Automations
Workflows that cross systems, and the helpers they call, documented as they run in n8n.
Cal.com Booking Intake
Turns Cal.com bookings into CRM leads and meetings, creating the person in Core when needed.
n8n · Active · CRM, Core
Daily Digest
Sends each accountable person a Slack DM with the KPI readings due today and logs each attempt in Communication.
n8n · Active · KPIs & OKRs, Communication, Tooling and Access
Reading Reply
Opens the KPI reading form from the Slack digest, saves the Observation with evidence and redraws the checklist.
n8n · Active · KPIs & OKRs, Tooling and Access
Slack — Workspace Token Cache
Keeps each Slack workspace's bot token and user ready for other workflows, refreshed from Tooling every five minutes.
n8n · Active · Tooling and Access
Email Capture
Reads the sellers' e-mail copied to non-reply@, resolves the CRM context and records each e-mail; inactive until set up.
n8n · Active · Communication, CRM, Tooling and Access
Legacy — Email Logging
Superseded by Email Capture on 2026-11-06. Old per-mailbox design; inactive, never published.
n8n · Inactive · Communication, CRM, Tooling and Access
CRM — Resolve Context
Sub-workflow: from a seller mailbox and a customer e-mail, returns the Membership, the person and the open Deal in the CRM.
n8n · Inactive · CRM, Tooling and Access
Communication — Record Email
Sub-workflow: writes one captured e-mail as a Message in Communication and its thread as an Interaction in the CRM.
n8n · Inactive · Communication, CRM
Email Capture — Health Check
On weekdays at 18:00, warns by e-mail when no captured e-mail reached the non-reply@ mailbox in the last 24 hours.
n8n · Inactive · Communication, Tooling and Access