Workflow Templates

This n8n template from Intuz provides a complete solution to automate your expense approval and accounting process. It seamlessly connects an Airtable base, where expenses are submitted, to your QuickBooks account, eliminating manual data entry and ensuring financial records are always up-to-date. Who's this workflow for? Accountants & Bookkeepers Small Business Owners Finance Teams Operations Managers How it works 1. Trigger on New Expense: The workflow starts automatically when a new expense record is added to your Airtable base. 2. Filter for Approval: It checks if the expense's Status field is marked as "Approved". Unapproved items are ignored. 3. Create Expense in QuickBooks: For every approved item, the workflow creates a new expense record in QuickBooks, mapping data like amount, date, vendor, and accounts directly from Airtable. 4. Download and Upload Receipt: It downloads the receipt from the URL provided in Airtable and uploads it as an attachment to the corresponding expense record in QuickBooks. 5. Update Airtable Status: Once the expense and receipt are successfully logged in QuickBooks, the workflow updates the record's Status in Airtable to "Done", closing the loop. Setup Instructions 1. Airtable Configuration: Create an Airtable base with a table for your expenses. Ensure your table includes the following columns: Status, Receipt URL, Amount, Date, Memo, QBO Vendor ID, QBO Expense Account ID, and QBO Payment Account ID. Connect your Airtable account to n8n. In the Airtable Trigger, Search records, and Update record nodes, select your credentials and specify your Base ID and Table ID. 2. QuickBooks Configuration: Connect your QuickBooks account to n8n using OAuth2 credentials. In the QBO-Create Expense and QBO-Upload File nodes, replace {YOUR_QUICKBOOKS_COMPANY_ID} in the URL with your actual QuickBooks Company ID. Ensure the Vendor ID and Account IDs in your Airtable records correspond to valid IDs in your QuickBooks account. 3. Activate Workflow: Save the workflow and toggle the "Active" switch to ON. Your expense management is now fully automated! Connect with us: Website: https://www.intuz.com/services Email: getstarted@intuz.com LinkedIn: https://www.linkedin.com/company/intuz Get Started: https://n8n.partnerlinks.io/intuz For Custom Worflow Automation Click here- Get Started

Community Node Disclaimer: This workflow uses KlickTipp community nodes. How It Works This workflow listens for new or updated customers and for checkout confirmations in Stripe and automatically creates or updates contacts in KlickTipp, enriching profiles for segmentation and automated messaging. Tags are applied dynamically: high-value orders (≥100) get a Premium Customer tag, and purchases with certain SKUs (e.g., clothing) receive product-based tags. The process keeps your database clean, accurate, and updated in real time for targeted campaigns. Perfect for digital product sellers, course creators, and service providers seeking an end-to-end automated sales confirmation process. Setup Instructions KlickTipp Preparation Prepare custom fields Products (Text) Total (Decimal Number) Payment ID (Text) Receipt URL (URL) Prepare tags: Premium customer Clothing buyer Credential Configuration Connect your Stripe account using an API key from the Stripe Dashboard. Authenticate your KlickTipp connection with username/password credentials (API access required). Customization Launch upsell or membership campaigns using tags. Use KlickTipp placeholders ([[Stripe | Products]], [[Stripe | Total]], etc.) for dynamic emails. Route buyers to portals (e.g., Memberspot, Mentortools). Trigger CRM, Slack notification, or invoice creation.

Gather leads into Mailchimp, automate marketing, and sales process.

