Workflow Templates

Website AI Agent with Calendar Integration Categories: AI Agents, Website Integration, Calendar Automation This workflow creates a complete website AI agent that can be embedded on any website with just a few lines of code. The agent handles customer inquiries, provides business information, and automatically books meetings by checking calendar availability in real-time. Built for simplicity and business practicality, this system proves that effective AI agents don't need to be overcomplicated. Benefits Universal Website Integration** - Works with WordPress, Webflow, Squarespace, custom sites, or any platform that accepts HTML Intelligent Calendar Management** - Checks availability and books meetings automatically without double-booking Business-Ready Conversations** - Trained with specific business context and maintains professional, helpful interactions Real-Time Functionality** - All changes to the N8N workflow are immediately reflected on your live website No Technical Complexity** - Simple architecture that prioritizes reliability and consistent outputs over flashy features Customizable Branding** - Easy to modify appearance, messages, and behavior to match your brand How It Works Embedded Chat Interface: Generates embeddable HTML code that creates a chat widget on any website Provides both hosted and embedded modes for different use cases Handles all communication between website visitors and the AI system Intelligent Conversation Management: Uses sophisticated system prompts to maintain context about your business Handles common inquiries about services, pricing, and company information Gracefully redirects off-topic conversations back to business matters Smart Calendar Integration: Connects to Google Calendar to check real-time availability Automatically suggests meeting times based on your schedule Collects all necessary information (name, email, preferred time) before booking Meeting Booking Process: Validates meeting requests against existing calendar entries Confirms all details with users before creating calendar events Sends automatic invitations with proper timezone handling Required Setup Configuration System Message Requirements: Your AI agent needs a comprehensive system message that includes: Business Identity:** Company name, services, location, timezone Business Context:** What you offer, pricing information, key differentiators Conversation Rules:** How to handle inquiries, booking procedures, moderation guidelines Personality Instructions:** Tone of voice, response style, conversation length preferences Example System Message Structure: You are a helpful, intelligent website chatbot for [Company Name], a [business type]. The current date is [dynamic date]. You are in the [timezone] timezone. Business Context: We offer [services] with [key benefits] Our pricing is [pricing structure] We work with [target customers] Your task is answering questions about the business & booking meetings. For meetings: use calendar function to check availability, collect name/email/preferred time, confirm details. Rules: Keep responses short and conversational Stay focused on business topics Always confirm timezone when discussing meeting times Google Calendar Setup: Enable Google Calendar API in Google Cloud Console Create OAuth2 credentials for N8N Connect your business calendar in the Google Calendar nodes Set correct timezone in both nodes to match your business location Website Integration: Switch chat trigger to "embedded" mode Copy the provided CDN embed code Paste code into your website's HTML (before closing body tag) Replace webhook URL with your production URL Business Use Cases Service Businesses** - Automate initial consultations and lead qualification Agencies** - Handle project inquiries and schedule discovery calls Consultants** - Streamline the booking process for potential clients E-commerce** - Provide product support and schedule demos Any Business** - Replace contact forms with intelligent conversation Revenue Potential This system can replace expensive chatbot services that cost $100-500/month. The automated booking feature alone typically increases meeting conversion rates by 40-60% compared to traditional contact forms. Difficulty Level: Beginner Estimated Build Time: 15-20 minutes Monthly Operating Cost: ~$10 (OpenAI API usage) Watch My 13-Minute Build Want to see exactly how I built this from scratch? I walk through the complete setup process in real-time, including all the configuration, testing, and website integration. 🎥 See My Complete Build Process: "How to Build a Website AI Agent in 13 Min (Free N8N Template)" This step-by-step tutorial shows you my exact process for creating business-ready AI agents that actually make money, not just impressive demos. Set Up Steps Basic Agent Configuration: Create new N8N workflow with AI Agent node Connect OpenAI Chat Model with your API credentials Add Window Buffer Memory for conversation context System Message Setup: Configure detailed business context and operating instructions Set timezone and personality parameters for consistent responses Define conversation rules and moderation guidelines Google Calendar Integration: Set up Google Calendar credentials through Google Cloud Console Configure "Get All Events" tool for availability checking Set up "Create Event" tool for automated booking Website Embedding: Switch chat trigger to "embedded" mode for website integration Copy the provided CDN embed code Paste code into your website's HTML with your webhook URL Customization Options: Modify initial messages and branding in the embed code Adjust colors and styling using CSS variables Configure timezone settings to match your business location Testing & Optimization: Test complete conversation flows from inquiry to booking Verify calendar integration works correctly with your timezone Optimize system prompts based on actual user interactions Advanced Features Extend this system with additional capabilities: CRM Integration** - Automatically add leads to your sales pipeline Multi-language Support** - Handle conversations in different languages Custom Business Logic** - Add specific qualification questions or routing Analytics Tracking** - Monitor conversation patterns and conversion rates Check Out My Channel For more practical automation systems that generate real business value, check out my YouTube channel where I share the exact strategies I used to scale my automation agency to $72K/month.

