{ "workflow": { "id": 11658, "name": "Auto-generate competitive battle cards from websites with Zoho CRM and Gemini AI", "views": 85, "recentViews": 1, "totalViews": 85, "createdAt": "2025-12-10T14:38:36.165Z", "description": "# Zoho CRM → AI‑Generated Competitive Battle Card \n\nThis workflow automatically analyzes competitor websites, which inseted in description field and generates a clean, structured AI‑powered Battle Card for every new Zoho CRM deal. It reads the competitor URL from the deal Description, scrapes the site, runs an AI analysis pipeline and updates the deal with pricing, differentiators, pros/cons and a concise sales battle summary — all fully automated.\n\n\n### Quick Implementation Steps\n\n1. Add Zoho CRM + Gmail OAuth2 + AI API credentials. \n2. Import workflow into n8n. \n3. create a new deal in zoho CRM.\n4. While creating Deal,Add a competitor URL inside the Zoho deal Description. \n5. Activate the workflow. \n6. Wait 5 minutes → Deal updates with AI‑generated Battle Card.\n\n\n## What It Does\nThis workflow removes the manual effort of researching competitors during a sales cycle. Every time a new deal is created, it checks the Description field for a competitor name and website. After validating both, it automatically fetches the competitor webpage and feeds the content into an AI analysis pipeline powered by LangChain.\n\nThe AI transforms the messy, unstructured webpage HTML into a readable, structured and ready‑to‑use Battle Card — including pricing overview, differentiating features, advantages, disadvantages and a compact sales battle summary. This data is pushed directly into the Deal Description and emailed to the sales team. No web research, no copy‑pasting, no manual formatting — the AI does everything.\n\n\n## Who’s It For\n\n- Sales teams wanting fast competitor intelligence. \n- SDR/BDR teams prepping before first calls. \n- Pre‑sales engineers making pitch notes. \n- Founders/Product teams monitoring competitor positioning. \n- Agencies building automation for CRM users. \n\n\n## Requirements\n\n- n8n instance \n- Zoho CRM OAuth2 credentials \n- Gmail OAuth2 credentials \n- AI model provider API key (Gemini / OpenAI / Claude — interchangeable) \n- Deals containing a competitor name + competitor URL [Must Have]\n\n\n## How It Works & Setup\n\n### Step 1 — Cron Trigger \nRuns every 5 minutes → pulls newly created deals and last run time.\n\n### Step 2 — Fetch Deals \nRetrieves deals sorted by Created_Time.\n\n### Step 3 — Identify New Deals \nFilters deals created after the last workflow run.\n\n### Step 4 — Validate Deal Description \nEnsures the Description has: \n- Competitor name \n- Competitor website URL\n\n### Step 5 — Extract Competitor Info \nRegex identifies and extracts the name + first valid URL in the Description.\n\n### Step 6 — Scrape Competitor Website \nHTTP Request downloads the competitor webpage’s HTML.\n\n### Step 7 — AI‑Generated Battle Card Creation \n\nThe AI pipeline (LangChain + your chosen LLM) transforms HTML into a structured JSON output containing: \n- Pricing Summary \n- Key Features \n- Pros \n- Cons \n- Battle Summary \n- Competitor Name\n\n### Step 8 — Update Zoho Deal \nThe script saves the formatted AI Battle Card directly into the Deal Description.\n\n### Step 9 — Notify Sales \nGmail node sends a summary email to the sales team.\n\n\n## How to Customize Nodes\n\n### Change the AI Output \n\nEdit LangChain prompt to: \n- Add SWOT \n- Include pricing tiers \n- Include objections \n- Add competitor positioning \n- Add risk scoring\n\n### Change Where Battle Card Is Stored \n\nModify the Zoho Update node to store data in: \n- Notes \n- Custom fields\n- Attachments \n- Tags \n- Tasks\n\n### Email Customization \nUpdate subject, body, recipients, etc.