Workflow Templates

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!

Ensure you never miss a birthday with this automated workflow designed by WeblineIndia. It retrieves your Google Contacts, identifies birthdays happening today, and sends personalized reminders directly to a designated Slack channel. This daily automation keeps your team informed and makes birthday celebrations effortless. Steps Set Daily Schedule (Cron Node) Configure a Cron node to trigger the workflow daily at a specific time (e.g., 8 AM). This ensures the workflow runs consistently every day to check for birthdays. Retrieve Contacts (Google Contacts - Get Contact Node) Use the Google Contacts (Get Contact) node to fetch your contact list. Ensure your contacts have birthday details stored for accurate filtering. Filter Birthdays (IF Node) Add an IF Node to compare the current date with each contact’s birthday. Only contacts whose birthdays match today’s date will move to the next step. Send Birthday Notifications to Slack (Slack - Send Message Node) Use the Slack node to send a personalized birthday message to your chosen Slack channel (e.g., #general or #birthdays). Customize the message to include the contact’s name, e.g., "🎉 Today is John Doe's birthday! Let’s celebrate!" Configure the node to target a specific Slack channel for seamless notifications. Activate Workflow Save and activate the workflow. From now on, the workflow will automatically check for birthdays daily and send timely reminders to your Slack team. Outcome This hassle-free automation keeps your team engaged and ensures no birthday goes unnoticed. Celebrate special days of your contacts effortlessly and maintain meaningful connections. About WeblineIndia This workflow showcases our commitment to delivering innovative automation solutions that enhance productivity and foster better relationships. Let us help you build the AI automation tools that make a difference.

> This has been updated to support the Query feature added to the Zendesk node in 0.144.0 This workflow will post all New and Open tickets without an agent assigned to a Slack channel on a schedule. The function node is used in this example to merge multiple inputs into one output message which is then used as the Slack message. The output in Slack will be similar to the below message, The "TICKET_ID" will be a link to the ticket. > Unassigned Tickets TICKET_ID [STATUS] - TICKET_SUBJECT Usage Update the Cron schedule, The default value is 16:30 daily. Update the Credentials in the Zendesk nodes Update the Credentials and Channel in the Slack Node Grab a coffee and enjoy! Zendesk Query In the Zendesk node we are using the query assignee:none status<pending this returns all New and Open tickets with no assignee allowing us to remove the extra nodes.

🧠 ICP Scoring Agent (n8n + Explorium + LLM) This workflow automates Ideal Customer Profile (ICP) scoring for any company using a combination of Explorium data and an LLM-driven evaluation framework. 🔧 How It Works Input: Company name is submitted via form. Data Enrichment: Explorium's MCP Server is used to fetch firmographic, hiring, and tech data about the company. Scoring Logic: An AI agent (LLM) applies a 3-pillar framework to assess and score the company. Output: A structured JSON or Google Doc summary is generated using the AgentGeeks formatter. 📊 Scoring System (100 points total) | Pillar | Max Points | |------------------------------|------------| | Strategic Fit | 40 | | AI / Tech Readiness | 40 | | Engagement & Reachability | 20 | 🧠 Scoring Criteria Strategic Fit**: Industry, size, use case, buyer roles Tech Readiness**: AI maturity, hiring trends, stack visibility Reachability**: Geography, contactability, data quality 🎯 Verdict Scale 🟩 90–100: Ideal ICP ✅ 70–89: Good Fit 🟨 40–69: Medium Fit ❌ < 40: Poor Fit 📦 Workflow Components Trigger**: Form submission via webhook MCP Client**: Pulls enriched company data via Explorium's MCP API AI Agent**: Uses Anthropic Claude (or other LLM) to calculate scores Output**: Results are posted to a structured endpoint (e.g. Google Doc or JSON API) 🧰 Dependencies n8n (self-hosted or cloud) Explorium MCP credentials and access LLM API (e.g., Anthropic Claude, OpenAI, etc.) Optional: AgentGeeks formatter or similar doc generator 💼 Use Case This ICP scoring system is designed for GTM and sales teams to: Automate lead prioritization Qualify accounts before outbounding Sync ICP data into CRMs, routing systems, or reporting layers 📈 Example Output in Google Doc { "company": "Acme Inc.", "score": 87, "verdict": "Good Fit", "pillars": { "strategic_fit": 35, "tech_readiness": 37, "reachability": 15 }, "summary": "Acme Inc. is a mid-sized SaaS company with strong AI hiring activity and a buyer profile aligned to enterprise IT. Moderate reachability via firmographic signals." }

