by Emilio Loewenstein
This workflow automates customer email support by combining Gmail, AI classification, and a knowledge base to provide instant, accurate, and friendly responses. Itβs designed for businesses that want to improve customer satisfaction while reducing manual workload. π How it Works Gmail Trigger The workflow listens for new incoming Gmail messages. Text Classification Each email is classified using AI as either Customer Support or Other. If itβs Other, the workflow stops. If itβs Customer Support, the email continues to the AI agent. AI Agent with Knowledge Base The AI agent: Reads the customerβs message. Searches the Pinecone Knowledge Base for FAQs and policies. Generates a helpful, polite, and detailed reply using an OpenRouter model. Signs off as Mrs. Helpful from Tech Haven Solutions. Reply to Gmail The drafted email is automatically sent back to the customer. π‘ Value β Save Time β No more manual triaging and drafting of replies. β Consistency β Every answer is based on your own FAQ/policies. β Customer Satisfaction β Fast, friendly, and accurate responses 24/7. β Scalable β Handle higher email volume without scaling headcount. π Credentials Needed To use this workflow, connect the following accounts: Gmail OAuth2** β for receiving and sending emails. OpenRouter API** β for text classification and AI-generated replies. OpenAI API** β for embeddings (to connect FAQs with AI). Pinecone API** β for storing and retrieving knowledge base content. π Example Use Case A customer writes: > βHi, I placed an order last week but havenβt received a shipping confirmation yet. Can you check the status?β The workflow will: Detect itβs a support-related email. Retrieve order policy information from the knowledge base. Generate a friendly response explaining order tracking steps. Automatically reply to the customer in Gmail. β‘οΈ Setup Instructions Import this workflow into your n8n instance. Connect your Gmail, OpenRouter, OpenAI, and Pinecone credentials. Populate your Pinecone knowledge base with FAQs and policies. Activate the workflow. From now on, all support-related emails will be automatically answered by your AI-powered support agent.
by Krishna Sharma
π Smart Lead Capture, Scoring & Slack Alerts This workflow captures new leads from Typeform, checks for duplicates in HubSpot CRM, enriches and scores them, assigns priority tiers (Cold, Warm, Hot), and instantly notifies your sales team in Slack. π§ How It Works Typeform Trigger β Monitors form submissions and passes lead details into the workflow. HubSpot Deduplication β Searches HubSpot by email before creating a new record. Conditional Routing β If no match β Creates a new contact in HubSpot. If match found β Updates the existing contact with fresh data. Lead Scoring (Function Node) β Custom JavaScript assigns a score based on your rules (e.g. company email, job title, engagement signals, enrichment data). Tier Assignment β Categorizes the lead as βοΈ Cold, π‘ Warm, or π₯ Hot based on score thresholds. Slack Notification β Sends formatted lead alerts to a dedicated sales channel with priority indicators. π€ Who Is This For? Sales teams who need to prioritize hot leads in real-time. Marketing teams running inbound lead capture campaigns with Typeform. RevOps teams that want custom scoring beyond HubSpot defaults. Founders/SMBs looking to tighten lead-to-revenue pipeline with automation. π‘ Use Case / Problem Solved β Duplicate contacts clogging HubSpot CRM. β Manual lead triage slows down response time. β HubSpotβs default scoring is rigid. β Automates lead creation + scoring + notification in one flow. β Sales teams get immediate Slack alerts with context to act fast. βοΈ What This Workflow Does Captures lead data directly from Typeform. Cleans & deduplicates contacts before pushing to HubSpot CRM. Scores and categorizes leads via custom logic. Sends structured lead alerts to Slack, tagged by priority. Provides a scalable foundation you can extend with data enrichment (e.g., Clearbit, Apollo). π οΈ Setup Instructions π Prerequisites Typeform account with API access β Typeform Developer Docs HubSpot CRM account with