This workflow automatically syncs your Zendesk tickets to your HubSpot contacts. Every 5 minutes, your HubSpot account collects all the newly modified data and updates it into your Zendesk account, updating the current tickets or creating new ones. Prerequisites Zendesk account and Zendesk credentials HubSpot account and HubSpot credentials How it works Cron node triggers the workflow every 5 minutes. Function Item node collects all the tickets received after the last execution timestamp. HubSpot node collects all the recently modified companies. Zendesk node checks all the Zendesk tickets associated with those companies. Merge by key node merges the Zendesk and Hubspot data related to those companies. If node splits the workflow conditionally, based on data received. If the company already exists in, Zendesk node updates organization’sdata. If the company does not exist yet, Zendesk node will create an organization. The Function Item node sets the new last execution timestamp.

Automated workflow that transforms BuiltWith technology data into actionable sales leads in Trello, creating a visual sales pipeline. 🚀 What It Does Converts tech stack data into Trello cards Organizes leads by technology stack Tracks sales pipeline stages Enables team collaboration Updates automatically 🎯 Perfect For Sales teams Business development Account executives Tech startups Digital agencies ⚙️ Key Benefits ✅ Visual sales pipeline ✅ Easy lead qualification ✅ Team collaboration ✅ Technology-based filtering ✅ Automated data entry 🔧 What You Need BuiltWith API access Trello account n8n instance Google account (for authentication) 📊 Data Mapped to Trello Company details Technology stack Contact information Website metrics Custom labels 🛠️ Setup & Support Quick Setup Start in 20 minutes with our step-by-step guide 📺 Watch Tutorial 💼 Get Expert Support 📧 Direct Help Turn technology intelligence into sales opportunities with automated lead management.

Inquiry Form to Personalised WhatsApp Message Overview This workflow creates a smart, automated system for capturing leads from an inquiry form, initiating personalized WhatsApp message via Unipile API, and updating your Google Sheet CRM. It uses AI to craft initial outreach messages and logs the success or failure of each message sent, ensuring you track every lead effectively. This automation helps you engage leads quickly and efficiently, without manual effort. Use Case This workflow is ideal for: Sales Teams**: Automate the first touchpoint with new leads, qualifying them and initiating conversations. Small Businesses**: Provide immediate, personalized responses to inquiries, enhancing customer experience. Customer Support**: Quickly gather more context from users after they fill out a help form. Lead Generation**: Streamline the process from form submission to active lead engagement and CRM tracking. How It Works Form Submission Trigger: The workflow is activated when someone submits an "Inquiry Form." This form collects essential lead details such as: Full Name Email WhatsApp number Company Name "How can we help you?" (a notes field) AI Crafts Personalized Message: An OpenAI node, acting as "Alex" (a friendly, approachable human assistant), generates a short, personalized, and engaging opening message for the lead. This message directly addresses the lead by their first name and includes an open-ended question to encourage them to share more details about their needs. WhatsApp Outreach: The AI then uses the WhatsApp API (via Unipile) to send this personalized message directly to the lead's WhatsApp number. Unipile is key here, as it allows sending messages without prior chat history and can connect to your personal WhatsApp. Log Success or Failure: The AI checks the response from the WhatsApp API. If the WhatsApp message is sent successfully: The lead's details, along with the personalized message, WhatsApp chat ID, and message ID, are logged into a "Successful" sheet in your Google Sheet CRM. If the WhatsApp message fails to send: The lead's information, the attempted message, and the reason for failure are logged into a "Failed" sheet in your Google Sheet CRM. This helps you identify and follow up on problematic leads. How to Set It Up To set up your Lead Capture Agent, follow these steps: Google Sheet Setup: Copy the Template: Make a copy of the provided Google Sheet Template ("Sales Agent" with "Successful" and "Failed" sheets) into your own Google Drive. Connect Google Sheets: Ensure your Google Sheets OAuth2 API credentials are set up in n8n and linked to the "Google Sheets" and "Google Sheets3" nodes. Update Sheet IDs: In both "Google Sheets" and "Google Sheets3" nodes, update the documentId with the ID of your copied "Sales Agent" Google Sheet. Unipile (WhatsApp API) Credentials: Sign up for Unipile: Get your DSN and API key from Unipile (they offer a 7-day free trial). Replace Placeholders: In the "Whatsapp API" node, replace <YOUR_DSN>, <YOUR_API_KEY>, and <YOUR_ACCOUNT_ID> with your actual Unipile credentials. OpenAI API Key: Connect your OpenAI API key as an API credential in n8n and link it to the "OpenAI" node. Inquiry Form Setup: The "Enquiry Form" node generates a public webhook URL. You can embed this form on your website or share the URL directly. Alternatively, if you use your own form solution, configure it to send data via a webhook to the URL provided by the "Enquiry Form" node. Import the Workflow: Import the provided workflow JSON into your n8n instance. Activate and Test: Once all settings are complete, activate the workflow. Test it by submitting a new entry through the "Inquiry Form." Check your Google Sheet to see the lead captured and the message status. This workflow is designed to ensure no lead falls through the cracks, giving your sales or support team a powerful edge!

