Workflow Templates

Video Introduction Want to automate your inbox or need a custom workflow? 📞 Book a Call | 💬 DM me on Linkedin Transform your messy inbox into a calm, organized command center - in minutes - using this ready-to-use n8n automation! Tired of your Gmail looking like this? With this template, you can have this instead: What does this automation do? AI-powered categorization:** Every new email is analyzed with OpenRouter AI and sorted into categories you define (like Orders, Support, Invoices, Urgent, etc.). Instant color-coded labels:** The workflow creates and applies Gmail labels with custom colors, so you can spot important messages at a glance. Supports Gmail’s Multiple Inboxes:** Display different categories in their own sections—see what matters most right away. Flexible and customizable:** You control the categories and definitions using a simple Google Sheet. How it works – Step by Step See the full setup & demo: Copy the Template Open the n8n workflow template and click Use for free. Log in (or sign up) for n8n Cloud for the quickest start. Customize Your Categories in Google Sheets Use the provided Google Sheets template linked in the workflow notes. Go to File → Make a copy to your own Drive. Edit the categories and their definitions for your business. Example: Add categories like “Existing Order Questions,” define each one to guide the AI, and copy your Google Sheet’s URL into the workflow config node. Connect AI with OpenRouter Go to OpenRouter.ai, log in, and generate a new API key. Paste your API key into the workflow where prompted. Test and Activate the Workflow Connect your Gmail account to n8n. Hit “Test Workflow”—watch as the AI processes your latest emails and applies labels automatically. Labels will appear instantly in Gmail, and any missing ones are created by the automation. Schedule Automatic Runs Switch workflow status to Active in n8n. Set the scheduler trigger—most people use hourly, but you can use crontab.guru for custom times (like only business hours). Tips for Best Results Color Code Your Labels:** In Gmail, you can assign colors to labels—set high-priority categories (like “Customer Complaints”) to a bright color to stand out. Upgrade Your Gmail View:** Enable Multiple Inboxes in Gmail’s settings and set up sections for your key categories. Example search queries: in:inbox label:customer-complaints OR label:urgent-emails in:inbox label:existing-order-questions in:inbox label:support-requests Why Use This? Get rid of inbox chaos for good - no more lost emails or missed deadlines Fully customize the system to your business with just a Google Sheet Works with zero coding - set up in 10-15 minutes Flexible: add auto-replies, draft suggestions, and more as you grow

🎉 Do you want to master AI automation, so you can save time and build cool stuff? I’ve created a welcoming Skool community for non-technical yet resourceful learners. 👉🏻 Join the AI Atelier 👈🏻 Monitor Zalando product pricing and get notified if a Zalando product price falls under a limit you have defined. This n8n workflow lets you follow the evolution of the price of products you select. For each product, you define a minimal price. The workflow automatically scrapes the price for you on a daily basis. If the price falls under your minimal price settings, you receive a notification. This workflow is very easy to use. From a simple form, just paste the URL of the Zalando product you want to monitor and fill in the minimal price. Features Monitor Zalando Product price: follow the price evolution of your favorite Zalando products. Email notification: set a minimal price, if the product price falls below this limit, you get notified by email. Visual price evolution: get a graphical overview of the product pricing evolutions. Automated Daily check-up: this workflow automatically checks the price of your selected Zalando products on a daily basis. Set up Copy this workflow to your n8n interface. Create a new Google Spreadsheet, copy this template Setup your workflow with your Google credential, your email, and your copy of the Spreadsheet. Activate the Workflow and start pasting Zalando product URLs. I hope you will enjoy this workflow that is probably one of the simplest ways to monitor the pricing evolution of your favorite Zalando products. Feel free to contact me should you have any questions or suggestions. Created by the n8n.inja ✨ follow on X 📺 follow on YT

