Workflow Templates

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).

Sync QuickBooks Chart of Accounts to Google BigQuery Keep a historical, structured copy of your QuickBooks Chart of Accounts in BigQuery. This n8n workflow runs weekly, syncing new or updated accounts for better reporting and long-term tracking. Who Is This For? Data Analysts & BI Developers** Build a robust financial model and analyze changes over time. Financial Analysts & Accountants** Track structural changes in your Chart of Accounts historically. Business Owners** Maintain a permanent archive of your financial structure for future reference. What the Workflow Does Extract** Every Monday, fetch accounts created or updated in the past 7 days from QuickBooks. Transform** Clean the API response, manage currencies, create stable IDs, and format the data. Format** Convert cleaned data into an SQL insert-ready structure. Load** Insert or update account records into BigQuery. Setup Steps 1. Prepare BigQuery Create a table (e.g., quickbooks.accounts) with columns matching the final SQL insert step. 2. Add Credentials Connect QuickBooks Online and BigQuery credentials in n8n. 3. Configure the HTTP Node Open 1. Get Updated Accounts from QuickBooks. Replace the Company ID {COMPANY_ID} with your real Company ID. Press Ctrl + Alt + ? in QuickBooks to find it. 4. Configure the BigQuery Node Open 4. Load Accounts to BigQuery. Select the correct project. Make sure your dataset and table name are correctly referenced in the SQL. 5. Activate Save and activate the workflow. It will now run every week. Requirements QuickBooks Online account QuickBooks Company ID Google Cloud project with BigQuery and a matching table Customization Options Change Sync Frequency** Adjust the schedule node to run daily, weekly, etc. Initial Backfill** Temporarily update the API query to select * from Account for a full pull. Add Fields** Modify 2. Structure Account Data to include or transform fields as needed.

How it works Runs every 6 hours to pull contacts needing a data refresh from HubSpot All contacts are bulk-enriched with Lusha in a single API call Each contact is scored against your ICP criteria (seniority, company size, industry) CRM records are updated with fresh data; high-scoring fast-track leads trigger a Slack alert Set up steps Install the Lusha community node Add your Lusha API, HubSpot, and Slack credentials Customize the ICP scoring weights in the Code node Set the Slack channel for fast-track alerts and activate

How It Works This workflow automates real estate lead qualification and routing by enriching leads from multiple sources with AI-powered analysis and directing them to appropriate sales agents based on priority. Designed for real estate brokers, sales managers, and lead generation teams, it solves the critical challenge of quickly identifying high-value prospects from high-volume lead streams while ensuring timely agent follow-up. The system triggers on schedule, fetches leads simultaneously from MLS portals and CRM/email sources, aggregates all leads into unified dataset, splits leads for parallel processing, then deploys AI agents using Anthropic's Claude to analyze lead quality, buying intent, budget capacity, and urgency. Based on enrichment scores, leads are routed to best-fit agents by priority tier, with engagement tracking logged to Google Sheets for performance monitoring and optimization. Setup Steps Configure Schedule Trigger with desired lead processing frequency Set up MLS/portal integration API credentials in Fetch Leads from MLS/Portals node Configure CRM/email system API access in Fetch Leads from CRM/Email node Connect Anthropic API credentials for AI Lead Enrichment Agent Customize Structured Output Parser with your lead scoring criteria Update Check Lead Priority node with priority threshold rules Configure agent routing logic in Route to Best-Fit Agent nodes by priority tier Prerequisites Active Anthropic API account, MLS/real estate portal API access, CRM system with API integration Use Cases Inbound lead qualification from property portals, open house inquiry processing, email campaign lead scoring Customization Modify AI enrichment prompts for market-specific criteria, adjust priority scoring algorithms for business goals Benefits Reduces lead response time by 75%, ensures high-value prospects receive immediate attention

Automatic Clean Up Expired AWS ACM Certificates with Human Approval > Automate the cleanup of expired AWS ACM certificates with Slack-based approval. This workflow helps maintain a secure and tidy AWS environment by detecting expired SSL certs, sending detailed Slack notifications to admins, and deleting them upon approval, ensuring full visibility and control over certificate lifecycle management. 🧑‍💼 Who’s it for This workflow is designed for: AWS administrators** who want to keep their environment clean and secure DevOps teams** managing SSL lifecycle in AWS ACM IT Admins** needing visibility and control over expired cert removal Teams that use Slack for collaboration and approvals ⚙️ How it works / What it does This automated workflow performs the following tasks on a daily schedule: Fetch all ACM certificates in your AWS account. Filter out the expired ones by comparing expiration date and status. Send a Slack approval message with certificate details to the admin team. Wait for approval response directly in Slack (✅ to approve deletion). If approved, it deletes the expired certificate using AWS ACM. Finally, it notifies the IT admin about the action taken. 🔧 How to set up Create the Workflow Add the nodes as shown: Schedule Trigger AWS - ACM: listCertificates AWS - ACM: describeCertificate (loop per cert) IF Node to filter expired certs Slack - Send & Wait for Reaction AWS - ACM: deleteCertificate Slack - Post Message to notify Configure Slack Create a Slack Bot Token with: chat:write reactions:read channels:read Connect it in your Slack nodes. Configure AWS Credentials Use IAM User or Role with: acm:ListCertificates acm:DescribeCertificate acm:DeleteCertificate Set schedule Daily, Weekly, or custom cron expression. 📋 Requirements | Component | Description | |------------------|--------------------------------------| | AWS ACM Access | IAM permissions for ACM actions | | Slack Bot Token | With chat:write & reactions:read | | n8n Environment | Self-hosted or n8n Cloud | | Slack Channel | Where approval messages will be sent | 🛠️ How to customize the workflow 🕒 Change waiting time Adjust the wait time before checking Slack reactions in the sendAndWait node (default 1 hour). 👥 Change Slack target Change the Slack channel or tag specific people (<@U123456>). 📓 Add logging Add Google Sheets, Notion, or DynamoDB to log certificate details and approval decisions. 🧪 Add dry-run/test mode Use an IF node before deletion to simulate removal when ENV === dry-run.

