HumationHuman + Automation
Back to Catalog

Analyze sales territory performance with Bright Data MCP & GPT-4o

Yaron BeenYaron Been
436 views
2/3/2026
AIAutomationNewsMultilingualLinkedIn
Official Page

This workflow automatically analyzes sales territory performance, comparing revenue, win rates, and activity across regions. Remove the guesswork from territory planning and drive balanced growth.

Overview

On a weekly schedule, the workflow pulls CRM data for each territory, merges it with demographic and market size info scraped via Bright Data, and feeds everything into OpenAI for performance benchmarking. Outliers—both high and low performers—are highlighted in a Google Data Studio dashboard and summarized in a Slack message.

Tools Used

  • n8n – Orchestrates data collection and analysis
  • CRM API – Source of sales metrics by territory
  • Bright Data – Scrapes external market indicators (population, GDP, etc.)
  • OpenAI – Normalizes and benchmarks territories
  • Google Sheets / Data Studio – Stores and visualizes results
  • Slack – Sends the weekly summary

How to Install

  1. Import the Workflow into n8n.
  2. Connect Your CRM API credentials.
  3. Configure Bright Data credentials.
  4. Set Up OpenAI API key.
  5. Authorize Google services & Slack.
  6. Customize Territory Definitions in the Set node.

Use Cases

  • Sales Leadership: Rebalance territories based on potential.
  • Revenue Operations: Identify underserved regions.
  • Financial Planning: Allocate resources where ROI is highest.
  • Incentive Design: Reward reps fairly based on potential.

Connect with Me

  • Website: https://www.nofluff.online
  • YouTube: https://www.youtube.com/@YaronBeen/videos
  • LinkedIn: https://www.linkedin.com/in/yaronbeen/
  • Get Bright Data: https://get.brightdata.com/1tndi4600b25 (Using this link supports my free workflows with a small commission)

#n8n #automation #territorymanagement #salesanalytics #brightdata #openai #n8nworkflow #nocode #revenueops

Analyze Sales Territory Performance with Bright Data and GPT-4o

This n8n workflow automates the process of analyzing sales territory performance by leveraging Bright Data for web scraping (implied, though not explicitly shown in the provided JSON) and OpenAI's GPT-4o for intelligent data analysis and summarization. It helps businesses gain insights into their sales data by processing it, applying AI analysis, and generating actionable summaries.

What it does

This workflow streamlines the sales territory analysis process through the following steps:

  1. Schedules Execution: The workflow is triggered on a predefined schedule, allowing for regular, automated analysis.
  2. Retrieves Sales Data: It reads sales performance data from a specified Google Sheet.
  3. Prepares Data for AI: The data is transformed and prepared in a suitable format for AI processing using a Code node.
  4. Analyzes with AI Agent: An AI Agent (likely powered by LangChain and OpenAI's GPT-4o) processes the sales data to identify trends, anomalies, and key performance indicators.
  5. Structures AI Output: A Structured Output Parser, potentially with an Auto-fixing Output Parser, ensures the AI's response is formatted correctly (e.g., JSON) and handles any parsing errors.
  6. Summarizes and Reports: The AI's analysis is used to generate a concise summary or report.
  7. Sends Email Notification: The final analysis or summary is sent via Gmail to relevant stakeholders.

Prerequisites/Requirements

To use this workflow, you will need:

  • n8n Instance: A running n8n instance.
  • Google Sheets Account: To store and retrieve sales performance data.
  • Google Account Credentials: Configured in n8n for Google Sheets and Gmail access.
  • OpenAI API Key: For the AI Agent and OpenAI Chat Model nodes (specifically GPT-4o as suggested by the directory name).
  • Bright Data (implied): Although not explicitly present in the provided JSON, the directory name suggests Bright Data is used for data acquisition (e.g., competitive analysis, market data). You would need a Bright Data account and potentially a custom node or HTTP request to integrate it.

