Workflow Templates

Description: Stay on top of your support pipeline with this Ticket Status Digest automation for Zendesk. Built in n8n, this workflow automatically fetches tickets from Zendesk, filters only open ones, enriches them with requester details, and saves them into Google Sheets. 📊 Instead of manually checking Zendesk, you get a real-time digest of pending tickets with full customer details—perfect for support leads who need a quick snapshot of unresolved cases. Whether you’re tracking team workload, prioritizing open issues, or preparing daily status reports, this automation ensures your support data is always structured, centralized, and up to date. 🚀 What This Template Does (Step-by-Step) 🔔 Trigger – Manual Start (or Schedule) Begin workflow with a manual trigger (ideal for testing). Can be switched to scheduled runs (daily, hourly) for automated digests. 🎫 Fetch All Tickets (Zendesk) Pulls all tickets from Zendesk API. Captures ticket ID, subject, description, status, priority, tags, and timestamps. 🔍 Filter Open Tickets Only Includes only tickets where status = open. Skips closed, solved, or pending tickets. 👤 User Information Enrichment Looks up requester details (name, email, organization). Converts raw IDs into human-readable contact info. 📊 Save to Google Sheets Appends/updates ticket rows in “Ticket status dummy → Sheet1”. Columns: Ticket No. | Description | Status | Owner | Email | Tag. Required Integrations: Zendesk API (OAuth or API Key) Google Sheets (OAuth2 credentials) Best For: 🧑‍💼 Support leads monitoring unresolved tickets 📈 Managers building daily ticket status dashboards 🤝 Teams that need centralized visibility of customer issues ⏱️ Anyone tired of manual Zendesk data exports Key Benefits: ✅ Automated ticket sync to Google Sheets ✅ Real-time visibility of open issues ✅ Centralized view with enriched requester details ✅ Reduces manual tracking and reporting ✅ Scalable for daily, weekly, or custom digest runs

✅ What problem does this workflow solve? Accounting teams spend hours manually entering purchase bills into accounting systems—copying vendor details, creating items, checking duplicates, and reconciling totals. This workflow removes that manual effort entirely. With OCR + AI + QuickBooks integration, this automation converts uploaded purchase bills into fully reconciled QuickBooks bills—accurately, consistently, and without human intervention. ⚙️ What does this workflow do? Accepts multiple purchase bills in a single upload Extracts structured invoice data using OCR + AI Automatically syncs vendors and items with :contentReference[oaicite:0]{index=0} Creates missing vendors or items when needed Generates clean, validated bills inside QuickBooks Prevents duplicate vendors or line items 🧠 How It Works – Step-by-Step 1. 📤 Upload Purchase Bills Users upload one or multiple PDF bills using an n8n form Each bill is automatically split and processed individually 2. 🔍 OCR & Invoice Data Extraction The workflow extracts text from each PDF An AI extraction engine powered by :contentReference[oaicite:2]{index=2} identifies: Invoice number & dates Vendor details Line items (name, quantity, price, amount) Subtotal, tax, and total 3. 🔄 Item & Vendor Reconciliation (QuickBooks) Fetches existing items from QuickBooks If an item does not exist: Automatically creates it Checks if the vendor exists: Creates a new vendor if missing Ensures zero duplicates in QuickBooks 4. 🧾 Bill Payload Creation Builds a clean QuickBooks-compatible bill payload Maps: Items Vendor Dates Taxes Totals Handles edge cases like missing quantities or unit prices 5. 💰 Bill Creation in QuickBooks Creates a finalized bill inside QuickBooks Each bill is immediately ready for reconciliation and reporting 🛠 Tools & Integrations Used n8n Form Trigger** – Bill upload PDF Extractor** – Text extraction AI Invoice Parser** – Structured data extraction QuickBooks API** – Vendor, item, and bill creation OpenAI / OpenRouter** – Intelligent field mapping 💡 Key Benefits ⏱ Eliminates hours of manual bill entry 🧠 Intelligent OCR with structured extraction 🚫 No duplicate vendors or items ⚡ Instant QuickBooks synchronization 📊 Accurate accounting data every time 👤 Who can use this? Perfect for: 🧾 Accounting teams 🏢 Finance departments 📈 SMBs using QuickBooks 🚀 SaaS platforms automating bookkeeping If you're processing large volumes of purchase bills, this workflow turns documents into structured accounting data—automatically.

