by Davide
Drive-to-Store is a multi-channel marketing strategy that includes both the web and the physical context, with the aim of increasing the number of customers and sales in physical stores. This strategy guides potential customers from the online world to the physical point of sale through the provision of a coupon that can be spent in the store or on an e-commerce site. The basic idea is to have a landing page with a form and a series of unique coupons to assign to leads as a "reward" for filling out the form. This workflow is ideal for businesses looking to automate lead generation and management, especially when integrating with CRM systems like SuiteCRM and using Google Sheets for data tracking. How It Works Form Submission: The workflow starts with the On form submission node, which triggers when a user submits a form on a landing page. The form collects the user's name, surname, email, and phone number. Form Data Processing: The Form Fields node extracts and sets the form data (name, surname, email, and phone) for use in subsequent steps. Duplicate Lead Check: The Duplicate Lead? node checks if the submitted email already exists in a Google Sheets document. If the email is found, the workflow responds with a "duplicate lead" message (Respond KO node) and stops further processing. Coupon Retrieval: If the email is not a duplicate, the Get Coupon node retrieves a coupon code from the Google Sheets document based on the lead's email. Lead Creation in SuiteCRM: The Create Lead SuiteCRM node creates a new lead in SuiteCRM using the form data and the retrieved coupon code. The lead includes: First name, last name, email, phone number, and coupon code. Google Sheets Update: The Update Sheet node updates the Google Sheets document with the newly created lead's details, including: Name, surname, email, phone, coupon code, lead ID, and the current date and time. Response to Webhook: The Respond OK node sends a success response back to the webhook, indicating that the lead was created successfully. Set Up Steps Configure Form Trigger: Set up the On form submission node to collect user data (name, surname, email, and phone) via a web form. Set Up Google Sheets Integration: Configure the Duplicate Lead?, Get Coupon, and Update Sheet nodes to interact with the Google Sheets document. Ensure the document contains columns for email, coupon, lead ID, and other relevant fields. Set Up SuiteCRM Authentication: Configure the Token SuiteCRM node with the appropriate client credentials (client ID and client secret) to obtain an access token from SuiteCRM. Set Up Lead Creation in SuiteCRM: Configure the Create Lead SuiteCRM node to send a POST request to SuiteCRM's API to create a new lead. Include the form data and coupon code in the request body. Set Up Webhook Responses: Configure the Respond OK and Respond KO nodes to send appropriate JSON responses back to the webhook based on whether the lead was created or if it was a duplicate. Test the Workflow: Submit a test form to ensure the workflow correctly checks for duplicates, retrieves a coupon, creates a lead in SuiteCRM, and updates the Google Sheets document. Activate the Workflow: Once tested, activate the workflow to automate the process of handling form submissions and lead creation. Key Features Duplicate Lead Check**: Prevents duplicate leads by checking if the email already exists in the Google Sheets document. Coupon Assignment**: Retrieves a coupon code from Google Sheets and assigns it to the new lead. SuiteCRM Integration**: Automatically creates a new lead in SuiteCRM with the form data and coupon code. Data Logging**: Logs all lead details in a Google Sheets document for tracking and analysis. Webhook Responses**: Provides immediate feedback on whether the lead was created successfully or if it was a duplicate.
