Workflow Templates

Use cases are many: Let users book, check, reschedule, or cancel meetings directly from Telegram. Perfect for solopreneurs, agencies, or teams who want an AI-powered assistant that prevents double-bookings, manages Google Calendar, and even sends email invites automatically. Good to know At time of writing, this workflow uses OpenAI GPT-4.1-mini for natural conversation handling. See OpenAI Pricing for updated info. This workflow relies on Google Calendar for scheduling — if the model says “conflict found,” it means an event already exists in that time slot. How it works Telegram Chat**: A user types natural requests like “Book a meeting with Sarah tomorrow at 2 PM” or “Do I have meetings on Friday?”. AI Agent (OpenAI)**: Interprets the request, calculates dates (using Date & Time), and decides whether to create, update, or delete a meeting. Conflict Checking**: Before booking, the agent checks Google Calendar for existing events to avoid overlaps. Meeting Management**: Create: Adds new events with title, description, attendees. Update: Edits existing events. Delete: Cancels meetings if requested. Get: Lists all meetings for a date or time range. Notifications**: Replies instantly on Telegram and, if needed, sends a Gmail email with meeting details. Memory**: Keeps context of the conversation so users can speak naturally (“reschedule that meeting to 4 PM instead”). How to use Start a Telegram chat with the bot. Type a request in plain English (no need for structured inputs). The agent will confirm or suggest alternatives if a conflict exists. Meetings appear in Google Calendar and details can be emailed via Gmail. Requirements Telegram bot connected to n8n OpenAI API key (for AI-driven scheduling assistant) Google Calendar account (for event creation & conflict checking) Gmail account (for sending invites & confirmations) Customising this workflow Add support for multiple calendars (work, personal, shared). Change the conflict-resolution logic (e.g., auto-suggest nearest free slot). Include recurring meetings (weekly standups, monthly reviews). Add Slack or WhatsApp integration for multi-platform scheduling. Extend Gmail invites with calendar attachments (.ics files). 👉 Rakin Jakaria

This n8n template automates responses to customer inquiries about DHL shipment status, handling requests from both web forms and emails. Use cases Automate Customer Support**: Provide 24/7 instant answers to the common "Where is my order?" question without human intervention. Reduce Support Tickets**: Decrease the volume of repetitive tracking inquiries by providing customers with immediate, self-service information. Enhance Customer Experience**: Offer a consistent and rapid response across multiple channels (your website and email), allowing customers to use their preferred method of contact. Good to know DHL API Key is required**: You'll need to register on the DHL Developer Portal to get your API key. This workflow requires Gmail credentials (OAuth2) to monitor incoming emails and send replies. The webhook URL must be configured in your website's contact or tracking form to receive submissions. How it works The workflow is initiated by one of two triggers: a Webhook (from a website form) or a Gmail Trigger (when a new email arrives). A Merge node combines the data from both triggers into a single, unified flow. The "Extract Tracking Number" Code node intelligently parses the tracking number from either the form data or the email body. It also extracts the customer's name and email address. The HTTP Request node sends the extracted tracking number to the DHL API to fetch the latest shipment status. The "Format Response Message" Code node takes the API response and composes a user-friendly message for the customer. It also handles cases where tracking information is not found. An If node checks the original source of the inquiry to determine whether it came from the webhook or email. If the request came from the webhook, a Respond to Webhook node sends the tracking data back as a JSON response. If the request came from an email, the Gmail node sends the formatted message as an email reply to the customer. How to use Configure the Triggers: Webhook Trigger: Copy the Test URL and set it as the action endpoint for your web form. Once you activate the workflow, use the Production URL. Webhook URL: https://your-n8n-instance.com/webhook/dhl-tracking-inquiry Gmail Trigger: Connect your Gmail account using OAuth2 credentials and set the desired filter conditions (e.g., unread emails with a specific subject). Set up the DHL API: Open the "Get DHL Tracking Status" (HTTP Request) node and navigate to the "Headers" tab. Replace YOUR_DHL_API_KEY with your actual DHL API key. { "DHL-API-Key": "YOUR_DHL_API_KEY" } Configure the Gmail Send Node: Connect the same Gmail credentials to the "Send Gmail Response" node. Customize options like the replyTo address as needed. Activate the workflow. Requirements A DHL Developer Portal account to obtain an API key. A Gmail account configured with OAuth2 in n8n. Customising this workflow Add More Carriers**: Duplicate the HTTP Request node and response formatting logic to support other shipping carriers like FedEx or UPS. Log Inquiries**: Add a node to save inquiry details (tracking number, customer email, status) to a Google Sheet or database for analytics. Advanced Error Handling**: Implement more robust error handling, such as sending a Slack notification to your support team if the DHL API is down or returns an unexpected error.

