Workflow Templates

What this workflow does Automatically curates and sends a weekly newsletter by combining your internal blog posts with external news. The workflow researches your topic using Tavily, has Gemini write professional newsletter content, and delivers a beautifully formatted HTML email via Gmail. How it works Weekly Trigger - Runs on a configurable schedule (default: every 7 days at 9:30 AM) Dual Research - Tavily searches your company blog for internal updates AND external sources for market news in parallel AI Writing - Gemini generates a complete newsletter with warm intro, product updates section, and curated news Email Assembly - Merges AI content with a professional HTML template Delivery - Gmail sends the formatted newsletter to your subscribers Setup steps Open the Set newsletter config node to customize: Topic (what Tavily searches for) Newsletter name, author, email title Logo URL, blog URL, subscribe URL Add your Tavily API credentials (get a key at tavily.com) Add your Google Gemini API credentials Add your Gmail OAuth credentials Update the recipient email in the Send newsletter node Test with manual execution before enabling the schedule API keys required | Service | Purpose | Cost | |---------|---------|------| | Tavily | Web search for blog + news | Free tier available | | Google Gemini | Newsletter writing | Free tier available | | Gmail | Email delivery | Free |

Automated QuickBooks New Customer Welcome Emails This workflow provides a robust solution for QuickBooks users looking to automate their new customer onboarding process. It solves the time-consuming and error-prone task of manually sending welcome emails by creating a fully automated system that ensures every new customer receives a timely, personalized, and professional welcome. The workflow periodically checks your QuickBooks Online account for new entries. To prevent sending duplicate emails to existing customers, it cleverly uses a Google Sheet as a simple database, tracking every customer who has already been contacted. This makes the process reliable and safe to run on an automated schedule. This template was crafted with care by the team at Elegant Biztech to help you build stronger customer relationships through smart automation. How the Workflow Operates Scheduled Trigger: The workflow initiates on a customizable schedule (e.g., every hour). Fetch Data: It simultaneously fetches all customer data from your QuickBooks account and the list of already-processed customer IDs from your Google Sheet. Find New Customers: It compares the two lists to isolate only the new customers who have not yet been processed. Log New Customers: For each new customer found, the workflow performs two logging actions: It appends their full details (Name, Company, Email, etc.) to a "log" sheet for your records. It adds their unique Customer ID to the "tracking" sheet to ensure they are not emailed again in the future. Craft Personalized Email: A Email Template node dynamically generates a beautiful, responsive HTML email, personalized with the customer's name, company, and location details. Send Welcome Email: The final node sends the uniquely crafted email to the new customer. Prerequisites Before you begin, please ensure you have the following: An active n8n instance. A QuickBooks Online account with API access. A Google account. An email service (e.g., SMTP, Gmail, Outlook) connected to n8n as credentials. Step-by-Step Setup Guide Follow these instructions carefully to configure the workflow for your use. 1. Create the Google Sheet This workflow requires a Google Sheet with two specific tabs to function as its database. Create a new Google Sheet. Rename the first tab to Processed IDs. In cell A1, create the header: CustomerIds. Create a second tab and name it New Customer Logs. In row 1, create the following headers: Customer_Name, Company_Name, Email_ID, Phone_No, Customer_ID. 2. Connect Your Accounts You must authenticate your accounts in the designated nodes. Get many Customers node:** Select this node and connect your QuickBooks Online credentials. Read Old Customers node:** Connect your Google Sheets account credentials here. This will be automatically used by the other Google Sheets nodes. Send Personalized Welcome Email node:** Connect the credentials for the email account you wish to send from. 3. Configure the Google Sheets Nodes Point the workflow to the correct sheet and tabs you just created. Read Old Customers node:** In the Document ID field, select your new Google Sheet. In the Sheet Name field, select the Processed IDs tab. Log New Customer Details node:** Verify the Document ID field is correctly set to your Google Sheet. In the Sheet Name field, select the New Customer Logs tab. Log New Customer ID for Tracking node:** Verify the Document ID is correct. In the Sheet Name field, select the Processed IDs tab. 4. Customize the Email Template Personalize the welcome email to match your brand. Open the Code node. Inside the code editor, find and replace these four placeholder values: Your Logo URL: Replace the placeholder link with a public URL to your company's logo. Your Website Link: Replace the placeholder with a link to your website's dashboard or homepage. Your Support Email: Replace the mailto: link with your company's support email. Your Company Name: Update the company name in the copyright footer. Next, select the Send Personalized Welcome Email node and update the Subject field with your company's name. 5. Activate the Workflow Open the Scheduler node to set the schedule for how often you want the workflow to run. Save the workflow. Click the Active toggle at the top right of the screen. Your automated welcome email system is now live! For questions or to explore more custom solutions, visit us at elegantbiztech.com.

