Workflow Templates

Transform your Gmail inbox from chaos to clarity with this revolutionary email organization system that uses Google Sheets as your command center for automated email management. This powerful n8n workflow automatically processes, categorizes, and organizes your Gmail inbox using customizable rules stored in Google Sheets. Say goodbye to manual email sorting and hello to a perfectly organized inbox that adapts to your needs through simple spreadsheet management. Key Innovation: Unlike traditional email filters that require complex Gmail setup, this system uses Google Sheets for intuitive rule management, allowing anyone to update email organization rules through a simple spreadsheet interface - no technical knowledge required! What Makes This Different: Google Sheets Integration** - Manage email rules through an easy-to-use spreadsheet interface Smart Pattern Matching** - Automatically detects sender patterns and applies appropriate actions Flexible Rule System** - Support for DELETE, PROMO, and LABEL actions with custom label names Intelligent Email Parsing** - Extracts clean email addresses from various sender formats Automatic Inbox Management** - Removes processed emails from inbox and marks as read Real-time Notifications** - Slack integration for monitoring and completion alerts Key Benefits of Sheet-Based Organization: Easy Rule Management** - Update email rules without touching the workflow code Visual Rule Interface** - See all your email organization rules in one place Scalable Organization** - Add unlimited rules without workflow modifications Team Collaboration** - Share and manage rules with team members through Google Sheets Flexible Actions** - Choose between deleting, promoting, or labeling emails Custom Label Support** - Create and apply custom Gmail labels automatically Who's it for This template is designed for busy professionals, entrepreneurs, small business owners, and anyone overwhelmed by email management. It's perfect for individuals and teams who receive high volumes of emails and need an intelligent, automated system to organize their Gmail inbox without manual intervention. Ideal for users who want to maintain a clean, organized inbox while ensuring important emails are properly categorized and promotional emails are handled appropriately. How it works / What it does This workflow creates an intelligent email organization system that automatically processes and categorizes your Gmail inbox using customizable rules stored in Google Sheets. The system: Triggers automatically on a schedule (configurable interval) to check for new emails Retrieves all unread emails from your Gmail inbox Parses sender email addresses to extract clean email addresses from various formats Loads organization rules from a Google Sheets document with customizable patterns Applies intelligent pattern matching to categorize emails based on sender patterns Executes appropriate actions (DELETE, PROMO, or LABEL) based on matched rules Manages Gmail labels automatically, creating new labels if needed Removes processed emails from inbox and marks them as read Sends completion notifications via Slack for monitoring Key Innovation: Sheet-Based Rule Management - Unlike traditional email filters that require complex setup in Gmail, this system uses Google Sheets for easy rule management, allowing non-technical users to update email organization rules through a simple spreadsheet interface. How to set up 1. Configure Gmail API Credentials Set up Gmail OAuth2 API credentials in n8n Ensure the account has permissions to read, modify, and manage Gmail messages Grant access to Gmail labels and message operations 2. Set up Google Sheets Integration Create a Google Sheets document for email organization rules Set up Google Sheets OAuth2 API credentials in n8n Configure the sheet with the required columns: Pattern, Action, LabelName, RemoveFromInbox 3. Configure Email Organization Rules Add your email organization rules to the Google Sheets document Use the Pattern column to specify sender patterns (e.g., "@company.com", "newsletter@") Set Action to DELETE, PROMO, or LABEL based on desired behavior Specify LabelName for custom labels when Action is LABEL Set RemoveFromInbox to TRUE/FALSE to control inbox removal 4. Set up Slack Notifications (Optional) Configure Slack API credentials for the notification channel Update the channel ID where completion notifications will be sent Customize notification messages as needed 5. Configure Schedule Adjust the Schedule Trigger node for your preferred interval Consider running every few minutes for real-time organization Test with manual execution first to verify setup 6. Test the Integration Run a manual execution to verify all components work correctly Check your Gmail inbox and labels to see organized emails Verify Slack notifications are received (if configured) Requirements n8n instance** (self-hosted or cloud) with API access Gmail account** with API access and sufficient email volume Google Sheets account** for rule management Slack workspace** for notifications (optional but recommended) Gmail labels** that need to be created and managed automatically How to customize the workflow Modify Email Processing Frequency Adjust the Schedule Trigger node for different intervals (every few minutes, hourly, daily) Add multiple schedule triggers for different email types Implement conditional scheduling based on email volume Enhance Rule Management Add more complex pattern matching (regex support, multiple conditions) Implement rule priorities and conflict resolution Add rule validation and error handling Expand Notification System Add email notifications for organization events Integrate with monitoring systems (PagerDuty, OpsGenie) Add detailed reporting on email organization statistics Advanced Email Processing Add support for email content analysis and categorization Implement sentiment analysis for email prioritization Add support for attachment handling and organization Security and Privacy Enhancements Implement email content encryption for sensitive information Add audit logging for email organization actions Set up access controls for rule management Performance Optimizations Add batch processing for high-volume email accounts Implement intelligent caching for frequently accessed rules Add email processing metrics and performance monitoring Key Features Google Sheets Integration** - Manage email rules through an intuitive spreadsheet interface Smart Pattern Matching** - Automatically detects sender patterns and applies appropriate actions Flexible Action System** - Support for DELETE, PROMO, and LABEL actions with custom configurations Intelligent Email Parsing** - Extracts clean email addresses from various sender formats Automatic Gmail Management** - Creates labels, removes from inbox, and marks as read automatically Real-time Notifications** - Slack integration for monitoring and completion alerts Scalable Rule System** - Add unlimited rules without workflow modifications Error Handling** - Graceful failure handling with detailed error reporting Technical Architecture Highlights Google Sheets Integration Dynamic Rule Loading** - Rules are loaded from Google Sheets on each execution Real-time Rule Updates** - Changes to the sheet are immediately reflected in email processing Flexible Rule Format** - Support for Pattern, Action, LabelName, and RemoveFromInbox columns Error Handling** - Graceful handling of missing or invalid rule configurations Email Processing Optimization Intelligent Email Parsing** - Extracts clean email addresses from various sender formats Pattern Matching** - Efficient substring matching for sender identification Batch Processing** - Processes multiple emails in a single execution cycle Gmail API Integration** - Direct integration with Gmail for label management and inbox operations Workflow Efficiency Parallel Data Loading** - Gmail messages and labels are loaded simultaneously Smart Rule Application** - Efficient pattern matching and action execution Automatic Label Management** - Creates and manages Gmail labels automatically Streamlined Notifications** - Single completion notification per execution cycle Use Cases Busy professionals** with high email volumes needing automated organization Small business owners** managing multiple email streams and client communications Entrepreneurs** handling various business emails requiring different priority levels Teams** needing consistent email organization across multiple team members Customer service** departments requiring automated email categorization Sales teams** needing lead and prospect email organization Business Value Time Savings** - Eliminates manual email sorting and organization tasks Improved Productivity** - Focus on important emails without inbox clutter Consistent Organization** - Automated email categorization ensures nothing is missed Reduced Stress** - Clean, organized inbox reduces email overwhelm Team Efficiency** - Standardized email organization across team members Scalable Solution** - Handles increasing email volume without performance degradation Google Sheets Rule Configuration Required Columns: Pattern** - Substring to match in sender email (e.g., "@company.com", "newsletter@") Action** - Action to take: DELETE, PROMO, or LABEL LabelName** - Custom label name (only required when Action = LABEL) RemoveFromInbox** - TRUE/FALSE to control inbox removal (optional) Example Rules: Pattern: @newsletter.com Action: PROMO LabelName: RemoveFromInbox: TRUE Pattern: @client.com Action: LABEL LabelName: Clients RemoveFromInbox: FALSE Pattern: spam@ Action: DELETE LabelName: RemoveFromInbox: TRUE This template revolutionizes email management by providing an intuitive, spreadsheet-based approach to email organization that grows with your needs while maintaining the highest levels of automation and reliability.

