Workflow Templates

How it works This workflow automatically captures website visitors using Albacross, enriches their data with Datagma, and syncs it into HubSpot. Once leads are created or updated, a personalized email is generated and sent through Gmail. All email activities are logged in HubSpot for proper sales tracking and follow-up. Step-by-step 1. Trigger the workflow Schedule Trigger** – Runs the workflow at set intervals (hourly, daily, or custom). 2. Capture website visitors Albacross Website Visitor** – Pulls company and visitor details from website activity. 3. Enrich lead data Enrich Lead Data** – Enhances visitor records with personal and professional details via Datagma. 4. Sync to CRM Create/Update HubSpot Contact** – Creates or updates contact records in HubSpot with enriched lead data. 5. Generate personalized outreach Generate Personalized Message** – Builds a tailored email including company, industry, and value propositions. 6. Send and track emails Send Personalized Email** – Sends the outreach message through Gmail. Log Email Activity in HubSpot** – Tracks email engagement automatically in HubSpot. Why use this? Capture and identify anonymous website visitors as potential leads. Enrich contact details with accurate, professional information. Keep HubSpot updated automatically without manual data entry. Send highly personalized outreach emails tailored to each lead. Log all communication for better pipeline visibility and sales follow-up.

Paste your raw meeting notes into a simple web form and submit. The workflow sends your notes to GPT-4o-mini, which converts them into a clean 6-section structured document. The finished document saves automatically to your Google Drive folder — ready to share with your team or client. Built for agency teams, consultants, and project managers who spend too much time cleaning up notes after every call. What This Workflow Does Collects meeting details via form — A built-in web form captures the client name, date, attendees, raw notes, your name, and your Drive folder ID in one submission. Auto-builds the document title — Combines the client name and meeting date into a clean file name automatically — no manual renaming needed. Structures messy notes with AI — GPT-4o-mini reads your rough bullet points or sentences and returns a properly formatted 6-section document every time. Enforces consistent output format — A structured output parser locks GPT-4o-mini into returning exactly the six required fields — no missing sections, no extra content. Handles missing data gracefully — If a section has no relevant content in your notes, the workflow fills it with a clear fallback message instead of leaving it blank or failing. Saves directly to Google Drive — The finished document lands in the exact Drive folder you specify — no copy-pasting, no manual uploads. Setup Requirements Tools and accounts needed: n8n instance (self-hosted or cloud) OpenAI account with API access (for GPT-4o-mini) Google account with Google Drive access (OAuth2 credential) Estimated Setup Time: 8–12 minutes Step-by-Step Setup Import the workflow — Open n8n → Workflows → Import from JSON. Paste the workflow JSON and import. Confirm all 7 nodes are connected in sequence. Connect your OpenAI API key — Go to Credentials → New → OpenAI API in n8n. Paste your API key from platform.openai.com. Open the 4. OpenAI — GPT-4o-mini Model node and select this credential. Connect your Google Drive credential — Go to Credentials → New → Google Drive OAuth2 in n8n. Complete the OAuth flow with the Google account that owns the Drive folder where notes should be saved. Open the 7. Google Drive — Save Notes Document node and select this credential. > ⚠️ The 7. Google Drive — Save Notes Document node ships with no credential connected. The workflow will fail at the final step if you skip this. Connect it before activating. Find your Google Drive Folder ID — Open Google Drive in your browser. Navigate to the folder where you want notes saved. Look at the URL — copy the string of characters after /folders/. That is your Folder ID. You will paste this into the form each time you submit notes. Activate the workflow — Toggle the workflow to Active. Open the 1. Form — Meeting Notes Submission node and copy the Form URL. Paste this URL into your browser to access the submission form. How It Works (Step by Step) Step 1 — Form Trigger (Meeting Notes Submission) You open the form URL in any browser and fill in six fields: client or project name, meeting date, attendees, raw notes, your name, and your Google Drive folder ID. Submitting the form sends all six values to the workflow instantly. Step 2 — Set (Extract Form Fields) All six form values are mapped into clean named variables. The document title is also built automatically here — it combines the client name and meeting date into the format: Meeting Notes — [Client Name] — [Meeting Date]. Step 3 — AI Agent (Structure Meeting Notes) GPT-4o-mini receives your raw notes alongside a detailed prompt. It reads everything and returns a structured JSON object with exactly six fields: a header block, an overview, key discussion points, decisions made, action items with owner and deadline, and next steps. The AI is instructed to use plain text only — no markdown, no symbols. Step 4 — OpenAI Model (GPT-4o-mini) This is the language model powering the AI