Workflow Templates

This workflow sends an automatic daily summary of your Microsoft Outlook calendar events into a Microsoft Teams channel. Perfect for team visibility or personal reminders. This automation is ideal for team leads, project managers, and remote workers who need to keep stakeholders informed of scheduled events without manual effort. It saves time, ensures consistent communication, and reduces the chance of missing important meetings. How it works Scheduled Trigger The workflow runs automatically every midnight (00:00 UTC). Create filter for "TODAY" value (Code Node) The code node generates the date value for "today" Calculates UTC start and end of the current day Builds a Microsoft Graph-compatible filter string Microsoft Outlook Node: Get Today’s Events Resource : Event Operation : Get Many Uses {{ $json.filter }}, which is generated from today's date, to retrieve only relevant entries Format Events as HTML (Code Node) Code node transforms each event into a formatted HTML message Meeting Time: 2025-07-08T10:00:00Z Subject: Weekly Sync Summary: Discuss project milestones and blockers. Microsoft Teams Node: Send Summary Message Chat Message | Create | Selected Channel | HTML content Uses the htmlMessage field from the previous node as the message body How to Use Import the Workflow Load the .json file into your n8n instance via “Import from File” or directly via the workflow UI. Set Up Credentials Go to Credentials in n8n. Add or configure your Microsoft Outlook OAuth2 API credential. Add or configure your Microsoft Teams OAuth2 API credential. Assign these credentials to the corresponding nodes in the workflow. Adjust Timezone and Schedule Edit the Schedule Trigger node to reflect your local timezone or preferred time. Configure the Microsoft Outlook Node Ensure the correct Outlook calendar is targeted. Confirm the Get Many node includes this expression in the filter field: {{ $json.filter }} Customize the HTML Output (Optional) Open the “Format Events” Code node to: Add new fields like Location, Organizer, or Attendees. Adjust date formatting to local time if needed. Target the Correct Teams Channel Open the Microsoft Teams node, select the team and channel where messages should be posted. Message type must be set to HTML if sending formatted content. Test the Workflow Run it manually to verify: Events are fetched correctly. The message is well-formatted and appears in the correct Teams channel. If you see no events, double-check the date filter logic or ensure events exist for today. Example Use Cases Team Syncs**: Automatically notify your project channel every morning with today's meetings. Remote Work**: Help remote teams stay aligned on shared calendars. Personal Assistant**: Keep track of your own day’s agenda with an automatic Teams message. Requirements Microsoft Outlook** Account must have permission to access calendar events via Graph API. OAuth2 credential must be configured in n8n Credential Manager. Microsoft Teams** Requires permission to post messages to specific channels. OAuth2 credential must be configured and authorized.

Define Your ICP from Customer LinkedIn Profiles Use Case This automation helps marketing and sales teams define their Ideal Customer Profile (ICP) using real LinkedIn profiles of current high-fit customers. By enriching and analyzing profile data, it generates a clear ICP definition and scoring methodology for future targeting. What This Automation Does This automation analyzes LinkedIn profiles of your existing customers and produces: A structured ICP definition A scoring model to evaluate future prospects A Google Boolean search string to find similar prospects Input: LinkedIn profile URLs of existing high-fit customers (e.g., https://www.linkedin.com/in/amirashkenazi/) Output: A Google Doc containing the ICP analysis and scoring methodology How It Works Trigger: Waits for a chat message containing one or more LinkedIn profile URLs. AI Agent: Parses and processes the URLs. Airtop Data Enrichment: Uses Airtop to extract structured information from each LinkedIn profile (e.g., job title, company, experience, skills). Memory: Maintains state between inputs for consistent analysis. LLM Analysis: Uses Claude 3.7 Sonnet to synthesize enriched data into a meaningful ICP. Google Docs: Automatically creates a new doc with a timestamped title and appends the ICP definition. Setup Requirements Airtop Profile connected to LinkedIn, Insert the profile name in the Airtop Tool Airtop API credentials. Get it free here If you choose to activate saving the profiles in Google Docs you will need OAuth2 credentials (or just copy the ICP definition from the chat) Next Steps Use the ICP for Scoring**: Feed new LinkedIn profiles through the same Airtop enrichment and use the scoring function to evaluate fit. Automate Target Discovery**: Plug the Boolean search output into LinkedIn, Google, or People Data Labs for ICP-matching lead generation. Refine Continuously**: Repeat the workflow as your customer base grows or segments evolve. Read more about how to Define ICP from Customer Examples

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!