Stay Updated on Website Changes Automatically Manually checking websites for updates or competitor changes can be tedious. This workflow automates the process by scraping target pages, capturing screenshots, and analyzing content changes using Firecrawl and GPT-5-mini. All updates are saved in Notion, and you can optionally receive email alerts — keeping you informed without lifting a finger. Key Features Automated Website Monitoring** Tracks changes on multiple target URLs on a daily schedule. Visual & Text-Based Updates** Captures screenshots and generates concise text summaries for each change. Notion Integration** Stores snapshots, comparisons, and summaries directly in Notion for easy reference. GPT-Powered Comparison** Highlights meaningful changes between snapshots using GPT-5-mini. Change Criteria Input** Define what type of updates matter to you — focus on specific content changes or ignore minor differences. Email Alerts via Gmail** Sends notifications when updates occur, so you never miss important changes. Reusable Notion Page Template** Includes a structured template for consistent tracking and reporting: View Template Email Updates: Notion Page Template: Notion Update Example: Setup Instructions 1. Add Target URLs Paste one or more websites you want to monitor. The workflow accepts multiple URLs in JSON format for scalable tracking. 2. Setup Firecrawl Credential Use Firecrawl to scrape website data without dealing with complex API setups. Steps: Go to firecrawl.dev/app and sign up. Copy your API Key from the dashboard. In n8n, open the Firecrawl node, add a new credential, and paste the key. Test the node to ensure the connection works. 3. Setup OpenAI API Key The workflow uses GPT-5-mini to analyze and summarize website changes. Steps: Sign up at OpenAI if you haven’t already. Generate a new API Key in your OpenAI dashboard. In n8n, open the GPT node, add a new credential, and paste the API key. Test the node to ensure it can successfully call the API. 4. Setup Gmail for Email Alerts In n8n, open the Gmail node. Click Add New Credentials and select OAuth2. Follow the Google OAuth setup to allow n8n to send emails on your behalf. Choose the recipient and customize the alert formatting to include snapshots and summaries. 5. Configure the Workflow Import the workflow into n8n. Add your target URLs in JSON format. Paste your Firecrawl API Key into the Firecrawl node. Add your OpenAI API key to the GPT node. Authenticate Gmail if email notifications are desired. Set your preferred change criteria to filter meaningful updates. Adjust the schedule for daily execution or your preferred frequency. How It Works Schedule Trigger: Runs daily or on-demand. Fetch Pages: Scrapes target websites using Firecrawl. Capture & Compare: Screenshots and text are stored and compared using GPT-5-mini. Apply Change Criteria: Only updates that meet your defined criteria are logged. Save Updates: Changes are stored in Notion with visual and text summaries. Optional Alerts: Sends Gmail notifications with updates. Example Use Cases Monitor competitor websites for product, pricing, or design changes. Track updates on blogs, documentation, or landing pages. Automatically log changes for research, reporting, or team awareness. Get notified instantly when key pages are updated. Requirements | Tool | Purpose | |------|----------| | Firecrawl API Key | Scrape website content | | OpenAI API Key | Generate summaries and compare changes with GPT-5-mini | | n8n | Run and schedule the automation | | Notion | Store snapshots, summaries, and comparisons | | Gmail (OAuth2) | Send alert emails | Have questions about this template? Feel free to reach out. Our DMs are always open! Email: hello@scoutnow.app X (Twitter): @ScoutNowApp

Description Automate daily KPI tracking and reporting by integrating ClickUp tasks and Google Sheets lead data into a unified dashboard. This workflow computes performance metrics, analyzes sentiment, and delivers visualized reports to Slack and Gmail for instant team insights. 📊💬📧 What This Template Does Triggers automatically every day using a cron scheduler. ⏰ Fetches project task data from ClickUp, including status, priority, and assignee metrics. Retrieves lead generation data and responses from Google Sheets. Merges both data sources to create a unified performance dataset. Computes detailed KPI metrics (task completion, overdue %, sentiment analysis, response trends). Formats data for reporting and visualization. Posts a concise KPI summary snapshot to a designated Slack channel. Sends a professionally formatted HTML report via Gmail. Notifies your Slack channel instantly in case of any workflow errors. Key Benefits ✅ Eliminates manual KPI tracking and reporting. ✅ Combines ClickUp and Google Sheets data into one view. ✅ Provides real-time insights for decision-making. ✅ Automates daily updates for consistent visibility. ✅ Delivers both quick Slack summaries and detailed email reports. ✅ Built-in error alerting ensures uninterrupted automation. Features Scheduled daily cron trigger for automated execution. OAuth2-secured integrations with ClickUp, Google Sheets, Slack, and Gmail. Parallel data fetching for faster performance. Smart KPI calculations with sentiment and trend analysis. Custom HTML email template with visual charts and highlights. Slack snapshot notifications for instant updates. Error-handling mechanism with Slack alerts. Requirements ClickUp account with OAuth2 credentials. Google Sheets access with OAuth2 credentials. Slack API credentials with chat:write permission. Gmail OAuth2 credentials for report delivery. Target Audience Project managers tracking performance KPIs. Operations teams needing daily performance visibility. Marketing and sales teams monitoring task and lead metrics. Automation and analytics engineers building executive dashboards. Step-by-Step Setup Instructions Connect your ClickUp, Google Sheets, Slack, and Gmail accounts. 🔑 Replace placeholder IDs (Sheet ID, Channel ID, Email) with your actual values. Adjust the cron trigger time as per your timezone. Test with sample data to confirm correct KPI calculations. Enable workflow to start daily automated execution. 🚀

Transform invoice creation from 30 minutes to 30 seconds - automatically generate professional PDF invoices with tax calculations, payment tracking, and instant delivery via email while archiving to Google Drive and notifying your team based on payment status. What This Workflow Does Revolutionizes invoice management with automated generation, intelligent payment tracking, and multi-channel delivery: Webhook-Triggered Generation** - Instantly creates invoices from payment gateways, CRM updates, or manual triggers Smart Data Validation** - Verifies required fields, validates email formats, and prevents incomplete invoices Automatic Invoice Numbering** - Generates unique sequential invoice numbers with year-month-random format (INV-202411-5847) Dynamic Tax Calculations** - Automatically computes taxes at configurable rates (GST, VAT, Sales Tax) with support for multiple tax jurisdictions Multi-Currency Support** - Handles USD, EUR, INR, GBP with proper currency symbols and formatting Due Date Management** - Auto-calculates payment due dates based on configurable terms (net-30, net-60, or custom) Payment Status Tracking** - Routes workflows differently for paid, unpaid, or partially paid invoices Professional HTML Design** - Creates beautifully branded invoices with modern typography and responsive layouts PDF Conversion** - Transforms HTML into print-ready, professional-quality PDF documents Automated Email Delivery** - Sends branded emails to customers with PDF attachments and payment instructions Google Drive Archival** - Automatically saves invoices to organized folders with searchable filenames Smart Team Notifications** - Different Slack alerts for paid vs unpaid invoices with embedded payment details Bank Details Integration** - Includes