Workflow Templates

AI-Powered Invoice Extraction & Automation System Workflow Aim The aim of the Invoice Data Automation workflow is to streamline invoice processing by extracting, validating, and storing invoice details automatically. It uses AI to read invoices (from images/PDFs), structures the data in JSON, checks for missing or duplicate entries, and records the information in a Google Sheet while also uploading the original invoice to Google Drive. Additionally, it sends email notifications for successful entries, duplicates, or missing fields. Goal The goal is to: Allow users to upload invoice images/files via chat. Extract invoice data using AI and format it into a structured JSON. Validate mandatory fields like invoice_id, shop_name, date, Total, and items. Check if the invoice already exists in the Google Sheet. Append new invoices to Google Sheets and upload the original file to Google Drive. Notify the user via email about success, duplicates, or errors. This ensures that invoices are processed accurately, efficiently, and securely with minimal manual effort. Requirements The workflow relies on specific components and configurations: n8n Platform The automation is built and hosted on n8n, which orchestrates the entire workflow. Node Requirements When chat message received – Triggers the workflow when a user submits an invoice. Analyze image1 – Uses Google Gemini Vision AI to extract invoice data from the uploaded file. AI Agent1 + Google Gemini Chat Model1 – Restructures the extracted data into strict JSON format. Make data in JSON structure format – Prepares and organizes the structured output. Get data – Looks up the Google Sheet to check if the invoice already exists. check if Data exist or not in table – Decides whether to process as new data or duplicate. New data add using payload / Check Mandatory fields – Ensures invoice JSON is valid and complete. If – check missing field – Branches based on whether mandatory fields are present. no missing field – new data add using payload 2 – Passes only verified invoices forward. Append data to sheet – Saves invoice data in Google Sheets. Upload invoice to drive – Uploads the original invoice file to Google Drive. Send successful email – Notifies the user of successful entry. Duplicate entry send mail – Alerts the user if the invoice already exists. Send missing field error on mail – Sends an error email if mandatory fields are missing. Credentials Google Gemini (PaLM) API** – For AI-based invoice data extraction and formatting. Google Sheets API** – For storing structured invoice records. Google Drive API** – For uploading original invoices. Gmail API** – For sending success, duplicate, and error notifications. Input Requirements Invoice file (Image or PDF). Output Structured invoice data in Google Sheets. Original invoice stored in Google Drive. Notifications sent via Gmail (success, duplicate, or error). API Usage Google Gemini (PaLM API):** Used in Analyze image1 and AI Agent1 to extract and structure invoice data. It ensures fields like invoice_id, shop_name, date, and items are clearly formatted. Google Sheets API:** Used in Get data and Append data to sheet nodes to validate duplicates and store new invoices. Google Drive API:** Used in Upload invoice to drive to securely store the original uploaded invoice file. Gmail API:** Used in Send successful email, Duplicate entry send mail, Send missing field error on mail to notify users about the status of invoice processing. Workflow Summary The Invoice Data Automation workflow automates the entire process of invoice handling by: Receiving invoice uploads via chat. Extracting invoice details with AI (Google Gemini). Structuring and validating the data in JSON format. Checking Google Sheets for duplicates. Appending new invoices to the sheet and uploading originals to Google Drive. Sending email notifications to keep the user updated on the process outcome. This end-to-end automation ensures invoices are handled with speed, accuracy, and transparency, reducing manual work and eliminating common errors in invoice management.

Eliminate weeks of waiting and mountains of paperwork with intelligent expense automation that processes reimbursements in 72 hours instead of 2–3 weeks — delivering 90% reduction in manual processing time. What This Workflow Does Transforms your expense reimbursement process from bureaucratic nightmare to seamless automation: 📝 Captures Expenses – Jotform intake with receipt upload and expense details ⚙️ Policy Validation – Automatically validates against company rules (categories, amount limits) 🚦 Smart Routing – Intelligent approval workflow based on expense amount: < $100 → Auto-approve instantly (compliant expenses only) $100–$500 → Manager approval via Slack notification $500+ → Finance Director approval via Slack notification 🚫 Violation Detection – Flags policy violations with clear rejection reasons 📊 Audit Trail – Complete expense history logged to Google Sheets ✉️ Automated Communication – Professional approval/rejection emails automatically sent Key Features Policy Compliance Engine – Configurable rules for expense categories and amount limits Three-Tier Approval System – Auto-approve, manager review, and director approval paths Real-Time Violation Flagging – Instant detection of non-compliant expenses Comprehensive Audit Logging – Every expense tracked with timestamps and approver details Professional Email Templates – Branded communication for every outcome Slack Integration – Real-time notifications with expense context for quick decisions Zero Manual Processing – Seamless automation from submission to reimbursement Perfect For Finance Teams – Processing 50–200+ expense reports monthly Growing Startups – Scaling operations without adding finance headcount Remote-First Companies – Distributed teams needing async approval workflows Compliance-Focused Organizations – Requiring complete audit trails and policy