Workflow Templates

What this workflow does This workflow creates an automated web scraper that accepts form submissions, extracts specific data from any website using AI, and emails the results back to you. Step by step: Web Scraper Form Submission provides a web form interface where users submit a URL and specify what data to extract Get HTML from Source URL fetches the complete HTML content from the provided website HTML Extractor processes the raw HTML and extracts the body content for analysis Data Extractor LLM Chain uses Google Gemini AI to intelligently analyze the content and extract only the specific data requested by the user Structured Output Parser formats the AI response into clean JSON structure with standardized format Gmail Send Result delivers the extraction results via email including the source URL, extraction request details, and clean extracted results How to set up Connect your Google Gemini API to the Google Gemini Chat Model node for AI-powered data extraction Connect your Gmail account to the Gmail node for sending result emails Update the recipient email in the Gmail node Customize the extraction prompt in the Data Extractor LLM Chain node based on your specific requirements How to customize this workflow to your needs Switch AI models**: Replace Google Gemini with OpenAI, Claude, or other LLM providers in the Chat Model node based on your accuracy requirements and budget preferences Change result delivery**: Replace Gmail with Google Sheets for data storage, Outlook for corporate email, Slack for team notifications, or webhook integrations for custom applications Customize extraction prompts**: Modify the LLM prompt in the Data Extractor Chain to handle specific data types, extraction formats, or industry-specific terminology for your use case Need help customizing? Contact me for consulting and support: 📧 billychartanto@gmail.com

From Leads to Smiles – Automated Patient Engagement______Turn every lead into a booked appointment with AI 💡 Why this workflow? Dental clinics lose 50%+ of leads due to slow response. This template ensures instant engagement with AI-powered personalization. Works for dentists, beauty clinics, physiotherapists, or any appointment-based business. Description: When a new patient submits a form (e.g., teeth whitening, Invisalign, implants), the workflow: Captures and stores the lead in Google Sheets. 2.Uses an AI Agent to generate a friendly, personalized welcome message. Instantly sends tailored notifications to both the patient and the dentist. No more generic thank-you emails → engage leads before they go cold! 🚀 Category: Marketing & Sales Customer Engagement Healthcare Automation 📖 Step-by-Step Guide (for beginners) Trigger (Google Sheets): Every time a new patient submits a Google Form, the lead is automatically captured in Google Sheets. AI Agent (OpenAI Chat Model): Generates a personalized welcome message Patient Notification (Email): Sends a warm, engaging welcome message with appointment details instantly. Dentist Notification (Email): Alerts the dentist with lead details so they can follow up quickly. Execution: Just hit Execute Workflow → watch as your clinic never loses another lead. 👉 Perfect for beginners in AI + n8n automation. You can duplicate this template, connect your Google Sheet + Gmail + OpenAI API key, and start converting leads today. Tags: lead generation dentist crm google sheets ai agent chatgpt email automation

Hourly Email Summary: This agent scans your inbox every 4 hour and summarizes new emails into a clean, actionable Slack message. Powered by GPT-4, it classifies emails by Urgency (High, Medium, Low) and Intent (Awaiting Reply, To Respond, Comment, Notification, Marketing). No more inbox FOMO — just what you need to act fast. Main Use Cases: • Stay on top of important threads without refreshing your inbox constantly • Prioritize tasks and replies based on urgency and context • Catch missed follow-ups by surfacing emails that need a response • Filter out noise like marketing emails or low-priority notifications • Enable async decision-making by keeping the team updated on critical emails via Slack • Reduce cognitive load by letting AI handle sorting and triaging ⸻ ✅ Steps to Use Connect Your Accounts: Add your Gmail, Slack, Google Sheets, and OpenAI credentials inside n8n. Create Gmail Labels (Required): Go to your Gmail settings and create labels matching the following format: AI Agent/To Respond, AI Agent/Awaiting Reply, AI