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.

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.

Turn Gumroad buyers into loyal email subscribers and keep your CRM up‑to‑date. When someone makes a purchase on your Gumroad store, this n8n workflow instantly adds that customer to the right MailerLite group (so your nurture sequence starts on time) and writes the sale details into your Google Sheets CRM. You’ll never copy‑and‑paste orders again, and every buyer begins receiving your follow‑up emails the moment they purchase. Requirements A Gumroad account with a product listed A MailerLite account. A MailerLite group of subscribers created Enabled APIs and credentials for Google Sheets, MailerLite and Gumroad How it works Listen for a new sale on Gumroad** The Gumroad trigger watches your account 24/7 and fires as soon as a sale is completed. Create (or update) the subscriber in MailerLite** Their name and email are added to MailerLite. If they already exist, the workflow simply updates their profile. Assign the subscriber to your Gumroad group** Grouping lets your MailerLite automation send the right onboarding or upsell sequence without manual tagging. Log the purchase in Google Sheets** The buyer’s contact details, product, price, and date are appended as a new row in your CRM sheet. Set‑up steps Create an application in Gumroad. Copy the access token, you’ll paste it into the Gumroad trigger node. Grab your MailerLite API key MailerLite dashboard → Integrations → API. Paste it into the two MailerLite nodes. Prepare a Google Sheets spreadsheet Add column headers like Name, Email, Product, Price, Date. Open the template in n8n Cloud or Desktop In the Gumroad node, paste your token. In the MailerLite nodes, paste your API keys and replace the group id. In the Google Sheets node, replace the credentials, pick your spreadsheet and worksheet. Get in touch with us Feel free to contact us at 1 Node. Get instant access to a library of free resources we created.

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.

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

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!

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.

