Workflow Templates

How it works: This workflow automates your customer service with built in notifications for your users & ticket creation with Asana. If a user submits a form, he gets send a confirmation message via WhatsApp a task is opened in Asana with his request in it. Setup: You need to add your credentials to the WhatsApp Business Cloud node. You need to add your credentials to the Asana node. Replace the placeholders with the correct phone number, id, and so on. Change the confirmation message to your liking. Optional Changes: You could extend this workflow to update your user on the progress of the ticket in Asana. You can change the messaging from WhatsApp to E-Mail. You can change the form submission service from n8n-native to Typeform or similar. You can change the task management software from Asana to the one you use. Click here to find a blog post with additional information.

This template can be used to search for an email address with Icypeas. Be sure to have an active account to use this template. How it works This workflow can be divided into three steps : The workflow initiates with a manual trigger (On clicking 'execute'). It connects to your Icypeas account. It performs an HTTP request to search for an email address. Set up steps You will need a working icypeas account to run the workflow and get your API Key, API Secret and User ID. You will need a personn firstname, lastname and domain/company name to perform the search.

Who is this for? This workflow is designed for Customer Satisfaction Managers (CSM), sales professionals, and operations managers who need to automate the analysis of client transcripts, save summarized notes to HubSpot, and route relevant feedback to the appropriate departments via email. What problem is this workflow solving? / Use Case Manually processing client conversations, extracting key insights, and distributing them to the right teams is time-consuming and error-prone. This workflow automates: Transcript analysis** using AI (OpenAI) to identify relevant content. HubSpot integration** to log meeting notes against client records. Email routing** to ensure feedback reaches the correct departments (e.g., support, sales, product, admin). What this workflow does Input Transcript: Accepts a client conversation transcript (e.g., from emails, calls, or chats). HubSpot Sync: Searches for the client’s HubSpot ID using their email. Uploads a summarized version of the conversation as meeting notes. AI-Powered Routing: Uses an OpenAI model to analyze the transcript and categorize content by department. Triggers emails (via Gmail) to route feedback to the relevant teams. Form Completion: Ends the workflow with optional user confirmation. Setup Prerequisites: n8n instance (cloud or self-hosted). HubSpot API credentials (for contact lookup and notes upload). OpenAI API key (for transcript analysis). Gmail account (for sending emails). Configuration: Replace placeholder nodes (e.g., HubSpot, OpenAI, Gmail) with your authenticated accounts. Define email templates and recipient addresses for routing. Adjust the OpenAI prompt to match your categorization criteria (e.g., "support," "billing"). How to customize this workflow to your needs Transcript Sources**: Extend the workflow to pull transcripts from other sources (e.g., Zoom, Slack). Departments**: Modify the routing logic to include additional teams or conditions. Notifications**: Add Slack/MS Teams alerts for urgent feedback. Error Handling**: Introduce retries or fallback actions for failed HubSpot/Gmail steps.

How it works The automation loads rows from a Google Sheet of leads that you want to contact. It makes a Google search via Apify for LinkedIn links based on the First name / Last name / Company. Another Apify actor fetches the right LinkedIn profile based on the first profile which is retuned The same process is done for the company that the lead works for, giving extra context. If the lead has a current company listed on their LinkedIn, we use that URL to do the lookup, rather than doing a separate Google search. A call is made to OpenRouter to get an LLM to generate an email based on a prompt designed to do personalized outreach. An email is sent via a Gmail node. Set up steps Connect your Google Sheets + Gmail accounts to use these APIs. Make an account with Apify and enter your credentials. Set your details in the "Set My Data" node to customize the workflow to revolve around your company + value proposition. I would recommend changing the prompt in the "Generate Personalized Email" node to match the tone of voice that you want your agent to have. You can change the guidelines to e.g. change whether the agent introduces itself, and give more examples in the style you want to make the output better.

