Workflow Templates

How It Works This workflow automates end-to-end candidate evaluation for HR teams and recruiters overwhelmed by high-volume hiring. Designed for talent acquisition professionals, hiring managers, and HR operations, it solves the challenge of manually screening resumes, validating qualifications, and coordinating interview feedback across multiple stakeholders. The system triggers on new applications, extracts CV content, prepares structured candidate data, and deploys specialized AI agents for comprehensive evaluation: Signal Agent validates credentials, CV Verification Agent confirms qualifications, Trust Assessment Agent evaluates cultural fit, and Experience Agent analyzes career trajectory. The Orchestrator Agent synthesizes insights, checks validation results, and routes decisions—sending approval emails for qualified candidates, rejection notices for mismatches, and logging all outcomes to Google Calendar and Sheets. By automating screening with multi-dimensional AI analysis, organizations reduce time-to-hire by 70%, eliminate bias, ensure consistent evaluation criteria, and free recruiters to focus on relationship-building with top talent. Setup Steps Connect webhook/form trigger to applicant tracking system or career portal Configure CV extraction node with document parsing API credentials Add OpenAI API keys to all AI agent nodes Define evaluation criteria in each agent's prompt Link Gmail credentials for approval and rejection email templates Connect Google Calendar API for interview scheduling automation Prerequisites ATS integration or career portal webhook access, OpenAI API account Use Cases High-volume recruitment screening, technical role qualification validation Customization Modify agent prompts for role-specific criteria, adjust scoring thresholds for pass/fail decisions Benefits Reduces screening time by 70%, eliminates unconscious bias through standardized evaluation

Research competitors and generate market insights with Claude AI and Notion Who is this for SaaS product managers, startup founders, and marketing teams who need to stay informed about competitor movements without manual monitoring. Perfect for teams who want to automate competitive intelligence gathering and respond quickly to market changes. How it works The workflow runs weekly, automatically scraping competitor websites and pricing pages using HTTP requests. A code node extracts key content and creates content hashes to detect changes from previous scans. When changes are detected, Claude AI analyzes the updates and provides strategic insights about pricing shifts, feature launches, or messaging changes. All competitor data and AI analysis are automatically saved to a Notion database for historical tracking. Important changes trigger immediate Slack notifications with actionable insights. At the end of each week, a comprehensive report summarizing all competitor activity is generated and emailed to your team. How to set up Configure competitor URLs in the Set node by adding websites, pricing pages, and feature pages you want to monitor. Set up API credentials for Claude AI, Notion, Slack, and Gmail. Create a Notion database with properties for competitor name, URL, content hash, AI analysis, and scan date. Define environment variables for your Notion database ID, Slack channel, and team email list. Requirements Anthropic Claude API key for competitive analysis Notion workspace with API access for data storage Slack workspace for urgent alerts Gmail account for weekly reporting Basic HTML/CSS knowledge helpful for customizing content extraction How to customize Adjust the schedule trigger frequency, modify urgent notification keywords in the priority evaluation code, or customize the Claude AI analysis prompt to focus on specific competitive aspects like pricing, features, or market positioning.

📈 Automated Customer Rewards Platform: Jotform Integration This blueprint details a highly efficient, AI-powered workflow designed to automate customer reward fulfillment. Leveraging the accessible interface of Jotform, this system delivers superior reliability and exceptional processing speed. 📊 Reliability, Productivity, and Performance This workflow is engineered to maximize operational efficiency and maintain data integrity: Instant Fulfillment: Automation handles receipt scanning (OCR), AI calculation, logging, and notification in seconds, eliminating manual delays. Seamless Data Capture: Leverages the user-friendly Jotform interface for fast, reliable customer submission and file uploads. 🛠️ Quick Configuration Guide Jotform Webhook:* In your *JotForm* settings, paste the n8n *Jotform Trigger URL** into the Webhook Integration. Done. API Access:* Generate a *"Full Access"** JotForm API key and insert it into the required n8n nodes (Jotform Trigger and Fetch All Receipts). Credential Setup:** Plug in your necessary API keys (Gemini, OCR.Space) and update the Notion Database ID and internal email recipient. 🚀 How It Works (Practical Flow) Submission:* Customer submits their request via *Jotform**. Processing:** System extracts text from the receipt (OCR), the AI calculates the reward, and the If node verifies the total. Fulfillment:** Transaction logged, confirmation emails sent to both the customer and the internal team. If you need any help Get in Touch

