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.

🧠 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." }

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!

> 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.

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 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.

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

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

Who is this for? This workflow is ideal for n8n self-hosted users, DevOps engineers, and automation developers who want to automatically back up their n8n workflows to GitHub on a regular basis. What problem is this workflow solving Manually backing up n8n workflows can be time-consuming and prone to human error. This workflow automates the backup process, ensuring that all workflows are safely stored in a version-controlled GitHub repository every 24 hours. What this workflow does This automation runs daily to back up all workflows from your n8n instance to a specified GitHub repository. Each workflow is saved as a .json file using its unique ID, organized into a folder path defined by repo_path. The workflow is designed to manage memory usage efficiently by recursively calling itself. Once the backup is complete, it optionally sends a Slack notification to confirm success. Setup Configure the Config node in the subworkflow to set: GitHub Repo Owner GitHub Repo Name Main folder path (repo_path) Connect your GitHub and (optionally) Slack credentials. Set the workflow to run on a daily cron schedule. Test the workflow manually to confirm the GitHub integration works. Sign up for a free consultation and find out how n8n can help you.

📍 Extract Google My Business Leads by Service & Location with Bright Data to Google Sheets This template requires a self-hosted n8n instance to run. A comprehensive n8n automation that extracts Google My Business listings by service type and geographic location using Bright Data's Google Maps dataset, with intelligent city expansion and automatic duplicate removal. 👥 Who is this for? Lead generation professionals Sales teams Marketing agencies Business development representatives Entrepreneurs conducting outreach or market research ❓ What problem is this solving? Manual lead generation from Google Maps is time-consuming and inefficient. This workflow automates the process of finding businesses by service type and location, expanding searches across cities, removing duplicates, and organizing results in a structured format. ⚙️ What this workflow does Input Processing Accepts service type, state, and country via web form Uses Claude AI to generate city lists Auto-categorizes services Creates search queries per city Data Collection Uses Bright Data's Google Maps dataset Processes in batches with rate limits Monitors scraping with retry logic Formats and handles API responses Quality Control Removes duplicates by name and phone Maintains clean data in Google Sheets Ensures structured, usable datasets 📄 Output Data Points | Field | Description | Example | | :-------------- | :-------------------------- | :---------------------------- | | Business Name | Company or business name | TechFix Computer Repair | | Category | Business category type | Electronics | | Country | Country location | US | | City | Specific city searched | Austin | | Phone Number | Contact phone number | +1 (555) 123-4567 | | Website URL | Business website | https://techfix.com | | Google Maps URL | Direct Maps link | https://maps.google.com/... | | Address | Full business address | 123 Main St, Austin, TX | | Operating Hours | Business hours | Mon-Fri 9AM-6PM | | Google Rating | Star rating | 4.5 | | Total Reviews | Number of reviews | 127 | | Reviews URL | Link to reviews | https://maps.google.com/reviews... | 🚀 Setup Instructions Prerequisites n8n instance (self-hosted or cloud) Google account with Sheets access Bright Data account with Google Maps dataset access Anthropic API key for Claude AI Step-by-Step Import the workflow JSON into n8n Configure Bright Data credentials and dataset access Set up Google Sheets and OAuth2 credentials Configure Claude AI with your API key Replace all placeholder credential IDs and tokens. For improved security, use credentials instead of hardcoding the API token placeholder in the HTTP Request node. Test with sample data (e.g., "Coffee Shop" in California, US) Activate the workflow and use the form for submissions 🛠 How to Customize Modify Geographic Scope Add countries to the form dropdown Customize Claude prompts for city generation Adjust search logic for international markets Enhance Data Collection Add more fields from Bright Data Include revenue, employee count, social profiles Improve Duplicate Detection Use fuzzy matching for similar names Include address-based checks Customize Output Format Transform data for CRM compatibility Export to CSV, database, or multiple destinations Implement Advanced Features Integrate email finder services Include lead scoring logic Discover social media profiles Batch Processing Optimization Adjust batch sizes per Bright Data limits Use parallel processing and retry logic Integration Options Connect to CRMs like HubSpot or Salesforce Trigger email automation Integrate with marketing platforms

Monitoring Job Changes on LinkedIn Use Case This automation tracks job changes among your LinkedIn connections and extracts relevant details. It's ideal for triggering timely outreach, updating CRM records, or feeding lead scoring workflows based on new roles. What This Automation Does It scrapes your LinkedIn "Job Changes" feed and returns: Name of the person Their new position LinkedIn profile URL Functional category (e.g., marketing, sales, HR, executive) Each run processes 5 job changes at a time. How It Works Manual Trigger: Starts the workflow when the user clicks "Test workflow." Airtop Enrichment: Navigates to the LinkedIn job changes page and extracts: name new_position linkedin_profile_url position_function (classification such as marketing, sales, HR, etc.) Formatting: Output is structured into clean JSON for use in further workflows. Setup Requirements Airtop Profile connected to LinkedIn Airtop API key configured in n8n A LinkedIn account with a populated “Job Changes” feed Next Steps Automate Alerts**: Add Slack, email, or CRM integrations to notify your team. Enrich and Score Leads**: Chain this with your ICP scoring workflow to evaluate new roles. Customize Scope**: Expand extraction to more than 5 job changes or add filters based on job titles or functions. Read more about Monitoring Job Changes on Linkedin.