Workflow Templates

📊 Description Automatically analyze the sentiment of Facebook posts and their audience comments using GPT-4 to identify trends and potential PR risks. 🧠💬 This workflow fetches recent posts via the Facebook Graph API, performs AI-powered sentiment analysis on both posts and comments, routes negative results to Slack for immediate attention, logs all data into Google Sheets, and sends a beautifully formatted sentiment summary report via Outlook. 📈📧 What This Template Does 1️⃣ Trigger – Runs daily at 10 AM to fetch the latest Facebook posts. ⏰ 2️⃣ Data Extraction – Pulls post text, reactions, and up to 100 comments per post using Facebook Graph API. 📲 3️⃣ Formatting – Structures and cleans Facebook data for AI analysis. 🧩 4️⃣ AI Sentiment Analysis – GPT-4 evaluates post tone and audience sentiment with confidence scores and explanations. 🤖 5️⃣ Routing – Sends negative sentiment alerts directly to Slack for quick response. ⚠️ 6️⃣ Logging – Records all sentiment metrics in Google Sheets, including positivity ratio and engagement data. 📊 7️⃣ Reporting – Generates a color-coded HTML email report and delivers it via Outlook. 💌 8️⃣ Error Handling – Sends Slack alerts if any node in the workflow fails. 🛡️ Key Benefits ✅ Monitors brand reputation automatically across Facebook comments ✅ Provides structured AI sentiment reports for data-driven decisions ✅ Flags negative audience sentiment for timely intervention ✅ Maintains an always-updated sentiment log in Google Sheets ✅ Delivers professional HTML summary emails to teams Features Automated daily trigger for post sentiment scanning Facebook Graph API integration for posts and comments GPT-4–powered comment tone and sentiment scoring Slack notifications for negative sentiment alerts Google Sheets sentiment dashboard logging Beautiful HTML report delivery through Microsoft Outlook Built-in error detection with Slack fallback alerts Requirements Facebook Graph API credentials with pages_read_engagement access OpenAI API key for GPT-4 or GPT-4o Slack Bot token with chat:write permission Google Sheets OAuth2 credentials with edit rights Microsoft Outlook OAuth2 credentials for email delivery Target Audience Social media and marketing teams monitoring brand perception 📣 PR teams managing engagement or audience sentiment 🧾 Analysts building data dashboards from engagement metrics 📊 Agencies offering automated reporting for client pages 🧑‍💼 Step-by-Step Setup Instructions 1️⃣ Connect Facebook Graph API credentials and set your page ID. 2️⃣ Add OpenAI credentials for GPT-4 sentiment analysis. 3️⃣ Configure Slack and provide your channel ID for alerts. 4️⃣ Set Google Sheets credentials and specify sheet ID and name. 5️⃣ Connect Microsoft Outlook for email report delivery. 6️⃣ Adjust the daily schedule (default 10 AM) as needed. 7️⃣ Run once manually to verify setup, then enable automation. ✅

Analyze YouTube videos for virality with an AI-powered report This workflow automates the discovery and analysis of potentially viral YouTube videos. It searches for recent, popular videos based on a keyword, calculates a unique "Algorithmic Lift Score" to measure virality, and uses an AI agent to generate an insightful summary report that is sent directly to your email. What it does This workflow identifies videos that are outperforming their channel's baseline, a key indicator of viral potential. It operates in several stages: Searches YouTube: It finds recent, top-performing videos based on your specified keyword and timeframe. Gathers Data: For each video found, it fetches detailed statistics for both the video (views, likes, comments) and its channel (subscriber count, total views). Calculates Virality Score: It calculates an "Algorithmic Lift Score" for each video. This custom metric prioritizes videos that achieve high view counts and engagement relative to their channel's subscriber base. Analyzes with AI: The top 5 videos, sorted by their virality score, are sent to an AI agent (pre-configured for OpenAI). The AI generates a concise summary highlighting trends, top performers, and other noteworthy patterns. Sends Email Report: The final AI-generated analysis is converted to HTML and emailed to you, providing a ready-to-read report on what's trending in your niche. Who it's for This workflow is perfect for: Content Creators** looking for trending topics and content ideas. Digital Marketers** conducting competitor analysis or market research. Social Media Managers** wanting to understand what content resonates on YouTube. Data Analysts** who need to automate the collection and analysis of YouTube trends. Requirements A Google API Key with the "YouTube Data API v3" enabled. An OpenAI API Key (or another compatible AI model credential). A connected Gmail account in n8n to send the final report. How to set up Configure the Setup Node: Click on the "Setup" node and fill in the values: query: The keyword you want to search for (e.g., "AI tools"). GoogleAPIkey: Your Google API key. daysback: How many days in the past to search for new videos. maxResult: The number of videos to analyze (e.g., 20). email: The email address where the report will be sent. Set AI Credentials: Click the "OpenAI Chat Model" node and add your OpenAI API key to the credentials. Set Gmail Credentials: Click the "Send_Report" node and connect your Gmail account to the credentials.

