by Oneclick AI Squad
📚 Automated School Fee Reminder Workflow with Payment Link Automatically sends fee reminders (via email and WhatsApp) to parents with secure payment links, 3 days before the due date. 🔧 Main Components Daily Fee Check – 8 AM** Scheduled trigger that starts the workflow daily at 8 AM. Read Pending Fees** Fetches student fee records from an Excel sheet (using getAll method). Process Fee Reminders** Filters records to find pending fees due within the next 3 days. Prepare Email Reminder** Generates personalized email messages with payment links. Wait for Email Preparation** Adds delay/wait condition for email logic readiness. Send Email Reminder** Sends the fee reminder email with a secure payment link to the parent. Prepare WhatsApp Reminder** Generates WhatsApp-friendly messages with fee and payment details. Wait for WhatsApp Preparation** Waits for WhatsApp message logic to complete. Send WhatsApp Message** Sends the message to the parent’s WhatsApp number using a message API. Update Reminder Status** Updates the Excel file to mark reminders as sent to avoid duplicates. 🧩 Channels Used 📧 Email – with personalized payment link 💬 WhatsApp – formatted reminder message 🔐 Payment Integration Secure payment links are auto-generated per student to enable direct and safe online fee payments. ✅ Essential Prerequisites Excel sheet with fee records (student_fee_data.xlsx) SMTP credentials for sending email WhatsApp API or provider integration (like Twilio or Gupshup) Access to a payment gateway or service for link generation File storage access to update reminder status in Excel 📁 Required Excel File Structure (student_fee_data.xlsx) | Student ID | Name | Email | Phone | Fee Due Date | Amount | Reminder Sent | | ---------- | ---- | ----- | ----- | ------------ | ------ | ------------- | 🧾 Expected Input Format Example { "studentId": "ST123", "name": "Ria Mehta", "email": "ria.mehta@example.com", "phone": "+919123456789", "dueDate": "2025-08-10", "amount": "₹5000", "reminderSent": "No" } 🚀 Key Features ⏰ Scheduled Daily Execution – Fully automated at 8 AM 🧮 Due-Date Filtering – Only targets fees due in the next 3 days 💬 Multi-Channel Notifications – Sends reminders via both Email and WhatsApp 🔗 Secure Payment Links – Auto-generated for each student 🔄 Reminder Tracking – Prevents duplicate reminders by updating status ⚙️ Quick Setup Guide Import Workflow JSON into your n8n instance. Configure schedule in the “Daily Fee Check” node (default: 8 AM). Set Excel file path in the “Read Pending Fees” node. Update your fee processing logic in the “Process Fee Reminders” node. Add email credentials in the “Send Email Reminder” node. Integrate WhatsApp provider API in the “Send message” node. Define how you generate secure payment links. Test with sample data and activate workflow. 🛠️ Parameters to Configure | Parameter | Description | | ------------------ | ------------------------------------------ | | excel_file_path | Path to the fee tracking Excel file | | smtp_host | SMTP server for sending email reminders | | smtp_user | Email username | | smtp_password | Email password | | whatsapp_api_key | WhatsApp API key for sending messages | | payment_api_url | URL for generating payment links | | admin_email | (Optional) Admin email for error reporting |
by lin@davoy.tech
Gold Price Alert This workflow template, "Gold Price Alert," is designed to monitor gold prices at regular intervals and send real-time notifications via LINE when the price exceeds a specified threshold. By leveraging the power of web scraping and automated alerts, this template ensures you stay informed about significant changes in gold prices without manual intervention. Whether you're an investor, trader, or simply someone interested in tracking gold prices, this workflow provides a reliable and customizable solution for staying updated. Who Is This Template For? Investors & Traders: Who want to monitor gold prices and receive alerts when the price reaches a specific threshold. Financial Analysts: Looking for automated tools to track commodity prices. Businesses: Operating in industries where gold prices impact operations or profitability. Automation Enthusiasts: Seeking to build workflows that combine web scraping, data processing, and messaging platforms. What Problem Does This Workflow Solve? Tracking gold prices manually can be time-consuming and prone to oversight, especially if you’re monitoring multiple sources or need alerts for specific thresholds. This workflow solves that problem by: Automatically checking gold prices every 6 hours using a schedule trigger. Extracting the latest price from a trusted source (e.g., Gold Traders Association ). Sending instant notifications via LINE when the price exceeds a predefined threshold (e.g., 52,300 THB). Reducing the need for constant manual checks while ensuring timely updates. What This Workflow Does 1) Scheduled Trigger: The workflow is triggered every 6 hours to check the current gold price. 