Workflow Templates

Who’s it for This template is built for founders, sales teams, agencies, consultants, and growth operators who want a fully automated way to discover high-intent companies showing buying signals such as funding, hiring, launches, or expansion — without manual research. It’s ideal for outbound sales, partnership scouting, market intelligence, and lead generation. What it does / How it works This workflow automates daily business signal monitoring and opportunity detection. It runs on a daily schedule and collects data from multiple sources: LinkedIn** X** Product Hunt** CrunchBase** Google News** All incoming data is: Merged and normalized into a single unified feed Cleaned and deduplicated Passed to an AI agent powered by Google Gemini The AI agent: Filters only relevant events (Funding, Launch, Expansion, Hiring) Generates a concise summary Explains why the event represents a business opportunity Based on the AI classification: Relevant opportunities continue through the workflow Irrelevant noise is automatically discarded For each qualified opportunity: Company/contact data is enriched via an external API The opportunity is saved to Google Sheets A real-time alert is sent via Telegram All logic runs automatically end-to-end. Requirements Google News (NewsAPI) API key Twitter/X API credentials Product Hunt API credentials Crunchbase RSS feed access Google Sheets OAuth2 credentials Telegram Bot credentials Google Gemini (PaLM) API credentials (Optional) Contact enrichment API How to set up Import the workflow into n8n. Connect all required credentials: Google Gemini Google Sheets Telegram External APIs (News, X, Product Hunt) Replace placeholders: Google Sheet ID and range Telegram Chat ID Enrichment API URL (if used) Adjust search queries if needed. Run the workflow once manually to test. Enable the Daily Trigger to activate automation. How to customize the workflow Modify AI prompts to refine opportunity criteria Add new data sources (LinkedIn, Reddit, Hacker News) Change schedule frequency (hourly, weekly) Log opportunities into a CRM instead of Sheets Add email or Slack alerts Expand enrichment logic for deeper company insights This workflow transforms scattered startup news into a clean, daily stream of actionable business opportunities — fully automated.

Complete Telegram Trivia Bot with AI Question Generation Build a fully-featured Telegram trivia bot that automatically generates fresh questions daily using OpenAI and tracks user progress with NocoDB. Perfect for communities, education, or entertainment! ✨ Key Features 🤖 AI Question Generation: Automatically creates 40+ new trivia questions daily across 8 categories 📊 Smart User Management: Tracks scores, prevents question repeats, maintains leaderboards 🎮 Game Mechanics: Star-based difficulty scoring, answer history, progress tracking 🏆 Competitive Elements: Real-time leaderboards with emoji rankings and user positioning 🛡️ Robust Architecture: Error handling, state management, and data validation 🚀 Perfect For Community Engagement**: Keep Telegram groups active with daily trivia challenges Educational Content**: Create learning experiences with categorized questions Business Applications**: Employee training, customer engagement, lead generation Personal Projects**: Learn n8n automation while building something fun 📱 Supported Commands /start - Welcome new users with setup instructions /question - Get personalized trivia questions (never repeats correctly answered ones) /score - View current points and statistics /leaderboard - See top 10 players with rankings /stats - Detailed accuracy and performance metrics /help - Complete command reference 🔧 How It Works User Journey: User sends /question command to bot System checks their answer history to avoid repeats Displays fresh question with multiple choice options Processes answer, updates score based on difficulty stars Saves complete answer history for future filtering AI Content Pipeline: Daily scheduler triggers question generation OpenAI creates 5 questions per category (8 categories total) Questions automatically saved to NocoDB with difficulty ratings Content includes explanations and proper formatting 🛠️ Set Up Steps Prerequisites: n8n instance (cloud or self-hosted) NocoDB database (free tier works) OpenAI API key (Not required if you want to add questions yourself) Telegram bot token Database Setup: Create 3 NocoDB tables with the exact field specifications provided in the sticky notes. The workflow includes complete schema documentation. Configuration Time: ~15 minutes for database setup + API keys Detailed Setup Instructions: All setup steps, database schemas, and configuration details are documented in the workflow's sticky notes for easy implementation. 📈 Advanced Features Question History Tracking**: Users never see correctly answered questions again Difficulty-Based Scoring**: 1-5 star rating system with corresponding points Category Management**: 8 different trivia categories for variety State Management**: Proper game flow with idle/waiting states Error Handling**: Graceful fallbacks for all edge cases Scalable Architecture**: Supports unlimited concurrent users 🎯 Business Applications Lead Generation**: Capture user data through engaging trivia Employee Training**: Create custom questions for onboarding Customer Engagement**: Keep users active in your Telegram community Educational Tools**: Subject-specific learning with progress tracking Event Activation**: Conferences, workshops, or team building 💡 Customization Options Modify question categories for your niche Adjust scoring systems and difficulty levels Add custom commands and features Integrate with other platforms or APIs Create specialized question sets 🔗 Get Started Ready to build your own AI-powered trivia bot? Start with n8n and follow the comprehensive setup guide included in this workflow template. Next Steps: Import this workflow template Follow the database setup instructions in sticky notes Configure your API credentials Test with sample questions Launch your trivia bot! Turn your friend group into trivia champions with AI-generated questions that spark friendly competition!