by tbphp
Overview This n8n template monitors specified GitHub repositories. When a new release is published, it automatically fetches the information, uses AI (Google Gemini by default) to summarize and translate it into Chinese, and sends a formatted notification to a designated Slack channel. Core Features: Automated Monitoring**: Checks for updates on a predefined schedule. Intelligent Processing**: Uses AI to extract key information and translate. Error Handling**: Sends an error notification if fetching RSS for a single repository fails, without affecting others. Duplicate Prevention**: Remembers the last processed release ID using Redis to ensure only new content is pushed. Prerequisites Slack**: Configure your Slack app credentials in n8n. Redis**: Have an available Redis service and configure its credentials in n8n. AI Provider (Gemini)**: Configure credentials for Google Gemini (or your chosen AI model) in n8n. Configuration Instructions After importing the template, you need to modify the following key nodes: Cron Trigger: Adjust the Rule setting to change the update check frequency (default is 0 */10 9-23 * * *, checking every 10 minutes between 9 AM and 11 PM daily). GitHub Config (Repository List - Code Node): Edit the JavaScript array within this node's code area. Modify or add the repositories you want to follow. Each repository object needs a name (custom display name) and github (format: owner/repo). Example: { "name": "n8n", // Custom display name "github": "n8n-io/n8n" // GitHub path }, { "name": "LobeChat", "github": "lobehub/lobe-chat" } // ... add more repositories Redis and Redis2 (Redis Connection): Select your configured Redis credentials in both nodes. Gemini (AI Model): Select your configured Google Gemini credentials. (Optional) Replace with a different supported AI model node and select its credentials. Information Extractor (AI Processing & Translation): Main Configuration: Review the System Prompt. By default, it asks the AI to extract information and translate it into Chinese. Modify this prompt if you need a different language or summary style. Send Message and Send Error (Slack Notifications): Select your configured Slack credentials in both Slack nodes. Set the target Channel ID for notifications. Workflow Overview Start: Cron Trigger initiates the workflow on schedule. Load Config: GitHub Config provides the list of repositories to monitor. Loop: The Loop node iterates through each repository. Fetch & Check: The RSS node attempts to fetch the repository's releases feed. If No Error checks for success: Failure: Send Error posts an error to Slack, skips this repository. Success: Continues. Check for New Release: The Redis node retrieves the last recorded Release ID for this repository. The If New node compares the latest Release ID with the recorded ID: Different IDs (New Release): Proceeds to processing. Same ID (Already Processed): Skips this repository. Process & Notify (Only for New Releases): Information Extractor (with Gemini) extracts, summarizes, and translates the content. The Code node formats the information into Slack Block Kit. Send Message sends the formatted message to Slack. The Redis2 node stores the current Release ID in Redis. End: The workflow finishes after processing all repositories. Conclusion Once configured, this template automates GitHub release monitoring, uses AI to distill key information, and delivers it efficiently to your Slack workspace.
by Airtop
About The ICP Company Scoring Automation Sorting through lists of potential leads manually to determine who's truly worth your sales team's time isn't just tedious, it's incredibly inefficient. Without proper qualification, your team might spend hours pursuing prospects who aren't the right fit for your product, while ideal customers slip through the cracks. How to Automate Identifying Your Ideal Customers With this automation, you'll learn how to automatically score and prioritize leads using data extracted directly from LinkedIn profiles via Airtop's integration with n8n. By the end, you'll have a fully automated workflow that analyzes prospects and calculates an Ideal Customer Profile (ICP) score, helping your sales team focus on high-potential opportunities. What You'll Need A free Airtop API key A copy of this Google Sheets Understanding the Process This automation transforms how you qualify and prioritize leads by extracting real-time, accurate information directly from LinkedIn profiles. Unlike static databases that quickly become outdated, this workflow taps into the most current professional information available. The workflow in this template: Uses Airtop to extract comprehensive LinkedIn profile data Analyzes the data to calculate an ICP score based on AI interest, technical depth, and seniority Updates your Google Sheet with the enriched data and the ICP Company score Company ICP Scoring Workflow Our company-focused workflow analyzes company LinkedIn profiles with a comprehensive set of criteria: Company Identity Extraction Company Scale Assessment Business Classification Technical Sophistication Assessment Investment Profile To then calculate the ICP Scoring, it will