account numbers, routing numbers, SWIFT codes for easy payment Payment Link Support** - Embeds online payment links (Stripe, PayPal, Razorpay) for one-click payment Discount Handling** - Applies promotional or volume discounts with automatic recalculation Custom Notes & Terms** - Includes personalized thank-you messages and payment terms on every invoice Key Features Comprehensive Data Validation**: Prevents invoice errors by checking customer information, line item details, payment status validity, and email format before generation Intelligent Line Item Calculations**: Automatically multiplies quantity by rate for each item, sums subtotals, applies discounts, calculates taxes, and computes final totals Payment Status Color Coding**: Visual indicators show PAID (green), UNPAID (red), or PARTIALLY PAID (orange) status badges on invoices for instant recognition Flexible Tax Configuration**: Default 18% tax rate with easy customization for GST, VAT, or sales tax across different regions and tax jurisdictions Automatic Date Management**: Sets invoice date to today and calculates due dates based on configurable payment terms (default 30 days) Customer Information Cards**: Organized presentation of billing information including company name, address, contact details in professional card layout Itemized Pricing Tables**: Clean, professional tables showing description, quantity, rate, and amount for each line item with alternating row colors Payment Information Section**: Highlighted section with bank details, tax IDs, GST numbers, and online payment links for easy customer reference Conditional Workflow Routing**: Different automation paths for paid invoices (celebration notifications) vs unpaid invoices (payment reminders and follow-ups) Professional Email Templates**: Pre-written customer emails with invoice summary, payment instructions, and company contact information Searchable File Names**: Generates descriptive PDF names like "Invoice_INV-202411-5847_John_Doe.pdf" for easy retrieval and organization Print-Optimized PDFs**: A4 format with proper margins and preserved colors for professional printing and digital viewing Perfect For Freelancers & Consultants** - Bill clients immediately after project milestones, consultations, or deliverables completion SaaS Companies** - Generate monthly or annual subscription invoices automatically when billing cycles complete E-commerce Stores** - Create invoices for B2B orders, wholesale purchases, or custom enterprise deals Service Providers** - Bill hourly work weekly or bi-weekly with itemized time tracking and rate calculations Marketing Agencies** - Invoice retainer clients on the 1st of each month with recurring service breakdowns Accounting Firms** - Issue invoices for tax preparation, bookkeeping, and financial consulting services Web Development Agencies** - Bill clients for development sprints, hosting fees, and maintenance contracts Coaching & Training Businesses** - Invoice for coaching sessions, workshop fees, and training programs Healthcare Practices** - Generate patient invoices for services rendered with insurance and payment tracking Legal Firms** - Bill clients for legal consultations, document preparation, and case management Creative Studios** - Invoice for design work, photography sessions, video production, and creative services Construction Contractors** - Bill for completed project phases with material and labor itemization IT Support Companies** - Generate invoices for managed services, support tickets, and equipment sales Event Management** - Invoice clients for event planning, coordination, and vendor management fees What You Will Need Required Integrations HTML to PDF API - PDF conversion service (API key required) - supports HTML/CSS to PDF API, PDFShift, or similar providers (approximately 1-5 cents per invoice) Gmail or SMTP - Email delivery service for sending invoices to customers (OAuth2 or SMTP credentials) Google Drive - Cloud storage for invoice archival and sharing (OAuth2 credentials required) Optional Integrations Slack Webhook** - Team notifications for paid and unpaid invoices (free incoming webhook) Payment Gateway Integration** - Stripe, PayPal, Razorpay webhooks for automatic invoice generation on payment received Accounting Software** - QuickBooks, Xero, FreshBooks integration for automatic invoice sync and bookkeeping CRM Integration** - HubSpot, Pipedrive, Zoho CRM for customer data enrichment and invoice tracking Calendar Integration** - Schedule payment reminders and follow-ups for overdue invoices SMS Notifications** - Twilio integration for payment due date reminders via text message Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure PDF Service - Add HTML to PDF API credentials in the "HTML to PDF" node Setup Gmail - Connect Gmail OAuth2 credentials in "Send a message" node and update sender email address Connect Google Drive - Add Google Drive OAuth2 credentials and set your preferred folder ID for invoice storage Customize Company Info - Edit "Enrich with Company Data" node to add your company name, address, email, phone, website, logo URL, bank details, and tax registration numbers Update Email Template - Modify email message in Gmail node with your company branding and messaging Configure Slack - (Optional) Add your Slack incoming webhook URLs in both "Notify Team" nodes Test Webhook - Use the production or test webhook URL to submit sample invoice data Verify Output - Check that PDF generates correctly, email sends successfully, and file saves to Google Drive Integrate Payment Gateway - Connect Stripe, PayPal, or other payment webhooks to trigger invoice generation automatically Customization Options Multiple Tax Rates** - Configure different tax rates for different products, services, or customer locations Early Payment Discounts** - Add automatic discount calculation for payments received before due date Late Payment Fees** - Calculate and add penalty fees for overdue invoices Recurring Invoice Automation** - Schedule monthly or annual invoice generation for subscription customers Multi-Language Support** - Translate invoice templates for international clients (Spanish, French, German, Hindi, Chinese) Custom Branding Themes** - Create different invoice designs for different business units or service lines Partial Payment Tracking** - Track multiple partial payments against single invoice with running balance Credit Note Generation** - Create credit notes for refunds or overpayments Purchase Order Matching** - Link invoices to customer PO numbers for enterprise clients Client Portal Integration** - Generate unique links for clients to view and pay invoices online Automated Payment Reminders** - Send reminder emails 7 days before due date, on due date, and for overdue invoices Batch Invoice Generation** - Create multiple invoices simultaneously for monthly billing cycles Invoice Templates by Service Type** - Different layouts for product sales, consulting services, retainer agreements Payment Plan Support** - Split large invoices into installment payments with separate due dates Multi-Signature Authorization** - Add approval workflow for invoices above certain threshold Expected Results 95% time savings** - Reduce invoice creation from 30 minutes to 30 seconds per invoice 100% accuracy** - Eliminate calculation errors and missing information through validation Zero filing time** - Automatic Google Drive organization with searchable filenames 50% faster payment collection** - Professional invoices with payment links increase on-time payments Instant team alignment** - Real-time Slack notifications keep accounting and sales synchronized Better cash flow** - Faster invoice delivery means faster payment receipt Reduced administrative costs** - Save 20+ hours monthly on invoice preparation and filing Professional brand image** - Consistent, beautifully designed invoices elevate business credibility Improved customer experience** - Customers