Remind open deals with Outlook
Runs on a schedule across Outlook, Google Sheets and PostgreSQL, pauses on a Wait node until it is time to continue, then branches on the check before anything is written. Built for deal updates, around a "Stamp & Shape Contact" step, in 22 documented nodes.
Remind open deals with PostgreSQL and Outlook for your team. An original, ready-to-import n8n workflow built around the 'Reminders & Follow-ups' pattern for sales & CRM. It runs on a schedule and orchestrates 22 nodes across Outlook, Google Sheets, PostgreSQL. Retry-on-fail is enabled on external calls. Import the JSON, add your credentials, and adapt the parameters. The result is a hands-off process that just works.
Key benefits
- ✓Keeps Outlook and Google Sheets in step for deal updates, without anyone re-typing a row
- ✓Safe to re-run: records already in Outlook or Google Sheets are skipped, across all 22 nodes of this deal-updates build
- ✓A failed Outlook or Google Sheets call is retried rather than dropped, at any of the 22 nodes in this deal-updates build
- ✓The pause before Outlook is durable — a deal-updates run survives a restart
- ✓Every deal-updates run leaves an audit row behind, alongside Outlook
Use cases
- →Teams keeping Outlook and Google Sheets aligned by hand for deal updates
- →Deal updates sequences that run over days and must survive a restart before Outlook
- →Deal updates work where "Stamp & Shape Contact" is still a manual step before Outlook
- →Deal updates work that only reaches Outlook on a schedule, when someone remembers to start it
Integrations
Workflow preview (22 nodes)
The template's actual node layout and connections. Node parameters and credential slots unlock with the download.
What's inside (22 nodes)
A look at the node types this workflow uses. No purchase required — full parameters and credentials are yours after you buy.
From download to running in 3 steps
- 1Import. In n8n, open Workflows → menu → “Import from File” and pick the downloaded JSON.
- 2Connect. Add your own credentials on the app nodes - n8n highlights exactly which ones need them.
- 3Activate. Run it once to test, then toggle Active. The automation is live.
What you'll learn
Production levelProduction-grade: idempotency, dead-letter handling, and reconciliation included.
- •Scheduling time-based follow-ups that survive restarts
- •Computing due dates and windows from timestamps
- •Exiting the sequence when the task is already done
Every node carries its own documentation on the canvas, plus notes explaining why the architecture was built this way, a credential setup guide, troubleshooting, and three practice exercises. Sample data comes pinned to the trigger, so you can hit Execute and watch data flow before connecting a single account.
Common questions
What exactly do I get?
The complete, ready-to-import n8n workflow as a JSON file, delivered instantly after payment. Import it into your own n8n (cloud or self-hosted), add your credentials, and it runs.
How do I import it into n8n?
In n8n, open Workflows, click the three-dot menu, choose “Import from File”, and select the downloaded JSON. Then connect your own app credentials on the highlighted nodes.
Do I need anything else for it to work?
You need your own n8n instance and accounts/credentials for the apps this workflow connects to (Outlook, Google Sheets, PostgreSQL, Slack). No coding is required.
What if it doesn't work for me?
If the file is faulty, won't import, or isn't as described, contact us within 7 days and we'll fix it or refund you - see our refund policy.
Can I modify or resell it?
You can freely adapt and use it in your own or your clients' projects. Reselling or redistributing the template file itself is not permitted.
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