Summarize documents for research assistant
Fires the moment a webhook arrives across Google Sheets, Microsoft Teams and Slack, hands the decision to an AI agent with its own tools, then branches on the check before anything is written. Built for research assistant, around a "Stamp & Shape Request" step, in 23 documented nodes.
Summarize documents with PostgreSQL and Microsoft Teams at scale. An original, ready-to-import n8n workflow built around the 'AI Summarize & Route' pattern for AI & automation. It fires on a webhook and orchestrates 23 nodes across Google Sheets, Microsoft Teams, Slack. It uses n8n's LangChain AI nodes (Agent/Chain + chat model). Retry-on-fail is enabled on external calls. Import the JSON, add your credentials, and adapt the parameters. What used to take a morning now runs on its own.
Key benefits
- ✓Keeps Google Sheets and Microsoft Teams in step for research assistant, without anyone re-typing a row
- ✓A failed Google Sheets or Microsoft Teams call is retried rather than dropped, at any of the 23 nodes in this research-assistant build
- ✓Branches rejoin before Google Sheets, so a research-assistant run reports once rather than 23 times
- ✓The research-assistant AI step is isolated from Google Sheets, so models swap without touching the other 23 nodes
- ✓Fans the same result out to Slack in the same run, for research assistant
Use cases
- →Teams keeping Google Sheets and Microsoft Teams aligned by hand for research assistant
- →Research assistant work that needs a judgement call per item before it reaches Google Sheets
- →Pushing research-assistant events into Google Sheets and Microsoft Teams the moment they land, not on the next poll
- →Research assistant work where "Stamp & Shape Request" is still a manual step before Google Sheets
Integrations
Workflow preview (23 nodes)
The template's actual node layout and connections. Node parameters and credential slots unlock with the download.
What's inside (23 nodes)
A look at the node types this workflow uses. No purchase required — full parameters and credentials are yours after you buy.
Agent tools included (3)
An AI Agent is only as capable as the tools wired into it. These are read from the template's own graph — every one is a real node in the file you download.
- Custom Logic Tool · Custom code
- Run Calculations · Calculator
- Think It Through · Scratchpad reasoning
Conversation memory is attached, so the agent carries earlier turns of a session.
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.
- •Routing classified output into separate action branches
- •Rejoining parallel branches with Merge so the run reports once
- •Moving data between Google Sheets, Slack and PostgreSQL in a single run
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 (Google Sheets, Microsoft Teams, Slack, HTTP / REST API, …). 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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