Description Automate Zendesk ticket follow-up management by fetching pending tickets daily, enriching and logging them into Google Sheets, creating ClickUp tasks for team reminders, and sending professional follow-up emails to customers. Keeps your support pipeline clean and ensures no pending tickets fall through the cracks. 🎫📊📧✅ What This Template Does Triggers daily (Mon–Fri at 8 PM) to check Zendesk for pending tickets. ⏰ Filters only "pending" status tickets to reduce noise. 🔍 Formats ticket data with priority, age, and attention flags. 🧠 Logs all tickets into Google Sheets for reporting and analytics. 📊 Creates ClickUp tasks for team follow-up and accountability. 📋 Generates professional HTML follow-up emails grouped by customer. 🎨 Sends emails via Gmail with ticket details and next steps. 📧 Key Benefits Ensures no pending Zendesk tickets are forgotten. ⏱️ Builds a historical log for analytics and audit trails. 🧾 Keeps your support team accountable with ClickUp tasks. ✅ Delivers personalized, branded follow-up emails to customers. 💡 Reduces manual effort in tracking and responding to tickets. 🔄 Features Schedule Trigger – Runs Mon–Fri at 8:00 PM. 🗓️ Zendesk Integration – Fetches pending tickets automatically. 🎫 Smart Data Processing – Cleans descriptions, calculates age, flags urgent tickets. ⚡ Google Sheets Logging – Maintains a structured log with Ticket ID, URL, tags, status, etc. 📈 ClickUp Tasks – Automatically creates tasks per pending ticket. 📋 Email Generation – Groups tickets per customer, builds professional HTML follow-ups. 🎨 Gmail Delivery – Sends personalized follow-ups directly to customers. 📧 Requirements n8n instance (cloud or self-hosted). Zendesk API credentials with read access. Google Sheets OAuth2 credentials with write access. ClickUp API credentials for task creation. Gmail OAuth2 credentials for sending emails. Pre-configured Google Sheet for pending ticket tracking. Target Audience Customer support teams managing Zendesk tickets. 🎧 SaaS companies wanting automated follow-ups. 🚀 CS managers ensuring accountability in ticket handling. 🛠️ SMBs reducing customer wait time with proactive follow-ups. 🏢 Remote support teams needing automated reminders and logs. 🌐 Step-by-Step Setup Instructions Connect Zendesk, Google Sheets, ClickUp, and Gmail credentials in n8n. 🔑 Update the schedule trigger (default: Mon–Fri at 8:00 PM). ⏰ Replace the Google Sheet ID with your pending ticket log sheet. 📊 Configure your ClickUp space/list IDs for task creation. 📋 Update email branding and sender address in the email generator. 🎨 Test with sample tickets to validate Sheets logging, ClickUp tasks, and Gmail delivery. ✅

