Automate Event Planning & Budget Optimization with Claude AI and Google Sheets — n8n Workflow

Medium complexity🔗 Webhook13 nodes🏷️ Project Managementby Oneclick AI Squad

Overview

This enterprise-grade n8n workflow automates the entire event planning lifecycle — from client briefs to final reports — using Claude AI, real-time financial data, and smart integrations. It converts raw client data into optimized, insight-driven event plans with cost savings, risk management, and automatic reporting, all with zero manual work.

Key Features

Multi-source data fusion** from Google Sheets (ClientBriefs, BudgetEstimates, ActualCosts, VendorDatabase) AI-powered orchestration* using

Nodes used

Send EmailGoogle SheetsSlackCodeAI AgentAnthropic Chat Model

Workflow Preview

Webhook (POST /event-orchestrate) or Daily @
Aggregates totals, calculates variance, valid
Sends structured prompt to Claude AI
Merges all sources into unified dataset
Pulls event metadata from ClientBriefs sheet
Fetches budgetAmount, estimatedCost, vendor
Loads real-time spend from ActualCosts
Retrieves pricing, ratings, and reliability
Extracts JSON, computes savings, ROI, risk, s
Writes full plan + KPIs to OrchestratedPlans
Posts rich Slack message with status & link
Sends interactive HTML email to planner
model
⚡
O
Orchestrate Trigger
Read Client Brief
Read Budget Estimates
Read Actual Costs
Read Vendor Database
F
Fuse All Data
Data Fusion Engine
Claude AI Core
AI Orchestration Engine
Parse & Finalize
Save Orchestrated Plan
Team Sync
Executive Report
13 nodes15 edges

How it Works

  1. 1

    Trigger

    The workflow starts with a webhook trigger.

  2. 2

    Process

    Data flows through 13 nodes, connecting agent, code, emailsend.

  3. 3

    Output

    The workflow completes its automation and delivers the result to the configured destination.

Node Details (13)

SE

Send Email

emailSend

#1
GO

Google Sheets

googleSheets

#2
SL

Slack

slack

#3
CO

Code

code

#4
AI

AI Agent

n8n-nodes-langchain.agent

#5
AN

Anthropic Chat Model

n8n-nodes-langchain.lmChatAnthropic

#6

How to Import This Workflow

  1. 1Click Download JSON button on the right to save the workflow file.
  2. 2Open your n8n instance. Go to Workflows → New → Import from file.
  3. 3Select the downloaded automate-event-planning-budget-optimization-with-claude-ai-and-google-sheets file and click Import.
  4. 4Set up credentials for each service node (API keys, OAuth, etc.).
  5. 5Click Test Workflow to verify everything works, then activate it.

Or paste directly in n8n → Import from JSON:

{ "name": "Automate Event Planning & Budget Optimization with Claude AI and Google Sheets", "nodes": [...], ...}

Integrations

agentcodeemailsendgooglesheetslmchatanthropicmergeslackwebhook

Get This Workflow

Download and import in one click

Download JSONView on n8n.io
Nodes13
Complexitymedium
Triggerwebhook
CategoryProject Management

Created by

Oneclick AI Squad

Oneclick AI Squad

@oneclick-ai

Tags

agentcodeemailsendgooglesheetslmchatanthropicmergeslackwebhook
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