Workflow Templates

🧩 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

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.

This template syncs prospects from ProspectPro into HubSpot. It checks if a company already exists in HubSpot (by ProspectPro ID or domain), then updates the record or creates a new one. Sync results are logged back in ProspectPro with tags to prevent duplicates and mark errors, ensuring reliable and repeatable integrations. ✨ Features Automatically sync ProspectPro prospects to HubSpot companies Smart search logic: match by ProspectPro ID first, then by domain Creates new HubSpot companies when no match is found Updates existing HubSpot companies with latest ProspectPro data Logs sync results back into ProspectPro with tags (HubspotSynced, HubspotSyncFailed) Extendable and modular: use as a trigger workflow or callable sub-flow ⚙ Requirements n8n instance or cloud workspace Install the ProspectPro Verified Community Node ProspectPro account & API credentials (14-day free trial) HubSpot account with OAuth2 app and API credentials 🔧 Setup Instructions Import the template and set your credentials (ProspectPro, HubSpot). Connect to a trigger (e.g., ProspectPro "New website visitor") or call as a sub-workflow. Add a propery to Hubspot for the ProspectPro ID if you don't already have one Adjust sync logic in the "Continue?"-node and HubSpot fields to match your setup. Optional: extend error handling, add Slack/CRM notifications, or sync back HubSpot data into ProspectPro. 🔐 Security Notes Prevents re-processing of failed syncs using the HubspotSyncFailed tag Error branches included for failed updates/creates Manual resolution required if sync errors persist 🧪 Testing Run with a ProspectPro ID of a company with a known domain Check HubSpot for creation or update of the company record Verify updated tags (HubspotSynced / HubspotSyncFailed) in ProspectPro 📌 About ProspectPro ProspectPro is a B2B Prospecting Platform for Dutch SMEs. It helps sales teams identify prospects, track website visitors, and streamline sales without a full CRM. Website: https://www.prospectpro.nl Platform: https://mijn.prospectpro.nl API docs: https://www.docs.bedrijfsdata.nl Support: https://www.prospectpro.nl/klantenservice Support hours: Monday–Friday, 09:00–17:00 CET 📌 About HubSpot HubSpot is a leading CRM platform offering marketing, sales, and customer service tools. It helps companies manage contacts, automate workflows, and grow their customer base. Website: https://www.hubspot.com Developer Docs: https://developers.hubspot.com

Beginner AI Agent Duo: Lead‑Qualifier Task Automator & Ecommerce Chatbot Status: Ready for Use ✅ Note: This template is built entirely with official n8n nodes—no community‑node installation required. 📝 Description This template demonstrates two beginner‑friendly AI‑agent patterns that cover the most common use cases: | Agent | Purpose | Flow Highlights | |-------|---------|-----------------| | Lead‑Qualifier Task Automator | Classifies phone‑call transcripts to decide if the caller is a good bulk‑order lead. | Manual Trigger → Code (sample data) → AI Agent (GPT‑4o‑mini) → Structured Output Parser → Set (clean fields) | | Ecommerce Chatbot | Answers customer questions about products, bulk pricing, shipping, and returns. | Chat Trigger (webhook) → AI Agent (GPT‑4o‑mini) with Memory → If node → Order‑placed reply or no‑op | Both agents run on GPT‑4o‑mini and use n8n’s LangChain‑powered nodes for quick, low‑code configuration. ⚙️ How to Install & Run Import the Workflow In n8n, go to Workflows → Import from File or Paste JSON, then save. Add Your OpenAI API Key Go to Credentials → New → OpenAI API. Paste your key from <https://platform.openai.com>. Select this credential in both OpenAI Chat Model nodes. (Optional) Select a Different Model Default model is gpt‑4o‑mini. Change to GPT‑4o, GPT‑3.5‑turbo, or any available model in each OpenAI node. Test the Lead‑Qualifier Agent Click Activate. Press Test workflow. The Code node feeds four sample transcripts; the AI Agent returns JSON like: { "Name": "Jordan Lee", "Is Good Lead": "Yes", "Reasoning": "Customer requests 300 custom mugs, indicating a bulk order." } Test the Ecommerce Chatbot Copy the Webhook URL from the When chat message received trigger. POST a payload like: { "message": "Hi, do you offer discounts if I buy 120 notebooks?" } The AI Agent replies with bulk‑pricing info. If the customer confirms an order, it appends *; the If node then sends “Your order has been placed”. 🧩 Customization Ideas Refine Qualification Logic** Edit the Task Agent’s system prompt to match your own lead criteria. Save Leads Automatically** Add Google Sheets, Airtable, or a database node after the Set node. Expand the Chatbot** Connect inventory APIs, payment gateways, or CRM integrations. Adjust Memory Length* Change the *Simple Memory node’s window to retain more conversation context. 🤝 Connect with Me Description I’m Robert Breen, founder of Ynteractive — a consulting firm that helps businesses automate operations using n8n, AI agents, and custom workflows. I’ve helped clients build everything from intelligent chatbots to complex sales automations, and I’m always excited to collaborate or support new projects. If you found this workflow helpful or want to talk through an idea, I’d love to hear from you. Links 🌐 Website: https://www.ynteractive.com 📺 YouTube: @ynteractivetraining 💼 LinkedIn: https://www.linkedin.com/in/robert-breen 📬 Email: rbreen@ynteractive.com

