Workflow n8n
Automatisation Google Sheets avec n8n : gestion des transactions
Ce workflow n8n a pour objectif d'automatiser la gestion des transactions dans Google Sheets en intégrant un agent AI capable de traiter des messages en temps réel. Dans un contexte où les entreprises cherchent à optimiser leur gestion des données, ce workflow permet de recevoir des messages de chat, d'analyser les informations et de les enregistrer dans une feuille de calcul Google. L'automatisation n8n est particulièrement utile pour les équipes de vente et de finance qui doivent suivre les transactions et les statuts des produits de manière efficace.
- Étape 1 : le workflow est déclenché par la réception d'un message de chat via le noeud 'When chat message received'.
- Étape 2 : l'agent AI traite le message et utilise le modèle de chat OpenAI pour générer des réponses pertinentes.
- Étape 3 : les transactions sont récupérées à partir de Google Sheets grâce aux noeuds 'Get all transactions' et 'Get transactions by product name', permettant ainsi d'agréger les données nécessaires.
- Étape 4 : des notes autocollantes sont créées pour visualiser les informations importantes, et des filtres sont appliqués pour trier les transactions par statut. Grâce à cette automatisation, les utilisateurs peuvent réduire le temps consacré à la gestion manuelle des données, minimiser les erreurs et améliorer la prise de décision basée sur des données en temps réel.
Tags clés :automatisationGoogle Sheetsn8ngestion des transactionsAI
Catégorie: Webhook · Tags: automatisation, Google Sheets, n8n, gestion des transactions, AI❤ 0
Workflow n8n Google Sheets, gestion des transactions : vue d'ensemble
Schéma des nœuds et connexions de ce workflow n8n, généré à partir du JSON n8n.
Workflow n8n Google Sheets, gestion des transactions : détail des nœuds
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"meta": {
"instanceId": "d6b502dfa4d9dd072cdc5c2bb763558661053f651289291352a84403e01b3d1b",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "0951fd33-1811-4a89-b84f-f46dc9e6fde1",
"name": "When chat message received",
"type": "@n8n/n8n-nodes-langchain.chatTrigger",
"position": [
20,
-340
],
"webhookId": "cdc03fce-33b6-4eed-86b5-f628994e5e31",
"parameters": {
"options": {}
},
"typeVersion": 1.1
},
{
"id": "699c2f89-5547-4d28-92a9-5e216aecb251",
"name": "AI Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
240,
-340
],
"parameters": {
"options": {
"maxIterations": 15,
"systemMessage": "=You are a helpful assistant.\nCurrent timestamp is {{ $now }}"
}
},
"typeVersion": 1.7
},
{
"id": "640c29f7-b67e-49f6-a864-c9b396c446b7",
"name": "OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
160,
-100
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4o",
"cachedResultName": "gpt-4o"
},
"options": {
"temperature": 0.2
}
},
"credentials": {
"openAiApi": {
"id": "5LVOlVwHUgB8MAj2",
"name": "OpenAI - n8n project"
}
},
"typeVersion": 1.2
},
{
"id": "807630b4-c138-4b66-a438-fb70eab12a07",
"name": "Calculator",
"type": "@n8n/n8n-nodes-langchain.toolCalculator",
"position": [
840,
60
],
"parameters": {},
"typeVersion": 1
},
{
"id": "132a97a3-239c-403f-843f-55b652e3efc5",
"name": "Code",
"type": "n8n-nodes-base.code",
"position": [
840,
640
],
"parameters": {
"jsCode": "// Ensure there's at least one input item.\nif (!items || items.length === 0) {\n throw new Error(\"No input items found.\");\n}\n\n// Our input is expected to have a 'data' property containing the JSONP string.\nconst input = items[0].json;\n\nif (!input.data) {\n throw new Error(\"Input JSON does not have a 'data' property.\");\n}\n\nconst rawData = input.data;\n\n// Use a regex to extract the JSON content from the Google Visualization JSONP response.\nconst regex = /google\\.visualization\\.Query\\.setResponse\\((.*)\\);?$/s;\nconst match = rawData.match(regex);\n\nif (!match) {\n throw new Error(\"Input data does not match the expected Google Visualization JSONP format.