This workflow automatically syncs your Zendesk tickets to your HubSpot contacts. Every 5 minutes, your Zendesk account collects all the new or updated tickets and syncs them accordingly, with your HubSpot contacts database. Prerequisites Zendesk account and Zendesk credentials HubSpot account and HubSpot credentials How it works Cron node triggers the workflow every 5 minutes. Function Item node checks all the tickets received after the last execution timestamp. Zendesk node collects all tickets updated after last execution. Zendesk node collects the user data of ticket requester. Set node collects the contact`s email, name and externalID. Merge by key node combines two inputs, ticket data and ticket requester data. If node splits the workflow conditionally, based on data received. If the data corresponds to a ticket that already exists, HubSpot node will update the ticket. If the data does not correspond to a ticket, HubSpot node creates/updates the contact. Zendesk node updates the external Id in Zendesk for the said contact. HubSpot node creates a new ticket. Zendesk node updates the ticket with the external Id. The Function Item node sets the new last execution timestamp.

Auto-Publish Social Videos to 9 Platforms via Google Sheets and Blotato Who is this workflow for? This workflow is ideal for marketers, content creators, virtual assistants, and automation specialists managing multi-platform video content. It’s especially useful for teams who want to centralize publishing via a spreadsheet and automate social distribution in one shot. What problem does this workflow solve? Manually posting videos to multiple social platforms is tedious and time-consuming. This workflow allows you to streamline video distribution using Blotato’s API — no more switching between platforms or re-uploading the same video multiple times. What this workflow does This automation reads video metadata (URL, caption, title) from a Google Sheet, uploads the video to Blotato, and automatically publishes it to Instagram, YouTube, TikTok, Facebook, LinkedIn, Threads, Twitter (X), Pinterest, and Bluesky. It also updates the sheet to reflect the publishing status (STATUS = DONE), ensuring that your data remains clean and trackable. Setup Set up your Google Sheet with the required columns: PROMPT, DESCRIPTION, URL VIDEO, Titre, row_number, and STATUS. Add your Blotato API key in the headers of the Upload Video and Post to X nodes. Replace the platform-specific IDs in the Assign Social Media IDs node (Instagram ID, Facebook Page ID, etc.). Set the schedule in the Schedule Trigger node to define when the publishing happens. > ⚠️ Disclaimer: This workflow uses Community Nodes. These are only available on self-hosted n8n instances. How to customize this workflow Add logic to skip rows already marked as DONE. Expand to more platforms supported by Blotato. Use a webhook or Telegram trigger instead of the scheduler for more interactivity. Modify content per platform if needed (caption formatting, hashtags, etc.). 📄 Documentation: Notion Guide Demo Video 🎥 Watch the full tutorial here: YouTube Demo

🚀 Automated Founder Discovery: CrunchBase to Gmail Outreach Workflow! Workflow Overview This cutting-edge n8n automation is a sophisticated founder intelligence and outreach tool designed to transform startup research into actionable networking opportunities. By intelligently connecting CrunchBase, OpenAI, and Gmail, this workflow: Discovers Startup Founders: Automatically retrieves founder profiles Tracks latest company updates Eliminates manual research efforts Intelligent Profile Processing: Extracts key professional information Filters most relevant details Prepares comprehensive founder insights AI-Powered Summarization: Generates professional email-ready summaries Crafts personalized outreach content Ensures high-quality communication Seamless Email Distribution: Sends automated founder digests Integrates with Gmail Enables rapid professional networking Key Benefits 🤖 Full Automation: Zero-touch founder research 💡 Smart Profiling: Intelligent founder insights 📊 Comprehensive Intelligence: Detailed professional summaries 🌐 Multi-Platform Synchronization: Seamless data flow Workflow Architecture 🔹 Stage 1: Founder Discovery Manual Trigger**: Workflow initiation CrunchBase API Integration**: Profile retrieval Intelligent Filtering**: Identifies key startup founders Prepares for detailed analysis 🔹 Stage 2: Profile Extraction Detailed Information Capture** Key Field Mapping** Structured Data Preparation** 🔹 Stage 3: AI Summarization OpenAI GPT Processing** Professional Summary Generation** Contextual Insight Creation** 🔹 Stage 4: Email Distribution Gmail Integration** Automated Outreach** Personalized Communication** Potential Use Cases Venture Capitalists**: Startup scouting Sales Teams**: Lead generation Recruitment Specialists**: Talent discovery Networking Professionals**: Strategic connections Startup Ecosystem Researchers**: Market intelligence Setup Requirements CrunchBase API API credentials Configured access permissions Founder tracking setup OpenAI API GPT model access Summarization configuration API key management Gmail Account Connected email Outreach email configuration Appropriate sending permissions n8n Installation Cloud or self-hosted instance Workflow configuration API credential management Future Enhancement Suggestions 🤖 Advanced founder scoring 📊 Multi-source intelligence gathering 🔔 Customizable alert mechanisms 🌐 Expanded networking platform integration 🧠 Machine learning insights generation Technical Considerations Implement robust error handling Use secure API authentication Maintain flexible data processing Ensure compliance with API usage guidelines Ethical Guidelines Respect professional privacy Maintain transparent outreach practices Ensure appropriate communication Provide opt-out mechanisms Hashtag Performance Boost 🚀 #StartupNetworking #FounderDiscovery #AIOutreach #ProfessionalNetworking #TechInnovation #BusinessIntelligence #AutomatedResearch #StartupScouting #ProfessionalGrowth #NetworkingTech Workflow Visualization [Manual Trigger] ⬇️ [Updated Profiles List] ⬇️ [Founder Profiles] ⬇️ [Extract Key Fields] ⬇️ [AI Summarization] ⬇️ [Send Email] Connect With Me Ready to revolutionize your professional networking? 📧 Email: Yaron@nofluff.online 🎥 YouTube: @YaronBeen 💼 LinkedIn: Yaron Been Transform your founder research with intelligent, automated workflows!

