Workflow Templates

Transform YouTube Videos to Social Media Content with Vizard AI and GPT‑4.1 Overview This n8n template fetches new YouTube videos, enriches them with Vizard AI metadata, generates social‑media captions using GPT‑4.1, logs everything to Google Sheets, and notifies you by email. It’s a turnkey solution for content creators and marketers who need an end‑to‑end automated pipeline from video publishing to post scheduling. Setup Instructions Import the Template In n8n, click Import from JSON, paste this workflow, and save. Configure Credentials Vizard AI: Create an HTTP Request credential named Vizard API and set your VIZARDAI_API_KEY. OpenAI: Add a new OpenAI credential for GPT‑4.1. Google Sheets: Create a Google Sheets OAuth2 credential with read/write access or just sign in if your on cloud hosting Gmail: Add a Gmail OAuth2 credential for email notifications or just sign in if you are on cloud hosting Adjust Limits In the Limit Videos node, set maxItems to control batch size. Google Sheets Column Structure | Column | Description | | ------------------ | ---------------------------------------------------- | | videoId | Unique YouTube video identifier | | projectId | Vizard AI project ID returned | | videoUrl | Original YouTube video URL | | title | Video title | | transcript | Transcribed text from Vizard AI | | viralScore | Vizard AI’s viral‑score metric | | viralReason | Explanation for viral score | | generatedCaption | GPT‑4.1–generated caption in JSON { "caption": ""} | | clipEditorUrl | URL to Vizard’s clip editor | Workflow Steps Read YouTube RSS Feed (Read YouTube RSS Feed) Limit Videos (Limit Videos to N) Send to Vizard (Create Vizard Project & Retrieve Vizard Metadata) Split Items for Processing (Iterate Each Video) Generate Captions (Generate Social Media Captions) Append Row in Sheet (Log to Google Sheets) Send Notification (Email Summary) Customization Tips Alternate Caption Styles**: Modify the AI prompt for tone, length, or brand voice. Localization**: Extend prompts for other languages. Notification Channels**: Swap Gmail for Slack, Teams, or SMS via webhook nodes.

Who is this for? This workflow is ideal for freelancers, accountants, and finance teams who receive invoices in Gmail and want to automate their tracking process with AI. If your inbox fills up with invoice-related messages and you want to automate how they’re handled, this AI-powered solution is for you. What does it solve? Automatically detects and processes invoices from your Gmail inbox. Uses OpenAI GPT-4o to extract payment amount, due date, subject line, and sender details. Sends real-time Slack notifications so you never miss a payment. Eliminates manual sorting of invoice-related emails. Great for improving productivity and ensuring timely payment tracking. How it works Every hour, the workflow checks for unread emails in your Gmail inbox. It sends the email content to OpenAI to determine if it's invoice-related email. If it is: It extracts key fields like due date, amount due, subject, and sender. Then sends a Slack message with these details. If it's not invoice-related, it simply ignores the email. How to setup? Connect these accounts: Gmail using OAuth2 Slack using OAuth2 OpenAI (API Key under credentials) Customize the Slack message (optional): In the Slack node, you can modify the text to show more fields or personalize the formatting. Adjust the schedule: By default, the workflow runs hourly. You can change the frequency in the Schedule Trigger node. Modify the AI logic (optional): Update the AI Agent prompt to detect additional types like receipts or payment confirmations. How to customize this workflow to your needs Notify a Slack channel instead of a user:** Just switch the recipient in the Slack node. Add labels in Gmail:** Add nodes to label or archive invoice emails once detected. Expand detection:** Modify the AI prompt to detect other financial or transactional emails.

