by Yanagi Chinatsu
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.
by Divyanshu Gupta
This template is designed for operations, finance, and accounting teams that need to automatically process scanned invoices and extract structured data without manual entry. It is ideal for businesses handling vendor invoices, reimbursement forms, or bulk document intake. What this workflow does This workflow uses Sarvam AI Vision model to perform OCR on scanned invoices and extract raw text. The extracted content is then processed using an LLM to identify key invoice fields such as: Vendor name Invoice number Invoice date Total amount GST / Tax amount The structured data is automatically appended to Google Sheets for tracking, reconciliation, or downstream accounting automation. Requirements Sarvam Vision API key (configured using HTTP Header credentials)-(https://dashboard.sarvam.ai/key-management) Google Gemini API key (configured via Google Gemini credentials in n8n) Google Sheets OAuth credentials How to set up 1.) Add your Sarvam API key in Credentials. 2.) Connect your Google Sheets account. 3.) Update the target Sheet ID. 4.)Test with a sample invoice PDF. Need Help? ask in the Forum! Happy Hacking!
by Avkash Kakdiya
How it works This workflow runs every morning to collect news from multiple RSS feeds across global, business, finance, and tech categories. It processes and filters the most recent articles, then uses an AI model to select the most relevant global stories. The selected news is formatted into a clean digest. Finally, the digest is automatically delivered to a Slack channel. Step-by-step Trigger and setup feeds** Schedule Trigger – Runs the workflow daily at a fixed time. Define News Categories – Stores all RSS feed URLs in one place. Prepare RSS Feed List – Converts feed data into iterable items. Fetch and process articles** Loop Through RSS Feeds – Iterates through each RSS source. Fetch RSS Articles – Pulls articles from each feed. Filter Latest 10 Articles – Sorts and keeps the most recent items. Merge All RSS Articles – Combines all articles into one dataset. AI selection and delivery** AI Select Top Global News – Uses AI to pick the most important stories. Groq Chat Model – Provides the language model for analysis. Format News For Slack Message – Structures AI output into clean messages. (Sub-node) JSON Extraction Logic – Parses AI response into usable article data. Post News Digest to Slack – Sends the final formatted digest to Slack. Why use this? Automates end-to-end news aggregation and summarization Filters noise and highlights only high-impact global stories Keeps teams informed directly within Slack Reduces manual effort in tracking multiple news sources Easily scalable by adding more RSS feeds or categories
by Khairul Muhtadin
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!
by Samir Saci
Tags: Logistics, Supply Chain, OTIF, KPI Tracking, Performance Management, AI Analysis, Notion Context Hi! I'm Samir, Supply Chain Engineer, Data Scientist based in Paris, and founder of LogiGreen. > Let's use AI with n8n to automate supply chain performance tracking! Tracking On-Time In-Full (OTIF) delivery performance is critical for retail logistics, but manually compiling data, computing KPIs, and writing analysis reports is time-consuming and error-prone. This workflow automates the entire process: collecting shipment data, aggregating weekly KPIs, generating AI powered performance analyses, and pushing everything into a Notion dashboard. For business inquiries, you can find me on LinkedIn Demo of the workflow The workflow collects shipment records from your TMS and WMS, then aggregates them by week. An AI Agent analyses each week's performance and generates summary cards in Notion. Weekly OTIF data is automatically pushed to a Notion database for tracking and visualisation. Who is this template for? This template is ideal for logistics and supply chain teams looking to automate KPI reporting: Supply chain managers** tracking delivery performance across carriers and warehouses Logistics analysts** who need automated weekly OTIF scorecards Operations teams** looking to leverage AI for performance insights Tutorial A complete tutorial (with explanations of every node) is available on YouTube: What does this workflow do? This automation uses Notion databases and OpenAI AI Agents to build a complete OTIF scorecard: The workflow is triggered manually (or on a schedule). Shipment data is collected from your TMS and WMS systems. Records are aggregated by week, computing On-Time rate, In-Full rate, and OTIF rate. An AI Agent analyses each week's performance and identifies trends, issues, and recommendations. Weekly KPI rows are pushed to the Daily OTIF Summary database in Notion. Per-week AI analysis cards are created in the AI Generated Analysis database. A second AI Agent generates a global performance summary