Générez un résumé quotidien des transactions Pipedrive avec GPT-4o-mini

Intermédiaire

Ceci est unAI Summarization, Multimodal AIworkflow d'automatisation du domainecontenant 14 nœuds.Utilise principalement des nœuds comme Set, Code, Aggregate, Pipedrive, Summarize. Générer un résumé quotidien des transactions Pipedrive avec GPT-4o-mini

Prérequis
  • Clé API OpenAI
Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
  "meta": {
    "instanceId": "ad0113c344ee237399e44e9f11798b05baeb83a6196d514a9ae9d2ad71c3b5c9",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "165f2d3a-d197-4112-91ed-b8397cc6194d",
      "name": "Lors du clic sur 'Exécuter le workflow'",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -416,
        1952
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "d6630b97-9d30-4dd1-a6e4-c547499bd2b6",
      "name": "Obtenir plusieurs deals",
      "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": "Obtenir plusieurs notes",
      "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": "Note adhésive8",
      "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": "Note adhésive56",
      "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": "Note adhésive9",
      "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": "Note adhésive11",
      "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": "Combiner les notes",
      "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": "Définir les noms de champs",
      "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": "Agréger pour l'agent",
      "type": "n8n-nodes-base.aggregate",
      "position": [
        688,
        2032
      ],
      "parameters": {
        "options": {},
        "aggregate": "aggregateAllItemData"
      },
      "typeVersion": 1
    },
    {
      "id": "63f75533-fb6e-47eb-82e0-34ed04e2dd58",
      "name": "Convertir les objets en texte",
      "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": "Résumer Pipedrive",
      "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": {
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    },
    "e5925254-2fa0-4c4e-96ad-44a4f7afc2c9": {
      "ai_languageModel": [
        [
          {
            "node": "5c9c8df3-4038-4aa6-8555-aa52abfe0572",
            "type": "ai_languageModel",
            "index": 0
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}
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 - Résumé IA, IA Multimodale

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 nœuds14
Catégorie2
Types de nœuds9
Description de la difficulté

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

Auteur
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.

Liens externes
Voir sur n8n.io

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Catégories

Catégories: 34