enforcement SMBs & Enterprises – Companies spending 10–20 hours/week on manual expense processing What You’ll Need Required Integrations Jotform – Expense submission form (free tier works) Create your form for free on Jotform using this link Google Sheets – Audit trail and expense database Gmail – Automated approval/rejection email communication Slack – Manager and Director approval notifications Optional Enhancements QuickBooks/Xero – Automatic expense posting for approved items Google Cloud Vision – OCR for automatic receipt data extraction OpenAI – AI-powered receipt parsing and merchant detection Payment APIs – Direct deposit or check issuance automation Quick Start Import Template – Copy JSON and import into n8n Create Jotform – Build form with fields: Employee name, email, ID, amount, category, merchant, date, description, receipt upload Add Credentials – Jotform, Google Sheets, Gmail, Slack Configure Google Sheet – Replace YOUR_GOOGLE_SHEET_ID with your spreadsheet ID Set Slack Channels – Update manager and director channel IDs in Slack nodes Customize Policies – Edit “Validate Policy” node with your company’s rules: Category limits (meals: $75, travel: $500, office supplies: $200, etc.) Auto-approve threshold (default: $100) Manager approval threshold (default: $500) Test Workflow – Submit test expenses for all scenarios (auto-approve, manager, director, rejection) Deploy & Share – Activate workflow and distribute Jotform link to employees Customization Options 1.Adjust Approval Thresholds – Modify auto-approve limits and escalation amounts 2.Add Approval Levels – Insert additional routing nodes for VP or C-suite approvals 3.Department-Based Routing – Route to different managers based on department 4.Receipt OCR Integration – Add Google Vision + OpenAI for receipt data extraction 5.Accounting System Sync – Connect QuickBooks/Xero for automatic expense posting 6.Duplicate Detection – Flag potential duplicate submissions 7.Budget Monitoring – Add monthly/quarterly budget checks 8.Multi-Currency Support – Add conversion & validation for international expenses 9.Mobile-Optimized Forms – Enhance Jotform for easy phone camera uploads 10.Custom Email Branding – Update templates with your company’s logo and styling Expected Results ⏱️ 72-hour reimbursement vs 2–3 weeks 📉 90% reduction in manual processing time 🧾 100% audit compliance with timestamps & approvers 🗂️ Zero lost receipts – all stored digitally 🧠 Instant policy enforcement – violations caught automatically 😀 Happier employees – fast and transparent reimbursement 🕒 10–15 hours saved weekly for finance teams 🏆 Use Cases 🧑‍💻 Technology Companies Process developer or engineering expenses (software, conferences) with auto-approval under $100. 💼 Sales Organizations Handle high-volume travel expenses — auto-approve meals under $75, route hotels/flights for approval, flag entertainment violations. 🧾 Consulting Firms Manage client reimbursables with project-based routing and full audit trails for client invoicing. 🏥 Healthcare Organizations Track medical reimbursements with department-specific approvals and compliance documentation. 🌍 Remote-First Teams Process global expenses 24/7 with async Slack approvals and instant notifications. Pro Tips Start Conservative – Begin with $50 auto-approve limit, raise later Monthly Policy Reviews – Adjust limits based on expense trends Employee Training – Include policy link in all automated emails Enhanced Slack Approvals – Use Block Kit for approve/reject buttons Receipt Quality Standards – Enforce minimum image resolution Backup Approvers – Add fallback if manager unavailable Executive Dashboard – Connect Sheets → Looker/Tableau Tax Categorization – Align with tax reporting for year-end Benchmark Data – Track average processing time & approval rates Learning Resources This workflow demonstrates: Multi-condition routing with nested IF nodes Policy enforcement using JavaScript logic Audit logging with Google Sheets append/update Async Slack approvals with messaging nodes Email automation using dynamic HTML templates Data normalization for varied Jotform inputs Error handling for invalid submissions Perfect for learning enterprise-grade n8n automation patterns 🎯 Workflow Structure Visualization 📝 Jotform Submission ↓ 🧾 Parse Form Data (Normalize fields) ↓ ⚙️ Validate Against Policy (Check rules) ↓ 🚫 Check Violations? ├─ YES → Set Rejection → Log to Sheets → 📧 Send Rejection Email └─ NO → Route Auto-Approve? ├─ YES (< $100) → ✅ Auto Approve → Log to Sheets → 📧 Send Approval Email └─ NO → Route Manager? ├─ YES ($100-$500) → 📱 Slack Manager → Log to Sheets → ⏳ Await Approval └─ NO ($500+) → 📱 Slack Director → Log to Sheets → ⏳ Await Approval Compliance & Security Features 🧾 Complete Audit Trail – Every expense logged with timestamps 🛡️ Policy Enforcement – Non-compliant submissions blocked early 🔒 Data Privacy – PII secured via n8n credential system ☁️ Receipt Storage – SOC 2–compliant Jotform cloud 👥 Role-Based Access – Slack channel permissions enforced ⚖️ Separation of Duties – Multi-level approval reduces fraud 🚀 Advanced Features to Add 🧠 Receipt OCR with AI – Google Vision + OpenAI for merchant/amount extraction 💵 Accounting Integration – QuickBooks/Xero for GL posting 🏦 Payment Automation – ACH/direct deposit API integration 📱 Mobile App Interface – On-the-go submissions 📈 Budget Monitoring – Real-time spending alerts 📊 Expense Analytics – Automated monthly summaries 🧾 Vendor Management – Flag new vendors for approval 🚗 Mileage Calculator – IRS-compliant reimbursement 💳 Corporate Card Sync – Match credit card transactions 🌐 Per Diem Automation – Geo-based per diem calculation Ready to Transform Your Expense Process? Import this template and start processing reimbursements in hours instead of weeks. Your finance team and employees will thank you! 🎉 Questions or customization needs? The workflow includes detailed sticky notes explaining each section and decision point.

