Workflow Templates

How It Works This workflow automates candidate screening and job matching for recruiters, HR operations teams, and talent acquisition leads. It eliminates the manual effort of parsing resumes, evaluating multi-dimensional candidate fit, and routing outcomes based on assessment confidence. Resume and job data are received via a POST webhook and passed directly to the Matching Agent Orchestrator, backed by a matching model and shared memory. The orchestrator coordinates four specialist agents in parallel: a Resume Parser Agent (structured extraction), a Skill Analysis Agent (competency mapping), an Experience Assessment Agent (seniority and relevance scoring), and a Cultural Fit Agent (organisational alignment evaluation). A Validation Logic Tool cross-checks outputs before a Ranking Output Parser produces a structured candidate ranking. Results are then checked against a confidence threshold — low-confidence cases trigger a review alert via email and are stored in Google Sheets for human follow-up, while high-confidence matches are prepared as analysis data, stored in Sheets, and distributed as a ranked report via email. Setup Steps Import workflow; configure the POST webhook trigger URL for resume and job data ingestion. Add AI model credentials to the Matching Agent Orchestrator, Resume Parser Agent, Skill Analysis Agent, Experience Assessment Agent, and Cultural Fit Agent. Link Google Sheets credentials; set sheet IDs for Low Confidence Cases and Analysis Results tabs. Connect email credentials to the Send Review Required Alert and Send High Confidence Report nodes. Set confidence threshold values in the Check Confidence Level node. Prerequisites OpenAI API key (or compatible LLM) Google Sheets with candidate tracking tabs pre-created Email account credentials (SMTP or Gmail OAuth) Use Cases Recruiters automating high-volume resume screening against structured job descriptions Customisation Extend specialist agents with domain-specific scoring rubrics for technical or executive roles Benefits Four parallel specialist agents evaluate candidates across skills, experience, and cultural fit simultaneously

How It Works This workflow automates credit operations onboarding by running KYC verification, credit bureau checks, identity validation, and sanctions screening through a single AI-powered agent. Built for credit operations teams, compliance officers, and fintech platforms, it eliminates manual eligibility reviews that are slow and error-prone. Triggered via webhook, the Credit Operations Agent orchestrates all verification tools simultaneously, then routes customers by eligibility status, eligible, ineligible, pending documentation, or compliance escalation. Each path prepares structured data stored in Airtable, triggers appropriate follow-up actions (email, Slack alerts), and logs a full audit trail. A final formatted response is returned to the originating system, closing the loop end-to-end with no manual handoffs. Setup Steps Set webhook URL and connect Credit Operations webhook node to your intake system. Add OpenAI API key to the OpenAI Chat Model node. Configure KYC, Credit Bureau, Identity, and Sanctions tool credentials. Add Gmail OAuth2 and Slack bot token for notification nodes. Connect Airtable API key; set base/table IDs for eligible and ineligible customer stores. Prerequisites KYC & Credit Bureau API credentials Sanctions screening API access Gmail OAuth2 and Slack bot token Airtable API key Use Cases Fintech platforms automating loan application eligibility screening Customisation Add extra verification tools (e.g., biometric or document OCR APIs) Benefits Eliminates manual KYC and sanctions review bottlenecks

Overview Watch target companies for C-level and VP hiring signals, then send AI-personalized outreach emails when leadership roles are posted. This workflow reads a list of target company domains from Google Sheets, checks each one for leadership-level job openings via the PredictLeads Job Openings API, enriches matching companies with additional company data, and uses OpenAI to generate a personalized outreach email referencing the specific leadership hire. The email is sent automatically through Gmail. How it works A schedule trigger runs the workflow daily at 8:00 AM. The workflow reads target account domains from Google Sheets. It loops through each company and fetches job openings from PredictLeads. It filters for leadership roles such as CRO, CMO, CTO, VP, Head of, Chief, and Director. If leadership roles are found, it enriches the company with PredictLeads company data such as industry, size, and location. It builds a structured prompt combining company context and the detected leadership roles. It sends the prompt to OpenAI to generate a personalized outreach email. It sends the AI-generated email through Gmail with a tailored subject line. It loops back to process the next company. Setup Create a Google Sheet with these columns: domain company_name Connect your Gmail account using OAuth2 for sending outreach emails. Add your OpenAI API key in the Generate Outreach Email HTTP Request node. Add your PredictLeads API credentials using the X-Api-Key and X-Api-Token headers. Requirements Google Sheets OAuth2 credentials Gmail OAuth2 credentials OpenAI API account using gpt-4o-mini PredictLeads API account: https://docs.predictleads.com Notes The leadership role filter uses regex matching for roles such as CRO, CMO, CTO, VP, Vice President, Head of, and Chief. You can customize this as needed. The AI prompt instructs OpenAI to write concise emails with a maximum of 150 words, referencing the specific leadership hire. PredictLeads Job Openings and Company API docs: https://docs.predictleads.com

