Workflow Templates

Retail Price Sync Automation for Shopify & WooCommerce This workflow automates the synchronization of product prices across Shopify and WooCommerce platforms to ensure retail consistency. It triggers when a price change is detected in either system, applies platform-specific pricing rules (such as psychological rounding) and updates the secondary platform. The workflow also includes a threshold-based alerting system via Gmail for major price drops and logs every change to a Google Sheets master file for auditing. Quick Implementation Steps Set the priceChangeThreshold in the Shopify Configuration and WooCommerce Configuration nodes. Connect your Shopify Access Token credentials to the Shopify trigger and update nodes. Connect your WooCommerce API credentials to the WooCommerce trigger and update nodes. Link your Google Sheets OAuth2 and Gmail OAuth2 credentials for logging and notifications. Specify the documentId for your pricing log in the Log Price Changes node. What It Does This workflow acts as a bridge between two major e-commerce platforms, ensuring that a price update in one is intelligently reflected in the other. It goes beyond simple mirroring by: Threshold Monitoring: Detecting if a price change exceeds a set limit (e.g., $150 or $500) to trigger immediate management alerts. Platform-Specific Logic: Automatically formatting prices for different environments—for example, rounding WooCommerce prices to the nearest .99 for psychological pricing while using standard rounding for Shopify. Audit Trail Creation: Maintaining a centralized record of all price migrations in Google Sheets, including SKUs, old vs. new prices and timestamps. Team Communication: Sending automated email notifications to ensure the team is aware of successful syncs or critical price volatility. Who’s It For Multi-Channel Retailers who need to keep pricing in sync across Shopify and WooCommerce storefronts. Inventory Managers looking to automate price adjustments without manual data entry. Finance & Operations Teams requiring an automated audit log of all pricing modifications. Technical Workflow Breakdown Entry Points (Triggers) Shopify Price Update: Triggers on the orders/updated topic (or product updates) to capture new price data from Shopify. WooCommerce Price Update: Triggers on product.updated to capture changes originating from the WooCommerce store. Processing & Logic Configuration Nodes: Define the source system and set the specific threshold for what constitutes a "major" price change. Apply Platform-Specific Rules: A custom code block that calculates psychological pricing (e.g., forcing a .99 ending) and ensures prices never drop below a minimum safety floor (e.g., $1.00). Check Price Change Threshold: An internal filter that routes the workflow based on the magnitude of the price shift. Output & Integrations Update Nodes: Pushes the formatted price data to the target platform (Shopify or WooCommerce). Log Price Changes: Appends a new row to a Google Sheet with detailed metadata. Notifications: Uses Gmail to send high-priority alerts for major drops and routine confirmations for successful syncs. Customization Adjust Pricing Strategy Modify the Apply Platform-Specific Rules (Code Node) to change rounding logic, add currency conversion factors or implement different psychological pricing tiers. Change Alert Thresholds Update the priceChangeThreshold value in the Shopify Configuration or WooCommerce Configuration nodes to make alerts more or less sensitive. Expand Logging The Log Price Changes node is set to autoMapInputData. You can add custom columns to your Google Sheet and the workflow will automatically attempt to fill them if the data exists in the workflow. Troubleshooting Guide | Issue | Possible Cause | Solution | | :--------------------------------------- | :----------------------------------- | :----------------------------------------------------------------------------------------------------------------- | | Sync Not Triggering | Webhook not registered correctly. | Check the webhookId in the Shopify/WooCommerce trigger nodes and ensure the apps have permission to send events. | | Google Sheets Error | Sheet ID or Column names mismatched. | Verify the documentId and ensure the id column exists in your Sheet for matching. | | Prices Not Rounding Correct/Expected | Code node logic error. | Review the JavaScript in Apply Platform-Specific Rules to ensure the Math functions match your strategy. | | Emails Not Sending | Gmail OAuth2 expired. | Re-authenticate your Gmail credentials in the n8n settings. | Need Help? If you need assistance adjusting the psychological pricing code, adding more platforms (like Amazon or eBay) or setting up advanced Slack notifications, please reach out to our n8n automation experts at WeblineIndia. We can help scale this workflow to manage thousands of SKUs with high precision.