focus on: AI Implementation Level: Low-5 pts, Medium-10 pts, High-25 pts Technical Sophistication: Basic-5 pts, Intermediate-15 pts, Advanced-25 pts, Expert-35 pts Employee Count: 0-9 employees-5 pts, 10-150 employees-25 pts, 150+ employees-30 pts Automation Agency Status: True-20 pts, False-0 pts Geography: US/Europe Based-10 pts, Other-0 pts Setting Up Your Automation We've created ready-to-use templates for both person and company ICP scoring. Here's how to get started: Configure your connections Connect your Google Sheets account Add your Airtop API key (obtain from the Airtop dashboard) Set up your Google Sheet Ensure your Google Sheet has the necessary columns for input data and result fields Ensure that columns Linkedin_URL_Company and ICP_Score_Company exist at least Configure the Airtop module Set up the Airtop module to use the appropriate LinkedIn extraction prompt Use our provided prompt that extracts company profile data Customization Options While our templates work out of the box, you might want to customize them for your specific needs: Modify the ICP scoring criteria: Adjust the point values or add additional criteria specific to your business Add notification triggers: Set up Slack or email notifications for high-value leads that exceed a certain ICP threshold Implement batch processing: Modify the workflow to process leads in batches to optimize performance Add conditional logic: Create different scoring models for different industries or product lines Integrate with your CRM: Integrate this automation with your preferred CRM to get the details added automatically for you Real-World Applications Here's how businesses are using this automation: AI Sales Platform: A B2B AI company could implement this workflow to process their trade show lead list of contacts. Within hours, they can identify the top 50 prospects based on ICP score. SaaS Analytics Tool: A SaaS company could implement LinkedIn enrichment to identify which companies fit best. The automation processes weekly leads and categorizes them into high, medium, and low priority tiers, allowing their sales team to focus on the most promising opportunities first. Best Practices To get the most out of this automation: Review and refine your ICP criteria quarterly: What constitutes an ideal customer may evolve as your product and market develop Create tiered follow-up processes: Develop different outreach strategies based on ICP score ranges Perform regular data validation: Periodically check the accuracy of the automated scoring against your actual sales results What's Next? Now that you've automated your ICP scoring with LinkedIn data, you might be interested in: Setting up automated outreach sequences based on ICP score thresholds Creating custom reporting dashboards to track conversion rates by ICP segment Expanding your scoring model to include additional data sources Implementing lead assignment automation based on ICP scores Happy automating!
by Airtop
About The ICP Person Scoring Automation Sorting through lists of potential leads manually to determine who's truly worth your sales team's time isn't just tedious, it's incredibly inefficient. Without proper qualification, your team might spend hours pursuing prospects who aren't the right fit for your product, while ideal customers slip through the cracks. How to Automate Identifying Your Ideal Customers With this automation, you'll learn how to automatically score and prioritize leads using data extracted directly from LinkedIn profiles via Airtop's built-in integration with n8n. By the end, you'll have a fully automated workflow that analyzes prospects and calculates an Ideal Customer Profile (ICP) score, helping your sales team focus on high-potential opportunities. What You'll Need A free Airtop API key A copy of this Google Sheets Understanding the Process This automation transforms how you qualify and prioritize leads by extracting real-time, accurate information directly from LinkedIn profiles. Unlike static databases that quickly become outdated, this workflow taps into the most current professional information available. The workflow in this template: Uses Airtop to extract comprehensive LinkedIn profile data Analyzes the data to calculate an ICP score based on AI interest, technical depth, and seniority Updates your Google Sheet with the enriched data and the ICP score Person ICP Scoring Workflow Our person-focused workflow evaluates individual LinkedIn profiles to determine how well they match your ideal customer profile by: Extracting data for each individual Analyzing their profile to determine seniority and technical depth The system then automatically calculates an ICP score based on the following criteria: AI Interest: beginner-5 pts, intermediate-10 pts, advanced-25 pts, expert-35 pts Technical Depth: basic-5 pts, intermediate-15 pts, advanced-25 pts, expert-35 pts Seniority Level: junior-5 pts, mid-level-15 pts, senior-25 pts, executive-30 pts Setting Up Your Automation Here's how to get started: Configure your connections Connect your Google Sheets account Add your Airtop API key (obtain from the Airtop dashboard) Set up your Google Sheet Ensure your