Workflow Templates

Improve your chess automatically — get a personalized AI coaching report delivered. This workflow connects to the free Chess.com public API, fetches your most recent game, and sends it to an AI language model that acts as your personal chess coach. Within minutes, you receive a structured HTML email covering everything from critical turning points to a personalized training plan. 🔧 How It Works Trigger — Runs on a daily schedule or manually on demand Config Node — Set your Chess.com username and email address (one-time setup) Fetch Games — Pulls your current month's games from Chess.com's public API (no API key required) Sort & Enrich — Identifies your color, result (Win/Loss/Draw), opponent details, ratings, and ECO opening code AI Analysis — Sends the full PGN and game context to your chosen LLM with a structured coaching prompt Email Report — Delivers a clean HTML coaching report directly to your inbox via Gmail 📊 What's in the Coaching Report Game Summary — Opening, middlegame, and endgame narrative Critical Moments — 3–5 turning points with explanations of what happened and what should have been played Mistake Categories — Tactical oversights, positional errors, opening issues, endgame technique, time management What Went Well — Genuine strengths recognized and reinforced Five Key Lessons — Specific, memorable takeaways tied to your actual game Training Plan — Targeted drills and study resources based on your weaknesses Closing Motivation — Encouraging next step to keep you improving ⚙️ Setup (Under 5 Minutes) Import the workflow into n8n Open the Config node and enter your Chess.com username and target email address Connect your Gmail OAuth2 credential Connect your preferred LLM credential (Google Gemini is pre-wired; swap for OpenAI or Claude if preferred) Activate the workflow — done! 🤖 Supported AI Models The quality of the results depends on the model you choose. You can start with the free Gemini models and compare the output with your expected results. The LLM node is plug-and-play, allowing you to switch between different models with a single click. Google Gemini 2.5 Flash (pre-configured) OpenAI GPT-4o — Best overall chess analysis quality Anthropic Claude Sonnet — Excellent at explanations and coaching tone Mistral / Llama — Self-hosted options for privacy-conscious users 💡 Stronger models produce better analysis. GPT-4o or Claude Sonnet are recommended for players rated 1000+. 📬 Extend the Workflow After the email step, you can easily add nodes to also send the report via: Telegram — instant mobile notifications Slack — post to a personal or team channel Notion — build a game review database Google Drive — archive reports as files Discord — share with your chess study group ✅ Requirements n8n (self-hosted or cloud) A Chess.com account with at least one game this month Gmail OAuth2 credential Any supported LLM API credential (Google Gemini, OpenAI, Anthropic, etc.)

AI Email Assistant: Get Actionable Gmail Alerts on Telegram Who is this for? This template is designed for busy professionals, founders, freelancers, and support teams who want to stay on top of important emails without constantly checking Gmail. It’s ideal for anyone who needs instant, actionable notifications directly on Telegram. What problem is this workflow solving? / Use case Important emails often get buried under newsletters, promotions, and low-priority messages. Constantly refreshing Gmail wastes time and breaks focus. This workflow acts as an AI-powered email filter and alert system. It monitors your inbox, analyzes incoming messages, and sends only relevant, actionable summaries to Telegram — so you can react quickly without inbox overload. What this workflow does Monitors your Gmail inbox for new emails. Uses AI (OpenAI) to analyze and classify each email. Extracts key information such as: Urgency level Required action Summary of the message Sends a structured, concise alert to Telegram. Optionally highlights emails that require: Immediate reply Payment confirmation Meeting scheduling Client follow-up The result: you receive smart, decision-ready notifications instead of raw email forwards. Setup Import the workflow into your n8n instance. Connect Gmail credentials Add your Google account in n8n. Grant permission to read your inbox. Select the mailbox/folder you want to monitor. Set up OpenAI credentials Add your OpenAI API key in n8n. Ensure billing is active. Connect Telegram Create a Telegram bot via @BotFather. Copy the bot token into n8n. Add your Chat ID (or group ID) where alerts should be sent. Test the workflow Send a test email to your Gmail. Confirm that a summarized, actionable message appears in Telegram. How to customize this workflow to your needs Filter specific senders** Modify the Gmail trigger to monitor only emails from clients, payment platforms, or specific domains. Adjust AI instructions** Edit the system prompt to: Classify emails by priority (High / Medium / Low) Detect invoices, contracts, or support requests Automatically draft suggested replies Change alert format** Customize the Telegram message structure (add emojis, urgency labels, or action buttons). Add automation branches** Extend the workflow to: Create tasks in Notion or Trello Add calendar events automatically Label emails in Gmail based on AI classification With this template, your inbox becomes an AI-powered assistant that filters noise and delivers only what truly matters — directly to Telegram in real time. 👋 Need help or want to customize this? 📩 Contact: LinkedIn 📺 YouTube: @DRFIRASS 🚀 Workshops: Mes Ateliers n8n Need help customizing? Contact me for consulting and support : Linkedin / Youtube / 🚀 Mes Ateliers n8n

