Workflow Templates

🖥️ Automated Website Uptime Monitor with Email Alerts & GitHub Status Page Update This n8n workflow continuously monitors your website’s availability, sends email alerts when the server goes down, and automatically updates a status page (index.html) in your GitHub repository to reflect the live status. 📌 Good to Know The workflow checks your website every 2 minutes (interval configurable). If the website is down (503, bad response, or error) → it sends an email alert and updates the GitHub-hosted status page to show Down. If the website is up (200) → it updates the GitHub-hosted status page to show Up. The email notification includes an HTML-formatted alert page. You can use GitHub Pages to host the status page publicly. ℹ️ What is GitHub Pages? GitHub Pages is a free hosting service provided by GitHub that lets you publish static websites (HTML, CSS, JS) directly from a GitHub repository. You can use it to make your index.html status page publicly accessible with a URL like: ⚡ How to Set Up GitHub Pages for Your Status Page Create a new repository on GitHub (recommended name: status). Add a blank index.html file (n8n workflow will later update this file). Go to your repository → Settings → Pages. Under Source, select the branch (main or master) and folder (/root). Save changes. Your status page will now be live at: https://<USERNAME>.github.io/status ✅ Prerequisites An n8n instance (self-hosted or cloud). A GitHub account & repository (to host the status page). A Gmail account (or any email service supported by n8n – example uses Gmail). Access to the target website URL you want to monitor. ⚙️ How it Works Schedule Trigger → Runs every 2 minutes. HTTP Request → Pings your website URL. Switch Node → Evaluates the response status (200 OK vs error/503). Code Node → Generates a dynamic HTML status page (Up/Down). GitHub Repo & File → Github Repo Name Should be https://github.com/<OWNER_NAME>/status (recommended) & Must have(required) a blank file named as index.html before triggering this flow. GitHub Node → Updates/commits the index.html file in your repository. Gmail Node → Sends an email alert if the site is down. 🚀 How to Use Import the workflow JSON into your n8n instance. Configure credentials for: GitHub (Personal Access Token with repo permissions). Gmail (or your preferred email service). Replace the following: https://app.yourdomain.com/health → with your own website URL. example@gmail.com → with your email address (or distribution list). GitHub repo details → with your repository where index.html will live. Deploy the workflow. (Optional) Enable GitHub Pages on your repo to serve index.html as a live status page. 🛠 Requirements n8n v1.0+ GitHub personal access token Gmail API credentials (or SMTP/email service of your choice) 🎨 Customising this Workflow Interval** → Change schedule from 2 minutes to any desired frequency. Email Content** → Modify HTML alert template in the Gmail node. Status Page Styling** → Edit the HTML/CSS in the Code node to match your branding. Error Handling** → Extend Switch node for other status codes (e.g., 404, 500). Multiple Websites** → Duplicate HTTP Request + Switch nodes for multiple URLs. 👤 Who Can Use It? DevOps & SRE Engineers** → For automated uptime monitoring. Freelancers/Developers** → To monitor client websites. Startups & SMEs** → For a free, lightweight status page without paid tools. Educators/Students** → As a hands-on learning project with n8n. 🌟 Key Features 🔄 Automated uptime checks (configurable interval). 📧 Email notifications on downtime. 📝 Dynamic HTML status page generation. 🌍 GitHub Pages integration for public visibility. ⚡ Lightweight & cost-effective (no paid monitoring tool needed). 🔗 Tools Integration n8n** – Orchestration & automation. GitHub** – Version control + hosting of status page. Gmail** – Email notifications. HTTP Request** – Website availability check. 📈 Example Use Cases Personal website monitoring with public status page. Monitoring SaaS apps & notifying support teams. Internal company services uptime dashboard.

Description  Automatically ingests new employee data, extracts relevant signals, scores attrition risk, and notifies HR/managers with structured insights and recommended actions. Built on Azure OpenAI Chat with Structured Output Parser and true/false routing for escalation. What This Template Does  Trigger for new data: Starts when a new profile, survey, or report file is added. Download & extract: Retrieves the file and converts PDFs/text into analyzable content. Analyze signals: Uses Azure OpenAI Chat to interpret sentiment, workload, performance notes, feedback, and changes (role, compensation, manager, location). Structured parsing: Maps to fields like risk_score, risk_level, key_drivers, recommended_interventions, escalation_required. Logic routing: Applies thresholds (e.g., risk_score ≥ 0.7) and flags for urgent follow-up. Email alerts: Drafts and sends tailored notifications to HR/manager with action steps. Key Signals Considered  Sentiment & language: Negative tone, burnout cues, disengagement in feedback. Activity trends: Drop in participation, delayed responses, meeting absenteeism. Performance & goals: Recent rating changes, missed OKRs, quality issues. Role & compensation: Lateral moves, pay gaps vs. market, stalled progression. Managerial context: Team churn, conflict mentions, low recognition frequency. Features  Azure OpenAI Chat: Interprets unstructured text into consistent risk fields. Structured Output Parser: Guarantees schema for downstream decisions. Conditional Logic (true/false): Threshold checks for escalation. Memory: Maintains context across multiple files per employee for trend-aware scoring. Calculate avg span: Computes tenure or recency metrics used in risk scoring. Email Composer & Sender: Generates and dispatches HR-ready alerts. Requirements  n8n instance with access to employee data sources (Drive, Inbox, HR folder). Extract From PDF configured for clean text output. Azure OpenAI credentials (e.g., GPT‑4o‑mini) connected to Chat Model. Email service (Gmail/SMTP) set in n8n Credentials. Parser schema aligned to your People Analytics fields (risk_score, drivers, actions).