Agent in Step 3. It runs at a temperature of 0.3 for consistent, predictable formatting and has a 1,200-token output limit — enough for a thorough set of meeting notes. Step 5 — Parser (Structured Notes Output) A structured output parser enforces the exact JSON schema on the AI's response. It ensures all six required fields are present and correctly typed. This prevents the workflow from producing incomplete or malformed output even if the AI response is slightly off. Step 6 — Code (Assemble Full Document) A short script reads the six structured fields and assembles them into one plain-text document with clear section headings. If any field is empty or missing, a fallback message fills it automatically. The document title and folder ID from Step 2 are also passed forward here. Step 7 — Google Drive (Save Notes Document) The completed plain-text document is created as a new file in your specified Google Drive folder. The file name is the auto-generated document title from Step 2. Your structured meeting notes are now saved and ready to share. Key Features ✅ Web form trigger — No n8n login needed to submit notes — anyone with the form URL can use it from any browser. ✅ Auto-generated file name — Every file is named consistently using the client name and meeting date — your Drive stays organized without extra effort. ✅ Schema-enforced AI output — The structured output parser locks GPT-4o-mini to exactly 6 fields — you always get a complete document, never a partial one. ✅ Action items with owner and deadline — GPT-4o-mini formats every task as Task | Owner | Deadline and writes Not assigned or Not specified when the information is not in your notes. ✅ Fallback text for empty sections — Missing data never breaks the document — each empty section gets a clear placeholder message automatically. ✅ Dynamic folder routing — You specify the Drive folder ID in the form, so you can route different clients' notes to different folders from a single workflow. ✅ Plain-text output — No markdown, asterisks, or formatting symbols in the final document — it reads cleanly in any viewer and copies cleanly into any tool. Customisation Options Route notes to a fixed folder — If you always save to the same Drive folder, remove the Google Drive Folder ID field from the form in 1. Form — Meeting Notes Submission and hardcode your folder ID directly in the 2. Set — Extract Form Fields node under folderId. Add a seventh section — To include a section like "Open Questions" or "Risks Identified", add a new field to the JSON schema in 5. Parser — Structured Notes Output and add a matching instruction to the prompt in 3. AI Agent — Structure Meeting Notes, then include it in the assembly script in 6. Code — Assemble Full Document. Send an email confirmation — Add a Gmail node after 7. Google Drive — Save Notes Document and use the docTitle and folderId values already available to send a confirmation email to the person who submitted the form. Add a dropdown for meeting type — In 1. Form — Meeting Notes Submission, add a dropdown field (e.g., Client Call / Internal Sync / Discovery) and pass that value into the AI prompt in 3. AI Agent — Structure Meeting Notes to tailor the tone or section focus by meeting type. Save as a Google Doc instead of a plain-text file — In 7. Google Drive — Save Notes Document, change the file creation settings to use Google Docs MIME type so the output opens natively in Google Docs with editable formatting. Troubleshooting AI Agent produces incomplete or missing sections: Check that the 4. OpenAI — GPT-4o-mini Model credential is valid and has available API credits Open the execution log for 3. AI Agent — Structure Meeting Notes to see if an OpenAI error was returned If the raw notes are very short or vague, GPT-4o-mini may struggle — add more detail to your notes before submitting Google Drive node fails and the file is not saved: Confirm the 7. Google Drive — Save Notes Document node has a Google Drive OAuth2 credential connected — it ships without one Re-authenticate the credential if it has expired Verify the folder ID you pasted in the form is correct — open the Drive folder in your browser and re-copy the ID from the URL after /folders/ Form submission does not trigger the workflow: Confirm the workflow is toggled to Active — the form URL only works when the workflow is active Check that you are opening the correct Form URL from the 1. Form — Meeting Notes Submission node If you recently re-imported the workflow, the form URL may have changed — copy it again from the node Document title is blank or shows raw placeholders: Confirm the Client or Project Name and Meeting Date fields were filled in before submitting the form — both are required fields Open the execution log for 2. Set — Extract Form Fields to verify the values were received correctly from the form Output file contains Not available in every section: This means the AI received the raw notes but could not extract meaningful content — check that the Raw Meeting Notes field was filled in with actual content, not left empty Confirm the 5. Parser — Structured Notes Output node did not return an error — if the AI output did not match the schema, all fields fall back to their default messages Support Need help setting this up or want a custom version built for your team or agency? 📧 Email:info@isawow.com 🌐 Website:https://isawow.com