Agent/Notification, AI Agent/Marketing, etc. These are used by the workflow to auto-tag emails based on intent. Create a Google Sheet with 2 Tabs • Name the sheet something like “N8N - Emails”. • Add two sheets/tabs inside: • Sheet1 → stores all processed emails • Sheet2 → stores only the latest batch for digest view • In both sheets, add these columns (first row): From | Summary | Intent | Category | TimeStamp | Urgency Import the Workflow: Upload or paste the .json file into your n8n instance. Make sure each node is linked to your active credentials. Configure Slack Channel: In the Slack node, select the channel where you want urgent alerts and digest summaries to be posted. Adjust Schedule (Optional): Default: runs every hour. You can tweak this to suit your preference (e.g., every 30 min or 2 hours). Run a Test: Execute manually once to check: • Emails are getting processed • Labels are added correctly in Gmail • Slack notifications are triggered • Data is logged in Google Sheets Turn It On • Once everything looks good, activate the workflow. • Your inbox will now be triaged in real-time — sorted, labeled, summarized. Step-by-Step Breakdown: ⏰ Schedule Trigger: Runs every hour to kick off the workflow automatically. 📩 Fetch Emails & Labels • Pulls all Gmail messages received in the last 4 hours. • Also fetches Gmail labels to use for tagging messages based on intent. 🤖 Analyze with GPT-4 • Each email is analyzed using GPT-4. • Output includes: • Summary • Urgency: High, Medium, Low • Intent: To Respond, Awaiting Reply, Marketing, Notification, etc. • Category: Customer, Investor, Spam, etc. Classify and Label • Emails are tagged with the right intent label inside Gmail. 5.🚨 Slack Alerts for High Urgency • If an email is marked High Urgency, it sends an alert to a designated Slack channel with all key details. 📊 Google Sheets Logging • All emails are logged to two Google Sheets: • Sheet1: All messages, for long-term record. • Sheet2: Temporary sheet to collect latest batch for digest. ⏳ Wait + Digest Preparation • After logging, the workflow waits 30 seconds. • It then fetches recent entries from Sheet2, filters out older messages, and groups them by Medium and Low urgency. 📬 Slack Digest Summary • A clean digest is posted on Slack showing only the Medium and Low urgency messages from the past hour — helping you catch up without inbox overload. Uses a System Prompt to define its role as an AI Chief of Staff. Uses a User Prompt that instructs GPT-4 to analyze each email and return a structured JSON with the following: • summary – One-line summary of the email • urgency – High / Medium / Low • category – Investor, Customer, Support, Spam, Other • Intent – One of: • To Respond: Needs your reply • Awaiting Reply: You’re waiting for a response • Notification: Auto-updates from tools or services • Meeting Update: Calendar or schedule changes • Marketing: Promotional or cold emails • FYI: Informational emails that don’t need action The output is clean JSON with built-in guardrails to avoid hallucinations or irrelevant content. Only real message data is used for summaries and classification. Sections with no relevant data are omitted to keep it concise. 🧩 What’s Next This agent already cuts through inbox noise and gives you clarity — but there’s more you can build on top: 💡 Suggestions to Improve: • Train on your past threads to make prioritization even smarter • Allow custom rules per sender or domain (e.g. always mark investor emails as High) • Add emoji tags or reactions in Slack to quickly mark emails as done or follow-up • Support voice summary via Slack audio snippet or Loom integration 🚀 Next Features You Could Add: • Reply-from-Slack: One-click smart reply suggestions that can be sent right from Slack • Cross-inbox support: Add Outlook or multiple Gmail accounts • Weekend Digest: A weekly email or Slack drop with trends (top senders, most flagged categories) • Daily Timeline View: Generate a Notion page that logs the day’s most critical communication

