Save New Sales Opportunities

工作流概述

这是一个包含5个节点的中等工作流,主要用于自动化处理各种任务。

工作流源代码

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{
  "id": "NPGAfBzz4nv8lTpl",
  "meta": {
    "instanceId": "d40a25503b797861fe81ffcf2649da2a83b8677ac1ef2ee6b6872aa9b52454b8",
    "templateCredsSetupCompleted": true
  },
  "name": "Save New Sales Opportunities",
  "tags": [],
  "nodes": [
    {
      "id": "64b02b70-e7f2-4df0-852f-b6959af8d8c5",
      "name": "Received Emails with Sales Label",
      "type": "n8n-nodes-base.gmailTrigger",
      "position": [
        760,
        540
      ],
      "parameters": {
        "simple": false,
        "filters": {
          "labelIds": [
            "Label_8035866011660570111"
          ]
        },
        "options": {},
        "pollTimes": {
          "item": [
            {
              "mode": "everyHour"
            }
          ]
        }
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "hCIbT7XsRrtmzCCJ",
          "name": "Gmail account"
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "6dca3c61-98ba-4d18-bc5c-9c762e12f13b",
      "name": "Odoo - Create Opportunity",
      "type": "n8n-nodes-base.odoo",
      "position": [
        1500,
        540
      ],
      "parameters": {
        "resource": "opportunity",
        "opportunityName": "={{ $('Received Emails with Sales Label').item.json.headers.subject }}",
        "additionalFields": {
          "email_from": "={{ $('Received Emails with Sales Label').item.json.from.value[0].address }}",
          "description": "={{ $json.response.text }}"
        }
      },
      "credentials": {
        "odooApi": {
          "id": "5XAxrqqPxY5dzcoP",
          "name": "Odoo account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "a57e0e51-50d3-49de-8dc6-6fe592604765",
      "name": "OpenAI Model",
      "type": "@n8n/n8n-nodes-langchain.lmOpenAi",
      "position": [
        1040,
        720
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-3.5-turbo-instruct"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "8F3dAS1qjFM6mYbD",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "a6de25a3-3967-4957-bc98-4cb774a53dda",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        700,
        220
      ],
      "parameters": {
        "width": 446.44549763033154,
        "height": 261.8821936357484,
        "content": "## Summarize emails and save them as notes on sales opportunity in Odoo

Set up steps:
* Configure Google Cloud credentials with Gmail access
* Configure OpenAI credentials
* Configure Odoo credentials
 "
      },
      "typeVersion": 1
    },
    {
      "id": "8705b4de-1334-4ff2-8d5d-60ec96cfb8cd",
      "name": "Summarize Email Content",
      "type": "@n8n/n8n-nodes-langchain.chainSummarization",
      "position": [
        1060,
        540
      ],
      "parameters": {
        "options": {
          "summarizationMethodAndPrompts": {
            "values": {
              "prompt": "=Write a concise summary of the following sales inquiry:
\" {{ $json.text }}\"
Include structured information such as project budget, timelines, industry and a general summary

CONCISE SUMMARY: 
",
              "combineMapPrompt": "=Write a concise summary of the following sales inquiry:
\"{{ $json.text }}\"
Extract information such as project budget, timelines and a general summary.