receive clear, detailed invoices with easy payment options Scalable process** - Handle 10x invoice volume without hiring additional staff Use Cases Freelance Designer Example Designer completes client project on Friday afternoon. Manually creating invoice in Word takes 25 minutes including calculation checks, formatting fixes, and finding bank details. Client expects invoice same day to process Monday payment. Solution: Designer clicks "Invoice Now" button in project management tool which triggers webhook. Workflow validates project details, generates branded invoice with itemized design services, converts to PDF, emails to client, and saves to Drive. Designer receives Slack notification confirming invoice sent. Result: Invoice delivered in 45 seconds instead of 25 minutes. Client receives professional invoice within 2 minutes of project completion. Designer saves 24 minutes and impresses client with speed. Payment received Monday morning. Over 50 projects annually, saves 20+ hours and increases cash flow by receiving payments 2-3 days faster. Annual impact: $3,500 in saved time plus faster payment collection. SaaS Startup Example SaaS company with 250 subscription customers needs monthly invoices. Finance manager manually creates invoices in spreadsheet, exports to PDF, and emails individually. Process takes 2 full days monthly causing invoice delivery delays. Solution: Connects workflow to Stripe subscription billing. When subscription renews, Stripe webhook triggers invoice generation. Customer name, email, subscription tier, and amount flow automatically. Invoice generates with payment link back to Stripe customer portal. Result: All 250 invoices delivered automatically on billing date. Zero manual work required. Customers receive invoices instantly with one-click payment links. Subscription payment collection improves from 85% to 96% in first week. Finance manager reallocates 2 days monthly to strategic analysis. Annual impact: saves 192 hours ($9,600 value) plus $18,000 additional revenue from improved collection rates. Marketing Agency Example Agency invoices 35 retainer clients on 1st of month. Account managers manually compile billable hours, adjust for change orders, calculate totals, and send invoices. Inconsistent formatting causes client confusion and payment delays. Solution: Time tracking system triggers webhook on last day of month with billable hours per client. Workflow generates consistent invoices with itemized service breakdown (social media hours, content creation, ad spend, strategy consulting). Each client receives branded invoice with their specific services. Result: All 35 invoices generated and delivered by 8 AM on 1st of month. 100% brand consistency across all invoices. Client questions reduce by 70% due to clear itemization. Payment speed increases - average collection time drops from 38 days to 24 days. Annual impact: saves 30 hours monthly ($18,000 annually) plus $85,000 improved cash flow from faster collections. Web Development Studio Example Studio completes 12-15 client projects monthly. Invoicing delayed until projects 100% complete causes cash flow gaps. Manually creating milestone invoices for larger projects creates accounting burden. Solution: Project management system triggers invoice on milestone completion (50% deposit, 75% progress payment, final 25%). Workflow automatically generates invoice for milestone amount with reference to project scope and completion percentage. Result: Cash flow improves dramatically with milestone billing. Studio receives payments throughout project instead of only at end. Clients appreciate transparency of milestone invoicing. Payment disputes reduce by 85% since expectations clear. Annual impact: improved cash flow worth $145,000 in working capital plus 40 hours monthly saved (20,000 dollar annual value). Healthcare Clinic Example Medical practice sends 200+ patient invoices monthly for services not covered by insurance. Billing staff manually creates invoices in practice management system, exports to PDF, and mails or emails. Process error-prone and time-consuming. Solution: Integrates workflow with electronic health records (EHR). When service marked as patient-pay, webhook triggers invoice generation with CPT codes, service descriptions, and amounts. Invoice includes payment plan options and online payment link. Result: Invoices sent same day as service instead of 5-7 days later. Patients receive clear, itemized invoices with multiple payment options. Online payment adoption increases from 15% to 62%. Collection rate improves from 73% to 89%. Billing staff reallocates time to insurance follow-up and patient support. Annual impact: saves 25 hours monthly ($15,000 annually) plus $78,000 additional collections. Pro Tips Trigger from Payment Gateways** - Connect Stripe, PayPal webhooks to auto-generate invoices when payments received Use Descriptive Line Items** - Detailed descriptions reduce customer questions and payment delays Include Payment Links** - Online payment links increase payment speed by 40-60% Customize Tax Rates by Location** - Configure different tax rates for different customer jurisdictions Set Payment Terms by Customer** - VIP clients get net-45, standard clients net-30, new clients payment due on receipt Add Company Logo** - Branded invoices with logos increase trust and reduce payment friction Schedule Batch Generation** - Run workflow on 1st of month at midnight for all recurring clients Create Invoice Templates** - Different templates for products vs services vs subscription billing Enable Read Receipts** - Track when customers open invoice emails to time follow-ups Automate Payment Reminders** - Send automated reminder 7 days before due date and on due date Archive by Client** - Create separate Google Drive folders per client for easy retrieval Include Project References** - Link invoices to project names, PO numbers, contracts for customer clarity Add Payment Instructions** - Crystal clear instructions reduce "how do I pay?" emails Use Professional Email Copy** - Friendly but professional email tone encourages prompt payment Track Unpaid Invoices** - Use conditional workflow to escalate overdue invoices to collections process Business Impact Metrics Track these key metrics to measure workflow success: Invoice Generation Time** - Measure average seconds from trigger to sent (target: under 60 seconds) Invoice Volume Capacity** - Count monthly invoices generated through automation (expect 5-10x increase in capacity) Calculation Error Rate** - Track invoices with math or tax errors (target: 0%) Time to Delivery** - Monitor minutes from invoice creation to customer inbox (target: under 5 minutes) Team Hours Saved** - Calculate monthly hours reclaimed from invoice automation (typical: 15-40 hours for small teams) Payment Collection Speed** - Compare days to payment before and after automation (expect 20-35% reduction) Payment Collection Rate** - Track percentage of invoices paid within terms (expect 10-15% improvement) Customer Payment Inquiries** - Monitor support tickets about invoice questions (expect 40-60% reduction) Late Payment Rate** - Track invoices paid after due date (expect 25-40% improvement) Cash Flow Impact** - Measure working capital improvement from faster invoicing and collection (typical: 15-25% improvement) Template Compatibility Compatible with n8n version 1.0 and above Works with n8n Cloud and Self-Hosted instances Requires HTML to PDF API service subscription (1-5 cents per invoice) No coding required for basic setup Fully customizable for industry-specific requirements Mobile-friendly PDF output Multi-currency and multi-language ready Supports batch processing and individual triggers Ready to eliminate invoice headaches? Import this template and start sending professional, accurate invoices in seconds instead of minutes - improving your cash flow, delighting customers, and freeing your team to focus on growing the business!