\n\n### Filtering Logic \nModify filters to: \n- Only process specific deal stages \n- Only process certain pipelines \n- Ignore internal test deals \n\n\n## Add‑Ons (Optional Enhancements)\n\n- Auto‑generate a **PDF Battle Card** and attach it to the deal. \n- Send Battle Cards to **Slack**, **Teams**, or a WhatsApp bot. \n- Store all Battle Cards in **Notion**, **Airtable**, or **Google Sheets**. \n- Add a **competitor scoring system** (price, features, risk level). \n- Build a **weekly digest** of all competitors analyzed. \n\n\n## Use Case Examples\n\n1. **Instant competitor breakdown** when a new lead or deal is created. \n2. **Rapid sales call preparation** with AI summarizing the competition. \n3. **Automated enrichment** of CRM records with meaningful intelligence. \n4. **Internal competitive intelligence dashboards** fed by AI outputs. \n5. **Pitch deck automation** where Battle Cards update slides automatically.\n\nThere are many more possible use cases depending on your CRM setup and AI strategy.\n\n\n## Troubleshooting Guide\n\n| Issue | Possible Cause | Solution |\n|-------|----------------|----------|\n| No Battle Card generated | No URL found in Description | Add valid http/https competitor URL |\n| Deal skipped | Time filtering excluded it | Adjust lookback window in code |\n| AI output incomplete | HTML unreadable or blocked | Try different competitor URL |\n| Zoho update fails | OAuth scope missing | Reconnect Zoho with full CRM access |\n| Email not sent | Gmail OAuth expired | Reconnect Gmail |\n| AI output wrong format | Prompt mismatched | Update output schema and prompt |\n\n\n## Need Help?\nIf you need help customizing prompts, enhancing automations or building full‑scale AI workflows, then our [n8n automation developers](https://www.weblineindia.com/hire-n8n-developers/) at WeblineIndia can support:\n\n- AI automations \n- LangChain pipelines \n- CRM integrations \n- n8n workflow development \n- Competitive intelligence tooling \n- And so much more.", "workflow": { "id": "8m9gPPRDbo6ajqxy", "meta": { "instanceId": "14e4c77104722ab186539dfea5182e419aecc83d85963fe13f6de862c875ebfa", "templateCredsSetupCompleted": true }, "name": "Zoho - CRM - COMPETITIVE BATTLE CARD GENERATOR", "tags": [], "nodes": [ { "id": "676e471f-860d-4ab3-8d2c-a71008a3aa69", "name": "Cron (every 5 min)", "type": "n8n-nodes-base.cron", "position": [ -2720, -48 ], "parameters": { "triggerTimes": { "item": [ { "mode": "everyX", "unit": "minutes", "value": 5 } ] } }, "typeVersion": 1 }, { "id": "165e0939-bddc-4f44-a7c0-18795859741c", "name": "Merge", "type": "n8n-nodes-base.merge", "position": [ -2048, -64 ], "parameters": { "mode": "combine", "options": {}, "combineBy": "combineByPosition" }, "typeVersion": 3.2, "alwaysOutputData": true }, { "id": "142afbab-800e-426b-ba6f-2fbebb8c7155", "name": "Filter New Deals", "type": "n8n-nodes-base.code", "position": [ -1808, -64 ], "parameters": { "jsCode": "// --- Modern n8n Code node version (no `items` implicit var) ---\nconst inputItems = $input.all(); // get all merged inputs\n\n// Find record containing lastCheck\nconst lastCheckItem = inputItems.find(i => i.json.lastCheck);\nconst lastCheckStr = lastCheckItem ? lastCheckItem.json.lastCheck : null;\nif (!lastCheckStr) {\n return [{ json: { newDeals: [] } }];\n}\n\n// Convert to UTC (10-minute safety buffer)\nconst lastCheckUTC = Date.parse(lastCheckStr) - 10 * 60 * 1000;\n\n// Collect all deals from input\nconst