Automatically scans incoming job emails and LinkedIn messages, intelligently detects genuine opportunities, and sends personalized, professional replies using your resume and preferences. It extracts job details, crafts human-sounding responses with AI, sends them instantly, and maintains a complete tracking sheet in Google Sheets with status and follow-up dates. Perfect for active job seekers who want to reply faster and smarter without spending hours writing tailored applications. Who’s it for • Job seekers applying to 10+ jobs per week • Professionals receiving recruiter inbound messages • Career switchers managing high application volume How it works / What it does Captures new job emails or LinkedIn messages Analyzes if it's a relevant job opportunity Loads your resume and preferences AI generates personalized, human reply Sends the tailored response Logs everything with status in Google Sheet How to set up Import this workflow Set up credentials (Gmail, Google Sheets, OpenAI/Anthropic) Update your resume text and preferences Activate workflow Requirements • Gmail access (or IMAP) • Google Sheets • OpenAI / Anthropic / Grok API • Your latest resume How to customize the workflow • Change AI tone in the AI node • Modify Python filter keywords • Update Google Sheet columns • Adjust wait times

Overview Stop spending Monday mornings manually pulling numbers and building reports. This workflow reads your last 7 days of business data from Google Sheets, asks Claude AI to compare it to the week before, spot trends, flag problems and highlight wins — then emails a plain-English health report to your inbox before your team standup. How it works Fires every Monday at 7AM automatically Pulls this week's and last week's data from your Google Sheet Formats both datasets into a clean comparison table Claude AI analyses the numbers and writes a structured health report covering wins, concerns, and top 3 actions Report is emailed to your team via Gmail Every run is logged to a second sheet tab for historical tracking Setup steps Google Sheets — Connect your Google account in Fetch This Week Data and Fetch Last Week Data nodes and select your data sheet. Each row should be one day, columns should be your key metrics Configure node — Open Configure Report Settings and set your business name, report email, and a plain-English description of what your columns mean Claude AI — Add your Anthropic API key to the Claude Sonnet sub-node from console.anthropic.com Gmail — Connect your Gmail account in Send Weekly Report Log sheet — Create a second tab called Report Log with columns: Date, Week Covered, Business, Status, Summary. Connect it in Log Report Run Activate — runs automatically every Monday at 7AM

This weekly workflow helps you keep track of new Featured Snippet visibility for your domain without manual SERP checks. Each week, it fetches the most recent data from DataForSEO, saves a snapshot to Google Sheets, and compares it against the previous run. Any new keywords for which your domain appears in a Featured Snippet are automatically added to a dedicated sheet along with ranking and search volume data, creating a historical log of growth over time. Lastly, the workflow sends you or your team an email overview highlighting how many new keywords were found, so you never miss an important update. Who’s it for SEO professionals, marketers and content teams who want an automated way to monitor new keyword appearances in Google’s Featured Snippets and receive regular updates without checking SERPs by hand. What it does This workflow automatically detects when your domains start ranking for new keywords in Featured Snippets, records those keywords in Google Sheets, and sends a brief weekly summary of changes via email. How it works Runs on a predefined schedule (default: once a week). Reads your keywords and domains from Google Sheets. Extracts the latest data on Google’s Featured Snippet results via DataForSEO API. Compares the data with the previous snapshot. Logs newly ranked keywords to a dedicated Google Sheet. Sends a summary email with key highlights. Requirements DataForSEO account and API credentials A spreadsheet in Google Sheets with your keywords, following the required column structure (as in the example). A spreadsheet in Google Sheets with your target domains, following the required column structure (as in the example). Gmail account Customization You can easily adapt this workflow to your specific needs and preferences by adjusting the schedule, exporting results to other tools (like Looker Studio and BigQuery) instead of Google Sheets, and cusomtizing the email content.