Futures Trade Monitoring & Risk Alert Workflow > n8n, Binance API, Google Sheets, Slack, Telegram, Jira & Email This workflow automates futures trade monitoring by fetching live prices from Binance, calculating trade performance (PnL, ROI, fees), evaluating risk levels and sending alerts across Slack, Telegram, Jira and Email. It also stores trade history and analytics in Google Sheets. Quick Implementation Steps Import workflow into your n8n account. Configure trade input (Function or Google Sheets). Connect Slack, Telegram, Jira, Gmail credentials. Set up Google Sheets (Trades & Analytics). Run workflow or enable schedule trigger. What It Does This workflow continuously monitors futures trading positions by combining user-defined trade data with real-time market prices fetched from the Binance public API. It calculates key metrics such as profit/loss (PnL), return on investment (ROI) and transaction fees to evaluate trade performance. Based on calculated values, the workflow applies a risk scoring mechanism to classify trades into different severity levels. These levels determine how alerts are routed across communication platforms such as Slack, Telegram, Jira and Email. Additionally, the workflow stores all trade data and daily analytics in Google Sheets, enabling users to track performance trends and maintain a history of trades without manual effort. Who It's For Crypto futures traders Trading teams and analysts Risk management teams Automation enthusiasts using n8n Developers building trading dashboards Requirements n8n account (cloud or self-hosted) Binance public API access (no API key required) Google Sheets account Slack workspace (optional) Telegram bot (optional) Jira account (optional) Gmail account (optional) How It Works & Setup Instructions Step 1: Trigger Setup Configure Schedule Trigger to run at intervals (e.g., every 5 minutes). Step 2: Trade Input Use Function node or Google Sheets to define: symbol entry_price quantity Step 3: Fetch Market Data HTTP Request node calls Binance API: Endpoint: /api/v3/ticker/price Step 4: Merge Data Merge node combines trade input with live price. Step 5: Process Trade Metrics Function node calculates: PnL Fees Net PnL ROI Step 6: Filter Valid Trades IF node ensures valid calculations (e.g., non-null values). Step 7: Risk Scoring Assigns risk score based on loss and position size. Step 8: Alert Routing Switch node routes alerts: Low → Slack Medium → Slack + Telegram High → Slack + Telegram + Jira + Email Step 9: Store Trade Data Google Sheets (Trades): Stores trade history Step 10: Analytics Function node generates: Daily trade count Net PnL summary Step 11: Store Analytics Google Sheets (Analytics): Stores summarized data How To Customize Nodes Modify Function node to change trade input logic. Adjust HTTP Request node for different APIs. Update PnL logic for leverage or futures margin. Modify risk scoring thresholds. Customize alert messages per platform. Change Google Sheets structure as needed. Add-ons (Extend Functionality) Duplicate alert prevention using Google Sheets lookup Dashboard integration (Google Data Studio / Power BI) Auto trade sync via exchange APIs Webhook-based real-time alerts Error handling and retry logic Use Case Examples Monitor crypto futures trades in real time. Receive instant alerts for high-risk positions. Track daily profit/loss automatically. Manage multiple assets without manual checking. Enable centralized monitoring for trading teams. Note: This workflow can be adapted for many other financial monitoring and automation use cases. Troubleshooting Guide | Issue | Possible Cause | Solution | |------|--------------|---------| | PnL is null | Incorrect field mapping | Ensure correct price field is used | | Telegram error | Formatting issue | Set Parse Mode to NONE | | No alerts triggered | Risk condition not met | Check Switch node logic | | Empty rows in Sheets | Wrong data source | Connect correct node to Sheets | | API error | Invalid request | Verify Binance endpoint | Need Help? If you need help setting up, customizing or extending this workflow, feel free to reach out our n8n workflow developers at WeblineIndia. We can help you: Customize workflows Integrate additional APIs Build scalable automation systems Add advanced analytics and dashboards And so much more.