across all weeks. The global summary card is updated in Notion with the overall analysis. Next Steps Before running the workflow, follow the sticky notes and configure: Connect your Notion API credentials and update the database IDs in all Notion nodes Add your OpenAI API Key to the AI Agent nodes Update the "Collect Shipments from TMS & WMS" node with your actual data source (API, Google Sheets, or database) Adjust the AI prompts to match your specific KPI thresholds and business context Set up the Notion template with the two required databases: "Daily OTIF Summary" and "AI Generated Analysis" Duplicate the Notion template to your workspace before connecting the workflow (Optional) Change the trigger from manual to a scheduled cron for automated weekly reporting Submitted: 8 March 2026 Template designed with n8n version 2.10.12
by WeblineIndia
Daily WooCommerce Sales Snapshot to Slack with Google Sheets Logging This workflow automatically collects WooCommerce sales data every day, calculates key sales metrics, sends a clean summary to Slack and logs the same data into Google Sheets for historical tracking. It helps teams stay informed about daily performance without manually checking dashboards or reports. Quick Implementation Steps (Get Started Fast) Import the workflow JSON into n8n. Connect your WooCommerce, Slack and Google Sheets credentials. Verify the Slack channel and Google Sheet selection. Activate the workflow. Receive daily sales updates automatically. What It Does This workflow runs on a daily schedule and fetches all recent orders from a WooCommerce store. It filters the orders to include only paid ones (Processing and Completed) and further narrows them down to those created within the last 24 hours. Using separate Code nodes, the workflow calculates essential sales metrics such as total revenue, number of orders, average order value (AOV) and the top-selling products. These metrics are merged into a single structured object for consistent downstream use. Finally, the workflow sends a formatted sales summary to a Slack channel for quick visibility and appends the same data as a row in Google Sheets. This creates a reliable daily log that can be used for trend analysis and reporting. Who’s It For WooCommerce store owners Sales and operations teams Marketing teams tracking daily performance Business managers who prefer Slack updates Analysts maintaining sales history in spreadsheets Requirements to Use This Workflow Active WooCommerce store with API access n8n instance (self-hosted or cloud) Slack workspace with permission to post messages Google Sheets document for logging data Valid credentials configured in n8n for: WooCommerce Slack Google Sheets How It Works A Schedule Trigger runs the workflow once per day. Orders are fetched from WooCommerce. Only paid orders (Processing / Completed) are considered. Orders from the last 24 hours are filtered. Sales metrics are calculated: Total Revenue Order Count Average Order Value (AOV) Top Selling Products Metrics are merged into a single object. A formatted summary is: Sent to Slack Appended or updated in Google Sheets How To Set Up Configure the Schedule Trigger time. Add WooCommerce credentials. Review paid order filtering logic. Select Slack channel. Select Google Sheet and worksheet. Test the workflow. Activate it. How To Customize Nodes Change schedule time in the Schedule Trigger. Modify order statuses in the Filter Paid Orders node. Adjust the 24-hour window in the Code node. Increase or decrease top products count. Customize Slack message formatting. Add or remove Google Sheets columns. Add-ons (Optional Enhancements) Weekly or monthly summaries Revenue comparison (day-over-day / week-over-week) Revenue threshold alerts Multiple Slack channels Dashboard integrations from Google Sheets Use Case Examples Daily sales snapshot for store owners Morning updates for sales teams Automated sales logging for finance teams Performance tracking without dashboards Remote team visibility via Slack Many more variations are possible depending on business needs. Troubleshooting Guide | Issue | Possible Cause | Solution | |------|---------------|----------| | Slack message not received | Slack credentials or channel issue | Verify Slack API and channel | | Google Sheet not updating | Incorrect sheet or mapping | Recheck sheet selection | | Orders missing | Order status filter too strict | Update filter conditions | | Revenue incorrect | Time filter issue | Verify last 24-hour logic | | Workflow not running | Workflow inactive | Activate workflow | Need Help? If you need help setting up, customizing or extending this workflow, our n8n automation experts at WeblineIndia can assist. We specialize in: n8n automation workflows Business process automation Custom integrations and reporting Contact WeblineIndia to build reliable and scalable automation tailored to your business.