✅ What problem does this workflow solve? Hiring teams often struggle with document follow-ups, offer letter generation, and stakeholder communication. Manual checks, email back-and-forth, and missing files slow down hiring and create chaos during onboarding. This workflow automates the entire offer letter lifecycle-from document validation to offer delivery-so HR teams can move faster with zero manual chasing. ⚙️ What does this workflow do? Monitors candidate records in Google Sheets. Detects pending onboarding documents automatically. Sends reminder emails for missing documents. Generates professional offer letters (HTML → PDF). Emails offer letters to candidates automatically. Notifies hiring managers on Slack. Stores offer letters securely in Google Drive. Tracks onboarding status and document links in Google Sheets. 💡 Main Use Cases Automate offer letter creation and delivery. Eliminate manual follow-ups for missing documents. Keep hiring managers informed in real time. Maintain a clean onboarding audit trail. Improve candidate experience with faster responses. 🧠 How It Works – Step by Step 1. Candidate Data Trigger The workflow monitors Google Sheets for candidate records containing: Name, email, phone Profession and offered salary Document submission status 2. Pending Document Check If documents are pending: A reminder email is sent to the candidate listing missing documents. Candidate status is updated to Documents_Pending. Workflow stops until documents are submitted. 3. Offer Letter Generation If no documents are pending: A customized offer letter is generated dynamically using candidate data. The offer letter is converted from HTML to a professional PDF. The PDF is prepared for distribution and storage. 4. Notifications & Delivery Offer letter PDF is emailed to the candidate. Hiring manager receives a Slack notification about the new joining. 5. Storage & Status Tracking Offer letter PDF is uploaded to Google Drive. Google Sheets is updated with: Offer letter link Candidate status set to Offer_Sent Creates a complete onboarding audit trail. 🗂 Integrations Used Google Sheets** – Candidate tracking and onboarding status Gmail** – Candidate communication and reminders Slack** – Hiring manager notifications Google Drive** – Secure offer letter storage ConvertAPI** – HTML to PDF generation n8n Code Nodes** – Dynamic offer letter creation 👤 Who can use this? This workflow is ideal for: 🏢 HR teams 🚀 Startups and growing companies 🧑‍💼 Recruitment agencies 📋 Operations teams handling onboarding If your hiring process involves repetitive checks and emails, this automation saves hours per hire. 🚀 Benefits ✅ Zero manual document chasing ✅ Consistent, branded offer letters ✅ Faster hiring cycles ✅ Centralized document storage ✅ Clear onboarding visibility

Think of this workflow as your personal shopping assistant that: Watches prices for you 24/7 Learns when prices are good or bad Sends you an email when it's time to buy Keeps a history of all price changes ✅ Prerequisites (What You Need Before Starting) 1. Google Account (Free) You need Gmail and Google Sheets 2. OpenAI Account (Paid - but cheap) Needed for AI price analysis 3. Product URLs Currently configured for Amazon products 🔧 Step-by-Step Configuration STEP 1: Create Your Google Sheets 1.1 Create Products Sheet Go to Google Sheets (sheets.google.com) Click "Blank" to create new spreadsheet Name it "Smart Price Monitor" Create first sheet named "Products" Add these column headers in Row 1: Column A: URL_Product Column B: Product_Name Column C: Target_Price Column D: User_Email Column E: Last_Price Column F: Last_Check Column G: AI_Recommendation Column H: AI_Confidence Column I: Urgency_Score Column J: Predicted_Trend Column K: Should_Buy 1.2 Create Price History Sheet In the same spreadsheet, create new sheet (click + at bottom) Name it "Price_History" Add these column headers in Row 1: Column A: URL_Product Column B: Price Column C: Date Column D: Timestamp 1.3 Add Your First Product In the "Products" sheet, add your first product: Row 2, Column A: Paste full Amazon URL Row 2, Column B: Type product name (e.g., "Sony Headphones") Row 2, Column C: Type your maximum price (e.g., 150) Row 2, Column D: Type your email address STEP 2: Get Google Sheets ID Open your Google Sheet Look at the URL in your browser Copy the long code between /d/ and /edit Example URL: https://docs.google.com/spreadsheets/d/1ABC123xyz456/edit Your ID is: 1ABC123xyz456 Save this ID - you'll need it further STEP 3: Set Up Google Cloud Connection 3.1 Create Google Cloud Project Go to: console.cloud.google.com Click "Create Project" Name it "Price Monitor" Click "Create" 3.2 Enable Google Sheets API In the search bar, type "Google Sheets API" Click on it and click "Enable" STEP 4: Set Up OpenAI Account Go to: platform.openai.com Click "Sign Up" or "Log In" Add payment method (required for API use) Go to: platform.openai.com/api-keys Click "Create new secret key" Name it "n8n-price-monitor" Copy the key (starts with "sk-") IMPORTANT: Save this key safely - you can't see it again! STEP 5: Import the Workflow In n8n, click "Workflows" in the left sidebar Click "Add Workflow" button (top right) Click the three dots menu (⋮) Select "Import from File" Choose the .json file Click "Import" STEP 6: Configure Google Sheets Credentials 6.1 Update Google Sheet IDs You need to update 5 nodes with your Sheet ID: Nodes to update: "Get Products" "Get Price History" "Add to History" "Update Product Sheet" How to update each: Click on the node Find "Document ID" field Delete "YOUR_GOOGLE_SHEETS_DOCUMENT_ID" Paste your Sheet ID from Step 2 Click "Refresh" icon next to the field Select your sheet name from dropdown Click "Execute Node" to test If you see data, it works! STEP 7: Configure OpenAI Credentials Click on "OpenAI Chat Model" node (bottom of workflow) Under "Credential to connect with", click "Create New" Select "OpenAI API" Give it a name: "My OpenAI" Paste your API key from Step 4 (starts with "sk-") Click "Save" STEP 8: Configure Gmail Credentials Click on "Send Email Notification" node Under "Credential to connect with", click "Create New" Select "Gmail OAuth2" Follow the on-screen instructions to connect your Gmail Authorize n8n to send emails on your behalf Click "Save" Test the Workflow 1 Manual Test Make sure you have at least one product in your Google Sheet Click "Execute Workflow" button (top right) Watch the nodes light up as they execute Check for any red error nodes If all green, check your email! 2 Verify Results Check your "Price_History" sheet - you should see new entries Check your "Products" sheet - last columns should be updated If product price meets criteria, check your email for notification Set Up Automatic Execution 1 Replace Manual Trigger Click on "Manual Trigger" node Press Delete key Click "+" to add new node Search for "Schedule Trigger" Select it 2 Activate Workflow Click the toggle switch at the top right It should turn green and say "Active" Your workflow is now running automatically!