How It Works This workflow automates end-to-end carbon emissions monitoring, strategy optimisation, and ESG reporting using a multi-agent AI supervisor architecture in n8n. Designed for sustainability managers, ESG teams, and operations leads, it eliminates the manual effort of tracking emissions, evaluating reduction strategies, and producing compliance reports. Data enters via scheduled pulls and real-time webhooks, then merges into a unified feed processed by a Carbon Supervisor Agent. Sub-agents handle monitoring, optimisation, policy enforcement, and ESG reporting. Approved strategies are auto-executed or routed for human sign-off. Outputs are consolidated and pushed to Slack, Google Sheets, and email, keeping all stakeholders informed. The workflow closes the loop from raw sensor data to actionable ESG dashboards with minimal human intervention. Setup Steps Connect scheduled trigger and webhook nodes to your emissions data sources. Add credentials for Slack (bot token), Gmail (OAuth2), and Google Sheets (service account). Configure the Carbon Supervisor Agent with your preferred LLM (OpenAI or compatible). Set approval thresholds in the Check Approval Required node. Map Google Sheets document ID for ESG report and KPI dashboard nodes. Prerequisites OpenAI or compatible LLM API key Slack bot token Gmail OAuth2 credentials Google Sheets service account Use Cases Corporate sustainability teams automating monthly ESG reporting Customisation Swap LLM models per agent for cost or accuracy trade-offs Benefits Eliminates manual emissions data aggregation and report generation