This workflow automates the process of scraping local business listings from Google Maps and generating clean, AI-powered summaries for each one — using Apify (community node) and OpenAI’s GPT-4o. All results are then saved automatically into Google Sheets, ready for lead generation, enrichment, or outreach. What it does This workflow saves hours of manual research by automatically: Scraping structured business data from Google Maps (name, category, address, phone, website, etc.) Creating natural-language summaries for each business using GPT-4o Storing everything into Google Sheets — perfectly formatted for outreach or CRM import Who’s it for This automation is ideal for: Lead generators and sales teams building B2B lists from local businesses Freelancers and agencies prospecting new clients in specific cities or industries Recruiters or marketers looking to enrich business data for campaigns Automation enthusiasts who want to summarize and structure raw scraped data — without writing a single line of code How it works Trigger: The workflow starts manually via the Execute Workflow trigger (ideal for testing or batch runs). Scrape: It uses an Apify actor to scrape Google Maps search results and collect structured business info (name, category, address, phone, website, Google Maps URL...). Fetch Data: The dataset is retrieved from Apify using the actor's dataset ID, and each business is loaded for processing. Deduplicate: Removes duplicate business listings to keep your database clean. Loop Over: Iterates over each business to generate a clean summary, one at a time. Generate Summary: Sends the business data to OpenAI to generate a human-readable paragraph (including name, category, address, city, phone, and Google Maps link). Store: Appends the summarized info into a Google Sheet — your final lead database. Pause for rate limit: Adds a short delay (optional) to control flow or avoid rate limits. Customization Tips Change the Apify search query to target different cities, industries, or keywords. Adjust the OpenAI prompt to include tone, length, or focus areas (e.g., add business highlights). Add filters (e.g., add-on: reviews, add-on: images, etc.). Setup Guide Apify Setup Use a Google Maps scraping actor in Apify. Copy your Actor ID and Token — add them to your Apify node in n8n. Note your Dataset ID (where results are stored). OpenAI Setup Add your OpenAI API key to the Generate Summary node. The model gpt-4o is recommended for best quality/cost balance. Google Sheets Setup Connect your Google account. How to use Set up your Apify actor for Google Maps scraping (or use a prebuilt one). Connect your OpenAI API key to the Message node (company summary). Connect your Google Sheets account and select the target sheet. Run the workflow → it will: 1 Scrape business data 2 Clean and summarize each one 3 Save everything to your spreadsheet. Requirements ✅ A working Apify actor that scrapes Google Maps listings ✅ An OpenAI account (GPT-4) with API access ✅ A Google Sheet for storing the summarized results ❓ Need help Contact me for consulting and support: LinkedIn / YouTube / Skool

How It Works: The 5-Node Security Flow This workflow efficiently performs a scheduled file integrity audit. 1. Scheduled Check (Cron Node) This is the workflow's trigger. It schedules the workflow to run at a specific, regular interval. Function:** Continuously runs on a set schedule, for example, daily at 3:00 AM. Process:** The Cron node automatically initiates the workflow on its schedule, ensuring consistent file integrity checks without manual intervention. 2. List Files & Checksums (Code Node) This node acts as your static database, defining which files to monitor and their known-good checksums. Function:** Stores the file paths and their verified checksums in a single, easy-to-update array. Process:** It configures the file paths and their valid checksums, which are then passed on to subsequent nodes for processing. 3. Get Remote File Checksum (SSH Node) This node connects to your remote server to get the current checksum of the file being monitored. Function:** Executes a command on your server via SSH. Process:** It runs a command like sha256sum /path/to/file on the server. The current checksum is then captured and passed to the next node for comparison. 4. Checksums Match? (If Node) This is the core detection logic. It compares the newly retrieved checksum from the server with the known-good checksum you stored. Function:** Compares the two checksum values. Process:* If the checksums *do not match**, it indicates a change in the file, and the workflow is routed to the notification node. If they do match, the workflow ends safely. 5. Send Alert (Slack Node) / End Workflow (No-Op Node) These nodes represent the final action of the workflow. Function:** Responds to a detected file change. Process:* If the checksums don't match, the *Slack* node sends a detailed alert with information about the modified file, the expected checksum, and the detected checksum. If the checksums match, the *No-Op** node ends the workflow without any notification. How to Set Up Implementing this essential cybersecurity monitor in your n8n instance is quick and straightforward. 1. Prepare Your Credentials & Server Before building the workflow, ensure all necessary accounts are set up and their credentials are ready. SSH Credential:* Set up an *SSH credential** in n8n with your server's hostname, port, and authentication method (e.g., private key or password). The SSH user must have permission to run sha256sum on the files you want to monitor. Slack Credential:* Set up a *Slack credential* in n8n and note the *Channel ID** of your security alert channel (e.g., #security-alerts). Get Checksums:* *This is a critical step.** Manually run the sha256sum [file_path] command on your server for each file you want to monitor. Copy and save the generated checksum values—these are the "known-good" checksums you will use as your reference. 2. Import the Workflow JSON Get the workflow structure into your n8n instance. Import:** In your n8n instance, navigate to the "Workflows" section. Click the "New" or "+" icon, then select "Import from JSON." Paste the provided JSON code into the import dialog and import the workflow. 3. Configure the Nodes Customize the imported workflow to fit your specific monitoring needs. Scheduled Check (Cron):** Set the schedule according to your preference (e.g., daily at 3:00 AM). List Files & Checksums (Code):* Open this node and *edit the filesToCheck array**. Enter your actual server file paths and paste the "known-good" checksums you manually obtained in step 1. Get Remote File Checksum (SSH):* Select your *SSH credential**. Send Alert (Slack):* Select your *Slack credential* and replace YOUR_SECURITY_ALERT_CHANNEL_ID with your actual *Channel ID**. 4. Test and Activate Verify that your workflow is working correctly before setting it live. Manual Test:** Run the workflow manually. Verify that it connects to the server and checks the files without sending an alert (assuming the files haven't changed). Verify:** To test the alert, manually change one of the files on your server and run the workflow again. Check your Slack channel to ensure the alert is sent correctly. Activate:** Once you're confident in its function, activate the workflow. n8n will now automatically audit the integrity of your critical files on the schedule you set.

