Workflow Templates

How It Works Scheduled triggers initiate automated contract reviews. The system fetches documents from cloud storage and email, then uses AI to extract key terms, obligations, and compliance requirements. Multi-model parsing identifies gaps, inconsistencies, and potential risks. A scoring engine evaluates severity and routes alerts to the appropriate channels. The workflow then updates the CLM system and produces audit-ready documentation for tracking and governance. Setup Instructions Storage: Configure access to your Google Drive or webhook-based document repository. Email: Connect Gmail to automatically ingest contract-related emails. AI Extraction: Add the OpenAI API key and define extraction prompts for obligations and terms. CLM System: Enter credentials for your contract lifecycle management platform. Alerts: Set up Google Sheets logging and connect dashboard endpoints for risk and compliance alerts. Prerequisites Cloud storage access; Gmail credentials; OpenAI API key; CLM system credentials; document processing license Use Cases Contract renewal tracking; compliance audits; risk management; vendor agreement reviews; regulatory adherence monitoring Customization Adjust risk thresholds; modify extraction rules; add Slack notifications; extend compliance frameworks Benefits Reduces review time 80%; catches compliance gaps; automates audit trails;

How It Works This workflow automates end-to-end research analysis by coordinating multiple AI models—including NVIDIA NIM (Llama), OpenAI GPT-4, and Claude to analyze uploaded documents, extract insights, and generate polished reports delivered via email. Built for researchers, academics, and business analysts, it enables fast, accurate synthesis of information from multiple sources. The workflow eliminates the manual burden of document review, cross-referencing, and report compilation by running parallel AI analyses, aggregating and validating model outputs, and producing structured, publication-ready documents in minutes instead of hours. Data flows from Google Sheets (user input) through document extraction, parallel AI processing, response aggregation, quality validation, structured storage in Google Sheets, automated report formatting, and final delivery via Gmail with attachments. Setup Steps Configure API credentials Add OpenAI API key with GPT-4 access enabled Connect Anthropic Claude API credentials Set up Google Sheets integration with read/write permissions Configure Gmail credentials with OAuth2 authentication for automated email Customize email templates and report formatting preferences Prerequisites NVIDIA NIM API access, OpenAI API key (GPT-4 enabled), Anthropic Claude API key Use Cases Academic literature reviews, competitive intelligence reports Customization Adjust AI model parameters (temperature, tokens) per analysis depth needs Benefits Reduces research analysis time by 80%, eliminates single-source bias through multi-model consensus

How It Works This workflow automates customer feedback processing by analyzing sentiment, identifying key issues, generating personalized responses, and escalating critical cases to support teams when required. Designed for customer success managers, support teams, and product managers, it enables scalable feedback handling without compromising response quality or urgency. The workflow eliminates manual triage and response drafting by normalizing incoming feedback, performing sentiment and topic analysis, generating context-aware AI responses, validating tone and intent, escalating high-risk or negative feedback, logging all interactions for traceability, and delivering automated replies via email. Setup Steps Configure webhook trigger URL for feedback form integration or email parsing Add OpenAI API key for sentiment analysis and response generation Connect Anthropic Claude API for alternative response generation and validation Set up Google Sheets integration for feedback logging and analytics tracking Configure Gmail OAuth2 credentials for automated customer response delivery Integrate support ticket system (Zendesk, Freshdesk) for escalation routing Prerequisites OpenAI API key, Anthropic Claude API key (optional), Google Workspace account (Sheets, Gmail) Use Cases Product feedback management, customer support automation Customization Adjust sentiment scoring thresholds per industry standards, modify response templates Benefits Responds to feedback 95% faster, maintains consistent response quality across all interactions

