Workflow Templates

Who's it for This workflow is for anyone who wants to stay informed without the overwhelm. Whether you're tracking industry news, following your favorite blogs, monitoring competitors, or just keeping up with topics you care about—this automated newsletter keeps you in the loop effortlessly. What it does This automated workflow fetches content from your favorite RSS feeds, filters it based on your interests using Google Gemini AI, and sends you a beautifully formatted HTML newsletter at your preferred time. The AI selects the top 10-15 items from each category based on keywords you define, delivering only what matters to you. How it works Schedule Trigger: Runs daily at your chosen time (default: 9:00 AM) RSS Feeds: Fetches content from your favorite news sources and websites Processing: Splits URLs, loops through feeds in batches to avoid rate limits Merge & Convert: Combines all RSS items into a single CSV file AI Curation: Google Gemini analyzes the content and selects relevant items based on your keywords Email Delivery: Sends a personalized HTML newsletter with summaries and images Requirements Google Gemini API** credentials (for AI curation) SMTP credentials** (for sending emails) Active n8n instance (self-hosted or cloud) How to set up Add your Google Gemini API credentials in both Gemini nodes Configure your SMTP settings in the "Send email" node Update the email addresses (from and to) in the email node Add your favorite RSS feed URLs in the "Set" nodes Customize the AI keywords in "Analyze document" to match your interests Set your preferred schedule time in the trigger node How to customize Add your RSS feeds**: Replace the example URLs in both "Set" nodes with RSS feeds from your favorite sources (blogs, news sites, podcasts, YouTube channels, etc.) Define your interests**: Modify the keywords in the "Analyze document" AI prompt to filter content that matters to you Adjust categories**: Change the two sections to match your needs (e.g., "Industry News" and "Competitor Updates" or "Learning Resources" and "Tools") Change email format**: Update the HTML template in the AI prompt to customize the newsletter design Modify delivery time**: Update the schedule trigger to run at your preferred time

How it works This workflow automates post-event and post-course communications for candidates, while also notifying referring partners at the correct milestones. The workflow is triggered when Airtable updates timestamp fields related to Info Event Outcome or Course Outcome. Airtable controls when the workflow runs, and n8n controls what happens next. This separation avoids race conditions and keeps the system reliable. After triggering, the workflow normalizes record data and determines exactly one action path using a centralized Code node. Based on the outcome, it sends the correct candidate email and SMS, and optionally notifies the referring person. Each message is sent only once using checkbox “sent” flags stored in Airtable. Setup steps Connect Airtable and select the table containing candidate records. Ensure Airtable includes timestamp fields for Info Event Outcome and Course Outcome updates. Ensure checkbox fields exist to track which messages have already been sent. Connect your email provider (Brevo) and SMS provider. Customize message content inside the Email and SMS nodes if needed. Initial setup typically takes 15–20 minutes. When to use this template You need reliable post-event and post-course messaging You want to notify referring partners automatically You must prevent duplicate emails or SMS

Automated Legal & Accessibility Website Compliance Checker Description Automate website compliance checks in minutes using AI-powered analysis. This workflow scans any website for essential legal and accessibility requirements, generates a professional compliance report, delivers it as a PDF, and stores it securely — helping teams identify risks early and stay audit-ready with zero manual effort. What This Workflow Does Transforms manual website compliance reviews into a single automated flow: 🌐 Capture Website Details – Accepts website URL, company name, and email via webhook. 📥 Fetch Website Content – Securely downloads and cleans website HTML for analysis. 🧠 AI Compliance Analysis – Uses AI to audit the site against key compliance standards. 📊 Scoring & Insights – Calculates an overall compliance score and highlights gaps. 📄 Generate Visual Report – Builds a detailed, easy-to-read HTML compliance report. 