Description Keep your CRM and task system perfectly in sync — automatically. This workflow monitors a Google Sheet for lead reply updates, instantly updates the corresponding contact in GoHighLevel (GHL), and creates a ClickUp follow-up task when a response is detected. It ensures your sales team never misses a warm lead and every reply is logged, tracked, and acted upon. ⚡ What This Template Does Watches a Google Sheet for reply status changes (“Yes” in the Replied column). 📄 Filters only rows where a lead has replied. 🔍 Updates the corresponding contact record in GoHighLevel (GHL). 🔗 Automatically creates a follow-up task in ClickUp with lead details. 🗂️ Merges updates from both GHL and ClickUp into a single result. 🔄 Logs sync status and timestamps in a tracking sheet (Sheet2) for auditing. 📋 Key Benefits Instant sync: Update GHL and ClickUp the moment a lead replies. ⚙️ Zero manual work: Automated updates and follow-up task creation. 🚫 Full traceability: Audit trail stored in a second Google Sheet. ✅ Increased sales responsiveness: Teams act immediately on new replies. 💬 Multi-app harmony: Connects Google Sheets, GHL, and ClickUp seamlessly. 🌐 Features Google Sheets trigger runs every minute to check for changes. ⏱️ Conditional logic (If node) processes only “Replied = Yes” leads. ✅ GHL contact update node for CRM synchronization. 💼 ClickUp task creation node with customizable priority and naming. 📝 Merge node to unify both paths before final sheet update. 🔀 Timestamp and action tracking for audit clarity. 📊 Visual sticky notes explaining each stage. 🧩 Requirements n8n instance (cloud or self-hosted). 🧰 Google Sheet with headers: Name, GHL_ID, Replied, Email. 📑 Connected credentials for: Google Sheets API (Trigger + Update access) GoHighLevel OAuth2 API ClickUp API Separate “log” sheet (Sheet2) for sync tracking. 📄 Target Audience Sales teams using GoHighLevel for CRM and ClickUp for task management. 🎯 Agencies managing multiple client pipelines. 🤝 Business development reps who track lead replies manually. 📞 Founders automating lead follow-up and CRM hygiene. 🚀 Step-by-Step Setup Instructions (Concise) Prepare a Google Sheet with columns: Name, GHL_ID, Email, Replied. 📋 Add a second sheet (“Sheet2”) for tracking updates. 📊 Connect credentials for Google Sheets, GoHighLevel, and ClickUp in n8n. 🔐 Import and open this workflow. Update GHL contact field mappings if your CRM structure differs. ⚙️ Adjust ClickUp team, space, and list IDs to match your setup. 📂 Execute manually once for testing, then enable it to run every minute. ▶️ Security Best Practices Share your Google Sheet only with the n8n Google account (Editor). 🔒 Keep API credentials securely stored in n8n’s credential manager. 🛡️ Log timestamps for traceability and rollback. ⏳ Periodically archive older sync logs to keep the sheet lightweight. 🧹

