Workflow Templates

Outlook Inbox Tamer: AI-Powered Categorization, Auto Replies & Team Alerts This workflow automatically classifies and routes incoming Outlook emails into smart categories using n8n + OpenAI GPT-4.1-mini. It helps professionals and teams stay organized by intelligently sorting and responding to high-priority messages, customer support emails, promotions, and finance-related messages — all without manual effort. 🧠 Who’s It For Professionals or teams overwhelmed by email volume. Customer support, operations, or finance teams needing real-time triage. Anyone who wants AI to help manage and prioritize their Outlook inbox. ⚙️ How It Works Microsoft Outlook Trigger monitors your inbox for new emails. OpenAI GPT-4.1-mini analyzes each email and classifies it as one of: High_Priority Customer_Support Promotions Finance/Billing Routing node moves emails to matching Outlook folders. AI-generated replies and Telegram notifications keep the right team informed instantly. (Optional) Use Google Sheets + Manual Trigger to test with sample data before going live. 🛠️ Requirements Outlook account connected via Microsoft Outlook OAuth2. OpenAI API key** (set up in n8n credentials). (Optional) Telegram bot token for team alerts. (Optional) Google Sheets for test emails. 🔧 How to Set Up Import the workflow into your n8n instance. Add credentials for: Microsoft Outlook OpenAI Telegram (optional) Deploy and activate the workflow. Start sending or receiving emails — watch them get auto-classified and organized! 🧩 How to Customize Update the system prompt in the Email_Classifier_Agent to add more categories (like HR, Legal, etc.). Change Telegram recipients for alerts. Extend the workflow to post classified data into Notion, Slack, or CRM. 📘 Example Use Case An AI agent monitors your Outlook inbox, classifies incoming emails in real time, moves them to their respective folders, creates response drafts, and alerts your team instantly through Telegram. 💬 Connect with the Creator 👋 Created by Sandeep Patharkar 💼 Connect on LinkedIn 🌐 Join my Skool community for n8n + AI automation tutorials, live Q&As, and exclusive workflow templates. Category: Email Automation / AI Productivity Difficulty: Intermediate Estimated Setup Time: ⏱️ 10–15 minutes

Description This workflow sends an instant email alert when a task in a Google Sheet is marked as Urgent, and then sends a Telegram reminder notification after 2 hours if the task still hasn’t been updated. Then a Jira ticket is created so the task enters in the formal workflow and another Telegram message is sent with the details of the issue created. It helps teams avoid missed deadlines and ensures urgent tasks get attention — without requiring anyone to refresh or monitor the sheet manually. Context In shared task lists, urgent items can be overlooked if team members aren't actively checking the spreadsheet. This workflow solves that by: Sending an email as soon as a task becomes Urgent Waiting 2 hours Checking if the task is still open Sending a Telegram reminder only if action has not been taken Creating a Jira issue Sending a Telegram message with the details of the issue created This prevents both silence and spam, creating a smart and reliable alert system. Target Users Project Managers using Google Sheets Team leads managing shared task boards Remote teams needing lightweight coordination Anyone who wants escalation notifications without complex systems Technical Requirements Google Sheets credential Gmail credential Telegram Bot + Chat ID Google Sheet with a column named Priority Jira credential Workflow Steps Trigger: Google Sheets Trigger (on update in the “Priority” column) IF Node – Checks if Priority = Urgent Send Email – Sends alert email with task name, owner, status, deadline Mark Notified = Yes in the sheet Wait 2 hours IF Status is still not resolved Send Telegram reminder create an Issue on Jira based on the information provided Send Telegram message with the details of the ticket Key Features Real-time alerts on critical tasks Simple logic (no code required) Custom email body with dynamic fields Works on any Google Sheet with a “Priority” column Telegram notification ensures the task doesn’t get forgotten Expected Output Personalized email alert when a task is marked as "Urgent" Email includes task info: title, owner, deadline, status, next step Telegram message after 2 hours if the task is still open Automatic creation of a Jira issue with the higgest priority Telegram message to notify about the new Jira ticket How it works Trigger: Watches for “Priority” updates 🔍 Check: If Priority = Urgent AND Notified is empty 📧 Email: Sends a personalized alert ✏️ Sheet Update: Marks the task as already notified ⏳ Wait: 2-hour delay 🤖 Check Again: If Status hasn’t changed → send Telegram reminder, create Jira ticket and send the details. Tutorial video: Watch the Youtube Tutorial video About me : I'm Yassin, IT Project Manager, Agile & Data specialist. Scaling tech products with data-driven project management. 📬 Feel free to connect with me on Linkedin

