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Intermédiaire

Ceci est unCRM, AI Summarizationworkflow d'automatisation du domainecontenant 15 nœuds.Utilise principalement des nœuds comme Code, Gmail, Trello, Webhook, Telegram. Générer automatiquement des insights de vente à partir de tableaux et notifier instantanément l'équipe avec Gemini

Prérequis
  • •Compte Google et informations d'identification Gmail API
  • •Point de terminaison HTTP Webhook (généré automatiquement par n8n)
  • •Token Bot Telegram
  • •Informations d'identification Google Sheets API
  • •Clé API Google Gemini

Nœuds utilisés (15)

Code
Gmail
Trello
Webhook
Telegram
StickyNote
GoogleSheets
GoogleCalendar
ChainLlm
TextClassifier
ChainSummarization
LmChatGoogleGemini

Catégorie

CRM
Résumé IA
Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
React Flow
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
  "id": "coBopLGa9cP3cCp0",
  "meta": {
    "instanceId": "d02289ff41436fdfe97f97a509483d64007d2a482e6a216298112e027bb59fbf",
    "templateCredsSetupCompleted": true
  },
  "name": "Monitoring Business Daily Metrics",
  "tags": [],
  "nodes": [
    {
      "id": "b922d17e-4f70-41b0-a885-4bad99505cc4",
      "name": "Webhook",
      "type": "n8n-nodes-base.webhook",
      "position": [
        0,
        0
      ],
      "webhookId": "5e2d95f2-a6c7-4ae0-b3bd-c10bde013de9",
      "parameters": {
        "path": "5e2d95f2-a6c7-4ae0-b3bd-c10bde013de9",
        "options": {},
        "httpMethod": "POST"
      },
      "typeVersion": 2
    },
    {
      "id": "138de074-7f57-43ba-8feb-b7d93026e26a",
      "name": "Enregistrer dans la feuille",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        208,
        0
      ],
      "parameters": {
        "columns": {
          "value": {
            "Date": "={{ $json.body.date }}",
            "New Leads": "={{ $json.body.newLeads }}",
            "Calls Made": "={{ $json.body.callsMade }}",
            "Revenue ($)": "={{ $json.body.revenue }}",
            "Deals Closed": "={{ $json.body.dealsClosed }}",
            "Demos Booked": "={{ $json.body.demosBooked }}"
          },
          "schema": [
            {
              "id": "Date",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Date",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "New Leads",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "New Leads",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Calls Made",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Calls Made",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Demos Booked",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Demos Booked",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Deals Closed",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Deals Closed",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Revenue ($)",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Revenue ($)",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "append",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "",
          "cachedResultUrl": "",
          "cachedResultName": ""
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "",
          "cachedResultUrl": "",
          "cachedResultName": ""
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "hhkaTilBRdo87XG7",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 4.6
    },
    {
      "id": "bf661e88-82d8-40c1-837f-e341ceeef8c0",
      "name": "Obtenir toutes les lignes",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        400,
        0
      ],
      "parameters": {
        "options": {},
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "",
          "cachedResultUrl": "",
          "cachedResultName": ""
        },
        "documentId": {
          "__rl": true,
          "mode": "url",
          "value": ""
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "hhkaTilBRdo87XG7",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 4.6
    },
    {
      "id": "7365f559-c550-4c35-b276-e01f0115df42",
      "name": "Google Gemini Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini",
      "position": [
        1088,
        256
      ],
      "parameters": {
        "options": {},
        "modelName": "models/gemini-2.5-pro"
      },
      "credentials": {
        "googlePalmApi": {
          "id": "LqsDVdm5OmSBk8zP",
          "name": "Google Gemini(PaLM) Api account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "5175473d-5f3d-4771-8373-287b6bbe9897",
      "name": "Générer des insights",
      "type": "@n8n/n8n-nodes-langchain.chainSummarization",
      "position": [
        800,
        0
      ],
      "parameters": {
        "options": {
          "summarizationMethodAndPrompts": {
            "values": {
              "prompt": "Write a concise summary of the daily business metrics, Show the current situation by comparing the latest data to the previous 3 days. The revenue is on dollars. Generate a summary with html format only the body and remove the intro and remove ```html tag because it's not rendered well, show the changes from previous date in percentage and seperate column. this text will attached for the email message:\n\n\n\"{text}\"\n",
              "combineMapPrompt": "Write a concise summary following:\n\n\n\"{text}\"\n\nCONCISE SUMMARY:"
            }
          }
        },
        "chunkSize": 100000
      },
      "typeVersion": 2.1
    },
    {
      "id": "1a0f5b2d-7024-462e-9349-c6e8998c57a9",
      "name": "Envoyer un message",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1168,
        -256
      ],
      "webhookId": "6cae85b5-583e-4104-b5e2-32f4aeb4cc24",
      "parameters": {
        "sendTo": "rully.saputra4@gmail.com",
        "message": "=Daily Report Summary\n\n{{ $json.output.text }}",
        "options": {},
        "subject": "=Business Metrics - {{ $('Concat Sales Data').item.json.lastDate }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "jnWB2PPVjndum47v",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "25589e11-7088-416e-8232-8ccd22c23cc7",
      "name": "Note adhésive",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -48,
        -240
      ],
      "parameters": {
        "width": 416,
        "height": 176,
        "content": "## Daily Sales Metrics Auto-Insight\n\nThis workflow automates the process of collecting daily sales metrics from Google Sheets, summarize the insights using Google Gemini model, and sends a concise report to email automatically."
      },
      "typeVersion": 1
    },
    {
      "id": "3b1d401b-18f5-4ffc-95d1-93be8cc6156d",
      "name": "Concaténer les données commerciales",
      "type": "n8n-nodes-base.code",
      "position": [
        576,
        0
      ],
      "parameters": {
        "jsCode": "const data = []\nfor (const item of $input.all()) {\n  data.push({\n    date: `Date: ${item.json.Date}`,\n    newLeads: `New Leads: ${item.json['New Leads']}`,\n    callsMade: `Calls Made: ${item.json['Calls Made']}`,\n    demosBooked: `Demos Booked: ${item.json['Demos Booked']}`,\n    dealsClosed: `Deals Closed: ${item.json['Deals Closed']}`,\n    revenue: `Revenue in $: ${item.json['Revenue ($)']}`\n  })\n}\n\nreturn [\n  {\n    json: {\n      lastDate:$('Webhook').first().json.body.date,\n      data\n    }\n  }\n]"
      },
      "typeVersion": 2
    },
    {
      "id": "a9c81702-a52d-41ec-95b3-cedc6583f6c5",
      "name": "Note adhésive1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        352,
