Daily Sales Pipeline Digest

The workflow JSON

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{
  "name": "Daily Sales Pipeline Digest",
  "nodes": [
    {
      "id": "bed9e1fa-f073-45b3-8092-5bded195ec4d",
      "name": "Daily 07:00 Trigger",
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1.3,
      "position": [
        0,
        96
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "days",
              "daysInterval": 1,
              "triggerAtHour": 7,
              "triggerAtMinute": 0
            }
          ]
        }
      }
    },
    {
      "id": "b1d18db3-036c-48f9-8004-c52655fdb19b",
      "name": "Build Date Window",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        224,
        96
      ],
      "parameters": {
        "mode": "runOnceForAllItems",
        "jsCode": "\nconst now = new Date();\nconst today = now.toISOString().split('T')[0];\nconst yesterday = new Date(now - 86400000).toISOString().split('T')[0];\nreturn [{\n  json: {\n    fromDate: yesterday,\n    toDate: today,\n    dateLabel: today,\n    branchName: 'daily/' + today,\n    filePath: 'journal/' + today + '.md'\n  }\n}];\n"
      }
    },
    {
      "id": "f0c006ed-d27f-4f8a-9425-f63ae8c67c98",
      "name": "Fetch All Meetings",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.4,
      "position": [
        448,
        96
      ],
      "parameters": {
        "method": "POST",
        "url": "https://api.fireflies.ai/graphql",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpBearerAuth",
        "sendHeaders": true,
        "specifyHeaders": "keypair",
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        },
        "sendBody": true,
        "contentType": "json",
        "specifyBody": "json",
        "jsonBody": {
          "query": "query($from: String, $to: String) { transcripts(limit: 50, fromDate: $from, toDate: $to) { id title date duration summary { short_summary action_items keywords } participants } }",
          "variables": {
            "from": "={{ $json.fromDate }}",
            "to": "={{ $json.toDate }}"
          }
        },
        "options": {
          "response": {
            "response": {
              "responseFormat": "json"
            }
          }
        }
      }
    },
    {
      "id": "d533a91c-bf24-42a0-909e-74f7e38d5c47",
      "name": "Filter and Aggregate",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        672,
        96
      ],
      "parameters": {
        "mode": "runOnceForAllItems",
        "jsCode": "\nconst PATTERNS = {\n  scrum:         /scrum.*ai|ai.*scrum|scrum.*sales|scrum.*mktg|scrum.*marketing/i,\n  amazon_nurture:/amazon.*nurtur|nurtur.*amazon|nurture.*sequence/i,\n  ai_progress:   /discussion.*ai.*progress|weekly.*discussion.*ai|ai.*progress/i,\n  sales_marketing:/sales.*marketing|marketing.*sales|sales.*mktg/i,\n  general_ai:    /ai.*team|team.*ai|ai.*weekly|weekly.*ai|ai.*sync|sprint.*ai|ai.*sprint/i\n};\n\nconst CATEGORY_LABELS = {\n  scrum: 'AI Scrum',\n  amazon_nurture: 'Amazon Nurture Sequence',\n  ai_progress: 'AI Progress Discussions',\n  sales_marketing: 'Sales & Marketing',\n  general_ai: 'General AI Meetings'\n};\n\nconst transcripts = $input.first().json?.data?.transcripts || [];\nconst byCategory = {};\nlet total = 0;\n\nfor (const t of transcripts) {\n  if (!t || !t.title) continue;\n  let category = null;\n  for (const [cat, pattern] of Object.entries(PATTERNS)) {\n    if (pattern.test(t.title)) { category = cat; break; }\n  }\n  if (!category) continue;\n  if (!byCategory[category]) byCategory[category] = [];\n  byCategory[category].push(t);\n  total++;\n}\n\nif (total === 0) {\n  return [{ json: { noMeetings: true, dateLabel: $('Build Date Window').item.json.dateLabel } }];\n}\n\nlet meetingContext = '';\nfor (const [cat, meetings] of Object.entries(byCategory)) {\n  meetingContext += '\\n\\n### ' + (CATEGORY_LABELS[cat] || cat) + ' (' + meetings.length + ' meeting(s))\\n';\n  for (const m of meetings) {\n    meetingContext += '\\n**' + m.title + '** (' + (m.date ? new Date(m.date).toDateString() : 'n/a') + ', ' + Math.round(m.duration || 0) + 'min)\\n';\n    if (m.summary?.short_summary) meetingContext += 'Summary: ' + m.summary.short_summary + '\\n';\n    if (m.summary?.action_items)  meetingContext += 'Action items:\\n' + m.summary.action_items + '\\n';\n    if (m.summary?.keywords)      meetingContext += 'Keywords: ' + (Array.isArray(m.summary.keywords) ? m.summary.keywords.join(', ') : m.summary.keywords) + '\\n';\n    if (m.participants)           meetingContext += 'Participants: ' + (Array.isArray(m.participants) ? m.participants.join(', ') : m.participants) + '\\n';\n  }\n}\n\nconst dw = $('Build Date Window').item.json;\nreturn [{\n  json: {\n    noMeetings: false,\n    meetingContext: meetingContext.trim(),\n    totalMeetings: total,\n    dateLabel: dw.dateLabel,\n    branchName: dw.branchName,\n    filePath: dw.filePath\n  }\n}];\n"
      }
    },
    {