Who's it for This workflow is perfect for individuals who want to maintain detailed financial records without the overhead of complex budgeting apps. If you prefer natural language over data entry forms and want an AI assistant to handle the bookkeeping, this template is for you. It's especially useful for: People who want to track cash and online transactions separately Anyone who lends money to friends/family and needs debt tracking Users comfortable with Slack as their primary interface Those who prefer conversational interactions over manual spreadsheet updates What it does This AI-powered finance tracker transforms your Slack workspace into a personal finance command center. Simply mention your bot with transactions in plain English (e.g., "₹500 cash food, borrowed ₹1000 from John"), and the AI agent will: Parse transactions using natural language understanding via Google Gemini Calculate balance changes for cash and online accounts Show a preview of changes before saving anything Update Google Sheets only after you approve Track debts (who owes you, who you owe, repayments) Send daily reminders at 11 PM with current balances and active debts The workflow maintains conversational context using PostgreSQL memory, so you can say things like "yesterday's transactions" or "that payment to Sarah" and it understands the context. How it works Scheduled Daily Check-in (11 PM) Fetches current balances from Google Sheets Retrieves all active debts Formats and sends a Slack message with balance summary Prompts you to share the day's transactions AI Agent Transaction Processing When you mention the bot in Slack: Phase 1: Parse & Analyze Extracts amount, payment type (cash/online), category (food, travel, etc.) Identifies transaction type (expense, income, borrowed, lent, repaid) Stores conversation context in PostgreSQL memory Phase 2: Calculate & Preview Reads current balances from Google Sheets Calculates new balances based on transactions Shows formatted preview with projected changes Waits for your approval ("yes"/"no") Phase 3: Update Database (only after approval) Logs transactions with unique IDs and timestamps Updates debt records with person names and status Recalculates and stores new balances Handles debt lifecycle (Active → Settled) Phase 4: Confirmation Sends success message with updated balances Shows active debts summary Includes logging timestamp Requirements Essential Services: n8n instance (self-hosted or cloud) Slack workspace with admin access Google account Google Gemini API key PostgreSQL database Recommended: Claude AI model (mentioned in workflow notes as better alternative to Gemini) How to set up 1. Google Sheets Setup Create a new Google Sheet with three tabs named exactly: Balances Tab: | Date | Cash_Balance | Online_Balance | Total_Balance | |------|--------------|----------------|---------------| Transactions Tab: | Transaction_ID | Date | Time | Amount | Payment_Type | Category | Transaction_Type | Person_Name | Description | Added_At | |----------------|------|------|--------|--------------|----------|------------------|-------------|-------------|----------| Debts Tab: | Person_Name | Amount | Type | Date_created | Status | Notes | |-------------|--------|------|--------------|--------|-------| Add header rows and one initial balance row in the Balances tab with today's date and starting amounts. 2. Slack App Setup Go to api.slack.com/apps and create a new app Under OAuth & Permissions, add these Bot Token Scopes: app_mentions:read chat:write channels:read Install the app to your workspace Copy the Bot User OAuth Token Create a dedicated channel (e.g., #personal-finance-tracker) Invite your bot to the channel 3. Google Gemini API Visit ai.google.dev Create an API key Save it for n8n credentials setup 4. PostgreSQL Database Set up a PostgreSQL database (you can use Supabase free tier): Create a new project Note down connection details (host, port, database name, user, password) The workflow will auto-create the required table 5. n8n Workflow Configuration Import the workflow and configure: A. Credentials Google Sheets OAuth2**: Connect your Google account Slack API**: Add your Bot User OAuth Token Google Gemini API**: Add your API key PostgreSQL**: Add database connection details B. Update Node Parameters All Google Sheets nodes: Select your finance spreadsheet Slack nodes: Select your finance channel Schedule Trigger: Adjust time if you prefer a different check-in hour (default: 11 PM) Postgres Chat Memory: Change sessionKey to something unique (e.g., finance_tracker_your_name) Keep tableName as n8n_chat_history_finance or rename consistently C. Slack Trigger Setup Activate the "Bot Mention trigger" node Copy the webhook URL from n8n In Slack App settings, go to Event Subscriptions Enable events and paste the webhook URL Subscribe to bot event: app_mention Save changes 6. Test the Workflow Activate both workflow branches (scheduled and agent) In your Slack channel, mention the bot: @YourBot ₹100 cash snacks Bot should respond with a preview Reply "yes" to approve Verify Google Sheets are updated How to customize Change Transaction Categories Edit the AI Agent's system message to add/remove categories. Current categories: travel, food, entertainment, utilities, shopping, health, education, other Modify Daily Check-in Time Change the Schedule Trigger's triggerAtHour value (0-23 in 24-hour format). Add Currency Support Replace ₹ with your currency symbol in: Format Daily Message code node AI Agent system prompt examples Switch AI Models The workflow uses Google Gemini, but notes recommend Claude. To switch: Replace "Google Gemini Chat Model" node Add Claude credentials Connect to AI Agent node Customize Debt Types Modify AI Agent's system prompt to change debt handling logic: Currently: I_Owe and They_Owe_Me You can add more types or change naming Add More Payment Methods Current: cash, online To add more (e.g., credit card): Update AI Agent prompt Modify Balances sheet structure Update balance calculation logic Change Approval Keywords Edit AI Agent's Phase 2 approval logic to recognize different approval phrases. Add Spending Analytics Extend the daily check-in to calculate: Weekly/monthly spending summaries Category-wise breakdowns Use additional Code nodes to process transaction history Important Notes ⚠️ Never trigger with normal messages - Only use app mentions (@botname) to avoid infinite loops where the bot replies to its own messages. 💡 Context Awareness - The bot remembers conversation history, so you can reference "yesterday", "last week", or previous transactions naturally. 🔒 Data Privacy - All your financial data stays in your Google Sheets and PostgreSQL database. The AI only processes transaction text temporarily. 📊 Backup Regularly - Export your Google Sheets periodically as backup. Pro Tips: Start with small test transactions to ensure everything works Use consistent person names for debt tracking The bot understands various formats: "₹500 cash food" = "paid 500 rupees in cash for food" You can batch transactions in one message: "₹100 travel, ₹200 food, ₹50 snacks"