📨 AI Newsletter Automation Workflow 🚀 Brief Overview (How It Works) This workflow automates the complete process of generating and sending AI-powered newsletters. It starts with a form submission where the user provides a brand name, website, and topic query. The system then fetches relevant news, analyzes the brand’s visual identity (colors & logo), and uses AI to generate structured newsletter topics and content. Finally, it converts everything into a beautifully styled HTML email, saves it to Google Sheets, and sends it to all subscribers via Gmail. Quick Setup Guide 👉 Demo & Setup Video 👉 Sheet Template 👉 Course 🔑 Nodes of Interest On Form Submission (Trigger)** Entry point for brand details and query input HTTP Request (Tavily API)** Fetches latest news based on the query Generate Draft Topics (AI)** Creates newsletter title + 3 key topics using LLM Split Topics** Breaks topics into individual items for processing Generate Newsletter Content (AI)** Writes detailed content for each topic with sources Merge Content Pieces** Combines all sections into one dataset AI Agent (Brand Analyzer)** Extracts brand colors from website HTML Information Extractor** Extracts logo URL from brand website Convert Newsletter to HTML (AI)** Formats content into styled email HTML using brand theme Google Sheets** Saves generated newsletter drafts Gmail Node** Sends newsletter to all subscribers 🔐 What You’ll Need (Credentials) OpenAI API Key** Used for all AI content generation (GPT-4.1-mini) Tavily API Key** For fetching real-time news data Google Sheets OAuth** To store newsletter drafts & manage subscribers Gmail OAuth** To send emails to subscribers ⚙️ Recommended Settings & Best Practices Use structured output parsers to ensure consistent AI responses Keep topic count fixed (3) for predictable flow Limit newsletter length to ≤ 1000 words for readability Use Split + Aggregate pattern for scalable content generation Maintain strict prompt engineering (system messages already optimized) Always validate real URLs for citations (avoid hallucinations) Use Loop Over Items for controlled email sending Store drafts before sending (fail-safe logging) 🎯 Customization Ideas Add weekly automation trigger (Cron node) instead of manual form Integrate Notion / Airtable instead of Google Sheets Add unsubscribe & email tracking (SendGrid / Mailchimp) Personalize emails using user segmentation (AI-based) Add multi-language newsletter generation Include image generation (DALL·E / Stable Diffusion) for visuals Connect to Telegram / WhatsApp bot for distribution Add analytics dashboard for open/click rates 🏷️ Tags AI Automation, n8n Workflow, Newsletter Automation, Email Marketing, GPT Integration, LangChain, Tavily API, No-Code AI, Content Generation, Marketing Automation, GenAI Workflow, AI Agents

How it works Webhook Trigger — A web form POSTs prospect details, selected services, discount level, and requestor info to the webhook endpoint. Fetch Pricing Sheet — Retrieves all rows from your pricing_request.xlsx Excel table in OneDrive/SharePoint. Process & Price — Filters the pricing rows to the selected services, applies the correct Discount / Retail / Premium price tier, and calculates the total. Build HTML — Renders a fully branded HTML proposal document with cover info, line-item pricing table, terms, and a signature block. Convert to PDF — Sends the HTML to a self-hosted Gotenberg instance, which returns a print-ready PDF. Email Proposal — Delivers the PDF as an attachment via Gmail OAuth2 to the requester and any internal recipients you configure.

How it works This workflow automates lead nurturing by pulling data from Google Sheets, analyzing leads with AI, and sending personalized outreach emails. It runs on a schedule, processes leads in batches, and routes them based on their status and step. AI generates both first-touch and follow-up emails while updating the CRM automatically. The system ensures consistent outreach and tracks lead progression without manual work. Step-by-step Trigger and lead intake** Schedule Trigger – Runs the workflow at set intervals. Get row(s) in sheet – Fetches lead data from Google Sheets. If – Filters leads that need action based on status or date. Data preparation and batching** Code in JavaScript – Normalizes fields like email, name, and company. Loop Over Items – Processes leads in controlled batches. AI lead scoring and routing** AI-Lead-Analysis – Evaluates lead quality and assigns score and priority. Parse AI – Extracts structured AI insights from the response. Switch – Routes leads based on outreach step or status. First outreach automation** First AI mail – Generates a personalized cold email. Save Message – Stores the generated message. Send a message – Sends the email via Gmail. Update row in sheet – Updates CRM with outreach details. Follow-up and pipeline completion** AI-Follow-up – Creates a follow-up email using AI. Parse Follow-up – Extracts follow-up message content. Send a message1 – Sends the follow-up email. Update row in sheet1 – Updates CRM with follow-up info. Wait – Delays before checking for response. If1 – Checks if the lead replied or not. Update row in sheet2 – Marks lead as closed if no response. Why use this? Automates end-to-end outbound lead nurturing Uses AI for smarter lead scoring and personalization Reduces manual CRM updates and follow-up tracking Improves response rates with timely outreach Scales cold email campaigns efficiently