2) Fetch Webpage Content: It retrieves the HTML content of the webpage displaying the latest gold prices. 3) Extract Price Data: Using CSS selectors, the workflow extracts the relevant price data (e.g., buying price) from the HTML content. 4) Filter Prices: The extracted price is converted into a numeric format and compared against a predefined threshold (e.g., 52,300 THB). Alerts are only sent if the price exceeds this value. 5) Send Notification via LINE: If the condition is met, the workflow sends a notification to your LINE account with the current gold price. Setup Guide Pre-Requisites Access to the LINE Developers Console to configure your API Access Token Basic knowledge of HTML and CSS selectors for extracting data from webpages. Familiarity with n8n workflows and JSON formatting. Step-by-Step Setup 1) Configure the Schedule Trigger: Set the interval to 6 hours or adjust it based on your preference. 2) Set Up Webpage Fetching: Update the URL in the HTTP Request node to point to the webpage containing the gold price data. 3) Extract Price Data: Use the HTML Extractor node to specify the CSS selector for the price element (e.g., #DetailPlace_uc_goldprices1_lblBLBuy). 4) Set Price Threshold: Modify the threshold value in the If node to match your desired alert level (e.g., 52,300 THB). 5) Configure LINE Push API: Replace the placeholder to field in the Send Line Message node with your LINE user ID to ensure notifications are sent to the correct account. Test the Workflow: Run the workflow manually to verify that it fetches the price, evaluates the condition, and sends notifications correctly. How to Customize This Workflow to Your Needs Change the Interval: Adjust the schedule trigger to check prices more or less frequently (e.g., hourly or daily). Monitor Multiple Prices: Extend the workflow to extract and compare additional price points (e.g., selling price, international rates). Integrate Other Platforms: Replace the LINE notification with integrations for Telegram, email, or SMS. Expand Use Cases: Adapt the workflow to track other commodities or financial indicators by modifying the webpage URL and CSS selectors. Why Use This Template? Real-Time Alerts: Stay informed about significant changes in gold prices without manual intervention. Customizable Thresholds: Set your own price thresholds to receive alerts tailored to your needs. Easy Integration: Seamlessly integrates with LINE for quick setup and minimal maintenance. Scalable: Easily extend the workflow to monitor multiple data points or integrate with other platforms.
by Juan Carlos Cavero Gracia
This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Description This automation template is designed for content curators, marketers, and anyone looking to supercharge their content sharing strategy. It transforms any web article, blog post, or news link into a series of platform-specific social media posts, generated by AI. It also captures a live screenshot of the webpage to use as the post image, automating the entire process of publishing them across X (Twitter), LinkedIn, Threads, and Reddit. Note: The default example is configured to share n8n templates, but this workflow can promote any web page, article, or news story. Just change the URL! The upload-post node only works for self-hosted n8n instances, but you can use the standard http node for uploading the content* Who Is This For? Content Curators & Marketers:** Effortlessly share valuable industry news and articles with tailored messages and visuals for each audience. Social Media Managers:** Keep your social feeds consistently active with relevant, high-quality content without the manual overhead. Community Builders & Brand Evangelists:** Quickly disseminate product updates, tutorials, and blog posts to your community on all relevant platforms. Professionals & Thought Leaders:** Build your personal brand by easily sharing insightful articles with automated visuals, adding your unique perspective. What Problem Does This Workflow Solve? Sharing a single piece of content across multiple social platforms is tedious. You need to manually write unique posts, create visuals, and then publish everything. This workflow addresses these challenges by: Automating Content Creation:** Uses a powerful AI agent (Google Gemini) to read any URL and write compelling, unique posts for each social network. Generating Visuals Automatically:** Captures a high-quality screenshot of the source webpage to use as a visually appealing image in your posts, increasing engagement. Ensuring Platform-Specific Tone:** The AI is instructed to generate professional posts for LinkedIn, concise threads for X, conversational updates for Threads, and community-focused posts for Reddit. One-Click