API key or OAuth β HubSpot API Docs Slack workspace & API access β Slack API Docs (Optional) n8n automation platform to build & run β n8n Hub π Steps to Configure Typeform Node (Trigger) Connect your Typeform account in n8n. Select the form to track submissions. Fields typically include: first name, last name, email, company, phone. HubSpot Node (Search Contact) Configure a search by email. Route outcomes: Not Found β Create Contact Found β Update Contact HubSpot Node (Create/Update Contact) Map Typeform fields into HubSpot (email, name, phone, company). Ensure you capture both standard and custom properties. Function Node (Lead Scoring) Example JavaScript: // Simple lead scoring example const email = $json.email || ""; let score = 0; if (email.endsWith("@company.com")) score += 30; if ($json.company && $json.company.length > 2) score += 20; if ($json.phone) score += 10; let tier = "βοΈ Cold"; if (score >= 60) tier = "π₯ Hot"; else if (score >= 30) tier = "π‘ Warm"; return { ...$json, leadScore: score, leadTier: tier }; Customize rules based on your GTM strategy. Reference β n8n Function Node Docs Slack Node (Send Message) Example Slack message template: π New Lead Alert! π€ {{ $json.firstname }} {{ $json.lastname }} π§ {{ $json.email }} | π’ {{ $json.company }} π Score: {{ $json.leadScore }} β {{ $json.leadTier }} Send to dedicated #sales-leads channel. Reference β Slack Node in n8n π Notes & Extensions π Add enrichment with Clearbit or Apollo.io before scoring. π Use HubSpot workflows to trigger nurturing campaigns for βοΈ Cold leads. β± For π₯ Hot leads, auto-assign to an SDR using HubSpot deal automation. 𧩠Export data to Google Sheets or Airtable for analytics.
by Madame AI
Extract employee emails from company domains using Human-in-the-Loop scraping using BrowserAct This workflow automates the process of enriching company data by scraping employee emails and positions from company websites. It processes a list of URLs from a Google Sheet, handles anti-bot measures (CAPTCHAs) by alerting you via Telegram to solve them manually before resuming, and saves the verified data back to your sheet. Target Audience Sales development representatives (SDRs), lead generation agencies, and recruiters needing verified contact info. How it works Read List: The workflow reads a list of company URLs from a Google Sheet. Scrape Data: It loops through each URL and triggers BrowserAct to scrape the site for team pages or contact info. Check Status: Finished**: If scraping is successful, it parses the data (Name, Email, Position). Paused: If a CAPTCHA is detected, the workflow sends a **Telegram alert. It pauses execution until you verify the CAPTCHA in the browser, then resumes automatically. Failed**: If scraping fails, it logs an error. Save Data: Extracted emails and names are appended to a new tab in the Google Sheet specific to that company. Notify: Once a company is processed, a Slack notification is sent. How to set up Configure Credentials: Connect your Google Sheets, BrowserAct, Telegram, and Slack accounts in n8n. Prepare BrowserAct: Ensure the Company Domain to Email Enrichment template is saved in your BrowserAct account. Setup Google Sheet: Create a Google Sheet with a column named Company url and populate it with target domains. Configure Notifications: Open the Send a message node (Slack) and select your target channel. Open the Alert User and Remind user nodes (Telegram) and ensure your Chat ID is correct. Activate: Run the workflow manually to start processing the list. Requirements BrowserAct* account with the *Company Domain to Email Enrichment** template. Google Sheets** account. Telegram** account (Bot Token). Slack** account. How to customize the workflow Change Data Source: Replace the Google Sheet input with an Airtable or HubSpot node to pull domains from your CRM. Enrich Data: Add a Clearbit or Hunter.io node after scraping to cross-reference found emails. Modify Alerts: Change the Telegram alerts to Email or SMS (via Twilio) if preferred. Need Help? How to Find Your BrowserAct API Key & Workflow ID How to Connect n8n to BrowserAct How to Use & Customize BrowserAct Templates Workflow Guidance and Showcase Video Scale Your Lead Gen! π Automate Email Extraction with n8n & Browseract