Title: Gracewell Automated Registration Tracker Suite version: 1.0 tags: [education, automation, google-sheets, gmail, dashboard, form-tracking, workflow-suite] category: Academic Automation Description: Automate the real-time tracking of Google Form submissions using Google Sheets and n8n. This 3-workflow suite includes a live dashboard with submission statistics and two companion workflows To send acknowledgement and reminder emails to students — all seamlessly connected through n8n webhooks. 🚀 Gracewell Automated Registration Tracker Suite A fully automated, real-time monitoring system for student form submissions — built with Google Sheets, Gmail, and n8n. The suite provides a live dashboard, auto-generated summary analytics, and instant messaging (email or WhatsApp) capabilities. 🧩 Workflow Suite Overview | Workflow | Purpose | Webhook | Output | |-----------|----------|----------|----------| | 1️⃣ Live Dashboard | Displays summary of submissions and includes trigger buttons | /live-tracking | HTML Dashboard | | 2️⃣ Send Acknowledgements | Sends thank-you emails to completed respondents | /send-acknowledgements | HTML Confirmation Page | | 3️⃣ Send Reminders | Sends personalized reminders to pending students | /send-reminders | HTML Confirmation Page | 🧠 Who Is This For Educators managing student registration or feedback Department coordinators tracking submission completion EdTech and training institutions handling digital enrolments Universities automating exam registration or attendance forms ⚙️ Problem It Solves Manual form tracking is slow, repetitive, and prone to error. This workflow suite provides: ✅ Automated reconciliation of student vs. response data ✅ Instant calculation of pending and completed submissions ✅ One-click acknowledgement and reminder dispatch ✅ Web-based dashboard with summary visualization 📊 Workflow 1: Live Tracking Dashboard Steps Google Sheets – Student List → Reads master student sheet Google Sheets – Form Responses → Reads live form entries Code Node → Compares Register Nos. and generates HTML dashboard Respond to Webhook → Displays HTML with summary and control buttons Output A clean web dashboard showing: Total, Submitted, Pending, Completion % ✅ Completed list and ⚠️ Pending list Two buttons: Send Acknowledgements Send Reminders 💌 Workflow 2: Send Acknowledgements Steps Webhook Trigger → /send-acknowledgements Google Sheets – Student List & Form Responses Merge Node → Combines matching rows Code Node → Generates personalized thank-you emails Gmail Node → Sends messages Respond Node → Displays confirmation message Email Template > Subject: ✅ Thank You for Your Submission > Body: > Dear {{name}}, > Thank you for completing your form (Reg No: {{reg}}). > We appreciate your prompt response. > – Gracewell ⚠️ Workflow 3: Send Reminders Steps Webhook Trigger → /send-reminders Google Sheets – Student List & Form Responses Merge Node → Aligns both data sets Code Node → Identifies pending students Gmail Node → Sends customized reminder Respond Node → Confirms completion Email Template > Subject: ⚠️ Reminder: Please Complete Your Form > Body: > Dear {{name}}, > You haven’t yet completed your form (Reg No: {{reg}}). > Please complete it at the earliest. > – Gracewell 🛠️ Setup Instructions Step 1 – Connect Accounts Connect Google Sheets (OAuth2) Connect Gmail for sending messages Step 2 – Prepare Sheets Student List Sheet:** Columns → Register No., Student Name, Contact, Email Form Response Sheet:** Columns → Timestamp, Reg No, Email Address Step 3 – Deploy URLs | Workflow | Webhook Endpoint | |-----------|------------------| | Dashboard | /live-tracking | | Acknowledgements | /send-acknowledgements | | Reminders | /send-reminders | 🎨 Optional Customizations Add institution name/logo to dashboard HTML Include charts (Chart.js) for submission visualization Auto-refresh every 60 seconds Integrate WhatsApp messaging via Twilio or Gupshup Log emails into a “Mail Logs” sheet 🧩 Version Summary | Workflow | Version | Description | |-----------|----------|-------------| | Live Dashboard | v3 | Interactive HTML dashboard with controls | | Send Acknowledgements | v1 | Personalized thank-you email sender | | Send Reminders | v1 | Automated reminder email sender | Need help customizing? ✉️ Contact Me 💼 LinkedIn ✨ Credits Developed by Dr. J. Jeffin Gracewell Empowering education through intelligent automation 💡 We are open for and Customizing development

Generate and send personalized lead emails from Google Sheets via OpenAI to Gmail with Slack alerts Description This template triggers when a new row appears in Google Sheets (from any intake form that writes to the sheet). It validates key fields, performs light deduplication by email or phone, and sends the data to OpenAI to generate a concise, brand-safe first-touch email. At the same time, the model classifies each lead as High, Medium, or Low based on your criteria for budget, services, and timeline. The email is sent immediately from your connected Gmail (or SMTP) account. The sales team is notified in Slack with the lead’s name, contact details, services of interest, budget, and a deep link to the exact Google Sheets row. The Google Sheet is then updated with send status, lead type, and a timestamp for easy tracking. Setup: Connect Google Sheets (read/write), Gmail/SMTP, Slack (webhook or app), and an OpenAI API key. Provide brief classifier rules and a short tone guide with one clear CTA (reply or booking link). Include a one-line opt-out in the email body to stay compliant. Expected headers are: Timestamp, Name, Email Address, Phone Number, Services Interested In, Budget Range, Preferred Contact Time, Project Timeline, and Additional Comments. The trigger checks the sheet every minute and processes after-hours submissions right away. You can extend the flow with calendar booking links, territory routing, or rate limits as needed.

