Robert Breen This workflow corresponds to n8n.io template #7672 — we link there as the canonical source.
This workflow follows the Agent → OpenAI Chat recipe pattern — see all workflows that pair these two integrations.
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 →
{
"nodes": [
{
"id": "9246c394-0b95-48c7-a011-271dcea72081",
"name": "When clicking \u2018Execute workflow\u2019",
"type": "n8n-nodes-base.manualTrigger",
"position": [
416,
304
],
"parameters": {},
"typeVersion": 1
},
{
"id": "ba2e7076-7e79-4e54-b46f-5564d9545684",
"name": "Get many deals",
"type": "n8n-nodes-base.pipedrive",
"position": [
640,
832
],
"parameters": {
"filters": {},
"operation": "getAll",
"returnAll": true
},
"credentials": {
"pipedriveApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "223b3cbe-9a9c-420a-ab56-04af64eac3f8",
"name": "Get many notes",
"type": "n8n-nodes-base.pipedrive",
"position": [
1072,
272
],
"parameters": {
"resource": "note",
"operation": "getAll",
"returnAll": true,
"additionalFields": {
"deal_id": "={{ $json.id }}"
}
},
"credentials": {
"pipedriveApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "934f9442-ab8c-4542-bac6-c232b5580d2c",
"name": "Code",
"type": "n8n-nodes-base.code",
"position": [
880,
304
],
"parameters": {
"jsCode": "// Code node: Rename stage_id numbers to names\n// Input: items with item.json.stage_id\n// Output: item.json.stage_name (string)\n\nconst stageMap = {\n 1: \"Prospecting\",\n 2: \"Qualified\",\n 3: \"Proposal Sent\",\n 4: \"Negotiation\",\n 5: \"Closed Won\"\n};\n\nreturn items.map(item => {\n const stageId = item.json.stage_id;\n item.json.stage_name = stageMap[stageId] || `Unknown (${stageId})`;\n return item;\n});\n"
},
"typeVersion": 2
},
{
"id": "84d9ce96-9150-4300-8080-2be123b97a5f",
"name": "OpenAI Chat Model3",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
1936,
768
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4o-mini",
"cachedResultName": "gpt-4o-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 1.2
},
{
"id": "2eee8c39-6df0-4a86-a590-21d1f1d05533",
"name": "Sticky Note8",
"type": "n8n-nodes-base.stickyNote",
"position": [
-80,
112
],
"parameters": {
"width": 400,
"height": 912,
"content": "\n## \u2699\ufe0f Setup Instructions\n\n### 1\ufe0f\u20e3 Set Up OpenAI Connection\n1. Go to [OpenAI Platform](https://platform.openai.com/api-keys) \n2. Navigate to [OpenAI Billing](https://platform.openai.com/settings/organization/billing/overview) \n3. Add funds to your billing account \n4. Copy your API key into the **OpenAI credentials** in n8n \n\n### 2\ufe0f\u20e3 Connect Pipedrive\n1. In **Pipedrive** \u2192 **Personal preferences \u2192 API** \u2192 copy your **API token** \n - URL shortcut: `https://{your-company}.pipedrive.com/settings/personal/api` \n2. In **n8n** \u2192 **Credentials \u2192 New \u2192 Pipedrive API** \n - **Company domain**: `{your-company}` (the subdomain in your Pipedrive URL) \n - **API Token**: paste the token from step 1 \u2192 **Save** \n3. In the **Pipedrive nodes**, select your Pipedrive credential and (optionally) set filters (e.g., owner, label, created time).\n\n\n\n## \ud83d\udcec Contact\nNeed help extending this (e.g., send summaries by Slack/Email, or auto-create tasks in Pipedrive)?\n\n- \ud83d\udce7 **rbreen@ynteractive.com** \n- \ud83d\udd17 **[Robert Breen](https://www.linkedin.com/in/robert-breen-29429625/)** \n- \ud83c\udf10 **[ynteractive.com](https://ynteractive.com)**\n"
},
"typeVersion": 1
},
{
"id": "97501f67-851f-4876-b8eb-1b61e4be2906",
"name": "Sticky Note56",
"type": "n8n-nodes-base.stickyNote",
"position": [
352,
112
],
"parameters": {
"color": 7,
"width": 1984,
"height": 912,
"content": "# \ud83d\udcca Pipedrive Deals Daily Summary (n8n + OpenAI)\n\nThis 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.\n\n---"
},
"typeVersion": 1
},
{
"id": "35293ed8-8d18-4a3e-826d-c60c37cab6ab",
"name": "Sticky Note9",
"type": "n8n-nodes-base.stickyNote",
"position": [
544,
432
],
"parameters": {
"color": 3,
"width": 288,
"height": 544,
"content": "### 2\ufe0f\u20e3 Connect Pipedrive\n1. In **Pipedrive** \u2192 **Personal preferences \u2192 API** \u2192 copy your **API token** \n - URL shortcut: `https://{your-company}.pipedrive.com/settings/personal/api` \n2. In **n8n** \u2192 **Credentials \u2192 New \u2192 Pipedrive API** \n - **Company domain**: `{your-company}` (the subdomain in your Pipedrive URL) \n - **API Token**: paste the token from step 1 \u2192 **Save** \n3. In the **Pipedrive Tool** node, select your Pipedrive credential and (optionally) set filters (e.g., owner, label, created time).\n"
},
"typeVersion": 1
},
{
"id": "2ab2ecd5-6e76-45e6-a17c-6bcd103a42d5",
"name": "Sticky Note11",
"type": "n8n-nodes-base.stickyNote",