Intelligent seller governance enforcement and compliance automation How It Works This workflow automates marketplace seller compliance monitoring and enforcement for platform trust, legal, and operations teams. It receives seller data via webhook, routes it through a central Governance Agent backed by persistent memory, and fans out to four specialised AI sub-agents: Policy Monitoring (with compliance scoring and violation severity calculation), Appeals Review, and Enforcement Decision. A Structured Enforcement Output parser standardises results before routing to enforcement actions. The workflow then prepares an audit log, writes to an Enforcement Audit Trail, and triggers multi-channel notifications — Gmail appeal decisions, warning emails, Slack alerts to the compliance team, and suspension notices. Finally, seller records are updated in a Seller Compliance Records store. This eliminates manual case reviews, ensures consistent policy application, and creates a full auditable enforcement trail at scale. Setup Steps Configure webhook URL in Receive Seller Data node and secure with authentication. Set AI model credentials (OpenAI/Anthropic) in all agent and model nodes. Add Slack credentials and target channel to Notify Compliance Team node. Connect database/Google Sheets credentials. Activate and test with a sample seller payload. Prerequisites Gmail account with OAuth2 credentials Slack workspace and bot token Database or Google Sheets for audit and records storage Use Cases Automated suspension and warning issuance for policy-violating marketplace sellers Customisation Swap enforcement channels (e.g., replace Gmail with SendGrid) Benefits Eliminates manual seller case reviews — scales enforcement without added headcount

Monitor a company watchlist for new Seed and Series A funding rounds and deliver a formatted weekly scouting report via email and Slack. This workflow reads company domains from a Google Sheets watchlist, checks each one for recent financing events via the PredictLeads Financing Events API, filters for Seed and Series A rounds from the past 7 days, then uses OpenAI to generate a professional weekly scouting report with a summary table and trend analysis. The report is delivered via Gmail and Slack. How it works: Weekly schedule trigger runs every Monday. Reads company domains from the Google Sheets watchlist. Loops through each company and fetches financing events from PredictLeads. Filters for Seed and Series A rounds that occurred in the last 7 days. Aggregates all filtered funding events into a single dataset. Sends the aggregated data to OpenAI to generate a formatted scouting report. The report includes a markdown table (Company, Round Type, Amount, Date, Key Investors) and trend analysis. Sends the full report via Gmail. Posts a summary notification to Slack. Setup: Create a Google Sheet with a "Watchlist" tab containing a column: domain. Configure the Gmail recipient address in the Send Report Email node (default: team@yourcompany.com). Set up a Slack incoming webhook URL in the Slack Summary node. Add your OpenAI API key in the Generate Scouting Report HTTP Request node. Add your PredictLeads API credentials (X-Api-Key and X-Api-Token headers). Requirements: Google Sheets OAuth2 credentials. Gmail OAuth2 credentials. Slack incoming webhook URL. OpenAI API account (uses gpt-4o-mini, ~$0.003-0.008 per call). PredictLeads API account (https://docs.predictleads.com). Notes: The 7-day lookback window is configured in the Filter Seed & Series A code node. Funding categories include "seed", "series_a", and "series a" variations. If no funding rounds are found, the report states that clearly rather than failing. PredictLeads Financing Events API docs: https://docs.predictleads.com

Quick overview This workflow runs daily to read chronic care vitals from Google Sheets, merge them into a per-patient record, score risk using AHA/ADA threshold rules, and notify clinicians via Telegram and Gmail when escalation is needed, while logging all results back to Google Sheets. How it works Runs every 24 hours on a schedule trigger. Reads blood pressure, glucose, activity/sleep, and patient master data from Google Sheets. Merges the sheets into a single structured record per patient for the current day. Calculates a risk score and risk level (LOW–CRITICAL) by evaluating vitals against AHA/ADA guideline thresholds and detecting anomalies. If escalation is required, generates a clinical intervention plan, sends a Telegram alert to the doctor, sends an HTML escalation email via Gmail, and appends/updates the escalated result in the Google Sheets DailyLog. If escalation is not required, writes the routine result to the Google Sheets DailyLog and sends a routine status email via Gmail. If any workflow error occurs, posts an error alert to a designated Slack channel. Setup Add Google Sheets OAuth2 credentials and update each Google Sheets node with your spreadsheet document ID and tab names (BloodPressure, Glucose, Activity, Patients/Patient Master, and DailyLog). Add Telegram Bot credentials and set the doctor’s chat ID in the Telegram alert message. Add Gmail OAuth2 credentials and replace the placeholder doctor email address used in the escalation and routine email nodes. Add Slack OAuth2 credentials and select the channel that should receive error notifications. Review the risk thresholds and intervention text in the code steps to match your clinic’s protocols, and adjust the schedule interval/time as needed.

