIuPlg0c",
          "name": "Pipedrive account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "2620c098-2507-4884-9392-905ece30ecab",
      "name": "Code",
      "type": "n8n-nodes-base.code",
      "position": [
        48,
        1952
      ],
      "parameters": {
        "jsCode": "// Code node: Rename stage_id numbers to names\n// Input: items with item.json.stage_id\n// Output: item.json.stage_name (string)\n\nconst stageMap = {\n  1: \"Prospecting\",\n  2: \"Qualified\",\n  3: \"Proposal Sent\",\n  4: \"Negotiation\",\n  5: \"Closed Won\"\n};\n\nreturn items.map(item => {\n  const stageId = item.json.stage_id;\n  item.json.stage_name = stageMap[stageId] || `Unknown (${stageId})`;\n  return item;\n});\n"
      },
      "typeVersion": 2
    },
    {
      "id": "e5925254-2fa0-4c4e-96ad-44a4f7afc2c9",
      "name": "OpenAI Chat Model3",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        1104,
        2416
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini",
          "cachedResultName": "gpt-4o-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "4l6TDfLZVFS24g3X",
          "name": "OpenAi account 4"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "f57e1044-3d56-438a-957e-d09de9c48f1e",
      "name": "Haftnotiz8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -912,
        1760
      ],
      "parameters": {
        "width": 400,
        "height": 912,
        "content": "\n## ⚙️ Setup Instructions\n\n### 1️⃣ Set Up OpenAI Connection\n1. Go to [OpenAI Platform](https://platform.openai.com/api-keys)  \n2. Navigate to [OpenAI Billing](https://platform.openai.com/settings/organization/billing/overview)  \n3. Add funds to your billing account  \n4. Copy your API key into the **OpenAI credentials** in n8n  \n\n### 2️⃣ Connect Pipedrive\n1. In **Pipedrive** → **Personal preferences → API** → copy your **API token**  \n   - URL shortcut: `https://{your-company}.pipedrive.com/settings/personal/api`  \n2. In **n8n** → **Credentials → New → Pipedrive API**  \n   - **Company domain**: `{your-company}` (the subdomain in your Pipedrive URL)  \n   - **API Token**: paste the token from step 1 → **Save**  \n3. In the **Pipedrive nodes**, select your Pipedrive credential and (optionally) set filters (e.g., owner, label, created time).\n\n\n\n## 📬 Contact\nNeed help extending this (e.g., send summaries by Slack/Email, or auto-create tasks in Pipedrive)?\n\n- 📧 **robert@ynteractive.com**  \n- 🔗 **[Robert Breen](https://www.linkedin.com/in/robert-breen-29429625/)**  \n- 🌐 **[ynteractive.com](https://ynteractive.com)**\n"
      },
      "typeVersion": 1
    },
    {
      "id": "5a4cc9ef-73a0-4137-bfa8-be951faddf98",
      "name": "Haftnotiz56",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -480,
        1760
      ],
      "parameters": {
        "color": 7,
        "width": 1984,
        "height": 912,
        "content": "# 📊 Pipedrive Deals Daily Summary (n8n + OpenAI)\n\nThis workflow fetches **deals and their notes from Pipedrive**, cleans up stage IDs into names, aggregates the information, and uses **OpenAI** to generate a daily summary of your funnel.\n\n---"
      },
      "typeVersion": 1
    },
    {
      "id": "4c55d8b2-a416-4c2b-b4f4-2505ac3a1d75",
      "name": "Haftnotiz9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -288,
        2080
      ],
      "parameters": {
        "color": 3,
        "width": 288,
        "height": 544,
        "content": "### 2️⃣ Connect Pipedrive\n1. In **Pipedrive** → **Personal preferences → API** → copy your **API token**  \n   - URL shortcut: `https://{your-company}.pipedrive.com/settings/personal/api`  \n2. In **n8n** → **Credentials → New → Pipedrive API**  \n   - **Company domain**: `{your-company}` (the subdomain in your Pipedrive URL)  \n   - **API Token**: paste the token from step 1 → **Save**  \n3. In the **Pipedrive Tool** node, select your Pipedrive credential and (optionally) set filters (e.g., owner, label, created time).\n"
      },
      "typeVersion": 1
    },
    {
      "id": "48b1c9e1-576b-475a-8f64-d237fdb5bc12",
      "name": "Haftnotiz11",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        992,
        2256
      ],
      "parameters": {
        "color": 3,
        "width": 288,
        "height": 304,
        "content": "### 1️⃣ Set Up OpenAI Connection\n1. Go to [OpenAI Platform](https://platform.openai.com/api-keys)  \n2. Navigate to [OpenAI Billing](https://platform.openai.com/settings/organization/billing/overview)  \n3. Add funds to your billing account  \n4. Copy your API key into the **OpenAI credentials** in n8n  "
      },
      "typeVersion": 1
    },
    {
      "id": "ce5d2198-e82a-4cec-9367-874798dbee30",
      "name": "Notizen kombinieren",
      "type": "n8n-nodes-base.summarize",
      "position": [
        336,
        2304
      ],
      "parameters": {
        "options": {},
        "fieldsToSplitBy": "deal_id",
        "fieldsToSummarize": {
          "values": [
            {
              "field": "content",
              "separateBy": "=,",
