Workflow Templates

With this workflow you get a fully automated AI powered Support-Agent for your WooCommerce webshop. It allows customers to request information about things like: the status of their order the ordered products shipping and billing address current DHL shipping status How it works The workflow receives chat messages from an in a website integrated chat. For security and data-privacy reasons, does the website transmit the email address of the user encrypted with the requests. That ensures that user can just request the information about their own orders. An AI agent with a custom tool supplies the needed information. The tool calls a sub-workflow (in this case, in the same workflow for convenience) to retrieve the required information. This includes the full information of past orders plus the shipping information from DHL. If otherr shipping providers are used it should be simple to adjust the workflow to query information from other APIs like UPS, Fedex or others.

Description This workflow automates document processing using LlamaParse to extract and analyze text from various file formats. It intelligently processes documents, extracts structured data, and delivers actionable insights through multiple channels. How It Works Document Ingestion & Processing 📄 Monitors Gmail for incoming attachments or accepts documents via webhook Validates file formats against supported LlamaParse extensions Uploads documents to LlamaParse for advanced text extraction Stores original documents in Google Drive for reference Intelligent Document Analysis 🧠 Automatically classifies document types (invoices, reports, etc.) Extracts structured data using customized AI prompts Generates comprehensive document summaries with key insights Converts unstructured text into organized JSON data Invoice Processing Automation 💼 Extracts critical invoice details (dates, amounts, line items) Organizes financial data into structured formats Calculates tax breakdowns, subtotals, and payment information Maintains detailed records for accounting purposes Multi-Channel Delivery 📱 Saves extracted data to Google Sheets for tracking and analysis Sends concise summaries via Telegram for immediate review Creates searchable document archives in Google Drive Updates spreadsheets with structured financial information Setup Steps Configure API Credentials 🔑 Set up LlamaParse API connection Configure Gmail OAuth for email monitoring Set up Google Drive and Sheets integrations Add Telegram bot credentials for notifications Customize AI Processing ⚙️ Adjust document classification parameters Modify extraction templates for specific document types Fine-tune summary generation prompts Customize invoice data extraction schema Test and Deploy 🚀 Test with sample documents of various formats Verify data extraction accuracy Confirm notification delivery Monitor processing pipeline performance

📄✨ Easy WordPress Content Creation from PDF Docs + Human in the Loop Gmail This n8n workflow automates the process of transforming PDF documents into engaging, SEO-friendly WordPress blog posts. It incorporates AI-powered text analysis, automatic image generation, and a human review step to ensure quality before publishing. 🚀 How It Works 🗂️ PDF Upload & Text Extraction Users upload a PDF document through a form trigger. The workflow extracts text from the uploaded file, ensuring compatibility with supported formats. 🤖 AI-Powered Blog Post Generation The extracted text is analyzed by an AI model (GPT-based) to create a structured blog post. The AI generates: A captivating SEO-friendly title. Well-formatted HTML content, including an introduction, chapters with subheadings, and a conclusion. 🎨 Image Creation & Integration An image is generated using Pollinations.ai based on the blog post title. The vibrant image is uploaded to WordPress and set as the featured image for the post. 📝 WordPress Draft Creation A draft blog post is created on WordPress with the AI-generated title, content, and featured image. ✅ Human-in-the-Loop Approval The draft content is sent via Gmail to a reviewer for manual approval. If approved, the post is published on WordPress. If not, an error message is sent for troubleshooting. 📢 Multi-Channel Notifications Once published, notifications are sent via Gmail and Telegram to relevant stakeholders. 🔧 Setup Steps 🔑 Configure API Credentials Set up API connections for: OpenAI (for AI content generation). WordPress (for post creation and media uploads). Gmail (for sending approval emails). Telegram (for notifications). imgbb (for saving blog image). ⚙️ Customize Workflow Parameters Adjust the AI prompt to match your desired blog structure and tone. Modify the image generation parameters to align with your branding needs. 🧪 Test & Deploy Test the workflow with sample PDFs to ensure: Accurate text extraction. Proper formatting of generated content. Seamless approval and publishing processes. This workflow streamlines content creation while maintaining quality control through human oversight, making it an ideal solution for efficient blog management! 🎉