Let AI classify your incoming emails and draft replies. Use gotoHuman to approve emails before they are sent out. It also lets you manually edit the draft or even ask for a retry. How it works The workflow is triggered for each new email which gets passed to an AI classification agent. It assigns the email to one of the categories defined in the prompt (Customer Support, Sales opportunity, Promo, Personal,...). The agent also determines whether a reply is needed and if it is important. If a reply is needed, we ask the AI Email Writer to draft a response. Even if it is missing context it can help us draft an outline for the response. The email draft is sent to gotoHuman where the reviewer can manually edit it or ask to regenerate it with the option to even edit the prompt (Retries loop back to the AI Email Writer node) Approved email replies are automatically sent from the workflow How to set up Most importantly, install the gotoHuman node before importing this template! (Just add the node to a blank canvas before importing) Set up your credentials for gotoHuman, OpenAI, and Gmail In gotoHuman, select and create the pre-built review template "Email agent" or import the ID: v81wzxwYoFYvWpmuIBgX Select this template in the gotoHuman node Requirements You need accounts for gotoHuman (human supervision) OpenAI (classification, drafting) Gmail How to customize Change the predefined categories in the prompt of the AI classification agent Provide the AI Email Writer with more context to create replies. Consider adding tools that allow the agent to fetch more infos about clients, your calendar, FAQs for your product,...

✅ What problem does this workflow solve? Tracking what people say about your brand on Twitter can be overwhelming, especially when important mentions slip through the cracks. This workflow automates the process: it scrapes Twitter mentions, analyzes sentiment using OpenAI, logs everything in a Google Sheet, and sends real-time Slack alerts for negative tweets. No manual monitoring needed. ⚙️ What does this workflow do? Runs on a schedule to monitor Twitter mentions or hashtags. Uses Apify to scrape tweets based on brand keywords. Filters out tweets already processed (avoids duplicates). Performs sentiment analysis with OpenAI (Positive, Neutral, Negative). Logs tweet content, sentiment, and reply (if any) in a Google Sheet. Sends an instant Slack notification for negative tweets. Generates thank-you replies for positive tweets and logs them. 🔧 Setup Instructions 🗓 Schedule Trigger Use the Cron node to schedule checks (e.g., every hour, daily). 🐦 Apify Twitter Scraper Setup Sign up on Apify Generate your Apify API Token and use it in the HTTP node to run the actor and get tweet results. 🤖 OpenAI Sentiment Analysis Get your API key from OpenAI 📄 Google Sheet Configuration Prepare a Google Sheet with this sample format. Connect it using the Google Sheets node in n8n. 💬 Slack Notifications Connect your Slack workspace via the Slack node. Set up the channel where negative tweets should be sent as alerts. 🧠 How it Works 1. Scheduled Run Triggered at a fixed interval using the Schedule (Cron) node. 2. Scrape Mentions from Twitter The Apify actor runs and collects recent tweets mentioning your brand or using your hashtag. Links to the tweets are extracted. 3. Filter Previously Seen Tweets Each tweet is checked against the Google Sheet. If already present, it’s skipped to avoid duplicate analysis. 4. Analyze Sentiment with OpenAI For new tweets, sentiment is classified into: ✅ Positive ⚪ Neutral ❌ Negative 5. Store Results in Google Sheet The tweet link, content, and sentiment are stored in a row. If sentiment is positive, a thank-you reply is also generated and saved. 6. Notify Slack for Negative Tweets When a tweet is tagged Negative, a Slack message is sent to the designated channel with the tweet link. 👤 Who can use this? This workflow is ideal for: 📢 Social Media Teams 🧠 PR and Brand Managers 🧑‍💻 Solo Founders 🏢 Startups & SaaS Companies Stay ahead of your brand's reputation—automatically. 🛠 Customization Ideas 🎯 Add filters for specific campaign hashtags. 📬 Send weekly summary reports via email. 📥 Auto-open support tickets for negative mentions. 🗣 Expand sentiment categories with more detailed tagging. 🚀 Ready to get started? Just plug in: 🔑 Your Apify API Token 🔑 Your OpenAI API Key 📄 Your Google Sheet 💬 Your Slack Channel Then deploy the workflow, and let it monitor Twitter for you!