Who's it for This workflow is designed for venture capitalists, private equity professionals, investment analysts, and financial researchers who need to track private securities offerings and fundraising activities in real-time. It's particularly valuable for firms building deal flow pipelines, monitoring competitor fundraising, or conducting private market research. What it does This automation continuously monitors the SEC's EDGAR database for new Form D filings, which companies file when raising capital through private placements. Every 10 minutes during business hours (Monday-Friday, 6 AM - 9 PM), it checks for new filings, downloads the complete documents, and extracts critical information into a structured Google Sheets database. The workflow captures comprehensive details including company name and contact information, key executives and their roles, fund classification, target offering amount, current capital raised, total investor count, sale status, filing dates, and regulatory exemptions being utilized (such as Rule 506(b) or 3(c)(7)). How it works The workflow operates in five main stages: Stage 1 - Feed Monitoring: A scheduled trigger activates every 10 minutes during business hours, fetching the latest Form D filing feed from the SEC EDGAR system in XML format. Stage 2 - Initial Processing: The XML feed is parsed to extract basic filing metadata including CIK numbers, company names, form types, and document URLs. The system then filters out any previously processed filings using deduplication logic and adds only new filings to your Google Sheet tracking database. Stage 3 - Selective Processing: The workflow identifies unprocessed Form D and Form D/A (amendment) filings that need detailed extraction, filtering out other form types and already-processed entries. Stage 4 - Deep Data Extraction: For each unprocessed filing, the workflow downloads the complete Form D text document, parses the embedded XML structure, and systematically extracts four categories of information: issuer details (company name, address, CIK, jurisdiction, entity type, industry classification), key personnel (executives, directors, promoters with their specific roles), offering information (total offering amount, amount already sold, remaining amount, investor count, accredited investor status), and regulatory details (exemptions claimed, sale status, offering duration). Stage 5 - Database Update: All extracted data is consolidated into a summary format and used to update the corresponding row in your Google Sheet, marking the filing as "processed". A wait node introduces a brief delay between document retrievals to comply with SEC rate limiting policies. Requirements To use this workflow, you'll need: A Google Sheet configured with these specific columns: cikNumber, title, formType, filingLinkHtml, filingLinkTxt, updated, companyName, keyExecutive, executiveRole, fundType, targetAmount, amountRaised, investorCount, salesStatus, filingDate, exemptions, status, and comment Google Sheets OAuth2 credentials connected in n8n to enable read/write access Compliance with SEC EDGAR requirements: you must update the User-Agent headers in both HTTP Request nodes (replacing the placeholder email with your own valid email address as required by SEC's fair access policy) Setup instructions Step 1: Create or prepare your Google Sheet with the exact column structure listed in the requirements section. Note your Google Sheet ID from the browser URL. Step 2: In n8n, configure your Google Sheets OAuth2 credentials through the credentials panel. Test the connection to ensure it's working properly. Step 3: Open both Google Sheets nodes in the workflow ("Add New Filing to Tracking Sheet" and "Update Filing Status in Sheet"). Update the Document ID field with your Google Sheet ID. Step 4: Critical compliance step - Open both HTTP Request nodes ("Fetch SEC Form D Feed" and "Retrieve Form D Document"). In the headers section, replace nchoudhary110792@gmail.com with your actual email address. The SEC requires this for their access logs. Step 5: Test the workflow manually first by clicking "Execute Workflow" to ensure everything connects properly and data flows to your sheet correctly. Step 6: Once verified, activate the workflow using the toggle switch. It will now run automatically on the configured schedule. Customization options Adjust monitoring frequency: Modify the Schedule Trigger node's cron expression to run more or less frequently. The default */10 6-21 * * 1-5 runs every 10 minutes during business hours on weekdays. Filter by fund type or size: Add a Filter (IF) node after "Consolidate Filing Data" to only process filings that meet specific criteria (e.g., offerings above $10M, specific fund types like hedge funds or venture capital). Add real-time notifications: Connect a Slack, Discord, or Email node after "Update Filing Status in Sheet" to receive instant alerts when high-priority filings are detected (based on criteria you define). Enrich with external data: Add HTTP Request nodes to query APIs like Crunchbase, PitchBook, or LinkedIn to supplement SEC data with additional company intelligence, funding history, or executive backgrounds. CRM integration: Replace or supplement the Google Sheets nodes with connections to your CRM (Salesforce, HubSpot, Pipedrive) to automatically create deal records or update company profiles when relevant filings appear. Historical analysis: Add a Set node to calculate metrics like month-over-month filing volume, average raise sizes by industry, or track specific companies' filing patterns over time. Multi-sheet organization: Use Router nodes to send different filing types to separate sheets (e.g., venture capital funds vs. hedge funds vs. real estate offerings) for easier analysis.

