Workflow Templates

⚡️ How It Works This workflow captures form submissions from your website, formats the data, and automatically creates a new entry in your Notion CRM database. It eliminates manual copy-pasting and keeps your leads or requests organised in one place. 🛠 Setup Steps Webhook Node • Create a webhook in n8n. • Connect your website form to POST submissions to this webhook URL. Code Node • Formats the incoming data to match your Notion database structure. • You can customise the fields in the code to suit your specific form inputs. Notion Node (Create Page) • Connect your Notion account. • Choose your target database. • Map each field from the Code node output to your Notion database properties. Test • Submit a test form entry. • Confirm the data appears correctly in Notion. ⸻ 👥 Who It’s For ✅ Freelancers collecting project inquiries ✅ Agencies managing client onboarding forms ✅ Business owners wanting organised lead capture ✅ Teams that use Notion as their central CRM or task manager ✅ Anyone tired of manually transferring form data into Notion

🚀 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

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

This workflow will archive your Spotify Discover Weekly playlist to an archive playlist named "Discover Weekly Archive" which you must create yourself. If you want to change the name of the archive playlist, you can edit value2 in the "Find Archive Playlist" node. It is configured to run at 8am on Mondays, a conservative value in case you forgot to set your GENERIC_TIMEZONE environment variable (see the docs here). Special thanks to erin2722 for creating the Spotify node and harshil1712 for help with the workflow logic. To use this workflow, you'll need to: Create then select your credentials in each Spotify node Create the archive playlist yourself Optionally, you may choose to: Edit the archive playlist name in the "Find Archive Playlist" node Adjust the Cron node with an earlier time if you know GENERIC_TIMEZONE is set Setup an error workflow like this one to be notified if anything goes wrong

Find LinkedIn Professionals with Google Search and Airtable Who is this for? This workflow is perfect for sales professionals, recruiters, business development teams, and marketers who need to build targeted prospect lists from LinkedIn. Whether you're looking for specific job titles, industry professionals, or experts in particular locations, this template automates the tedious process of manual LinkedIn searching. Follow me for more What problem is this workflow solving? Finding qualified prospects on LinkedIn manually is time-consuming and inefficient. Traditional methods involve: Manually searching LinkedIn with limited search capabilities Copy-pasting profile information one by one Struggling with LinkedIn's search limitations and restrictions Difficulty organizing and tracking prospect data No systematic way to avoid duplicate contacts This workflow solves these challenges by leveraging Google's powerful search capabilities to find LinkedIn profiles at scale, automatically extracting key information, and organizing everything in a structured database. What this workflow does The workflow performs intelligent LinkedIn prospect discovery through these key steps: Keyword-Based Search: Uses Google Custom Search API to find LinkedIn profiles matching your specific criteria (job titles, industries, locations) Smart Data Extraction: Automatically parses profile titles, descriptions, URLs, and search snippets from Google results Structured Storage: Saves all prospect data to Airtable with proper field mapping and automatic deduplication Pagination Handling: Automatically processes multiple pages of search results to maximize prospect discovery Rate Limiting: Includes built-in delays to respect API limits and ensure reliable operation Key features: Deduplication**: Prevents storing duplicate LinkedIn profiles Batch Processing**: Handles large prospect lists efficiently Customizable Search**: Easily modify keywords to target different professional segments Clean Data Output**: Structured data ready for outreach campaigns Setup Prerequisites You'll need accounts with the following services: Google Cloud Console** (for Custom Search API) Airtable** (free tier works) n8n** (cloud or self-hosted) Step 1: Google Custom Search Setup Go to Google Cloud Console Create a new project or select existing one Enable the Custom Search API Create credentials (API Key) Set up a Custom Search Engine at Google CSE Configure it to search the entire web Copy your Search Engine ID (cx parameter) Bonus: Youtube Set-up Guide Step 2: Airtable Base Setup Create a new Airtable base with a table named "LinkedIn Prospects" containing these fields: Title (Single line text) - LinkedIn profile headline linkedin_url (URL) - Direct link to LinkedIn profile Search (Single line text) - Original search terms used Description (Long text) - Profile description/summary Snippet (Long text) - Google search result snippet Step 3: n8n Credentials Configuration Set up these credentials in n8n: Google Custom Search API: Type: HTTP Query Auth Name: Google Query Auth Query Parameter Name: key Value: Your Google API key Airtable: Type: Airtable Personal Access Token Token: Your Airtable personal access token Configure the base and table IDs in the Airtable node Step 4: Workflow Configuration Import this workflow template Update the "⚙️ CUSTOMIZE YOUR SEARCH KEYWORDS HERE" node with your target keywords Configure the Airtable node with your base and table information Test the workflow with a small keyword set first How to customize this workflow to your needs Targeting Different Industries Modify the search keywords in the yellow configuration node: // For technology professionals "Software Engineer React" "Product Manager SaaS" "Data Scientist Machine Learning" // For sales professionals "Account Executive Enterprise" "Sales Director B2B" "Business Development Manager" // For marketing professionals "Digital Marketing Manager" "Content Marketing Specialist" "Growth Marketing Lead" Geographic Targeting Add location keywords to narrow your search: "Marketing Manager London" "Sales Director New York" "Software Engineer Berlin" Company Size Targeting Include company type indicators: "CFO Startup" "VP Engineering Fortune 500" "Marketing Director SMB" Adjusting Search Volume Modify the Maxresults parameter in the "Configure Search Settings" node: Set to 10 for quick tests Set to 50-100 for comprehensive searches Maximum recommended: 100 per search to respect API limits Industry-Specific Customization For Recruiters: Target specific job titles and seniority levels Add skills-based keywords ("Python Developer", "React Specialist") Include experience indicators ("Senior", "Lead", "Principal") For Sales Teams: Focus on decision-maker titles ("Director", "VP", "C-Level") Target specific company sizes or industries Include location-based searches for territory management For Marketers: Search for industry influencers and thought leaders Target specific professional communities Look for content creators and industry experts Advanced Filtering Add conditional logic after the search results to filter prospects based on: Profile description keywords Title patterns Company information (when available in snippets) Integration Extensions Connect additional tools to enhance your prospect research: Email finder tools** (Hunter.io, Apollo) for contact discovery CRM integration** (HubSpot, Salesforce) for automatic lead creation Enrichment services** (Clearbit, ZoomInfo) for additional prospect data Slack/Teams notifications** for real-time prospect alerts Data Quality Improvements Enhance the workflow with additional processing: Duplicate detection** across multiple search terms Profile validation** to ensure active LinkedIn profiles Keyword scoring** to rank prospect relevance Export formatting** for specific CRM requirements This template provides a solid foundation that can be adapted for virtually any B2B prospect research need, making it an essential tool for modern sales and marketing teams.