        208
      ],
      "parameters": {
        "color": 7,
        "content": "## Processing Data\n\nConcating data into one string to helping the model generate insights easier"
      },
      "typeVersion": 1
    },
    {
      "id": "6dc8a3b2-bd8d-4055-9e90-0df55b3eeec2",
      "name": "Créer un backlog",
      "type": "n8n-nodes-base.trello",
      "position": [
        1792,
        176
      ],
      "parameters": {
        "name": "={{ $workflow.name }}-  {{ $now }}",
        "listId": "66266d87882b20a8324063bc",
        "description": "={{ $json.text }}",
        "additionalFields": {
          "idMembers": "5b90fe107e11f13a69d74fde"
        }
      },
      "credentials": {
        "trelloApi": {
          "id": "VS372VfWnHDK7QwR",
          "name": "Trello account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "c689b22f-26cf-4699-8f32-661708bdf3cb",
      "name": "Classer l'insight",
      "type": "@n8n/n8n-nodes-langchain.textClassifier",
      "position": [
        1440,
        -16
      ],
      "parameters": {
        "options": {
          "systemPromptTemplate": "Please classify the text provided by the user into one of the following categories: {categories}, and use the provided formatting instructions below. Don't explain, and only output the text with cleared html tag. Clear the html string to get the actual data"
        },
        "inputText": "={{ $json.text }}",
        "categories": {
          "categories": [
            {
              "category": "Good",
              "description": "The revenue has increased by 5% and the demo closed has increased compared to three days ago."
            },
            {
              "category": "Bad",
              "description": "the revenue has decreased by 5% and the deals closed is same compared to three days ago"
            },
            {
              "category": "Very Bad",
              "description": "the revenue has decreased by 15% and deal closed around 0-3 deals compared to three days ago"
            }
          ]
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "e5bf06e8-9531-46fe-a4d9-5eda708cbf6e",
      "name": "Supprimer les balises HTML",
      "type": "@n8n/n8n-nodes-langchain.chainLlm",
      "position": [
        1136,
        0
      ],
      "parameters": {
        "text": "=clean this text from html tag to retrieve the information. Don't explain, just return the cleaned text following the telegram format message.\n\n{{ $json.output.text }}",
        "batching": {},
        "promptType": "define"
      },
      "typeVersion": 1.7
    },
    {
      "id": "407597d8-dbdc-4562-ad4f-f1abda2433a1",
      "name": "Notifier le groupe",
      "type": "n8n-nodes-base.telegram",
      "position": [
        1856,
        -80
      ],
      "webhookId": "3014e752-b166-45ab-9c6a-0a2c4e21db0b",
      "parameters": {
        "text": "={{ $workflow.name }}- {{ $now }}\n\nThe performance\n{{ $json.text }}",
        "chatId": "-4869385284",
        "additionalFields": {}
      },
      "credentials": {
        "telegramApi": {
          "id": "BDQbUISqJJFVGPsF",
          "name": "Telegram account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "243e3add-1b8a-47b5-b6b6-fcdf7c687c49",
      "name": "Créer une réunion",
      "type": "n8n-nodes-base.googleCalendar",
      "position": [
        1936,
        176
      ],
      "parameters": {
        "end": "={{ $now.plus(25, 'hour') }}",
        "start": "={{ $now.plus(24, 'hours')}}",
        "calendar": {
          "__rl": true,
          "mode": "list",
          "value": "rumahdwikora2@gmail.com",
          "cachedResultName": "rumahdwikora2@gmail.com"
        },
        "additionalFields": {
          "summary": "=Business Daily Metrics - {{ $today }}",
          "attendees": [
            "rully.saputra4@gmail.com"
          ],
          "description": "=Discussing the very bad business daily metrics {{ $json.url }}",
          "guestsCanInviteOthers": true
        }
      },
      "credentials": {
        "googleCalendarOAuth2Api": {
          "id": "iIjE8gZbePEd5pzy",
          "name": "Google Calendar account"
        }
      },
      "typeVersion": 1.3
    },
    {
      "id": "b156c86d-2a06-4795-88a3-13b134c3c50e",
      "name": "Note adhésive2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1600,
        368
      ],
      "parameters": {
        "color": 7,
        "width": 336,
        "height": 208,
        "content": "## Creating immediate action\n\nCreate a card backlog, attach to the event description and invite the stakeholders"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "8fdcf839-fcbd-4553-874e-385d6358c031",
  "connections": {
    "b922d17e-4f70-41b0-a885-4bad99505cc4": {
      "main": [
        [
          {
            "node": "138de074-7f57-43ba-8feb-b7d93026e26a",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "bf661e88-82d8-40c1-837f-e341ceeef8c0": {
      "main": [
        [
          {
            "node": "3b1d401b-18f5-4ffc-95d1-93be8cc6156d",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "138de074-7f57-43ba-8feb-b7d93026e26a": {
      "main": [
        [
          {
            "node": "bf661e88-82d8-40c1-837f-e341ceeef8c0",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "c689b22f-26cf-4699-8f32-661708bdf3cb": {
      "main": [
        [
          {
            "node": "407597d8-dbdc-4562-ad4f-f1abda2433a1",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "407597d8-dbdc-4562-ad4f-f1abda2433a1",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "6dc8a3b2-bd8d-4055-9e90-0df55b3eeec2",
            "type": "main",
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          }
        ]
      ]
    },
    "6dc8a3b2-bd8d-4055-9e90-0df55b3eeec2": {
      "main": [
        [
          {
            "node": "243e3add-1b8a-47b5-b6b6-fcdf7c687c49",
            "type": "main",
            "index": 0
          }
        ]
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    },
    "e5bf06e8-9531-46fe-a4d9-5eda708cbf6e": {
      "main": [
        [
          {
            "node": "c689b22f-26cf-4699-8f32-661708bdf3cb",
            "type": "main",
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          }
        ]
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    },
    "3b1d401b-18f5-4ffc-95d1-93be8cc6156d": {
      "main": [
        [
          {
            "node": "5175473d-5f3d-4771-8373-287b6bbe9897",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "5175473d-5f3d-4771-8373-287b6bbe9897": {
      "main": [
        [
          {
            "node": "1a0f5b2d-7024-462e-9349-c6e8998c57a9",
            "type": "main",
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          },
          {
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            "type": "main",
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          }
        ]
      ]
    },
    "7365f559-c550-4c35-b276-e01f0115df42": {
      "ai_languageModel": [
        [
          {
            "node": "5175473d-5f3d-4771-8373-287b6bbe9897",
            "type": "ai_languageModel",
            "index": 0
          },
          {
            "node": "c689b22f-26cf-4699-8f32-661708bdf3cb",
            "type": "ai_languageModel",
            "index": 0
          },
          {
            "node": "e5bf06e8-9531-46fe-a4d9-5eda708cbf6e",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    }
  }
}
Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Intermédiaire - CRM, Résumé IA