Overview This workflow is an AI-powered Booking Assistant that automates restaurant and event reservations through Telegram. It interacts with the user in natural conversation, collects booking details (guest count, preferences, date/time, and special requests), finalizes the draft, and confirms the reservation by storing it in Google Calendar and sending an email confirmation — fully automated end-to-end. How It Works 1. User Interaction The workflow starts with a Telegram welcome message. The AI agent asks step-by-step questions: Number of guests Seating preference (indoor/outdoor/private room) Special occasion requests (birthday, date, etc.) Preferred date & time Once details are gathered, it generates a draft booking summary. 2. Confirmation & Personal Details The user reviews the draft and confirms. The assistant then asks for personal details (name, email, phone number). 3. Booking & Notifications After confirmation, the details are sent to Google Calendar to create an event. A confirmation email is sent to the user with all booking information. A final Telegram message confirms that the reservation is successfully completed. How to Use Triggered directly from Telegram Bot. Simply start chatting with the bot to begin the reservation process. The assistant will guide the user step by step until the booking is finalized. Once completed, the user receives both an email confirmation and a Telegram confirmation message. Requirements To use this workflow, you’ll need: n8n account (self-hosted or cloud) Telegram Bot Token (for chat interaction) OpenAI or OpenRouter API Key (for AI-driven conversation) Google Calendar API access (to create bookings) Gmail / SMTP credentials (to send confirmation emails)

This n8n workflow sends a real-time Slack notification when a user submits a contact form on your website. It also optionally sends a confirmation email via either Outlook or Gmail. You can embed the form directly into your website and route all submissions to your preferred Slack channel for quick follow-up. ✅ Key Features 🌐 Website Form Trigger**: A no-code form that can be embedded directly on your website. ⚡ Slack Integration**: Instantly posts lead details to a designated Slack channel. 📧 Email Follow-Up (Optional)**: Sends a thank-you email to the user via either Gmail or Microsoft Outlook. 🔗 Easy to Connect**: Requires minimal setup with OAuth for Slack and email APIs. 🧰 What You'll Need Slack Bot Token & Permissions** Gmail or Outlook account (optional)** n8n instance (cloud or self-hosted)** 🛠️ Step-by-Step Setup 1️⃣ Embed Contact Form on Website Node**: Form Submission on Website What it does**: Captures user inputs — Name, Email, and Phone. How to use**: Grab the public webhook URL from this node. Embed it as a form action on your website (HTML form or no-code builder). API**: None required. Webhook-based. 2️⃣ Send to Slack Node**: Slack What it does**: Posts a message to your Slack #leads channel with submission details. Message format**: You have a form submission with these details. Name: {{ Name }} Email: {{ Email }} Phone: {{ Phone }} API**: Slack Bot Token (OAuth2) 3️⃣ Optional: Send Confirmation Email Node**: Send Email - Gmail Sends email using Gmail API. Node**: Send Email - Outlook Sends email using Microsoft Outlook API. Message**: Hi {{ Name }}, Thank you for reaching out on our website. We'll be in touch soon! API**: Gmail or Microsoft Outlook OAuth2 👤 Created By Robert Breen Automation Consultant | AI Workflow Designer | n8n Expert 📧 rbreen@ynteractive.com 🌐 ynteractive.com 🔗 LinkedIn 🏷️ Tags slack lead alerts website form n8n email automation real-time notification lead generation form trigger webhook

📊 Description Streamline customer support with a real-time, AI-powered answer engine that detects incoming support emails, classifies intent, identifies the customer’s GEO region, and generates a tailored reply ready to send. 📧 🤖 This workflow intelligently adjusts tone and clarity based on region (US, UK, India, Canada, Australia, etc.) and ensures every outgoing message is structured, compliant, and highly contextual. Valid queries receive an automated reply via Gmail and a Slack summary, while non-support messages are flagged for manual review. A perfect automation for scaling support operations with precision and personalization. 🌍⚡ 🔁 What This Template Does 1️⃣ Listens for unread incoming emails using Gmail Trigger. 📥 2️⃣ Extracts sender, subject, and message snippet for analysis. 🔍 3️⃣ Uses AI to classify if the email is a real support query. 🤖 4️⃣ If valid, predicts the customer’s GEO region (US/UK/India/Canada/EU/etc.). 🌍 5️⃣ Generates a GEO-optimized reply in structured JSON (subject, body, tone). ✍️ 6️⃣ Formats the AI response and sends the final email via Gmail. 📤 7️⃣ Sends a Slack notification summarizing the reply, GEO used, and outcome. 💬 8️⃣ Routes non-query emails to Slack for manual human review. ⚠️ 9️⃣ Includes strict JSON validation to avoid malformed AI outputs. 