Workflow Templates

Support Director Agent with Customer Support Team Description Complete AI-powered customer support department with a Support Director agent orchestrating specialized support team members for comprehensive customer service operations. Overview This n8n workflow creates a comprehensive customer support department using AI agents. The Support Director agent analyzes support requests and delegates tasks to specialized agents for tier 1 support, technical assistance, customer success, knowledge management, escalation handling, and quality assurance. Features Strategic Support Director agent using OpenAI O3 for complex support decision-making Six specialized support agents powered by GPT-4.1-mini for efficient execution Complete customer support lifecycle coverage from first contact to resolution Automated technical troubleshooting and documentation creation Customer success and retention strategies Escalation management for priority issues Quality assurance and performance monitoring Team Structure Support Director Agent**: Strategic support oversight and task delegation (O3 model) Tier 1 Support Agent**: First-line support, basic troubleshooting, account assistance Technical Support Specialist**: Complex technical issues, API debugging, integrations Customer Success Advocate**: Onboarding, feature adoption, retention strategies Knowledge Base Manager**: Help articles, FAQs, documentation creation Escalation Handler**: Priority issues, VIP customers, crisis management Quality Assurance Specialist**: Support quality monitoring, performance analysis How to Use Import the workflow into your n8n instance Configure OpenAI API credentials for all chat models Deploy the webhook for chat interactions Send support requests via chat (e.g., "Customer can't connect to our API endpoint") The Support Director will analyze and delegate to appropriate specialists Receive comprehensive support solutions and documentation Use Cases Complete Support Cycle**: Inquiry triage → Resolution → Follow-up → Quality review Technical Documentation**: API troubleshooting guides, integration manuals Customer Onboarding**: Welcome sequences, feature tutorials, training materials Escalation Management**: VIP support protocols, complaint resolution procedures Quality Monitoring**: Response evaluation, team performance analytics Knowledge Base**: Self-service content creation, FAQ optimization Requirements n8n instance with LangChain nodes OpenAI API access (O3 for Support Director, GPT-4.1-mini for specialists) Webhook capability for chat interactions Optional: Integration with CRM, helpdesk, or ticketing systems Cost Optimization O3 model used only for strategic Support Director decisions GPT-4.1-mini provides 90% cost reduction for specialist tasks Parallel processing enables simultaneous agent execution Solution template library reduces redundant response generation Integration Options Connect to helpdesk systems (Zendesk, Freshdesk, Intercom, etc.) Integrate with CRM platforms (Salesforce, HubSpot, etc.) Link to knowledge base systems (Confluence, Notion, etc.) Connect to monitoring tools for proactive support Building Blocks Disclaimer Important Note: This workflow is designed as a foundational building block for your customer support automation. While it provides a comprehensive multi-agent framework, you may need to customize prompts, add specific integrations, or modify agent behaviors to match your exact business requirements and support processes. Consider this a starting point that can be extended and tailored to your unique customer support needs. Contact & Resources Website**: nofluff.online YouTube**: @YaronBeen LinkedIn**: Yaron Been Tags #CustomerSupport #HelpDesk #TechnicalSupport #CustomerSuccess #SupportAutomation #QualityAssurance #KnowledgeManagement #EscalationManagement #ServiceExcellence #CustomerExperience #n8n #OpenAI #MultiAgentSystem #SupportTech #CX #Troubleshooting #CustomerCare #SupportOps

