Workflow Templates

Description This automation manages Stripe disputes by fetching dispute data, formatting it, logging it into Google Sheets, updating related payment records, and notifying the customer via email. It ensures finance and support teams always have up-to-date dispute information while keeping customers informed automatically. What This Template Does (Step-by-Step) 📋 Manual Trigger → Start the workflow manually. 🔗 Fetch Latest Disputes from Stripe → Retrieves the 5 most recent disputes via the Stripe API. 🛠 Format Stripe Dispute Data → Cleans and restructures the raw Stripe response (dispute_id, charge_id, amount, currency, reason, status, respond_by, etc.). 📊 Log Dispute in Disputes Sheet → Appends a new row in the Disputes sheet for historical record-keeping. 📧 Send Customer Dispute Notification Email → Notifies the customer about the dispute with all relevant details (amount, status, respond-by date). 📑 Find Payment in Ledger → Searches the Payments Sheet for a matching charge_id. ✅ Check if Payment Exists → Confirms whether the disputed payment already exists in the ledger. ✏️ Update Payment Record with Dispute Info → If found, updates the existing payment row with dispute details (status, dispute amount, respond_by date, etc.). Prerequisites Stripe account + API key Google Sheets with: Disputes Sheet (for logging disputes) Payments Sheet (for updating transactions) Gmail account with OAuth2 credentials Key Benefits ✅ Keeps a historical log of all disputes in one sheet ✅ Updates existing payment records with dispute status ✅ Sends automatic customer notifications to reduce confusion ✅ Helps finance and support teams track disputes in real time Perfect For Finance teams handling payment disputes Support teams needing automatic customer updates Businesses that want clear visibility into disputes alongside payment records

Filter incoming emails via IMAP, extract & clean the body into plain text, normalize (title/slug/snippet/date/from/url), check for duplicates in Postgres, store as a row in a Notion database, then send a Telegram notification. Perfect for building a knowledge base or inbox triage automation without duplicate noise. Key Features IMAP polling (Only UNSEEN). Extract & clean HTML → plain text. Normalization: title, snippet, bodyText, slug, messageId, sentAt, fromAddress, sourceUrl. Deduplication via Postgres (SELECT EXISTS). Create page in Notion database (property mapping). Telegram success notification. Tags: email, imap, notion, postgres, deduplication, telegram, automation, knowledge-base Prerequisites IMAP access (Gmail/Outlook/Custom). Gmail: enable IMAP + App Password if using 2FA. Notion Integration Token & Database ID (database must be shared with the integration). PostgreSQL accessible from n8n. (Optional) Telegram Bot Token & Chat ID.

Overview This workflow is an AI-powered Salon Booking Assistant that automates hair, beauty, and spa appointment scheduling through a Webhook trigger. It interacts with the user in natural conversation, collects booking details (service type, stylist preference, date/time, and any special requests), finalizes the draft, and confirms the appointment by storing it in Google Calendar and sending an email confirmation — fully automated end-to-end. How It Works 1. User Interaction The workflow starts when a user submits a request via the Webhook. The AI agent asks step-by-step questions: Type of service (haircut, facial, manicure, etc.) Preferred stylist (optional) Preferred date & time Any additional notes (special treatments, products, etc.) Once details are gathered, it generates a draft appointment summary. 2. Confirmation & Personal Details The user reviews the draft and confirms. The assistant then asks for personal details (name, email, phone number). 3. Booking & Notifications After confirmation, the details are sent to Google Calendar to create an appointment. A confirmation email is sent to the user with all booking information. A final webhook response confirms that the appointment is successfully booked. How to Use Triggered directly via a Webhook URL (can be embedded in your salon website or mobile app). Simply fill in the details, and the assistant will guide the user step by step until the booking is finalized. Once completed, the user receives both an email confirmation and an on-screen success message. Requirements To use this workflow, you’ll need: n8n account** (self-hosted or cloud) Webhook node** (for booking trigger) OpenAI or OpenRouter API Key** (for AI-driven conversation) Google Calendar API access** (to create appointments) Gmail / SMTP credentials** (to send confirmation emails)

