Workflow Templates

Who’s it for This template is for individuals or households who want to: Easily digitize and track their spending from physical receipts. Automate budget management and financial reporting. Get quick insights into their spending habits on a daily and monthly basis. Stay informed about their remaining budget through Slack notifications. What it does This workflow automates your household budget tracking in several steps: Receipt Photo Upload: You upload a photo of your receipt to a webhook. Parse Receipt: An AI agent extracts the date, store name, purchased items, and total amount from the receipt text. Add to Budget Sheet: The extracted data is then appended to your designated Google Sheet. Daily Budget Report: After each receipt entry, the workflow calculates your current month's spending, remaining budget, and sends a summary to Slack. Monthly Budget Report: Once a day (triggered by a cron job), it reads all budget data for the current month from Google Sheets, performs an analysis (total spending, daily average, top stores, items, and spending days), and sends a comprehensive report to Slack. How to set up Requirements n8n Account**: Self-hosted or Cloud. Google Sheets**: A Google Sheet set up with columns for "Date", "Store", "Items", and "Amount". Slack Workspace**: A Slack channel where you want to receive budget updates. OpenRouter Account**: An API key for OpenRouter to use their chat models. Steps Google Sheets Setup: Create a new Google Sheet (or use an existing one) and name it "Household Budget". In the first sheet (e.g., "Sheet1"), set up the following headers in the first row: "Date", "Store", "Items", "Amount". Share the Google Sheet with the service account email associated with your n8n Google Sheets credentials, granting "Editor" access. In the 'Add to Budget Sheet' and 'Get Budget Sheet (Daily)' nodes, select your Google Sheet and the appropriate sheet name. OpenRouter Credentials: Sign up or log in to OpenRouter (https://openrouter.ai/). Generate an API key. In n8n, create a new "OpenRouter" credential using your API key. Apply this credential to the 'OpenRouter Chat Model1', 'OpenRouter Chat Model2', and 'OpenRouter Chat Model' nodes. Slack Credentials: In n8n, create a new "Slack" credential. Follow the instructions to connect your Slack workspace. In the 'Send a message' and 'Send monthly report' nodes, select the Slack channel where you want to receive messages. Make sure the Slack app has permission to post to the selected channels. Webhook URLs: After activating the workflow, the 'Receipt Photo Upload' node will generate a webhook URL. Copy this URL. You will use this URL to send receipt text (e.g., from a mobile app that scans text). Monthly Budget Adjustment: In the 'Code in JavaScript2' node, locate the line const budget = 30000; and change 30000 to your desired monthly budget in JPY. How to customize the workflow Daily Report Trigger The 'Daily Report Trigger' node is set to run once a day. You can modify its schedule to trigger more or less frequently by adjusting its cron settings. AI Model You can change the AI models used in the 'OpenRouter Chat Model' nodes to any other large language model supported by n8n, such as OpenAI, Anthropic, or custom hosted models, by updating the credentials and model names. Output Formatting The Slack messages generated by the 'Report Budget' and 'Monthly Report' nodes can be customized by editing the systemMessage and text parameters in those nodes to change the tone, content, or language of the reports. Additional Integrations You can extend this workflow by adding more nodes: Integrate with other accounting software. Send notifications to different platforms (e.g., email, Discord, Telegram). Add sentiment analysis to your spending habits. Categorize expenses automatically based on items or stores using another AI node.

