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.
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 Go to OpenAI Platform Navigate to OpenAI Billing Add funds to your billing account Copy your API key into the OpenAI credentials in n8n 2️⃣ Connect Pipedrive In Pipedrive → Personal preferences → API → copy your API token URL shortcut: https://{your-com