How it works: When a user submits a form with event details, the workflow sends this information to OpenAI's GPT-5 model, which generates a curated list of 18–32 songs tailored to the occasion and audience. The workflow then searches Spotify for each recommended song, creates a new playlist on the user's Spotify account, adds all the tracks, and sends the user an email with a direct link to listen. Key Features: AI-Powered Playlist Generation: Uses OpenAI's GPT-5 model to create contextually relevant song recommendations based on event type, audience, and personal preferences. Automated Spotify Integration: Searches Spotify's API for each song and automatically adds them to a new playlist on the user's account. One-Click Listening: Users receive an email with a direct Spotify link to listen, follow, and modify the playlist immediately after creation. Multi-Language Support: The AI responds in the same language as the user's input, making the workflow accessible globally. Email Confirmation: Users instantly receive an email notification confirming playlist creation with a shareable Spotify link. Step-by-step: Form Submission Trigger: User submits event details (occasion, guests, preferences, and email) through the web form. AI Playlist Generation: OpenAI's GPT-5 generates a curated list of 18–32 songs based on the provided event context. Spotify Integration: The workflow searches Spotify for each song, creates a new playlist, and adds all found tracks to the user's account. Email Notification: User receives an email with the playlist name and a direct Spotify link to listen immediately. API Keys Required OpenAI API Key: Required to access GPT-5 for generating playlist recommendations. Spotify Client ID & Secret: Required to authenticate with Spotify's API for searching, creating playlists, and adding tracks. SMTP Credentials: Required to send the confirmation email to the user (server, port, username, password, and sender email). Response Generation The AI model receives event details and generates a structured JSON response containing a playlist name, 18–32 song recommendations with artist credits, and HTML-formatted content for website integration, all in the user's language.

How it works This workflow runs on scheduled weekly and monthly triggers to generate unified marketing performance reports. It processes multiple websites by collecting analytics data, paid ads performance, and CRM leads, then calculates KPIs and insights automatically. The workflow sends structured reports via email and stores historical data in Google Sheets. It ensures consistent reporting without manual effort. Step-by-step Step 1: Trigger & report type detection** Schedule Trigger2 – Triggers the workflow weekly at a predefined time. Schedule Trigger3 – Triggers the workflow monthly at a predefined time. check month and week1 – Identifies whether the run is weekly or monthly and sets flags. Set Websites and Campaings1 – Defines websites, GA4 property IDs, and mapped ad campaigns. Expand Websites1 – Expands the website array into individual website items. Attach Run Flags1 – Attaches weekly or monthly flags to each website record. Step 2: Website & ads data processing** Loop Websites1 – Iterates through each website independently. Get a report – Fetches website traffic and engagement metrics from analytics. Get many campaigns – Retrieves Google Ads campaign data. Fetch Meta Ads – Fetches Meta Ads performance data via API. Filter Google Ads By Website1 – Filters Google Ads campaigns by website. Filter Meta Ads By Website1 – Filters Meta Ads campaigns by website. Merge1 – Merges analytics, Google Ads, and Meta Ads datasets. Build Website Dataset1 – Builds a unified dataset per website. Calculate KPIs & Campaign Insights1 – Calculates spend, CTR, CPA, CPL, conversions, and performance insights. Append or update row in sheet2 – Stores website-level marketing metrics in Google Sheets. Step 2.1: Marketing report generation** Prepare Report Data2 – Combines all website datasets into a unified report object. Switch – Routes execution based on weekly or monthly report type. Send Weekly Marketing report2 – Sends the weekly marketing performance email. Send Monthly Marketing Report2 – Sends the monthly marketing performance email. Step 3: HubSpot lead analysis** Fetch1 – Fetches leads from HubSpot CRM. Filter Hubspot Leads – Filters leads based on weekly or monthly time range. Summarize Hubspot Leads – Aggregates lead status and lifecycle metrics. Prepare Report Data3 – Prepares CRM summary data for reporting. Step 3.1: CRM reporting & storage** Switch3 – Routes CRM reporting by report type. Send Weekly Marketing report3 – Sends the weekly CRM summary email. Send Monthly Marketing Report3 – Sends the monthly CRM summary email. Code in JavaScript1 – Transforms CRM data for storage. Append or update row in sheet3 – Stores CRM lead performance data in Google Sheets. Switch3 – Routes CRM reporting by report type. Send Weekly Marketing report3 – Sends the weekly CRM summary email. Send Monthly Marketing Report3 – Sends the monthly CRM summary email. Code in JavaScript1 – Transforms CRM data for storage. Append or update row in sheet3 – Stores CRM lead performance data in Google Sheets. Why use this? Automates complex weekly and monthly marketing reporting. Unifies website analytics, ad platforms, and CRM data in one flow. Delivers consistent KPI calculations and insights every run. Maintains historical performance logs in Google Sheets. Scales easily across multiple websites and campaigns.