📊 Description Streamline customer support with a real-time, AI-powered answer engine that detects incoming support emails, classifies intent, identifies the customer’s GEO region, and generates a tailored reply ready to send. 📧 🤖 This workflow intelligently adjusts tone and clarity based on region (US, UK, India, Canada, Australia, etc.) and ensures every outgoing message is structured, compliant, and highly contextual. Valid queries receive an automated reply via Gmail and a Slack summary, while non-support messages are flagged for manual review. A perfect automation for scaling support operations with precision and personalization. 🌍⚡ 🔁 What This Template Does 1️⃣ Listens for unread incoming emails using Gmail Trigger. 📥 2️⃣ Extracts sender, subject, and message snippet for analysis. 🔍 3️⃣ Uses AI to classify if the email is a real support query. 🤖 4️⃣ If valid, predicts the customer’s GEO region (US/UK/India/Canada/EU/etc.). 🌍 5️⃣ Generates a GEO-optimized reply in structured JSON (subject, body, tone). ✍️ 6️⃣ Formats the AI response and sends the final email via Gmail. 📤 7️⃣ Sends a Slack notification summarizing the reply, GEO used, and outcome. 💬 8️⃣ Routes non-query emails to Slack for manual human review. ⚠️ 9️⃣ Includes strict JSON validation to avoid malformed AI outputs. 📐 🔟 Logs summary details for reporting and operations visibility. 📊 ⭐ Key Benefits ✅ Automates personalized support replies with region-specific tone ✅ Eliminates manual triage of common support queries ✅ Ensures consistent, professional, and compliant customer communication ✅ Reduces response time with real-time processing ✅ Flags edge-cases and non-queries for manual review ✅ Integrates seamlessly with Gmail + Slack for end-to-end visibility 🧩 Features Gmail Trigger for real-time email intake AI classification (support vs non-support) GEO inference engine based on language, email, and context GPT-4o-mini for tailored response generation Strict structured JSON output parsing Slack notifications for both automated replies and manual reviews Error handling with Slack alerting Full automation loop from triage → reply → logging 🔐 Requirements Gmail OAuth2 credentials Slack API credentials OpenAI API key (GPT-4o-mini) n8n with LangChain nodes enabled 🎯 Target Audience Customer support teams needing faster personalized replies SaaS founders and solopreneurs automating support Global support teams managing multi-region messaging Operations teams wanting consistent support tone and compliance

This automated n8n workflow securely backs up Gmail attachments to Google Drive by triggering on new emails, retrieving the attachments, and uploading them to a designated Drive folder. The process includes a delay to ensure reliable execution and notifies the user via WhatsApp upon completion. Good to Know The workflow triggers on new Gmail messages A short wait ensures proper processing Attachments are uploaded to Google Drive A WhatsApp message confirms the backup How It Works New Email Received** - Initiates the workflow on new Gmail messages Fetch Email Details** - Retrieves the new email message Wait for Processing** - Adds a short delay for reliable processing Process Attachment Data** - Processes the attachment data Upload to Google Drive** - Uploads the attachment to Google Drive Notify via WhatsApp** - Sends a WhatsApp message to confirm the backup How to Use Import the workflow into n8n Configure Gmail API credentials Set up Google Drive API credentials Configure WhatsApp API or integration credentials Test with a sample email containing an attachment Adjust the wait duration if needed Requirements Gmail API credentials Google Drive API credentials WhatsApp API or integration credentials Customizing This Workflow Modify the wait duration in the Wait node to optimize processing time Adjust the Code node to handle specific attachment types or folder destinations in Google Drive

