Route sales discount approvals with Google Sheets and Gmail
Ready for 3.0What this workflow does
This workflow has 20 nodes and runs when someone submits an n8n form (plus 1 other trigger). Along the way it connects Google Sheets and Gmail.
How it runs
Trigger: When someone submits an n8n form (plus 1 other trigger).
- Set Deal Details (Edit Fields (Set)): sets or maps fields
- Read Deal for Approval in Sheets (Google Sheets): uses Google Sheets
- Read Pricing Policy in Sheets (Google Sheets): uses Google Sheets
- Route by Approval Decision (Switch): routes items into branches
- Check Policy Existence (If): checks a condition and branches into true / false
- Update Approved Deal in Sheets (Google Sheets): uses Google Sheets
- Update Rejected Deal in Sheets (Google Sheets): uses Google Sheets
- If: checks a condition and branches into true / false
- Log Missing Policy in Sheets (Google Sheets): uses Google Sheets
- Send Decision Email via Gmail (Gmail): uses Gmail
…plus 8 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 (6)
- n8n Form Trigger
n8n-nodes-base.formTrigger - Edit Fields (Set)
n8n-nodes-base.set - Google Sheets
n8n-nodes-base.googleSheets - If
n8n-nodes-base.if - Gmail
n8n-nodes-base.gmail - Switch
n8n-nodes-base.switch
From the author
Quick overview This workflow collects sales deal and discount requests via n8n Forms, validates them against a pricing policy stored in Google Sheets, routes each deal to auto-, manager-, or senior-approval, logs the audit trail to Google Sheets, and sends…