AI-Powered Invoice Extraction & Automation System Workflow Aim The aim of the Invoice Data Automation workflow is to streamline invoice processing by extracting, validating, and storing invoice details automatically. It uses AI to read invoices (from images/PDFs), structures the data in JSON, checks for missing or duplicate entries, and records the information in a Google Sheet while also uploading the original invoice to Google Drive. Additionally, it sends email notifications for successful entries, duplicates, or missing fields. Goal The goal is to: Allow users to upload invoice images/files via chat. Extract invoice data using AI and format it into a structured JSON. Validate mandatory fields like invoice_id, shop_name, date, Total, and items. Check if the invoice already exists in the Google Sheet. Append new invoices to Google Sheets and upload the original file to Google Drive. Notify the user via email about success, duplicates, or errors. This ensures that invoices are processed accurately, efficiently, and securely with minimal manual effort. Requirements The workflow relies on specific components and configurations: n8n Platform The automation is built and hosted on n8n, which orchestrates the entire workflow. Node Requirements When chat message received – Triggers the workflow when a user submits an invoice. Analyze image1 – Uses Google Gemini Vision AI to extract invoice data from the uploaded file. AI Agent1 + Google Gemini Chat Model1 – Restructures the extracted data into strict JSON format. Make data in JSON structure format – Prepares and organizes the structured output. Get data – Looks up the Google Sheet to check if the invoice already exists. check if Data exist or not in table – Decides whether to process as new data or duplicate. New data add using payload / Check Mandatory fields – Ensures invoice JSON is valid and complete. If – check missing field – Branches based on whether mandatory fields are present. no missing field – new data add using payload 2 – Passes only verified invoices forward. Append data to sheet – Saves invoice data in Google Sheets. Upload invoice to drive – Uploads the original invoice file to Google Drive. Send successful email – Notifies the user of successful entry. Duplicate entry send mail – Alerts the user if the invoice already exists. Send missing field error on mail – Sends an error email if mandatory fields are missing. Credentials Google Gemini (PaLM) API** – For AI-based invoice data extraction and formatting. Google Sheets API** – For storing structured invoice records. Google Drive API** – For uploading original invoices. Gmail API** – For sending success, duplicate, and error notifications. Input Requirements Invoice file (Image or PDF). Output Structured invoice data in Google Sheets. Original invoice stored in Google Drive. Notifications sent via Gmail (success, duplicate, or error). API Usage Google Gemini (PaLM API):** Used in Analyze image1 and AI Agent1 to extract and structure invoice data. It ensures fields like invoice_id, shop_name, date, and items are clearly formatted. Google Sheets API:** Used in Get data and Append data to sheet nodes to validate duplicates and store new invoices. Google Drive API:** Used in Upload invoice to drive to securely store the original uploaded invoice file. Gmail API:** Used in Send successful email, Duplicate entry send mail, Send missing field error on mail to notify users about the status of invoice processing. Workflow Summary The Invoice Data Automation workflow automates the entire process of invoice handling by: Receiving invoice uploads via chat. Extracting invoice details with AI (Google Gemini). Structuring and validating the data in JSON format. Checking Google Sheets for duplicates. Appending new invoices to the sheet and uploading originals to Google Drive. Sending email notifications to keep the user updated on the process outcome. This end-to-end automation ensures invoices are handled with speed, accuracy, and transparency, reducing manual work and eliminating common errors in invoice management.

Eliminate weeks of waiting and mountains of paperwork with intelligent expense automation that processes reimbursements in 72 hours instead of 2–3 weeks — delivering 90% reduction in manual processing time. What This Workflow Does Transforms your expense reimbursement process from bureaucratic nightmare to seamless automation: 📝 Captures Expenses – Jotform intake with receipt upload and expense details ⚙️ Policy Validation – Automatically validates against company rules (categories, amount limits) 🚦 Smart Routing – Intelligent approval workflow based on expense amount: < $100 → Auto-approve instantly (compliant expenses only) $100–$500 → Manager approval via Slack notification $500+ → Finance Director approval via Slack notification 🚫 Violation Detection – Flags policy violations with clear rejection reasons 📊 Audit Trail – Complete expense history logged to Google Sheets ✉️ Automated Communication – Professional approval/rejection emails automatically sent Key Features Policy Compliance Engine – Configurable rules for expense categories and amount limits Three-Tier Approval System – Auto-approve, manager review, and director approval paths Real-Time Violation Flagging – Instant detection of non-compliant expenses Comprehensive Audit Logging – Every expense tracked with timestamps and approver details Professional Email Templates – Branded communication for every outcome Slack Integration – Real-time notifications with expense context for quick decisions Zero Manual Processing – Seamless automation from submission to reimbursement Perfect For Finance Teams – Processing 50–200+ expense reports monthly Growing Startups – Scaling operations without adding finance headcount Remote-First Companies – Distributed teams needing async approval workflows Compliance-Focused Organizations – Requiring complete audit trails and policy enforcement