Google Sheet has the necessary columns for input data and result fields Ensure that columns Linkedin_URL_Person and ICP_Score_Person exist at least Configure the Airtop module Set up the Airtop module to use the appropriate LinkedIn extraction prompt Use our provided prompt that extracts individual profile data Customization Options While our templates work out of the box, you might want to customize them for your specific needs: Modify the ICP scoring criteria: Adjust the point values or add additional criteria specific to your business Add notification triggers: Set up Slack or email notifications for high-value leads that exceed a certain ICP threshold Implement batch processing: Modify the workflow to process leads in batches to optimize performance Add conditional logic: Create different scoring models for different industries or product lines Integrate with your CRM: Integrate this automation with your preferred CRM to get the details added automatically for you Real-World Applications Here's how businesses are using this automation: AI Sales Platform: A B2B AI company could implement this workflow to process their trade show lead list of contacts. Within hours, they can identify the top 50 prospects based on ICP score. SaaS Analytics Tool: A SaaS company could implement LinkedIn enrichment to identify which companies fit best. The automation processes weekly leads and categorizes them into high, medium, and low priority tiers, allowing their sales team to focus on the most promising opportunities first. Best Practices To get the most out of this automation: Review and refine your ICP criteria quarterly: What constitutes an ideal customer may evolve as your product and market develop Create tiered follow-up processes: Develop different outreach strategies based on ICP score ranges Perform regular data validation: Periodically check the accuracy of the automated scoring against your actual sales results What's Next? Now that you've automated your ICP scoring with LinkedIn data, you might be interested in: Setting up automated outreach sequences based on ICP score thresholds Creating custom reporting dashboards to track conversion rates by ICP segment Expanding your scoring model to include additional data sources Implementing lead assignment automation based on ICP scores Happy automating!
by Preston Zeller
How It Works This workflow automates the entire property lead generation process in a few simple steps: Property Search: Connects to BatchData's Property Search API with customizable parameters (location, property type, value range, equity percentage, etc.) Lead Filtering & Scoring: Processes results to identify the most promising leads based on criteria like absentee ownership, years owned, equity percentage, and tax status. Each property receives a lead score to prioritize follow-up. Skip Tracing: Automatically retrieves owner contact information (phone, email, mailing address) for each qualified property. Data Formatting: Structures all property and owner data into a clean, organized format ready for your systems. Multi-Channel Output: Generates an Excel spreadsheet with all lead details Pushes leads directly to your CRM (configurable for HubSpot, Salesforce, etc.) Sends a summary email with the spreadsheet attached The workflow can run on a daily schedule or be triggered manually as needed. All parameters are easily configurable through dedicated nodes, requiring no coding knowledge. Who's It For This workflow is perfect for: Real Estate Investors looking to find off-market properties with motivated sellers Real Estate Agents who want to generate listing leads from distressed or high-equity properties Investment Companies that need regular lead flow for acquisitions Real Estate Marketers who run targeted campaigns to property owners Wholesalers seeking to build a pipeline of potential deals Property Service Providers (roof repair, renovation contractors, etc.) who target specific property types Anyone who needs reliable, consistent lead generation for real estate without the manual work of searching, filtering, and organizing property data will benefit from this automation. About BatchData BatchData is a comprehensive property data provider that offers access to nationwide property information, owner details, and skip tracing services. Key features include: Extensive Database: Covers 150+ million properties across all 50 states Rich Property Data: Includes ownership information, tax records, sales history, valuation estimates, equity positions, and more Skip Tracing Services: Provides owner contact information including phone numbers, email addresses, and mailing addresses Distressed Property Indicators: Flags for pre-foreclosure, tax delinquency, vacancy, and other motivation factors RESTful API: Professional API for programmatic access to all property data services Regular Updates: Continuously refreshed data for accurate information BatchData's services are designed for real estate professionals who need reliable property and owner information to power their marketing and acquisition strategies. Their API-first approach makes it ideal for workflow automation tools like N8N.
