Workflow Templates

This workflow syncs Shopify customers to your HubSpot account as contacts. Whenever somebody makes a purchase on Shopify, it automatically adds them as a new customer to your Hubspot account if the customer doesn’t exist yet. Also, this workflow creates or updates contacts from new paid orders on Shopify by adding the amount and order close date of the deal. Prerequisites Shopify account and Shopify credentials HubSpot account and HubSpot credentials How it works Shopify trigger starts the workflow whenever an order is updated. HubSpot node creates or updates the contact who made the order update. Set node sorts and passes only the userid. Merge node merges data of both inputs, the order and the customer. Hubspot node looks up if the order already exists. If node splits the workflow conditionally, based on data received. If the order is new, the new deal is created in the Hubspot node.

Who is this for? Sales professionals looking to build lead lists from target company domains Business development teams conducting outreach campaigns Marketers building contact databases for account-based marketing Recruiters searching for potential candidates at specific companies Anyone needing to transform a list of company domains into actionable contact information What problem is this workflow solving? Finding business email addresses for outreach is a time-consuming process. The Apollo API doesn't provide a direct way to extract email contacts from domains in a single call. This workflow bridges that gap by: Automating the two-step process required by Apollo's API Processing multiple domains in batches without manual intervention Extracting, enriching, and storing contact information in a structured format Eliminating hours of manual data entry and API interaction What this workflow does This workflow creates an automated pipeline between Google Sheets and Apollo's API to: Pull a list of target domains from a Google Sheet Submit each domain to Apollo's search API to find associated people Loop through each person found and enrich their profile data Extract key information: name, title, email address, and LinkedIn URL Write the enriched contact information back to a results sheet Process the next domain automatically until all are complete Setup Prerequisites: An n8n instance (cloud or self-hosted) Apollo.io account with API access Google account with access to Google Sheets Google Sheets Setup: Create a new Google Sheet with two tabs: Tab 1: "Target Domains" with a column named "Domain To Enrich" Tab 2: "Results" with columns: Company, First Name, Last Name, Title, Email, LinkedIn n8n Setup: Import the workflow JSON into your n8n instance Set up Google Sheets credentials in n8n Update the Google Sheets document ID in both Google Sheets nodes Add your Apollo API key to both HTTP Request nodes Review and adjust API rate limits if needed Testing: Add a few test domains to your "Target Domains" sheet Run the workflow manually to verify it's working correctly Check the "Results" sheet to confirm data is being properly populated How to customize this workflow to your needs Adding More Contact Fields: Modify the "Clean Up" node to extract additional fields from the Apollo API response Add corresponding columns to your "Results" sheet Update the "Results To Results Sheet" node mapping to include the new fields Filtering Results: Add a Filter node after "Clean Up" to include only contacts with specific roles Create conditions based on title, seniority, or other fields returned by Apollo Automating Workflow Execution: Replace the manual trigger with a Schedule Trigger to run daily/weekly Add a Filter node to process only domains with "Not Processed" status Update the status field in Google Sheets after processing Additional Notes This workflow respects Apollo's API rate limits by processing one contact at a time The Apollo API may not return contact information for all domains or all employees Consider legal and privacy implications when collecting and storing contact information Made with ❤️ by Hueston

Automated system to track and analyze technology stacks used by target companies, helping identify decision-makers and technology trends. 🚀 What It Does Tracks technology stack of target companies Identifies key decision-makers (CTOs, Tech Leads) Monitors technology changes and updates Provides competitive intelligence Generates actionable insights 🎯 Perfect For B2B SaaS companies Technology vendors Sales and business development teams Competitive intelligence analysts Market researchers ⚙️ Key Benefits ✅ Identify potential customers ✅ Stay ahead of technology trends ✅ Target decision-makers effectively ✅ Monitor competitor technology stacks ✅ Data-driven sales strategies 🔧 What You Need BuiltWith API key n8n instance CRM integration (optional) Email/Slack for alerts 📊 Data Tracked Company technologies Hosting providers Frameworks and libraries Analytics tools Marketing technologies 🛠️ Setup & Support Quick Setup Deploy in 20 minutes with our step-by-step guide 📺 Watch Tutorial 💼 Get Expert Support 📧 Direct Help Gain a competitive edge by understanding the technology landscape of your target market.