SMBs & Enterprises – Companies spending 10–20 hours/week on manual expense processing What You’ll Need Required Integrations Jotform – Expense submission form (free tier works) Create your form for free on Jotform using this link Google Sheets – Audit trail and expense database Gmail – Automated approval/rejection email communication Slack – Manager and Director approval notifications Optional Enhancements QuickBooks/Xero – Automatic expense posting for approved items Google Cloud Vision – OCR for automatic receipt data extraction OpenAI – AI-powered receipt parsing and merchant detection Payment APIs – Direct deposit or check issuance automation Quick Start Import Template – Copy JSON and import into n8n Create Jotform – Build form with fields: Employee name, email, ID, amount, category, merchant, date, description, receipt upload Add Credentials – Jotform, Google Sheets, Gmail, Slack Configure Google Sheet – Replace YOUR_GOOGLE_SHEET_ID with your spreadsheet ID Set Slack Channels – Update manager and director channel IDs in Slack nodes Customize Policies – Edit “Validate Policy” node with your company’s rules: Category limits (meals: $75, travel: $500, office supplies: $200, etc.) Auto-approve threshold (default: $100) Manager approval threshold (default: $500) Test Workflow – Submit test expenses for all scenarios (auto-approve, manager, director, rejection) Deploy & Share – Activate workflow and distribute Jotform link to employees Customization Options 1.Adjust Approval Thresholds – Modify auto-approve limits and escalation amounts 2.Add Approval Levels – Insert additional routing nodes for VP or C-suite approvals 3.Department-Based Routing – Route to different managers based on department 4.Receipt OCR Integration – Add Google Vision + OpenAI for receipt data extraction 5.Accounting System Sync – Connect QuickBooks/Xero for automatic expense posting 6.Duplicate Detection – Flag potential duplicate submissions 7.Budget Monitoring – Add monthly/quarterly budget checks 8.Multi-Currency Support – Add conversion & validation for international expenses 9.Mobile-Optimized Forms – Enhance Jotform for easy phone camera uploads 10.Custom Email Branding – Update templates with your company’s logo and styling Expected Results ⏱️ 72-hour reimbursement vs 2–3 weeks 📉 90% reduction in manual processing time 🧾 100% audit compliance with timestamps & approvers 🗂️ Zero lost receipts – all stored digitally 🧠 Instant policy enforcement – violations caught automatically 😀 Happier employees – fast and transparent reimbursement 🕒 10–15 hours saved weekly for finance teams 🏆 Use Cases 🧑‍💻 Technology Companies Process developer or engineering expenses (software, conferences) with auto-approval under $100. 💼 Sales Organizations Handle high-volume travel expenses — auto-approve meals under $75, route hotels/flights for approval, flag entertainment violations. 🧾 Consulting Firms Manage client reimbursables with project-based routing and full audit trails for client invoicing. 🏥 Healthcare Organizations Track medical reimbursements with department-specific approvals and compliance documentation. 🌍 Remote-First Teams Process global expenses 24/7 with async Slack approvals and instant notifications. Pro Tips Start Conservative – Begin with $50 auto-approve limit, raise later Monthly Policy Reviews – Adjust limits based on expense trends Employee Training – Include policy link in all automated emails Enhanced Slack Approvals – Use Block Kit for approve/reject buttons Receipt Quality Standards – Enforce minimum image resolution Backup Approvers – Add fallback if manager unavailable Executive Dashboard – Connect Sheets → Looker/Tableau Tax Categorization – Align with tax reporting for year-end Benchmark Data – Track average processing time & approval rates Learning Resources This workflow demonstrates: Multi-condition routing with nested IF nodes Policy enforcement using JavaScript logic Audit logging with Google Sheets append/update Async Slack approvals with messaging nodes Email automation using dynamic HTML templates Data normalization for varied Jotform inputs Error handling for invalid submissions Perfect for learning enterprise-grade n8n automation patterns 🎯 Workflow Structure Visualization 📝 Jotform Submission ↓ 🧾 Parse Form Data (Normalize fields) ↓ ⚙️ Validate Against Policy (Check rules) ↓ 🚫 Check Violations? ├─ YES → Set Rejection → Log to Sheets → 📧 Send Rejection Email └─ NO → Route Auto-Approve? ├─ YES (< $100) → ✅ Auto Approve → Log to Sheets → 📧 Send Approval Email └─ NO → Route Manager? ├─ YES ($100-$500) → 📱 Slack Manager → Log to Sheets → ⏳ Await Approval └─ NO ($500+) → 📱 Slack Director → Log to Sheets → ⏳ Await Approval Compliance & Security Features 🧾 Complete Audit Trail – Every expense logged with timestamps 🛡️ Policy Enforcement – Non-compliant submissions blocked early 🔒 Data Privacy – PII secured via n8n credential system ☁️ Receipt Storage – SOC 2–compliant Jotform cloud 👥 Role-Based Access – Slack channel permissions enforced ⚖️ Separation of Duties – Multi-level approval reduces fraud 🚀 Advanced Features to Add 🧠 Receipt OCR with AI – Google Vision + OpenAI for merchant/amount extraction 💵 Accounting Integration – QuickBooks/Xero for GL posting 🏦 Payment Automation – ACH/direct deposit API integration 📱 Mobile App Interface – On-the-go submissions 📈 Budget Monitoring – Real-time spending alerts 📊 Expense Analytics – Automated monthly summaries 🧾 Vendor Management – Flag new vendors for approval 🚗 Mileage Calculator – IRS-compliant reimbursement 💳 Corporate Card Sync – Match credit card transactions 🌐 Per Diem Automation – Geo-based per diem calculation Ready to Transform Your Expense Process? Import this template and start processing reimbursements in hours instead of weeks. Your finance team and employees will thank you! 🎉 Questions or customization needs? The workflow includes detailed sticky notes explaining each section and decision point.