Google Sheets CRM Automations: Lead Stages → Emails, Client Tracking & Delivery Duration Turn a simple Google Sheet into a lightweight CRM powered by n8n. Overview This template monitors edits in your Leads and Clients tabs and reacts automatically: Qualified?** → sends a Cal.com booking email Stage → Awaiting Proposal** → sends a “proposal coming soon” email Stage → Won* → appends the client to *Clients* with a *Start Date & Time** Clients: Project Status → Delivered* → stamps *End Date & Time* and computes *Time to Deliver** (e.g., 2d 5h 30m) What This Template Does Lead Qualification → Email: When you mark **Qualified? in Leads, a booking email is sent automatically. Awaiting Proposal → Email**: Sends a heads-up email that a proposal is coming soon. Won → Client Append: Adds the client to **Clients and records the start timestamp. Delivered → Completion Metrics**: Looks up the client, stamps the end timestamp, and calculates the delivery duration. How It Works Google Apps Script → Webhooks (onEdit) A small Apps Script (provided in the workflow’s Sticky Note) watches the sheet and posts JSON to these n8n webhooks: /webhook/lead-stage-changed /webhook/lead-qualified /webhook/client-status-changed n8n Flow & Branching lead-stage-changed If Awaiting Proposal → send proposal heads-up email If Won → format timestamp → append to Clients lead-qualified If qualified = true → send Cal.com booking email client-status-changed If Delivered → lookup client row → stamp End Date & Time → compute Time to Deliver → update row Prerequisites Google Sheet with two tabs: Leads and Clients Gmail account (or use your preferred email/notification node) n8n instance with: Google Sheets OAuth2 credentials Gmail OAuth2 credentials (if using the Gmail node) Suggested columns Leads**: Name (A), Client Email (C), Lead Source (D), Stage (E), Qualified? (H) Clients**: Name (A), Client Email (C), Project Status (D), Start Date & Time (F), End Date & Time (G), Time to Deliver (H) Setup Steps Copy/prepare the Google Sheet Ensure both Leads and Clients tabs exist with the columns above. Install the Apps Script In Google Sheets: Extensions → Apps Script → paste the script from the workflow’s Sticky Note. Replace webhook URLs with your n8n endpoints: https://{{YOUR_N8N_DOMAIN}}/webhook/lead-stage-changed https://{{YOUR_N8N_DOMAIN}}/webhook/lead-qualified https://{{YOUR_N8N_DOMAIN}}/webhook/client-status-changed Run createInstallableTrigger() once to enable onEdit. Open the workflow in n8n & replace placeholders {{GOOGLE_SHEETS_DOC_ID}} {{LEADS_GID}} {{CLIENTS_GID}} {{CAL_COM_BOOKING_URL}} {{SENDER_NAME}} {{GMAIL_CREDENTIAL_ID}}, {{GMAIL_CREDENTIAL_NAME}} {{GSHEETS_CREDENTIAL_ID}}, {{GSHEETS_CREDENTIAL_NAME}} Connect credentials Authorize Google Sheets OAuth2 and Gmail OAuth2 (or switch to SMTP/another email node). Activate & test Toggle Qualified? on a test row or change Stage to Awaiting Proposal/Won. Verify the email, client append, and duration updates flow end-to-end. Customization Ideas Swap Gmail with SMTP, Outlook, or Slack messages. Add a Stage = Lost branch to trigger a re-engagement sequence. Add guards to prevent duplicate appends to Clients. Localize email copy and date formats. Troubleshooting Nothing triggers**: Confirm Apps Script URLs and that createInstallableTrigger() was run. Wrong tab/GID**: Open each tab and copy its gid from the URL; update placeholders. Credential errors**: Re-authorize Google Sheets/Gmail OAuth2 in n8n. Wrong first name: Ensure Name in **Leads follows First Last; the workflow splits the first token. Video Walkthrough Demo Screen Studio Template Demo Video

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Automated Review Intelligence System Transform customer feedback into actionable intelligence with this Automated Review Intelligence System! This workflow collects reviews from platforms like Trustpilot using advanced web scraping, analyzes sentiment and patterns with AI, and generates comprehensive business intelligence reports. Perfect for customer experience teams monitoring brand reputation and customer satisfaction across review platforms. What This Template Does Triggers manually to start review collection from specified sources. Validates URL format to ensure proper review source configuration. Uses AI agent with Decodo scraper to extract review data from platforms. Parses and structures review data (ratings, comments, dates, locations). Enriches review data with metadata and quality metrics. Stores all review data in Google Sheets for historical tracking. Reads aggregated reviews for comprehensive analysis. Generates AI-powered summaries and key insights from review patterns. Sends email reports with actionable business intelligence. Provides error alerts for processing issues and invalid URLs. Key Benefits