Workflow Templates

Who is this for? This workflow is tailored for content creators, artists, and developers who use Ko-fi to receive financial support through donations, subscriptions, or product sales. Use case This workflow automates the process of receiving and categorizing payment notifications from Ko-fi, ensuring that creators can focus on their work rather than administrative tasks. What this workflow does Webhook Reception**: The workflow listens for incoming payment notifications from Ko-fi via a configured webhook. Token Verification**: It validates incoming requests to ensure they originate from Ko-fi using a verification token for enhanced security. Type Differentiation**: It categorizes payments into types—donations, subscriptions, and shop orders—allowing for tailored handling for each payment type. Custom Response Options**: Depending on the payment type received, the workflow activates specific actions or processes, enabling seamless integration with other applications or services. Setup Webhook Configuration: Access the Webhook node within the workflow and take note of your unique webhook URL. Visit your Ko-fi webhooks management page at Ko-fi Webhooks Management and input this URL. Verification Token Setup: In your Ko-fi account, locate the verification token in the advanced settings. Input this token in the Prepare node of your n8n workflow. Enable the Workflow: Activate the workflow in n8n to start listening for incoming webhook notifications. Testing: Use the test feature in the Ko-fi webhooks settings to send a test webhook to ensure everything is functioning as expected. How to customize this workflow to your needs Add Actions for Each Payment Type**: You can modify the Donation, Subscription, and Shop Order nodes to include actions such as sending emails, logging payments within a database, or triggering notifications. Enhance Security Measures**: You can further refine the Check token node to include additional checks or to log all incoming webhook requests for monitoring. Integration with Other Services**: Consider linking this workflow with messaging platforms (e.g., Slack, Discord) or CRM tools to keep your supporters informed or to manage relationships more effectively. Custom Fields**: If needed, adjust the fields captured in the Subscription and Shop Order nodes to include more data or different parameters based on your specific use case.

Who this is for This template is for everyone that wants to download their n8n Cloud invoices automatically as a PDF instead of downloading them manually. How it works This workflow checks your Gmail inbox for new n8n invoice emails from n8n's payment provider Paddle. Once it finds something, it converts the URL into a PDF using pdflayer and saves it in Google Drive. Setup Setup your Gmail and Google Drive credentials Create a free account at https://pdflayer.com/ Insert your pdflayer API key into the Setup node Insert the URL to the wanted drive folder into the setup node (make sure to remove everything after the ?) How to adjust it to your need Instead of saving the PDF in Google drive, you could also save it in your local system, any other storage provider or send the PDF automatically to the right person in your company.

WebSecScan: AI-Powered Website Security Auditor This n8n workflow provides comprehensive website security analysis by leveraging OpenAI's models to detect vulnerabilities, configuration issues, and security misconfigurations. The workflow generates a professional HTML security report delivered directly via Gmail. Key Features Dual-Layer Security Analysis:** Performs parallel security audits using specialized OpenAI agents: Header Configuration Audit: Analyzes HTTP headers, CORS policies, CSP implementation, and cookie security Vulnerability Assessment: Identifies XSS vectors, information disclosure, and client-side weaknesses Detailed Security Grading:** Automatically calculates a security grade (A+ to F) based on findings severity and quantity Professional Report Generation:** Creates a comprehensive HTML report with: Security grade visualization Color-coded vulnerability categories Detailed recommendations with example configuration fixes Header presence/absence indicators Implementation guidance for remediation Non-Invasive Testing:** Performs analysis without active scanning or exploitation attempts Technical Implementation Multi-Agent Architecture:** Utilizes two specialized OpenAI agents with custom prompts tailored for security analysis Advanced Header Analysis:** Detects presence and proper implementation of critical security headers: Content-Security-Policy Strict-Transport-Security X-Content-Type-Options X-Frame-Options Referrer-Policy Permissions-Policy Intelligent Issue Detection:** Uses JavaScript processing to analyze OpenAI outputs and count critical/warning issues Responsive HTML Report:** Dynamically generates a mobile-friendly report with detailed findings and recommendations Setup Requirements 1. OpenAI API Configuration Create an OpenAI API key at platform.openai.com In n8n, go to Settings → Credentials → New → OpenAI API Enter your API key and save 2. Gmail Integration Navigate to Settings → Credentials → New → Gmail OAuth2 API Complete the OAuth authentication flow Configure recipient email in the "Send Security Report" node 3. Workflow Customization (Optional) Modify the form title/description in the Landing Page node Upgrade from gpt-4o-mini to gpt-4o for more comprehensive analysis Add additional recipients to the email report Usage Instructions Activate the workflow and access the form via the generated URL Enter any website URL to analyze (including the http:// or https:// prefix) Receive a detailed security report via email within minutes Share findings with your development team to implement fixes This workflow represents a non-invasive security assessment tool. For production environments, complement with professional penetration testing services.