📊 Description Most period tracking apps tell you when your period is coming. This workflow goes further — it tracks every phase of every subscriber's unique cycle, sends the right email at exactly the right time, and delivers GPT-4o powered wellness coaching every week tailored to where each woman is in her cycle. Built for women's health platforms, wellness coaches, femtech creators, and community builders who want to deliver genuinely useful cycle-aware health support at scale without building a custom app. What This Workflow Does 📝 Subscribers fill in a simple form — name, email, last period date, and cycle length 🧮 Instantly calculates all key cycle dates — next period, ovulation day, fertile window start and end, and PMS window start 📧 Sends a personalized welcome email with their complete cycle overview 🕐 Runs every morning at 8AM checking all active subscribers 🔍 Detects which phase event is happening today for each subscriber 📬 Sends the right phase-specific reminder email on the exact right day: - 3 days before period — preparation tips - Period start day — comfort and self-care tips - Ovulation day — fertility awareness and energy tips - PMS window start — mood, energy, and boundary tips 🔒 Duplicate send prevention ensures each email type is only sent once per cycle per subscriber 📝 Updates each subscriber's last email sent record after every send 📊 Logs every delivery to Send Log sheet with date, phase, cycle day, and email type 💜 Every Sunday generates a personalized weekly wellness digest for every subscriber using GPT-4o based on their current cycle phase — with energy, nutrition, movement, and mindset tips Key Benefits ✅ Fully automated — set up once and runs forever ✅ Every subscriber gets emails timed to their unique cycle not a generic schedule ✅ 4 different phase-specific reminder emails with tailored content and colors ✅ GPT-4o generates unique wellness tips per phase every week — never repetitive ✅ Duplicate send prevention — no subscriber ever gets the same email twice in one cycle ✅ Auto-recalculates cycle dates on period start for continuous tracking ✅ Full send log for tracking delivery history and engagement patterns How It Works SW1 — Subscriber Intake & Cycle Calculator Subscribers open the form and enter their name, email, last period start date, and average cycle length. The workflow immediately calculates all key dates using standard cycle science — next period is last period plus cycle length, ovulation is next period minus 14 days, fertile window opens 5 days before ovulation and closes 1 day after, and PMS window starts 5 days before the next period. All dates are saved to the Subscribers sheet and a branded welcome email is sent instantly showing the subscriber their complete cycle overview with all dates laid out clearly. SW2 — Daily Cycle Monitor & Smart Reminders Every morning at 8AM the workflow reads all active subscribers and calculates where each one is in their cycle today. It checks if today matches any of the 4 key trigger dates — 3 days before period, period start, ovulation day, or PMS start. If there is a match it builds the appropriate phase-specific HTML email with tailored tips, colors, and messaging and sends it via Gmail. Before sending it checks the last email sent field to prevent duplicate sends within the same cycle. After every send it updates the subscriber record and logs the delivery to the Send Log sheet. SW3 — Weekly Wellness Digest Every Sunday at 9AM the workflow reads all active subscribers and calculates each one's current cycle phase — Menstrual, Follicular, Fertile, Ovulation, or PMS. It builds a personalized prompt for each subscriber including their name, phase, cycle day, and days until next period and sends it to GPT-4o. The AI generates phase-specific tips across 5 categories — energy management, nutrition, movement, mindset, and what to expect this week — plus a weekly affirmation. The response is assembled into a branded HTML email where the header color and emoji adapt automatically to the current phase. Every send is logged to the Send Log sheet. Features n8n Form intake — no external form tool needed Automatic cycle date calculation from last period and cycle length 4 phase-specific trigger emails with unique content per phase Duplicate send prevention per cycle per subscriber Phase detection engine covering all 5 cycle phases GPT-4o weekly wellness coaching per phase Phase-adaptive email colors and emojis 5 wellness categories per digest — energy, nutrition, movement, mindset, what to expect Weekly affirmation generated per phase Full delivery logging to Send Log sheet Active subscriber filtering — easy to pause or deactivate users Requirements OpenAI API key (GPT-4o access) Google Sheets OAuth2 connection Gmail OAuth2 connection A configured Google Sheet with 2 sheets — Subscribers and Send Log Setup Steps Create a Google Sheet called "Period Health Tracker" with 2 sheets — Subscribers and Send Log Paste your Sheet ID into all Google Sheets nodes Connect your Google Sheets OAuth2 credentials Add your OpenAI API key to the GPT-4o node Connect your Gmail OAuth2 credentials Target Audience 🌸 Women's health and wellness platforms delivering cycle-aware content 💼 Femtech creators building automated health tracking without a custom app 🧘 Wellness coaches who want to deliver personalized cycle coaching at scale 🤖 Automation agencies building health and wellness products for women's communities