Who's it for Social media managers, content creators, brand managers, and marketing teams who need to track keyword performance and trending content across TikTok, Instagram, and Reddit for competitive analysis and content inspiration. What it does This workflow automatically monitors trending content across three major social media platforms using specified keywords. It scrapes posts from TikTok, Instagram, and Reddit, calculates engagement scores using platform-specific metrics, ranks content by performance, and generates a comprehensive HTML email report with the top-performing posts across all platforms. How it works The workflow follows a sequential multi-platform scraping process: Reddit Scraping: Searches for keyword-based posts and comments with engagement metrics Instagram Monitoring: Analyzes hashtag-based content with likes and comments data TikTok Analysis: Tracks hashtag performance including views, likes, shares, and comments Score Calculation: Applies platform-specific scoring algorithms based on engagement metrics Unified Ranking: Combines and ranks all content across platforms by engagement score Report Generation: Creates a detailed HTML email report with top performers and analytics Requirements Apify account with API access Gmail account for report delivery Platform-specific scrapers: Reddit Scraper Lite, Instagram Scraper, TikTok Scraper How to set up Step 1: Configure Apify credentials Set up Apify HTTP header authentication in n8n Ensure access to the required scrapers: Reddit: trudax~reddit-scraper-lite Instagram: apify~instagram-scraper TikTok: clockworks~tiktok-scraper Step 2: Customize search parameters Reddit configuration: Search terms: Modify "searches" array with your keywords Content type: Posts and comments (searchComments can be enabled) Sort method: "top" (alternatives: hot, new, relevance) Time period: "month" (alternatives: hour, day, week, year, all) Result limits: maxItems: 50, maxPostCount: 25 Instagram configuration: Hashtag URLs: Update directUrls with target hashtags Results type: "posts" (alternatives: stories, reels) Time filter: "onlyPostsNewerThan": "7 days" Result limit: resultsLimit: 15 TikTok configuration: Hashtags: Update hashtags array with target keywords Results per page: resultsPerPage: 20 Time filter: "oldestPostDateUnified": "7 days" Step 3: Set up email reporting Configure Gmail OAuth2 credentials Update recipient email address in "Send a message" node Customize email subject and styling as needed Step 4: Adjust scoring algorithms Current scoring formulas: Reddit: (upvotes × 1) + (comments × 2) Instagram: (likes × 1) + (comments × 2) TikTok: (likes × 1) + (comments × 2) + (shares × 3) + (views ÷ 1000) Modify the code nodes to adjust scoring based on your priorities. How to customize the workflow Keyword and hashtag targeting Multiple keywords: Add arrays of search terms for broader monitoring Brand-specific terms: Include brand names, product names, competitor analysis Seasonal tracking: Adjust keywords based on campaigns or seasonal trends Negative filtering: Exclude irrelevant content with filtering logic Platform-specific customization Reddit enhancements: Subreddit targeting: Focus on specific communities Comment analysis: Enable comment scraping for deeper insights User profiling: Track specific user activity and influence Instagram modifications: Story monitoring: Track story mentions and hashtag usage Influencer tracking: Monitor specific account performance Location-based: Add geo-targeted hashtag monitoring TikTok optimizations: Trend detection: Identify viral sounds and effects Creator analysis: Track trending creators in your niche Challenge monitoring: Follow hashtag challenge performance Scoring and ranking customization Weighted metrics: Adjust multipliers based on platform importance Recency factors: Give bonus points to newer content Quality filters: Exclude low-engagement or spam content Sentiment analysis: Integrate sentiment scoring for brand monitoring Reporting enhancements Multiple recipients: Send reports to different team members Scheduled execution: Add scheduling triggers for automated monitoring Data export: Save results to spreadsheets or databases Alert thresholds: Set up notifications for high-performing content Engagement scoring methodology Platform-specific algorithms Reddit scoring logic: Emphasizes community engagement through upvotes and discussion Comments weighted higher (×2) as they indicate deeper engagement Filters out low-quality posts and spam content Instagram scoring approach: Balances visual appeal (likes) with engagement depth (comments) Focuses on recent content to capture trending moments Excludes carousel sub-items to avoid duplicate counting TikTok scoring system: Multi-factor algorithm considering all engagement types Views normalized (÷1000) to balance with other metrics Shares heavily weighted (×3) as they indicate viral potential Level classification Content automatically categorized into performance tiers: High: Score ≥ 10,000 (viral or highly engaging content) Medium: Score ≥ 1,000 (good engagement, worth monitoring) Low: Score < 1,000 (baseline engagement) Results interpretation Comprehensive analytics dashboard The email report includes: Cross-platform leaderboard: Top 15 posts ranked by engagement score Platform breakdown: Performance summary by social network Engagement metrics: Detailed scoring and classification Direct links: Clickable access to original content Author tracking: Creator identification for influencer outreach Actionable insights Content inspiration: Identify high-performing content formats and topics Competitor analysis: Monitor competitor content performance Trend identification: Spot emerging topics before they peak Influencer discovery: Find creators driving engagement in your niche Use cases Brand monitoring and competitive analysis Brand mention tracking: Monitor how your brand performs across platforms Competitor surveillance: Track competitor content and engagement rates Crisis management: Early detection of negative sentiment or issues Market positioning: Understand your brand's social media presence Content strategy optimization Content format analysis: Identify which content types perform best Hashtag research: Discover effective hashtags for your niche Posting timing: Analyze when high-engagement content is published Trend forecasting: Spot emerging trends for proactive content creation Influencer and partnership identification Creator discovery: Find influential voices in your industry Partnership evaluation: Assess potential collaborator engagement rates Campaign performance: Track sponsored content and brand partnerships Community building: Identify active community members and advocates Workflow limitations API rate limiting: Subject to Apify scraper limitations and quotas Platform restrictions: Some content may be private or restricted Real-time delays: 30-second waits between platform scraping prevent rate limiting Manual execution: Currently triggered manually (easily schedulable) Single keyword focus: Current setup optimized for one keyword at a time Platform availability: Dependent on third-party scrapers and their maintenance

This n8n template automatically processes inbound form leads, researches their company via their website, and uses AI to write and send a highly personalized "speed to lead" email instantly. It also tracks subsequent appointment bookings to keep your CRM up to date. Use cases are focused on high velocity sales: Perfect for agency owners, founders, and sales teams who need to respond to new leads in seconds while maintaining a high quality, personal touch. Good to know At the time of writing, this template is optimized for GPT-4o to ensure the highest quality personalization. This template was originally designed using a Lovable form, but it works with any form builder (Typeform, Webflow, WordPress) that can send data via a webhook. How it works The workflow starts when a new lead submits your contact form via the Webhook node. It immediately checks your Airtable CRM to ensure the lead is new and not a duplicate. The system scrapes the provided website URL and uses custom code to clean the HTML data. AI analyzes the cleaned website data to generate a concise summary of the business. A second AI step uses this summary and the lead's goals to draft and send a personalized email via Gmail. The lead data and website summary are logged into your Airtable base. A parallel flow monitors your inbox for booking confirmations and updates the CRM automatically. How to use Create the necessary Base and Table in Airtable to store your leads. Connect your website form to the Webhook URL in the workflow. Update the OpenAI node prompts with your specific email signature and phone number. Run a test submission to ensure the website scraper is capturing data correctly. Requirements Airtable account OpenAI account (GPT-4o model recommended) Gmail account Customising this workflow You can easily adapt this for different communication channels. Try swapping the Gmail node for a Slack notification to alert your team of high value leads, or connect it to HubSpot instead of Airtable for enterprise CRM management.

