{ "name": "Sales Follow-ups", "nodes": [ { "parameters": { "rule": { "interval": [ { "triggerAtHour": 15 } ] } }, "type": "n8n-nodes-base.scheduleTrigger", "typeVersion": 1.3, "position": [ 0, 0 ], "id": "b7568d40-698f-411e-9d91-acedb49dd300", "name": "Schedule Trigger" }, { "parameters": { "documentId": { "__rl": true, "value": "1LafqvCqoOJSHJRGtsCfedmgK8HEQShLqM5Nvqm3JSQo", "mode": "list", "cachedResultName": "Sales Follow-ups", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1LafqvCqoOJSHJRGtsCfedmgK8HEQShLqM5Nvqm3JSQo/edit?usp=drivesdk" }, "sheetName": { "__rl": true, "value": "gid=0", "mode": "list", "cachedResultName": "Sheet1", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1LafqvCqoOJSHJRGtsCfedmgK8HEQShLqM5Nvqm3JSQo/edit#gid=0" }, "options": {} }, "type": "n8n-nodes-base.googleSheets", "typeVersion": 4.7, "position": [ 224, 0 ], "id": "4c1ff352-34e5-45ee-854b-212fca09599e", "name": "Get row(s) in sheet", "credentials": { "googleSheetsOAuth2Api": { "name": "" } } }, { "parameters": { "jsCode": "const today = new Date();\ntoday.setHours(0, 0, 0, 0);\n\nreturn items.map(item => {\n const data = item.json;\n let followUpStatus = 'missing_date';\n\n if (data.status === 'completed') {\n followUpStatus = 'completed';\n } \n else if (data.follow_up_date) {\n const followUpDate = new Date(data.follow_up_date);\n followUpDate.setHours(0, 0, 0, 0);\n\n const difference = Math.round(\n (followUpDate.getTime() - today.getTime()) / 86400000\n );\n\n if (difference < 0) {\n followUpStatus = 'overdue';\n } \n else if (difference === 0) {\n followUpStatus = 'due_today';\n } \n else {\n followUpStatus = 'upcoming';\n }\n }\n\n return {\n json: {\n ...data,\n follow_up_status: followUpStatus\n }\n };\n});" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 448, 0 ], "id": "29af96d4-8e1b-40c6-92d6-1bf83e8b194e", "name": "Code in JavaScript" }, { "parameters": { "rules": { "values": [ { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 3 }, "conditions": [ { "leftValue": "={{ $json.follow_up_status }}", "rightValue": "upcoming", "operator": { "type": "string", "operation": "equals" }, "id": "a46434b7-63c7-4ec7-86f9-f29d39d9597f" } ], "combinator": "and" }, "renameOutput": true, "outputKey": "upcoming" }, { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 3 }, "conditions": [ { "id": "576573ca-cf7e-4d52-931c-03b1c9fe7855", "leftValue": "={{ $json.follow_up_status }}", "rightValue": "due_today", "operator": { "type": "string", "operation": "equals" } } ], "combinator": "and" }, "renameOutput": true, "outputKey": "due_today" }, { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 3 }, "conditions": [ { "id": "16b785ba-11de-40a3-b937-cb5d6813b2ce", "leftValue": "={{ $json.follow_up_status }}", "rightValue": "overdue", "operator": { "type": "string", "operation": "equals" } } ], "combinator": "and" }, "renameOutput": true, "outputKey": "overdue" }, { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 3 }, "conditions": [ { "id": "fd3a926d-a423-497d-beac-fda98a92b9f5", "leftValue": "={{ $json.follow_up_status }}", "rightValue": "completed", "operator": { "type": "string", "operation": "equals" } } ], "combinator": "and" }, "renameOutput": true, "outputKey": "completed" }, { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 3 }, "conditions": [ { "id": "a3e27226-969a-4c8b-aa4f-c0c38d2c942e", "leftValue": "={{ $json.follow_up_status }}", "rightValue": "missing_date", "operator": { "type": "string", "operation": "equals" } } ], "combinator": "and" }, "renameOutput": true, "outputKey": "missing_date" } ] }, "options": {} }, "type": "n8n-nodes-base.switch", "typeVersion": 3.4, "position": [ 672, -48 ], "id": "b97ad048-e28f-48c5-af20-cee157fcfe85", "name": "Switch" }, { "parameters": { "sendTo": "={{ $json.sales_rep_email }}", "subject": "=Upcoming Sales Follow-up - {{ $json.client_name }}", "emailType": "text", "message": "=Hi {{ $json.sales_rep }}, This is a reminder that a sales follow-up is coming up. Client: {{ $json.client_name }} Contact Person: {{ $json.contact_person }} Follow-up Date: {{ $json.follow_up_date }} Priority: {{ $json.priority }} Notes: {{ $json.notes }} Please make sure to follow up with the client on time. Regards, Sales Follow-up Automation", "options": {} }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.2, "position": [ 944, -304 ], "id": "705874ed-0f3e-4c7f-9df0-14af2311f743", "name": "Send a message", "credentials": { "gmailOAuth2": { "name": "" } } }, { "parameters": { "sendTo": "={{ $json.sales_rep_email }}", "subject": "=Follow-up Due Today - {{ $json.client_name }}", "emailType": "text", "message": "=Hi {{ $json.sales_rep }},\n\nThis is a reminder that a sales follow-up is due today.