Birthday & Milestone Message Automation (n8n Google Sheets + Gemini AI + Gmail) This workflow automatically sends personalized birthday and anniversary emails to clients. It runs daily, checks a Google Sheet for matching dates, generates a warm AI message using Google Gemini and sends it via Gmail. It also includes a thoughtful investment idea tailored to the client’s age, risk profile and relationship type. Quick Implementation Steps Connect Google Sheets OAuth2 Add your Google Gemini API key Connect Gmail OAuth2 Update the Google Sheet ID Ensure your sheet has required columns: Client Name, Email, Advisor Name, Birthday, Anniversary, Relationship Type (Premium / Normal), Client Age, Risk Profile Activate the workflow What It Does This workflow automates client relationship engagement for financial advisors by sending personalized messages on important milestones like birthdays and anniversaries. It eliminates the need for manual tracking and ensures that no important date is missed. Every day at a scheduled time, the workflow reads all client records from a Google Sheet and checks if any client has a birthday or anniversary on that day. If a match is found, it prepares detailed variables including client information, tone and occasion. The workflow then intelligently selects a suitable investment idea based on the client’s age group and risk profile. This context is passed to Google Gemini, which generates a warm, human-like message. Finally, the message is formatted and sent as a text email via Gmail. Who’s It For Financial advisors Wealth managers Investment consultants Relationship managers handling client portfolios Firms managing high-value or premium clients Requirements To use this workflow, you need: n8n instance (Cloud or Self-hosted) Google Sheets account with client data Google Gemini API key Gmail account for sending emails Proper OAuth2 credentials configured in n8n A Google Sheet with the following columns: Client Name Email Advisor Name Birthday Anniversary Relationship Type (Premium / Normal) Client Age Risk Profile How It Works & Setup Guide 🧩 Step-by-Step Workflow Execution Schedule Trigger Runs every day at 9:01 AM Read Client Data Fetches all rows from Google Sheets Settings Node Stores configuration such as: Message tone Default values Subject line format Labels for birthday and anniversary Date Matching (IF Node) Checks if today matches: Client Birthday OR Client Anniversary If no match → workflow stops Prepare Variables Extracts and formats: Client details Occasion type Message tone (premium or normal) Email subject AI prompt Investment Suggestion Logic (Code Node) Selects suggestion based on: Age group (Young / Mid / Senior) Risk profile (Low / Moderate / High) Adds a meaningful explanation AI Message Generation Google Gemini generates: Warm personalized message Includes emotional investment suggestion Format Email Converts AI output into clean text format Send Email Gmail sends the message directly to the client How To Customize Nodes Schedule Node** Change time based on your preference Settings Node** Modify: Tone (formal, friendly) Subject lines Default age or risk values Advisor firm name Google Sheet Node** Replace Sheet ID with your own data source Code Node (Investment Logic)** Add or modify: Investment ideas Age group logic Risk mapping Gemini Node** Adjust prompt for: More emotional tone Shorter or longer messages Gmail Node** Change sender name or email behavior Add-ons (Enhancements) Add WhatsApp or SMS integration for multi-channel messaging Store sent messages in Google Sheets or CRM Add Slack notifications for internal tracking Include attachments (PDF reports or offers) Add client segmentation logic for advanced personalization Use Case Examples Automatically send birthday wishes to all clients without manual effort Strengthen relationships with premium clients using personalized messages Promote subtle investment awareness without sounding salesy Maintain consistent engagement across a large client base Improve client retention through thoughtful communication There can be many more such use cases depending on how you want to extend and customize this workflow. Troubleshooting Guide | Issue | Possible Cause | Solution | |------|--------------|---------| | No emails are sent | No matching date found | Verify birthday/anniversary format in sheet | | Workflow stops early | IF condition not satisfied | Check date comparison logic | | Incorrect client data | Column mismatch | Ensure exact column names are used | | Gemini not generating response | API key issue | Verify Gemini credentials | | Emails not delivered | Gmail authentication issue | Reconnect Gmail OAuth | | Wrong message tone | Settings misconfigured | Check tone values in Settings node | Need Help? If you need assistance setting up this workflow, customizing it for your business or building advanced automation solutions, feel free to reach out to our n8n workflow development team at WeblineIndia. Our team can help you design scalable, production-ready workflows tailored to your exact requirements.

How It Works This workflow automates intellectual property (IP) monitoring, conflict detection, and governance reporting for IP counsel, legal operations teams, and compliance officers. It eliminates the manual effort of tracking IP lifecycle events, identifying conflicting registrations, and routing compliance actions across severity levels. IP alerts arrive via webhook and scheduled monitoring triggers. Both feeds are parsed and passed to the IP Monitoring Agent, backed by a monitoring model, shared memory, a Conflict Detection Agent (with knowledge base), an IP Lifecycle Tracking Agent, and an IP Tracking Sheet Tool. Structured outputs feed the IP Governance Agent, which coordinates a Governance Agent (with memory), a Licensing Compliance Agent, and a Documentation Generation Agent. Outputs are routed by severity: analytics data is formatted and exported to Google Sheets; conflicts are prepared, shared to Slack, and routed by severity level, critical conflicts trigger Gmail alerts while medium conflicts receive Slack notifications. Governance records, compliance reports, and governance decisions are stored and distributed in parallel. Setup Steps Import workflow; configure the External IP Alert Webhook and Schedule IP Monitoring trigger interval. Add AI model credentials to the IP Monitoring Agent Connect Slack credentials to the Share IP Conflicts and Notify Medium Conflicts nodes. Link Gmail credentials to the Email High Priority Conflicts and Send Compliance Report nodes. Link Google Sheets credentials; set sheet IDs for IP Analytics, Governance Decisions, and Compliance Report tabs. Configure the IP Knowledge Base tool with your IP registry or database source. Prerequisites OpenAI API key (or compatible LLM) Slack workspace with bot credentials Gmail account with OAuth credentials Google Sheets with IP analytics and governance tabs pre-created IP knowledge base or registry API access Use Cases IP counsel automating conflict detection across trademark and patent registrations Customisation Extend severity routing to include additional tiers such as low-risk advisory notifications Benefits Dual-trigger ingestion eliminates IP monitoring blind spots between scheduled and real-time events

Overview This n8n template automates finding roofing contractors in any city using Google Maps. It deep-scrapes listings via ScrapeOps Proxy, deduplicates results against Google Sheets, saves fresh leads, and sends alerts via Gmail and Slack - all triggered from a simple web form. Who is this for? Roofing companies building local lead lists without manual research Sales teams prospecting contractors in new cities or regions Agencies running lead generation campaigns for home services clients Anyone who needs structured local business data from Google Maps What problem does it solve? Manually searching Google Maps, copying business details, and checking for duplicates is slow and error-prone. This workflow automates the entire process - from search to deduplication to saved leads - so you get fresh, structured contractor data with zero manual effort. How it works A web form captures the target city. ScrapeOps Proxy scrapes Google Maps for roofing contractors in that city. Each listing is deep-scraped for full details: phone, website, rating, reviews, and address. Results are compared against existing Google Sheet entries to remove duplicates. Only new leads are saved to the sheet. Gmail and Slack alerts notify you of new leads instantly. Set up steps (~10–15 minutes) Register for a free ScrapeOps API key: https://scrapeops.io/app/register/n8n Add ScrapeOps credentials in n8n. Docs: https://scrapeops.io/docs/n8n/overview/ Duplicate the Google Sheet template and connect it to the Read Previous Entries and Save New Leads nodes. Configure Gmail credentials in the Send Gmail Alert node and set your recipient. Configure Slack credentials in the Send Slack Alert node and set your channel. Open the form URL, enter a city, and run. Pre-conditions Active ScrapeOps account (free tier available): https://scrapeops.io/app/register/n8n ScrapeOps community node installed in n8n: https://scrapeops.io/docs/n8n/overview/ Google Sheets credentials configured in n8n Duplicated Google Sheet template with correct column headers Gmail credentials for alert emails Slack credentials for channel notifications Disclaimer This template uses ScrapeOps n8n integration as a community node. You are responsible for complying with Google's Terms of Use, robots.txt directives, and applicable laws in your jurisdiction. Scraping targets may change at any time; adjust render, scroll, and wait settings and parsers as needed. Use responsibly and only for legitimate business purposes.