Setup/Usage

  1. Import the workflow: Download the provided JSON and import it into your n8n instance.
  2. Configure Credentials:
    • Google Sheets & Gmail: Set up your Google OAuth2 credentials in n8n.
    • OpenAI: Add your OpenAI API Key as a credential in n8n.
  3. Configure Google Sheets Node (ID: 18):
    • Specify the Spreadsheet ID and Sheet Name where your sales performance data is located.
    • Ensure the operation is set to "Read" to retrieve the data.
  4. Configure Code Node (ID: 834):
    • Review and adjust the JavaScript code to transform your Google Sheets data into the desired format for the AI Agent. This might involve selecting specific columns or restructuring the data.
  5. Configure AI Agent Node (ID: 1119):
    • Select your OpenAI Chat Model credential.
    • Define the prompt and instructions for the AI Agent to analyze the sales data. Be specific about what kind of insights you want (e.g., "Identify top-performing territories," "Suggest areas for improvement").
    • Ensure the Structured Output Parser (ID: 1179) and Auto-fixing Output Parser (ID: 1175) are correctly configured as sub-nodes to handle the AI's output.
  6. Configure Gmail Node (ID: 356):
    • Specify the Recipient Email Address(es) for the analysis report.
    • Customize the Subject and Body of the email, incorporating the AI-generated summary.
  7. Configure Schedule Trigger Node (ID: 839):
    • Set the desired interval for the workflow to run (e.g., daily, weekly, monthly).
  8. Activate the workflow: Once configured, activate the workflow to enable automated execution.

This workflow provides a powerful framework for automating data-driven sales territory analysis, enabling quicker insights and more informed decision-making.

Related Templates

Track competitor SEO keywords with Decodo + GPT-4.1-mini + Google Sheets

This workflow automates competitor keyword research using OpenAI LLM and Decodo for intelligent web scraping. Who this is for SEO specialists, content strategists, and growth marketers who want to automate keyword research and competitive intelligence. Marketing analysts managing multiple clients or websites who need consistent SEO tracking without manual data pulls. Agencies or automation engineers using Google Sheets as an SEO data dashboard for keyword monitoring and reporting. What problem this workflow solves Tracking competitor keywords manually is slow and inconsistent. Most SEO tools provide limited API access or lack contextual keyword analysis. This workflow solves that by: Automatically scraping any competitor’s webpage with Decodo. Using OpenAI GPT-4.1-mini to interpret keyword intent, density, and semantic focus. Storing structured keyword insights directly in Google Sheets for ongoing tracking and trend analysis. What this workflow does Trigger — Manually start the workflow or schedule it to run periodically. Input Setup — Define the website URL and target country (e.g., https://dev.to, france). Data Scraping (Decodo) — Fetch competitor web content and metadata. Keyword Analysis (OpenAI GPT-4.1-mini) Extract primary and secondary keywords. Identify focus topics and semantic entities. Generate a keyword density summary and SEO strength score. Recommend optimization and internal linking opportunities. Data Structuring — Clean and convert GPT output into JSON format. Data Storage (Google Sheets) — Append structured keyword data to a Google Sheet for long-term tracking. Setup Prerequisites If you are new to Decode, please signup on this link visit.decodo.com n8n account with workflow editor access Decodo API credentials OpenAI API key Google Sheets account connected via OAuth2 Make sure to install the Decodo Community node. Create a Google Sheet Add columns for: primarykeywords, seostrengthscore, keyworddensity_summary, etc. Share with your n8n Google account. Connect Credentials Add credentials for: Decodo API credentials - You need to register, login and obtain the Basic Authentication Token via Decodo Dashboard OpenAI API (for GPT-4o-mini) Google Sheets OAuth2 Configure Input Fields Edit the “Set Input Fields” node to set your target site and region. Run the Workflow Click Execute Workflow in n8n. View structured results in your connected Google Sheet. How to customize this workflow Track Multiple Competitors → Use a Google Sheet or CSV list of URLs; loop through them using the Split In Batches node. Add Language Detection → Add a Gemini or GPT node before keyword analysis to detect content language and adjust prompts. Enhance the SEO Report → Expand the GPT prompt to include backlink insights, metadata optimization, or readability checks. Integrate Visualization → Connect your Google Sheet to Looker Studio for SEO performance dashboards. Schedule Auto-Runs → Use the Cron Node to run weekly or monthly for competitor keyword refreshes. Summary This workflow automates competitor keyword research using: Decodo for intelligent web scraping OpenAI GPT-4.1-mini for keyword and SEO analysis Google Sheets for live tracking and reporting It’s a complete AI-powered SEO intelligence pipeline ideal for teams that want actionable insights on keyword gaps, optimization opportunities, and content focus trends, without relying on expensive SEO SaaS tools.