Companion workflow for Switch node docs

🧑‍💻 Description This workflow checks a Monday.com board/group for items with Status = "Stuck" and sends a Slack alert (e.g., to a user or channel). Great for nudging owners on blocked work without manual chasing. ⚙️ Setup Instructions 1️⃣ Connect Monday.com Node In Monday.com → go to your Admin → API Copy your Personal API Token Docs: Generate Monday API Token In n8n → Credentials → New → Monday.com API Paste your token and save. Open the Get many items node → choose your credential → set your Board ID and Group ID (these must match where your items live). 2️⃣ Connect Slack API Create an app → https://api.slack.com/apps OAuth & Permissions → add scopes: chat:write (send messages) channels:read, groups:read, users:read (to look up channels and users) Install the app to your workspace → copy the Bot User OAuth Token In n8n → Credentials → New → Slack OAuth2 API → paste token and save In the Slack node (“Alert Team”), select your Slack credential and pick a user or channel. 🧠 How it works Get many items** (Monday.com): pulls items from your board/group Set Columns**: maps item fields (Name, Status, Due Date) Filter for Stuck Items**: keeps only items where Status = "Stuck" Alert Team** (Slack): posts a message like "<Item Name> task is stuck" ✅ Tips Adjust the Status column index/field mapping if your board uses a different column order or a custom status label. Point the Slack node to a channel (for team visibility) or a user (for direct nudges). Add a Schedule Trigger if you want automatic daily/weekly checks. 📬 Contact Need help mapping custom columns or routing alerts by owner? 📧 robert@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com