📊 Google Sheets Leads → 🎲 Random Templates → ✉️ Personalized Emails → 📝 Status Tracking What this workflow does 📊 Reads leads list from Google Sheets (Name, Email, Send Status) 🔍 Filters out already-contacted leads (skips "SENT" status) 🎲 Randomly selects email template from template library ✏️ Personalizes subject and body with lead's name 📧 Sends emails one-by-one with delays between sends ✅ Updates Google Sheet with send status and timestamp 🔁 Loops through all unsent leads automatically Why it's useful ⚡ Automate cold outreach without manual copy-paste 🎯 Avoid duplicate sends—tracks who's been contacted 📝 Rotate email templates for A/B testing and variety 👤 Personalization makes emails feel human, not spammy ⏱️ Built-in delays prevent spam flags and rate limits 📊 Full audit trail of who received what and when How it works 📊 Google Sheets (Leads) → reads Name, Email, Send Status 🚦 IF Node → filters leads where Send Status ≠ "SENT" 🔄 Loop Over Items → processes leads one-by-one 📧 Google Sheets (Templates) → fetches Subject + Body templates 🎲 Code Node → picks random template 🔀 Merge → combines lead data with template ✏️ Edit Fields → replaces [Name] with actual lead name 📨 Send Email → delivers personalized message ⏳ Wait → adds delay between sends (avoids spam flags) ✅ Google Sheets (Update) → marks as "SENT" with timestamp What you'll need 📊 Google Sheet #1: Leads (columns: Name, Email, Send Status, Time) 📧 Google Sheet #2: Templates (columns: Subject, Body) 📬 SMTP credentials (SendGrid, Mailgun, etc.) 🔐 Google Sheets OAuth Setup steps 📊 Create "Leads" sheet with columns: Name | Email | Send Status | Time 📧 Create "Templates" sheet with columns: Subject | Body (use [Name] placeholder) 🔗 Connect Google Sheets OAuth credentials 📬 Add SMTP email credentials 🧭 Update both Google Sheets node IDs to point to your sheets ⚙️ Set "From Email" in Send Email node 🧪 Test with 2-3 test leads first Customization ideas ⏱️ Adjust Wait time (30s-5min) to control send rate 📊 Add click tracking with UTM parameters 🔔 Send Slack/Telegram notification when campaign completes 🎯 Add lead scoring—prioritize high-value leads first 📈 Log opens/replies to separate tracking sheet Who it's for 🧑‍💻 Freelancers doing cold outreach to agencies 📈 Sales teams running lead generation campaigns 🚀 Startups reaching out to potential customers 🎯 Marketers testing email copy variations 💼 Business developers nurturing prospect lists Quick Setup Guide Before You Start - What You Need: 📊 Google account for Sheets access 📧 SMTP email account (Gmail, custom domain, or email service) 📝 List of leads (names + emails) ✉️ Email templates ready (with [Name] placeholders) Want help customizing? 📧 anirpoke@gmail.com 🔗 LinkedIn

Categories CRM Automation, Revenue Operations, Sales Operations, Meeting Automation Build a Revenue Ops Meeting Pipeline with Pipedrive, Calendar, Slack This workflow creates a CRM-driven revenue operations meeting pipeline that automatically coordinates meetings once a deal reaches a specific stage in Pipedrive. When a deal moves into the Meeting Booking stage, the workflow waits for the SDR to complete the meeting details, creates the event in Google Calendar, sends a confirmation email to the client, and notifies the internal team in Slack. The result is a reliable, no-manual-work system that ensures meetings are scheduled, confirmed, and communicated without human follow-up. Benefits CRM as the Single Source of Truth** All automation is triggered directly from deal stage changes. Reduced No-Shows** Clients receive timely meeting confirmations with correct links and times. Zero Manual Coordination** No copying links, sending reminders, or checking calendars. Internal Visibility** Sales teams receive Slack reminders automatically. Time-Zone Safe Scheduling** Meeting times are calculated and normalized automatically. How It Works Deal Stage Trigger (Pipedrive) Listens for deal updates in Pipedrive Runs only when the deal enters the Meeting Booking stage Prevents execution on irrelevant pipeline changes Controlled Wait Logic Pauses execution to allow the SDR to: Add the meeting link Set date, time, and duration Ensures data completeness before scheduling Data Extraction & Enrichment Fetches full deal details Extracts: Client name and email Company name Meeting link Meeting date and time Calculates ISO start and end times with time-zone handling Calendar Event Creation (Google Calendar) Creates a calendar event automatically Adds the client as an attendee Inserts the meeting link as the event location Client Email Confirmation Sends a personalized confirmation email Includes meeting date, time, and context Reduces rescheduling and confusion Internal Slack Notification Sends a reminder to a selected Slack channel Notifies SDRs and sales managers of upcoming meetings Keeps teams aligned without CRM checking Required Setup Pipedrive Deal pipeline with a defined Meeting Booking stage Meeting details stored in deal activities Google Calendar OAuth access enabled Permission to create events Gmail OAuth access enabled Email sending permissions Slack OAuth access enabled Target channel selected Business Use Cases Sales Teams Eliminate missed meetings and manual reminders Reduce admin work for SDRs Revenue Operations Standardize meeting execution across pipelines Improve forecasting reliability Founders & Managers Increase meeting attendance without micromanagement Agencies & Consultants Deliver CRM-based RevOps automation to clients Difficulty Level Intermediate Estimated Build Time 45–60 minutes Monthly Operating Cost Pipedrive: Existing plan Google Calendar: Free Gmail: Free Slack: Free or paid workspace n8n: Self-hosted or cloud Typical range: $0–20/month Why This Workflow Works Deal stage changes represent real sales intent Waiting logic prevents broken automations Calendar-first execution ensures reliability Multi-channel notifications reduce human error Possible Extensions Add SMS or WhatsApp reminders Auto-cancel meetings on stage rollback Log meeting outcomes back to Pipedrive Trigger post-meeting follow-ups Add AI-generated meeting summaries