Automated collection of customer reviews from multiple platforms AI-powered sentiment analysis and pattern recognition Historical tracking of review trends and customer satisfaction Actionable business intelligence from customer feedback Real-time alerting for review processing issues Centralized review database for team visibility Features Manual trigger for on-demand review intelligence URL validation and error handling AI-powered review collection and analysis Decodo web scraping for reliable data extraction Structured data parsing for consistent formatting Google Sheets integration for data centralization Automated summary generation with key insights Email reporting for stakeholder communication Multi-platform review source support Historical trend analysis capabilities Requirements Decodo API credentials for web scraping OpenAI API credentials for AI analysis Google Sheets OAuth2 credentials with edit access Gmail OAuth2 credentials for email reports Environment variables for configuration settings Review source URLs (Trustpilot, etc.) Target Audience Customer experience and success teams Product management and development teams Marketing and brand reputation managers Business intelligence and analytics teams Customer support operations teams E-commerce and retail businesses Step-by-Step Setup Instructions Connect Decodo API credentials for review scraping functionality Set up OpenAI credentials for AI analysis and summary generation Configure Google Sheets with required review data headers Add Gmail credentials for report delivery and error notifications Set your target review source URLs (Trustpilot, etc.) Test with sample review pages to verify data extraction Customize summary reports for your business intelligence needs Define alert recipients for error notifications and reports Run manually to generate your first review intelligence report Pro Tip: Use coupon code "YARON" to get 23K requests for testing the workflow using Decodo This workflow ensures you stay informed about customer sentiment with automated review collection, intelligent analysis, and actionable business insights!

🧠 How It Works This AI Agent automatically qualifies property buyer leads from form submissions and sends them directly to your CRM. 🔄 Workflow Steps Form Submission Trigger When a user submits their details via a property inquiry form, the workflow is activated. AI Lead Classification The buyer’s input (budget, location, timeline, etc.) is analyzed by OpenAI. Structured data is extracted, and a lead score (0–100) is generated. Lead Qualification Logic Leads with a score ≥ 70 are marked as qualified. Leads with a lower score can be ignored or stored separately for later review. Follow-Up Actions (for Qualified Leads) An email notification is sent to the real estate agent. A record is created in Airtable to act as a lightweight CRM. ⚙️ How to Set Up 1. Form Setup Replace the default trigger with your preferred source: Typeform, Google Forms, Webflow form, etc. Ensure your form collects the following fields: Name, Email, Budget, Location, Timeline, Property Type 2. Connect Your Credentials Add your OpenAI API key for the LLM node Connect your Gmail account for notifications Link your Airtable base & table to store qualified leads 3. Customize Scoring Logic (Optional) Edit the Information Extractor prompt to tweak how scoring is calculated Example: prioritize budget fit, location, or timeline 4. Test the Workflow Submit a test entry via the form Confirm: You receive the notification email A new lead record appears in Airtable 5. Activate & Go Live Turn on the workflow Start qualifying real buyer leads in real-time 🎯 🚀 Use Cases Realtors → Filter out unqualified leads automatically Agencies → Save time by only engaging with high-quality inquiries Teams → Centralize qualified leads in Airtable for instant collaboration

Crypto Arbitrage Analyzer: Binance vs Upbit (Kimchi Premium) Short Description Automate crypto arbitrage monitoring between Binance and Upbit. Track the "Kimchi Premium," analyze BTC price gaps with AI, and receive actionable trading reports via email. Full Description 🚀 Overview This workflow serves as an automated analyst for cryptocurrency traders focusing on the "Kimchi Premium" (the price gap between South Korean and global exchanges). It fetches real-time Bitcoin (BTC) prices from Binance (Global) and Upbit (Korea), compares them against the current USD/KRW forex rate, and uses OpenAI (GPT) to generate a sophisticated arbitrage assessment report sent directly to your inbox. ✨ Key Features Multi-Market Data Aggregation**: Simultaneously fetches data from Binance, Upbit, and Forex APIs. Real-time Forex Conversion**: Accurately calculates spreads using live USD/KRW exchange rates. AI-Powered Analysis**: Uses OpenAI to interpret the data, calculating spread percentages and profit margins automatically. Automated Reporting**: Delivers a clean, HTML-formatted trading report via Gmail every 30 minutes (customizable). 