Overview Automate AI content creation from request to approval. While AI writes quickly, human review often delays delivery—and multiple tools create workflow gaps and version confusion. This unified solution streamlines the entire process, enabling teams to produce quality content at scale with transparent tracking. How it works Submit a form with your topic, tone, and keywords. GPT-4o generates the content and assigns a quality score (0–100). The reviewer receives an email to approve, edit, or reject the draft—all actions are automatically logged in Google Sheets for tracking and audit purposes. Setup steps Import the workflow JSON file into n8n Connect your OpenAI and Google account credentials Update three variables in the workflow: SHEET_ID (your Google Sheets document ID), REVIEWER_EMAIL (recipient for review notifications), and WEBHOOK_URL (for form submissions) Test the workflow with a sample submission Workflow Stages Submit a form with topic, tone, and keywords. GPT-4o generates content and assigns a quality score (0–100). Reviewer receives an email to approve, edit, or reject the draft. All review actions are automatically logged in Google Sheets with timestamps and approval status. Requirements n8n v1.0+ instance, OpenAI API key with GPT-4o access, and Google Workspace with OAuth2 credentials. Custom options Choose model: gpt-4o, 4o-mini, or 3.5-turbo. Adjust score weights: Readability 40%, Keywords 30%, Length 30%. Key benefits Generate drafts 99% faster and approve content 95% quicker. Centralized tracking ensures clarity and accountability.

This template allows you to automatically process scanned invoices from Google Drive, extract key information using AI, and organize the data in Google Sheets with email notifications. Overview This comprehensive workflow automates the entire invoice processing pipeline by monitoring a Google Drive folder for new invoice uploads, intelligently processing both PDF and image formats, extracting structured data using AI-powered information extraction, and automatically organizing the results in a Google Sheet while sending email notifications. The system handles various file formats and includes smart fallback mechanisms for challenging documents like CamScanner PDFs. How it Works File Monitoring: The workflow continuously monitors a specified Google Drive folder for new invoice files using a trigger that checks every minute for newly created files. File Processing: When new files are detected, the system downloads them and determines the file type (PDF or image) using a smart switch mechanism. Text Extraction: For PDFs: Attempts direct text extraction first For Images: Uses OCR.Space API for optical character recognition For problematic PDFs (like CamScanner): Falls back to OCR processing AI Information Extraction: Processes the extracted text through OpenAI's language model to identify and extract key invoice information including: Company name Total amount Currency Invoice date Invoice number Data Storage: Automatically appends the extracted information to a Google Sheet with links back to the original scanned documents. Notification: Sends formatted email notifications via Mailgun when new invoices are processed, including an HTML table summary. How to Use Setup Google Drive: Create a dedicated folder in Google Drive for invoice uploads and note the folder ID. Configure Credentials: Set up the following credential connections in n8n: Google Drive OAuth2 API Google Sheets OAuth2 API OpenAI API OCR.Space API Mailgun API Update Configuration: Replace the Google Drive folder ID with your target folder Replace the Google Sheets document ID with your destination spreadsheet Update email addresses in the Mailgun node Test the Workflow: Use the manual trigger to process existing invoices in your folder for initial testing. Activate: Enable the workflow to start automatic monitoring of new invoice uploads. Requirements External APIs: OpenAI API** - For AI-powered information extraction from invoice text OCR.Space API** - For optical character recognition of image-based invoices Mailgun API** - For sending email notifications Google Services: Google Drive API** - For monitoring folders and downloading files Google Sheets API** - For storing extracted invoice data Setup Prerequisites: Google Drive folder dedicated to invoice uploads Google Sheet with appropriate column headers (date, company name, total, currency, invoice number, scan link, etc.) Email domain configured with Mailgun (or alternative email service) OCR.Space account for image processing capabilities: https://ocr.space/OCRAPI Recommended Settings: Set the Google Drive trigger to check for new files every minute Ensure sufficient API rate limits for your expected invoice volume Configure proper error handling for failed OCR or AI extraction attempts