✅ What problem does this workflow solve? Hiring teams often struggle with document follow-ups, offer letter generation, and stakeholder communication. Manual checks, email back-and-forth, and missing files slow down hiring and create chaos during onboarding. This workflow automates the entire offer letter lifecycle-from document validation to offer delivery-so HR teams can move faster with zero manual chasing. ⚙️ What does this workflow do? Monitors candidate records in Google Sheets. Detects pending onboarding documents automatically. Sends reminder emails for missing documents. Generates professional offer letters (HTML → PDF). Emails offer letters to candidates automatically. Notifies hiring managers on Slack. Stores offer letters securely in Google Drive. Tracks onboarding status and document links in Google Sheets. 💡 Main Use Cases Automate offer letter creation and delivery. Eliminate manual follow-ups for missing documents. Keep hiring managers informed in real time. Maintain a clean onboarding audit trail. Improve candidate experience with faster responses. 🧠 How It Works – Step by Step 1. Candidate Data Trigger The workflow monitors Google Sheets for candidate records containing: Name, email, phone Profession and offered salary Document submission status 2. Pending Document Check If documents are pending: A reminder email is sent to the candidate listing missing documents. Candidate status is updated to Documents_Pending. Workflow stops until documents are submitted. 3. Offer Letter Generation If no documents are pending: A customized offer letter is generated dynamically using candidate data. The offer letter is converted from HTML to a professional PDF. The PDF is prepared for distribution and storage. 4. Notifications & Delivery Offer letter PDF is emailed to the candidate. Hiring manager receives a Slack notification about the new joining. 5. Storage & Status Tracking Offer letter PDF is uploaded to Google Drive. Google Sheets is updated with: Offer letter link Candidate status set to Offer_Sent Creates a complete onboarding audit trail. 🗂 Integrations Used Google Sheets** – Candidate tracking and onboarding status Gmail** – Candidate communication and reminders Slack** – Hiring manager notifications Google Drive** – Secure offer letter storage ConvertAPI** – HTML to PDF generation n8n Code Nodes** – Dynamic offer letter creation 👤 Who can use this? This workflow is ideal for: 🏢 HR teams 🚀 Startups and growing companies 🧑‍💼 Recruitment agencies 📋 Operations teams handling onboarding If your hiring process involves repetitive checks and emails, this automation saves hours per hire. 🚀 Benefits ✅ Zero manual document chasing ✅ Consistent, branded offer letters ✅ Faster hiring cycles ✅ Centralized document storage ✅ Clear onboarding visibility

Who's it for This workflow is perfect for n8n users and teams who want to stay up-to-date with the latest n8n releases without manually checking GitHub. Get AI-powered summaries of new features and bug fixes delivered straight to your inbox. What it does This workflow automatically monitors the n8n GitHub releases page and sends you smart email notifications when new updates are published. It fetches release notes, filters them based on your schedule (daily, weekly, etc.), and uses OpenAI to generate concise summaries highlighting the most important bug fixes and features. The summaries are then formatted into a clean HTML email and sent via Gmail. How to set up Configure the Schedule Trigger - Set how often you want to check for updates (daily, weekly, etc.) Add OpenAI credentials - Connect your OpenAI API key or use a different LLM Add Gmail credentials - Connect your Google account Set recipient email - Update the "To" email address in the Gmail node Activate the workflow and you're done! Requirements OpenAI API account (or alternative LLM) Gmail account with n8n credentials configured How to customize Adjust the schedule trigger to match your preferred notification frequency The filtering logic automatically adapts to your schedule (24 hours for daily, 7 days for weekly, etc.) Modify the AI prompt to focus on different aspects of the release notes Customize the HTML email template to match your preferences

📧📅 Turn Daily Emails and Calendar Summaries into Slack Notifications Here’s a workflow that automates daily Slack notifications with a concise summary of unread emails (from the last 7 days) and Google Calendar events (for the current day). It integrates Gmail, Google Sheets, Google Calendar, Gemini AI, and Slack to provide a clear snapshot of your workday. 💡 How It Helps You 📥 Fetches unread emails from Gmail for the past 7 days 🗂️ Filters emails based on Name, Email, and Subject defined in Google Sheets 📅 Fetches Google Calendar events for the current day 🤖 Summarizes emails and calendar events using Gemini AI 🔗 Merges both summaries and sends them as a formatted Slack notification ⏰ Runs automatically on a scheduled cron trigger 🛠️ What’s Needed to Start 📧 Gmail account (with unread emails access) 📑 Google Sheets (with Name, Email, Subject filter list) 📅 Google Calendar 🤝 Gemini AI with credentials 💬 Slack workspace & dedicated channel for notifications ⚡ Set Up in Minutes 📑 Create a Google Sheet with columns: Name, Email, Subject 🔑 Configure Gmail, Google Sheets, Google Calendar, and Slack credentials in n8n 🤖 Add Gemini AI credentials for summarization 📝 Update the Google Sheet name and file name in the Sheet node 💬 Update Slack channel ID in the workflow ✅ Activate the workflow to receive daily notifications ✨ Stay on top of important emails and upcoming meetings without manual checking!