Automate Audio Transcription, AI Summarization, and Google Drive Storage Who is this for? Content Teams, Researchers, and Administrators who need to automatically process voice memos, meeting recordings, or interview audio into structured, searchable documents. What problem does this solve? Eliminates manual transcription work by automatically converting audio files into organized text documents with AI analysis, while maintaining human oversight through approval workflows. What this workflow does Smart Audio Processing: Triggers when new .m4a files appear in Google Drive Uses OpenAI's Whisper for accurate transcription Implements dual-format reporting (JSON + Markdown) Human Oversight (optional): Requires email approval before processing 45-minute response window with escalation options AI-Powered Analysis: Generates structured JSON reports with: Key points & action items Sentiment analysis Technical terminology glossary Creates Markdown versions for easy reading Document Management: Stores raw transcripts + reports in Google Drive Automatic file naming with timestamps Sends completion alerts via Email/Telegram Workflow visualization showing audio file processing path Setup Credentials Needed: Google Drive API access OpenAI API key (GPT-4o-mini) Gmail & Telegram integrations Configuration: Set your Google Drive folder ID in 3 nodes Update email addresses in Gmail nodes Customize approval timeout in "Gmail User for Approval" Customization Points: File extension filters (.m4a) AI report templates and prompts Notification channels (Email/Telegram) How to customize Approval Process**: Add SMS/Teams notifications via additional nodes File Types**: Modify filter node for .mp3/.wav support Analysis Depth**: Adjust GPT-4 prompts in "Summarize to JSON" nodes Storage**: Connect to Notion/Airtable instead of Google Drive

🎥 Analyze YouTube Video for Summaries, Transcripts & Content + Google Gemini Who is this for? This workflow is ideal for content creators, video marketers, and research professionals who need to extract actionable insights, detailed transcripts, or metadata from YouTube videos efficiently. It is particularly useful for those leveraging AI tools to analyze video content and optimize audience engagement. What problem does this workflow solve? / Use case Analyzing video content manually can be time-consuming and prone to errors. This workflow automates the process by extracting key metadata, generating summaries, and providing structured transcripts tailored to specific use cases. It helps users save time and ensures accurate data extraction for content optimization. What this workflow does Extracts audience-specific metadata (e.g., video type, tone, key topics, engagement drivers). Generates customized outputs based on six prompt types: Default: Actionable insights and strategies. Transcribe: Verbatim transcription. Timestamps: Timestamped dialogue. Summary: Concise bullet-point summary. Scene: Visual descriptions of settings and techniques. Clips: High-engagement video segments with timestamps. Saves extracted data as a text file in Google Drive. Sends analyzed outputs via Gmail or provides them in a completion form. Setup Configure API keys: Add your Google API key as an environment variable. Input requirements: Provide the YouTube video ID (e.g., wBuULAoJxok). Select a prompt type from the dropdown menu. Connect credentials: Set up Google Drive and Gmail integrations in n8n. How to customize this workflow to your needs Modify the metadata prompt to extract additional fields relevant to your use case. Adjust the output format for summaries or transcripts based on your preferences (e.g., structured bullets or plain text). Add nodes to integrate with other platforms like Slack or Notion for further collaboration. Example Usage Input: YouTube video ID (wBuULAoJxok) and prompt type (summary). Output: A concise summary highlighting actionable insights, tools, and resources mentioned in the video.