How it Works This automated workflow transforms Zoom meeting emails into professional summaries and Google Docs. It monitors your Gmail for Zoom meeting notification emails, extracts meeting content using AI-powered analysis, and generates both email-safe HTML summaries and Google Docs-compatible text. The workflow intelligently parse meeting transcripts, creating structured summaries with attendee lists, key discussion points, action items, and next steps. It automatically creates Google Docs for record-keeping and sends formatted email summaries to meeting participants. Who is it For Perfect for project managers, team leads, executives, and meeting coordinators who regularly conduct Zoom meetings and need consistent, professional documentation. Ideal for organizations that require structured meeting records, action item tracking, and seamless integration between communication tools. Especially valuable for distributed teams, consulting firms, and corporate environments where meeting accountability and follow-up are critical. Benefits for Using this Workflow Time Savings**: Eliminates 30-60 minutes of manual meeting summary creation per meeting. Professional Consistency**: Ensures all meeting summaries follow the same structured format with headers, attendees, discussion points, and action items. Automated Documentation**: Creates searchable Google Docs archives and distributes summaries without manual intervention. Enhanced Accountability**: Clear action item tracking with assignees and deadlines improves follow-through. Multi-Format Output**: Provides both email-friendly HTML and plain text formats for maximum compatibility across different platforms and systems. Setup Requirements Prerequisites**: Active n8n instance, Gmail account, Google Docs access, OpenAI API key. Required Credentials**: Configure Gmail OAuth2 for both trigger and sending, Google Docs OAuth2 for document creation, OpenAI API for GPT-4 processing. Configuration Steps**: 1) Import workflow and activate Gmail trigger with filter for Zoom meeting emails, 2) Set up Google Drive folder permissions for document creation, 3) Configure OpenAI credentials and verify AI agent tools connection, 4) Test workflow with a sample Zoom email to ensure proper formatting and delivery. Optional Customization**: Modify Gmail search filters, adjust Google Docs folder location, customize email templates, or fine-tune AI prompt for specific meeting formats.

This n8n workflow is designed to centralize the management and tracking of customer inquiries received through multiple channels (email and web forms). Who's it for? Customer support teams Marketing teams Sales teams Small to medium-sized businesses Individuals looking to streamline customer inquiry processes How it works / What it does This workflow is designed to automatically collect, process, route, and track customer inquiries from different sources. Multi-Channel Input: The workflow listens for inquiries from both incoming emails and web form submissions. Email Trigger: Monitors a specific inbox for sent emails. Webhook - Web Form: Listens for web form data submitted to a designated endpoint. Data Extraction and Parsing: Extract Email Content: Extracts HTML content from incoming emails to get a clean text message. Parse Email Data: Extracts relevant information from the email, such as customer name, email address, subject, message, received timestamp, source ("email"), and inquiry type (e.g., "urgent", "billing", "general") based on the subject line. Parse Webhook Data: Extracts customer name, email, subject, message, received timestamp, source ("webform"), and inquiry type from the web form data based on the provided type or a default of "general". Merge Inquiries: The parsed email and web form inquiry data are combined into a single stream for continued processing. Route by Inquiry Type: The workflow then routes the inquiries based on the extracted inquiryType. Urgent Inquiries: Inquiries marked as "urgent" are routed to a specific Slack channel for immediate alerts. General Inquiries: Inquiries marked as "general" are notified in another Slack channel. Billing Inquiries: Inquiries marked as "billing" are routed to the general inquiries channel, or can be customized for a separate channel if needed. Save to Google Sheets: All inquiry data is logged into a Google Sheet, which serves as a central repository, including details like customer name, email, subject, message, source, received timestamp, and inquiry type. Send Auto-Reply Email: Customers receive an automated email reply confirming that their inquiry has been successfully received. How to set up Google Sheets: Create a new spreadsheet in your Google Drive. Name the first sheet "Inquiries" and create the following header row: customerName, customerEmail, subject, message, source, receivedAt, inquiryType. In the 'Save to Google Sheets' node, configure the Spreadsheet ID and Sheet Name. Link your Google Sheets credentials. Email Trigger (IMAP): Set up the 'Email Trigger' node to connect to your IMAP email account. Test it to ensure it correctly listens for incoming emails before activating the workflow. Webhook - Web Form: Copy the Webhook URL from the 'Webhook - Web Form' node and configure your web form to submit data to it. Ensure your web form sends fields like name, email, subject, message, and type in JSON format. Slack: Configure your Slack credentials to connect to your Slack workspace. Update the relevant Slack Channel IDs in both the 'Notify Urgent - Slack' and 'Notify General - Slack' nodes for sending notifications for urgent and general inquiries. Gmail: Set up your Gmail credentials to connect to your Gmail account. Ensure the 'Send Auto-Reply Email' node is correctly linked to your sending Gmail account. Requirements An n8n instance A