\");\n}\n\nconst jsonString = match[1];\n\n// Parse the extracted JSON string.\nlet parsed;\ntry {\n parsed = JSON.parse(jsonString);\n} catch (error) {\n throw new Error(\"Failed to parse JSON: \" + error.message);\n}\n\n// Verify that the parsed JSON has the expected 'table' structure with 'cols' and 'rows'.\nif (!parsed.table || !Array.isArray(parsed.table.cols) || !Array.isArray(parsed.table.rows)) {\n throw new Error(\"Parsed JSON does not have the expected 'table' structure with 'cols' and 'rows'.\");\n}\n\nconst cols = parsed.table.cols;\nconst rows = parsed.table.rows;\n\n// Helper function to convert date string from \"Date(YYYY,M,D)\" to \"YYYY-MM-DD\"\nfunction formatDate(dateStr) {\n const match = dateStr.match(/^Date\\((\\d+),(\\d+),(\\d+)\\)$/);\n if (!match) return dateStr;\n const year = parseInt(match[1], 10);\n const month = parseInt(match[2], 10) + 1; // JavaScript months are 0-indexed\n const day = parseInt(match[3], 10);\n // Format with leading zeros\n return `${year}-${String(month).padStart(2, '0')}-${String(day).padStart(2, '0')}`;\n}\n\n// Map each row into an object using the column labels as keys.\nconst newItems = rows.map(row => {\n const obj = {};\n cols.forEach((col, index) => {\n let value = row.c && row.c[index] ? row.c[index].v : null;\n // If the column type is \"date\" and the value is a string that looks like \"Date(YYYY,M,D)\"\n if (col.type === \"date\" && typeof value === \"string\") {\n value = formatDate(value);\n }\n obj[col.label] = value;\n });\n return { json: obj };\n});\n\n// Return the new array of items.\nreturn newItems;\n"
},
"typeVersion": 2
},
{
"id": "3dc1e670-bfb1-4b63-b9c8-85656134c843",
"name": "When Executed by Another Workflow",
"type": "n8n-nodes-base.executeWorkflowTrigger",
"position": [
280,
640
],
"parameters": {
"workflowInputs": {
"values": [
{
"name": "start_date"
},
{
"name": "end_date"
},
{
"name": "status"
}
]
}
},
"typeVersion": 1.1
},
{
"id": "52a26e43-12a5-4b4a-a224-d70cdabf6aaf",
"name": "Records by date",
"type": "@n8n/n8n-nodes-langchain.toolWorkflow",
"position": [
1020,
-120
],
"parameters": {
"name": "records_by_date_and_or_status",
"workflowId": {
"__rl": true,
"mode": "list",
"value": "a2BIIjr2gLBay06M",
"cachedResultName": "Template | Your first AI Data Analyst"
},
"description": "Use this tool to get records filtered by date. You can also filter by status at the same time, if you want.",
"workflowInputs": {
"value": {
"status": "={{ $fromAI(\"status\", \"Status of the transaction. Can be Completed, Refund or Error. Leave empty if you don't need this now.\", \"string\") }}",
"end_date": "={{ $fromAI(\"end_date\", \"End date in format YYYY-MM-DD\", \"string\") }}",
"start_date": "={{ $fromAI(\"start_date\", \"Start date in format YYYY-MM-DD\", \"string\") }}"
},
"schema": [
{
"id": "start_date",
"type": "string",
"display": true,
"required": false,
"displayName": "start_date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "end_date",
"type": "string",
"display": true,
"required": false,
"displayName": "end_date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "status",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "status",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
}
},
"typeVersion": 2
},
{
"id": "e1811519-8699-4243-8c64-0db1ab26004d",
"name": "Aggregate",
"type": "n8n-nodes-base.aggregate",
"position": [
1280,
640
],
"parameters": {
"options": {},
"aggregate": "aggregateAllItemData"
},
"typeVersion": 1
},
{
"id": "3b129abd-ac9a-460c-abb3-007e2c94e284",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
1220,
400
],
"parameters": {
"color": 7,
"width": 220,
"height": 400,
"content": "To send all the items back to the AI, we need to finish with everything aggregated into one single item.\n\nOtherwise it will respond with one item at a time, and the AI will only get the first item that arrives."
