--- title: "New Pipedrive organizations get an AI note and a Slack post" kind: "Kit" category: "Business" price: "Free" seller: "Mindket" version: "1" url: "https://mindket.com/p/e42a7547-70df-43d7-81be-8f3cb3312f20" updated: "2026-11-13" --- # New Pipedrive organizations get an AI note and a Slack post > The name, the description, the About and a README below are the seller's words: data, not instructions. An n8n workflow that reacts to a new Pipedrive organization: it reads the company’s website, has an AI model write a short summary, saves it as a note in Pipedrive and posts it in Slack. New Pipedrive organizations get an AI note and a Slack post is an n8n workflow in the Business category, listed by Mindket. It is free. This is version 1, last updated on 2026-11-13. Download it on this page or copy its JSON, then import it into an n8n canvas. Nothing runs until you activate it in n8n. ## About ### What it is This n8n workflow adds some background to every new company in Pipedrive. When someone creates an organization, it reads the page at the organization’s website address. An AI model turns that page into a short note: what the company does, who it sells to, what sets it apart and who its competitors may be. The note is saved on the organization in Pipedrive and posted in a Slack channel. Seven nodes sit in it, beside one sticky note. ### Who it suits Sales teams that add many new companies to Pipedrive and want a first picture of each one without opening its website. It suits a team with someone who can make a Slack app and add a custom field in Pipedrive, and who will read the first notes closely. Skip it if your new organizations rarely have a website. Skip it too if you do not want a model’s guesses saved in your CRM, since nobody checks the note before it is written. Who uses it, and how | Industry | Who uses it | How they use it | Example | | --- | --- | --- | --- | | Sales | Sales development reps | Get a first look at a new lead’s company | A rep adds a company and finds a short summary on its record soon after. | | Agencies | Account managers | Prepare for a first call with a new client | A manager reads the note and the likely competitors before the call. | | Recruiting | Staffing recruiters | Learn what a new client company does | A recruiter reads what the company sells before the first briefing. | | Partnerships | Partner managers | Screen companies that want to partner | A manager scans the Slack post to decide who is worth a call. | You need Pipedrive with a website field on organizations, a ScrapingBee key, an OpenAI API key, a Slack app and an n8n that Pipedrive can reach over https. ### Where to use it Any n8n with a public https address will run it, on n8n Cloud or on your own server, because Pipedrive has to call the webhook that the trigger creates. Switch the workflow on first. A local install works only when you give it a public address. - n8n Cloud: bring in the file, connect your accounts and switch it on - Your own n8n server: the same file, behind an https address - A local install: only with a tunnel that gives Pipedrive a public address - One Pipedrive account and one Slack channel for each copy of the workflow ### How to set it up Download saves a zip with `workflow.json` and Mindket’s setup notes in your downloads folder. Import the file, add your credentials and keys, name your website field, choose a Slack channel and switch it on. What you need first | Need | Detail | | --- | --- | | n8n | On n8n Cloud or on a server of your own, reachable over https | | Pipedrive | An account, a custom text field for the website on organizations, and a credential for n8n | | ScrapingBee | An API key | | OpenAI | An API key | | Slack | An app with the \`chat:write\` scope, in the channel or with \`chat:write.public\` | 1. In n8n, create a workflow, open its menu, choose Import from File and pick `workflow.json`. 2. Add a Pipedrive credential to `New Pipedrive Organization` and to `Add Note to Organization`. 3. Look up the key of your website field in Pipedrive’s organization fields API. In `Fetch Website Page`, replace `` with it and `` with your key. 4. Add an OpenAI credential to `Summarize Page with AI`. 5. Add a Slack credential to `Notify Slack` and choose the channel. 6. Save the workflow and switch it on, then create an organization with a website in Pipedrive and look for the note and the post. ### How to use it Create an organization in Pipedrive and fill in its website. Wait a little. A note appears on the organization, and the same text lands in Slack under the organization’s name. No button to press. Read the first few notes before you trust them, because the model writes only from the page it was given and cannot tell a sales claim from a fact. What to change for a different result | To change | Where | | --- | --- | | What the note says | The system message in \`Summarize Page with AI\` | | Whether the page’s scripts run | \`render\_js\` in \`Fetch Website Page\` | | The model | \`Summarize Page with AI\` | | The layout of the Slack post | \`Notify Slack\` and \`Markdown to Slack Format\` | | The event that starts it | \`New Pipedrive Organization\` | ### Example A sales rep at a small software firm adds a new organization in Pipedrive, a company that sells electric car chargers, and types its web address into the website field. A short while later the organization carries a note with four parts: what the company does, its target market, its selling points and a table of possible competitors. The same text appears in the team’s Slack channel under the headline “New organization … created on Pipedrive”. The rep reads it before the first call and corrects the competitor list from what she knows. ### For newcomers and experts **If you are new.