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This n8n workflow is designed to automate the aggregation, processing, and reporting of community statistics related to n8n creators and workflows. Its primary purpose is to generate insightful reports that highlight top contributors, popular workflows, and key trends within the n8n ecosystem. Here's how it works and why it's important: How It Works Data Retrieval: The workflow fetches JSON data files from a GitHub repository containing statistics about creators and workflows. It uses HTTP requests to access these files dynamically based on pre-defined global variables. Data Processing: The data is parsed into separate streams for creators and workflows. It processes the data to identify key metrics such as unique weekly and monthly inserters/visitors. Ranking and Filtering: The workflow sorts creators by their weekly inserts and workflows by their popularity. It selects the top 10 creators and top 50 workflows for detailed analysis. Report Generation: Using AI tools like GPT-4 or Google Gemini, the workflow generates a Markdown report summarizing trends, contributors, and workflow statistics. The report includes tables with detailed metrics (e.g., unique visitors, inserters) and insights into why certain workflows are popular. Distribution: The report is saved locally or uploaded to Google Drive. It can also be shared via email or Telegram for broader accessibility. Automation: A schedule trigger ensures the workflow runs daily or as needed, keeping the reports up-to-date. Why It's Important Community Insights**: This workflow provides actionable insights into the n8n community by identifying impactful contributors and popular workflows. This fosters collaboration and innovation within the ecosystem. Time Efficiency**: By automating data collection, processing, and reporting, it saves significant time and effort for community managers or administrators. Recognition of Contributors**: Highlighting top creators encourages engagement and recognizes individuals driving value in the community. Trend Analysis**: The workflow helps uncover patterns in usage, enabling better decision-making for platform improvements or feature prioritization. Scalability**: With its modular design, this workflow can be easily adapted to include additional metrics or integrate with other tools.

My Telegram bot provides specialized support through dedicated slash commands for different departments. Users can directly access the right support team using: /billing - For payment and invoice questions /tech-support - For technical assistance /return-policy - For returns and refunds Key Features: Command-based routing Direct department access via slash commands State management Tracks active conversations in PostgreSQL Knowledge base integration Pinecone vector stores for each department Auto-updating New Google Drive documents automatically populate the knowledge base Context-aware Maintains department choice

This workflow synchronizes data one-way from Pipedrive to HubSpot. Cron node** schedules the workflow to run every minute. Pipedrive* and *Hubspot1 nodes pull in both lists of persons from Pipedrive and contacts from HubSpot. Merge node* with the option *Remove Key Matches identifies the items that uniquely exist in Pipedrive. Hubspot2 node** takes those unique items and adds them to HubSpot.

