Workflow Templates

Who is it for? This template is designed for school nutritionists, cafeteria managers, and school administrators who are responsible for managing student dietary needs and ensuring food safety. What it does The workflow operates in two main scenarios: immediate allergy alerting and proactive menu analysis. Automated Allergy Alert System: It reads upcoming menus, student allergy lists, and teacher rosters from your Google Sheets. If it finds a potential conflict—like a student with a dairy allergy scheduled for a cheese-based meal—it automatically sends a detailed, AI-generated alert to the correct teacher in Slack and logs the event in Google Drive. Proactive AI Menu Assistant: Beyond daily alerts, the workflow uses AI to analyze the entire monthly menu. It identifies "high-risk" days with numerous potential allergy issues and generates a strategic "Menu Improvement Report" with suggestions for safer, alternative dishes. This report is sent directly to you via Slack, helping you make informed decisions before finalizing the menu. Built-in Error Handling: If any part of the workflow fails, it immediately sends a detailed error notification to an administrator, ensuring the system remains reliable. How to set up Connect Credentials: First, ensure you have created and connected credentials for Google (for Sheets and Drive) and Slack in your n8n instance. Configure Google Sheets Nodes: In the three Read... nodes (Read Monthly Menu, Read Student Allergy List, Read Teacher List), update the Document ID and Sheet Name to point to your specific files. The column structure of your sheets should match the data being used in the workflow. Configure Slack Nodes: In all four Slack nodes, select the correct recipient User or Channel for each type of notification (e.g., send allergy alerts to teachers, but error alerts to your IT admin). Configure Google Drive Node: In the Log Alert to Google Drive node, select the target Drive and Folder where you want your audit logs to be saved. (Optional) Configure AI Model: You can configure the OpenRouter Chat Model nodes if you want to use a specific LLM or add your own API key. Requirements An active n8n instance. A Google account with access to Google Sheets and Google Drive. A Slack workspace and account. An OpenRouter account to power the AI features.

Why You Need This Right Now 💡 Stop the panic attacks. We've all been there - accidentally deleted a workflow that took hours to build, or worse, corrupted your entire automation setup. This workflow is your safety net. Save your weekends. Instead of spending hours recreating lost work, get back to what matters. One setup protects everything, automatically. Sleep better at night. Your workflows are safely stored in two places with full version history. If something breaks, you're back online in minutes, not days. Perfect For These Situations ⚡ ✅ Business owners running critical automations ✅ Agencies managing client workflows ✅ Teams who need audit trails ✅ Anyone who values their time and sanity How It Actually Works 🔧 Think of it like having a personal assistant who: Checks your workflows twice daily (you can change this) Creates organized backups with timestamps Stores them safely in Google Drive AND GitHub Tells you it's done via Telegram or Discord Keeps everything tidy with smart folder organization The result? A timestamped folder in your Google Drive and organized files in your GitHub repo. Everything is searchable, restorable, and audit-ready. Quick 5-Minute Setup 🚀 Import this workflow to your n8n Connect your accounts (Google Drive, GitHub, optional notifications) Set your preferences (which folder, which repo, how often) Test it once to make sure everything works Relax knowing your workflows are protected What You'll Need 📋 Your n8n instance (obviously!) Google Drive account (free works fine) GitHub account (free works too) 5 minutes of setup time Optional: Telegram or Discord for notifications Pro Tips for Power Users 🧠 Want to level up? Here are some ideas: Add encryption** for sensitive workflows Create restore workflows** for one-click recovery Set up pull requests** for team review of changes Customize schedules** based on your workflow update frequency Created by: khaisa Studio - Automation experts who actually use this stuff daily Tags: backup, automation, n8n, google-drive, github, workflow-protection, business-continuity Questions? Get in touch - I'm always happy to help fellow automation enthusiasts! Remember: The best backup is the one you set up before you need it. Your future self will thank you!