How it works This workflow automates end-to-end contract analysis when a new file is uploaded to Google Drive. It downloads the contract, extracts its content, and uses AI to analyze legal terms, obligations, and risks. Based on the assessed risk level, it notifies stakeholders and logs structured results into Google Sheets for audit and compliance. Step-by-step Step 1: Contract ingestion and AI analysis** Google Drive Trigger – Monitors a specific folder for newly uploaded contract files. Download file – Downloads the uploaded contract from Google Drive. Extract Text From Downloaded File – Extracts readable text or prepares raw content for complex files. AI Contract Analysis – Analyzes legal, commercial, and financial clauses using AI. Format AI Output – Parses and structures the AI response into clean, usable fields. Step 2: Risk alerts and audit logging** Alert Teams Automatically – Evaluates risk level and checks for significant risks. Send a message (Risk Alert) – Sends a detailed alert email for medium-risk contracts. Send a message (Info Only) – Sends an informational email when no action is required. Get The Data To Save In Google Sheet (Alert Path) – Prepares alert-related contract data. Get The Data To Save In Google Sheet (Info Path) – Prepares non-alert contract data. Append row in sheet – Stores contract details, risks, and timestamps in Google Sheets. Why use this? Eliminates manual contract screening and repetitive reviews. Detects explicit and inferred risks consistently using AI. Automatically alerts teams only when attention is required. Creates a centralized audit log for compliance and reporting. Scales contract analysis without increasing legal workload.

Live Demo Booking Form with Outlook Calendar and Zoom link Who’s it for This workflow is designed for SaaS companies, consultants, or sales teams that regularly run live demos. It helps automate demo scheduling, ensuring clients can only book from available time slots while instantly generating Zoom links and calendar invitations. How it works / What it does Client fills demo request form → Collects company, contact details, and a preferred date. Check Outlook calendar availability → Searches for pre-created “Online Meeting Slot” events. Time slot selection → If the date has slots, the client chooses from up to 3 nearest available times. If not, they’re asked to pick another date. Create Zoom meeting → Once a date & time are confirmed, a Zoom link is automatically generated. Update Outlook calendar → The chosen slot is updated with the client’s details and Zoom link, marked as “Booked Live Demo” so it can’t be double-booked. Send confirmation → The client receives a styled confirmation screen, and both parties get the calendar invite. How to set up Import the workflow JSON into your n8n instance. Configure the following credentials: Microsoft Outlook OAuth2 API (for calendar access). Zoom OAuth2 API (for automatic meeting creation). Pre-create “Online Meeting Slot” events in your Outlook calendar to define available demo times. Publish the form via n8n’s webhook URL (embed it in your website or share the link). Test by submitting a request to ensure slots update correctly and Zoom links are created. Requirements n8n self-hosted or cloud account. Microsoft Outlook account with calendar access. Zoom account with OAuth2 credentials. Pre-created calendar slots named “Online Meeting Slot”. How to customize the workflow Form fields**: Adjust the client details form to capture additional data (e.g., industry, product interest). Email/notification**: Add an Email or Slack node to notify your sales team of new demo bookings. Custom branding**: Update the CSS in the form nodes to match your company’s style. Capacity rules**: Modify the IF nodes to limit the number of bookings per day or adjust the slot-checking logic.

How it works This workflow automatically evaluates refund and chargeback risk for incoming e-commerce orders. Orders are received via a webhook, processed individually, and checked to avoid duplicate analysis. Each transaction is normalized and sent to OpenAI for structured risk scoring and classification. Results are logged for auditing, alerts are triggered for high-risk cases, and processed orders are marked to prevent reprocessing. Step-by-step Step 1 – Ingest incoming orders** Webhook – Receives single or bulk order payloads from external systems. Split Out – Breaks array-based payloads into individual order records. Split In Batches – Iterates through each order in a controlled loop. Step 2 – Deduplication check** IF (DEDUPE CHECK) – Verifies whether an order was already processed and skips duplicates. Step 3 – Normalize transaction data** Code (Normalize Data) – Validates required fields and standardizes order, customer, and behavioral attributes. Step 4 – AI risk assessment** OpenAI (Message a model) – Sends normalized transaction data to the AI model and requests a strict JSON risk evaluation. Step 5 – Parse AI output** Code (Parse AI Output) – Cleans the AI response and extracts risk score, risk level, key drivers, and recommendations. Step 6 – Log results** Google Sheets (Append) – Stores timestamps, order details, and AI risk outcomes for reporting and audits. Step 7 – Risk decision and alerts** IF (High Risk) – Filters only transactions classified as HIGH risk. Discord – Sends real-time alerts to operations or finance teams. Gmail – Emails finance stakeholders with full risk context. Step 8 – Mark order as processed** Google Sheets (Update) – Updates the source row to prevent duplicate processing. Why use this? Automatically detects high refund or chargeback risk before losses occur. Eliminates manual review with consistent, AI-driven risk scoring. Sends instant alerts so teams can act quickly on high-risk orders. Maintains a clear audit trail for compliance and reporting. Scales easily to handle single or bulk order evaluations.