Think of this workflow as your personal shopping assistant that: Watches prices for you 24/7 Learns when prices are good or bad Sends you an email when it's time to buy Keeps a history of all price changes ✅ Prerequisites (What You Need Before Starting) 1. Google Account (Free) You need Gmail and Google Sheets 2. OpenAI Account (Paid - but cheap) Needed for AI price analysis 3. Product URLs Currently configured for Amazon products 🔧 Step-by-Step Configuration STEP 1: Create Your Google Sheets 1.1 Create Products Sheet Go to Google Sheets (sheets.google.com) Click "Blank" to create new spreadsheet Name it "Smart Price Monitor" Create first sheet named "Products" Add these column headers in Row 1: Column A: URL_Product Column B: Product_Name Column C: Target_Price Column D: User_Email Column E: Last_Price Column F: Last_Check Column G: AI_Recommendation Column H: AI_Confidence Column I: Urgency_Score Column J: Predicted_Trend Column K: Should_Buy 1.2 Create Price History Sheet In the same spreadsheet, create new sheet (click + at bottom) Name it "Price_History" Add these column headers in Row 1: Column A: URL_Product Column B: Price Column C: Date Column D: Timestamp 1.3 Add Your First Product In the "Products" sheet, add your first product: Row 2, Column A: Paste full Amazon URL Row 2, Column B: Type product name (e.g., "Sony Headphones") Row 2, Column C: Type your maximum price (e.g., 150) Row 2, Column D: Type your email address STEP 2: Get Google Sheets ID Open your Google Sheet Look at the URL in your browser Copy the long code between /d/ and /edit Example URL: https://docs.google.com/spreadsheets/d/1ABC123xyz456/edit Your ID is: 1ABC123xyz456 Save this ID - you'll need it further STEP 3: Set Up Google Cloud Connection 3.1 Create Google Cloud Project Go to: console.cloud.google.com Click "Create Project" Name it "Price Monitor" Click "Create" 3.2 Enable Google Sheets API In the search bar, type "Google Sheets API" Click on it and click "Enable" STEP 4: Set Up OpenAI Account Go to: platform.openai.com Click "Sign Up" or "Log In" Add payment method (required for API use) Go to: platform.openai.com/api-keys Click "Create new secret key" Name it "n8n-price-monitor" Copy the key (starts with "sk-") IMPORTANT: Save this key safely - you can't see it again! STEP 5: Import the Workflow In n8n, click "Workflows" in the left sidebar Click "Add Workflow" button (top right) Click the three dots menu (⋮) Select "Import from File" Choose the .json file Click "Import" STEP 6: Configure Google Sheets Credentials 6.1 Update Google Sheet IDs You need to update 5 nodes with your Sheet ID: Nodes to update: "Get Products" "Get Price History" "Add to History" "Update Product Sheet" How to update each: Click on the node Find "Document ID" field Delete "YOUR_GOOGLE_SHEETS_DOCUMENT_ID" Paste your Sheet ID from Step 2 Click "Refresh" icon next to the field Select your sheet name from dropdown Click "Execute Node" to test If you see data, it works! STEP 7: Configure OpenAI Credentials Click on "OpenAI Chat Model" node (bottom of workflow) Under "Credential to connect with", click "Create New" Select "OpenAI API" Give it a name: "My OpenAI" Paste your API key from Step 4 (starts with "sk-") Click "Save" STEP 8: Configure Gmail Credentials Click on "Send Email Notification" node Under "Credential to connect with", click "Create New" Select "Gmail OAuth2" Follow the on-screen instructions to connect your Gmail Authorize n8n to send emails on your behalf Click "Save" Test the Workflow 1 Manual Test Make sure you have at least one product in your Google Sheet Click "Execute Workflow" button (top right) Watch the nodes light up as they execute Check for any red error nodes If all green, check your email! 2 Verify Results Check your "Price_History" sheet - you should see new entries Check your "Products" sheet - last columns should be updated If product price meets criteria, check your email for notification Set Up Automatic Execution 1 Replace Manual Trigger Click on "Manual Trigger" node Press Delete key Click "+" to add new node Search for "Schedule Trigger" Select it 2 Activate Workflow Click the toggle switch at the top right It should turn green and say "Active" Your workflow is now running automatically!