📘 Description This workflow automates daily re-engagement for HubSpot leads that were previously paused due to timing. It runs every 24 hours, fetches recent leads with activity data, and filters only those marked as “bad timing,” ensuring active opportunities are not disturbed. Qualified leads are processed in batches, and an AI agent generates a short, polite follow-up email designed to reopen the conversation without sounding salesy. Instead of sending automatically, the workflow creates a Gmail draft for human review and notifies the assigned owner in Slack. If AI generation fails, the workflow sends a Slack alert with the lead details so manual follow-up can still happen. This ensures consistent reactivation of cold leads without silent failures or missed opportunities. ⚙️ What This Workflow Does (Step-by-Step) ⏰ Daily Trigger (Every 24h) Runs the workflow once per day. 📥 HubSpot: Fetch Recent Leads + Activity Fields Pulls up to 20 leads with key activity and lifecycle properties needed for follow-up timing. 🚦 Filter: Lead Status = BAD_TIMING Keeps only leads that were previously paused due to timing (targets cold opportunities only). 🔄 Batch Leads (Split In Batches) Processes leads one-by-one / in batches to prevent rate-limit issues and keep execution stable. ✍️ AI: Generate Re-Engagement Follow-Up Email Body Creates a short, friendly follow-up message based on lead context (no CRM labels, no salesy tone). 🧩 Parse AI JSON Normalizes AI output into usable fields (subject/body/toEmail/owner details). 📩 Gmail: Create Follow-Up Draft Email Creates a Gmail draft (human-in-the-loop; no auto-send). 🔔 Slack: Notify Owner to Re-Engage Lead Notifies the assigned owner that a draft is ready and the lead is worth revisiting. ⚠️ Build AI Error Payload Builds a clean error context (lead name/email + AI error message). 🚨 Slack: Alert AI Draft Failure Alerts the owner when AI fails so the lead can be followed up manually. 🧩 Prerequisites • n8n instance • HubSpot App Token (read access to leads + properties) • Azure OpenAI credentials (GPT-4o) for email generation • Gmail OAuth2 (draft creation permissions) • Slack API token (DM user messaging permissions) 💡 Key Benefits ✔ Daily automated re-engagement for paused leads ✔ Prevents random outreach to active leads ✔ Human-in-the-loop safety via Gmail drafts (no auto-send) ✔ Owner notifications ensure follow-up execution ✔ Batch processing avoids rate-limit instability ✔ Strong failure handling prevents silent lead drops 👥 Perfect For SDR teams managing large HubSpot pipelines Founders doing lightweight outbound follow-ups Sales ops teams wanting structured reactivation loops Agencies re-engaging cold inbound / outbound leads

Stale Content Detector for Websites Who is this for Content marketers, SEO managers, and website owners who want to automatically find pages on their site that are outdated or need refreshing — without manually auditing every page. What it does This workflow fetches your sitemap, identifies pages that have not been updated in a configurable number of days, fetches each stale page, and uses AI to assess whether the content is actually outdated or still accurate. Sitemap parsing**: Fetches your sitemap.xml and extracts all URLs with their last-modified dates Staleness filtering**: Flags pages not updated in more than X days (default: 180) and sorts by most stale first Page content extraction**: Fetches each stale page and extracts the title and body text AI freshness analysis**: An OpenAI-powered agent reviews each page and rates it LOW, MEDIUM, HIGH, or CRITICAL with specific update suggestions Audit logging**: Saves every reviewed page to a Google Sheet with the full AI analysis HTML email report**: Builds a color-coded summary email showing each flagged page with its AI verdict and sends one consolidated digest How to set up Open Site Configuration and set your sitemapUrl, staleDays (default: 180), and alertEmail Create a Google Sheet with a ContentAudit tab (columns: scan_date, page_url, last_modified, days_since_update, ai_review) Paste your Google Sheet URL into the Save to Content Audit Sheet node Connect your Gmail OAuth2 credentials on the Email Content Audit Report node Connect your Google Sheets credentials Connect your OpenAI API credentials on the OpenAI Chat Model node Activate — runs every Monday at 7 AM Requirements n8n account (cloud or self-hosted) A website with a sitemap.xml (most CMS platforms generate one automatically) OpenAI API key (uses gpt-4o-mini) Gmail account with OAuth2 Google Sheets How to customize Change the staleDays threshold in Site Configuration (default: 180 days / 6 months) Increase the page limit above 20 in the Code node for larger sites Add specific URL path filters to focus on blog posts, docs, or landing pages only Replace Gmail with Slack for faster team notifications Connect to your CMS API (WordPress, Ghost, Webflow) to pull content directly instead of scraping

