Workflow Templates

How it works This workflow is triggered when the contact form is submitted. It automatically saves the inquiry details to Google Sheets and sends a notification to Slack. You can then review the inquiry and reply directly from Slack using the Contact button. How to use Open the Gmail node and set up the Credential. Open the Google Sheets node and set up the Credential. Open the Slack node and set up the Credential to allow sending messages. You can create a new Slack App here. Open the ContactWebhook node and configure Basic Auth. Open the Config node and update the contactWebhookUrl parameter to match the Production URL from the ContactWebhook node. Customizing this workflow You can customize the Slack notification message in the Config node. You can modify the reply email body in the Gmail node. We recommend including a scheduling link (e.g., to book a meeting).

How It Works This workflow automates patient care coordination in healthcare settings by intelligently processing patient information and scheduling follow-up communications through multiple channels. Designed for healthcare administrators, clinic coordinators, and medical practice managers, it solves the critical problem of manual patient follow-up management and inconsistent communication across care teams. The system receives patient intake data, uses AI-powered agents to analyze care requirements and determine appropriate notification timing, then automatically dispatches personalized messages via email and SMS. The workflow leverages OpenAI's advanced models for care coordination logic and notification content generation, ensuring contextually appropriate and timely patient communications while maintaining conversation history for continuity of care. Setup Steps Configure OpenAI credentials with API key for AI model access Set up EHR System Tool node with your electronic health records integration endpoint Configure Scheduling System Tool with your appointment management system API Connect Gmail account for email notifications with OAuth authentication Add Twilio credentials for SMS delivery with account SID and auth token Customize Care Coordination Agent Tool parameters for your clinical protocols Prerequisites Active OpenAI API account with credits, connected email service (Gmail recommended) Use Cases Post-appointment follow-up reminders, medication adherence check-ins, preventive care scheduling Customization Modify AI prompts in agent tools to match your clinical workflows, adjust notification timing logic Benefits Reduces administrative workload by 70%, ensures consistent patient follow-up

This workflow creates a fully automated B2B lead generation & outreach pipeline. It combines BrowserAct (for scraping) with Google Gemini AI (for writing) to automate the entire prospecting process. It takes a search request via a Form, scrapes verified leads from Apollo.io, uses AI to write a personalized cold email for EACH lead, saves everything to Google Sheets, and notifies you via Gmail when the batch is done. How it works Form Trigger:** You input the Target Role (e.g., "Engineer") and Location (e.g., "New York"). BrowserAct Automation:** Triggers a remote browser to search Apollo.io and extract contact details (Name, Job, Company, Email). AI Email Drafter:* *Google Gemini** reads the lead's info and automatically generates a personalized cold email draft tailored to their role and company. Data Merging:** Seamlessly combines the scraped contact info with the AI-generated email content. Google Sheets Storage:** Appends the full profile + the AI email draft into your spreadsheet. Email Notification:* Sends you a summary report via *Gmail** listing who was scraped and confirming the job is finished. Set up steps BrowserAct Configuration Double-click the "Run a workflow" node and paste your specific BrowserAct Workflow ID. Google Sheets Setup Create a new Google Sheet. Crucial: Add these headers in the first row: id, name, email, job_title, profile_url, company, location, email_draft. Update the "Save to Google Sheets" node to select this file. Credentials BrowserAct Account Google Gemini (PaLM) API (for AI generation) Google Sheets (Service Account or OAuth2) Gmail (OAuth2 - for notifications)

Automate your lead qualification process with AI-driven scoring! This workflow captures website form submissions, automatically scores leads using AI based on custom criteria, stores data in Google Sheets, sends instant notifications to your sales team via Telegram, and delivers personalized auto-reply emails to prospects. Who's it for Sales and marketing teams managing inbound leads Agencies handling client inquiries SaaS companies qualifying trial signups B2B businesses prioritizing lead follow-up Service providers automating client onboarding How it works Webhook receives form submission from your website Extracts all form fields (name, email, company, etc.) AI analyzes submission and assigns priority score (⚪️🟢🔵🟣🔴) Combines form data with AI score Saves complete lead data to Google Sheets Sends instant notification to sales team via Telegram Delivers personalized auto-reply email to prospect

