by Jainik Sheth
What is this? This workflow is a Lead Qualification Voice Agent automation template built in n8n. It automates the process of qualifying leads by initiating outbound calls, analyzing call transcripts, updating lead data, and sending follow-up emails. The workflow integrates Google Sheets, OpenAI, and Twilio (via ElevenLabs API) to streamline lead management for sales or customer success teams. 1. Initiate Call Purpose: This step starts the lead qualification process by detecting new leads and preparing to contact them. How it works: The workflow is triggered when a new lead is added to your data source (such as a new row in Google Sheets, using the “Google Sheets Trigger” node). The trigger node captures essential lead information (e.g., name, phone number, service of interest) from the new entry. The workflow then prepares a personalized call script or opener, often using an AI node (like OpenAI) to generate a friendly and relevant introduction based on the lead’s details. An outbound call is initiated to the lead’s phone number using a telephony integration node (such as HTTP Request to ElevenLabs or Twilio). Note: Ensure your trigger node is correctly set up to monitor the right data source and columns. Configure the telephony node with valid API credentials and the correct phone number field. Optionally, customize the AI prompt to tailor the call opener to your business context. 2. Fetch Client Data Purpose: This step retrieves detailed information about the lead from your data source (such as a CRM, database, or Google Sheets). How it works: The workflow uses a data retrieval node (such as Google Sheets, HTTP Request, or a database node) to fetch client details based on a unique identifier (like phone number or email) captured in the trigger step. The node is configured to query the data source for all relevant fields, such as the lead’s name, company, previous interactions, and any custom attributes important for your qualification process. The fetched data is then made available to subsequent nodes, allowing for dynamic personalization of the call script and follow-up actions. Note: Ensure your data source is up-to-date and contains all necessary fields for lead qualification. 3. Outbound Call Processing Purpose: To manage the workflow after the outbound call is initiated, including handling call results, analyzing transcripts, and updating lead status. How it works: After the call is placed (using a telephony integration node), the workflow waits for the call to complete. This can be achieved using a webhook node (if your provider supports callbacks) or a polling node to check call status. Once the call is finished, the workflow retrieves the call outcome (e.g., answered, voicemail, failed) and, if available, the call transcript. The transcript can be sent to an AI node (like OpenAI) for analysis—such as extracting intent, sentiment, or key information discussed during the call. Based on the analysis, the workflow updates the lead’s status in your data source (e.g., marking as “Qualified,” “Needs Follow-up,” or “Unreachable”). Optionally, the workflow can trigger additional actions, such as sending a follow-up email, notifying a sales rep, or logging the interaction in your CRM. Note: Use webhook nodes for real-time call result processing if your telephony provider supports it. Log all call results and analysis for future reference and reporting. Prerequisities OpenAI Google Sheets Twilio Elevenlabs: Import the twilio number into Elevenlabs Set up an agent in Elevenlabs Set up prompt into Elevenlabs Set up webhooks for fetch client initiation data and post call data Customization Change Data Source: Swap the Google Sheets node for another data source (e.g., Airtable, MySQL) as needed. Modify Call Script: Edit the OpenAI prompt to generate different call openers or scripts based on your use case. Adjust Call Logic: Modify the outbound call node to use a different telephony provider or to handle call scheduling. Notification Options: Integrate with email, chat, or notification services to alert your team of qualified leads.
by Rahul Joshi
📊 Description Streamline your HR recruitment process with this intelligent automation that reads candidate emails and resumes, analyzes them using GPT-4, and automatically shortlists or rejects applicants based on skill and experience match. 📩🤖 The workflow updates your HR Google Sheet with detailed AI evaluations, notifies recruiters on Slack about high-scoring candidates, and sends personalized shortlist or rejection emails to applicants — all in one seamless flow. 🚀 What This Template Does 1️⃣ Trigger – Monitors the HR Gmail inbox for new job applications with attachments. 📬 2️⃣ Extracts Resume Data – Uploads attached resumes to Mistral OCR to extract text for analysis. 📄 3️⃣ Combines Inputs – Merges candidate email data and resume content for complete context. 🔗 4️⃣ AI Evaluation – GPT-4 analyzes the candidate’s qualifications against job requirements in a connected Google Sheet. 🧠 5️⃣ Scoring & Recommendation – Generates a structured JSON output with job fit summary, skill match, AI score, and recommendation (Shortlist or Reject). 📊 6️⃣ Record Update – Logs AI evaluation results in a Google Sheet for centralized tracking. 📋 7️⃣ Communication – Sends professional shortlist or rejection emails to applicants via Gmail. 💌 8️⃣ Team Alert – Notifies HR on Slack when a high-scoring candidate is detected. 