This workflow fetches deals and their notes from Pipedrive , cleans up stage IDs into names, aggregates the information, and uses OpenAI to generate a daily summary of your funnel.
⚙️ Setup Instructions
1️⃣ Set Up OpenAI Connection
- Go to OpenAI Platform
- Navigate to OpenAI Billing
- Add funds to your billing account
- Copy your API key into the OpenAI credentials in n8n
2️⃣ Connect Pipedrive
- In Pipedrive → Personal preferences → API → copy your API token
- URL shortcut:
https://{your-company}.pipedrive.com/settings/personal/api
- In n8n → Credentials → New → Pipedrive API
- Company domain :
{your-company} (the subdomain in your Pipedrive URL)
- API Token : paste the token from step 1 → Save
- In the Pipedrive nodes , select your Pipedrive credential and (optionally) set filters (e.g., owner, label, created time).
🧠 How It Works
- Trigger : Workflow runs on manual execution (can be scheduled).
- Get many deals : Pulls all deals from your Pipedrive.
- Code node : Maps
stage_id numbers into friendly stage names (Prospecting, Qualified, Proposal Sent, etc.).
- Get many notes : Fetches notes attached to each deal.
- Combine Notes : Groups notes by deal, concatenates content, and keeps deal titles.
- Set Field Names : Normalizes the fields for summarization.
- Aggregate for Agent : Collects data into one object.
- Turn Objects to Text : Prepares text data for AI.
- OpenAI Chat Model + Summarize Agent : Generates a daily natural-language summary of deals and their current stage.
💬 Example Prompts
- “Summarize today’s deal activity.”
- “Which deals are still in negotiation?”
- “What updates were added to closed-won deals this week?”
📬 Contact
Need help extending this (e.g., send summaries by Slack/Email, or auto-create tasks in Pipedrive)?
