Workflow Templates

Event Alumni Re-engager: HubSpot → Gemini → Personalized Outreach Who is this for? Event marketers and conference organizers who want to reactivate past attendees with AI-personalized emails at 3-5x ROI vs. cold leads. What problem is this workflow solving? Alumni gold is untapped: Past attendees convert 3-5x better Manual segmentation takes hours Generic emails get ignored This auto-segments + personalizes outreach from HubSpot data. What this workflow does CRM → AI Alumni Machine: Trigger**: Manual (or schedule 8-12 weeks pre-event) HubSpot Pull**: Past event_registration contacts Smart Filter**: Exclude current registrants 3-Tier Segments**: Champions (3+ events) / Returning (2) / One-timers (1) Gemini Personalization**: Unique copy per attendee Email Send**: Alumni-exclusive CTAs Slack Summary**: Campaign stats posted Main workflow required. This is a sub-workflow triggered by Event Registration with Auto-Enrichment Setup (7 minutes) HubSpot**: Header Auth (Bearer YOUR_API_KEY) Custom Property**: event_registration (comma-separated event IDs) Gemini**: Flash Lite API key Email**: SMTP + Slack OAuth2 Config**: Event details in Set Campaign Config Fully configurable—no code changes needed. How to customize to your needs Segments**: Add VIPs / Speakers / High-LTV CRM**: HubSpot → Salesforce → Sheets Copy**: Edit Gemini prompts for tone/industry Channels**: Add WhatsApp / LinkedIn Timing**: Cron for automated runs HubSpot Setup: event_registration property auto-created by companion template. ROI: 3-5x conversion** vs. cold leads 60% lower CAC** (alumni segment) 2h → 2min** campaign launch Need help customizing?: Contact me for consulting and support: LinkedIn / Message Keywords: event participant re-engagement, conference registration, HubSpot automation, personalized outreach, conference marketing

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!

AI-Powered Financial Document Processing with Google Gemini This comprehensive workflow automates the complete financial document processing pipeline using AI. Upload invoices via chat, drop expense receipts into a folder, or add bank statements - the system automatically extracts, categorizes, and organizes all your financial data into structured Google Sheets. What this workflow does Processes three types of financial documents automatically: Invoice Processing**: Upload PDF invoices through a chat interface and get structured data extraction with automatic file organization Expense Management**: Monitor a Google Drive folder for new receipts and automatically categorize expenses using AI Bank Statement Processing**: Extract and organize transaction data from bank statements with multi-transaction support Financial Analysis**: Query all your financial data using natural language with an AI agent Key Features Multi-AI Persona System**: Four specialized AI personas (Mark, Donna, Victor, Andrew) handle different financial functions Google Gemini Integration**: Advanced document understanding and data extraction from PDFs Smart Expense Categorization**: Automatic classification into 17 business expense categories using LLM Real-time Monitoring**: Continuous folder watching for new documents with automatic processing Natural Language Queries**: Ask questions about your financial data in plain English Automatic File Management**: Intelligent file naming and organization in Google Drive Comprehensive Error Handling**: Robust processing that continues even when individual documents fail How it works Invoice Processing Flow User uploads PDF invoice via chat interface File is saved to Google Drive "Invoices" folder Google Gemini extracts structured data (vendor, amounts, line items, dates) Data is parsed and saved to "Invoice Records" Google Sheet File is renamed as "{Vendor Name} - {Invoice Number}" Confirmation message sent to user Expense Processing Flow User drops receipt PDF into "Expense Receipts" Google Drive folder System detects new file within 1 minute Google Gemini extracts expense data (merchant, amount, payment method) OpenRouter LLM categorizes expense into appropriate business category All data saved to "Expenses Recording" Google Sheet Bank Statement Processing Flow User uploads bank statement to "Bank Statements" folder Google Gemini extracts multiple transactions from statement Custom JavaScript parser handles various bank formats Individual transactions saved to "Bank Transactions Record" Google Sheet Financial Analysis Enable the analysis trigger when needed Ask questions in natural language about your financial data AI agent accesses all three spreadsheets to provide insights Get reports, summaries, and trend analysis What you need to set up Required APIs and Credentials Google Drive API** - For file storage and monitoring Google Sheets API** - For data storage and retrieval Google Gemini API** - For document processing and data extraction OpenRouter API** - For expense categorization (supports multiple LLM providers) Google Drive Folder Structure Create these folders in your Google Drive: "Invoices" - Processed invoice storage "Expense Receipts" - Drop zone for expense receipts (monitored) "Bank Statements" - Drop zone for bank statements (monitored) Google Sheets Setup Create three spreadsheets with these column headers: Invoice Records Sheet: Vendor Name, Invoice Number, Invoice Date, Due Date, Total Amount, VAT Amount, Line Item Description, Quantity, Unit Price, Total Price Expenses Recording Sheet: Merchant Name, Transaction Date, Total Amount, Tax Amount, Payment Method, Line Item Description, Quantity, Unit Price, Total Price, Category Bank Transactions Record Sheet: Transaction ID, Date, Description/Payee, Debit (-), Credit (+), Currency, Running Balance, Notes/Category Use Cases Small Business Accounting**: Automate invoice and expense tracking for bookkeeping Freelancer Financial Management**: Organize client invoices and business expenses Corporate Expense Management**: Streamline employee expense report processing Financial Data Analysis**: Generate insights from historical financial data Bank Reconciliation**: Automate transaction recording and account reconciliation Tax Preparation**: Maintain organized records with proper categorization Technical Highlights Expense Categories**: 17 predefined business expense categories (Cost of Goods Sold, Marketing, Payroll, etc.) Multi-format Support**: Handles various PDF layouts and bank statement formats Scalable Processing**: Processes multiple documents simultaneously Error Recovery**: Continues processing even when individual documents fail Natural Language Interface**: No technical knowledge required for financial queries Real-time Processing**: Documents processed within minutes of upload Benefits Time Savings**: Eliminates manual data entry from financial documents Accuracy**: AI-powered extraction reduces human error Organization**: Automatic file naming and categorization Insights**: Query financial data using natural language Compliance**: Maintains organized records for accounting and audit purposes Scalability**: Handles growing document volumes without additional overhead This workflow transforms tedious financial document processing into an automated, intelligent system that grows with your business needs.

