Workflow Templates

This n8n template from Intuz provides a complete and automated solution for hyper-personalized email outreach. It powerfully combines AI with Gmail and Google Sheets, using specific keywords and prospect data to automatically craft unique, compelling email content that boosts engagement and secures more replies. Instead of manually replying to every lead or inquiry, this template does the heavy lifting for you, ensuring every response is relevant, thoughtful, and timely. It reads each person's unique inquiry, uses OpenAI to craft a perfectly tailored and human-like response, and sends it directly from your Gmail account. Ideal for sales, marketing, and customer support teams looking to boost engagement and save hours of manual work. Use Cases: Sales Teams: Instantly follow up with new leads from your website's contact form with a personalized touch. Customer Support: Provide initial, intelligent responses to support tickets, answering common questions or acknowledging receipt of a complex issue. Marketing Automation: Nurture leads by responding to content downloads or webinar sign-ups with relevant, non-generic information. Founders & Solopreneurs: Manage all incoming business inquiries (partnerships, media, etc.) efficiently without sacrificing quality. How It Works: Trigger the Flow (Manual): Start the automation whenever you're ready to process a new batch of inquiries from your sheet. Fetch Inquiries from Google Sheets: The workflow connects to your specified Google Sheet and reads each row. It pulls the contact's First Name, Email ID, the Inquiry Intent (e.g., "Demo Request," "Pricing Inquiry"), and the full text of their Original Inquiry. Sync Your Signature: Before writing the email, an HTTP Request node dynamically fetches your display name from your Gmail account settings. This ensures the signature in the generated email (Thanks, {{Your Name}}) is always accurate. Craft a Hyper-Personalized Reply with AI: It uses this context to generate a high-quality, professional, and friendly email reply in HTML format. For example: If the intent is "Technical Support," the AI will generate a helpful, empathetic response addressing the technical issue. If the intent is "Partnership Proposal," it will draft a professional reply acknowledging the proposal and outlining the next steps. Send via Gmail: The final node takes the AI-generated message, adds a relevant subject line (e.g., "Re: Your Demo Request"), and sends it directly to the contact's email address from your connected Gmail account. This process loops for every single row in your Google Sheet, turning a list of names into a series of meaningful conversations. Setup Instructions: To get this workflow running, you'll need to configure a few things: Credentials: Google: Connect your Google account via OAuth2 and ensure you have enabled access for Google Sheets, Google Drive, and Gmail. OpenAI: Add your OpenAI API key as a credential. Google Sheet Setup: Create a Google Sheet with the following exact column headers: -First Name -Email ID -Inquiry Intent (A short category like "Demo Request", "Billing Issue", etc.) -Original Inquiry (The full text of the email or message you received). Node Configuration: Get row(s) in sheet: Select your Google Sheet document and the specific sheet name. Message a model (OpenAI): Choose your preferred OpenAI model (e.g., gpt-4-turbo, gpt-3.5-turbo). HTTP Request & Send Personalized emails: These nodes should automatically use your configured Gmail credentials. No changes are typically needed. 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

📚 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 |

How it works This template launches your very first AI Agent —an AI-powered chatbot that can do more than just talk— it can take action using tools. Think of an AI Agent as a smart assistant, and the tools are the apps on its phone. By connecting it to other nodes, you give your agent the ability to interact with real-world data and services, like checking the weather, fetching news, or even sending emails on your behalf. This workflow is designed to be the perfect starting point: The Chat Interface:** A Chat Trigger node provides a simple, clean interface for you to talk to your agent. The Brains:** The AI Agent node receives your messages, intelligently decides which tool to use (if any), and formulates a helpful response. Its personality and instructions are fully customizable in the "System Message". The Language Model:* It uses *Google Gemini** to power its reasoning and conversation skills. The Tools:** It comes pre-equipped with two tools to demonstrate its capabilities: Get Weather: Fetches real-time weather forecasts. Get News: Reads any RSS feed to get the latest headlines. The Memory:** A Conversation Memory node allows the agent to remember the last few messages, enabling natural, follow-up conversations. Set up steps Setup time: ~2 minutes You only need one thing to get started: a free Google AI API key. Get Your Google AI API Key: Visit Google AI Studio at aistudio.google.com/app/apikey. Click "Create API key in new project" and copy the key that appears. Add Your Credential in n8n: On the workflow canvas, go to the Connect your model (Google Gemini) node. Click the Credential dropdown and select + Create New Credential. Paste your API key into the API Key field and click Save. Start Chatting! Go to the Example Chat node. Click the "Open Chat" button in its parameter panel. Try asking it one of the example questions, like: "What's the weather in Paris?" or "Get me the latest tech news." That's it! You now have a fully functional AI Agent. Try adding more tools (like Gmail or Google Calendar) to make it even more powerful.

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! ✅

This n8n workflow demonstrates how to build a simple uptime monitoring service using scheduled triggers. Useful for webmasters with a handful of sites who want a cost-effective solution without the need for all the bells and whistles. How it works Scheduled trigger reads a list of website urls in a Google Sheet every 5 minutes Each website url is checked using the HTTP node which determines if the website is either in the UP or DOWN state. An email and Slack message are sent for websites which are in the DOWN state. The Google Sheet is updated with the website's state and a log created. Logs can be used to determine total % of UP and DOWN time over a period. Requirements Google Sheet for storing websites to monitor and their states Gmail for email alerts Slack for channel alerts Customising the workflow Don't use Google Sheets? This can easily be exchanged with Excel or Airtable.