🖨️ Convert to PDF – Converts the report into a downloadable, shareable PDF. 📧 Email Delivery – Sends the compliance report directly to the provided email. ☁️ Secure Storage – Saves the PDF report to Google Drive for records and audits. Key Features 🤖 AI-Powered Compliance Audits – Automatically checks privacy, cookies, accessibility, SSL, and more. 📊 Compliance Scoring – Clear numerical scores and status indicators for each section. 📄 Professional PDF Reports – Branded, structured reports suitable for clients or audits. ⚙️ End-to-End Automation – From URL submission to email delivery without manual steps. 📧 Instant Email Notifications – Reports delivered automatically to stakeholders. ☁️ Google Drive Backup – Centralized storage for compliance history and documentation. Compliance Checks Included ✔️ Privacy Policy presence & indicators ✔️ Cookie consent mechanisms ✔️ Terms of Service availability ✔️ Accessibility (WCAG-related indicators) ✔️ Contact information visibility ✔️ SSL / HTTPS verification ✔️ Critical issues & improvement recommendations Perfect For 🏢 Startups & SaaS Companies – Quickly assess website compliance before launch. 🧾 Agencies & Consultants – Deliver automated compliance audits to clients. ⚖️ Legal & Compliance Teams – Speed up preliminary compliance checks. 💻 Freelancers & Web Developers – Validate client websites post-deployment. 📈 Operations Teams – Maintain ongoing compliance documentation effortlessly. What You’ll Need Required Integrations 🌐 Webhook – Receive website URL and user details. 🤖 OpenAI – Analyze website HTML for compliance indicators. 📄 HTMLCSS to PDF – Convert compliance report into a PDF. 📧 Gmail – Send compliance report via email. ☁️ Google Drive – Store generated compliance reports. 🌍 HTTP Request – Fetch website HTML content (no authentication required). Optional Enhancements 📊 Compliance Dashboard – Connect Google Drive or logs to Looker Studio. 🌍 Multi-Website Scans – Extend webhook to accept bulk URLs. 🕒 Scheduled Scans – Run periodic compliance checks automatically. 📨 Slack Alerts – Send compliance summaries to internal channels. 📝 Custom Branding – Adjust HTML styling, logos, and colors. Quick Start 1️⃣ Import the workflow JSON into your n8n workspace. 2️⃣ Activate the webhook and copy the endpoint URL. 3️⃣ Connect OpenAI, Gmail, Google Drive, and HTMLCSS to PDF credentials. 4️⃣ Send a POST request with website URL, company name, and email. 5️⃣ Review the emailed PDF compliance report. 6️⃣ Check Google Drive for stored audit copies. 7️⃣ Activate the workflow for production use. Expected Results ⚡ Minutes Instead of Hours – Instant compliance assessments. 🤖 AI Accuracy – Consistent, structured compliance analysis. 📈 Risk Visibility – Early detection of legal and accessibility gaps. 📄 Audit-Ready Reports – Clean, shareable documentation. ☁️ Centralized Storage – Every scan archived automatically. Workflow Structure 🌐 Webhook Trigger ↓ 📥 Fetch Website HTML ↓ 🧹 Clean & Prepare Content ↓ 🧠 AI Compliance Analysis ↓ 📊 Parse Results ↓ 📄 Generate HTML Report ↓ 🖨️ Convert to PDF ↓ 📧 Email Report ↓ ☁️ Save to Google Drive Ready to Automate Website Compliance? Import this template and turn any website URL into a complete compliance report — automatically, consistently, and professionally. Perfect for audits, clients, and peace of mind. ✅

✅ What problem does this workflow solve? Real estate leads move fast. Manually matching buyer requirements with available properties, sending details, updating CRM records, and notifying sales teams often causes delays and missed opportunities. This workflow automates property discovery, lead management, and team notifications, ensuring buyers get instant results and sales teams can follow up immediately. ⚙️ What does this workflow do? Captures buyer property requirements from a website form. Cleans and standardizes search data automatically. Matches buyer criteria with relevant properties from Airtable. Emails matched properties to the buyer instantly. Stores lead details in Airtable for CRM tracking. Notifies the sales team on Slack in real time. 💡 Main Use Cases Automatically match buyer requirements with properties in Airtable. Send personalised property listings to buyers via email. Store and track every lead centrally for sales follow-up. Notify agents instantly to improve response speed. Increase conversions with faster, automated engagement. 