Description Automatically qualify and route new leads from a Google Sheet into your CRM with AI-powered scoring and instant sales notifications. Turn raw form submissions into prioritized opportunities—effortlessly. ⚡ What This Template Does Monitors a Google Sheet for new form submissions. 📄 Uses Azure OpenAI (GPT-4o-mini) to analyze lead details (value, stage, company) and generate action items. 🤖 Parses the AI response into clean JSON for structured processing. 🗂️ Saves qualified lead data and AI-generated action items into a Lead Status sheet for tracking. 💾 Categorizes leads into Hot, Warm, or Cold based on AI scoring. 🔥❄️ Creates/updates the contact in HighLevel CRM. 📇 Sends an email notification to the assigned sales rep with lead details and priority. 📧 Key Benefits Save time with automated lead qualification instead of manual checks. ⏱️ Ensure consistent Hot/Warm/Cold scoring across all leads. ✅ Centralize lead data in both Google Sheets and CRM for tracking. 📊 Keep sales teams aligned with instant notifications. 🚀 Fully no-code configurable and customizable for your business logic. 🧩 Features Google Sheets Trigger for new form rows. 📥 AI Agent with Azure OpenAI (GPT-4o-mini) for lead scoring. 🧠 JSON parsing node to clean AI output. ✂️ Lead logging to “Lead Status” sheet. 📊 Function node to categorize leads by score. 🎯 CRM sync with HighLevel to update/create contact records. 🔗 SMTP email notification to sales reps. ✉️ Requirements n8n instance (cloud or self-hosted). 🧰 Google Sheet with headers: Lead Name, Lead Email, Lead Contact No., Company Name, Opportunity Value, Stage of Lead; shared with n8n Google account. 📑 Azure OpenAI access with a GPT-4o-mini deployment. ☁️ HighLevel CRM account connected via OAuth. 📇 SMTP email account configured in n8n. 📧 Target Audience Sales teams handling inbound leads. 📈 Agencies managing multiple client pipelines. 🤝 Founders/startups wanting quick qualification and CRM sync. 🚀 Ops teams needing reliable reporting of lead qualification. 🗂️ Step-by-Step Setup Instructions (Concise) Create a Google Sheet with required headers; share with n8n account. 📋 Configure the Google Sheets Trigger with the sheet’s Document ID. 🔐 Connect your Azure OpenAI credentials and link to the AI Agent node. 🧠 Assign your HighLevel CRM account credentials. 📇 Set up SMTP credentials for the email send node. ✉️ Import the workflow, update node configs, and run a test submission. ▶️ Security Best Practices Share Google Sheets only with the n8n Google account (Editor). 🔒 Keep API keys and credentials encrypted in n8n, not hardcoded. 🛡️ Validate AI outputs before saving to CRM (via the parse node). ✅ Regularly back up your Lead Status sheet and CRM data. 📂

How it works Automatically generates professional PDF invoices from webhook data and delivers them via email while storing backups in Google Drive. Perfect for freelancers, small businesses, and service providers who need automated billing workflows. Set up steps Configure environment variables for company information (name, address, email, phone). Set up your PDF generation API service account (PDFShift recommended). Configure SMTP email credentials for invoice delivery. Set up Google Drive OAuth2 for cloud storage. Deploy the workflow and test with sample invoice data. Key features Smart invoice number generation if not provided Automatic tax calculations with configurable rates Professional HTML templates with company branding Parallel processing for email and storage Comprehensive error handling and validation Detailed success confirmation responses Required environment variables COMPANY_NAME - Your business name COMPANY_ADDRESS - Business mailing address COMPANY_EMAIL - Billing contact email COMPANY_PHONE - Business phone number PDF_API_URL - PDF generation service endpoint PDF_API_KEY - API authentication key GDRIVE_INVOICE_FOLDER_ID - Google Drive folder ID API requirements PDF generation service (PDFShift, HTML/CSS to PDF API, or similar), SMTP email service for delivery, Google Drive API access for storage. Input format { "customerName": "John Smith", "customerEmail": "john@example.com", "items": [ {"description": "Web Design", "quantity": 1, "price": 500} ], "dueDate": "2025-02-15" }

