31 监控销售管道指标
高级
这是一个CRM, AI Summarization领域的自动化工作流，包含 16 个节点。主要使用 Set, Code, GoogleSheets, McpClientTool, ManualTrigger 等节点。 Bright Data、OpenAI和Google表格的实时销售管道分析
前置要求
- •Google Sheets API 凭证
- •OpenAI API Key
使用的节点 (16)
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"id": "eFXzg1O4PWujvjQZ",
"meta": {
"instanceId": "c38e3b8a7e4240e6cdca062743f016c1029f385bf40345b6291939dfd83bfd77",
"templateCredsSetupCompleted": true
},
"name": "31 监控销售管道指标",
"tags": [],
"nodes": [
{
"id": "df762772-ed58-47e6-b95c-cd75d399d230",
"name": "⚡ 触发器：启动CRM爬虫",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-80,
0
],
"parameters": {},
"typeVersion": 1
},
{
"id": "87a7f944-eb5f-4554-a296-83270d2069f5",
"name": "🔗 设置源URL（CRM/JSONPlaceholder）",
"type": "n8n-nodes-base.set",
"position": [
120,
0
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "7a1b9454-dbc2-4805-899b-268a0cfc2cdf",
"name": "URL",
"type": "string",
"value": "https://jsonplaceholder.typicode.com/users"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "fb1472a0-27d2-4d73-ae55-7853ec9c7372",
"name": "🤖 监控销售管道（CRM AI代理）",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
400,
0
],
"parameters": {
"text": "=You are a data analyst connected to Bright Data MCP scraping tool.\n\nScrape CRM-like sales data from this public API:\n{{ $json.URL }}\n\nTreat each user as a sales lead. For each entry, extract and simulate the following fields:\n\n{\n\"leadId\": <use id>,\n\"rep\": <use name>,\n\"stage\": <use username as deal stage>,\n\"value\": <convert address.zipcode to number and use as deal value>,\n\"status\": <use company.name to randomly assign status as \"open\", \"won\", or \"lost\">\n}\n\nThen:\n\nCalculate total number of leads\n\nTotal value of pipeline\n\nCount of leads in each stage\n\nCount of deals by status: open, won, lost\n\nIdentify top 3 reps based on simulated deal value",
"options": {},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 2
},
{
"id": "f7aac7e3-10e8-4564-a634-391f5285e917",
"name": "🧠 AI大脑",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
300,
260
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "kmqnyfHdWfA8k1KC",
"name": "OpenAi account 3"
}
},
"typeVersion": 1.2
},
{
"id": "9b888f4b-be89-43b1-819e-eafb3bb02643",
"name": "🌐 Bright Data MCP",
"type": "n8n-nodes-mcp.mcpClientTool",
"position": [
440,
260
],
"parameters": {
"toolName": "scrape_as_markdown",
"operation": "executeTool",
"toolParameters": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Tool_Parameters', ``, 'json') }}"
},
"credentials": {
"mcpClientApi": {
"id": "dGu6Ys11ijXSTxcV",
"name": "MCP Client (STDIO) account"
}
},
"typeVersion": 1
},
{
"id": "83dfb033-a62e-47dc-bdea-be936f0534d9",
"name": "🧩 拆分指标为表格行",
"type": "n8n-nodes-base.code",
"position": [
800,
0
],
"parameters": {