🧑‍💼 Who is this for? This workflow is for any YouTube user who wants to bulk delete all playlists from their own channel — whether to start fresh, clean up old content, or prepare the account for a new purpose. It’s useful for: Creators reorganizing their channel People transferring content to another account Anyone who wants to avoid deleting playlists manually one by one 🧠 What problem is this workflow solving? YouTube does not offer a built-in way to delete multiple playlists at once. If you have dozens or hundreds of playlists, removing them manually is extremely time-consuming. This workflow automates the entire deletion process in seconds, saving you hours of repetitive effort. ⚙️ What this workflow does Connects to your YouTube account Fetches all playlists you’ve created (excluding system playlists) Deletes them one by one** automatically > ⚠️ This action is irreversible. Once a playlist is deleted, it cannot be recovered. Use with caution. 🛠️ Setup 🔐 Create a YouTube OAuth2 credential in n8n for your channel. 🧭 Assign the credential to both YouTube nodes. ✅ Click “Test workflow” to execute. > 🟨 By default, this workflow deletes everything. If you want to be more selective, see the customization tips below. 🧩 How to customize this workflow to your needs ✅ Add a confirmation flag Insert a Set node with a custom field like confirm_delete = true, and follow it with an IF node to prevent accidental execution. ✂️ Delete only some playlists Add a Filter node after fetching playlists — you can match by title, ID, or keyword (e.g. only delete playlists containing “old”). 🛑 Add a pause before deletion Insert a Wait or NoOp node to give you a moment to cancel before it runs. 🔁 Adapt to scheduled cleanups Use a Cron trigger if you want to periodically clear temporary playlists.

🎯 LinkedIn ICP Lead Qualification Automation Automatically identify and qualify ideal customer prospects from LinkedIn post reactions using AI-powered profile analysis and intelligent data enrichment. Perfect for sales teams and marketing professionals who want to convert LinkedIn engagement into qualified leads without manual research. This workflow transforms post reactions into actionable prospect data with AI-driven ICP classification. Good to know LinkedIn Safety**: Only use cookie-free Apify actors to avoid account detection and suspension risks Daily Processing Limits**: Scrape maximum 1 page of reactions per day (50-100 profiles) to stay under LinkedIn's radar Apify actors cost approximately $0.01-0.05 per profile scraped - budget accordingly for daily processing Includes intelligent rate limiting to prevent API restrictions and maintain LinkedIn account safety AI classification requires clear definition of your Ideal Customer Profile criteria Processing too many profiles or running too frequently will trigger LinkedIn's anti-scraping measures Always monitor your LinkedIn account health and Apify usage patterns for any warning signs How it works Scrapes LinkedIn post reactions using Apify's specialized actor to identify engaged users Extracts and cleans profile data including names, job titles, and LinkedIn URLs Checks against existing Airtable records to prevent duplicate processing and save costs Creates new prospect records with basic information for tracking purposes Enriches profiles with comprehensive LinkedIn data including company details and experience Aggregates and formats profile data for AI analysis and classification Uses AI to analyze prospects against your ICP criteria with detailed reasoning Updates records with ICP classification results and extracted email addresses Implements smart batching and delays to respect API rate limits throughout the process How to use IMPORTANT**: Select cookie-free Apify actors only to avoid LinkedIn account suspension Set up Apify API credentials in both HTTP Request nodes for safe LinkedIn scraping Configure Airtable OAuth2 authentication and select your prospect tracking base Replace the LinkedIn post URL with your target post in the initial scraper node Daily Usage**: Process only 1 page of reactions per day (typically 50-100 profiles) maximum Customize the AI classification prompt with your specific ICP criteria and job titles Test with a small batch first to verify setup and monitor both API costs and LinkedIn account health Schedule workflow to run daily rather than processing large batches to maintain account safety Requirements Apify account with API access and sufficient credits for profile scraping Airtable account with OAuth2 authentication configured OpenAI or compatible AI model credentials for prospect classification LinkedIn post URL with reactions to analyze (minimum 10+ reactions recommended) Clear definition of your Ideal