Description Automatically generate and distribute detailed End-of-Day (EOD) reports combining task progress from ClickUp and opportunity data from GoHighLevel. This workflow uses AI to analyze daily performance, summarize key metrics, identify blockers, and deliver polished reports directly to Slack, Email, and Google Drive. ⚙️📊💬 What This Template Does Triggers automatically every weekday at 6:00 PM (Mon–Fri). ⏰ Fetches all completed ClickUp tasks and won GoHighLevel opportunities for the day. 📥 Merges and transforms both datasets into a unified structure. 🔄 Uses Azure OpenAI GPT-4 to analyze performance and generate structured summaries. 🤖 Formats three output versions — Slack (Markdown), Email (HTML), and Google Drive (Text). 🧾 Routes and sends reports automatically to connected channels. 📤 Uploads the generated text report to Google Drive with timestamped filenames. ☁️ Key Benefits ✅ Saves time by automating daily performance reporting. ✅ Unifies task and deal data into a single AI-generated summary. ✅ Provides real-time visibility into productivity and outcomes. ✅ Delivers beautifully formatted, channel-specific reports. ✅ Maintains historical reports in Google Drive for reference. ✅ Helps managers identify wins, blockers, and next steps quickly. Features Automated scheduling via cron (Mon–Fri, 6 PM). ClickUp task and GHL opportunity integration for daily data sync. AI-powered analysis for contextual, actionable summaries. Dynamic formatting for Slack, Email, and Drive outputs. Parallel routing for simultaneous delivery across platforms. No manual steps — runs fully hands-free after setup. Requirements ClickUp OAuth2 credentials for task retrieval. GoHighLevel OAuth2 credentials for deal data. Azure OpenAI GPT-4 API credentials. Slack Bot credentials for message posting. SMTP (Gmail/Outlook) credentials for email reports. Google Drive OAuth2 credentials for report upload. Target Audience 🎯 Sales, marketing, and operations teams tracking daily performance. 📈 Project managers monitoring team productivity and blockers. 🤝 Client success teams summarizing EOD outcomes for leadership. 🧠 Business automation teams seeking end-of-day visibility. Step-by-Step Setup Instructions Connect ClickUp, GoHighLevel, Slack, Gmail/SMTP, and Google Drive credentials. 🔑 Set your team, space, folder, and list IDs in the ClickUp node. 📋 Update your Slack channel ID in the Slack node configuration. 💬 Configure your email sender and recipients in the email node. 📧 (Optional) Modify the cron expression for different reporting times. ⏰ Test the workflow manually once, then activate for automated EOD execution. ✅

Description Activate this workflow once and it monitors your Gmail inbox every minute automatically. Every incoming email is scanned for complaint keywords — and if a complaint is detected, GPT-4o-mini scores its urgency, identifies the right department, writes a one-line summary, and drafts a ready-to-send reply. The complaint is logged to Google Sheets and a formatted alert is posted to the correct Slack channel instantly. Built for support teams, customer success managers, and small businesses who can't afford to miss or delay a complaint. What This Workflow Does Automatic inbox monitoring** — Checks your Gmail every minute so no complaint sits unread while your team is busy with other work Keyword-based complaint detection** — Scans subject lines and email bodies for 12 complaint signals and silently ignores everything else AI urgency scoring** — Rates every complaint from 1 to 10 so your team knows at a glance what needs attention first Department routing** — Classifies each complaint as Billing, Technical, or General and sends the alert to the right Slack channel automatically Reply draft generation** — GPT-4o-mini writes a professional, empathetic reply your agent can send immediately — no drafting from scratch Permanent complaint log** — Appends a 12-column record to Google Sheets for every complaint, giving you a searchable history for reporting and pattern analysis Clean non-complaint exit** — Emails that are not complaints pass through silently without triggering any logging or alerts Setup Requirements Tools Needed n8n instance (self-hosted or cloud) Gmail account (the inbox you want monitored) OpenAI account with GPT-4o-mini API access Slack workspace with OAuth2 app configured Google Sheets (one sheet with a tab named Complaint Log) Credentials Required Gmail OAuth2 OpenAI API key Slack OAuth2 Google Sheets OAuth2 Estimated Setup Time: 15–20 minutes Step-by-Step Setup Import the workflow — Open n8n → Workflows → Import from JSON → paste the workflow JSON → click Import Connect Gmail — Open node 1. Gmail — Inbox Monitor → click the credential dropdown → select OAuth2 → sign in with the Gmail account you want monitored → authorize access Fill in your config values — Open node 2. Set — Config Values → replace all seven placeholders: | Field | What to put here | |---|---| | YOUR COMPANY NAME | Your business name (used in the AI reply) | | YOUR_GOOGLE_SHEET_ID | The ID from your Google Sheet URL (the string between /d/ and /edit) | | Complaint Log | Leave as-is, or match your sheet tab name exactly | | #billing-support | Your Slack channel for billing complaints | | #tech-support | Your