Automated Email Verification & Digital Health Card Generator Overview Transform your clinic's patient check-in process with this fully automated pre-registration system. When patients submit their appointment information through your website, this workflow instantly verifies their email, generates a professional digital health card with a scannable QR code, stores it securely in Google Drive, and sends personalized notifications to both the patient and your reception team—all in under 20 seconds. What This Workflow Does This comprehensive automation handles the entire patient pre-check-in journey: Receives Patient Data - Webhook captures form submissions from your website or app with patient details (name, email, phone, appointment date/time, symptoms, age, gender) Validates & Cleans Data - Automatically validates required fields, cleans input data, and generates a unique patient ID with timestamp for tracking Verifies Email Address - Uses VerifiEmail API to ensure email deliverability by checking RFC compliance, MX records, and filtering out disposable/spoof emails Generates QR Code - Creates a unique verification URL and scannable QR code for instant patient identification at reception Builds Professional Health Card - Generates a beautiful, responsive HTML health card featuring: Patient information grid (name, ID, email, phone, age/gender, appointment) Chief complaints/symptoms section Embedded QR code for quick check-in Important appointment instructions Modern gradient design with mobile-responsive layout Converts to PNG Image - Uses HTMLCSSToImg API to convert the HTML card into a high-quality PNG image (900x1200px) Stores in Google Drive - Uploads the health card to an organized "Patients record" folder with patient ID-based naming for easy retrieval Emails Patient - Sends a beautifully formatted email to the patient containing: Their health card as a PNG attachment Appointment details and confirmation Google Drive link for backup access Check-in instructions and preparation tips Notifies Reception Team - Sends real-time Slack message to clinic reception with patient details, verification status, and Drive link Logs to Database - Records complete patient information, timestamps, verification status, and file links in Google Sheets for tracking and analytics Returns Success Response - Sends JSON response back to the website form with patient ID, confirmation, and Drive link Key Features ✅ Email Verification - VerifiEmail API integration prevents failed deliveries and fake emails ✅ Unique Patient IDs - Timestamp-based IDs ensure no duplicates (format: PAT-{timestamp}-{random}) ✅ QR Code Generation - Free QR Server API creates scannable codes for instant check-in ✅ Professional Design - Modern, gradient-styled health cards with responsive layout ✅ Multi-format Output - PNG image format for easy viewing on any device ✅ Cloud Storage - Secure Google Drive storage with organized folder structure ✅ Multi-channel Notifications - Email to patient + Slack to staff for complete coverage ✅ Comprehensive Logging - Google Sheets database for analytics and record-keeping ✅ Error Handling - Graceful failure for invalid emails with user notification ✅ Webhook Response - Real-time feedback to website form for seamless UX ✅ Indian Locale Support - Date/time formatting in Indian format with 12-hour time ✅ Mobile Responsive - Health cards look great on both desktop and mobile devices Perfect For 🏥 Medical Clinics & Healthcare Providers - Streamline patient pre-registration and reduce waiting times 🦷 Dental Practices - Digital check-in for appointments with patient history 💉 Diagnostic Centers - Pre-appointment verification for lab tests and scans 👨‍⚕️ Specialist Doctors - Organized patient records with symptoms documentation 🏃 Physiotherapy Clinics - Track patient visits and treatment history 💆 Wellness Centers & Spas - Appointment management with customer details 🐕 Veterinary Clinics - Pet owner pre-registration system 📋 Any Appointment-Based Business - Adaptable to salons, consultancies, or service providers Business Benefits 💰 Reduced No-Shows - Email verification ensures valid contact information ⏱️ Time Savings - Eliminates manual data entry at reception 📊 Better Analytics - Automated logging provides insights into patient flow ✨ Professional Image - Modern, branded health cards improve patient experience 🔒 Secure Records - Cloud storage with organized folder structure 📱 Contactless Check-in - QR codes enable touch-free reception process 🎯 Improved Communication - Multi-channel notifications keep everyone informed 🚀 Scalable System - Handles high volumes without additional staff Required Services & Credentials VerifiEmail API - Email verification service Sign up at: https://verifi.email HTMLCSSToImg API - HTML to image conversion Sign up at: https://htmlcsstoimg.com Google Drive - Cloud file storage Requires: Google Account with Drive access Gmail - Email delivery Requires: Google Account Slack - Team notifications Requires: Slack workspace Google Sheets - Database logging Requires: Google Account Customization Options Change Health Card Design: Edit the "Build Health Card HTML" node Modify CSS styles, colors, layout, fonts Add clinic logo by including `` tag in header Adjust Email Template: Edit the "Email Health Card to Patient" node Customize subject line, message content, styling Add clinic branding and contact information Modify Slack Message: Edit the "Notify Reception Team" node Change message