🔔 Key Benefits ✅ Saves hours of manual resume screening and sorting ✅ Ensures consistent, unbiased candidate evaluation ✅ Provides detailed AI-driven insights for every applicant ✅ Automates communication and record-keeping ✅ Improves HR productivity and response speed Features Gmail trigger for new candidate emails Resume text extraction via Mistral OCR API GPT-4–powered resume and email evaluation Integration with Google Sheets for HR requirement mapping Slack notifications for shortlisted candidates Automated shortlist/rejection emails with custom templates Structured AI output for analytics and reporting Requirements Gmail OAuth2 credentials for inbox and email automation Google Sheets OAuth2 credentials with edit access OpenAI API key (GPT-4 or GPT-4o-mini) Slack Bot token with chat:write permissions Mistral AI OCR API key for resume text extraction Target Audience HR and recruitment teams managing large applicant volumes 🧑💼 Talent acquisition managers looking for AI-driven screening 🤖 Organizations standardizing hiring communication 💬 Agencies building automated candidate evaluation systems 📈 Step-by-Step Setup Instructions 1️⃣ Connect your Gmail account and configure the inbox trigger. 2️⃣ Add Mistral API credentials for resume OCR extraction. 3️⃣ Set up your Google Sheet with job role requirements and access credentials. 4️⃣ Add OpenAI credentials (GPT-4 or GPT-4o-mini) for AI evaluation. 5️⃣ Configure Slack credentials and HR channel ID for alerts. 6️⃣ Test with a sample application to ensure correct data mapping. 7️⃣ Activate the workflow to start automated recruitment processing. ✅
by Emilio Loewenstein
Turn your sales and onboarding calls into actionable insights — automatically! This workflow connects Fireflies.ai with OpenAI to analyze and grade your call transcripts. The results, along with your lead’s details, are logged directly into a Google Sheet for easy tracking. Plus, you’ll get an instant Slack or Gmail notification with the evaluation so you can take quick action. 🚀 What It Does Triggers on new Fireflies.ai transcripts** Uses AI to evaluate and grade your calls** Logs lead + scoring data into Google Sheets** Sends instant updates via Slack or Gmail** 💡 Why It’s Valuable Save hours of manual call reviews Keep a consistent, unbiased scoring system Centralize data for reporting and coaching Act faster with real-time notifications Perfect for sales, onboarding, or customer success teams who want to improve call quality at scale while saving time. 🛠️ Setup Instructions Connect Fireflies.ai – Enable transcript export from your Fireflies.ai account. Integrate with OpenAI – Use the provided API key to analyze and score transcripts automatically. Configure Google Sheets – Create a sheet with columns for: Lead Name Company Call Date Transcript Link AI Score Notes/Insights Enable Notifications – Connect Slack or Gmail to receive instant alerts with evaluation details. Test & Launch – Run a sample call to ensure transcripts flow correctly into the sheet and notifications are triggered. 🔄 Detailed Workflow A new call transcript is generated in Fireflies.ai. The transcript is sent to OpenAI, where the call is evaluated and scored based on quality, engagement, and outcomes. The results + lead data are logged automatically into Google Sheets for centralized tracking. A Slack or Gmail notification instantly alerts your team with the score and key insights, so you can take immediate action. 📊 Google Sheets Your Google Sheet should include the following columns: Lead Name** Email/Contact** Company Name** Call Date & Time** Transcript URL** AI Evaluation Score** Summary/Next Steps** This structure ensures clarity, easy reporting, and consistent data across all calls. ⚠️ Community Node Disclaimer This workflow is created with community nodes and integrations. Please review security and API key management best practices before deploying in production. 🖼️ Workflow Template
by Shri Deshmukh
🧠 How it works This workflow turns your website form into a fully automated AI Lead Qualification system. Whenever a new lead submits your form, the workflow: Receives the submission through a Webhook Cleans and normalizes the input fields Uses the AI Agent node to score and qualify the lead Saves all details (including AI analysis) into an Airtable CRM Automatically routes high-quality leads (score ≥ 7) Sends an instant Gmail notification Sends an AI-generated personalized auto-reply back to the lead This gives you a hands-free, intelligent front-door to your business — ensuring you only spend time on high-value opportunities. ⚙️ Set-up steps These steps help users configure the workflow quickly: Create a Webhook trigger – Copy the webhook URL and add it to your form tool (Tally, Typeform, Webflow, etc.). Prepare your Airtable base – Create a "Leads" table with fields for name, email, website, message, lead score, priority, use case, timeline, budget, and AI notes. Add the AI Agent node – Insert the provided System + User prompts – Enable Structured Output – Paste the JSON Schema included in the sticky note inside the workflow. Connect Airtable – Map the original form fields + AI Agent “output” fields to Airtable columns. Set up the Gmail node – Connect your Gmail account – Configure the notification email and auto-reply templates. Configure the IF node – Score ≥ 7 routes to the “Hot Lead” branch – Everything else is captured but not routed. Run a test submission – Verify that the workflow writes to Airtable – Confirm the Gmail notification + auto-reply are delivered – Adjust prompting if needed. All detailed explanations and prompt configurations are included inside the workflow through sticky notes for easy reference.