Slack channel for technical complaints | | #customer-support | Your Slack channel for general complaints | | support@yourcompany.com | Your support team's reply-from email | Connect OpenAI — Open node 6. OpenAI — GPT-4o-mini Model → click the credential dropdown → add your OpenAI API key → test the connection Connect Google Sheets — Open node 9. Google Sheets — Log Complaint → click the credential dropdown → connect your Google account via OAuth2 → make sure your sheet has a tab named exactly Complaint Log with these 12 column headers in row 1: Email ID, Received Date, Sender Name, Sender Email, Subject, One Line Summary, Department, Urgency Score, Urgency Level, Suggested Reply, Slack Channel Alerted, Logged At Connect Slack — Open node 10. Slack — Send Department Alert → click the credential dropdown → connect your Slack workspace via OAuth2 → invite the n8n bot to all three complaint channels in Slack (/invite @n8n in each channel) Activate the workflow — Toggle the workflow to Active — it will begin polling Gmail every minute immediately How It Works (Step by Step) Step 1 — Gmail: Inbox Monitor This step checks your Gmail inbox every 60 seconds for new emails. Every new message that arrives is passed to the next step for processing. Nothing is read, flagged, or deleted — it is read-only access. Step 2 — Set: Config Values Your company name, Google Sheet ID, sheet tab name, three Slack channel names, and support email are stored here as named variables. You set these once and every other step in the workflow uses them automatically. Step 3 — Code: Extract Email Fields This step pulls the sender name, sender email, subject line, and email body out of the raw Gmail data. The email body is trimmed to 3,000 characters to keep AI processing fast and cost-efficient. A timestamp is also captured for the log. Step 4 — IF: Is This a Complaint? This is the filter step. It checks whether the subject or body contains any of 12 complaint signals: words like "complaint", "refund", "not working", "unacceptable", "very unhappy", "demand refund", and others. If a match is found (YES path), the email moves forward to AI triage. If no match is found (NO path), the email flows to 11. NoOp — Not a Complaint and the workflow stops silently — no logging, no alert. Step 5 — AI Agent: Triage Complaint GPT-4o-mini reads the sender name, subject, and email body. It returns exactly four pieces of data: an urgency score from 1 to 10, the correct department (Billing, Technical, or General), a one-line summary of the complaint, and a ready-to-send reply draft under 80 words addressed to the customer by name. Step 6 — OpenAI: GPT-4o-mini Model This is the language model powering the triage step. It runs at temperature 0.3 for consistent, structured responses and is capped at 600 tokens to keep costs low per complaint. Step 7 — Parser: Structured Triage Output This step enforces the exact data structure GPT-4o-mini must return. It validates that urgency score is a number, department is one of the three valid options, and both the summary and reply fields are present. This prevents malformed AI output from reaching your sheet or Slack. Step 8 — Code: Combine Triage Data All AI results are merged with the original email data here. This step also converts the numeric urgency score into a human-readable label: 1–3 = Low, 4–5 = Medium, 6–7 = High, 8–10 = CRITICAL. It also selects the correct Slack channel based on the department GPT-4o-mini assigned. Step 9 — Google Sheets: Log Complaint A new row is appended to your Complaint Log sheet with all 12 fields: email ID, received date, sender details, subject, AI summary, department, urgency score, urgency label, suggested reply, which Slack channel was alerted, and the time it was logged. Step 10 — Slack: Send Department Alert A formatted Slack message is posted to the correct channel — #billing-support, #tech-support, or #customer-support — depending on the department. The message shows the urgency label, score, sender details, subject, AI summary, and the suggested reply text ready for the agent to copy and send. The final result: your team sees a structured complaint alert in Slack within seconds of the email arriving, with the reply already written. Key Features ✅ Runs without any manual trigger — Gmail polling fires every minute automatically once the workflow is active ✅ Zero noise for non-complaints — Regular emails pass through silently with no logging, no alerts, and no wasted API calls ✅ CRITICAL flag for urgent cases — Any complaint scoring 8 or above is labelled CRITICAL in Slack so high-risk customers get immediate attention ✅ Ready-to-send reply included — Every Slack alert contains a drafted reply addressed to the customer by name — agents