How it works This workflow automatically evaluates refund and chargeback risk for incoming e-commerce orders. Orders are received via a webhook, processed individually, and checked to avoid duplicate analysis. Each transaction is normalized and sent to OpenAI for structured risk scoring and classification. Results are logged for auditing, alerts are triggered for high-risk cases, and processed orders are marked to prevent reprocessing. Step-by-step Step 1 – Ingest incoming orders** Webhook – Receives single or bulk order payloads from external systems. Split Out – Breaks array-based payloads into individual order records. Split In Batches – Iterates through each order in a controlled loop. Step 2 – Deduplication check** IF (DEDUPE CHECK) – Verifies whether an order was already processed and skips duplicates. Step 3 – Normalize transaction data** Code (Normalize Data) – Validates required fields and standardizes order, customer, and behavioral attributes. Step 4 – AI risk assessment** OpenAI (Message a model) – Sends normalized transaction data to the AI model and requests a strict JSON risk evaluation. Step 5 – Parse AI output** Code (Parse AI Output) – Cleans the AI response and extracts risk score, risk level, key drivers, and recommendations. Step 6 – Log results** Google Sheets (Append) – Stores timestamps, order details, and AI risk outcomes for reporting and audits. Step 7 – Risk decision and alerts** IF (High Risk) – Filters only transactions classified as HIGH risk. Discord – Sends real-time alerts to operations or finance teams. Gmail – Emails finance stakeholders with full risk context. Step 8 – Mark order as processed** Google Sheets (Update) – Updates the source row to prevent duplicate processing. Why use this? Automatically detects high refund or chargeback risk before losses occur. Eliminates manual review with consistent, AI-driven risk scoring. Sends instant alerts so teams can act quickly on high-risk orders. Maintains a clear audit trail for compliance and reporting. Scales easily to handle single or bulk order evaluations.

Who it's for Construction and renovation businesses that need to generate detailed quotes from customer inquiries—plasterers, painters, contractors, renovation specialists, or any construction service provider handling quote requests through online forms. What it does Automatically transforms JotForm submissions into professional, itemized construction quotes with complete CRM tracking—no subscription needed (saving €200-500/year). When a customer fills your project request form (specifying wall/ceiling areas, finish types, ceiling heights, wet areas, prep work), the workflow extracts measurements, normalizes service selections, applies intelligent pricing rules from your Supabase catalog, calculates line items with material and labor costs plus proper VAT handling, stores everything in a structured CRM pipeline (customer → project deal → estimate), and generates a branded HTML email ready for delivery. This self-hosted pricing engine replaces paid invoicing software for quote generation, saving thousands over time while eliminating manual takeoffs and quote preparation— from 30-60 minutes to under 30 seconds. How it works Stage 1: JotForm webhook triggers → Parser extracts project data (m² measurements, service types, property details) → Normalize Dutch construction terms to database values → Save raw submission for audit trail Stage 2: Upsert customer record (idempotent on email) → Create project deal → Link to form submission Stage 3: Fetch active pricing rules → Calculate line items based on square meters, service type (smooth plaster vs decorative), ceiling height premiums, property status (new build vs renovation), wet area requirements → Apply conditional logic (high ceilings = price multiplier, prep work charges, finish level) → Group duplicate items → Save estimate header + individual lines Stage 4: Query optimized view (single call, all data) → Generate professional HTML email with logo, itemized services table (description, m², unit price, totals), VAT breakdown, CTA buttons, legal disclaimer Setup requirements Supabase account** (free tier sufficient) - Database for CRM + pricing catalog JotForm account** (free tier works) - Form builder with webhook support Email service** - Gmail, SendGrid, or similar (add your own email node) How to set up 1. Database setup (2 minutes): Run this workflow's "SQL Generator" node to output complete schema Copy output → Paste in Supabase SQL Editor → Click Run Creates 9 tables + 1 optimized view + sample construction services (plastering €21-32/m², painting €12-15/m², ornamental work, ceiling finishes) 2. Credentials: Add Supabase credentials to n8n (Project URL + Service Role Key from Supabase Settings → API) No JotForm credentials needed (uses webhook) 3. JotForm webhook: Clone demo construction form: [jotform stucco planet demo](https://form.jotform.com/252844786304060 )- Form fields: Property type, postcode, services needed, wall/ceiling m², finish level, ornament quantities, molding meters, wet areas, ceiling heights, prep removal, start date, customer contact Settings → Integrations → Webhooks → Add your n8n webhook URL Test with preview submission 4. Customize email: Update company info in "Generate Email HTML" node (logo, business address, contact details, Chamber of Commerce number, VAT number) Adjust colors/branding in HTML template Available in Dutch and English versions How to customize Add your construction services: Edit price_catalog table in Supabase (no code changes): INSERT INTO price_catalog (item_code, name, unit_price, vat_rate, unit_type) VALUES ('DRYWALL_INSTALL', 'Drywall Installation', 18.50, 9, 'm²');