\n\nClient: {{ $json.client_name }}\nContact Person: {{ $json.contact_person }}\nFollow-up Date: {{ $json.follow_up_date }}\nPriority: {{ $json.priority }}\n\nNotes:\n{{ $json.notes }}\n\nPlease contact the client today and complete the follow-up.\n\nRegards,\nSales Follow-up Automation", "options": {} }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.2, "position": [ 944, -160 ], "id": "73bf30c1-5206-40f7-8812-8f5a2e24f5bb", "name": "Send a message1", "credentials": { "gmailOAuth2": { "name": "" } } }, { "parameters": { "sendTo": "={{ $json.sales_rep_email }}", "subject": "=URGENT - Overdue Follow-up - {{ $json.client_name }}", "emailType": "text", "message": "=Hi {{ $json.sales_rep }},\n\nAn important sales follow-up is overdue and requires your attention.\n\nClient: {{ $json.client_name }}\nContact Person: {{ $json.contact_person }}\nFollow-up Date: {{ $json.follow_up_date }}\nPriority: {{ $json.priority }}\n\nNotes:\n{{ $json.notes }}\n\nPlease follow up with the client as soon as possible.\n\nRegards,\nSales Follow-up Automation", "options": {} }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.2, "position": [ 944, 0 ], "id": "b267f60a-dd34-4c73-a769-0a4db11638e0", "name": "Send a message2", "credentials": { "gmailOAuth2": { "name": "" } } }, { "parameters": { "sendTo": "={{ $json.sales_rep_email }}", "subject": "=Action Required - Missing Follow-up Date - {{ $json.client_name }}", "emailType": "text", "message": "=Hi {{ $json.sales_rep }}, The following client does not have a follow-up date assigned. Client: {{ $json.client_name }} Contact Person: {{ $json.contact_person }} Priority: {{ $json.priority }} Notes: {{ $json.notes }} Please update the follow-up date so that future reminders can be sent automatically. Regards, Sales Follow-up Automation", "options": {} }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.2, "position": [ 944, 272 ], "id": "40f02864-58a8-41dd-ace8-d6e40ebd0dfd", "name": "Send a message3", "credentials": { "gmailOAuth2": { "name": "" } } }, { "parameters": { "operation": "append", "documentId": { "__rl": true, "value": "1K6P9rjJo4q-o16IjRB1hXFzGdUGK4rpLNymVpl8zCCM", "mode": "list", "cachedResultName": "Follow-up Logs", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1K6P9rjJo4q-o16IjRB1hXFzGdUGK4rpLNymVpl8zCCM/edit?usp=drivesdk" }, "sheetName": { "__rl": true, "value": "gid=0", "mode": "list", "cachedResultName": "Sheet1", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1K6P9rjJo4q-o16IjRB1hXFzGdUGK4rpLNymVpl8zCCM/edit#gid=0" }, "columns": { "mappingMode": "defineBelow", "value": { "log_id": "={{ $('Switch').item.json.id }}", "client_name": "={{ $('Switch').item.json.client_name }}", "sales_rep": "={{ $('Switch').item.json.sales_rep }}", "follow_up_status": "={{ $('Switch').item.json.follow_up_status }}", "priority": "={{ $('Switch').item.json.priority }}", "action_taken": "Reminder email sent", "timestamp": "={{ $now }}" }, "matchingColumns": [], "schema": [ { "id": "log_id", "displayName": "log_id", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "client_name", "displayName": "client_name", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "sales_rep", "displayName": "sales_rep", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "follow_up_status", "displayName": "follow_up_status", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "priority", "displayName": "priority", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "action_taken", "displayName": "action_taken", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "timestamp", "displayName": "timestamp", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true } ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {} }, "type": "n8n-nodes-base.googleSheets", "typeVersion": 4.7, "position": [ 1136, -304 ], "id": "c8c72b93-998c-4183-9075-890d5d4a40ad", "name": "Append row in sheet", "credentials": { "googleSheetsOAuth2Api": { "name": "" } } }, { "parameters": { "authentication": "oAuth2", "workspace": "1217179342419980", "name": "=Follow up with {{ $('Switch').item.json.client_name }}- {{ $('Switch').item.json.contact_person }}", "otherProperties": { "due_on": "={{ $('Switch').item.json.follow_up_date }}", "notes": "=Sales follow-up due today.