How it works: Get multi social platform data for e-commerce clients with their email and send personalized comms to onboard them as organic creators, affiliates or ambassadors. Step by step workflow to enrich Shopify customers' emails with multi social (Instagram, Tiktok, Youtube, Twitter, Onlyfans, Twitch and more) profiles, analytics and metrics using the influencers.club API and send tailored outreach to activate them as creators. Set up: Shopify (can be swapped for any e-commerce CRM like Wix, WooCommerce or Hubspot, Sheets, direct DB integration) Influencers.club API Sendgrid (can be swapped for any programmatic email sender like Mailgun) Slack (optional notification for large influencers)

Quick overview A complete WhatsApp AI chatbot that handles class bookings, cancellations, FAQ responses, schedule lookups, location queries, waitlist management, booking reminders, and staff notifications — all through WhatsApp in English, Arabic, or French. How it works Receives WhatsApp messages via UltraMsg webhook Voice messages are transcribed automatically using OpenAI Whisper Detects special commands — staff survey triggers and survey responses Loads user session from Google Sheets for conversation continuity Checks for waitlist offer responses AI Agent (Claude Haiku) processes the request using 7 tool sub-workflows Response is split and sent back via WhatsApp Setup Create and connect Google Sheets OAuth credentials, then replace all YOUR_GOOGLE_SHEET_ID values and ensure the required tabs/columns exist (Gymbot_Config, Session_State, Members, Survey_Responses). Configure UltraMsg (instance + token) and set UltraMsg to POST incoming messages to this workflow’s webhook URL at /gymbot/conversation. Add an OpenAI API credential for Whisper audio transcription. Add an Anthropic credential (or equivalent connection used by the Anthropic chat model node) and select the desired Claude model. Import and activate the referenced tool sub-workflows (Create Booking, Cancel Booking, Get Bookings, Search Classes, Get FAQ Data, Get Location, Log Unanswered Question, and the waitlist handler) and update their workflow IDs if they differ in your workspace. Copy the included Google Sheets template and add the Spreadsheet ID to Gymbot_Config Requirements • n8n Cloud Starter or self-hosted • UltraMsg account (~$39/month) • Anthropic API key (Claude Haiku, ~$20/month) • Google account (Sheets + Calendar, free) • A dedicated WhatsApp number Customization • Add branches by duplicating sheets and updating Gymbot_Config — no workflow changes needed • Switch AI model from Claude Haiku to Claude Sonnet for richer conversations • Add classes, FAQ, and branch info directly in Google Sheets Additional info The complete system including all 14 sub-workflows, Google Sheets template, and 40-page setup guide is available at oscarbek.gumroad.com/l/gymbot or by email:oscarbekai@gmail.com

📝 Description Instagram AI Beauty Assistant with Booking & Calendar Automation 💄 Smart Instagram AI Assistant for Beauty & Cosmetics Brands Help customers instantly on Instagram using a smart AI assistant designed specifically for beauty, skincare, makeup, and nail businesses. This workflow answers product questions using FAQs only, handles voice messages, and schedules consultation bookings with timezone-safe Google Calendar reservations and automatic confirmation emails. Perfect for salons, cosmetic brands, clinics, and Instagram-first businesses. ⚙️ How it works Customers send messages or voice notes via Instagram DM The AI detects whether the message is: A product or policy question A voice message (which gets transcribed) A request to book a consultation or meeting Product questions are answered only using your FAQs (no hallucinations) Booking requests: Get grounded using the current date and time Check available slots before booking Collect customer details (name, phone, email, topic) Confirmed bookings are created in Google Calendar with rich event summaries A confirmation email is sent automatically to the customer 🧰 Setup steps Connect your Instagram webhook or messaging API Connect your OpenAI account (chat + voice transcription) Connect Google Calendar for reservations Connect Gmail for confirmation emails Customize your FAQs and availability rules Set your business timezone That’s it — your Instagram assistant is ready to work 24/7 ✨ 🔄 Customization tips Update FAQs anytime without retraining the AI Adjust tone and branding in the system message Customize calendar summaries and email templates Add rescheduling, cancellation, or reminders Clone the workflow for multiple beauty brands or clients 🤝 Need Help Setting It Up or Customizing It? If you’d like help connecting Instagram, setting up Google Calendar and Gmail, or customizing this AI assistant for your business or for clients… 📩 I offer setup and customization services including: Instagram DM automation setup Google Calendar & Gmail configuration Timezone-safe booking logic FAQ structuring and prompt tuning Branding and tone customization Error handling and escalation logic You can reach me here: Email: tharwat.elsayed2000@gmail.com WhatsApp: +20 106 180 3236

