n8n Workflow: Deal Stage Trigger & SOW Document Generation

Triggered when a deal reaches a specific stage, this workflow reads all company activity, contacts, emails, meeting recordings, calls, and notes to automatically generate a Statement of Work (SOW) document.

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This sophisticated n8n workflow activates when a deal transitions to a target pipeline stage. It comprehensively reads all associated company data including contact information, email history, meeting recordings, phone call transcripts, and internal notes. Using this aggregated information, the workflow automatically generates a Statement of Work (SOW) document tailored to the deal specifics. The generated SOW is then sent to a designated team member with a company-specific label for final review and delivery, accelerating the deal-to-execution process.

Technologies

n8n
HubSpot API
Document Generation
Data Aggregation
Email Automation
Workflow Automation

n8n Workflow: Deal Stage Trigger & SOW Document Generation