Draft case study one-pagers from Closed Won deals in Google Sheets and email
Ready for 3.0Ready 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 workflow has 27 nodes and runs on a schedule (cron 0 9 * * *) (plus 1 other trigger). Along the way it connects Google Sheets.
How it runs
Trigger: On a schedule (cron 0 9 * * *) (plus 1 other trigger).
- Read Deals Tracker Sheet (Google Sheets): read
- Read Review Ledger Sheet (Google Sheets): read
- Compute Newly Closed Won Deals (Code): runs custom JavaScript code
- Filter: keeps only the items that match a condition
- Filter: keeps only the items that match a condition
- Compute Days Pending & Reminder (Code): runs custom JavaScript code
- Read Client Results Sheet (Google Sheets): read
- Filter: keeps only the items that match a condition
- Match Deals To Results Entries (Code): runs custom JavaScript code
- Build Stale Review Reminder Email (Code): runs custom JavaScript code
…plus 14 more steps. See the full node list below.
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 (8)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Google Sheets
n8n-nodes-base.googleSheets - Code
n8n-nodes-base.code - Filter
n8n-nodes-base.filter - If
n8n-nodes-base.if - Send Email
n8n-nodes-base.emailSend - Execute Sub-workflow
n8n-nodes-base.executeWorkflow - No Operation, do nothing
n8n-nodes-base.noOp
From the author
Quick Overview This workflow runs daily to detect newly Closed Won deals in Google Sheets, match them with client results, draft a case-study one-pager, log it to a review ledger, and send internal and client email requests with an optional compliance check,…