Customer Profile criteria for accurate AI classification Customising this workflow Safety First**: Always verify Apify actors are cookie-free before configuring to protect your LinkedIn account Modify ICP classification criteria in the AI prompt to match your specific target customer profile Set up daily scheduling (not hourly/frequent) to respect LinkedIn's usage patterns and avoid detection Adjust rate limiting delays based on your comfort level with LinkedIn scraping frequency Add additional data fields to Airtable schema for storing custom prospect information Integrate with CRM systems like HubSpot or Salesforce for automatic lead import Set up Slack notifications for new qualified prospects or daily summary reports Create email marketing sequences in tools like Mailchimp for nurturing qualified leads Add lead scoring based on company size, industry, or engagement level for prioritization Consider rotating between different LinkedIn posts to diversify your prospect sources while maintaining daily limits

This workflow manages subscription billing reminders and data updates via Telegram. It runs daily at 8:00 AM to check for upcoming due subscriptions, formats relevant information, and sends reminders to users. It also processes user messages for subscription management—adding, updating, or retrieving billing info—using AI-powered natural language understanding. Main outcomes include automated subscription tracking, timely reminders, and conversational interaction through Telegram, reducing manual tracking efforts and improving billing accuracy. Automation Benefits Time & Cost Savings Manual Process: Several hours/week spent managing subscriptions and reminders manually. Automated Process: Workflow completes checks, reminders, and data updates in under a minute. Time Savings: Saves approximately 5 hours weekly, translating to significant productivity gains and cost reduction. ROI: Automation pays for itself within the first month due to saved labor. Error Reduction: Minimized manual entry errors, ensuring accurate billing records and timely reminders. Business Impact Solves the problem of manual subscription tracking and reminders. Scales effortlessly as subscription list grows. Opens new opportunities for proactive customer engagement, personalized messaging, and integrated billing insights. Setup Guide Prerequisites Google Sheets account with subscription data sheet. OpenAI API key with access to GPT-4. Telegram bot token with messaging permissions. Email SMTP setup if email reminders are used. API Configuration Google Sheets: Generate OAuth2 credentials, enable Sheets API, and authorize access. OpenAI: Create API key, set model to GPT-4, and test connectivity. Telegram: Create bot via BotFather, retrieve token, and set webhook URL. Webhook URL: Use the provided URL in the Telegram bot settings. Node-by-Node Setup OpenAI Chat Model: Enter API credentials, select GPT-4 model. Google Sheets: Input spreadsheet ID, sheet name, and ensure correct permissions. Telegram Nodes: Insert chat ID, message parsing, and response formatting. Schedule Trigger: Confirm cron expression for daily execution. For AI nodes, test with sample messages to verify formatting and extraction. Testing & Validation Run workflow manually. Confirm data is retrieved, processed, and responses sent. Verify subscription updates in Google Sheets. Check Telegram chats for correct message flow. N8N Documentation References Google Sheets Node OpenAI Node Telegram Node Schedule Trigger Maintenance & Troubleshooting Regular Maintenance (Monthly) Check API credentials and renew tokens if expired. Monitor workflow logs for errors. Review Google Sheets data for consistency. Update API keys when new versions or permissions are granted. Verify currency conversion accuracy periodically. Common Issues & Solutions Workflow not triggering: check schedule settings and webhook URLs. Data not updating: verify Google Sheets credentials and permissions. Incorrect responses: test AI prompt inputs and outputs. API failures: regenerate API keys or check quota limits. Reconfigure nodes if external API changes. Monitoring & Alerts Set up email or Slack alerts for failures. Regularly review execution logs. Track key metrics like successful runs, error rates, and response times. Support & Escalation Check n8n logs first for errors. Export workflow for support if needed. Use n8n community forums for common issues. Contact API providers for account-specific problems. Emergency procedures: restart workflow, regenerate tokens. Updates & Improvements Review workflow performance quarterly. Optimize AI prompts for better accuracy. Backup workflow configurations before major changes. Incorporate user feedback for feature enhancements.