"jsCode": "return (() => {\nconst result = [];\n\nconst data = items[0].json.output;\n\n// 1. Total Leads\nresult.push({\n\"Metric Type\": \"Summary\",\n\"Label\": \"Total Leads\",\n\"Value\": data.totalLeads\n});\n\n// 2. Total Pipeline Value\nresult.push({\n\"Metric Type\": \"Summary\",\n\"Label\": \"Total Value\",\n\"Value\": data.totalPipelineValue\n});\n\n// 3. Status Breakdown\nfor (const status in data.statusBreakdown) {\nresult.push({\n\"Metric Type\": \"Status Count\",\n\"Label\": status,\n\"Value\": data.statusBreakdown[status]\n});\n}\n\n// 4. Stage Breakdown\nfor (const stage in data.stageBreakdown) {\nresult.push({\n\"Metric Type\": \"Stage Count\",\n\"Label\": stage,\n\"Value\": data.stageBreakdown[stage]\n});\n}\n\n// 5. Top Reps\nfor (const rep of data.topReps) {\nresult.push({\n\"Metric Type\": \"Top Reps\",\n\"Label\": rep.rep,\n\"Value\": rep.totalValue\n});\n}\n\nreturn result.map(r => ({ json: r }));\n})();"
},
"typeVersion": 2
},
{
"id": "bde8a138-5106-4278-b86a-a5b2e1719706",
"name": "📊 存储CRM洞察（Google Sheet）",
"type": "n8n-nodes-base.googleSheets",
"position": [
1000,
0
],
"parameters": {
"columns": {
"value": {
"Label": "={{ $json.Label }}",
"Value": "={{ $json.Value }}",
"Metric Type": "={{ $json['Metric Type'] }}"
},
"schema": [
{
"id": "Metric Type",
"type": "string",
"display": true,
"required": false,
"displayName": "Metric Type",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Label",
"type": "string",
"display": true,
"required": false,
"displayName": "Label",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Value",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Value",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1D8VmSbOUEf1jQWQ-_BaHVV_HOdb_d5DIyXzRSMlU5xs/edit#gid=0",
"cachedResultName": "Sheet1"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1D8VmSbOUEf1jQWQ-_BaHVV_HOdb_d5DIyXzRSMlU5xs",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1D8VmSbOUEf1jQWQ-_BaHVV_HOdb_d5DIyXzRSMlU5xs/edit?usp=drivesdk",
"cachedResultName": "Monitor Sales Pipeline Metrics"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "i899RBJ6SKiYYWwx",
"name": "Google Sheets account"
}
},
"typeVersion": 4.6
},
{
"id": "d363f7ce-1ff8-4dd6-9517-aa0ffaa6dc32",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1620,
-700
],
"parameters": {
"color": 4,
"width": 1300,
"height": 2700,
"content": "# 🚀 智能CRM爬虫与管道健康分析器（n8n + Bright Data + Google Sheets）"
},
"typeVersion": 1
},
{
"id": "3913ffe7-126f-4162-9533-286d9cb7e010",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
300,
-1060
],
"parameters": {
"color": 5,
"width": 420,
"height": 1260,
"content": "🤖 第2部分：AI代理 — 抓取+分析"
},
"typeVersion": 1
},
{
"id": "08dd1bdc-e20c-4d67-9d49-d4b8d98dd083",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
740,
-700
],
"parameters": {
"color": 6,
"width": 440,
"height": 900,
"content": "🟨 第3部分：格式化并存储到Google Sheets"
},
"typeVersion": 1
},
{
"id": "4f470e7c-148e-4486-b15b-083bcef250af",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-120,
-720
],
"parameters": {
"color": 3,
"width": 400,
"height": 920,
"content": "🔷 第1部分：启动与设置目标"
},
"typeVersion": 1
},
{
"id": "b9e43f5f-eeb7-463b-8a68-2086acb14253",
"name": "便签5",
"type": "n8n-nodes-base.stickyNote",
"position": [
1240,
-700
],
"parameters": {
"color": 7,
"width": 380,
"height": 240,
"content": "## 如果您通过此链接加入Bright Data，我将获得少量佣金——感谢您支持更多免费内容！"
},
"typeVersion": 1
},
{
"id": "23b951f8-8dd3-4e3b-b4e3-a5fc474ee033",
"name": "便签 9",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1620,
-1060
],
"parameters": {
"color": 4,
"width": 1300,
"height": 320,
"content": "======================================="