A single workflow with 2 flows/paths that combine to handle the backup sequence for Zigbee device configuration from HomeAssistant / zigbee2mqtt. This provides a way to automate a periodic capture of Zigbee coordinators and device pairings to speed the recovery process when/if the HomeAssistant instance needs to be rebuilt. Setting up similar automation without n8n (e.g. shell scripts and system timers) is consiterably more challenging. n8n makes it easy and this template should remove any other excuse not to do it. Flow 1 Triggered by Cron/Timer set whatever interval for backups sends mqtt message to request zigbee2mqtt backup (via separate message) Flow 2 Triggered by zigbee2mqtt backup message Extracts zip file from the message and stores somewhere, with a date-stamp in the filename, via sftp Setup Create a MQTT connection named "MQTT Account" with the appropriate protocol (mqtt), host, port (1883), username, and password Create an sftp connection named "SFTP Zigbee Backups" with the appropriate host, port (22), username, and password or key. Reference This article describes the mqtt parts.

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.

Automated workflow that transforms BuiltWith technology data into actionable sales leads in Trello, creating a visual sales pipeline. 🚀 What It Does Converts tech stack data into Trello cards Organizes leads by technology stack Tracks sales pipeline stages Enables team collaboration Updates automatically 🎯 Perfect For Sales teams Business development Account executives Tech startups Digital agencies ⚙️ Key Benefits ✅ Visual sales pipeline ✅ Easy lead qualification ✅ Team collaboration ✅ Technology-based filtering ✅ Automated data entry 🔧 What You Need BuiltWith API access Trello account n8n instance Google account (for authentication) 📊 Data Mapped to Trello Company details Technology stack Contact information Website metrics Custom labels 🛠️ Setup & Support Quick Setup Start in 20 minutes with our step-by-step guide 📺 Watch Tutorial 💼 Get Expert Support 📧 Direct Help Turn technology intelligence into sales opportunities with automated lead management.

