Workflow Templates

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.

🛍️ 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.

This n8n template implements a Calendly Booking Link Generator that creates single-use, personalized booking links, logs them to Google Sheets, and optionally notifies a Slack channel Who's it for This template is designed for teams and businesses that send Calendly links proactively and want to generate trackable, single-use booking links on demand. It’s perfect for: Sales and SDR teams** sending 1:1 outreach and needing unique booking links per prospect Customer success and support teams** who want prefilled, one-click rescheduling or follow-up links Marketing and growth teams** that want UTM-tagged booking links for campaigns Ops/RevOps** who need a central log of every generated link for tracking and reporting How it works / What it does This workflow turns a simple HTTP request into a fully configured single-use Calendly booking link: Webhook Trigger (POST) Receives JSON payload with recipient details: name, email, optional event_type_uri, optional utm_source Configuration & Input Normalization Set Configuration extracts and normalizes: recipient_name, recipient_email requested_event_type (can be empty) utm_source (defaults to "n8n" if not provided) Calendly API – User & Event Types Get Current User calls GET /users/me using Calendly OAuth2 to get the current user URI Extract User stores user_uri and user_name Get Event Types calls GET /event_types?user={user_uri}&active=true to fetch active event types Select Event Type: Uses requested_event_type if provided, otherwise selects the first active event type Stores event type URI, name, and duration (minutes) Create Calendly Single-Use Scheduling Link Create Single-Use Link calls POST /scheduling_links with: owner: selected event type URI owner_type: "EventType" max_event_count: 1 (single use) Build Personalized Booking URL Build Personalized Link: Reads the base booking_url from Calendly Appends query parameters to prefill: name (encoded) email (encoded) utm_source Stores: base_booking_url personalized_booking_url recipient_name, recipient_email event_type_name, event_duration link_created_at (ISO timestamp) Optional Logging and Notifications Log to Google Sheets (optional but preconfigured): Appends each generated link to a “Generated Links” sheet Columns: Recipient Name, Recipient Email, Event Type, Duration (min), Booking URL, Created At, Status Notify via Slack (optional): Posts a nicely formatted Slack message with: recipient name & email event name & duration clickable booking link API Response to Caller Respond to Webhook returns a structured JSON response: success booking_url (personalized) base_url recipient object event object (name + duration) created_at expires explanation ("Single-use or 90 days") The result is an API-style service you can call from any system to generate trackable, single-use Calendly links. How to set up 1. Calendly OAuth2 setup Go to calendly.com/integrations or developer.calendly.com Create an OAuth2 application (or use an existing one) In n8n, create Calendly OAuth2 credentials: Add client ID, client secret, and redirect URL as required by Calendly Connect your Calendly user account In the workflow, make sure all Calendly HTTP Request nodes use your Calendly OAuth2 credential 2. Webhook Trigger configuration Open the Webhook Trigger node Confirm: HTTP Method: POST Path: generate-calendly-link Response Mode: Response Node (points to Respond to Webhook) Copy the Production URL from the node once the workflow is active Use this URL as the endpoint for your CRM, outbound tool, or any system that needs to request links Expected request body: { "name": "John Doe", "email": "john@example.com", "event_type_uri": "optional", "utm_source": "optional" } If event_type_uri is not provided, the workflow automatically uses the first active event type for the current Calendly user. 3. Google Sheets setup (optional but recommended) Create a Google Sheet for tracking links Add a sheet/tab named e.g. “Generated Links” Set the header row to: Recipient Name, Recipient Email, Event Type, Duration (min), Booking URL, Created At, Status In n8n: Create Google Sheets OAuth2 credentials Open the Log to Google Sheets node Update: documentId → your spreadsheet ID sheetName → your tab name (e.g. “Generated Links”) 4. Slack notification setup (optional) Create a Slack app at api.slack.com Add Bot Token scopes (for basic posting): chat:write channels:read (or groups:read if posting to private channels) Install the app to your workspace and get the Bot User OAuth Token In n8n: Create a Slack API credential using the bot token Open the Notify via Slack node Select your credential Set: select: channel channelId: your desired channel (e.g. #sales or #booking-links) 5. Test the workflow end-to-end Activate the workflow Use Postman, curl, or another system to POST to the webhook URL, e.g.: { "name": "Test User", "email": "test@example.com" } Verify: The HTTP response contains a valid booking_url A new row is added to your Google Sheet (if configured) A Slack notification is posted (if configured) Requirements Calendly account* with at least one *active event type** n8n instance** (cloud or self-hosted) with public access for the webhook Calendly OAuth2 credentials** configured in n8n (Optional) Google Sheets account and OAuth2 credentials (Optional) Slack workspace with permissions to install a bot and post to channels How to customize the workflow Input & validation Update the Set Configuration node to: Enforce required fields (e.g. fail if email is missing) Add more optional parameters (e.g. utm_campaign, utm_medium, language) Add an IF node after the Webhook Trigger for stricter validation and custom error responses Event type selection logic In Select Event Type: Change the fallback selection rule (e.g. pick the longest or shortest duration event) Add logic to map a custom field (like event_key) to specific event type URIs Link parameters & tracking In Build Personalized Link: Add additional query parameters (e.g. utm_campaign, source, segment) Remove or rename existing parameters if needed If you don’t want prefilled name/email, remove those query parameters and just keep tracking fields Google Sheets logging Extend the Log to Google Sheets mapping to include: utm_source or other marketing attributes Sales owner, campaign name, or pipeline stage Any additional fields you compute in previous nodes Slack notification formatting In Notify via Slack: Adjust the message text to your team’s tone Add emojis or @mentions for certain event types Include utm_source or other metadata for debugging and tracking Key features Single-use Calendly links** – each generated link is limited to one booking (or expires after ~90 days) Prefilled recipient details** – name and email are embedded in the URL, making it frictionless to book Webhook-first design** – easily call this from CRMs, outreach tools, or any external system Central link logging** – every link is stored in Google Sheets for auditing and reporting Optional Slack alerts** – keep sales/support teams notified when new links are generated Safe error handling** – HTTP nodes are configured with continueRegularOutput to avoid hard workflow failures Example scenarios Scenario 1: Sales outreach A CRM workflow triggers when a lead moves to “Meeting Requested”. It calls this n8n webhook with the lead’s name and email. The workflow generates a single-use Calendly link, logs it to Sheets, and posts to Slack. The CRM sends an email to the lead with the personalized booking link. Scenario 2: Automated follow-up link A support ticket is resolved and the system wants to offer a follow-up call. It calls the webhook with name, email, and a dedicated event_type_uri for “Follow-up Call”. The generated link is logged and returned via API, then included in an automated email. Scenario 3: Campaign tracking A marketing automation tool triggers this webhook for each contact in a campaign, passing utm_source (e.g. q1-outbound). The workflow adds utm_source to the link and logs it in Google Sheets. Later, you can analyze which campaigns generated the most completed bookings from single-use links. This template gives you a reliable, reusable Calendly link generation service that plugs into any part of your stack, while keeping tracking, logging, and team visibility fully automated.

