Workflow Templates

How It Works This workflow automates monthly revenue aggregation from multiple financial sources, including Stripe, PayPal, Shopify, and bank feeds, while delivering intelligent tax forecasting through GPT-4–based structured analysis. It systematically retrieves revenue data, consolidates disparate datasets into a unified view, and applies GPT-4 to predict upcoming tax obligations with greater accuracy. The system then generates clearly formatted, audit-ready reports and automatically distributes tax projections to designated agents via Gmail, while securely storing all outputs in Google Sheets to maintain traceable audit trails. Designed for tax professionals, accounting firms, and finance teams, it enables accurate predictive tax planning and supports a proactive compliance strategy without the need for manual calculations or spreadsheet-driven analysis. Setup Steps Connect Stripe, PayPal, Shopify credentials via n8n authentication. Configure OpenAI GPT-4 API key for structured tax analysis. Connect Gmail account for report distribution and Google Sheets. Set monthly trigger schedule and customize tax category rules. Prerequisites Stripe, PayPal, Shopify, or bank feed accounts; OpenAI API key; Gmail account; Google Sheets. Use Cases Accounting firms automating quarterly tax prep for multiple clients Customization Modify revenue sources, adjust GPT-4 prompts for specific tax scenarios Benefits Eliminates manual tax calculations, reduces forecasting errors

How It Works This workflow automates monthly tax filing processes by retrieving financial data, performing AI-driven tax calculations, coordinating pre-filing reviews with key stakeholders, incorporating feedback, and managing overall submission readiness. It pulls accounting records, executes GPT-5–based tax calculations with transparent reasoning, formats comprehensive pre-filing reports, and routes them to a submission coordinator via email for review. The system captures reviewer feedback through structured prompts, intelligently applies necessary corrections, archives finalized records in Google Drive, and continuously tracks filing status. It is designed for accounting firms, tax practices, and finance departments that require coordinated, multi-stakeholder tax filing with minimal manual intervention. Setup Steps Connect accounting system and configure financial data fetch parameters. Set up OpenAI GPT-4 API for tax calculations and reasoning extraction. Configure Gmail, Chat Model, and Google Drive credentials. Define submission coordinator contacts and configure feedback. Prerequisites Accounting system access; OpenAI API key; Gmail account; Google Drive Use Cases Tax firms managing multi-client monthly filings with partner review Customization Modify tax calculation prompts for jurisdictions, adjust feedback collection fields Benefits Eliminates manual filing coordination, reduces submission errors

How It Works This workflow automates monthly tax processing by ingesting expense receipts alongside revenue data, extracting structured deduction details using GPT-4, and accurately matching expenses to their corresponding revenue periods. It retrieves receipts with built-in type validation, parses deduction information through OpenAI structured output extraction, and consolidates revenue records into a unified dataset. The system then intelligently aligns expenses with revenue timelines, calculates eligible deductions, and generates well-formatted tax reports that are automatically sent to designated agents via Gmail. Designed for accountants, tax professionals, and finance teams, it enables automated expense categorization and optimized deduction calculations. Setup Steps Configure receipt storage source and OpenAI Chat Model API key. Connect Gmail for report delivery and set up tax agent email. Define expense categories, revenue periods, and deduction rules. Schedule monthly trigger and test extraction Prerequisites Expense receipt repository; OpenAI API key; Gmail account; revenue data source Use Cases Accountants automating receipt processing for multiple clients; Customization Adjust extraction prompts for industry-specific expenses, modify deduction rules Benefits Eliminates manual receipt review, reduces categorization errors

