by Nalin
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
by Guillaume Duvernay
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.
by System Admin
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by System Admin
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by System Admin
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by Miha
This n8n template posts a quick weekly snapshot to Slack so your team sees last week’s funnel movement at a glance. It counts how many contacts entered the Lead stage in the past week—and optionally reports closed-won deals from the same period. Perfect for GTM standups and Monday pipeline reviews. How it works A weekly schedule (e.g., Mondays 07:00) kicks things off. HubSpot → Get all contacts** pulls contacts with hs_v2_date_entered_lead. A filter keeps only those whose lead date is within the last 7 days. Summarize** counts the resulting leads. Slack* posts: “Last week we generated *X** leads.” (Optional branch) Deals: HubSpot → Get all deals with hs_is_closed_won and hs_closed_won_date. Filter to closed-won last week. Summarize to report count and (if mapped) total amount. How to use Connect HubSpot on the contacts and (optional) deals nodes. Connect Slack and pick the destination channel. In Schedule the report, set your preferred day/time. (Optional) For the Deals branch, include the amount property on “Get all deals” and set Summarize → sum over amount. Activate the workflow. Requirements HubSpot** (OAuth2) Slack** (OAuth2) Notes & customization Time windows:** Adjust the filter to different periods (e.g., last 14 or 30 days). More stages:** Duplicate the contacts branch for MQL/SQL or custom lifecycle events. Richer Slack message:** Add emojis, trend vs. prior week, or a tiny leaderboard by owner. Segments:** Split by country/industry using HubSpot lists or additional filters.
by Ziad Adel
What This Workflow Does This workflow transforms Google Sheets into a lightweight productivity engine and connects it to Slack for automated reminders and daily recaps. No extra SaaS, no extra cost – just a simple system that keeps you on track and accountable. Pre-conditions / Requirements Before you start, make sure you have: A Google account with access to Google Sheets. A Slack workspace where you can post reminders and summaries. An n8n instance (self-hosted or cloud) with: Google Sheets credentials connected. Slack credentials connected. How It Works Task Tracking in Google Sheets Add tasks with columns: Task ID, Task Name, Due Date, Status, and Why it matters. The workflow checks for tasks that are due soon or overdue. Automated Slack Reminders Every 15 minutes, the workflow scans for tasks due in the next 30 minutes. Slack sends a ping with the task name, deadline, and reason. Daily Recap at 6 PM Slack posts a summary of how many tasks you completed vs how many are still pending. Encourages reflection and accountability. Duplicate Protection Each task has a "Last Reminder Sent" column so you don’t get spammed with repeat messages. Customization Options Reminder Frequency**: Change the Cron node to check tasks every 5, 10, 30 minutes, or hourly. Daily Recap Time**: Adjust the daily Cron node (default: 6 PM) to match your schedule. Slack Channel**: Point reminders and recaps to a private DM, a public channel, or multiple channels. Task Fields**: Add columns like Priority, Assigned To, or Category and adjust Slack messages accordingly. Weekly Review**: Extend the workflow with another Cron node on Sundays to send a weekly productivity score. Reflection Logs**: Add automation to write daily results into a second tab for trend tracking. Benefits ✅ Eliminate missed deadlines with proactive reminders. ✅ Daily accountability inside Slack – no extra dashboards. ✅ Zero SaaS costs – only Sheets, Slack, and n8n. ✅ Fully customizable to match your workflow, team, or habits. ✅ Scales easily from solo use to team task tracking. Use Cases Solo founders or freelancers who want a cheap but powerful task manager. Small teams who live in Slack and want lightweight accountability. Productivity enthusiasts who want flexibility and control without being locked into another SaaS.
by Jose Bossa
n8n Workflow Backup System 👥 Who's it for This workflow is perfect for n8n users who want to automatically backup all their workflows 💾 to Google Drive with zero manual effort. Perfect for teams managing multiple workflows or anyone who values data safety! 🔒 🤖 What it does It automatically creates daily backups of all your n8n workflows to Google Drive in readable JSON format, organizes them in dated folders, and cleans up old backups to save storage space. Set it and forget it! ✨ ⚙️ How it works Spanish Version (Español) 🇪🇸 ⏰ Schedule Trigger – Runs automatically every day at 4:00 AM 📁 Create New Folder – Creates a timestamped backup folder in Google Drive 🔌 n8n API Connection – Fetches all workflows from your n8n instance 🔄 Loop Over Items – Processes each workflow individually through two paths: Upper Path (Cleanup): 🗂️ Get Folders – Retrieves all existing backup folders 🔍 Filter – Excludes the current folder 🗑️ Delete Folder – Permanently removes old backups Lower Path (Backup): 📄 Convert to File – Transforms workflow to formatted JSON ☁️ Google Drive – Saves JSON file to backup folder English Version 🇬🇧 Identical functionality with English interface 📋 Requirements n8n instance** with API access enabled Google Drive account** with sufficient storage n8n API credentials** configured Google Drive OAuth2 credentials** configured 🛠️ How to set up Configure n8n API credentials: Format: https://your-instance.n8n.io/api/v1 Generate API key from your n8n instance settings Set up Google Drive credentials: Connect your Google account via OAuth2 Grant necessary permissions for folder creation and file management Configure target folder: Create a parent folder in Google Drive (e.g., "N8N Backups") Copy the folder ID from the URL Update the folderId in "create new folder" nodes Adjust schedule (optional): Default: 4:00 AM daily Modify triggerAtHour in Schedule Trigger node Test manually: Use the Manual Trigger to test before scheduling Verify folders are created and files are saved correctly Activate the workflow ✅ 🎨 How to customize Change backup frequency:** Modify Schedule Trigger settings (hourly, weekly, monthly) Keep multiple backup versions:** Remove or modify the cleanup path to retain more history Change folder naming:** Edit the folder name format in "create new folder" node (default: Workflow Backups [day] [time] [date]) Backup to different location:** Change the parent folder ID Add notifications:** Include email/Slack nodes to get backup completion alerts Filter specific workflows:** Add Filter node after n8n node to backup only certain workflows ⚠️ Important Notes Old backups are permanently deleted by default to save space Ensure sufficient Google Drive storage for your workflow size API credentials must have read access to all workflows The workflow processes items sequentially to avoid rate limits