format, add emojis, include additional fields Integrate with different channels Add PDF Generation: Insert an additional HTTP Request node after "Build Health Card HTML" Use a PDF conversion API (like PDFMunk or Puppeteer) Upload both PNG and PDF to Google Drive Add SMS Notifications: Insert Twilio or similar SMS node after email verification Send appointment confirmation via SMS Include patient ID and appointment time Multi-language Support: Modify the HTML template to support multiple languages Add language detection based on patient input Translate email and Slack messages Troubleshooting Guide Email Verification Fails: Check VerifiEmail API key is correct Verify API quota hasn't been exceeded Test with known valid email address Image Generation Fails: Check HTMLCSSToImg API credentials Verify HTML content is valid (no syntax errors) Check API rate limits Google Drive Upload Fails: Re-authenticate Google Drive OAuth2 credentials Check folder permissions Verify folder ID is correct Email Not Sending: Re-authenticate Gmail OAuth2 credentials Check email attachment size limits Verify "Less secure app access" if using password auth Slack Message Not Posting: Check Slack app permissions Verify channel exists and bot is invited Re-authenticate Slack credentials Google Sheets Not Logging: Re-authenticate Google Sheets credentials Verify sheet name and column headers match exactly Check sheet permissions Performance & Scalability Expected Performance: Single execution: 15-20 seconds Concurrent executions: Supports multiple parallel workflows API rate limits: Respects all third-party API limits Volume Handling: Small clinics: <50 patients/day - Perfect Medium practices: 50-200 patients/day - Excellent Large hospitals: 200+ patients/day - Consider API tier upgrades Security & Compliance ✅ Data Privacy - Patient data transmitted securely via HTTPS ✅ Access Control - OAuth2 authentication for all Google services ✅ Secure Storage - Files stored in private Google Drive folders ✅ Audit Trail - Complete logging in Google Sheets with timestamps ✅ Email Verification - Prevents data leakage to invalid addresses ✅ No Data Storage in n8n - Patient data passes through, not stored Tags healthcare, medical, clinic, patient-management, appointment, email-verification, qr-code, google-drive, gmail, slack, automation, workflow, pre-checkin, health-card, verifi-email, htmlcsstoimg, medical-records, patient-portal, healthcare-automation, clinic-management Category Healthcare & Medical Subcategory Patient Management & Appointment Systems License MIT License - Free to use, modify, and distribute with attribution

Automate and Distribute Weekly and Monthly Marketing Analytics Reports Who's it for? This workflow is designed for marketing teams, data analysts, and business owners who need to consistently track key performance indicators (KPIs). It saves hours of manual data collection and reporting, ensuring stakeholders receive timely updates automatically. What it does This workflow automates the entire process of creating and distributing regular analytics reports. On a recurring weekly and monthly schedule, it: Fetches Data: Gathers the latest data from Google Analytics (users, sessions, conversions), your advertising platform (ad spend), and your CRM (new customers, revenue). Calculates KPIs: Processes the raw data to calculate essential business metrics, including Monthly Active Users (MAU), Customer Acquisition Cost (CAC), Lifetime Value (LTV), LTV:CAC ratio, and conversion rates. Logs Historical Data: Appends the newly calculated KPIs to a Google Sheet, creating a historical record for trend analysis. Generates a Report: Creates a new Google Slides presentation to serve as the main report. Distributes the Report: Emails a summary of the key metrics to a predefined list of recipients, including a link to the full Google Slides report. Provides Error Alerts: If any step in the process fails, it sends an immediate notification to a designated Slack channel so you can address the issue quickly. How to set up Configure Credentials: Add your credentials for Google Analytics, Google Sheets, Google Slides, Gmail, Slack, and the HTTP Request nodes (for your ad platform and CRM). Fill in Placeholders: In the "Workflow Configuration" node, replace all placeholder values with your specific information: gaPropertyId: Your Google Analytics Property ID. adPlatformApiUrl: The API endpoint for your advertising platform. crmApiUrl: The API endpoint for your CRM. reportSpreadsheetId: The ID of the Google Sheet where data will be stored. slidesTemplateId: The ID of your Google Slides report template. reportRecipients: A comma-separated list of email addresses for report distribution. slackChannel: The Slack channel ID for error notifications. Activate Workflow: Turn the workflow on. It will now run based on the schedule defined in the "Weekly/Monthly Schedule" trigger node. How to customize the workflow Adjust Schedule:** Modify the "Weekly/Monthly Schedule" node to change the reporting frequency (e.g., daily, bi-weekly). Change Reporting Period:** In the "Workflow Configuration" node, change the reportPeriodDays value to adjust the lookback window (e.g., set to 30 for a monthly report). Customize KPIs:** Edit the Javascript in the "Calculate KPIs (MAU, LTV, CAC)" node to add or modify metrics. Enhance the Report:** Expand the "Create Google Slides Report" node to dynamically add charts and data from the calculated KPIs into the slides.