Automating LinkedIn Company Data Extraction Use Case This automation extracts detailed company insights from a LinkedIn company page, including identity, scale, classification, and funding data. Ideal for investors, sales teams, and market researchers. What This Automation Does This automation accepts the following inputs: Company's LinkedIn URL**: The public LinkedIn page URL of the company. Airtop Profile (connected to LinkedIn)**: Your Airtop Profile authenticated on LinkedIn. It then extracts and returns structured data with: 1. Company Identity Full name Tagline Headquarters location (city, state, country) About section Website 2. Company Scale Current employee count Employee size bracket: [0-9], [10-150], [150+] 3. Business Classification Is the company an automation agency? (true/false) AI implementation level: Low / Medium / High Technical sophistication: Basic / Intermediate / Advanced / Expert 4. Funding Profile Most recent funding round Total amount raised Key investors Last funding update date How It Works Creates an Airtop session using the provided profile. Navigates to the company LinkedIn page. Executes an Airtop query to extract data. Outputs the result in a standardized JSON schema. Setup Requirements Airtop API Key A LinkedIn-authenticated Airtop Profile Next Steps Feed into CRM**: Enrich your accounts with detailed LinkedIn data. Prioritize Leads**: Use classification and funding data to prioritize outreach. Combine with People Data**: Integrate with individual-level enrichment for full context. Read more about how to extract company data from Linkedin with Airtop and n8n

Use Case When tracking your contacts and leads in Hubspot CRM, every new contact might be a potential customer. To guarantee that you're keeping the overview you'd normally need to look at every new lead that is coming in manually to identify high-quality leads to prioritize their engagement and optimize the sales process. This workflow saves the work and does it for you. What this workflow does The workflow runs every 5 minutes. On every run, it checks the Hubspot CRM for contacts that were added since the last check. It then checks if they meet certain criteria (in this case if they are making +5m annual revenue) and alerts you in Slack for every match. Setup Add Hubspot, and Slack credentials. Click on Test workflow. How to adjust this workflow to your needs Change the schedule interval Adjust the criteria to send alerts

Scoring LinkedIn Profiles Against Your ICP Use Case This automation scores individual LinkedIn profiles against your Ideal Customer Profile (ICP) based on interest in AI, technical depth, and seniority level. It's ideal for prioritizing leads and understanding how well a person fits your ICP criteria. What This Automation Does Given a LinkedIn profile and an Airtop profile, it: Extracts relevant data from the person's profile Determines levels of AI interest, seniority, and technical depth Calculates an ICP score based on weighted criteria Returns the full enriched profile with the score Input parameters: LinkedIn Profile URL** (e.g., https://linkedin.com/in/janedoe) Airtop Profile** connected to LinkedIn ICP scoring method** in the Airtop node prompt Output fields in JSON format: Full name, job title, employer, company LinkedIn URL, location, number of connections and followers, about section content and more Calculated ICP Score (out of 95) How It Works Form Trigger or Workflow Trigger: Accepts input from either a form or another workflow. Parameter Assignment: Ensures proper variable names for downstream nodes. Airtop Enrichment Tool: Extracts and scores the person based on a detailed prompt. Scoring: Uses this point system: AI Interest: beginner (5), intermediate (10), advanced (25), expert (35) Technical Depth: basic (5), intermediate (15), advanced (25), expert (35) Seniority Level: junior (5), mid-level (15), senior (25), executive (30) Output Formatting: Cleans and returns the result as JSON. Setup Requirements IMPORTANT: Enter your ICP scoring method in the prompt field of the Airtop node Airtop Profile connected to LinkedIn. Airtop API credentials configured in n8n. Optional: a front-end form to collect profile URLs and trigger the automation. Next Steps Embed in CRM**: Trigger this automation on new leads to auto-score them. Batch Process Leads**: Run it over a list of profile URLs for segmentation. Customize Scoring**: Adjust point weights based on your sales priorities. Read more about ICP Scoring with Airtop and n8n

