Templates / Screen and score investment deals with AI using OpenAI, Gmail, and Telegram

Screen and score investment deals with AI using OpenAI, Gmail, and Telegram

Ready for 3.0

by Devon Toh ✓ · 372 views · created 2026-03-22 · Lead Generation, 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 18 nodes and runs when an HTTP POST request hits its webhook URL (plus 1 other trigger). Along the way it connects Gmail, OpenAI, Telegram and Google Sheets.

How it runs

Trigger: When an HTTP POST request hits its webhook URL (plus 1 other trigger).

  1. Respond - Deal Received (Respond to Webhook): sends the response back to the webhook caller
  2. Normalize Email Data (Edit Fields (Set)): sets 8 fields: source, sender_name, sender_email…
  3. Normalize Webhook Data (Edit Fields (Set)): sets 8 fields: source, sender_name, sender_email…
  4. Build Deal Text (Code): runs custom JavaScript code
  5. Has Deal Content? (If): checks a condition and branches into true / false
  6. Extract Deal Info - OpenAI (OpenAI): uses OpenAI
  7. Stop - No Deal Content (Stop and Error): stops the run with an error
  8. Merge Deal Fields (Edit Fields (Set)): sets 17 fields: company_name, industry, stage…
  9. Score Deal - OpenAI (OpenAI): uses OpenAI
  10. Parse Score Results (Edit Fields (Set)): sets 20 fields: industry_fit, revenue_stage, growth_trajectory…

…plus 6 more steps. See the full node list below.

Services it uses

GmailOpenAITelegramGoogle Sheets

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.

  • Still check Gmail Trigger below v1.4 runs as v1.4 (drafts skipped, max emails per poll) (New Email Received).

Nodes used (10)

From the author

Screen and Score Investment Deals with AI using OpenAI, Gmail, and Telegram Automatically screens incoming deal submissions using AI, scores them against investment criteria, and routes to the right action. Who is this for? VC firms, PE funds, angel…

Excerpt from Devon Toh's description on n8n.io.

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

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