Automate and Distribute Weekly and Monthly Marketing Analytics Reports Who's it for? This workflow is designed for marketing teams, data analysts, and business owners who need to consistently track key performance indicators (KPIs). It saves hours of manual data collection and reporting, ensuring stakeholders receive timely updates automatically. What it does This workflow automates the entire process of creating and distributing regular analytics reports. On a recurring weekly and monthly schedule, it: Fetches Data: Gathers the latest data from Google Analytics (users, sessions, conversions), your advertising platform (ad spend), and your CRM (new customers, revenue). Calculates KPIs: Processes the raw data to calculate essential business metrics, including Monthly Active Users (MAU), Customer Acquisition Cost (CAC), Lifetime Value (LTV), LTV:CAC ratio, and conversion rates. Logs Historical Data: Appends the newly calculated KPIs to a Google Sheet, creating a historical record for trend analysis. Generates a Report: Creates a new Google Slides presentation to serve as the main report. Distributes the Report: Emails a summary of the key metrics to a predefined list of recipients, including a link to the full Google Slides report. Provides Error Alerts: If any step in the process fails, it sends an immediate notification to a designated Slack channel so you can address the issue quickly. How to set up Configure Credentials: Add your credentials for Google Analytics, Google Sheets, Google Slides, Gmail, Slack, and the HTTP Request nodes (for your ad platform and CRM). Fill in Placeholders: In the "Workflow Configuration" node, replace all placeholder values with your specific information: gaPropertyId: Your Google Analytics Property ID. adPlatformApiUrl: The API endpoint for your advertising platform. crmApiUrl: The API endpoint for your CRM. reportSpreadsheetId: The ID of the Google Sheet where data will be stored. slidesTemplateId: The ID of your Google Slides report template. reportRecipients: A comma-separated list of email addresses for report distribution. slackChannel: The Slack channel ID for error notifications. Activate Workflow: Turn the workflow on. It will now run based on the schedule defined in the "Weekly/Monthly Schedule" trigger node. How to customize the workflow Adjust Schedule:** Modify the "Weekly/Monthly Schedule" node to change the reporting frequency (e.g., daily, bi-weekly). Change Reporting Period:** In the "Workflow Configuration" node, change the reportPeriodDays value to adjust the lookback window (e.g., set to 30 for a monthly report). Customize KPIs:** Edit the Javascript in the "Calculate KPIs (MAU, LTV, CAC)" node to add or modify metrics. Enhance the Report:** Expand the "Create Google Slides Report" node to dynamically add charts and data from the calculated KPIs into the slides.

📘 Description: This workflow automates end-to-end validation, assessment, and reporting of n8n workflow JSON templates using Google Drive, Azure OpenAI GPT-4o, Gmail, and Slack. It retrieves workflows from a Drive folder, validates their integrity, analyzes their quality against official n8n Template Publishing Guidelines, generates a structured report, converts it into a formatted .txt file, and archives it with instant notifications sent via Slack and email. It ensures a fully autonomous review cycle for workflow publishing, complete with error tracking, AI-based evaluations, and automated reporting. ⚙️ What This Workflow Does (Step-by-Step) ▶️ When Clicking ‘Execute Workflow’ (Manual Trigger) Initiates the validation pipeline manually, allowing users to start the batch evaluation process on demand. 📂 Fetch Workflow Files from Drive Retrieves all JSON workflow files from the “n8n json checker” Google Drive folder, including their metadata (ID, name, timestamps). Acts as the primary input source for the validation loop. 🔄 Process Files One by One Splits the list of files into individual items to ensure controlled, sequential processing. Prevents API overload and maintains order during AI evaluation. ⬇️ Download Workflow JSON File Fetches each workflow file from Drive using its file ID. Ensures a complete, uncorrupted copy before validation begins. 🔍 Validate File Download Success (IF Node) Checks if the downloaded file includes a valid id and JSON structure. ✅ True Path: Continues to parsing and analysis. ❌ False Path: Logs the failed file to a Google Sheet for audit and debugging. 🧾 Parse JSON Workflow Structure Converts raw JSON files into object data structures readable by AI. Verifies JSON syntax and schema readiness for further evaluation. 🧠 GPT-4o Language Model Configuration Initializes Azure OpenAI’s GPT-4o as the reasoning engine for advanced workflow quality analysis. 🗂 Conversation Context Buffer Maintains contextual memory across multiple files, enabling GPT-4o to stay consistent across batch validations and apply uniform judgment standards. 🤖 AI-Powered Workflow Quality Analyzer Uses GPT-4o to evaluate each workflow against eight defined quality checkpoints: 1️⃣ JSON Validity 2️⃣ Documentation Presence 3️⃣ Security & Credentials 4️⃣ Node Naming Standards 5️⃣ Workflow Validity 6️⃣ Originality & Usefulness 7️⃣ Industry-Readiness 8️⃣ Visual Presentation Produces a structured JSON output summarizing each checkpoint’s result, reason, and overall assessment. 