Generate daily Pipedrive deal summaries with GPT-4o-mini
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 AI workflow has 10 nodes and runs manually, when you click “Execute workflow”. Along the way it connects Pipedrive and OpenAI Chat Model.
How it runs
Trigger: Manually, when you click “Execute workflow”.
- Get many deals (Pipedrive): get many
- Code: runs custom JavaScript code
- Get many notes (Pipedrive): get many (note)
- Combine Notes (Summarize): summarizes / groups the items
- Set Field Names (Edit Fields (Set)): sets 3 fields: stage_name, deal.title, content
- Aggregate: combines items into one
- Turn Objects to Text (Edit Fields (Set)): sets 1 field: data
- Summarize Pipedrive (AI Agent): runs an AI agent, with model: OpenAI Chat Model
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)
- Manual Trigger
n8n-nodes-base.manualTrigger - Pipedrive
n8n-nodes-base.pipedrive - Code
n8n-nodes-base.code - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Summarize
n8n-nodes-base.summarize - Edit Fields (Set)
n8n-nodes-base.set - Aggregate
n8n-nodes-base.aggregate - AI Agent
@n8n/n8n-nodes-langchain.agent
From the author
This workflow fetches deals and their notes from Pipedrive, cleans up stage IDs into names, aggregates the information, and uses OpenAI to generate a daily summary of your funnel. --- ⚙️ Setup Instructions 1️⃣ Set Up OpenAI Connection 1. Go to OpenAI Platform…