Google Sheets account An IMAP-enabled email account A Slack workspace A Gmail account A basic web form (to integrate with the Webhook node) How to customize the workflow Add more Inquiry Types: You can add more specific inquiry types (e.g., "technical support", "returns") by adding more rules in the **'Route by Inquiry Type' node. Additional Notification Channels**: To integrate other notification systems (e.g., Microsoft Teams, Discord, SMS) beyond Slack, create new routing outputs and add new notification nodes for the desired service. CRM Integration**: Instead of or in addition to saving data to Google Sheets, you can add new nodes to connect to CRM systems like Salesforce, HubSpot, or others. Prioritization and Escalation**: Implement more complex logic to trigger escalation processes or prioritization rules based on inquiry type or keywords. AI Sentiment Analysis**: Integrate an AI node to analyze the sentiment of inquiry messages and route or prioritize them accordingly. `

Create curated industry trend reports from Medium to Google Docs This workflow automates the process of market research by generating high-quality, curated digests of Medium articles for specific topics. It scrapes recent content, uses AI to filter out spam and duplicates, categorizes the stories into readable buckets, and compiles everything into a formatted Google Doc report. Target Audience Content marketers, market researchers, product managers, and investors looking to track industry trends without reading through noise. How it works Schedule: The workflow runs on a defined schedule (e.g., daily or weekly) via the Schedule Trigger. Define Source: A Set node defines the specific Medium tag URL to track (e.g., /tag/artificial-intelligence). Scrape Content: BrowserAct visits the target Medium page and scrapes the latest article titles, authors, and summaries. Analyze & Filter: An AI Agent (powered by Claude via OpenRouter) analyzes the raw feed. It removes duplicates, filters out spam/clickbait, and categorizes high-quality stories into buckets (e.g., "Must Reads," "Engineering," "Wealth"). Create Report: A Google Docs node creates a new document using the digest title generated by the AI. Build Document: The workflow loops through the analyzed items, appending headers and body text to the Google Doc section by section. Notify Team: A Slack node sends a message to your chosen channel confirming the report is ready. How to set up Configure Credentials: Connect your BrowserAct, Google Docs, Slack, and OpenRouter accounts in n8n. Prepare BrowserAct: Ensure the Automated Industry Trend Scraper & Outline Creator template is saved in your BrowserAct account. Set Target Topic: Open the Target Page node and replace the Target_Medium_Link with the Medium tag archive you wish to track (e.g., https://medium.com/tag/bitcoin/archive). Configure Notification: Open the Send a message node (Slack) and select the channel where you want to receive alerts. Activate: Turn the workflow on. Requirements BrowserAct* account with the *Automated Industry Trend Scraper & Outline Creator** template. Google Docs** account. Slack** account. OpenRouter** account (or any compatible LLM credentials). How to customize the workflow Adjust the AI Persona: Modify the system prompt in the Analyzer & Script writer node to change the categorization buckets (e.g., change "Engineering" to "Marketing Strategies"). Change the Output Destination: Replace the Google Docs nodes with Notion or Airtable nodes if you prefer a database format over a document. Add Email Delivery: Add a Gmail or Outlook node at the end to email the finished Google Doc link directly to stakeholders. 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 Stop Writing Outlines! Use This AI Trend Scraper (BrowserAct + n8n + Gemini)

This enterprise-grade n8n workflow automates the Pharmaceutical Raw Material COA Verification & Vendor Quality Scoring System — from upload to final reporting — using AI-powered document extraction, specification matching, and dynamic vendor scoring. It processes Certificates of Analysis (COAs) to validate compliance, assign quality scores, generate approvals or CAPA requests, and notify stakeholders, ensuring regulatory adherence and vendor accountability with full audit trails and zero manual data entry. Key Features Webhook-triggered COA Upload** for seamless integration with file-sharing systems AI Document Extraction** to parse test results and data from uploaded COAs Automated Specification Analysis** matching against predefined quality standards Weighted Vendor Scoring** based on compliance metrics and historical performance Compliance Decision Engine** with approve/reject branching and CAPA flagging Dynamic Certificate Generation** for approved materials, including digital signatures Vendor Database Synchronization** to update scores and records in real-time Targeted Email Notifications** for QA, production, and executive teams Executive Reporting Dashboard** with summaries, scores, and verification logs Audit-Ready Logging** for all steps, deviations, and decisions Workflow Process | Step | Node | Description | | ---- | ----------------------------------- | -------------------------------------------------------- | | 1 | START: Upload COA | Webhook trigger receives uploaded COA file for verification process | | 2 | EXTRACT: Parse COA | Extracts test results and data from the COA document using AI parsing | | 3 | ANALYZE: Vendor Compliance | Compares extracted data against specifications and flags deviations | | 4 | SCORE: Vendor Quality Rating | Calculates weighted compliance score based on test results and history | | 5 | DECISION: Compliance Route | Evaluates score/status: Branches to approve (green) or reject (red) path | | 6 | APPROVED: Generate Approval Cert (Approved Path) | Creates digital approval certificate for compliant materials | | 7 | Update Vendor Database | Saves verification record, score, and status to