Create Custom Presentations per Lead
工作流概述
这是一个包含14个节点的复杂工作流，主要用于自动化处理各种任务。
工作流源代码
{
"id": "eF84e2NyJWTCVClW",
"meta": {
"instanceId": "5ce52989094be90be3b3bdd9ed9cee1d7ce1fcecaa598afaec4a50646d32e291",
"templateCredsSetupCompleted": true
},
"name": "Create Custom Presentations per Lead",
"tags": [
{
"id": "fSDcaaN3w5sV5e3S",
"name": "Templates",
"createdAt": "2025-02-23T15:20:47.262Z",
"updatedAt": "2025-02-23T15:20:47.262Z"
},
{
"id": "iMiiPG3ObM1yILch",
"name": "SD - Sales",
"createdAt": "2025-02-23T15:27:45.789Z",
"updatedAt": "2025-02-23T15:28:28.561Z"
}
],
"nodes": [
{
"id": "4cc04b1c-d97d-4d5a-b614-ba22b7b447bd",
"name": "Download by ID",
"type": "n8n-nodes-base.googleDrive",
"position": [
-280,
160
],
"parameters": {
"fileId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.id }}"
},
"options": {},
"operation": "download"
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "J7noNRzf26R3DpFF",
"name": "Jim Privat"
}
},
"typeVersion": 3
},
{
"id": "8d550abf-a5f8-424d-8bfb-d9a9732eb93f",
"name": "MoveToLeadListFolder",
"type": "n8n-nodes-base.googleDrive",
"position": [
1060,
160
],
"parameters": {
"fileId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Create new Sheet').first().json.spreadsheetId }}"
},
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive"
},
"folderId": {
"__rl": true,
"mode": "id",
"value": "=1-oMQTyijYXNmt-Dwh748JFjlDZVCu6ii"
},
"operation": "move"
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "J7noNRzf26R3DpFF",
"name": "Jim Privat"
}
},
"typeVersion": 3
},
{
"id": "4872b5ec-6dda-4920-b6e2-120bdc273c00",
"name": "Add Presentation ID to Lead List",
"type": "n8n-nodes-base.googleSheets",
"position": [
1740,
160
],
"parameters": {
"columns": {
"value": {
"Email": "={{ $('Get all Leads').item.json.Email }}",
"PresentationID": "={{ $json.presentationId }}"
},
"schema": [
{
"id": "First Name",
"type": "string",
"display": true,
"required": false,
"displayName": "First Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Last Name",
"type": "string",
"display": true,
"required": false,
"displayName": "Last Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Full Name",
"type": "string",
"display": true,
"required": false,
"displayName": "Full Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Title",
"type": "string",
"display": true,
"required": false,
"displayName": "Title",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Email",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Company",
"type": "string",
"display": true,
"required": false,
"displayName": "Company",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Contact Location",
"type": "string",
"display": true,
"required": false,
"displayName": "Contact Location",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Employees",
"type": "string",
"display": true,
"required": false,
"displayName": "Employees",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Phone",
"type": "string",
"display": true,
"required": false,
"displayName": "Phone",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Industry",
"type": "string",
"display": true,
"required": false,
"displayName": "Industry",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Country",
"type": "string",
"display": true,
"required": false,
"displayName": "Country",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "State",
"type": "string",
"display": true,
"required": false,
"displayName": "State",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "City",
"type": "string",
"display": true,
"required": false,
"displayName": "City",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "PresentationID",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "PresentationID",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Keywords",
"type": "string",
"display": true,
"required": false,
"displayName": "Keywords",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "row_number",
"type": "string",
"display": true,
"removed": false,
"readOnly": true,
"required": false,
"displayName": "row_number",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"Email"
]
},
"options": {},
"operation": "update",
"sheetName": {
"__rl": true,
"mode": "id",
"value": "={{ $('Create new Sheet').first().json.sheets[0].properties.sheetId }}"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Create new Sheet').first().json.spreadsheetId }}"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "tO62CXNbmAYSCBIY",
"name": "Midgard"
}
},
"typeVersion": 4.5
},
{