📐 🔟 Logs summary details for reporting and operations visibility. 📊 ⭐ Key Benefits ✅ Automates personalized support replies with region-specific tone ✅ Eliminates manual triage of common support queries ✅ Ensures consistent, professional, and compliant customer communication ✅ Reduces response time with real-time processing ✅ Flags edge-cases and non-queries for manual review ✅ Integrates seamlessly with Gmail + Slack for end-to-end visibility 🧩 Features Gmail Trigger for real-time email intake AI classification (support vs non-support) GEO inference engine based on language, email, and context GPT-4o-mini for tailored response generation Strict structured JSON output parsing Slack notifications for both automated replies and manual reviews Error handling with Slack alerting Full automation loop from triage → reply → logging 🔐 Requirements Gmail OAuth2 credentials Slack API credentials OpenAI API key (GPT-4o-mini) n8n with LangChain nodes enabled 🎯 Target Audience Customer support teams needing faster personalized replies SaaS founders and solopreneurs automating support Global support teams managing multi-region messaging Operations teams wanting consistent support tone and compliance

📊 Description Ensure suppliers never miss a follow-up by automating overdue purchase order tracking and scheduling. 📦⏰ This workflow checks Airtable every weekday morning for open POs older than seven days without scheduled follow-ups, generates Google Calendar events, updates Airtable with the follow-up link, and sends notifications to your team via Slack and Gmail. It centralizes supplier management and eliminates manual reminders, helping operations teams stay on top of aging purchase orders and vendor commitments. 📅📣 🔁 What This Template Does 1️⃣ Runs on a weekday schedule (default: 10 AM) to scan Airtable for overdue open POs. 📆 2️⃣ Filters POs with missing follow-up links and older than 7 days. 🔍 3️⃣ Processes each overdue PO one by one. 🔄 4️⃣ Creates a Google Calendar event for each supplier follow-up. 📅 5️⃣ Saves the event link back into Airtable and updates follow-up status to “Pending.” 📝 6️⃣ Sends initial and final Slack notifications with PO details and scheduling links. 💬 7️⃣ Sends a Gmail confirmation email to the assigned supplier or internal team. ✉️ 8️⃣ Ensures all stakeholders have quick access to follow-up links and event details. 🔗 ⭐ Key Benefits ✅ Automates supplier follow-up scheduling with zero manual effort ✅ Prevents overdue purchase orders from being forgotten ✅ Consolidates PO aging logic, event creation, and notifications ✅ Keeps suppliers and internal teams aligned with one workflow ✅ Ensures follow-ups are consistently logged and traceable in Airtable ✅ Improves accountability for purchasing and operations teams 🧩 Features Weekday schedule trigger (cron-based) Airtable “Purchase Orders” table integration Google Calendar event creation with tracking links Airtable record update with follow-up status Slack notifications (initial + final) Gmail email confirmations Batch processing for multiple overdue POs Automated vendor accountability loop 🔐 Requirements Airtable Personal Access Token Google Calendar OAuth2 credentials Slack API token Gmail OAuth2 credentials Airtable table containing: PO ID, Supplier Info, Status, PO Date, Follow-up Link 🎯 Target Audience Procurement & purchasing teams Operations managers handling vendor communication Supply chain coordinators tracking overdue POs Teams using Airtable for purchase order management Businesses that need consistent supplier follow-ups

📘 Description: This workflow automates sales contact follow-ups and engagement tracking by integrating HighLevel CRM, Gmail, Slack, and Google Sheets. It fetches all contacts from HighLevel, filters inactive contacts, sends personalized follow-up emails, checks for responses, and notifies the sales team accordingly. It eliminates manual follow-up tracking, ensures timely outreach, and provides real-time notifications — helping sales teams maintain engagement, respond promptly, and improve lead conversion. ⚙️ What This Workflow Does (Step-by-Step) 🟢 Manual Trigger – Starts the automation manually Action: Initiates the workflow for immediate follow-up execution or testing. 📦 Fetch Contacts from HighLevel CRM Action: Retrieves all contacts from HighLevel, including names, emails, and metadata for full visibility. 