vendor database | | 8 | NOTIFY: Email Alert | Sends detailed notifications to QA/production teams | | 9 | REPORT: Final Report | Generates executive summary with COA scores and verifications | | 10 | REJECT: Generate Rejection Report (Reject Path) | Produces rejection report with deviation details | | 11 | Request CAPA | Initiates Corrective and Preventive Action (CAPA) process | | 12 | PATH REJECTED | Terminates rejected branch with audit log entry | Setup Instructions 1. Import Workflow Open n8n → Workflows → Import from Clipboard Paste the JSON workflow 2. Configure Credentials | Integration | Details | | ----------------- | -------------------------------------------------- | | File Storage (e.g., Google Drive/AWS S3) | API key or OAuth for COA upload handling | | AI Extraction (e.g., Claude or OCR Tool) | API key for document parsing (e.g., claude-3-5-sonnet-20241022) | | Database (e.g., PostgreSQL/Airtable) | Connection string for vendor records and specs | | Email (SMTP/Gmail) | SMTP credentials or OAuth for notifications | 3. Update Database/Sheet IDs Ensure your database or Google Sheets include: VendorDatabase for scores and history Specifications for quality standards 4. Set Triggers Webhook:** /coa-verification (for real-time file uploads) Manual/Scheduled:** For batch processing if needed 5. Run a Test Use manual execution to confirm: COA extraction and analysis Score calculation and branching Email notifications and report generation (use sample COA file) Database/Sheets Structure VendorDatabase | vendorId | coaId | score | complianceStatus | lastVerified | deviations | capaRequested | |--------------|-------------|----------|--------------------|--------------------|--------|--------------------|---------------| | VEND-123456 | COA-789012 | 92.5 | Approved | 2025-11-04T14:30:00Z | None | No | Specifications | materialType | testParam | specMin | specMax | weight | |--------------|-------------|----------|--------------------|--------------------|--------|--------------------|---------------|----------| | API Excipient | Purity (%) | 98.0 | 102.0 | 0.4 | System Requirements | Requirement | Version/Access | | --------------------- | ---------------------------------------------- | | n8n | v1.50+ (AI and database integrations supported) | | AI Parsing API | claude-3-5-sonnet-20241022 or equivalent OCR | | Database API | SQL connection or Google Sheets API | | Email API | https://www.googleapis.com/auth/gmail or SMTP | | File Storage | AWS S3 or Google Drive API access | Optional Enhancements Integrate ERP Systems (e.g., SAP) for direct material release Add Regulatory Export to PDF/CSV for FDA audits Implement Historical Trend Analysis for vendor performance dashboards Use Multi-Language Support for global COA extraction Connect Slack/Teams for real-time alerts beyond email Enable Batch Processing for high-volume uploads Add AI Anomaly Detection for predictive non-compliance flagging Build Custom Scoring Models via integrated ML tools Result: A fully automated quality assurance pipeline that verifies COAs, scores vendors, and drives compliance decisions — ensuring pharmaceutical safety and efficiency with AI precision and complete traceability. Explore More AI Workflows: Get in touch with us for custom n8n automation!

Streamline Your Zoom Meetings with Secure, Automated Stripe Payments This comprehensive workflow automates the entire process of setting up a paid online event, from scheduling a Zoom meeting and creating a Stripe payment link to tracking participants and sending confirmation emails. How it Works This workflow has two primary, distinct branches: Event Creation and Participant Registration. Event Creation Flow (Triggered via Form): An administrator submits details (title, price, date/time) via a form. The workflow creates a new Zoom meeting with a unique password. It creates a Stripe Product and a Payment Link. A dedicated Google Sheet tab is created for tracking participants. An email is sent to the event organizer with all the details, including the Zoom link, payment link, and participant list URL. Participant Registration Flow (Triggered via Stripe Webhook): A webhook is triggered when a Stripe payment is completed (checkout.session.completed). The participant's details are added to the dedicated Google Sheet tab. A confirmation email is sent to the participant with the Zoom link and password. A notification email is sent to the event organizer about the new registration. Use Cases Webinar Sales**: Automate setup and registration for paid webinars. Consulting/Coaching Sessions**: Streamline the booking and payment process for group coaching calls. Online Classes**: Handle registration, payment, and access distribution for online courses or classes. Setup Instructions Credentials: Add credentials for: Zoom: For creating the meeting. Google: You need both Gmail and Google Sheets credentials. Stripe: For creating products and handling payment webhooks. Google Sheet: Create a new, blank Google Sheet to hold meeting and participant information. Config Node: Fill the Config node with: currency (e.g., EUR). sheet_url (the URL of the Google Sheet you created). teacher_email (the organizer/host's email). Workflow Logic The workflow splits into two logical parts handled by an if node: Part A: Event Creation (Triggered by Creation Form) Trigger: Creation Form (Form Trigger). Check: if is creation flow (If) evaluates to true. Zoom: Create Zoom meeting creates the session. Stripe Product: Create Stripe Product creates a product and price in Stripe. Stripe Link: Create payment link generates the public payment link, embedding Zoom and sheet metadata. Google Sheet: Create participant list creates a new sheet tab for the event. Email Host: Send email to teacher notifies the host of the successful setup. Part B: Participant Registration (Triggered by On payment) Trigger: On payment (Stripe Trigger - checkout.session.completed). Format: Format participant