Scheduled data transfer from CRM to Email

• Automate daily updates from CRM to email for team notifications
• Send regular reports to stakeholders without manual intervention
• Ensure timely communication of customer data and insights

Cron node triggers the workflow every 24 hours Set node prepares the data to be sent CRM node retrieves the latest data from the CRM system Email node sends the prepared data to specified recipients

1. 1
   Import the workflow template into n8n
2. 2
   Configure the cron node to set the desired schedule
3. 3
   Customize the Set node to define the data to be sent
4. 4
   Connect the CRM node to your CRM system
5. 5
   Set up the Email node with recipient details and email content