🧩 Format AI Response to JSON Schema Normalizes GPT-4o output into a clean JSON schema for easy parsing. Ensures consistency across all AI-generated reports. 📝 Generate Human-Readable Report Transforms structured JSON results into a formatted plain-text report with headers, dividers, and human-friendly phrasing. Provides an executive-style summary of workflow quality. 📋 Convert Report to Text File Format Converts the formatted analysis into a .txt file suitable for archival. Preserves visual layout and divider styles for readability. ☁️ Archive Validation Report to Drive Uploads the finalized text report to the “EOD Updates report” Google Drive folder. Automatically names files with a timestamp (e.g., workflow_report_2025-11-03_103020.txt) for easy tracking. 📧 Email Detailed Report to Stakeholders Sends an HTML-formatted email summary including report metadata: file name, size, type, created time, and owner. Includes “View in Drive” and “Download” buttons for quick access. 💬 Send Validation Summary to Slack Notifies internal teams with a Slack message summarizing the workflow’s assessment result, report name, size, and links to Drive resources. Ensures real-time transparency for the QA team. ⚠️ Log Failed Downloads to Error Sheet Captures download or validation errors in a dedicated Google Sheet. Supports quick debugging and failure traceability across runs. 🧩 Prerequisites Google Drive OAuth connection (Techdome Account) Azure OpenAI GPT-4o credentials Gmail and Slack API integrations Google Sheets connection for error tracking 💡 Key Benefits ✅ Fully automated n8n workflow review and quality assurance pipeline ✅ Structured GPT-4o analysis aligned with official publishing standards ✅ Instant report archival and real-time notifications ✅ Built-in error logging and recovery tracking ✅ Reduces manual review workload by over 90% 👥 Perfect For n8n Template Publishers & Marketplace Moderators QA Engineers validating workflow submissions Automation Teams managing template quality and compliance Organizations maintaining standardized workflow repositories

This automated n8n workflow distributes school notices to stakeholders (students, parents, and staff) via WhatsApp, email, and other channels. It streamlines the process of scheduling, validating, and sending notices while updating distribution status. System Architecture Notice Distribution Pipeline**: Daily Notice Check - 9 AM: Triggers the workflow daily at 9 AM via Cron. Read Notices getAll worksheet: Retrieves notice data from a spreadsheet. Validation Flow**: Validate Notice Data: Validates and formats notice data. Distribution Flow**: Process Notice Distribution: Prepares notices for multiple channels. Prepare Email Content: Generates personalized email content. Send Email Notice: Delivers emails to recipients. Prepare WhatsApp Content: Formats notices for WhatsApp. Send WhatsApp Notice: Sends notices via WhatsApp Business API. Status Update**: Update Notice Status: Updates the distribution status in the spreadsheet. Implementation Guide Import Workflow**: Import the JSON file into n8n. Configure Cron Node**: Set to trigger daily at 9 AM (e.g., 0 9 * * *). Set Up Credentials**: Configure SMTP and WhatsApp Business API credentials. Prepare Spreadsheet**: Create a Google Sheet with notice_id, recipient_name, email, phone, notice_text, distribution_date, and status columns. Test Workflow**: Run manually to verify notice distribution and status updates. Adjust Thresholds**: Modify validation rules or content formatting as needed. Technical Dependencies Cron Service**: For scheduling the workflow. Google Sheets API**: For reading and updating notice data. SMTP Service**: For email notifications (e.g., Gmail, Outlook). WhatsApp Business API**: For sending WhatsApp messages. n8n**: For workflow automation and integration. Database & Sheet Structure Notice Tracking Sheet** (e.g., Notices): Columns: notice_id, recipient_name, email, phone, notice_text, distribution_date, status Example: | notice_id | recipient_name | email | phone | notice_text | distribution_date | status | |-----------|----------------|-------------------|-------------|------------------------------|-------------------|-----------| | 001 | John Doe | john@example.com | +1234567890 | School closed tomorrow | 2025-08-07 | Pending | | 002 | Jane Smith | jane@example.com | +0987654321 | Parent-teacher meeting | 2025-08-08 | Sent | Customization Possibilities Adjust Cron Schedule**: Change to hourly or weekly as needed. Add Channels**: Integrate additional notification channels (e.g., Slack, SMS). Customize Content**: Modify email and WhatsApp message templates. Enhance Validation**: Add rules for data validation (e.g., email format). Dashboard Integration**: Connect to a dashboard tool for real-time status tracking. Notes The workflow assumes a Google Sheet as the data source. Replace spreadsheet_id and range with your actual values. Ensure WhatsApp Business API is properly set up with a verified phone number and token. Test the workflow with a small dataset to confirm delivery and status updates.

