Automated CRM Data Analysis and Reporting Workflow

This n8n workflow is designed to automate the process of analyzing CRM data, generating insights, and sending reports through an API callback. It starts with a manual trigger, allowing users to test or activate the workflow with sample data. The process includes displaying sticky notes for guidance, generating synthetic example data representing call center agent metrics, and analyzing this data using Langchain’s AI nodes for reasoning and chat interactions. The analysis phase involves deep reasoning to interpret the data, producing a detailed report in Markdown format. This report can then be verified for accuracy and completeness by another AI node dedicated to quality assessment. Finally, the workflow sends the report via an HTTP POST request to a specified callback API endpoint, making it practical for operational dashboards, automated report generation, or quality assurance in customer service environments. It is useful for teams seeking to streamline CRM data analysis, improve reporting accuracy, and automate insights dissemination.