by Oneclick AI Squad
Transform your attendance management with this enterprise-grade automated workflow featuring AI-powered analytics, multi-dimensional insights, and intelligent alerting. Running hourly, it integrates multiple data sources (attendance logs + employee master data), performs sophisticated statistical analysis, detects anomalies, generates department-specific insights, and delivers beautiful HTML reports via email and Slack. Get real-time visibility into attendance patterns, punctuality trends, and actionable alerts for HR, management, and department heads. 📊🎯✨ Good to Know Intelligent Scheduling**: Runs hourly but only sends management alerts when critical thresholds are breached Multi-Source Integration**: Combines attendance logs with employee master data for enriched context Smart Analytics**: Calculates attendance rate, punctuality rate, absenteeism rate, and department-wise metrics Conditional Routing**: Management emails are triggered only for high-priority alerts (no email fatigue!) Production-Ready**: Includes error handling, data validation, and comprehensive logging Scalable Design**: Handles multiple departments, shifts, and employee types efficiently How It Works Automated Trigger – Runs hourly to monitor attendance with zero manual effort. Dual Data Ingestion – Fetches attendance and employee master data, then merges them for enriched analytics. Advanced Analytics Engine – Analyzes attendance, calculates key metrics, detects anomalies, and generates alerts. Smart Conditional Routing – Validates data, prioritizes alerts, and routes notifications via email, Slack, and database. Rich Email Reports – Sends visually formatted reports with metrics, alerts, and detailed employee breakdowns. Slack Block Kit Integration – Delivers structured, real-time attendance alerts with visual indicators to team channels. Data Persistence & Logging – Logs daily summaries, maintains audit trails, and prepares data for trend analysis dashboards. How to Use Basic Setup Import the Workflow: Copy JSON → n8n → Import from File Configure Credentials: Add Google Sheets, SMTP, and Slack credentials Update Spreadsheet IDs: Replace all placeholder sheet IDs with your actual Google Sheet IDs Set Email Addresses: Update sender and recipient email addresses Configure Slack Channel: Replace channel ID with your team's attendance channel Test: Execute workflow manually to verify connections Activate: Turn on the Schedule Trigger for hourly execution Advanced Configuration Adjust Alert Thresholds**: Modify the 10% (late) and 15% (absent) thresholds in Analytics Engine Customize Email Design**: Edit HTML in Format Email node for brand alignment Add More Channels**: Extend with Microsoft Teams, Discord, or SMS notifications Enhance Analytics**: Add shift-specific analysis, contractor vs. full-time breakdowns Integrate BI Tools**: Enable Power BI push dataset for real-time dashboards Requirements Google Sheets Setup Sheet 1: AttendanceLogs | Column | Type | Description | Example | |--------|------|-------------|---------| | EmployeeID | Text | Unique employee identifier | EMP001 | | EmployeeName | Text | Full name | John Doe | | Date | Date | Attendance date (YYYY-MM-DD) | 2025-01-15 | | Status | Text | Present/Absent/Late/Leave/WFH/Half-Day | Present | | CheckInTime | Time | Arrival time (HH:MM) | 09:15 | | CheckOutTime | Time | Departure time (HH:MM) | 18:00 | | Notes | Text | Optional comments | Doctor appointment | Sheet 2: Employees (Master Data) | Column | Type | Description | Example | |--------|------|-------------|---------| | EmployeeID | Text | Unique identifier (matches AttendanceLogs) | EMP001 | | EmployeeName | Text | Full name | John Doe | | Department | Text | Department name | Engineering | | Manager | Text | Reporting manager name | Jane Smith | | Shift | Text | Day/Night/Evening | Day | | Email | Email | Work email address | john.doe@company.com | | ContractType | Text | Full-Time/Part-Time/Contract | Full-Time | Sheet 3: DailySummary (Auto-populated by workflow) | Column | Type | Description | |--------|------|-------------| | Date | Date | Report date | | Hour | Number | Hour of day (0-23) | | Present | Number | Present count | | Absent | Number | Absent count | | Late | Number | Late count | | AttendanceRate | Number | Attendance percentage | Credentials Needed Google Sheets OAuth2 API Enable Google Sheets API in Google Cloud Console Create service account credentials Share all 3 sheets with service account email SMTP Email Account Gmail: Enable "App Passwords" in Google Account settings Or use company SMTP server details Requires: Host, Port (587), Username, Password Slack Bot Token Create Slack App at api.slack.com/apps Enable permissions: chat:write, chat:write.public Install app to workspace Copy Bot User OAuth Token (starts with xoxb-) Invite bot to target channel Placeholder Values to Replace | Placeholder | Where to Find | Example | |-------------|---------------|---------| | YOUR_ATTENDANCE_SPREADSHEET_ID | Google Sheets URL | 1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgvE2upms | | YOUR_EMPLOYEE_SPREADSHEET_ID | Google Sheets URL | 1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgvE2upms | | YOUR_SUMMARY_SPREADSHEET_ID | Google Sheets URL | 1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgvE2upms | | C12345678 | Slack → Right-click channel → Copy link → Extract ID | C05XXXXXXXX | | hr@company.com | Your HR email | hr@yourcompany.com | | management@company.com | Management distribution list | leadership@yourcompany.com | Customizing This Workflow Modify Alert Thresholds In the Analytics Engine node, find these lines: const lateThreshold = metrics.totalEmployees * 0.1; // Change 0.1 to 0.15 for 15% const absentThreshold = metrics.totalEmployees * 0.15; // Change to 0.20 for 20% Add New Status Types In the Analytics Engine node, add to the switch statement: case 'Remote': statusCount.remote++; break; Customize Email Template In the Format Email node, modify the emailHtml variable: Change gradient colors in the header div Add company logo: `` Adjust grid columns: grid-template-columns: repeat(5, 1fr); Add SMS Notifications Add Twilio or Vonage node after "Critical Alerts" Send to on-call manager for high-severity alerts Use