Description: Streamline your lead management process with this AI-driven n8n automation template. The workflow fetches opportunities from HighLevel (GHL), enriches them with contact details, and uses Azure OpenAI GPT-4o-mini to analyze each lead’s intent (e.g., Demo Request, Support Query, or Partnership Inquiry). It then automatically routes the lead to the right internal team via email, ensuring instant follow-up and zero delays in response time. Perfect for sales, support, and partnership teams who want to save time on manual triage and ensure every inquiry reaches the correct department within seconds. ✅ What This Template Does (Step-by-Step) ⚡ Manual or Scheduled Trigger Run the workflow manually for on-demand classification or schedule it to execute periodically. 📥 Fetch Opportunities from HighLevel Retrieves all opportunities from your GHL CRM, serving as the starting dataset for AI-powered intent detection. 👤 Fetch Detailed Contact Information Enriches each opportunity with full contact details such as name, email, and message notes. 🧠 AI-Powered Lead Classification Uses Azure OpenAI GPT-4o-mini via the LangChain AI Agent to analyze the lead’s message and determine the intent. Possible outputs include: 🎯 Demo Request 🛠️ Support Query 🤝 Partnership Inquiry 🧾 Post-Processing of AI Response JavaScript logic parses and formats the AI’s output into actionable data for conditional routing. 🔀 Intelligent Routing to Relevant Teams Demo Requests → demo@company.com Support Queries → support@company.com Partnership Inquiries → partnership@company.com Each email includes full contact info and original message context. 📧 Instant Team Notifications Sends neatly formatted emails from a centralized sender (noreply@company.com) to ensure smooth handoff and accountability. 🧠 Key Features 🤖 AI intent classification using Azure OpenAI GPT-4o-mini 🔀 Automated lead routing via email 📋 Structured data enrichment from HighLevel ⚙️ Smart conditional logic for 3 lead categories 📩 End-to-end automation from CRM intake to response 💼 Use Cases 📞 Automatically route demo requests to the sales team 🛠️ Send support-related queries directly to helpdesk 🤝 Forward partnership inquiries to business development 💡 Reduce response delays and manual triage errors 📦 Required Integrations HighLevel (GHL) – for opportunity and contact data Azure OpenAI – for AI-driven lead classification SMTP / Gmail – for team routing email notifications 🎯 Why Use This Template? ✅ Automates manual lead sorting and tagging ✅ Ensures every inquiry reaches the right team ✅ Increases response speed and lead conversion ✅ Scalable AI logic adaptable to any organization

Gold Investment Intelligence: Physical vs. Digital 24K Cost & Return Analysis This high-performance n8n workflow automates the complex task of comparing gold investment types in the Indian market. By pulling live data from the GoldAPI (Digital) and the IBJA (Physical benchmark), it calculates the "Landed Cost" including GST and making charges to provide a data-driven "Buy/Wait" verdict powered by a Groq-hosted LLM. Stop manually calculating gold spreads across different platforms. This workflow fetches real-time 24K gold rates, applies localized taxes (3% GST) and industry-standard fees (3-8%), analyzes global market sentiment via Yahoo Finance RSS and logs a professional investment report to Google Sheets. It transforms raw data into an actionable "Efficiency Score" using AI. Quick Implementation Steps: Import the JSON file into your n8n canvas. Get API Key: Sign up at GoldAPI.io and paste your token into the "Get Digital Price" header. Connect AI: Add your Groq API credentials to the "Groq Chat Model" node. Prepare Sheet: Create a Google Sheet with these headers: Date, Digital_Price, Physical_Price, Arbitrage, Sentiment and Efficiency_Score. Authorize: Link your Google account in the "Add Report" node and select your spreadsheet. What It Does This workflow acts as a 24/7 Quantitative Financial Analyst specialized in the gold market. It eliminates the "hidden cost" surprise by calculating the absolute final price an investor pays out-of-pocket for 1 gram of 24K gold. It doesn't just look at the ticker price; it factors in the 3% GST applicable in India, platform spreads for digital gold apps and making charges for physical coins/bars. Beyond raw arithmetic, the workflow contextually understands the global landscape. By scraping the latest commodity headlines from Yahoo Finance, the integrated AI Agent determines if the current market vibe is "Greedy," "Neutral," or "Fearful." It then synthesizes the price gap and the news into a single "Efficiency Score" (1-100), telling you exactly how favorable the buying conditions are today. Finally, it maintains a permanent investment ledger. Every execution logs the data into a Google Sheet and formats a clean report ready to be sent to messaging apps, ensuring you never miss a buying opportunity when the "Arbitrage" (the price difference) favors one medium over the other. Who’s It For Retail Investors:** Who want to know if it's cheaper to buy gold on a digital app or from a local jeweler today. Financial Advisors:** Who need automated, data-backed daily gold market sentiment reports for their clients. Gold Enthusiasts:** Tracking the price variance (Arbitrage) between digital and physical assets to optimize their portfolio. FinTech Developers:** Looking for a professional blueprint on how to combine Web Scraping, Financial APIs and LLMs in n8n. Requirements n8n Instance (supporting LangChain nodes). GoldAPI Token:** Free or Paid API key from GoldAPI.io. Groq API Key:** To power the AI analysis (supports Llama 3 or Mixtral models). Google Account:** For logging data into Google Sheets. Internet Access:** To scrape the IBJA (India Bullion and Jewellers Association) website. How It Works & Set Up Step 1: Data Collection The workflow starts with a Manual Trigger (can be changed to a Schedule Trigger for daily runs). It fetches the live 1-gram digital gold price in INR via an HTTP Request to GoldAPI. Simultaneously, it scrapes the official IBJA website to extract the physical benchmark rate using the CSS selector #GoldRatesCompare999. Step 2: The Math (Landed Costs) The Comparator node uses JavaScript to apply real-world fees: Digital:** Adds 3% GST and a 3% platform spread. Physical:** Adds 3% GST and 8% making charges (standard for coins). It then determines which is cheaper and calculates the exact difference. Step 3: Market Context The workflow pulls the top 3 most recent gold market headlines from Yahoo Finance. These are bundled together so the AI can read them in one go. Step 4: AI Analysis & Output The AI Agent takes the math and the news headlines. It outputs a structured