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

🚀 WhatsApp Automation Template Designed & Developed by Infridet Solutions Private Limited 🔧 Objective: Automate your lead nurturing and sales process from YouTube/Instagram → Landing Page → CRM → Email → WhatsApp → Sales → Deal Closure using tools like: 🌐 WordPress (Landing Page + Fluent Forms) 🧾 Google Sheets (Backup Log) 📩 FluentCRM (Lead Tagging + Email Sequences) 💬 Whinta.com (WhatsApp Messaging API) ⚙️ N8N (Workflow Automation Engine) 🧩 System Flow Overview: Lead Source: YouTube or Instagram CTA Landing Page: Built on WordPress with a story-driven design Form Capture: Fluent Forms with dynamic input fields Data Sync: Backup to Google Sheets Push lead to FluentCRM and tag as New Lead Email Sequence: Warm-up emails (1 to 5) Introduce offer or service WhatsApp Outreach: Send personalized message via Whinta Triggered 1 hour after form fill or last email Sales Follow-Up: Sales team handles replies manually CRM tag updated to Customer upon closing 📁 Folder Structure (Optional Git/Zip File): 📦 WhatsApp-Automation-Infridet/ │ ├── whatsapp-automation-n8n.json # N8N Flowchart Import File ├── email-templates.docx # Warm-up Email Scripts ├── whinta-api-integration.pdf # API Documentation ├── crm-tagging-notes.txt # CRM Tag Setup Details └── readme.md # This Instruction File 🛠️ Required Integrations & Setup ✅ Fluent Forms (WordPress) Embed form with Name, Email, Phone Enable webhook to N8N: /lead-capture ✅ Google Sheets Use n8n-nodes-base.googleSheets node Capture name, email, phone, source, timestamp ✅ FluentCRM REST API enabled Push contact and assign tag New Lead Setup Email Automation via tag trigger ✅ SMTP Email (Optional) Use Gmail SMTP or Brevo Trigger email on form submission ✅ Whinta.com (WhatsApp API) Send POST request Payload includes phone, message, sender_id Customize message with personalization 💬 Sample WhatsApp Message: Hey {{name}}, Gyan here from Account Craft 👋 I saw your form submission – would you like help in starting your YouTube journey this week? Let me know. I'm just one text away. ✅ 📧 Sample Email (Warmup Day 1): > Subject: Welcome to Account Craft 🚀 > Body: > Hi {{name}}, > > I’m Gyan from Account Craft. Thanks for joining us! > Here’s what’s coming next: exclusive videos, personalized tips, and real support to get your YouTube channel earning. > > Let’s go! > – Gyan 🔁 CRM Tag Updates: | Action | Tag Assigned | |-------------------|------------------| | On form fill | New Lead | | After WhatsApp | Engaged | | After sale closed | Customer | 📌 Final Output: Once completed, the system will: Log all leads into a database Automatically send emails and WhatsApp messages Notify your sales team Update lead status without manual entry > Automation Template Designed & Deployed by > Infridet Solutions Private Limited > Smart Integrations. Seamless Business. > 🌐 www.infridetsolutions.com | 📞 +91-8853354829

LinkedIn Profile Enrichment Automation Who is this for? This template is perfect for sales teams, recruiters, marketing professionals, and business development specialists who need to gather comprehensive LinkedIn profile data at scale. Ideal for lead generation teams building prospect databases, recruiters sourcing candidate information, sales professionals researching prospects, and marketing teams creating targeted outreach campaigns. What problem does this workflow solve? Manually collecting detailed information from LinkedIn profiles is incredibly time-consuming and prone to inconsistency. Visiting each profile individually to extract names, job titles, experience, education, skills, and contact details can take hours for even small prospect lists. This automation eliminates the tedious manual data entry while ensuring consistent, comprehensive profile enrichment. What this workflow does This workflow automatically enriches a list of LinkedIn profile URLs by extracting comprehensive professional data including: Personal details** (first name, last name, headline, location) Professional status** (hiring status, open to work indicators) Network metrics** (connections, followers count) Work experience** (up to 5 most recent positions with company details, dates, and roles) Education background** (up to 3 educational institutions with degrees and dates) Skills and languages** (complete skill sets and language proficiencies) Professional summary** (profile description and bio) The enriched data is automatically organized and updated in your Google Sheets database with structured formatting for easy analysis and outreach. Setup Create a Ghost Genius API account and obtain your API key for cookieless LinkedIn profile scraping Configure HTTP Request credentials with Header Auth using your Ghost Genius API key Set up your Google Sheets database using the provided template with columns: URL, Firstname, Lastname, Tagline, Location Connections, Followers, Hiring?, Open to work? Summary, Languages, Skills Experience 1-5, Education 1-3 Configure Google Sheets OAuth2 credentials following n8n's authentication setup guide Add LinkedIn profile URLs to the first column of your Google Sheet to begin enrichment Test the workflow with a small batch before processing larger lists How to customize this workflow Adjust batch processing settings** to handle larger volumes by modifying the batch size and interval timing Add data validation rules** to filter out incomplete or invalid profiles before processing Integrate with CRM systems** like HubSpot or Salesforce to automatically sync enriched data Set up automated scheduling** to regularly re-enrich profiles and capture profile updates Add email notifications** to alert when enrichment batches are completed or encounter errors Customize data mapping** to include additional profile fields or reorganize the output structure Add duplicate detection** to prevent re-processing the same profiles multiple times