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

🧑‍💼 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.

Automating LinkedIn Enrichment and ICP Scoring Use Case This automation enriches a person’s data using LinkedIn and calculates an Ideal Customer Profile (ICP) score based on their professional presence. It is particularly useful for lead qualification, contact research, and targeted outreach. What This Automation Does The automation processes the following input parameters: Person Name**: Full name of the individual. Work Email**: Business email address to validate corporate identity. Airtop Profile (connected to Linkedin)**: A LinkedIn-authenticated Airtop Profile for enrichment. How It Works Email Filtering: Checks if the email is corporate (excludes free and personal domains). LinkedIn Profile Discovery: Searches and verifies the correct LinkedIn URL using Airtop. Data Enrichment: Extracts professional details from the LinkedIn profile. ICP Scoring: Calculates an ICP score based on extracted data and profile context. Merge Outputs: Consolidates enriched profile data and ICP results into a single output. Setup Requirements Airtop API Key An Airtop Profile authenticated on LinkedIn. Next Steps Combine with CRM Integration**: Push enriched and scored data into CRMs like HubSpot or Salesforce. Batch Processing**: Automate for lists of leads using Airtop + n8n or Airtop SDK. Scoring Customization**: Adjust scoring logic to reflect your ideal customer attributes more precisely. Read more about data enrichment and ICP scoring