🔧 AI-Powered B2B Prospecting Automation This automation is a complete end-to-end system designed to find, qualify, and contact B2B leads — fully automated and powered by AI. 1. Lead Discovery & Scoring Searches for target companies on LinkedIn via Ghost Genius API, using filters like location, and company size. Enriches each company with details like website, description, and follower count. Uses OpenAI to score each company (0 to 10) based on fit with your product. Filters out irrelevant companies and stores only qualified ones (score ≥ 7) into a Google Sheet CRM. 2. Decision-Maker Enrichment & Outreach Finds key decision-makers at each qualified company via LinkedIn Sales Navigator. Retrieves their job titles, descriptions, and LinkedIn summaries. Generates a fully personalized 3-email cold outreach sequence using OpenAI. Retrieves verified email addresses using a waterfall enrichment system. Stores all contact data and email content in your CRM and updates lead status. Key Features Fully automated**: runs daily with no manual input required. Smart targeting**: all filters and parameters managed in Google Sheets. AI-enhanced**: leverages OpenAI for scoring, personalization, and copywriting. Compliant & safe**: uses Ghost Genius API (cookieless scraping). Ideal for B2B startups, agencies, or growth teams looking to scale outbound without manual effort.

This powerful n8n workflow helps you automatically re-engage cold leads by summarizing their past emails and generating personalized outreach with OpenAI. It pulls in contacts from Google Sheets, fetches their prior communication from Outlook, and then uses an AI agent to analyze, strategize, and write a draft re-engagement message — all automatically. ⚙️ What the Workflow Does 📄 Get Contacts from Google Sheets Pulls a list of contacts and their email addresses from a Google Sheet. 📥 Search Emails from Outlook For each contact, fetches all emails received from that address since January 1, 2025. 📊 Aggregate Emails Merges relevant email fields (subject, body, createdDateTime) into a single string for analysis. 🧠 Use OpenAI to Analyze and Draft Response AI Agent summarizes the lead’s communication history. Suggests how to re-engage them in bullet points. Writes a personalized draft email to re-initiate the conversation. 📝 Save to Google Sheets Appends or updates the original row with: Summary of communication Re-engagement ideas Suggested subject line Suggested email body 📤 Create Draft Email in Outlook Creates a draft email in your Microsoft Outlook account using the subject and body provided by OpenAI. The email is not sent automatically — giving you a chance to review and personalize further. 🧰 What You'll Need 🔐 Google Sheets API connection** OAuth2 credential setup in n8n Make a copy of this sample sheet 🔐 Microsoft Outlook OAuth2 connection** Connected inbox with access to historical messages 🔐 OpenAI API Key** Add your OpenAI key in the OpenAI Chat Model node Recommended model: gpt-4o-mini or higher 👨‍💼 Built By Robert Breen Automation Consultant | n8n Expert | Data Strategist 🔗 Website: https://ynteractive.com 📧 Email: robert@ynteractive.com 💼 LinkedIn: https://www.linkedin.com/in/robert-breen-29429625/ 🏷 Tags openai outlook email reengagement lead nurturing automation google sheets ai email gpt-4o crm sales automation