AI-Powered n8n Error Debugger & Notifier Automatically analyze any workflow failure with AI, get actionable solutions, and receive a detailed report directly in your inbox. Stop wasting time deciphering cryptic error messages and stack traces. This template turns your n8n instance into a self-diagnosing system. When any of your workflows fail, this error handler automatically triggers, sends the error data to an AI agent for a full analysis, and delivers a comprehensive, easy-to-read report to your email. It's like having a personal AI debugging assistant on call 24/7. | Services Used | Features | | :--- | :--- | | 🤖 OpenAI / LangChain | Provides deep, AI-driven root cause analysis of errors. | | 📧 Gmail | Delivers beautifully formatted and detailed HTML email notifications. | | 🚨 n8n Error Trigger | Acts as a global catch-all for any workflow failure in your instance. | | ✨ Data Formatting | Organizes raw error data and AI analysis for clear reporting. | How It Works ⚙️ 🚨 A Workflow Fails: When any workflow in your n8n instance encounters an error, this workflow is automatically triggered. 🧠 AI Analysis: The Error Trigger node passes the complete error context (message, stack trace, failing node, etc.) to a LangChain Agent. The agent is prompted to perform a deep analysis, identifying the root cause, potential solutions, impact, and urgency. ✨ Format Data: A Set node neatly organizes the original error details alongside the new, structured AI analysis into a single, clean data object. 📧 Send Detailed Report: The Gmail node uses this formatted data to construct a rich HTML email, presenting the error details and the AI's full analysis in a clear, actionable format, and sends it to your specified address. 🛠️ How to Set Up This workflow is designed to be set as your instance's default error handler. 🔑 Add Credentials: Add your OpenAI API key to the OpenAI Chat Model node. Add your Gmail OAuth2 credentials to the Send Gmail Notification node. ✏️ Configure Email: In the Send Gmail Notification node, change the To field from your-email@example.com to your own email address or a team distribution list. ⚙️ Set as Global Error Workflow: In your n8n instance, go to Settings > Workflow Default Settings. In the Error Workflow dropdown, select this workflow (AI-Powered n8n Error Debugger & Notifier). Save the changes. ▶️ Activate: Save and activate the workflow. It will now run automatically whenever another workflow fails. 💡 Customization Ideas Multi-Channel Alerts: Replace or add nodes to send notifications to **Slack, Discord, or Telegram for more immediate team visibility. Create an Error Dashboard: Add a **Google Sheets, Notion, or Baserow node after the Format Data node to log every error, creating a historical dashboard for tracking recurring issues. Severity-Based Routing: Add an **IF node to check the "Urgency Level" from the AI analysis. Route "Critical" errors to a PagerDuty or Twilio node to alert an on-call developer. Try Different Models: Swap the OpenAI Chat Model for an **Anthropic or Google Gemini node to compare analysis quality. 💬 Need Help or Want to Learn More? Join my Skool community for n8n + AI automation tutorials, live Q&A sessions, and exclusive workflows: 👉 https://www.skool.com/n8n-ai-automation-champions Template Author: Sandeep Patharkar Category: Utilities / DevOps Difficulty: Intermediate Estimated Setup Time: ⏱️ 10 minutes

Description Streamline your Net Promoter Score (NPS) survey process by automating survey delivery, response tracking, and structured data storage. This workflow integrates GoHighLevel, Gmail, and Notion to ensure every customer response is captured, categorized, and actionable. 💬📧📊 What This Template Does Trigger from GoHighLevel when a deal moves to "Completed." ⚡ Send NPS survey emails via Gmail to the customer automatically. ✉️ Capture responses through a Webhook and store them in structured format. 🔗 Process and categorize NPS responses (Promoter, Passive, Detractor). 🧮 Save results in Notion for centralized tracking and analysis. 📒 Send Slack notifications for quick visibility into customer satisfaction. 🔔 Key Benefits ✅ Automated NPS survey delivery and response tracking ✅ Centralized data storage for long-term insights ✅ Real-time team notifications for faster action ✅ Standardized response categorization ✅ Error handling ensures no response is lost Features GoHighLevel integration to trigger surveys at the right stage Gmail email automation with personalized survey links Webhook capture for dynamic NPS responses Notion database integration for structured data storage Slack alerts for quick feedback visibility Requirements n8n instance (cloud or self-hosted) GoHighLevel API credentials Gmail API credentials (OAuth2) Notion API integration token Slack API token (optional for notifications) Target Audience This workflow is ideal for Customer Success teams, SaaS businesses, agencies, and service providers who want to measure customer satisfaction at scale and act quickly on feedback. Step-by-Step Setup Instructions Configure GoHighLevel, Gmail, Notion, and Slack credentials in n8n. Set up a Notion database with fields for customer, score, category, and comments. Replace hardcoded values with environment variables ($env.GHL_API_KEY, $env.NOTION_DB_ID, etc.). Import the JSON into your n8n instance. Run once manually with test data to verify. Enable the workflow for automated execution. ✅

HubSpot Customer Onboarding Automation Overview Streamline your customer onboarding process with this intelligent automation that triggers when new contacts are created in HubSpot. The workflow automatically sends personalized welcome emails, schedules onboarding calls, and assigns customer success managers - ensuring every new customer receives immediate attention and proper support. What This Workflow Does Core Features Real-time Contact Detection**: Monitors HubSpot for new contact creation events via webhooks Intelligent Email Generation**: Uses AI to create personalized welcome emails based on contact information Automated Calendar Scheduling**: Finds available time slots and schedules onboarding calls with new contacts Smart CSM Assignment**: Automatically assigns contacts to appropriate customer success managers Multi-channel Communication**: Sends HTML-formatted emails with professional styling Calendar Integration**: Full Google Calendar management with attendee invitations Business Value Instant Response**: New customers receive immediate welcome communication Personalization at Scale**: Each email is uniquely crafted based on contact details and company information Process Consistency**: Ensures every new contact follows the same high-quality onboarding process Resource Optimization**: Automatically schedules meetings in available time slots Customer Experience**: Professional, timely communication builds trust from day one Prerequisites Required Accounts & Credentials HubSpot Account with Developer API access for webhooks HubSpot Pro/Enterprise for OAuth2 API access OpenAI API access for AI-powered email generation Google Calendar account for meeting scheduling Gmail account for email delivery Public-facing n8n instance or n8n Cloud for webhook reception Technical Requirements HubSpot webhook subscription capabilities Google Workspace or personal Google account OpenAI API with GPT-4o access n8n instance with LangChain nodes package installed Setup Instructions Step 1: HubSpot Developer Setup Create HubSpot Developer Account: Go to HubSpot Developer Portal Create or access your developer account Navigate to Apps section Create Webhook Subscription: In HubSpot Developer Portal: Apps > Create App Configure webhook subscription for contact.creation events Set webhook URL to your n8n webhook endpoint Note the App ID and Developer API key Add HubSpot Developer Credentials: In n8n: Settings > Credentials > "HubSpot Developer API" Enter Developer API key and App ID Step 2: HubSpot OAuth2 Configuration Create OAuth2 App: In HubSpot Developer Portal: Create OAuth2 app Add required scopes: contacts.read contacts.write