by David Olusola
GPT-4o Resume Screener with Error Handling - Google Sheets & Drive Pipeline How it works Enterprise-grade resume screening automation built for production environments. This workflow combines intelligent AI analysis with comprehensive error handling to ensure reliable processing of candidate applications. Every potential failure point is monitored with automatic recovery and notification systems. Core workflow steps: Intelligent Email Processing - Monitors Gmail with attachment validation and file type detection Robust File Handling - Multi-format support with upload verification and extraction validation Quality-Controlled AI Analysis - GPT-4o evaluation with output validation and fallback mechanisms Verified Data Extraction - Contact and qualification extraction with data integrity checks Dual Logging System - Success tracking in main dashboard, error logging in separate audit trail Error Recovery Features: Upload failure detection with retry mechanisms Text extraction validation with quality thresholds AI processing timeout protection and fallback responses Data validation before final logging Comprehensive error notification and tracking system Set up steps Total setup time: 25-35 minutes Core Credentials Setup (8 minutes) Gmail OAuth2 with attachment permissions Google Drive API with folder creation rights Google Sheets API with read/write access OpenAI API key with GPT-4o model access Primary Configuration (12 minutes) Configure monitoring systems - Set up Gmail trigger with error detection Establish file processing pipeline - Create Drive folders for resumes and configure upload validation Deploy dual spreadsheet system - Set up main tracking sheet and error logging sheet Initialize AI processing - Configure GPT-4o with structured output parsing and timeout settings Customize job requirements - Update role specifications and scoring criteria Error Handling Setup (10 minutes) Configure error notifications - Set administrator email for failure alerts Set up error logging spreadsheet - Create audit trail for failed processing attempts Customize timeout settings - Adjust processing limits based on expected file sizes Test error pathways - Validate notification system with sample failures Advanced Customization (5 minutes) Modify validation thresholds for resume quality Adjust AI prompt for industry-specific requirements Configure custom error messages and escalation rules Set up automated retry logic for transient failures Production-Ready Features: Comprehensive logging for compliance and auditing Graceful degradation when services are temporarily unavailable Detailed error context for troubleshooting Scalable architecture for high-volume processing Template Features Enterprise Error Management Multi-layer validation at every processing stage Automatic error categorization and routing Administrative alerts with detailed context Separate error logging for audit compliance Timeout protection preventing workflow hangs Advanced File Processing Upload success verification before processing Text extraction quality validation Resume content quality thresholds Corrupted file detection and handling Format conversion error recovery Robust AI Integration GPT-4o processing with output validation Structured response parsing with error checking AI timeout protection and fallback responses Failed analysis logging with manual review triggers Retry logic for transient API failures Production Monitoring Real-time error notifications via email Comprehensive error logging dashboard Processing success/failure metrics Failed resume tracking for manual review Audit trail for compliance requirements Data Integrity Controls Pre-logging validation of all extracted data Missing information detection and flagging Contact information verification checks Score validation and boundary enforcement Duplicate detection and handling Designed for HR departments and recruiting agencies that need reliable, scalable resume processing with enterprise-level monitoring and error recovery capabilities.