How It Works This workflow automates legal policy governance for legal teams, policy managers, and compliance officers, eliminating manual document review, approval classification, and multi-channel stakeholder distribution. Submitted policy documents are form-triggered, extracted into structured text, and passed to the Legal Governance Agent. Backed by shared memory and a governance model, it coordinates three specialist agents: Policy Analysis (content evaluation), Compliance Tracking (regulatory alignment), and Legal Summary (structured report generation). Gmail and Slack notification tools handle multi-channel alerts in parallel. Outputs are parsed and routed by approval status across four concurrent Google Sheets tracks: policy record storage with stakeholder notifications, approval preparation and tracking, compliance record preparation and tracking, and audit log generation, ensuring a complete, audit-ready governance trail for every submission. Setup Steps Import workflow; configure the Policy Submission Form trigger. Add AI model credentials to the Legal Governance Agent, Policy Analysis Agent, Compliance Tracking Agent, and Legal Summary Agent. Connect Gmail credentials to the Email Notification Tool; link Slack credentials to the Slack Notification Tool. Link Google Sheets credentials; set sheet IDs for Policy Records, Approvals, Compliance, and Audit Trail tabs. Prerequisites OpenAI API key (or compatible LLM) Gmail account with OAuth credentials Slack workspace with bot credentials Google Sheets with policy, approval, compliance, and audit tabs pre-created Use Cases Legal teams automating policy submission review and approval classification Customisation Extend routing logic to include partial-approval or escalation tiers for complex policies Benefits Eliminates manual policy triage and stakeholder notification across large submission volumes

Send personalized pet care tips from Google Sheets with AI Automate weekly pet wellness emails with AI-generated, location and age-specific advice. Who's it for Pet care businesses, veterinary clinics, pet subscription services, and animal shelters sending regular wellness content to pet owners. How it works Loads pets data from Google Sheets Filters pets who haven't received email in 7+ days Calculates age from birthdate (formats as "2 years and 3 months") AI generates tip - GPT-4o-mini creates climate-aware, veterinary-aligned advice based on pet type, age, and location Sends email via Gmail or SendGrid Updates timestamp in sheet to prevent duplicates Logs activity to tracking sheet Requirements APIs: Google Sheets, Airtable, Typeform or similar OpenAI (GPT-4o-mini) Gmail OAuth2 OR SendGrid, you can use Brevo, Mailchimp or any other. Google Sheet Structure: Sheet 1: Pets | Email | Owner_Name | Pet_Name | Pet_Type | Date_of_Birth | Country (ISO) | Status | Last_Email_Sent | |-------|------------|----------|----------|---------------|---------------|--------|-----------------| Sheet 2: Email_Log | Timestamp | Parent_Email | Pet_Name | Tip_Category | Status | |-----------|--------------|----------|--------------|--------| How to set up Create Google Sheet with structure above, add 2-3 test pets. Import workflow and add credentials. Update nodes: "Load Pet Info": Set your Sheet ID "Update Last_Email_Sent Date": Set Sheet ID "Log to Email_Log Sheet": Set Sheet ID Test manually with 1 active pet Enable schedule (default: Mondays 9am) How to customize Switch email provider: Enable "Send via SendGrid" node Disable "Send Health Tip using Gmail" node Update template ID Modify AI prompt: Edit "Generate Personalized Tip" node Adjust temperature Add/remove categories Use cases beyond pets Same workflow works for: Plant care** (growth stage tips) Baby milestones** (age-based parenting advice) Fitness coaching** (experience level workouts) Language learning** (study streak motivation) Just update sheet columns and AI prompt. Notes Choose only one mailing service. Country codes use ISO format (US, UK, AU, CA, etc.) AI considers location for seasonal advice.