🔍 Validate Deal Fetch Success (IF Node) Action: Verifies that fetched contacts contain valid IDs. ✅ True Path: Continues to filter inactive contacts. ❌ False Path: Logs invalid or missing contacts to Google Sheets for auditing and troubleshooting. 🧹 Filter Contacts with No Response Action: Selects contacts who have not replied in the last 24 hours, ensuring follow-ups target only inactive leads. 📊 Get Most Recent Contact Action: Retrieves the latest contact based on last updated time and calculates hours since last interaction. 📧 Send Follow-Up Email to Contact Action: Sends a personalized email to the contact, asking for confirmation or questions and including dynamic details like name and last interaction time. ⏳ Wait for 24 Hours Before Next Action Action: Pauses the workflow for 24 hours to allow contacts sufficient time to respond. 📨 Retrieve Email Thread for Response Action: Fetches the most recent Gmail thread using the thread ID to check if the contact has replied. ✅ Check If Contact Responded with “Yes” (IF Node) Action: Evaluates if the response contains the word “yes”. ✅ True Path: Triggers Slack notification for positive response. ❌ False Path: Triggers Slack notification for no response. 💬 Notify Sales Team in Slack if Response Received Action: Sends a Slack message notifying the team of a positive reply, including contact details and response snippet. ⚠️ Notify Sales Team in Slack if No Response Action: Sends a Slack message notifying the team that the contact hasn’t replied, including contact info, follow-up timestamp, and waiting status. 🚨 Log Fetch or Validation Errors (Error Handling) Action: Records any fetch or validation errors in Google Sheets for easy review and troubleshooting. 🧩 Prerequisites HighLevel CRM API OAuth credentials Gmail OAuth2 credentials for sending and fetching emails Google Sheets document for error logging Slack API credentials for notifications 💡 Key Benefits ✅ Fully automated follow-up workflow for sales contacts ✅ Timely notifications for positive and inactive responses ✅ Personalized emails to contacts ✅ Transparent tracking and logging of errors ✅ Seamless integration across HighLevel, Gmail, Slack, and Google Sheets 👥 Perfect For Sales teams managing multiple leads Marketing teams ensuring lead engagement Startups scaling outreach efforts Organizations using HighLevel CRM + Gmail + Slack for sales follow-ups

📊 Description Streamline management decision-making by automatically evaluating high-priority tenders, generating AI-powered executive summaries, and routing them for approval inside Slack. 🤖📩 This workflow pulls pending tenders from Airtable, uses GPT-4o-mini to evaluate urgency, business opportunity, and risk, and generates a structured summary with a Go/No-Go recommendation. Tenders that qualify are pushed to Slack with interactive approval buttons, and the final decision instantly updates Airtable and triggers a confirmation email to your bid team. Perfect for fast-moving procurement, bidding, and sales teams that require structured, high-quality tender assessments. 📊⚡ 🔁 What This Template Does 1️⃣ Runs daily via Schedule Trigger to fetch high-priority pending tenders from Airtable. ⏰ 2️⃣ Sends each tender to the AI agent for evaluation (urgency, risk, opportunity). 🤖 3️⃣ Generates structured JSON output: — urgency — priorityScore — executive summary — Go/No-Go recommendation — reasoning 4️⃣ Formats AI output for Slack review and Airtable updates. 📝 5️⃣ Checks if tender qualifies as “High urgency + High score + Go.” 🚦 6️⃣ Sends interactive Slack message with Approve/Reject buttons. 💬 7️⃣ If approved → updates Airtable status to Approved and sends Gmail confirmation. 📧 8️⃣ If rejected or low-score → updates Airtable status accordingly. ✏️ 9️⃣ If no priority tenders exist → sends fallback Slack notification. 📭 ⭐ Key Benefits ✅ Eliminates manual tender review and scoring ✅ AI creates consistent, executive-ready summaries ✅ Fast approval flow inside Slack with built-in decision logging ✅ Clear Go/No-Go framework for quality tender selection ✅ Updates Airtable automatically with final decision ✅ Sends email confirmation for approved tenders — ensuring next steps start immediately 🧩 Features Daily Airtable lookup for high-priority tenders GPT-4o-mini AI scoring & structured evaluation Automatic Go/No-Go decision logic Slack interactive approval (Approve / Reject) Auto-update to Airtable (Status = Approved / Pending) Gmail confirmation email to the bid team JSON output parser for reliable AI formatting Tender link embedding for quick access 🔐 Requirements Airtable Personal Access Token OpenAI API key (GPT-4o-mini) Slack API credentials Gmail OAuth2 credentials Airtable table with tender fields (Priority, Status, Summary, Dates, etc.) 🎯 Target Audience Procurement teams evaluating multiple tenders Management teams needing fast approval workflows Business development & bidding teams Companies tracking tenders in Airtable Organizations adopting AI-assisted decision processes