\n\nClient: {{ $('Switch').item.json.client_name }}\nContact: {{ $('Switch').item.json.contact_person }}\nEmail: {{ $('Switch').item.json.email }}\nSales Representative: {{ $('Switch').item.json.sales_rep }}\nPriority: {{ $('Switch').item.json.priority }}\n\nNotes:\n{{ $('Switch').item.json.notes }}", "projects": [ "1217570188021962" ] } }, "type": "n8n-nodes-base.asana", "typeVersion": 1, "position": [ 1136, -160 ], "id": "2166b12f-9dce-4c18-9b8b-28e121ab4f55", "name": "Create a task", "credentials": { "asanaOAuth2Api": { "name": "" } } }, { "parameters": { "operation": "append", "documentId": { "__rl": true, "value": "1K6P9rjJo4q-o16IjRB1hXFzGdUGK4rpLNymVpl8zCCM", "mode": "list", "cachedResultName": "Follow-up Logs", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1K6P9rjJo4q-o16IjRB1hXFzGdUGK4rpLNymVpl8zCCM/edit?usp=drivesdk" }, "sheetName": { "__rl": true, "value": "gid=0", "mode": "list", "cachedResultName": "Sheet1", "cachedResultUrl": 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true }, { "id": "follow_up_status", "displayName": "follow_up_status", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "priority", "displayName": "priority", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "action_taken", "displayName": "action_taken", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "timestamp", "displayName": "timestamp", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true } ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {} }, "type": "n8n-nodes-base.googleSheets", "typeVersion": 4.7, "position": [ 1568, -160 ], "id": "51610f4d-de81-4254-9001-826e06e3c0c8", "name": "Append row in sheet1", "credentials": { "googleSheetsOAuth2Api": { "name": "" } } }, { "parameters": { "authentication": "oAuth2", "workspace": "1217179342419980", "name": "=URGENT: Follow up with {{ $('Switch').item.json.client_name }}", "otherProperties": { "due_on": "={{ $now.format('yyyy-MM-dd') }}", "notes": "=This sales follow-up is overdue.\n\nClient: {{ $('Switch').item.json.client_name }}\nContact Person: {{ $('Switch').item.json.contact_person }}\nEmail: {{ $('Switch').item.json.email }}\nSales Representative: {{ $('Switch').item.json.sales_rep }}\nOriginal Follow-up Date: {{ $('Switch').item.json.follow_up_date }}\nPriority: {{ $('Switch').item.json.priority }}\n\nNotes:\n{{ $('Switch').item.json.notes }}\n\nAction required: Contact the client and update the follow-up.", "projects": [ "1217570188021962" ] } }, "type": "n8n-nodes-base.asana", "typeVersion": 1, "position": [ 1136, 0 ], "id": "28360d09-04a5-494a-98b7-ed1fca74c85a", "name": "Create a task1", "credentials": { "asanaOAuth2Api": { "name": "" } } }, { "parameters": { "authentication": "oAuth2", "operation": "move", "id": "={{ $json.gid }}", "projectId": "1217570188021962", "section": "1217570188021965" }, "type": "n8n-nodes-base.asana", "typeVersion": 1, "position": [ 1312, 0 ], "id": "b53c0918-f980-40e6-96e7-8c7ef2953590", "name": "Move a task", "credentials": { "asanaOAuth2Api": { "name": "" } } }, { "parameters": { "operation": "append", "documentId": { "__rl": true, "value": "1K6P9rjJo4q-o16IjRB1hXFzGdUGK4rpLNymVpl8zCCM", "mode": "list", "cachedResultName": "Follow-up Logs", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1K6P9rjJo4q-o16IjRB1hXFzGdUGK4rpLNymVpl8zCCM/edit?usp=drivesdk" }, "sheetName": { "__rl": true, "value": "gid=0", "mode": "list", "cachedResultName": "Sheet1", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1K6P9rjJo4q-o16IjRB1hXFzGdUGK4rpLNymVpl8zCCM/edit#gid=0" }, "columns": { "mappingMode": "defineBelow", "value": { "log_id": "={{ $('Switch').item.json.id }}", "client_name": "={{ $('Switch').item.json.client_name }}", "sales_rep": "={{ $('Switch').item.json.sales_rep }}", "follow_up_status": "={{ $('Switch').item.json.follow_up_status }}", "priority": "={{ $('Switch').item.json.priority }}", "timestamp": "={{ $now }}", "action_taken": "Urgent email + urgent task created" }, "matchingColumns": [], "schema": [ { "id": "log_id", "displayName": "log_id", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "client_name", "displayName": "client_name", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "sales_rep", "displayName": "sales_rep", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "follow_up_status", "displayName": "follow_up_status", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "priority", "displayName": "priority", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "action_taken", "displayName": "action_taken", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "timestamp", "displayName": "timestamp", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true } ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {} }, "type": "n8n-nodes-base.googleSheets", "typeVersion": 4.7, "position": [ 1488, 0 ], "id": "0864672c-bded-4478-9d1d-9b67a0b7f0e4", "name": "Append row in sheet2", "credentials": { "googleSheetsOAuth2Api": { "name": "" } } }, { "parameters": { "operation": "append", "documentId": { "__rl": true, "value": "1K6P9rjJo4q-o16IjRB1hXFzGdUGK4rpLNymVpl8zCCM", "mode": "list", "cachedResultName": "Follow-up Logs", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1K6P9rjJo4q-o16IjRB1hXFzGdUGK4rpLNymVpl8zCCM/edit?usp=drivesdk" }, "sheetName": { "__rl": true, "value": "gid=0", "mode": "list", "cachedResultName": "Sheet1", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1K6P9rjJo4q-o16IjRB1hXFzGdUGK4rpLNymVpl8zCCM/edit#gid=0" }, "columns": { "mappingMode": "defineBelow", "value": { "action_taken": " Follow-up already completed", "timestamp": "={{ $now }}", "priority": "={{ $json.priority }}", "follow_up_status": "={{ $json.follow_up_status }}", "sales_rep": "={{ $json.sales_rep }}", "client_name": "={{ $json.client_name }}", "log_id": "={{ $json.id }}" }, "matchingColumns": [], "schema": [ { "id": "log_id", "displayName": "log_id", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "client_name", "displayName": "client_name", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "sales_rep", "displayName": "sales_rep", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "follow_up_status", "displayName": "follow_up_status", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "priority", "displayName": "priority", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "action_taken", "displayName": "action_taken", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "timestamp", "displayName": "timestamp", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true } ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {} }, "type": "n8n-nodes-base.googleSheets", "typeVersion": 4.7, "position": [ 944, 144 ], "id": "78d005c9-1cd2-41dc-912e-4022fb480447", "name": "Append row in sheet3", "credentials": { "googleSheetsOAuth2Api": { "name": "" } } }, { "parameters": { "operation": "append", "documentId": { "__rl": true, "value": "1K6P9rjJo4q-o16IjRB1hXFzGdUGK4rpLNymVpl8zCCM", "mode": "list", "cachedResultName": "Follow-up Logs", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1K6P9rjJo4q-o16IjRB1hXFzGdUGK4rpLNymVpl8zCCM/edit?usp=drivesdk" }, "sheetName": { "__rl": true, "value": "gid=0", "mode": "list", "cachedResultName": "Sheet1", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1K6P9rjJo4q-o16IjRB1hXFzGdUGK4rpLNymVpl8zCCM/edit#gid=0" }, "columns": { "mappingMode": "defineBelow", "value": { "log_id": "={{ $('Switch').item.json.id }}", "client_name": "={{ $('Switch').item.json.client_name }}", "sales_rep": "={{ $('Switch').item.json.sales_rep }}", "follow_up_status": "={{ $('Switch').item.json.follow_up_status }}", "priority": "={{ $('Switch').item.json.priority }}", "timestamp": "={{ $now }}", "action_taken": "Missing follow-up date alert sent" }, "matchingColumns": [], "schema": [ { "id": "log_id", "displayName": "log_id", "required": false, 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