🧩 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

Description Never miss a lead again with this SLA Breach Alert automation powered by n8n! This workflow continuously monitors your Google Sheets for un-replied leads and automatically triggers instant Telegram alerts, ensuring your team takes immediate action. By running frequent SLA checks, enriching alerts with direct Google Sheet links, and sending real-time notifications, this automation helps prevent unattended leads, reduce response delays, and boost customer engagement. What This Template Does 📅 Runs every 5 minutes to monitor SLA breaches 📋 Fetches lead data (status, contact, timestamps) from Google Sheets 🕒 Identifies leads marked “Un-replied” beyond the 15-minute SLA 🔗 Enriches alerts with direct Google Sheet row links for quick action 📲 Sends Telegram alerts with lead details for immediate response Step-by-Step Setup Prepare Your Google Sheet Create a sheet with the following columns (minimum required): Lead Name Email Phone Status (values: Replied, Un-replied) Timestamp (time of last update/reply) Set Up Google Sheets in n8n Connect your Google account in n8n. Point the workflow to your sheet (remove any hardcoded document IDs before sharing). Configure SLA Check Use the IF node to filter leads where: Status = Un-replied Time since timestamp > 15 minutes Enrich Alerts with Links Add a Code node to generate direct row links to the sheet. Set Up Telegram Bot Create a Telegram bot via @BotFather. Add the bot to your team chat. Store the botToken securely (remove chatId before sharing templates). Send Alerts Configure the Telegram node in n8n to send lead details + direct Google Sheet link. Customization Guidance Adjust the SLA window (e.g., 30 minutes or 1 hour) by modifying the IF node condition. Add more fields from Google Sheets (e.g., Company, Owner) to enrich the alert. Replace Telegram with Slack or Email if your team prefers a different channel. Extend the workflow to auto-assign leads in your CRM once alerted. Perfect For Sales teams that need to respond to leads within strict SLAs Support teams ensuring no customer request is ignored Businesses aiming to keep lead response times sharp and consistent

Who's it for Sales teams, BDRs, account managers, and customer success professionals who want to show up prepared for every meeting. Perfect for anyone using Calendly who wants to automate prospect research and never walk into a call blind again. Watch the full tutorial here: What it does This workflow automatically researches your meeting attendees the moment they book through Calendly. It combines multiple AI agents to gather comprehensive intelligence: Company Research**: Uses Perplexity AI to validate company details, recent news, funding, leadership changes, and business signals LinkedIn Analysis**: Leverages RapidAPI to analyze the person's profile, recent posts, comments, and engagement patterns from the last 60-90 days Signal Detection**: Identifies hiring signals, growth indicators, and potential risks with confidence scoring Meeting Prep**: Synthesizes everything into personalized talking points, conversation starters, and strategic recommendations The final research brief gets delivered directly to your Slack, saving 30-45 minutes of manual research per meeting. How it works Someone books a meeting via your Calendly (must include LinkedIn URL in booking form) Main AI Agent extracts company domain from email and coordinates three specialist research agents Company Agent researches business intel via Perplexity Person Agent analyzes LinkedIn activity using 4 different RapidAPI endpoints Signal Agent identifies business opportunities and risks Comprehensive meeting brief gets sent to your Slack channel Requirements API Credentials needed: Calendly API (for webhook trigger) OpenAI API key (GPT-4 recommended for orchestration) Perplexity API key (for web research) RapidAPI subscription (for LinkedIn data endpoints) Slack bot token (for output delivery) Important: Your Calendly booking form must include a LinkedIn URL field to get optimal results. How to set up Configure Calendly: Add the Calendly trigger node with your API credentials Update Slack destination: Modify the final Slack node with your user ID or channel Add API keys: Configure all the API credentials in their respective nodes Test the workflow: Book a test meeting through Calendly to verify the complete flow Customize prompts: Adjust the AI agent prompts based on your specific industry or use case The workflow uses structured JSON output with confidence scoring and source citation for reliable, actionable intelligence. How to customize the workflow Change output destination**: Replace Slack with email, Teams, or CRM integration Modify research depth**: Adjust the AI prompts to focus on specific industries or company types Add more signals**: Extend the Signal Research Agent to detect additional business indicators Integrate with CRM**: Add nodes to automatically update contact records in your sales system Schedule follow-ups**: Connect to calendar tools to automatically schedule research updates The modular design makes it easy to adapt for different sales processes and research requirements.