Ranjan DailataBy Ranjan Dailata
161

Generate song lyrics and music from text prompts using OpenAI and Fal.ai Minimax

Spark your creativity instantly in any chat—turn a simple prompt like "heartbreak ballad" into original, full-length lyrics and a professional AI-generated music track, all without leaving your conversation. 📋 What This Template Does This chat-triggered workflow harnesses AI to generate detailed, genre-matched song lyrics (at least 600 characters) from user messages, then queues them for music synthesis via Fal.ai's minimax-music model. It polls asynchronously until the track is ready, delivering lyrics and audio URL back in chat. Crafts original, structured lyrics with verses, choruses, and bridges using OpenAI Submits to Fal.ai for melody, instrumentation, and vocals aligned to the style Handles long-running generations with smart looping and status checks Returns complete song package (lyrics + audio link) for seamless sharing 🔧 Prerequisites n8n account (self-hosted or cloud with chat integration enabled) OpenAI account with API access for GPT models Fal.ai account for AI music generation 🔑 Required Credentials OpenAI API Setup Go to platform.openai.com → API keys (sidebar) Click "Create new secret key" → Name it (e.g., "n8n Songwriter") Copy the key and add to n8n as "OpenAI API" credential type Test by sending a simple chat completion request Fal.ai HTTP Header Auth Setup Sign up at fal.ai → Dashboard → API Keys Generate a new API key → Copy it In n8n, create "HTTP Header Auth" credential: Name="Fal.ai", Header Name="Authorization", Header Value="Key [Your API Key]" Test with a simple GET to their queue endpoint (e.g., /status) ⚙️ Configuration Steps Import the workflow JSON into your n8n instance Assign OpenAI API credentials to the "OpenAI Chat Model" node Assign Fal.ai HTTP Header Auth to the "Generate Music Track", "Check Generation Status", and "Fetch Final Result" nodes Activate the workflow—chat trigger will appear in your n8n chat interface Test by messaging: "Create an upbeat pop song about road trips" 🎯 Use Cases Content Creators: YouTubers generating custom jingles for videos on the fly, streamlining production from idea to audio export Educators: Music teachers using chat prompts to create era-specific folk tunes for classroom discussions, fostering interactive learning Gift Personalization: Friends crafting anniversary R&B tracks from shared memories via quick chats, delivering emotional audio surprises Artist Brainstorming: Songwriters prototyping hip-hop beats in real-time during sessions, accelerating collaboration and iteration ⚠️ Troubleshooting Invalid JSON from AI Agent: Ensure the system prompt stresses valid JSON; test the agent standalone with a sample query Music Generation Fails (401/403): Verify Fal.ai API key has minimax-music access; check usage quotas in dashboard Status Polling Loops Indefinitely: Bump wait time to 45-60s for complex tracks; inspect fal.ai queue logs for bottlenecks Lyrics Under 600 Characters: Tweak agent prompt to enforce fuller structures like [V1][C][V2][B][C]; verify output length in executions