Description: Reignite cold leads automatically with this intelligent n8n automation template that integrates Zoho CRM, Azure OpenAI (GPT-4o-mini), and Email. This workflow identifies leads that haven’t been contacted in the last 30 days, generates personalized AI-written emails based on lead data, sends them directly, and updates the CRM—all without manual follow-up. Perfect for sales teams, marketing managers, and business development professionals who want to recover lost opportunities, boost engagement rates, and maintain an active sales pipeline with minimal effort. ✅ What This Template Does (Step-by-Step) ⏰ Daily Trigger Automatically runs on a set schedule (daily or weekly) to check for inactive leads. 📅 Calculate 30 Days Ago Computes the exact date threshold (today − 30 days) to filter stale leads from Zoho CRM. 🔍 Fetch Cold Leads from Zoho Searches Zoho CRM for leads whose Last Activity occurred before the calculated date—returning only those needing re-engagement. 🤖 AI Email Generation Uses Azure OpenAI (GPT-4o-mini) to analyze each lead’s data and craft a personalized re-engagement email that reflects their previous interactions, interests, or stage in the funnel. 📧 Send Personalized Email Delivers the custom AI-generated email directly to each lead. Subject: “Let’s Reconnect!” Body: Tailored, human-like message written by AI. ✅ Update CRM Record After each email is sent, the workflow updates the lead in Zoho CRM—marking them as contacted, refreshing the Last Activity timestamp, and maintaining accurate engagement history. 🧠 Key Features ✔️ Smart lead filtering based on inactivity window ✔️ AI-crafted, context-aware personalized emails ✔️ Seamless Zoho CRM integration for tracking and updates ✔️ Fully automated daily execution ✔️ Customizable for different CRMs or intervals 💼 Use Cases 💡 Re-engage leads who’ve gone silent for 30+ days 📈 Improve conversion and response rates automatically 🤝 Maintain continuous pipeline nurturing 🔁 Save hours of manual email follow-up 📦 Required Integrations • Zoho CRM API – for fetching and updating lead data • Azure OpenAI API (GPT-4o-mini) – for email personalization • SMTP / Email API – for sending re-engagement emails 🎯 Why Use This Template? ✅ Automates your entire cold-lead revival process ✅ Saves manual outreach time for sales reps ✅ Increases lead conversion through personalized AI communication ✅ Keeps CRM data fresh and accurate

This workflow allows you to create, update, and get a person from Copper. Copper node: This node will create a new person in Copper. Copper1 node: This node will update the information of the person that we created using the previous node. Copper2 node: This node will retrieve the information of the person that we created earlier.

🧭 Description This section automates Gmail message handling through AI-powered classification and response. Using the LangChain Text Classifier, incoming emails are analyzed and sorted into four categories — High Priority, Advertisement, Inquiry, and Finance/Billing — each triggering a dedicated action flow. High Priority: AI generates a professional draft reply and saves it to Gmail. Advertisement: AI summarizes content and logs it to Google Sheets. Inquiry: AI composes a customer-friendly response automatically. Finance/Billing: AI creates a brief summary and forwards it to the accounting email. This system reduces manual sorting, ensures consistent communication quality, and speeds up email management with full automation. 💡 Use Cases Automatically categorize incoming Gmail messages by topic or intent. Generate AI-written reply drafts for urgent business messages. Summarize marketing or promotional emails into Google Sheets for tracking. Provide automated responses to customer inquiries. Forward billing or invoice messages directly to accounting teams.

🧑‍💻 Description This workflow connects SerpApi with OpenAI inside n8n to automate Google News monitoring and analysis. It’s built for market researchers, analysts, communications teams, and business leaders who need to stay on top of fast-changing news without wasting time scrolling through endless headlines. Instead of manually searching, this workflow automatically fetches news, groups it into meaningful categories, and recommends the most relevant articles. Problem it solves: Reduces time spent manually monitoring news. Helps track competitors, industries, or emerging trends. Provides structured, actionable insights from unstructured headline feeds. Disclaimer: this template can only be used on self-hosted installations. 📌 Use Cases Market Intelligence**: Track industry-specific news to guide strategy. Competitor Monitoring**: Automatically surface competitor mentions in the press. Research Support**: Organize articles into categories for academic or professional projects. Executive Briefings**: Deliver a curated daily digest to stakeholders. Trend Spotting**: Detect recurring topics to understand where coverage is growing. ⚙️ Setup Instructions Preconditions You need a self-hosted n8n instance (this template doesn’t run on n8n.cloud). A valid SerpApi account + API Key. An OpenAI API Key with billing enabled. Optional: Connected Slack, Email, or Google Sheets credentials if you plan to extend output. 1️⃣ Set Up SerpApi Connection Create a free account at SerpApi Copy your API Key from the dashboard In n8n → Credentials → New → SerpApi Paste your API Key → Save In the workflow, select your SerpApi credential in the Google News Search node. 2️⃣ Set Up OpenAI Connection Go to OpenAI Platform Navigate to Billing and ensure your account has credits/funding Copy your API Key into the OpenAI credentials in n8n 🧠 Workflow Breakdown Chat Trigger → A user enters a search query (e.g., “EV market 2025”). Google News Search (SerpApi) → Fetches the latest headlines for that query. Split Out Links → Separates articles into individual items. Aggregate Node → Merges article titles and links into a structured list. OpenAI Agent → Summarizes, categorizes, and selects the most relevant article per category. Response Output → Returns a clean, categorized digest with clickable links. 🎛️ Customization Guidance Adjust Categories**: Change the OpenAI system prompt to return 3, 5, or 10 categories depending on the depth you want. Regional Focus**: Use SerpApi’s filters (gl=us, hl=en) to restrict results by geography or language. Delivery Methods**: Add Slack, Email, or Google Sheets nodes to automatically share the digest with your team. Automation Frequency: Add a **Schedule Trigger to run daily, weekly, or at custom intervals. Extended Analysis**: Modify the prompt to include sentiment analysis, top keywords, or executive summaries. Multi-Query Runs**: Duplicate the SerpApi node to monitor multiple industries or competitors in one workflow. 💬 Example Q&A Question: “What’s happening in renewable energy today?” Response: Policy**: “US expands solar subsidies” – [link] Innovation**: “New battery breakthrough announced” – [link] Market Moves**: “Wind energy stocks surge” – [link] Competition**: “Shell invests in offshore projects” – [link] Sustainability**: “Community solar initiatives expand” – [link] 📬 Contact Need help customizing this template (e.g., tracking multiple industries, adding auto-delivery, or integrating dashboards)? 📧 robert@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com