📄 What this workflow does This workflow automatically turns any uploaded video into structured blog research using AI tools. It transcribes the video, extracts keywords, runs research based on those keywords, and saves the final result to a Google Sheet. It uses Dumpling AI for transcription and research, OpenAI for keyword extraction, and Google Sheets for organizing the output. 👤 Who is this for This workflow is perfect for: Content creators who repurpose video content into blog posts SEO and marketing teams looking to extract topics and keyword insights from video materials Anyone who wants to automate video-to-text and research workflows without doing it manually ✅ Requirements Google Drive** account with a folder to watch for video uploads Dumpling AI** API access for transcription and agent research OpenAI (GPT-4o)** credentials for keyword extraction Google Sheets** document with the following column headers: Keywords topicsFromPerplexity blogPostsFromGoogle ⚙️ How to set up Connect your Google Drive and choose the folder where videos will be uploaded. Set up your Dumpling AI and OpenAI GPT-4o API credentials. Create a Google Sheet with the required columns. Replace the default folder ID and spreadsheet ID in the workflow with your own. Activate the workflow to start watching for new videos. 🔁 How it works (Workflow Steps) Watch Uploaded Videos: Triggers when a new video is added to your selected Google Drive folder. Download Video: Downloads the uploaded video file. Convert Video to Base64: Prepares the video for API submission by converting it to base64. Transcribe with Dumpling AI: Sends the video to Dumpling AI to get a full transcript. Extract Keywords with OpenAI: Analyzes the transcript and extracts five key SEO keywords. Run Competitor Research via Dumpling AI: Uses those keywords to fetch related topics and blog examples from Perplexity and Google. Format Results for Google Sheets: Formats the research results into clean text blocks. Append to Google Sheets: Saves the data into your specified Google Sheet. 🛠️ Customization Ideas Add a translation step after transcription to support multilingual content research. Modify the GPT prompt to extract summaries or titles instead of keywords. Change the Google Sheet structure to log video filenames and timestamps. Add email or Slack notifications to alert you when research is complete.

Who’s it for This template is for small business owners like contractors, consultants, and agency owners who close deals via email. How it works Think of this as a 24/7 personal assistant for your inbox. Every five minutes, the workflow "reads" your new emails. It instantly filters out the junk (like newsletters or internal notifications). The AI then analyzes the email to figure out what the customer wants. Then automatically puts a label on the email in Gmail (like "Action Required" or "Urgent"). Most importantly, it saves a "memory" of that email. How to set up Gmail: Connect your Gmail account using OAuth2 credentials. AI Models: Add your OpenAI API key to the GPT-4o node. JigsawStack: Provide API keys for JigsawStack (the optional fallback classifier) and Mem0.ai in the respective HTTP Header Auth credentials. Domain Filter: In the [Router]: Triage Streams node, update the second rule to match your company's domain (e.g., your-sme-domain.com) to filter out internal emails. Requirements n8n version 1.0+ Gmail OAuth2 Credentials OpenAI API Key Mem0.ai Account JigsawStack API Key (Optional but recommended for fallback) This template as a foundation You can easily extend it with other worklfows like: AI Email Drafting:** Automatically generate draft replies based on the "LABELS" powered by Mem0. Weekly Intelligence Summaries:** Use the Mem0 database to generate a Friday afternoon digest of all deals closed or pending. Risk Assessment:** Flag emails containing specific liability keywords or "Cold Outreach" for immediate archiving.

How It Works This N8N template demonstrates using Foxit's Extraction API to get information from an incoming document and then using Diffbot's APIs to turn the text into a list of organizations mentioned in the document and create a summary. How it works Listen for a new file added to a Google Drive folder. When executed, the bits are downloaded. Upload the bits to Foxit. Call the Extract API to get the text contents of the document. Poll the API to see if it's done, and when it is, grab the text. Send the text to Diffbot API to get a list of entities mentioned in the doc as well as the summary. Use a code step to filter the entities returned from Diffbot to ones that are organizations, as well as filtering to a high confidence score. Use another code step to make an HTML string from the previous data. Email it using the GMail node. Requirements A Google account for Google Drive and GMail Foxit developer account (https://developer-api.foxit.com) Diffbot developer account (https://app.diffbot.com/get-started) Next Steps This workflow assumes PDF input, but Foxit has APIs to convert Office docs to PDF and that flow could be added before the Extract API is called. Diffbot returns an incredible set of information and more could be used in the email. Instead of emailing, you could sort documents by organizations into new folders.