JSON verdict containing: Arbitrage Check:** A one-sentence summary of the best deal. Sentiment:** A label (Greedy/Neutral/Fearful). Efficiency Score:** A rating out of 100. Step 5: Logging The data is formatted into a readable message and appended as a new row in your designated Google Sheet. How To Customize Nodes Adjust Fees:* If your local jeweler charges 10% instead of 8%, simply open the *Comparator** node and change the 1.08 value in the code. Change AI Model:* In the *Groq Chat Model** node, you can switch between different models (e.g., Llama-3-70b vs 8b) depending on your speed and accuracy needs. Update Selectors:* If the IBJA website updates its design, you can update the CSS Selector in the *Extract Physical Price** node to point to the new data location. Add-ons WhatsApp/Telegram Notifications:** Add a node after "Message Format" to send the daily report directly to your phone. Email Summary:** Use the Gmail or Outlook node to send a weekly summary of the best buying days to your inbox. Price Drop Alert:* Add an *IF Node** to only trigger the workflow if the gold price drops by more than 2% in a single day. Use Case Examples Automated Savings:** Set the workflow to run every morning at 10 AM to decide where to put your daily savings. Jewelry Business Tool:** Use the data to show customers that your physical prices are competitive compared to digital market apps. Market Research:** Use the Google Sheet history to track how "Sentiment" affects the price of gold over several months. Arbitrage Trading:** Identify moments when digital gold is significantly undervalued compared to physical benchmarks. Wealth Management:** Proactively notify clients when the "Efficiency Score" hits 90+, indicating a prime buying opportunity. Troubleshooting Guide | Issue | Possible Cause | Solution | | :--- | :--- | :--- | | Digital Price = 0 or Error | API Key is missing or expired. | Check the "Get Digital Price" node; ensure the token is in the headers. | | Physical Price Extraction Fails | Website structure changed. | Verify the URL and the CSS selector #GoldRatesCompare999 on IBJA. | | AI Agent gives generic response | Prompt is too vague or news is missing. | Ensure the "Data Array" node is successfully bundling headlines. | | Google Sheets won't append | Missing columns or incorrect ID. | Ensure headers (Date, Sentiment, etc.) match exactly in your sheet. | Need Help? Need assistance setting up your GoldAPI credentials, customizing the making charges or adding custom notifications to this workflow? We can help you build and scale your automation ideas. Contact WeblineIndia to help you customize this workflow or build similar AI-powered financial tools for your business.

Customer Support Triage Automation with AI, ClickUp and Google Sheets 📘 Description This workflow automates the complete customer support email triage process by intelligently classifying incoming support emails, validating AI outputs, assigning tickets to appropriate teams, and orchestrating all downstream actions in a consistent, trackable manner. It is designed for support teams that need to instantly categorise and route high volumes of customer inquiries while maintaining quality, accountability, and fast response times. The workflow is triggered automatically when new emails arrive in your support inbox. Incoming emails are analysed by Grok AI to determine ticket category (Bug Report, Feature Request, Billing Question, Technical Support, General Inquiry, or Marketing Email) and urgency level (Low, Medium, High, Critical). A validation layer ensures AI outputs meet quality standards with automatic corrections for invalid responses. Based on the categorisation, the workflow applies intelligent routing rules to assign tickets to the right team (Engineering, Billing, Product, or Support), calculates SLA deadlines based on urgency, and detects escalation triggers like negative sentiment or churn risk keywords. For every ticket, the workflow runs parallel actions: it creates a detailed ClickUp task for team tracking, logs complete ticket information to Google Sheets for analytics, sends real-time Slack notifications to appropriate channels, and delivers a professional acknowledgement email to the customer with ticket details and tracking links. ⚙️ What This Workflow Does (Step-by-Step) 📧 Email Intake - Fetches new support emails from the Outlook inbox automatically. 📝 Assign Email Values - Normalises email data into a consistent structure for processing. 🧠 AI Analysis with Grok - Classifies tickets by category and urgency using AI reasoning. 🔍 Parse AI Response - Extracts structured data from AI output and adds metadata. ✅ Validate AI Response - Ensures outputs meet quality standards with automatic fixes for invalid categories or missing summaries. 🎯 Smart Assignment & SLA - Routes tickets to appropriate teams, calculates SLA deadlines (1 hour for Critical, 4 hours for High, 24 hours for Medium, 48 hours for Low), and flags escalation cases based on sentiment or urgency. 📋 Create ClickUp Task - Generates organised tasks with priority levels, tags, and complete ticket context. 🔗 Get ClickUp Task URL - Captures task links for tracking and reference. 📊 Log to Google Sheets - Records all ticket details in a centralised tracking spreadsheet. 💬 Team Notification (Slack) - Alerts the support team with ticket summary and ClickUp link. 🚨 Escalation Notification (Slack) - Sends urgent alerts to the escalation channel for critical or high-risk tickets. ✉️ Customer Acknowledgement (Email) - Delivers professional auto-reply with ticket details, SLA timeline, and tracking link. 🧩 Prerequisites • Microsoft Outlook or Gmail account for support inbox • Grok API credentials (x.ai) - can be replaced with OpenAI or Claude • Google Sheets OAuth2 for ticket tracking • ClickUp API access for task management • Slack API access for team notifications • Gmail OAuth2 for customer acknowledgement emails 💡 Key Benefits ✔ Instant categorisation of all incoming support emails ✔ Intelligent team routing based on ticket type and urgency ✔ Automatic SLA deadline calculation and tracking ✔ Built-in validation prevents AI errors from reaching customers ✔ Escalation detection for negative sentiment and churn risk ✔ Complete audit trail in Google Sheets ✔ Real-time team awareness via Slack ✔ Professional customer communication with zero delay ✔ Seamless ClickUp integration for task management 👥 Perfect For Customer support teams handling high email volumes SaaS companies managing technical support requests Operations teams needing instant triage and routing Businesses requiring strict SLA compliance Support organisations using ClickUp for task management Teams wanting complete visibility and accountability