iOS App Store Review Monitor & Notifier – Automated User Feedback Tracking This workflow runs on a scheduled basis (default: every 6 hours, customizable) and monitors new App Store reviews for your iOS apps. It fetches reviews via Apple’s iTunes RSS API, filters only new reviews since the last run and sends real-time notifications to your team via email, Slack, Telegram or other channels. Never miss important user feedback again. Who’s it for iOS developers** tracking user sentiment and bug reports. Product managers monitoring customer satisfaction and feature requests. Customer support teams responding quickly to complaints and issues. Marketing teams collecting testimonials and case studies from positive reviews. DevOps teams automating review monitoring as part of release processes. How it works Schedule Trigger** runs every 6 hours (cron configurable). App Configuration:** Define monitored apps with {appId, country, lang}. Fetch Reviews:** Call Apple’s iTunes RSS API for latest customer reviews. Extract & Parse:** Convert JSON into structured review data (rating, content, author, date, version). Filter New Reviews:** Compare with last run using timestamps → only new reviews pass. Format Notifications:** Build rich messages with review details. Send Alerts:** Deliver via Email, Slack, Telegram, Teams, etc. Track State:** Last check time to prevent duplicates. How to set up Find your App Store ID Go to your app’s App Store page. Example URL: https://apps.apple.com/us/app/app-name/id123456789 The number after id is the App Store ID (123456789). Configure App Settings In the App Config node set: appId = App Store ID country = Country code (us, gb, de, etc.) lang = Language code (en, es, fr, etc.) Set Up Notifications Choose your notification method: Email: configure Gmail/SMTP credentials Slack: add Slack webhook URL Telegram: set up bot token + chat ID Teams: configure Teams webhook Customize Schedule In the Schedule Trigger node: Every 6 hours → 0 */6 * * * Daily at 9 AM → 0 9 * * * Every 2 hours → 0 */2 * * * Test the Workflow Use a known App ID (e.g., WhatsApp: 310633997) for testing. Run manually to verify notifications are formatted correctly. Requirements n8n (cloud or self-hosted) with HTTP Request + notification nodes. App Store ID** for each monitored app. Notification credentials (Email, Slack, Telegram, etc.). Internet access to query Apple’s iTunes API. How to customize the workflow Multiple Apps** Monitor multiple apps by extending config:** [ {appId: "310633997", country: "us", lang: "en"}, {appId: "389801252", country: "gb", lang: "en"}, {appId: "544007664", country: "de", lang: "de"} ] Notification Templates** Add-ons to level up Sentiment Analysis:** AI-based scoring per review. Auto-Reply Integration:** Respond via App Store Connect API. Analytics Dashboard:** Store in Sheets/Airtable for trends. Competitor Monitoring:** Track rival app reviews. Translation:** Auto-translate to English. Escalation Rules:** Different alerts by rating severity. Common Troubleshooting No reviews returned** → app may not have recent reviews, try other country codes. JSON parsing errors** → check App Store ID validity. Duplicate notifications** → confirm time filtering works correctly. API rate limits** → Apple may throttle, add delays. Missing metadata** → some apps don’t return all fields. Need Help? If you’d like to customize this automation flow to suit your needs, write to our n8n automation team at WeblineIndia and we’ll adapt the template to your exact use case.

