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Slack Operations Hub

Central Slack bot for internal operations. Handles client onboarding, prospect lookups, report generation, Google Drive ops, and multi-client routing.

View on GitHub
workflowInternal OpsInternal Ops
Original
by Roheel Jain
Nodes

35

Triggers

2

Platform

n8n

Tech Stack
Slack
Slack
Google Sheets
Google Sheets
Google Drive
Google Drive
Postgres
Postgres
HTTP API
Workflow

Webhook

webhook

Switch

switch

Code in JavaScript

code

Get row(s) in sheet

googleSheets

Code in JavaScript1

code

Append row in sheet

googleSheets

Send a message

slack

Edit Fields

set

Webhook2

webhook

Form

httpRequest

Code in JavaScript2

code

Switch1

switch

Code in JavaScript3

code

Get row(s) in sheet1

googleSheets

Get row(s) in sheet2

googleSheets

Merge

merge

Code in JavaScript4

code

Code in JavaScript5

code

Append row in sheet1

googleSheets

Append row in sheet2

googleSheets

Copy file

googleDrive

Send a message1

slack

Form Buttom

httpRequest

Get row(s) in sheet3

googleSheets

Code in JavaScript6

code

Get row(s) in sheet4

googleSheets

Form1

httpRequest

Switch2

switch

Form Buttom1

httpRequest

Code in JavaScript11

code

Postgres2

postgres

Switch4

switch

Postgres

postgres

Code in JavaScript7

code

Send a message3

slack

Mini Map
Press enter or space to select a node. You can then use the arrow keys to move the node around. Press delete to remove it and escape to cancel.
Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.
How It Works

A Slack-based command center that automates your entire client management process, from onboarding new clients to generating reports and organizing files. Your team can handle complex operations with simple Slack commands instead of juggling multiple tools and manual tasks.

1

Team member sends command in Slack

Your team uses simple slash commands or messages in Slack to request actions like onboarding a new client, looking up prospect information, or generating reports. The system instantly recognizes what type of request it is.

2

System identifies the request type

The automation determines whether you're onboarding a client, searching for prospects, generating reports, or managing files. It routes your request to the appropriate workflow automatically.

3

Data is retrieved from your databases

The system pulls relevant information from your Google Sheets client databases and internal records to gather everything needed for your request.

4

Files and folders are organized automatically

Attached Files
workflow.json

For new clients, the system creates folder structures in Google Drive and copies template documents. For existing clients, it updates their files with new information.

5

Client records are updated across all systems

New client information is added to your tracking sheets, prospect data is logged, and all relevant databases are kept synchronized with the latest information.

6

Confirmation and results sent to Slack

You receive a detailed response in Slack with confirmation of completed actions, links to created files, or the information you requested. Your team stays informed without leaving Slack.

What You'll Need

SlackGoogle SheetsGoogle DrivePostgreSQL
  • Active Slack workspace with admin permissions to install bots
  • Google Workspace account with Sheets and Drive access
  • Existing client database structure in Google Sheets
  • PostgreSQL database for storing operational data
  • Team members trained on the specific Slack commands to use

Estimated Cost per Run

USD 0.02 – 0.15 (Costs vary based on Google Sheets API calls, Google Drive operations, and Slack API usage. Higher costs for complex multi-client operations.)

This automation has 5 configurable settings you'll customize during setup.