Automatically import new user signups from any database, filter by signup date, and enroll users into your Saleshandy email sequence for immediate engagement. Activity is logged to a spreadsheet (e.g., Google Sheets) for tracking and analytics. Fully configurable, no hardcoded values. Prerequisites A database with a users table (fields: id, full_name, email, created_at) Saleshandy account with API key and an active sequence. Spreadsheet (e.g., Google Sheets) with columns: ID, Name, Email, Created_at Configured OAuth/API credentials for each service How It Works Fetches new signups from your database within your desired date range (e.g., daily or weekly). Splits user names and formats user data as needed. Adds each user to your Saleshandy sequence using their name and email. Logs every processed record in your spreadsheet for further tracking and analytics. Runs automatically on your defined schedule (example: daily trigger). Set Up Steps Estimated time: 10–20 minutes Collect your database and Saleshandy access credentials, and spreadsheet info. Edit database node(s) to include your connection and correct date filter. Set your Saleshandy API key and target sequence ID. Enter your spreadsheet link or ID and authenticate as needed. Test the workflow with a small user batch before scheduling it for routine runs. Check sticky notes by each workflow node for details and best practices. Requirements Database connection credentials and access Saleshandy API key and sequence ID Google Sheets (or alternative) setup credentials Customisation Tips Edit the date filter to adjust the range (last day, week, month, or custom) Add error-handling nodes to catch issues with API calls or data Set up notifications (email, Slack, etc.) for process success/failure Rename nodes to reflect your business logic or steps Replace the manual trigger with a webhook or scheduled cron if desired Configure workflow variables for all credentials and IDs—avoid hardcoding

Landing Page Lead Intake via Webhook to Zoho CRM, Jira Task & Slack Alerts This n8n workflow captures lead data from a landing-page webhook, validates required fields and then processes the lead by creating a Zoho CRM Lead, generating a Jira Task and notifying a Slack channel. If required fields are missing, the workflow skips CRM + Jira creation and instead notifies Slack with available lead details. ⚡ Quick Start: 5-Step Fast Implementation Import this workflow JSON into n8n. Configure credentials: Zoho CRM OAuth2, Jira Cloud, Slack OAuth2. Copy the webhook URL and connect it to your landing page form. Ensure your form sends: first_name, last_name, company_name, email, phone, title, description, referrer. Activate workflow → send test POST → verify Zoho, Jira & Slack outputs. What It Does This workflow works as an automated lead pipeline. When the landing page sends JSON to the webhook, the workflow checks if last_name and company_name are present. If both fields exist, it proceeds to create a Zoho CRM lead, then generates a Jira task using the same data. A detailed Slack message is then posted with all lead information and the newly created Jira task ID. If any of the required fields are missing, the workflow does not create CRM or Jira entries. Instead, it sends a Slack notification with available details so teams can intervene manually without incorrect CRM data entry. Who’s It For Marketing teams capturing leads from landing pages. Sales teams using CRM and Jira for task tracking. Internal teams who want Slack alerts for new leads. Agencies and startups handling inbound lead flow. Anyone requiring automated lead routing without manual work. Prerequisites n8n instance Zoho CRM OAuth2 credential Jira Software Cloud credential Slack OAuth2 credential A landing page that sends POST JSON payloads Required payload fields: first_name last_name company_name email phone title description referrer How to Use & Setup Step 1: Import Workflow Go to n8n → Workflows → Import workflow JSON. Step 2: Configure Credentials Add your credentials in: Zoho CRM (Create a lead) Jira Software Cloud (Create an issue) Slack (Send a message & Send a message1) Step 3: Connect Webhook Copy the Webhook URL from the Webhook node and configure your landing page to send POST JSON to it. Step 4: Field Validation The If node checks: last_name exists company_name exists If both exist → CRM + Jira + Slack If missing → Slack-only alert Step 5: Test Workflow Send sample JSON using your landing page or Postman. Check Zoho CRM, Jira task creation, and Slack messages. Step 6: Activate Workflow Enable workflow after verification. How To Customize Nodes? Webhook Node Add/remove expected fields Modify payload structure If Node Add more validations Switch to OR logic Zoho CRM Lead Node Add additional fields Modify CRM field mapping Jira Task Node Change project, issue type, priority, assignee Modify description template Slack Nodes Change channel Rewrite notification messages Add Slack formatting Add-ons (Optional Enhancements) Email notification to lead Google Sheets entry logging Duplicate lead detection Lead scoring system CRM sync extensions (Contact, Account, etc.) Use Case Examples Marketing campaign lead automation. Instant Slack alerts for new inbound leads. Customer inquiry → Jira task workflow. Data quality enforcement (avoid CRM pollution). Trigger for larger lead qualification workflow. (And many more possible use cases.) Troubleshooting Guide | Issue | Possible Cause | Solution | |-------|----------------|----------| | Webhook not triggered | Wrong webhook URL or wrong HTTP method | Check URL and ensure POST is used | | Zoho lead not created | Invalid credentials or missing required mapping | Reconnect Zoho credentials and verify fields | | Jira task not created | Wrong project/issue/assignee config | Verify project, issue type & permissions | | Slack message not sent | Token expired or incorrect channel ID | Re-authenticate Slack and confirm channel | | Workflow stops at If node | last_name or company_name missing | Update landing page form to include fields | | Slack message missing values | Wrong field names in payload | Ensure JSON fields match expected structure | Need Help? For assistance with setup, customization or building enhanced automation workflows, our n8n team at WeblineIndia can help you build & optimize your automations. We support: Workflow customization Add-on development Integration with other CRMs or apps Advanced automation logic