📘 Description This workflow enables on-demand social lead discovery using a chat-based interface. When a user submits a lead discovery query, the workflow searches Twitter and Instagram for posts where people are actively asking for tools, recommendations, or help solving real problems. An AI agent filters out spam and promotions, extracts only genuine buying-intent posts, and classifies each lead as Low, Medium, or High intent. Qualified leads are converted into two outputs: a human-readable Slack summary for quick review and a structured, CRM-ready Notion record for tracking and follow-ups. Short-term conversation memory is maintained to improve relevance across follow-up queries. Built-in error handling ensures failures are reported immediately. ⚠️ Deployment Disclaimer This template can only be used on self-hosted n8n installations. It relies on external MCP tools and custom AI orchestration not supported on n8n Cloud. ⚙️ What This Workflow Does (Step-by-Step) 💬 Receive User Lead Discovery Query (Chat Trigger) Accepts a natural-language lead discovery request from a user. 🧠 Maintain Short-Term Conversation Context Keeps recent query context to improve follow-up accuracy. 🔎 Discover Buying-Intent Leads from Social Platforms (AI) Searches Twitter and Instagram for posts indicating real buying or problem-solving intent and extracts structured lead data. 🌐 External Social Search & Enrichment (MCP Tool) Fetches relevant social posts from external platforms. 🧠 AI Lead Qualification Classifies intent (Low / Medium / High), summarizes the problem, and filters noise. 🧩 Generate Slack & Notion Lead Insight Summary (AI) Creates a concise Slack summary and a clean, structured Notion record. 📣 Send Lead Discovery Summary to Slack Delivers a skimmable summary for immediate team visibility. 🗂 Store Lead Discovery Insight in Notion CRM Logs search query, themes, and overall intent for tracking. 🚨 Error Handler → Email Alert Sends an alert if the workflow fails at any step. 🧩 Prerequisites • Self-hosted n8n instance • Azure OpenAI API credentials • MCP bearer authentication for social search • Slack API credentials • Notion API credentials 🛠 Setup Instructions Deploy the workflow on a self-hosted n8n instance Connect Azure OpenAI, MCP, Slack, and Notion credentials Enable the chat trigger Test with a sample lead discovery query 🛠 Customization Tips • Adjust intent classification rules in the AI prompt • Modify output fields to match your CRM schema • Extend discovery to additional platforms via MCP tools 💡 Key Benefits ✔ On-demand social lead discovery via chat ✔ Filters only real buying-intent signals ✔ Produces Slack-ready summaries and CRM-ready records ✔ Maintains context across follow-up queries ✔ Eliminates manual social media scanning 👥 Perfect For Sales teams Growth teams Founders Agencies sourcing leads from social platforms