🧠 How It Works – Step by Step 1. Website Form Submission A buyer submits a property inquiry form with: Location / City Property type (Apartment, Villa, Commercial, etc.) Budget Contact details The workflow is triggered instantly via webhook. 2. Data Cleaning & Standardization Submitted inputs are cleaned and structured: Budget is normalised City and property type are standardised Data is prepared for property matching 3. Property Matching (Airtable) A dynamic matching formula is generated. Airtable is searched for relevant properties. Matching includes a ±5% budget tolerance for flexibility. 4. Send Matched Properties to Buyer A rich, formatted email is generated automatically. Includes property images, price, location, features, and a “View More Details” link. Email is sent instantly to the buyer. 5. Lead Storage in Airtable Buyer details and preferences are stored in the Buyers table. Lead status is set to New for CRM tracking and follow-up. 6. Sales Team Notification A Slack message is sent to the sales channel with: Buyer details Contact information City and preferred property type Agents can respond immediately to maximize conversion. 🗂 Integrations Used Webhook** – Capture property inquiry submissions Airtable** – Property database and lead CRM Gmail** – Email delivery to buyers Slack** – Real-time sales team alerts n8n Code Nodes** – Dynamic matching logic and email generation 👤 Who can use this? This workflow is ideal for: 🏢 Real estate agencies 🏘 Property brokers 📈 Sales-driven real estate teams 🚀 PropTech startups If your team wants faster lead response and smarter property matching, this automation delivers both. 🚀 Benefits ✅ No manual property searching ✅ Faster response times ✅ Centralised lead tracking ✅ Real-time sales alerts ✅ Better buyer experience

Automates real-time market monitoring, technical analysis, AI-powered signal generation for cryptocurrencies (and stocks), filters high-confidence trades, and delivers actionable alerts via multiple channels. Good to Know Runs every 5–30 minutes (configurable trigger) to catch fresh market opportunities Pulls real-time price data from multiple crypto/stock sources in parallel Calculates popular technical indicators (RSI, MACD, Moving Averages, etc.) Uses an AI model (likely Grok/xAI, OpenAI, or similar) to interpret indicators and generate buy/sell signals with confidence scores Applies multi-layer filtering to reduce noise (thresholds, validation rules) Stores signals in a database, logs execution history, and sends notifications Supports email, Telegram, Discord, SMS (via Twilio), or trading execution webhooks Saves significant time compared to manual chart watching How It Works 1. Trigger Schedule Trigger* or *Manual Trigger** (every 5–30 minutes) Optional: Market Hours / Kill-zone filter (e.g. avoid low-volume periods) Can be webhook-based for on-demand runs 2. Fetch & Prepare Data Fetches real-time / recent OHLCV data for a watchlist of cryptocurrencies (and possibly stocks) Sources: CoinGecko, Binance, Alpha Vantage, CoinMarketCap, Bybit, Kraken, etc. (multiple in parallel) Combines data from different APIs Prepares structured dataset (candles, volume, current price) Calculates technical indicators in parallel or via Code node / community nodes (e.g. RSI(14), MACD, EMA/SMA crossovers, Bollinger Bands, etc.) 3. Analysis & Signal Generation Sends prepared market data + calculated indicators to an AI model Prompt instructs the model to: Analyze current market structure Evaluate indicator confluence Generate Buy / Sell / Hold signal Assign confidence score (e.g. 0–100%) Provide short reasoning Optional: Rule-based pre-filter (e.g. only proceed if RSI < 30 or MACD crossover) 4. Validate, Alert & Store Filters** signals: minimum confidence threshold, no-duplicate check, max signals per run, etc. Validates** against additional rules (e.g. volume spike, no recent opposite signal) Stores** signal in database (PostgreSQL, Supabase, Airtable, Google Sheets, etc.) Includes: timestamp, symbol, signal type, confidence, price, indicators snapshot, AI reasoning Logs** full execution trace Sends alerts**: Email notification Telegram / Discord message (with formatting) SMS (Twilio) Webhook to trading bot / execution system Optional: Push to tradingview alert or auto-execute (paper/live) Data Sources Market Data APIs** — CoinGecko, Binance, Alpha Vantage, CoinMarketCap, etc. Technical Indicators** — Calculated via Code node, community nodes (e.g. phoenix indicators), or external