Description This workflow is designed for B2B/SaaS teams who want to secure renewals before it’s too late. It runs every day, identifies all accounts whose licenses are up for renewal in J–30, enriches them with CRM, product usage and support data, computes an internal churn risk level, and then triggers the appropriate playbook: HIGH risk** → full escalation (tasks, alerts, emails) MEDIUM risk** → proactive follow-up by Customer Success LOW risk** → light renewal touchpoint / monitoring Everything is logged into a database table so that you can build dashboards, run analysis, or plug additional automations on top. How it works Daily detection (J–30 renewals) A scheduled trigger runs every morning and queries your database (Postgres / Supabase) to fetch all active subscriptions expiring in 30 days. Each row includes the account identifier, name, renewal date and basic commercial data. Data enrichment across tools For each account, the workflow calls several business systems to collect context: HubSpot → engagement history Salesforce → account profile and segment Pipedrive → deal activities and associated products Analytics API → product feature usage and activity trends Zendesk → recent support tickets and potential friction signals All of this is merged into a single, unified item. Churn scoring & routing An internal scoring step evaluates the risk for each account based on multiple signals (engagement, usage, support, timing). The workflow then categorizes each account into one of three risk levels: HIGH – strong churn signals → needs immediate attention MEDIUM – some warning signs → needs proactive follow-up LOW – looks healthy → light renewal reminder A Switch node routes each account to the relevant playbook. Automated playbooks 🔴 HIGH risk Create a Trello card on a dedicated “High-Risk Renewals” board/list Create a Jira ticket for the CS / AM team Send a Slack alert in a designated channel Send a detailed email to the CSM and/or account manager 🟠 MEDIUM risk Create a Trello card in a “Renewals – Follow-up” list Send a contextual email to the CSM to recommend a proactive check-in 🟢 LOW risk Send a soft renewal email / internal note to keep the account on the radar Logging & daily reporting For every processed account, the workflow prepares a structured log record (account, renewal date, risk level, basic context). A Postgres node is used to insert the data into a churn_logs table. At the end of each run, all processed accounts are aggregated and a daily summary email is sent (for example to the Customer Success leadership team), listing the renewals and their risk levels. Requirements Database A table named churn_logs (or equivalent) to store workflow decisions and history. Example fields: account_id, account_name, end_date, riskScore, riskLevel, playbook, trello_link, jira_link, timestamp. External APIs HubSpot (engagement data) Salesforce (account profile) Pipedrive (deals & products) Zendesk (support tickets) Optional: product analytics API for usage metrics Communication & task tools Gmail (emails to CSM / AM / summary recipients) Slack (alert channel for high-risk cases) Trello (task creation for CS follow-up) Jira (escalation tickets for high-risk renewals) Configuration variables Thresholds are configured in the Init config & thresholds node: days_before_renewal churn_threshold_high churn_threshold_medium These parameters let you adapt the detection window and risk sensitivity to your own business rules. Typical use cases Customer Success teams who want a daily churn watchlist without exporting spreadsheets. RevOps teams looking to standardize renewal playbooks across tools. SaaS companies who need to prioritize renewals based on real risk signals rather than gut feeling. Product-led organizations that want to combine usage data + CRM + support into one automated process. Tutorial video Watch the Youtube Tutorial video About me : I’m Yassin a Project & Product Manager Scaling tech products with data-driven project management. 📬 Feel free to connect with me on Linkedin