✨ Overview This workflow allows candidates to schedule interviews through a conversational AI assistant. It integrates with your Google Calendar to check for existing events and generates a list of available 30-minute weekday slots between 9 AM and 5 PM Eastern Time. Once the candidate selects a suitable time and provides their contact information, the AI bot automatically books the meeting on your calendar and confirms the appointment. ⚡ Prerequisites To use this workflow, you need an OpenAI account with access to the GPT-4o model, a Google account with a calendar that can be accessed through the Google Calendar API, and an active instance of n8n—either self-hosted or via n8n cloud. Within n8n, you must have two credential configurations ready: one for Google Calendar using OAuth2 authentication, and another for your OpenAI API key. 🔐 API Credentials Setup For Google Calendar, go to the Google Cloud Console and create a new project. Enable the Google Calendar API, then create OAuth2 credentials by selecting “Web Application” as the application type. Add http://localhost:5678/rest/oauth2-credential/callback as the redirect URI if using local n8n. After that, go to n8n, navigate to the Credentials section, and create a new Google Calendar OAuth2 credential using your account. For OpenAI, visit platform.openai.com to retrieve your API key. Then go to the n8n Credentials page, create a new credential for OpenAI, paste your key, and name it for reference. 🔧 How to Make This Workflow Yours To customize the workflow for your use, start by replacing all instances of the calendar email rbreen.ynteractive@gmail.com with your own Google Calendar email. This email is referenced in multiple places, including Google Calendar nodes and the ToolWorkflow JSON for the node named "Run Get Availability." Also update any instances where the Google Calendar credential is labeled as Google Calendar account to match your own credential name within n8n. Do the same for the OpenAI credential label, replacing OpenAi account with the name of your own credential. Next, go to the node labeled Candidate Chat and copy the webhook URL. This is the public chat interface where candidates will engage with the bot—share this URL with them through email, your website, or anywhere you want to allow access. Optionally, you can also tweak the system message in the Interview Scheduler node to modify the tone, language, or logic used during conversations. If you want to add branding, update the title, subtitle, and inputPlaceholder in the Candidate Chat node, and consider modifying the final confirmation message in Final Response to User to reflect your brand voice. You can also update the business rules such as time zone, working hours, or default duration by editing the logic in the Generate 30 Minute Timeslots code node. 🧩 Workflow Explanation This workflow begins with the Candidate Chat node, which triggers when a user visits the public chat URL. The Interview Scheduler node acts as an AI agent, guiding the user through providing their email, phone number, and preferred interview time. It checks availability using the Run Get Availability tool, which in turn reads your calendar and compares it with generated free time slots from the Generate 30 Minute Timeslots node. The check day names tool helps the AI interpret natural language date expressions like “next Tuesday.” The schedule is only populated with 30-minute weekday slots from 9 AM to 5 PM Eastern Time, and no events are scheduled if they overlap with existing ones. When a suitable time is confirmed, the AI formats the result into structured JSON, creates an event on your Google Calendar, and sends a confirmation back to the user with all relevant meeting details. 🚀 Deployment Steps To deploy the interview scheduler, import the provided workflow JSON into your n8n instance. Update the Google Calendar email, OpenAI and Google credential labels, system prompts, and branding as needed. Test the connections to ensure the API credentials are working correctly. Once everything is configured, copy and share the public chat URL from the Candidate Chat node. When candidates engage with the chat, the workflow will walk them through the interview booking process, check your availability, and finalize the booking automatically. 💡 Additional Tips By default, the workflow avoids scheduling interviews on weekends and outside of 9–5 EST. Each interview lasts exactly 30 minutes, and overlapping with existing events is prevented. The assistant does not reveal details about other meetings. You can customize every part of this workflow to fit your use case, including subworkflows like Get Availability and check day names, or even white-label it for client use. This workflow is ready to become your AI-powered interview scheduling assistant. 🤝 Connect with Me Description I’m Robert Breen, founder of Ynteractive — a consulting firm that helps businesses automate operations using n8n, AI agents, and custom workflows. I’ve helped clients build everything from intelligent chatbots to complex sales automations, and I’m always excited to collaborate or support new projects. If you found this workflow helpful or want to talk through an idea, I’d love to hear from you. Links 🌐 Website: https://www.ynteractive.com 📺 YouTube: @ynteractivetraining 💼 LinkedIn: https://www.linkedin.com/in/robert-breen 📬 Email: rbreen@ynteractive.com