Description This n8n workflow enables users to send an image to a Telegram bot and receive the extracted text using Tesseract OCR (via the n8n-nodes-tesseractjs Community Node). It's a quick and straightforward way to convert images into readable text directly through chat. How it Works The workflow listens for new image messages coming in via the Telegram bot. Once an image is received, it downloads the image file from Telegram (which initially arrives as application/octet-stream). The image data, now properly identified, is then sent to the Tesseract OCR node to extract the text. Finally, the recognized text is sent back as a reply to the Telegram user. Setup Steps Install Community Node: Ensure you have installed n8n-nodes-tesseractjs in your n8n instance. Connect Telegram Bot: Configure the Telegram Trigger node with your Telegram bot. Bot Token: Add your Telegram bot token to the Send Message node to send replies. Deploy & Test: Activate (deploy) the workflow and send an image to your Telegram bot to test.

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.

💡 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!

This workflow is designed to generate prompts for AI agents and store them in Airtable. It starts by receiving a chat message, processes it to create a structured prompt, categorizes the prompt, and finally stores it in Airtable. 2. Setup Instructions Prerequisites AI model eg Gemini, openAI etc** Airtable base and table or other storage tool** Step-by-Step Guide Clone the Workflow Copy the provided workflow JSON and import it into your n8n instance. Configure Credentials Set up the Google Gemini(PaLM) API account credentials. Set up the Airtable Personal Access Token account credentials. Map Airtable Base and Table Create a copy of the Prompt Library in Airtable. Map the Airtable base and table in the Airtable node. Customize Prompt Template Edit the 'Create prompt' node to customize the prompt template as needed. Configuration Options Prompt Template:** Customize the prompt template in the 'Create prompt' node to fit your specific use case. Airtable Mapping:** Ensure the Airtable base and table are correctly mapped in the Airtable node. 4. Running and Troubleshooting Running the Workflow Trigger the Workflow: Send a chat message to trigger the workflow. Monitor Execution: Use the n8n interface to monitor the workflow execution. Check Completion: Verify that the prompt is stored in Airtable and check the chat interface for the result. Troubleshooting Tips API Issues:** Ensure that the APIs and Airtable credentials are correctly configured. Data Mapping:** Verify that the Airtable base and table are correctly mapped. Prompt Template:** Check the prompt template for any errors or inconsistencies. Use Case Examples This workflow is particularly useful in scenarios where you want to automate the generation and management of AI agent prompts. Here are some examples: Rapid Prototyping of AI Agents: Quickly generate and test different prompts for AI agents in various applications. Content Creation:** Generate prompts for AI models that create blog posts, articles, or social media content. Customer Service Automation:** Develop prompts for AI-powered chatbots to handle customer inquiries and support requests. Educational Tools:** Create prompts for AI tutors or learning assistants. Industries/Professionals: Software Development:** Developers building AI-powered applications. Marketing:** Marketers automating content creation and social media management. Customer Service:** Customer service managers implementing AI-driven chatbots. Education:** Educators creating AI-based learning tools. Practical Value: Time Savings:** Automates the prompt generation process, saving significant time and effort. Improved Prompt Quality:** Leverages Google Gemini and structured prompt engineering principles to generate more effective prompts. Centralized Prompt Management:** Stores prompts in Airtable for easy access, organization, and reuse. 4. Running and Troubleshooting Running the Workflow:** Activate the workflow in n8n. Send a chat message to the webhook URL configured in the "When chat message received" node. Monitor the workflow execution in the n8n editor. Monitoring Execution:** Check the execution log in n8n to see the data flowing through each node and identify any errors. Checking for Successful Completion:** Verify that a new record is created in your Airtable base with the generated prompt, name, and category. Confirm that the "Return results" node sends back confirmation of the prompt in the chat interface. Troubleshooting Tips:** Error:** 400: Bad Request in the Google Gemini nodes: Cause:** Invalid API key or insufficient permissions. Solution:** Double-check your Google Gemini API key and ensure that the API is enabled for your project. Error:** Airtable node fails to create a record: Cause:** Invalid Airtable credentials, incorrect Base ID or Table ID, or mismatched column names. Solution:** Verify your Airtable API key, Base ID, Table ID, and column names. Ensure that the data types in n8n match the data types in your Airtable columns. Follow me on Linkedin for more

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

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.

This workflow implements the Gemini AI chat model to summarize your daily meetings and send the summary to a Slack channel daily at 9 AM (or any other time you choose). It automatically retrieves your Google Calendar events and feeds them to the model. The workflow uses Google’s Gemini AI for response generation. How it works The workflow uses a Scheduled Trigger Node as the main trigger. The AI Agent Node uses the Google Calendar action to retrieve relevant meeting data. The AI Agent sends the retrieved information to the Google Gemini Chat Model (gemini-flash). The Google Gemini Chat Model generates a summary and informative response based on today’s meetings. ++Setup Steps++ Google Cloud Project and Vertex AI API: Create a Google Cloud project. Enable the Vertex AI API for your project. Google AI API Key: Obtain a Google AI API key from Google AI Studio. Credentials in n8n: Configure credentials in your n8n environment for: Google Gemini (PaLM) API (using your Google AI API key). Import the Workflow: Import this workflow into your n8n instance. Configure the Workflow: Update both Slack and Gemini nodes with your credentials.