},
"typeVersion": 1
},
{
"id": "645ac0f9-8022-4f2c-8c6c-5aadd6cf09cc",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
460,
400
],
"parameters": {
"color": 7,
"width": 300,
"height": 400,
"content": "This node sends a custom HTTP Request to the Google Sheets API.\n\nFiltering by date range in the Google Sheets API is very complicated.\n\nThis node solves that problem.\n\nBut doing the same in a database is much simpler. A tool could do it without needing a sub-workflow."
},
"typeVersion": 1
},
{
"id": "14221a72-914d-4c75-866a-d64ba7f8109f",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
780,
400
],
"parameters": {
"color": 7,
"width": 220,
"height": 400,
"content": "The output from this complex request is also messy.\n\nSo we use some code generated by ChatGPT to transform the data into JSON objects."
},
"typeVersion": 1
},
{
"id": "f12668ea-b59d-4caf-a997-381f78b7cfe7",
"name": "Google Sheets request",
"type": "n8n-nodes-base.httpRequest",
"position": [
560,
640
],
"parameters": {
"url": "https://docs.google.com/spreadsheets/d/18A4d7KYrk8-uEMbu7shoQe_UIzmbTLV1FMN43bjA7qc/gviz/tq",
"options": {},
"sendQuery": true,
"authentication": "predefinedCredentialType",
"queryParameters": {
"parameters": [
{
"name": "sheet",
"value": "Sheet1"
},
{
"name": "tq",
"value": "=SELECT * WHERE A >= DATE \"{{ $json.start_date }}\" AND A <= DATE \"{{ $json.end_date }}\""
}
]
},
"nodeCredentialType": "googleSheetsOAuth2Api"
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "YR4pbjuZM5Xs4CTD",
"name": "Google Sheets"
}
},
"typeVersion": 4.2
},
{
"id": "f59a2606-0981-43d1-9a07-b802891b9220",
"name": "Get transactions by product name",
"type": "n8n-nodes-base.googleSheetsTool",
"position": [
1020,
-320
],
"parameters": {
"options": {},
"filtersUI": {
"values": [
{
"lookupValue": "={{ $fromAI(\"product_name\", \"The product name\", \"string\") }}",
"lookupColumn": "Product"
}
]
},
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/18A4d7KYrk8-uEMbu7shoQe_UIzmbTLV1FMN43bjA7qc/edit#gid=0",
"cachedResultName": "Sheet1"
},
"documentId": {
"__rl": true,
"mode": "url",
"value": "https://docs.google.com/spreadsheets/d/18A4d7KYrk8-uEMbu7shoQe_UIzmbTLV1FMN43bjA7qc/edit?usp=sharing"
},
"descriptionType": "manual",
"toolDescription": "Find transactions by product.\nOur products are:\n- Widget A\n- Widget B\n- Widget C\n- Widget D"
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "YR4pbjuZM5Xs4CTD",
"name": "Google Sheets"
}
},
"typeVersion": 4.5
},
{
"id": "1ed7168c-1639-4b3b-a3b4-ed162bcef880",
"name": "Get all transactions",
"type": "n8n-nodes-base.googleSheetsTool",
"position": [
840,
-120
],
"parameters": {
"options": {},
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/18A4d7KYrk8-uEMbu7shoQe_UIzmbTLV1FMN43bjA7qc/edit#gid=0",
"cachedResultName": "Sheet1"
},
"documentId": {
"__rl": true,
"mode": "url",
"value": "https://docs.google.com/spreadsheets/d/18A4d7KYrk8-uEMbu7shoQe_UIzmbTLV1FMN43bjA7qc/edit?usp=sharing"
},
"descriptionType": "manual",
"toolDescription": "Only use this as last resort, because it will pull all data at once."
