Workflow Templates

Workflow: Track Email Campaign Engagement Analytics with Smartlead and Google Sheets Automatically fetch lead-level email engagement analytics (opens, clicks, replies, unsubscribes, bounces) from Smartlead and update them in Google Sheets. Use this to keep a single, always-fresh source of truth for campaign performance and sequence effectiveness. Summary Pull Smartlead campaign analytics on a schedule and write them to a Google Sheet (append or update). Works with pagination, avoids duplicates via a stable key, and is ready for dashboards, pivots, or BI tools. What This Workflow Does Collects campaign stats from Smartlead (per-lead, per-sequence). Handles pagination safely (offset/limit). Writes to Google Sheets using appendOrUpdate with a matching column to prevent duplicates. Can run on a schedule for near real-time analytics. Node Structure Overview | Step | Node | Purpose | |---|---|---| | 1️⃣ | Schedule Trigger | Starts the workflow on a cadence (e.g., hourly) | | 2️⃣ | Code (Pagination Generator) | Emits {offset, limit} pairs (e.g., 0..9900, step 100) | | 3️⃣ | Split in Batches | Sends each pagination pair to the API sequentially | | 4️⃣ | HTTP Request (Smartlead) | GET /campaigns/{campaign_id}/statistics with offset/limit | | 5️⃣ | Split Out | Turns the API data[] array into one item per lead record | | 6️⃣ | Google Sheets (appendOrUpdate) | Upserts rows by stats_id into EngagedLeads tab | | 7️⃣ | Loop Back | Continues until all batches have been processed | Step-by-Step Setup Prerequisites Smartlead account + API key with access to campaign statistics. Google account + Google Sheets OAuth connected in n8n. Create the Google Sheet Spreadsheet name: Email Analytics (can be anything). Tab name: EngagedLeads. Add these exact headers (first row): lead_name, lead_email, lead_category, sequence_number, stats_id, email_subject, sent_time, open_time, click_time, reply_time, open_count, click_count, is_unsubscribed, is_bounced Configure the Schedule Trigger Choose a frequency (e.g., every 2 hours). If you’re testing, set a single run or a short cadence. Configure the Code Node (Pagination) Emit N items like: { "offset": 0, "limit": 100 } { "offset": 100, "limit": 100 } ... 100 is a good default limit. For up to 10,000 records, generate 100 offsets. Configure the Smartlead API Node Method: GET URL: https://server.smartlead.ai/api/v1/campaigns/{campaign_id}/statistics Query parameters: api_key = <YOUR_SMARTLEAD_API_KEY> offset = {{ $json.offset }} limit = {{ $json.limit }} Map response to JSON. Split Out the Response Use a Split Out (or similar) to iterate over data[] so each lead record is one item. Google Sheets Node (Append or Update) Operation: appendOrUpdate. Document: Your Email Analytics sheet. Sheet/Tab: EngagedLeads. Matching Column: stats_id. Map fields from Smartlead response to sheet columns: lead_name ← lead name (or composed from first/last if provided) lead_email ← email lead_category ← category/type if available sequence_number ← sequence step number stats_id ← stable identifier (e.g., Smartlead stats_id or message id) email_subject ← subject sent_time, open_time, click_time, reply_time ← timestamps open_count, click_count ← integers is_unsubscribed, is_bounced ← booleans If the same stats_id arrives again, the row is updated, not appended. Test and Activate Run once manually to verify API and sheet mapping. Check the sheet for new/updated rows. Activate the workflow to run automatically. Smartlead API Reference (Used by This Workflow) Endpoint** GET https://server.smartlead.ai/api/v1/campaigns/{campaign_id}/statistics Required query parameters** api_key (string) offset (number) limit (number) Typical response (trimmed example)** { "data": [ { "lead_name": "Jane Doe", "lead_email": "jane@example.com", "sequence_number": 2, "stats_id": "15b6ff3a-...