by Cheng Siong Chin
How It Works This workflow automates financial oversight for accounting teams, tax professionals, and financial controllers managing monthly transaction volumes. It solves the challenge of identifying and correcting revenue discrepancies, tax calculation errors, and unusual patterns that manual review often misses. The system collects monthly financial transactions via scheduled trigger, then fetches complete transaction data through API integration. An AI anomaly detection agent analyzes patterns using multiple specialized tools: an OpenAI model identifies statistical outliers and unusual behaviors, a calculator validates mathematical accuracy of revenue entries, and a historical pattern analyzer compares against baseline trends. Detected anomalies undergo verification by a secondary AI agent to eliminate false positives. Confirmed issues route to automated revenue adjustments and tax agent notifications, while alert emails provide detailed anomaly reports with recommended actions, ensuring financial accuracy and compliance. Setup Steps Configure OpenAI API credentials in "Anomaly Detection Agent" Set up financial data source API connection in "Fetch Financial Transactions" node with authentication Define anomaly detection thresholds and rules in AI agent tool configurations Configure tax system integration credentials in "Update Revenue Entries" Set up email notification service with recipient lists in "Send Anomaly Alert" node Prerequisites OpenAI API access, financial system API credentials with read/write permissions. Use Cases Monthly financial close automation, revenue recognition validation Customization Modify anomaly detection algorithms for industry-specific patterns Benefits Reduces financial close time by 60%, catches revenue errors before reporting
by Daniel Shashko
How it Works This workflow automatically monitors competitor affiliate programs twice daily using Bright Data's web scraping API to extract commission rates, cookie durations, average order values, and payout terms from competitor websites. The AI analysis engine scores each competitor (0-100 points) by comparing their commission rates, cookie windows, earnings per click (EPC), and affiliate-friendliness against your program, then categorizes them as Critical (70+), High (45-69), Medium (25-44), or Low (0-24) threat levels. Critical and high-threat competitors trigger immediate Slack alerts with detailed head-to-head comparisons and strategic recommendations, while lower threats route to monitoring channels. All competitors are logged to Google Sheets for tracking and historical analysis. The system generates personalized email reportsβurgent action plans with 24-48 hour deadlines for critical threats, or standard intelligence updates for routine monitoring. The entire process takes minutes from scraping to strategic alert, eliminating manual competitive research and ensuring you never lose affiliates to better-positioned competitor programs. Who is this for? Affiliate program managers monitoring competitor programs who need automated intelligence E-commerce brands in competitive verticals who can't afford to lose top affiliates Affiliate networks managing multiple merchants needing competitive benchmarking Performance marketing teams responding to commission rate wars in their industry Setup Steps Setup time: Approx. 20-30 minutes (Bright Data setup, API configuration, spreadsheet creation) Requirements: Bright Data account with web scraping API access Google account with a competitor tracking spreadsheet Slack workspace SMTP email provider (Gmail, SendGrid, etc.) Sign up for Bright Data and get your API credentials and dataset ID. Create a Google Sheets with two tabs: "Competitor Analysis" and "Historical Log" with appropriate column headers. Set up these nodes: Schedule Competitor Check: Pre-configured for twice daily (adjust timing if needed). Scrape Competitor Sites: Add Bright Data credentials, dataset ID, and competitor URLs. AI Offer Analysis: Review scoring thresholds (commission, cookies, AOV, EPC). Route by Threat Level: Automatically splits by 70-point critical and 45-point high thresholds. Google Sheets Nodes: Connect spreadsheet and map data fields. Slack Alerts: Configure channels for critical alerts and routine monitoring. Email Reports: Set up SMTP and recipient addresses. Credentials must be entered into their respective nodes for successful execution. Customization Guidance Scoring Weights:** Adjust point values for commission (35), cookies (25), cost efficiency (25), volume (15) based on your priorities. Threat Thresholds:** Modify 70-point critical and 45-point high thresholds for your risk tolerance. Benchmark Values:** Update commission gap thresholds (5%+ = critical, 2%+ = warning) and cookie duration benchmarks (30+ days = critical). Competitor URLs:** Add or remove competitor websites to monitor in the HTTP Request node. Alert Routing:** Create tier-based channels or route to Microsoft Teams, Discord, or SMS via Twilio. Scraping Frequency:** Change from twice-daily to hourly for competitive markets or weekly for stable industries. Additional Networks:** Duplicate workflow for different affiliate networks (CJ, ShareASale, Impact, Rakuten). Once configured, this workflow will continuously monitor competitive threats and alert you before top affiliates switch to better-paying programs, protecting your affiliate revenue from competitive pressure. Built by Daniel Shashko Connect on LinkedIn
