Solar Revenue Recovery Plan: n8n + Google Sheets + Gemini + WhatsApp

Turn Solar Revenue Stalls into a Daily Recovery Dispatch

The Solar Revenue Recovery Plan workflow automatically generates a morning dispatch plan for overdue solar projects—using n8n, Google Sheets, Google Gemini, and WhatsApp. Every day, it pulls project and payment context from Sheets, asks Gemini to propose revenue-unblocking next steps, applies guardrails to validate the plan, saves it back to Google Sheets, and sends approved customer/technician/office WhatsApp template messages.

What this workflow does

• Runs on a schedule: executes at 7:00 AM Monday through Saturday.
• Reads operational data from Google Sheets: loads Sites, Scheduled_Visits, Utility_Approvals, Technicians, Payment_Milestones, Parts_Required, and Outbound_Log.
• Builds a single context for decisioning: joins data to calculate readiness blockers (utility approval status, parts ETA, customer availability), technician proximity, and blocked/overdue payment totals.
• Generates a structured plan with Gemini: sends the computed context to Google Gemini to produce a plan covering technician visits, office actions, and deferred/cancelled visits—plus outbound message recommendations.
• Validates with deterministic guardrails: removes invalid visits and suppresses outbound messages that violate constraints (utility/parts rules, availability, capacity limits, cooldowns, and payment reminder caps).
• Writes results back to Google Sheets: flattens the validated plan into rows and appends a daily record to the Action_Plan sheet (summary, visit plan, actions, messages, and guardrail notes).
• Sends approved WhatsApp messages: dispatches only messages that pass the guardrail checks.

Use cases

• Automate daily recovery for solar projects with utility approval or parts ETA delays.
• Coordinate technician scheduling and defer/cancel logic when readiness blockers are detected.
• Send controlled WhatsApp payment and visit updates while enforcing reminder caps.

Technical details

• n8n workflow components: set, code, WhatsApp, sticky note, Google Sheets, and the n8nn8n-nodes-langchainagent node.
• AI step: Google Gemini generates the structured dispatch plan from the merged Sheet context.
• Validation step: deterministic guardrails ensure only compliant actions and messages are appended/sent.