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VLZK-N8N-155n8n workflow specificationRev 1.0.02026-04-29

Meeting Notes to CRM.

Turn call notes into CRM updates, follow-up tasks, and customer summaries.

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salescrmaimeetings
Setup
35 minutes
Tested with
n8n 1.90+
File
20.7 KB
Revision
1.0.0

The entry, in plain prose.

A post-meeting workflow that extracts action items from notes, updates CRM fields, and drafts personalized follow-up emails.

How it runs.

  1. 01.

    Intake

    Google Docs receives the inbound payload. Schema validation runs first; failures are surfaced rather than silently dropped, so you never lose context to a malformed webhook.

  2. 02.

    Enrichment

    OpenAI → Pipedrive performs deduplication, enrichment, and routing logic. Each step is idempotent; transient retries are safe by design.

  3. 03.

    Routing

    Owner routing applies a round-robin fallback when no explicit assignment exists. Holiday-mode flags and on-call schedules are respected where the source system surfaces them.

  4. 04.

    Delivery

    Gmail commits the result. Errors past this point alert via Slack with the failing payload attached; downstream systems never see partial state.

Indexed tools.

  • Google Docs
  • OpenAI
  • Pipedrive
  • Gmail

License.

TierSeatsResalePrice
Single Business1Not permitted$49.00
Tested through twelve client deployments before archival. Setup consistently lands under 35minutes when integrations are pre-authorised. Recovers from upstream failures without intervention.
— The editor, on entry VLZK-N8N-155