libraries AI Model** — Grok (xAI), OpenAI (GPT-4o), Claude, Gemini, or local LLM Notification Channels** — Email (Gmail/SMTP), Telegram, Discord, Twilio, webhook Storage** — Google Sheets, PostgreSQL, Supabase, Notion, Airtable How to Use Import the workflow JSON into your n8n instance Configure credentials: API keys for market data providers (Alpha Vantage, CoinGecko Pro, Binance, etc.) AI provider (Grok API key, OpenAI key, etc.) Notification services (Telegram bot token, email SMTP, Twilio, etc.) Database connection if used Set your watchlist — edit the symbols in the fetch node(s) Tune the schedule — change interval in the trigger node Customize AI prompt — adjust in the AI node for more aggressive/conservative signals Set filters — confidence threshold, max alerts per cycle, etc. Test manually — use Execute Workflow button with sample data Activate & monitor — check Executions tab for logs Requirements n8n (self-hosted or cloud) API keys for at least one market data provider AI API access (Grok, OpenAI, etc.) Notification credentials (Telegram bot, email account, etc.) Optional: Database for persistent signal history Customizing This Workflow Add more exchanges/sources for better data redundancy Include on-chain metrics (whale alerts, funding rates) via additional APIs Switch AI model or fine-tune prompt for your trading style Add risk management rules (position sizing, stop-loss levels) Integrate auto-trading via exchange API (Binance, Bybit, Alpaca, etc.) Create dashboard output (Google Sheets + Looker Studio / Grafana) Add backtesting mode using historical data Implement blackout periods or news filter to avoid high-impact events

Overview This workflow is designed for HR teams and payroll department to automate the monthly process of calculating employee attendance, salary deductionsm and personalized email notification. It seamlessly integrates Google Sheets, internal attendance data and GPT-4 (via AI Agent) to generate complete monthly payroll reports with professional summaries for each employees. Prerequisites Before using this workflow, ensure you have: A Google Sheet with the monthly attendance logs A secong Google Sheet containing salary, employee names and email addresses. Gmail or SMTP credentials for sending email OpenAI API key (for summarization) Crendentials for Google Sheet and Gmail Integration Google Sheet Structure 1. Attendance Sheet (Daily Log) EmpId Name Date InTime OutTime HoursWorked Status 2. Ouput Sheet (Generated by Workflow) EmpId Name OriginalSalary TotalMissingHours TotalAbsentDays Deduction FinalSalary EmpEmail How It Works 1. Retrieve Attendance & Employee Master Data The workflow fetches all employee attendace logs and thier corresponding salary, name and email details from Google Sheets. 2. Calculate Work Hours & Absences The workflow computes total worked hours per day, missing hours and identifies absent days, It then calculates the total missing hours and absences for the entire month. 3. Salary Deduction Calculation Each employee's hourly and daily rate is determined from thier salary, and deductions are calculated based on missing hours and absences. 4. Prepare Final Dataset A structured JSON dataset is generated combining attendace summary, deductions and final salary amounts. 5. Generate AI Summary Report (GPT-4) Using AI Agent GPT-4 creates a professional, HR-friendly summary paragraph for each employee's email report. 6. Send Salary Deduction Report Email Each employee receives a personalized email with thier final salary summary and monthly attendance report. 7. Log Email Status Email delivery details and summary text are stored in new Google Sheet for audit and HR tracking. User Cases Monthly attendance and payroll automation Automated HR communication Salary deduction reporting Attendace compliance monitoring Reducing manual calculation errors