by Cheng Siong Chin
How It Works This workflow automates end-to-end research analysis by coordinating multiple AI modelsβincluding NVIDIA NIM (Llama), OpenAI GPT-4, and Claude to analyze uploaded documents, extract insights, and generate polished reports delivered via email. Built for researchers, academics, and business analysts, it enables fast, accurate synthesis of information from multiple sources. The workflow eliminates the manual burden of document review, cross-referencing, and report compilation by running parallel AI analyses, aggregating and validating model outputs, and producing structured, publication-ready documents in minutes instead of hours. Data flows from Google Sheets (user input) through document extraction, parallel AI processing, response aggregation, quality validation, structured storage in Google Sheets, automated report formatting, and final delivery via Gmail with attachments. Setup Steps Configure API credentials Add OpenAI API key with GPT-4 access enabled Connect Anthropic Claude API credentials Set up Google Sheets integration with read/write permissions Configure Gmail credentials with OAuth2 authentication for automated email Customize email templates and report formatting preferences Prerequisites NVIDIA NIM API access, OpenAI API key (GPT-4 enabled), Anthropic Claude API key Use Cases Academic literature reviews, competitive intelligence reports Customization Adjust AI model parameters (temperature, tokens) per analysis depth needs Benefits Reduces research analysis time by 80%, eliminates single-source bias through multi-model consensus
by oka hironobu
Who is this for Template creators who want to validate their n8n workflows against the official Creator Hub approval criteria before submitting. Useful for both new and verified creators looking to reduce rejection rates. What this workflow does This workflow scrapes the latest approval guidelines from four n8n Creator Hub Notion pages, generates a structured pass/fail checklist using Gemini AI, then reviews your uploaded workflow JSON against every criterion. The results are delivered as a formatted HTML email report with a score and specific fixes. Setup Add a Google Gemini (PaLM) API credential for criteria generation, file upload, and review. Add a Gmail OAuth2 credential for sending the results email. Activate the workflow and open the generated form URL. Requirements Google Gemini API key (used for three separate calls: criteria generation, file uploads, and final review) Gmail account with OAuth2 access enabled How to customize Change the Gemini model in the "Google Gemini for criteria generation" and "Review workflow against criteria" nodes. Edit the review prompt in the "Review workflow against criteria" node to adjust scoring weight or add custom checks. Replace the Gmail node with another email service or a Discord/Slack webhook for different delivery methods. Important disclaimer This workflow provides AI-generated feedback based on n8n Creator Hub guidelines available as of February 2026. The review results are not a guarantee of approval or rejection β actual decisions are made by the n8n review team. Guidelines and criteria may change over time. Always check the latest official information on the n8n Creator Hub before submitting your template.
by kota
Overview This workflow automatically replies to important incoming Gmail messages using AI, while preventing duplicate or unnecessary replies. It applies multiple safety checks (filters, Google Sheets history, and Gmail sent history) to ensure replies are sent only when appropriate. This template is designed for creators, freelancers, and teams who want a reliable and maintainable AI-powered email auto-reply system. How it works New Gmail messages are received and normalized into a consistent structure. Unwanted emails (newsletters, promotions, no-reply senders) are filtered out. The senderβs email is checked against a Google Sheets reply history. Gmail is searched to confirm no recent reply was already sent. If no duplicate is found, an AI-generated English reply is created and sent. Setup steps Connect your Gmail account. Connect a Google Sheet for reply history tracking. Review the ignore rules and thresholds in the config node. Customize the AI prompt if needed. Activate the workflow. Estimated setup time: 5β10 minutes. Notes Sticky notes inside the workflow explain each processing step in detail. No hardcoded API keys are used. The workflow is intentionally linear for clarity and easy maintenance.