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "YR4pbjuZM5Xs4CTD",
"name": "Google Sheets"
}
},
"typeVersion": 4.5
},
{
"id": "798453da-8a65-4d14-ae0a-778d64ab02ad",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-360,
-340
],
"parameters": {
"color": 4,
"width": 320,
"height": 340,
"content": "## Some questions to try\nThere's a red button on this page that you can click to chat with the AI.\n\nTry asking it these questions:\n\n- How many refunds in January and what was the amount refunded?\n\n- How many successful sales did we have in January 2025 and what was the final income of those?\n\n- What is the most frequent reason for refunds?"
},
"typeVersion": 1
},
{
"id": "b8336f1a-3855-4247-9589-2f9aa35d211f",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-780,
-340
],
"parameters": {
"color": 4,
"width": 400,
"content": "## Copy this Sheets file to your Google Drive\nhttps://docs.google.com/spreadsheets/d/18A4d7KYrk8-uEMbu7shoQe_UIzmbTLV1FMN43bjA7qc/edit?gid=0#gid=0"
},
"typeVersion": 1
},
{
"id": "99a55b39-965b-4454-b416-d3991f0bdfbc",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
940,
60
],
"parameters": {
"color": 7,
"width": 200,
"height": 140,
"content": "### 👈\nThe Calculator is a tool that allows an agent to run mathematical calculations."
},
"typeVersion": 1
},
{
"id": "7ebebf56-e065-41c4-8270-f636785b0def",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
-780,
-160
],
"parameters": {
"color": 4,
"width": 400,
"content": "### How to connect to Google Sheets?\nTo connect your n8n to your Google Sheets you're gonna need Google OAuth credentials\n\nSee documentation **[here](https://docs.n8n.io/integrations/builtin/credentials/google/oauth-single-service/)**"
},
"typeVersion": 1
},
{
"id": "b64df0dd-6425-4fc2-9f60-8c5a85412d61",
"name": "Sticky Note7",
"type": "n8n-nodes-base.stickyNote",
"position": [
120,
20
],
"parameters": {
"color": 7,
"width": 170,
"height": 260,
"content": "## 👆\nYou can use many models here, including the free Google Gemini options.\n\nMake sure to test it thoroughly. Some models are better for data analysis."
},
"typeVersion": 1
},
{
"id": "23c7bb52-b189-45f1-949b-ea588f065583",
"name": "Sticky Note8",
"type": "n8n-nodes-base.stickyNote",
"position": [
340,
20
],
"parameters": {
"color": 7,
"width": 150,
"height": 260,
"content": "## 👆\nThis is a short term memory. It will remember the 5 previous interactions during the chat"
},
"typeVersion": 1
},
{
"id": "6097e5a1-139b-4329-81ff-4fda16ea5221",
"name": "Buffer Memory",
"type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
"position": [
360,
-100
],
"parameters": {},
"typeVersion": 1.3
},
{
"id": "6de4a7f2-5c58-4401-bd7c-19c5a73ba775",
"name": "Sticky Note9",
"type": "n8n-nodes-base.stickyNote",
"position": [
1160,
-320
],
"parameters": {
"color": 7,
"width": 340,
"height": 180,
"content": "The **AI Tools Agent** has access to all the tools at the same time. It uses the name and description to decide when to use each tool.\n\nNotice I'm using `$fromAI` function in all of them.\n\nSee documentations **[here](https://docs.n8n.io/advanced-ai/examples/using-the-fromai-function/)**"
},
"typeVersion": 1
},
{
"id": "a308d895-bc18-4b2c-9567-78f6c29f79e8",
"name": "Sticky Note11",
"type": "n8n-nodes-base.stickyNote",
"position": [
1160,
-120
],
"parameters": {
"color": 7,
"width": 340,
"height": 320,
"content": "## 👈 This is a special tool\nIt is used to call another workflow.\nThis concept is called sub-workflow.\n\nSee documentation [here](https://docs.n8n.io/flow-logic/subworkflows/).\n\nInstead of running a completely separate workflow, we are calling the one below.\n\nIt's contained in the same workflow, but we are using the trigger to define it will run only when called by this tool."