Who's it for Digital marketing agencies and Meta Ads managers who need to generate comprehensive performance reports across multiple client accounts automatically. Perfect for agencies handling 5+ Meta Ads accounts who want to save hours on manual reporting while delivering AI-powered insights to their teams. What it does Pulls performance data from multiple Meta Ads accounts for a specified time period (last 7, 14, or 30 days) Uses Claude AI with Pipeboard's Meta Ads MCP to analyze campaign performance, identify trends, and generate actionable insights Generates professional reports with AI-driven recommendations for optimization Automatically delivers formatted reports to your Slack channels Runs on a schedule (weekly/daily) or triggered manually How to set up Set up Claude AI integration (requires Anthropic API key) Configure Pipeboard's Meta Ads MCP connection Connect Slack to n8n via OAuth2 Create a list of client account IDs in the workflow configuration Customize your reporting template and Slack delivery settings Requirements n8n version 1.109.2 or newer. Claude AI API access (Anthropic) Pipeboard account Slack workspace access How to customize the workflow Adjust the date range and metrics to track Modify the AI prompts for different types of insights Configure multiple Slack channels for different clients Set up custom scheduling intervals Add email delivery as an additional output channel

Description This workflow automates the tracking of deal stage updates in HighLevel CRM and syncs them with ClickUp for task management. It filters opportunities based on the most recent update date, creates actionable tasks in ClickUp for recent deals, and sends Slack alerts when older deal updates are detected. This ensures that your sales and operations teams stay aligned, reducing manual tracking and improving visibility of pipeline activity. What This Template Does (Step-by-Step) 📋 Fetch All Deals from HighLevel CRM Pulls a complete list of opportunities with contact details and deal stages. ⏱ Filter Recent Deal Updates Checks if a deal was updated on/after a specific date (e.g., Sept 30, 2025). 🔀 Route Deals via If Node ✅ Recent Updates → Proceed to get contact details & create a task in ClickUp. ❌ Older Updates → Trigger a Slack notification for awareness. 👤 Get Contact Information Retrieves full contact details (name, location ID, etc.) from HighLevel for better context in tasks. 🗂 Create ClickUp Task Generates a new ClickUp task containing deal and contact information, ensuring your team has actionable follow-up tasks. 💬 Send Slack Notification Notifies a specified Slack user when a deal update is older than the defined threshold, highlighting deals that may need attention. Prerequisites HighLevel CRM account & API credentials ClickUp account & API credentials Slack workspace & API credentials n8n instance (cloud or self-hosted) Step-by-Step Setup Connect HighLevel CRM → Fetch all opportunities. Apply Date Filter (If Node) → Split deals into recent vs. old updates. Recent Deals → Fetch contact details → Create task in ClickUp. Old Deals → Send Slack notification to assigned user. Customization Ideas 🎯 Adjust the date threshold for “recent updates.” 📢 Add Slack/Teams alerts for new deals as well. 📚 Sync ClickUp tasks into Notion or Airtable for reporting. 💡 Enrich ClickUp tasks with deal value, stage, or assigned salesperson. Key Benefits ✅ Keeps deal updates transparent and organized ✅ Ensures no recent deal activity is missed ✅ Automates ClickUp task creation for sales follow-ups ✅ Sends real-time Slack alerts for old updates ✅ 100% automated, customizable workflow Perfect For 👥 Sales teams managing multiple deals daily 🏢 Companies using HighLevel CRM & ClickUp 🎯 Teams wanting instant visibility into pipeline changes 📊 Managers tracking deal activity timelines