AI Personal Assistant Telegram Bot Template Description Transform your Telegram into a powerful AI-powered personal assistant that manages your calendar, sends daily schedules, searches the web, and accesses your contacts - all through simple text messages. What This Template Does This workflow creates an intelligent Telegram bot that serves as your personal assistant, capable of: Daily Schedule Management**: Automatically checks your Google Calendar and emails you a formatted daily schedule summary Intelligent Conversations**: Uses OpenAI GPT-4o-mini with conversation memory for natural interactions Web Research**: Searches Wikipedia and the web using SerpAPI for any questions you have Contact Management**: Accesses your Google Sheets contact database to find email addresses and information Email Automation**: Sends emails on your behalf using Gmail integration Calendar Integration**: Reads and manages your Google Calendar events Target Users Busy Professionals** who need quick access to their schedule and want to automate daily planning Small Business Owners** who want an AI assistant for managing contacts and communications Personal Productivity Enthusiasts** who want to streamline their daily workflow Anyone** who prefers text-based interaction over switching between multiple apps Key Features ✅ Multi-Tool AI Agent: Combines Wikipedia, web search, calendar, email, and contacts in one interface ✅ Conversation Memory: Remembers context across multiple interactions ✅ Automatic Daily Scheduling: Proactive daily schedule emails ✅ Contact Intelligence: Automatically finds contact information before sending emails ✅ Telegram Integration: Works through the familiar Telegram interface Use Cases "What's on my schedule today?" → Receives formatted email with daily agenda "Send an email to John about the meeting" → Finds John's email and sends message "What's the weather in Paris?" → Gets current weather information via web search "Tell me about quantum computing" → Provides Wikipedia information "Schedule a meeting with Sarah tomorrow at 2 PM" → Creates calendar event Prerequisites Before setting up this template, you'll need accounts and API access for: Telegram Bot** (free via @BotFather) OpenAI API** (paid service) Google Calendar API** (free) Gmail API** (free) Google Sheets API** (free) SerpAPI** (freemium web search) Setup Instructions 1. Create Telegram Bot Message @BotFather on Telegram Use /newbot command and follow instructions Save your bot token for later 2. Set Up Google APIs Go to Google Cloud Console Create a new project or select existing Enable Google Calendar, Gmail, and Sheets APIs Create OAuth2 credentials Download credentials JSON file 3. Get API Keys OpenAI: Visit platform.openai.com, create API key SerpAPI: Sign up at serpapi.com, get API key 4. Configure Credentials in n8n Add Telegram Bot credentials using your bot token Set up Google OAuth2 for Calendar, Gmail, and Sheets Add OpenAI API credentials Add SerpAPI credentials 5. Customize the Workflow Update Calendar ID: Replace a________@gmail.com with your calendar Set Google Sheets ID: Replace the sheet ID with your contacts spreadsheet Modify System Message: Update the AI agent's instructions to match your preferences Adjust Memory Settings: Configure conversation memory window as needed 6. Test the Setup Activate the workflow Message your Telegram bot Verify all integrations are working Customization Options Change AI Model**: Switch between OpenAI models (GPT-3.5, GPT-4, etc.) Adjust Memory**: Modify conversation memory window length Add More Tools**: Integrate additional services like Notion, Slack, or weather APIs Modify Schedule**: Change when daily schedule emails are sent Customize Responses**: Update the system message to change assistant personality Important Notes Privacy**: This bot has access to your calendar, contacts, and email - ensure proper security API Costs**: OpenAI and SerpAPI usage will incur costs based on usage Rate Limits**: Be aware of API rate limits for each service Security**: Use environment variables for sensitive credentials Troubleshooting Bot not responding**: Check Telegram credentials and webhook configuration Calendar access issues**: Verify Google Calendar API permissions Email not sending**: Confirm Gmail API scopes include send permissions Memory not working**: Check that session keys are properly configured Support For issues with this template, check: n8n Community Forum Individual API service documentation Google Cloud Console for API errors OpenAI usage dashboard for model issues