This n8n template gives you a chat-style assistant that can search your HubSpot CRM on demand. Ask natural-language questions like “show me leads in Germany” or “what deals close next month,” and the agent translates your request into precise HubSpot searches—then answers in plain English. Great for founders, AEs, and ops folks who want quick answers without clicking through the CRM. How it works Chat trigger** starts a session from your n8n chat UI or embed. AI Agent (Gemini 2.5 Pro)** interprets the message and: Chooses the right HubSpot search (contacts or deals). Fills filter property, operator (EQ, NEQ, GT, GTE, LT, LTE, BETWEEN, IN, NOT\_IN), and value(s). Requests specific properties (email, name, lifecycle stage, owner, activity timestamps, etc.). HubSpot tools** execute live queries: Contacts: flexible property filter + free-text query. Deals: filters by owner and core deal fields (stage, amount, pipeline, close date). Memory buffer** keeps the last turns so you can say “now only show closed won over 10k” and the agent understands context. How to use Connect credentials HubSpot OAuth on both HubSpot Tool nodes. Google Gemini API key on the Gemini Chat Model. Open the chat (the “When chat message received” node). Ask questions like: “Find contacts named Hans created after Sept 1.” “Deals owned by me in Proposal with amount > 10,000.” “Contacts with lead status = New and no email reply in the last 14 days.” Refine with follow-ups: “Sort by most recently contacted.” “Only Germany.” “Show top 5 with emails.” Requirements HubSpot** (OAuth2) Google Gemini** (API key) Notes & customization Property/operator control:** The contact search node lets the agent set both the property (e.g., email, lifecyclestage, hs_lead_status) and the operator (EQ, IN, BETWEEN in epoch ms for dates, etc.). Owner filtering for deals:** Uses hs_all_owner_ids; swap or extend to filter by pipeline/stage ranges. Guardrails:** Add allowlists for searchable properties or cap result counts to avoid noisy answers. Display format:** Have the agent return concise tables (name, email, stage, last activity, CTA). Handoffs:** Add Slack/Email actions—e.g., “post this list to #sales” or “export to CSV.” Telemetry:** Log queries for later dashboards (common searches, coverage gaps). Troubleshooting No results?** Loosen operators (use IN lists, broaden dates) or include a free-text query. Date filters:** Provide epoch ms for GT/GTE/LT/LTE/BETWEEN on time fields (the agent handles this; keep system time in UTC). Too chatty?** Reduce memory window or ask the agent to summarize to bullet points.

Search LinkedIn Companies, Score Them with AI, and Add to Google Sheets CRM Who is this for? This template is designed for sales teams, business development reps, and marketers who need a reliable, automated way to build targeted prospect lists. It’s especially useful for agencies, consultants, and B2B companies that want to identify, qualify, and prioritize high-value leads. What problem does this workflow solve? Researching companies on LinkedIn, evaluating whether they fit your ideal customer profile, and manually updating your CRM can be slow, inconsistent, and labor-intensive. This workflow replaces that entire process with a fully automated system that finds, qualifies, and organizes leads for you. What this workflow does The workflow searches LinkedIn for companies based on your chosen filters, gathers in-depth company details, applies qualification rules, uses AI to score how well each company matches your ICP, and then adds them to your Google Sheets CRM while automatically preventing duplicates. Setup Create a Ghost Genius API account and generate your API key Add your API credentials to the HTTP Request nodes Make a copy of the included Google Sheets template Set up Google Sheets and OpenAI credentials as described in the n8n documentation Customize the Set Variables node to define your audience and AI scoring parameters How to customize this workflow Update your search filters to target specific industries, regions, or company sizes Change the follower count threshold to match your qualification rules Modify the AI scoring prompt to better reflect your product or service Add notifications (email, Slack, etc.) to alert you when high-scoring leads are found

CHRO Agent with HR Team Description Complete AI-powered HR department with a Chief Human Resources Officer (CHRO) agent orchestrating specialized HR team members for comprehensive people operations. Overview This n8n workflow creates a comprehensive human resources department using AI agents. The CHRO agent analyzes HR requests and delegates tasks to specialized agents for recruitment, policy development, training, performance management, employee engagement, and compensation analysis. Features Strategic CHRO agent using OpenAI O3 for complex HR decision-making Six specialized HR agents powered by GPT-4.1-mini for efficient execution Complete HR lifecycle coverage from hiring to retention Automated policy creation and compliance documentation Performance review and goal-setting systems Employee engagement and culture initiatives Compensation analysis and benchmarking Team Structure CHRO Agent**: Strategic HR oversight and task delegation (O3 model) Recruiter Agent**: Job descriptions, candidate screening, interview questions HR Policy Writer**: Employee handbooks, policies, compliance documentation Training & Development Specialist**: Onboarding programs, learning materials Performance Review Specialist**: Reviews, feedback templates, goal setting Employee Engagement Specialist**: Culture initiatives, team building, communications Compensation & Benefits Analyst**: Salary benchmarking, benefits packages 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 HR requests via chat (e.g., "Create a complete onboarding program for software engineers") The CHRO will analyze and delegate to appropriate specialists Receive comprehensive HR deliverables Use Cases Complete Hiring Process**: Job postings → Screening → Interviews → Offers Policy Development**: Employee handbooks, compliance documentation Onboarding Programs**: 30-60-90 day plans with training materials Performance Management**: Review cycles, feedback systems, development plans Culture & Engagement**: Surveys, team building activities, recognition programs Compensation Strategy**: Market analysis, pay equity reviews, benefits design Requirements n8n instance with LangChain nodes OpenAI API access (O3 for CHRO, GPT-4.1-mini for specialists) Webhook capability for chat interactions Optional: Integration with HRIS systems Cost Optimization O3 model used only for strategic CHRO 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 HRIS systems (Workday, BambooHR, etc.) Integrate with applicant tracking systems Link to performance management platforms Export to document management systems Contact & Resources Website**: nofluff.online YouTube**: @YaronBeen LinkedIn**: Yaron Been Tags #HRTech #PeopleOperations #TalentAcquisition #EmployeeExperience #HRAutomation #AIRecruitment #PerformanceManagement #CompensationBenefits #OnboardingAutomation #CultureTech #n8n #OpenAI #MultiAgentSystem #FutureOfWork #HRTransformation

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