Purpose This workflow automatically creates Tasks from forwarded Emails, similar to Asana, but better. Emails are processed by AI and converted to rather actionable task. In addition this workflow is build in a way, that multiple users can share this single process by setting up their individual configuration through a user friendly portal (internal tool) instead of the need to manage their own workflows. Demo How it works One Gmail account is used to process inbound mails from different users. A custom web portal enables users to define “routes”. Thats where the mapping between an automatically generated Gmail Alias and a Notion Database URL, including the personal API Token, happens. Using a Gmail Trigger, new entries are split by the Email Alias, so the corresponding route can be retrieved from the Database connected to the portal. Every Email then gets processed by AI to get generate an actionable task and get a short summary of the original Email as well as some metadata. Based on a predefined structure a new Page is created in the corresponding Notion Database. Finally the Email is marked as “processed” in Gmail. If an error happens, the route gets paused for a possible overflow and the user gets notified by Email. Setup Create a new Google account (alternatively you can use an existing one and set up rules to keep your inbox organized) Create two Labels in Gmail: “Processed” and “Error” Clone this Softr template including the Airtable dataset and publish the application Clone this workflow and choose credentials (Gmail, Airtable) Follow the additional instructions provided within the workflow notes Enable the workflow, so it runs automatically in the background How to use Open published Softr application Register as a new user Create a new route containing the Notion API key and the Notion Database URL Expand the new entry to copy the Email address Save the address as a new contact in your Email provider of choice Forward an Email to it and watch how it gets converted to an actionable task Disclamer Airtable was chosen, so you can setup this template fairly quickly. It is advised to replace the persistence by something you own, like a self hosted SQL server, since we are dealing with sensitive information of multiple users This solution is only meant for building internal tools, unless you own an embed license for n8n.

This n8n template builds a newsletter ("daily digest") delivery service which pulls and summarises the latest n8n.io template in select categories defined by subscribers. It's scheduled to run once a day and sends the newsletter directly to subscriber via a nicely formatted email. If you've had trouble keeping up with the latest and greatest templates beign published daily, this workflow can save you a lot of time! How it works A scheduled trigger pulls a list of subscribers (email and category preferences) from an Excel workbook. We work out unique categories amongst all subscribers and only fetch the latest n8n website templates from these categories to save on resources and optimise the number of API calls we make. The fetched templates are summarised via AI to produce a short description which is more suitable for our email format. For each subscriber, we filter and collect only the templates relevant to their category preferences (as defined in the Excel) and ensure that duplicate templates or those which have been "seen before" are omitted. A HTML node is then used to generate the email newsletter. HTML emails are the perfect format since we can add links back to the template. Finally, we use the Outlook node to send the email digest to the subscriber. How to use Populate your Excel sheet with 3 columns: name, email and categories. Categories is a comma-delimited list of categories which match the n8n template website. The available categories are AI, SecOps, Sales, IT Ops, Marketing, Engineering, DevOps, Building Blocks, Design, Finance, HR, Other, Product and Support. To subscribe a new user, simply add their email to the Excel sheet with at least one category. To unsubscribe a user, remove them from the sheet. If you're not interested in paid templates, you may want to filter them out after fetching. Requirements Microsoft Excel for subscriber list Microsoft Outlook for delivering emails OpenAI for AI-generated descriptions Customising the workflow Use AI to summarise the week's trend of templates types and use-cases This template can be the basis for other similar newsletters - just pull in a list of things from anywhere!

👥 Who is this for? Startup founders validating or pitching new ideas Business consultants running strategy sessions Product teams defining business logic visually Agencies offering planning frameworks to clients ❓ What problem does this workflow solve? Creating a Business Model Canvas manually is time-consuming and often scattered across tools. This workflow solves that by allowing users to generate a fully populated, formatted, and printable Business Model Canvas in seconds using the power of AI, all structured in a professional A4 landscape layout. ⚙️ What this workflow does Starts with a chat input asking for your business idea Sends it to 9 separate AI agents, each focused on one section: Key Partners Key Activities Value Proposition Customer Relationships Customer Segments Key Resources Channels Cost Structure Revenue Streams Uses your preferred LLM (see below) to generate meaningful bullet points Converts output into a specific format Merges all sections into a clean, A4-styled HTML canvas Exports the result as a downloadable .html file 🛠️ Setup Import the workflow into your n8n instance Start the flow from the “When chat message received” node Describe your business idea when prompted (e.g., “Online bookshop with rare Persian literature”) Wait for AI processing to complete Visit the last node “HTML code to HTML file” Click Download to get your final canvas in .html format 🤖 LLM Flexibility (Choose Your Model) This template supports any AI model with a chat interface: Ollama (self-hosted models like LLaMA, etc.) OpenAI (GPT-4, GPT-3.5) Anything with a compatible node You can easily change the LLM by updating the Language Model Node. No need to modify any other logic or formatting. 🧪 How to customize this workflow Change the LLM** model from the Ollama node to OpenAI, etc. Modify the final HTML layout in the “Turn to HTML” node Add a PDF export, email delivery, or Google Drive sync Replace the chat trigger with a webform, CRM hook, etc. ✅ Requirements A working LLM integration (Ollama or OpenAI recommended) n8n (self-hosted or cloud) 📌 Notes Sticky notes included for setup and instructions Each node clearly named by function (e.g. "Customer Segments Generator") Designed for speed, structure, and professional presentation 📩 Need help? For setup questions, custom features, or LLM integration support, contact: sinamirshafiee@gmail.com