LinkedIn Lead Enrichment & Cold-Email Sender with Apify + OpenRouter + Gmail Most teams spend hours hunting LinkedIn profiles, enriching company data, and writing cold emails manually. This workflow does it all automatically: lead enrichment, email generation, and sending — directly from a simple Google Sheet. Benefits Find verified LinkedIn profiles with Apify scrapers Enrich company data automatically from LinkedIn Generate fully personalized cold emails with Claude 3.7 Sonnet (OpenRouter) Send emails directly through Gmail Batch-safe with error handling so the workflow never stalls Log all results and errors back to Google Sheets How It Works Add leads (First Name, Last Name, Company, Email) to Google Sheets Loop through leads in batches to avoid rate limits Search Google for “{First} {Last} {Company} site:linkedin.com” and keep only profile links Fetch person details via Apify linkedin-profile-detail (continue even if some fail) Enrich company data: use current_company_url or search for company page if missing Fetch LinkedIn company details via Apify linkedin-company-detail Generate subject + email body with Claude 3.7 Sonnet (validated with structured JSON output) Send email with Gmail OAuth2 and log status to Google Sheets Who Is This For B2B founders doing manual outbound SDR teams building lead lists Lead-gen and growth agencies wanting scalable outreach Setup Connect Google Sheets (select your leads sheet) Add Apify token for all scrapers (rag-web-browser, linkedin-profile-detail, linkedin-company-detail) Enter OpenRouter API key (Claude 3.7 Sonnet or preferred model) Connect Gmail via OAuth2 Configure sender_name, signature, and domain settings Set batch size, retries, and rate-limit thresholds ROI & Monetization Save 5–8 hours per week on research and copywriting Offer as a $1k–$3k/month outreach automation for clients Upsell deliverability monitoring and sequence testing for premium retainers Strategy Insights In the full walkthrough, I show how to: Build this workflow step by step with resilient error handling (alwaysOutputData, continue on error) Pitch it as a “Done-For-You Personalized Outreach System” Automate outreach to agencies, consultants, and SaaS teams that need enrichment Turn this into recurring revenue with retainers Check Out My Channel For more advanced AI automation systems that generate real business results, check out my YouTube channel where I share the exact strategies I use to build automation agencies, sell high-value services, and scale to $20k+ monthly revenue.

How it works Complaints arrive via Gmail or a web form webhook Claude AI classifies each complaint: fault category, priority (P1/P2/P3), tenant tone, and drafts an acknowledgement email The right technician is looked up in Airtable by fault category A work order is created and the tenant receives an ACK email with their ticket reference and SLA commitment The FM team is notified in Slack with ticket summary An hourly schedule checks open tickets — any past their SLA deadline trigger an urgent escalation to FM management How to set up Connect Gmail to the Gmail Trigger and Send ACK email nodes Create your Airtable base with a Complaints table and a Technician table (one row per fault category) Connect Airtable, Anthropic, and Slack in their respective nodes If using a web form, point it to the Webhook URL

This workflow helps contact centers and support teams automatically evaluate call quality and send coaching feedback without manual review. It uses AI to transcribe calls, score performance, detect risks, and generate clear feedback for agents. How it works Fetch recordings The workflow watches a Google Drive folder and downloads new call audio files automatically. Transcribe with AI Each recording is converted into a structured transcript using the Gemini model. Score performance An AI Agent evaluates the transcript against key criteria such as empathy, solution quality, clarity, and policy adherence. Detect risks and insights The workflow flags potential issues (e.g. missing consent or sensitive data) and extracts sentiment for both agent and customer. Send coaching email A personalized performance summary with strengths and improvement points is generated and sent to the agent via Gmail. Setup steps Connect Google Drive and select your recordings folder Add your Gemini API key for transcription Add your OpenAI key for scoring and feedback generation Connect Gmail to send automated coaching emails (Optional) Customize scoring criteria inside the AI Agent node