by ainabler
Overall Description & Potential << What Does This Flow Do? >> Overall, this workflow is an intelligent sales outreach automation engine that transforms raw leads from a form or a list into highly personalized, ready-to-send introductory email drafts. The process is: it starts by fetching data, enriches it with in-depth AI research to uncover "pain points," and then uses those research findings to craft an email that is relevant to the solutions you offer. This system solves a key problem in sales: the lack of time to conduct in-depth research on every single lead. By automating the research and drafting stages, the sales team can focus on higher-value activities, like engaging with "warm" prospects and handling negotiations. Using Google Sheets as the main dashboard allows the team to monitor the entire process—from lead entry, research status, and email drafts, all the way to the send link—all within a single, familiar interface. << Potential Future Enhancements >> This workflow has a very strong foundation and can be further developed into an even more sophisticated system: Full Automation (Zero-Touch): Instead of generating a manual-click link, the output from the AI Agent can be directly piped into a Gmail or Microsoft 365 Email node to send emails automatically. A Wait node could be added to create a delay of a few minutes or hours after the draft is created, preventing instant sending. Automated Follow-up Sequences: The workflow can be extended to manage follow-up emails. By using a webhook to track email opens or replies, you could build logic like: "If the intro email is not replied to within 3 days, trigger the AI Agent again to generate follow-up email #1 based on a different template, and then send it." AI-Powered Lead Scoring: After the research stage, the AI could be given the additional task of scoring leads (e.g., 1-10 or High/Medium/Low Priority) based on how well the target company's profile matches your ideal customer profile (ICP). This helps the sales team prioritize the most promising leads. Full CRM Integration: Instead of Google Sheets, the workflow could connect directly to HubSpot, Salesforce, or Pipedrive. It would pull new leads from the CRM, perform the research, draft the email, and log all activities (research results, sent emails) back to the contact's timeline in the CRM automatically. Multi-Channel Outreach: Beyond email, the AI could be instructed to draft personalized LinkedIn Connection Request messages or WhatsApp messages. The workflow could then use the appropriate APIs to send these messages, expanding your outreach beyond just email.
by Harshil Agrawal
This workflow allows you to trigger a build in Travis CI when code changes are pushed to a GitHub repo or a pull request gets opened. GitHub Trigger node: This node will trigger the workflow when changes are pushed or when a pull request is created, updated, or deleted. IF node: This node checks for the action type. We want to trigger a build when code changes are pushed or when a pull request is opened. We don't want to build the project when a PR is closed or updated. TravisCI node: This node will trigger the build in Travis CI. If you're using CircleCI in your pipeline, replace the node with the CircleCI node. NoOp node: Adding this node is optional.
by Ranjan Dailata
This workflow automates competitor keyword research using OpenAI LLM and Decodo for intelligent web scraping. Who this is for SEO specialists, content strategists, and growth marketers who want to automate keyword research and competitive intelligence. Marketing analysts managing multiple clients or websites who need consistent SEO tracking without manual data pulls. Agencies or automation engineers using Google Sheets as an SEO data dashboard for keyword monitoring and reporting. What problem this workflow solves Tracking competitor keywords manually is slow and inconsistent. Most SEO tools provide limited API access or lack contextual keyword analysis. This workflow solves that by: Automatically scraping any competitor’s webpage with Decodo. Using OpenAI GPT-4.1-mini to interpret keyword intent, density, and semantic focus. Storing structured keyword insights directly in Google Sheets for ongoing tracking and trend analysis. What this workflow does Trigger — Manually start the workflow or schedule it to run periodically. Input Setup — Define the website URL and target country (e.g., https://dev.to, france). Data Scraping (Decodo) — Fetch competitor web content and metadata. Keyword Analysis (OpenAI GPT-4.1-mini) Extract primary and secondary keywords. Identify focus topics and semantic entities. Generate a keyword density summary and SEO strength score. Recommend optimization and internal linking opportunities. Data Structuring — Clean and convert GPT output into JSON format. Data Storage (Google Sheets) — Append structured keyword data to a Google Sheet for long-term tracking. Setup Prerequisites n8n account with workflow editor access Decodo API credentials OpenAI API key Google Sheets account connected via OAuth2 Make sure to install the Decodo Community node. Create a Google Sheet Add columns for: primary_keywords, seo_strength_score, keyword_density_summary, etc. Share with your n8n Google account. Connect Credentials Add credentials for: Decodo API credentials - You need to register, login and obtain the Basic Authentication Token via Decodo Dashboard OpenAI API (for GPT-4o-mini) Google Sheets OAuth2 Configure Input Fields Edit the “Set Input Fields” node to set your target site and region. Run the Workflow Click Execute Workflow in n8n. View structured results in your connected Google Sheet. How to customize this workflow Track Multiple Competitors** → Use a Google Sheet or CSV list of URLs; loop through them using the Split In Batches node. Add Language Detection** → Add a Gemini or GPT node before keyword analysis to detect content language and adjust prompts. Enhance the SEO Report** → Expand the GPT prompt to include backlink insights, metadata optimization, or readability checks. Integrate Visualization** → Connect your Google Sheet to Looker Studio for SEO performance dashboards. Schedule Auto-Runs** → Use the Cron Node to run weekly or monthly for competitor keyword refreshes. Summary This workflow automates competitor keyword research using: Decodo** for intelligent web scraping OpenAI GPT-4.1-mini** for keyword and SEO analysis Google Sheets** for live tracking and reporting It’s a complete AI-powered SEO intelligence pipeline ideal for teams that want actionable insights on keyword gaps, optimization opportunities, and content focus trends, without relying on expensive SEO SaaS tools.
