Extract and Store Customer Insights in Vector Database
Workflow Description
An automation that ingests customer data from multiple sources (spreadsheets, social media), processes it with AI, and stores insights in Qdrant for semantic search and intelligent pattern discovery across all customer touchpoints.
How it works
- 1.Ingest customer data from Google Sheets and social media platforms
- 2.Split and preprocess text content for efficient indexing
- 3.Generate vector embeddings using OpenAI language models
- 4.Extract structured insights using AI-powered information extraction
- 5.Store vectors and metadata in Qdrant vector database
- 6.Query and retrieve customer insights by semantic similarity
Use cases
- Analyze customer feedback across channels to identify recurring themes and satisfaction patterns
- Build searchable knowledge base of customer needs, complaints, and feature requests
- Monitor social listening data to detect market trends and competitive intelligence
Requirements
- Active OpenAI API key and account
- Google Sheets spreadsheet with customer or feedback data
- Configured Qdrant instance with network access
- Social media API credentials (Twitter/X) for data ingestion
Service Value
Ideal as a smart automation service combining integrations and AI to produce ready-to-use results.
Apps Used
Details
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (37)
When clicking ‘Test workflow’
Manual Trigger
Zip Entries
Set
Extract Reviews
HTML Page
Reviews to List
Split Out
Default Data Loader
Document Default Data Loader
Recursive Character Text Splitter
Text Splitter Recursive Character Text Splitter
Embeddings OpenAI
OpenAI
Set Variables
Set
Get Payload of Points
HTTP Request
Clusters To List
Split Out
OpenAI Chat Model
OpenAI
Only Clusters With 3+ points
Filter
Set Variables1
Set
Find Reviews
HTTP Request
Prep Output For Export
Set
Export To Sheets
Google Sheets
Clear Existing Reviews
HTTP Request
Trigger Insights
Execute Workflow
Prep Values For Trigger
Set
Execute Workflow Trigger
Execute Workflow Trigger
Sticky Note
Sticky Note
Sticky Note1
Sticky Note
Get TrustPilot Page
HTTP Request
Sticky Note2
Sticky Note
Qdrant Vector Store
Vector Store Qdrant
Sticky Note3
Sticky Note
Sticky Note4
Sticky Note
Sticky Note5
Sticky Note
Sticky Note7
Sticky Note
Sticky Note8
Sticky Note
Sticky Note6
Sticky Note
Sticky Note9
Sticky Note
Apply K-means Clustering Algorithm
Code
Sticky Note10
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Customer Insights Agent
Information Extractor
Sticky Note12
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