copy, review, and send ✅ Structured AI output enforced — A schema parser ensures GPT-4o-mini always returns the correct fields in the correct format, preventing broken logs ✅ Three-channel Slack routing — Billing, Technical, and General complaints each go to their own channel automatically — no manual sorting ✅ 12-column complaint history — Every complaint is permanently recorded in Google Sheets for weekly reporting, pattern spotting, and team reviews ✅ Token-efficient processing — Email body is capped at 3,000 characters and AI is capped at 600 tokens — keeping costs predictable at scale Customisation Options Add more complaint keywords — In node 4. IF — Is This a Complaint?, add more trigger phrases to the condition (e.g. very frustrated, cancel my account, escalate) to catch complaints your current list misses. Adjust urgency thresholds — In node 8. Code — Combine Triage Data, change the score cutoffs for Low, Medium, High, and CRITICAL to match your team's definition of urgency (e.g. raise CRITICAL from 8 to 9 for a stricter threshold). Add a Gmail label to processed complaints — After node 10. Slack — Send Department Alert, add a Gmail node set to "Add Label" to tag every processed complaint in your inbox (e.g. "Triaged") so agents know which emails the workflow has already handled. Send a copy to email — After node 8. Code — Combine Triage Data, add a Gmail Send node to also email the suggested reply and triage details to your support team inbox as a backup alongside Slack. Weekly summary report — Add a Schedule trigger that runs every Monday morning, reads the Google Sheet via a Sheets node, counts complaints by department and urgency level, and posts a summary to a #support-weekly Slack channel. Route CRITICAL complaints to a separate Slack channel — In node 8. Code — Combine Triage Data, add a condition: if urgencyLabel === 'CRITICAL', override slackChannel with a dedicated #escalations channel so your most urgent cases never get buried. Troubleshooting Gmail not triggering the workflow: Make sure the workflow is toggled to Active — inactive workflows do not poll Check that the Gmail OAuth2 credential in node 1. Gmail — Inbox Monitor is connected and not expired — re-authorize if needed Send a test email to the monitored inbox and wait up to 60 seconds for the next poll cycle OpenAI credential not working: Confirm the API key is connected in node 6. OpenAI — GPT-4o-mini Model, not in a different step Check that your OpenAI account has available credits Verify the key has access to gpt-4o-mini — restricted keys may block this model Google Sheets not logging rows: Confirm the Sheet ID in node 2. Set — Config Values matches the ID in your Google Sheet URL exactly Make sure the tab is named Complaint Log — the name must match sheetName in Config Values exactly, including capitalization Check that the Google Sheets OAuth2 credential in node 9. Google Sheets — Log Complaint is connected and authorized Slack alerts not arriving: Confirm the Slack OAuth2 credential in node 10. Slack — Send Department Alert is connected Make sure the n8n bot has been invited to all three channels — type /invite @n8n in each channel in Slack Check that the channel names in node 2. Set — Config Values include the # prefix and match exactly AI returning wrong department or malformed output: The structured output parser in node 7. Parser — Structured Triage Output enforces the schema — if GPT returns an unexpected format, check the execution log of node 5. AI Agent — Triage Complaint for the raw output If department values are inconsistent, the prompt in node 5 explicitly requires exactly Billing, Technical, or General — any deviation means the AI call failed and you should re-run Support Need help setting this up or want a custom version built for your team or agency? 📧 Email: info@incrementors.com 🌐 Website: https://www.incrementors.com/contact-us/

This powerful automation workflow transforms raw leads into qualified prospects through intelligent, multi-channel nurturing. It automatically captures new leads from web forms, qualifies them using custom logic, delivers personalized email sequences powered by AI, sends timely WhatsApp follow-ups, and maintains accurate CRM records — all without manual intervention. By combining behavioral qualification, AI-driven personalization, and coordinated multi-channel touchpoints, the workflow significantly increases conversion rates while reducing the workload on marketing and sales teams. Who’s it for Marketing teams running high-volume lead generation campaigns (Google Ads, Meta, SEO, etc.) Sales teams managing inbound inquiries and demo requests B2B and B2C businesses focused on shortening sales cycles Companies using multiple communication channels (Email + WhatsApp) Agencies and growth teams looking to scale personalized lead nurturing efficiently How it Works The workflow is structured into three seamless phases: 1. Lead Intake & Qualification Instantly captures new leads through webhook from forms (website, Typeform, landing pages, etc.) Prepares and enriches lead data Runs Python-based qualification logic to score and segment leads Includes a scheduled job to check and process any pending leads Filters qualified leads to ensure only high-potential prospects move forward 2. Email Nurturing Sequence Applies an initial delay for optimal timing Uses OpenAI’s Chat Model to generate highly personalized Email 1 based on lead attributes and behavior Formats the email content professionally with JavaScript Sends the first nurture email through your Email Service Provider 3. WhatsApp & CRM Sync After a 2–3 day nurturing window, triggers a WhatsApp follow-up message via Twilio or WhatsApp Business API Sends additional nurture emails as needed Automatically logs all interactions and updates the CRM (Google Sheets, Airtable, HubSpot, etc.) Maintains a complete audit trail of every touchpoint for better sales handoff and analysis Key Benefits Faster lead qualification** with automated scoring and filtering Higher engagement** through personalized AI-generated emails and multi-channel follow-ups Improved conversion rates** by reaching leads on their preferred channels (Email + WhatsApp) Complete automation** — minimal manual work after initial setup Full visibility** with automatic CRM updates and interaction logging Scalable system that works for both high-volume and high-value lead flows Setup Instructions Import the workflow into your automation platform Configure credentials for: Form Webhooks Email Service Provider (SendGrid, Mailgun, Gmail, etc.) WhatsApp Business API or Twilio CRM / Google Sheets OpenAI API Customize lead qualification rules in the Python node Update email and WhatsApp message templates to match your brand voice Test the full flow with sample leads Activate and monitor performance Requirements Form webhook support (native forms, Typeform, Zapier, Make, etc.) Email delivery service (SendGrid, Mailgun, etc.) WhatsApp Business API or Twilio account CRM or database (Google Sheets, Airtable, HubSpot, etc.) OpenAI API access for personalization

How It Works This workflow automates medical imaging analysis and diagnostic reporting for radiology departments, imaging centers, and hospital networks managing high patient volumes. Designed for radiologists, medical imaging technicians, and diagnostic coordinators, it solves the challenge of rapidly analyzing imaging studies, prioritizing critical findings, routing cases appropriately, and generating structured reports while maintaining diagnostic accuracy and regulatory compliance. The system triggers on new imaging studies, fetches imagery and metadata, prepares data through AI agents (Validation ensures image quality and completeness), calculates risk scores, routes by validation status and risk level through multiple pathways, deploys specialized AI agents for comprehensive analysis (Orchestration coordinates findings, Google Calendar manages scheduling, Slack Tool enables team communication, Email Actions handles notifications, Water Monitoring tracks contrast protocols, Compliance Validation ensures regulatory adherence, Leave Management coordinates radiologist availability), and generates final diagnostic reports with complete audit trails. Organizations reduce diagnosis turnaround time by 60%, improve critical finding detection rates, ensure consistent reporting standards, and enable radiologists to focus on complex cases requiring expert judgment. Setup Steps Connect imaging trigger for automatic study notifications Configure PACS/VNA system APIs with credentials for DICOM image retrieval and metadata access Add AI model API keys to Validation Agent and specialized diagnostic agents Define risk stratification criteria in routing logic based on clinical protocols and imaging findings Link Google Calendar API for radiologist scheduling and case assignment workflows Configure Slack integration for care team communication and critical finding alerts Connect email system for patient/referring physician notifications and report distribution Prerequisites PACS/VNA system API access, HIPAA-compliant AI service accounts Use Cases Emergency radiology triage (stroke, trauma), lung nodule detection and tracking Customization Modify AI models for modality-specific analysis (CT, MRI, X-ray, ultrasound) Benefits Reduces diagnosis turnaround time by 60%, improves critical finding detection rates