Description Paste any TikTok, YouTube, or short-form video URL into a simple form along with your brand name, target audience, and preferred tone and the workflow automatically transcribes the content and writes a ready-to-publish Facebook caption. GPT-4o-mini follows ten Facebook engagement rules to write a hook, short paragraphs, a call to action, and up to 8 hashtags — then posts the caption directly to your Facebook Page feed via the Graph API. Every post is logged to Google Sheets with the Post ID, Post URL, character count, and Posted status. Built for social media managers, content creators, and brands who produce short-form video and want Facebook posts published automatically without rewriting captions manually. What This Workflow Does Transcribes any video into plain text** — WayinVideo processes the video and returns a clean spoken text version that GPT uses as the source for caption writing Writes a Facebook caption following 10 engagement rules** — GPT-4o-mini produces a hook, short paragraphs, a tone-matched body, a CTA, optional video link, and up to 8 hashtags Optionally includes the video link in the post** — If you choose Yes at form submission, the video URL is added naturally to the end of the caption Posts directly to the Facebook Page feed** — The caption and hashtags are published via the Facebook Graph API without any manual copy-pasting Polls automatically until transcription is ready** — Waits 60 seconds then checks every 30 seconds until the transcript is available, with no manual monitoring required Logs every post to Google Sheets** — Appends a row with the video URL, title, brand name, caption, hashtags, character count, Post ID, constructed Post URL, Status, and Posted On timestamp Setup Requirements Tools Needed n8n instance (self-hosted or cloud) WayinVideo account with API access OpenAI account with GPT-4o-mini API access Facebook Developer account with a Page Access Token Google Sheets (one sheet with a tab named Facebook Posts) Credentials Required WayinVideo API key (pasted into 2. WayinVideo — Submit Transcription and 4. WayinVideo — Get Transcript Results) OpenAI API key Facebook Page ID and Facebook Page Access Token (pasted into 11. HTTP — Post to Facebook) Google Sheets OAuth2 > ⚠️ WayinVideo API key appears in 2 steps — replace YOUR_WAYINVIDEO_API_KEY in both 2. WayinVideo — Submit Transcription and 4. WayinVideo — Get Transcript Results. Missing either one will cause the workflow to fail. Estimated Setup Time: 20–25 minutes Step-by-Step Setup Import the workflow — Open n8n → Workflows → Import from JSON → paste the workflow JSON → click Import Get your WayinVideo API key — Log in to your WayinVideo account → go to Account Settings → copy your API key Add your WayinVideo API key to node 2 — Open node 2. WayinVideo — Submit Transcription → find the Authorization header value Bearer YOUR_WAYINVIDEO_API_KEY → replace YOUR_WAYINVIDEO_API_KEY with your actual key Add your WayinVideo API key to node 4 — Open node 4. WayinVideo — Get Transcript Results → find the same Authorization header → replace YOUR_WAYINVIDEO_API_KEY with the same key Connect OpenAI — Open node 9. OpenAI — GPT-4o-mini Model → click the credential dropdown → add your OpenAI API key → test the connection Get your Facebook Page ID — Go to your Facebook Page → click About → scroll to Page Transparency → copy the Page ID number Get your Facebook Page Access Token — Go to developers.facebook.com → My Apps → your app → Graph API Explorer → select your Page from the dropdown → click Generate Access Token → copy the token. Make sure the token has pages_manage_posts and pages_read_engagement permissions Add your Facebook credentials to node 11 — Open node 11. HTTP — Post to Facebook → in the URL, replace YOUR_FACEBOOK_PAGE_ID with your actual Page ID → in the JSON body, replace YOUR_FACEBOOK_PAGE_ACCESS_TOKEN with your actual Page Access Token Create your Google Sheet tab — Open your Google Sheet → add a tab named exactly Facebook Posts → add these 10 column headers in row 1: Video URL, Video Title, Brand / Page, Facebook Caption, Hashtags, Character Count, Post ID, Post URL, Status, Posted On Connect Google Sheets — Open node 12. Google Sheets — Log Post → click the document field → replace YOUR_GOOGLE_SHEET_ID by selecting your spreadsheet or entering the Sheet ID (the string between /d/ and /edit in your Sheet URL) → click the credential dropdown → add Google Sheets OAuth2 → authorize access Activate the workflow — Toggle the workflow to Active → copy the Form URL from node 1. Form — Video URL + Details → open it in a browser to submit your first video How It Works (Step by Step) Step 1 — Form: Video URL + Details You open the form URL in a browser and fill in six fields: the video URL (TikTok, YouTube, Vimeo, or any direct link), the video title, your brand or page name, the target audience, the post tone (e.g. inspiring, informative, funny), and whether to include the video link in the post (Yes or No). Submitting the form starts the workflow. Step 2 — HTTP: WayinVideo — Submit Transcription The video URL is sent to the WayinVideo transcription API with the target language set to English. WayinVideo accepts the job and returns a task ID confirming transcription has started. Step 3 — Wait: 60 Seconds The workflow pauses for 60 seconds before the first status check, giving WayinVideo time to begin processing the video. Step 4 — HTTP: WayinVideo — Get Transcript Results A GET request checks the WayinVideo results endpoint using the task ID from step 2. It returns the current processing status and, once complete, the full transcript with speaker labels and timestamps. Step 5 — IF: Transcription Complete? This is the polling gate. If the status equals SUCCEEDED (YES path), the transcript is ready and the workflow moves forward to formatting. If still processing (NO path), the workflow routes to 6. Wait — 30 Seconds Retry which pauses 30 seconds then loops back to step 4 to check again. This repeats until SUCCEEDED. Step 6 — Wait: 30 Seconds Retry When the transcript is not yet ready, the workflow waits 30 