deals = inputItems\n .map(i => i.json)\n .filter(i => i.Created_Time);\n\n// Filter only new ones\nconst newDeals = deals.filter(d => {\n const createdUTC = Date.parse(d.Created_Time);\n return !isNaN(createdUTC) && createdUTC > lastCheckUTC;\n});\n\n// Return result in new n8n format\nreturn [{ json: { newDeals } }];\n" }, "typeVersion": 2 }, { "id": "364392d2-621a-48f4-adba-2714aa39d7fd", "name": "Split the deals", "type": "n8n-nodes-base.splitOut", "position": [ -1584, -64 ], "parameters": { "include": "allOtherFields", "options": {}, "fieldToSplitOut": "newDeals" }, "typeVersion": 1 }, { "id": "5bc891e3-aa80-4aab-8e32-cd3ee430f8e0", "name": "parse competitor info", "type": "n8n-nodes-base.code", "position": [ -1088, -176 ], "parameters": { "mode": "runOnceForEachItem", "jsCode": "// Extract competitor name and first URL from Description\nconst desc = $json.newDeals.Description || '';\n\nconst urlMatch = desc.match(/https?:\\/\\/[^\\s]+/);\nconst nameMatch = desc.match(/^([\\w\\s\\-\\&]+)/);\n\nreturn {\n json: {\n ...$json,\n competitorName: nameMatch ? nameMatch[1].trim() : '',\n competitorUrl: urlMatch ? urlMatch[0] : ''\n }\n};" }, "typeVersion": 2 }, { "id": "c0d322a3-451c-4557-84ab-0d6de9fe63a2", "name": "HTTP Request", "type": "n8n-nodes-base.httpRequest", "position": [ -816, -176 ], "parameters": { "url": "={{ $json.competitorUrl }}", "options": { "response": { "response": { "responseFormat": "text" } } } }, "typeVersion": 4.3 }, { "id": "e04c5748-f8d4-4152-9f0a-4bc11d96244e", "name": "Google Gemini Chat Model", "type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini", "position": [ -592, 48 ], "parameters": { "options": {} }, "credentials": { "googlePalmApi": { "id": "", "name": "" } }, "typeVersion": 1 }, { "id": "75eea03d-0cac-4946-b114-8ecbe2d5780f", "name": "Structured Output Parser", "type": "@n8n/n8n-nodes-langchain.outputParserStructured", "position": [ -304, 48 ], "parameters": { "jsonSchemaExample": "{\n \"competitor\": \"HubSpot\",\n \"pricing_summary\": \"HubSpot offers Free, Starter, Professional, and Enterprise tiers.\",\n \"key_features\": [\"CRM\", \"Automation\", \"Sales Dashboard\"],\n \"pros\": [\"User-friendly\", \"Free tier available\", \"Strong integrations\"],\n \"cons\": [\"Expensive enterprise plans\", \"Complex setup\", \"Limited customization\"],\n \"battle_summary\": \"HubSpot dominates SMB CRM with usability; compete on flexibility and pricing.\"\n}\n" }, "typeVersion": 1.3 }, { "id": "c0861f1a-46a3-435f-8500-1761d7241ca0", "name": "Share Battle Card in description", "type": "n8n-nodes-base.zohoCrm", "position": [ 16, -176 ], "parameters": { "dealId": "={{ $('parse competitor info').item.json.newDeals.id }}", "resource": "deal", "operation": "update", "updateFields": { "Description": "=Competitor name : {{ $json.output.competitor }}\n\nBattle Card – {{ $json.output.competitor }}\n\n\n**Pricing Overview:**\n{{ $json.output.pricing_summary }}\n\n**Top Differentiating Features:** \n{{ $json.output.key_features[0] }}\n{{ $json.output.key_features[1] }}\n{{ $json.output.key_features[2] }}\n\n**Pros (Sales Perspective):** \n{{ $json.output.pros[0] }}\n{{ $json.output.pros[1] }}\n{{ $json.output.pros[2] }}\n\n**Cons (Sales Perspective):** \n{{ $json.output.cons[0] }}\n{{ $json.output.cons[1] }}\n{{ $json.output.cons[2] }}\n\n**Battle Summary:** \n{{ $json.output.battle_summary }}\n" } }, "credentials": { "zohoOAuth2Api": { "id": "", "name": "" } }, "typeVersion": 1 }, { "id": "87f6055a-e8f6-4de9-aad6-cb6abb212092", "name": "Notify Sales via Gmail", "type": "n8n-nodes-base.gmail", "position": [ 256, -176 ], "webhookId": "9312ec77-e6dc-4328-981f-1f8d382f89f0", "parameters": { "sendTo": "", "message": "=Hi Team,\n\nA new AI-generated Battle Card has been created for the deal: {{$('Get many deals').item.json.Deal_Name || \"Unknown Deal\" }}\n\nCompetitor: {{ $('Basic LLM Chain').item.json.output.competitor }}\n\nPricing Summary: {{ $('Basic LLM Chain').item.json.output.pricing_summary }}\n\nKey Features: {{ $('Basic LLM Chain').item.json.output.key_features }}\n\nBattle Summary:{{ $('Basic LLM Chain').item.json.output.battle_summary }}\n\n\nYou can view this deal directly in Zoho CRM for more details.\n\n- Automated Competitive Intelligence System\n", "options": {}, "subject": "=New Battle Card Generated – {{ $('Basic LLM Chain').item.json.output.competitor_name || \"Competitor\" }}", "emailType": "text" }, "credentials": { "gmailOAuth2": { "id": "", "name": "" } }, "typeVersion": 2.1 }, { "id": "47537140-29d0-4cf9-92e2-460915aa4484", "name": "Get many deals", "type": "n8n-nodes-base.zohoCrm", "position": [ -2368, -176 ], "parameters": { "options": { "sort_by": "Created_Time", "sort_order": "desc" }, "resource": "deal", "operation": "getAll", "returnAll": true }, "credentials": { "zohoOAuth2Api": { "id": "", "name": "" } }, "typeVersion": 1 }, { "id": "d57f14c4-c31b-4c31-beb5-61b793b22633", "name": "Get Last Check (Code Node)", "type": "n8n-nodes-base.code", "position": [ -2368, 32 ], "parameters": { "jsCode": "// Compute timestamp 10 minutes back (same as trigger interval)\nconst nowUtc = new Date();\nconst lookbackMinutes = 10;\nconst lastCheckUtc = new Date(nowUtc.getTime() - lookbackMinutes * 60 * 1000);\n\nfunction pad(n){ return String(n).padStart(2,'0'); }\nfunction formatOffset(date){\n return `${date.getFullYear()}-${pad(date.getMonth()+1)}-${pad(date.getDate())}T${pad(date.getHours())}:${pad(date.getMinutes())}:${pad(date.getSeconds())}+05:30`;\n}\n\nreturn { json: { lastCheck: formatOffset(lastCheckUtc) } };\n" }, "typeVersion": 2 }, { "id": "ec5e52ea-cd22-4ec8-bdaa-4fc40ba5b7d1", "name": "IF Description Present", "type": "n8n-nodes-base.if", "position": [ -1376, -64 ], "parameters": { "options": {}, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "6b1e07cd-8aeb-43a8-aaf4-e27cc1a695f8", "operator": { "type": "string", "operation": "notEmpty", "singleValue": true }, "leftValue": "={{ $json.newDeals.Description }}", "rightValue": "" } ] } }, "typeVersion": 2.2 }, { "id": "4b4d1d47-6010-41e2-9be7-f39f77ffdffe", "name": "Basic LLM Chain", "type": "@n8n/n8n-nodes-langchain.chainLlm", "position": [ -512, -176 ], "parameters": { "text": "=You are a sales intelligence assistant.\nAnalyze the HTML content below (from {{ $('parse competitor info').item.json.competitorName || 'the competitor website' }}) \nand extract key sales insights.\n\nProvide:\n1. Competitor name\n2. Key product tiers and pricing\n3. Top 3 differentiating features\n4. 3 pros and 3 cons from a sales perspective\n5. A 3-line battle summary to help our sales team position against them.\n\nHTML content:\n{{ $json.data }}\n", "batching": {}, "promptType": "define", "hasOutputParser": true }, "typeVersion": 1.7 }, { "id": "396e6b00-1a57-4b60-a5d3-2beee93e882b", "name": "Sticky Note12", "type": "n8n-nodes-base.stickyNote", "position": [ -3472, -816 ], "parameters": { "width": 640, "height": 560, "content": "## Workflow Overview\n**How it Wokrs**\n This workflow checks Zoho CRM every 5 minutes, fetches newly created deals, and extracts competitor information from each deal’s Description field. It then scrapes the competitor website, sends the HTML to Gemini for analysis, and converts the response into a structured “Battle Card” (pricing, features, pros, cons, and a short sales positioning summary). The generated insights are written back into the Zoho deal Description to give your sales team immediate competitive intelligence. Finally, a summary email is sent to the team notifying them that a new Battle Card has been created.