-b2b9f343c2e1", "email_subject": "Quick intro", "sent_time": "2025-10-08T10:18:55.496Z", "open_time": "2025-10-08T10:20:10.000Z", "click_time": null, "reply_time": null, "open_count": 1, "click_count": 0, "is_unsubscribed": false, "is_bounced": false } ], "total": 1234 } Google Sheets Structure (Recommended) Spreadsheet: Email Analytics Tab: EngagedLeads Columns:lead_name, lead_email, lead_category, sequence_number, stats_id, email_subject, sent_time, open_time, click_time, reply_time, open_count, click_count, is_unsubscribed, is_bounced Matching Column: stats_id (prevents duplicates and allows updates) Customization Tips Multiple Campaigns** Duplicate the workflow and set a different {campaign_id} and/or write results to a separate tab in your Google Sheet. Batch Size** Increase or decrease the limit value (e.g., 200) in your Code node if you want fewer or more API calls. Filtering** Add a Code or IF node to skip rows where is_bounced = true or is_unsubscribed = true. Dashboards** Create a new tab named Dashboard in Google Sheets and visualize your data using built-in charts or connect it to Looker Studio for advanced visualization. Enrichment** Join this dataset with your CRM data (e.g., HubSpot or Salesforce) using lead_email as a key to gain deeper customer insights. Security and Publishing Notes Do not hardcode** your Smartlead API key in the workflow export. Use n8n credentials or environment variables instead. When sharing the template publicly, replace sensitive values with placeholders like: <YOUR_SMARTLEAD_API_KEY> and <YOUR_GOOGLE_SHEET_ID>. Keep your Google Sheet private unless you intentionally want to share it publicly. Troubleshooting No rows in Sheets** Verify that the API response includes data[], confirm that the Split Out node is configured correctly, and check field mappings. Duplicates** Ensure the Google Sheets node has its matching column set to stats_id. Rate Limits** Increase the schedule interval, add a short Wait node between batches, or reduce the limit size. Mapping Errors** Ensure that column names in Sheets exactly match your field mappings — they are case-sensitive. Timezone Differences** Smartlead timestamps are in UTC. Convert them downstream if your local timezone is different. Example Use Case Run this workflow hourly to maintain a live, company-wide Email Engagement Sheet. Sales teams** can monitor replies and active leads. Marketing teams** can track open and click rates by sequence. Operations** can export monthly summaries — no Smartlead login required. Tags Smartlead EmailMarketing Automation GoogleSheets Analytics CRM MarketingOps

Who is this for? If you hate SPAM emails or don't want to clean them up frequently. What problem is this workflow solving? It automatically deletes SPAM emails for you, so you don't have to. Save a bit of your time. What this workflow does You can specify when to execute the workflow: daily, weekly, or monthly. Setup Select the preferred execution time Configure credentials for Gmail OAuth2 How to customize this workflow to your needs There's no need. It just works!

How it works This workflow captures new subscribers from a Mailchimp list and extracts their key details. It then enriches the subscriber data using AI, predicting professional attributes and assigning a lead score. Based on the score, high-value leads are identified, and all leads are synced into HubSpot and Pipedrive. For top-priority leads, the workflow automatically creates new deals in Pipedrive for sales follow-up. Step-by-step Step-by-step 1. Capture subscriber data Mailchimp Subscriber Trigger** – Detects new signups in a Mailchimp list. Extract Subscriber Data** – Normalizes payload into clean fields like name, email, and timestamp. 2. Enrich with AI Lead Enrichment AI** – Uses AI to infer company, role, industry, intent, LinkedIn, and lead score. Parse & Merge Enrichment** – Merges AI output with subscriber info and sets defaults if parsing fails. 3. Qualify leads High-Value Lead Check** – Filters leads with a score ≥70 to flag them as priority. Create High-Value Deal** – Opens a new deal in Pipedrive for high-value leads. 4. Sync to CRMs HubSpot Contact Sync** – Updates enriched lead data in HubSpot CRM. Pipedrive Person Create** – Adds lead as a person in Pipedrive. Why use this? Automatically enrich raw Mailchimp subscribers with valuable professional insights. Score and qualify leads instantly for prioritization. Keep HubSpot and Pipedrive updated with enriched lead records. Automate deal creation for high-value opportunities, saving sales team effort. Build a seamless pipeline from marketing signups to CRM-ready opportunities.