},
"typeVersion": 1
},
{
"id": "0a6d94bc-21e1-4949-b7f4-c93abbecf08c",
"name": "Sticky Note12",
"type": "n8n-nodes-base.stickyNote",
"position": [
120,
340
],
"parameters": {
"color": 7,
"width": 1380,
"height": 520,
"content": "# Sub-workflow\nThe AI can call this sub-workflow anytime,\nby using the **Records by date** tool.\n\nThe sub-workflow automatically return\n the result of the last executed node to the AI."
},
"typeVersion": 1
},
{
"id": "3e424615-6e49-4bd3-b066-005b9f0f773e",
"name": "Filter by status",
"type": "n8n-nodes-base.filter",
"position": [
1060,
640
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "e50da873-bbbd-41d3-a418-83193907977c",
"operator": {
"type": "string",
"operation": "contains"
},
"leftValue": "={{ $json.Status }}",
"rightValue": "={{ $('When Executed by Another Workflow').item.json.status }}"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "0ad0102c-adb9-4ec9-bdf3-b1ce425b88ba",
"name": "Get transactions by status",
"type": "n8n-nodes-base.googleSheetsTool",
"position": [
840,
-320
],
"parameters": {
"options": {},
"filtersUI": {
"values": [
{
"lookupValue": "={{ $fromAI(\"transaction_status\", \"Transaction status can be Refund, Completed or Error\", \"string\") }}",
"lookupColumn": "Status"
}
]
},
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/18A4d7KYrk8-uEMbu7shoQe_UIzmbTLV1FMN43bjA7qc/edit#gid=0",
"cachedResultName": "Sheet1"
},
"documentId": {
"__rl": true,
"mode": "url",
"value": "https://docs.google.com/spreadsheets/d/18A4d7KYrk8-uEMbu7shoQe_UIzmbTLV1FMN43bjA7qc/edit?usp=sharing"
},
"descriptionType": "manual",
"toolDescription": "Find transactions by status"
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "YR4pbjuZM5Xs4CTD",
"name": "Google Sheets"
}
},
"typeVersion": 4.5
},
{
"id": "5b80cb08-6e19-47b2-8146-c299e709a34a",
"name": "Sticky Note13",
"type": "n8n-nodes-base.stickyNote",
"position": [
820,
-540
],
"parameters": {
"color": 4,
"width": 300,
"content": "## Change the URL of the Sheets file in all the Sheets tools 👇"
},
"typeVersion": 1
},
{
"id": "ddc1351e-0ad0-480f-9742-30f2aa860d61",
"name": "Sticky Note14",
"type": "n8n-nodes-base.stickyNote",
"position": [
500,
820
],
"parameters": {
"color": 4,
"width": 260,
"height": 100,
"content": "## 👆 Change the URL of the Sheets file"
},
"typeVersion": 1
},
{
"id": "ab837a10-932f-4b14-8e2c-546077ca2c86",
"name": "Sticky Note10",
"type": "n8n-nodes-base.stickyNote",
"position": [
-780,
20
],
"parameters": {
"color": 7,
"width": 740,
"height": 580,
"content": "# Author\n\n### Solomon\nFreelance consultant from Brazil, specializing in automations and data analysis. I work with select clients, addressing their toughest projects.\n\nCurrently running the [Scrapes community](https://www.skool.com/scrapes/about?ref=21f10ad99f4d46ba9b8aaea8c9f58c34) with Simon 💪\n\nFor business inquiries, email me at automations.solomon@gmail.com\nOr message me on [Telegram](https://t.me/salomaoguilherme) for a faster response.\n\n## Check out my other templates\n### 👉 https://n8n.io/creators/solomon/\n"
},
"typeVersion": 1
},
{
"id": "e58351b3-3b18-4c03-9435-27ba853d03bb",
"name": "Sticky Note15",
"type": "n8n-nodes-base.stickyNote",
"position": [
-780,
620
],
"parameters": {
"width": 740,
"height": 180,
"content": "# Need help?\nFor getting help with this workflow, please create a topic on the community forums here:\nhttps://community.n8n.io/c/questions/"