Distribution:** Takes a single URL as input and handles the entire content creation and sharing process across multiple platforms automatically. How It Works Input a URL: In the "Set Input Data" node, simply paste the URL of the article or page you want to share. AI Analysis & Generation: The workflow sends the URL to the AI agent, which scrapes the content and generates four distinct, ready-to-publish posts. Screenshot Generation: At the same time, it uses the ScreenshotOne service to capture a high-quality image of the provided URL. Cross-Platform Publishing: The generated content and the screenshot are automatically sent to the corresponding nodes to be posted on X, LinkedIn, and Threads, while the text-only version is sent to Reddit. Setup AI Model Credentials: Add your Google Gemini API key to the Google Gemini Chat Model node to power the AI agent. Screenshot Service (ScreenshotOne): The workflow uses ScreenshotOne to generate images for your posts. Create a free account at screenshotone.com to get your own API key. The free plan includes 100 screenshots per month. In the Upload Post X, Upload Post LinkedIn, and Upload Post Threads nodes, go to the Photos parameter (under Additional Fields) and replace the existing access_key in the URL with your own. Upload-Post Account: This workflow uses upload-post.com for multi-platform posting. Create a free account at upload-post.com to get your API Token and User ID. Add the credentials in the Upload Post X, Upload Post LinkedIn, and Upload Post Threads nodes. Reddit Credentials: Connect your Reddit account using OAuth2 in the Reddit node to enable posting. Customize the AI: (Optional) Edit the prompt in the Social Media Agent node to match your content. The default prompt is optimized for sharing n8n templates, but you can easily adapt it for any topic to fit your brand's voice and style. Requirements Accounts:** n8n, Google (for Gemini API), ScreenshotOne, upload-post.com, Reddit. API Keys & Credentials:** Google Gemini API Key, ScreenshotOne API Key, Upload-post.com API Token & User ID, Reddit OAuth2 credentials. Use this template to become a content-sharing powerhouse, saving hours of work while increasing your reach and engagement across the web.
by Roger Filomeno
Introduction: This workflow template helps you determine if a Twitch user's stream is currently live or offline. Setup Instructions: The Document node holds the sample Twitch username you wish to check, you may adapt it in your workflow by replacing this with a chain that contains the Twitch username you want to check. This value is passed to the GraphQL node query as $('Document').item.json.twitch so make sure to change this based on your workflow. How it Works: The important nodes here are the GrapQL and IF nodes. The GrapQL queries the Twitch API, and then the output returns a document with the stream property. The IF node then checks if this property has a value, if null means the user is offline, otherwise the user is online or live. Common Use Cases: You can use this with other workflow templates to post live stream alerts to Twitter/X, Bluesky, and Discord via webhooks, etc to notify your community to join youR stream. You may also use an LLM node to write a custom alert based on the value of property title How to adjust this template If you want to check a list of Twitch channels, you can simply exchange the Document set node in the beginning with your list of channels. For more information on the GraphQL output please see the official Twitch API documentation: Get Streams
by Raymond Camden
This n8n template demonstrates how to add a document conversion process to incoming Word documents in a OneDrive folder. Documents are converted to PDF and emailed to a reviewer. Use cases would be environments where incoming documents are dropped into cloud storage and a human needs to review them. By converting to PDF, it becomes easier to read in a consistent format in the browser. How it works Listen for new files added in a OneDrive folder, identified by an ID Download the bits of the new document if the file was a Micrsoft Word document (the API I'm using can convert any Office document, but wanted to start simple) Upload to Foxit's API service, convert to PDF, and download when done Use GMail to mail the PDF to a human reviewer. How to use You'll need to determine a OneDrive folder ID to monitor, or select an entire account instead, just be careful when testing. When the workflow is done, it emails to myself, so please connect your own GMail and set a preferred email address for testing. Requirements A Microsoft OneDrive account Foxit developer account (https://developer-api.foxit.com) A Gmail account At least one Word document - we all have that, right? Next Steps This workflow could be modified to work with any Office style document, and could also upload the PDF version back to OneDrive.
