Quick Overview
Quick Overview This workflow monitors unread Gmail messages labeled “sales”, uses Google Gemini to extract structured deal updates and a suggested reply, writes the deal and next action to Google Sheets, drafts a follow-up email in the original thread, and posts Slack alerts for high-risk or closed-won deals. How it works Triggers every minute when an unread email arrives in Gmail with the label “sales”. Sends the email content to Google Gemini to extract a JSON CRM update (company, contact, stage, sentiment, objections, next action, due date, risk) and a short draft reply. Normalizes the extracted fields and prepares a single deal record keyed by the sender’s email plus a task-style next action. Appends or updates a “Deals” row in Google Sheets and then appends the next action to a “Tasks” sheet. Creates a Gmail draft reply addressed to the client in the same email thread. Posts a Slack message to the selected channel if the deal risk is high or if the stage is closed_won, then marks the original email as read. Setup Connect credentials for Gmail, Google Gemini (PaLM) API, Google Sheets, and Slack. Create (or choose) a Gmail label named “sales” and ensure sales emails are labeled so they match the trigger filter. Select the target Google Sheets spreadsheet and set up “Deals” and “Tasks” tabs/worksheets with columns that match the fields you want to store. Choose the Slack channel (for example, #sales) where high-risk alerts and closed-won announcements should post. An n8n automation workflow template by Oka Hironobu.
Oka Hironobu
web
free
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