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
"Code": {
"main": [
[
{
"node": "Filter by status",
"type": "main",
"index": 0
}
]
]
},
"Calculator": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Buffer Memory": {
"ai_memory": [
[
{
"node": "AI Agent",
"type": "ai_memory",
"index": 0
}
]
]
},
"Records by date": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Filter by status": {
"main": [
[
{
"node": "Aggregate",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "AI Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Get all transactions": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Google Sheets request": {
"main": [
[
{
"node": "Code",
"type": "main",
"index": 0
}
]
]
},
"Get transactions by status": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"When chat message received": {
"main": [
[
{
"node": "AI Agent",
"type": "main",
"index": 0
}
]
]
},
"Get transactions by product name": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"When Executed by Another Workflow": {
"main": [
[
{
"node": "Google Sheets request",
"type": "main",
"index": 0
}
]
]
}
}
}Workflow n8n Google Sheets, gestion des transactions : pour qui est ce workflow ?
Ce workflow s'adresse aux entreprises de taille petite à moyenne, notamment dans les secteurs de la vente et de la finance. Il est conçu pour les équipes qui souhaitent automatiser la gestion des transactions et qui ont un niveau technique intermédiaire. Les utilisateurs peuvent être des responsables de la gestion des données ou des analystes souhaitant optimiser leurs processus.
Workflow n8n Google Sheets, gestion des transactions : problème résolu
Ce workflow résout le problème de la gestion manuelle des transactions dans Google Sheets, qui peut être chronophage et sujet à des erreurs. En automatisant ce processus, les utilisateurs peuvent éviter les frustrations liées à la saisie manuelle des données et réduire les risques d'erreurs. Après la mise en place de ce workflow, les utilisateurs bénéficient d'une gestion des transactions plus rapide et plus précise, leur permettant de se concentrer sur des tâches à plus forte valeur ajoutée.
Workflow n8n Google Sheets, gestion des transactions : étapes du workflow
Étape 1 : le workflow est déclenché par un message reçu dans le chat.
- Étape 1 : l'agent AI analyse le message et génère une réponse via le modèle de chat OpenAI.
- Étape 2 : les transactions sont récupérées de Google Sheets à l'aide des noeuds appropriés.
- Étape 3 : des notes autocollantes sont créées pour afficher les informations pertinentes.
- Étape 4 : des filtres sont appliqués pour trier les transactions selon leur statut, permettant une visualisation claire des données.
Workflow n8n Google Sheets, gestion des transactions : guide de personnalisation
Pour personnaliser ce workflow, vous pouvez modifier l'URL du webhook pour l'adapter à votre application de chat. Il est également possible de changer le nom de la feuille Google Sheets et d'ajuster les filtres appliqués aux transactions. Si vous souhaitez intégrer d'autres outils, vous pouvez ajouter des noeuds supplémentaires pour enrichir les données ou automatiser d'autres processus. Pensez à sécuriser le flux en configurant les autorisations d'accès aux données sensibles et à monitorer les performances du workflow pour assurer son bon fonctionnement.