Templates / Escalate payment issues with Azure OpenAI, Google Sheets, Slack and Zendesk

Escalate payment issues with Azure OpenAI, Google Sheets, Slack and Zendesk

Ready for 3.0

by Rahul Joshi ✓ · 123 views · created 2026-02-03 · Ticket Management, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What 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).

  1. Set Lead Data for Processing (Edit Fields (Set)): sets 1 field: body
  2. Alert on Workflow Failure (Slack): uses Slack
  3. 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
  4. Send Escalation Notification to Human Support (Gmail): uses Gmail
  5. 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
  6. Log Human Escalation to Slack (Slack): uses Slack
  7. Send Email to Customer (Gmail): uses Gmail
  8. Set Lead data (Edit Fields (Set)): sets 1 field: confirmation_email_sent
  9. Create a ticket (Zendesk): uses Zendesk
  10. Update Lead Record in Google Sheets (Google Sheets): update

Services it uses

Azure OpenAI Chat ModelGoogle SheetsGmailSlackZendesk

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)

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…

Excerpt from Rahul Joshi's description on n8n.io.

View the original on n8n.io → Check your own copy

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