extracts customer details. Google Sheet: Add participant to list appends the new participant's info to the event's sheet. Email Participant: Send confirmation to participant sends the Zoom access details. Email Host: Notify teacher sends a registration alert. Node Descriptions | Node Name | Description | |-----------|-------------| | Creation Form | A form trigger used to input the event's required details (title, price, start date/time). | | On payment | A Stripe trigger that listens for the checkout.session.completed event, indicating a successful payment. | | Create Zoom meeting | Creates a new Zoom meeting, calculating the start time based on the form inputs. | | Create Stripe Product | Posts to the Stripe API to create a new product and price based on the form data. | | Create payment link | Creates a Stripe Payment Link, embedding Zoom meeting and Google Sheet ID metadata. | | Create participant list | Creates a new tab (named dynamically) in the configured Google Sheet for event tracking. | | Add participant to list | Appends a new row to the event's Google Sheet tab upon payment completion. | | Send email to teacher / Notify teacher | Sends emails to the host/organizer for creation confirmation and new participant registration, respectively. | | Send confirmation to participant | Sends the welcome email to the paying customer with the Zoom access details retrieved from the Stripe metadata. | Customization Tips Email Content**: You are encouraged to adapt the email contents in the Gmail nodes to fit your branding and tone. Currency**: Change the currency in the Config node. Zoom Password**: The password is set to a random 4-character string; you can modify the logic in the Create Zoom meeting node. Stripe Price**: The price is sent to Stripe in the smallest currency unit (e.g., cents, * 100). Suggested Sticky Notes for Workflow Setup**: "Add Your credentials [Zoom, Google, Stripe]. Note: For Google, you need to add Gmail and Google Sheet. Create a new Google Sheet. Keep this sheet blank for now. And fill the config node." Creation Form**: "Your journey to easy event management starts here. Click this node, copy the production URL, and keep it handy. It's your personal admin tool for quickly creating new meetings." Customize**: "Feel free to adapt email contents to your needs." Config**: "Setup your flow". Required Files 2DT5BW5tOdy87AUl_Streamline_Your_Zoom_Meetings_with_Secure,_Automated_Stripe_Payments.json: The n8n workflow export file. A new, blank Google Sheet (URL configured in the Config node). Testing Tips Test Creation**: Run the Creation Form to trigger the Part A flow. Verify that a Zoom meeting and Stripe Payment Link are created, a new Google Sheet tab appears, and the host receives the setup email. Test Registration**: Simulate a successful payment to the generated Stripe link to trigger the Part B flow. Verify that the participant is added to the Google Sheet, receives the confirmation email with Zoom details, and the host receives the notification. Suggested Tags & Categories #Stripe #Zoom #Payment #E-commerce #GoogleSheets #Gmail #Automation #Webinar

💥 AI Image → Professional Video Workflow (NanoBanana Ultra + Kling AI + Blotato) 📄 Documentation: Notion Guide 👤 Who is this for? This workflow is designed for content creators, marketers, fashion brands, AI creators, and automation builders who want to turn a single image into a cinematic, multi-shot professional video, then automatically publish it on platforms like YouTube—without manual editing. It’s especially useful if you already work with Google Sheets, n8n, and AI image/video generation APIs. 🎯 What problem does this workflow solve? (Use case) Creating high-quality video content from images usually requires: Manual image editing Multiple AI tools Video stitching Uploading and publishing steps This workflow fully automates that pipeline: From a single image URL To a cinematic multi-shot video To automatic publishing All driven from a spreadsheet. ⚙️ What this workflow does This workflow runs in two main phases: Step 1 – Contact Sheet Generation (NanoBanana Ultra) Reads an image URL from Google Sheets Downloads the image from Google Drive Uploads it to a public host (tmpfiles) Uses NanoBanana Ultra (edit-ultra) to generate a 2×3 cinematic contact sheet Ensures: Identity preservation Fashion & texture fidelity Consistent lighting and style Saves the generated contact sheet back to Google Drive Updates the spreadsheet status Step 2 – Video Creation & Publishing (Blotato) Splits the contact sheet into 6 keyframes Uploads each frame publicly Uses Kling AI (start–end frame i2v) to generate multiple cinematic video segments Merges the generated clips into a single final video (FFmpeg API) Uploads the final video to Google Drive Publishes automatically to YouTube via **Blotato** Updates the spreadsheet with the final video URL and status 🛠️ Setup To use this workflow, you need: n8n (Cloud or Self-Hosted) Google Sheets Copy the provided template Each row controls one image → one video API Keys AtlasCloud (NanoBanana + Kling) tmpfiles.org (public hosting) Blotato (publishing) Connected Accounts Google Drive Google Sheets Blotato 🎛️ How to customize this workflow You can easily adapt it to your needs: Change video style** Edit the Kling prompt (camera movement, mood, pacing) Adjust video duration** Modify the duration parameter in Kling nodes Use fewer or more shots** Add/remove crop + Kling generation branches Publish to other platforms** Blotato supports multiple social networks Trigger automatically** Use the Schedule Trigger instead of manual execution Different aspect ratios** Adjust NanoBanana aspect_ratio and crop math 🚀 Expected outcome From one image, you get: A high-end editorial contact sheet Multiple cinematic AI-generated video clips One merged professional video Automatically uploaded and published No manual editing. No timeline work. Fully automated. 👋 Need help or want to customize this? 📩 Contact: LinkedIn 📺 YouTube: @DRFIRASS 🚀 Workshops: Mes Ateliers n8n Need help customizing? Contact me for consulting and support : Linkedin / Youtube / 🚀 Mes Ateliers n8n