Keep your Google Sheets contacts in sync with SeaTable Update or Insert records in SeaTable How it works Use a Google Sheet as your central contact list. For each contact in the sheet: Check if the record already exists in SeaTable (based on email). If it exists → update the record. If it doesn’t → insert the new contact. How to use Copy the Google Sheet Template Link. Get the Google Sheet ID (the string between d/ and /edit). In the workflow, set the Sheet ID in the settings node. In SeaTable, create or update a base with a Table1 containing these fields: email firstname lastname company Configure your Google Sheets and SeaTable credentials in n8n. Add your own contacts to the Google Sheet & run the workflow Requirements Google credentials (for Sheets access) SeaTable account (Cloud) n8n (tested on version 1.105.2, Ubuntu) Example use cases Maintain a central CRM-like database in SeaTable. Ensure consistent contact data when collecting leads in Google Sheets. Automate record deduplication (prevent duplicate entries). Need Help? Join the discussion here or contact me directly on LinkedIn. Ask the community in the n8n Forum.

Description: Keep your CRM always up to date by automatically syncing closed deals from Stripe into Google Sheets. This n8n workflow fetches all paid invoices, finds matching customer records in your CRM tracking sheet, removes duplicates, marks the deal as “Closed,” and updates the sheet in real time—eliminating manual updates and ensuring your sales pipeline reflects actual revenue. What This Template Does ⏰ Scheduled Trigger (Cron): Runs automatically at your chosen frequency (daily/hourly) to check Stripe for new paid invoices. 💳 Fetch Paid Invoices from Stripe: Calls the Stripe API to retrieve all invoices with status = “paid.” 📋 Split Invoice Array: Breaks down the list of paid invoices into individual records for easier processing. 🔍 Find Customer in CRM Sheet: Looks up each Stripe customer email against your Google Sheets CRM tracker to fetch HubSpot/Pipedrive Deal IDs. 🧹 Clean Data & Mark as Closed (Code Node): Removes duplicates, filters out empty rows, and tags deals with status = “Closed” (customizable to “Won” or your CRM’s terminology). ✅ Update CRM Sheet with Closed Deals: Updates your Google Sheet by matching records via Stripe Email and marking them as closed while preserving existing CRM IDs. 📈 Full Sync Summary: At the end, your CRM sheet reflects all customers who have completed payments in Stripe, ensuring your pipeline and revenue reporting stay aligned. Required Integrations ✅ Stripe API Credentials (for fetching paid invoices) ✅ Google Sheets OAuth2 API (for reading/writing CRM records) Ideal Use Cases 💼 Automatically close deals when payment is received 📊 Keep CRM pipeline metrics aligned with Stripe transactions 🧑‍💼 Sync sales & finance teams on deal status 🏢 Perfect for SaaS, e-commerce, or agencies handling recurring payments Why This Template is Powerful ✔ Removes manual CRM updates ✔ Prevents duplicate or missed records ✔ Ensures instant revenue recognition in CRM ✔ Easy to extend to HubSpot, Pipedrive, or Zoho

This workflow streamlines your lead management process by automatically capturing form submissions from Jotform, updating Attio CRM, and notifying your team (sales team for example) via Slack — all without manual work. How it works Receive Lead: A new submission is captured from Jotform (name, email, message). Prepare CRM: Checks if the Pending and Urgent deal stages exist in Attio CRM and creates them if they don’t exist. Checks if the Message column exists in Attio CRM and creates it if it doesn't exist. Lead Handling: If the lead doesn't exist in Attio CRM, the contact is created, a new deal is added to the Pending stage, and a Slack notification is sent. If the lead exists but has no deal, a new deal is added to Pending, and Slack is notified. If the lead exists with a deal, the deal is moved to the Urgent stage, and Slack is notified. Slack Notification: Your team (sales team for example) receives an instant Slack message whenever a new or existing lead is processed, so they can act fast. Requirements Make sure to have Jotform, Attio CRM and Slack accounts, then follow this video guide on how to start using this template.

This workflow allows you to create a new list, add a new contact to that list, update the contact, and get all contacts in the list using the Autopilot node. Autopilot node: This node will create a new list called n8n-docs in Autopilot. Autopilot1 node: This node creates a new contact and adds it to the list created in the previous node. Autopilot2 node: This node updates the information of the contact that we created in the previous node. Autopilot3 node: This node returns all the contacts of the n8n-docs list that we created using the Autopilot node.