🚀 Channable + Google Ads + Relevance AI: Scalable AI Workflow for Automated Ad Copy Generation & Publishing 🧩 Overview This workflow automates the entire ad creation process for Google Ads by integrating product data, AI-generated copy, compliance checks, and publication into your marketing pipeline. It connects n8n, Relevance AI, Google Sheets, and optionally Channable to: Fetch product data from your catalog Generate Google Text Ad headlines and descriptions using Relevance AI Validate character limits and ensure Google Ads compliance Route non-compliant ads to a Slack review channel Save compliant, ready-to-publish ads in Google Sheets Notify your marketing team automatically after each generation cycle 🧠 Key Benefits ✅ 100% automated ad copy pipeline ✅ AI-generated, human-quality Google Ads text ✅ Built-in compliance verification (Google Ads policy) ✅ Google Sheet integration for team review ✅ Daily automatic schedule (zero manual effort) ✅ Slack alerts for QA and transparency ✅ Modular design — extendable for Shopping and Performance Optimization ✅ Scalable for 10 → 10,000+ product ads ⚙️ System Architecture Tech Stack n8n** – Automation Orchestrator Relevance AI** – AI tools for copy generation and policy compliance Google Sheets** – Data storage and team collaboration Slack** – Real-time alerts and notifications (Optional) Channable – Product feed integration 🧭 Workflow Logic Daily Trigger (00:00) ⬇️ 1️⃣ Get Product Feed (Channable or custom API) ⬇️ 2️⃣ Split Into Batches (50 products each) ⬇️ 3️⃣ Generate Ad Copy (Relevance AI tool → Claude 3.5 prompt) ⬇️ 4️⃣ Validate Character Limits (JS node: max 30 headline / 90 description) ⬇️ 5️⃣ Compliance Check (Relevance AI agent → Google Ads policies) ⬇️ 6️⃣ IF Compliant → CSV / Google Sheets ↳ ❌ Non-Compliant → Slack Alert ⬇️ 7️⃣ Aggregate Batches + Generate CSV ⬇️ 8️⃣ Save to Google Sheets (“Generated Ads” tab) ⬇️ 9️⃣ Slack Notification → Summary Report 📋 Environment Variables Set these in n8n → Settings → Variables → Add Variable Copy-paste from your ENVIRONMENT_VARIABLES_CORRECTED.txt. Includes: ✅ Relevance AI region, API key, tool & agent IDs ✅ Google Ads, Merchant Center, and Sheets credentials ✅ Slack channel name ✅ Optional Channable endpoint Example: RELEVANCE_AI_API_URL=https://api-f1db6c.stack.tryrelevance.com/latest RELEVANCE_TOOL_AD_COPY_ID=bueQG8io04dw RELEVANCE_AGENT_COMPLIANCE_ID=xT29mQ4QKsl GOOGLE_SHEET_ID=1q2w3e4r5t6y7u8i9o0p SLACK_CHANNEL=#google-ads-automation 🏗️ Node-by-Node Breakdown | Node | Description | Endpoint / Logic | | -------------------------------------- | ----------------------------------------------- | ----------------------------------------------------------------------------- | | 🕓 Schedule Trigger | Runs daily at 00:00 | Cron 0 0 * * * | | 📦 Get Product Feed | Pulls product data from Channable or custom API | GET {{$env.CHANNABLE_API_URL}}/v1/projects/{{$env.PROJECT_ID}}/items | | 🧮 Split Into Batches | Processes 50 products at a time | Avoids rate limits | | ✍️ Generate Ad Copy (Relevance AI) | Calls AI tool for each product | POST {{$env.RELEVANCE_AI_API_URL}}/tools/google_text_ad_copy_generator/run | | 🔍 Validate Character Limits | JS validation (≤30 headline / ≤90 description) | Truncates smartly | | 🧠 Compliance Check Agent | Verifies Google Ads compliance | POST {{$env.RELEVANCE_AI_API_URL}}/agents/google_ads_compliance_checker/run | | ⚖️ IF Compliant | Routes APPROVED vs REJECTED | "contains 'APPROVED'" | | 💾 Format for CSV | Formats compliant ads for export | Maps ID, headline, desc, URLs | | 📊 Aggregate Batches | Combines all results | Merges datasets | | 🧱 Generate CSV File | Converts JSON → CSV | Escaped string-safe format | | 📑 Save to Google Sheets | Saves reviewed ads | Sheet: Generated Ads | | 📢 Slack Notification (Success) | Posts completion summary | Shows ad count, timestamp | | 🚨 Slack Alert (Non-Compliant) | Notifies team for review | Includes issues, category | 🔑 API Authentication Setup 🔹 Relevance AI Create “HTTP Header Auth” credential Header Name: Authorization Header Value: Bearer {{$env.RELEVANCE_AI_API_KEY}} 🔹 Google Sheets Credential type: “Google OAuth2 API” Scopes: https://www.googleapis.com/auth/spreadsheets https://www.googleapis.com/auth/drive.file 🔹 Slack Create Slack App → Add Bot Token Scopes → chat:write Paste token in n8n “Slack API” credential. 🔹 (Optional) Channable Header Auth: Bearer {{$env.CHANNABLE_API_TOKEN}} 🧩 Google Sheet Template Sheet name: Generated Ads Columns: | product_id | headline | description | final_url | display_url | generated_at | Optional: Add compliance_status or notes columns for QA. ⚙️ Testing Procedure Manual Trigger: Disable the schedule → click “Execute Workflow”. Batch Size: Start small (3 products). Expected Output: ✅ Ad copy generated ✅ Character limits validated ✅ Slack alerts for rejects ✅ Google Sheet filled Check logs in Executions for errors. Re-enable the cron trigger after successful validation. 