Workflow Templates

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.

Automated Execution Pruning This workflow is designed to help you manage and optimize your n8n instance by automatically pruning old workflow executions, ensuring a cleaner environment and improved performance. You can customize the retention period to suit your needs. Key Features: Configurable Retention Period: The workflow is preconfigured to delete workflow executions older than 10 days. You can easily adjust this duration by modifying the condition in the If node. Daily Automation: Using the Schedule Trigger, the workflow runs daily at the specified time (default: 4:44 AM), retrieving all workflow executions and identifying those that are older than the defined retention period. On-Demand Testing: The Manual Trigger allows you to test the workflow at any time, ensuring everything is working as expected. Decision Making: The If node evaluates each execution based on its start date and determines whether it should be deleted or retained. Execution Pruning: Delete Action: Executions meeting the criteria are removed via the Delete Execution node. No-Operation: Executions that don't meet the criteria remain untouched. Workflow Nodes: Manual Trigger: Enables on-demand testing of the workflow. Schedule Trigger: Runs the workflow daily at the configured time. n8n List Execution: Fetches all executions in your n8n instance. If Node: Compares the execution's start date with the configured retention period. Delete Execution: Deletes executions older than the specified retention period. No Operation: Serves as a placeholder for executions that don't meet the pruning criteria. How to Customize: Retention Period**: Update the If node's condition to modify the retention period. For instance, change 10 * 24 * 60 * 60 * 1000 to the desired number of days in milliseconds. Schedule**: Adjust the timing of the Schedule Trigger to match your preferred automation schedule. This workflow ensures your instance remains efficient by keeping only the relevant execution logs. Use it to maintain a streamlined and clutter-free environment effortlessly.

> 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." }

An intelligent automation workflow that monitors thought leader activity via social listening, tracks high-value prospects who engage with industry content, and systematically builds a qualified lead database through social intelligence gathering. Overview This workflow transforms passive social listening into proactive lead generation by identifying prospects who demonstrate genuine interest in industry topics through their engagement with thought leader content. It creates a continuous pipeline of warm prospects with enriched data for personalized outreach. 🔄 Workflow Process 1. Social Intelligence Webhook Real-time engagement monitoring Integrated with Trigify.io social listening platform Monitors thought leader posts and their engagers Captures detailed prospect and company enrichment data Processes LinkedIn engagement activities in real-time Includes enriched contact information (email, phone, LinkedIn URLs) 2. Data Processing & Extraction Structured data organization Post Data Extraction**: Isolates LinkedIn post URLs, content, and posting dates Prospect Data Extraction**: Captures first/last names, job titles, LinkedIn profiles, and locations Company Data Extraction**: Gathers company names, domains, sizes, industries, and LinkedIn pages Prepares data for duplicate detection and storage systems 3. Duplicate Detection System Data quality maintenance Queries existing Google Sheets database by post URL Identifies previously tracked thought leader content Filters out duplicate posts to maintain data quality Only processes genuinely new thought leader activities Maintains clean, unique post tracking records 4. New Content Validation Gate Quality control checkpoint Validates that post URLs are not empty (indicating new content) Prevents processing of duplicate or invalid data Ensures only fresh thought leader content triggers downstream actions Maintains database integrity and notification relevance 5. Thought Leader Post Tracking Systematic content monitoring Appends new thought leader posts to "Social Warming" Google Sheets Records post URLs, content text, and publication dates Creates searchable database of industry thought leadership content Enables trend analysis and content performance tracking 6. Real-Time Slack Notifications Immediate team alerts Sends formatted alerts to #comment-strategy channel Includes post content, publication date, and direct links Provides action buttons (View Post, Engage Now, Save for Later) Enables rapid response to thought leader activity Facilitates team coordination on engagement opportunities 7. ICP Qualification Filter Smart prospect identification Filters engagers by job title keywords (currently: "marketing") Customizable ICP criteria for targeted lead generation Focuses on high-value prospects matching ideal customer profiles Prevents database pollution with irrelevant contacts 8. Qualified Lead Database Systematic prospect capture Appends qualified engagers to "Engagers" Google Sheets Records comprehensive prospect and company data Includes contact enrichment (emails, phone numbers) Creates actionable lead database for sales outreach Maintains detailed company intelligence for personalization 🛠️ Technology Stack n8n**: Workflow orchestration and webhook management Trigify.io**: Social listening and engagement monitoring platform Google Sheets**: Lead database and content tracking system Slack API**: Real-time team notifications and collaboration Data Enrichment**: Automated contact and company information gathering ✨ Key Features Real-time thought leader content monitoring Automated prospect discovery through social engagement ICP-based lead qualification and filtering Duplicate content detection and prevention Comprehensive prospect and company data enrichment Integrated CRM-ready lead database creation Team collaboration through Slack notifications Customizable qualification criteria for targeted lead generation 🎯 Ideal Use Cases Perfect for sales and marketing teams seeking warm prospects: B2B Sales Teams** seeking warm prospects through social engagement Marketing Professionals** building targeted lead databases Business Development Teams** identifying engaged prospects Account-Based Marketing Campaigns** requiring social intelligence Sales Professionals** needing conversation starters with warm leads Companies** wanting to identify prospects already engaged with industry content Teams** requiring systematic lead qualification through social activity Organizations** seeking to leverage thought leadership for lead generation 📈 Business Impact Transform social listening into strategic lead generation: Warm Lead Generation**: Identifies prospects already engaged with industry content Social Selling Intelligence**: Provides conversation starters through engagement history ICP Qualification**: Focuses efforts on prospects matching ideal customer profiles Relationship Building**: Enables outreach based on genuine interest demonstration Market Intelligence**: Tracks industry engagement patterns and trending content Sales Efficiency**: Prioritizes prospects who show active industry engagement Personalization Data**: Provides context for highly personalized outreach campaigns 💡 Strategic Advantage This workflow creates a fundamental shift from cold outreach to warm, contextual conversations. By identifying prospects who have already demonstrated interest in industry topics through their engagement behavior, sales teams can approach leads with genuine relevance and shared context. The system delivers: Continuous Pipeline**: Automated flow of warm prospects showing industry engagement Social Context**: Rich background data for meaningful, personalized conversations Quality Focus**: ICP-filtered prospects matching ideal customer profiles Engagement History**: Conversation starters based on actual prospect interests Competitive Advantage**: Proactive lead identification before competitors Rather than interrupting prospects with cold messages, this workflow enables sales teams to join conversations prospects are already having, dramatically increasing response rates and relationship-building success.