      "id": "1ec9578d-46ca-4d37-bcda-52752f1d1c17",
      "name": "Has Relevant Meetings?",
      "type": "n8n-nodes-base.if",
      "typeVersion": 2.2,
      "position": [
        896,
        96
      ],
      "parameters": {
        "conditions": {
          "options": {
            "caseSensitive": true,
            "leftValue": "",
            "typeValidation": "loose"
          },
          "conditions": [
            {
              "leftValue": "={{ $json.noMeetings }}",
              "operator": {
                "type": "boolean",
                "operation": "false"
              },
              "rightValue": ""
            }
          ],
          "combinator": "and"
        }
      }
    },
    {
      "id": "95895e03-c8f5-4426-9ed6-bcaeebd2c14f",
      "name": "Build Claude Prompt",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        1120,
        0
      ],
      "parameters": {
        "mode": "runOnceForAllItems",
        "jsCode": "\nconst d = $input.first().json;\nconst prompt = `You are the Sales Pipeline digest assistant's auto-digest engine. \n\nToday: ${d.dateLabel}\nMeetings processed: ${d.totalMeetings}\n\nMEETING DATA:\n${d.meetingContext}\n\nGenerate a daily journal markdown file. Return ONLY the markdown, no preamble.\n\nREQUIRED FORMAT:\n---\ntitle: Daily Journal \u2013 ${d.dateLabel}\ntype: log\ntags: [journal, auto-digest]\nupdated: ${d.dateLabel}\nowner: auto\n---\n\n# Daily Journal \u2013 ${d.dateLabel}\n\n> Auto-generated from Fireflies digest. ${d.totalMeetings} meeting(s) processed.\n\n## Key updates by workstream\n\n[For EACH category found in the meeting data, write a concise section with decisions, shipped items, and in-progress work. Max 4 bullet points per section.]\n\n## Action items by owner\n\n| Owner | Action Item | Source | Priority |\n|---|---|---|---|\n[Extract ALL action items. Assign: high (urgent/blockers), mid (this week), low (backlog).]\n\n## Blockers and decisions pending\n\n[Explicitly blocked items or decisions awaiting input. If none: \"None flagged.\"]\n\n## Carry-forwards\n\n[Items deferred or marked ongoing. If none: \"None.\"]\n\nRULES:\n- Extract action items from ALL meeting categories\n- For AI Progress meetings, extract ONLY sales and marketing relevant items\n- Be concise and actionable\n- Never invent information not in the meeting data`;\n\nreturn [{ json: { prompt, branchName: d.branchName, filePath: d.filePath, dateLabel: d.dateLabel, totalMeetings: d.totalMeetings } }];\n"
      }
    },
    {
      "id": "0cff8bff-b0f6-4984-aade-de824e8048b4",
      "name": "Claude \u2013 Generate Journal",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.4,
      "position": [
        1344,
        0
      ],
      "parameters": {
        "method": "POST",
        "url": "https://api.anthropic.com/v1/messages",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth",
        "sendHeaders": true,
        "specifyHeaders": "keypair",
        "headerParameters": {
          "parameters": [
            {
              "name": "anthropic-version",
              "value": "2023-06-01"
            },
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        },
        "sendBody": true,
        "contentType": "json",
        "specifyBody": "json",
        "jsonBody": {
          "model": "claude-sonnet-4-6",
          "max_tokens": 3000,
          "messages": [
            {
              "role": "user",
              "content": "={{ $json.prompt }}"
            }
          ]
        },
        "options": {
          "response": {
            "response": {
              "responseFormat": "json"
            }
          }
        }
      }
    },
    {
      "id": "bef5a5aa-ba0c-4192-866f-e5cbfdbc82d3",
      "name": "Extract Markdown",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        1568,
        0
      ],
      "parameters": {
        "mode": "runOnceForAllItems",
        "jsCode": "\nconst claudeResp = $input.first().json;\nconst markdown = claudeResp?.content?.[0]?.text || '';\nconst meta = $('Build Claude Prompt').item.json;\nreturn [{\n  json: {\n    markdownContent: markdown,\n    branchName: meta.branchName,\n    filePath: meta.filePath,\n    dateLabel: meta.dateLabel,\n    totalMeetings: meta.totalMeetings\n  }\n}];\n"
      }
    },
    {
      "id": "3755f0dd-22a1-4ee3-8f08-652db4216ce4",
      "name": "Push to Sales Pipeline MCP",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.4,
      "position": [
        1792,
        0
      ],
      "parameters": {
        "method": "POST",
        "url": "https://sales-pipeline-mcp.your-subdomain.workers.dev/mcp",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpQueryAuth",
        "sendHeaders": true,
        "specifyHeaders": "keypair",
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        },
        "sendBody": true,
        "contentType": "json",
        "specifyBody": "json",
        "jsonBody": {
          "jsonrpc": "2.0",
          "id": 1,