},
"typeVersion": 1
},
{
"id": "4f1a9df8-f864-4d44-840b-80b9bc4f9e5e",
"name": "自动修复输出解析器",
"type": "@n8n/n8n-nodes-langchain.outputParserAutofixing",
"position": [
580,
260
],
"parameters": {
"options": {}
},
"typeVersion": 1
},
{
"id": "fba56334-ce0c-470b-b7ed-f62e96eab480",
"name": "OpenAI 聊天模型",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
520,
480
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "kmqnyfHdWfA8k1KC",
"name": "OpenAi account 3"
}
},
"typeVersion": 1.2
},
{
"id": "d4df16f4-12d0-4ce0-be84-744b0b861e5a",
"name": "🧾 清理JSON解析器",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
700,
480
],
"parameters": {
"jsonSchemaExample": "{\n\"totalLeads\": 10,\n\"totalPipelineValue\": 556281,\n\"statusBreakdown\": {\n\"open\": 3,\n\"won\": 4,\n\"lost\": 3\n},\n\"stageBreakdown\": {\n\"Bret\": 1,\n\"Antonette\": 1,\n\"Samantha\": 1,\n\"Karianne\": 1,\n\"Kamren\": 1,\n\"Leopoldo_Corkery\": 1,\n\"Elwyn.Skiles\": 1,\n\"Maxime_Nienow\": 1,\n\"Delphine\": 1,\n\"Moriah.Stanton\": 1\n},\n\"topReps\": [\n{\n\"rep\": \"Leanne Graham\",\n\"stage\": \"Bret\",\n\"totalValue\": 929983874\n},\n{\n\"rep\": \"Ervin Howell\",\n\"stage\": \"Antonette\",\n\"totalValue\": 905667771\n},\n{\n\"rep\": \"Clementine Bauch\",\n\"stage\": \"Samantha\",\n\"totalValue\": 595904157\n}\n]\n}"
},
"typeVersion": 1.3
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "72c19df5-d177-40b7-9390-21cfb599878c",
"connections": {
"🧠 AI Brain ": {
"ai_languageModel": [
[
{
"node": "🤖 Monitor Sales Pipeline (CRM AI Agent)",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "Auto-fixing Output Parser",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"🌐 Bright Data MCP": {
"ai_tool": [
[
{
"node": "🤖 Monitor Sales Pipeline (CRM AI Agent)",
"type": "ai_tool",
"index": 0
}
]
]
},
"🧾 Clean JSON Parser ": {
"ai_outputParser": [
[
{
"node": "Auto-fixing Output Parser",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"Auto-fixing Output Parser": {
"ai_outputParser": [
[
{
"node": "🤖 Monitor Sales Pipeline (CRM AI Agent)",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"⚡ Trigger: Start CRM Scraper": {
"main": [
[
{
"node": "🔗 Set Source URL (CRM/JSONPlaceholder)",
"type": "main",
"index": 0
}
]
]
},
"🧩 Split Metrics for Sheet Rows": {
"main": [
[
{
"node": "📊 Store CRM Insights (Google Sheet)",
"type": "main",
"index": 0
}
]
]
},
"🔗 Set Source URL (CRM/JSONPlaceholder)": {
"main": [
[
{
"node": "🤖 Monitor Sales Pipeline (CRM AI Agent)",
"type": "main",
"index": 0
}
]
]
},
"🤖 Monitor Sales Pipeline (CRM AI Agent)": {
"main": [
[
{
"node": "🧩 Split Metrics for Sheet Rows",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
高级 - 客户关系管理, AI 摘要总结
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
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工作流信息
难度等级
高级
节点数量16
分类2
节点类型10
作者
Yaron Been
@yaron-nofluffBuilding AI Agents and Automations | Growth Marketer | Entrepreneur | Book Author & Podcast Host If you need any help with Automations, feel free to reach out via linkedin: https://www.linkedin.com/in/yaronbeen/ And check out my Youtube channel: https://www.youtube.com/@YaronBeen/videos
外部链接
在 n8n.io 查看 →
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