Use case To guarantee an effective sales process deals must be distributed between sales reps in the best way. Normally, this involves manually assigning new deals that have come in. This workflow automates it for you! What this workflow does This workflow runs once a day and checks for unassigned deals in your Hubspot CRM. Once it finds one, it enriches the deal with information about the assigned contact and their company. It then checks the region of the assigned company before looking at the company's employee size. Based on this, it assigns the deal to the right sales rep within your company. Requirements New deals in Hubspot need to be unassigned in the beginning New deals have to have an attached contact that has an attached company in Hubspot The company needs to have values for region and employee count in Hubspot Setup The setup is quite straight forward and will probably take a few minutes only. Add your Hubspot credentials Customize your criterias for assigning deals in the Assign by Region and the following Assign nodes Make sure deals are assigned to the right salesrep in the Hubspot nodes at the end Activate the workflow Customizing this to your needs Adjust the trigger interval to your needs. Currently, it defaults to once a day Adjust your region settings by adding/updating/removing options in the respective node Adjust your employee size settings by adding/updating/removing options in the respective node Ideas to enhance this flow Wrap each region's assigned criteria into different sub-workflows for easier maintainability. This will not consume additional execution counts. Add more logic on what happens once a deal does not match any criteria you've set

Transform your lead generation process with this powerful n8n workflow that automatically captures form submissions from Google Forms and creates organized lead cards in Trello. 🎯 Who Is This For? This workflow is perfect for: Sales teams who need to quickly organize and track incoming leads. Marketing professionals running lead generation campaigns Small business owners wanting to streamline their customer acquisition process Consultants and service providers collecting client information through forms Anyone who wants to eliminate manual data entry between forms and project management tools 🛠️ Tools Involved & Prerequisites Required Tools: n8n Google Forms - for lead capture forms Trello - for lead management and organization Prerequisites: Active Google account with Forms access Trello account with board creation permissions ⚙️ How It Works This workflow automatically transforms Google Form submissions into organized Trello cards for lead management: Form Trigger: When someone submits your Google Form, the workflow instantly captures all their information Data Mapping: The system takes the form responses and maps them to the appropriate Trello card fields Trello Card Creation: Each lead becomes a structured Trello card with the person's name and company as the title, plus all form data organized in custom fields 🚀 Setup Instructions Import the workflow template into your n8n instance Access the set up instructions here: https://www.notion.so/Google-Forms-to-Trello-Automation-Setup-Instructions-213718e8c6ba807f9972ff2f81f1057a?source=copy_link