Automated Weekly Project Cost Reports with MySQL and Outlook HTML Emails 🧠 Use Case Need to keep your finance or operations team updated on missing project costs? This practical automated report workflow does the job without AI — and saves hours weekly. Runs on a weekly schedule Queries your MySQL database for projects missing cost data Filters by budgeted_project_cost IS NULL Generates a clean HTML email report Sends it through Microsoft Outlook to relevant teams 🚀 How It Works Schedule Trigger – Runs every Monday at 8 AM MySQL Node – Connects and runs SQL to fetch project data missing budgeted_project_cost Switch Node – Routes logic based on cost_center (e.g., Retail, Service, Projects) Outlook Nodes – Sends formatted HTML emails; each node handles a specific group Dynamic Content – Inject values using mustache tags like {{ $json.project_name }} 🔧 Setup Instructions MySQL Setup: Ensure the MySQL node is connected using a valid credential set: Hostname/IP Port (default: 3306) Database name Username with SELECT permissions Password Query Example: SELECT project_name, cost_center FROM tabProject WHERE status = 'Open' AND project_type = 'External' AND budgeted_project_cost IS NULL; Outlook Configuration: Connect your Microsoft Outlook node using OAuth2 credentials. Rename each Outlook node clearly (e.g., Send Email - Retail, Send Email - Service). Switch Node: Modify cost center values as needed to match your organization (e.g., 'Retail', 'Service', 'Projects'). HTML Email Formatting: Customize the HTML message body using inline styles and mustache syntax. Sample: Missing Budgeted Cost Report Project: {{ $json.project_name }} Cost Center: {{ $json.cost_center }} Recipients: Replace amjid@amjidali.com with the actual email addresses of the concerned teams. 📘 Read More 👉 Why Simple Workflows Work 📺 Demo & Tutorial 🎥 Watch the video walkthrough: https://youtube.com/@syncbricks 👤 About the Creator Amjid Ali 🌐 amjidali.com 📘 n8n Book 🎓 Learn n8n > “Start simple, scale smart. Even basic workflows like this can save your team hours!” — Amjid Ali

This template streamlines your Instagram content posting workflow by connecting Google Drive for image storage, using OpenAI for AI-generated captions, and leveraging Facebook Graph API for automated publishing. Pre-requisites Before setting up this workflow, ensure you have: A Google account with access to Google Drive An OpenAI API key for AI caption generation A Facebook Developer account with Instagram Graph API access An Instagram Business or Creator account connected to a Facebook Page n8n.io account with workflow access Setup Instructions Configure Data Source Create a Google Sheet with the following columns: Name: Filename of your image in Google Drive Caption: Optional custom caption (leave empty for AI-generated captions) URL: your Video Reel or Image in Google Drive Connect Google Drive Add your Google Drive credentials in the "Google Drive" node Specify the folder path where your Instagram image/Video are stored Configure the node to retrieve image files based on filenames from your Google Sheet Set Up OpenAI Integration Add your OpenAI API key to the credentials Configure the OpenAI node to generate engaging captions based on image content Adjust temperature and model parameters for desired creativity level Configure Facebook Graph API Connect your Facebook account with Instagram access Set up the Facebook Graph API node to post to your Instagram Business/Creator account Ensure proper image formatting (1:1, 4:5, or 16:9 aspect ratios supported by Instagram) Workflow Automation Setup Configure the scheduler node to run at your preferred frequency Set up error handling to notify you of any posting failures Add conditional nodes to use either custom or AI-generated captions Execution Instructions After completing all connections, test the workflow with a single image Monitor the execution in the n8n dashboard to ensure proper functioning View the "Executions" tab to track successful posts and troubleshoot any errors Adjust posting frequency and scheduling as needed This template saves hours of manual Instagram posting work while maintaining an authentic presence. Perfect for social media managers, content creators, and businesses looking to maintain consistent Instagram activity without the daily manual effort. The workflow handles image retrieval, caption generation or customization, proper Instagram API formatting, scheduled posting, and execution tracking - all in one automated solution.

