Daily Field Agent Brief to Airtable

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

{
  "name": "[Field Agent] Daily Brief",
  "nodes": [
    {
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "cronExpression",
              "expression": "30 7 * * *"
            }
          ]
        }
      },
      "id": "schedule-trigger",
      "name": "Daily at 7:30 AM",
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1.2,
      "position": [
        220,
        300
      ]
    },
    {
      "id": "manual-trigger",
      "name": "Manual Trigger",
      "type": "n8n-nodes-base.manualTrigger",
      "typeVersion": 1,
      "position": [
        220,
        460
      ],
      "parameters": {}
    },
    {
      "parameters": {
        "method": "POST",
        "url": "https://dabbahwala-latest.onrender.com/api/field-agent/daily-brief",
        "options": {
          "timeout": 60000
        }
      },
      "id": "generate-brief",
      "name": "Generate Daily Call List",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.2,
      "position": [
        440,
        300
      ]
    },
    {
      "parameters": {
        "conditions": {
          "options": {
            "caseSensitive": false,
            "leftValue": "",
            "typeValidation": "strict"
          },
          "conditions": [
            {
              "id": "has-calls",
              "leftValue": "={{ $json.created }}",
              "rightValue": 0,
              "operator": {
                "type": "number",
                "operation": "gt"
              }
            }
          ],
          "combinator": "and"
        },
        "options": {}
      },
      "id": "check-created",
      "name": "Any Opportunities Created?",
      "type": "n8n-nodes-base.if",
      "typeVersion": 2,
      "position": [
        660,
        300
      ]
    },
    {
      "parameters": {
        "jsCode": "const brief = $json.brief || [];\nconst created = $json.created || 0;\nconst lines = brief.map((c, i) => {\n  const rank = i + 1;\n  const name = `${c.first_name || ''} ${c.last_name || ''}`.trim();\n  const days = c.days_since_last_order || 0;\n  const orders = c.total_orders || 0;\n  const spend = c.lifetime_spend || 0;\n  const urgency = c.urgency_note || '';\n  return `#${rank} ${name} \u2014 ${orders} orders, $${spend} spend, ${days}d since last \u2014 ${urgency}`;\n});\n\nconst body = [\n  `DabbahWala Field Brief \u2014 ${new Date().toLocaleDateString('en-US', {weekday:'long', month:'short', day:'numeric'})}`,\n  `${created} call opportunities created today`,\n  '',\n  ...lines,\n  '',\n  'Full call scripts added to Airtable Field Sales Tasks.',\n].join('\\n');\n\nreturn [{ json: { summary: body, created, count: brief.length } }];"
      },
      "id": "format-brief",
      "name": "Format Brief Summary",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        880,
        220
      ]
    },
    {
      "id": "get-credentials",
      "name": "Get Credentials",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.2,
      "position": [
        1100,
        220
      ],
      "parameters": {
        "method": "GET",
        "url": "https://dabbahwala-latest.onrender.com/api/credentials",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth",
        "options": {}
      },
      "credentials": {
        "httpHeaderAuth": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "jsCode": "// Build Airtable records from brief contacts (max 10 per Airtable batch)\nconst brief = $('Generate Daily Call List').first().json.brief || [];\n\nconst records = brief.slice(0, 10).map(c => ({\n  fields: {\n    'Contact Name': `${c.first_name || ''} ${c.last_name || ''}`.trim(),\n    'Phone': c.phone || '',\n    'Priority': (c.priority || 'warm').charAt(0).toUpperCase() + (c.priority || 'warm').slice(1),\n    'Status': 'New',\n    'Postgres Opportunity ID': String(c.opportunity_id || ''),\n    'Call Script': c.suggested_script || '',\n    'Days Since Last Order': c.days_since_last_order || 0,\n    'Total Orders': c.total_orders || 0,\n    'Synced to Postgres': false\n  }\n}));\n\nreturn [{ json: { records } }];"
      },
      "id": "prepare-airtable-records",
      "name": "Prepare Airtable Records",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        1320,
        220
      ]
    },
    {
      "id": "write-to-airtable",
      "name": "Write to Airtable",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.2,
      "position": [
        1540,
        220
      ],
      "parameters": {
        "method": "POST",
        "url": "=https://api.airtable.com/v0/{{ $('Get Credentials').first().json.AIRTABLE_BASE_ID }}/Field%20Sales%20Tasks",
        "authentication": "none",
        "sendHeaders": true,
        "headerParameters": {
          "parameters": [
            {
              "name": "Authorization",
              "value": "=Bearer {{ $('Get Credentials').first().json.AIRTABLE_API_KEY }}"
            },
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        },
        "sendBody": true,
        "specifyBody": "json",
        "jsonBody": "={{ JSON.stringify({ records: $json.records }) }}",
        "options": {}
      },
      "continueOnFail": true
    },
    {
      "id": "send-email",
      "name": "Send Brief Email",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.2,
      "position": [
        1760,
        220
      ],
      "parameters": {
        "method": "POST",
        "url": "https://dabbahwala-latest.onrender.com/api/internal/send-email",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth",
        "sendBody": true,
        "specifyBody": "json",
        "jsonBody": "={{ JSON.stringify({ to: 'core@dabbahwala.com', subject: 'DabbahWala Field Brief \u2014 ' + new Date().toLocaleDateString('en-US', {weekday:'long', month:'short', day:'numeric'}), body_html: '<pre style=\"font-family:monospace;font-size:14px;line-height:1.6\">' + $('Format Brief Summary').first().json.summary.replace(/\\n/g, '<br>') + '</pre>' }) }}",
        "options": {}
      },
      "credentials": {
        "httpHeaderAuth": {
          "name": "<your credential>"
        }
      },
      "continueOnFail": true
    },
    {
      "parameters": {
        "jsCode": "console.log('Daily field brief: no eligible contacts found');\nreturn [{ json: { status: 'skipped', reason: 'no_eligible_contacts' } }];"
      },
      "id": "log-skip",
      "name": "Log No Contacts",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        880,
        400
      ]
    }
  ],
  "connections": {
    "Daily at 7:30 AM": {
      "main": [
        [
          {
            "node": "Generate Daily Call List",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Manual Trigger": {
      "main": [
        [
          {
            "node": "Generate Daily Call List",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Generate Daily Call List": {
      "main": [
        [
          {
            "node": "Any Opportunities Created?",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Any Opportunities Created?": {
      "main": [
        [
          {
            "node": "Format Brief Summary",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Log No Contacts",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Format Brief Summary": {
      "main": [
        [
          {
            "node": "Get Credentials",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get Credentials": {
      "main": [
        [
          {
            "node": "Prepare Airtable Records",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Prepare Airtable Records": {
      "main": [
        [
          {
            "node": "Write to Airtable",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Write to Airtable": {
      "main": [
        [
          {
            "node": "Send Brief Email",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1"
  }
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

• httpHeaderAuth

About this workflow

[Field Agent] Daily Brief. Uses httpRequest. Scheduled trigger; 10 nodes.

Source: https://github.com/vivek-dataskate/DabbahWala/blob/55df577abf41d0b89f3199f4c78662a9513accba/n8n/daily_field_brief.json — original creator credit. Request a take-down →

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