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. This n8n template automatically parses bank transaction emails (HDFC, Indian Bank, Indian Overseas Bank, UPI apps like Google pay, Paytm, etc.) - The from email(bank name/UPI apps) is changable, classifies them using Gemini AI, and logs them into a structured Google Sheets budget tracker. It helps you consolidate expenses, compare against monthly budgets, and get real-time alerts when limits are exceeded. 📝 Problem Statement Tracking expenses manually from different bank emails and UPI apps is frustrating, time-consuming, and error-prone. Small transactions often slip through, making budget control difficult. This workflow solves that by: Automatically extracting financial data from Gmail. Categorizing expenses using AI parsing. Saving all data into Google Sheets in a structured way. Comparing with monthly budgets and raising alerts. Target Audience: Individuals who want personal budget automation. Families managing shared household spending. Small teams looking for a lightweight financial log. ⚙️ Setup Prerequisites An n8n instance (self-hosted or cloud). A Google account with Gmail + Google Sheets enabled. Pre-created Google Sheets file with 2 tabs: Expenses Budgets A configured Gemini API connection in n8n. 📊 Google Sheets Template Expenses Tab (columns in order): Timestamp | Date | Account | From | To | Type | Category | Description | Amount | Currency | Source | MessageId | Status Budget Tab (columns in order): Month | Category | Budget Amount | Notes | UpdatedAt Yearly Summary Tab (auto-calculated): Year | Month | Category | Total Expense | Budget | Variance | Alert Variance = Budget - Total Expense Alert = ⚠️ Over Budget when spending > budget 🚀 How It Works Gmail: Gmail Trigger captures new bank/UPI emails. Gemini AI Parser extracts structured details (date, amount, category, etc.). Filter Node ensures only valid financial transactions are logged. Information extractor will extract the information like Date, account, transaction type(Credit/Debit), description, currency, status, messageId, from email, to email, category -> checks if the transaction is 'Credit' or 'Debit' then appends the details to the respective google sheet Budget Validator checks against monthly allocations. If the expense is above the budget is raises an alert and will send a email to the connected account. For sending email I wrote a Google Sheet App script: var ss = SpreadsheetApp.getActiveSpreadsheet(); var monthly = ss.getSheetByName("MonthlySummary"); var yearly = ss.getSheetByName("YearlySummary"); // Get values from Monthly Summary var totalExpense = monthly.getRange("D2").getValue(); var budget = monthly.getRange("E2").getValue(); // Get current date info var now = new Date(); var month = Utilities.formatDate(now, "GMT+5:30", "MM"); var year = Utilities.formatDate(now, "GMT+5:30", "yyyy"); var status = (totalExpense > budget) ? "Alert" : ""; // Append to Yearly Summary yearly.appendRow([year, month, totalExpense, status]); // If budget exceeded, send alert email if (status === "Alert") { var emailAddress = "YOUR EMAIL"; var subject = "⚠️ Budget Exceeded - " + month + "/" + year; var body = "Your total expenses this month (" + totalExpense + ") have exceeded your budget of " + budget + ".\n\n" + "Please review your spending."; MailApp.sendEmail(emailAddress, subject, body); } // 🔄 Reset Monthly Summary var lastRow = monthly.getLastRow(); if (lastRow > 3) { // assuming headers in first 2-3 rows monthly.getRange("A4:C" + lastRow).clearContent(); } // Reset total in D2 monthly.getRange("D2").setValue(0); } Monthly summary auto-calculates the expense and updates the expense for every month and budgets(sum all budgets if there are more than 1 budgets). Yearly Summary auto-updates and raises over-budget alerts. Telegram: Takes input from a telegram bot which is connected to the n8n workflow telegram trigger. Gemini AI Parser extracts structured details (date, amount, category, etc.). Then it checks, whether the manually specified details is 'budget' or 'expense', then splits the data -> parse the data -> then again check whether it is 'Budget' or 'Expense' then appends the structured data to the respective google sheet. Monthly summary auto-calculates the expense and updates the expense for every month and budgets(sum all budgets if there are more than 1 budgets). Yearly Summary auto-updates and raises over-budget alerts. 🔧 Customization Add support for more banks/UPI apps by extending the parser schema. const senderEmail = $input.first().json.From || ""; // Account detection let account = ""; // you can modify the bank names and UPI names here if (/alerts@hdfcbank\.net/i.test(senderEmail)) account = "HDFC Bank"; // you can modify the bank names and UPI names here else if (/ealerts@iobnet\.co\.in/i.test(senderEmail)) account = "Indian Overseas Bank"; else if (/alerts@indianbank\.in/i.test(senderEmail)) account = "Indian Bank"; else if (/@upi|@okhdfcbank|@okaxis|@okicici/i.test(emailBody)) { if (/gpay|google pay/i.test(emailBody)) account = "Google Pay"; else if (/phonepe/i.test(emailBody)) account = "PhonePe"; else if (/paytm/i.test(emailBody)) account = "Paytm"; else account = "UPI"; } else { account = "Other"; } // If account is "Other", skip output if (account === "Other") { return []; } // Output return [{ account, from: senderEmail, // exact Gmail "From" metadata snippet: emailBody, messageId: $input.first().json.id || "" }]; Create custom categories (e.g., Travel, Groceries, Subscriptions). Send real-time alerts via Telegram/Slack/Email using n8n nodes. Share the Google Sheet with family or team for collaborative use. 📌 Usage The workflow runs automatically on every new Gmail transaction email and financial input on the telegram bot. At the end of each month, totals are calculated in the Yearly Summary tab. Users only need to maintain the Budget tab with updated monthly allocations.