Search LinkedIn companies, Score with AI and add them to Google Sheet CRM Setup Video: https://youtube.com/watch?v=m904RNxtF0w&t Who is this for? This template is ideal for sales teams, business development professionals, and marketers looking to build a targeted prospect database with automatic qualification. Perfect for agencies, consultants, and B2B companies wanting to identify and prioritize the most promising potential clients. What problem does this workflow solve? Manually researching companies on LinkedIn, evaluating their fit for your services, and tracking them in your CRM is time-consuming and subjective. This automation streamlines lead generation by automatically finding, scoring, and importing qualified prospects into your database. What this workflow does This workflow automatically searches for companies on LinkedIn based on your criteria, retrieves detailed information about each company, filters them based on quality indicators, uses AI to score how well they match your ideal customer profile, and adds them to your Google Sheet CRM while preventing duplicates. Setup Create a Ghost Genius API account and get your API key Configure HTTP Request nodes with Header Auth credentials Create a copy of the provided Google Sheet template Set up your Google Sheet and OpenAI credentials following n8n documentation Customize the "Set Variables" node to match your target audience and scoring criteria How to customize this workflow Modify search parameters to target different industries, locations, or company sizes Adjust the follower count threshold based on your qualification criteria Customize the AI scoring system to align with your specific product or service offering Add notification nodes to alert you when high-scoring companies are identified

Who is this template for? This workflow template is designed for Marketing and pre-Sales to get prospects from a form like Tally, decline data in the famous opensource CRM (SuiteCRM), synchronize contact in Brevo with linking the id from CRM, and then notify in NextCloud. Bonus : validate email with ++CaptainVerify++ and notify in NextCloud depending on response How it works For each submission in the form, a webhook is triggered. A check of the email is done with CaptainVerify. Depending on the response, and if it is ok, then a Lead is created in SuiteCRM. Else, a message in your selected discussion is sent. As the lead has been created, we can create a contact in Brevo (for future campain), ank link this contact with the lead_id from the CRM in a dedicated field. Finaly, a message in your selected discussion in NextCloud informs you about the lead. Set up instructions Complete the Set up credentials step when you first open the workflow. You'll need a CaptainVerify account (Api Key), a dedicated SuiteCRM user with Oauth, a Brevo account (Api Key) and a Nextcloud account. Set up the Webhook in the form's tool of your choice (why not Tally ?). Set each node with the explanations in sticky Notes. Enjoy ! Template was created in n8n v1.44.1

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. How It Works This n8n workflow automatically discovers high-quality business leads from Reddit posts by analysing posts across targeted subreddits. Loads your business profile from a connected Google Sheet. Uses AI to identify relevant subreddits where your potential customers engage. Generates intent-based Reddit search queries based on your services, keywords, and client pain points. Searches Reddit in real time using the generated queries. Classifies posts based on whether they show lead potential. Analyses high-potential posts for service-fit, urgency, and estimated value. Filters and scores leads to prioritize high-conversion opportunities. Saves the most promising leads to a dedicated Google Sheet. Sends Slack alerts to notify your sales team for immediate follow-up. Requirements Before using this workflow, ensure the following services are connected and configured: Google Sheets (OAuth2): Reads your business profile and writes qualified leads Reddit (OAuth2) Perform Reddit post searches based on generated queries Google Gemini API Analyse posts, generate queries, and extract insights Slack API : Notify your team with qualified lead summaries Google Sheets Setup You will need two Google Sheets: Business Profile Sheet (Input) This sheet contains a single row describing your service business. The workflow reads this to generate relevant subreddit selections and search queries. Required Fields (as headers in row 1): profession industry primary_services service_keywords target_client_profile pain_points intent_signals urgency_indicators price_range Reddit Leads Sheet (Output) This sheet stores high-quality Reddit posts identified as potential leads. The workflow appends or updates rows based on post_id to avoid duplication. Expected Columns: post_id post_url post_title post_post post_subreddit post_date

