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Generate Daily Pipedrive Deal Summaries with GPT-4o-mini

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Created by: Robert Breen || rbreen

Robert Breen

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Last update 6 days ago

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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

  1. Go to OpenAI Platform
  2. Navigate to OpenAI Billing
  3. Add funds to your billing account
  4. Copy your API key into the OpenAI credentials in n8n

2️⃣ Connect Pipedrive

  1. In Pipedrive → Personal preferences → API → copy your API token
    • URL shortcut: https://{your-company}.pipedrive.com/settings/personal/api
  2. 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
  3. 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)?