CSO Agent with Sales Team Description Complete AI-powered sales department with a Chief Sales Officer (CSO) agent orchestrating specialized sales team members for comprehensive revenue operations and sales automation. Overview This n8n workflow creates a comprehensive sales department using AI agents. The CSO agent analyzes sales opportunities and delegates tasks to specialized agents for lead generation, copywriting, proposals, objection handling, demos, and follow-up sequences. Features Strategic CSO agent using OpenAI O3 for complex sales strategy and decision-making Six specialized sales agents powered by GPT-4.1-mini for efficient execution Complete sales funnel coverage from lead generation to deal closure Automated proposal and contract generation Objection handling playbooks and closing techniques Demo preparation and presentation materials Follow-up and nurture campaign automation Team Structure CSO Agent**: Strategic sales oversight and team coordination (O3 model) Lead Generation Specialist**: Prospecting, research, qualification, cold outreach Sales Copywriter**: Pitch decks, proposals, sales collateral, persuasive content Proposal & Contract Specialist**: Deal structuring, terms negotiation, contracts Objection Handler**: Sales objections, responses, closing techniques Demo & Presentation Expert**: Demo scripts, presentation materials, call preparation Follow-up & Nurture Specialist**: Sequence campaigns, relationship building 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 sales requests via chat (e.g., "Create a complete B2B SaaS sales campaign") The CSO will analyze and delegate to appropriate specialists Receive comprehensive sales deliverables and strategies Use Cases Complete Sales Funnels**: Lead generation → Qualification → Demo → Proposal → Close Account-Based Sales**: Personalized outreach strategies for enterprise accounts Product Launch Sales**: Go-to-market strategy with full sales enablement Objection Playbooks**: Comprehensive responses to common sales objections Demo Optimization**: Compelling presentations tailored to different audiences Follow-up Automation**: Systematic nurturing to prevent lead loss Proposal Generation**: Professional proposals with terms and pricing Sales Training**: Objection handling and closing technique development Requirements n8n instance with LangChain nodes OpenAI API access (O3 for CSO, GPT-4.1-mini for specialists) Webhook capability for chat interactions Optional: Integration with CRM systems (Salesforce, HubSpot, etc.) Cost Optimization O3 model used only for strategic CSO decisions GPT-4.1-mini provides 90% cost reduction for specialist tasks Parallel processing enables simultaneous agent execution Template library reduces redundant content generation Integration Options Connect to CRM systems for lead management Integrate with email platforms for outreach automation Link to proposal and contract management tools Export to sales enablement platforms Performance Metrics Lead qualification accuracy and conversion rates Proposal win rates and deal velocity Objection handling success rates Demo-to-close conversion optimization Follow-up engagement and response rates Contact & Resources Website**: nofluff.online YouTube**: @YaronBeen LinkedIn**: Yaron Been Tags #SalesOps #LeadGeneration #SalesEnablement #RevenueGrowth #SalesAutomation #B2BSales #SalesStrategy #ProposalAutomation #DemoOptimization #SalesAI #n8n #OpenAI #MultiAgentSystem #SalesTech #RevOps #PipelineAutomation

This workflow allows you to send daily weather updates via an SMS message using the Plivo node. Cron node: The Cron node will trigger the workflow daily at 9 AM. OpenWeatherMap node: This node will return data about the current weather in Berlin. To get the weather updates for your city, you can enter the name of your city instead. Plivo node: This node will send an SMS with the weather update, which was sent by the previous node.

This workflow uses a WooCommerce trigger that will run when a new customer has been added, It will then add the customer to Mautic. To use this workflow you will need to set the credentials to use for the WooCommerce and Mautic nodes.

This workflow allows you to create an affiliate, add metadata, and add the affiliate to a program. Tapfiliate node: This node allows you to create a new affiliate in Tapfiliate. Tapfiliate1 node: This node allows you add metadata to the affiliate that you created previously. Based on your use-case, you may or may not require this node. Tapfiliate2 node: This node allows you to add the affiliate that you created previously to a program. Based on your use-case, you might want to replace the Start node with a trigger node that gets you the information of an affiliate.

