Templates / Plan solar revenue recovery visits with Google Sheets, Gemini and WhatsApp

Plan solar revenue recovery visits with Google Sheets, Gemini and WhatsApp

Needs changes

by iamvaar ✓ · 0 views · created 2026-10-13 · CRM, AI RAG

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.

What 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).

  1. Set Configuration Parameters (Edit Fields (Set)): sets 12 fields: spreadsheet_id, company_name, send_mode…
  2. Read Sites from Sheets (Google Sheets): uses Google Sheets
  3. Read Scheduled Visits from Sheets (Google Sheets): uses Google Sheets
  4. Read Utility Approvals from Sheets (Google Sheets): uses Google Sheets
  5. Read Technicians from Sheets (Google Sheets): uses Google Sheets
  6. Read Payment Milestones (Google Sheets): uses Google Sheets
  7. Read Parts from Sheets (Google Sheets): uses Google Sheets
  8. Read Outbound History (Google Sheets): uses Google Sheets
  9. Build Contextual Data (Code): runs custom JavaScript code
  10. 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

WhatsApp Business CloudGoogle SheetsGoogle Gemini Chat Model

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 3.0Replace 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)

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…

Excerpt from iamvaar's description on n8n.io.

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

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