Elevate Your Website’s Ranking: Automated Daily SEO Audits Boost your online visibility and stay ahead of the curve with this Automated SEO Audit Workflow Template. This solution streamlines the crucial task of monitoring your website’s health, proactively identifying issues, and ensuring peak performance without the manual grind. It’s your personal, tireless SEO assistant, designed to save you time and provide actionable insights for driving organic traffic and enhancing your search engine optimization (SEO). Benefits & Target Audience Proactive Issue Detection** Catch SEO errors and performance bottlenecks as they emerge before they impact your rankings. Time & Resource Savings** Automate daily checks so your team can focus on strategy, not manual audits. Comprehensive Insights** Receive on-page, technical, performance, accessibility, and security checks in a single, styled HTML report. Ideal for: Website owners, bloggers, digital marketing agencies, SEO specialists, web developers, and e-commerce businesses are committed to maintaining a strong online presence and improving organic search performance. Detailed Workflow Daily Trigger A Schedule Trigger node fires the audit at your chosen time each day. Configuration Use the Set Variables node to define the target URL, the recipient, and the sender's email addresses. Content Fetch An HTTP Request node retrieves your site’s raw HTML. On-Page Analysis The HTML node parses critical elements (titles, meta descriptions, H1/H2 headings, image alt tags). Audit Logic A Code node runs your custom SEO audit script covering on-page, technical, performance (Core Web Vitals), accessibility, and basic security checks—to generate actionable findings. Report Delivery A Gmail node formats those findings into a clean HTML report and emails it to your specified recipients. Required APIs & Customization APIs Needed:** Gmail (or Slack) credentials for report delivery. Easy Customization:** Target URLs & Recipients: Update in “Configure Target & Recipients.” Audit Frequency: Adjust the Schedule Trigger (e.g., hourly, weekly). Report Branding: Customize the HTML/CSS in the Gmail/Slack node. Delivery Channels: Swap Gmail for Slack, Teams, or your preferred notification service.

Extract content from PDFs, generate two different test versions with AI, and create formatted Google Docs with automated email delivery. This workflow extracts text from PDF teaching materials, uses OpenAI to generate 10 test questions in two different versions (Group A and B), creates a formatted Google Doc, and sends an email notification with the document link. Perfect for teachers who need to prevent student cheating while saving time on test creation. Tools used: OpenAI GPT-4o-mini, Google Docs, Google Drive, Gmail

Run professional email campaigns with A/B testing, Google Sheets tracking, and Slack analytics. FEATURES: A/B testing with automatic 50/50 split Email validation and deduplication Batch processing with anti-spam delays Professional HTML email templates Complete campaign tracking and logging Real-time Slack notifications WORKFLOW: Trigger campaign (manual, scheduled Monday 9AM, or webhook) Read and validate contacts from Google Sheets Assign A/B variants automatically Send personalized HTML emails via Gmail Log results and update contact status Slack notifications on start/completion/errors SETUP: Create Google Sheet with 4 tabs: Contacts: name, email, segment, sent, unsubscribed, sent_date, campaign, variant, error_msg Campaigns: Campaign ID, Name, Start Date, Total Contacts, Valid, Invalid, Already Sent, Unsubscribed, Variant A, Variant B, Status, End Date, Duration Send Log: Timestamp, Campaign ID, Email, Name, Variant, Subject, Status Metrics: Campaign ID, Opens, Clicks, Unsubscribes Replace YOUR_DOCUMENT_ID in all Sheets nodes Connect Gmail credentials Connect Slack (#marketing, #errors channels) CUSTOMIZABLE: Company name, colors, logo in Configure Campaign node Email content and design in Prepare Email node A/B test subjects Batch size and delays IDEAL FOR: Newsletters, product launches, marketing campaigns, announcements, and any bulk email needs.

📊 Description Ensure suppliers never miss a follow-up by automating overdue purchase order tracking and scheduling. 📦⏰ This workflow checks Airtable every weekday morning for open POs older than seven days without scheduled follow-ups, generates Google Calendar events, updates Airtable with the follow-up link, and sends notifications to your team via Slack and Gmail. It centralizes supplier management and eliminates manual reminders, helping operations teams stay on top of aging purchase orders and vendor commitments. 📅📣 🔁 What This Template Does 1️⃣ Runs on a weekday schedule (default: 10 AM) to scan Airtable for overdue open POs. 📆 2️⃣ Filters POs with missing follow-up links and older than 7 days. 🔍 3️⃣ Processes each overdue PO one by one. 🔄 4️⃣ Creates a Google Calendar event for each supplier follow-up. 📅 5️⃣ Saves the event link back into Airtable and updates follow-up status to “Pending.” 📝 6️⃣ Sends initial and final Slack notifications with PO details and scheduling links. 💬 7️⃣ Sends a Gmail confirmation email to the assigned supplier or internal team. ✉️ 8️⃣ Ensures all stakeholders have quick access to follow-up links and event details. 🔗 ⭐ Key Benefits ✅ Automates supplier follow-up scheduling with zero manual effort ✅ Prevents overdue purchase orders from being forgotten ✅ Consolidates PO aging logic, event creation, and notifications ✅ Keeps suppliers and internal teams aligned with one workflow ✅ Ensures follow-ups are consistently logged and traceable in Airtable ✅ Improves accountability for purchasing and operations teams 🧩 Features Weekday schedule trigger (cron-based) Airtable “Purchase Orders” table integration Google Calendar event creation with tracking links Airtable record update with follow-up status Slack notifications (initial + final) Gmail email confirmations Batch processing for multiple overdue POs Automated vendor accountability loop 🔐 Requirements Airtable Personal Access Token Google Calendar OAuth2 credentials Slack API token Gmail OAuth2 credentials Airtable table containing: PO ID, Supplier Info, Status, PO Date, Follow-up Link 🎯 Target Audience Procurement & purchasing teams Operations managers handling vendor communication Supply chain coordinators tracking overdue POs Teams using Airtable for purchase order management Businesses that need consistent supplier follow-ups