Quick Overview This workflow receives purchase order requests via webhook, validates and enriches them, emails the correct approver through Gmail based on spend tier, checks department budgets in Google Sheets, sends budget warnings to Slack, logs each PO to a tracker sheet, and confirms submission to the requester. How it works Receives a purchase order submission via a POST webhook endpoint. Parses the incoming payload, extracts key fields (vendor, amount, department, requester details), and rejects invalid submissions with a Slack message to the finance channel. Generates a PO ID, classifies urgency and approval tier, and selects the appropriate approver and SLA based on the PO amount. Sends an approval request email through Gmail to the assigned approver (low, mid, or high tier). Looks up the submitting department’s current spend and monthly cap in Google Sheets and checks whether the PO would push usage to 80% or more. Posts a Slack budget-breach warning when the threshold is exceeded, then appends the PO details to a Google Sheets “PO Tracker” sheet and emails a confirmation to the requester via Gmail. Setup Configure your source form or internal system to POST to the workflow’s webhook URL at finance/purchase-order. Add Gmail credentials and confirm the sender account used for approver emails and requester confirmations. Add Google Sheets credentials, replace YOUR_GOOGLE_SHEET_ID, and ensure the “PO Tracker” sheet has columns matching the fields the workflow appends (for example PO ID, Amount, Department, Status, Approver, and SLA). Ensure the budget sheet used by the Google Sheets lookup contains department rows with at least Monthly Cap and Current Spend fields and that the lookup is configured to match your department value. Add Slack credentials, replace YOUR_FINANCE_SLACK_CHANNEL_ID, and select the channel that should receive invalid-submission and budget-breach alerts. Update the hardcoded approver emails, names, and amount thresholds in the classification step to match your organization’s approval policy.

This workflow automatically notifies travelers about their pending trip payments and provides secure payment links through Email and WhatsApp. It runs twice daily (at 7 AM and 7 PM) to ensure timely reminders before the due date. Designed for travel agencies, it simplifies payment tracking, reduces manual follow-up, and ensures every traveler receives personalized reminders with real-time payment status updates. 🔧 Main Components Daily Payment Check – 7 AM & 7 PM Scheduled triggers that start the workflow daily at 7 AM and 7 PM. Read Pending Travel Payment Fetches traveler payment records from an Excel sheet (using getAll method). Process Payment Reminders Filters records to find pending payments due within the next 3 days. Create Payment Reminders Generates personalized payment reminders. Make Reminder For Email Prepares email-friendly messages with payment links. Send Email Reminder Sends the payment reminder email with a secure payment link to the traveler. Prepare WhatsApp Reminder Generates WhatsApp-friendly messages with payment and payment details. Send WhatsApp Message Sends the message to the traveler’s WhatsApp number using a message API. Update Status Of Reminder 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 traveler to enable direct and safe online payments. ✅ Essential Prerequisites Excel sheet with payment records (travel_payment_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 (travel_payment_data.xlsx) | Traveler ID | Name | Email | Phone | Payment Due Date | Amount | Reminder Sent | |-------------|------------|-------------------|---------------|------------------|---------|---------------| | TR001 | Arjun Patel| arjun@example.com | +919876543210 | 2025-10-20 | ₹3000 | No | 🧾 Expected Input Format Example { "travelerId": "TR001", "name": "Arjun Patel", "email": "arjun@example.com", "phone": "+919876543210", "dueDate": "2025-10-20", "amount": "₹3000", "reminderSent": "No" } 🚀 Key Features ⏰ Scheduled Daily Execution – Fully automated at 7 AM and 7 PM 🧮 Due-Date Filtering – Only targets payments due in the next 3 days 💬 Multi-Channel Notifications – Sends reminders via both Email and WhatsApp 🔗 Secure Payment Links – Auto-generated for each traveler 🔄 Reminder Tracking – Prevents duplicate reminders by updating status ⚙️ Quick Setup Guide Import Workflow JSON into your n8n instance. Configure schedule in the “Daily Payment Check” node (default: 7 AM & 7 PM). Set Excel file path in the “Read Pending Travel Payment” node. Update your payment processing logic in the “Process Payment Reminders” node. Add email credentials in the “Send Email Reminder” node. Integrate WhatsApp provider API in the “Send WhatsApp Message” node. Define how you generate secure payment links. Test with sample data and activate workflow.