Enrich Monday.com leads with AI-powered company research and personalized email drafts using Explorium MCP and GPT-4.1 AI-Powered Lead Enrichment & Email Writer for Monday.com 🚀 Overview Stop losing deals to slow response times! Transform your inbound leads into qualified opportunities with this intelligent workflow that automates lead enrichment and personalized outreach. When a new lead drops into your Monday.com board, magic happens: 🔍 Deep-dives into company data using Explorium MCP's advanced intelligence engine 🧠 Analyzes business priorities, pain points, and growth opportunities 💡 Identifies specific AI automation use cases tailored to each company ✉️ Crafts hyper-personalized email drafts with GPT-4.1 (under 120 words!) 📊 Enriches your CRM with actionable insights and AI solution recommendations 📧 Saves draft emails directly to Gmail for your review 🔄 Updates Monday.com automatically with all the juicy insights Perfect for sales teams, growth marketers, and BizDev pros who want to turn every lead into a conversation starter that actually converts! 👥 Who's it for? B2B sales teams drowning in inbound leads Growth teams needing lightning-fast lead qualification BizDev professionals seeking that personal touch at scale Companies rocking Monday.com as their CRM ⚡ How it works Webhook triggers when fresh lead hits Monday.com Company Researcher agent unleashes Explorium MCP for company intel Email Writer agent crafts personalized outreach that doesn't sound like a robot CRM Enrichment agent adds golden nuggets of AI recommendations Gmail integration parks the draft in your inbox Monday.com updates with all the enriched goodness 🛠️ Setup Instructions Time to magic: 20 minutes You'll need: OpenAI API Key (for GPT-4.1) Explorium MCP API Key Monday.com API Token Gmail OAuth credentials Monday.com webhook setup Step-by-step: Import this template into your n8n instance Hook up Monday.com webhook via "Respond to Webhook" node Deactivate that "Respond to Webhook" node (important!) Plug in your API credentials Customize agent prompts with YOUR company's secret sauce Match your Monday.com columns to the workflow Test drive with a dummy lead Hit activate and watch the magic! ✨ 📋 Requirements Monday.com board with these columns: Company Name, Contact Name, Email, Comments Explorium MCP access (for that company intelligence gold) OpenAI API (GPT-4.1 model ready) Gmail account (where drafts go to shine) 🎨 Make it yours Tweak email tone - formal, casual, or somewhere in between Adjust research depth in Company Researcher Add your unique value props to agent prompts Connect more data sources for extra enrichment Hook up other CRMs (HubSpot, Salesforce, Pipedrive) Add Slack alerts for hot leads 🔥 💪 Why this rocks Real talk: Manual lead research is SO 2023. While your competitors are still googling companies, you're already in their inbox with an email that mentions their latest funding round, understands their tech stack, and offers solutions to problems they didn't even know you could solve. This isn't just another "Hi {{first_name}}" template. It's AI that actually gets context, writes like a human, and makes your prospects think "How did they know exactly what we need?" Results you can expect: Faster lead response time Higher email open rates Actually useful CRM data (not just "interested in our product") Your sales team thanking you (seriously) Built with ❤️ by: Elay Guez Pro tip: The more context you feed the AI agents about your business, the scarier-good the personalization gets. Don't hold back on those System Message customizations!

Who’s it for This template is designed for small and medium businesses, startups, and agencies that want to automate customer inquiries, provide instant support, and capture leads without losing valuable conversations. It’s especially useful for teams that get many repetitive questions about products, services, or locations but don’t want to miss out on collecting contact details for follow-up. What it does / How it works The workflow creates a 24/7 AI-powered chatbot that answers company-related questions and collects customer information. It uses: • GPT-4o for natural conversations • Pinecone Vector Store for Retrieval-Augmented Generation (RAG) with your company knowledge base • Google Sheets to store structured lead data • Telegram to instantly notify your team When a customer asks about products, services, or hours, the AI answers using the Pinecone database. Afterwards, it politely asks for their name, email, phone number, and interest. The details are saved to Google Sheets and your team receives a Telegram message with a summary. How to set up Connect your OpenAI account. Create a Pinecone index with company FAQs, documents, or policies. Link your Google Sheet with columns: Name, Email, Phone, Interested in. Add your Telegram bot token and chat/group ID. Replace [INSERT_YOUR_COMPANY_NAME_HERE] in the system prompt with your company name. Requirements • OpenAI API key • Pinecone account • Google Sheets access • Telegram bot & chat ID How to customize • Change the system prompt to match your brand’s tone. • Update the Pinecone namespace and embeddings model if needed. • Add extra fields in Google Sheets (e.g., “Budget” or “Preferred product”). • Extend the flow with CRM integrations or automated email follow-ups. With this setup, you get a smart, RAG-powered chatbot that not only answers questions but also turns every conversation into a potential lead.