AI-Powered Japanese Social Media Content Generator with Quality Control 🎯 Who's it for Marketing teams and social media managers in Japan who want to automate content creation while maintaining high quality standards and cultural appropriateness. Perfect for businesses that need consistent Japanese-language social media presence with built-in compliance checks. 📝 What it does This workflow creates an intelligent content generation system that: Generates culturally-aware Japanese Twitter posts using GPT-4 Automatically scores content quality across 5 dimensions (engagement, SEO, brand voice, readability, CTA) Performs sentiment analysis and risk detection for controversial topics Routes content intelligently: auto-posts high-quality/low-risk content, flags medium-risk content for approval, and rejects high-risk content Includes an auto-improvement loop that refines content up to 3 times if quality scores are below 70 Provides weekly performance analytics and recommendations 🔧 How it works Daily Content Generation Flow: Schedule trigger runs weekday mornings at 9 AM Fetches Japanese cultural context (seasons, holidays, business events) Analyzes brand voice from past 30 days of posts Generates 3 Twitter post variations with GPT-4 Each post is scored on quality metrics (100-point scale) Low-scoring content enters auto-improvement loop Risk analysis checks for controversy, cultural sensitivity, and sentiment Decision routing: auto-approve and post OR send for manual approval OR reject Approval Workflow: Pending posts trigger approval emails Webhook receives approval/rejection/edit actions Approved posts are published to Twitter and archived in Notion Weekly Analytics: Monday morning trigger analyzes past week's performance GPT-4 generates insights report with best practices Email sent to team with recommendations ⚙️ Requirements APIs & Credentials: OpenAI API (GPT-4 access) Twitter API v2 with OAuth 2.0 Notion API (database for content storage) Email sending service (SMTP or SendGrid) Setup: Create a Notion database with columns: Content, Hashtags, Quality Score, Risk Level, Status, Engagement Configure OpenAI API credentials with HTTP Header Auth Set up Twitter OAuth 2.0 credentials Configure email service for approval notifications 🎨 How to customize Adjust Quality Thresholds: Modify the quality scoring criteria in "AI Quality Scoring" node Change auto-approval threshold (currently 70+ points) Content Generation: Edit GPT-4 prompts in "Generate Content with GPT-4" node to match your brand tone Adjust temperature settings for more/less creative content Modify the number of posts generated per run Risk Detection: Customize risk factors in "Sentiment & Risk Analysis" node Add industry-specific compliance checks Brand Voice Learning: Adjust the lookback period in "Get Past 30 Days Posts" (currently 30 days) Modify brand voice analysis logic in "Analyze Brand Voice" node Scheduling: Change cron expressions for daily content generation and weekly reports Add additional triggers for special campaigns ⚠️ Important Notes This workflow uses Japanese language prompts - modify system prompts if using for other languages Ensure compliance with Twitter's API rate limits and automation policies Review auto-posted content regularly to validate AI quality assessments The workflow stores all generated content in Notion for audit trails

This automated n8n workflow processes student applications on a scheduled basis, validates data, updates databases, and sends welcome communications to students and guardians. Main Components Trigger at Every Day 7 am** - Scheduled trigger that runs the workflow daily Read Student Data** - Reads pending applications from Excel/database Validate Application Data** - Checks data completeness and format Process Application Data** - Processes validated applications Update Student Database** - Updates records in the student database Prepare Welcome Email** - Creates personalized welcome messages Send Email** - Sends welcome emails to students/guardians Success Response** - Confirms successful processing Error Response** - Handles any processing errors Essential Prerequisites Excel file with student applications (student_applications.xlsx) Database access for student records SMTP server credentials for sending emails File storage access for reading application data Required Excel File Structure (student_applications.xlsx): Application ID | First Name | Last Name | Email | Phone Program Interest | Grade Level | School | Guardian Name | Guardian Phone Application Date | Status | Notes Expected Input Data Format: { "firstName": "John", "lastName": "Doe", "email": "john.doe@example.com", "phone": "+1234567890", "program": "Computer Science", "gradeLevel": "10th Grade", "school": "City High School", "guardianName": "Jane Doe", "guardianPhone": "+1234567891" } Key Features ⏰ Scheduled Processing:** Runs daily at 7 AM automatically 📊 Data Validation:** Ensures application completeness 💾 Database Updates:** Maintains student records 📧 Auto Emails:** Sends welcome messages ❌ Error Handling:** Manages processing failures Quick Setup Import workflow JSON into n8n Configure schedule trigger (default: 7 AM daily) Set Excel file path in "Read Student Data" node Configure database connection in "Update Student Database" node Add SMTP settings in "Send Email" node Test with sample data Activate workflow Parameters to Configure excel_file_path: Path to student applications file database_connection: Student database credentials smtp_host: Email server address smtp_user: Email username smtp_password: Email password admin_email: Administrator notification email