This Template Demonstrates How To Automate Sending Real Estate Research Reports. Use cases are many: send recurring market updates to investors, distribute new listings context to buyers, or push periodic area snapshots to your client base — all without touching it manually after the first setup. Good to know Exa AI charges per search query. Check Exa AI Pricing for the latest rates before running at scale. Instantly AI has rate limits on lead uploads. The workflow handles this with a built-in wait node between batches, but check your plan limits before sending to large lists. PandaDoc document generation is asynchronous the workflow polls for completion before moving forward, so generation time will vary depending on template complexity. How it works PHASE 1: RESEARCH A Schedule Trigger kicks off the workflow on your chosen cadence. A research task is created and submitted to Exa AI, which pulls market data, listings context, and pricing signals from the web. The workflow polls Exa AI until the task is complete. An If + Wait loop handles this — once confirmed, the structured data moves to Phase 2. PHASE 2: REPORT GENERATION The structured research data is sent to PandaDoc via API. It fills directly into your pre-built real estate template — fixed layouts, brand rules, section structure already in place. The workflow polls PandaDoc until the document is fully generated. Another If + Wait loop ensures nothing proceeds with an incomplete report. The result is a clean, consistent report every time — no manual formatting or cleanup needed. PHASE 3: SEND VIA INSTANTLY AI The finalised report is sent to a Slack channel for human approval before anything goes out to clients. Once approved, the workflow fetches your client or investor list from Google Sheets. Contacts are batched, uploaded to Instantly AI, and each one receives a personalised report email — no manual sending, no individual copy-pasting. Send status is written back to your Google Sheet so you always know who's been contacted. A final Slack message confirms the full distribution is complete. Closed loop, fully hands-off. How to use The Schedule Trigger is used as the default starting point. Replace it with a webhook or form trigger if you want to run reports on demand instead. Set up your PandaDoc template with your preferred layout and branding before connecting. The workflow fills data in — it won't generate a layout for you. Configure Google OAuth via Google Console. Create a project, apply your Client ID and Secret in the Google Sheets node credentials. Set up your email sequences and sender accounts inside Instantly AI before the first run. Create a dedicated Slack channel or DM for approval routing and completion notifications. Requirements Exa AI — web research PandaDoc API — report template and document generation Google OAuth — client and investor list via Google Sheets Slack API — approval routing and completion notification Instantly API — personalised email delivery at scale n8n instance (self-hosted or cloud) Customising this workflow Swap Google Sheets for a CRM like HubSpot, Airtable, or GoHighLevel as your contact source — just replace the Fetch Contact node with your preferred integration. Replace the Slack approval step with an email approval flow if your team doesn't use Slack. This pattern works beyond real estate — try it for fund updates, commercial property briefs, or any recurring report where the structure stays fixed but the data changes. Add an AI summarisation node before PandaDoc to condense the Exa research output further before it fills into the template.

Try It Out! This n8n template uses AI to automatically respond to your Gmail inbox by drafting response for your approval via email. How it works Gmail Trigger** monitors your inbox for new emails AI Analysis** determines if a response is needed based on your criteria Draft Generation** creates contextually appropriate replies using your business information Human Approval** sends you the draft for review before sending Auto-Send** replies automatically once approved Setup Connect your Gmail account to the Gmail Trigger node Update the "Your Information" node with: Entity name and description Approval email address Resource guide (FAQs, policies, key info) Response guidelines (tone, style, formatting preferences) Configure your LLM provider (OpenAI, Claude, Gemini, etc.) with API credentials Test with a sample email Requirements n8n instance (self-hosted or cloud) Gmail account with API access LLM provider API key Need Help? Email Nick @ nick@tropicflare.com