"id": "afe225e3-fb82-4091-8310-6645d883c54d",
"name": "Get all Leads",
"type": "n8n-nodes-base.googleSheets",
"position": [
840,
160
],
"parameters": {
"options": {},
"sheetName": {
"__rl": true,
"mode": "id",
"value": "={{ $('Create new Sheet').first().json.sheets[0].properties.sheetId }}"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Create new Sheet').first().json.spreadsheetId }}"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "tO62CXNbmAYSCBIY",
"name": "Midgard"
}
},
"executeOnce": true,
"typeVersion": 4.5
},
{
"id": "635c62cf-4369-442b-8fd7-be2e4caa6ebc",
"name": "Create new Sheet",
"type": "n8n-nodes-base.googleSheets",
"position": [
0,
40
],
"parameters": {
"title": "=Leads_{{ $now.setZone('Europe/Berlin').toFormat('yyyy-dd-MM') }}",
"options": {},
"resource": "spreadsheet",
"sheetsUi": {
"sheetValues": [
{
"title": "sample_data"
}
]
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "tO62CXNbmAYSCBIY",
"name": "Midgard"
}
},
"typeVersion": 4.5
},
{
"id": "d55c0f32-b74a-484a-b759-9ca1c4cf8d65",
"name": "Merge Data for new Lead Document",
"type": "n8n-nodes-base.googleSheets",
"position": [
580,
160
],
"parameters": {
"columns": {
"value": {},
"schema": [
{
"id": "First Name",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "First Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Last Name",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Last Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Full Name",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Full Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Title",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Title",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Email",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Company",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Company",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Contact Location",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Contact Location",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Employees",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Employees",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Phone",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Phone",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Industry",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Industry",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Country",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Country",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "State",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "State",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "City",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "City",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Keywords",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Keywords",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "autoMapInputData",
"matchingColumns": []
},
"options": {
"useAppend": true
},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "id",
"value": "={{ $('Create new Sheet').first().json.sheets[0].properties.sheetId }}"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Create new Sheet').first().json.spreadsheetId }}"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "tO62CXNbmAYSCBIY",
"name": "Midgard"
}
},
"typeVersion": 4.5
},
{
"id": "9d93741a-93b2-4556-9f2e-2d40617c69ac",
"name": "New Leads Arrived",
"type": "n8n-nodes-base.googleDriveTrigger",
"position": [
-800,
160
],
"parameters": {
"event": "fileCreated",
"options": {},
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
},
"triggerOn": "specificFolder",
"folderToWatch": {
"__rl": true,
"mode": "list",
"value": "1GYT9Z8_BnqqY9dqsMpFWJqjeNVsq_xTY",
"cachedResultUrl": "https://drive.google.com/drive/folders/1GYT9Z8_BnqqY9dqsMpFWJqjeNVsq_xTY",
"cachedResultName": "__cmath"
}
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "J7noNRzf26R3DpFF",
"name": "Jim Privat"
}
},
"typeVersion": 1
},
{
"id": "174ff078-e06a-47c3-93c2-441667e0f8e5",
"name": "File Type?",
"type": "n8n-nodes-base.switch",
"position": [
-560,
160
],
"parameters": {
"rules": {
"values": [
{
"outputKey": "csv",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.mimeType }}",
"rightValue": "text/csv"
}
]
},
"renameOutput": true
},
{
"outputKey": "xlsx",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "c2f2fb50-a750-4870-aff7-11df142a9be5",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.mimeType }}",
"rightValue": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
}
