Generate daily Pipedrive deal summaries with GPT-4o-mini

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](https://platform.openai.com/api-keys) 2. Navigate to [OpenAI Billing](https://platform.openai.com/settings/organization/billing/overview) 3. Add funds to your billing account 4. Copy your API key into the OpenAI credentials in n8n

2️⃣ Connect Pipedrive 1. In Pipedrive → Personal preferences → API → copy your API token - URL shortcut: https://{your-company}.pipedrive.com/settings/personal/api 2. In n8n → Credentials → New → Pipedrive API - Company domain: {your-company} (the subdomain in your Pipedrive URL) - API Token: paste the token from step 1 → Save 3. In the Pipedrive nodes, select your Pipedrive credential and (optionally) set filters (e.g., owner, label, created time).

---

🧠 How It Works - Trigger: Workflow runs on manual execution (can be scheduled). - Get many deals: Pulls all deals from your Pipedrive. - Code node: Maps stageid numbers into friendly stage names (Prospecting, Qualified, Proposal Sent, etc.). - Get many notes: Fetches notes attached to each deal. - Combine Notes: Groups notes by deal, concatenates content, and keeps deal titles. - Set Field Names: Normalizes the fields for summarization. - Aggregate for Agent: Collects data into one object. - Turn Objects to Text: Prepares text data for AI. - OpenAI Chat Model + Summarize Agent: Generates a daily natural-language summary of deals and their current stage.

---