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.

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Informations sur le workflow
Niveau de difficulté
Intermédiaire
Nombre de nœuds15
Catégorie2
Types de nœuds12
Description de la difficulté

Adapté aux utilisateurs expérimentés, avec des workflows de complexité moyenne contenant 6-15 nœuds

Auteur
Rully Saputra

Rully Saputra

@rullysaputra15

Specializing in software engineering with over 5 years of hands-on experience. In addition to my expertise in web development, I also have experience in creating Hybrid mobile apps.

Liens externes
Voir sur n8n.io →

Partager ce workflow

Catégories

IA Multimodale
1540
Intelligence Artificielle
1108
Création de contenu
695
Résumé IA
516
Marketing
419
Chatbot IA
251
Ingénierie
241
Étude de marché
203
Divers
193
Autres
176
Ventes
162
Opérations IT
156
Extraction de documents
147
RAG IA
146
Blocs de construction
144
Réseaux sociaux
137
Génération de leads
125
Productivité personnelle
117
DevOps
111
Ressources Humaines
101
Support
97
Nurturing de leads
87
CRM
82
Finance
81
Produit
77
Chatbot de support
76
Design
70
Gestion des tickets
67
Opérations de sécurité
57
Traitement des factures
53
Trading crypto
49
Gestion de fichiers
39
Gestion de projet
35
Wiki interne
32

Catégories: 34