Turn LinkedIn Noise Into Weekly Slack Insights 🚀 What if your team could skim the best of LinkedIn in 2 minutes instead of scrolling for hours? This workflow transforms raw LinkedIn posts into a bite-sized Slack digest — summarized, grouped, and delivered automatically every week. ⚡ What It Does Scrapes Posts Automatically**: Pulls fresh posts from LinkedIn profiles you specify (via Apify). Summarizes with AI: Condenses each post into **2–3 bullets (≤15 words). Keeps It Lean: Digest capped at **500 words total. Organized by Author**: See exactly who said what, without searching. Delivers to Slack**: Neatly formatted digest drops in your channel on schedule, with post links in thread replies. 🛠 How It Works Google Sheets → Profile URLs Add LinkedIn profile URLs into a Google Sheet tab — this is your watchlist. Apify Scraper → Posts Fetches up to 10 posts per profile within the past 7 days. Clean & Format Code nodes strip out clutter (hashtags, broken links, escapes). OpenAI Summarizer AI rewrites posts into concise bullets and trims the digest under 500 words. Slack Delivery Digest posts directly in Slack every Sunday morning, with original links attached as thread replies. ✅ Pre-conditions / Requirements Google Sheets API credentials** connected in n8n. Apify account + API Token** for the LinkedIn profile posts actor. OpenAI API Key** for summarization. Slack Bot Token** with permission to post messages in your chosen channel. Profiles you want to track must be publicly viewable or accessible to Apify. 🎛 Customization Options Schedule**: Change the Cron node if you prefer daily or monthly digests. Batch Size**: Default is 5 profiles per batch — increase or decrease for performance. Summaries**: Adjust OpenAI system prompt to allow longer or shorter bullet points. Filters**: Extend extendOutputFunction to exclude reposts, sponsored posts, or keep specific authors only. Slack Output**: Change formatting, channel, or send as direct message instead of posting in a channel. 💡 Why This Is Valuable Saves your team 3–5 hours/week of scrolling. Keeps everyone updated with actionable insights, not filler. Turns a chaotic LinkedIn feed into a signal-only digest. Positions you as the one who always brings the smartest highlights to the table. 🎯 Best For Founders who want LinkedIn insights without endless scrolling. Marketing and growth teams tracking thought leaders. Operators who want signal over noise, delivered straight to Slack. No more mindless scrolling. Just sharp insights, automatically packaged. ✅

This template sets up a weekly ETL (Extract, Transform, Load) pipeline that pulls financial data from QuickBooks Online into Google BigQuery. It not only transfers data, but also cleans, classifies, and enriches each transaction using your own business logic. Who It's For Data Analysts & BI Developers** Need structured financial data in a warehouse to build dashboards (e.g., Looker Studio, Tableau) and run complex queries. Financial Analysts & Accountants** Want to run custom SQL queries beyond QuickBooks’ native capabilities. Business Owners** Need a permanent, historical archive of transactions for reporting and tracking. What the Workflow Does 1. Extract Fetches transactions from the previous week every Monday from your QuickBooks Online account. 2. Transform Applies custom business logic: Cleans up text fields Generates stable transaction IDs Classifies transactions (income, expense, internal transfer) 3. Format Prepares the cleaned data as a bulk-insert-ready SQL statement. 4. Load Inserts the structured and enriched data into a Google BigQuery table. Setup Guide 1. Prepare BigQuery Create a dataset (e.g., quickbooks) and table (e.g., transactions) The table schema must match the SQL query in the "Load Data to BigQuery" node 2. Add Credentials Add QuickBooks Online and Google BigQuery credentials to your n8n instance 3. Configure Business Logic Open the Clean & Classify Transactions node Update the JavaScript arrays: internalTransferAccounts expenseCategories incomeCategories Ensure these match your QuickBooks Chart of Accounts exactly 4. Configure BigQuery Node Open the Load Data to BigQuery node Select the correct Google Cloud project Ensure the SQL query references the correct dataset and table 5. Activate the Workflow Save and activate it The workflow will now run weekly Requirements A running n8n instance (Cloud or Self-Hosted) A QuickBooks Online account A Google Cloud Platform project with BigQuery enabled A BigQuery table with a matching schema Customization Options Change Schedule**: Modify the schedule node to run daily, monthly, or at a different time Adjust Date Range**: Change the date macro in the Get Last Week's Transactions node Refine Classification Rules**: Add custom logic in the Clean & Classify Transactions node to handle specific edge cases