You Don’t Need More Tools. You Just Need the Right Leads. Why spend $1,000s on lead gen when your perfect leads are already waiting in Apollo? You’ve already filtered the ideal prospects. You know who they are, where they work, and what they do. Now imagine turning that list into enriched, ready-to-contact leads—without paying pricey Apollo's recurring subscription (spoiler: you will pay only 0.60$ per 500 leads). From Filter to Outreach-Ready in Seconds With the Lead Generation System, you just drop your Apollo search URL. The workflow does the rest: ✅ Scrapes all matching contacts from your Apollo filter ✅ Enriches and organizes the data (names, roles, emails, LinkedIns, companies, etc.) ✅ Delivers the final lead list to Airtable—or your CRM of choice No more manual exports. No CSV mess. No VA needed. Just qualified leads, cleaned and ready to go. Perfect For Founders doing DIY outbound Growth marketers scaling cold email Agencies running lead-gen for clients Anyone tired of paying too much for messy, outdated lists Setup Guide I built a step-by-step guide to setup this workflow in 5 to 10 minutes, available here: https://notanothermarketer.gitbook.io/home/templates/lead-generation This template is free. Enjoy!

Scoring LinkedIn Profiles Against Your ICP Use Case This automation scores individual LinkedIn profiles against your Ideal Customer Profile (ICP) based on interest in AI, technical depth, and seniority level. It's ideal for prioritizing leads and understanding how well a person fits your ICP criteria. What This Automation Does Given a LinkedIn profile and an Airtop profile, it: Extracts relevant data from the person's profile Determines levels of AI interest, seniority, and technical depth Calculates an ICP score based on weighted criteria Returns the full enriched profile with the score Input parameters: LinkedIn Profile URL** (e.g., https://linkedin.com/in/janedoe) Airtop Profile** connected to LinkedIn ICP scoring method** in the Airtop node prompt Output fields in JSON format: Full name, job title, employer, company LinkedIn URL, location, number of connections and followers, about section content and more Calculated ICP Score (out of 100) How It Works Form Trigger or Workflow Trigger: Accepts input from either a form or another workflow. Parameter Assignment: Ensures proper variable names for downstream nodes. Airtop Enrichment Tool: Extracts and scores the person based on a detailed prompt. Scoring: Uses this point system: AI Interest: beginner (5), intermediate (10), advanced (25), expert (35) Technical Depth: basic (5), intermediate (15), advanced (25), expert (35) Seniority Level: junior (5), mid-level (15), senior (25), executive (30) Output Formatting: Cleans and returns the result as JSON. Setup Requirements IMPORTANT: Enter your ICP scoring method in the prompt field of the Airtop node Airtop Profile connected to LinkedIn. Airtop API credentials configured in n8n. Optional: a front-end form to collect profile URLs and trigger the automation. Next Steps Embed in CRM**: Trigger this automation on new leads to auto-score them. Batch Process Leads**: Run it over a list of profile URLs for segmentation. Customize Scoring**: Adjust point weights based on your sales priorities. Read more about Scoring LinkedIn Profiles Against Your ICP

This workflow enriches new accounts in Pipedrive using Datagma API by adding data about ICP (ideal customer profile). Instead of Pipedrive, you can use any other CRM. In this example, ideal buyers are heads of sales/business development. Prerequisites Pipedrive account and Pipedrive credentials How it works Pipedrive trigger node starts the workflow when a new company is created. HTTP Request node queries data from Datagma. Pipedrive node updates Pipedrive contact with new data from Datagma. The Item Lists node simplifies returned data from Datagma that contain lists (arrays), enabling you to easily modify the structure for further processing without the need to use Function nodes and write custom JavaScript. IF node identifies if the lead corresponds ICP. HTTP Request node searches for emails in Datagma. Set node prepares data for further merging. Merge node combines data from multiple streams. Pipedrive node adds a new person in Pipedrive.