Overview Intelligent email-to-WhatsApp automation that monitors Gmail and Outlook accounts, uses Google Gemini AI to filter important emails, and forwards them to WhatsApp via Evolution API. Key Features Multi-account support (Gmail + 2 Outlook accounts) AI-powered email classification with Google Gemini Automatic Arabic translation for foreign emails Approved sender whitelist Security email prioritization (2FA, activations, passwords) Spam and promotion filtering Automatic mark-as-read Link extraction from emails Setup Requirements Services Needed: n8n instance Gmail account with API access Microsoft Outlook account(s) Google Gemini API key (free tier available) Evolution API (self-hosted WhatsApp API) Credentials to Add: Gmail OAuth2 Microsoft Outlook OAuth2 Google Gemini API Evolution API Configuration Steps Import workflow Add all credentials in n8n Update WhatsApp numbers in all "Send" nodes (format: number@s.whatsapp.net) Replace "YourInstanceName" with your Evolution API instance Customize approved sender emails in AI Agent system prompts Test and activate How It Works Workflow monitors emails every minute, parses content with JavaScript, classifies importance with Google Gemini AI, extracts links, translates non-Arabic content, and sends formatted messages to WhatsApp. Use Cases Perfect for professionals needing instant mobile notifications for critical emails while filtering spam and promotions.

How it works This workflow identifies HubSpot deals that have gone untouched for 21+ days and automatically updates their status to Closed Lost. It fetches associated contacts, retrieves their details, and sends personalized follow-up emails requesting feedback. Finally, it notifies your team via Slack about the deals moved to Closed Lost. The workflow runs on a scheduled interval, ensuring consistent lead management without manual intervention. Step-by-step 1. Trigger the workflow Schedule Trigger** – Runs the workflow at a defined interval (daily, weekly, etc.). Get HubSpot Deals** – Retrieves all deals with key properties from HubSpot. Extract Deal Fields** – Normalizes deal data for consistent processing. 2. Identify and update cold deals Filter Cold Leads (21+ days)** – Keeps only deals not updated in the past 21 days. Update Deal to Closed Lost** – Marks stale deals as Closed Lost in HubSpot. 3. Map deals to contacts Fetch Deal Associations** – Retrieves contacts linked to filtered deals. Extract Contact IDs** – Parses associations to get contactId, dealId, and dealName. Get Contact Details** – Fetches enriched contact information. Extract Contact Email** – Simplifies data, keeping only the email field. 4. Follow-up & team notification Send Gmail Feedback Request** – Sends a personalized thank-you email requesting feedback. Send Slack Notification** – Alerts the team about deals updated to Closed Lost. Why use this? Ensures timely closure of stale HubSpot deals, keeping your pipeline clean. Automates follow-up emails to gather valuable feedback from disengaged leads. Reduces manual effort in deal management and contact outreach. Keeps your team informed in real-time with Slack notifications. Improves sales process efficiency and lead data hygiene.

Email Automation Workflow Template This n8n template demonstrates how to automate email classification, labeling, draft generation, and logging using Gmail, OpenAI, and Google Sheets. Use cases include customer support management, sales inquiry handling, and keeping track of incoming emails efficiently in a structured way. Good to know Gmail OAuth2 credentials are required for sending, labeling, and drafting emails. OpenAI credentials are needed for generating draft responses. Google Sheets must have Logs and Errors sheets with the correct columns (Original Email, Decision, Output Email for Logs; Node with Error, Error Message, Time, Execution ID, Workflow ID for Errors). The workflow is designed to handle multiple emails simultaneously and continues even if a node fails. How it works The workflow is triggered by new emails in Gmail. Emails are classified into categories: Support, Sales, Complaints, Information, or Other. Based on the classification: Support and Sales emails → Draft response generated with OpenAI and labeled in Gmail. Complaints, Information, and Other → Emails labeled accordingly. All processed emails and generated outputs are logged in Google Sheets (Logs). Any workflow errors are captured in the Errors sheet for debugging. How to use Test with a sample email to confirm classification, draft generation, labeling, and logging work correctly. Update Google Sheets nodes with your document ID and sheet names. Requirements Gmail account with OAuth2 credentials OpenAI account for draft generation Google Sheets account for logging Customizing this workflow Add new email categories or refine existing ones. Adjust draft responses or templates for Support/Sales. Integrate with other apps or systems for more advanced automation (e.g., CRM updates, notifications).