🛠️ How it Works Schedule Trigger: Runs the workflow automatically at set intervals (default: every 30 mins). Data Fetching: Gets BTC/USDT price from Binance. Gets BTC/KRW and BTC/USDT prices from Upbit. Gets USD/KRW exchange rate from a Forex API. Normalization: Standardizes the data structure from different APIs into a unified format. AI Processing: An OpenAI Agent analyzes the price differences, calculates the arbitrage gap (Kimchi Premium), and drafts a summary. Notification: A Structured Output Parser formats the AI's response, and the report is emailed to the trader via Gmail. 📋 Prerequisites / Setup To use this workflow, you need to configure the following credentials in n8n: OpenAI API**: Required for the analysis logic (GPT-4o-mini or similar recommended). Gmail (OAuth2)**: Required to send the email reports. (Note: Binance, Upbit, and Forex data are fetched via public REST APIs in this workflow, so no specific exchange API keys are required for basic data retrieval.) Use Case / Category Categories**: Finance, AI & LLMs, Automation Apps used**: OpenAI, Gmail, HTTP Request, Schedule SEO Keywords (Tagging purpose) Crypto Arbitrage, Bitcoin, Kimchi Premium, Binance, Upbit, Trading Bot, OpenAI, GPT, Financial Analysis, Automated Reporting

Who’s it for For makers, founders, and productivity nerds who want to listen to their inbox instead of reading it. No servers, no hosting — all done with n8n, a Telegram bot, and AI/ML API (LLM + TTS). What it does / How it works This workflow listens for new Gmail emails, extracts the sender, subject, date, and snippet, generates a 2–3 sentence natural summary using GPT-5 via AI/ML API, then converts the text into a lifelike voice message using Inworld TTS-1-Max. The final audio file is downloaded and instantly delivered to your Telegram via a bot. A separate auxiliary flow captures your Telegram chat_id once, stores it in a Data Table, and the main flow reuses it every time — no hardcoding required. High-level flow: Gmail Trigger detects new incoming email Code node builds a clean emailData block AI/ML API (GPT-5) generates a natural spoken summary AI/ML API (Inworld TTS-1-Max) converts summary → voice Audio file is downloaded Voice message is sent to the same Telegram chat Requirements A working n8n instance (self-hosted or cloud) Gmail OAuth2 credentials Telegram bot token from @BotFather AI/ML API key Base URL: https://api.aimlapi.com/v1 Supports GPT-5 and Inworld TTS-1-Max Set up steps Create a Telegram bot via @BotFather and add Telegram API credentials in n8n Create an AI/ML API credential using your API key Add Gmail OAuth2 credentials for inbox access Import the workflow JSON Open nodes and attach the correct credentials (no hardcoded tokens inside nodes) Run the Telegram Trigger once and send any message to your bot — this saves your chat_id Activate your workflow and receive your first voice-summary How to customize Replace GPT-5 with another LLM from AI/ML API (same schema) Change prompt style: tone, structure, language, or verbosity Add language selection or multi-voice support Add filters (e.g., only important emails, only starred emails) Log all activity to Google Sheets or a database Add IF conditions: voice only during certain hours, weekday vs weekend rules Add rate-limits or user allowlists Change the voice model for different notification styles: corporate, friendly, narrator

Duplicate Submission Detection & Auto Response for Jotform Who's it for Form managers, SaaS platforms, event organizers, recruitment teams, and any organization using Jotform who need automatic duplicate prevention with intelligent, personalized email responses without manual intervention. What it does This workflow automatically detects duplicate form submissions by email address, prevents duplicate entries in your database, and triggers intelligent email responses. When a new submission arrives, the system checks against all previous submissions. If a match is found, it deletes the duplicate and sends a friendly notification. If it's a new submission, it sends a professional welcome confirmation. The entire process happens in seconds with no manual work required. AI-generated emails adapt to your form type and industry, making responses feel personalized and relevant. 