Workflow Templates

📘 Description: This workflow creates a fully interactive AI-powered Sales CRM Chatbot inside n8n, capable of understanding user queries, searching Google Sheets for CRM data, and responding intelligently based on real records. It integrates GPT-4o-mini with two live data sources—Outreach Automation Sheet and GHL Opportunity Database—allowing the bot to answer questions about leads, contact details, proposal links, outreach status, and opportunity information. The bot follows strict rules: it never guesses data, always performs lookups before answering, and remembers short-term conversation history for multi-turn chats. Every interaction is logged into a “chat_memory” sheet, while invalid responses are captured separately for debugging. The result is a real-time Sales Assistant Chat Interface that combines AI reasoning, structured tool calls, CRM lookups, and persistent memory. ⚙️ What This Workflow Does (Step-by-Step) ▶️ When Chat Message Received (Chat Trigger) Starts the workflow whenever a user sends a message in the n8n Chat UI. Captures chatInput, session ID, and context for the conversation. 🧠 OpenAI Chat Model (GPT-4o-mini) Provides the AI reasoning engine used by the Sales CRM Router. Handles intent detection, tool-call planning, data interpretation, and conversational flow. 🤖 AI Sales CRM Router (Agent Node) The brain of the system. Responsibilities: Understand user intent Identify if a lookup is required Automatically call the correct Google Sheets tool Enforce strict “lookup before answer” rules Produce structured, helpful responses Ask for missing details when lookup fails Uses JSON-formatted tool-calls exactly as defined in the system prompt. 📂 Google Sheets Tool — Outreach Sheet Queries the outreach automation sheet. Used when user asks about: Lead status Outreach progress Proposal links Contact email/name lookup Follow-up details 📂 Google Sheets Tool — Opportunity Sheet Queries the ghl database sheet. Used for: GHL opportunity details Pipeline stage Deal value Assigned representative Company details 🧠 Conversation Memory Buffer (Short-Term Memory) Stores the last 7 conversational turns. Allows multi-turn interactions where the AI remembers previous questions and context within a session. 🔍 Validate AI Output Payload (IF Node) Ensures the AI produced a valid output. ✅ If valid → saved to chat memory + returned to user ❌ If invalid → logged for review in error sheet 🗂️ Write Chat Memory to Google Sheets Appends: Timestamp Session ID User message AI response to the chat_memory sheet. Creates a complete audit trail for every conversation. ⚠️ Log Invalid Chat Records to Google Sheets Captures failed or empty responses. Helps debug incorrect tool calls or malformed AI outputs. 💬 Send Chat Response Delivers the AI’s final message back to the user instantly in the n8n chat window. 🧩 Prerequisites OpenAI GPT-4o-mini API key Google Sheets OAuth (Techdome account) Structured Outreach Automation & GHL Opportunity sheets n8n Chat UI enabled 💡 Key Benefits ✅ Real-time lead + opportunity lookup directly inside chat ✅ Fail-safe, rule-driven AI that never “hallucinates” data ✅ Multi-turn memory for natural conversation ✅ All chats logged for training and QA ✅ Perfect internal CRM companion for sales teams 👥 Perfect For Sales teams needing instant CRM insights Outreach teams checking proposal status SDRs handling lead follow-ups Anyone wanting AI-assisted CRM conversations inside n8n

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

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.

This n8n template automates turning your Closed-Won HubSpot deals into lookalike prospects using the CompanyEnrich Similar Companies API. Instead of manually guessing who looks like your best customers, this workflow takes your top-performing companies from HubSpot, finds highly similar companies and pushes the results into a Google Sheet ready for outreach or further enrichment. It’s ideal for GTM, sales, and growth teams who want to scale what already works. Good to know This workflow uses company domains as seeds for lookalike generation. Make sure your HubSpot company records have valid domains. Lookalike results are query-based, meaning the same company can appear in different runs if it matches the input at that moment. The Google Sheet uses the domain column to avoid duplicates when appending or updating rows. Credit usage depends on the number of similar companies returned by the CompanyEnrich API. How it works The Schedule Trigger runs the workflow on a defined interval (weekly by default). HubSpot companies are fetched using the HubSpot Get Companies node. A custom filter selects the top-performing companies (based on revenue percentile). Company domains are extracted and passed into the CompanyEnrich Similar Companies API. Similar companies are returned and split into individual rows. The enriched company data is cleaned and normalized. Results are appended or updated in a connected Google Sheet. How to use Connect your HubSpot app with company read access. Add your CompanyEnrich API key to the HTTP Request node. Connect your Google Sheets account and select a sheet with a domain column. Adjust the schedule or top-percentage filter if needed. Activate the workflow and let it run automatically. Requirements HubSpot app (Company read access) CompanyEnrich API key Google Sheets account n8n instance with HTTP and HubSpot nodes enabled Customising this workflow Change the Top_Percent value to control how many of your best customers are used as seeds. Modify the schedule interval to run daily, weekly, or on demand. Extend the workflow to push results into a CRM, enrichment pipeline, or outbound tool. Add additional filters (industry, location, employee size) before writing to Sheets.

🧑‍💻 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

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 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

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

Overview This n8n template tracks GitHub Trending repositories (daily/weekly/monthly), parses the trending page into structured data (rank, repo name, stars, language, etc.), and stores results in Google Sheets with automatic deduping. It’s designed for teams who want a simple “trending feed” for engineering research, developer tooling discovery, and weekly reporting. Who is this for? Developers, PMs, DevRel, and tooling teams who want a lightweight trend radar Anyone building a curated list of fast-rising open source projects Teams who want Sheets-based tracking without manual copy/paste What problems it solves Automatically collects GitHub Trending data on a schedule Prevents duplicate rows using a stable dedupe_key Updates existing rows when values change (rank/stars/score) How it works A schedule triggers the workflow. Inputs define the trending window (daily, weekly, or monthly) and optional languages. ScrapeOps fetches the GitHub Trending HTML reliably. The workflow parses repositories and ranks from the HTML. Cleaned rows are written to Google Sheets using Append or Update Row matching on dedupe_key. Setup steps (~5–10 minutes) 1) ScrapeOps Register & get an API key: https://scrapeops.io/app/register/n8n Read the n8n overview: https://scrapeops.io/docs/n8n/overview/ (Optional) Learn ScrapeOps Proxy API features: https://scrapeops.io/docs/n8n/proxy-api/ 2) Google Sheets Duplicate this sheet/create a Sheet and add a trending_raw tab. Add columns used by the workflow (e.g. captured_at, since, source_url, rank_on_page, full_name, repo_url, stars_total, forks_total, stars_in_period, score, dedupe_key). In the Google Sheets node, choose Append or Update Row and set Column to match on = dedupe_key. 3) Customize Change since to daily/weekly/monthly in the Inputs node. Add languages via languages_csv (example: any,python,go,rust). Adjust delay if needed. Pre-conditions ScrapeOps account + API key configured in n8n Google Sheets credentials connected in n8n A Sheet tab named trending_raw with matching columns Disclaimer This template uses ScrapeOps as a community node. You are responsible for complying with GitHub’s Terms of Service, robots directives, and applicable laws in your jurisdiction. Scraping targets can change at any time; you may need to update wait times and parsing logic accordingly. Use responsibly for legitimate business purposes.

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.

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.