Simple Coupon Points Tracker with Google Sheets and Weekly Summary Email Take full control of your expected loyalty points. This workflow helps you log every coupon and the points you should receive, store proof of purchase, and get a weekly summary so you can quickly spot any points that haven’t been credited and follow up with the program if needed. Who’s it for Ideal for frequent coupon users or anyone collecting loyalty points from programs like Payback, Miles & More, or similar reward systems. If you want a centralized, reliable way to track expected points, organize screenshots, and make sure nothing goes missing, this workflow is built for you. How it works Log coupon details and screenshots: Submit your coupon info via an n8n form. Screenshots are automatically saved in a Google Drive folder, and coupon data is appended to a Google Sheet. Weekly points summary: Every week, a scheduled trigger scans your sheet for coupons that are due to have points credited. It generates a clear summary email via Gmail so you can easily see which points are expected and follow up if the program hasn’t credited them. How to set up Google credentials: Configure OAuth2 credentials in n8n for Google Drive, Sheets, and Gmail. Google Drive: Create a folder for storing screenshots and link it in the workflow. Google Sheets: Create a sheet with these columns, or use the Google Sheets Template and then set the sheet ID and name in the workflow nodes. Coupon Name | Account Used to Buy | Program | Points | Bonus Points | Purchase Date | Redeem Delay (days) | Claimable Date | Coupon Screen Email node: Configure Gmail credentials and recipient address for weekly summaries. Form trigger: Open the form URL to submit coupon data from any device. Schedule trigger: Runs weekly to send the summary; timing can be adjusted. Requirements n8n instance with Google OAuth2 credentials for Drive, Sheets, and Gmail Google Drive folder ID for screenshots Google Sheets ID and sheet name for logging points Gmail account for sending summary emails Stay on top of your expected points, ensure no reward slips through the cracks, and keep proof safely stored automatically. Happy tracking!

Introduction Automates gold market tracking using AI forecasting by collecting live prices, financial news, and macro indicators (inflation, interest rates, employment) to produce real-time insights and trend predictions for analysts and investors. How It Works Every 6 hours, the system fetches market data and news → runs AI sentiment and trend analysis → generates a concise forecast report → publishes it to WordPress → and alerts users via Slack or email. Workflow Template Trigger → Fetch → Format → Merge → AI Analyze → Report → Publish → Notify Workflow Steps Schedule: Executes automatically every 6 hours using a Cron trigger. Fetch: Retrieves live gold prices (MetalPriceAPI), financial headlines (NewsAPI), and macroeconomic indicators (FRED). Format & Merge: Cleans, normalizes, and merges all data into a single structured dataset for AI analysis. AI Analyze (OpenAI): Performs sentiment, trend, and correlation analysis to forecast short-term gold price movements. Report Generation: Creates a concise summary report with forecasts, insights, and confidence metrics. Publish & Notify: Automatically posts to WordPress and sends alerts via Slack and Email to keep analysts updated. Setup Add API keys: MetalPrice, NewsAPI, FRED, OpenAI, WordPress, Slack, Gmail. Configure scheduling interval, API endpoints, and authentication in n8n. Predefine WordPress post format and Slack message templates for smooth automation. Prerequisites n8n v1.0+, API keys, OAuth credentials, and internet access. Use Cases Investment forecasting, financial newsletter automation, or market monitoring dashboards. Customization Add cryptocurrency or stock tracking, modify AI prompts, or route summaries to Telegram, Notion, or Google Sheets. Benefits Saves analyst time, ensures consistent insights, enhances accuracy, and delivers timely, AI-driven financial intelligence.