How it works A daily schedule pulls your existing contacts from HubSpot All contacts are bulk-enriched with Lusha in a single API call for efficiency A code node compares current Lusha data against CRM records to detect job title or company changes Changed contacts trigger a CRM update and a Slack alert to the assigned rep Set up steps Install the Lusha community node Add your Lusha API, HubSpot, and Slack credentials Adjust the CRM fetch limit based on your contact volume Activate the workflow to run daily

This n8n template generates a dynamic weekly sales report from Airtable and sends it to Slack. It calculates key sales metrics like total pipeline value, weighted pipeline (based on deal stage), top deal, closed revenue, and win rate.. all formatted in a clean Slack message. How it works A schedule trigger starts the workflow (e.g., every Monday). It fetches deal data from Airtable, splits open vs closed deals, calculates all metrics with JavaScript, and formats the output. The message is then sent to Slack using Markdown for readability. How to use Update the Airtable credentials and select your base and table with fields: Deal Name, Value, Status, etc. Set the Slack channel in the final node to your preferred sales or ops channel. Requirements Airtable base with relevant deal data (see field structure) Slack webhook or token for sending messages Customising this workflow You can adapt the logic to other CRMs like Salesforce or HubSpot, add charts, or tweak stage weights. You can also change the schedule or add filters (e.g., by rep or region).

How it works A daily schedule pulls your target accounts from HubSpot All companies are bulk-enriched with Lusha in a single API call A code node detects growth signals: headcount increase, revenue growth, and funding activity For accounts showing signals, Lusha searches for key contacts and alerts your sales team via Slack Set up steps Install the Lusha community node Add your Lusha API, HubSpot, and Slack credentials Define your target account list or ICP filters in HubSpot Set the Slack channel for signal alerts and activate

Description: Reignite cold leads automatically with this intelligent n8n automation template that integrates Zoho CRM, Azure OpenAI (GPT-4o-mini), and Email. This workflow identifies leads that haven’t been contacted in the last 30 days, generates personalized AI-written emails based on lead data, sends them directly, and updates the CRM—all without manual follow-up. Perfect for sales teams, marketing managers, and business development professionals who want to recover lost opportunities, boost engagement rates, and maintain an active sales pipeline with minimal effort. ✅ What This Template Does (Step-by-Step) ⏰ Daily Trigger Automatically runs on a set schedule (daily or weekly) to check for inactive leads. 📅 Calculate 30 Days Ago Computes the exact date threshold (today − 30 days) to filter stale leads from Zoho CRM. 🔍 Fetch Cold Leads from Zoho Searches Zoho CRM for leads whose Last Activity occurred before the calculated date—returning only those needing re-engagement. 🤖 AI Email Generation Uses Azure OpenAI (GPT-4o-mini) to analyze each lead’s data and craft a personalized re-engagement email that reflects their previous interactions, interests, or stage in the funnel. 📧 Send Personalized Email Delivers the custom AI-generated email directly to each lead. Subject: “Let’s Reconnect!” Body: Tailored, human-like message written by AI. ✅ Update CRM Record After each email is sent, the workflow updates the lead in Zoho CRM—marking them as contacted, refreshing the Last Activity timestamp, and maintaining accurate engagement history. 🧠 Key Features ✔️ Smart lead filtering based on inactivity window ✔️ AI-crafted, context-aware personalized emails ✔️ Seamless Zoho CRM integration for tracking and updates ✔️ Fully automated daily execution ✔️ Customizable for different CRMs or intervals 💼 Use Cases 💡 Re-engage leads who’ve gone silent for 30+ days 📈 Improve conversion and response rates automatically 🤝 Maintain continuous pipeline nurturing 🔁 Save hours of manual email follow-up 📦 Required Integrations • Zoho CRM API – for fetching and updating lead data • Azure OpenAI API (GPT-4o-mini) – for email personalization • SMTP / Email API – for sending re-engagement emails 🎯 Why Use This Template? ✅ Automates your entire cold-lead revival process ✅ Saves manual outreach time for sales reps ✅ Increases lead conversion through personalized AI communication ✅ Keeps CRM data fresh and accurate

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.