WooCommerce Inventory Reorder Automation with n8n, Gmail & Slack Alerts Automatically track product sales and inventory levels in WooCommerce and trigger reorder notifications when stock runs low or sales spike. This n8n workflow runs daily, analyzes all WooCommerce orders to calculate SKU-wise sales, compares them with current product stock, calculates an optimal reorder quantity and sends automated alerts via Email (Gmail) and Slack when a product meets reorder conditions. Quick Implementation Steps (Get Started Fast) Import the workflow JSON into your n8n instance. Connect WooCommerce, Gmail and Slack credentials. Set the Schedule Trigger to run daily. Update email recipients and Slack channel. Activate the workflow. What It Does This workflow automates inventory monitoring and reorder decision-making for WooCommerce stores. On a daily schedule, it fetches all orders from WooCommerce and calculates how many units of each SKU were sold. This gives you a clear picture of recent sales velocity without manual reporting. The workflow then retrieves live product inventory data from WooCommerce, including current stock levels and low-stock thresholds. Sales data and product data are merged using SKU matching and evaluated using logical conditions to determine whether a product should be reordered. When a product meets the reorder criteria, the workflow calculates an optimal reorder quantity using average daily sales, supplier lead time and safety stock logic. It then automatically notifies the purchasing team via email and Slack, ensuring no critical stock replenishment is missed. Who’s It For This workflow is ideal for: WooCommerce store owners Inventory and supply chain managers E-commerce operations teams Businesses looking to reduce stockouts Teams that want proactive, automated purchase alerts Requirements to Use This Workflow To use this workflow, you will need: An active n8n instance A WooCommerce store with: Products using SKUs Stock management enabled WooCommerce API credentials with access to: Orders Products A Gmail account connected to n8n (OAuth2) A Slack workspace with bot permissions Basic understanding of n8n nodes and credentials How It Works & How To Set Up Step-by-Step Workflow Logic Schedule Trigger (Daily) The workflow runs automatically once per day. Fetch All WooCommerce Orders Retrieves all available orders from WooCommerce. No status or date filtering is applied. Calculate Sales per SKU A JavaScript Code node loops through order line items. Quantities sold are aggregated per SKU. Fetch All WooCommerce Products Retrieves product inventory data including: Stock quantity Low stock threshold Product name Merge Sales & Product Data Sales data and product inventory data are merged using SKU matching. Reorder Eligibility Filter A product qualifies if either condition is met: Current stock ≤ low-stock threshold OR recent sales quantity ≥ 1.5× low-stock threshold Reorder Quantity Calculation Uses: Average daily sales Fixed lead time (7 days) Safety stock (5 units) Calculates recommended reorder quantity. Email Notification Sends a formatted HTML email with reorder details. Slack Notification Sends a real-time alert to a specified Slack channel. How To Customize Nodes You can easily adapt this workflow to your business needs: Schedule Trigger** Change execution frequency (daily, weekly, etc.). Sales Calculation Code** Modify logic to: Ignore certain SKUs Add time-based filtering Apply weighted averages Filter Conditions** Adjust reorder rules: Change sales multiplier Use AND logic instead of OR Reorder Formula** Update lead time or safety stock values. Integrate supplier-specific rules. Email & Slack Nodes** Replace recipients and channels. Customize message formatting or branding. Add-ons (Extend the Workflow) You can enhance this workflow with: Automatic purchase order creation in ERP systems Google Sheets logging for reorder history Vendor-specific reorder logic Forecast-based inventory planning Approval workflows before notifications Webhook integration with procurement tools Use Case Examples Primary use cases include: Preventing stockouts in fast-moving WooCommerce stores Automating daily inventory monitoring Supporting purchasing teams with data-driven reorder alerts Replacing manual stock checks and spreadsheets Improving response time to sudden sales spikes There are many more variations of this workflow that can be adapted to different industries and store sizes. Troubleshooting Guide | Issue | Possible Cause | Solution | |-----|---------------|----------| | No emails sent | Gmail credentials not connected | Reconnect Gmail OAuth2 | | No Slack alerts | Wrong channel ID or permissions | Update channel and Slack app scopes | | Reorder triggered too often | Filter logic too sensitive | Adjust threshold values | | Missing sales data | Products without SKUs | Ensure all products have SKUs | | Workflow fails | WooCommerce API limits | Reduce frequency or paginate data | Need Help? Need assistance setting up this workflow or customizing it for your business? Our n8n workflow development team at WeblineIndia specializes in building advanced n8n automations, WooCommerce integrations and end-to-end business process workflows. Whether you need enhancements, add-ons or a completely custom automation solution, our experts are here to help you streamline operations and scale efficiently. Contact WeblineIndia to get started with smarter automation today.