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.

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.

Stop managing onboarding as a checklist. Let automation handle the infrastructure so you can focus on the people. Manually provisioning a new hire's digital workspace is a recipe for human error and "Day 1" friction. This workflow orchestrates the entire Microsoft 365 onboarding stack in a single, parallel execution. It doesn't just run tasks; it verifies them, handles API failures gracefully, and reports a live status dashboard directly back to HR. How it works The workflow operates in four synchronized stages: Ingestion & Smart Parsing: The workflow triggers via Microsoft Agent 365 (Teams @mentions or Outlook emails). A JavaScript engine parses the unstructured HR request using flexible regex to extract the employee's name, role, department, and start date. True Parallel Execution: Once parsed, the data fans out into four independent branches: SharePoint: Creates a structured entry in the HR Onboarding master list. OneDrive: Provisions a personal root folder and automatically generates 5 templated sub-folders (Contracts, Equipment, Training, etc.). Teams: Creates a private onboarding channel for the employee's cohort. AI Communications: Leverages Claude 3.5 Sonnet to draft a warm, personalized welcome email based on the specific role and department, then sends it via Outlook. Fault-Tolerant Merging: The workflow uses a multi-stage Merge Cascade. Every node is configured with Continue on Fail logic. This means if one branch hits an API limit or error, it passes an error object forward rather than crashing the entire process. Verified Status Delivery: The final stage gathers all outputs, validates whether each task actually returned a success ID/URL, and generates a Microsoft Teams Adaptive Card. HR receives a clean summary with live links to provisioned assets and clear ❌ markers for any step that requires manual intervention. Key Benefits Zero-Hang Resilience:** Built with "Continue on Fail" logic. If SharePoint is down, the employee still gets their welcome email and OneDrive folder. Live Asset Verification:** The final report doesn't just "hope" things worked; it checks for live IDs and URLs from the Microsoft Graph API before showing a green checkmark. Parallel Performance:** Provisioning happens concurrently. The total wait time is only as long as the slowest single task (usually the AI generation). Global Error Handling:* Includes a dedicated *Error Trigger** flow that catches catastrophic system crashes and alerts IT with a full stack trace and the name of the failed node. Setup Credentials: Add credentials for Microsoft SharePoint, OneDrive, Teams, Outlook, and Anthropic (Claude). Environment Config: Open the Parse New Hire + Config node and replace the placeholder IDs with your specific SharePoint Site ID, List ID, and Teams Team ID. Entra ID Permissions: Ensure your registered Azure App has the necessary Graph API permissions (Sites.ReadWrite.All, Files.ReadWrite.All, Channel.Create, Mail.Send). Activate: Turn the workflow on and trigger it by @mentioning your Agent in Teams with new hire details. Who this is for IT Operations Teams** looking to standardize M365 provisioning without expensive third-party SaaS. HR Departments** that want immediate, transparent feedback on onboarding progress. Managed Service Providers (MSPs)** providing automated "Hiring-as-a-Service" for their clients. Required APIs & Credentials Microsoft 365 Stack:** SharePoint, OneDrive, Teams, Outlook. AI Provider:** Anthropic (Claude 3.5 Sonnet) or OpenAI (GPT-4o). How to customise it Add More Branches:** Easily add nodes for Jira, Slack, or HRIS updates by fanning out from the Parser and adding them to the Merge Cascade. Adjust Folder Templates:** Modify the Build SubFolder Paths code node to match your company's specific folder structure. Modify AI Tone:** Change the System Message in the AI node to match your company's unique brand voice. Custom Triggers:** Swap the Agent 365 trigger for a Webhook (to connect to Workday/HiBob) or a Typeform trigger.