crm.objects.owners.read Add HubSpot OAuth2 Credentials: In n8n: Settings > Credentials > "HubSpot OAuth2 API" Complete OAuth authorization flow Step 3: OpenAI Configuration Get OpenAI API Key: Visit OpenAI Platform Create API key with GPT-4o model access Add OpenAI Credentials: In n8n: Settings > Credentials > "OpenAI API" Enter your API key Step 4: Google Calendar Setup Enable Google Calendar API: Go to Google Cloud Console Enable Google Calendar API Create OAuth2 credentials Add Google Calendar Credentials: In n8n: Settings > Credentials > "Google Calendar OAuth2 API" Complete OAuth authorization flow Step 5: Gmail Configuration Enable Gmail API: In Google Cloud Console: Enable Gmail API Use same OAuth2 credentials as Calendar Add Gmail Credentials: In n8n: Settings > Credentials > "Gmail OAuth2" Complete OAuth authorization Step 6: Customize Company Information Update "Enter your company data here" Node: company_name: "Your Company Name" sender_name: "Your Name" sender_email: "your-email@company.com" company_activity: "Your company description" Important: The sender_email must match your HubSpot user email and Google account email Step 7: Configure Calendar Settings Update Calendar Agent Tool: Verify calendar ID matches your Google Calendar Ensure proper timezone settings Test calendar access permissions Configuration Details Webhook Event Handling The workflow processes HubSpot webhook events: Event Type**: contact.creation Data Processing**: Extracts contact ID and subscription type Validation**: Ensures event is contact creation before proceeding AI Email Generation System The email generation process uses: Model**: GPT-4o-mini for cost-effective, high-quality content Structured Output**: JSON format with subject and body fields Personalization Variables**: Contact name, email, company information Template Consistency**: Maintains professional tone and branding Calendar Management Features The calendar agent provides: Event Creation**: With and without attendees Event Retrieval**: Find available time slots Event Updates**: Modify existing appointments Event Deletion**: Remove canceled meetings Smart Scheduling**: Automatically finds next available slot Contact Assignment Logic The CSM assignment process: Owner Lookup**: Retrieves all HubSpot owners Sender Matching**: Finds owner matching the configured sender email Contact Assignment**: Updates contact record with owner ID Usage Instructions Automatic Operation Activate Workflow: Toggle workflow to "Active" status Webhook automatically registers with HubSpot Test with New Contact: Create test contact in HubSpot Monitor n8n execution log Verify email delivery and calendar event creation Monitor Performance: Check HubSpot webhook delivery logs Review email delivery success rates Validate calendar event creation Manual Testing Create Test Contact: Add new contact in HubSpot with complete information Ensure contact has valid email address Monitor workflow execution Validate Outputs: Email: Check recipient inbox for welcome email Calendar: Verify meeting invitation sent and accepted HubSpot: Confirm contact owner assignment Logs: Review n8n execution for any errors Expected Outputs Personalized Welcome Email AI-generated email featuring: Subject Line**: Customized based on company and contact information Personalized Greeting**: Uses contact's first name and relevant details Company Introduction**: Includes sender name, company name, and business description Meeting Notification**: Mentions upcoming scheduled onboarding call Professional Formatting**: HTML-styled for professional appearance Scheduled Onboarding Call Google Calendar event with: Title**: Descriptive meeting title including contact name Attendees**: New contact automatically invited Timing**: Next available 1-hour slot in sender's calendar Location**: Virtual meeting details (if configured) Description**: Meeting purpose and agenda HubSpot Contact Updates Automated contact management: Owner Assignment**: Contact assigned to appropriate CSM Activity Logging**: Webhook event recorded in contact timeline Data Enrichment**: Additional contact information if available Calendar Tool Responses Structured responses from calendar operations: Success Confirmations**: Meeting created successfully Error Handling**: Clear error messages for failed operations Event Details**: Complete information about created/modified events Troubleshooting Common Issues HubSpot Webhook Not Triggering Cause: Webhook subscription not properly configured or n8n endpoint not accessible Solutions: Verify n8n webhook URL is publicly accessible Check HubSpot webhook subscription settings Confirm webhook is active in HubSpot Developer Portal Test webhook delivery using HubSpot's testing tools Contact Information Not Retrieved Cause: Insufficient HubSpot API permissions or invalid contact ID Solutions: Verify HubSpot OAuth2 scopes include contact read permissions Check contact ID extraction from webhook payload Ensure contact exists and is accessible via API Test contact retrieval manually Email Generation Failed Cause: OpenAI API issues or insufficient token limits Solutions: Check OpenAI API key validity and usage limits Verify GPT-4o model access permissions Review prompt complexity and token requirements Test AI generation with simpler prompts Calendar Event Creation Failed Cause: Google Calendar permissions or invalid calendar ID Solutions: Verify Google Calendar OAuth2 permissions Check calendar ID configuration matches sender email Ensure calendar is accessible and not restricted Test calendar operations manually Gmail Delivery Problems Cause: Authentication issues or email formatting problems Solutions: Check Gmail OAuth2 token validity Verify sender email matches authenticated account Review HTML formatting for email compatibility Test email delivery with simple text format Performance Optimization High Contact Volume Implement rate limiting for API calls Add error retry mechanisms with exponential backoff Monitor token usage and API quotas Consider batch processing for multiple contacts Large Calendar Schedules Optimize calendar queries with specific date ranges Implement caching for frequently accessed calendar data Add timeout handling for slow calendar operations Consider pagination for large event lists Customization Examples Different CRM Systems Replace HubSpot with alternative CRMs: Salesforce**: Use Salesforce webhook and contact management Pipedrive**: Implement Pipedrive person creation triggers Zoho CRM**: Configure Zoho webhook subscriptions Airtable**: Use Airtable as simple CRM with webhooks Alternative Email Providers Replace Gmail with other email services: SendGrid**: Use SendGrid for transactional emails Mailgun**: Implement Mailgun email delivery Microsoft Outlook**: Use Outlook for business email AWS SES**: Configure Amazon Simple Email Service Enhanced Email Content Improve email personalization: Company Research**: Add web scraping for company information Industry-Specific Templates**: Different emails for different industries Multi-language Support**: Detect contact language and localize content Dynamic Content**: Include relevant resources based on contact properties Advanced Calendar Features Extend calendar functionality: Buffer Time**: Automatically add buffer between meetings Meeting Types**: Different durations for different contact types Timezone Handling**: Automatic timezone detection and conversion Recurring Meetings**: Schedule follow-up meetings automatically Workflow Branching Add conditional logic: Contact Source**: Different flows for different lead sources Company Size**: Tailored onboarding for enterprise vs SMB Geographic Routing**: Regional CSM assignment Product Interest**: Specialized onboarding based on product selection Security Considerations API Security Store all credentials securely in n8n credential system Use OAuth2 authentication where available Regularly rotate API keys and refresh tokens Monitor API usage for unauthorized access Data Privacy Ensure compliance with data protection regulations (GDPR, CCPA) Implement data retention