message: 🚨 ${data.absent} employees absent today. Review required. Multi-Location Support Modify Analytics Engine to group by Location field: const locationMetrics = {}; todayRecords.forEach(record => { const location = employee.location; if (!locationMetrics[location]) { locationMetrics[location] = { present: 0, absent: 0, late: 0 }; } // ... aggregate by location }); Shift-Specific Analysis Add logic to compare check-in times against shift schedules: const shiftTimes = { 'Day': '09:00', 'Night': '21:00', 'Evening': '14:00' }; const expectedTime = shiftTimes[employee.shift]; Integration with HR Systems Add HTTP Request node to push data to: Workday**: POST attendance records via REST API BambooHR**: Update employee time-off balances ADP**: Sync payroll-related attendance data SAP SuccessFactors**: Update time management module Advanced Analytics Add Python or R nodes for: Predictive Analytics**: ML models to predict absence patterns Sentiment Analysis**: Correlate attendance with employee surveys Seasonality Detection**: Identify patterns (Monday blues, pre-holiday trends) Correlation Analysis**: Link attendance with project deadlines, weather, events Dashboard Integration Export data to visualization platforms: Power BI**: Use HTTP Request node to push to streaming dataset Tableau**: Write to database (PostgreSQL, MySQL) via Execute Query node Grafana**: Store in InfluxDB time-series database Custom Dashboard**: Build React app that reads from DailySummary sheet Troubleshooting Common Issues "Could not find node" Ensure all data sources are fetched before Analytics Engine runs Check node names match exactly in $('Node Name').all() syntax "No records found" Verify Date column format is YYYY-MM-DD in Google Sheets Check timezone settings in Schedule Trigger vs. Sheet locale Confirm EmployeeID values match between AttendanceLogs and Employees sheets "Email not sending" Verify SMTP credentials are correct Check if "Critical Alerts?" condition is being met Test email node independently with static data "Slack message failed" Ensure bot is invited to the target channel Verify channel ID format (starts with C, not # symbol) Check bot has chat:write permission scope Performance Optimization Large Datasets (>1000 employees)**: Add pagination in Google Sheets fetch Multiple Departments**: Run parallel branches for each department Historical Analysis**: Schedule separate weekly/monthly summary workflows Reduce API Calls**: Cache employee master data in workflow static data Security Best Practices ✅ Use service account credentials (not personal OAuth) ✅ Restrict sheet access to service account only ✅ Store credentials in n8n credential store (encrypted) ✅ Enable 2FA on all integrated accounts ✅ Audit logs regularly for unauthorized access ✅ Use HTTPS for all external API calls Discover more workflows – Get in touch with us
by Nitin Dixit
Who's it for HR professionals and recruitment teams handling high application volumes Startup founders and hiring managers seeking to scale hiring efficiently Companies wanting consistent, objective candidate evaluation Teams spending 20+ hours per week on manual resume screening What it does Receives job applications automatically via Jotform webhook Downloads and parses resume PDFs using LlamaParse AI extraction Analyzes candidate qualifications with OpenAI GPT-4 (compatibility score, strengths, concerns, technical skills) Routes candidates into three categories based on AI score (1-10 scale) Sends personalized HTML emails: interview invitations for strong candidates (7-10), status updates for moderate (5-6), respectful rejections for weak matches (1-4) Generates detailed HR briefing emails for top candidates with interview questions and focus areas Completes full screening process in under 2 minutes per application How it works Jotform trigger captures new submissions with resume attachments HTTP requests fetch submission data and download PDF files LlamaParse extracts text from resume PDFs with status checking loop OpenAI AI Agent analyzes resume and cover letter, outputs structured JSON assessment JavaScript code parses AI output into usable data fields Switch node routes candidates to appropriate email path based on score Gmail nodes send customized HTML emails to candidates and HR team All processing happens automatically without manual intervention Set up requirements Jotform account** with API key (form fields: name, email, phone, position, start date, interview preference, cover letter, resume upload) LlamaCloud account** with API key for PDF parsing OpenAI API key** with GPT-4o-mini access Gmail OAuth2** credentials for sending emails Estimated setup time: 25-30 minutes Cost: ~$0.05-0.10 per application processed How to customize Email templates**: Replace all placeholders (company name, HR manager, contact details, interview format, social links) AI evaluation**: Edit AI Agent prompt to match your job requirements and scoring criteria Score thresholds**: Adjust Switch node conditions to change candidate category ranges (default: 7+ strong, 5-6 moderate, <5 weak) Additional features**: Add Google Sheets logging, Slack notifications, calendar booking, or ATS integration Branding**: Update HTML email colors, fonts, and styling to match company brand HR notifications**: Change recipient email from default to your HR manager's address
by Jitesh Dugar