Automate user consent collection with a seamless workflow that captures form submissions, stores them securely, and sends professional AI-generated confirmation emails 📧🤖. This template streamlines compliance by logging every consent action directly into Google Sheets while also notifying your internal team instantly through Slack. With built-in Azure OpenAI email generation, every user receives a personalized, secure, trust-building confirmation without manual intervention. Perfect for DPDP/GDPR-aligned consent management systems. What This Template Does Receives user consent submissions via a Webhook trigger 🚀 Extracts name, email, version, and timestamp for structured processing 🔍 Saves or updates the record in Google Sheets for audit and compliance tracking 📄 Generates a responsive HTML thank-you email using Azure OpenAI 🤖 Formats the output into a clean subject + email body via a Code node 🧩 Sends the user a confirmation email via SMTP 📧 Converts HTML into a Slack-friendly message for internal alerts 🔔 Posts the formatted notification to your Slack channel for instant visibility 💬 Key Benefits ✅ Fully automated consent logging—no manual tracking required ✅ AI-generated HTML emails ensure professional, consistent communication ✅ Real-time Slack alerts keep your team informed instantly ✅ Compliant with DPDP/GDPR consent tracking best practices ✅ Easy to integrate into any website or mobile app via webhook ✅ Ensures audit-ready records with accurate timestamps and version history Features Webhook trigger for instant consent capture Google Sheets integration for centralized data storage Azure OpenAI-powered HTML email generation SMTP email delivery with dynamic fields Slack API integration for real-time notifications Custom JS transformations for email + Slack formatting Timestamp automatic insertion for compliance Requirements Google Sheets OAuth2 credentials Azure OpenAI API key SMTP email credentials (e.g., Gmail, Outlook, SendGrid) Slack API credentials A consent form or preference center that can send POST requests Target Audience SaaS founders needing user consent management EdTech, HealthTech, FinTech, and compliance-heavy platforms Data Protection & Privacy teams (DPDP/GDPR compliance) Automation consultants building consent or preferences centers If you want, I can also generate: ✅ Landing page text for this template ✅ A companion version for "Consent Withdrawal" ✅ A website prompt for Lovable to auto-generate UI/buttons

Automatically discover, analyze, and report the most viral TikTok and Instagram videos in your niche every day. This workflow leverages AI and Apify to help you stay ahead of social media trends. What This Workflow Does Scrapes trending videos** from TikTok and Instagram using Apify. Filters and analyzes** content based on engagement, growth rate, and recency. Uses AI (OpenAI GPT-4 Vision & GPT-4)** to provide visual and trend analysis for each video. Identifies “super viral” content** and sends instant Slack alerts. Saves results to Google Sheets** and sends a daily email report with the top trends. Use Cases Social Media Managers:** Instantly spot viral trends to inform your content strategy. Content Creators:** Get daily inspiration from the fastest-growing videos in your niche. Marketing Teams:** Monitor competitor performance and adapt to new trends quickly. Agencies:** Automate trend research and reporting for multiple clients. How to Configure Workflow Configuration: Add your API keys, set engagement thresholds, and adjust main workflow settings. Search Config: Enter your keywords, hashtags, language, and time window for content discovery. Scrape TikTok & Scrape Instagram: Set up your Apify API credentials and endpoints. Save to Google Sheets: Connect your Google account and select the destination spreadsheet. Send Daily Digest Email: Add the recipient’s email address and customize the message if needed. Send Super Viral Alert (optional): Configure your Slack webhook for instant notifications. > Tip: Test each integration and double-check your credentials before activating the workflow. Requirements Apify account and API token Google account for Sheets integration OpenAI API key (for AI analysis) Slack webhook URL (optional, for viral alerts) Stay ahead of the curve and never miss a viral trend again!