📘 Description: This workflow automates end-to-end validation, assessment, and reporting of n8n workflow JSON templates using Google Drive, Azure OpenAI GPT-4o, Gmail, and Slack. It retrieves workflows from a Drive folder, validates their integrity, analyzes their quality against official n8n Template Publishing Guidelines, generates a structured report, converts it into a formatted .txt file, and archives it with instant notifications sent via Slack and email. It ensures a fully autonomous review cycle for workflow publishing, complete with error tracking, AI-based evaluations, and automated reporting. ⚙️ What This Workflow Does (Step-by-Step) ▶️ When Clicking ‘Execute Workflow’ (Manual Trigger) Initiates the validation pipeline manually, allowing users to start the batch evaluation process on demand. 📂 Fetch Workflow Files from Drive Retrieves all JSON workflow files from the “n8n json checker” Google Drive folder, including their metadata (ID, name, timestamps). Acts as the primary input source for the validation loop. 🔄 Process Files One by One Splits the list of files into individual items to ensure controlled, sequential processing. Prevents API overload and maintains order during AI evaluation. ⬇️ Download Workflow JSON File Fetches each workflow file from Drive using its file ID. Ensures a complete, uncorrupted copy before validation begins. 🔍 Validate File Download Success (IF Node) Checks if the downloaded file includes a valid id and JSON structure. ✅ True Path: Continues to parsing and analysis. ❌ False Path: Logs the failed file to a Google Sheet for audit and debugging. 🧾 Parse JSON Workflow Structure Converts raw JSON files into object data structures readable by AI. Verifies JSON syntax and schema readiness for further evaluation. 🧠 GPT-4o Language Model Configuration Initializes Azure OpenAI’s GPT-4o as the reasoning engine for advanced workflow quality analysis. 🗂 Conversation Context Buffer Maintains contextual memory across multiple files, enabling GPT-4o to stay consistent across batch validations and apply uniform judgment standards. 🤖 AI-Powered Workflow Quality Analyzer Uses GPT-4o to evaluate each workflow against eight defined quality checkpoints: 1️⃣ JSON Validity 2️⃣ Documentation Presence 3️⃣ Security & Credentials 4️⃣ Node Naming Standards 5️⃣ Workflow Validity 6️⃣ Originality & Usefulness 7️⃣ Industry-Readiness 8️⃣ Visual Presentation Produces a structured JSON output summarizing each checkpoint’s result, reason, and overall assessment. 🧩 Format AI Response to JSON Schema Normalizes GPT-4o output into a clean JSON schema for easy parsing. Ensures consistency across all AI-generated reports. 📝 Generate Human-Readable Report Transforms structured JSON results into a formatted plain-text report with headers, dividers, and human-friendly phrasing. Provides an executive-style summary of workflow quality. 📋 Convert Report to Text File Format Converts the formatted analysis into a .txt file suitable for archival. Preserves visual layout and divider styles for readability. ☁️ Archive Validation Report to Drive Uploads the finalized text report to the “EOD Updates report” Google Drive folder. Automatically names files with a timestamp (e.g., workflow_report_2025-11-03_103020.txt) for easy tracking. 📧 Email Detailed Report to Stakeholders Sends an HTML-formatted email summary including report metadata: file name, size, type, created time, and owner. Includes “View in Drive” and “Download” buttons for quick access. 💬 Send Validation Summary to Slack Notifies internal teams with a Slack message summarizing the workflow’s assessment result, report name, size, and links to Drive resources. Ensures real-time transparency for the QA team. ⚠️ Log Failed Downloads to Error Sheet Captures download or validation errors in a dedicated Google Sheet. Supports quick debugging and failure traceability across runs. 🧩 Prerequisites Google Drive OAuth connection (Techdome Account) Azure OpenAI GPT-4o credentials Gmail and Slack API integrations Google Sheets connection for error tracking 💡 Key Benefits ✅ Fully automated n8n workflow review and quality assurance pipeline ✅ Structured GPT-4o analysis aligned with official publishing standards ✅ Instant report archival and real-time notifications ✅ Built-in error logging and recovery tracking ✅ Reduces manual review workload by over 90% 👥 Perfect For n8n Template Publishers & Marketplace Moderators QA Engineers validating workflow submissions Automation Teams managing template quality and compliance Organizations maintaining standardized workflow repositories

Description: Streamline your lead management process with this AI-driven n8n automation template. The workflow fetches opportunities from HighLevel (GHL), enriches them with contact details, and uses Azure OpenAI GPT-4o-mini to analyze each lead’s intent (e.g., Demo Request, Support Query, or Partnership Inquiry). It then automatically routes the lead to the right internal team via email, ensuring instant follow-up and zero delays in response time. Perfect for sales, support, and partnership teams who want to save time on manual triage and ensure every inquiry reaches the correct department within seconds. ✅ What This Template Does (Step-by-Step) ⚡ Manual or Scheduled Trigger Run the workflow manually for on-demand classification or schedule it to execute periodically. 📥 Fetch Opportunities from HighLevel Retrieves all opportunities from your GHL CRM, serving as the starting dataset for AI-powered intent detection. 👤 Fetch Detailed Contact Information Enriches each opportunity with full contact details such as name, email, and message notes. 🧠 AI-Powered Lead Classification Uses Azure OpenAI GPT-4o-mini via the LangChain AI Agent to analyze the lead’s message and determine the intent. Possible outputs include: 🎯 Demo Request 🛠️ Support Query 🤝 Partnership Inquiry 🧾 Post-Processing of AI Response JavaScript logic parses and formats the AI’s output into actionable data for conditional routing. 