🔧 AI-Powered Cold Call Machine 🎯 Purpose The AI-Powered Cold Call Machine is a fully automated workflow designed to generate qualified leads from LinkedIn, evaluate them using AI-based scoring, identify key decision-makers, and generate personalized cold call scripts. All results are saved to a Google Sheet-based CRM. ⚙️ How It Works 1. Initialization Triggered either manually or via schedule. Pulls configuration from a Google Sheet’s Settings tab (e.g., target product, keywords, company size, API key). 2. Company Search on LinkedIn Uses the Ghost Genius API to search for companies based on cleaned, relevant keywords extracted by OpenAI. Handles pagination, up to 1000 companies per batch. 3. Company Filtering Each company goes through: Data enrichment via Ghost Genius (website, size, followers, etc.). Filtering: Must have a LinkedIn page with a website. Must have 200+ followers. Deduplication: checks if the company already exists in the CRM. 4. AI-Based Company Scoring A specialized AI model scores each company from 0 to 10 based on: Industry fit. Size/location alignment. Potential pain points that match your offering. If the company is new and relevant (score ≥ 7), it is saved in the Companies sheet. 5. Decision Maker Identification Uses Sales Navigator API (via Ghost Genius) to find employees with targeted job titles. For each matching profile: Enriches contact data (title, bio, etc.). Retrieves phone number (if available). Generates a 20-second personalized cold call script using OpenAI, based on company and profile data. Saves all information in the Leads tab of the CRM. If no decision maker is found, the company status is marked accordingly. 📈 Outcome A fully enriched, qualified lead database. Custom cold call scripts** ready to be used by SDRs or founders. Zero manual work – from search to lead generation, everything is automated. 💡 Use Case Perfect for SDRs, founders, or growth marketers looking to scale cold outreach without sacrificing personalization or running into LinkedIn scraping limits.

Description: Turn raw customer feedback into actionable insights with this intelligent n8n workflow template! Automatically capture reviews from Google Sheets, run AI-driven sentiment and intent analysis, and enrich your dataset with structured insights—no manual review required. This automation connects to your feedback form responses, processes reviews with an AI model, classifies intent, evaluates sentiment, assigns a score, and generates concise summaries. The results are then parsed, merged with original customer details, and stored in a structured Google Sheet for easy tracking. Perfect for sales, product, and customer success teams looking to streamline lead qualification and feedback analysis. What This Template Does: 📊 Captures new customer feedback from Google Sheets in real time 🧠 Uses AI to classify intent (praise, complaint, suggestion, etc.) 😊 Detects sentiment (positive, neutral, negative, or mixed) 🔢 Assigns a review score (1–10) for quick lead qualification 📝 Generates short, meaningful summaries of customer reviews 📂 Saves enriched data into a structured destination sheet 🌟 100% hands-free: just let AI process and organize your feedback Built-in Logic Ensures: ✔️ Clean JSON-based AI output (intent, sentiment, score, summary) ✔️ Customer details remain tied to their feedback and insights ✔️ Final dataset is ready for reporting, CRM import, or dashboards Requirements: Google Sheets with customer feedback form responses Google Sheets account for storing enriched data Azure OpenAI (or compatible) account for AI analysis n8n instance (self-hosted or cloud) Perfect For: Sales teams qualifying leads based on review sentiment Product managers analyzing user feedback at scale Customer success teams identifying risks and opportunities Analysts turning unstructured reviews into actionable insights