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

🎤 Audio-to-Insights: Auto Meeting Summarizer Transform your meeting recordings into actionable insights automatically. This powerful n8n workflow monitors your Google Drive for new audio files, transcribes them using OpenAI's Whisper, generates intelligent summaries with ChatGPT, and logs everything in Google Sheets - all without lifting a finger. 🔄 How It Works This workflow operates as a seamless 6-step automation pipeline: Step 1: Smart Detection The workflow continuously monitors a designated Google Drive folder (polls every minute) for newly uploaded audio files. Step 2: Secure Download When a new audio file is detected, the system automatically downloads it from Google Drive for processing. Step 3: AI Transcription OpenAI's Whisper technology converts your audio recording into accurate text transcription, supporting multiple audio formats. Step 4: Intelligent Summarization ChatGPT processes the transcript using a specialized prompt that extracts: Key discussion points and decisions Action items with assigned persons and deadlines Priority levels and follow-up tasks Clean, professional formatting Step 5: Timestamp Generation The system automatically adds the current date and formats it consistently for tracking purposes. Step 6: Automated Logging The final summary is appended to your Google Sheets document with the date, creating a searchable archive of all meeting insights. ⚙️ Setup Steps Prerequisites Before setting up the workflow, ensure you have: Active Google Drive account OpenAI API key with credits Google Sheets access n8n instance (cloud or self-hosted) Configuration Steps 1. Credential Setup Google Drive OAuth2**: Required for folder monitoring and file downloads OpenAI API Key**: Needed for both transcription (Whisper) and summarization (ChatGPT) Google Sheets OAuth2**: Essential for writing summaries to your spreadsheet 2. Google Drive Configuration Create a dedicated folder in Google Drive for meeting recordings Copy the folder ID from the URL (the long string after /folders/) Update the folderToWatch parameter in the workflow 3. Google Sheets Preparation Create a new Google Sheet or use an existing one Ensure it has columns: Date and Meeting Summary Copy the spreadsheet ID from the URL Update the documentId parameter in the workflow 4. Audio Requirements Supported Formats**: MP3, WAV, M4A, MP4 Recommended Size**: Under 100MB for optimal processing Language**: Optimized for English (customizable for other languages) Quality**: Clear audio produces better transcriptions 5. Workflow Activation Import the workflow JSON into your n8n instance Configure all credential connections Test with a sample audio file Activate the workflow trigger 🚀 Use Cases Project Management Team Standup Summaries**: Convert daily standups into actionable task lists Sprint Retrospectives**: Extract improvement points and action items Stakeholder Updates**: Generate concise reports for leadership Sales & Customer Success Discovery Call Notes**: Capture prospect pain points and requirements Demo Follow-ups**: Track questions, objections, and next steps Customer Check-ins**: Monitor satisfaction and expansion opportunities Consulting & Professional Services Client Strategy Sessions**: Document recommendations and implementation plans Requirements Gathering**: Organize complex project specifications Progress Reviews**: Track deliverables and milestone achievements HR & Training Interview Debriefs**: Standardize candidate evaluation notes Training Sessions**: Create searchable knowledge bases Performance Reviews**: Document development plans and goals Research & Development Brainstorming Sessions**: Capture innovative ideas and concepts Technical Reviews**: Log decisions and architectural choices User Research**: Organize feedback and insights systematically 💡 Advanced Customization Options Enhanced Summarization Modify the ChatGPT prompt to focus on specific elements: Add speaker identification for multi-person meetings Include sentiment analysis for customer calls Generate department-specific summaries (technical, sales, legal) Extract financial figures and metrics automatically Integration Expansions Slack Integration**: Auto-post summaries to relevant channels Email Notifications**: Send summaries to meeting participants CRM Updates**: Push action items directly to Salesforce/HubSpot Calendar Integration**: Schedule follow-up meetings based on action items Quality Improvements Audio Preprocessing**: Add noise reduction before transcription Multi-language Support**: Configure for international teams Custom Templates**: Create industry-specific summary formats Approval Workflows**: Add human review before final storage 🛠️ Troubleshooting & Best Practices Common Issues Large File Processing**: Split recordings over 100MB into smaller segments Poor Audio Quality**: Use noise reduction tools before uploading API Rate Limits**: Implement delay nodes for high-volume usage Formatting Issues**: Adjust ChatGPT prompts for consistent output Optimization Tips Upload files in supported formats only Ensure stable internet connection for cloud processing Monitor OpenAI API usage and costs Regularly backup your Google Sheets data Test workflow changes with sample files first 📊 Expected Outputs Sample Summary Format: Meeting Summary - March 15, 2024 Key Discussion Points: Q1 budget review and allocation decisions New product launch timeline and milestones Team restructuring and role assignments Action Items: John: Finalize budget proposal by March 20th (High Priority) Sarah: Schedule product demo sessions for March 25th Team: Submit org chart feedback by March 18th Decisions Made: Approved additional marketing budget of $50K Delayed product launch to April 15th for quality assurance Promoted Lisa to Senior Developer role 📞 Questions & Support For any questions, customizations, or technical support regarding this workflow: 📧 Email Support Primary Contact**: Yaron@nofluff.online Response Time**: Within 24 hours on business days Best For**: Setup questions, customization requests, troubleshooting 🎥 Learning Resources YouTube Channel**: https://www.youtube.com/@YaronBeen/videos Step-by-step setup tutorials Advanced customization guides Workflow optimization tips 🔗 Professional Network LinkedIn**: https://www.linkedin.com/in/yaronbeen/ Connect for ongoing support Share your workflow success stories Get updates on new automation ideas 💡 What to Include in Your Support Request Describe your specific use case Share any error messages or logs Mention your n8n version and setup type Include sample audio file characteristics (if relevant) Ready to transform your meeting chaos into organized insights? Download the workflow and start automating your meeting summaries today!

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.

This workflow enriches new accounts in Pipedrive using Datagma API by adding data about ICP (ideal customer profile). Instead of Pipedrive, you can use any other CRM. In this example, ideal buyers are heads of sales/business development. Prerequisites Pipedrive account and Pipedrive credentials How it works Pipedrive trigger node starts the workflow when a new company is created. HTTP Request node queries data from Datagma. Pipedrive node updates Pipedrive contact with new data from Datagma. The Item Lists node simplifies returned data from Datagma that contain lists (arrays), enabling you to easily modify the structure for further processing without the need to use Function nodes and write custom JavaScript. IF node identifies if the lead corresponds ICP. HTTP Request node searches for emails in Datagma. Set node prepares data for further merging. Merge node combines data from multiple streams. Pipedrive node adds a new person in Pipedrive.

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