Instantly access real-time Binance Spot Market data in Telegram! This workflow connects the Binance REST API with Telegram and optional GPT-4.1-mini formatting, delivering structured insights such as latest prices, 24h stats, order book depth, trades, and candlesticks directly into chat. 🔎 How It Works A Telegram Trigger listens for incoming user requests. User Authentication validates the Telegram ID to restrict access. A Session ID is generated from chat.id to manage session memory. The Binance AI Agent executes HTTP calls to the Binance public API: Latest Price (Ticker) → /api/v3/ticker/price?symbol=BTCUSDT 24h Statistics → /api/v3/ticker/24hr?symbol=BTCUSDT Order Book Depth → /api/v3/depth?symbol=BTCUSDT&limit=50 Best Bid/Ask Snapshot → /api/v3/ticker/bookTicker?symbol=BTCUSDT Candlestick Data (Klines) → /api/v3/klines?symbol=BTCUSDT&interval=15m&limit=200 Recent Trades → /api/v3/trades?symbol=BTCUSDT&limit=100 Utility Tools refine outputs: Calculator → computes spreads, midpoints, averages, % changes. Think → extracts and reformats JSON into human-readable fields. Simple Memory → saves symbol, sessionId, and user context. Message Splitter ensures outputs >4000 characters are chunked for Telegram. Final structured reports are sent back to Telegram. ✅ What You Can Do with This Agent Get real-time Binance Spot prices with 24h stats. Fetch order book depth and liquidity snapshots. View best bid/ask quotes. Retrieve candlestick OHLCV data across timeframes. Check recent trades (up to 100). Calculate spreads, mid-prices, % changes automatically. Receive clean, structured messages instead of raw JSON. 🛠️ Setup Steps Create a Telegram Bot Use @BotFather and save the bot token. Configure in n8n Import Binance AI Agent v1.02.json. Update the User Authentication node with your Telegram ID. Add Telegram credentials (bot token). Add OpenAI API key (Optional) Add Binance API key Deploy & Test Activate the workflow in n8n. Send BTCUSDT to your bot. Instantly receive Binance Spot Market insights inside Telegram. 📤 Output Rules Group outputs by Price, 24h Stats, Order Book, Candles, Trades. Respect Telegram’s 4000-char message limit (auto-split enabled). Only structured summaries — no raw JSON. 📺 Setup Video Tutorial Watch the full setup guide on YouTube: ⚡ Unlock Binance Spot Market insights instantly in Telegram — clean, fast, and API-key free. 🧾 Licensing & Attribution © 2025 Treasurium Capital Limited Company Architecture, prompts, and trade report structure are IP-protected. No unauthorized rebranding permitted. 🔗 For support: Don Jayamaha – LinkedIn

How it works • Webhook receives lead form submissions from your website • AI Agent (GPT-4o) analyzes lead quality using intelligent scoring framework • Clearbit enriches company data automatically (employee count, industry, revenue) • Qualification score (0-100) determines routing: high-quality leads → HubSpot CRM + Slack alert, low-quality leads → Airtable for manual review • Structured output parser ensures reliable JSON formatting every time Set up steps • Time to set up: 15-20 minutes • Import the Clearbit sub-workflow first (separate workflow file included) • Create 7 custom properties in HubSpot (qualification_score, buying_intent, urgency_level, budget_indicator, ai_summary, pain_points, recommended_action) • Create Airtable base with 14 columns for low-quality lead tracking • Get Slack channel IDs for sales alerts and review requests • Add credentials: OpenAI (GPT-4o), Clearbit API, HubSpot OAuth2, Slack OAuth2, Airtable Token • Replace placeholder IDs in Slack and Airtable nodes • Configure the Clearbit Enrichment Tool node with your sub-workflow ID What you'll need • OpenAI API - OpenAI model access for AI qualification • Clearbit API - Free tier available for company enrichment • HubSpot - Free CRM account works • Slack - Standard workspace • Airtable - Free plan works • Website form - To send webhook data Who this is for Sales teams and agencies that want to automatically qualify inbound leads before they hit the CRM. Perfect for B2B companies with high lead volume that need intelligent routing.

This n8n workflow automates the process of creating high-quality, scroll-stopping LinkedIn posts based on live research, AI insight generation, and Google Sheets storage. Instead of relying on recycled AI tips or boring summaries, this system combines real-time trend discovery via Perplexity, structured idea shaping with GPT-4, and content generation tailored to a bold, human LinkedIn voice. The workflow saves each post idea (with image prompt, tone, and summary) to a Google Sheet, sends you a Telegram alert, and even formats your content for direct publishing. Perfect for solopreneurs, startup marketers, or anyone who posts regularly on LinkedIn and wants to sound original, not robotic. Who’s it for Content creators and solopreneurs building an audience on LinkedIn Startup teams, PMs, and tech marketers looking to scale thought leadership Anyone tired of generic AI-generated posts and craving structured, edgy output How it works Daily trigger at 6 AM starts the workflow. Pulls recent post history from Google Sheets to avoid repeated ideas. Perplexity AI scans the web Generates 3 structured post ideas (including tone, hook, visual prompt, and summary). GPT-4 refines each into a bold, human-style LinkedIn post, following detailed brand voice rules. Saves everything to Google Sheets (idea, content, image prompt, post status). Sends a Telegram notification to alert you new ideas are ready. How to set up Connect your Perplexity, OpenAI, Google Sheets, and Telegram credentials. Point to your preferred Google Sheet and sheet tab for storing post data. Adjust the schedule trigger if you want more or fewer ideas per week. (Optional) Tweak the content style prompt to match your personal tone or niche. Requirements Perplexity API account OpenAI API access (GPT-4 or GPT-4-mini) Telegram bot connected to your account Google Sheets document with appropriate column headers How to customize the workflow Change the research sources or prompt tone (e.g., more tactical, more spicy, more philosophical) Add an image generation tool to turn prompts into visuals for each post Filter or tag ideas based on type (trend, tip, story, etc.) Post automatically via LinkedIn API or Buffer integration