This n8n workflow automates the creation and countdown notifications for events like product launches or birthdays via a Telegram bot, ensuring timely group alerts through multi-channel routing (e.g., Slack or email). It processes incoming event data from webhooks, stores it persistently, and triggers scheduled reminders to keep teams or groups informed. Key Features Handles event creation or updates via webhook from Telegram chats or external sources. Fetches and processes upcoming events on a customizable schedule for countdown notifications. Routes alerts dynamically to channels like Slack or email based on event settings. Validates incoming data, formats messages for optimal delivery, and confirms responses to initiators. Workflow Process The Webhook Trigger node starts the workflow when an external system (e.g., Telegram bot) sends a POST request with event details like date, description, and notification preferences. The Process Webhook Event node parses and validates incoming webhook data, ensuring required fields (e.g., event date, channel) are present before proceeding. The Events Database node fetches upcoming events (e.g., launches or birthdays) from a data source, either triggered by the webhook for updates or scheduled for notifications. The Webhook Response node sends a confirmation or status response back to the webhook sender (e.g., Telegram bot) in JSON format. The Schedule Trigger node runs the workflow automatically on a defined schedule (e.g., daily at 9AM) to check for countdown-eligible events. The Is Slack? node checks if the event's notification channel is set to Slack; if true, it routes to Slack-specific formatting. The Format Slack Message node formats the event countdown message in a Slack-friendly layout (e.g., with mentions or embeds). The Send to Slack node sends the formatted message to the target Slack channel for group notifications. The Is Email? node checks if the event's notification channel is set to email (fallback from Slack check); if true, it routes to email-specific formatting. The Format Email node formats the event countdown message in an email-friendly detail (e.g., with HTML for readability). The Send Email node sends the formatted email to the recipient list (e.g., group organizers or participants). Setup Instructions Import the workflow into n8n and configure the Webhook Trigger with your Telegram bot's webhook URL for event creation requests. Set up database credentials in the Events Database node (e.g., connect to PostgreSQL or Airtable for event storage). Configure channel integrations: Slack app token for Send to Slack, SMTP credentials for Send Email, and ensure Schedule Trigger aligns with your countdown frequency (e.g., hourly for real-time alerts). Test by sending a sample POST request to the webhook with event data and manually triggering the schedule to verify notifications. Monitor executions in the n8n dashboard and refine validation logic in Process Webhook Event for custom event fields. Prerequisites Telegram bot with webhook setup for incoming event creation messages. Database service (e.g., PostgreSQL or Google Sheets) for storing and querying events. Slack workspace and email provider (e.g., Gmail SMTP) for notifications. n8n instance with webhook and cron scheduling enabled. Basic API setup for Telegram bot token and channel routing. Modification Options Add a Telegram-specific check node (e.g., "Is Telegram?") branching from Events Database to integrate direct bot messaging. Customize the Schedule Trigger for dynamic timing, like event-specific intervals for countdowns (e.g., daily leading up to the date). Extend Format Slack Message or Format Email with dynamic templates, such as embedding countdown timers or images. Integrate additional channels (e.g., Discord) by duplicating the Is Slack? / Is Email? logic. Enhance Process Webhook Event to support recurring events or auto-populate recipient lists from Telegram group data. Explore More AI Workflows: Get in touch with us for custom n8n automation!

Create curated industry trend reports from Medium to Google Docs This workflow automates the process of market research by generating high-quality, curated digests of Medium articles for specific topics. It scrapes recent content, uses AI to filter out spam and duplicates, categorizes the stories into readable buckets, and compiles everything into a formatted Google Doc report. Target Audience Content marketers, market researchers, product managers, and investors looking to track industry trends without reading through noise. How it works Schedule: The workflow runs on a defined schedule (e.g., daily or weekly) via the Schedule Trigger. Define Source: A Set node defines the specific Medium tag URL to track (e.g., /tag/artificial-intelligence). Scrape Content: BrowserAct visits the target Medium page and scrapes the latest article titles, authors, and summaries. Analyze & Filter: An AI Agent (powered by Claude via OpenRouter) analyzes the raw feed. It removes duplicates, filters out spam/clickbait, and categorizes high-quality stories into buckets (e.g., "Must Reads," "Engineering," "Wealth"). Create Report: A Google Docs node creates a new document using the digest title generated by the AI. Build Document: The workflow loops through the analyzed items, appending headers and body text to the Google Doc section by section. Notify Team: A Slack node sends a message to your chosen channel confirming the report is ready. How to set up Configure Credentials: Connect your BrowserAct, Google Docs, Slack, and OpenRouter