by Sankalp Dev
Automated Marketing Analytics Report with AI Agent How it works Transform your marketing data into actionable insights with this intelligent automation workflow. The system combines scheduled triggers with AI-powered analysis to deliver comprehensive marketing reports directly to your inbox. Key Features: Scheduled automated reporting (daily, weekly, or monthly) AI-powered data analysis using advanced language models Multi-platform marketing data integration via GoMarble MCP Intelligent report generation with actionable recommendations Direct email delivery of formatted reports Set up steps Prerequisites: GoMarble MCP account and API access Gmail account for report delivery n8n instance (cloud or self-hosted) Configuration Time: ~15-20 minutes Step-by-step setup: Connect GoMarble MCP to n8n Follow the integration guide: GoMarble n8n Setup Configure your marketing platform credentials (Google Ads, Facebook Ads, Analytics) Configure the Schedule Trigger Set your preferred reporting frequency Choose optimal timing for data availability Customize the Report Prompt Define specific metrics and KPIs to track Set analysis parameters and report format preferences Set up AI Agent Configuration Choose between Anthropic Claude or OpenAI models Configure the GoMarble MCP tools for your marketing platforms Configure Gmail Integration Set recipient email addresses Customize email template and subject line Advanced Configuration: Add conditional logic for performance thresholds Include custom data visualization requests Set up alert triggers for significant metric changes What you'll get Automated Intelligence:** Regular marketing performance analysis without manual effort Cross-Platform Insights:** Unified view of Google Ads, Facebook Ads, and Analytics data AI-Powered Recommendations:** Strategic insights and optimization suggestions Professional Reports:** Well-formatted, executive-ready marketing summaries Scalable Solution:** Easy to extend with additional marketing platforms or custom metrics Perfect for marketing teams, agencies, and business owners who want to stay on top of their marketing performance with minimal manual work.
by Rahul Joshi
Description Automatically generate multi-jurisdiction tax summaries from Stripe invoices and sync them into Google Sheets with daily reporting. This workflow ensures compliance-ready tax data, detailed breakdowns by country/state/tax rate, and real-time Slack notifications for both success and error handling. 💳📈📢 What This Template Does Triggers daily at 2:00 AM using a scheduled cron. ⏰ Fetches paid invoices from Stripe (last 30 days). 💳 Validates data integrity before processing. ✅ Summarizes taxes by period, country, state, and rate. 🧮 Formats and logs results in Google Sheets for reporting. 📊 Sends Slack notifications for both success and failure. 📢 Key Benefits Automated tax compliance reporting. 🧾 Accurate multi-jurisdiction tracking. 🌍 Eliminates manual spreadsheet work. ⏱️ Maintains a historical audit trail. 📋 Real-time notifications keep your team informed. 🔔 Built-in error handling ensures reliability. 🛡️ Features Daily cron schedule (0 2 * * *). Stripe invoices fetched with expanded tax amounts. Intelligent grouping by period, country, state, and tax rate. Google Sheets integration with append/update logic. Success Slack message: summary totals, record count, period. Error Slack message: troubleshooting guidance and failure logs. Uses environment variables for secure configuration (GOOGLE_SHEETS_DOCUMENT_ID, SLACK_CHANNEL_ID). Requirements n8n instance (cloud or self-hosted). Stripe API credentials with invoice read access. Google Sheets OAuth2 credentials with write access. Slack API credentials with chat:write permissions. Proper tax configuration in Stripe for accurate reporting. Target Audience Finance teams handling recurring billing and tax filings. 💼 Accountants needing automated jurisdiction tax breakdowns. 📊 SaaS businesses managing global customers. 🌐 Agencies and SMEs streamlining monthly tax reporting. 🏢 Remote teams requiring real-time workflow notifications. 📲 Step-by-Step Setup Instructions Configure Stripe API credentials in n8n. Set up Google Sheets with a “Tax Summary” sheet (columns: period, country, state, tax rate, taxable amount, tax collected, processing date). Configure Slack API credentials and channel ID (e.g., tax-reports). Replace hardcoded values with environment variables for security. Import this workflow JSON into n8n. Run once manually with test invoices to validate. Enable the workflow for daily automated reporting. ✅
