监控业务日常指标
中级
这是一个CRM, AI Summarization领域的自动化工作流，包含 15 个节点。主要使用 Code, Gmail, Trello, Webhook, Telegram 等节点。 使用Gemini从表格自动生成销售洞察并即时通知团队
前置要求
- •Google 账号和 Gmail API 凭证
- •HTTP Webhook 端点（n8n 会自动生成）
- •Telegram Bot Token
- •Google Sheets API 凭证
- •Google Gemini API Key
使用的节点 (15)
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": "coBopLGa9cP3cCp0",
"meta": {
"instanceId": "d02289ff41436fdfe97f97a509483d64007d2a482e6a216298112e027bb59fbf",
"templateCredsSetupCompleted": true
},
"name": "监控业务日常指标",
"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": "保存到表格",
"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": "从 Google Drive 下载",
"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 聊天模型",
"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": "生成洞察",
"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": "发送消息",
"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": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-48,
-240
],
"parameters": {
"width": 416,
"height": 176,
"content": "## 每日销售指标自动洞察"
},
"typeVersion": 1
},
{
"id": "3b1d401b-18f5-4ffc-95d1-93be8cc6156d",
"name": "连接销售数据",
"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": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
352,
208
],
"parameters": {
"color": 7,
"content": "## 处理数据"
},
"typeVersion": 1
},
{
"id": "6dc8a3b2-bd8d-4055-9e90-0df55b3eeec2",
"name": "创建待办事项",
"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": "分类洞察",
"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": "移除 HTML 标签",
"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": "通知群组",
"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": "创建会议",
"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": "便签 2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1600,
368
],
"parameters": {
"color": 7,
"width": 336,
"height": 208,
"content": "## 创建即时行动"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "8fdcf839-fcbd-4553-874e-385d6358c031",
"connections": {
"Webhook": {
"main": [
[
{
"node": "Save to Sheet",
"type": "main",
"index": 0
}
]
]
},
"Get All Rows": {
"main": [
[
{
"node": "Concat Sales Data",
"type": "main",
"index": 0
}
]
]
},
"Save to Sheet": {
"main": [
[
{
"node": "Get All Rows",
"type": "main",
"index": 0
}
]
]
},
"Classify Insight": {
"main": [
[
{
"node": "Notify Group",
"type": "main",
"index": 0
}
],
[
{
"node": "Notify Group",
"type": "main",
"index": 0
}
],
[
{
"node": "Create a backlog",
"type": "main",
"index": 0
}
]
]
},
"Create a backlog": {
"main": [
[
{
"node": "Create a meeting",
"type": "main",
"index": 0
}
]
]
},
"Remove HTML Tags": {
"main": [
[
{
"node": "Classify Insight",
"type": "main",
"index": 0
}
]
]
},
"Concat Sales Data": {
"main": [
[
{
"node": "Generate Insights",
"type": "main",
"index": 0
}
]
]
},
"Generate Insights": {
"main": [
[
{
"node": "Send a message",
"type": "main",
"index": 0
},
{
"node": "Remove HTML Tags",
"type": "main",
"index": 0
}
]
]
},
"Google Gemini Chat Model": {
"ai_languageModel": [
[
{
"node": "Generate Insights",
"type": "ai_languageModel",
"index": 0
},
{
"node": "Classify Insight",
"type": "ai_languageModel",
"index": 0
},
{
"node": "Remove HTML Tags",
"type": "ai_languageModel",
"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？
中级 - 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。
相关工作流推荐
Bug 问题
基于Gemini的AI驱动Bug追踪，集成GitHub Issues和Telegram提醒
If
Set
Gmail
+7
16 节点Rully Saputra
项目管理
JOTFORM IT服务请求
使用Jotform、Gemini AI和Google Workspace分类和处理IT请求
Set
Gmail
Telegram
+6
13 节点Rully Saputra
工单管理
在可视化参考库中探索n8n节点
在可视化参考库中探索n8n节点
If
Ftp
Set
+93
113 节点I versus AI
其他
Lighthouse报告
使用Lighthouse、Gemini AI、Telegram警报和Google Sheets监控核心网页指标
If
Code
Telegram
+6
13 节点Rully Saputra
开发运维
Jotform
使用Gemini、Jotform、Google Sheets和Gmail回复的自动化客户反馈分诊
Gmail
Switch
Telegram
+8
18 节点Rully Saputra
具有Telegram和Sheets实时更新的智能POS系统
使用Web POS界面、AI报告、Telegram提醒和Sheets创建销售订单
Code
Wait
Webhook
+6
16 节点Budi SJ
客户关系管理
工作流信息
难度等级
中级
节点数量15
分类2
节点类型12
作者
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.
外部链接
在 n8n.io 查看 →
分享此工作流