This workflow creates a new item in a Monday.com board when a new contact is created in Mautic. Additional fields can be added to the workflow to send more data to Monday.com. Prerequisites Monday account and Monday credentials. Mautic account and Mautic credentials. How it works When a new contact is created in Mautic, the workflow creates a new item in the Monday.com board. By default the workflow will send the contact's email address to Monday.com and name the item after the contact's first and last name. Setup This workflow requires that you set up a Monday.com board. To do so, follow the steps below: In Monday.com, create a new item board. In the board, add the following columns: Email (with type "Email") Any other fields you require to the board. If more columns are created, you will need to find out what their ID's are by turning on developer mode as explained in this Monday article. With these new IDs, you can add them to the Create item Monday.com node, this is explained further in the workflow as a sticky note.

How it works This workflow automates the backup of all your n8n workflows to a specified Google Drive folder. It operates in two main phases: Orchestration (Scheduled Task): The workflow is initiated by a Schedule Trigger (e.g., daily at 1:30 AM by default). It then uses an n8n API Node to fetch a list of all existing workflows in your n8n instance. A Loop Over Items node processes each fetched workflow individually. For every workflow in the list, an Execute Workflow node calls the "worker" part of this same workflow, passing the individual workflow's data. Individual Workflow Backup (Worker Task): This part is triggered by the When Executed by Another Workflow node (called by the orchestrator part). It first retrieves the passed workflow data. A Parameters node defines the target Google Drive directory. The Get Google Drive File Data node searches the specified Google Drive folder to see if a backup file for the current workflow (named as WorkflowName_WorkflowID.json) already exists. An IF Node (ifDriveEmpty) checks the result: If a backup file exists, the workflow data is converted to a binary JSON file using a Code Node, and then the existing file on Google Drive is updated (Backup to Google Drive2). If a backup file does not exist, the workflow data is first formatted as JSON, converted to a binary JSON file using another Code Node, and then uploaded as a new file to Google Drive (Backup to Google Drive4). If any Google Drive upload/update operation fails, a Failure Email is sent. After the loop in the orchestration phase completes (all workflows processed), a Limit node ensures only one signal proceeds to send a Success Email and a Discord message indicating the overall backup process was completed. Setup Clone Workflow: Clone this workflow into your n8n environment. Credentials: n8n API: In the "Get all n8n Workflows" node, select or create n8n API credentials. This allows the workflow to list all your other workflows. Google Drive: In the "getDriveFileData", "Backup to Google Drive2", and "Backup to Google Drive4" nodes, select or create your Google Drive OAuth2 API credentials. Gmail: In the "successEmail" and "failureEmail" nodes, select or create your Gmail credentials. Discord (Optional): If you wish to use Discord notifications, configure your Discord Bot API credentials in the "Discord" node. Configuration: Schedule: Open the "Schedule Trigger" node and adjust the trigger interval (e.g., time of day) as needed. Google Drive Folder: Open the "Parameters" node (connected after "Workflow Data"). Edit the directory value to the full URL of the Google Drive folder where you want to store your backups (e.g., https://drive.google.com/drive/folders/YOUR_FOLDER_ID). Email Recipients: Open the "successEmail" and "failureEmail" nodes and update the "Send To" field with your desired recipient email address(es). Discord Channel (Optional): If using Discord, open the "Discord" node and set the "Channel ID" for notifications. Sub-Workflow ID: The "Execute Workflow" node is pre-configured to call this workflow itself using its ID. If you import this workflow and its ID changes, you may need to update the workflowId in the "Execute Workflow" node to the new ID of this imported workflow. However, n8n usually handles this if it's self-referential within the same imported workflow. How to use Activate: After completing the setup steps, activate the workflow. It will automatically run according to the defined schedule. Manual Execution: You can also manually trigger the workflow by clicking the "Execute Workflow" play button on the "Schedule Trigger" node to perform an immediate backup of all workflows. Check Backups: Your n8n workflows will be saved as .json files (named WorkflowName_WorkflowID.json) in the Google Drive folder you specified in the "Parameters" node. Notifications: You will receive an email (and optionally a Discord message) upon successful completion of the entire backup process, or individual failure emails if a specific workflow backup to Google Drive fails. Author & Credits Creator:** Hochien Chang YouTube Channel (Chinese):** HC AI說人話 YouTube Channel (English):** HC HumanizeAI Original Explanation Video:** https://youtu.be/PA15H5qunC0 Based on:** n8n Workflow Backup to Google Drive