Transform new hire onboarding from 3-4 hours of manual document compilation to 3 minutes of automated generation - creates personalized, role-specific document packages including welcome letters, benefits guides, IT setup instructions, and required forms, all branded and delivered with complete tracking. What This Workflow Does Revolutionizes employee onboarding with intelligent document generation, role-based customization, and automated delivery workflows: Webhook-Triggered Generation** - Automatically creates complete onboarding packages when new hires accept offers or from HR system triggers Smart Data Validation** - Verifies employee information, validates email addresses, generates employee IDs, and enriches data with company defaults Role-Based Customization** - Automatically detects job requirements and customizes documents for technical roles, management positions, or sales functions Department-Specific Details** - Populates office floor, dress code, parking assignments, and team information based on department Welcome Letter Generation** - Creates personalized welcome letters with start date details, first-day instructions, manager information, and what to bring Comprehensive Benefits Guide** - Generates detailed enrollment guides covering health insurance, dental, vision, 401(k), PTO, disability, and life insurance options IT Setup Instructions** - Produces role-specific IT guides with equipment lists, software access, network configuration, and security requirements Required Forms Package** - Creates emergency contact forms and direct deposit authorization with signature fields and document checklists Parallel Document Generation** - Simultaneously generates multiple documents for faster processing and efficiency Batch PDF Conversion** - Converts all HTML documents to professional, print-ready PDFs in one workflow execution Organized Drive Storage** - Creates employee-specific folders and archives all documents with systematic naming conventions Document Aggregation** - Collects all generated PDFs and prepares them as email attachments for delivery Automated Email Delivery** - Sends complete onboarding package to new hire with action items and first-day instructions HR System Integration** - Logs document generation, tracks completion status, manages signature requirements, and maintains audit trails Slack Team Notifications** - Alerts HR team when onboarding packages are successfully delivered with employee details Benefits Eligibility Logic** - Automatically determines benefits eligibility based on employment type and calculates enrollment start dates Signature Tracking** - Monitors which forms require signatures and tracks completion deadlines Key Features Intelligent Role Detection**: Automatically identifies technical roles requiring IT equipment, management positions needing leadership training, and sales roles requiring CRM access Equipment Allocation Logic**: Generates different equipment packages based on role (MacBook Pro for developers vs standard laptop for other roles) Employment Type Handling**: Differentiates between full-time, part-time, and contractor status affecting benefits eligibility and documentation Manager Information Auto-Population**: Pulls reporting structure, manager contact details, and department leadership information Benefits Start Date Calculation**: Automatically computes benefits eligibility dates (typically 30 days after start date) with formatted display Office Location Mapping**: Maps departments to specific floors, dress codes, and parking assignments for seamless first-day experience Dynamic Form Generation**: Creates fillable forms with proper spacing, signature lines, and checkbox fields for manual completion Multi-Document Packaging**: Generates 4+ separate documents covering welcome, benefits, IT setup, and compliance requirements Professional HTML Templates**: Beautifully designed documents with company branding, color-coded sections, and modern layouts Document Versioning**: Includes employee ID, generation timestamp, and unique document pack IDs for version control Email Action Items**: Summarizes required actions with deadlines, what to bring on first day, and pre-start preparation checklist Emergency Contact Management**: Collects primary and secondary emergency contacts with full contact information requirements Direct Deposit Authorization**: Provides bank account forms supporting primary and secondary accounts with percentage or fixed amount splits IT Security Compliance**: Documents mandatory security requirements including MFA setup, VPN configuration, and password policies Benefits Options Breakdown**: Details multiple plan options (PPO, HMO, HDHP) with premium costs and coverage comparisons Folder Organization System**: Creates hierarchical folder structure organizing documents by employee ID and full name Perfect For HR Departments** - Streamline new hire paperwork and reduce manual document preparation time Growing Companies** - Scale onboarding processes without proportionally increasing HR headcount Remote-First Organizations** - Deliver complete onboarding packages to distributed employees electronically Compliance-Focused Industries** - Maintain audit trails and ensure all required documentation is generated and tracked Companies with Complex Benefits** - Clearly communicate multiple benefit options with enrollment guidance IT-Heavy Organizations** - Provide detailed technical setup instructions for equipment and system access Multi-Department Enterprises** - Customize onboarding based on department, role, and location requirements Regulated Industries** - Ensure consistent documentation and signature tracking for compliance requirements What You Will Need Required Integrations HTML to PDF API** - PDF conversion service for professional document generation (approximately 1-5 cents per document) Gmail or SMTP** - Email delivery service for sending onboarding packages to new hires Google Drive** - Cloud storage for document archival and HR record-keeping Optional Integrations Slack Webhook** - HR team notifications when onboarding packages are delivered HR Management System** - HRIS integration for automatic logging and status tracking (BambooHR, Workday, ADP) DocuSign/HelloSign** - E-signature integration for digital form completion and signature collection Benefits Administration** - Connect to benefits platforms for enrollment link generation Applicant Tracking System** - Trigger workflow when candidates accept offers (Greenhouse, Lever, Jobvite) Employee Directory** - Sync employee data with directory systems (Okta, Azure AD) Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure PDF Service - Add HTML to PDF API credentials in the Convert to PDF node Setup Gmail - Connect Gmail OAuth2 credentials and update sender email address Connect Google Drive - Add Google Drive OAuth2 credentials and configure base folder path Customize Company Info - Edit validation node with your company name, address, website, and contact details Update HR Contact - Modify HR department name, email, and phone number in enrichment logic Configure Department Info - Adjust department mappings for