Monitorear indicadores de negocio diarios

Intermedio

Este es unCRM, AI Summarizationflujo de automatización del dominio deautomatización que contiene 15 nodos.Utiliza principalmente nodos como Code, Gmail, Trello, Webhook, Telegram. Generar automáticamente insights de ventas desde tablas e instantáneamente notificar al equipo usando Gemini

Requisitos previos
  • Cuenta de Google y credenciales de API de Gmail
  • Punto final de HTTP Webhook (n8n generará automáticamente)
  • Bot Token de Telegram
  • Credenciales de API de Google Sheets
  • Clave de API de Google Gemini
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
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  "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": "Guardar en Hoja",
      "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": "Obtener Todas las Filas",
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      "position": [
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      "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": [
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        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": "Generar Insights",
      "type": "@n8n/n8n-nodes-langchain.chainSummarization",
      "position": [
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        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": "Enviar un mensaje",
      "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": "Nota Adhesiva",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "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": "Concatenar Datos de Ventas",
      "type": "n8n-nodes-base.code",
      "position": [
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        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
    },
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      "name": "Nota Adhesiva1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        352,
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      ],
      "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": "Crear 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": "Clasificar 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": "Eliminar Etiquetas 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": "Notificar al Grupo",
      "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": "Crear una Reunión",
      "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": "Nota Adhesiva2",
      "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",
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}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Intermedio - CRM, Resumen de IA

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Intermedio
Número de nodos15
Categoría2
Tipos de nodos12
Descripción de la dificultad

Adecuado para usuarios con experiencia intermedia, flujos de trabajo de complejidad media con 6-15 nodos

Autor
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.

Enlaces externos
Ver en n8n.io

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Categorías

Categorías: 34