👉 Get the JotForm from here How it works Step-by-step: Form submission triggers the workflow System extracts email and contact information Fetches all previous submissions from Jotform Filters for active submissions matching the email Counts matching submissions to determine if duplicate If duplicate: Deletes the submission, generates rejection email, sends to submitter If new: Generates welcome confirmation email, sends to submitter Requirements Jotform form and account Jotform API Key n8n instance (self-hosted or cloud) Google Gemini API (for email generation) Gmail account with OAuth2 setup Basic form field mapping knowledge How to set up Complete setup instructions are included in the workflow sticky notes: Get your Jotform API Key from Account Settings Enable Google Gemini API in Google Cloud Console Configure Gmail OAuth2 authentication Add all credentials to n8n Import workflow and map your form fields Test with a sample submission Activate and deploy Detailed step-by-step guide is in the workflow documentation. How to customize the workflow Personalize emails for your industry: Edit the AI prompts in both "Generate Welcome Email" and "Compose Rejection Email" nodes to match your business type, tone, and specific requirements. The AI will adapt responses based on your instructions. Map your form fields: Update field IDs in filtering nodes to match your actual Jotform structure. Different forms may have email in different field positions. Add admin notifications: Duplicate the email nodes to send alerts to your team whenever duplicates are detected. Modify approval workflow: Change next steps timeline, add additional verification requirements, or customize follow-up sequences based on your business process. Template features Instant duplicate detection by email Automatic duplicate removal AI-powered, personalized email responses Token-efficient prompts for cost savings Professional HTML email formatting Mobile-responsive designs Works with any form type or industry Fully customizable for your use case Complete setup documentation included

How it works This workflow automates event registrations and attendee communication from initial signup to event day. It captures form submissions, prevents duplicate entries, and stores registrations in Google Sheets. Confirmed attendees receive immediate confirmation emails, while failures trigger admin alerts. A scheduled process then sends pre-event and event-day reminders, with all communication tracked to ensure emails are sent only once. Step-by-step Step 1: Capture and process registration** Event Registration Form – Collects attendee details through a public registration form. Edit Fields – Normalizes and prepares form data for processing. Read Existing Registrations – Fetches existing attendee records from Google Sheets. Check for Duplicate Email – Compares the submitted email against stored records. If Not Duplicate – Stops the workflow when a duplicate email is detected and continues only for new registrations. Store Registration (Google Sheets) – Appends the new registration only when no duplicate is found. Step 2: Confirm registration and send notifications** Add Status & Event Date – Assigns confirmed status and event date to the registration. Check Registration Success – Verifies whether the registration is confirmed. Send Welcome Email – Sends a confirmation email to the attendee. Send Admin Alert – Sends an alert email to the admin if registration fails. Code in JavaScript – Confirms email delivery and prepares tracking data. Update Welcome Email Status – Updates the welcome email status in Google Sheets. Step 3: Scheduled trigger and reminder routing** Schedule Trigger – Runs daily to initiate reminder processing. Edit Fields – Marks the execution source as a scheduled run. Switch – Ensures the workflow runs only for scheduled executions. Get Confirmed Aptitude Candidates – Retrieves confirmed event registrations from Google Sheets. Filter Reminder Candidates – Calculates remaining days until the event. Switch Reminder Type – Routes attendees to 3-day or event-day reminder flows. Step 4: Send reminders and update event communication status** Loop 3-Day – Iterates through attendees eligible for the 3-day reminder. Send 3-Day Reminder – Sends a personalized pre-event reminder email. Prepare 3-Day Update – Prepares reminder status data. Wait – Adds delay to control email sending rate. Update 3-Day Status – Updates the 3-day reminder status in Google Sheets. Loop Event-Day – Iterates through attendees eligible for the event-day reminder. Send Event-Day Reminder – Sends final event-day instructions and check-in details. Prepare Event-Day Update – Prepares event-day reminder tracking data. Wait – Adds delay between event-day emails. Update Event-Day Status – Updates the event-day reminder status in Google Sheets. Why use this? Blocks duplicate registrations automatically at submission time. Sends instant confirmation emails to attendees. Alerts admins immediately when a registration fails. Delivers perfectly timed reminders without manual follow-ups. Keeps a complete communication log inside Google Sheets.