How it works This workflow automates the entire lifecycle of a service-based client, combining four distinct business flows into a single view: Intake Leads: Receives a webhook from your form builder, validates the data, optionally enriches the email using Clearbit, and creates records in Airtable and Notion. Manage Bookings: Processes scheduling webhooks to update lead status, create Google Calendar events, and send pre-call survey emails. Send Reminders: Runs a daily schedule to scan Airtable for upcoming calls and automatically sends 24h reminder emails to reduce no-shows. Onboard Clients: Reacts to successful payments by marking leads as "Paid," generating a Notion Onboarding Checklist, and sending a Welcome Kit via Email and WhatsApp. Set up steps Configure Credentials: Connect your accounts for Airtable, Notion, Slack, Google Calendar, and GMAIL. (Optional) Add credentials for Clearbit (enrichment) and Twilio (WhatsApp). Customize Emails: Open the four Email Send nodes. Customize the Body Text with your own booking links and survey URLs. Configure Tables & IDs: Update the Airtable nodes with your specific Base and Table names (e.g., tblLeads). Update the Notion nodes with your Database IDs for Projects and Onboarding. Connect Webhooks: Copy the Production URLs from the three Webhook nodes (Lead Intake, Booking, Payment) and paste them into your respective form, calendar, or payment provider settings.

How it works This AI Customer Success Risk Prediction workflow revolutionizes customer retention by predicting churn risk 30-90 days before it happens. Here's the high-level flow: Daily Data Collection → AI Multi-Signal Analysis → Risk Scoring & Prediction → Smart Risk Routing → AI-Generated Personalized Interventions → CRM Updates & Team Alerts The system automatically gathers data from your product analytics, support system, billing platform, and email tools, then uses GPT-4 to analyze patterns and predict which customers are at risk. It creates personalized intervention strategies and routes them based on urgency level. Set up steps Time to set up: Approximately 45 minutes Prerequisites: Active accounts with your analytics platform, support system, billing provider, CRM, and AI provider Step 1: Import & Configure Workflow (5 minutes) Import the workflow JSON into your n8n instance Review the 3 comprehensive sticky notes for context Understand the AI analysis logic and intervention strategies Step 2: Set Environment Variables (10 minutes) Configure these critical variables: ANALYTICS_API_URL and ANALYTICS_API_KEY HIGH_RISK_SLACK_CHANNEL (for critical alerts) CS_TEAM_EMAIL (intervention sender) CRM_BASE_URL and CALENDAR_BOOKING_URL Step 3: Configure API Credentials (20 minutes) Set up secure credential connections for: OpenAI/Anthropic API (AI analysis engine) Analytics platform (Mixpanel/Amplitude/GA) Support system (Zendesk/Intercom) Billing platform (Stripe/Chargebee) HubSpot CRM (risk data storage) Slack API (team notifications) SMTP/SendGrid (email delivery) Step 4: Customize AI Prompts & Risk Thresholds (8 minutes) Review and adjust the AI analysis prompts for your business Modify risk score thresholds (Critical 90+, High 70-89, Medium 40-69) Customize intervention email templates and tone Set your specific risk factors (usage patterns, support indicators) Step 5: Test & Activate (2 minutes) Run a test execution with sample customer data Verify AI analysis generates appropriate risk scores Check that interventions are routed correctly Activate the daily cron schedule

