ビジネス日次指標の監視
中級
これはCRM, AI Summarization分野の自動化ワークフローで、15個のノードを含みます。主にCode, Gmail, Trello, Webhook, Telegramなどのノードを使用。 Googleスプシからテーブルで販売インサイトを自動生成し、チームにリアルタイムで通知する
前提条件
- •Googleアカウント + Gmail API認証情報
- •HTTP Webhookエンドポイント（n8nが自動生成）
- •Telegram Bot Token
- •Google Sheets API認証情報
- •Google Gemini API Key
使用ノード (15)
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
{
"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": "シートに保存",
"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": "全行を取得",
"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": "インサイト生成",
"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": "メッセージ送信",
"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": "付箋",
"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": "販売データ結合",
"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": "付箋1",
"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": "バックログ作成",
"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": "インサイト分類",
"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": "HTMLタグ除去",
"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": "グループ通知",
"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": "ミーティング作成",
"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": "付箋2",
"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",
"index": 0
}
]
]
},
"6dc8a3b2-bd8d-4055-9e90-0df55b3eeec2": {
"main": [
[
{
"node": "243e3add-1b8a-47b5-b6b6-fcdf7c687c49",
"type": "main",
"index": 0
}
]
]
},
"e5bf06e8-9531-46fe-a4d9-5eda708cbf6e": {
"main": [
[
{
"node": "c689b22f-26cf-4699-8f32-661708bdf3cb",
"type": "main",
"index": 0
}
]
]
},
"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",
"index": 0
},
{
"node": "e5bf06e8-9531-46fe-a4d9-5eda708cbf6e",
"type": "main",
"index": 0
}
]
]
},
"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
}
]
]
}
}
}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 - 顧客管理, AI要約
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15
カテゴリー2
ノードタイプ12
作成者
Rully Saputra
@rullysaputra15Specializing 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.
外部リンク
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