Automatically classify incoming leads based on the sentiment of their message using Google Gemini, store them in Supabase by category, and send tailored WhatsApp messages via the official WhatsApp Cloud API. ✅ Use Case: This workflow is ideal for sales, onboarding, and customer support teams who want to: Understand the tone and urgency of each lead Prioritize hot leads instantly Send smart, automatic WhatsApp replies based on user sentiment 🧠 How it works: Capture lead via a Typeform webhook Clean and structure the data (name, email, message, etc.) Run sentiment analysis using Google Gemini to classify the message as: Positive → Hot Lead Neutral → Warm Lead Negative → Cold Lead Store lead data in Supabase under the corresponding category Merge data to unify flow paths Send WhatsApp message using the official WhatsApp Cloud API, with a custom reply for each sentiment result 🔧 Tools used: Typeform (incoming data) Google Gemini (AI-based sentiment classification) Supabase (database) WhatsApp Cloud API (response automation) 🏷 Tags: AI, Sentiment Analysis, Lead Qualification, Supabase, WhatsApp, Gemini, Typeform, CRM, Automation, Customer Engagement

Automated trend monitoring for content strategy Who's it for Content creators, marketers, and social media managers who want to stay ahead of emerging trends and generate relevant content ideas based on data-driven insights. What it does This workflow automatically identifies trending topics related to your industry, collects recent news articles about these trends, and generates content suggestions. It transforms raw trend data into actionable editorial opportunities by analyzing search volume growth and current news coverage. How it works The workflow follows a three-step automation process: Trend Analysis: Examines searches related to your topics and identifies those with the strongest recent growth Article Collection: Searches Google News for current articles about emerging trends and scrapes their full content Content Generation: Creates personalized content suggestions based on collected articles and trend data The system automatically excludes geo-localized searches to provide a global perspective on trends, though this can be customized. Requirements SerpAPI account (for trend and news data) Firecrawl API key (for scraping article content from Google News results) Google Sheets access AI model API key (for content analysis and recommendations - you can use any LLM provider you prefer) How to set up Step 1: Prepare your tracking sheet Duplicate this Google Sheets template Rename your copy and ensure it's accessible Step 2: Configure API credentials Before running the workflow, set up the following credentials in n8n: SerpAPI: For trend analysis and Google News search Firecrawl API: For scraping article content AI Model API: For content analysis and recommendations (Anthropic Claude, OpenAI GPT, or any other LLM provider) Google Sheets OAuth2: For accessing and updating your tracking spreadsheet Step 3: Configure your monitoring topics In your Google Sheet "Query" tab: Query column: Enter the main topics/keywords you want to monitor for trending queries (e.g., "digital marketing", "artificial intelligence", "sustainable fashion") Query to avoid column: Optionally add specific queries you want to exclude from trend analysis (e.g., brand names, irrelevant terms, or overly specific searches that don't match your content strategy) This step is crucial as these queries will be the foundation for discovering related trending topics. Step 4: Configure the workflow In the "Get Query" node, paste your duplicated Google Sheets URL in the "Document" field Ensure your Google Sheet contains your monitoring topics in the Query column Step 5: Customize language and location settings The workflow is currently configured for French content and France location. You can modify these settings in the SerpAPI nodes: Language (hl): Change from "fr" to your preferred language code Geographic location (geo/gl): Change from "FR" to your target country code Date range: Currently set to "today 1-m" (last month) but can be adjusted Step 6: Adjust filtering (optional) The "Sorting Queries" node excludes geo-localized queries by default. You can modify the AI agent's instructions to include location-specific queries or change filtering criteria based on your requirements. The system will also automatically exclude any queries you've listed in the "Query to avoid" column. Step 7: Configure scheduling (optional) The workflow includes an automated scheduler that runs monthly (1st day of each month at 8 AM). You can modify the cron expression 0 8 1 * * in the Schedule Trigger node to change: Frequency (daily, weekly, monthly) Time of execution Day of the month How to customize the workflow Change trend count: The workflow processes up to 10 related queries per topic but filters them through AI to select the most relevant non-geolocalized ones Adjust article collection: Currently collects exactly 3 news articles per query for analysis Content style: Customize the AI prompts in content generation nodes to match your brand voice Output format: Modify the Google Sheets structure to include additional data points AI model: Replace the Anthropic model with your preferred LLM provider Scraping options: Configure Firecrawl settings to extract specific content elements from articles Results interpretation For each monitored topic, the workflow generates a separate sheet named by month and topic (e.g., "January Digital Marketing") containing: Data structure (four columns): Query: The trending search term ranked by growth Évolution: Growth percentage over the last month News: Links to 3 relevant news articles Idée: AI-generated content suggestions based on comprehensive article analysis The workflow provides monthly retrospective analysis, helping you identify emerging topics before competitors and optimize your content calendar with high-potential subjects. Workflow limitations Processes up to 10 related queries per topic with AI filtering Collects exactly 3 news articles per query Results are automatically organized in monthly sheets Requires stable internet connection for API calls