📊 WEEX Spot Market Quant AI Agent (All-in-One Multi-Agent Trading System) ⚡ Overview This multi-agent n8n workflow delivers an automated, intelligent trading analysis system for the WEEX Spot Market. It uses GPT-4o to interpret user prompts, route them to the correct sub-agent tools, analyze technical indicators, price data, sentiment insights, and return concise trading signals via Telegram or downstream automations. No need to download additional workflows—everything is embedded in this single orchestrated agent. 🧠 Core Features 🔹 Single-entry architecture → Built-in orchestration logic with no external subworkflow dependencies 🔹 Multi-timeframe indicator analysis → 15m, 1h, 4h, and 1d 🔹 Sentiment + news insights from crypto sources 🔹 Live price, volume, kline, and order book analysis 🔹 LLM-powered signal evaluation using GPT-4o 🔹 Telegram integration for fast human queries or autonomous alerts 🤖 Built-In Agent Modules | Module | Description | | ----------------------------------- | ---------------------------------------------------------- | | ✅ Financial Analyst Tool | Routes prompts, interprets tokens, and triggers sub-agents | | ✅ News & Sentiment Analyst Tool | Gathers real-time sentiment from crypto news sources | | ✅ Technical Indicator Tools | 15m, 1h, 4h, 1d indicators using WEEX spot market data | | ✅ Price & Order Book Agent | Fetches real-time stats, price, and structure | | ✅ Trading Signal Evaluator | GPT-4o merges all data and generates trading decision | 🖥️ Prompt Flow Example User Input: “Should I long or short ETH on WEEX today?” → Financial Analyst Agent interprets the query → Fetches multi-timeframe indicators, live price, sentiment → GPT-4o evaluates conditions and creates recommendation → Output delivered via Telegram: 📈 ETH/USDT Overview • Price: \$3,710 • 4h RSI: 64.5 – Slightly Overbought • MACD: Bullish Crossover • Market Sentiment: 🔼 Positive Recommendation: Consider long entry with stop at \$3,640. 🔧 Setup Instructions Follow these steps to fully deploy and operate the WEEX Quant AI Agent in your n8n environment: 🟢 Get Telegram Bot API Key Create your bot via @BotFather on Telegram Save the token it gives you (format: 123456789:ABCdefGHIjkLMNopQRStuvWXyz) 🔑 Add OpenAI / DeepSeek Chat API Key Compatible with GPT-4o (OpenAI) or DeepSeek Chat 📈 (Optional) WEEX API Keys If expanding to live trading or authenticated data, get a WEEX Spot API key from your account dashboard Not required for the analysis agent to function 🔗 Connect Telegram to n8n Use Telegram Trigger and Telegram node with your API key Ensure webhook is set correctly (or use polling mode) ✅ Example Use Cases | Scenario | Outcome | | ---------------------------------- | ----------------------------------------------------- | | “Is BTC bullish or bearish?” | Merged indicator + sentiment + price analysis summary | | “Get 15m and 4h trends for SOL” | Multi-timeframe volatility vs macro trend report | | “Latest crypto news on XRP” | Real-time filtered news + DeepSeek sentiment summary | | “What’s the order book structure?” | Level-by-level spread analysis with buy/sell volumes | 🎥 Watch the Live Demo 👨‍💼 Licensing & Support 🧾 © 2025 Treasurium Capital Limited Company Architecture, prompts, and trade signal framework are IP-protected. No unauthorized rebranding or replication permitted. 📩 Connect with the Creator Don Jayamaha – LinkedIn Profile

This n8n template automates email labeling using AI-enhanced classification and intelligent routing Gmail users report spending significant time manually sorting email, so this tool helps alleviate that burden. How it works Gmail Trigger monitors unread emails every 2 minutes Once an email arrives, the content is extracted with HTML cleaning AI Agent (the node is set for Chat GPT-4) is used for classification & entity extraction A Structured Output Parser parses the email to JSON A 9-way category routing system categorizes the email (Inquiry, Support, Newsletter, Marketing, Personal, Urgent, Spam, Invoice, Meeting) Gmail auto-labeling is used for each category Google Sheets is used for logging (the main log that includes all emails and  an error log which are emails that cannot be classified) Slack alerts are generated for high-priority/urgent emails Error handling is done with separate error logging in Google Sheets How to use Set up credentials for Google Gmail, LLM (ChatGPT, Gemini, etc.), Google Sheets, and Slack Modify the categories as needed per user preference Requirements Gmail  Any LLM like ChatGPT or Google Gemini Google Drive with Google Sheets is optional for logging and error handling Slack is optional for high-priority messages

