Templates / Generate business strategy canvases with GPT-4o, Tavily, MongoDB and Gmail

Generate business strategy canvases with GPT-4o, Tavily, MongoDB and Gmail

Ready for 3.0

by Łukasz ✓ · 51 views · created 2026-07-28 · Market Research, AI Chatbot

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

Nodes used (10)

MongoDB Chat MemoryHTTP RequestGmailAI AgentStructured Output ParserOpenAI Chat Model

What it does

Quick Overview This workflow runs a chat-based AI consultant that researches your market with Tavily, generates a Business Model Canvas, Lean Canvas, and/or SWOT analysis, converts the results into a multi-sheet Excel file, and emails it to you via Gmail while keeping conversation context in MongoDB. How it works 1. Receives a new message in an n8n Chat session and passes it to an OpenAI (GPT-4o) agent. 2. Uses MongoDB-backed chat memory and Tavily web search/research to ask targeted questions and build research-backed canvas content during the conversation. 3. Detects when the agent signals completion by including the marker CANVASREADY in its chat output. 4. Extracts the confirmed canvas details from the full conversation into a structured JSON format using OpenAI with a strict schema parser. 5. Generates an Excel (.xlsx) workbook with one sheet per selected canvas plus a positioning/next-steps sheet. 6. Sends the Excel file as a Gmail attachment and posts a short confirmation message back in the chat. Setup 1. Add an OpenAI API credential (GPT-4o) for both the canvas-generation agent and the structured data extraction step. 2. Provide a Tavily API key and replace the hardcoded key in both HTTP requests to https://api.tavily.com/search. 3. Add a MongoDB credential and ensure the database N8NBusinessmodelcanvasgenerator exists (or update the database name in the chat memory configuration). 4. Add a Gmail OAuth2 credential and set the recipient address/logic for where the generated canvases should be emailed. 5. Test the n8n Chat trigger in your environment and confirm the chat UI/webhook configuration is reachable before activating the workflow.

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