How it works This workflow automatically scrapes LinkedIn job postings for a list of target companies and organizes the results in Google Sheets. Every Monday morning, it checks your company list, runs a LinkedIn job scrape using Phantombuster, waits for the data to be ready, and then fetches the results. Finally, it formats the job postings into a clean structure and saves them into a results sheet for easy analysis. Step-by-step Start with Scheduled Trigger The workflow runs automatically at 9:00 AM every Monday. It reads your “Companies Sheet” in Google Sheets and filters only those marked with Status = Pending. Scrape LinkedIn Jobs The workflow launches your Phantombuster agent with the LinkedIn profile URLs from the sheet. It waits 3 minutes to let the scraper finish running. Then it fetches the output CSV link containing the job posting results. Format the Data The scraped data is cleaned and structured into fields like: Company Name Job Title Job Description Job Link Date Posted Location Employment Type Save Everything in Google Sheets The formatted job data is appended into your “Job Results” Google Sheet. Each entry includes a scrape date so you can track when the data was collected. Why use this? Automates job market research and competitive hiring analysis. Collects structured job posting data from multiple companies at scale. Saves time by running on a schedule with no manual effort. Keeps all results organized in Google Sheets for easy review and sharing. Helps HR and recruitment teams stay ahead of competitors’ hiring activity.

Discover relevant contacts from target accounts using Octave intelligent prospecting Who is this for? Sales development teams, account-based marketing professionals, and RevOps teams who are tired of generic job title filtering that misses the real decision makers. Built for teams that need to find the right people based on actual responsibilities and business context, not just titles on LinkedIn. What problem does this solve? Most prospecting tools are flying blind when it comes to finding the right contacts. You search for "VP of Engineering" but miss the "Head of Platform" who actually owns your use case. You filter by "Marketing Director" but the "Growth Lead" is the real buyer. Traditional prospecting relies on job title matching, but titles vary wildly across companies. This workflow uses Octave's context engine to find contacts based on who actually does the work your solution impacts, regardless of their specific job title. What this workflow does Target Account Processing: Reads target account lists from Airtable (or other data sources) Processes company domains for intelligent contact discovery Handles batch processing for multiple target accounts Context-Aware Contact Discovery: Uses Octave's prospector agent to find relevant stakeholders within target organizations Leverages your defined personas to identify the right people based on responsibilities, not just titles Analyzes organizational structure, role responsibilities, and KPIs to match contacts to your solution Discovers decision makers and influencers who might be missed by traditional job title searches Structured Contact Output: Returns discovered contacts with complete profile information Includes LinkedIn profiles, contact details, and role context Organizes contacts by relevance and decision-making authority Exports contact lists back to Airtable for sales team action Setup Required Credentials: Octave API key and workspace access Airtable API credentials (or your preferred contact management platform) Access to your target account list Step-by-Step Configuration: Set up Target Account Source: Add your Airtable credentials to n8n Replace your-airtable-base-id and your-accounts-table-id with your actual account list Ensure your account list includes company domains for prospecting Configure trigger method (manual, scheduled, or webhook-based) Configure Octave Prospector Agent: Add your Octave API credentials in n8n Replace your-octave-prospector-agent-id with your actual prospector agent ID Configure your prospector with relevant personas and role definitions Test prospecting with sample companies to verify contact quality Set up Contact Output Destination: Replace your-contacts-table-id with your target contact list table Configure field mapping between Octave output and your contact database Set up data validation and deduplication rules Test contact creation and data formatting Customize Contact Selection: Configure which personas to prioritize in your prospector agent Set relevance thresholds for contact discovery Define organizational levels to target (individual contributors vs. management) Adjust contact volume per account based on your outreach capacity Required Account List Format: Your Airtable (or data source) should include: Company Name Company Domain (required for prospecting) Account status/priority (optional) Target personas (optional) How to customize Prospector Configuration: Customize contact discovery in your Octave prospector agent: Persona Targeting:** Define which of your Library personas to prioritize when prospecting Role Responsibilities:** Configure the specific responsibilities and KPIs that indicate a good fit Organizational Level:** Target specific levels (IC, manager, director, VP, C-level) based on your solution Company Size Adaptation:** Adjust prospecting approach based on organization size and structure Contact Selection Criteria: Refine who gets discovered: Decision-Making Authority:** Prioritize contacts with budget authority or implementation influence Problem Ownership:** Focus on roles that directly experience the pain points your solution solves Technical Influence:** Target contacts who influence technical decisions if relevant to your offering Process Ownership:** Identify people who own the processes your solution improves Data Integration: Adapt for different contact management systems: Replace Airtable with your CRM, database, or spreadsheet system Modify field mapping to match your contact database schema Add data enrichment steps for additional contact information Integrate with email platforms for immediate outreach Batch Processing: Configure for scale: Adjust processing volume based on API limits and prospecting quotas Add scheduling for regular account list updates Implement error handling for accounts that can't be prospected Set up monitoring for prospecting success rates Use Cases Account-based marketing contact list generation Sales territory planning and contact mapping Competitive displacement campaign targeting Product expansion within existing customer accounts Event-based prospecting for specific personas Market research and competitive intelligence gathering

