Plan solar revenue recovery visits with Google Sheets, Gemini and WhatsApp
Needs changesWhat this workflow does
This AI workflow has 19 nodes and runs on a schedule (cron 0 7 * * 1-6). Along the way it connects WhatsApp Business Cloud, Google Sheets and Google Gemini Chat Model.
How it runs
Trigger: On a schedule (cron 0 7 * * 1-6).
- Set Configuration Parameters (Edit Fields (Set)): sets 12 fields: spreadsheet_id, company_name, send_mode…
- Read Sites from Sheets (Google Sheets): uses Google Sheets
- Read Scheduled Visits from Sheets (Google Sheets): uses Google Sheets
- Read Utility Approvals from Sheets (Google Sheets): uses Google Sheets
- Read Technicians from Sheets (Google Sheets): uses Google Sheets
- Read Payment Milestones (Google Sheets): uses Google Sheets
- Read Parts from Sheets (Google Sheets): uses Google Sheets
- Read Outbound History (Google Sheets): uses Google Sheets
- Build Contextual Data (Code): runs custom JavaScript code
- Revenue Recovery AI Agent (AI Agent): runs an AI agent, with model: Google Gemini Chat Integration; output parser: Parse Structured Outputs
…plus 6 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in Revenue Recovery AI Agent (v1.7): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) Revenue Recovery AI Agent (v1.7) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (8)
- WhatsApp Business Cloud
n8n-nodes-base.whatsApp - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Edit Fields (Set)
n8n-nodes-base.set - Google Sheets
n8n-nodes-base.googleSheets - Code
n8n-nodes-base.code - AI Agent
@n8n/n8n-nodes-langchain.agent - Google Gemini Chat Model
@n8n/n8n-nodes-langchain.lmChatGoogleGemini - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured
From the author
Quick overview Youtube Video: https://youtu.be/QH0AlnWC0sw?si=Ze4Kj0QfNike9iby This workflow runs every morning and pulls solar project, visit, approval, parts, payment, and messaging history data from Sheets, uses Gemini to generate a revenue-unblocking…