🧾 Example Output | product_id | headline | description | final_url | display_url | generated_at | | ---------- | ------------------ | --------------------------------------------- | ------------------------------------------------ | ----------- | -------------------- | | 12243 | “Eco Bamboo Socks” | “Soft, breathable comfort for everyday wear.” | https://shop.com/socks | shop.com | 2025-10-22T00:00:00Z | 📬 Slack Alert Templates ✅ Success Notification ✅ Google Ads Generation Complete 📊 Summary: • Total Ads Generated: 50 • Saved to Google Sheets: Generated Ads • Timestamp: 2025-10-22T00:00:00Z ⚠️ Non-Compliant Alert ⚠️ Non-Compliant Ad Flagged Product: Bamboo Socks Issues: Contains “Free Shipping” Headline too long Timestamp: 2025-10-22T00:00:00Z 🧰 Maintenance & Monitoring | Frequency | Task | | --------- | -------------------------------- | | Daily | Check Slack alerts for rejects | | Weekly | Review ad performance metrics | | Monthly | Update Relevance AI prompts | | Quarterly | Refresh API tokens and variables | 📊 Success Metrics ✅ Compliance approval rate: >85% 🚫 Disapproval rate: <5% 📈 CTR improvement: +15–25% ⏱️ Time saved: 10–15 hours/week 🌐 Scalable: 1,000+ ads/day 🪜 Next Steps Deploy and monitor for 7 days. After 30 days → activate Workflow 2: Performance Optimization Loop. Extend to Shopping Feed Optimization. Add multi-language generation using Relevance AI. Integrate Google Ads API publishing (full automation). 🔗 Resources n8n Docs Relevance AI Docs Google Ads API Merchant API Channable Help 🎉 Conclusion You now have a production-ready, scalable AI-powered ad generation system integrating Channable, Google Ads, and Relevance AI — built entirely on n8n. This delivers: 💡 AI creativity at scale ✅ Google Ads policy compliance ⚙️ Hands-free daily automation 📊 Transparent reporting and collaboration > Start small → validate → scale to 10,000+ ads per day. > Within weeks, you’ll have a self-learning, always-on ad pipeline driving consistent performance.

💥 Scrape leads from businesses with Claude and Apify to Gmail outreach 📄 Documentation: Notion Guide Automatically scrape business leads with Claude Co-Work and Apify, send the data to n8n through a webhook, store it in Google Sheets, generate personalized outreach emails, and send them automatically with Gmail. This workflow combines lead scraping, lead qualification, data organization, AI copywriting, and cold outreach into one automated pipeline. Who is this for? This template is ideal for: Agencies offering SEO, automation, web design, or lead generation services Freelancers looking to automate prospecting Sales teams doing cold outreach Entrepreneurs searching for local business leads Anyone using AI to scale outbound email campaigns What problem is this workflow solving? / Use case Manual prospecting is slow and repetitive. Most businesses waste hours every week: Searching for leads manually Copying business data into spreadsheets Writing cold emails one by one Sending outreach emails manually This workflow solves that by automating the full process from lead discovery to email delivery. Example use case: Use Claude Co-Work with Apify to find restaurants in Paris Scrape lead data such as business name, address, website, phone number, email, and booking status Automatically send the collected leads to n8n through a webhook Save lead data in Google Sheets Generate a personalized outreach email for each valid lead Send the email automatically with Gmail What this workflow does Claude Co-Work uses Apify to scrape business leads and collect their data Claude Co-Work automatically triggers the n8n webhook with the scraped lead data n8n splits each business lead into separate items n8n appends lead data to Google Sheets n8n checks whether the lead has an email address n8n uses Claude to generate a personalized outreach email n8n extracts the email subject and body automatically n8n sends the email via Gmail Expected outcome: Automated lead scraping with Claude Co-Work and Apify Organized lead database in Google Sheets Personalized AI-generated outreach emails Automated email sending Faster prospecting with less manual work Setup Before using this template, create and connect the following accounts: Google Sheets account Gmail account Anthropic / Claude account required to run Claude Co-Work Apify account required for scraping lead data Then configure: 1. Claude Co-Work + Apify Set up Claude Co-Work so it can use Apify to scrape lead data before n8n starts. Claude Co-Work should collect fields such as: collection_date business_category region_state city_name street_address business_name business_description website_url phone_number customer_rating email_address contact_status 2. Webhook Configure Claude Co-Work to send the scraped data to the n8n Webhook node. The webhook receives the lead payload and starts the workflow automatically. 