Workflow Overview This sophisticated n8n automation is a powerful LinkedIn engagement and networking tool designed to revolutionize professional social media interaction. By intelligently combining web scraping, AI, and automation technologies, this workflow: Discovers Relevant Content: Automatically scrapes LinkedIn posts Identifies target profiles and recent content Ensures consistent networking opportunities Generates Intelligent Interactions: Uses AI to craft contextual, professional comments Ensures human-like, valuable engagement Maintains professional tone and relevance Automates Engagement Process: Likes and comments on selected posts Increases visibility and connection potential Builds professional network systematically Comprehensive Activity Tracking: Logs all interactions in Google Sheets Provides transparent engagement history Enables performance analysis and optimization Key Benefits 🤖 Full Automation: Consistent daily networking 💡 AI-Powered Interactions: Intelligent, context-aware engagement 📊 Detailed Tracking: Comprehensive interaction logging 🌐 Professional Visibility: Strategic online presence management Workflow Architecture 🔹 Stage 1: Content Discovery Scheduled Trigger**: Daily post scanning Phantombuster Integration**: LinkedIn post scraping Targeted Profile Research**: Identifies recent posts Extracts critical post metadata 🔹 Stage 2: AI-Powered Interaction OpenAI GPT Model**: Generates contextual comments Intelligent Analysis**: Understands post content Crafts personalized responses Professional Tone Maintenance** 🔹 Stage 3: Engagement Automation Automated Liking**: Increases post visibility Intelligent Commenting**: Posts AI-generated comments Ensures meaningful interaction 🔹 Stage 4: Performance Logging Google Sheets Integration** Comprehensive Activity Tracking** Interaction History Preservation** Potential Use Cases Sales Professionals**: Lead generation and networking Marketers**: Increased brand visibility Recruiters**: Talent discovery and engagement Entrepreneurs**: Professional network expansion Content Creators**: Audience interaction and growth Setup Requirements Phantombuster Account API key Configured LinkedIn scraping agents Profile URL list OpenAI API GPT model access API key for comment generation Preferred language model Google Sheets Connected Google account Prepared tracking spreadsheet Appropriate sharing settings n8n Installation Cloud or self-hosted instance Workflow configuration API credential management Future Enhancement Suggestions 🤖 Advanced sentiment analysis 📊 Engagement performance metrics 🎯 Intelligent post targeting 🔍 Machine learning optimization 🌐 Multi-platform support Technical Considerations Implement robust error handling Use exponential backoff for API calls Maintain flexible engagement strategies Ensure compliance with platform guidelines Ethical Guidelines Respect professional networking etiquette Maintain genuine, value-adding interactions Avoid spammy or repetitive engagement Prioritize quality over quantity Connect With Me Ready to revolutionize your professional networking? 📧 Email: Yaron@nofluff.online 🎥 YouTube: @YaronBeen 💼 LinkedIn: Yaron Been Transform your LinkedIn strategy with intelligent, automated workflows! #LinkedInAutomation #AINetworking #ProfessionalGrowth #CareerStrategy #NetworkingTech #AIMarketing #ProfessionalDevelopment #SocialMediaStrategy #ContentEngagement #BusinessIntelligence