]
},
"renameOutput": true
}
]
},
"options": {}
},
"typeVersion": 3.2
},
{
"id": "23d71fb1-c8f2-4144-a40e-be378aa2043a",
"name": "Combine Empty New Document with CSV Data",
"type": "n8n-nodes-base.merge",
"position": [
300,
160
],
"parameters": {
"mode": "chooseBranch",
"useDataOfInput": 2
},
"typeVersion": 3
},
{
"id": "195d7ed6-7dc0-4f49-8256-f47b4c8d426b",
"name": "Create Custom Presentation",
"type": "n8n-nodes-base.googleSlides",
"position": [
1520,
160
],
"parameters": {
"textUi": {
"textValues": [
{
"text": "{COMPANYNAME}",
"replaceText": "={{ $('Get all Leads').item.json.Company }}"
},
{
"text": "{Testdurchgestrichen}",
"replaceText": "={{ $('Get all Leads').item.json['Full Name'] }}"
},
{
"text": "{nichtdurchgestrichen}",
"replaceText": "={{ $('Get all Leads').item.json['First Name'] }}"
}
]
},
"options": {},
"operation": "replaceText",
"presentationId": "={{ $json.id }}"
},
"credentials": {
"googleSlidesOAuth2Api": {
"id": "e9cejsZpBHAaXKv0",
"name": "GSlides Midgard"
}
},
"typeVersion": 2
},
{
"id": "97d47391-20ea-4db7-bdf6-22eebc22a9dd",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
980,
60
],
"parameters": {
"color": 4,
"width": 960,
"height": 340,
"content": "# Duplicate Template and Create Custom Presentations"
},
"typeVersion": 1
},
{
"id": "acded411-6cdf-489a-bb14-c7c14cdaee23",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-320,
-120
],
"parameters": {
"color": 4,
"width": 1300,
"height": 520,
"content": "# Create New Google Sheets and Insert Data from CSV file"
},
"typeVersion": 1
},
{
"id": "9dd9e32a-5c1b-4faf-8054-63b66f5dd24e",
"name": "Extract Information from CSV file",
"type": "n8n-nodes-base.extractFromFile",
"position": [
0,
220
],
"parameters": {
"options": {
"encoding": "utf-8",
"delimiter": ",",
"headerRow": true
}
},
"typeVersion": 1
},
{
"id": "0329eabe-dee1-41fd-a7eb-017343523e40",
"name": "Copy Presentation Template",
"type": "n8n-nodes-base.googleDrive",
"position": [
1300,
160
],
"parameters": {
"name": "={{ $('Get all Leads').item.json.Company }} X MYCOMPANYNAME_{{ $now.setZone('Europe/Berlin').toFormat('yyyy-dd-MM') }}",
"fileId": {
"__rl": true,
"mode": "list",
"value": "1FtMBECbZY-9gSW6L6DtioOOJv-V9LXduEjZO0pp-NmA",
"cachedResultUrl": "https://docs.google.com/presentation/d/1FtMBECbZY-9gSW6L6DtioOOJv-V9LXduEjZO0pp-NmA/edit?usp=drivesdk",
"cachedResultName": "Stardawn Updated"
},
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "list",
"value": "1Yu2s72rgOJlz1-tMuzlaeN8UZezYftRT",
"cachedResultUrl": "https://drive.google.com/drive/folders/1Yu2s72rgOJlz1-tMuzlaeN8UZezYftRT",
"cachedResultName": "Custom Presentations"
},
"operation": "copy",
"sameFolder": false
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "J7noNRzf26R3DpFF",
"name": "Jim Privat"
}
},
"typeVersion": 3
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "bd03e5b5-be73-444f-a1e6-f037db77a01b",
"connections": {
"File Type?": {
"main": [
[
{
"node": "Download by ID",
"type": "main",
"index": 0
}
]
]
},
"Get all Leads": {
"main": [
[
{
"node": "MoveToLeadListFolder",
"type": "main",
"index": 0
}
]
]
},
"Download by ID": {
"main": [
[
{
"node": "Extract Information from CSV file",
"type": "main",
"index": 0
},
{
"node": "Create new Sheet",
"type": "main",
"index": 0
}
]
]
},
"Create new Sheet": {
"main": [
[
{
"node": "Combine Empty New Document with CSV Data",
"type": "main",
"index": 0
}
]
]
},
"New Leads Arrived": {
"main": [
[
{
"node": "File Type?",
"type": "main",
"index": 0
}
]
]
},
"MoveToLeadListFolder": {
"main": [
[
{
"node": "Copy Presentation Template",
"type": "main",
"index": 0
}
]
]
},
"Copy Presentation Template": {
"main": [
[
{
"node": "Create Custom Presentation",
"type": "main",
"index": 0
}
]
]
},
"Create Custom Presentation": {
"main": [
[
{
"node": "Add Presentation ID to Lead List",
"type": "main",
"index": 0
}
]
]
},
"Merge Data for new Lead Document": {
"main": [
[
{
"node": "Get all Leads",
"type": "main",
"index": 0
}
]
]
},
"Extract Information from CSV file": {
"main": [
[
{
"node": "Combine Empty New Document with CSV Data",
"type": "main",
"index": 1
}
]
]
},
"Combine Empty New Document with CSV Data": {
"main": [
[
{
"node": "Merge Data for new Lead Document",
"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
- Googledrive
- Googlesheets
- Googledrivetrigger
- Switch
- Merge
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
- 在n8n中导入工作流JSON文件
- 配置Gmail节点的认证信息
- 设置AI分类器的API密钥
- 自定义分类规则和标签映射
- 测试工作流执行
- 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