3. Google Sheets Replace: YOUR_ID_GOOLE_SHEETS YOUR_ID-sheet_GOOLE_SHEETS With your own Google Sheet ID and Sheet tab ID. 4. Claude Prompt Customize the outreach message inside the Outreach email copywriter node. How to customize this workflow to your needs Change target industry Replace restaurants with: Dentists Lawyers Real estate agencies Coaches Ecommerce stores Local businesses Change outreach offer Instead of SEO or booking systems, promote: Web design AI chatbots Lead generation Marketing automation CRM setup Ads management Notes Claude Co-Work and Apify handle the lead scraping step before n8n starts The webhook is triggered automatically after the lead data is collected Phone numbers are automatically cleaned before saving to Google Sheets Only leads with email addresses continue to outreach Gmail errors continue without stopping the workflow Built for users who want to automate scraping, prospecting, and outbound sales with AI. 🎥 Watch This Tutorial 👋 Need help or want to customize this? 📩 Contact: LinkedIn 📺 YouTube: @DRFIRASS 🚀 Workshops: n8n courses (in French) Need help customizing? Contact me for consulting and support : Linkedin / Youtube / 🚀 n8n courses (in French)

How it works This Lead Capture & Auto-Qualification workflow transforms raw leads into qualified prospects through intelligent automation. Here's the high-level flow: Lead Intake → Data Validation → Enrichment → Scoring → Smart Routing → CRM Integration & Notifications The system captures leads from any source, validates the data, enriches it with company intelligence, scores based on qualification criteria, and automatically routes high-value prospects to sales while nurturing lower-priority leads. Set up steps Time to set up: Approximately 30-45 minutes Prerequisites: Active accounts with HubSpot, Clearbit, Apollo, and Slack Step 1: Import Workflow (2 minutes) Copy the workflow JSON and import into your n8n instance The workflow will appear with all nodes and sticky note documentation Step 2: Configure Environment Variables (5 minutes) Set these in your n8n environment: APOLLO_API_URL SLACK_SALES_CHANNEL_ID SLACK_MARKETING_CHANNEL_ID CRM_ASSIGNMENT_URL Step 3: Set Up API Credentials (15 minutes) Create credential connections for: Clearbit API (enrichment) Apollo API (HTTP Header Auth) HubSpot API (CRM integration) Slack API (notifications) Step 4: Customize Scoring Logic (10 minutes) Review the qualification criteria in the Code node Adjust scoring weights based on your ideal customer profile Modify industry targeting and company size thresholds Step 5: Test & Activate (8 minutes) Send test webhook requests to validate the flow Verify CRM contact creation and Slack notifications Activate the workflow for live lead processing

📌 Overview This workflow automatically processes incoming Shopify/Gmail leads and pushes them into HubSpot as both Contacts and Deals. It helps sales and marketing teams capture leads instantly, enrich CRM data, and avoid missed opportunities. ⚡ How it works Trigger: Watches for new emails in Gmail. Extract Data: Parses email body (Name, Email, City, Phone, Message, Product URL/Title). Condition: Checks if sender is Shopify before processing. HubSpot: Creates/updates a Contact with customer details. Creates a Deal associated with that contact. 🎯 Benefits 📥 Automates lead capture → CRM 🚫 Eliminates manual copy-paste from Gmail 🔄 Real-time sync between Gmail and HubSpot 📈 Improves sales follow-up speed and accuracy 🛠 Setup Steps Import this workflow into your n8n instance. Connect your Gmail and HubSpot credentials. Replace the HubSpot Deal Stage ID with your own pipeline stage. (Optional) Adjust the Code Node regex if your email format differs. Activate the workflow and test with a sample lead email. 📝 Example Email Format Name: John Doe Email: john@example.com City: London Phone: +44 7000 000000 Body: Interested in product Product Url: https://example.com/product Product Title: Sample Product sticky_notes: name: Gmail Trigger note: > 📧 Watches for new emails in Gmail. Polls every minute and passes email data into the flow. name: Get a Message note: > 📩 Fetches the full Gmail message content (body + metadata) for parsing. name: Extract From Email note: > 🔍 Extracts the sender’s email address from Gmail to identify the source. name: If Sender is Shopify note: > ✅ Condition node that ensures only Shopify-originated emails/leads are processed. name: Code Node (Regex Parser) note: > 🧾 Parses the email body using regex to extract Name, Email, City, Phone, Message, Product URL, and Title. name: Edit Fields (Set Node) note: > 📝 Cleans and structures the extracted fields into proper JSON format before sending to HubSpot. name: HubSpot → Create/Update Contact note: > 👤 Creates or updates a HubSpot Contact with the extracted lead details. name: HubSpot → Create Deal note: > 💼 Creates a HubSpot Deal linked to the Contact, including campaign/product information.

