Automated Date Selection and Adjustment Using Regex in n8n

Overview

This workflow automates the process of selecting and adjusting close dates using regex within n8n. It is initiated manually and processes date fields to ensure accurate and timely updates.

Key Features

• Manual Trigger: Starts the workflow on user command, allowing controlled execution.
• Regex-Based Date Selection: Utilizes regex logic to identify and validate close dates.
• Conditional Logic: Checks if a close date exists and determines the appropriate action.
• Automated Date Adjustment: Sets the close date three weeks later if conditions are met, or retains the original date as needed.
• No-Operation Node: Ensures workflow flexibility and clear branching.

Benefits

• Reduces Manual Errors: Automates repetitive date management, minimizing human error.
• Saves Time: Streamlines close date updates, freeing up resources for higher-value tasks.
• Improves Data Consistency: Ensures close dates follow a standardized process.

Use Cases

• Sales Pipeline Management: Automatically adjust deal close dates based on pipeline activity.
• Project Deadlines: Keep project timelines accurate by updating deadlines in bulk.
• CRM Data Hygiene: Maintain up-to-date records in sales or project management systems.

Integrations & Processes

While this workflow is self-contained within n8n, it can be extended to integrate with CRM or project management tools for broader automation.