Workflow Description and Setup Guide This workflow provides comprehensive AI-driven stock analysis, generating detailed deep reports by leveraging advanced vector-based data retrieval and API integrations for precise financial analytics using Danelfin scoring and strategy. Overview This workflow automates stock analysis utilizing: AI-driven scoring and sector insights** (Danelfin configuration) Vector-based data retrieval** (Supabase) Deep analytical reports** Key Components and API Integrations 1. Danelfin AI Stock Analysis API Provides advanced stock scores, rankings, and sector insights. Endpoints:** /ranking: Stock rankings and scores /sectors: Sector information /industries: Industry details 2. Supabase Vector Store Vector embedding storage and quick data retrieval. Workflow Steps Initialization Chat Trigger: Activates when a message requesting stock analysis is received. Stock Analysis and Deep Reporting Main AI Agent: Processes the query, retrieves relevant data from Danelfin, and generates deep analytical reports. Supabase Vector Store: Facilitates efficient data retrieval using embeddings. Reporting Markdown Conversion: Transforms analysis into a readable HTML format. Email Reporting: Sends detailed reports via Gmail. Setup Instructions Prerequisites Obtain API Keys for Supabase and Danelfin. Configuration Steps Set API Keys: Supabase API credentials for vector storage. Danelfin API credentials for stock analysis. Gmail API Credentials: Configure Gmail node for sending reports. Running the Workflow Triggered automatically by chat messages requesting analysis. Reports sent directly via email. This setup ensures precise, AI-driven stock analysis delivered clearly through automated deep reporting.

Why Creating and sending invoices manually is a major administrative bottleneck. It's not only slow but also prone to human error, such as creating duplicate invoice numbers or sending sensitive financial data in an unsecured format. This workflow solves these problems by creating a robust, end-to-end automation. It ensures every invoice has a unique ID, is professionally generated, is password-protected, and is delivered to your customer automatically. What This workflow provides a complete, secure solution for automated invoicing. It is designed to be triggered by a Webhook (e.g., from your e-commerce store, CRM, or billing platform) that provides customer and order details. The workflow then executes the following steps: Generate & Verify ID: It first generates a new invoice ID. It then performs a critical check by reading your master Google Sheet to ensure this ID is unique, preventing duplicate invoices. Generate PDF: Once the ID is verified, it passes the data to the PDF Generator API. This service dynamically populates your custom invoice template. (PDF Generator API makes it incredibly easy to build and manage your document templates via their web-based editor). Encrypt Document: For enhanced security, the workflow uses a PDF Generator API operation to encrypt the newly generated invoice with a password, protecting your client's sensitive data. Store & Deliver: Finally, it uploads the secure PDF to a specified Google Drive folder for your records and then automatically sends it to the customer as an attachment using Gmail. How Prerequisites: You will need active accounts for: PDF Generator API (for both generation and encryption) Google Suite (for Sheets, Drive, and Gmail) PDF Generator API Setup: Log in to your PDF Generator API account and use their template builder to create your invoice design. Note your Template ID, API Key, and API Secret. In the n8n PDFGeneratorAPI node (Generate a PDF document), create new credentials using your Key and Secret. In the node's parameters, select your Template ID from the list. Google Sheets Setup: Create a Google Sheet to act as your master list of invoices. In the Check If ID Already Exists node, authenticate your Google Sheets account. Set the Spreadsheet ID and Sheet Name. In the "Columns to Return" field, enter the name of the column where you store your invoice IDs. Security & Delivery Setup: Encrypt Node: In the Encrypt PDF document node, authenticate your PDF Generator API credentials (the same ones from Step 2). You can set a static password, or for better security, use an expression to set a dynamic password from the webhook data (e.g., the customer's postal code or order ID). Google Drive Node: Authenticate the Upload file node and specify the Drive and Folder ID where invoices should be stored. Gmail Node: Authenticate the Send a message + file node. Use an expression to map the customer's email from the trigger data into the "To" field. Test & Activate: The Webhook node has pinned test data. You can click "Test workflow" to run the entire process with this sample data. Once you confirm the file is generated, encrypted, and sent, connect your live app (e.g., Shopify, Stripe, etc.) to the production Webhook URL. Activate the workflow.