✅ What problem does this workflow solve? Order processing often involves manual invoice reading, stock checking, and back-and-forth communication between procurement and operations teams. This workflow automates the entire procurement decision flow — from reading incoming order emails to extracting structured data, checking stock, and creating either a purchase requisition or a work order automatically. 💡 Main Use Cases 📥 Auto-extract order and invoice details from incoming emails 📦 Validate stock availability before processing orders 📝 Auto-create Purchase Requisitions when stock is insufficient 🛠 Auto-create Work Orders when stock is available 📧 Notify procurement or operations via email & Slack 📊 Log every action in Google Sheets for tracking and audit 🧠 How It Works – Step-by-Step 1. 📧 Gmail Trigger The workflow begins when a new email arrives at a specific email address. The invoice file is automatically downloaded for processing. 2. 📑 Extract Invoice Record The attached invoice is processed using OCR or a document extraction tool. Raw details such as: Order ID Item code Quantity Customer information are extracted for further processing. 3. 🤖 AI-Powered Data Structuring OpenAI structures the extracted fields into a clean and consistent format: order_id item_code quantity customer_name This ensures all data is normalised before stock validation. 4. 📦 Stock Check The workflow checks inventory data stored in Google Sheets. It compares: Required quantity Current stock If stock is insufficient, it triggers the purchase requisition path. If stock is available, it initiates the work order path. 5. 🔀 Conditional Flow If stock is insufficient: Creates a Purchase Requisition record in Google Sheets Sends an email notification to the procurement team for approval If stock is sufficient: Creates a Work Order entry in Google Sheets Sends a Slack summary message to the operations team This ensures teams are notified instantly, and work continues without delays. 📊 Logging & Reporting Every step — extracted data, PR created, WO created, notifications sent — is logged in Google Sheets. This provides a full audit trail for procurement and operations teams. 👤 Who can use this? Ideal for: Procurement teams Operations departments Manufacturing & warehouse units Businesses processing high-volume emailed orders Any team needing structured, automated order workflows 🚀 Benefits ⏱ Faster order processing 🧠 Fewer manual errors from invoice reading 📦 Smarter procurement decisions based on real stock 🔁 Automated communication loops 📊 Transparent audit logs for every order

📊 Description Automate B2B lead discovery by identifying high-intent prospects directly from Reddit discussions using AI-powered intent analysis. 🎯🤖 This workflow scans Reddit for conversations related to CRM and marketing automation tools, analyzes snippets to detect buying intent, identifies relevant decision-makers on LinkedIn, enriches contact details via RocketReach, and logs qualified leads into Google Sheets. Running every three hours, it ensures your sales team never misses fresh outbound opportunities without manual research. 🚀📊 🔁 What This Template Does 1️⃣ Runs automatically every 3 hours to search Reddit for tool-related discussions. ⏰ 2️⃣ Extracts Reddit snippets, links, and highlighted keywords from search results. 🔍 3️⃣ Uses AI to classify buying intent as High, Medium, or Low. 🤖 4️⃣ Identifies the core problem and suggests a safe, non-salesy outreach angle. 💬 5️⃣ Filters only High and Medium intent opportunities. 🚦 6️⃣ Searches LinkedIn for matching decision-makers based on role and seniority. 👥 7️⃣ Enriches lead profiles with emails and company data using RocketReach. 📇 8️⃣ Saves qualified leads into Google Sheets with deduplication logic. 📊 9️⃣ Sends Slack alerts when enrichment fails or API limits are hit. 🚨 🔟 Sends Gmail alerts if any workflow error occurs. ✉️ ⭐ Key Benefits ✅ Discovers real buying intent directly from public Reddit discussions ✅ Eliminates manual lead research and qualification ✅ Uses AI for consistent, conservative intent classification ✅ Enriches leads with verified contact data automatically ✅ Builds a clean, ready-to-use outbound lead list in Google Sheets ✅ Runs continuously to capture fresh opportunities 🧩 Features Scheduled Reddit monitoring via SerpAPI AI-based intent detection using GPT-4o-mini Conservative intent scoring to avoid false positives LinkedIn decision-maker discovery RocketReach contact enrichment Google Sheets lead storage with update logic Slack alerts for API and enrichment issues Gmail-based error notifications Scalable batch processing 🔐 Requirements OpenAI API key (GPT-4o-mini) SerpAPI API key RocketReach API key Google Sheets OAuth2 credentials Slack API credentials Gmail OAuth2 credentials 🎯 Target Audience B2B sales and outbound teams Growth and demand-generation teams Lead generation agencies SaaS founders targeting niche audiences RevOps teams automating prospect research