Pre‑Built AI Customer Service System for Businesses | n8n, Gemini & Notion 💥 What It Does Revolutionize your client interactions with this Done‑For‑You AI Customer Service & Lead Routing System. This advanced n8n workflow, powered by Google Gemini and integrated with Notion, is pre-configured and ready to deploy, instantly transforming how you handle inquiries. Stop losing valuable time to manual support and inefficient lead qualification; this system intelligently routes messages, retrieves information from your Notion database, and provides personalized assistance from day one. It's the ultimate shortcut to professional, scalable customer engagement and lead conversion, delivered as a fully set up automation. ⚙️ Key Features ⚡ Instant AI Lead Routing:* Automatically classifies incoming messages (customer service, questions, booking) and directs them to the right AI agent for a seamless user experience. 🧠 Multi-Agent AI System:* Includes specialized AI agents for comprehensive customer support, product/service inquiries, and automated consultation booking. 💡 Notion-Powered Knowledge Base:* Leverages your existing Notion databases to pull accurate, contextual information for personalized responses and solutions. 🤝 Personalized Customer Support:* The Customer Service Agent accesses Notion CRM to provide tailored support based on customer history and previous interactions. 📈 Automated Consultation Booking:* The Booking Agent streamlines scheduling by guiding users to your intake forms, qualifying leads effortlessly. 😩 Pain Points Solved Sick of wasting countless hours on manual customer service inquiries and support? Tired of slow response times costing you valuable leads and frustrating clients? Struggling to build a complex AI chatbot system from scratch with no prior experience? Overwhelmed by disorganized customer data and scattered product information? Missing out on potential sales opportunities due to inefficient lead qualification processes? 📦 What’s Included Fully configured n8n AI Chatbot workflow for instant deployment Pre-integrated Google Gemini language models and AI agents Ready-to-connect Notion CRM and knowledge base tools Comprehensive, step-by-step deployment and launch guide Ongoing access to future updates and enhancements 🚀 Call to Action Launch your AI customer powerhouse today. No setup, no stress, just instant results. 🏷️ Optimized Tags done for you ai, n8n workflow, ai chatbot, customer service automation, lead qualification, notion integration, google gemini, pre built system, ai agent, business automation, digital product, ready to use, instant deploy

📘 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

Maximize your conversion rates with this end-to-end automated outreach and lead nurturing system. This workflow manages the entire sales lifecycle—from instant contact enrollment via WhatsApp to AI-personalized follow-ups and comprehensive A/B performance tracking—all integrated through WATI, Airtable, and OpenAI. 🎯 What This Workflow Does This template operates across four specialized pipelines to ensure no lead is left behind: 📥 Pipeline A: Instant Enrollment Sales reps can enroll a new lead directly from WhatsApp by typing a simple command (e.g., enroll <phone> <name> <company> <campaignId>). The system automatically assigns an A/B testing variant and saves the record to Airtable. ⏰ Pipeline B: Intelligent Follow-up Scheduler Every morning at 9 AM, the bot identifies leads due for a touchpoint. OpenAI generates a unique, personalized message based on the lead's profile and assigned tone (Formal vs. Casual), which is then delivered via WATI. 💬 Pipeline C: Engagement & Intent Tracker Every inbound reply is analyzed by AI to detect the lead's intent (e.g., "Interested", "Question", or "Unsubscribe"). The system automatically updates the CRM status and, if a lead unsubscribes or converts, instantly pauses future automated follow-ups. 📊 Pipeline D: Real-time Analytics By sending the command report, you receive an instant performance dashboard showing conversion rates, total engagement, and a clear comparison of which A/B variant is winning. ✨ Key Features Command-Based Control:** Manage your entire CRM database using simple WhatsApp keywords like enroll, report, and pause. Dynamic Personalization:** OpenAI crafts context-aware messages that mention the lead’s specific company and name, avoiding the "bot feel" of standard templates. Built-in A/B Testing:** Automatically splits leads into two groups to test different messaging strategies and find what converts best. Reputation Protection:** Immediate status updates for "Unsubscribe" or "Not Interested" intents ensure you remain compliant and professional. Rich CRM Integration:** Uses Airtable to store detailed logs of every sent message and received reply for a complete audit trail. 💼 Perfect For SDR & Sales Teams:** Automating the first 5–7 touchpoints so reps can focus only on "Interested" leads. Event Organizers:** Following up with attendees post-webinar or conference. Recruiters:** Managing candidate outreach and tracking initial screening responses. Agencies:** Running outreach campaigns for multiple clients from a single dashboard. 🔧 What You'll Need Required Integrations WATI:** For WhatsApp triggering and message dispatch. Airtable:** To act as your central campaign database. OpenAI API:** For intelligent message generation and intent detection. Configuration Steps Airtable: Create a base with four tables: Contacts Campaigns FollowUps Engagement Airtable IDs: Replace the placeholder Base and Table IDs in all Airtable nodes. WATI: Set up your WATI API credentials. Ready to scale your outreach? Import this template and connect your Airtable to start automating your follow-up campaigns today!

🧭 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.