This is a fully working n8n workflow that sends prescriptions to patients via email and WhatsApp when a doctor enters prescription data into a Google Sheet. 📋 Google Sheets Structure Main Sheet: Required columns: prescription_id (unique ID) patient_name patient_email patient_phone doctor_name prescription_date prescription_details dosage_instructions followup_date (optional) prescription_status (set to "new" for new prescriptions) Log Sheet: This will be auto-created with columns for tracking sent notifications. 🔧 Required Credentials Setup Google Sheets OAuth2 API: Connect your Google account SMTP Credentials: For email sending (Gmail, Outlook, etc.) WhatsApp API: Meta Business WhatsApp API credentials ⚙️ Configuration Steps Replace YOUR_GOOGLE_SHEET_ID with your actual Google Sheet ID Replace YOUR_WHATSAPP_PHONE_NUMBER_ID with your WhatsApp Business phone number ID Update the email sender address in the "Send Email" node Set up your credentials in n8n 🌟 Features Included Automated Trigger**: Monitors Google Sheet for new prescriptions Smart Filtering**: Only processes prescriptions with status "new" Rich Email Format**: Professional HTML email with prescription details WhatsApp Integration**: Sends formatted prescription text Comprehensive Logging**: Tracks all sent notifications Status Updates**: Marks prescriptions as "sent" after processing Error Handling**: Logs success/failure status for both channels 📱 Sample Data Format Add rows to your sheet like this: prescription_id: RX001 patient_name: John Doe patient_email: john@email.com patient_phone: +1234567890 doctor_name: Dr. Smith prescription_date: 2025-01-15 prescription_details: Amoxicillin 500mg capsules dosage_instructions: Take 1 capsule 3 times daily with food followup_date: 2025-01-22 prescription_status: new

How It Works A webhook or timer triggers the workflow to automatically fetch inventory data from multiple platforms. Stock levels are compared across stores to identify discrepancies, and any inconsistencies are updated on the respective platforms in real time. All changes and updates are recorded in Google Sheets for easy tracking, and email alerts are sent to notify relevant team members of any exceptions or issues that require attention. This ensures inventory accuracy and timely response to stock mismatches. Setup Steps Add Shopify and/or WooCommerce API credentials to enable secure data access. Connect Google Sheets for comprehensive logging of all inventory updates and Gmail for sending timely email alerts. Configure the sync frequency within the Function nodes to control how often inventory data is fetched, compared, and updated. Prerequisites Shopify/WooCommerce API keys Google Sheets access Gmail credentials n8n instance Customization Add ERPNext or custom APIs Enable Slack notifications AI discrepancy detection Benefits Real-time inventory accuracy Automated cross-platform updates Centralized audit logging