Are you looking to install external libraries for your self-hosted N8N instance? This automated workflow makes adding npm packages to your N8N environment quick and effortless. Beware, this workflow only works on self-hosted instances. What This Workflow Does This solution automatically installs npm packages like axios, cheerio, or node-fetch in your self-hosted N8N Docker container, making them immediately available in Code nodes. Key features ✅ Automated Installation: No manual npm commands needed ✅ Daily Updates: Scheduled trigger keeps packages current ✅ Smart Installation: Only installs missing packages ✅ Multiple Triggers: Manual, scheduled, and on startup of the N8N instance so you can upgrade your N8N version without worrying about external libraries. How to install and update external libraries automatically Step 1: Setting Up Your Environment Variables Before using external libraries in N8N Code nodes, configure these environment variables in your Docker comppose file. Option A to allow specific external npm packages in N8N Code nodes NODE_FUNCTION_ALLOW_EXTERNAL=axios,cheerio,node-fetch Option B to allow all external npm packages in Code nodes NODE_FUNCTION_ALLOW_EXTERNAL=* Step 2: Import the external packages workflow Import the workflow into your N8N instance by copy pasting all nodes. Step 3: Input the list of external libraries you need Edit the libraries_set node Change the comma-separated list (e.g., axios,cheerio,node-fetch). If you chose Option A above, update your NODE_FUNCTION_ALLOW_EXTERNAL variable with the same packages Step 4: Start the workflow! Run the workflow manually or let it trigger automatically Why use this to install NPM packages in N8N? Managing external packages manually in N8N can be time-consuming. This workflow automates the entire process, making sure your libraries are always installed and up-to-date.

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

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

Use Case When having a call with a new potential customer, one of the keys to getting the most out of the call is to find out as much information as you can about them before the call. Normally this involves a lot of manual research before every call. This workflow automates this tedious work for you. What this workflow does The workflow runs every time a new call is booked via your Calendly. It then filters out personal emails, before enriching the email. If the email is attached to a company it enriches the company and upserts it in your Hubspot CRM. Setup Add Clearbit, Hubspot, and Calendly credentials. Click on Test workflow. Book a meeting on Calendly so the event starts the workflow. Be aware that you can adapt this workflow to work with your enrichment tool, CRM, and booking tool of choice.

Use Case Whenever someone shows interest in your offerings by subscribing to a list in ConvertKit it could be a potential new customer. Typically you need to gather more detailed information about them (data enrichment) and finally update their profile in your CRM system to better manage and nurture your relationship with them. This workflow does this all for you! What this workflow does The workflow runs every time a user is subscribed to a ConvertKit list. It then filters out personal emails, before enriching the email. If the email is attached to a company it enriches the company and upserts it in your Hubspot CRM. Setup Add Clearbit, Hubspot, and ConvertKit credentials. Click on Test workflow. Subscribe to a list on ConvertKit to trigger the workflow. Be aware that you can adapt this workflow to work with your enrichment tool, CRM, and email automation tool of choice.

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.

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