🎤 Audio-to-Insights: Auto Meeting Summarizer Transform your meeting recordings into actionable insights automatically. This powerful n8n workflow monitors your Google Drive for new audio files, transcribes them using OpenAI's Whisper, generates intelligent summaries with ChatGPT, and logs everything in Google Sheets - all without lifting a finger. 🔄 How It Works This workflow operates as a seamless 6-step automation pipeline: Step 1: Smart Detection The workflow continuously monitors a designated Google Drive folder (polls every minute) for newly uploaded audio files. Step 2: Secure Download When a new audio file is detected, the system automatically downloads it from Google Drive for processing. Step 3: AI Transcription OpenAI's Whisper technology converts your audio recording into accurate text transcription, supporting multiple audio formats. Step 4: Intelligent Summarization ChatGPT processes the transcript using a specialized prompt that extracts: Key discussion points and decisions Action items with assigned persons and deadlines Priority levels and follow-up tasks Clean, professional formatting Step 5: Timestamp Generation The system automatically adds the current date and formats it consistently for tracking purposes. Step 6: Automated Logging The final summary is appended to your Google Sheets document with the date, creating a searchable archive of all meeting insights. ⚙️ Setup Steps Prerequisites Before setting up the workflow, ensure you have: Active Google Drive account OpenAI API key with credits Google Sheets access n8n instance (cloud or self-hosted) Configuration Steps 1. Credential Setup Google Drive OAuth2**: Required for folder monitoring and file downloads OpenAI API Key**: Needed for both transcription (Whisper) and summarization (ChatGPT) Google Sheets OAuth2**: Essential for writing summaries to your spreadsheet 2. Google Drive Configuration Create a dedicated folder in Google Drive for meeting recordings Copy the folder ID from the URL (the long string after /folders/) Update the folderToWatch parameter in the workflow 3. Google Sheets Preparation Create a new Google Sheet or use an existing one Ensure it has columns: Date and Meeting Summary Copy the spreadsheet ID from the URL Update the documentId parameter in the workflow 4. Audio Requirements Supported Formats**: MP3, WAV, M4A, MP4 Recommended Size**: Under 100MB for optimal processing Language**: Optimized for English (customizable for other languages) Quality**: Clear audio produces better transcriptions 5. Workflow Activation Import the workflow JSON into your n8n instance Configure all credential connections Test with a sample audio file Activate the workflow trigger 🚀 Use Cases Project Management Team Standup Summaries**: Convert daily standups into actionable task lists Sprint Retrospectives**: Extract improvement points and action items Stakeholder Updates**: Generate concise reports for leadership Sales & Customer Success Discovery Call Notes**: Capture prospect pain points and requirements Demo Follow-ups**: Track questions, objections, and next steps Customer Check-ins**: Monitor satisfaction and expansion opportunities Consulting & Professional Services Client Strategy Sessions**: Document recommendations and implementation plans Requirements Gathering**: Organize complex project specifications Progress Reviews**: Track deliverables and milestone achievements HR & Training Interview Debriefs**: Standardize candidate evaluation notes Training Sessions**: Create searchable knowledge bases Performance Reviews**: Document development plans and goals Research & Development Brainstorming Sessions**: Capture innovative ideas and concepts Technical Reviews**: Log decisions and architectural choices User Research**: Organize feedback and insights systematically 💡 Advanced Customization Options Enhanced Summarization Modify the ChatGPT prompt to focus on specific elements: Add speaker identification for multi-person meetings Include sentiment analysis for customer calls Generate department-specific summaries (technical, sales, legal) Extract financial figures and metrics automatically Integration Expansions Slack Integration**: Auto-post summaries to relevant channels Email Notifications**: Send summaries to meeting participants CRM Updates**: Push action items directly to Salesforce/HubSpot Calendar Integration**: Schedule follow-up meetings based on action items Quality Improvements Audio Preprocessing**: Add noise reduction before transcription Multi-language Support**: Configure for international teams Custom Templates**: Create industry-specific summary formats Approval Workflows**: Add human review before final storage 🛠️ Troubleshooting & Best Practices Common Issues Large File Processing**: Split recordings over 100MB into smaller segments Poor Audio Quality**: Use noise reduction tools before uploading API Rate Limits**: Implement delay nodes for high-volume usage Formatting Issues**: Adjust ChatGPT prompts for consistent output Optimization Tips Upload files in supported formats only Ensure stable internet connection for cloud processing Monitor OpenAI API usage and costs Regularly backup your Google Sheets data Test workflow changes with sample files first 📊 Expected Outputs Sample Summary Format: Meeting Summary - March 15, 2024 Key Discussion Points: Q1 budget review and allocation decisions New product launch timeline and milestones Team restructuring and role assignments Action Items: John: Finalize budget proposal by March 20th (High Priority) Sarah: Schedule product demo sessions for March 25th Team: Submit org chart feedback by March 18th Decisions Made: Approved additional marketing budget of $50K Delayed product launch to April 15th for quality assurance Promoted Lisa to Senior Developer role 📞 Questions & Support For any questions, customizations, or technical support regarding this workflow: 📧 Email Support Primary Contact**: Yaron@nofluff.online Response Time**: Within 24 hours on business days Best For**: Setup questions, customization requests, troubleshooting 🎥 Learning Resources YouTube Channel**: https://www.youtube.com/@YaronBeen/videos Step-by-step setup tutorials Advanced customization guides Workflow optimization tips 🔗 Professional Network LinkedIn**: https://www.linkedin.com/in/yaronbeen/ Connect for ongoing support Share your workflow success stories Get updates on new automation ideas 💡 What to Include in Your Support Request Describe your specific use case Share any error messages or logs Mention your n8n version and setup type Include sample audio file characteristics (if relevant) Ready to transform your meeting chaos into organized insights? Download the workflow and start automating your meeting summaries today!