by M Sayed
The Problem 😫 Tired of manually logging every coffee and cab ride? Stop wrestling with spreadsheets! This template automates your expense tracking so you can manage your finances effortlessly. It's perfect for freelancers, small business owners, and anyone who wants a simple, chat-based way to track spending. How It Works ✨ Just send a message to your personal Telegram bot like "5 usd for coffee with my card" and this workflow will automatically: 📲 Get your message from Telegram. 🤖 Use AI to understand the amount, category, currency, and payment method. 💱 Convert currencies automatically using live exchange rates. ✍️ Log everything neatly into a new row in your Google Sheet. 🛠️ Quick Setup Guide Google Sheets 📝 Create a new Google Sheet. Make sure your first row has these exact column names: date, amount, category, description, user_id, payment_method, currency, exchange_rate, amount_converted Copy the Sheet ID from the browser's URL bar. Telegram Bot 🤖 Chat with @BotFather on Telegram, use the /newbot command, and get your API Token. Chat with @userinfobot to get your personal Chat ID. n8n Workflow 🔗 Add your credentials for Google Sheets, Telegram, and your AI model. Paste your Chat ID into the Telegram Trigger node. Paste your Sheet ID into the Append row in sheet node. Activate the workflow and start tracking! ✅
by Intuz
This n8n template from Intuz provides a complete and automated solution for real-time financial reporting. It instantly syncs new QuickBooks invoices to Google Sheets, using specific invoice data or keywords as triggers to ensure your financial records are always accurate and up-to-date. It uses a webhook to capture every new or updated invoice and logs the essential details into a designated Google Sheet. Perfect for creating custom reports, data backups, or a real-time dashboard of your accounts receivable. Use Cases Financial Reporting:** Create a simple, shareable Google Sheet for team members who don't have QuickBooks access. Data Backup:** Maintain a secure, independent log of all your invoices outside of the QuickBooks ecosystem. Custom Dashboards:** Use the Google Sheet as a data source for tools like Google Data Studio or Grafana to build custom financial dashboards. Auditing:** Easily track the history and status of all invoices in a simple, searchable spreadsheet format. How it Works 1. Instant Webhook Trigger: The workflow activates the moment an invoice is created or updated in QuickBooks. The QuickBooks webhook sends a notification to n8n, kicking off the process in real time. 2. Fetch Full Invoice Details: The initial webhook notification only contains the invoice ID. This node uses that ID to make a call back to the QuickBooks API and retrieve the complete invoice data, including customer name, due date, and more. 3. Format Key Data: A simple Code node cleans up the data fetched from QuickBooks. It extracts only the fields you need—ID, Domain, Customer Name, and Due Date—and structures them perfectly for the next step. 4. Append or Update in Google Sheets: The final node connects to your Google Sheet and uses the powerful "Append or Update" operation. If the ID of the invoice doesn't exist in the sheet, it adds a new row. If the ID already exists, it updates the existing row with the latest information. This ensures your Google Sheet is always a perfect mirror of your QuickBooks invoice data, preventing duplicates and keeping everything current. Setup Instructions For this workflow to run successfully, follow these setup steps: 1. Credentials: QuickBooks: Connect your QuickBooks account credentials to n8n. Google: Connect your Google account using OAuth2 credentials. Ensure the Google Sheets and Google Drive APIs are enabled. 2. QuickBooks Webhook Configuration: Activate the workflow. Copy the Production URL from the Webhook node. In your Intuit Developer Portal, go to the webhooks section for your app. Paste the URL and subscribe to Invoice events (e.g., Create, Update). 3. Google Sheet Setup: Create a Google Sheet for your invoice data. Crucially, create the following headers in the first row of your sheet: -ID -Domain -Customer Name -Due Date 4. Node Configuration: In the Append or update row in sheet node, select your Google Sheet document and the specific sheet name from the dropdown lists. The columns should map automatically if you've set up the headers correctly. Connect with us Website: https://www.intuz.com/cloud/stack/n8n Email: getstarted@intuz.com LinkedIn: https://www.linkedin.com/company/intuz Get Started: https://n8n.partnerlinks.io/intuz
by Rahul Joshi
Description: Automate your AI newsletter creation and delivery using this ready-to-deploy n8n workflow template. Powered by GPT (OpenAI/Azure) and integrated with Gmail, this workflow generates rich, structured, and engaging AI-focused newsletters and sends them out daily or weekly—completely hands-free. What It Does: 📰 Fetches the latest AI trends and updates using GPT ✍️ Automatically formats news into structured newsletter sections: headlines, tools, stats, tips, and more 📧 Sends HTML email newsletters via Gmail 🕘 Runs automatically at your chosen schedule (default: 9 AM daily) Setup Includes: Connect your OpenAI or Azure GPT API Add Gmail SMTP or OAuth credentials Customize categories, schedule, and email styling Perfect for: Tech bloggers, content marketers, AI influencers, and automation enthusiasts who want to send curated AI content to their audience without manual effort.