by Elay Guez
Enrich Monday.com leads with AI-powered company research and personalized email drafts using Explorium MCP and GPT-4.1 AI-Powered Lead Enrichment & Email Writer for Monday.com 🚀 Overview Stop losing deals to slow response times! Transform your inbound leads into qualified opportunities with this intelligent workflow that automates lead enrichment and personalized outreach. When a new lead drops into your Monday.com board, magic happens: 🔍 Deep-dives into company data using Explorium MCP's advanced intelligence engine 🧠 Analyzes business priorities, pain points, and growth opportunities 💡 Identifies specific AI automation use cases tailored to each company ✉️ Crafts hyper-personalized email drafts with GPT-4.1 (under 120 words!) 📊 Enriches your CRM with actionable insights and AI solution recommendations 📧 Saves draft emails directly to Gmail for your review 🔄 Updates Monday.com automatically with all the juicy insights Perfect for sales teams, growth marketers, and BizDev pros who want to turn every lead into a conversation starter that actually converts! 👥 Who's it for? B2B sales teams drowning in inbound leads Growth teams needing lightning-fast lead qualification BizDev professionals seeking that personal touch at scale Companies rocking Monday.com as their CRM ⚡ How it works Webhook triggers when fresh lead hits Monday.com Company Researcher agent unleashes Explorium MCP for company intel Email Writer agent crafts personalized outreach that doesn't sound like a robot CRM Enrichment agent adds golden nuggets of AI recommendations Gmail integration parks the draft in your inbox Monday.com updates with all the enriched goodness 🛠️ Setup Instructions Time to magic: 20 minutes You'll need: OpenAI API Key (for GPT-4.1) Explorium MCP API Key Monday.com API Token Gmail OAuth credentials Monday.com webhook setup Step-by-step: Import this template into your n8n instance Hook up Monday.com webhook via "Respond to Webhook" node Deactivate that "Respond to Webhook" node (important!) Plug in your API credentials Customize agent prompts with YOUR company's secret sauce Match your Monday.com columns to the workflow Test drive with a dummy lead Hit activate and watch the magic! ✨ 📋 Requirements Monday.com board with these columns: Company Name, Contact Name, Email, Comments Explorium MCP access (for that company intelligence gold) OpenAI API (GPT-4.1 model ready) Gmail account (where drafts go to shine) 🎨 Make it yours Tweak email tone - formal, casual, or somewhere in between Adjust research depth in Company Researcher Add your unique value props to agent prompts Connect more data sources for extra enrichment Hook up other CRMs (HubSpot, Salesforce, Pipedrive) Add Slack alerts for hot leads 🔥 💪 Why this rocks Real talk: Manual lead research is SO 2023. While your competitors are still googling companies, you're already in their inbox with an email that mentions their latest funding round, understands their tech stack, and offers solutions to problems they didn't even know you could solve. This isn't just another "Hi {{first_name}}" template. It's AI that actually gets context, writes like a human, and makes your prospects think "How did they know exactly what we need?" Results you can expect: Faster lead response time Higher email open rates Actually useful CRM data (not just "interested in our product") Your sales team thanking you (seriously) Built with ❤️ by: Elay Guez Pro tip: The more context you feed the AI agents about your business, the scarier-good the personalization gets. Don't hold back on those System Message customizations!