Scrape Competitor Reviews & Generate Ad Creatives with Bright data and OpenAI How the Flow Runs Fill the Form Enter the Amazon product URL to analyze competitor reviews. Trigger Bright Data Scraper Bright Data scrapes Amazon reviews based on the provided URL. Wait for Snapshot Completion Periodically checks Bright Data until the scraping is complete. Retrieve JSON Data Collects the scraped review data in JSON format. Save Reviews to Google Sheets Automatically appends the scraped reviews to your Google Sheets. Aggregate Reviews Consolidates all reviews into a single summary for simpler analysis. Analyze Reviews with OpenAI LLM Sends the aggregated reviews to OpenAI (GPT-4o mini) to summarize competitors’ main weaknesses clearly. Generate Creative Ad Image OpenAI generates a visually appealing 1080x1080 ad image addressing these identified pain points. Send Ad Creative via Gmail Automatically emails the creative and review summary to your media buying team for immediate use in Meta ads. What You Need Google Sheets:** Template Bright Data:** Dataset and API key: www.brightdata.com OpenAI API Key:** For GPT-4o mini or your preferred LLM Automation Tool:** Ensure it supports HTTP Requests, Wait, Conditional (If), Google Sheets integration, Form Trigger, OpenAI integration, and Gmail integration. Form Fields to Fill Amazon Product URL:** Enter the competitor’s product URL from Amazon. Setup Steps Copy the provided Google Sheet template. Import the JSON workflow into your automation tool. Update credentials for Bright Data, Google Sheets, Gmail, and OpenAI. Test manually by submitting the form and verifying functionality. Optional: Set a schedule for regular workflow execution. Bright Data Trigger Example [ { "url": "https://www.amazon.com/example-product" } ] Tips Frequently update URLs to ensure fresh insights. Allow more wait time for extensive data scrapes. Focus on targeted products to optimize cost-efficiency. Need Help? Email: Yaron@nofluff.online Resources: YouTube: https://www.youtube.com/@YaronBeen/videos LinkedIn: https://www.linkedin.com/in/yaronbeen/ Bright Data Documentation: https://docs.brightdata.com/introduction

Automated outreach system that identifies and contacts potential leads from CrunchBase with personalized, timely messages. 🚀 What It Does Identifies target companies and contacts Personalizes email content Schedules follow-ups Tracks responses Integrates with email providers 🎯 Perfect For Sales development reps Business development teams Startup founders Investment professionals Partnership managers ⚙️ Key Benefits ✅ Automated lead generation ✅ Personalized outreach at scale ✅ Follow-up automation ✅ Response tracking ✅ Time-saving workflow 🔧 What You Need CrunchBase API access Email service (e.g., Gmail, SendGrid) n8n instance CRM (optional) 📊 Features Contact information extraction Email template personalization Send time optimization Open/click tracking Response handling 🛠️ Setup & Support Quick Setup Start sending in 30 minutes with our step-by-step guide 📺 Watch Tutorial 💼 Get Expert Support 📧 Direct Help Transform your outbound sales process with automated, personalized outreach to high-quality leads from CrunchBase.