Who is it for? If you are getting a lot of emails into your Gmail inbox, then probably some of those can be solved easly by replying or by doing specific short tasks. But analyzing whole email thread content just to catch up with multiple threads can be very wasteful. So by using AI you can actually get simple propositions of what should be done before closing this specific email and actual proposed answer to that email. This is especially useful if you need to do some actions before replying to email. In that case you can simply assign task to specific person, await until it's done, copy-paste AI answer when it's done, and close. Another good use would be if on one inbox there are working multiple people. It can make the process much more streamlined. How It Works? Script runs on your selected trigger. If you are using section "Read and Star", then you may use "Email Trigger". Automation is looking for exiting open Todoist tasks, that have the same title as email If task does not exist, then we are asking AI to analyze thread and give output that is Todoist-API-ready: having summary of email content having proposed actions to be taken having proposed answer to this email If email was unstarred for some reason but task was not closed, then task is being closed automatically. Script FOR PURPOSE is not trying to unstar messagess which have closed tasks, because this could lead to some inconsistencies. How to set up? Select and setup your triggers, depending on your needs Setup connections using N8N instructions. You will need: Gmail Todoist AI (in this workflow OpenAI is used) (Optional) Remove "Read and Star" section if you don't want tasks automatically read and starred. (Optional) Adjust AI node - especially useful if you want to use different model or have response in different language NOTE Chat does not heave memory attached on purpose. The purpose is that it should analyze each inbox message separately, not in thread. When using memory, it can get lost easily. NOTE2 You might want to adjust limits on nodes "Get Unread From Inbox", "Get Starred From Inbox" and "Get Open Tasks", especially if having issues with model complying to output structure. And that's it. I hope that this automation will make your Gmail <-> Todoist process much more streamlined! What's More? There is actually more that you could do with this automation, but it really depends on your needs. For example, you could add Form trigger to handle incoming support requests. Another thing is that you could replace Todoist with Asana or any database (like NocoDB) if you are using it for your task management.

Workflow Description This workflow helps content creators automatically repurpose YouTube videos into SEO-friendly blog posts. It extracts the video transcript, uses AI to generate a full blog post with a relevant image, and sends the complete package via email, ready for publication. Prerequisites/Requirements This workflow relies on external AI services. You will need: OpenAI Account: Used for generating the blog post text (specifically mentioned using GPT-4o in the workflow notes). Credentials: Requires an API key from OpenAI. Cost: OpenAI API usage is typically paid based on the amount of text processed (tokens). Check OpenAI's current pricing. Setup: Sign up at OpenAI and obtain your API key. Dumpling AI Account: Used for retrieving YouTube video transcript and generating the blog post image. Credentials: Requires an API key from Dumpling AI. Cost: Dumpling AI offers 250 free credits to start with and different plans for different levels of usage. Check the pricing page for more details. Setup: Sign up at Dumpling AI and obtain your API key/credentials. Email Account: Credentials for the email service (e.g., Gmail) used to send the final result. How it works Input Video Details: You provide the YouTube video URL and your email address. Get Transcript: The workflow fetches the transcript of the specified YouTube video. Generate Content: An AI model crafts a blog post (title, description, body) based on the transcript. Create Image: Another AI model generates a suitable image for the blog post. Format & Package: The blog post is converted to HTML, and the image is prepared for sending. Email Result: The final HTML blog post and image are emailed to you. Set up steps Configure Variables: Enter the specific YouTube video URL and the recipient email address in the "Set Variables" node. Connect Credentials: Add your credentials for the services used (e.g., OpenAI for text generation, Dumpling AI for YouTube Transcript and AI image generation service). Connect Email Credentials: Authenticate your Gmail account (or chosen email provider) to allow the workflow to send the email. Take it to the next level Direct Publishing:** Instead of emailing the result, connect directly to your CMS (like WordPress, Ghost, Webflow) to automatically create a draft or publish the blog post. AI Agent Integration:** Replace the single "Generate Blog Post" step with an AI Agent for more sophisticated content generation, potentially researching topics or structuring the post section by section based on the transcript. Social Media Snippets:** Add steps to generate companion social media posts (e.g., for Twitter, LinkedIn) summarizing the blog post. Batch Processing:** Modify the trigger to read multiple YouTube URLs from a spreadsheet or database to convert videos in bulk. Enhanced SEO:** Refine the AI prompts to specifically target keywords or incorporate SEO best practices more deeply into the generated content. Multiple Image Options:** Generate several image variations and include them in the email or draft post for selection.