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

Quick overview Turn every website form submission into a scored, routed lead. Claude scores fit and intent against your ideal-customer profile, HubSpot gets the contact, Slack gets a five-second brief on hot leads, and the prospect gets an acknowledgement at any hour. The model never picks the route. How it works Receives a new lead submission via a POST webhook. Normalizes the incoming fields (name, email, company, website, message, source) and checks that an email and message are present, otherwise posting a “needs a look” alert to Slack. Fetches the company website over HTTP and extracts a short, cleaned text sample from the HTML. Sends the lead details and website text to the Anthropic Messages API (Claude) and requests a structured JSON response with a 0–100 score, reasons, concerns, a summary, and a recommended next step. Parses Claude’s response, assigns the lead to hot/warm/cold (or “review” if parsing/refusal fails) using the configured thresholds, and timestamps the result. Routes by tier: hot leads trigger a detailed Slack alert, warm and hot leads receive a Gmail acknowledgement email, and all scored leads are upserted as contacts in HubSpot. Setup Configure the webhook URL in your lead form tool to POST JSON fields like name, email, company, website, message, and (optionally) source. Add an Anthropic API key as an HTTP Header Auth credential (x-api-key) and attach it to the Claude HTTP request. Connect your Slack credentials and set the target channel name in the workflow settings. Connect your HubSpot app token credentials for contact upserts. Connect your Gmail credentials for sending acknowledgement emails and update the company name, ICP text, thresholds, and reply-within promise in the Settings values. Requirements An Anthropic API key stored as a Header Auth credential named x-api-key, plus Slack, HubSpot (private app token) and Gmail credentials. Core nodes only, so it runs on n8n Cloud or self-hosted. Customization Swap HubSpot for Pipedrive, Salesforce or a Google Sheet (fields needed: name, email, company, websiteUrl, score, tier, summary). Change the thresholds and the ideal-customer paragraph in the Settings node. The scoring call is a plain HTTP Request, so another model provider drops in; keep JSON output or the tier code sends everything to review. Nothing AI-written reaches the prospect; add a review step before the send if you want personalised replies. Additional info Built by Amplence. The costs, the decision boundary and the reasoning behind each node are explained in the companion article: https://amplence.com/blog/n8n-lead-qualification-workflow Want it wired into your own CRM? We build and maintain n8n workflows: https://amplence.com/services/n8n-automation-services All our free templates as JSON on GitHub: https://github.com/muneeb-ashraf/n8n-workflow-templates

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

💥 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