Who this template is for This template is designed for n8n users running workflows in production who need reliable and structured error monitoring, not just basic alerts. It’s especially useful for: Automation engineers and developers Teams running business-critical workflows Anyone who wants smarter alerting with reduced noise What this workflow does This workflow acts as a global, severity-based error monitoring system for n8n. When a linked workflow fails, it automatically: Classifies the error by severity (Critical, High, Normal) Routes alerts based on severity level Sends notifications via Telegram and Email Logs critical errors for auditing and troubleshooting This ensures important issues are escalated properly, while avoiding unnecessary alert fatigue. How it works An Error Trigger captures execution failures from linked workflows. A Code node analyzes the error and assigns a severity level. Alerts are routed based on severity: 🔴 Critical → Email + Telegram + Logging 🟠 High → Telegram alert 🟡 Normal → Telegram alert All alerts include rich context such as workflow name, failed node, execution time, and execution URL. The workflow only runs when an error occurs. How to set up Configure the required credentials (Telegram, Email, optional Google Sheets). Replace placeholder values such as: YOUR_TELEGRAM_CHAT_ID YOUR_ALERT_EMAIL Activate this workflow. Open any workflow you want to monitor. In Workflow Settings, set Error Workflow to this workflow. Save and test by triggering an error. Requirements An active n8n instance (cloud or self-hosted) Telegram Bot credentials Email credentials (for critical alerts) Optional: Google Sheets credentials for logging How to customize the workflow You can extend this workflow by: Adding more alert channels (Slack, Discord, etc.) Adjusting severity classification logic Implementing rate-limiting or noise reduction Logging errors to databases or external monitoring tools Detailed instructions and explanations are included inside the workflow using sticky notes.

This n8n workflow automates the monitoring of warehouse inventory and sales velocity to predict demand, generate purchase orders automatically, send them to suppliers, and record all transactions in ERP and database systems. It uses AI-driven forecasting to ensure timely restocking while maintaining operational efficiency and minimizing stockouts or overstocking. Key Features Automated Scheduling:** Periodically checks inventory and sales data at defined intervals. Real-Time Data Fetching:** Retrieves live warehouse stock levels and sales trends. AI Demand Forecasting:** Uses OpenAI GPT to predict future demand based on sales velocity and stock trends. Auto-Purchase Orders:** Automatically generates and sends purchase orders to suppliers. ERP Integration:** Logs completed purchase orders into ERP systems like SAP, Oracle, or Netsuite. Database Logging:** Saves purchase order details and forecast confidence data into SQL databases (PostgreSQL/MySQL). Email Notifications:** Notifies relevant teams upon successful order creation and logging. Modular Configuration:** Each node includes configuration notes and credentials setup instructions. Workflow Process Schedule Trigger Runs every 6 hours to monitor stock and sales data. Interval can be adjusted for higher or lower frequency checks. Fetch Current Inventory Data Retrieves live inventory levels from the warehouse API endpoint. Requires API credentials and optional GET/POST method setup. Fetch Sales Velocity Pulls recent sales data for forecasting analysis. Used later for AI-based trend prediction. Merge Inventory & Sales Data Combines inventory and sales datasets into a unified JSON structure. Prepares data for AI model input. AI Demand Forecasting Sends merged data to OpenAI GPT for demand prediction. Returns demand score, reorder need, and confidence levels. Parse AI Response Extracts and structures forecast results. Combines AI data with original inventory dataset. Filter: Reorder Needed Identifies items flagged for reorder based on AI output. Passes only reorder-required products to next steps. Create Purchase Order Automatically creates a PO document with item details, quantity, and supplier information. Calculates total cost and applies forecast-based reorder logic. Send PO to Supplier Sends the generated purchase order to supplier API endpoints. Includes response validation for order success/failure. Log to ERP System Records confirmed purchase orders into ERP platforms (SAP, Oracle, Netsuite). Includes timestamps and forecast metrics. Save to Database Stores all PO data, supplier responses, and AI forecast metrics into PostgreSQL/MySQL tables. Useful for long-term audit and analytics. Send Notification Email Sends summary emails upon PO creation and logging. Includes PO ID, supplier, cost, and demand reasoning. Setup Instructions Schedule Trigger:** Adjust to your preferred interval (e.g., every 6 hours or once daily). API Configuration:** Provide credentials in Inventory, Sales, and Supplier nodes. Use Authorization headers or API keys as per your system. AI Node (OpenAI):** Add your OpenAI API key in the credentials section. Modify the prompt if you wish to include additional forecasting parameters. ERP Integration:** Replace placeholder URLs with your ERP system endpoints. Match fields like purchase order number, date, and cost. Database Connection:** Configure credentials for PostgreSQL/MySQL in the Save to Database node. Ensure tables (purchase_orders) are created as per schema provided in sticky notes. Email Notifications:** Set up SMTP credentials (e.g., Gmail, Outlook, or custom mail server). Add recipients under workflow notification settings. Industries That Benefit This automation is highly beneficial for: Retail & E-commerce:** Predicts product demand and auto-orders from suppliers. Manufacturing:** Ensures raw materials are restocked based on production cycles. Pharmaceuticals:** Maintains optimum inventory for high-demand medicines. FMCG & Supply Chain:** Balances fast-moving goods availability with minimal overstocking. Automotive & Electronics:** Prevents delays due to missing components. Prerequisites API access to inventory, sales, supplier, and ERP systems. Valid OpenAI API key for demand forecasting. SQL database (PostgreSQL/MySQL) for record storage. SMTP or mail server credentials for email notifications. n8n environment with required nodes installed (HTTP, AI, Filter, Email, Database). Modification Options Change forecast logic or thresholds for different industries. Integrate Slack/Teams for live notifications. Add approval workflow before sending POs. Extend AI prompt for seasonality or promotional trends. Add dashboard visualization using Grafana or Google Sheets. Explore More AI Workflows: Get in touch with us to build industry-grade n8n automations with predictive intelligence.