How it works This workflow automatically analyzes website visitors in real-time, enriches their data with company intelligence, and provides lead scoring and sales alerts. Key Steps Webhook Trigger - Receives visitor data from your website tracking system. AI-Powered Company Intelligence - Uses ScrapeGraphAI to extract comprehensive company information from visitor domains. Visitor Enrichment - Combines visitor behavior data with company intelligence to create detailed visitor profiles. Lead Scoring - Automatically scores leads based on company size, industry, engagement, and intent signals. CRM Integration - Updates your CRM with enriched visitor data and lead scores. Sales Alerts - Sends real-time notifications to your sales team for high-priority leads. Set up steps Setup time: 10-15 minutes Configure ScrapeGraphAI credentials - Add your ScrapeGraphAI API key for company intelligence gathering. Set up HubSpot connection - Connect your HubSpot CRM to automatically update contact records. Configure Slack integration - Set up your Slack workspace and specify the sales alert channel. Customize lead scoring criteria - Adjust the scoring algorithm to match your target customer profile. Set up website tracking - Configure your website to send visitor data to the webhook endpoint. Test the workflow - Verify all integrations are working correctly with a test visitor. Key Features Real-time visitor analysis** with company intelligence enrichment Automated lead scoring** based on multiple factors (company size, industry, engagement) Intent signal detection** (pricing interest, demo requests, contact intent) Priority-based sales alerts** with recommended actions CRM integration** for seamless lead management Deal size estimation** based on company characteristics

Sales Pipeline Automation Dashboard with AI Lead Intelligence 🎯 Target Audience Sales managers and team leads Business development representatives Marketing teams managing lead generation CRM administrators and sales operations Account executives and sales representatives Sales enablement professionals Revenue operations (RevOps) teams 🚀 Problem Statement Manual lead qualification and sales pipeline management is inefficient and often leads to missed opportunities or poor lead prioritization. This template solves the challenge of automatically scoring, qualifying, and routing leads using AI-powered intelligence to maximize conversion rates and sales team productivity. 🔧 How it Works This workflow automatically processes new leads using AI-powered intelligence, scores and qualifies them based on multiple factors, and automates the entire sales pipeline from lead capture to deal creation. Key Components Dual Trigger System - Scheduled monitoring and webhook triggers for real-time lead processing AI-Powered Lead Intelligence - Advanced scoring algorithm based on 7 key factors Multi-Source Data Enrichment - LinkedIn and Crunchbase integration for comprehensive lead profiles Automated Sales Actions - Intelligent routing, task creation, and follow-up sequences Multi-Platform Integration - HubSpot CRM, Slack notifications, and Google Sheets dashboard 📊 Google Sheets Column Specifications The template creates the following columns in your Google Sheets: | Column | Data Type | Description | Example | |--------|-----------|-------------|---------| | timestamp | DateTime | When the lead was processed | "2024-01-15T10:30:00Z" | | lead_id | String | Unique lead identifier | "LEAD-2024-001234" | | first_name | String | Lead's first name | "John" | | last_name | String | Lead's last name | "Smith" | | email | String | Lead's email address | "john@company.com" | | company_name | String | Company name | "Acme Corp" | | job_title | String | Lead's job title | "Marketing Director" | | lead_score | Number | AI-calculated score (0-100) | 85 | | grade | String | Lead grade (A+, A, B+, B, C+) | "A+" | | category | String | Lead category | "Enterprise" | | priority | String | Priority level | "Critical" | | lead_source | String | How the lead was acquired | "Website Form" | | assigned_rep | String | Assigned sales representative | "Senior AE" | | company_size | String | Company employee count | "201-500 employees" | | industry | String | Company industry | "Technology" | | funding_stage | String | Company funding stage | "Series B" | | estimated_value | String | Estimated deal value | "$50K-100K" | 🛠️ Setup Instructions Estimated setup time: 25-30 minutes Prerequisites n8n instance with community nodes enabled ScrapeGraphAI API account and credentials HubSpot CRM account with API access Google Sheets account with API access Slack workspace for notifications (optional) Email service for welcome emails (optional) Step-by-Step Configuration 1. Install Community Nodes Install required community nodes npm install n8n-nodes-scrapegraphai npm install n8n-nodes-slack 2. Configure ScrapeGraphAI Credentials Navigate to Credentials in your n8n instance Add new ScrapeGraphAI API credentials