n8n Weekly Open Quotes Digest: Gmail Email + Google Sheets
n8n Weekly Open Quotes Digest: Gmail Email + Google Sheets
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n8n Weekly Open Quotes Digest: Gmail Email + Google Sheets
Regular price
£55.99
Regular price
£55.99
Sale price
Unit price
/
per
Get a weekly “open quotes” nudge—automatically—straight from Google Sheets to Gmail
This n8n workflow runs every Monday morning to scan your Google Sheets for quotes still marked open, groups them by how long they’ve gone unanswered, and emails you a clean HTML digest via Gmail. It also logs a weekly snapshot back to Google Sheets so you don’t get duplicate sends.
What this workflow does
- Runs on a schedule: executes every Monday at 8:00 AM based on your workflow timezone.
- Reads your data from Google Sheets: pulls quote rows from your quotes worksheet and checks an existing log worksheet for weekly digest history.
- Filters & prioritizes: selects only quotes with status = open, calculates days since sent_date, sorts by quote amount, and buckets results into categories like fresh, needs a nudge, or going cold.
- Prevents duplicates: verifies whether a digest for the current week_start date was already sent; if so, it stops.
- Sends your digest: emails an HTML digest to your configured recipient using Gmail. Nothing is sent to customers.
- Updates the weekly log: appends/updates a snapshot row in the log worksheet (including week_start, counts, value at risk, and sent time).
Use cases
- Sales or ops teams who track quotes in Google Sheets want a weekly reminder of which deals need attention first.
- SaaS operators monitoring pipeline health can quantify “value at risk” and reduce stale opportunities.
- n8n users building lightweight CRM-style workflows without a full CRM integration.
Technical details
- Scheduler: runs every Monday at 8:00 AM.
- Google Sheets nodes: read from the quotes worksheet and the weekly digest log worksheet.
- Logic: uses if, set, and code to filter open quotes, compute age, bucket results, and enforce “send once per week.”
- Email: gmail node sends the HTML digest to yourEmail (configured in settings).
- Other: includes a sticky note for setup guidance.
Setup (quick checklist)
Connect Google Sheets for both the quotes sheet and the digest log sheet, then connect Gmail and set the recipient email (yourEmail). After selecting the log sheet in the last Google Sheets node, re-open it and restore Map Automatically so week_start matching behaves correctly.