\n\n**Setup steps**\n\nAdd Zoho OAuth2 credentials.\n\nAdd Gmail OAuth2 credentials.\n\nAdd Gemini/Palm API credentials.\n\nCreate a Deal in zoho CRM with competitor details added in description+\n\nEnsure deal Description contains a competitor name + valid URL.\n\nEnsure “Created_Time” is present in Zoho data.\n\nReview the regex extraction logic inside parse competitor info.\n\nTest with a new deal containing a real competitor URL." }, "typeVersion": 1 }, { "id": "9d0a24f8-0839-43bd-97e5-8755c5f5f997", "name": "Sticky Note13", "type": "n8n-nodes-base.stickyNote", "position": [ -2752, -272 ], "parameters": { "color": 7, "width": 848, "height": 464, "content": "## Deal Fetching & Timestamp\nFetches all deals and the last run timestamp, then combines them so the workflow can identify newly created records only." }, "typeVersion": 1 }, { "id": "d1f23ca0-f8d5-4739-aa09-b1ec98ddf133", "name": "Sticky Note14", "type": "n8n-nodes-base.stickyNote", "position": [ -1888, -272 ], "parameters": { "color": 7, "width": 448, "height": 368, "content": "## New Deal Filtering\nFilters deals created after the previous run and splits them into individual items for further processing." }, "typeVersion": 1 }, { "id": "3c792712-aa4d-4bf9-8235-394f6d40938f", "name": "Sticky Note15", "type": "n8n-nodes-base.stickyNote", "position": [ -1424, -272 ], "parameters": { "color": 7, "width": 256, "height": 368, "content": "## Eligibility Check\nOnly continues for deals that have description and contain potential competitor reference in that." }, "typeVersion": 1 }, { "id": "1947b8b5-c522-47ea-b0a4-9dfa09a1fbfa", "name": "Sticky Note16", "type": "n8n-nodes-base.stickyNote", "position": [ -1152, -336 ], "parameters": { "color": 7, "height": 320, "content": "## Competitor Extraction\nOnly continues for deals that have description and contain potential competitor reference in that." }, "typeVersion": 1 }, { "id": "ef52d62c-fd3b-42d8-a3c1-b0db5fcd0009", "name": "Sticky Note17", "type": "n8n-nodes-base.stickyNote", "position": [ -896, -336 ], "parameters": { "color": 7, "height": 320, "content": "## Website Scraping\nFetch competitor website for AI analysis" }, "typeVersion": 1 }, { "id": "700cf57c-334e-4520-a556-4d564fad38f1", "name": "Sticky Note18", "type": "n8n-nodes-base.stickyNote", "position": [ -640, -320 ], "parameters": { "color": 7, "width": 480, "height": 544, "content": "## AI battle Card Generation\nAnalyzes the HTML and generates a structured Battle Card (pricing/features/pros/cons/summary)." }, "typeVersion": 1 }, { "id": "1471f1bd-4563-4d6d-bb73-518b0f8874f7", "name": "Sticky Note19", "type": "n8n-nodes-base.stickyNote", "position": [ -64, -336 ], "parameters": { "color": 7, "width": 480, "height": 544, "content": "## Generated Card sent back in desc and email\nUpdates the original Zoho deal’s Description with the generated cared intelligence.Sends a summary email containing competitor highlights and the battle summary." }, "typeVersion": 1 } ], "active": false, "pinData": {}, "settings": { "executionOrder": "v1" }, "versionId": "c6e16319-f199-4225-93a8-9d740010fd11", "connections": { "Merge": { "main": [ [ { "node": "Filter New Deals", "type": "main", "index": 0 } ] ] }, "HTTP Request": { "main": [ [ { "node": "Basic LLM Chain", "type": "main", "index": 0 } ] ] }, "Get many