1. Who's It For HR teams managing multiple new hires monthly. Small-to-medium businesses automating onboarding processes. Companies wanting consistent onboarding experiences. Remote-first teams needing streamlined provisioning. Growing startups scaling their hiring operations. Organizations seeking data-driven onboarding insights. 2. How It Works Captures new hire data via Jotform (name, email, position, department, start date). Extracts employee information including IT requirements and preferences. Analyzes role with AI Agent (GPT-4o-mini) for intelligent profiling. Determines priority level: standard, high, or executive. Generates personalized onboarding goals and training recommendations. Routes executive hires to HR alert path for VIP treatment. Sends welcome email to new employee with personalized plan. Notifies manager with prep checklist and onboarding goals. Creates IT setup request with hardware and software requirements. Logs all data to Google Sheets for tracking and analytics. Offers: AI-powered planning, smart routing, automated notifications, centralized tracking. 3. How to Set Up 1. Create Jotform with required fields (employee name, email, position, department, start date, manager, laptop type, experience level). 2. Import workflow JSON to n8n via Workflows → Import from File. 3. Add credentials: Jotform API, OpenAI API, Gmail OAuth2, Google Sheets. 4. Update Jotform Trigger node with your form ID. 5. Configure Extract Onboarding Data node field mappings to match your form. 6. Add OpenAI API key to OpenAI Chat Model node. 7. Update email addresses in Gmail nodes (welcome email, manager notification, IT request, HR alert). 8. Create Google Sheet with columns matching the Log to Database node. 9. Connect Google Sheets node to your spreadsheet. 10. Customize AI Agent system prompt for your company culture. 11. Test workflow with sample Jotform submission. 12. Activate workflow and monitor executions. Requirements n8n instance (cloud or self-hosted with LangChain support). Credentials: Jotform API key, OpenAI API key, Gmail OAuth2, Google Sheets access. Jotform account for employee onboarding forms. Google Workspace for email and spreadsheet integration. OpenAI API credits (~$0.01-0.03 per employee with gpt-4o-mini). Core Features AI-Powered Analysis: Intelligent role assessment and priority classification. Smart Routing: Executive hires get VIP treatment with HR alerts. Personalized Welcome Emails: Customized onboarding plans with goals and training. Manager Preparation: Automated prep checklist with employee details and expectations. IT Provisioning: Detailed setup requests with hardware and software needs. Database Logging: Complete audit trail in Google Sheets for analytics. Flexible Configuration: Easy customization for different company needs. Scalable Processing: Handles unlimited onboarding submissions automatically. Use Cases & Applications HR Departments: Automate repetitive onboarding tasks for all new hires. Remote Companies: Streamline equipment shipping and virtual onboarding. Fast-Growing Startups: Scale hiring without increasing HR headcount. IT Teams: Reduce equipment provisioning turnaround time. Managers: Get standardized prep instructions for every new team member. Executive Hiring: VIP onboarding path for leadership positions. Key Benefits Time Savings: 15+ hours saved per hire on manual coordination. Consistency: Every employee gets the same high-quality onboarding experience. Personalization: AI tailors plans based on role, department, and experience. Visibility: Real-time tracking of all onboarding activities in one place. Scalability: Handle 1 or 100 hires per month with zero additional effort. Compliance: Ensure all required steps are completed and documented. Employee Experience: New hires feel welcomed and prepared from day one. Data Insights: Track onboarding metrics and identify improvement areas. Customization Options Adjust AI priority classification logic for your org structure. Add custom fields to Jotform (team size, remote/office, security clearance). Modify email templates with company branding and messaging. Create department-specific onboarding workflows. Add Slack notifications for real-time alerts. Integrate with HRIS systems via HTTP Request nodes. Build custom reporting dashboards from Google Sheets data. Add follow-up sequences (day 7, day 30, day 90 check-ins). Include document signing workflows (offer letters, NDAs). Schedule calendar events automatically for first day and orientations. Important Disclaimers Requires n8n with LangChain support for AI Agent functionality. Test thoroughly before deploying to production onboarding. Ensure GDPR/CCPA compliance when collecting employee data. Monitor OpenAI API costs based on monthly hiring volume. Verify email deliverability and avoid spam filters. Keep employee data secure with proper access controls. Review AI-generated content for accuracy and appropriateness. Customize for your specific company policies and culture. Backup Google Sheets data regularly for compliance. Update manager and IT team email addresses before activation.