Provision new employee accounts to Google Workspace, Slack, Jira, and Salesforce This workflow streamlines the employee onboarding process by automatically provisioning user accounts across your organization's tech stack. By connecting HR input to IT operations, it eliminates manual data entry, reduces errors, and ensures new hires have access to the right tools from day one. Depending on the employee's department, the workflow intelligently routes the provisioning process to create specific accounts (e.g., Jira for Engineering, Salesforce for Sales) alongside standard company-wide access. Who is it for IT Administrators** looking to automate identity management and access provisioning. HR Operations Managers** who want to speed up the onboarding handover process. Startup Founders** needing a scalable way to manage new hire accounts without expensive SaaS management tools. How it works Data Intake: The workflow is triggered by a Webhook (connected to a form like Typeform, Google Forms, or BambooHR) containing the new hire's details. Configuration: A central "Set" node establishes global variables, such as the default temporary password, welcome email subject, and the main Slack channel ID. Core Provisioning: It simultaneously creates a Google Workspace account and invites the user to a general Slack channel. Department Routing: A generic logic switch checks the department field: If Engineering: It creates a Jira user. If Sales: It creates a Salesforce user. Notification: Once all accounts are successfully provisioned, the workflow uses a generic email service (Gmail node) to send a welcome email to the new employee with their login details. How to set up Credentials: You will need to configure credentials for the following nodes: Google Workspace Admin, Slack API, Jira Software, Salesforce, and Gmail (or your preferred email provider). Configuration: Open the node named ⚙️ CONFIGURATION. Update the Slack_Channel_ID (where new users are invited) and the Default_Password to match your company's security policy. Webhook: Copy the Webhook URL from the start node and add it to your HR form or applicant tracking system. Requirements n8n:** Version 1.0 or later recommended. Access:** Admin privileges for Google Workspace, Slack, Jira, and Salesforce to generate the necessary API keys/tokens. How to customize the workflow Add Departments:** Edit the "Check Department" Switch node to add routes for Marketing, Finance, etc., and connect them to relevant apps (e.g., HubSpot, Xero). Change Notification:** Swap the Gmail node for Microsoft Outlook or Slack DM depending on how you notify managers. Enhance Security:** Add a step to force a password reset on the first login if the identity provider supports it.

This workflow is an AI-powered multi-agent system built for startup founders and small business owners who want to automate decision-making, accountability, research, and communication, all through WhatsApp. The “virtual executive team,” is designed to help small teams to work smarter. This workflow sends you market analysis, market and sales tips, It can also monitor what your competitors are doing using perplexity (Research agent) and help you stay a head, or make better decisions. And when you feeling stuck with your start-up accountability director is creative enough to break the barrier 🎯 Core Features 🧑‍💼 1. President (Super Agent) Acts as the main controller that coordinates all sub-agents. Routes messages, assigns tasks, and ensures workflow synchronization between the AI Directors. 📊 2. Sales & Marketing Director Uses SerpAPI to search for market opportunities, leads, and trends. Suggests marketing campaigns, keywords, or outreach ideas. Can analyze current engagement metrics to adjust content strategy. 🕵️‍♀️ 3. Business Research Director Powered by Perplexity AI for competitive and market analysis. Monitors competitor moves, social media engagement, and product changes. Provides concise insights to help the founder adapt and stay ahead. ⏰ 4. Accountability Director Keeps the founder and executive team on track. Sends motivational nudges, task reminders, and progress reports. Promotes consistency and discipline — key traits for early-stage success. 🗓️ 5. Executive Secretary Handles scheduling, email drafting, and reminders. Connects with Google Calendar, Gmail, and Sheets through OAuth. Automates follow-ups, meeting summaries, and notifications directly via WhatsApp. 