✅ What problem does this workflow solve? Real estate leads move fast. Manually matching buyer requirements with available properties, sending details, updating CRM records, and notifying sales teams often causes delays and missed opportunities. This workflow automates property discovery, lead management, and team notifications, ensuring buyers get instant results and sales teams can follow up immediately. ⚙️ What does this workflow do? Captures buyer property requirements from a website form. Cleans and standardizes search data automatically. Matches buyer criteria with relevant properties from Airtable. Emails matched properties to the buyer instantly. Stores lead details in Airtable for CRM tracking. Notifies the sales team on Slack in real time. 💡 Main Use Cases Automatically match buyer requirements with properties in Airtable. Send personalised property listings to buyers via email. Store and track every lead centrally for sales follow-up. Notify agents instantly to improve response speed. Increase conversions with faster, automated engagement. 🧠 How It Works – Step by Step 1. Website Form Submission A buyer submits a property inquiry form with: Location / City Property type (Apartment, Villa, Commercial, etc.) Budget Contact details The workflow is triggered instantly via webhook. 2. Data Cleaning & Standardization Submitted inputs are cleaned and structured: Budget is normalised City and property type are standardised Data is prepared for property matching 3. Property Matching (Airtable) A dynamic matching formula is generated. Airtable is searched for relevant properties. Matching includes a ±5% budget tolerance for flexibility. 4. Send Matched Properties to Buyer A rich, formatted email is generated automatically. Includes property images, price, location, features, and a “View More Details” link. Email is sent instantly to the buyer. 5. Lead Storage in Airtable Buyer details and preferences are stored in the Buyers table. Lead status is set to New for CRM tracking and follow-up. 6. Sales Team Notification A Slack message is sent to the sales channel with: Buyer details Contact information City and preferred property type Agents can respond immediately to maximize conversion. 🗂 Integrations Used Webhook** – Capture property inquiry submissions Airtable** – Property database and lead CRM Gmail** – Email delivery to buyers Slack** – Real-time sales team alerts n8n Code Nodes** – Dynamic matching logic and email generation 👤 Who can use this? This workflow is ideal for: 🏢 Real estate agencies 🏘 Property brokers 📈 Sales-driven real estate teams 🚀 PropTech startups If your team wants faster lead response and smarter property matching, this automation delivers both. 🚀 Benefits ✅ No manual property searching ✅ Faster response times ✅ Centralised lead tracking ✅ Real-time sales alerts ✅ Better buyer experience

AI-Enhanced Lead Qualification & HubSpot Synchronization (Jotform to HubSpot) 🧠✨ Stop wasting time on bad leads and manual research. This advanced n8n workflow automates your entire lead qualification and CRM entry process for HubSpot, ensuring you only sync high-quality, pre-researched contacts. When a prospect submits your form, this automation immediately: Verifies the lead's email using Verifalia to ensure deliverability. Performs an AI-powered website crawl to extract and structure key competitive information like the prospect's Company Name, Industry, Country, and a Website Summary. Uses Google Gemini to create an instant, personalized summary of the lead's potential, acting as your virtual sales assistant. Finally, it creates or updates the comprehensive, enhanced contact record in HubSpot CRM and sends a smart Gmail notification to your sales team with the AI summary for immediate, informed follow-up. How it Works This automation turns raw form submissions into fully enriched, sales-ready contacts in HubSpot: Lead Capture (Jotform): A prospect fills out your Jotform with their details, triggering the workflow instantly. Email Verification (Verifalia): The email