"position": [
1824,
608
],
"parameters": {
"color": 3,
"width": 288,
"height": 304,
"content": "### 1\ufe0f\u20e3 Set Up OpenAI Connection\n1. Go to [OpenAI Platform](https://platform.openai.com/api-keys) \n2. Navigate to [OpenAI Billing](https://platform.openai.com/settings/organization/billing/overview) \n3. Add funds to your billing account \n4. Copy your API key into the **OpenAI credentials** in n8n "
},
"typeVersion": 1
},
{
"id": "c1dee969-580e-4e71-93c0-68eaa8ff08eb",
"name": "Combine Notes",
"type": "n8n-nodes-base.summarize",
"position": [
1168,
656
],
"parameters": {
"options": {},
"fieldsToSplitBy": "deal_id",
"fieldsToSummarize": {
"values": [
{
"field": "content",
"separateBy": "=,",
"aggregation": "concatenate"
},
{
"field": "deal.title",
"aggregation": "max"
}
]
}
},
"typeVersion": 1.1
},
{
"id": "8a8861ec-df79-4c9a-8b15-fab444d4094f",
"name": "Set Field Names",
"type": "n8n-nodes-base.set",
"position": [
1360,
496
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "1d2af38f-855d-435a-b70c-24cf560d103f",
"name": "stage_name",
"type": "string",
"value": "={{ $('Code').item.json.stage_name }}"
},
{
"id": "eb58ba6e-4722-4cc5-be7c-031a823a3488",
"name": "deal.title",
"type": "string",
"value": "={{ $json.max_deal_title }}"
},
{
"id": "d4fe6419-7954-450d-87ab-788149086bd5",
"name": "content",
"type": "string",
"value": "={{ $json.concatenated_content }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "1968ceb0-3c68-4ef8-8186-c0a0a2767641",
"name": "Aggregate for Agent",
"type": "n8n-nodes-base.aggregate",
"position": [
1520,
384
],
"parameters": {
"options": {},
"aggregate": "aggregateAllItemData"
},
"typeVersion": 1
},
{
"id": "f777571b-59aa-4d2d-b371-c7c8415d25f8",
"name": "Turn Objects to Text",
"type": "n8n-nodes-base.set",
"position": [
1728,
320
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "9578adb8-b0e3-4629-a375-8ac9585022f2",
"name": "data",
"type": "string",
"value": "={{ $json.data }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "8a3952d0-4a24-4903-86b4-dad3d98dbf6d",
"name": "Summarize Pipedrive",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
1984,
288
],
"parameters": {
"text": "=Deals: {{ $json.data }}",
"options": {
"systemMessage": "You are a helpful assistant. Do a daily summary of the deals in our pipedrive funnel. "
},
"promptType": "define"
},
"typeVersion": 2.2
}
],
"connections": {
"Code": {
"main": [
[
{
"node": "Get many notes",
"type": "main",
"index": 0
}
]
]
},
"Combine Notes": {
"main": [
[
{
"node": "Set Field Names",
"type": "main",
"index": 0
}
]
]
},
"Get many deals": {
"main": [
[
{
"node": "Code",
"type": "main",
"index": 0
}
]
]
},
"Get many notes": {
"main": [
[
{
"node": "Combine Notes",
"type": "main",
"index": 0
}
]
]
},
"Set Field Names": {
"main": [
[
{
"node": "Aggregate for Agent",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model3": {
"ai_languageModel": [
[
{
"node": "Summarize Pipedrive",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Aggregate for Agent": {
"main": [
[
{
"node": "Turn Objects to Text",
"type": "main",
"index": 0
}
]
]
},
"Turn Objects to Text": {
"main": [
[
{
"node": "Summarize Pipedrive",
"type": "main",
"index": 0
}
]
]
},
"When clicking \u2018Execute workflow\u2019": {
"main": [
[
{
"node": "Get many deals",
"type": "main",
"index": 0
}
]
]
}
}
}
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.
openAiApipipedriveApi
Pro
For the full experience including quality scoring and batch install features for each workflow upgrade to Pro
About this workflow
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. Go to OpenAI Platform Navigate to OpenAI Billing Add funds to your billing account Copy your API…
Source: https://n8n.io/workflows/7672/ — original creator credit. Request a take-down →
Related workflows
Workflows that share integrations, category, or trigger type with this one. All free to copy and import.
K&S-Media Downloadliste SQL. Uses httpRequest, agent, googleSheets, lmChatOpenAi. Event-driven trigger; 97 nodes.
HTTP Request, Agent, Google Sheets +3
🎯 Create viral TikToks, Shorts, Reels, podcasts, and ASMR videos in minutes — all on autopilot.
OpenAI, HTTP Request, Form Trigger +7
BoomerBobBot.TP. Uses agent, telegramTrigger, telegram, memoryBufferWindow. Event-driven trigger; 95 nodes.
Agent, Telegram Trigger, Telegram +10
Generate AI viral videos with NanoBanana & VEO3, shared on socials via Blotato 2. Uses @blotato/n8n-nodes-blotato, googleSheets, lmChatOpenAi, toolThink. Event-driven trigger; 94 nodes.
@Blotato/N8N Nodes Blotato, Google Sheets, OpenAI Chat +9
RAG CHATBOT Main. Uses telegram, telegramTrigger, lmChatOpenAi, n8n-nodes-mcp. Event-driven trigger; 87 nodes.
Telegram, Telegram Trigger, OpenAI Chat +8