Who is this for? Agencies, consultants, and service providers who conduct discovery calls and need to quickly turn conversations into professional proposals. What it does: This workflow transforms meeting transcripts into complete, professional quotes using a sophisticated multi-agent AI architecture. It handles the entire quote lifecycle: from transcript analysis to client signature and onboarding. How it works: Trigger: Google Drive detects a new VTT/transcript file in a designated folder Extraction: The transcript is cleaned and parsed, then matched with calendar data to identify the client AI Analysis: A main orchestrator agent analyzes the call and delegates tasks to specialized sub-agents: SOW Agent: Generates problems, solutions, and action items Pricing Agent: Creates competitive pricing based on service catalog and market research Document Creation: PandaDoc API creates the quote with all tokens populated Review & Approval: Quote is sent to Slack for human review with approve/reject buttons Delivery: Approved quotes are sent via Gmail with custom HTML templates Post-Signature: Webhook triggers CRM update and welcome email upon signature Key Features: Multi-agent architecture with specialized AI agents Automatic pricing calculation with 80%+ margin targeting Market research integration via Perplexity API Human-in-the-loop approval via Slack Professional HTML email templates CRM integration (Notion) for client status tracking Requirements Google Drive account (for transcript storage) Google Calendar (for meeting context) PandaDoc account (for quote generation) OpenRouter API (for LLM access - Claude/GPT models) Perplexity API (for market research) Slack workspace (for approval workflow) Gmail account (for client communication) Notion database (for CRM) Setup Instructions Configure Google Drive trigger folder Set up PandaDoc template with required tokens Add API credentials for OpenRouter and Perplexity Connect Slack workspace for approval notifications Configure Gmail for outbound emails Set up Notion CRM database with required properties

Who’s this for 💼 This template is designed for teams and developers who need to generate PDF documents automatically from HTML templates. It’s suitable for use cases such as invoices, confirmations, reports, certificates, or any custom document that needs to be created dynamically based on incoming data. What this workflow does ⚙️ This workflow automates the full lifecycle of document generation, from request validation to delivery and storage. It is triggered by a POST webhook that receives structured JSON data describing the requested document and client information. Before generating the document, the workflow validates the client’s email address using Hunter Email Verification to prevent invalid or mistyped emails. If the email is valid, the workflow loads the appropriate HTML template from a Postgres database, fills it with the incoming data, and converts it into a PDF using PDF Generator API. Once the PDF is generated, it is sent to the client via Gmail, uploaded to Supabase Storage, and the transaction is recorded in the database for tracking and auditing purposes. How it works 🛠️ Receives a document generation request via a POST webhook. Validates the client’s email address using Hunter. Generates a PDF document from an HTML template using PDF Generator API. Sends the PDF via Gmail and uploads it to Supabase Storage. Stores a document generation record in the database. How to set up 🖇️ Before activating the workflow, make sure all required services and connections are prepared and available in your n8n environment. Create a POST webhook endpoint that accepts structured JSON input. Add Hunter API credentials for email verification. Add PDF Generator API credentials for HTML to PDF conversion. Prepare a Postgres database with tables for HTML templates and document generation records. Set up Gmail or SMTP credentials for email delivery. Configure Supabase Storage for storing generated PDF files. Requirements ✅ PDF Generator API account Hunter account Postgres database Gmail or SMTP-compatible email provider Supabase project with Storage enabled How to customize the workflow 🤖 This workflow can be adapted to different document generation scenarios by extending or modifying its existing steps: Add extra validation steps before document generation if required. Extend delivery options by sending the generated PDF to additional services or webhooks. Enhance security by adding document encryption or access control. Add support for additional document types by storing more HTML templates in the database. Modify the database schema or queries to store additional metadata related to generated documents. Adjust the data mapping logic in the Code node to match your input structure.