Automating Company ICP Scoring via LinkedIn Use Case This automation scores companies based on their LinkedIn profile using custom Ideal Customer Profile (ICP) criteria. It’s ideal for qualifying B2B leads and prioritizing outreach based on fit. What This Automation Does Inputs required: Company LinkedIn URL**: Public LinkedIn profile of the company. Airtop Profile (connected to LinkedIn)**: Airtop Profile authenticated to access and extract profile data. The automation analyzes the LinkedIn page and calculates a score based on: Scoring Criteria | Category | Classification | Points | |--------------------|---------------------------|------------| | AI Focus | Low | 5 | | | Medium | 10 | | | High | 25 | | Technical Level | Basic | 5 | | | Intermediate | 15 | | | Advanced | 25 | | | Expert | 35 | | Employee Count | 0–9 | 5 | | | 10–150 | 25 | | | 150+ | 30 | | Agency Status | Not Automation Agency | 0 | | | Automation Agency | 20 | | Geography | Outside US/Europe | 0 | | | US/Europe Based | 10 | The result includes: Total ICP score Detailed justifications for each score component How It Works Opens the company’s LinkedIn page using Airtop. Analyzes metadata including employee count, headquarters, services, and keywords. Applies the scoring rubric and returns structured JSON with scores and reasons. Optionally flattens the result for storage or CRM integration. Setup Requirements Airtop API Key LinkedIn-authenticated Airtop Profile Next Steps Combine with Lead Lists**: Score companies from outreach lists. Push to CRM**: Add scores to HubSpot or Salesforce records. Adjust Scoring Weights**: Modify rubric to reflect your ICP strategy. Read more about company ICP scoring automation with Airtop and n8n

A single workflow with 2 flows/paths that combine to handle the backup sequence for Zigbee device configuration from HomeAssistant / zigbee2mqtt. This provides a way to automate a periodic capture of Zigbee coordinators and device pairings to speed the recovery process when/if the HomeAssistant instance needs to be rebuilt. Setting up similar automation without n8n (e.g. shell scripts and system timers) is consiterably more challenging. n8n makes it easy and this template should remove any other excuse not to do it. Flow 1 Triggered by Cron/Timer set whatever interval for backups sends mqtt message to request zigbee2mqtt backup (via separate message) Flow 2 Triggered by zigbee2mqtt backup message Extracts zip file from the message and stores somewhere, with a date-stamp in the filename, via sftp Setup Create a MQTT connection named "MQTT Account" with the appropriate protocol (mqtt), host, port (1883), username, and password Create an sftp connection named "SFTP Zigbee Backups" with the appropriate host, port (22), username, and password or key. Reference This article describes the mqtt parts.

Extracting LinkedIn Profile Information Use Case Manually copying data from LinkedIn profiles is time-consuming and error-prone. This automation helps you extract structured, detailed information from any public LinkedIn profile—enabling fast enrichment, hiring research, or lead scoring. What This Automation Does This automation extracts profile details from a LinkedIn URL using the following input parameters: airtop_profile**: The name of your Airtop Profile connected to LinkedIn. linkedin_url**: The URL of the LinkedIn profile you want to extract data from. How It Works Starts with a form trigger or via another workflow. Assigns the LinkedIn URL and Airtop profile variables. Opens the LinkedIn profile in a real browser session using Airtop. Uses an AI prompt to extract structured information, including: Name, headline, location Current company and position About section, experience, and education history Skills, certifications, languages, connections, and recommendations Returns structured JSON ready for further use or storage. Setup Requirements Airtop API Key — free to generate. An Airtop Profile connected to LinkedIn (requires one-time login). Next Steps Sync with CRM**: Push extracted data into HubSpot, Salesforce, or Airtable for lead enrichment. Combine with Search Automation**: Use with a LinkedIn search scraper to process profiles in bulk. Adapt to Other Platforms**: Customize the prompt to extract structured data from GitHub, Twitter, or company sites. Read more about the Extract Linkedin Profile Information automation.