This n8n workflow automates review collection, analysis, and reporting by scraping review links from Airtable, extracting structured review data, storing it in Google Sheets, and generating AI-powered sentiment insights using Google Gemini. Use Cases Automated Review Tracking: Continuously fetch and process customer reviews without manual effort. Sentiment Analysis & Insights: Identify overall sentiment, common praise, complaints, and improvement areas using AI. Centralized Review Storage: Store all extracted reviews (date, text, rating) in Google Sheets for easy access and reporting. Scheduled Reporting: Receive summarized review insights via email on a defined schedule. Good to Know The workflow runs on a daily schedule to process new review links stored in Airtable. Reviews are processed in batches to avoid rate limits and improve stability. Google Gemini is used for intelligent review extraction and sentiment analysis, which may incur API costs. Gemini models can be geo-restricted; a “model not found” error may indicate regional unavailability. How it Works Review Collection & Storage Airtable Search: The workflow starts by searching Airtable for records that contain review links. Decodo Scraper: Review links are processed to extract raw review content from external sources. Loop Over Items: Reviews are handled in controlled batches for reliable processing. AI Review Analyzer: Google Gemini extracts structured data such as review date, text, and rating. Google Sheets Append: Each extracted review is saved as a new row in Google Sheets. AI Review Analysis & Reporting Scheduled Trigger: On a defined interval, the workflow fetches all stored reviews from Google Sheets. Data Structuring Code: Reviews are transformed into a clean, structured JSON format for analysis. AI Agent (Google Gemini): The AI analyzes all reviews to determine sentiment, key positives, common complaints, and improvement suggestions. Email Notification: A summarized review analysis is sent via Gmail. How to Use Airtable Credentials: Connect your Airtable account and ensure review links are stored in the specified table. Google Sheets Credentials: Set up Google Sheets OAuth2 to store and retrieve review data. Google Gemini Credentials: Configure your Google Gemini API key for AI-powered extraction and analysis. Gmail Credentials: Connect a Gmail account to receive automated review summaries. Activate Workflow: Enable the workflow to start automated review monitoring and reporting. Requirements n8n instance (self-hosted or cloud) Airtable base containing review links Google Sheets document for storing reviews Google Gemini API key Gmail account for sending reports

📊 Description This workflow automates interview scheduling by orchestrating Calendly, Zoom, Asana, and Gmail into a single, reliable hiring pipeline. When a candidate books an interview, the automation ensures the interview is properly scheduled, tracked, assigned, and communicated — without any manual follow-ups. The workflow listens for new Calendly bookings, normalizes scheduling data, creates a Zoom meeting, assigns a structured interview task in Asana, and notifies the appropriate interviewer via email. Conditional routing ensures the right stakeholders are involved while keeping candidate communications separate. Designed for real-world hiring operations, this automation provides consistency, accountability, and scalability as interview volume grows. 🔁 What this template does Receives interview booking events from Calendly via webhook. Normalizes and structures scheduling details such as time, timezone, and invitee information. Creates a Zoom meeting automatically for the scheduled interview. Routes the interview based on type (for example, HR or Technical). Creates a structured Asana task assigned to the appropriate interviewer. Stores interview context and Zoom meeting links directly in the Asana task. Sends automated email notifications to interviewers with complete interview details. Ensures interviewer-side visibility without exposing candidate-facing communications. Executes fully automatically with no manual intervention. ⭐ Key benefits Eliminates manual interview coordination and follow-ups Ensures every interview has a correctly configured Zoom meeting Keeps interviewers aligned through structured Asana task tracking Provides reliable, role-based notifications Reduces scheduling errors and missed interviews Production-ready automation for growing hiring teams 🧩 Features Calendly webhook-based trigger Normalized interview data handling Automated Zoom meeting creation Interview-type routing and interviewer assignment Interview-focused Asana task management Automated Gmail notifications Clean, interviewer-only communication flow Scalable interview orchestration design 🔐 Requirements Calendly account with webhook access enabled Zoom API credentials Asana OAuth2 credentials Gmail OAuth2 credentials n8n (cloud or self-hosted) 🎯 Target audience Hiring managers Technical interviewers HR and recruitment teams Startups and SaaS companies Automation engineers building internal hiring pipelines