seconds then returns to step 4 for another check. The loop continues automatically. Step 7 — Code: Format Transcript The transcript segments are formatted in two ways simultaneously: a speaker-labeled version with timestamps (for reference), and a clean plain text version that joins all spoken words into a single block of text. The plain text version is what GPT receives — this gives it the actual video content without speaker formatting distracting from the caption writing task. All six form inputs are also packaged here for the AI prompt. Step 8 — AI Agent: Write Facebook Caption GPT-4o-mini receives the plain text transcript and a detailed system prompt. Ten Facebook writing rules are enforced: content only from the transcript, strong scroll-stopping hook in the first line, short 1–2 sentence paragraphs with line breaks, consistent tone, a CTA at the end, natural emojis, 150–300 word total length, optional video link if requested, and 5–8 relevant lowercase hashtags. The output uses three labeled sections: FACEBOOK CAPTION, HASHTAGS, and CHARACTER COUNT. Step 9 — OpenAI: GPT-4o-mini Model This is the language model powering the caption writing. It runs with default settings for natural, engaging social copy. Step 10 — Code: Parse Caption Output The AI output is parsed using regex to extract the FACEBOOK CAPTION, HASHTAGS, and CHARACTER COUNT sections individually. The full post message is assembled by joining the caption and hashtags with two line breaks. If the caption section is empty, the step throws a clear error. Video title, URL, brand name, and tone are also carried forward for the sheet log. Step 11 — HTTP: Post to Facebook The full post message is sent to the Facebook Graph API v19 feed endpoint for your Page. The Graph API returns the new Post ID on success. Step 12 — Google Sheets: Log Post One row is appended to your Facebook Posts tab with all 10 columns populated: video URL, video title, brand name, caption, hashtags, character count, the Post ID returned by Facebook, a constructed Post URL (https://www.facebook.com/[post_id]), Status set to Posted, and the Posted On timestamp. Key Features ✅ Plain text transcript for cleaner captions — The workflow strips speaker labels before sending to GPT so the AI focuses on the content, not the formatting — producing more natural Facebook copy ✅ Ten Facebook engagement rules in the prompt — Hook structure, paragraph length, line breaks, emoji usage, CTA placement, word count, and hashtag count are all enforced in the system prompt ✅ Optional video link included automatically — If you choose Yes at form submission, the video URL is woven into the post naturally — no manual adding or editing needed ✅ Character count logged per post — Every row in Google Sheets includes the character count of the caption alone so you can track post length trends across your Page ✅ Post URL constructed and logged — The Google Sheets log includes a direct link to every live Facebook post built from the Post ID — no searching for it in Facebook later ✅ Tone matched per submission — You choose the tone at submission time so the same workflow can produce an inspiring post for one video and a funny casual post for another ✅ Retry loop with 30-second intervals — The workflow polls on a sensible schedule without hammering the WayinVideo API while the transcript is processing Customisation Options Change the Facebook Graph API version — In node 11. HTTP — Post to Facebook, update the URL from v19.0 to the latest Graph API version (e.g. v23.0) if you need to use newer API features or if v19.0 is deprecated by the time you set this up. Add a retry limit to stop infinite polling — Before node 6. Wait — 30 Seconds Retry, add a Set step that increments a counter, then add a second IF check to stop after 15 polls and send a Gmail error notification instead of looping indefinitely. Post to multiple Facebook Pages in sequence — After node 12. Google Sheets — Log Post, duplicate the HTTP and Sheets steps with a second Page ID and Access Token — useful for agencies managing multiple brand pages from the same workflow. Save a draft instead of posting immediately — In node 11. HTTP — Post to Facebook, add a "published": false field to the JSON body to save the post as a Facebook draft for review before it goes live — then update the Status in the sheet to "Draft" accordingly. Extend to Instagram simultaneously — After node 10. Code — Parse Caption Output, add a second HTTP step that posts the same caption to an Instagram Business Account via the Instagram Graph API — repurposing the same caption across both platforms in one workflow run. Troubleshooting WayinVideo returning an error on submission: Confirm YOUR_WAYINVIDEO_API_KEY in node 2. WayinVideo — Submit Transcription is replaced with your actual API key — not the placeholder Confirm the same replacement was made in node 4. WayinVideo — Get Transcript Results — both steps require the key Check the execution log of node 2 for the raw error — a 401 means wrong key, a 422 means the URL format is not supported Workflow stuck in the retry loop: Check that the video URL is publicly accessible — TikTok videos that require login, private YouTube videos, or expired links will not be processed Open the execution log of node 4. WayinVideo — Get Transcript Results and check the raw response — WayinVideo may have returned FAILED with a specific error If the loop runs indefinitely, deactivate the workflow, fix the URL, and resubmit Facebook post not publishing: Confirm YOUR_FACEBOOK_PAGE_ID in the URL of node 11. HTTP — Post to Facebook is replaced with your numeric Page ID — not the page name or username Confirm YOUR_FACEBOOK_PAGE_ACCESS_TOKEN in the JSON body of node 11 is replaced with a valid Page Access Token with pages_manage_posts permission Page Access Tokens expire — if the workflow worked before and stopped, regenerate a long-lived Page Access Token from Graph API Explorer Check the execution log of node 11 for the Facebook API error — a 190 error means the token is expired or invalid GPT not generating the caption or missing sections: Confirm the API key is connected in node 9. OpenAI — GPT-4o-mini Model and your account has available credits Check the execution log of node 8. AI Agent — Write Facebook Caption for the raw GPT output — if any of the three labeled sections are missing, the regex in node 10 returns empty strings If the transcript is very short (under 50 words), GPT may produce a minimal output — try a longer video or add more context in the video title field Google Sheets not logging the row: Confirm YOUR_GOOGLE_SHEET_ID in node 12. Google Sheets — Log Post is replaced with your actual sheet ID from the URL Confirm the tab is named Facebook Posts exactly and all 10 column headers match exactly Check that the Google Sheets OAuth2 credential is connected and not expired — re-authorize if needed Support Need help setting this up or want a custom version built for your team or agency? 