Auto-scrape Twitter accounts to WhatsApp groups This workflow provides automated access to real-time Twitter/X content through intelligent scraping and AI processing. It keeps you at the cutting edge of breaking news, emerging trends, and industry developments by eliminating the need to manually check multiple social media accounts and delivering curated updates directly to your communication channels. Overview This workflow automatically handles the complete Twitter monitoring process using advanced scraping techniques and AI analysis. It manages API authentication, multi-source data collection, intelligent content filtering, and message delivery with built-in error handling and rate limiting for reliable automation. Core Function: Real-time social media monitoring that transforms Twitter noise into actionable intelligence, ensuring you're always first to know about the latest trends, product launches, and industry shifts that shape your field. Key Capabilities Real-time trend detection** - Catch breaking news and emerging topics as they happen on X/Twitter Multi-source Twitter monitoring** - Track specific accounts AND trending keyword searches simultaneously AI-powered trend analysis** - Gemini 2.5 Pro filters noise and surfaces only the latest developments that matter Stay ahead of the curve** - Identify emerging technologies, viral discussions, and industry shifts before they go mainstream Flexible delivery options** - Pre-configured for WhatsApp, but easily adaptable for Telegram, Slack, Discord, or even blog content generation Rate limit protection** - Built-in delays and error handling using TwitterAPI.io's reliable, cost-effective infrastructure Tools Used n8n**: The automation platform orchestrating the entire workflow TwitterAPI.io**: Reliable access to Twitter/X data without API complexities OpenRouter**: Gateway to advanced AI models for content processing Gemini 2.5 Pro**: Google's latest AI for intelligent content analysis and formatting Evolution API**: WhatsApp Business API integration for message delivery Built-in Error Handling**: Automatic retry logic and comprehensive error management How to Install IMPORTANT: Before importing this workflow, you need to install the Evolution API community node: Install Community Node First: Go to Settings > Community Nodes in your n8n instance Add Evolution API: Install n8n-nodes-evolution-api package Restart n8n: Allow the new nodes to load properly Import the Workflow: Download the .json file and import it into your n8n instance Configure Twitter Access: Set up TwitterAPI.io credentials and add target accounts/keywords Set Up AI Processing: Add your OpenRouter API key for Gemini 2.5 Pro access Configure WhatsApp: Set up Evolution API and add your target group ID Test & Deploy: Run a test execution and schedule for daily operation Use Cases Stay Ahead of Breaking News**: Be the first to know about industry announcements, product launches, and major developments the moment they hit X/Twitter Spot Trends Before They Explode**: Identify emerging technologies, viral topics, and shifting conversations while they're still building momentum Competitive Intelligence**: Monitor what industry leaders, competitors, and influencers are discussing in real-time Brand Surveillance**: Track mentions, discussions, and sentiment around your brand as conversations develop Content Creation Pipeline**: Gather trending topics, viral discussions, and timely content ideas for blogs, newsletters, or social media strategy Market Research**: Collect real-time social sentiment and emerging market signals from X/Twitter conversations Multi-platform Distribution**: While configured for WhatsApp, the structured output can easily feed Telegram bots, Slack channels, Discord servers, or automated blog generation systems FIND YOUR WHATSAPP GROUPS The workflow includes a helper node to easily find your WhatsApp group IDs: Use the Fetch Groups node: The workflow includes a dedicated node that fetches all your available WhatsApp groups Run the helper: Execute just that node to see a list of all groups with their IDs Copy the group ID: Find your target group in the list and copy its ID Update the delivery node: Paste the group ID into the final WhatsApp sending node Group ID format: Always ends with @g.us (example: 120363419788967600@g.us) Pro tip: Test with a small private group first before deploying to your main team channels. Connect with Me LinkedIn**: https://www.linkedin.com/in/daniel-lianes/ Discovery Call**: https://cal.com/averis/asesoria Consulting Session**: https://cal.com/averis/consultoria-personalizada Was this helpful? Let me know! I truly hope this was helpful. Your feedback is very valuable and helps me create better resources. Want to take automation to the next level? If you're looking to optimize your business processes or need expert help with a project, here's how I can assist you: Advisory (Discovery Call): Do you have a process in your business that you'd like to automate but don't know where to start? In this initial call, we'll explore your needs and see if automation is the ideal solution for you. Schedule a Discovery Call Personalized Consulting (Paid Session): If you already have a specific problem, an integration challenge, or need hands-on help building a custom workflow, this session is for you. Together, we'll find a powerful solution for your case. Book Your Consulting Session Stay Up to Date For more tricks, ideas, and news about automation and AI, let's connect on LinkedIn! Follow me on LinkedIn #n8n #automation #twitter #whatsapp #ai #socialmedia #monitoring #intelligence #gemini #scraping #workflow #nocode #businessautomation #socialmonitoring #contentcuration #teamcommunication #brandmonitoring #trendanalysis #marketresearch #productivity