by WeblineIndia
AI Nutrition Tracker with Webhook, OpenAI, Google Sheets & Slack Alerts This workflow is an AI-powered nutrition and fitness tracking system built in n8n. It receives user input via webhook, analyzes food or activity using AI, updates daily calorie and protein intake in Google Sheets and sends alerts via Slack when limits or risks are detected. It also resets daily metrics automatically using a scheduled trigger. Quick Start Guide (Fast Implementation) Connect your Google Sheets account with required columns. Configure OpenAI API credentials. Set up Slack integration for alerts. Deploy the Webhook node for receiving user input. Enable the Schedule Trigger for daily reset. Test by sending a sample message (food/activity) to the webhook. What It Does This workflow automates real-time nutrition tracking by processing user input such as food consumption or physical activities. When a user sends a message through a webhook, the system fetches their profile data from Google Sheets and validates their existence before continuing. The input is then analyzed using an AI model that classifies it as food or activity. Based on this classification, it estimates calories, protein intake, calories burned and identifies potential health risks. The processed data is combined with existing user metrics to maintain an updated daily summary. Additionally, the workflow monitors calorie thresholds and risk patterns. If a user exceeds their daily calorie target or shows unhealthy behavior patterns, alerts are sent to Slack. A scheduled process resets all users’ daily metrics, ensuring accurate tracking for each new day. Who’s It For Fitness app developers Health and wellness platforms Personal trainers and nutritionists Automation engineers building health tracking systems Businesses managing user diet and activity tracking Requirements to Use This Workflow n8n instance** (self-hosted or cloud) Google Sheets account** with a structured sheet OpenAI API credentials** Slack workspace** with API access Basic understanding of webhook usage Required Google Sheets Columns: Name Phone (used as unique identifier) Goal Daily_Calorie_Target Consumed_Calories Protein Last_Meal Status Risk_Count How It Works & How To Set Up Step 1: Configure Webhook Node:** Receive User Input Set webhook path (e.g., /diet-input) This endpoint will receive user messages (food/activity input). Step 2: Connect Google Sheets Node:** Fetch User Data Map Phone column with incoming webhook data (body.phone). Ensure correct Sheet ID and Sheet Name. Step 3: Validate User Node:** Validate User Exists Ensures only valid users are processed. Step 4: Configure AI Analysis Node:** AI Nutrition Analyzer Uses OpenAI model to: Detect input type (FOOD / ACTIVITY) Estimate calories & protein Detect risks Generate suggestions and replies Node:** AI Model (GPT) Ensure OpenAI credentials are properly connected. Step 5: Process Data Node:** Process Nutrition Data Updates: Total calories, Protein intake and Risk count. Handles both food intake and activity adjustments. Step 6: Monitor Thresholds Node:** Check Calorie Threshold Sends Slack alert if calorie limit is exceeded. Step 7: Risk Detection Node:** Check Health Risk: Sends alert if any risk is detected. Node:** Check Critical Risk: Sends critical alert if risk count >= 3. Step 8: Respond to User Node:** Send API Response Returns: AI-generated reply, calories consumed and daily total. Step 9: Update User Data Node:** Update User Data Writes updated metrics back to Google Sheets. Step 10: Daily Reset Automation Node:** Daily Reset Trigger Node:** Fetch All Users → Reset Daily Stats Resets: Calories = 0, Protein = 0, Risk Count = 0, Status = NEW_DAY. How To Customize Nodes AI Prompt (AI Nutrition Analyzer):** Modify calorie logic, risk definitions or add new dietary rules. Calorie Threshold:** Change comparison logic based on different fitness goals. Slack Messages:** Customize alert messages and formatting. Google Sheets Mapping:** Add more fields like carbs, fats or water intake. Webhook Input Structure:** Adjust input format if integrating with mobile apps or chatbots. Add-ons (Extend Functionality) Add WhatsApp/SMS notifications for user alerts. Integrate with mobile apps for real-time tracking. Add meal history logging. Include weekly/monthly analytics dashboards. Add AI meal recommendations based on user goals. Integrate wearable data (steps, workouts). Use Case Examples Fitness App Backend:** Automatically track user diet and activity in real time. Personal Trainer Dashboard:** Monitor client calorie intake and risks. Corporate Wellness Programs:** Track employee health metrics and send alerts. Diet Coaching Automation:** Provide AI-based suggestions and feedback. Health Monitoring Systems:** Detect unhealthy patterns and escalate alerts. Troubleshooting Guide | Issue | Possible Cause | Solution | | :--- | :--- | :--- | | Webhook not receiving data | Incorrect webhook URL | Verify webhook path and method | | User not found | Phone mismatch in Sheets | Ensure phone format matches input | | AI response parsing fails | Invalid JSON from AI | Adjust prompt to enforce strict JSON | | Slack alerts not sent | Incorrect Slack credentials | Reconnect Slack API | | Data not updating in Sheets | Column mapping issue | Verify matching column (Phone) | | Calories not updating | Parsing or logic issue | Check code node calculations | | Daily reset not working | Schedule trigger configuration | Verify interval settings | Need Help? If you need assistance setting up this workflow, customizing AI logic or building advanced automation features, our n8n development team at WeblineIndia is here to help. We specialize in: n8n workflow automation AI-powered business solutions Custom integrations and scaling systems 📩 Reach out to WeblineIndia to accelerate your automation journey and build powerful, production-ready workflows tailored to your needs.