Turn Gumroad buyers into loyal email subscribers and keep your CRM up‑to‑date. When someone makes a purchase on your Gumroad store, this n8n workflow instantly adds that customer to the right MailerLite group (so your nurture sequence starts on time) and writes the sale details into your Google Sheets CRM. You’ll never copy‑and‑paste orders again, and every buyer begins receiving your follow‑up emails the moment they purchase. Requirements A Gumroad account with a product listed A MailerLite account. A MailerLite group of subscribers created Enabled APIs and credentials for Google Sheets, MailerLite and Gumroad How it works Listen for a new sale on Gumroad** The Gumroad trigger watches your account 24/7 and fires as soon as a sale is completed. Create (or update) the subscriber in MailerLite** Their name and email are added to MailerLite. If they already exist, the workflow simply updates their profile. Assign the subscriber to your Gumroad group** Grouping lets your MailerLite automation send the right onboarding or upsell sequence without manual tagging. Log the purchase in Google Sheets** The buyer’s contact details, product, price, and date are appended as a new row in your CRM sheet. Set‑up steps Create an application in Gumroad. Copy the access token, you’ll paste it into the Gumroad trigger node. Grab your MailerLite API key MailerLite dashboard → Integrations → API. Paste it into the two MailerLite nodes. Prepare a Google Sheets spreadsheet Add column headers like Name, Email, Product, Price, Date. Open the template in n8n Cloud or Desktop In the Gumroad node, paste your token. In the MailerLite nodes, paste your API keys and replace the group id. In the Google Sheets node, replace the credentials, pick your spreadsheet and worksheet. Get in touch with us Feel free to contact us at 1 Node. Get instant access to a library of free resources we created.