🔀 Intelligent Routing to Relevant Teams Demo Requests → demo@company.com Support Queries → support@company.com Partnership Inquiries → partnership@company.com Each email includes full contact info and original message context. 📧 Instant Team Notifications Sends neatly formatted emails from a centralized sender (noreply@company.com) to ensure smooth handoff and accountability. 🧠 Key Features 🤖 AI intent classification using Azure OpenAI GPT-4o-mini 🔀 Automated lead routing via email 📋 Structured data enrichment from HighLevel ⚙️ Smart conditional logic for 3 lead categories 📩 End-to-end automation from CRM intake to response 💼 Use Cases 📞 Automatically route demo requests to the sales team 🛠️ Send support-related queries directly to helpdesk 🤝 Forward partnership inquiries to business development 💡 Reduce response delays and manual triage errors 📦 Required Integrations HighLevel (GHL) – for opportunity and contact data Azure OpenAI – for AI-driven lead classification SMTP / Gmail – for team routing email notifications 🎯 Why Use This Template? ✅ Automates manual lead sorting and tagging ✅ Ensures every inquiry reaches the right team ✅ Increases response speed and lead conversion ✅ Scalable AI logic adaptable to any organization

Automatically discover, analyze, and report the most viral TikTok and Instagram videos in your niche every day. This workflow leverages AI and Apify to help you stay ahead of social media trends. What This Workflow Does Scrapes trending videos** from TikTok and Instagram using Apify. Filters and analyzes** content based on engagement, growth rate, and recency. Uses AI (OpenAI GPT-4 Vision & GPT-4)** to provide visual and trend analysis for each video. Identifies “super viral” content** and sends instant Slack alerts. Saves results to Google Sheets** and sends a daily email report with the top trends. Use Cases Social Media Managers:** Instantly spot viral trends to inform your content strategy. Content Creators:** Get daily inspiration from the fastest-growing videos in your niche. Marketing Teams:** Monitor competitor performance and adapt to new trends quickly. Agencies:** Automate trend research and reporting for multiple clients. How to Configure Workflow Configuration: Add your API keys, set engagement thresholds, and adjust main workflow settings. Search Config: Enter your keywords, hashtags, language, and time window for content discovery. Scrape TikTok & Scrape Instagram: Set up your Apify API credentials and endpoints. Save to Google Sheets: Connect your Google account and select the destination spreadsheet. Send Daily Digest Email: Add the recipient’s email address and customize the message if needed. Send Super Viral Alert (optional): Configure your Slack webhook for instant notifications. > Tip: Test each integration and double-check your credentials before activating the workflow. Requirements Apify account and API token Google account for Sheets integration OpenAI API key (for AI analysis) Slack webhook URL (optional, for viral alerts) Stay ahead of the curve and never miss a viral trend again!

✅ What problem does this workflow solve? Logistics teams spend hours manually validating shipment data, checking compliance, generating freight documents, and emailing stakeholders. Errors in HSN codes, weights, or carrier details can lead to shipment delays, penalties, and rework. This workflow automates the entire shipment validation and documentation process using AI, ensuring compliance, reducing errors, and generating professional freight documents automatically. ⚙️ What does this workflow do? Validates shipment details using AI before documentation. Detects mismatches in HSN codes, weights, ports, and carrier data. Automatically notifies shippers when issues are found. Generates compliant freight documents in PDF format. Emails shipment PDFs to both sender and receiver. Stores documents securely in Google Drive. Tracks shipment status and document links in Google Sheets. 💡 Main Use Cases Automate freight document generation for export/import shipments. Perform AI-based compliance checks on shipment data. Instantly flag and notify incorrect or missing shipment details. Maintain a centralized audit trail of shipment documents. Reduce manual validation effort and paperwork. 🧠 How It Works – Step-by-Step 1. Google Sheets Trigger The workflow starts when new shipment data is added to a shared Google Sheet. Each row represents a shipment with details like: Shipment ID Shipper & Receiver information Carrier details Ports Goods description Quantity, weight, and HSN codes 2. AI-Powered Shipment Validation An AI agent (OpenAI) validates each shipment against defined rules: Valid HSN codes for goods Export/import compliance Quantity vs. weight consistency Carrier name matched against an active carrier reference list Proper formatting of ports and addresses The AI returns a structured result: valid: true/false reason: Explanation of the first detected issue 3. Mismatch Handling (If Validation Fails) If the shipment is invalid: An email is sent to the shipper with detailed mismatch information. The shipment status is updated in Google Sheets as Mismatch_Details. No documents are generated until corrections are made. 4. Freight Document Generation (If Validation Passes) If the shipment is valid: A dynamic HTML shipment report is created. The HTML is converted into a professional PDF using ConvertAPI. The PDF includes: Shipment summary Goods information Quantity, weight, and HSN details 5. Email Distribution The generated shipment PDF is automatically emailed to: 📤 The Shipper 📥 The Receiver Each email includes shipment reference details and a download link. 6. Storage & Tracking The shipment PDF is uploaded to a dedicated Google Drive folder. Google Sheets is updated with: Shipment status (shipment_pdf_dispatch) Google Drive document link This creates a complete audit trail for compliance and tracking. 🗂 Integrations Used Google Sheets** – Shipment input, status tracking, carrier reference data OpenAI** – AI-based shipment validation and compliance checks ConvertAPI** – HTML-to-PDF freight document generation Gmail** – Automated email notifications Google Drive** – Secure document storage 👤 Who can use this? This workflow is ideal for: 🚢 Freight forwarders 📦 Logistics & supply chain teams 🏢 Export-import companies 📑 Compliance and documentation teams If your shipping process involves repetitive checks, document creation, and manual emails—this automation can save hours per shipment. 🚀 Benefits ✅ Automated compliance validation ✅ Reduced shipment errors and delays ✅ Faster document turnaround ✅ Centralized storage and tracking ✅ Audit-ready logistics process