🧩 What Problem Does It Solve? Meta’s ad forms often generate unqualified leads from casual scrollers. This workflow uses WhatsApp and AI to automatically verify, qualify, and prioritize real leads — saving time and boosting sales efficiency. 📝 Description This workflow automates lead qualification for businesses using Meta Ads (Facebook/Instagram Lead Ads) to filter out irrelevant leads. It ensures only confirmed prospects enter your CRM by: Collecting new Facebook leads Verifying via WhatsApp confirmation Classifying responses with AI Updating CRM status based on intent When a new Facebook lead arrives: Lead details are extracted (name/phone/email) Zoho CRM is checked for existing contacts WhatsApp confirmation request is sent AI classifies the response (confirmed/declined/human/invalid) CRM status is updated automatically Sales team receives only verified leads 🎯 Key Advantages for Meta Ads ✅ Blocks 60%+ irrelevant leads based on WhatsApp non-response ✅ Reduces fake submissions by requiring active confirmation ✅ Prevents CRM bloat through duplicate checking ✅ Identifies hot leads via instant "human_requested" escalation ✅ Saves sales team hours by auto-declining "no" responses 🛠️ Features Facebook Lead Ads integration via Graph API WhatsApp messaging via Twilio AI response classification (Gemini) Zoho CRM synchronization Duplicate lead prevention Customizable confirmation flow Error-resistant JSON parsing CRM owner assignment Status-based routing 🔧 Requirements Facebook Access Token with ads_management & leads_retrieval permissions Twilio Account with WhatsApp-enabled number Zoho CRM with custom "Status" field Gemini API Key (or alternative LLM) n8n credentials configured for: Twilio (API SID/token) Zoho CRM (OAuth2) Google Gemini (or alternative LLM) ⚙️ Customization Tips 1-Adjust Classification Criteria Modify the AI prompt in Classify Response (AI) node 2-Customize CRM Status Values Update field IDs in Zoho nodes 3-Modify Messaging Edit WhatsApp templates in Send WhatsApp Confirmation 4-Set Owner Assignment Replace owner ID in Prepare Owner ID node 🧠 Use Case Examples Real Estate Agencies: Filter speculative inquiries from serious buyers Medical Clinics: Verify appointment requests before scheduling SAAS Companies: Qualify free trial sign-ups Education Providers: Confirm course interest before counselor assignment Auto Dealerships: Screen test drive requests from tire-kickers If you need help get in touch on Linkedin

📊 Log BTC/ETH Prices and USD Exchange Rates to Notion (Hourly) 📌 Overview This workflow automatically logs live crypto prices (Bitcoin & Ethereum) and fiat exchange rates (USD→EUR / USD→NGN) into a Notion database every hour. Each entry becomes a new row in your Notion dashboard, letting you visualize currency and crypto trends side by side. It’s perfect for traders, analysts, and anyone who wants a single source of truth in Notion without needing multiple apps open. With hourly updates, you’ll have a clean data history for building rollups, trend graphs, or financial dashboards. ⚙️ How it works Schedule Trigger — runs every hour (adjustable via cron). HTTP Request (ExchangeRate-API) — fetches USD-base FX rates (no API key required). HTTP Request (CoinGecko) — fetches BTC & ETH prices + 24h % change (no API key required). Merge — combines both payloads. Code (v2) — formats a Notion-ready JSON payload with the correct fields. Notion Node — creates a new page in your database with mapped properties. Example Row in Notion: Title: Crypto+FX — 2025-09-08 09:00 BTC: 112,417 | BTC_24h: +1.22% ETH: 4,334.57 | ETH_24h: +1.33% USD→EUR: 0.854 | USD→NGN: ₦1,524.54 🛠 Setup Guide 1) Create the Notion database In Notion, create a new database (Table view). Add these columns with matching property types: | Column | Property Type | |------------|---------------| | Title | Title | | BTC | Number | | BTC_24h | Number | | ETH | Number | | ETH_24h | Number | | USD_EUR | Number | | USD_NGN | Number | 2) Connect Notion in n8n In the Notion “Create Page” node, connect with your Notion OAuth2 credentials. On first use, you’ll be redirected to authorize n8n with your Notion workspace. Copy your Database ID (from the Notion URL) and paste it into the node. 3) Map the Code output The Code node outputs JSON fields: BTC, BTC_24h, ETH, ETH_24h, USD_EUR, USD_NGN. In the Notion node, map each property: BTC → {{$json.BTC}} BTC_24h → {{$json.BTC_24h}} ETH → {{$json.ETH}} ETH_24h → {{$json.ETH_24h}} USD_EUR → {{$json.USD_EUR}} USD_NGN → {{$json.USD_NGN}} 4) Test Run the workflow once. Confirm that a new page is added to your Notion database with all values filled. 🎛 Customization Cadence:** change the schedule to 10 minutes, 4 hours, or daily depending on your needs. Extra coins:** add more IDs (e.g., solana, bnb) in the CoinGecko call and update the Code node. Extra FX pairs:** expand from ExchangeRate-API (e.g., USD→GBP, USD→ZAR). Notion dashboards:** use rollups, charts, and linked databases for trend visualization. Formatting:** add emojis, colors, or sections in your Notion view for clarity. 🧩 Troubleshooting Page not created:** verify Database ID and ensure the Notion API integration has access. Empty fields:** check that property names in Notion exactly match those used in the Code node. Wrong data type:* make sure properties are set as *Number**, not Text. Rate limits:** CoinGecko and ExchangeRate-API are free but may rate-limit if called too often; keep cadence reasonable (hourly recommended).