CONCISE SUMMARY: 
"
            }
          }
        }
      },
      "typeVersion": 2
    }
  ],
  "active": false,
  "pinData": {
    "Summarize Email Content": [
      {
        "json": {
          "response": {
            "text": "Mihai Farcas, Procurement Manager at Innovative Solutions Inc, is interested in incorporating CloudConnect Pro platform into their upcoming projects. They are impressed by its capabilities in cloud integration, data management, and flexibility. They request detailed information on pricing, implementation options, support services, and case studies for enterprise-level deployments. They are eager to learn more and hope for a mutually beneficial partnership. "
          }
        }
      }
    ],
    "Received Emails with Sales Label": [
      {
        "json": {
          "id": "1903f41a3a4813f4",
          "to": {
            "html": "<span class=\"mp_address_group\"><span class=\"mp_address_name\">Mihai Farcas</span> &lt;<a href=\"mailto:farcasmihai91@gmail.com\" class=\"mp_address_email\">farcasmihai91@gmail.com</a>&gt;</span>",
            "text": "\"Mihai Farcas\" <farcasmihai91@gmail.com>",
            "value": [
              {
                "name": "Mihai Farcas",
                "address": "farcasmihai91@gmail.com"
              }
            ]
          },
          "date": "2024-06-22T09:23:01.000Z",
          "from": {
            "html": "<span class=\"mp_address_group\"><span class=\"mp_address_name\">Mihai Farcas</span> &lt;<a href=\"mailto:contact@mihai.ltd\" class=\"mp_address_email\">contact@mihai.ltd</a>&gt;</span>",
            "text": "\"Mihai Farcas\" <contact@mihai.ltd>",
            "value": [
              {
                "name": "Mihai Farcas",
                "address": "contact@mihai.ltd"
              }
            ]
          },
          "html": "<div dir=\"ltr\"><p>Dear Alex,</p><p>I hope this email finds you well.</p><p>My name is Mihai Farcas, and I&#39;m the Procurement Manager at Innovative Solutions Inc. We are a leading provider of cutting-edge technological solutions for businesses across various industries.</p><p>I&#39;m reaching out to you today to express our strong interest in your company&#39;s CloudConnect Pro platform. We&#39;ve been thoroughly impressed by its capabilities in cloud integration, data management, and overall flexibility. Our research indicates that it could be an excellent fit for our clients&#39; needs, particularly in the areas of streamlining workflows and enhancing data accessibility.</p><p>We are currently exploring the possibility of incorporating CloudConnect Pro into our upcoming projects. To this end, we would appreciate it if you could provide us with detailed information on pricing, implementation options, and support services for enterprise-level deployments.  Additionally, any case studies or testimonials from companies similar to ours would be most welcome.</p><p>Given the urgency of our projects, a prompt response would be greatly appreciated. We are eager to learn more about how CloudConnect Pro can contribute to our success and look forward to the possibility of a mutually beneficial partnership.</p><p>Thank you for your time and consideration.</p><p><br></p><p>Sincerely,</p><p>Mihai Farcas</p><p>Procurement Manager</p><p>Innovative Solutions Inc.</p></div>
",
          "text": "Dear Alex,

I hope this email finds you well.

My name is Mihai Farcas, and I'm the Procurement Manager at Innovative
Solutions Inc. We are a leading provider of cutting-edge technological
solutions for businesses across various industries.

I'm reaching out to you today to express our strong interest in your
company's CloudConnect Pro platform. We've been thoroughly impressed by its
capabilities in cloud integration, data management, and overall
flexibility. Our research indicates that it could be an excellent fit for
our clients' needs, particularly in the areas of streamlining workflows and
enhancing data accessibility.

We are currently exploring the possibility of incorporating CloudConnect
Pro into our upcoming projects. To this end, we would appreciate it if you
could provide us with detailed information on pricing, implementation
options, and support services for enterprise-level deployments.
Additionally, any case studies or testimonials from companies similar to
ours would be most welcome.

Given the urgency of our projects, a prompt response would be greatly
appreciated. We are eager to learn more about how CloudConnect Pro can
contribute to our success and look forward to the possibility of a mutually
beneficial partnership.

Thank you for your time and consideration.