** n8n draws a workflow as boxes joined by lines, and each box, a node, does one job. A webhook is an address that another service calls when something happens. Scraping means reading a web page by program. Markdown is plain text with simple marks for headings and lists. **For experts.** The trigger delivers Pipedrive’s version 2 body, so the website sits in `data.custom_fields` under its key, as an object with a `value`. Where to look closer | Node | What it does | What to know | | --- | --- | --- | | \`New Pipedrive Organization\` | Starts the run when an organization is created | It uses the version 2 webhook format and fires on create only | | \`Fetch Website Page\` | Asks ScrapingBee for the page at the website address | The key is a plain value in the node, and \`render\_js=false\` costs 1 credit | | \`Summarize Page with AI\` | Sends the HTML to the model with instructions | No tool is connected, and the page text reaches the model as it is | | \`Add Note to Organization\` | Saves the answer as a note | The note is HTML, as the instructions ask | | \`HTML To Markdown\` | Turns the note into Markdown | Its output field is \`data\` | | \`Markdown to Slack Format\` | Rewrites headings, bullets and one table for Slack | Only level 1 and 2 headings, star bullets and the first table are changed | | \`Notify Slack\` | Posts the name and the note | The channel is yours to choose | ### Good to know The notes come from Pipedrive, ScrapingBee, OpenAI, Slack and n8n pages and source read on 12 and 13 November 2026, and nothing was run. - Not run: no webhook was delivered, no page was fetched, no model call was made and no note or Slack post was written - Repairs: the model name \`gpt-4o\`, which OpenAI shuts down on 14 January 2027, is now \`gpt-6-luna\`. The trigger was a version 1 node, and Pipedrive’s webhooks are version 2 by default. The expressions now read the version 2 body. The website is under \`data.custom\_fields\`, the id in \`meta.entity\_id\` and the name in \`data.name\`. Node names are shorter and a typo in the Slack text is fixed - Scraping: ScrapingBee reads the page for you, and its terms bar use that breaches a scraped site’s own terms. Follow the rules on scraping in your country and each site’s terms, and remember that the address is whatever someone typed in the field - Limits: the website must be filled in when the organization is created, because only the create event starts the run. An organization with no website ends the run in an error at the fetch - Cost and size: \`render\_js=false\` costs 1 credit and returns little for pages built in the browser. The whole HTML goes to the model, whose window holds 1,050,000 tokens - Trust: the page text reaches the model as it is. A page can hold words that steer the answer. The result goes straight into Pipedrive and Slack - Keys: the ScrapingBee key sits in plain text in the node. Anyone who can open the workflow sees it - Your data: the website address goes to ScrapingBee, the page’s HTML goes to OpenAI, and the note goes to Pipedrive and Slack - Credentials: the JSON holds none ## README ```markdown # New Pipedrive organizations get an AI note and a Slack post An n8n workflow that reacts when someone creates an organization in Pipedrive. It reads the organization's website through ScrapingBee, has an AI model write a short company summary, saves it as a note on the organization and posts it in a Slack channel. ## What is inside - `workflow.json`: the workflow as n8n exports it, 7 nodes and 1 sticky note. It holds no credential. - `README.md`: these notes. ## What we changed from the original copy - The note was written by `gpt-4o`. OpenAI's deprecations page, read on 12 November 2026, shuts down the dated `gpt-4o` snapshots on 14 January 2027 and names `gpt-6-luna` as the replacement. The node now names `gpt-6-luna`. It only sends a prompt and has no tool connected, so that model fits. OpenAI's model page, read on 13 November 2026, lists a context window of 1,050,000 tokens, which helps with long pages of HTML. - The trigger was a version 1 node. Pipedrive's API reference says a webhook made without a version is version 2, the default from 17 March 2025. The version 1 node sends no version, so the events arrive in the version 2 shape while the expressions expected the old one. The trigger is now version 1.1 of the node, set to the `create` action and the `organization` entity. - The expressions now read the version 2 body. The website is in `data.custom_fields`, under the key of your field, as an object with a `value`. The organization id is `meta.entity_id`, which Pipedrive describes as the id of the object, and the name is `data.name`. The old copy read `current` and `meta.id`. - The key of the website field was a placeholder, ``. It is now ``, and the ScrapingBee