Description Automate B2B order invoicing by fetching orders from Airtable, validating paid B2B entries, creating Stripe customers and invoices, finalizing invoices, and logging structured invoice data into Google Sheets. This workflow ensures seamless B2B billing, centralized record-keeping, and reduces manual errors in financial operations. ⚡💳📊 What This Template Does Triggers hourly to check for new B2B orders. ⏱️ Fetches order data from Airtable (Orders table). 📥 Filters only paid orders with “B2B” tag. ✅ Creates a corresponding Stripe customer from order details. 👤 Processes order line items for invoicing. 📦 Creates a Stripe invoice with due date and payment terms. 🧾 Finalizes the invoice automatically. ✔️ Formats invoice details (totals, due dates, customer info, links). 🔄 Logs structured invoice data into Google Sheets for tracking. 📊 Key Benefits Fully automates B2B invoicing workflow from orders to finalized invoices. 🔄 Ensures all invoices are linked, structured, and logged in Sheets. 🧾 Reduces manual effort and eliminates data entry errors. ⚡ Maintains centralized invoice tracking for finance teams. 📂 Creates a consistent billing flow integrated with Stripe. 💳 Features Hourly Trigger – Continuously monitors Airtable for new/updated orders. Airtable Integration – Fetches order details automatically. Conditional Filter – Processes only “B2B” paid orders. Stripe Customer Creation – Automatically creates customers in Stripe. Line Item Processor – Handles Shopify/Order line items or test data. Stripe Invoice Creation – Generates draft invoices with due dates. Invoice Finalization – Auto-finalizes and prepares invoices for payment. Data Formatter – Structures invoice info (totals, links, dates, status). Google Sheets Integration – Logs all invoice data for reporting. Requirements n8n instance (cloud or self-hosted). Airtable Personal Access Token with read access to Orders table. Stripe API credentials with customer + invoice permissions. Google Sheets OAuth2 credentials with read/write access. Target Audience Finance/ops teams handling B2B customer invoicing. 💼 SaaS or eCommerce businesses with B2B order flows. 🛍️ Startups needing automated billing + centralized reporting. 🚀 Teams tracking Stripe invoices inside Google Sheets. 📊 Step-by-Step Setup Instructions Connect Airtable credentials and replace with your base/table IDs. 🔑 Configure Stripe API credentials for invoice + customer creation. 💳 Link Google Sheets credentials and update the target sheet ID. 📊 Adjust order filtering conditions (tags, payment status) as needed. ⚙️ Test with sample data to validate invoices are created + logged. ✅

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. How it works This workflow automatically synchronizes contact data from multiple CRM systems (HubSpot, Pipedrive, and Salesforce) into a unified Google Sheets database. The system runs on a daily schedule or can be triggered manually via webhook. It uses AI-powered data processing to intelligently deduplicate records, calculate data quality scores, and merge similar contacts. The workflow generates comprehensive quality reports and sends notifications via Slack, ensuring your master database stays clean and up-to-date. Who is this for This template is designed for revenue operations teams, data managers, and business analysts who need to consolidate customer data from multiple CRM platforms. It's particularly valuable for organizations using multiple sales tools simultaneously or during CRM migration projects. The workflow helps maintain data integrity while providing insights into data quality across different systems. Requirements Google Sheets Account**: For storing master database and quality reports CRM Platform Access**: API credentials for HubSpot, Pipedrive, and/or Salesforce OpenAI API Key**: For AI-powered data processing and deduplication MCP Server**: Github:marlonluo2018/pandas-mcp-server (optional - can be replaced with Code node) Slack Webhook**: For receiving sync completion and error notifications How to set up Configure Environment Variables - Set up secure credential storage for all API keys: HUBSPOT_API_KEY, PIPEDRIVE_API_KEY, SALESFORCE_ACCESS_TOKEN, OPENAI_API_KEY, and SLACK_WEBHOOK_URL Create Google Sheets Structure - Create a master Google Sheet with two tabs: "Master_CRM_Data" for the unified contact database and "Quality_Reports" for tracking sync statistics and data quality metrics Set Up MCP Server - Install and configure "marlonluo2018/pandas-mcp-server" Update Configuration Center - Modify all placeholder values in the Configuration Center node with your actual Google Sheet IDs, quality thresholds, deduplication keys, and batch processing settings

📊 Description Streamline sales prioritization by automatically identifying, scoring, and routing high-value leads from GoHighLevel CRM to your sales team. This workflow scores contacts daily, flags top prospects, alerts sales reps in Slack, logs data to Google Sheets, and schedules instant follow-ups in Google Calendar — ensuring no valuable lead slips through the cracks. 🚀📈 What This Template Does Triggers daily at 8:00 AM to fetch all contacts from GoHighLevel CRM. ⏰ Processes lead data and extracts key details from custom fields. 🧩 Calculates lead scores using your predefined CRM field mappings. 🔢 Filters out incomplete or invalid contacts to ensure clean data flow. 🧼 Identifies high-value leads with a score above 80 for immediate attention. 🎯 Sends real-time Slack alerts to sales teams with contact and lead score details. 💬 Logs high-priority leads into a dedicated Google Sheet for tracking and analytics. 📊 Creates automatic Google Calendar follow-up events within 1 hour of detection. 📅 Key Benefits ✅ Automatically surfaces top leads for faster follow-up ✅ Keeps sales teams aligned through instant Slack alerts ✅ Eliminates manual data review and prioritization ✅ Centralizes performance tracking via Google Sheets ✅ Ensures consistent follow-up with Google Calendar scheduling ✅ Fully customizable lead score threshold and timing Features Daily scheduled trigger (8:00 AM) GoHighLevel CRM integration for contact retrieval Smart lead scoring via custom field mapping Conditional filtering for high-value leads Slack alert system for real-time engagement Google Sheets logging for transparency and analytics Auto-created Google Calendar events for follow-ups Requirements GoHighLevel API credentials with contact read permissions Slack Bot token with chat:write access Google Sheets OAuth2 credentials Google Calendar OAuth2 credentials Defined custom fields for Lead Score and Assigned Representative in GoHighLevel Target Audience Sales and business development teams tracking high-value leads Marketing teams optimizing lead qualification and follow-up Agencies using GoHighLevel for CRM and lead management Operations teams centralizing sales activity and analytics Step-by-Step Setup Instructions Connect your GoHighLevel OAuth2 credentials and ensure contact API access. Replace placeholder custom field IDs (Lead Score & Assigned Rep) in the Code node. Add your Slack channel ID for team notifications. Connect your Google Sheets document and replace its Sheet ID in the workflow. Link Google Calendar for automatic follow-up event creation. Adjust the lead score threshold (default: 80) if needed. Run a manual test to verify data flow, then enable the daily trigger for automation.