Description Keep your product and project teams perfectly aligned by automatically syncing task dependencies between Jira and Monday.com. This workflow ensures real-time visibility into cross-platform blockers and dependencies, allowing smoother delivery across multiple teams and tools. 🔄📅💼 What This Template Does Step 1: Trigger the workflow on a schedule or manual run. Step 2: Fetch project tasks and dependencies from Jira. Step 3: Retrieve matching items from Monday.com based on linked project IDs or issue keys. Step 4: Compare dependencies between both systems. Step 5: Identify mismatched or missing dependencies across platforms. Step 6: Send summarized reports to Slack or Gmail for team visibility. Step 7: Optionally update Monday.com or Jira items with dependency status tags. Key Benefits ✅ Maintain alignment across multiple projects and teams. ✅ Detect and resolve dependency conflicts before they cause delays. ✅ Automate visibility — no more manual cross-checking. ✅ Simplify multi-tool management for product and engineering leads. Features Integration between Jira Cloud and Monday.com API Cross-dependency comparison logic Scheduled or manual execution Slack/Gmail notifications for updates or conflicts Custom mapping for project and issue identifiers Requirements Jira Cloud account with API credentials Monday.com API key or OAuth2 token Optional: Slack or Gmail credentials for notifications n8n instance (cloud or self-hosted) Target Audience Product and Project Managers coordinating across tools 🧩 Engineering Leads overseeing multi-platform sprints ⚙️ PMOs managing dependencies across cross-functional teams 📊 Operations teams aiming for unified delivery visibility 📈 Step-by-Step Setup Instructions Connect your Jira and Monday.com credentials in n8n. Map project identifiers or keys between Jira and Monday.com. (Optional) Configure Slack or Gmail for daily status alerts. Adjust the cron expression to match your monitoring schedule. Run the workflow once manually to validate mappings. Activate the workflow for ongoing dependency tracking. ✅

What it is An automated LinkedIn content system that takes a simple form (idea + optional file), generates LinkedIn posts with OpenAI, stores them in Notion, builds Google Slides carousels, and auto-publishes posts (text, image, or document) to LinkedIn on a schedule while keeping Notion in sync. Setup steps Connect integrations: link your Notion database, LinkedIn account, Google Drive/Slides, OpenAI, and Gmail in n8n. Configure the form: set up the “LinkedIn Post Generator” form with the idea field and optional file upload. Map AI outputs: wire the OpenAI nodes so they write post title, funnel stage, and content into your Notion “LinkedIn Auto Posts” database. Enable carousel flow: connect Notion → OpenAI → Google Slides template → Google Drive copy → Notion update for “Create Carousel” items. Set scheduling: use the Schedule Trigger + Notion filters (“Ready for Post” + Scheduled Date) to pick which posts go out each hour. Publish & track: send posts to LinkedIn (text, image, or document), then update Notion status to “Posted” and, if needed, send yourself an email reminder for manual carousel actions.

📘 Description This workflow automatically generates professional equity research reports for selected companies using financial data, market news, and AI analysis. It is designed for analysts, founders, and finance teams who want consistent, data-backed equity insights without manual research. On a weekly schedule, the workflow reads a list of companies from Google Sheets and processes only those marked as enabled. For each company, it collects five years of financial statements and recent market news, calculates key financial signals, and uses AI to generate a structured SWOT analysis, risk assessment, and growth outlook. The final report is converted into a PDF, logged for tracking, and emailed automatically. ⚙️ What This Workflow Does (Step-by-Step) ⏰ Weekly Scheduler Runs the workflow automatically at a fixed weekly time. 📄 Load Company List from Google Sheets Uses Google Sheets as the control panel to decide which companies are analyzed. 🔁 Iterate Enabled Companies Processes each enabled company one at a time for stable execution. 📊 Fetch Financial Statements (FMP) Pulls income statement, balance sheet, and cash flow data for the last five years. 📰 Fetch Recent Market News Retrieves the latest company-related news headlines. 🧹 Normalize Financials & News Cleans and structures all data into a consistent format. 📐 Compute Financial & Market Signals Calculates revenue growth, margins, leverage, cash flow strength, and buyback signals. 🤖 AI SWOT Analysis Generates strengths, weaknesses, opportunities, and threats using only derived signals and news. 📈 AI Risk & Growth Outlook Identifies key risks and provides a 12–24 month growth outlook. 📝 Build Equity Research Report (HTML) Combines all insights into a clean, readable report layout. 📄 Convert Report to PDF Automatically renders the HTML report into a downloadable PDF. 📊 Log Report Metadata to Google Sheets Stores PDF URL, size, timestamp, and expiry for tracking. 📧 Email Research Report Sends the PDF download link to stakeholders. 🧩 Prerequisites • Google Sheets API access • Financial Modeling Prep (FMP) API key • NewsAPI key • OpenAI API access • Gmail OAuth2 credentials • HTML-to-PDF service credentials 💡 Key Benefits ✔ Fully automated equity research reporting ✔ Consistent, repeatable analysis every week ✔ Data-backed AI insights with no assumptions ✔ No manual data collection or formatting ✔ Clean PDF reports ready for sharing ✔ Centralized tracking in Google Sheets ✔ Scales easily to multiple companies 👥 Perfect For Equity analysts Investment research teams Startup founders Finance and strategy teams Advisory and consulting firms Anyone producing regular equity research reports