Automated Email Verification & Digital Health Card Generator Overview Transform your clinic's patient check-in process with this fully automated pre-registration system. When patients submit their appointment information through your website, this workflow instantly verifies their email, generates a professional digital health card with a scannable QR code, stores it securely in Google Drive, and sends personalized notifications to both the patient and your reception team—all in under 20 seconds. What This Workflow Does This comprehensive automation handles the entire patient pre-check-in journey: Receives Patient Data - Webhook captures form submissions from your website or app with patient details (name, email, phone, appointment date/time, symptoms, age, gender) Validates & Cleans Data - Automatically validates required fields, cleans input data, and generates a unique patient ID with timestamp for tracking Verifies Email Address - Uses VerifiEmail API to ensure email deliverability by checking RFC compliance, MX records, and filtering out disposable/spoof emails Generates QR Code - Creates a unique verification URL and scannable QR code for instant patient identification at reception Builds Professional Health Card - Generates a beautiful, responsive HTML health card featuring: Patient information grid (name, ID, email, phone, age/gender, appointment) Chief complaints/symptoms section Embedded QR code for quick check-in Important appointment instructions Modern gradient design with mobile-responsive layout Converts to PNG Image - Uses HTMLCSSToImg API to convert the HTML card into a high-quality PNG image (900x1200px) Stores in Google Drive - Uploads the health card to an organized "Patients record" folder with patient ID-based naming for easy retrieval Emails Patient - Sends a beautifully formatted email to the patient containing: Their health card as a PNG attachment Appointment details and confirmation Google Drive link for backup access Check-in instructions and preparation tips Notifies Reception Team - Sends real-time Slack message to clinic reception with patient details, verification status, and Drive link Logs to Database - Records complete patient information, timestamps, verification status, and file links in Google Sheets for tracking and analytics Returns Success Response - Sends JSON response back to the website form with patient ID, confirmation, and Drive link Key Features ✅ Email Verification - VerifiEmail API integration prevents failed deliveries and fake emails ✅ Unique Patient IDs - Timestamp-based IDs ensure no duplicates (format: PAT-{timestamp}-{random}) ✅ QR Code Generation - Free QR Server API creates scannable codes for instant check-in ✅ Professional Design - Modern, gradient-styled health cards with responsive layout ✅ Multi-format Output - PNG image format for easy viewing on any device ✅ Cloud Storage - Secure Google Drive storage with organized folder structure ✅ Multi-channel Notifications - Email to patient + Slack to staff for complete coverage ✅ Comprehensive Logging - Google Sheets database for analytics and record-keeping ✅ Error Handling - Graceful failure for invalid emails with user notification ✅ Webhook Response - Real-time feedback to website form for seamless UX ✅ Indian Locale Support - Date/time formatting in Indian format with 12-hour time ✅ Mobile Responsive - Health cards look great on both desktop and mobile devices Perfect For 🏥 Medical Clinics & Healthcare Providers - Streamline patient pre-registration and reduce waiting times 🦷 Dental Practices - Digital check-in for appointments with patient history 💉 Diagnostic Centers - Pre-appointment verification for lab tests and scans 👨‍⚕️ Specialist Doctors - Organized patient records with symptoms documentation 🏃 Physiotherapy Clinics - Track patient visits and treatment history 💆 Wellness Centers & Spas - Appointment management with customer details 🐕 Veterinary Clinics - Pet owner pre-registration system 📋 Any Appointment-Based Business - Adaptable to salons, consultancies, or service providers Business Benefits 💰 Reduced No-Shows - Email verification ensures valid contact information ⏱️ Time Savings - Eliminates manual data entry at reception 📊 Better Analytics - Automated logging provides insights into patient flow ✨ Professional Image - Modern, branded health cards improve patient experience 🔒 Secure Records - Cloud storage with organized folder structure 📱 Contactless Check-in - QR codes enable touch-free reception process 🎯 Improved Communication - Multi-channel notifications keep everyone informed 🚀 Scalable System - Handles high volumes without additional staff Required Services & Credentials VerifiEmail API - Email verification service Sign up at: https://verifi.email HTMLCSSToImg API - HTML to image conversion Sign up at: https://htmlcsstoimg.com Google Drive - Cloud file storage Requires: Google Account with Drive access Gmail - Email delivery Requires: Google Account Slack - Team notifications Requires: Slack workspace Google Sheets - Database logging Requires: Google Account Customization Options Change Health Card Design: Edit the "Build Health Card HTML" node Modify CSS styles, colors, layout, fonts Add clinic logo by including `` tag in header Adjust Email Template: Edit the "Email Health Card to Patient" node Customize subject line, message content, styling Add clinic branding and contact information Modify Slack Message: Edit the "Notify Reception Team" node Change message format, add emojis, include additional fields Integrate with different channels Add PDF Generation: Insert an additional HTTP Request node after "Build Health Card HTML" Use a PDF conversion API (like PDFMunk or Puppeteer) Upload both PNG and PDF to Google Drive Add SMS Notifications: Insert Twilio or similar SMS node after email verification Send appointment confirmation via SMS Include patient ID and appointment time Multi-language Support: Modify the HTML template to support multiple