Detect revenue leakage and send AI-powered recovery follow-ups via Gmail and Slack
Needs changesWhat this workflow does
This AI workflow has 17 nodes and runs on a schedule (every day). Along the way it connects Google Sheets, Google Gemini Chat Model, Slack and Gmail.
How it runs
Trigger: On a schedule (every day).
- Set Configuration Parameters (Edit Fields (Set)): sets 6 fields: spreadsheetId, timezone, gracePeriodDays…
- Read Invoices from Sheets (Google Sheets): uses Google Sheets
- Read Work Delivered from Sheets (Google Sheets): uses Google Sheets
- Read Payments from Sheets (Google Sheets): uses Google Sheets
- Read Follow-ups from Sheets (Google Sheets): uses Google Sheets
- Detect Revenue Leakage (Code): runs custom JavaScript code
- Limit: keeps the first few items
- Append Recovery Tasks to Sheets (Google Sheets): append
- Create AI Dispatch Prompts (Code): runs custom JavaScript code
- Revenue Recovery AI Agent (AI Agent): runs an AI agent, with model: Google Gemini AI Model
…plus 5 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 (10)
- 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 - If
n8n-nodes-base.if - Slack
n8n-nodes-base.slack - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Gmail
n8n-nodes-base.gmail - Limit
n8n-nodes-base.limit
From the author
Quick overview Youtube Video: https://youtu.be/d74YKhD0P24 This scheduled workflow audits invoices, delivered work, payments, and follow-ups stored in Google Sheets to detect revenue leakage, logs recovery tasks back to Sheets, uses Google Gemini to draft…