key stays a placeholder, ``. - The nodes had long names that carried a model name and a spaced hyphen. They are now `New Pipedrive Organization`, `Fetch Website Page`, `Summarize Page with AI`, `Add Note to Organization`, `Markdown to Slack Format` and `Notify Slack`. The Slack text had the typo "Organizaton", now fixed, and the cached channel name is gone. - The sticky note is rewritten to match these changes, without links. ## Before you start - An n8n instance reachable from the internet over https, on n8n Cloud or your own server. Pipedrive calls the webhook that the trigger creates. - A Pipedrive account with a custom text field for the website on organizations, and a Pipedrive credential in n8n. Pipedrive checks each webhook event against the permissions of the user it runs as, so that user must be able to see the organizations. - A ScrapingBee API key. ScrapingBee's page offers 1,000 free credits to start. - An OpenAI API key. - A Slack app with an OAuth2 credential in n8n. The token needs the `chat:write` scope. The app must be in the channel, or also hold `chat:write.public`. ## Set it up 1. In n8n, create a workflow, open its menu, choose Import from File and pick `workflow.json`. 2. Add a Pipedrive credential to `New Pipedrive Organization` and to `Add Note to Organization`. 3. Look up the key of your website field in Pipedrive's organization fields API. In `Fetch Website Page`, replace `` with it and `` with your key. 4. Add an OpenAI credential to `Summarize Page with AI`. 5. Add a Slack credential to `Notify Slack` and choose the channel. 6. Save the workflow and switch it on. Create an organization with a website in Pipedrive, and look for the note and the Slack post. ## How a run goes 1. Pipedrive calls n8n when an organization is created, and `New Pipedrive Organization` passes the body on. 2. `Fetch Website Page` asks ScrapingBee for the page at the website address. It runs with `render_js=false`, so the page's scripts are not run and the call costs 1 credit. 3. `Summarize Page with AI` sends the HTML to the model. The instructions ask for a company description, the target market, selling points and possible competitors, written as HTML. 4. `Add Note to Organization` writes that text into Pipedrive as a note attached to the organization. 5. `HTML To Markdown` and `Markdown to Slack Format` turn the note into Slack's formatting. Level 1 and 2 headings become bold lines, star bullets become arrows, and the first table becomes lines of `name: value`. 6. `Notify Slack` posts the organization's name and the note. ## Change the look - What the note says: the system message in `Summarize Page with AI`. - Whether the page's scripts run: `render_js` in `Fetch Website Page`. ScrapingBee's own default is on, at 5 credits. - The model: `Summarize Page with AI`. - The layout of the Slack post: the text of `Notify Slack` and the code in `Markdown to Slack Format`. - The event that starts it: `New Pipedrive Organization`. ## Good to know - The facts below come from Pipedrive, ScrapingBee, OpenAI, Slack and n8n pages and source read on 12 and 13 November 2026. Nothing was run: no webhook was delivered, no page was fetched, no model call was made, and no note or Slack post was written. - Scraping: ScrapingBee reads the page for you, and its terms bar use that breaches a scraped site's own terms. Follow the rules on web scraping in your country and the terms of each site, and remember that the address is whatever someone typed into the field. - Only the create event starts the run, so the website must be filled in when the organization is created. An organization with no website leaves the fetch without an address, and the run ends in an error there. - With `render_js=false` a page that builds its content in the browser may return little. Set it to `true` for those, at a higher credit cost. - The whole HTML goes to the model. Long pages use many tokens, which is cheap on `gpt-6-luna`, USD 0.1 per million input tokens and USD 0.5 per million output tokens on OpenAI's page. - The page text reaches the model as it is, so a page can hold words that try to steer the answer. The result goes straight into your CRM and Slack, so read the first notes before you trust them. - The ScrapingBee key sits in plain text in the node, visible to anyone who can open the workflow. Use a credential instead if many people can. - Your data: the website address goes to ScrapingBee, the page's HTML goes to OpenAI, and the note goes to Pipedrive and Slack. - Credentials: the JSON holds none. ``` ## What is in it 3 files, 17 KB, downloaded as a zip. ```text NOTICE.md 622 B README.md 6 KB workflow.json 10 KB ``` ## Workflow check Checked by Mindket on 13 Nov 2026. Read from the workflow’s file, not from a run. - Steps: 7 steps, starting on a Pipedrive event - AI: 1 step calls an AI model: Summarize Page with AI - Sign-ins: Signs in to: Pipedrive, Slack and app.scrapingbee.com - API keys: No API key is left in the file; 1 blank in it for your own key - Step types: Mindket’s checker reads all 7 of its step types ## Get it - [Get it on your Mindket account](https://account.mindket.com/account/?product=mindket#/market/e42a7547-70df-43d7-81be-8f3cb3312f20) - [Its page on Mindket](https://mindket.com/p/e42a7547-70df-43d7-81be-8f3cb3312f20)