Automate Personalized HR Email Outreach with Rate Limiting This workflow streamlines HR outreach by fetching contact data, validating emails, enforcing daily sending limits, and sending personalized emails with attachments, all while logging activity. How it works Read HR contact data from Google Sheets. Remove duplicates and validate email formats. Apply dynamic daily email sending limits. Generate personalized email content. Download resumes for attachments. Send emails via Gmail with attachments. Log sending status (success/failure) to Google Sheets. Setup Configure Google Sheets credentials. Configure Gmail OAuth2 credentials. Update 'Google Sheets - Read HR Data' with your document and sheet IDs. Define email content in 'Email Creator' node. Set 'Download Resume' URL to your resume repository. Update 'Log to Google Sheets' with your tracking sheet IDs. Customization Adjust the 'Rate Limiter' node's RAMP_START and LIMIT_BY_WEEK variables to match your desired sending schedule and volume.

Automate Google News Digests with AI & Gmail Approval Workflow in n8n Overview This n8n automation template shows how to automatically collect and format daily Google News digests on your chosen topics, send them to your Gmail inbox for quick approval, and—if declined—generate the next set of curated news articles until you approve. ⚠️ Disclaimer: This workflow template uses community nodes and works only on n8n self-hosted instances. == Use case Streamline content curation for social media, newsletters, or blog posts by scheduling an AI-formatted Google News workflow that saves time in finding trending stories. How to use ⏰ Schedule the automation to run at your preferred time. 🔎 Fetch the latest trending Google News on your selected topic with SerpApi integration. 🤖 Send articles in batches of 10 to an AI content formatter that generates clean HTML output. 📧 Receive an approval email in your Gmail inbox with the AI-formatted news digest. ❌ Decline the digest to trigger the next batch of 10 curated news articles until you approve. 📊 Workflow logic uses AirTable counters and a custom Code node to manage batching. Setup instructions Connect your SerpApi, AirTable, OpenAI, and Gmail accounts. In the Gmail node, set the variable $env.EMAIL_ADDRESS_ME or replace the “To” field with your email. In AirTable, create a free-tier base with two columns: WorkflowID and Counter. The workflow will manage row creation and deletion automatically. Define your news topic or keyword in the SerpApi “Search Query (q)” field. Run the workflow and check your Gmail inbox for your curated AI-powered news digest. Requirements AirTable account Gmail account SerpApi account OpenAI account Customising this workflow ⏱ Adjust the schedule in the “Schedule Trigger” node for daily, weekly, or custom timing. 🔑 Enter your niche news keyword in the “Search Query (q)” field of the SerpApi node. 📦 Change the batch size (default 10) inside the Code node “Extract Details.” 🎨 Personalize the Gmail approval email template inside the AI Agent node “Prepare Content Review Email” for branding or formatting preferences.