office floors, dress codes, and parking assignments Customize Benefits - Edit benefits guide with your actual plan options, premiums, and coverage details Set IT Equipment - Modify equipment lists based on actual hardware provided to different roles Update Role Detection - Adjust role-based logic to match your job titles and equipment requirements Configure Email Template - Customize welcome email message with company-specific instructions Add Slack Webhook - Configure Slack notification URL for HR team alerts Test Complete Workflow - Submit sample employee data to verify all documents generate correctly Setup HR System Integration - Replace logging code with actual API calls to your HR platform Customization Options Additional Documents** - Add company policy handbooks, confidentiality agreements, or handbook acknowledgments Multi-Language Support** - Generate documents in multiple languages for international employees Custom Branding** - Add company logos, color schemes, and custom styling to all document templates Conditional Sections** - Show/hide document sections based on employment type, location, or department Variable Pay Structures** - Include salary information, bonus structure, or commission plans in welcome letters Onboarding Schedules** - Generate detailed first-week schedules with meetings, training, and orientation sessions Team Introductions** - Include team member photos, bios, and contact information in welcome packages Location-Specific Content** - Different documents for headquarters vs remote vs international employees Probationary Period Info** - Add probation terms, review schedules, and performance expectations Company Culture Content** - Include mission, values, culture guide, and employee testimonials Video Embeddings** - Add QR codes or links to welcome videos from CEO or department heads Interactive Checklists** - Generate pre-boarding checklists with tasks to complete before start date Equipment Order Forms** - Include forms for employees to select laptop preferences or accessories Background Check Status** - Conditional content based on background check completion Referral Program Info** - Include employee referral program details and bonus structure Expected Results 95% time savings** - Reduce document preparation from 3-4 hours to 3 minutes per employee 100% consistency** - Eliminate errors from manual document creation and ensure brand compliance Same-day delivery** - New hires receive complete packages within minutes of offer acceptance Zero document loss** - Systematic archival prevents missing paperwork or compliance gaps Improved new hire experience** - Professional, organized packages create positive first impression Faster time-to-productivity** - Clear instructions and preparation reduce first-day confusion Reduced HR workload** - Automation frees HR team for strategic onboarding activities Better compliance** - Consistent documentation and tracking meets regulatory requirements Scalable onboarding** - Handle 10x more new hires without additional HR staff Complete audit trail** - Timestamp and track every document generation for compliance reviews Pro Tips Test with Multiple Roles** - Verify role detection logic works correctly for all job titles in your organization Validate Email Delivery** - Ensure onboarding emails don't trigger spam filters with test sends Set Realistic Deadlines** - Give new hires adequate time to review and complete forms before start date Include Document Checklist** - Help new hires track which forms require signatures or return Provide IT Support Contact** - Make sure IT help desk info is accurate and responsive Update Benefits Annually** - Review and refresh benefits content during open enrollment periods Personalize Welcome Messages** - Include hiring manager or team-specific welcome notes when possible Archive Systematically** - Maintain consistent folder structure for easy retrieval and compliance audits Track Form Completion** - Follow up with new hires who haven't returned required documents Gather Feedback** - Survey new hires about onboarding package clarity and usefulness Keep Templates Current** - Regularly review and update document templates with latest policies Add Video Walkthroughs** - Link to video tours of office, parking, and first-day procedures Include FAQ Document** - Answer common new hire questions proactively in package Customize for Remote Workers** - Create alternate documents for fully remote employees Coordinate with Managers** - Notify hiring managers when their new reports receive onboarding packages Business Impact Metrics Track these key metrics to measure workflow success: Document Generation Time** - Average minutes from trigger to package delivery (target: under 5 minutes) HR Productivity Gain** - Hours saved per month on document preparation (typical: 15-20 hours monthly) New Hire Satisfaction** - Survey rating on onboarding package quality and clarity (target: 4.5/5) Form Completion Rate** - Percentage of required forms returned by start date (target: 95%+) Documentation Errors** - Reduction in incorrect or missing information on documents (target: 100% accuracy) Time-to-Productivity** - Days until new hire reaches full productivity (expect 20-30% faster) Compliance Adherence** - Percentage of complete onboarding files meeting regulatory standards (target: 100%) Package Delivery Speed** - Hours between offer acceptance and package receipt (target: same day) First-Day Preparedness** - Percentage of new hires arriving with completed forms (target: 90%+) HR Scalability** - Number of new hires HR can onboard simultaneously without quality loss 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 No coding required for basic setup Fully customizable document templates and content Supports unlimited employees and departments Integrates with major HRIS platforms via API Handles all employment types and role variations Scalable to process multiple onboarding packages simultaneously Ready to transform your employee onboarding process? Import this template and start generating professional, role-specific onboarding packages that delight new hires, ensure compliance, and free your HR team to focus on creating exceptional employee experiences instead of shuffling paperwork!