accounts in n8n. Prepare BrowserAct: Ensure the Automated Industry Trend Scraper & Outline Creator template is saved in your BrowserAct account. Set Target Topic: Open the Target Page node and replace the Target_Medium_Link with the Medium tag archive you wish to track (e.g., https://medium.com/tag/bitcoin/archive). Configure Notification: Open the Send a message node (Slack) and select the channel where you want to receive alerts. Activate: Turn the workflow on. Requirements BrowserAct* account with the *Automated Industry Trend Scraper & Outline Creator** template. Google Docs** account. Slack** account. OpenRouter** account (or any compatible LLM credentials). How to customize the workflow Adjust the AI Persona: Modify the system prompt in the Analyzer & Script writer node to change the categorization buckets (e.g., change "Engineering" to "Marketing Strategies"). Change the Output Destination: Replace the Google Docs nodes with Notion or Airtable nodes if you prefer a database format over a document. Add Email Delivery: Add a Gmail or Outlook node at the end to email the finished Google Doc link directly to stakeholders. Need Help? How to Find Your BrowserAct API Key & Workflow ID How to Connect n8n to BrowserAct How to Use & Customize BrowserAct Templates Workflow Guidance and Showcase Video Stop Writing Outlines! Use This AI Trend Scraper (BrowserAct + n8n + Gemini)

Who this is for Property management companies managing frequent tenant move-outs across multiple units. What this workflow does Automatically schedules and coordinates move-out cleaning and repair tasks, sends vendor instructions, notifies internal teams, tracks completions, and logs everything for reporting. How it works Cron triggers workflow before lease end. AI generates personalized move-out instructions and checklists. Vendors and property management teams are notified. Completion updates logged in Google Sheets. Optional AI suggests follow-up actions for delays. How to set up Connect tenant data, configure Cron, Slack, Email, and Task Manager credentials. Customize AI prompts and verify notification flows. Requirements Google Sheets Email & Slack credentials AI Node access Task Manager (Trello/Asana/etc.) Built by QuarterSmart. Created by Hyrum Hurst.

This n8n template demonstrates how to create an automated construction progress notification system for real estate companies. The workflow triggers daily at 8:00 AM IST to check a Google Sheet for contractor construction reports, automatically processes the data, and sends comprehensive project updates to buyers via email and WhatsApp. Perfect for real estate developers wanting to maintain transparent communication with buyers and ensure timely project status updates. Good to know Daily automated monitoring ensures no construction updates are missed Multi-channel communication (Email + WhatsApp) reaches buyers through their preferred method Smart filtering system only processes today's reports for relevant updates Comprehensive logging tracks all notification activities for audit purposes Built-in alert system notifies administrators when contractors fail to submit reports Handles multiple projects and contractors simultaneously without data conflicts How it works Daily Monitoring Workflow System triggers automatically every day at 8:00 AM IST to check for new construction reports Google Sheet configuration is set with Sheet ID, sheet name, and today's date for filtering All construction data is read from the designated Google Sheet containing contractor submissions Advanced filtering isolates only today's reports based on the Date column for processing Report Processing Workflow System checks if any construction reports were submitted for the current date If reports are found: Detailed notifications are prepared and sent to all registered buyers If no reports are found: Alert notifications are sent to administrators about missing submissions All project data is compiled into comprehensive summaries with progress percentages and status updates Notification Distribution Workflow Email notifications contain detailed construction summaries with all project information WhatsApp messages provide concise updates with key progress indicators and status Messages are personalized with project names, completion percentages, and contractor details Multiple recipients receive notifications simultaneously through both communication channels Activity Logging Workflow All notification activities are logged with precise timestamps and recipient information Success logs record project count, recipient numbers, and delivery confirmation Warning logs capture instances when no reports are found for administrative follow-up Complete audit trail maintains compliance and tracking for project management Google Sheet Structure Construction Reports Sheet Date - Report submission date (DD/MM/YYYY format) Project_Name - Name of the construction project Contractor_Name - Name of the responsible contractor Location - Project location or site address Progress_Percentage - Current completion percentage (0-100%) Status - Current project status (On Track, Delayed, Completed, etc.) Work_Description - Detailed description of today's construction activities Issues - Any problems or challenges encountered (optional) Budget_Status - Financial status update (On Budget, Over Budget, Under Budget) Next_Milestone - Upcoming project milestone or target date How to use Import the workflow into your n8n instance and configure Google Sheets integration Set up your Google Sheet with the