Workflow Templates

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.

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

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.

Who’s it for This workflow is for contractors, freelancers, local service businesses, and small teams that receive leads and customer requests through Gmail but do not have a dedicated sales or admin team. What it does This template turns Gmail into an AI lead desk and follow-up tracker. It filters inbox noise, reads real customer emails, and classifies each message by urgency, intent, sentiment, department, technical details, and business value. Each email gets a color-coded response deadline: RED: critical issue, respond within 1 hour ORANGE: urgent lead or follow-up, respond within 4 hours YELLOW: standard lead or request, respond within 24 hours GREEN: low-priority message, respond within 48 hours The first workflow watches Gmail, retrieves and cleans the email, classifies it with AI, and publishes the structured case to Redis. The second workflow listens for Redis events and logs each case to Supabase/PostgreSQL as a lightweight CRM and follow-up dashboard. Requirements Gmail OAuth2 credentials Groq API credentials Redis credentials Supabase/PostgreSQL credentials Optional Mem0 API credentials How to customize Update the blocked Gmail labels, AI prompt, response deadlines, Redis channel, Supabase schema, owner alert logic, and dashboard views to match your business process.

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

🔧 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.

Job offers are a goldmine of information. Use them to boost your outreach results. They'll give you: more context to personalize your messaging a steady flow of new leads the right timing to contact your lead

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

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

How it works This workflow automatically uploads YouTube Shorts from a Google Drive folder. It picks one video at each run, generates a YouTube-optimized title, description, and hashtags using an AI model, uploads the video through YouTube’s resumable upload API, and finally moves the processed video to a “Posted” folder. Key steps Run on a schedule (daily/hourly/custom CRON) Fetch one video from a selected Google Drive folder Generate title + description + hashtags using an LLM Prepare YouTube metadata Upload the video via resumable upload Move the file to a “posted” folder to avoid duplicates Setup instructions Connect your Google Drive credentials Connect your YouTube OAuth2 credentials Update the Drive folder IDs (input + posted folders) Edit the “Set variables” node to change store name, country, coupon code, and tone Review the prompt in the AI node if you want to customize content style All technical details are documented inside the sticky notes within the workflow.