by Harshil Agrawal
No description available
by Jitesh Dugar
Consolidate and report monthly financial documents using Google Drive and Slack 🎯 Description Streamline your month-end accounting processes with this enterprise-grade automation designed to aggregate, validate, and merge fragmented financial documents into a single, professional reporting bundle. This workflow transforms manual document chaos into a structured, touchless system using Google Drive and Slack. ✨ How to achieve automated document consolidation You can achieve a fully autonomous financial reporting cycle by using the available tools to: List and scan folders — Automatically retrieve all documents from a designated Google Drive folder at the end of each month. Validate file formats — Use an IF Node to ensure only PDF documents (invoices, receipts, statements) are processed, preventing workflow crashes from incompatible file types. Aggregate binary data — Gather separate file streams into a unified data array using the Aggregate Node to ensure stable processing for the merge engine. Merge into master reports — Utilize the HTML to PDF engine to consolidate individual files into one "Monthly Finance Pack" with professional naming conventions. Secure and archive — Upload the consolidated master file back to a secure archive folder in Google Drive. Notify the team — Send a real-time Slack alert with the final filename, ensuring the accounting team knows exactly when the report is ready. 💡 Key features Intelligent filtering and validation The workflow auto-detects MIME types to filter out non-PDF noise and system files. This ensures a consistent input for the merge engine and prevents processing errors. Advanced data aggregation By utilizing the Aggregate Node, the workflow handles multiple binary files simultaneously. This architecture prevents the "looping errors" common in basic PDF workflows and maintains document order during the merge process. Dynamic time-stamping with Luxon A critical technical feature of this template is the use of Luxon expressions for professional document naming. By utilizing {{ $now.setZone('America/New_York').toFormat('MMMM yyyy') }} within the Slack and upload nodes, the workflow automatically generates accurate timestamps. This eliminates manual renaming and ensures your archives are perfectly organized by month and year. 🎯 Perfect for Finance departments** — Consolidate hundreds of monthly vendor invoices into one audit-ready file. Property managers** — Bundle monthly utility bills and maintenance receipts for property owners. Freelancers and agencies** — Collate all business expenses for the month to send to a tax preparer. 📦 What you will need Required integrations: Google Drive — Source folder for documents and destination for the final bundle. HTML to PDF Node — The core engine for PDF merging operations. Slack — For automated team notifications and status updates. 📈 Expected results 90% time savings** — Reduce manual report creation from 30 minutes to seconds. Zero lost documents** — Maintain a complete digital trail with automatic archival. Audit readiness** — Ensure a consistent naming and storage structure for all past financial reports. Ready to automate your reporting? Import this template, connect your credentials, and turn your monthly document collection into a 100% automated workflow.
by Harshil Agrawal
No description available
by CompanyEnrich
This workflow allows you to automatically expand your B2B target lists by discovering companies similar to your existing leads. Instead of manually searching for competitors or lookalikes, you can input a list of domains into Google Sheets and let the CompanyEnrich API generate high-quality lookalike suggestions along with similarity scores. Who is this for? This template is ideal for GTM Engineers, Sales Teams, and Growth Hackers who want to enrich their lead databases and find new prospecting opportunities based on their current ideal customer profile (ICP). What it does Reads Source: It pulls a list of company domains from a specified Google Sheet. Enriches: It sends each domain to the CompanyEnrich API to find similar companies (competitors/lookalikes). Processes: It merges the new data with your original list and formats the JSON response. Saves: It appends the results (Similar Company Name, Domain, and Similarity Score) back into a new tab in your Google Sheet. Requirements Google Sheets:** A spreadsheet with a column named Domain containing the websites you want to analyze. CompanyEnrich API Key:** You need an API key from CompanyEnrich. n8n Credentials:** Connected Google Sheets account. How to set up Prepare Sheet: Create a Google Sheet with two tabs. In the first tab, create a column header named Domain and add your target websites. Leave the second tab empty for results. Configure Nodes: Open the "Read Source List" and "Write Results" nodes to select your spreadsheet file and the respective tabs. Add API Key: Open the "Fetch Similar Companies" node. In the Header Parameters section, replace YOUR_API_TOKEN with your actual API key (keep the Bearer prefix). How to customize Filter by Score:** You can add an "If" node after the API call to filter out results with a low similarity score. Change Destination:** Instead of Google Sheets, you can easily swap the final node to write results to Airtable, Notion, or your CRM (HubSpot/Pipedrive).