GPT-4o-mini による 1 日ごとの Pipedrive 取引サマリー
中級
これはAI Summarization, Multimodal AI分野の自動化ワークフローで、14個のノードを含みます。主にSet, Code, Aggregate, Pipedrive, Summarizeなどのノードを使用。 GPT-4o-mini を使って 1 日ごとの Pipedrive 取引サマリーを自動生成
前提条件
- •OpenAI API Key
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"meta": {
"instanceId": "ad0113c344ee237399e44e9f11798b05baeb83a6196d514a9ae9d2ad71c3b5c9",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "165f2d3a-d197-4112-91ed-b8397cc6194d",
"name": "「ワークフロー実行」クリック時",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-416,
1952
],
"parameters": {},
"typeVersion": 1
},
{
"id": "d6630b97-9d30-4dd1-a6e4-c547499bd2b6",
"name": "複数取引の取得",
"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": "複数ノートの取得",
"type": "n8n-nodes-base.pipedrive",
"position": [
240,
1920
],
"parameters": {
"resource": "note",
"operation": "getAll",
"returnAll": true,
"additionalFields": {
"deal_id": "={{ $json.id }}"
}
},
"credentials": {
"pipedriveApi": {
"id": "Tk6DUhlSCIuPlg0c",
"name": "Pipedrive account"
}
},
"typeVersion": 1
},
{
"id": "2620c098-2507-4884-9392-905ece30ecab",
"name": "コード",
"type": "n8n-nodes-base.code",
"position": [
48,
1952
],
"parameters": {
"jsCode": "// Code node: Rename stage_id numbers to names\n// Input: items with item.json.stage_id\n// Output: item.json.stage_name (string)\n\nconst stageMap = {\n 1: \"Prospecting\",\n 2: \"Qualified\",\n 3: \"Proposal Sent\",\n 4: \"Negotiation\",\n 5: \"Closed Won\"\n};\n\nreturn items.map(item => {\n const stageId = item.json.stage_id;\n item.json.stage_name = stageMap[stageId] || `Unknown (${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": "付箋ノート8",
"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": "付箋ノート56",
"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": "付箋ノート9",
"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": "付箋ノート11",
"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": "ノートの結合",
"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": "フィールド名の設定",
"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": "エージェント向け集計",
"type": "n8n-nodes-base.aggregate",
"position": [
688,
2032
],
"parameters": {
"options": {},
"aggregate": "aggregateAllItemData"
},
"typeVersion": 1
},
{
"id": "63f75533-fb6e-47eb-82e0-34ed04e2dd58",
"name": "オブジェクトのテキスト変換",
"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の要約",
"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
}
]
]
}
}
}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
中級 - AI要約, マルチモーダルAI
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
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ワークフロー情報
難易度
中級
ノード数14
カテゴリー2
ノードタイプ9
作成者
Robert Breen
@rbreenProfessional 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.
外部リンク
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