🚀 AI-Powered YouTube Video Summary Distributor: From Channel to Community! Workflow Overview This sophisticated n8n automation transforms YouTube content discovery into a seamless, multi-platform intelligence sharing process. By intelligently connecting YouTube RSS, AI summarization, and content distribution platforms, the workflow: Discovers New Content: Monitors YouTube channels via RSS feed Captures latest video uploads Tracks content in real-time AI-Powered Summarization: Extracts video metadata Generates concise, meaningful summaries Leverages GPT-4o for intelligent content analysis Intelligent Distribution: Logs summaries in Google Sheets Sends summaries to Slack for review Publishes approved content to Reddit Detailed Setup Instructions 1. YouTube Data API Configuration Prerequisites Google Cloud Console account Enabled YouTube Data API v3 Setup Steps: Go to Google Cloud Console Create a new project Enable YouTube Data API v3 Create credentials (API Key) Store API key securely in n8n credentials Obtain channel RSS feed URL 2. OpenAI API Setup Prerequisites OpenAI account Active API subscription Configuration: Visit OpenAI Platform Generate API key Select GPT-4o model Configure API key in n8n credentials Set up billing and usage limits 3. Slack Integration Prerequisites Slack workspace Slack app permissions Setup Process: Create a Slack app in your workspace Configure OAuth scopes for sending messages Install app to workspace Obtain webhook or OAuth token Configure in n8n Slack node 4. Reddit API Configuration Prerequisites Reddit account Reddit application created Steps: Go to Reddit's app preferences Create a new application Obtain client ID and secret Configure OAuth2 credentials in n8n Select target subreddit Workflow Customization Channel Modification Replace YouTube RSS feed URL in trigger node Adjust channel_id parameter Modify extraction logic if needed Subreddit Customization Change subreddit parameter in Reddit node Adjust title and text formatting AI Summarization Tuning Modify system message in Summarizer Agent Adjust prompt for different content types Implement custom filtering Key Customization Points Modify RSS feed URL Change target subreddit Adjust AI summarization prompt Add custom filtering logic Implement multi-channel support Technical Requirements n8n v0.220.0 or higher YouTube Data API v3 OpenAI API access Slack workspace Reddit application Stable internet connection Potential Use Cases Content creator content tracking Research and trend analysis Social media content distribution Automated content curation Community engagement Security Considerations Use environment variables for API keys Implement proper OAuth2 authentication Respect platform usage guidelines Maintain user privacy Future Enhancement Roadmap Multi-language support Advanced content filtering Sentiment analysis integration Expanded platform distribution Customizable summarization parameters Workflow Visualization [YouTube RSS Trigger] ⬇️ [Extract Channel ID] ⬇️ [Fetch Video Details] ⬇️ [AI Summarization] ⬇️ [Google Sheets Logging] ⬇️ [Slack Approval] ⬇️ [Reddit Publishing] Hashtag Performance Boost 🚀 #YouTubeAutomation #AIContentDistribution #WorkflowInnovation #ContentCuration #AIMarketing #DigitalMediaTech #AutomatedSummaries #CrossPlatformContent Connect With Me Ready to revolutionize your content workflow? 📧 Email: Yaron@nofluff.online 🎥 YouTube: @YaronBeen 💼 LinkedIn: Yaron Been Transform your content strategy with intelligent, automated workflows! Note: Always test and customize the workflow to fit your specific use case and comply with platform guidelines.

Automated system that aggregates job postings from Upwork based on your criteria and delivers personalized notifications, helping you never miss relevant opportunities. 🚀 What It Does Custom job search based on keywords, skills, and categories Real-time job posting monitoring Smart filtering and prioritization Multi-channel notifications (Email/Slack/Teams) Duplicate detection 🎯 Perfect For Freelancers seeking new opportunities Agencies looking for projects Recruiters sourcing talent Business owners finding contractors Digital nomads ⚙️ Key Benefits ✅ Save hours of manual searching ✅ Get notified about relevant jobs first ✅ Never miss perfect opportunities ✅ Customizable search criteria ✅ Time-zone friendly notifications 🔧 What You Need Upwork account n8n instance Preferred notification channels setup 📊 Features Custom keyword alerts Budget range filtering Client history analysis Job type filtering (hourly/fixed) Experience level filtering 🛠️ Setup & Support Quick Setup Be up and running in 15 minutes with our step-by-step guide 📺 Watch Tutorial 💼 Get Expert Support 📧 Direct Help Transform your freelance career with automated job hunting. Spend less time searching and more time winning projects.