Generate AI newsletters from form inputs and send via SendGrid Streamline your email marketing process with this AI-powered "Human-in-the-Loop" workflow. It allows you to generate high-quality, targeted newsletters from a simple form input, review them via email, and automatically distribute them to your subscribers upon approval. ## Who is this for? Digital marketers, content creators, community managers, and small business owners who want to maintain consistent communication with their audience but need to reduce the time spent on drafting and formatting emails. ## What does this workflow do? Input Collection: Starts with a user-friendly n8n Form where you input the newsletter topic, target audience, and sender details. Data Logging: Automatically saves the form responses to a Google Sheet for your records. AI Generation: Uses OpenAI (GPT-4o) to draft a catchy subject line and valuable body content formatted in Markdown based on your inputs. Approval Process: Sends a "Review Request" email to your inbox (via Gmail). This email contains a preview of the newsletter and a special link to approve it. Execution Wait: The workflow pauses and waits for you to click the approval link. Distribution: Once approved, it converts the Markdown to HTML and sends the final newsletter to your subscriber list using SendGrid. ## Requirements OpenAI API Key:** To utilize GPT-4o for content generation. Google Cloud Account:** Required for the Google Sheets (logging) and Gmail (approval notifications) nodes. SendGrid Account:** Required for sending the final newsletter to your subscribers. n8n version:** Ensure you are using a version that supports the LangChain nodes. ## How to set up Configure Credentials: Set up your credentials for OpenAI, Google (Sheets & Gmail), and SendGrid within n8n. Subscriber List: Open the Workflow Configuration node (Set node). Replace the placeholder with your comma-separated list of subscriber emails. Google Sheets: Create a Google Sheet with columns for topic, target, sender, and admin_email. Update the Store Form Responses node with your Document ID and Sheet Name. Sender Verification: In the SendGrid node, ensure the "From Email" matches a verified sender identity in your SendGrid account. Test: Click "Test Workflow," fill out the Form Trigger URL, and check your email for the approval draft. Click the link in the email to finish the process. ## How to customize Change the AI Model:** You can swap the OpenAI model node for Anthropic (Claude) or a local LLM if preferred. Adjust the Prompt:* Edit the system message in the *Generate Newsletter Content** agent node to change the tone or structure of the newsletter. Swap Email Providers:** If you don't use SendGrid or Gmail, simply replace these nodes with the email service of your choice (e.g., Mailchimp, Outlook, AWS SES).