This n8n template reviews and audits recently active Google Drive files and reports on files with excessively open permissions. This shows how you can automate simple compliance tasks for access control management. File Sharing Permissions are routinely abused when access needs and scopes expand to many colleagues, clients and users. Often, granting excessively open permissions means you can get back to work rather than deal with numerous access request notifications. Whilst sometimes justified, the problem is that the permissions are rarely reverted to a safer setting at a later date when it is no longer needed. This template serves to improve your security posture by giving frequent reminders of these open files so that they can be actioned and not forgotten about. See example Audit Report here: https://docs.google.com/spreadsheets/d/1V2aiLhp3_nH7EBniMn7D0kFHg7-A5NjpDZXMhb4F5UI/edit?gid=503992967 How it works A scheduled trigger runs everyday to generate a new audit report. A new sheet is created in a designated Google Sheets document to store the day's results. The Google Drive node is used with Advanced Search params to fetch recently modified files for the user with each file result containing the current permission settings. The results are filtered for those with publicly accessible "anyone with link" and sharing with external users via domain. The results are then manipulated into rows so that we can append them to the Sheet we created earlier. The audit Google Sheet is updated with the results and an audit report is sent to the user to action. How to use Set the scheduled trigger to a more appropriate interval which works for you or your organisation. Consider using allowlists for organisations you frequently share with to reduce the number of false positives. The results can be forwarded to other security or analytical products as required. Requirements Google Drive for Document Management Google Sheet for Reports and Data Collection Gmail to Email Reports Customising the workflow Not using Google? Apply the same approach using Microsoft Sharepoint or Dropbox. If your security policies require it, you could automate fixing the file permissions as a proactive action instead and notify the user later.

This n8n template imports purchase order submissions from Outlook and converts attached purchase order forms in XLSX format into structured output. Data entry jobs with user-submitted XLSX forms are time consuming, incredibly mundane but necessary tasks which in likelihood are inherited and critical to business operation. While we could dream of system overhauls and modernisation, the fact is that change is hard. There is another way however - using n8n and AI! N8N offers an end-to-end solution to parse XLSX form attachments using LLM-powered OCR and send the extracted output to your ERP or otherwise. How it works An Outlook trigger is used to watch for incoming purchase order forms submitted via a shared inbox. The email attachment for the submission is a form in xlsx format - like this one Purchase Order Example - which is imported into the workflow. The 'Extract from File' node is used with the 'code' node to convert the xlsx file to markdown. This is so our LLM can understand it. The Information Extractor node is used to read and extract the relevant purchase order details and line items from the form. A simple validation step is used to check for common errors such as missing PO number or the amounts not matching up. A notification is automated to reply to the buyer if so. Once validation passes, a confirmation is sent to the buyer and the purchase order structured output can be sent along to internal systems. How to use This template only works if you're expecting and receiving forms in XLSX format. These can be invoices, request forms as well as purchase order forms. Update the Outlook nodes with your email or other emails as required. What's next? I've omitted the last steps to send to an ERP or accounting system as this is dependent on your org. Requirements Outlook for Emails Check out how to setup credentials here: https://docs.n8n.io/integrations/builtin/credentials/microsoft OpenAI for LLM document understanding and extraction. Customising the workflow This template should work for other Excel files. Some will be more complicated than others so experiment with different parsers and extraction tools and strategies. Customise the Information Extractor Schema to pull out the specific data you need. For example, capture any notes or comments given by the buyer.