          "method": "tools/call",
          "params": {
            "name": "create_update",
            "arguments": {
              "branch": "={{ $json.branchName }}",
              "file_path": "={{ $json.filePath }}",
              "content": "={{ $json.markdownContent }}",
              "commit_message": "={{ \"journal: auto-digest for \" + $json.dateLabel }}",
              "pr_title": "={{ \"Auto daily digest \u2013 \" + $json.dateLabel }}",
              "pr_body": "={{ \"Automated Fireflies digest for \" + $json.dateLabel + \". \" + $json.totalMeetings + \" meeting(s). Covers AI scrum, Amazon nurture, sales & marketing, AI progress. Review and merge.\" }}"
            }
          }
        },
        "options": {
          "response": {
            "response": {
              "responseFormat": "json",
              "neverError": true
            }
          }
        }
      }
    },
    {
      "id": "99a8f9ed-c051-452e-b6e0-a14e7acce6e3",
      "name": "Notify Cliq \u2013 Success",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.4,
      "position": [
        2016,
        0
      ],
      "parameters": {
        "method": "POST",
        "url": "https://cliq.zoho.com/api/v2/channelsbyname/your-channel/message",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpBearerAuth",
        "sendHeaders": true,
        "specifyHeaders": "keypair",
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        },
        "sendBody": true,
        "contentType": "json",
        "specifyBody": "json",
        "jsonBody": {
          "text": "={{ \"\ud83d\udccb *Daily Pipeline Digest \u2013 \" + $json.dateLabel + \"* \u2014 \" + $json.totalMeetings + \" meeting(s) processed. PR open for review \u2192 https://github.com/your-org/your-planning-repo/pulls\" }}"
        },
        "options": {
          "response": {
            "response": {
              "responseFormat": "json",
              "neverError": true
            }
          }
        }
      }
    },
    {
      "id": "16cd60c2-ac13-4183-95e8-ec29d6ada0e0",
      "name": "Notify Cliq \u2013 No Meetings",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.4,
      "position": [
        1120,
        192
      ],
      "parameters": {
        "method": "POST",
        "url": "https://cliq.zoho.com/api/v2/channelsbyname/your-channel/message",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpBearerAuth",
        "sendHeaders": true,
        "specifyHeaders": "keypair",
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        },
        "sendBody": true,
        "contentType": "json",
        "specifyBody": "json",
        "jsonBody": {
          "text": "={{ \"\u2139\ufe0f Daily Pipeline Digest \u2013 \" + $json.dateLabel + \": No relevant meetings found in the past 24h. No PR created.\" }}"
        },
        "options": {
          "response": {
            "response": {
              "responseFormat": "json",
              "neverError": true
            }
          }
        }
      }
    }
  ],
  "connections": {
    "Daily 07:00 Trigger": {
      "main": [
        [
          {
            "node": "Build Date Window",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Build Date Window": {
      "main": [
        [
          {
            "node": "Fetch All Meetings",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Fetch All Meetings": {
      "main": [
        [
          {
            "node": "Filter and Aggregate",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Filter and Aggregate": {
      "main": [
        [
          {
            "node": "Has Relevant Meetings?",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Has Relevant Meetings?": {
      "main": [
        [
          {
            "node": "Build Claude Prompt",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Notify Cliq \u2013 No Meetings",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Build Claude Prompt": {
      "main": [
        [
          {
            "node": "Claude \u2013 Generate Journal",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Claude \u2013 Generate Journal": {
      "main": [
        [
          {
            "node": "Extract Markdown",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Extract Markdown": {
      "main": [
        [
          {
            "node": "Push to Sales Pipeline MCP",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Push to Sales Pipeline MCP": {
      "main": [
        [
          {
            "node": "Notify Cliq \u2013 Success",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1",
    "availableInMCP": true
  }
}

About this workflow

Daily Sales Pipeline Digest. Uses httpRequest. Scheduled trigger; 11 nodes.

Source: https://github.com/saurabhshuklagrowisto/saurabh-ai-systems/blob/main/production-systems/sales-pipeline-digest/daily_sales_pipeline_digest.json — original creator credit. Request a take-down →

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