Automated Email Outreach: Telegram → Gmail → Sheets Dashboard Who is this for? Solo founders, sales teams, and event organizers who need email outreach without expensive tools but want full control from Telegram. What problem is this workflow solving? Email campaigns are painful: Expensive tools ($50+/month) No mobile control Manual tracking Unsubscribe nightmares This workflow gives you Zapier-level outreach for free from Telegram → Gmail → Sheets. What this workflow does Telegram Control /outreach command launches campaigns Smart Sending Gmail + random delays (anti-spam) Real-time Tracking Open pixels + unsubscribe webhooks Sheets Dashboard Leads, logs, stats in one place Compliance Auto-unsubscribe + opt-out tracking Full flow: Telegram Bot → Parse Command → Sheets Leads → Gmail Send → Pixel/Unsub Track → Update Dashboard Setup (7 minutes) Telegram: Create bot → Get token → Update chatId Gmail: OAuth2 credential (any account) Google Sheets: Create sheet with tabs: Dashboard (stats) Leads (email, name, status) Logs (sends, opens, unsubs) Config: Update Sheet ID + webhook URLs Test: /outreach cap:2 → Verify sends text Telegram commands: /outreach sender:you@domain.com subject:"Event Invite" body:"Hi {{name}}..." cap:50 /status → Campaign stats /stop → Pause sends How to customize to your needs Campaign Types: Event invites → {{name}} for {{event}} Sales outreach → {{company}} pricing inquiry Newsletter → {{name}} weekly update text Scale Up: Multiple senders (Gmail aliases) A/B testing (subject lines) Segmentation (lead status) CRM sync (HubSpot/Airtable) Anti-spam: Random delays (30s-2m) HTML tracking pixel Auto-unsubscribe Send caps Bounce handling ROI: $0/month (vs Zapier $50+, Mailchimp $20+) Telegram control (no desktop needed) 5min campaigns (vs hours setup) Real-time dashboard (opens, unsubs, sends) GDPR compliant (auto-unsub) Proven: Used for 5k+ event invites, 28% open rate. Need help customizing?: Contact me for consulting and support: LinkedIn / Message Keywords: n8n email outreach, telegram automation, gmail campaigns, google sheets dashboard, no-code email marketing, sales outreach automation, event invite workflow.

This workflow watches your Outlook inbox for new emails with attachments and archives those attachments in DATEV DMS. It skips emails without attachments, looks up a related DATEV client, processes each attachment separately, uploads the file to DATEV DMS, creates the matching document entry, optionally sends a Slack notification, and then marks the email as archived in Outlook. How it works The workflow starts when a new email arrives in Outlook. Emails without attachments are skipped. A DATEV client is retrieved for the email. Attachments are processed one by one. Each file is uploaded to DATEV DMS and linked to a document. A Slack message can be sent after a successful upload. The Outlook email is then marked as archived. Setup steps Connect your Microsoft Outlook OAuth2 credentials. Connect your DATEVconnect credentials. Optionally connect Slack credentials. Replace the demo client lookup with your own client-matching logic. Adjust the folder, registry, and metadata fields in the document creation step. Update the Outlook archive action to match your process.

Detect when target accounts adopt competitor technology by enriching company watchlists with PredictLeads tech detection data and emailing the assigned AE. This workflow monitors a Google Sheets watchlist of company domains for competitor technology adoption. It checks each company against the PredictLeads Technology Detections API, and when a match is found (e.g., a prospect starts using Salesforce), it sends an alert email to the account executive responsible for that account. How it works: Schedule trigger runs the workflow daily at 8 AM. Reads the company watchlist from Google Sheets (domain, company name, AE email). Loops through each company and fetches technology detections from PredictLeads. Checks if any detected technology matches the configured competitor tool. If a match is found, extracts the assigned AE's email address. Sends a Gmail alert to the AE with company name, domain, detected tech, and date. If no match, moves to the next company in the loop. Setup: Create a Google Sheet with a "CompetitorWatchlist" tab containing columns: domain, company_name, ae_email. Set the competitor technology name in the Check Competitor Tech code node (default: "Salesforce"). Connect your Gmail account (OAuth2) for sending alert emails. Add your PredictLeads API credentials (X-Api-Key and X-Api-Token headers). Requirements: Google Sheets OAuth2 credentials. Gmail OAuth2 credentials. PredictLeads API account (https://docs.predictleads.com). Notes: Change the COMPETITOR_TECH variable in the code node to match your specific competitor (e.g., "HubSpot", "Marketo", "Zendesk"). Each row in the watchlist should have a valid AE email -- rows without one are skipped. PredictLeads Technology Detections API docs: https://docs.predictleads.com