Automated Invoice-Processing AI Agent for n8n Overview The Automated Invoice-Processing AI Agent in n8n is designed to streamline and optimize invoice management for finance teams and accounts payable (AP) professionals. This solution addresses the common challenge of verifying invoice data manually, cross-checking it against purchase orders (POs), and ensuring compliance before releasing payments. By intelligently fetching invoices from Google Drive, extracting key details, validating them against PO records from Google Sheets, and automating the next actions, this system reduces human intervention, minimizes errors, and accelerates the payment process. Target Audience This automation primarily serves finance and AP teams responsible for managing large volumes of vendor invoices. It also supports finance managers, procurement departments, and auditors who require accuracy in payment reconciliation, ensuring that invoices align with approved POs before processing. Business Problem Addressed Organizations frequently struggle with time-consuming manual invoice verification and data entry. Discrepancies between invoices and purchase orders can lead to payment delays, compliance risks, or duplicate payments. This n8n-based AI agent automates that process—ensuring that every invoice is validated, exceptions are flagged to the finance team promptly, and payments of smaller value (under defined thresholds) are processed automatically. Prerequisites Active n8n account or self-hosted instance Google Drive and Google Sheets connected via n8n credentials LLM (AI node) configured for document extraction (optional but recommended) A Google Sheet set up with existing PO data (including PO Number, Amount, and Date fields) Setup Instructions Connect Google Drive and Google Sheets integrations within n8n. Configure the workflow trigger to monitor a designated "Invoices" folder. Add a document-parsing node to extract invoice details such as PO Number, Invoice Date, and Amount. Implement conditional logic: If the invoice amount > 5000, the agent cross-references PO details from the Google Sheet. If it matches, it updates the PO sheet status to “Process Payment.” If not, an automated email notifies the finance team. If the amount ≤ 5000, the workflow marks it for direct payment. Test the workflow with sample invoices before full deployment. Customization Options Adjust the payment threshold value (e.g., 10,000 instead of 5,000). Customize the email notification template and recipient list. Integrate with accounting systems such as QuickBooks or SAP for end-to-end automation. Add audit logging nodes to create traceability for every action taken. This AI-driven automation brings speed, accuracy, and scalability to invoice verification—empowering finance professionals to focus on analytical and strategic tasks rather than repetitive manual work.

Property Listing Aggregator with Microsoft Teams and Baserow ⚠️ COMMUNITY TEMPLATE DISCLAIMER: This is a community-contributed template that uses ScrapeGraphAI (a community node). Please ensure you have the ScrapeGraphAI community node installed in your n8n instance before using this template. This workflow automatically aggregates commercial real-estate listings from multiple broker and marketplace websites, stores the fresh data in Baserow, and pushes weekly availability alerts to Microsoft Teams. Ideal for business owners searching for new retail or office space, it runs on a timetable, scrapes property details, de-duplicates existing entries, and notifies your team of only the newest opportunities. Pre-conditions/Requirements Prerequisites An n8n instance (self-hosted or n8n.cloud) ScrapeGraphAI community node installed A Baserow workspace & table prepared to store property data A Microsoft Teams channel with an incoming webhook URL List of target real-estate URLs (CSV, JSON, or hard-coded array) Required Credentials ScrapeGraphAI API Key** – Enables headless scraping of listing pages Baserow Personal API Token** – Grants create/read access to your property table Microsoft Teams Webhook URL** – Allows posting messages to your channel Baserow Table Schema | Column Name | Type | Notes | |-------------|---------|--------------------------------| | listing_id| Text | Unique ID or URL slug (primary)| | title | Text | Listing headline | | price | Number | Monthly or annual rent | | sq_ft | Number | Size in square feet | | location | Text | City / neighborhood | | url | URL | Original listing link | | scraped | Date | Timestamp of last scrape | How it works This workflow automatically aggregates commercial real-estate listings from multiple broker and marketplace websites, stores the fresh data in Baserow, and pushes weekly availability alerts to Microsoft Teams. Ideal for business owners searching for new retail or office space, it runs on a timetable, scrapes property details, de-duplicates existing entries, and notifies your team of only the newest opportunities. Key Steps: Schedule Trigger**: Fires every week (or on demand) to start the aggregation cycle. Load URL List (Code node)**: Returns an array of listing or search-result URLs to be scraped. Split In Batches**: Processes URLs in manageable groups to avoid rate-limits. ScrapeGraphAI**: Extracts title, price, size, and location from each page. Merge**: Reassembles batches into a single dataset. IF Node**: Checks each listing against Baserow to detect new vs. existing entries. Baserow**: Inserts only brand-new listings into the table. Set Node**: Formats a concise Teams message with key details. Microsoft Teams**: Sends the alert to your designated channel. Set up steps Setup Time: 15-20 minutes Install ScrapeGraphAI node: In n8n, go to “Settings → Community Nodes”, search for “@n8n-nodes/scrapegraphai” and install. Create Baserow table: Follow the schema above. Copy your Personal API Token from Baserow profile settings. Generate Teams webhook: In Microsoft Teams, open channel → “Connectors” → “Incoming Webhook”, name it, and copy the URL. Open the workflow in n8n and set the following credentials: ScrapeGraphAI API Key Baserow token (Baserow node) Teams webhook (Microsoft Teams node) Define target URLs: Edit the “Load URL List” Code node and add your marketplace or broker URLs. Adjust schedule: Double-click the “Schedule Trigger” and set the cron expression (default: weekly Monday 08:00). Test-run the workflow manually to verify scraping and data insertion. Activate the workflow once results look correct. Node Descriptions Core Workflow Nodes: stickyNote** – Provides inline documentation and reminders inside the canvas. Schedule Trigger** – Triggers the workflow on a weekly cron schedule. Code** – Holds an array of URLs and can implement dynamic logic (e.g., API calls to get URLs). SplitInBatches** – Splits URL list into configurable batch sizes (default: 5) to stay polite. ScrapeGraphAI** – Scrapes each URL and returns structured JSON for price, size, etc. Merge** – Combines batch outputs back into one array. IF** – Performs existence check against Baserow’s listing_id to prevent duplicates. Baserow** – Writes new records or updates existing ones. Set** – Builds a human-readable message string for Teams. Microsoft Teams** – Posts the summary into your channel. Data Flow: Schedule Trigger → Code → Split In Batches → ScrapeGraphAI → Merge → IF → Baserow IF (new listings) → Set → Microsoft Teams Customization Examples Add additional data points (e.g., number of parking spaces) // In ScrapeGraphAI "Selectors" field { "title": ".listing-title", "price": ".price", "sq_ft": ".size", "parking": ".parking span" // new selector } Change Teams message formatting // In Set node return items.map(item => { const l = item.json; item.json = { text: 🏢 ${l.title} — ${l.price} USD\n📍 ${l.location} | ${l.sq_ft} ft²\n🔗 <${l.url}|View Listing> }; return item; }); Data Output Format The workflow outputs structured JSON data: { "listing_id": "12345-main-street-suite-200", "title": "Downtown Office Space – Suite 200", "price": 4500, "sq_ft": 2300, "location": "Austin, TX", "url": "https://broker.com/listings/12345", "scraped": "2024-05-01T08:00:00.000Z" } Troubleshooting Common Issues ScrapeGraphAI returns empty fields – Update CSS selectors or switch to XPath; run in headless:true mode. Duplicate records still appear – Ensure listing_id is truly unique (use URL slug) and that the IF node compares correctly. Teams message not delivered – Verify webhook URL and that the Teams connector is enabled for the channel. Performance Tips Reduce batch size if websites block rapid requests. Cache previous URLs to skip unchanged search-result pages. Pro Tips: Rotate proxies in ScrapeGraphAI for larger scraping volumes. Use environment variables for credentials to simplify migrations. Add a second Schedule Trigger for daily “hot deal” checks by duplicating the workflow and narrowing the URL list.