by Jitesh Dugar
Turn your best 5-star reviews into a daily stream of branded social proof content -- fully automated. This workflow pulls the oldest unposted 5-star review from Google Sheets, generates a custom quote card using the hcti.io HTML-to-image API, uploads it via Upload to URL to get a stable public CDN link, and publishes it directly to Instagram with a formatted caption. The source row is updated to prevent duplicate posts and the team is notified on Slack. What This Workflow Does Review Dispatch Automation Schedule Trigger** -- fires daily at 9 AM. Adjust the cron expression for any cadence (twice weekly, every other day, etc.) Google Sheets -- Fetch Review** -- reads the Reviews sheet filtering for Rating = 5 and Posted = FALSE, sorted by Submitted At ascending for FIFO queue dispatch. Fetches exactly one row per run. IF -- Has Valid Review** -- exits the workflow cleanly on the false branch if no unposted reviews remain. No errors, no failed executions. Dynamic Quote Card Generation Code -- Prepare Fields** -- cleans the raw sheet row: truncates review text to card-safe length, formats the star rating as a count, builds the full Instagram caption with attribution line and hashtag block (max 2200 characters). Set -- Assemble HTML Card** -- constructs a 1080x1080px HTML/CSS quote card template using n8n expressions that reference prepared text fields and env var brand colors. HTML is built in a Set node rather than a Code node to avoid Web Application Firewall false positives on template submission. HTTP -- hcti.io** -- sends the HTML string to the hcti.io API (HTML/CSS to Image) which renders it as a PNG and returns an image URL. Free tier covers 100 renders per month. CDN Bridge via Upload to URL Upload to URL** -- mandatory step. Instagram Graph API requires a direct public HTTPS image URL and rejects binary payloads and base64 strings. This node downloads the rendered PNG from hcti.io and re-uploads it to a CDN, returning a stable public URL Instagram can access. Code -- Merge Fields** -- combines the CDN URL from Upload to URL with the caption and review metadata from the earlier Code node using cross-node reference. Instagram Two-Step Publish Flow HTTP -- IG Create Media Container** -- Step 1 of Instagram publishing. POSTs the CDN image URL and caption to /v19.0/{ig_user_id}/media. Returns a container_id that Instagram uses to stage and validate the image. Wait 6s** -- processing buffer to ensure Instagram completes async validation before the publish call. HTTP -- IG Publish Container** -- Step 2. Calls /media_publish with the container_id. Returns the live Instagram Post ID confirming the post is on the feed. Logging and Notification Google Sheets -- Mark as Posted** -- updates the source row: sets Posted = TRUE and writes back the Post ID and timestamp. Prevents the same review from being picked up on the next scheduled run. Slack -- Notify Team** -- sends reviewer name, a 100-character review snippet, the Post ID, and the CDN card URL so the team can verify what went live. Key Features Queue-based dispatch** -- reviews post in submission order (FIFO). Oldest unposted 5-star review goes first on every run, keeping the feed chronologically authentic. WAF-safe card assembly** -- the HTML quote card is built in a Set node using n8n expressions rather than as a raw string in a Code node. This avoids Cloudflare WAF false positives during template submission. Mandatory CDN bridge** -- Upload to URL is a required step, not optional. Instagram's API will reject any image that is not a direct public HTTPS URL, including hcti.io's own image URLs in some configurations. Duplicate-safe** -- the Google Sheets update node writes Posted = TRUE immediately after publish. The same review can never be re-queued. Source-agnostic** -- works with Google Reviews, Trustpilot, Capterra, or any form tool (Typeform, Tally, Jotform) that appends rows to a Google Sheet. Fully customizable card design** -- background color, text color, and accent color are all controlled by environment variables. No code changes needed to rebrand. What You Will Need Credentials Google Sheets OAuth2** -- connected to your Reviews spreadsheet hcti.io Basic Auth** -- user ID and API key from hcti.io (free tier available at hcti.io) Upload to URL** -- credentials configured in n8n Instagram Graph API** -- Business or Creator account access token Slack OAuth2** -- for team notifications Google Sheets Columns Required Reviewer Name -- Review Text -- Rating -- Source -- Posted -- Submitted At -- Instagram Post ID -- Posted At -- Card Image URL Perfect For SaaS companies** -- automate a daily customer love post from your existing review pipeline E-commerce brands** -- convert 5-star product reviews into social proof content on a consistent schedule Hospitality and restaurants** -- publish verified guest reviews from Google or Tripadvisor automatically Agencies** -- run one instance per client by swapping env vars, with a separate Google Sheet per brand Retail and service brands** -- keep Instagram active with authentic customer voices without any manual effort
by WeblineIndia
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
by Dhruv from Saleshandy
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
by Yaron Been
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
by Harshil Agrawal
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.