This template transforms your sales and outreach process by automating deep, personalized research on any contact. Go beyond simple data enrichment; this workflow acts as an AI research assistant. Starting with just a name and company, it finds the person's professional profile, analyzes it through the lens of your specific business offering, and returns actionable insights to prepare for the perfect outreach. Stop spending hours manually researching prospects. With this template, you get a synthesized report in seconds, highlighting a contact's potential pain points and exactly how your solution can provide value, setting the stage for more meaningful and effective conversations. Who is this for? Sales Development & Business Development Reps (SDRs/BDRs):** Drastically cut down on research time and increase the quality and personalization of your outreach efforts. Account Executives:** Prepare for meetings with a deep, relevant understanding of a prospect's background and potential needs. Founders & Solopreneurs:** Handle your own sales and lead generation efficiently by automating the research phase. Marketing Teams:** Power your Account-Based Marketing (ABM) campaigns with tailored insights for key accounts. What problem does this solve? Eliminates time-consuming manual research:** Automates the entire process of finding a person, reading their profile, and connecting the dots back to your business. Prevents generic outreach:** Provides you with specific, synthesized talking points, moving you beyond "I saw your profile on LinkedIn" to a message that shows you've done your homework. Solves "writer's block":** Delivers a clear summary of a prospect's potential challenges and how you can help, making it much easier to start writing a compelling message. Creates actionable intelligence, not just data:** Instead of just returning a list of job titles and skills, it synthesizes that information into strategic summaries ready to be used. How it works Input contact details: The workflow is triggered by a form where you enter the first name, last name, and company of the person you want to research. Find the person with Apollo: The workflow uses the Apollo.io API to find the contact's professional data, including their verified LinkedIn profile URL. Define your business context: This is the "smart" part. The workflow injects information you provide about your offering and the typical pain points your customers face. Analyze profile with Linkup: Using the Linkup API, the workflow reads the person's public LinkedIn profile. Crucially, it analyzes the profile through the lens of your business context. Get synthesized insights: Linkup's AI returns three structured summaries: a general overview of the person, their potential pain points relative to your business, and a concise explanation of how your offering could bring them value. Consolidate results: The final node gathers all the enriched data and AI-generated summaries into a single, clean output, ready for your CRM or next action. Setup Define your business context (Critical Step): This is the most important part. In the Define our business context node, fill in the two fields: Area for which the prospect could experience pain points: Describe the general problems your customers face. My offering: Briefly describe your product or service. This context is what makes the AI analysis relevant to you. Connect your accounts: Apollo: Add your Apollo API key to the Enrich contact with Apollo HTTP node. Linkup: Add your Linkup API key to the Find Linkedin profile information with Linkup HTTP node. Their free plan offers €5 of credits, enough for ~1,000 runs. Activate the workflow: Toggle the workflow to "Active". You can now run it by filling out the form trigger! Taking it further Automate CRM enrichment:* Connect the final *Consolidate results* node to a *HubSpot, **Attio, or Salesforce node to automatically save these rich insights to your contact records. Generate AI-powered outreach:* Add an *OpenAI** node after this workflow to take the synthesized insights and generate a first draft of a personalized outreach email or LinkedIn message. Process leads in bulk:* Replace the *Form Trigger* with a *Google Sheets* or *Airtable** trigger to run this enrichment process for an entire list of new leads automatically.

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