by Tharwat Mohamed
💡 What It Is SmartReserve is a flexible, automated Telegram chatbot built in n8n that allows users to request and confirm reservations for any kind of resource—training sessions, equipment, appointments, event slots, or more. It connects with Google Sheets for live availability tracking and automatically sends confirmation emails to your users. ⚙️ How It Works Telegram Chatbot Interface Users interact with a friendly bot to submit their reservation request. The bot collects: Date Name Email Resource / Service Start Time & End Time Final confirmation All in one seamless message. Conflict-Free Booking System The bot checks your existing reservation sheet to avoid time overlaps before confirming. Google Sheets Integration Two spreadsheets are used: Resource Info: Define available services, resources, or assets. Reservation Log: Store confirmed reservations in structured rows. Confirmation via Email Once a reservation is accepted, the bot sends a detailed confirmation email to the user. 🚀 Setup Steps Import the n8n Workflow Use the provided .json template inside your n8n workspace. Create Your Google Sheets Sheet 1: Resource Info (e.g., rooms, courts, sessions, etc.) Sheet 2: Reservation Log with these headers: CopyEditDate | Name | Email | Resource | Start Time | End Time | Status Set Telegram Bot Token Create a Telegram bot and paste the token into n8n credentials. Connect Google Sheets Add your Google account to n8n and allow spreadsheet access. Customize for Your Use Case Rename “Resource” to anything (e.g., Room, Coach, Equipment). Edit confirmation text and branding inside the “Set” and “Email” nodes. Go Live! Enable the workflow, and you’re ready to accept real-time reservations. 📦 What You Get ✅ One-click Telegram reservation system ✅ Conflict checker with Google Sheets ✅ Auto email confirmation ✅ User-friendly one-shot data collection ✅ Fully editable & extendable workflow ✅ Future updates and support options 🙋 Need Help Setting It Up? If you'd like help customizing or deploying this workflow, I offer quick setup assistance and extended support.📧 Contact: tharwat.elsayed.hamad@gmail.com 💬 Whatsapp: +201061803236 Whether you're setting it up for your team, your club, or your business—I’m here to help!
by David Olusola
AI Lead Capture System - Complete Setup Guide Prerequisites n8n instance (cloud or self-hosted) Google AI Studio account (free tier available) Google account for Sheets integration Website with chat widget capability Phase 1: Core Infrastructure Setup Step 1: Set Up Google AI Studio Go to Google AI Studio Create account or sign in with Google Navigate to "Get API Key" Create new API key for your project Copy and securely store the API key Free tier limits: 15 requests/minute, 1 million tokens/month Step 2: Configure Google Sheets Create new Google Sheet for lead storage Add column headers (exact names): Full Name Company Name Email Address Phone Number Project Intent/Needs Project Timeline Budget Range Preferred Communication Channel How they heard about DAEX AI Copy the Google Sheet ID from URL (between /d/ and /edit) Ensure sheet is accessible to your Google account Step 3: Import n8n Workflow Open your n8n instance Create new workflow Click "..." menu → Import from JSON Paste the provided workflow JSON Workflow will appear with all nodes connected Phase 2: Credential Configuration Step 4: Set Up Google Gemini API In n8n, go to Credentials → Add Credential Search for "Google PaLM API" Enter your API key from Step 1 Test connection Link to the "Google Gemini Chat Model" node Step 5: Configure Google Sheets Access Go to Credentials → Add Credential Select "Google Sheets OAuth2 API" Follow OAuth flow to authorize your Google account Test connection with your sheet Link to the "Google Sheets" node Phase 3: Workflow Customization Step 6: Update Company Information Open the AI Agent node In the system message, replace all mentions of: Company name and description Service offerings and specializations FAQ knowledge base Typical project timelines and pricing ranges Adjust conversation tone to match your brand voice Step 7: Configure Lead Qualification Fields In the AI Agent system message, modify the required information list: Add/remove qualification questions Adjust budget ranges for your services Customize timeline options Update communication channel preferences In Google Sheets node, update column mappings if you changed fields Step 8: Set Up Sheet Integration Open Google Sheets node Click on Document ID dropdown Select your lead capture sheet Verify all column mappings match your sheet headers Test with sample data Phase 4: Website Integration Step 9: Get Webhook URL Open Webhook node in n8n Copy the webhook URL (starts with your n8n domain) Note: URL format is https://your-n8n-domain.com/webhook/[unique-id] Step 10: Connect Your Chat Widget Choose your integration method: Option A: Direct JavaScript Integration javascript// Add to your website function sendMessage(message, sessionId) { fetch('YOUR_WEBHOOK_URL', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ message: message, sessionId: sessionId || 'visitor-' + Date.now() }) }) .then(response => response.json()) .then(data => { // Display AI response in your chat widget displayMessage(data.message); }); } Option B: Chat Platform Webhook Open your chat platform settings (Intercom, Crisp, etc.) Find webhook/integration section Add webhook URL pointing to your n8n endpoint Configure to send message and session data Option C: Zapier/Make.com Integration Create new Zap/Scenario Trigger: New chat message from your platform Action: HTTP POST to your n8n webhook Map message content and session ID Phase 5: Testing & Optimization Step 11: Test Complete Flow Send test message through your chat widget Verify AI responds appropriately Check conversation context is maintained Confirm lead data appears in Google Sheets Test with various conversation scenarios Step 12: Monitor Performance Check n8n execution logs for errors Monitor Google Sheets for data quality Review conversation logs for improvement opportunities Track response times and conversion rates Step 13: Fine-Tune Conversations Analyze real conversation logs Update system prompts based on common questions Add new FAQ knowledge to the AI agent Adjust qualification questions based on lead quality Optimize for your specific customer patterns Phase 6: Advanced Features (Optional) Step 14: Add Lead Scoring Create new column in Google Sheets for "Lead Score" Update AI agent to calculate scores based on: Budget range (higher budget = higher score) Timeline urgency (sooner = higher score) Project complexity (complex = higher score) Add conditional formatting in Google Sheets to highlight high-value leads Step 15: Set Up Notifications Add email notification node after Google Sheets Configure to send alerts for high-priority leads Include lead details and conversation summary Set up different notification rules for different lead scores Step 16: Analytics Dashboard Connect Google Sheets to Google Data Studio or similar Create dashboard showing: Daily lead volume Conversion rates by source Average qualification time Lead quality scores Revenue pipeline from captured leads Troubleshooting Common Issues AI Not Responding Check Google Gemini API key validity Verify API quota not exceeded Review n8n execution logs for errors Data Not Saving to Sheets Confirm Google Sheets permissions Check column name matching Verify sheet ID is correct Chat Widget Not Connecting Test webhook URL directly with curl/Postman Verify JSON format matches expected structure Check CORS settings if browser-based integration Conversation Context Lost Ensure sessionId is unique per visitor Check memory node configuration Verify sessionId is passed consistently
by Mirajul Mohin
This workflow contains community nodes that are only compatible with the self-hosted version of n8n. What this workflow does Monitors Google Drive for new driver license image uploads Downloads and processes images using VLM Run AI OCR Extracts key information including license number, name, DOB, and dates Saves structured data to Google Sheets for instant access Setup Prerequisites: Google Drive account, VLM Run API credentials, Google Sheets access, self-hosted n8n. You need to install VLM Run community node Quick Setup: Configure Google Drive OAuth2 and create license upload folder Add VLM Run API credentials Set up Google Sheets integration for data storage Update folder/sheet IDs in workflow nodes Test with sample license images and activate Perfect for Customer onboarding and identity verification KYC compliance and document processing HR employee verification and record keeping Insurance claim processing and validation Any business requiring license data extraction Key Benefits Asynchronous processing** handles high-resolution images without timeouts Multi-format support** for JPG, PNG, PDF, HEIC, WebP formats Structured data output** ready for databases and integrations Eliminates manual entry** saving hours of data input time High accuracy OCR** with multi-state license support How to customize Extend by adding: Address and additional field extraction Data validation and error checking Integration with CRM or customer databases Email notifications for processing completion Audit trails and compliance reporting Duplicate detection and data deduplication This workflow transforms manual license data entry into an automated, accurate, and compliant process, making identity verification seamless and reliable for your business operations.
by Kevin
Monitor Postgres Data Freshness and Email Alert If Stale This template monitors a set of tables inside a Postgres database to ensure they're getting updated. If the table hasn't been updated in 3 days (configurable), an email alert is sent containing the tables that are stale. Requirements You must have a Postgres database containing one or more tables that you'd like to monitor. Each table to monitor must have a date or timestamp column that tracks when data was pushed. For example, this might be: A timestamp column if your table holds event/timeseries data A last_updated column if your rows are expected to be modified Usage Use this template Add your Postgres and email credentials Adjust the Produce tables + date columns node to produce pairs of [table, date_column] that should be monitored for freshness 💁♂️ Note that a timestamp column also works (Optional) Adjust the Remove fresh tables node for your desired staleness window (default is 3 days, but you can adjust as you please) (Optional) Customize the Send alerts node to call whichever alerting workflow you please (I recommend my alerting workflow for easiest plug-and-play) How it works This template works by: Pulling the most recent row for each table Calculating how out-of-date each table is, in days Dropping fresh tables that have been updated within the past 3 days Sending an email alert with the stale tables that haven't been updated within the past 3 days