📘 Description This workflow automates market-driven content ideation by continuously discovering real user pain points from public discussions and converting them into execution-ready content ideas. It is designed for growth and content teams who want ideas grounded in actual customer language, frustrations, and unmet needs—rather than assumptions or generic brainstorming. On a scheduled basis, the workflow scans public search and social platforms for conversations related to a defined niche and keyword set. An AI discovery agent extracts recurring pain points, common complaints, and the exact phrasing users use when describing their problems. These raw market signals are then transformed by a second AI agent into pain-driven content ideas, each mapped to a platform, format, hook, core pain point, resonance logic, and CTA. All generated ideas are normalized, stored in a central Google Sheets content database, converted into execution tasks in ClickUp, and summarized in Slack for immediate team visibility. Built-in error handling ensures failures are reported instantly. ⚠️ Deployment Disclaimer This workflow is intended for self-hosted n8n instances only. It relies on MCP-based social intelligence tools and advanced AI agent orchestration not supported on n8n Cloud. ⚙️ What This Workflow Does (Step-by-Step) ⏰ Scheduled Market Discovery Trigger Runs automatically on a defined schedule. 🧾 Inject Niche and Keyword Parameters Defines the research scope for discovery. 🔎 Extract Raw User Pain Points (AI) Scans public discussions to capture real frustrations, questions, and language—no solutions, no opinions. 📡 Public Search & Social Intelligence (MCP) Fetches relevant public conversations for analysis. 🧠 Generate Pain-Driven Content Ideas (AI) Converts raw pain points into platform-ready content ideas with hooks, formats, and CTAs. 🧹 Normalize & Parse AI Output Cleans and standardizes content ideas for downstream systems. 📊 Store Content Ideas in Google Sheets Appends ideas to a centralized content database. 🗂 Create Content Tasks in ClickUp Automatically creates execution-ready tasks for the content team. 📣 Aggregate & Summarize Ideas Generates a concise Slack summary highlighting volume, platforms, and strongest hooks. 🚨 Workflow Error Handler → Email Alert Sends immediate error notifications if any step fails. 🧩 Prerequisites • Self-hosted n8n instance • OpenAI API credentials • MCP (Xpoz) public search & social intelligence credentials • Google Sheets API access • ClickUp API credentials • Slack API access 💡 Key Benefits ✔ Content ideas grounded in real user pain ✔ Eliminates manual research and brainstorming ✔ Produces creator-ready, platform-specific ideas ✔ Centralized storage and task creation ✔ Clear Slack visibility for growth teams ✔ Reliable error monitoring 👥 Perfect For Content strategists Growth marketers B2B SaaS teams Automation and n8n-focused creators Marketing operations teams

📊 Description Automate your inbound lead qualification pipeline by enriching raw lead data, scoring it with AI, and instantly creating follow-up tasks for your sales team. 🎯🤖 This workflow receives new leads via webhook, enriches them using RocketReach to fetch verified emails and contact details, applies confidence-based filtering, and uses GPT-4o-mini to score each lead based on seniority, company fit, and data quality. High-quality leads automatically generate Asana tasks and Slack notifications, while low-quality leads are safely filtered out — ensuring your team focuses only on the best opportunities. 🚀📋 🔁 What This Template Does 1️⃣ Receives inbound lead data via webhook (name, company, job title, LinkedIn URL). 🌐 2️⃣ Normalizes incoming data into a clean, structured format. 🧾 3️⃣ Enriches lead profiles using RocketReach to fetch emails and phone numbers. 📇 4️⃣ Calculates email confidence scores based on quality grades (A–D). 📊 5️⃣ Filters out low-confidence leads automatically. 🚫 6️⃣ Uses AI (GPT-4o-mini) to score qualified leads from 1–10. 🤖 7️⃣ Assigns priority levels (High / Medium / Low) with reasoning. 🧠 8️⃣ Creates an Asana task for leads scoring above the threshold. ✅ 9️⃣ Sends Slack notifications for both qualified and disqualified leads. 💬 🔟 Returns a structured webhook response with scoring results. 🔁 1️⃣1️⃣ Sends Gmail alerts automatically if any workflow error occurs. 🚨 ⭐ Key Benefits ✅ Eliminates manual lead enrichment and qualification ✅ Uses verified contact data from RocketReach ✅ AI scoring ensures consistent, unbiased lead evaluation ✅ Automatically routes high-quality leads to sales via Asana ✅ Keeps teams informed with real-time Slack notifications ✅ Prevents sales effort from being wasted on low-quality leads 🧩 Features Webhook-based inbound lead intake RocketReach profile enrichment Email confidence scoring logic AI lead scoring with strict JSON output Configurable quality and score thresholds Automatic Asana task creation Slack alerts for qualified and disqualified leads Gmail-based error handling Frontend-ready webhook responses 🔐 Requirements RocketReach API key OpenAI API key (GPT-4o-mini recommended) Asana OAuth2 credentials Slack API credentials Gmail OAuth2 credentials (for error alerts) Webhook client sending lead details (first_name, last_name, company, job_title, linkedin_url) 🎯 Target Audience B2B sales teams handling inbound leads Revenue operations (RevOps) teams SaaS companies optimizing lead qualification Lead generation agencies Automation teams building AI-driven sales pipelines