Escalate payment issues with Azure OpenAI, Google Sheets, Slack and Zendesk
Ready for 3.0What this workflow does
This AI workflow has 17 nodes and runs when an HTTP POST request hits its webhook URL (plus 1 other trigger). Along the way it connects Azure OpenAI Chat Model, Google Sheets, Gmail and Slack and 1 more.
How it runs
Trigger: When an HTTP POST request hits its webhook URL (plus 1 other trigger).
- Set Lead Data for Processing (Edit Fields (Set)): sets 1 field: body
- Alert on Workflow Failure (Slack): uses Slack
- Generate Escalation Analysis Email (AI) (AI Agent): runs an AI agent, with model: Execute Trade Decision Reasoning with Azure OpenAI; 1 tool (Retrieve Transaction Data from Google Sheets); output parser: Parse Structured AI Output for Email
- Send Escalation Notification to Human Support (Gmail): uses Gmail
- Generate Customer-Facing Support Email (AI) (AI Agent): runs an AI agent, with model: Execute Trade Decision Reasoning for Customer Email (Azure); output parser: parse Customer Email Output for Sending
- Log Human Escalation to Slack (Slack): uses Slack
- Send Email to Customer (Gmail): uses Gmail
- Set Lead data (Edit Fields (Set)): sets 1 field: confirmation_email_sent
- Create a ticket (Zendesk): uses Zendesk
- Update Lead Record in Google Sheets (Google Sheets): update
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (11)
- Webhook
n8n-nodes-base.webhook - Edit Fields (Set)
n8n-nodes-base.set - AI Agent
@n8n/n8n-nodes-langchain.agent - Azure OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatAzureOpenAi - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Google Sheets Tool
n8n-nodes-base.googleSheetsTool - Gmail
n8n-nodes-base.gmail - Google Sheets
n8n-nodes-base.googleSheets - Slack
n8n-nodes-base.slack - Error Trigger
n8n-nodes-base.errorTrigger - Zendesk
n8n-nodes-base.zendesk
From the author
📘 Description This workflow automates payment-related customer support escalation by validating reported issues against transaction data and coordinating all downstream actions in a controlled, auditable way. It is designed for support teams that need to…