📧 Email:info@isawow.com 🌐 Website:https://isawow.com

Description Submit an earnings call recording URL along with the company name, ticker, quarter, and the financial topics you want to extract — and the workflow scans the recording automatically. WayinVideo's Find Moments API locates up to 8 relevant moments in the call, each with a title, description, timestamp, and relevance score. GPT-4o-mini then analyzes every moment and writes an 8-section investor highlight including topic category, investor summary, key metrics mentioned, why it matters, sentiment with reasoning, and flags for attention. One Notion page is created per highlight in your Investor Intelligence database. Built for investment analysts, fund managers, IR teams, and financial content creators who want to organize earnings call intelligence without manually scrubbing through recordings. What This Workflow Does Finds up to 8 financial moments per call** — WayinVideo's Find Moments API scans the full recording and returns the most relevant timestamped moments matching your financial topics query Returns relevance scores per moment** — Each matched moment includes a score out of 100 so you can see at a glance which highlights are the strongest matches Assigns a topic category to every highlight** — GPT categorizes each moment into one of nine categories: Revenue and Growth, Guidance and Outlook, Profitability and Margins, Product and Innovation, Risk Factors, Competitive Landscape, Management Commentary, Capital Allocation, or Other Writes an 8-section investor analysis per moment** — Each highlight includes an investor summary, key metrics, why it matters, sentiment label, sentiment reasoning, and flags for analyst attention Generates pre-formatted Notion page content** — GPT writes the full Notion page body alongside the structured analysis so the page is readable immediately after creation Creates one Notion page per highlight** — Every matching moment becomes its own page in your Investor Intelligence database with the page title formatted as Company Ticker — Quarter — Category — Highlight N Polls automatically until results are ready** — Waits 90 seconds then checks every 30 seconds until WayinVideo finishes scanning the recording Setup Requirements Tools Needed n8n instance (self-hosted or cloud) WayinVideo account with API access OpenAI account with GPT-4o-mini API access Notion account with a database set up Credentials Required WayinVideo API key (pasted into 2. WayinVideo — Submit Find Moments and 4. WayinVideo — Get Moments Results) OpenAI API key Notion OAuth2 credential > ⚠️ WayinVideo API key appears in 2 steps — replace YOUR_WAYINVIDEO_API_KEY in both 2. WayinVideo — Submit Find Moments and 4. WayinVideo — Get Moments Results. Missing either one will cause the workflow to fail. Estimated Setup Time: 20–25 minutes Step-by-Step Setup Import the workflow — Open n8n → Workflows → Import from JSON → paste the workflow JSON → click Import Get your WayinVideo API key — Log in to your WayinVideo account → go to Account Settings → copy your API key Add your WayinVideo API key to node 2 — Open node 2. WayinVideo — Submit Find Moments → find the Authorization header value Bearer YOUR_WAYINVIDEO_API_KEY → replace YOUR_WAYINVIDEO_API_KEY with your actual key Add your WayinVideo API key to node 4 — Open node 4. WayinVideo — Get Moments Results → find the same Authorization header → replace YOUR_WAYINVIDEO_API_KEY with the same key Connect OpenAI — Open node 9. OpenAI — GPT-4o-mini Model → click the credential dropdown → add your OpenAI API key → test the connection Create your Notion database — In Notion, create a new database named Investor Intelligence → add these properties: Title (title), Company (text), Ticker Symbol (text), Quarter (text), Topic Category (select), Sentiment (select), Timestamp (text), Relevance Score (number), Recording URL (url), Call Date (date), Status (select — add "New" as a default option) Get your Notion database ID — Open your Investor Intelligence database in Notion in a browser → the database ID is the 32-character string in the URL between the last / and the ? — it looks like xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Connect Notion and set the database — Open node 11. Notion — Create Highlight Page → click the credential dropdown → add Notion OAuth2 → complete the OAuth flow to authorize n8n → in the pageId field, paste your Notion database URL or ID → make sure your Notion integration has access to the database (go to the database in Notion → three-dot menu → Add connections → find your n8n integration) Activate the workflow — Toggle the workflow to Active → copy the Form URL from node 1. Form — Earnings Call + Details → open it in a browser to submit your first earnings call How It Works (Step by Step) Step 1 — Form: Earnings Call + Details You open the form URL in a browser and fill in seven fields: the earnings call recording URL (Zoom, YouTube, Vimeo, or any direct link), the company name, the ticker symbol, the quarter or period (e.g. Q1 2025, FY2025), the call date, the financial topics you want to extract (e.g. "revenue growth guidance profit margin"), and optionally your investment thesis context (e.g. "Long-term growth play" or "Risk assessment"). Submitting the form starts the workflow. Step 2 — HTTP: WayinVideo — Submit Find Moments The recording URL and your financial topics query are sent to WayinVideo's Find Moments API. The request asks for up to 8 matching moments with export disabled since you only need the metadata. A project name is auto-generated from the company name, ticker, and quarter. WayinVideo accepts the job and returns a task ID. Step 3 — Wait: 90 Seconds The workflow pauses for 90 seconds before the first status check, giving WayinVideo time to scan the full recording. Earnings calls are typically 60–90 minutes long and benefit from this initial processing window. Step 4 — HTTP: WayinVideo — Get Moments Results A GET request checks the WayinVideo find-moments results endpoint using the task ID from step 2. It returns the current processing status and, once complete, the full clips array with title, description, timestamp, relevance score, and tags for each matched moment. Step 5 — IF: Find Moments Complete? This is the polling gate. If the status equals SUCCEEDED (YES path), the moments are ready and the workflow moves forward to clip extraction. If still processing (NO path), the workflow routes to 6. Wait — 30 Seconds Retry which pauses 30 seconds then loops back to step 4 to check again. This repeats until SUCCEEDED. Step 6 — Wait: 30 Seconds Retry When results are not yet ready, the workflow waits 30 seconds then returns to step 4 for another check. The loop continues automatically. Step 7 — Code: Extract Highlight Clips The clips array from WayinVideo is read and split into individual rows — one per matching moment. If no clips are returned, the step throws a clear error with a suggestion to try a broader query. Millisecond timestamps are converted to MM:SS format. The total clip count is also tracked and passed forward so GPT knows which highlight number it is writing (e.g. "Highlight 3 of 7"). All form inputs are carried forward alongside each clip's data. Step 8 — AI Agent: Generate Investor Highlight GPT-4o-mini receives the earnings call context and the specific moment's metadata: company, ticker, quarter, call date, financial topics, investment thesis, the moment title, description, timestamp range, relevance score, and tags. It writes eight labeled sections: TOPIC_CATEGORY, INVESTOR_SUMMARY, KEY_METRICS_MENTIONED, WHY_IT_MATTERS, SENTIMENT, SENTIMENT_REASONING, FLAGS_FOR_ATTENTION, and NOTION_PAGE_CONTENT. The Notion page content section is a fully formatted readable version of all other sections combined. Step 9 — OpenAI: GPT-4o-mini Model This is the language model powering the investor analysis. It runs with default settings for structured, consistent financial output. Step 10 — Code: Parse Investor Analysis All eight labeled sections are extracted from the AI output using regex. A Notion page title is assembled in the format Company Ticker — Quarter — TopicCategory — Highlight N. All fields are packaged and ready for the Notion API call. Step 11 — Notion: Create Highlight Page One Notion page is created in your Investor Intelligence database per financial highlight. The page title uses the structured format built in step 10. The full formatted Notion page content from GPT is written into the page body. Each page created corresponds to one timestamped moment from the earnings call. The final result is up to 8 Notion pages — one per financial highlight found — each containing the investor summary, key metrics, sentiment, flags for attention, and the full page body ready to read, annotate, and share. Key Features ✅ Find Moments API — no full transcription — WayinVideo semantically searches the recording to find relevant moments directly, which is faster than transcribing and then text-searching the full call ✅ Up to 8 highlights per call — More moments per call than most WayinVideo workflows — suited for longer earnings calls with multiple important topics ✅ Nine financial topic categories — auto-assigned — Every highlight is automatically tagged with a category so your Notion database is filterable and sortable by topic type across all calls ✅ Investment thesis personalization — The optional investment thesis field is passed to GPT so the "Why It Matters" and "Flags" sections are framed around your specific analysis angle ✅ Sentiment with reasoning included — GPT assigns one of five sentiment labels and explains why — giving you a one-line justification you can include in your notes or investment memo ✅ Structured Notion page title — Every page is titled as Company Ticker — Quarter — Category — Highlight N so your Notion database is sortable and scannable without opening individual pages ✅ Highlight index passed to GPT — GPT knows it is writing "Highlight 3 of 7" so the analysis can reference position and relative importance within the full set of moments found Customisation Options Increase the number of moments returned — In node 2. WayinVideo — Submit Find Moments, change "limit": 8 to a higher number such as 12 to find more matching moments per call — useful for very long conference call recordings covering many topics. Add a retry limit to stop infinite polling — Before node 6. Wait — 30 Seconds Retry, add a Set step that increments a poll counter, then add a second IF check to stop after 15 polls and send a Gmail or Slack error notification instead of looping indefinitely. Add Notion database properties per page — After node 11. Notion — Create Highlight Page, add a Notion update step that sets the database properties (Company, Ticker Symbol, Quarter, Sentiment, Topic Category, etc.) on the newly created page using the page ID returned — making your database filterable without opening each page. Send a summary email after all highlights are created — After node 11. Notion — Create Highlight Page (on the last clip), add a Gmail step that sends a plain-text email listing all highlight titles, sentiments, and Notion page URLs so you have the full digest in your inbox. Search for multiple topic queries in one run — In the form, allow comma-separated financial topics in the Financial Topics