Verified Parent Consent Form Automation for School Trips 🎯 Description This workflow automates the entire parent consent process for school field trips, replacing manual paper forms with a secure, verified, and legally compliant digital system. When a parent submits consent data via POST request (from Postman or any form), the workflow: Receives parent & trip details through a Webhook trigger. Verifies the parent’s email using the VerifiEmail API to prevent fake or disposable entries. Generates a unique Consent ID and timestamps for tracking and legal validation. Creates a professional HTML-based digital consent form, including child details, trip information, and a parent signature section. Converts the HTML document to a PDF using the HTMLCSSToPDF API (ready for printing or archiving). Uploads the PDF to Google Drive automatically, organizing it under a designated folder (e.g., /School_Consents/2025/November). Sends an automated Gmail notification to the respective class teacher, including all verified details and the Drive reference. Responds instantly to the original POST request with a success confirmation and all metadata (Consent ID, verification status, storage location, timestamp). Handles invalid emails gracefully, returning a 400 error response for unauthorized or unverified submissions. Provides complete traceability, digital audit, and tamper-proof documentation for school compliance. Use Case: Ideal for schools, institutions, or organizations that need paperless consent workflows with email verification, cloud storage, and automated staff alerts — ensuring authenticity, security, and compliance. 🧩 Features Email verification (VerifiEmail) Auto-generated unique Consent ID HTML-to-PDF conversion (HTMLCSSToPDF) Google Drive cloud storage integration Automated Gmail teacher notification API-friendly POST-based trigger Real-time error handling & response Legally formatted consent slip 🧪 Test Input Example (Postman) Use this JSON in Postman when testing the webhook: { "parent_name": "Ritu Sharma", "parent_email": "ritu.sharma@gmail.com", "child_name": "Aarav Sharma", "child_class": "Grade 5-A", "trip_name": "Science Museum Visit", "trip_date": "2025-11-10", "teacher_email": "teacher@school.edu" } ✅ Expected Output Success Response (200): { "status": "success", "message": "Parent consent form verified and stored successfully", "data": { "consent_id": "CONSENT-1699123456789", "child_name": "Aarav Sharma", "trip_name": "Science Museum Visit", "email_verified": true, "stored_at": "Google Drive", "teacher_notified": true } } Error Response (400): { "status": "error", "message": "Invalid email address provided. Please use a valid email.", "reason": "Email verification failed" } 🌐 Workflow Tags for n8n Creators #Education #Automation #EmailVerification #PDFGeneration #GoogleDrive #Webhook #SchoolAdmin #PaperlessWorkflow #Compliance

Automate your lead qualification process by connecting Jotform to Gemini AI. This workflow instantly analyzes new form submissions, assigns a priority score, filters out spam, and routes legitimate leads for immediate action. Stop manually sorting through submissions and let your sales team focus on what matters: closing deals with hot leads. This template captures a lead from a "Talk to an Expert" form, uses AI to determine its quality, sends a real-time notification to your sales team on Slack, and automatically sends a tiered, personalized email response to the lead based on their qualification score. Features Automated Spam Filtering: Uses Gemini AI to analyze incoming leads and automatically discard spam. AI-Powered Lead Scoring: Assigns a priority score (1-10) to every legitimate lead based on the content of their inquiry. Instant Team Notifications: Sends a detailed alert for every qualified lead to a designated Slack channel. Tiered Email Responses: Automatically sends a different, personalized email to hot, warm, and cold leads. Seamless Jotform Integration: Triggers the moment a new form is submitted. Nodes Used 🟣 Jotform Trigger: Starts the workflow when a new form submission is received. 🧠 AI Agent / Google AI: Connects to Gemini to analyze the form data. ❓ IF: Filters out submissions flagged as spam. 📣 Slack: Sends a real-time notification to your team. 🔀 Switch: Routes the lead down different paths based on its AI-generated score. ✉️ Gmail: Sends a personalized follow-up email to the lead. How to use this template This workflow is designed to be easy to set up. Follow these steps to get it running: 1. Set up your Jotform Trigger: In the Jotform Trigger node, connect your Jotform account. Select the specific form you want to use for lead capture from the dropdown list. Ensure your form has the required fields as described in the "Required Jotform Fields" section below. 