required column structure for construction reports Configure email SMTP settings for professional construction update delivery Set up WhatsApp Business API for instant mobile notifications to buyers Add buyer email addresses and WhatsApp numbers to the notification recipient lists Contractors submit daily reports to the Google Sheet before 8:00 AM for same-day processing System automatically processes and distributes updates to all registered buyers Monitor logs for delivery confirmation and missing report alerts Requirements Google Sheets account for construction report data storage and management Email service integration (Gmail, SMTP, or corporate email system) WhatsApp Business API account for mobile messaging capabilities n8n instance with Google Sheets, Email, and WhatsApp connectors properly configured Valid credentials for all integrated services (Google OAuth, SMTP, WhatsApp API) Customising this workflow Construction update automation can be adapted for different project types and development scales Try popular use-cases such as weekly progress summaries, milestone notifications, or emergency construction alerts The workflow can be extended to include photo attachments from construction sites, weather impact assessments, and safety compliance reporting Integration possibilities include CRM systems for buyer management, project management tools for contractor coordination, and financial systems for budget tracking Notification scheduling can be adjusted for different time zones, multiple daily updates, or project-specific timing requirements Advanced features can include buyer feedback collection, contractor performance ratings, and automated delay notifications with mitigation plans

How it works Checks if a website is up, sends the HTTP result to an AI model (ChatGPT) for analysis, and emails a clear success or failure message. Great for a quick “is this site up?” check you can trigger from any system via HTTP. Webhook — Receives a POST with the target URL. HTTP Request — Attempts to fetch the URL. Message a model — Uses ChatGPT to explain the status and cause of any error. IF — Checks if the HTTP status code equals 200. Gmail Success — Sends a success email with AI explanation. Gmail Error — Sends an error email with AI explanation and next steps. Set up steps Estimated setup: 5–10 minutes. Beginner friendly — no advanced config required. Add your Webhook URL where needed and connect your Gmail account. Keep detailed instructions and configuration notes inside Sticky Notes in your workflow. Inputs Send a POST request to your Webhook with: { "url": "https://example.com" }

Automated Support Ticket & Customer Notification System Let's build this workflow to streamline your customer support. Here is a detailed, node-by-node explanation of how it works and how to set it up in n8n. How It Works This workflow transforms your support inbox into a structured ticket system. When a new email arrives at your support address, the system automatically creates a new ticket (e.g., a Trello card), sends an instant confirmation email to the customer, and notifies your support team. This ensures every customer inquiry is captured, organized, and confirmed, guaranteeing no request gets missed. Setup Steps 1. Gmail Trigger: Watch Support Inbox Node Type:** Gmail Trigger Credentials:** YOUR_GMAIL_CREDENTIAL Parameters:** Operation: Watch for New Mails Folder: Inbox (or a specific folder for support emails, like Support) To: your-support-email@example.com Explanation:** This node is the starting point. It connects to your support email address and listens for new messages. As soon as a new email arrives, it triggers the rest of the workflow. 2. Trello: Create New Support Ticket Node Type:** Trello Credentials:** YOUR_TRELLO_CREDENTIAL Parameters:** Operation: Create Card Board ID: YOUR_SUPPORT_BOARD_ID List ID: YOUR_INCOMING_LIST_ID (e.g., "New Tickets") Name: New Support Request from {{ $json.from }} Description: Subject: {{ $json.subject }} Body: {{ $json.body }} Explanation:** This node takes the details from the incoming email and creates a new card on your Trello board. This turns every email into an actionable, trackable ticket for your support team. 3. Gmail: Send Automatic Confirmation Node Type:** Gmail Credentials:** YOUR_GMAIL_CREDENTIAL Parameters:** Operation: Send To: ={{ $json.from }} Subject: Re: {{ $json.subject }} Body: Hi there, thanks for reaching out. We've received your request and have created a new ticket. Our team will get back to you shortly. Explanation:** This node sends a quick, professional, and automated email back to the customer. This provides immediate peace of mind for the customer and confirms that their inquiry was successfully received. 4. Slack: Notify Support Team (Optional) Node Type:** Slack Credentials:** YOUR_SLACK_CREDENTIAL Parameters:** Operation: Post Message Channel: YOUR_SUPPORT_CHANNEL_ID (e.g., #support-channel) Text: New Support Ticket! A new ticket from {{ $json.from }} has been created in Trello. Explanation:** This optional but recommended node sends a real-time notification to your support team on Slack, letting them know that a new ticket is waiting for their attention. Final Step: Activation After configuring the nodes and connecting all credentials, click "Save" at the top of the canvas. Click the "Active" toggle in the top-right corner. The workflow is now live! Note: You can easily swap out the Trello node with a Zendesk or Jira node, and the Slack node with a Telegram or Microsoft Teams node, depending on your team's tools.