deals": { "main": [ [ { "node": "Merge", "type": "main", "index": 0 } ] ] }, "Basic LLM Chain": { "main": [ [ { "node": "Share Battle Card in description", "type": "main", "index": 0 } ] ] }, "Split the deals": { "main": [ [ { "node": "IF Description Present", "type": "main", "index": 0 } ] ] }, "Filter New Deals": { "main": [ [ { "node": "Split the deals", "type": "main", "index": 0 } ] ] }, "Cron (every 5 min)": { "main": [ [ { "node": "Get Last Check (Code Node)", "type": "main", "index": 0 }, { "node": "Get many deals", "type": "main", "index": 0 } ] ] }, "parse competitor info": { "main": [ [ { "node": "HTTP Request", "type": "main", "index": 0 } ] ] }, "IF Description Present": { "main": [ [ { "node": "parse competitor info", "type": "main", "index": 0 } ] ] }, "Google Gemini Chat Model": { "ai_languageModel": [ [ { "node": "Basic LLM Chain", "type": "ai_languageModel", "index": 0 } ] ] }, "Structured Output Parser": { "ai_outputParser": [ [ { "node": "Basic LLM Chain", "type": "ai_outputParser", "index": 0 } ] ] }, "Get Last Check (Code Node)": { "main": [ [ { "node": "Merge", "type": "main", "index": 1 } ] ] }, "Share Battle Card in description": { "main": [ [ { "node": "Notify Sales via Gmail", "type": "main", "index": 0 } ] ] } } }, "lastUpdatedBy": 1, "workflowInfo": { "nodeCount": 22, "nodeTypes": { "n8n-nodes-base.if": { "count": 1 }, "n8n-nodes-base.code": { "count": 3 }, "n8n-nodes-base.cron": { "count": 1 }, "n8n-nodes-base.gmail": { "count": 1 }, "n8n-nodes-base.merge": { "count": 1 }, "n8n-nodes-base.zohoCrm": { "count": 2 }, "n8n-nodes-base.splitOut": { "count": 1 }, "n8n-nodes-base.stickyNote": { "count": 8 }, "n8n-nodes-base.httpRequest": { "count": 1 }, "@n8n/n8n-nodes-langchain.chainLlm": { "count": 1 }, "@n8n/n8n-nodes-langchain.lmChatGoogleGemini": { "count": 1 }, "@n8n/n8n-nodes-langchain.outputParserStructured": { "count": 1 } } }, "status": "published", "user": { "name": "WeblineIndia", "username": "weblineindia", "bio": "A Leading Software Engineering, Consulting & Outsourcing Services Company in USA & India serving Clients Globally since 1999.", "verified": true, "links": [ "https://www.weblineindia.com/" ], "avatar": "https://gravatar.com/avatar/a229d43aefca4588581583c58bb37b4773aebbdf4c1fef86a08bb1d38eae91fa?r=pg&d=retro&size=200" }, "nodes": [ { "id": 7, "icon": "fa:clock", "name": "n8n-nodes-base.cron", "codex": { "data": { "alias": [ "Time", "Scheduler", "Polling", "Cron", "Interval" ], "details": "The Cron node uses Cron under the hood - a time-based job scheduler in Unix-like computer operating systems. Use this node when you want to trigger workflows periodically, especially in more complex scenarios like \"every Tuesday at 9 am\" or \"Weekdays\".", "resources": { "generic": [ { "url": "https://n8n.io/blog/2021-goals-level-up-your-vocabulary-with-vonage-and-n8n/", "icon": "🎯", "label": "2021 Goals: Level Up Your Vocabulary With Vonage and n8n" }, { "url": "https://n8n.io/blog/love-at-first-sight-ricardos-n8n-journey/", "icon": "❤️", "label": "Love at first sight: Ricardo’s n8n journey" }, { "url": "https://n8n.io/blog/2021-the-year-to-automate-the-new-you-with-n8n/", "icon": "☀️", "label": "2021: The Year to Automate the New You with n8n" }, { "url": "https://n8n.io/blog/why-business-process-automation-with-n8n-can-change-your-daily-life/", "icon": "🧬", "label": "Why business process automation with n8n can change your daily life" }, { "url": "https://n8n.io/blog/why-i-chose-n8n-over-zapier-in-2020/", "icon": "😍", "label": "Why I chose n8n over Zapier in 2020" }, { "url": 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