2. Configure the AI Agent / Google AI Node: Connect your Google AI credentials to the node. Ensure the prompt is set up to analyze the message from your form and return a JSON object with is_spam (a boolean) and lead_score (an integer) keys. 3. Set up the IF Node: This node should check the is_spam value from the AI node. The workflow should only continue on the false path. 4. Configure the Slack Node: Connect your Slack account credentials. In the "Channel" field, select the channel where you want lead notifications to be sent (e.g., #sales-leads). 5. Configure the Switch Node: This node should be set to route based on the lead_score from the AI node. The template is pre-configured with three paths: Hot: Score is 8 or higher. Warm: Score is between 5 and 7. Cold: Score is 4 or lower (the "Default" path). 6. Configure the Gmail Nodes Connect your Gmail account credentials to each of the three Gmail nodes. This step is critical for personalization, and you must adapt the content to fit your business. The provided text is a template; its effectiveness depends on your customization. For each of the three email templates (Hot, Warm, and Cold), be sure to: Update the Email Body:** Rewrite the text to match your company's tone and brand voice. Change Company/Team Information:** Replace placeholder text like [Your Company Name] and update the signature from The Team to your specific team or company name (e.g., The Sales Team at Acme Corp). Customize Your Links:** In the 'Hot' lead email, replace the placeholder [Your Calendly/Booking Link] with your actual link from Calendly, HubSpot Meetings, or another scheduling tool. In the 'Warm' lead email, replace [Link to a resource or case study] with a real link to a relevant blog post, whitepaper, or case study on your website. 7. Activate your Workflow: Once all nodes are configured, save and activate your workflow. Now, every new Jotform submission will be processed automatically\! How to Adapt the Template This workflow is a powerful starting point. Here are a few ideas to customize it for your specific needs: Integrate Your CRM: Add a node for your CRM (like HubSpot, Salesforce, or Pipedrive) after the IF node. You can create or update a contact and a deal, and then include the link to the CRM record directly in the Slack notification for easy access. Use a Different Notification Service: If your team doesn't use Slack, you can easily replace the Slack node with one for Microsoft Teams, Discord, or even a simple email notification. Create Tiered Notifications: For a more advanced setup, use the Switch node's outputs to send notifications to different channels. For example, send "Hot" leads to a high-priority #sales-urgent channel with an @channel mention, and send "Warm" or "Cold" leads to a less noisy #leads-review channel. Adjust the Scoring Logic: Your definition of a "hot" lead might be different. Simply change the values in the Switch node to match your business rules (e.g., you might consider any score of 7 or higher to be a hot lead). Required Jotform Fields for this Workflow For this template to work correctly, your Jotform should have the following fields. The names in parentheses are the internal field names used in the n8n expressions. Full Name (Full Name): A text input for the user's name, used for personalizing emails. Work Email (Work Email): An email field, used as the recipient for the automated follow-up. Role (Role): A text input for the user's job title, providing context for your sales team. Number of Employees (Number of Employees): A dropdown or number input for company size, used for lead segmentation. How can we help you? (How can we help you?): A text area. This is the most critical field, as its content is sent to the AI for spam checking and lead scoring. More Information About Jotform Jotform is a powerful and easy-to-use online form builder that helps you create and publish online forms without writing a single line of code. It's an excellent tool for capturing leads, conducting surveys, accepting payments, and much more. Its seamless integration capabilities make it a perfect starting point for all kinds of n8n automations. If you don't have an account yet, you can get started with Jotform through the link above.