Enter your API key from ScrapeGraphAI dashboard Test the connection to ensure it's working 3. Set up HubSpot CRM Integration Add HubSpot API credentials Grant necessary permissions for contacts, deals, and tasks Configure custom properties for lead scoring and qualification Test the connection to ensure it's working 4. Set up Google Sheets Connection Add Google Sheets OAuth2 credentials Grant necessary permissions for spreadsheet access Create a new spreadsheet for sales pipeline data Configure the sheet name (default: "Sales Pipeline") 5. Configure Lead Scoring Parameters Update the lead scoring weights in the Code node Customize ideal customer profile criteria Set automation trigger thresholds Adjust sales rep assignment logic 6. Set up Notification Channels Configure Slack webhook or API credentials Set up email service credentials for welcome emails Define notification preferences for different lead grades Test notification delivery 7. Configure Triggers Set up webhook endpoint for real-time lead capture Configure scheduled trigger for periodic monitoring Choose appropriate time zones for your business hours Test both trigger mechanisms 8. Test and Validate Run the workflow manually with sample lead data Check HubSpot for proper contact and deal creation Verify Google Sheets data formatting Test all notification channels 🔄 Workflow Customization Options Modify Lead Scoring Algorithm Adjust scoring weights for different factors Add new scoring criteria (geographic location, technology stack, etc.) Customize ideal customer profile parameters Implement industry-specific scoring models Extend Data Enrichment Add more data sources (ZoomInfo, Apollo, etc.) Include social media presence analysis Add technographic data collection Implement intent signal detection Customize Sales Automation Modify follow-up sequences for different lead categories Add more sophisticated sales rep assignment logic Implement territory-based routing Add automated meeting scheduling Output Customization Add data visualization and reporting features Implement sales pipeline analytics Create executive dashboards with key metrics Add conversion rate tracking and analysis 📈 Use Cases Lead Qualification**: Automatically score and qualify incoming leads Sales Pipeline Management**: Streamline the entire sales process Lead Routing**: Intelligently assign leads to appropriate sales reps Follow-up Automation**: Ensure consistent and timely follow-up Sales Intelligence**: Provide comprehensive lead insights Performance Tracking**: Monitor sales team and pipeline performance 🚨 Important Notes Respect LinkedIn and Crunchbase terms of service and rate limits Implement appropriate delays between requests to avoid rate limiting Regularly review and update your lead scoring parameters Monitor API usage to manage costs effectively Keep your credentials secure and rotate them regularly Ensure GDPR compliance for lead data processing 🔧 Troubleshooting Common Issues: ScrapeGraphAI connection errors: Verify API key and account status HubSpot API errors: Check API key and permissions Google Sheets permission errors: Check OAuth2 scope and permissions Lead scoring errors: Review the Code node's JavaScript logic Rate limiting: Adjust request frequency and implement delays Support Resources: ScrapeGraphAI documentation and API reference HubSpot API documentation and developer resources n8n community forums for workflow assistance Google Sheets API documentation for advanced configurations Sales automation best practices and guidelines

How It Works Automates financial aggregation, validation, and intelligent tax assessment. Integrates revenue, expenses, and invoices via scheduled connectors, merges data into unified records, and applies AI-driven analysis for anomaly detection and tax calculations. The system evaluates tax liability against configurable thresholds, intelligently routes filings to government portals or tax agents based on jurisdiction rules, and triggers automated email notifications for compliance deadlines and payment reminders. Designed for accountants, small business owners, and finance teams managing quarterly tax obligations while minimizing manual errors and compliance risks across multiple entities. Setup Steps Configure OpenAI, Gmail, and Google Sheets credentials Connect revenue and expense data sources Define tax thresholds and jurisdiction-specific rules in workflow nodes Map output fields to government or tax agent systems Create email templates for notifications Test the workflow with sample financial data before enabling Prerequisites OpenAI API key, Gmail account, Google Sheets, accounting software or data source connectivity Use Cases Quarterly tax filing automation, multi-client accountant workflows, enterprise compliance monitoring Customization Adjust tax thresholds by jurisdiction, integrate additional data sources Benefits Significant reduction in calculation errors, faster filing timelines, automated deadline alerts