languages Add language detection based on patient input Translate email and Slack messages Troubleshooting Guide Email Verification Fails: Check VerifiEmail API key is correct Verify API quota hasn't been exceeded Test with known valid email address Image Generation Fails: Check HTMLCSSToImg API credentials Verify HTML content is valid (no syntax errors) Check API rate limits Google Drive Upload Fails: Re-authenticate Google Drive OAuth2 credentials Check folder permissions Verify folder ID is correct Email Not Sending: Re-authenticate Gmail OAuth2 credentials Check email attachment size limits Verify "Less secure app access" if using password auth Slack Message Not Posting: Check Slack app permissions Verify channel exists and bot is invited Re-authenticate Slack credentials Google Sheets Not Logging: Re-authenticate Google Sheets credentials Verify sheet name and column headers match exactly Check sheet permissions Performance & Scalability Expected Performance: Single execution: 15-20 seconds Concurrent executions: Supports multiple parallel workflows API rate limits: Respects all third-party API limits Volume Handling: Small clinics: <50 patients/day - Perfect Medium practices: 50-200 patients/day - Excellent Large hospitals: 200+ patients/day - Consider API tier upgrades Security & Compliance ✅ Data Privacy - Patient data transmitted securely via HTTPS ✅ Access Control - OAuth2 authentication for all Google services ✅ Secure Storage - Files stored in private Google Drive folders ✅ Audit Trail - Complete logging in Google Sheets with timestamps ✅ Email Verification - Prevents data leakage to invalid addresses ✅ No Data Storage in n8n - Patient data passes through, not stored Tags healthcare, medical, clinic, patient-management, appointment, email-verification, qr-code, google-drive, gmail, slack, automation, workflow, pre-checkin, health-card, verifi-email, htmlcsstoimg, medical-records, patient-portal, healthcare-automation, clinic-management Category Healthcare & Medical Subcategory Patient Management & Appointment Systems License MIT License - Free to use, modify, and distribute with attribution

📌 Overview This n8n-powered workflow automates the entire lifecycle of real estate lead intake, qualification, routing, assignment, and reporting across multiple channels. It brings WhatsApp inquiries and website form submissions into a single intelligent system, where leads are processed conversationally using AI, deduplicated, normalized, assigned fairly to agents, logged into a centralized CRM, and reported on weekly. Designed specifically for real estate agencies, brokerages, and property teams, this system replaces manual follow-ups, spreadsheet chaos, and uneven agent assignments with a scalable, modular automation that can grow to include Facebook Lead Ads and Google Lead Forms without breaking downstream logic. 🧠 What It Does This workflow automates the full real estate lead pipeline. It: Collects inbound leads from WhatsApp and website forms. Uses AI to extract, validate, and structure lead information. Normalizes all leads into a consistent schema across sources. Detects and prevents duplicate leads (both within-run and CRM-level). Routes leads intelligently based on property interest. Assigns leads fairly using round-robin agent logic. Stores all leads and assignments in a centralized CRM. Sends automated notifications to agents and internal teams. Generates weekly lead, duplicate, and assignment reports. Is designed to be easily extended to Facebook Lead Ads and Google Lead Forms. 💡 Why This Workflow Real estate teams don’t struggle with demand — they struggle with lead management. This workflow was built to solve common real estate problems: Leads lost in WhatsApp chats Duplicate inquiries wasting agent time Uneven lead distribution across agents Manual CRM updates No visibility into weekly lead performance Instead of patching tools together, this workflow provides a single automated system that is reliable, extensible, and client-ready. 👤 Who It’s For This workflow is ideal for: Real estate agencies managing high WhatsApp and form lead inquiry volume Brokerages with multiple agents needing fair lead assignment Property developers handling inbound marketing leads Real estate lead generation teams Automation freelancers building reusable real estate systems ⚙️ How It Works 🧩 1. Lead Intake Workflow 🎯 Purpose Collect inbound leads from multiple channels and normalize them into a unified structure. 🛠 How It Works 1. WhatsApp & Website Triggers Leads enter the system via: WhatsApp messages Website inquiry forms 2. Lead Normalization Regardless of source, all leads are transformed into a common structure: First name, Last name, Phone number, Email, What is your budget range?, and others This ensures new channels (Facebook Lead Ads, Google Lead Forms) can be added later without changing core logic. 🧩 2. AI Lead Processing Workflow 🎯 Purpose Convert unstructured messages into clean, usable lead data. 🛠 How It Works 1. AI Conversation Handling An AI agent processes inbound messages to: Extract missing details Validate lead intent Standardize property interest categories 2. Data Validation Ensures required fields exist before moving forward. 🧩 3. Deduplication Workflow 🎯 Purpose Prevent duplicate leads from entering the system or being reassigned. 🛠 How It Works 1. In-Execution Duplicate Check Prevents the same lead from being processed twice in a single run. 2. CRM-Level Duplicate Detection Checks existing records using: Phone number Email Duplicate leads are flagged and excluded from reassignment while still logged for reporting. 