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📄 AI Proposal Generator with PDF Delivery & Team Notifications Description Creating client proposals manually is slow, repetitive, and often inconsistent. This AI-powered workflow transforms proposal creation from a manual task into a fully automated, professional process. With a single submission, this workflow generates a customized AI-written proposal, converts it into a polished PDF, emails it to the client, stores it in Google Drive, and notifies your internal team — ensuring faster turnaround, consistent quality, and zero missed steps. What This Workflow Does This workflow turns client requirements into ready-to-send proposals with minimal effort: 📝 Capture Client & Project Details – A webhook receives client information, project scope, budget range, and timeline. 🧠 AI-Powered Proposal Writing – AI generates a structured, client-ready proposal tailored to the project requirements. 📄 HTML Proposal Formatting – The proposal content is converted into a clean, professional HTML layout. 📑 PDF Generation – The HTML proposal is automatically converted into a downloadable PDF. 📧 Email Delivery – The proposal PDF is emailed directly to the client. ☁️ Google Drive Storage – A copy of the proposal is saved for record-keeping and reuse. 💬 Slack Notification – Your team is notified when a proposal is generated and sent. 🔁 Webhook Response – Returns a confirmation response for frontend or system integrations. Key Features 🤖 AI Proposal Generation – Automatically creates professional proposals based on project inputs. ⚙️ End-to-End Automation – From input submission to PDF delivery, everything runs automatically. 📄 Professional PDF Output – Client-ready proposals with clean formatting. 📧 Automated Email Sending – No manual follow-ups required. ☁️ Centralized Storage – All proposals stored securely in Google Drive. 💬 Team Notifications – Instant Slack alerts for visibility and tracking. 🔀 Flexible Integration – Can be triggered from forms, CRMs, or web apps. Perfect For 🚀 Freelancers & Consultants – Send proposals faster without writing from scratch. 🏢 Agencies & Service Providers – Standardize proposal quality across teams. 📈 Sales & Operations Teams – Reduce manual work and response time. 💻 Startups & Small Businesses – Look professional without extra overhead. 🧠 Remote Teams – Keep everyone aligned with automated notifications. What You’ll Need Required Integrations 🌐 Webhook Trigger – Receives client and project details. 🤖 OpenAI – Generates proposal content. 📄 HTMLCSS to PDF – Converts HTML proposals into PDFs. 📧 Gmail – Sends proposal emails to clients. ☁️ Google Drive – Stores generated proposal files. 💬 Slack – Sends internal notifications. Optional Enhancements 📊 CRM Integration – Save proposal data to HubSpot, Airtable, or Salesforce. 🎨 Brand Customization – Add logos, brand colors, and styling to proposals. 🌍 Multilingual Proposals – Generate proposals in different languages. 🔐 Approval Step – Add internal approval before sending proposals. 📈 Analytics Dashboard – Track proposal volume and turnaround time. 📎 File Attachments – Include additional documents with the proposal email. Quick Start 1️⃣ Import the workflow template into your n8n workspace 2️⃣ Connect credentials for OpenAI, Gmail, Google Drive, Slack, and HTMLCSS to PDF 3️⃣ Send test data to the webhook with client and project details 4️⃣ Review the generated proposal PDF 5️⃣ Activate the workflow and start sending proposals automatically Customization Options 1️⃣ Proposal Branding – Update HTML layout, fonts, and colors. 2️⃣ AI Prompt Tuning – Adjust tone, length, or structure of proposals. 3️⃣ Email Messaging – Customize email subject and content. 4️⃣ Slack Messages – Modify notification text or channels. 5️⃣ Drive Organization – Change folder structure for stored proposals. 6️⃣ Pricing Logic – Adjust calculations for budget or timeline. Expected Results ⚡ Faster Proposal Turnaround – Generate proposals in minutes instead of hours. 🤖 Consistent Quality – Every proposal follows a structured format. 📧 Instant Delivery – Clients receive proposals immediately. 🗂️ Organized Records – All proposals stored automatically. 💬 Better Team Visibility – Everyone stays informed with Slack alerts. Workflow Structure Visualization 📝 Webhook Input ↓ 🧠 AI Proposal Generation ↓ 📄 HTML Formatting ↓ 📑 PDF Conversion ↓ 📧 Email Delivery ↓ ☁️ Google Drive Storage ↓ 💬 Slack Notification ↓ 🔁 Webhook Response 🚀 Ready to Automate Proposal Creation? Import this template and let AI handle proposal writing, formatting, delivery, and tracking — so you can focus on closing deals faster. ✨