This workflow sends an automatic daily summary of your Microsoft Outlook calendar events into a Microsoft Teams channel. Perfect for team visibility or personal reminders. This automation is ideal for team leads, project managers, and remote workers who need to keep stakeholders informed of scheduled events without manual effort. It saves time, ensures consistent communication, and reduces the chance of missing important meetings. How it works Scheduled Trigger The workflow runs automatically every midnight (00:00 UTC). Create filter for "TODAY" value (Code Node) The code node generates the date value for "today" Calculates UTC start and end of the current day Builds a Microsoft Graph-compatible filter string Microsoft Outlook Node: Get Today’s Events Resource : Event Operation : Get Many Uses {{ $json.filter }}, which is generated from today's date, to retrieve only relevant entries Format Events as HTML (Code Node) Code node transforms each event into a formatted HTML message Meeting Time: 2025-07-08T10:00:00Z Subject: Weekly Sync Summary: Discuss project milestones and blockers. Microsoft Teams Node: Send Summary Message Chat Message | Create | Selected Channel | HTML content Uses the htmlMessage field from the previous node as the message body How to Use Import the Workflow Load the .json file into your n8n instance via “Import from File” or directly via the workflow UI. Set Up Credentials Go to Credentials in n8n. Add or configure your Microsoft Outlook OAuth2 API credential. Add or configure your Microsoft Teams OAuth2 API credential. Assign these credentials to the corresponding nodes in the workflow. Adjust Timezone and Schedule Edit the Schedule Trigger node to reflect your local timezone or preferred time. Configure the Microsoft Outlook Node Ensure the correct Outlook calendar is targeted. Confirm the Get Many node includes this expression in the filter field: {{ $json.filter }} Customize the HTML Output (Optional) Open the “Format Events” Code node to: Add new fields like Location, Organizer, or Attendees. Adjust date formatting to local time if needed. Target the Correct Teams Channel Open the Microsoft Teams node, select the team and channel where messages should be posted. Message type must be set to HTML if sending formatted content. Test the Workflow Run it manually to verify: Events are fetched correctly. The message is well-formatted and appears in the correct Teams channel. If you see no events, double-check the date filter logic or ensure events exist for today. Example Use Cases Team Syncs**: Automatically notify your project channel every morning with today's meetings. Remote Work**: Help remote teams stay aligned on shared calendars. Personal Assistant**: Keep track of your own day’s agenda with an automatic Teams message. Requirements Microsoft Outlook** Account must have permission to access calendar events via Graph API. OAuth2 credential must be configured in n8n Credential Manager. Microsoft Teams** Requires permission to post messages to specific channels. OAuth2 credential must be configured and authorized.

Define Your ICP from Customer LinkedIn Profiles Use Case This automation helps marketing and sales teams define their Ideal Customer Profile (ICP) using real LinkedIn profiles of current high-fit customers. By enriching and analyzing profile data, it generates a clear ICP definition and scoring methodology for future targeting. What This Automation Does This automation analyzes LinkedIn profiles of your existing customers and produces: A structured ICP definition A scoring model to evaluate future prospects A Google Boolean search string to find similar prospects Input: LinkedIn profile URLs of existing high-fit customers (e.g., https://www.linkedin.com/in/amirashkenazi/) Output: A Google Doc containing the ICP analysis and scoring methodology How It Works Trigger: Waits for a chat message containing one or more LinkedIn profile URLs. AI Agent: Parses and processes the URLs. Airtop Data Enrichment: Uses Airtop to extract structured information from each LinkedIn profile (e.g., job title, company, experience, skills). Memory: Maintains state between inputs for consistent analysis. LLM Analysis: Uses Claude 3.7 Sonnet to synthesize enriched data into a meaningful ICP. Google Docs: Automatically creates a new doc with a timestamped title and appends the ICP definition. Setup Requirements Airtop Profile connected to LinkedIn, Insert the profile name in the Airtop Tool Airtop API credentials. Get it free here If you choose to activate saving the profiles in Google Docs you will need OAuth2 credentials (or just copy the ICP definition from the chat) Next Steps Use the ICP for Scoring**: Feed new LinkedIn profiles through the same Airtop enrichment and use the scoring function to evaluate fit. Automate Target Discovery**: Plug the Boolean search output into LinkedIn, Google, or People Data Labs for ICP-matching lead generation. Refine Continuously**: Repeat the workflow as your customer base grows or segments evolve. Read more about how to Define ICP from Customer Examples