policies for contact information Consider data encryption for sensitive customer data Document data flows for privacy audits Webhook Security Implement webhook signature verification where supported Use HTTPS endpoints for all webhook URLs Monitor webhook delivery logs for suspicious activity Consider IP whitelisting for webhook sources Integration Considerations HubSpot Best Practices Rate Limiting**: Respect HubSpot API rate limits Error Handling**: Implement proper error responses for webhooks Data Sync**: Ensure data consistency between systems Backup Procedures**: Regular backup of workflow configurations Email Deliverability Authentication**: Implement SPF, DKIM, and DMARC records Content Quality**: Avoid spam triggers in email content List Management**: Respect unsubscribe requests Monitoring**: Track email delivery and engagement metrics Business Process Integration Sales Handoff Lead Qualification**: Integrate with lead scoring systems Sales Notification**: Alert sales team of high-value prospects CRM Updates**: Sync onboarding status with sales pipeline Activity Tracking**: Log all onboarding activities in CRM Customer Success Workflows Milestone Tracking**: Monitor onboarding progress Health Scoring**: Assess customer engagement levels Escalation Procedures**: Flag at-risk customers for intervention Success Metrics**: Track onboarding completion rates Support and Maintenance Regular Maintenance Monitor webhook delivery success rates Review email open and response rates Update AI prompts based on feedback Audit calendar scheduling efficiency Performance Monitoring Track workflow execution times and success rates Monitor API usage and costs across all services Review customer feedback on onboarding experience Analyze conversion rates from onboarding to activation Updates and Improvements Stay updated with API changes from integrated services Test workflow compatibility with platform updates Implement customer feedback and feature requests Document all customizations for team reference Cost Optimization API Usage Management Monitor OpenAI token consumption patterns Optimize prompts for efficiency and effectiveness Track Google API usage for calendar and email operations Implement usage alerts and budgets Alternative Approaches Consider using local AI models for email generation Implement template-based emails for cost reduction Use free tiers where available and appropriate Regular cost-benefit analysis of integrated services License and Attribution This workflow template is provided under MIT license. Calendar agent implementation inspired by Nate Herk's YouTube channel. Attribution to original creators appreciated when sharing or modifying. Users are responsible for compliance with all integrated services' terms of service and data handling requirements. Support Contact For customizations, troubleshooting, or additional workflow development: Email**: punit@geekfleet.dev Creator Profile**: n8n Creator Profile Specializations**: n8n, Make, LangChain, and LangGraph workflow development

🧩 Description A customized n8n workflow inspired by the Lead Generation Agent template. It automates B2B lead scraping via Apify, extracts contact emails with AI, sends cold emails via Gmail, and logs every interaction in Google Sheets with Telegram alerts for live monitoring. 🧠 How It Works This workflow automates the entire B2B lead generation and outreach process from data collection to email delivery. Once you enter your search keyword and location, the system scrapes business details using Apify, filters valid websites, and extracts email addresses with AI. Each lead is then enriched and logged in Google Sheets. The workflow automatically composes a personalized cold email based on your preferred tone (friendly, simple, or professional) and sends it through Gmail with short delays between each message to avoid spam filters. You’ll also receive Telegram notifications to monitor progress and any leads that fail to send. ⚙️ Setup Steps Clone the workflow into your n8n instance. Add your API credentials: Apify API Token OpenAI (or Gemini) API Key Google Sheets & Gmail account connections Telegram Bot Token + Chat ID (optional) Open the Form node or Manual Trigger, and set your search criteria (e.g., “marketing agencies in London”). Configure your Google Sheet — make sure the columns match the node mapping. Adjust the AI prompt in the OpenAI node if you want a different tone or style for your emails. Run the workflow manually to test one or two leads first. Once confirmed, activate scheduling or keep it manual for on-demand lead generation. 🚀 Try It Out! Experience how AI and automation can take over your lead generation workflow. Just enter a business type and location, and watch as the system finds potential clients, extracts contact details, crafts a personalized cold email, and sends it — all without manual effort. Perfect for freelancers, agencies, or anyone looking to automate their B2B outreach process.

Who's it for This workflow is perfect for digital marketing agencies, sales teams, and business development professionals who want to automate lead qualification, scoring, and personalized outreach. If you're tired of manually reviewing every form submission and crafting individual responses, this template will save you hours while improving response quality. What it does This AI-powered lead management system automatically processes JotForm submissions through a sophisticated 6-step pipeline: Captures leads from JotForm submissions in real-time Scores each lead using AI (GPT-4.1-nano) based on budget, company fit, and project clarity Logs all data to Google Sheets with AI scores, tiers (high/medium/low), and reasoning Enriches company information by fetching industry, employee count, tech stack, and location data Generates personalized emails that reference the lead's specific needs and company insights Sends tailored responses via Gmail with tier-appropriate calls-to-action High-tier leads get priority treatment with direct calendar links, medium-tier leads receive consultation offers, and low-tier leads are sent helpful resources—all automatically. How to set up Requirements JotForm account with a contact form (free tier works) OpenAI API key with GPT-4.1-nano access Google account for Sheets and Gmail Company enrichment API endpoint (see setup guide below) Setup steps Clone this workflow to your n8n instance Configure JotForm Trigger: Connect your JotForm account and select your contact form Add OpenAI credentials: Both AI nodes use the same OpenAI API key Set up Google Sheets: Create a new spreadsheet with columns: first_name, last_name, company, email, message, estimated_budget, ai_score, ai_tier, ai_reasoning Configure Gmail: Connect your Gmail account for sending responses Set up enrichment API: Deploy the company enrichment workflow (workflow #9960) and update the webhook URL in the "API: Company Enrichment Request" node Company Enrichment API Setup The enrichment API is a separate workflow that fetches company data. You can: Use the enrichment workflow template Deploy it to your n8n instance Update the webhook URL in the HTTP Request node to point to your deployed version How to customize Adjust AI scoring criteria: Modify the system prompt in "AI: Lead Scoring Analysis" to match your ideal customer profile and budget thresholds Customize email templates: Edit the system prompt in "AI: Generate Personalized Email" to match your brand voice and offerings Add more data points: Extend the Google Sheets schema to capture additional form fields or enrichment data Change email provider: Swap Gmail for Outlook, SendGrid, or any SMTP service Add notifications: Insert a Slack or Discord node after lead scoring to alert your team about high-tier leads instantly Implement lead routing: Add an IF node after scoring to route high-value leads to senior team members.

Objective: Automatically categorize incoming emails based on existing Gmail labels or create a new label if none match. Tools: - Get message - Read all labels - Create label - Assign label to message...