💬 WhatsApp as the Main Interface Interact naturally with your AI team through WhatsApp Business API. All responses, updates, and summaries are delivered to your chat. Ideal for founders who want to manage operations on the go. ⚙️ How It Works Trigger: The workflow starts from a WhatsApp Trigger node (via Meta Developer Account). Routing: The President agent analyzes the incoming message and determines which Director should handle it. Processing: Marketing or sales queries go to the Sales & Marketing Director. Research questions are handled by the Business Research Director. Accountability tasks are assigned to the Accountability Director. Scheduling or communication requests are managed by the Secretary. Collaboration: Each sub-agent returns results to the President, who summarizes and sends the reply back via WhatsApp. Memory: Context is maintained between sessions, ensuring personalized and coherent communication. 🧩 Integrations Required Gemini API – for general intelligence and task reasoning Supabase- for RAG and postgres persistent memory Perplexity API – for business and competitor analysis SerpAPI – for market research and opportunity scouting Google OAuth – to connect Sheets, Calendar, and Gmail WhatsApp Business API – for message triggers and responses 🚀 Benefits Acts like a team of tireless employees available 24/7. Saves time by automating research, reminders, and communication. Enhances accountability and strategy consistency for founders. Keeps operations centralized in a simple WhatsApp interface. 🧰 Setup Steps Create API credentials for: WhatsApp (via Meta Developer Account) Gemini, Perplexity, and SerpAPI Google OAuth (Sheets, Calendar, Gmail) Create a supabase account at supabase Add the credentials in the corresponding n8n nodes. Customize the system prompts for each Director based on your startup’s needs. Activate and start interacting with your virtual executive team on WhatsApp. Use Case You are a small organisation or start-up that can not afford hiring; marketing department, research department and secretar office, then this workflow is for you 💡 Need Customization? Want to tailor it for your startup or integrate with CRM tools like Notion or HubSpot? You can easily extend the workflow or contact the creator for personalized support. Consider adjusting the system prompt to suite your business

📊 Description Streamline IT and operations change management by automating approval routing, Jira issue creation, audit logging, and real-time Slack alerts. This workflow ensures faster reviews, traceable approvals, and transparent communication across systems. 🚀💼 What This Template Does Step 1: Triggers automatically every weekday at 3:00 AM to fetch new or updated change requests from Monday.com. ⏰ Step 2: Extracts key fields (request name, component, risk level, approvers, and description) for structured processing. 🧩 Step 3: Routes each request based on its current status — Pending, Approved, or Rejected. 🔀 Step 4: Sends Slack alerts for pending approvals with detailed context for quick action. 💬 Step 5: Creates Jira tickets for approved requests, ensuring smooth implementation tracking. 🎫 Step 6: Logs all approved requests to Google Sheets for compliance and audit purposes. 📊 Step 7: Sends confirmation emails to requesters with Jira ticket details via Gmail. 📧 Step 8: Automatically creates resubmission items in Monday.com for rejected requests. 🔁 Key Benefits ✅ Eliminates manual approval routing between tools ✅ Centralizes audit trails and implementation data ✅ Accelerates change management turnaround ✅ Provides real-time alerts to approvers and teams ✅ Ensures compliance with automated record-keeping Features Automated daily trigger (Mon–Fri, 3 AM) Monday.com integration for request intake Conditional branching by status (Pending, Approved, Rejected) Jira issue creation for approved requests Slack notifications for pending and approved updates Google Sheets logging for audit tracking Gmail email confirmations for requesters Automatic resubmission handling for rejected requests Requirements Monday.com API credentials with board access Jira API credentials with project permissions Google Sheets OAuth2 credentials Slack Bot token with chat:write permissions Gmail OAuth2 credentials for email automation Target Audience IT & DevOps teams managing structured change approvals Project management teams tracking implementation requests Organizations seeking automated risk-based change routing Managers needing centralized logs and instant Slack alerts Step-by-Step Setup Instructions Connect your Monday.com account and replace YOUR_BOARD_ID and groupId. Configure Jira credentials and set the target project for new tickets. Link your Google Sheets document and replace YOUR_SHEET_ID and YOUR_SHEET_GID. Add Slack credentials and update YOUR_CHANNEL_ID for notifications. Set up Gmail OAuth2 for sending confirmation emails. Adjust the cron expression (0 3 * * 1-5) if needed to match your timezone. Run the workflow manually once to test end-to-end connectivity. Enable for scheduled automation and enjoy a fully managed approval process. ✅