address is sent to the Verifalia API. Only verified, deliverable emails are allowed to proceed, eliminating bad data from your HubSpot portal. Website Crawl & Data Extraction (HTTP Request & AI): The workflow accesses the prospect's website and uses an Information Extractor (powered by an underlying Language Model like Google Gemini or similar AI) to automatically pull essential business data like Industry and Company Name. AI Lead Scoring & Summarization (Google Gemini): All captured and enriched data is fed to the Google Gemini model. The AI acts as a smart assistant, analyzing the lead's profile to generate a short, prospective summary for your sales team. HubSpot Synchronization: The final, enriched contact data (including all AI-extracted fields) is used to either create a new contact or update an existing one in your HubSpot CRM. Intelligent Internal Notification (Gmail): Your sales team receives an immediate internal email. This alert contains the raw lead data plus the critical AI-generated summary, allowing them to prioritize and personalize their follow-up immediately. Requirements To set up this intelligent lead funnel, you'll need the following accounts and credentials configured in your n8n instance: Jotform Credentials:* An *API Key* for the *JotForm Trigger**. Sign up for Jotform here: https://www.jotform.com/?partner=zainurrehman Verifalia Credentials:* An *API Key* for the *Lead Verification** node. AI/Language Model Credentials:* Credentials for the *Information Extractor* and *Message a model** (e.g., Google Gemini/PaLM API Key) to perform website research and summarization. HubSpot Credentials:* An *OAuth2* or *API Key* credential for the *HubSpot** node to manage contacts. Gmail Credentials:* An *OAuth2* credential for the *Gmail** node to send internal notifications. Jotform:* An active form containing the necessary fields: *First Name, **Last Name, Email, Phone, Website, and Note.

This automated n8n workflow fetches stock data from the Twelve Data API after market close, predicts 5-day trends using AI analysis, updates Google Sheets with the results, and sends an email summary report. This process helps users stay informed about stock movements and make data-driven decisions efficiently. Good to Know AI prediction accuracy improves with more historical stock data. Market conditions and external factors can influence prediction outcomes. Google Sheets access must be authorized to ensure smooth data updates. Email notifications ensure timely delivery of summary reports. The system relies on the Twelve Data API as the primary data source. How It Works Daily Market Close Trigger** - Initiates the workflow daily at 9:00 PM (after market close), Monday to Friday. Read Stock Symbols** - Reads stock symbols from a Google Sheet to determine which stocks to analyze. Set Configuration Variables** - Configures API keys and other necessary variables manually. Fetch 5-Day Stock Data** - Retrieves 5-day stock data from the Twelve Data API. Analyze Stock Trends** - Uses AI to predict 5-day stock price movements based on the fetched data. Update Google Sheet** - Appends the analysis results to a Google Sheet for tracking. Format Email Report** - Creates a concise, human-friendly summary of the stock predictions. Send Email Report** - Delivers the summary report via email to designated recipients. Data Sources The workflow utilizes one Google Sheet: Stock Data Sheet** - Contains stock analysis data with columns: Date (date) Stock Symbol (text) Current Price (number) Predicted 5-Day Trend (text) Confidence Level (number) Notes (text) How to Use Import the workflow into n8n. Configure Google Sheets API access and authorize the application. Set up email credentials for report delivery. Create the required Google Sheet with the specified column structure. Configure the Twelve Data API key. Test with sample stock data to verify predictions and email delivery. Adjust analysis parameters based on your specific stock monitoring needs. Monitor and refine the system based on actual vs. predicted trends. Requirements Google Sheets API access. Email service credentials (Gmail, SMTP, etc.). Twelve Data API key. Initial stock data for analysis. Customizing This Workflow Modify the Stock Trend Predictor parameters to focus on specific stock sectors or adjust prediction horizons. Customize the email report format to match your preferences and integrate additional data sources like news feeds or financial indicators if needed.