AI Recommender: From Food Photo to Restaurant and Book (Google Books Integrated) What it does Analyzes a food photo with an AI vision model to extract dish name + category Searches nearby restaurants with Google Places and selects the single best (rating → reviews tie-break) Finds a matching book via Google Books and posts a tidy summary to Slack Who it’s for Foodies, bloggers, and teams who want a plug-and-play flow that turns a single food photo into a dining pick + themed reading. How it works Google Drive Trigger detects a new photo Dish Classifier (Vision LLM) → JSON (dish_name, category, basic macros) Search Google Places near your origin; Select Best Place (AI) Recommend Book (AI) → Search Google Books → format details Post to Slack (JP/EN both possible) Requirements Google Drive / Google Places / Google Books credentials, LLM access (OpenRouter/OpenAI), Slack OAuth. Customize Edit origin/radius in Set Origin & Radius, tweak category→keyword mapping in Normalize Classification, adjust Slack channel & message in Post to Slack.

Who’s it for Influencers and social-media teams who want to comment automatically on posts from selected Instagram profiles—scaling engagement while staying within platform limits. How it works / What it does Schedule Trigger runs every 2 h. Profile Post Extractor fetches up to 20 posts per profile from your CSV. Select Cookie rotates Instagram session-cookies. Get Random Post selects one. Create Comment (GPT-4o) writes ≤150-character reply in your chosen language. Builds instagram_post_to_comment.csv, uploads to SharePoint. Phantombuster Autocomment Agent posts it. Logged in instagram_posts_already_commented.csv to prevent repeats. How to set up Same as the auto-liker, but also add instagram_posts_already_commented.csv (header postUrl). Define tracked profiles in profiles_instagram.csv. Configure comment prompt & language in Set ENV Variables. Profile CSV format Your profiles_instagram.csv must contain a header profileUrl and valid Instagram profile URLs. Example: profileUrl https://www.instagram.com/brand_account/ https://www.instagram.com/influencer123/

How it works User Signup & Verification: The workflow starts when a user signs up. It generates a verification code and sends it via SMS using Twilio. Code Validation: The user replies with the code. The workflow checks the code and, if valid, creates a session for the user. Conversational AI: Incoming SMS messages are analyzed by Chat GPT AI for sentiment, intent, and urgency. The workflow stores the conversation context and generates smart, AI-powered replies. Escalation Handling: If the AI detects urgency or frustration, the workflow escalates the session—alerting your team and sending a supportive SMS to the user. Set up steps Estimated setup time:** 10–20 minutes for most users. What you’ll need:** A free n8n account (self-hosted or cloud) Free Twilio account (for SMS) OpenAI API key (for AI) A PostgreSQL database (Supabase, Neon, or local) Setup process:** Import this workflow into n8n. Add your Twilio and OpenAI credentials as environment variables or n8n credentials. Update webhook URLs in your Twilio console (for incoming SMS). (Optional) Adjust sticky notes in the workflow for detailed, step-by-step guidance.

Use Cases -Personal or family budget tracking. -Small business expense logging via Telegram -Hands-free logging (using voice messages) How it works: -Trigger receives text or voice. -Optional branch transcribes audio to text. -AI parses into a structured array (SOP enforces schema). -Split Out produces 1 item per expense. -Loop Over Items appends rows sequentially with a Wait, preventing missed writes. -In parallel, Item Lists (Aggregate) builds a single summary string; Merge (Wait for Both) releases one final Telegram confirmation. Setup Instructions Connect credentials: Telegram, Google, OpenAI. Sheets: Create a sheet with headers Date, Category, Merchant, Amount, Note. Copy Spreadsheet ID + sheet name. Map columns in Append to Google Sheet. Pick models: set Chat model (e.g., gpt-4o-mini) and Whisper for transcription if using audio. Wait time: keep 500–1000 ms to avoid API race conditions. Run: Send a Telegram message like: Gas 34.67, Groceries 82.45, Coffee 6.25, Lunch 14.90. Customization ideas: -Add categories map (Memory/Set) for consistent labeling. -Add currency detection/formatting. -Add error-to-Telegram path for invalid schema.