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. 📄 Post New Articles from Feeds to Slack Channel 🧠 What This Workflow Does This workflow automates the discovery and sharing of fresh articles from a curated list of RSS feeds. It performs the following steps: Reads a list of RSS feed URLs from a Google Sheet (Feeds tab). Fetches the latest articles from each feed. Checks for duplicates against previously published links stored in another sheet (Posted Articles tab). Filters out already shared articles. Posts the new articles to a designated Slack channel with formatted titles and links. Logs the newly shared articles back into the Google Sheet to prevent duplicates. 🛠️ Prerequisites To use this workflow, you must have: ✅ Google Sheets OAuth2 credentials set up in n8n (Used to access and update the RSS feed and post history sheets) ✅ Slack OAuth2 credentials (Used to post messages to a specific Slack channel) ✅ A Google Spreadsheet with: Feeds tab – Columns: title, link Posted Articles tab – Columns: title, link, pubDate 🔧 Environment Variables or Custom Values You will need to set the following n8n variable or replace with direct input: {{$vars.Daily_Industry_News_Automation_Google_Sheet}}: Reference to the Google Sheet Document ID (you can use a static ID if preferred) Also update: Slack channelId: Replace with your actual Slack channel ID if not dynamically referenced ⏰ Trigger & Scheduling Trigger type**: Cron node Default schedule: Every day at **7:00 AM You can modify this in the “Trigger Workflow” node to suit your own schedule. 🎯 Intended Use Case This workflow is ideal for: Marketing teams curating daily or weekly news digests Founders or industry professionals monitoring sector updates Automating internal Slack news updates Avoiding duplicate content when sourcing from multiple feeds

About The List Building Automation This automation will guide you on how to automate list building using Airtop. You’ll have a streamlined workflow that can reduce your research time by up to 90% while improving the accuracy of your target lists. How to automate list building It can be challenging to spend too much time on tasks like compiling lists of potential investors, customers, job candidates, industry influencers, or key decision-makers. Verifying contact details often requires significant effort, whether building an outreach list, tracking thought leaders, or researching potential customers. Not anymore. With Airtop's List Building Automation, turn hours of tedious research into clean, reliable and accurate lists, built in just minutes. Check this out: What You'll Need A free Airtop API Key Target audience parameters (persona and which network. i.e. "AI Influencers on LinkedIn) Make a copy of this template to start Understanding the Process This automation leverages Airtop's advanced data processing capabilities powered by AI to scan multiple unstructured sources and compile accurate, targeted lists based on your specific requirements. The magic lies in its ability to understand context and verify information across different platforms. This workflow: Handles multi-source data collection and consolidation Manages automatic verification of social profiles and domains Automates the filtering and ranking of results based on relevance Setting Up Your Automation Enter your search criteria in the "Parameters" node: Who: Your target audience (e.g., "Angel investors in Europe," "Top AI influencers") Where: The platform or domain to focus on (e.g., "LinkedIn," "TikTok") Configure your Airtop API Key Create one for free at the Airtop Portal In the last node, select the spreadsheet that you copied earlier Run the workflow Customization Options While our template works out of the box, you might want to customize it for your specific needs: Add custom filtering criteria for more targeted results Implement automatic data enrichment from additional sources Set up automatic exports to your preferred CRM or database Real-World Applications Here's how businesses can use this automation: A VC firm could use this automation to build a comprehensive EU angel investors database. What previously required their analysts to work 15 hours per week now runs automatically in the background, providing fresh leads daily. A PR agency could automate its influencer discovery process across multiple platforms, reducing its research time from 10 hours to 30 minutes per client while increasing the relevance of its outreach lists. Best Practices To get the most out of this automation: Start with specific, well-defined parameters to ensure relevant results Regularly update your parameters to keep your lists fresh and relevant Combine multiple runs with different parameters for comprehensive coverage What's Next? Now that you've automated your list building, you might be interested in: Setting up automated outreach sequences Creating dynamic lead scoring systems Implementing automatic list updating and maintenance Happy automating!