AI LinkedIn Outreach Automation with Apollo, OpenAI & PhantomBuster Categories:* Sales Automation Lead Generation AI Personalization This workflow creates a complete LinkedIn outreach automation system that generates targeted lead lists from Apollo using natural language, enriches profiles with AI-personalized icebreakers, and automatically sends connection requests through PhantomBuster. Built by someone who's made over $1 million with AI automation, this system demonstrates the real-world approach to building profitable automation workflows. Benefits* Natural Language Lead Targeting - Describe your ideal prospects in plain English and automatically generate Apollo search URLs AI-Powered Personalization - Creates custom icebreakers based on LinkedIn profile data, employment history, and professional background Complete Outreach Pipeline - From lead discovery to personalized connection requests, fully automated end-to-end Smart Data Management - Automatically tracks all prospects in Google Sheets with deduplication and status tracking Cost-Effective Scraping - Uses Apify to extract Apollo data without expensive subscription costs Scalable Architecture - Processes hundreds of leads while respecting LinkedIn's connection limits How It Works* Natural Language Lead Generation: Form input accepts audience descriptions in plain English AI converts descriptions into properly formatted Apollo search URLs Automatically includes location, company size, job titles, and keyword filters Apollo Data Extraction: Uses Apify actor to scrape targeted lead lists from Apollo Extracts LinkedIn URLs, email addresses, employment history, and profile data Processes 500+ leads per run with detailed professional information AI Personalization Engine: Analyzes LinkedIn profile data including job history and company information Generates personalized icebreakers using proven connection request templates Creates human-like messages that reference specific career details and achievements Google Sheets Integration: Automatically stores all lead data in organized spreadsheet format Tracks prospect information, contact details, and generated icebreakers Provides easy data management and campaign tracking PhantomBuster Automation: Connects to PhantomBuster API to trigger LinkedIn connection campaigns Sends personalized connection requests with custom icebreakers Respects LinkedIn's daily limits and mimics human behavior patterns Business Use Cases* Sales Teams - Automate prospecting for B2B outreach campaigns Agencies - Scale client acquisition through targeted LinkedIn outreach Recruiters - Find and connect with qualified candidates efficiently Entrepreneurs - Build professional networks in specific industries Business Development - Generate qualified leads for partnership opportunities Revenue Potential This system can replace expensive LinkedIn outreach tools that cost $200-500/month. Users typically see: 400% improvement in response rates through personalization 10x faster lead generation compared to manual prospecting Ability to process 500+ leads per hour vs. 10-20 manually Difficulty Level: Intermediate Estimated Build Time: 1-2 hours Monthly Operating Cost: ~$50 (Apollo + PhantomBuster + AI APIs) Watch My Complete 1-Hour Build* Want to see exactly how I built this system from scratch? I walk through the entire development process live, including all the debugging, API integrations, and real-world testing that goes into building profitable automation systems. 🎥 See My Live Build Process: "Build This Automated AI LinkedIn DM System in 1 Hour (N8N)" This comprehensive tutorial shows my actual development approach - including the detours, problem-solving, and iterative testing that real automation building involves. Required Google Sheets Setup* Create a Google Sheet with these exact column headers: Essential Lead Columns: id - Unique prospect identifier first_name - Contact's first name last_name - Contact's last name name - Full name linkedin_url - LinkedIn profile URL title - Current job title email_status - Email verification status photo_url - Profile photo URL icebreaker - AI-generated personalized message Setup Instructions: Create Google Sheet with these headers in row 1 Connect Google Sheets OAuth in n8n Update the document ID in the "Add to Google Sheet" node PhantomBuster will read from this sheet for automated outreach Set Up Steps* Apollo & Apify Configuration: Set up Apify account and obtain API credentials Configure Apollo scraper actor with proper parameters Test lead extraction with sample audience descriptions AI Personalization Setup: Configure OpenAI API for natural language processing and personalization Set up prompt templates for audience targeting and icebreaker generation Test personalization quality with sample LinkedIn profiles Google Sheets Integration: Create lead tracking spreadsheet with proper column structure Configure Google Sheets API credentials and permissions Set up data mapping for automatic lead storage PhantomBuster Connection: Set up PhantomBuster account and LinkedIn connection Configure LinkedIn auto-connect agent with custom message templates Connect API for automated campaign triggering Form and Workflow Setup: Configure form trigger for audience input collection Set up data flow between all components Add proper error handling and rate limiting Testing and Optimization: Start with small batches (5-10 connections daily) Monitor LinkedIn account health and response rates Optimize icebreaker templates based on performance data Important Compliance Notes* LinkedIn Limits: Respect 100 connection requests per week limit Account Safety: Use PhantomBuster's human-like behavior patterns Message Quality: Regularly update templates to avoid automation detection Response Management: Monitor and respond to replies within 24 hours Advanced Extensions* This system can be enhanced with: Multi-channel Outreach: Add email sequences for comprehensive campaigns A/B Testing: Test different icebreaker templates automatically CRM Integration: Connect to Salesforce, HubSpot, or other sales systems Response Tracking: Monitor reply rates and optimize messaging Explore My Channel* For more advanced automation systems that generate real business results, check out my YouTube channel where I share the exact strategies I've used to make over $1 million with AI automation.