🛍️ Google Shopping Feed Optimization with Channable + Relevance AI + Google Merchant API 🚀 Automate, Optimize & Sync Your Product Feeds at Scale 🧩 Overview This workflow automates Google Shopping Feed Optimization using Channable, Relevance AI, and the Google Merchant API. It runs daily, enhancing product titles and descriptions, validating feed quality, assigning custom campaign labels, and syncing the optimized feed with Google Merchant Center. The system ensures every product listing meets Google’s content standards, is SEO-friendly, and ready for high-performance Shopping campaigns. 🧠 Key Benefits ✅ Automated daily product feed optimization ✅ AI-enhanced titles and descriptions (via Relevance AI) ✅ Google Merchant API integration (latest version) ✅ Quality scoring and error detection before sync ✅ Custom campaign labels for segmented bidding ✅ Slack alerts for issues and daily summaries ✅ 100% no-code deployment with scalable batch processing ⚙️ System Architecture | Component | Purpose | | ----------------------------- | -------------------------------------------------------- | | n8n | Workflow automation and orchestration | | Channable | Product feed source (can replace with any eCommerce API) | | Relevance AI | AI title and description optimization | | Google Merchant API (NEW) | Product publishing and validation | | Slack | Alerts and reporting | | Cron Trigger | Daily schedule (6 AM sync) | 🧭 Workflow Logic (Visual Summary) Daily Trigger (06:00 AM) ⬇️ 1️⃣ Get Product Feed (Channable) Fetches product data for optimization. ⬇️ 2️⃣ Data Quality Checks Validates titles, GTINs, pricing, categories, and descriptions. Assigns quality scores. ⬇️ 3️⃣ Split Products Breaks the all_products array into single items for AI processing. ⬇️ 4️⃣ Optimize Title (Relevance AI Tool) Enhances product titles for SEO, clarity, and Google compliance. ⬇️ 5️⃣ Generate Description (Relevance AI Tool) Creates 300–400 character, benefit-focused product descriptions. ⬇️ 6️⃣ Assign Custom Labels Adds five segmentation labels: margin, performance, seasonality, stock level, and category. ⬇️ 7️⃣ Aggregate Products Combines optimized items into one unified dataset. ⬇️ 8️⃣ Upload to Merchant Center (NEW Merchant API) Publishes products via Google’s latest /products endpoint. ⬇️ 9️⃣ Check Product Status Verifies successful uploads and identifies disapprovals. ⬇️ 🔍 Analyze Product Issues Summarizes errors and warnings from Merchant API results. ⬇️ ⚖️ IF Disapprovals Found → 🚨 Send Slack alert for issues → ✅ Otherwise, post success summary 🧩 Environment Variables Set these under n8n → Settings → Variables → Add Variable | Variable | Example | Purpose | | ----------------------------------- | -------------------------------------------------- | -------------------------------- | | CHANNABLE_API_URL | https://api.channable.com/v1 | Channable API base | | CHANNABLE_COMPANY_ID | 12345 | Company ID in Channable | | CHANNABLE_PROJECT_ID | abcd | Project ID | | FEED_ID | shopping-feed | Feed endpoint | | RELEVANCE_AI_API_URL | https://api-f1db6c.stack.tryrelevance.com/latest | Relevance AI API base | | RELEVANCE_TOOL_TITLE_OPTIMIZER_ID | tQy48Ld8n0zp | Relevance AI Title Tool ID | | RELEVANCE_TOOL_DESCRIPTION_ID | hJ9bT01r8Lqf | Relevance AI Description Tool ID | | MERCHANT_API_URL | https://merchantapi.googleapis.com/content/v2.1 | Google Merchant API base | | MERCHANT_ACCOUNT_ID | 123456789 | Merchant Center account ID | | SLACK_CHANNEL | #shopping-feed-automation | Slack channel for reports | 🔑 Credential Setup | Service | Type | Setup | | ------------------- | ---------------- | -------------------------------------------------------------- | | Relevance AI | HTTP Header Auth | Header → Authorization: Bearer {{$env.RELEVANCE_AI_API_KEY}} | | Channable | HTTP Header Auth | Header → Authorization: Bearer {{$env.CHANNABLE_API_TOKEN}} | | Google Merchant | Google OAuth2 | Scopes: • https://www.googleapis.com/auth/content | | Slack | Slack API | Add chat:write Bot Token Scope | 🧱 Node-by-Node Breakdown | Node | Description | Key Action | | ----------------------------- | ---------------------------------------- | ----------------------------------------------------------- | | Daily Trigger (6 AM) | Starts workflow every morning | cron: 0 6 * * * | | Get Product Feed | Fetches products from Channable | GET {{$env.CHANNABLE_API_URL}}/.../feeds/{{$env.FEED_ID}} | | Data Quality Checks | Validates GTINs, titles, pricing, images | Returns quality_score + all_products | | Split Products | Splits array into individual products | Operation: splitOut, Field: all_products | | Optimize Title | Calls Relevance AI title tool | /tools/{{$env.RELEVANCE_TOOL_TITLE_OPTIMIZER_ID}}/trigger | | Generate Description | Calls Relevance AI description tool | /tools/{{$env.RELEVANCE_TOOL_DESCRIPTION_ID}}/trigger | | Assign Custom Labels | Adds 5 Smart Bidding Labels | Margin, performance, seasonality, stock, category | | Aggregate Products | Combines optimized product data | For batch upload | | Upload to Merchant Center | Posts via NEW Merchant API | /accounts/{id}/products | | Check Product Status | Retrieves upload results | Lists disapproved or pending items | | Analyze Product Issues | Summarizes product disapprovals | Returns disapproval_count and warnings | | IF Disapprovals Found | Conditional routing | Sends alert or success message | | Slack - Alert | Sends error summary to Slack | Includes product name and issue detail | | Slack - Success Summary | Posts daily completion message | Includes counts and optimizations applied | 🧰 Testing Procedure 1️⃣ Temporarily disable the cron schedule 2️⃣ Run manually using “Execute Workflow” 3️⃣ Start with 3–5 products 4️⃣ Check: Slack → Success message Google Merchant → Updated products n8n Execution logs → No failed nodes Once validated → Re-enable the 6 AM trigger 🧾 Example Output Slack Success Message ✅ Shopping Feed Optimization Complete 📊 Summary: • Total Products Processed: 135 • Products with Quality Issues: 12 • Disapprovals: 0 • Warnings: 3 🎯 Optimizations Applied: • Titles optimized for SEO • Descriptions enhanced • Custom labels added API: NEW Merchant API (merchantapi.googleapis.com) Next Run: Tomorrow 6 AM Timestamp: 2025-10-22T06:00:00Z Slack Alert Message 🚨 Merchant Center Disapprovals Alert Total Disapprovals: 5 Total Warnings: 2 Critical Issues: • Product: Wireless Headphones (ID: 4829) Issue: Missing GTIN • Product: Yoga Mat Eco (ID: 7350) Issue: Invalid price Action Required: Review disapproved products in Merchant Center. Timestamp: 2025-10-22T06:00:00Z 📊 Success Metrics | Metric | Goal | | ---------------------------- | ------------------- | | Feed approval rate | ≥ 90% | | AI optimization success rate | ≥ 95% | | Manual review reduction | 80% | | Daily automation uptime | 99.9% | | Scalable throughput | 5,000+ products/day | 🧩 Maintenance Schedule | Frequency | Task | | ------------- | ------------------------------ | | Daily | Monitor Slack alerts | | Weekly | Check disapproval logs | | Monthly | Refresh API tokens | | Quarterly | Tune AI prompts and thresholds | 🪜 Next Steps ✅ Deploy workflow in production 📈 Connect to your performance dashboard 🌍 Extend to multi-language feeds (Relevance AI translations) 💡 Add conversion optimization loop in Google Ads 🔗 References n8n Documentation Relevance AI Documentation Google Merchant API Docs Channable Help Center 🎉 Conclusion You now have a production-grade, AI-driven Shopping Feed Optimization workflow built on: Channable** for structured data ingestion Relevance AI** for content intelligence Google Merchant API** for publishing n8n** as the automation engine 💡 Result: A fully autonomous product feed system that self-improves daily, keeping your listings compliant, optimized, and performing at scale.

🧩 What Problem Does It Solve? In real estate, inquiries come from many sources and often require immediate, personalized attention. Brokers waste significant time manually: Qualifying leads:** Determining if a prospect's budget, neighborhood, and needs match available inventory. Searching listings:** Cross-referencing customer criteria against a large, static database. Data entry:** Moving contact details and search summaries into a CRM like Zoho. Initial follow-up:** Sending an email to confirm the submission and schedule the next step. 🛠️ How to Configure It Jotform & CRM Setup Jotform Trigger:** Replace the placeholder with your specific Jotform ID. Zoho CRM:** Replace the placeholder TEMPLATED_COMPANY_NAME with your actual company name. Gmail:** Replace the placeholder Calendly link YOUR_CALENDLY_LINK in the Send a message node with your real estate consultant's booking link. Database & AI Setup Google Sheets:** Replace YOUR_GOOGLE_SHEET_DOCUMENT_ID and YOUR_SHEET_GID_OR_NAME in both Google Sheets nodes. Your listings must be structured with columns matching the AI prompt (e.g., bedrooms, rent, neighborhoods). AI Models:** Ensure your Google Gemini API key is linked to the Google Gemini Chat Model node. AI Agent Prompt:** The included prompt contains the exact matching and scoring rules for the AI. You can edit this prompt to refine how the AI prioritizes factors like supplier_rating or neighborhood proximity. 🧠 Use Case Examples Small Startups:** Collect High-Quality Leads: New inquiries must be quickly logged for sales follow-up, but manual entry is slow. B2B Sales:** High-Value Lead Enrichment: Need to prioritize leads that match specific product requirements and budget tiers. Travel/Hospitality:** Personalized Itinerary Matching: Quickly match customer preferences (e.g., dates, group size, activity level) to available packages. E-commerce:** Manual Product Recommendation: Sales teams manually recommend expensive, configurable items (e.g., furniture, specialized equipment). If you need any help Get in Touch