Automate Digital Delivery After PayPal Purchase Using n8n A Complete Step-by-Step Guide to Seamless Template Delivery Built by Amjid Ali – SyncBricks Deliver personalized files instantly after PayPal transactions using n8n – without writing a single backend line. 🚀 What This n8n Workflow Does This automation template helps you automatically deliver a digital product (such as an n8n template or JSON file) to customers who pay via PayPal — within seconds. You can: Automatically extract customer info Identify what was purchased Send a clean, branded email with the product file Promote your other courses, books, and tools 📦 Use Case Example Product: AI-Powered Social Media Content Generator & Publisher When a customer buys this product through PayPal, this automation: Listens for a successful payment event Fetches order details via API Sends an HTML email with the template attached Promotes your other offerings with embedded links 🔧 Prerequisites You’ll need: An n8n instance (self-hosted or n8n Cloud) A PayPal developer account PayPal OAuth2 credentials configured in n8n Your product hosted as a downloadable .json file (Oracle, Dropbox, GitHub, etc.) SMTP email credentials in n8n 🧠 Step-by-Step Setup 1. Webhook Trigger Node: Webhook Listens for a POST request from PayPal’s webhook for PAYMENT.CAPTURE.COMPLETED events. 📌 Add the webhook to your PayPal Developer App > Webhooks. 2. Wait Node: Wait Adds a brief delay to ensure the payment is completely processed before continuing. 3. Filter Event Type Node: Switch Processes only when the event is PAYMENT.CAPTURE.COMPLETED. 4. Fetch Order Details Node: HTTP Request Retrieves the order information from PayPal's Orders API. URL format: https://api.paypal.com/v2/checkout/orders/{{ order_id }} 5. Extract Email & Product Info Node: Set Extracts first name, last name, email address, and the purchased item name. 6. Identify Product Purchased Node: Switch Checks if the product is “AI-Powered Social Media Content Generator & Publisher”. 7. Download Workflow File Node: HTTP Request Fetches the hosted workflow JSON from object storage (Oracle in this case). 8. Convert to Downloadable File Node: Code Converts the JSON content into a binary file and attaches it. 9. Send Custom Email Node: Send Email Sends a rich HTML email to the buyer with: Their name The file attachment Product name Helpful resource links: 📘 Mastering n8n Course on Udemy 📖 Step-by-Step Guide (n8n Book) 🎓 n8n Video Tutorials (Free Course) ☁️ Sign up for n8n Cloud – Use code AMJID10 🎥 YouTube Video Walkthrough 📚 Additional Learning Resources 🚀 My Full Automation Suite Explore more and master n8n with these resources: 🎓 Mastering n8n (Full Udemy Course) 📕 Get Your Step-by-Step Guide (n8n Book) 🎥 Get Step-by-Step Tutorials (Video Course) ☁️ Sign up for n8n Cloud 💡 Templates, Tools, and More 📺 YouTube Channel – SyncBricks 🙋 Need Help or Customization? Reach out! Email: amjid@amjidali.com LinkedIn: linkedin.com/in/amjidali Website: syncbricks.com