by Rahi
🛠️ Workflow: Jotform → HubSpot Company + Task Automation Automatically create or update HubSpot companies and generate follow-up tasks whenever a Jotform is submitted. All logs are stored to Google Sheets for traceability, transparency, and debugging. ✅ Use Cases Capture marketing queries from your website’s Jotform form and immediately create tasks for your sales or SDR team. Enrich HubSpot companies with submitted domains, company names, and contact data. Automatically assign tasks to owners and keep all form submissions logged and auditable. Avoid manual handoffs — full automation from form submission → CRM. 🔍 How It Works (Step-by-Step) 1. Jotform Trigger The workflow starts when a new submission is received via the Jotform webhook. Captured fields include: name, email, LinkedIn profile, company name, marketing budget, domain, and any specific query. 2. Create or Update Company in HubSpot + Format Data The “Create Company” node ensures the submitted company is either created in HubSpot or updated if it already exists. A Formatter (Function) node standardizes the data — names, email, LinkedIn URL, domain, marketing budget, and query text. It composes a task title, generates a follow-up timestamp, and dynamically assigns an owner. 3. Loop & HTTP Request – Create HubSpot Task The workflow loops through each formatted item. A Wait node prevents rate limit issues. It then sends an HTTP POST request to HubSpot’s Tasks API, creating a task with: Subject and body including the submission details Task status, priority, and type Assigned owner and associated company 4. Loop & HTTP Request – Set Company Domain After tasks are created, another loop updates each HubSpot company record with the submitted domain. This ensures all HubSpot companies have proper website data for future enrichment. 5. Storing Logs (Google Sheets) All processed submissions, responses, errors, and metadata are appended or updated in a Google Sheets document. This provides a complete audit trail — ideal for debugging, reporting, and performance monitoring. 🧩 Node Structure Overview | Step | Node | Description | |------|------|--------------| | 1️⃣ | Jotform Trigger | Receives form submission data | | 2️⃣ | HubSpot Create Company | Ensures company record exists | | 3️⃣ | Formatter / Function Node | Cleans & structures data, assigns owner, generates task fields | | 4️⃣ | Wait / Delay Node | Controls API call frequency | | 5️⃣ | HTTP Request (Create Task) | Pushes task to HubSpot | | 6️⃣ | HTTP Request (Update Domain) | Updates company domain in HubSpot | | 7️⃣ | Google Sheets Node | Logs inputs, outputs, and status | 📋 Requirements & Setup 🔑 HubSpot Private App Token with permissions to create companies, tasks, and update records 🌐 Jotform Webhook URL pointing to this workflow 📗 Google Sheets Credentials (OAuth or service account) with write access ✅ HubSpot app must have crm.objects.companies.write and crm.objects.tasks.write scopes ⚠️ Add retry or error-handling branches for failed API calls ⚙️ Customization Tips & Variations Add contact association:** Modify the payload to also link the task with a HubSpot Contact (via email) so it appears in both company and contact timelines. Use fallback values:** In the Formatter node, provide defaults like “Unknown Company” or “No query provided.” Dynamic owner assignment:** Replace hash-based assignment with round-robin or territory logic. Conditional task creation:** Add logic to only create tasks when certain conditions are met (e.g., budget > 0). Error branches:** Capture failed HTTP responses and send Slack/Email alerts. Extended logs:** Add response codes, errors, and retry counts to your Google Sheet for more transparency. 🎯 Benefits & Why You’d Use This ⚡ Speed & Automation — eliminate manual data entry into HubSpot 📊 Data Consistency — submissions are clean, enriched, and traceable 👀 Transparency — every action logged for full visibility 🌍 Scalability — handle hundreds of submissions effortlessly 🔄 Flexibility — adaptable for other use cases (support tickets, surveys, partnerships, etc.) ✨ Example Use Case A marketing form on your website captures partnership or franchise inquiries. This workflow instantly creates a HubSpot company, logs the inquiry as a task, assigns it to a regional manager, and saves a record in Google Sheets — all within seconds. Tags: HubSpot Jotform CRM GoogleSheets Automation LeadManagement