Description This n8n template automates prospect research and personalized follow-up writing right after a sales call is booked. It gathers company background, tech stack, and updates; suggests relevant solutions; and then drafts a handcrafted email, subject line, and SMS, all saved back into Google Sheets. Benefits Always show up to calls with prepared context. Ensure no follow-up slips through the cracks. Keep all notes, research, and outreach in a single system of record. Scale personalized outreach without losing the human touch. Use cases Prep for sales calls with richer prospect context. Save hours writing personal follow-ups. Keep sales records neatly in one shared sheet. Requirements Google Sheets with: Meeting Data → prospect info + enrichment fields Success Stories → testimonials (company, industry, results, solution used) Tavily API key OpenAI API key (GPT-4.1 or later recommended) n8n account with Google Sheets + LangChain enabled Google Sheets Template You’ll need two sheets inside one Google Spreadsheet: 1. Meeting Data (input + output) Columns: Name Email Company Website Job Title Meeting Date Company Overview (AI-filled) Tech Stack (AI-filled) Company Updates (AI-filled) Primary Solution (AI-filled) Solution 2 (AI-filled) Solution 3 (AI-filled) Email Subject (AI-filled) Follow-up Email (AI-filled) Follow-up SMS (AI-filled) 2. Success Stories (for testimonials) Columns: Company Industry Results Solution Used You can copy this structure into a fresh Google Spreadsheet before starting. How it works Trigger → Pulls new rows from Google Sheets (or connects to your booking system). Research Agent → Uses Tavily for company overview, tech stack, and updates. Product Suggestions → Pulls from Product List sheet to propose 3 tailored solutions. Save Research → Updates the row with the six research fields. Sales Writing Assistant → Drafts subject, email, and SMS using context + testimonials. Update Sheet → Writes final outputs (subject, email, SMS) into Google Sheets. Setup Steps Prepare Google Sheets Create a new spreadsheet with the Meeting Data and Success Stories tabs. Add the required columns (see template above). Fill in at least one success story for the workflow to use. Connect Google Sheets in n8n Add Google Sheets credentials under Settings → Credentials. Make sure n8n has access to your spreadsheet. Add API Keys In n8n, create credentials for OpenAI (GPT-4.1 or later). Create credentials for Tavily. Import the workflow Load the JSON file (this template) into n8n. Replace any placeholder spreadsheet IDs with your own. Map the correct sheet/tab names. Test the Research Agent Run the workflow manually. Check that Company Overview, Tech Stack, and Company Updates populate. Test the Writing Assistant Ensure the workflow uses at least one testimonial from Success Stories. Run it again and confirm Email Subject, Follow-up Email, and SMS are written. Automate Replace the Manual Trigger with your preferred trigger: Google Calendar / Calendly → Google Sheets CRM → Google Sheets Directly from n8n integrations Customization This workflow is designed as a flexible foundation. Here are ways to adapt it: Change AI prompts** Update the Research Agent prompt to focus on specific industries or data points. Edit the Sales Writing Assistant to match your tone of voice. Swap success stories** Add more detailed case studies to the Success Stories sheet for stronger personalization. Add integrations** Send follow-up emails automatically with Gmail or Outlook nodes. Push SMS directly via Twilio. Sync enriched data into HubSpot, Salesforce, or Notion. Error handling** Add retry logic for API calls. Include a notification node (Slack/Email) if the workflow fails. Tips & Troubleshooting If research doesn’t update → confirm Email is the matching column in your Update Sheet nodes. If follow-up copy is blank → ensure at least one testimonial exists in Success Stories. Use Debug Mode to inspect AI Agent or Sales Writing Assistant outputs.