📖 Description 🔹 How it works This workflow turns a Google Form submission into a polished, SEO-optimized technical blog with a human approval step before publishing. Google Form Submission (Trigger) The process begins when a Google Form is filled. Responses are stored in Google Sheets, which acts as the trigger for the workflow. AI Blog Draft Generation Takes the form inputs (problem statement, options tried, solution, learnings, references, etc.). AI generates a structured draft JSON blog post containing: Title & metadata Problem explanation Solution breakdown Implementation methods with realistic code snippets Troubleshooting, performance tips, security notes, advanced use cases Clear developer-focused conclusion Template Fitting Reformats the draft into a professional long-form blog structure with consistent headings (H1, H2, H3), code blocks, and clear formatting. Optimization Layer Applies multi-layer optimization to make the blog: SEO-friendly (keywords, meta description, structured headings). GEO-ready (Generative Engine Optimization for visibility in ChatGPT, Claude, Gemini, etc.). Human-like in tone (reads naturally, avoids AI-detector flags). Human-in-the-Loop Review Sends the draft via Gmail (Send + Wait for Response) to an editor or approver. Approver options: ✅ Approve → Blog is stored & marked completed. ❌ Reject → Feedback is sent for revision. 🚫 Cancel → Workflow ends save status in sheets. Publishing / Storage Approved blogs are stored in a separate Google Sheet for publication tracking. Status in the original sheet is updated to Completed. ⚙️ Set up steps Connect Google Sheets & Gmail in n8n. Link your Google Form to the trigger sheet. Add AI provider credentials (Groq, Mistral, or OpenRouter). Customize blog structure (problem, solution, code, references, etc.). Set reviewer email(s) in Gmail node. Test the workflow by submitting a sample Google Form response. google form sample: ⚡ Result: A fully automated pipeline where filling a Google Form kicks off AI-powered blog generation, optimization, and a human-in-the-loop approval process, making technical content creation faster and more reliable.

🌍 Auto-Translate Incoming Emails to English This workflow automatically detects the language of every new Gmail email and translates non-English messages into English. The translated email is forwarded to your inbox with a clear "[TRANSLATED]" subject tag, and a label is added for easy filtering. ⚙️ How It Works Gmail New Email Trigger Listens for new unread emails in your Gmail inbox. Captures subject, sender, body text, and metadata. Normalize Email Data A Code node extracts the raw content from the email. Strips HTML, normalizes plain text, and prepares data for language detection. Detect Language (OpenAI) Uses OpenAI GPT-3.5-turbo to detect the email’s language. If the language is English, workflow ends. If not, continues to translation. Translate to English OpenAI translates the email body into clear English. Prepare Translated Email Builds a forwarded email containing: Original sender & subject Received date Message ID Translated content (with formatting) Send Translated Email A Gmail node sends the translated message to your inbox. Subject is prefixed with [TRANSLATED] for easy recognition. Add "Translated Emails" Label Automatically tags the original message in Gmail with "Translated Emails". Helps you filter all auto-translated emails later. 🛠️ Setup Steps 1. Gmail Label In Gmail, create a new label: Translated Emails Or update the label in the final Gmail node. 2. OpenAI API Key Get your key from platform.openai.com. Add credentials in n8n. Uses GPT-3.5-turbo (low cost, reliable). 3. Gmail OAuth In n8n, connect your Gmail account. Requires read/modify permissions. 📧 Example Output Subject: [TRANSLATED] Meeting Proposal Body: 🌍 AUTO-TRANSLATED EMAIL (Original Language: ES) 📧 Original From: juan@example.com 📅 Received: 2025-08-29 🔗 Message ID: 123456abcdef ═══════════════════════════════════════ TRANSLATED CONTENT: Hello, I wanted to ask if we can schedule the meeting for next week. ═══════════════════════════════════════ ✨ This email was automatically translated by n8n workflow. ⚡ With this workflow, every foreign-language email is instantly translated and delivered to you in English — no manual copy-pasting into Google Translate again.