Track n8n Node Definitions from GitHub and Export to Google Sheets Overview This workflow automatically retrieves and processes metadata from the official n8n GitHub repository, filters all available .node.json files, parses their structure, and appends structured information into a Google Sheet. Perfect for developers, community managers, and technical writers who need to maintain up-to-date information about n8n's evolving node ecosystem. Setup Instructions Prerequisites Before setting up this workflow, ensure you have: A GitHub account with API access A Google account with Google Sheets access An active n8n instance (cloud or self-hosted) Step 1: GitHub API Configuration Navigate to GitHub Settings → Developer Settings → Personal Access Tokens Generate a new token with public_repo permissions Copy the generated token and store it securely In n8n, create a new "GitHub API" credential Paste your token in the credential configuration and save Step 2: Google Sheets Setup Create a new Google Sheets document Set up the following column headers in the first row: node (Column A) - Node identifier/name nodeVersion (Column B) - Version of the node codexVersion (Column C) - Codex version number categories (Column D) - Node categories credentialDocumentation (Column E) - Credential documentation URL primaryDocumentation (Column F) - Primary documentation URL Note down the Google Sheets document ID from the URL Configure Google Sheets OAuth2 credentials in n8n Step 3: Workflow Configuration Import the workflow into your n8n instance Update the following placeholder values: Replace YOUR_GOOGLE_SHEETS_DOCUMENT_ID with your actual document ID Replace YOUR_WEBHOOK_ID if using webhook functionality Configure the GitHub API credentials in the HTTP Request nodes Set up Google Sheets credentials in the Google Sheets nodes Share your Google Sheets document with the email address associated with your Google OAuth2 credentials Grant "Editor" permissions to allow the workflow to write data Google Sheets Template Details The workflow creates a structured dataset with these columns: node**: Node identifier (e.g., n8n-nodes-base.slack) nodeVersion**: Version of the node (e.g., 1.0.0) codexVersion**: Codex version number (e.g., 1.0.0) categories**: Node categories (e.g., Communication, Productivity) credentialDocumentation**: URL to credential documentation primaryDocumentation**: URL to primary node documentation Customization Options Modifying Data Extraction You can customize the "Format Data" node to extract additional fields: Add new assignments in the Set node Modify the column mapping in the Google Sheets node Update your spreadsheet headers accordingly Changing Update Frequency To run this workflow on a schedule: Replace the Manual Trigger with a Cron node Set your desired schedule (e.g., daily, weekly) Configure appropriate timing to avoid API rate limits Adding Filters Customize the "Filter Node Files" code node to: Filter specific node types Include/exclude certain categories Process only recently updated nodes Features Fetches all node definitions from the n8n-io/n8n repository Filters for .node.json files only Downloads and parses metadata automatically Extracts key fields like node names, versions, categories, and documentation URLs Appends structured data to Google Sheets with batch processing Includes error handling and retry mechanisms Clears existing data before appending new information for fresh results Use Cases This workflow is ideal for: Track changes in official n8n node definitions over time Audit node categories and documentation links for completeness Build custom dashboards from node metadata Community management and documentation maintenance Integration planning and compatibility analysis

Who is this template for? This template is for everyone who has to take notes during a call: Talent Acquisition Managers / Talent Acquisition Specialists / Recruiters HR professionals Sales teams, customer success teams Product teams / User Experience Designers / anyone conducting user research interviews Use case This workflow allows specific events created on Google Calendar (or any other meeting scheduling tool like Calendly) to trigger the duplication and renaming of a specific template document. Example: For each new screening call that is scheduled in your calendar, you want to create a draft of your screening interview template for the role, titled "{Name of the candidate} | {Date of the interview}", and located in your Google Drive in a specific folder This workflow could then be extended to copy the link to the file on a Notion database that is shared with the team (check "To go further" section). This workflow ensures that if you're jumping from calls to calls, you're already set up to take notes, and every document is tidied up and sorted in a structured way! How it works The workflow starts when a new event is created in Google Calendar The Filter node then selects a specific type of events, depending on a chosen pattern (title includes a specific term, organizer is X, attendees include Y, etc.) The workflow then searches for a specific folder in your Google Drive, where the file you want to duplicate is located The workflow then searches for the specific file you want to duplicate The last step allows to duplicate and rename the file with variables from your Google Calendar event Set up Set up credentials for Google Calendar, Google Drive, and Google File. You'll need a Google Workspace account. Set up the Filter node with the pattern you want to look for to retreive specific events in your calendar Set up the Google Drive you want to search in Set up the Google File you want to duplicate Set up variable at the last step to rename your duplicated file however you want it, or add a description To go further Here's a few idea to enhance this workflow depending on your specific needs: Instead of a filter, separate your flow depending on your use case (ex: you have want to fetch different templates depending on the type of call it'll be). Switch Google Calendar for another trigger (Calendly, Hubspot..) 10 minutes before the event, send the duplicate Google File to the meeting organizer through Slack The day after the event, if the event hasn't been cancelled, add the link to the Google File to your ATS, Hubspot, etc.