to Extract field, then add a code step after the form that submits a separate Find Moments request per topic and merges the results — covering revenue, margins, and risk in a single form submission. Troubleshooting WayinVideo returning an error on submission: Confirm YOUR_WAYINVIDEO_API_KEY in node 2. WayinVideo — Submit Find Moments is replaced with your actual API key — not the placeholder Confirm the same replacement was made in node 4. WayinVideo — Get Moments Results — both steps require the key Check the execution log of node 2 for the raw error — a 401 means wrong key, a 422 means the URL or query format is invalid No moments found (empty clips array): The financial topics query may be too short or too specific — try broader phrases like "revenue guidance margin" instead of "Q3 gross margin beat consensus by 200 basis points" Check that the recording URL is publicly accessible without login — private Zoom recordings or expired links will not be processed The recording may need clearer audio — low-quality recordings or those with heavy background noise reduce WayinVideo's moment detection accuracy Workflow stuck in the polling loop: Open the execution log of node 4. WayinVideo — Get Moments Results and inspect the raw response — WayinVideo may have returned FAILED with a specific error message Check that the recording URL is a direct video link and not a landing page, login wall, or a link that requires account access If the loop runs indefinitely, deactivate the workflow, fix the URL or query, and resubmit Notion pages not being created: Confirm the Notion OAuth2 credential in node 11. Notion — Create Highlight Page is connected and that your n8n integration has been added to the Investor Intelligence database in Notion — go to the database → three-dot menu → Add connections Confirm the pageId field in node 11 points to a valid Notion database — this must be a database, not a regular page Check the execution log of node 11 for the Notion API error — a 404 means the database ID is wrong, a 403 means the integration does not have access GPT not generating all eight sections: Confirm the API key is connected in node 9. OpenAI — GPT-4o-mini Model and your account has available credits Check the execution log of node 8. AI Agent — Generate Investor Highlight for the raw GPT output — if any labeled sections are missing, the regex in node 10. Code — Parse Investor Analysis returns empty strings for those fields If the clip description from WayinVideo is very short (under 10 words), GPT may produce a minimal analysis — this is expected for very low-score moments Support Need help setting this up or want a custom version built for your team or agency? 📧 Email:info@isawow.com 🌐 Website:https://isawow.com

Who it's for This workflow is for indie creators, automation agencies, and digital product sellers who sell n8n workflow templates (or any downloadable file) through Stripe and want to automate post-purchase delivery and team notifications. How it works The Stripe Trigger fires when a checkout.session.completed event is detected — a payment has been completed. An HTTP Request node fetches the full line items from the Stripe Checkout Session using the Stripe API. In parallel, a Discord notification is sent to a dedicated channel with the customer's name, email, product name, and amount paid. Simultaneously, Google Drive is searched for a document template whose name matches the purchased product description. The matching template file is downloaded from Google Drive. A branded HTML email is sent to the customer via Gmail, with the downloaded template attached as a .json file. How to set up [ ] Connect your Stripe API credentials to both the Stripe Trigger and HTTP Request nodes [ ] Configure the Discord bot credential and set the target guild and channel IDs [ ] Connect a Google OAuth2 credential with Drive read access to both Google Drive nodes [ ] Set the Google Drive folder ID where your templates are stored [ ] Connect a Gmail OAuth2 credential to the Gmail node Requirements Stripe account with API key Discord bot with permissions to post in a channel Google Drive with template files named after your products Gmail account with OAuth2 access How to customize Adapt the Discord message to include additional order details such as coupon codes or quantity. Replace the Gmail step with another email provider (SendGrid, SMTP) for higher sending volumes. Add a Google Sheets logging step after the Stripe trigger to keep a record of all purchases.

Quick overview This workflow runs daily to detect dead Shopify inventory by comparing current product stock against recent paid order history, then generates a CSV report and sends it via Gmail and Slack, with global error notifications posted to Slack. How it works Runs every day at 07:00 on a schedule trigger. Pulls paid Shopify orders from the past configured lookback period and fetches all published Shopify products. Compares product variants with available stock against order history to find variants that have not sold within the configured number of days, then sorts results by total inventory value. Stops after producing a “clean” status message if no dead inventory is found. Formats the dead-inventory list into CSV-ready rows and converts it into a CSV file. Emails the CSV report through Gmail to the configured recipient and uploads the same CSV file to the configured Slack channel. Posts any workflow execution errors to Slack with the failed node name and error message. Setup Connect Shopify OAuth2 credentials with permission to read orders and products. Connect a Gmail OAuth2 account that can send email from the Gmail node. Connect Slack credentials and set the target channel ID for both the report upload and error notifications. Update the detector settings for your store (daysWithoutSales, orderFetchDays, recipientMail, and slackEscalationChannel) before activating the workflow. Requirements Shopify store with Admin API access (read orders and read products scopes). Gmail account connected via OAuth2. Slack workspace with a designated channel for reports.