Every morning the workflow checks BigQuery for clients missing a billing address, pulls it from HubSpot when it's there, and falls back to an OpenAI lookup when it isn't, writing the verified result back to both systems.
Every time a new client was created, the finance team expected sales to add them to Invoiced with a complete billing address. Reps frequently didn't have the address on hand or simply forgot. That created ongoing friction between the sales and finance teams and left billing records incomplete.
An automated n8n workflow that runs every morning without any human trigger. It checks BigQuery for new Invoiced clients missing a billing address. It first looks in HubSpot, and if the address exists there, it syncs it to Invoiced automatically. If not, it queries the OpenAI API to find and verify the client's address, then writes the verified result to both Invoiced and HubSpot, keeping both systems in sync.
The manual back-and-forth between sales and finance was eliminated entirely. New clients are reconciled every morning automatically. The finance team always has complete billing records without chasing anyone, and both CRM and billing systems stay in sync without any human intervention.