Create Job Folders, Tasks, Alerts, and Onboarding Emails After Stripe Payment with Google Drive, ClickUp, and Slack Categories: Payments, Project Operations, Client Onboarding This workflow creates a complete payment → project kickoff system for service-based businesses. Once a client pays via Stripe, the system automatically provisions project infrastructure, records the order, notifies the team, and sends clear next steps to the client. Built for operational reliability rather than flash, this workflow proves that strong client experiences come from consistent execution, not manual coordination. Benefits Instant Project Kickoff** – Projects are fully set up the moment payment clears Operational Consistency** – Every client starts with the same clean structure Fail‑Loud Safeguards** – Critical errors stop execution and alert the team Reduced Manual Ops** – No copying data across tools after payment Professional Client Experience** – Immediate confirmation and next steps Fully Customizable** – Folder structures and tasks are examples, not constraints How It Works Payment & Validation Listens for successful Stripe payments Verifies required customer and package data Prevents partial setup if data is missing Client & Order Identification Locates the client in your CRM using email Creates an internal order record as a source of truth Project Infrastructure Provisioning Creates a project folder structure in Google Drive (example configuration) Creates a ClickUp project list with default tasks (example configuration) Communication & Handoff Sends a welcome email with onboarding instructions to the client Notifies the internal team in Slack that work can begin Error Handling Critical failures stop execution and surface alerts Non‑critical failures alert the team but allow progress This staged approach keeps the workflow easy to reason about and safe to operate at scale. Required Setup Configuration Core Configuration Update the Workflow Configuration node: intakeFormUrl – Your onboarding or intake form parentFolderId – Google Drive folder where client projects live Required Integrations Stripe Google Drive Google Sheets (CRM + Orders) ClickUp Gmail Slack Once credentials are connected and configuration values are set, the workflow is ready for testing. Project Structure (Example Configuration) The structures below are examples only. They demonstrate how the workflow provisions infrastructure automatically. You can freely rename, remove, or replace folders and tasks to match any service or industry. Google Drive Example folder structure: YYYY-MM — Client Name — Package ├─ 01-Intake ├─ 02-Logo ├─ 03-Brand Kit ├─ 04-Website └─ 05-Final Delivery ClickUp Example default tasks: Brand Questionnaire Review Logo Concepts Brand Kit Website Build All task names, counts, and priorities are customizable. Business Use Cases Agencies delivering repeatable services Productized service businesses Freelancers managing multiple paid engagements Internal teams onboarding clients or stakeholders If work begins after payment, this workflow fits. Business Impact Faster project start times Fewer setup errors Clear ownership between sales and delivery Improved client confidence after payment Reduced operational overhead as volume scales The payment moment becomes a clean handoff instead of an operational bottleneck. Difficulty & Cost Difficulty Level:** Intermediate Estimated Setup Time:** 30–45 minutes Monthly Operating Cost:** ~$0–$10 (API usage dependent) Installation Steps Connect all required credentials Update the Workflow Configuration node Run a test Stripe payment Verify folders, tasks, email, and Slack alerts Activate the workflow Customization & Extensions This workflow is designed to plug cleanly into a larger end‑to‑end sales → delivery automation system. If you are building multiple automations, this template typically sits in the middle of the lifecycle. How It Fits Into a Larger System Common upstream and downstream integrations include: Lead & Opportunity Pipelines** When combined with lead scraping, enrichment, and qualification workflows, this automation acts as the handoff point where a qualified opportunity becomes a paid project. Proposal & Payment Flows** This workflow is commonly triggered after an automated proposal + Stripe checkout flow, ensuring that once payment clears, production begins immediately with no manual coordination. Client Intake & Brief Generation** The welcome email can link directly into automated intake form workflows that convert responses into structured briefs, creative direction, or production instructions. Production & Delivery Pipelines** Project folders and tasks created here can act as triggers for downstream workflows such as approvals, revision tracking, asset delivery, or website launches. Typical Expansion Path For fast ROI, many teams implement these stages in order: Payment → Project Kickoff (this workflow) Intake Form → Structured Brief Production Pipelines (Design / Website / Delivery) Additional layers such as lead scraping, outbound outreach, and nurture engines can be added before this workflow once delivery operations are stable. If you’re curious, I’ve built other templates that cover the steps before and after this one (lead gen, proposals, intake, production, etc.). You can find those on my profile — they’re designed to work together, but each one stands on its own.

How it works This workflow automatically generates a detailed AI-powered campaign performance report across Meta, Google and Microsoft Ads and emails it to your team every month. It reads campaign data from three tabs in a Google Sheet (Google, Meta, Microsoft), merges all rows, and passes them to a Code node that calculates KPIs and builds a structured prompt. Groq AI (Llama 3.3 70B) then analyzes the data and generates expert insights. A second Code node combines the KPIs and AI analysis into a full HTML email with platform tables, charts, benchmarks and recommendations — sent automatically via Gmail. Setup steps Create a Google Sheet with 3 tabs: Google, Meta, Microsoft Paste your monthly ad exports into the matching tab Connect your Google account in the 3 Sheets nodes and select the correct tab in each Add your Groq API key in the HTTP Request node header Connect your Gmail account in the Send node and set your recipient email Activate — the workflow runs automatically on schedule