Community Node Disclaimer: This workflow uses KlickTipp community nodes. How It Works: Facebook Lead Ads to KlickTipp Integration: This workflow automatically transfers lead information submitted via Facebook Lead Ads into KlickTipp. It is ideal for automating course registrations or similar campaigns, enabling targeted email sequences based on user input. Data Handling: Lead data from Facebook is received via webhook, matched to KlickTipp’s custom fields, and the contact is tagged for segmentation and automation. Key Features Webhook Trigger for Facebook Lead Ads: Captures new lead form submissions from Facebook, including: Name Email address Chosen course Preferred payment method Optional comments Data Mapping & Validation: Maps Facebook field values to pre-defined custom fields in KlickTipp Subscriber Management in KlickTipp: Adds or updates leads as subscribers in KlickTipp Includes mapping to custom fields such as: Facebook_Leads_Ads_Kursauswahl Facebook_Leads_Ads_Zahlungsweise Facebook_Leads_Ads_Kommentar Assigns relevant tags for automated campaign triggers Setup Instructions 1. Prepare KlickTipp Custom Fields: Before using the workflow, create the following custom fields in KlickTipp under → Contacts → Custom fields: | Name | Datentyp | | - | - | | Facebook_Leads_Ads_Kommentar | Zeile | | Facebook_Leads_Ads_Kursauswahl | Zeile | | Facebook_Leads_Ads_Zahlungsweise | Zeile | 2. Facebook Lead Ads Setup: Create a lead form under Facebook Ads Manager Include custom fields for course interest, payment preference, and comments 3. Set Up Facebook Webhook in n8n: Use the Facebook Lead Ads node to create a webhook Authenticate your Facebook account Choose the Page and corresponding lead form Save and activate the webhook 4. Map Data to KlickTipp Fields: Open the KlickTipp node to Authenticate with your credentials (username&password) Map the fields from the Facebook webhook to the according custom fields in KlickTipp. Testing & Deployment Run a Test: Use Meta’s testing tool to generate a test lead Run the n8n workflow once manually Note: Facebook test email (e.g., test@fb.com) is invalid—expect an error in KlickTipp during testing. You can pin the output of the node and manipulate the address to a valid test-address. Workflow Logic Webhook Trigger from Facebook: Initiates workflow upon new lead form submission Add or Update Contact in KlickTipp: Submits mapped data into your KlickTipp account Benefits Automated Lead Management: No manual data transfers needed—new Facebook leads are instantly pushed to KlickTipp. Personalized Campaigns: Segment leads based on selected course or payment method for targeted follow-up emails. Notes: Customization: Adjust field mappings in the KlickTipp node based on your lead form structure. Ensure all required fields (email, opt-in, etc.) are mapped correctly. Resources: Use the Meta Lead Ads Testing Tool to simulate lead submissions during setup. Look into our knowledgebase article Send Facebook Leads to KlickTipp with Make or n8n to learn more. Use KlickTipp Community Node in n8n Automate Workflows: KlickTipp Integration in n8n