by Matheus Pedrosa
Workflow Overview This workflow provides a complete, automated post-purchase solution triggered by a successful payment webhook from Abacate Pay. (For international users, think of Abacate Pay as 'the Brazilian Stripe' – a popular and robust payment gateway in Brazil). When a successful payment is registered, this workflow instantly sends a beautiful, responsive HTML confirmation email to the customer and posts a detailed notification to a designated Slack channel. The key feature is its ability to dynamically reward first-time buyers. The workflow checks the customer's purchase history, and if it's their first order, it automatically generates a 10% discount coupon for their next purchase and includes it in the welcome email. Key Features: Webhook Trigger:** Securely listens for successful payment events from Abacate Pay. First-Time Buyer Detection:** Queries past orders to identify new customers. Automatic Coupon Generation:** Creates a unique, single-use discount coupon for new buyers. Dynamic Content:** The email and Slack messages automatically include the coupon details, but only for first-time buyers. Responsive HTML Email:** Sends a professional and mobile-friendly order confirmation. Rich Slack Notifications:** Uses Block Kit for well-formatted, actionable alerts for your team. Centralized Configuration:** A single Configs node makes it easy to manage static variables like company name and tokens. Setup Instructions: Webhook Node: Copy the webhook URL and paste it into your Abacate Pay dashboard for the "payment successful" event (e.g., billing.paid). Configs Node: Open this Set node and fill in your company's information (companyName, companySite, companyEmail) and the token used to validate the webhook requests. HTTP Request Nodes (GetOrders, CreateCustomCoupon): In both nodes, go to the "Authentication" or "Header" section and replace the placeholder Bearer Token with your actual Abacate Pay API key. Send Email Node: Select your email credentials from the dropdown or configure a new account (e.g., SMTP, Gmail). Slack Node: Select your Slack credentials and choose the channel where you want to receive notifications. Activate the Workflow: Save and activate the workflow. It's now ready to process incoming orders! Required Credentials: Abacate Pay API Credentials Email Credentials (e.g., SMTP, SendGrid, Gmail) Slack API Credentials
by Zain Khan
Automated Support Prioritization and AI Task Creation This n8n workflow instantly captures support issues submitted via Jotform and efficiently routes them to the appropriate team and logging system based on the severity level defined by the customer. It then uses an AI Agent (Google Gemini) to transform the raw customer data into a clear, concise, and actionable task for the development team. Workflow Overview Ingestion & Logging: A new support ticket is received via Jotform and immediately logged into a Google Sheet as a central record. Priority Assessment & Routing: An If node checks the reported issue Severity. High/Medium Severity: The ticket details are instantly sent to a dedicated Slack channel for immediate team attention. Low Severity: The ticket details are sent via Gmail (acting as an internal email notification) to a support inbox, allowing for less immediate handling. AI Processing: An AI Agent summarizes the raw feedback into a clear, professional task description. Task Creation: The AI-generated task is automatically created in ClickUp for the development team to manage. Requirements To implement and run this automated support workflow, the following accounts and credentials are required: 1. Service Credentials Jotform API Key:* For the *Jotform Trigger** to receive real-time form submissions. Google Sheets OAuth2/API Key:** To write data to the designated sheet. Slack OAuth2/API Key:** To post messages to the target Slack channel. Gmail OAuth2/API Key:** To send internal email notifications. Google Gemini API Key:* To power the *AI Agent** for task summarization. ClickUp API Key:** To create tasks in the target workspace. Sign up for n8n using: https://n8n.partnerlinks.io/pe6gzwqi3rqw 2. External Configurations Jotform Setup:* A form configured with fields for Name, Email, Issue, Description, and the crucial *Severity** field. Sign up for Jotform using: https://www.jotform.com/?partner=zainurrehman ClickUp Setup:* The specific *Team, Space, Folder, and List IDs* must be configured in the *Create a task** node to ensure tickets are created in the correct project board.
by Amit Kumar
Overview This n8n template automates the entire process of generating short-form AI videos and publishing them across multiple social media platforms. It combines Google Gemini for structured prompt creation, KIE AI for video generation, and Blotato for centralized publishing. The result is a fully automated content pipeline ideal for creators, marketers, agencies, or anyone who wants consistent, hands-free content generation. This workflow is especially useful for short-video creators, meme pages, educational creators, UGC teams, auto-posting accounts, and brands who want to maintain high-frequency posting without manual effort. Good to Know API costs:** KIE AI generates videos using paid tokens/credits. Prices vary based on model, duration, and resolution (check KIE AI pricing). Google Gemini model restrictions:** Certain Gemini models are geo-limited. If you receive “model not found,” the model may not be available in your region. Blotato publishing:** Blotato supports many platforms: YouTube, Instagram, Facebook, LinkedIn, TikTok, X, Bluesky, and more. Platform availability depends on your Blotato setup. Runtime considerations:** Video generation can take time (10–60 seconds+, depending on the complexity). Self-hosted requirement:** This workflow uses a community node (Blotato). Community nodes do not run on n8n Cloud. A self-hosted instance is required. How It Works Scheduler Trigger Defines how frequently new videos should be created (e.g., every 12 hours). Random Template Selector A JavaScript node generates a random number to choose from multiple creative prompt templates. AI Agent (Google Gemini) Gemini generates a JSON object containing: A short title A human-readable video description A detailed text-to-video prompt The Structured Output Parser ensures strict JSON shape. Video Generation with KIE AI The prompt is sent to KIE AI’s video generation API. KIE AI creates a synthetic AI video based on the description and your chosen parameters (aspect ratio, frames, watermark removal, etc.). Polling & Retrieval The workflow waits until the video is fully rendered, then fetches the final video URL. Media Upload to Blotato The generated video is uploaded into Blotato’s media storage for publishing. Automatic Posting to Social Platforms Blotato distributes the video to all connected platforms. Examples include: YouTube Instagram Facebook LinkedIn Bluesky TikTok X Any platform supported by your Blotato account This results in a fully automated “idea → video → upload → publish” pipeline. How to Use Start by testing the workflow manually to verify video generation and posting. Adjust the Scheduler Trigger to fit your posting frequency. Add your API credentials for: Google Gemini KIE AI Blotato Ensure your Blotato account has social channels connected. Edit or expand the prompt templates for your content niche: Comedy clips Educational videos Product demos Storytelling Pet videos Motivational content The more template prompts you add, the more diverse your automated videos will be. Requirements Google Gemini** API Key Used for generating structured titles, descriptions, and video prompts. KIE AI API key** Required for creating the actual AI-generated video. Blotato account** Required for uploading media and automatically posting to platforms. Self-hosted n8n instance** Needed because Blotato uses a community node, which n8n Cloud does not support. Limitations KIE AI models may output inconsistent results if prompts are vague. High-frequency scheduling may consume API credits quickly. Some platforms (e.g., TikTok or Facebook Pages) may require additional permissions or account linking steps in Blotato. Video rendering time varies depending on prompt complexity. Customization Ideas Add more prompt templates to increase variety. Swap Gemini for an LLM of your choice (OpenAI, Claude, etc.). Add a Telegram, Discord, or Slack notification once posting is complete. Store all generated titles, descriptions, and video URLs in: Google Sheets Notion Airtable Supabase Add multi-language support using a translation node. Add an approval step where videos go to your team before publishing. Add analytics logging (impressions, views, etc.) using Blotato or another service. Troubleshooting Video not generating?** Check if your KIE AI model accepts your chosen parameters. Model not found?** Switch to a supported Gemini model for your region. Publishing fails?** Ensure Blotato platform accounts are authenticated. Workflow stops early?** Increase the wait timeout before polling KIE AI. This template is designed for easy setup and high flexibility. All technical details, configuration steps, and workflow logic are already included in sticky notes inside the workflow. Once configured, this pipeline becomes a hands-free AI-powered content engine capable of generating and publishing content at scale.