Sincerely,

Mihai Farcas

Procurement Manager

Innovative Solutions Inc.
",
          "headers": {
            "to": "To: Mihai Farcas <farcasmihai91@gmail.com>",
            "date": "Date: Sat, 22 Jun 2024 12:23:01 +0300",
            "from": "From: Mihai Farcas <contact@mihai.ltd>",
            "subject": "Subject: Urgent Inquiry for CloudConnect Pro Integration",
            "message-id": "Message-ID: <CAGDzDQR5BWWjU40G26dg4AZuiMKZ5b0GtdUyn-2FbfMFs2yJwg@mail.gmail.com>",
            "content-type": "Content-Type: multipart/alternative; boundary=\"00000000000064dc5b061b7718a6\"",
            "mime-version": "MIME-Version: 1.0"
          },
          "subject": "Urgent Inquiry for CloudConnect Pro Integration",
          "labelIds": [
            "Label_8035866011660570111",
            "IMPORTANT",
            "SENT",
            "INBOX"
          ],
          "threadId": "1903f3f36f29657c",
          "messageId": "<CAGDzDQR5BWWjU40G26dg4AZuiMKZ5b0GtdUyn-2FbfMFs2yJwg@mail.gmail.com>",
          "textAsHtml": "<p>Dear Alex,</p><p>I hope this email finds you well.</p><p>My name is Mihai Farcas, and I&apos;m the Procurement Manager at Innovative<br/>Solutions Inc. We are a leading provider of cutting-edge technological<br/>solutions for businesses across various industries.</p><p>I&apos;m reaching out to you today to express our strong interest in your<br/>company&apos;s CloudConnect Pro platform. We&apos;ve been thoroughly impressed by its<br/>capabilities in cloud integration, data management, and overall<br/>flexibility. Our research indicates that it could be an excellent fit for<br/>our clients&apos; needs, particularly in the areas of streamlining workflows and<br/>enhancing data accessibility.</p><p>We are currently exploring the possibility of incorporating CloudConnect<br/>Pro into our upcoming projects. To this end, we would appreciate it if you<br/>could provide us with detailed information on pricing, implementation<br/>options, and support services for enterprise-level deployments.<br/>Additionally, any case studies or testimonials from companies similar to<br/>ours would be most welcome.</p><p>Given the urgency of our projects, a prompt response would be greatly<br/>appreciated. We are eager to learn more about how CloudConnect Pro can<br/>contribute to our success and look forward to the possibility of a mutually<br/>beneficial partnership.</p><p>Thank you for your time and consideration.</p><p>Sincerely,</p><p>Mihai Farcas</p><p>Procurement Manager</p><p>Innovative Solutions Inc.</p>",
          "sizeEstimate": 3554
        }
      }
    ]
  },
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "8c905538-5613-464b-b5a0-87e266a507c7",
  "connections": {
    "OpenAI Model": {
      "ai_languageModel": [
        [
          {
            "node": "Summarize Email Content",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Summarize Email Content": {
      "main": [
        [
          {
            "node": "Odoo - Create Opportunity",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Received Emails with Sales Label": {
      "main": [
        [
          {
            "node": "Summarize Email Content",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

功能特点

  • 自动检测新邮件
  • AI智能内容分析
  • 自定义分类规则
  • 批量处理能力
  • 详细的处理日志

技术分析

节点类型及作用

  • Gmailtrigger
  • Odoo
  • @N8N/N8N Nodes Langchain.Lmopenai
  • Stickynote
  • @N8N/N8N Nodes Langchain.Chainsummarization

复杂度评估

配置难度:
★★★☆☆
维护难度:
★★☆☆☆
扩展性:
★★★★☆

实施指南

前置条件

  • 有效的Gmail账户
  • n8n平台访问权限
  • Google API凭证
  • AI分类服务订阅

配置步骤

  1. 在n8n中导入工作流JSON文件
  2. 配置Gmail节点的认证信息
  3. 设置AI分类器的API密钥
  4. 自定义分类规则和标签映射
  5. 测试工作流执行
  6. 配置定时触发器(可选)

关键参数

参数名称 默认值 说明
maxEmails 50 单次处理的最大邮件数量
confidenceThreshold 0.8 分类置信度阈值
autoLabel true 是否自动添加标签

最佳实践

优化建议

  • 定期更新AI分类模型以提高准确性
  • 根据邮件量调整处理批次大小
  • 设置合理的分类置信度阈值
  • 定期清理过期的分类规则

安全注意事项

  • 妥善保管API密钥和认证信息
  • 限制工作流的访问权限
  • 定期审查处理日志
  • 启用双因素认证保护Gmail账户

性能优化

  • 使用增量处理减少重复工作
  • 缓存频繁访问的数据
  • 并行处理多个邮件分类任务
  • 监控系统资源使用情况

故障排除

常见问题

邮件未被正确分类

检查AI分类器的置信度阈值设置,适当降低阈值或更新训练数据。

Gmail认证失败

确认Google API凭证有效且具有正确的权限范围,重新进行OAuth授权。

调试技巧

  • 启用详细日志记录查看每个步骤的执行情况
  • 使用测试邮件验证分类逻辑
  • 检查网络连接和API服务状态
  • 逐步执行工作流定位问题节点

错误处理

工作流包含以下错误处理机制:

  • 网络超时自动重试(最多3次)
  • API错误记录和告警
  • 处理失败邮件的隔离机制
  • 异常情况下的回滚操作