              "aggregation": "concatenate"
            },
            {
              "field": "deal.title",
              "aggregation": "max"
            }
          ]
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "477886ba-3c21-4b1c-badd-c802f63bbcd4",
      "name": "Feldnamen setzen",
      "type": "n8n-nodes-base.set",
      "position": [
        528,
        2144
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "1d2af38f-855d-435a-b70c-24cf560d103f",
              "name": "stage_name",
              "type": "string",
              "value": "={{ $('Code').item.json.stage_name }}"
            },
            {
              "id": "eb58ba6e-4722-4cc5-be7c-031a823a3488",
              "name": "deal.title",
              "type": "string",
              "value": "={{ $json.max_deal_title }}"
            },
            {
              "id": "d4fe6419-7954-450d-87ab-788149086bd5",
              "name": "content",
              "type": "string",
              "value": "={{ $json.concatenated_content }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "1bde07e2-8487-4589-9b96-6b10fc19612a",
      "name": "Für Agent aggregieren",
      "type": "n8n-nodes-base.aggregate",
      "position": [
        688,
        2032
      ],
      "parameters": {
        "options": {},
        "aggregate": "aggregateAllItemData"
      },
      "typeVersion": 1
    },
    {
      "id": "63f75533-fb6e-47eb-82e0-34ed04e2dd58",
      "name": "Objekte in Text umwandeln",
      "type": "n8n-nodes-base.set",
      "position": [
        896,
        1968
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "9578adb8-b0e3-4629-a375-8ac9585022f2",
              "name": "data",
              "type": "string",
              "value": "={{ $json.data }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "5c9c8df3-4038-4aa6-8555-aa52abfe0572",
      "name": "Pipedrive zusammenfassen",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        1152,
        1936
      ],
      "parameters": {
        "text": "=Deals: {{ $json.data }}",
        "options": {
          "systemMessage": "You are a helpful assistant. Do a daily summary of the deals in our pipedrive funnel. "
        },
        "promptType": "define"
      },
      "typeVersion": 2.2
    }
  ],
  "pinData": {},
  "connections": {
    "2620c098-2507-4884-9392-905ece30ecab": {
      "main": [
        [
          {
            "node": "3487ab2c-d87a-499a-9cd7-860100ad31fb",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "ce5d2198-e82a-4cec-9367-874798dbee30": {
      "main": [
        [
          {
            "node": "477886ba-3c21-4b1c-badd-c802f63bbcd4",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "d6630b97-9d30-4dd1-a6e4-c547499bd2b6": {
      "main": [
        [
          {
            "node": "2620c098-2507-4884-9392-905ece30ecab",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "3487ab2c-d87a-499a-9cd7-860100ad31fb": {
      "main": [
        [
          {
            "node": "ce5d2198-e82a-4cec-9367-874798dbee30",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "477886ba-3c21-4b1c-badd-c802f63bbcd4": {
      "main": [
        [
          {
            "node": "1bde07e2-8487-4589-9b96-6b10fc19612a",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "e5925254-2fa0-4c4e-96ad-44a4f7afc2c9": {
      "ai_languageModel": [
        [
          {
            "node": "5c9c8df3-4038-4aa6-8555-aa52abfe0572",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "1bde07e2-8487-4589-9b96-6b10fc19612a": {
      "main": [
        [
          {
            "node": "63f75533-fb6e-47eb-82e0-34ed04e2dd58",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "63f75533-fb6e-47eb-82e0-34ed04e2dd58": {
      "main": [
        [
          {
            "node": "5c9c8df3-4038-4aa6-8555-aa52abfe0572",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "165f2d3a-d197-4112-91ed-b8397cc6194d": {
      "main": [
        [
          {
            "node": "d6630b97-9d30-4dd1-a6e4-c547499bd2b6",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
Häufig gestellte Fragen

Wie verwende ich diesen Workflow?

Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.

Für welche Szenarien ist dieser Workflow geeignet?

Fortgeschritten - KI-Zusammenfassung, Multimodales KI

Ist es kostenpflichtig?

Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.

Workflow-Informationen
Schwierigkeitsgrad
Fortgeschritten
Anzahl der Nodes14
Kategorie2
Node-Typen9
Schwierigkeitsbeschreibung

Für erfahrene Benutzer, mittelkomplexe Workflows mit 6-15 Nodes

Autor
Robert Breen

Robert Breen

@rbreen

Professional services consultant with over 10 years of experience solving complex business problems across industries. I specialize in n8n and process automation—designing custom workflows that integrate tools like Google Calendar, Airtable, GPT, and internal systems. Whether you need to automate scheduling, sync data, or streamline operations, I build solutions that save time and drive results.

Externe Links
Auf n8n.io ansehen

Diesen Workflow teilen

Kategorien

Kategorien: 34