Streamline your recruitment process with AI-powered resume analysis that goes beyond keyword matching. Overview This workflow revolutionizes hiring by using specialized AI agents to intelligently analyze resumes for different positions. Unlike traditional ATS systems that rely on keyword matching, this solution provides deep, contextual analysis of candidate qualifications and automatically manages the entire screening process from application to response. How it works Application Submission - Candidates complete a form with personal details, select their desired position (ICT, Customer Care, Accounting, or HR), and upload their resume Secure Storage - Resumes are automatically saved to Google Drive for permanent record-keeping Intelligent Routing - A switch node classifies applications by position and routes them to specialized AI agents AI Analysis - Position-specific agents (each with customized prompts and guardrails) extract text from PDFs and rate candidates on a 1-10 scale with detailed commentary CRM Integration - All data (timestamp, candidate info, position, score, AI comments, resume link) flows into Google Sheets for easy tracking Automated Response - A secondary workflow sends interview invitations to high-scoring candidates (7-10) and professional rejection emails to others (below 7) Key Benefits ✅ Contextual Analysis - AI understands skills and experience, not just keywords ✅ Faster Hiring - Close applications once you have enough qualified candidates ✅ No Expertise Required - HR teams don't need technical knowledge in every field ✅ Fully Automated - From submission to interview invitation without manual intervention ✅ Customizable - Adjust AI prompts and scoring criteria for each position ✅ Transparent - All AI reasoning is logged for review Set up steps Time to set up: ~30-45 minutes Prerequisites: n8n instance (cloud or self-hosted) Google Drive account Google Sheets account AI provider credentials (OpenAI, Anthropic, or compatible API) Email service (Gmail, SMTP, or other n8n-supported service) Quick Setup: Import the workflow into your n8n instance Connect your Google Drive and Google Sheets accounts Configure your AI provider credentials in the agent nodes Customize AI prompts for each position in the respective agent nodes (detailed instructions in sticky notes) Set up your email service credentials Customize email templates for invitations and rejections Test with sample resumes for each position Deploy your application form and share the link Detailed configuration instructions are included in sticky notes within the workflow. Use Cases Startups scaling their team quickly HR departments handling high application volumes Agencies managing recruitment for multiple clients Companies hiring for specialized technical roles Customization Options Adjust scoring thresholds for each position Modify AI evaluation criteria via prompts Add additional positions with dedicated agents Integrate with your existing HRIS or ATS Add SMS notifications for candidates Note: This workflow includes two separate flows - the main screening workflow and an automated response workflow. Both are included in the download.