Instagram Auto-Comment Responder with AI Agent Integration Version: 1.1.0 ‧ n8n Version: 1.88.0+ ‧ License: MIT A fully automated workflow for managing and responding to Instagram comments using AI agents. Designed to improve engagement and save time, this system listens for new Instagram comments, verifies and filters them, fetches relevant post data, processes valid messages with a natural language AI, and posts context-aware replies directly on the original post. Key Features 💬 AI-Driven Engagement: Intelligent responses to comments via a GPT-powered agent. ✅ Webhook Verification: Handles Instagram webhook handshake to ensure secure integration. 📦 Data Extraction: Maps incoming payload fields (user ID, username, message text, media ID) for processing. 🚫 Self-Comment Filtering: Automatically skips comments made by the account owner to prevent loops. 📡 Post Data Retrieval: Fetches the media’s id and caption from the Graph API (v22.0) before generating a reply. 🧠 Natural Language Processing: Uses a custom system prompt to maintain brand tone and context. 🔁 Automated Replies: Posts the AI-generated message back to the comment thread using Instagram’s API. 🧩 Modular Architecture: Clear separation of steps via sticky notes and dedicated HTTP Request and Agent nodes. Use Cases Social Media Automation**: Keep followers engaged 24/7 with instant, relevant replies. Community Building**: Maintain a consistent voice and tone across all interactions. Brand Reputation Management**: Ensure no valid comment goes unanswered. AI Customer Support**: Triage simple questions and direct followers to resources or support. Technical Implementation Webhook Verification Node: Webhook + Respond to Webhook Echoes hub.challenge to confirm subscription and secure incoming events. Data Extraction Node: Set Maps payload fields into structured variables: conta.id, usuario.id, usuario.name, usuario.message.id, usuario.message.text, usuario.media.id, endpoint. User Validation Node: Filter Skips processing if conta.id equals usuario.id (self-comments). Post Data Retrieval Node: HTTP Request (Get post data) GET https://graph.instagram.com/v22.0/{{ $json.usuario.media.id }}?fields=id,caption&access_token={{ credentials }} Captures the media’s caption for richer context in replies. AI Response Generation Nodes: AI Agent + OpenRouter Chat Model Uses a detailed system prompt with: Profile persona (expert in AI & automations, friendly tone). Input data (username, comment text, post caption). Filtering logic (spam, praise, questions, vague comments). Returns either the reply text or [IGNORE] for irrelevant content. Posting the Reply Node: HTTP Request (Post comment) POST {{ $json.endpoint }}/{{ $json.usuario.message.id }}/replies with message={{ $json.output }} Sends the AI answer back under the original comment. Instructions for Setup Import Workflow In n8n > Workflows > Import from File, upload the provided .json template. Configure Credentials Instagram Graph API (Header Auth or FacebookGraphApi) with instagram_basic, instagram_manage_comments scopes. OpenRouter/OpenAI API key for AI agent. Customize System Prompt Edit the AI Agent’s prompt to adjust brand tone, language (Brazilian Portuguese), length, or emoji usage. Test & Activate Publish a test comment on an Instagram post. Verify each node’s execution, ensuring the webhook, filter, data extraction, HTTP requests, and AI Agent respond as expected. Extend & Monitor Add sentiment analysis or lead capture nodes as needed. Monitor execution logs for errors or rate-limit events. Tags Social Media • Instagram Automation • Webhook Verification • AI Agent • HTTP Request • Auto Reply • Community Management

Target Audience You will find this workflow or template perfect if you are in the internal talent acquisition teams, recruitment agencies, HR professionals, and hiring managers seeking to bulk automate the initial screening of CVs and resumes. Eg. Automatically get result of candidate who has been shortlisted/rejected with its rationale and score automatically. By eliminating manual evaluation and screening, you get smart AI-Agent helping you to have standardized efficient, and scalable solution for handling large volumes of applications. With bulk automation, you can focus strategic decision-making rather than tedious screening tasks, ensuring a faster, more accurate, and fair hiring process. Key focus This workflow focusses on having a more organized file-folder management, trackable candidate cv, maintainable job description, autonomous ai-agent. Organized Folder-File Structure – CVs are automatically categorized based on their status, ensuring a structured workflow and easy retrieval Candidate Tracker – A real-time tracking system records the state of each CV, allowing recruiters to monitor the shortlisted, rejected, or KIV (Keep in View) candidates. AI Agent for Decision Automation – The AI autonomously orchestrates screening decisions, replacing manual LLM configurations with dynamic AI-driven evaluations for scalability and accuracy. Maintainable Job Description Management – A structured job description file ensures continuous updates, keeping hiring criteria flexible and aligned with recruitment needs. Email Notifications – The system automatically sends receipt confirmations upon processing completion, providing timely updates to recruiters. Features - Workflow Automated Resume Screening Workflow This workflow leverages Groq Llama4 for intelligent resume analysis, speeding the screening process by generating a matching score, result (shortlisted/rejected/kiv), and key insights/rationale into their suitability for provided job description. Step-by-Step Process: Monitors Google Drive:** Listens and checks for new resume cv in google drive . Retrieve Resume:** Downloads the CV resumes from google drive . Extract Resume Data:* Extract *text content** from CV resume PDF files Extract Job Description Data:* Extract *text content** from job description Analyze with Groq:** Generate a matching score based on job requirements. [SCORE: 1-10] Provide decision into their job suitability. [SHORTLISTED/REJECTED/KIV] Provide actionable insights into their job suitability. [REASON] This ensures a fast, efficient, and accurate screening process, eliminating manual evaluation. Setup Guide Step-by-Step Instructions Ensure all credentials are ready and setup (groq, gdrive ,gmail, gsheet, gdoc) View official n8n documentation on node setup accordingly. See also the notes of setup . Folder & File Setup 1. Create a google-drive folder like this View directory example 2. Create a job description like this View file example 3. Configure a tracker like this ( Candidate Name, AI Score,AI Verdict, AI Reason) View file example email conversations report as you like. You are ready to go!