Daniel NkenchoBy Daniel Nkencho
601

Automate invoice processing with OCR, GPT-4 & Salesforce opportunity creation

PDF Invoice Extractor (AI) End-to-end pipeline: Watch Drive ➜ Download PDF ➜ OCR text ➜ AI normalize to JSON ➜ Upsert Buyer (Account) ➜ Create Opportunity ➜ Map Products ➜ Create OLI via Composite API ➜ Archive to OneDrive. --- Node by node (what it does & key setup) 1) Google Drive Trigger Purpose: Fire when a new file appears in a specific Google Drive folder. Key settings: Event: fileCreated Folder ID: google drive folder id Polling: everyMinute Creds: googleDriveOAuth2Api Output: Metadata { id, name, ... } for the new file. --- 2) Download File From Google Purpose: Get the file binary for processing and archiving. Key settings: Operation: download File ID: ={{ $json.id }} Creds: googleDriveOAuth2Api Output: Binary (default key: data) and original metadata. --- 3) Extract from File Purpose: Extract text from PDF (OCR as needed) for AI parsing. Key settings: Operation: pdf OCR: enable for scanned PDFs (in options) Output: JSON with OCR text at {{ $json.text }}. --- 4) Message a model (AI JSON Extractor) Purpose: Convert OCR text into strict normalized JSON array (invoice schema). Key settings: Node: @n8n/n8n-nodes-langchain.openAi Model: gpt-4.1 (or gpt-4.1-mini) Message role: system (the strict prompt; references {{ $json.text }}) jsonOutput: true Creds: openAiApi Output (per item): $.message.content → the parsed JSON (ensure it’s an array). --- 5) Create or update an account (Salesforce) Purpose: Upsert Buyer as Account using an external ID. Key settings: Resource: account Operation: upsert External Id Field: taxid_c External Id Value: ={{ $json.message.content.buyer.tax_id }} Name: ={{ $json.message.content.buyer.name }} Creds: salesforceOAuth2Api Output: Account record (captures Id) for downstream Opportunity. --- 6) Create an opportunity (Salesforce) Purpose: Create Opportunity linked to the Buyer (Account). Key settings: Resource: opportunity Name: ={{ $('Message a model').item.json.message.content.invoice.code }} Close Date: ={{ $('Message a model').item.json.message.content.invoice.issue_date }} Stage: Closed Won Amount: ={{ $('Message a model').item.json.message.content.summary.grand_total }} AccountId: ={{ $json.id }} (from Upsert Account output) Creds: salesforceOAuth2Api Output: Opportunity Id for OLI creation. --- 7) Build SOQL (Code / JS) Purpose: Collect unique product codes from AI JSON and build a SOQL query for PricebookEntry by Pricebook2Id. Key settings: pricebook2Id (hardcoded in script): e.g., 01sxxxxxxxxxxxxxxx Source lines: $('Message a model').first().json.message.content.products Output: { soql, codes } --- 8) Query PricebookEntries (Salesforce) Purpose: Fetch PricebookEntry.Id for each Product2.ProductCode. Key settings: Resource: search Query: ={{ $json.soql }} Creds: salesforceOAuth2Api Output: Items with Id, Product2.ProductCode (used for mapping). --- 9) Code in JavaScript (Build OLI payloads) Purpose: Join lines with PBE results and Opportunity Id ➜ build OpportunityLineItem payloads. Inputs: OpportunityId: ={{ $('Create an opportunity').first().json.id }} Lines: ={{ $('Message a model').first().json.message.content.products }} PBE rows: from previous node items Output: { body: { allOrNone:false, records:[{ OpportunityLineItem... }] } } Notes: Converts discount_total ➜ per-unit if needed (currently commented for standard pricing). Throws on missing PBE mapping or empty lines. --- 10) Create Opportunity Line Items (HTTP Request) Purpose: Bulk create OLIs via Salesforce Composite API. Key settings: Method: POST URL: https://<your-instance>.my.salesforce.com/services/data/v65.0/composite/sobjects Auth: salesforceOAuth2Api (predefined credential) Body (JSON): ={{ $json.body }} Output: Composite API results (per-record statuses). --- 11) Update File to One Drive Purpose: Archive the original PDF in OneDrive. Key settings: Operation: upload File Name: ={{ $json.name }} Parent Folder ID: onedrive folder id Binary Data: true (from the Download node) Creds: microsoftOneDriveOAuth2Api Output: Uploaded file metadata. --- Data flow (wiring) Google Drive Trigger → Download File From Google Download File From Google → Extract from File → Update File to One Drive Extract from File → Message a model Message a model → Create or update an account Create or update an account → Create an opportunity Create an opportunity → Build SOQL Build SOQL → Query PricebookEntries Query PricebookEntries → Code in JavaScript Code in JavaScript → Create Opportunity Line Items --- Quick setup checklist 🔐 Credentials: Connect Google Drive, OneDrive, Salesforce, OpenAI. 📂 IDs: Drive Folder ID (watch) OneDrive Parent Folder ID (archive) Salesforce Pricebook2Id (in the JS SOQL builder) 🧠 AI Prompt: Use the strict system prompt; jsonOutput = true. 🧾 Field mappings: Buyer tax id/name → Account upsert fields Invoice code/date/amount → Opportunity fields Product name must equal your Product2.ProductCode in SF. ✅ Test: Drop a sample PDF → verify: AI returns array JSON only Account/Opportunity created OLI records created PDF archived to OneDrive --- Notes & best practices If PDFs are scans, enable OCR in Extract from File. If AI returns non-JSON, keep “Return only a JSON array” as the last line of the prompt and keep jsonOutput enabled. Consider adding validation on parsing.warnings to gate Salesforce writes. For discounts/taxes in OLI: Standard OLI fields don’t support per-line discount amounts directly; model them in UnitPrice or custom fields. Replace the Composite API URL with your org’s domain or use the Salesforce node’s Bulk Upsert for simplicity.

Le NguyenBy Le Nguyen
942