🔒 N8N Security Audit Report - Automated Weekly Email 🎯 What does this workflow do? This workflow automatically generates and emails a comprehensive security audit report for your N8N instance every week. It identifies potential security risks related to: Credentials** 🔑 : Exposed or insecure credentials Nodes** 🧩 : Sensitive nodes (Code, HTTP Request, SSH, FTP, etc.) Instance settings** 🏢 : Global security configuration Community nodes** 📦 : Third-party nodes that may pose risks The report includes direct links to affected workflows, execution statuses, and actionable recommendations. ✨ Key Features 📊 Smart Risk Assessment Calculates overall risk level: 🟩 Low / 🟧 Moderate / 🟥 High Tracks unique credentials (not just total occurrences) Provides detailed breakdown by node type 🔗 Direct Workflow Links Clickable links to each workflow mentioned Shows last execution status (🟢 success / 🔴 failed) Displays execution timestamps 🌍 Bilingual Support Full support for French and English Switch language with a single variable 📧 Beautiful HTML Email Clean, professional formatting Color-coded risk levels Emoji icons for easy scanning 🚀 Quick Setup (5 minutes) 1️⃣ Configure Credentials N8N API**: Generate an API key in your N8N settings Gmail OAuth2**: Set up OAuth2 for Gmail sending 2️⃣ Set Your Variables Edit the "Set Config Variables" node: { "email_to": "your.email@domain.com", "project_name": "My-N8N-Project", "server_url": "https://n8n.yourdomain.com", // NO trailing slash! "Language": "EN" // or "FR" } 3️⃣ Test & Activate Click "Execute Workflow" to test Check your email inbox Activate for weekly automation 📧 Example Report Output Subject: 🔒 Audit Report My-Project – Risk 🟧 Moderate Content: 📊 Summary • Credentials involved: 8 (5 unique) • Nodes involved: 12 💻 code: 4 🌐 httpRequest: 3 🔐 ssh: 2 • Community nodes: 1 • Overall risk level: 🟧 Moderate 🔐 Credentials Risk Report 🔹 Credentials with full access 🔑 My AWS Credentials 🔑 Database Admin 📋 Workflow: Data Processing Pipeline 🟢 (25-10-2024 06:15 → 06:16) 💻 Process Data 🌐 API Call 🧩 Nodes Risk Report [...detailed node analysis...] 🎨 Customization Options Change Schedule Modify the "Schedule Trigger" node to run: Daily at 8 AM Monthly on the 1st Custom cron expression Add Recipients Add multiple emails in the Gmail node's toList parameter Adjust Risk Thresholds Edit the JavaScript in "Format Audit Report" nodes to customize when risk levels change Use Different Email Service Replace Gmail node with: SMTP Microsoft Outlook SendGrid Any email service N8N supports 💡 Use Cases ✅ Compliance Monitoring: Track security posture for audits ✅ Team Awareness: Keep your team informed of security status ✅ Change Detection: Notice when new risky nodes are added ✅ Best Practices: Get recommendations to improve security ✅ Multi-Environment: Run separate instances for dev/staging/prod 🔧 Technical Details Nodes Used: 8 Credentials Required: 2 (N8N API + Gmail OAuth2) External Dependencies: None N8N Version: Compatible with latest N8N versions Execution Time: ~10-20 seconds 📋 Requirements N8N instance with API access Gmail account (or other email service) N8N API key with audit permissions Valid SSL certificate for workflow links (recommended) 🐛 Troubleshooting Empty report? → Check your N8N API key has audit permissions Workflow links don't work? → Verify server_url is correct and has no trailing slash No execution status shown? → Workflows must have been executed at least once Wrong language displayed? → Set Language to exactly "FR" or "EN" (uppercase) 🌟 Why This Template? Unlike basic monitoring tools, this workflow: ✅ Provides context-aware security analysis ✅ Links directly to affected workflows ✅ Shows real execution data (not just theoretical risks) ✅ Calculates unique credential exposure (not just counts) ✅ Supports bilingual reports ✅ Delivers actionable recommendations 🤝 Feedback & Support Found this helpful? Please rate the template! Have suggestions? Drop a comment below. Pro tip: Combine this with N8N's native alerting for real-time incident response! Tags: #security #audit #monitoring #compliance #automation #email #reporting #credentials #governance 📜 License MIT - Feel free to modify and share!