by Budi SJ
This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Multi Platform Content Generator from YouTube using AI & RSS This workflow automates content generation by monitoring YouTube channels, extracting transcripts via AI, and creating platform-optimized content for LinkedIn, X/Twitter, Threads, and Instagram. Ideal for creators, marketers, and social media managers aiming to scale content production with minimal effort. ✨ Key Features 🔔 Automated YouTube Monitoring** via RSS feed 🧠 AI-Powered Transcript Extraction** using Supadata API ✍️ Multi-Platform Content Generation** with OpenRouter AI 🎯 Platform Optimization** based on tone and character limits 📬 Telegram Notification** for easy preview 📊 Centralized Data Management via Google Sheets** > 🗂️ All video data, summaries, and generated content are tracked and stored in a single, centralized Google Sheets template > This ensures full visibility, easy access, and smooth collaboration across your team. ⚙️ Workflow Components 1. 🧭 Channel Monitoring Schedule Trigger**: Initiates workflow periodically Google Sheets (Read)**: Pulls YouTube channel URLs HTTP Request + HTML Parser**: Extracts channel IDs from URLs RSS Reader**: Fetches latest video metadata 2. 🧾 Content Processing Supadata API**: Extracts transcript from YouTube video OpenRouter AI**: Summarizes transcript + generates content per platform Conditional Check**: Prevents duplicate content by checking existing records 3. 📤 Multi-Platform Output LinkedIn**: Story-driven format (≤ 1300 characters) X/Twitter**: Short, punchy copy (≤ 280 characters) Threads**: Friendly, conversational Instagram**: Short captions for visual posts 4. 🗃️ Data Management Google Sheets (Write)**: Stores video metadata + generated posts Telegram Bot**: Sends content preview ID Tracking**: Avoids reprocessing using video ID 🔐 Required Credentials Google Sheets OAuth2** Supadata API** OpenRouter API** Telegram Bot Token & Chat ID** 🎁 Benefits ⌛ Save Time**: Automates transcript + content generation 🔊 Consistent Tone**: Adjust AI prompts for brand voice 📡 Multi-Platform Ready**: One video → multiple formats 📂 Centralized Logs via Google Sheets**: Easily track, audit, and collaborate 🚀 Scalable**: Handle many channels with ease
by Gilbert Onyebuchi
Automatically turn your Google Calendar into a fully-automated notification system with email alerts, SMS reminders, and a live performance dashboard - all powered by n8n. This automation helps you never miss an event, while giving you clear visibility into what notifications were sent, when, and how reliably they ran. What This Automation Does This solution is built as 4 connected workflows that run on a schedule and work together: 1. Daily Email Summary (Morning) Every morning, the workflow: Reads today’s events from Google Calendar Formats them into a clean email Sends a daily schedule summary via Mailchimp or SendGrid 2. Daily SMS Summary Shortly after, it: Sends a concise SMS overview of today’s meetings using Twilio 3. 15-Minute Event Reminders Before each event: Sends an individual SMS reminder Skips all-day events automatically 4. Weekly Schedule Preview Every Sunday: Sends a week-ahead summary so you can plan in advance Live Reporting & Dashboard All workflow activity is logged automatically into Google Sheets, which powers a real-time analytics dashboard showing: Number of notifications sent Success vs failure rates Daily and weekly execution stats Visual charts powered by Chart.js No manual tracking needed, everything updates automatically. How the Workflow Is Structured The automation is grouped into 3 clear sections: Section 1: Calendar Data Collection Pulls events from Google Calendar Filters relevant meetings Prepares clean event data Section 2: Notifications & Messaging Formats emails and SMS messages Sends reminders and summaries Handles scheduling logic Section 3: Logging & Reporting Saves every execution to Google Sheets Updates daily stats automatically Feeds the live dashboard SUPPORT & FEEDBACK Questions or issues? Connect with me on LinkedIn Want to see it in action? Try the live report demo: Click here