by Rahul Joshi
π Description This workflow enables on-demand social lead discovery using a chat-based interface. When a user submits a lead discovery query, the workflow searches Twitter and Instagram for posts where people are actively asking for tools, recommendations, or help solving real problems. An AI agent filters out spam and promotions, extracts only genuine buying-intent posts, and classifies each lead as Low, Medium, or High intent. Qualified leads are converted into two outputs: a human-readable Slack summary for quick review and a structured, CRM-ready Notion record for tracking and follow-ups. Short-term conversation memory is maintained to improve relevance across follow-up queries. Built-in error handling ensures failures are reported immediately. β οΈ Deployment Disclaimer This template can only be used on self-hosted n8n installations. It relies on external MCP tools and custom AI orchestration not supported on n8n Cloud. βοΈ What This Workflow Does (Step-by-Step) π¬ Receive User Lead Discovery Query (Chat Trigger) Accepts a natural-language lead discovery request from a user. π§ Maintain Short-Term Conversation Context Keeps recent query context to improve follow-up accuracy. π Discover Buying-Intent Leads from Social Platforms (AI) Searches Twitter and Instagram for posts indicating real buying or problem-solving intent and extracts structured lead data. π External Social Search & Enrichment (MCP Tool) Fetches relevant social posts from external platforms. π§ AI Lead Qualification Classifies intent (Low / Medium / High), summarizes the problem, and filters noise. 𧩠Generate Slack & Notion Lead Insight Summary (AI) Creates a concise Slack summary and a clean, structured Notion record. π£ Send Lead Discovery Summary to Slack Delivers a skimmable summary for immediate team visibility. π Store Lead Discovery Insight in Notion CRM Logs search query, themes, and overall intent for tracking. π¨ Error Handler β Email Alert Sends an alert if the workflow fails at any step. 𧩠Prerequisites β’ Self-hosted n8n instance β’ Azure OpenAI API credentials β’ MCP bearer authentication for social search β’ Slack API credentials β’ Notion API credentials π Setup Instructions Deploy the workflow on a self-hosted n8n instance Connect Azure OpenAI, MCP, Slack, and Notion credentials Enable the chat trigger Test with a sample lead discovery query π Customization Tips β’ Adjust intent classification rules in the AI prompt β’ Modify output fields to match your CRM schema β’ Extend discovery to additional platforms via MCP tools π‘ Key Benefits β On-demand social lead discovery via chat β Filters only real buying-intent signals β Produces Slack-ready summaries and CRM-ready records β Maintains context across follow-up queries β Eliminates manual social media scanning π₯ Perfect For Sales teams Growth teams Founders Agencies sourcing leads from social platforms
by Chase Hannegan
What It Does This workflow automates the creation of a daily AI and automation content digest by aggregating trending content from four sources: YouTube (n8n-related videos with AI-generated transcript summaries), Reddit (rising posts from r/n8n), X/Twitter (tweets about n8n, AI automation, AI agents, and Claude via Apify scraping), and Perplexity AI (top 3 trending AI news stories). The collected data is analyzed using OpenAI models to extract key insights, stored in Airtable for archival, and then compiled into a beautifully formatted HTML email report that includes TL;DR highlights, content summaries, trending topics, and AI-generated content ideasβdelivered straight to your inbox via Gmail. --- Setup Guide Prerequisites You will need accounts and API credentials for the following services: ββββββββββββββββββββ¬ββββββββββββββββββββββββββββββββββββββββββββββββ β Service β Purpose β ββββββββββββββββββββΌββββββββββββββββββββββββββββββββββββββββββββββββ€ β YouTube Data API β Fetch video metadata and search results β ββββββββββββββββββββΌββββββββββββββββββββββββββββββββββββββββββββββββ€ β Apify β Scrape YouTube transcripts and X/Twitter data β ββββββββββββββββββββΌββββββββββββββββββββββββββββββββββββββββββββββββ€ β Reddit API β Pull trending posts from subreddits β ββββββββββββββββββββΌββββββββββββββββββββββββββββββββββββββββββββββββ€ β Perplexity AI β Get real-time AI news summaries β ββββββββββββββββββββΌββββββββββββββββββββββββββββββββββββββββββββββββ€ β OpenAI β Content analysis and summarization β ββββββββββββββββββββΌββββββββββββββββββββββββββββββββββββββββββββββββ€ β OpenRouter β Report generation (GPT-4.1) β ββββββββββββββββββββΌββββββββββββββββββββββββββββββββββββββββββββββββ€ β Airtable β Store collected content β ββββββββββββββββββββΌββββββββββββββββββββββββββββββββββββββββββββββββ€ β Gmail β Send the daily report β ββββββββββββββββββββ΄ββββββββββββββββββββββββββββββββββββββββββββββββ Step-by-Step Setup Import the workflow into your n8n instance Configure YouTube credentials: Set up YouTube OAuth2 credentials Replace YOURAPIKEY in the "Get Video Data" HTTP Request node with your YouTube Data API key Configure Apify credentials: In the "Get Transcripts" and "Scrape X" HTTP Request nodes, replace YOURAPIKEY in the Authorization header with your Apify API token Configure Reddit credentials: Set up Reddit OAuth2 credentials (see note below) Configure AI service credentials: Add your Perplexity API credentials Add your OpenAI API credentials Add your OpenRouter API credentials Configure Airtable: Create a base called "AI Content Hub" with three tables: YouTube Videos, Reddit Posts, and Tweets Update the Airtable nodes with your base and table IDs Configure Gmail: Set up Gmail OAuth2 credentials Replace YOUREMAIL in the Gmail node with your recipient email address Customize search terms (optional): Modify the YouTube search query in "Get Videos" node Adjust the subreddit in "n8n Trending" node Update Twitter search terms in "Scrape X" node Important Note: Reddit API Access The Reddit node requires OAuth2 authentication. If you do not already have a Reddit developer account, you will need to submit a request for API access: Go to https://www.reddit.com/prefs/apps Click "create another app..." at the bottom Select "script" as the application type Fill in the required fields (name, redirect URI as http://localhost) Important: Reddit now requires additional approval for API access. Visit https://www.reddit.com/wiki/api to review their API terms and submit an access request if prompted Once approved, use your client ID and client secret to configure the Reddit OAuth2 credentials in n8n API approval can take 1-3 business days depending on your use case. --- Recommended Schedule Set up a Schedule Trigger to run this workflow daily (e.g., 7:00 AM) for a fresh content digest each morning.
by Avkash Kakdiya
How it works This workflow automates customer communication after an order is placed. It detects new orders, sends a confirmation email, waits until delivery is completed, and then follows up with AI-generated product tips. Finally, it sends AI-powered upsell recommendations after a defined delay. The workflow runs on a schedule and requires no manual handling. Step-by-step Step 1 β Order detection and confirmation** Schedule Trigger β Runs at a fixed interval to check for new orders. Postgres β Execute a SQL query β Fetches recently created orders from the database. Gmail β Send message β Sends an order confirmation email to the customer. Step 2 β Delivery status monitoring** Wait β Pauses the workflow until the expected delivery window. Postgres β Select rows β Checks the delivery status of the order. If β Verifies whether the product is marked as delivered. Wait β Delays one day and repeats the check if delivery is not completed. Step 3 β Product usage tips (AI)** OpenAI β Message a model β Generates short and practical usage tips for the product. Code β Formats the AI output into clean HTML bullet points. Gmail β Send message β Emails the usage tips to the customer. Step 4 β Upsell recommendations (AI)** Wait β Delays for two weeks after tips are sent. OpenAI β Message a model β Creates complementary product recommendations. Code β Formats the recommendations for email delivery. Gmail β Send message β Sends the upsell email to the customer. Why use this? Ensures timely and relevant customer communication Prevents sending tips before the product is delivered Improves onboarding with AI-generated usage guidance Increases repeat purchases through smart upsell emails Fully automated using database, email, and AI integrations