🧩 4. Lead Routing & Agent Assignment Workflow 🎯 Purpose Assign leads fairly and intelligently to agents. 🛠 How It Works 1. Property-Based Routing Leads are routed based on property type (e.g. Single-Family, Multi-Family, Condo). 2. Round-Robin Assignment Agents are rotated automatically to ensure: Fair distribution No manual favoritism Predictable assignment logic 🧩 5. CRM Storage & Notifications Workflow 🎯 Purpose Keep all lead data centralized and notify the right people instantly. 🛠 How It Works 1. CRM Logging (Airtable) Stores: Lead details** Assigned agent Source Deduplicates (Separate table) Timestamps 2. Automated Notifications Sends alerts via: Email Slack So agents can respond immediately. 🧩 6. Weekly Reporting Workflow 🎯 Purpose Provide visibility into lead performance and system health. 🛠 How It Works Runs on a weekly schedule Generates summaries for: Total leads Duplicate leads Agent assignments Can be separated into its own workflow for scalability and reuse. 🛠 How to Set It Up Import the .json file into your n8n instance. Connect the required credentials: WhatsApp Trigger (Auth Connection) WhatsApp Business Cloud (Access Token) OpenAI API Key Airtable API Key (Access Token) Gmail Slack API Key (Access Token) Configure your data sources: Update the Airtable base and table names to match your CRM structure Real Estate Qualifier column names: First name | Last name | Phone number | Email | Location | Property Type | Timeframe | Payment Source | Pre Approved | Has Agent (Yes, No) | Lead (New, Contacted, Follow-up, Converted, Couldn't Convert) | Source | Assigned Agent | Assigned Time | Qualified (Yes, No) | Transcript | Summary Real Estate Qualifier Duplicate column names: First name | Last name | Phone number | Email | Location | Property Type | Timeframe | Payment Source | Pre Approved | Has Agent (Yes, No) | Source Customize business logic: Update agent pools and routing rules Adjust AI prompts if needed Review deduplication and reporting settings Activate the workflow: Click Publish to activate the workflow Send a test lead via WhatsApp or website form to confirm everything works 🎨 Customization Tips Add More Channels**: Plug in Facebook Lead Ads or Google Lead Forms — no restructuring needed. Routing Logic**: Customize routing by location, budget, or property category. CRM Expansion**: Add more fields (Notes, Follow-Up Status, Deal Stage). Reporting**: Extend weekly reports or connect to BI tools. Ads Integration**: Leads can optionally be passed into Facebook or Google Ads workflows after normalization. 📬 Contact For Enquiries: buzanalytics@gmail.com Thank you for exploring this workflow!

📘 Description This workflow performs automated market demand research for a defined niche on a scheduled basis and converts raw public discussions into actionable business insights. It continuously scans search engines and social platforms to identify real customer pain points, unmet needs, buying or switching intent, and dissatisfaction with existing tools or solutions. An AI market research agent analyzes public conversations to filter out noise and extract only high-signal demand indicators. These insights are then transformed into two outputs: a concise Notion-ready research summary for internal knowledge tracking and a professional, customer-ready email that communicates key findings in clear, business-friendly language. Built-in validation and error handling ensure reliability and traceability. This workflow replaces repetitive manual market research with a consistent, insight-driven intelligence pipeline that supports founders, marketers, and growth teams. ⚠️ Deployment Disclaimer This template is intended for self-hosted n8n instances only. It relies on external MCP-based social intelligence tools and advanced AI agents not supported on n8n Cloud. ⚙️ What This Workflow Does (Step-by-Step) ⏰ Scheduled Market Research Trigger Runs automatically on a defined schedule. 🧾 Inject Niche, Query, and Research Context Sets the niche, keywords, and analyst notes to guide research focus. 🔎 Analyze Public Discussions for Market Demand (AI) Scans public search and social platforms to identify real demand signals, pain points, and buying intent. 📡 Public Search & Social Intelligence (MCP Tool) Fetches relevant public discussions for analysis. 🧠 Convert Market Signals into Structured Insights (AI) Transforms raw findings into a Notion-ready summary and a customer-friendly email. 🧹 Parse & Validate AI Output Ensures structured JSON output for safe downstream use. 📘 Save Market Research Insight to Notion Stores summarized insights for long-term research and tracking. 📧 Send Market Insight Email to Stakeholder Delivers a concise, value-focused email highlighting key findings. 🚨 Workflow Error Handler → Email Alert Sends detailed error notifications if any step fails. 🧩 Prerequisites • Self-hosted n8n instance • OpenAI API credentials • MCP (Xpoz) public search & social intelligence credentials • Notion API access • Gmail OAuth credentials 💡 Key Benefits ✔ Automates recurring market research ✔ Identifies real demand and buying intent signals ✔ Produces clean Notion documentation automatically ✔ Generates customer-ready insight emails ✔ Eliminates manual scanning of forums and social media ✔ Built-in error alerts for reliability 👥 Perfect For Startup founders validating ideas Growth and marketing teams Product strategy teams Market research and competitive intelligence teams