Automating Person Data Enrichment and CRM Update Use Case This automation enriches a person’s professional profile using their name and work email, scores them against an ICP (Ideal Customer Profile), and updates their record in HubSpot. It’s ideal for sales, marketing, and recruitment teams needing reliable contact insights. What This Automation Does This automation performs the following using the input parameters: Person name**: The full name of the individual. Work email**: The professional email address of the contact. Airtop Profile (connected to LinkedIn)**: An authenticated Airtop Profile used for LinkedIn-based enrichment. Hubspot object id**: The internal HubSpot ID for the contact to be updated. How It Works Initiates the workflow using a form or external trigger. Uses the name and email to extract and enrich the person’s data, including: LinkedIn profile and company page About section, job title, location ICP score, seniority level, AI interest, technical depth, connection and follower counts Formats and maps the enriched data. Pushes the updated data to HubSpot using the object ID. Setup Requirements Airtop API Key Airtop Profile logged in to LinkedIn. HubSpot access with object ID field for each contact to update. Next Steps Combine with Lead Generation**: Use as part of an end-to-end workflow that sources leads and enriches them in real time. Trigger from CRM**: Initiate this workflow when a new contact is added in HubSpot or another CRM. Customize Scoring Logic**: Tailor the ICP calculation to your team’s specific criteria. Read more about person data enrichment

🧑‍💼 Who is this for? If you’re using Notion to manage a database (like saving links, tasks, notes, or anything really), and it’s starting to get messy with duplicate entries, this workflow is for you. It’s especially useful if you want to keep things tidy without doing any manual cleanup. 🧠 What problem is this workflow solving? Notion doesn’t have a built-in way to find or remove duplicates, so you either clean them up manually 😩 or just let them pile up. This workflow automatically finds entries that share the same property (like a URL or title) and archives the extra copies, keeping just one. ⚙️ What this workflow does Pulls all pages from a Notion database. Identifies duplicates based on a property you choose. Archives the duplicate pages (which is like soft-deleting them). Keeps one version of each duplicate group. It includes two optional triggers: Run it every day ⏰ Or trigger it automatically when a new page is added to the database ⚡ 🛠️ Setup Connect your Notion account in n8n. Select your database in the Notion nodes. In the “Format items properly” node, replace "SET YOUR PROPERTY HERE" with a reference to the property you want to use for detecting duplicates. I recommend using the n8n property drag-and-drop feature. Enable whichever trigger you prefer — or both. And that’s it. It runs on its own after that. 🧩 How to customize this workflow to your needs Use a different property for detecting duplicates by updating the Set node. Want to tag duplicates instead of archiving them? Just replace the last Notion node with an update operation. Adjust the schedule to run it hourly, weekly, or whenever suits your setup.

Who is this for? This workflow is designed for Customer Success Managers (CSM), sales, support, or marketing teams using HubSpot CRM who want to automate customer engagement tracking when new emails arrive. It’s ideal for businesses looking to streamline CRM updates without manual data entry. Problem Solved / Use Case Manually logging email interactions in HubSpot is time-consuming. This workflow automatically parses incoming emails, checks if the sender exists in HubSpot, and either: Creates a new contact + logs the email as an engagement (if the sender is new). Logs the email as an engagement for an existing contact. What This Workflow Does Triggers when a new email arrives in a connected IMAP inbox. Parses the email using AI (OpenAI) to extract structured data. Searches HubSpot for the sender’s email address. Updates HubSpot: Creates a contact (if missing) and logs the email as an engagement. Or logs the engagement for an existing contact. Setup Configure Email Account: Replace the default IMAP node with your email provider HubSpot Credentials: Add your HubSpot API key in the HubSpot nodes. OpenAI Integration: Ensure your OpenAI API key is set for email parsing. Customization Tips Improve AI Prompt**: Modify the OpenAI prompt to extract specific email data (e.g., customer intent). Add Filters**: Exclude auto-replies or spam by adding a filter node. Extend Functionality**: Use the parsed data to trigger follow-up tasks (e.g., Slack alerts, tickets). Need Help? Contact thomas@pollup.net for workflow modifications or help. Discover my other workflows here