✨ AI Client Onboarding Agent: Auto Welcome Email Generator Transform your client onboarding from manual follow-up into an intelligent automation system. This streamlined n8n workflow monitors Google Forms submissions, generates personalized welcome emails with onboarding checklists using AI, and delivers professional first impressions instantly to every new client. 🔄 How It Works This efficient 6-step automation ensures no new client is ever missed: Step 1: Continuous Form Monitoring The workflow monitors your Google Sheets (connected to Google Forms) every minute, instantly detecting new client submissions and triggering the onboarding process. Step 2: Intelligent Data Processing Client information is automatically extracted and formatted from form responses, including name, email, company details, service requirements, and special onboarding notes. Step 3: Dynamic Checklist Generation A comprehensive 6-step onboarding checklist is created, covering essential phases from account setup through first milestone review, ensuring consistent client experiences. Step 4: AI-Powered Email Creation Google Gemini generates personalized welcome emails featuring: Custom greetings using the client's actual name Service-specific onboarding instructions Professional checklist formatting Company-branded messaging and signatures Contextual guidance based on their specific needs Step 5: Instant Email Delivery Welcome emails are automatically sent to new clients within minutes of form submission, creating immediate engagement and professional first impressions. Step 6: Robust Error Handling Built-in error monitoring ensures workflow reliability, with automatic failure detection and recovery processes to prevent missed onboarding opportunities. ⚙️ Setup Steps Prerequisites Google Workspace account for Forms, Sheets, and Gmail Google Gemini API access for email generation n8n instance (cloud or self-hosted) Basic understanding of Google Forms and Sheets integration Required Google Forms Structure Create a client intake form with these essential fields: 📝 Required Form Fields: Client Name (Short answer text) Email Address (Email field with validation) Company Name (Short answer text) Services Needed (Paragraph text or multiple choice) Any Other Onboarding Info (Optional paragraph text) Form Settings: Enable "Collect email addresses" for verification Set responses to automatically populate Google Sheets Configure confirmation message for client experience Add form validation for required fields Configuration Steps 1. Credential Setup Google Sheets OAuth2**: Monitor form responses and access client data Google Gemini API Key**: Generate intelligent, personalized email content Gmail OAuth2**: Send automated welcome emails with professional formatting Google Forms Integration**: Ensure seamless data flow from forms to sheets 2. Google Sheets Configuration Verify your form responses sheet contains proper column headers: | Timestamp | Client name | email | Company Name | Services Needed | Any other onboarding info | 3. Onboarding Checklist Customization Default 6-step checklist includes: Account Setup**: User accounts, access credentials, initial configurations Welcome Call Scheduled**: Personal introduction and expectations setting Document Collection**: Contracts, requirements, project specifications Service Configuration**: Platform setup, integrations, custom settings Onboarding Session**: Training, walkthrough, initial guidance First Milestone Review**: Progress check, feedback collection, next steps 4. Email Template Personalization AI email generation can be customized for: Service-Specific Content**: Different messaging for different service types Company Branding**: Consistent voice, tone, and visual identity Client Segmentation**: Premium vs standard client experiences Industry Customization**: Specialized language for different business sectors 5. Workflow Activation and Testing Import workflow JSON into your n8n instance Configure all credential connections and verify permissions Test with sample form submissions to ensure accuracy Activate Google Sheets trigger for continuous monitoring 🚀 Use Cases Professional Service Providers Consultants**: Streamline client onboarding for multiple service offerings Agencies**: Maintain consistent welcome experiences across all new accounts Freelancers**: Create professional first impressions without manual effort Coaches**: Ensure every new client receives immediate, personalized guidance SaaS & Technology Companies Software Platforms**: Welcome new users with setup instructions and support App Developers**: Guide users through initial configuration and features Tech Consultants**: Provide immediate next steps for technical implementations Digital Services**: Establish clear expectations and timelines from day one Education & Training Organizations Online Course Creators**: Welcome students with course access and schedules Training Companies**: Provide immediate onboarding for corporate clients Educational Consultants**: Guide parents and students through program enrollment Certification Programs**: Establish clear pathways for certification completion Healthcare & Wellness Wellness Coaches**: Welcome new clients with program overviews and expectations Healthcare Practices**: Streamline patient onboarding with forms and procedures Therapy Practices**: Provide immediate guidance for new patient relationships Fitness Trainers**: Establish workout schedules and goal-setting sessions Financial Services Financial Advisors**: Welcome new clients with account setup and meeting scheduling Insurance Agents**: Guide clients through policy setup and documentation Accounting Firms**: Establish bookkeeping processes and document collection Investment Firms**: Provide immediate next steps for portfolio management 🔧 Advanced Customization Options Multi-Service Workflow Management Create specialized onboarding paths: Service Type Detection: Analyze form responses to determine service category Conditional Checklists: Generate different steps based on service requirements Tiered Onboarding: Premium clients receive enhanced welcome experiences Industry-Specific Templates: Customize messaging for different business sectors Enhanced Client Communication Expand beyond basic welcome emails: Multi-Step Email Sequences**: Follow-up emails for incomplete onboarding steps Calendar Integration**: Automatic welcome call scheduling with calendar links Document Sharing**: Automated access to onboarding portals and resources Progress Tracking**: Client-facing dashboards showing onboarding completion Team Collaboration Features Keep your team informed and engaged: Slack Notifications**: Alert team members about new client onboarding Task Assignment**: Automatically create tasks in project management tools CRM Integration**: Push new client data to Salesforce, HubSpot, or Pipedrive Calendar Scheduling**: Book welcome calls across team member calendars Quality Assurance & Analytics Monitor and improve onboarding effectiveness: Email Delivery Tracking**: Monitor open rates and engagement metrics Onboarding Completion Rates**: Track which clients complete all steps Response Time Analysis**: Measure speed from form submission to email delivery Client Feedback Integration**: Collect and analyze onboarding experience ratings 📊 Generated Email Examples Standard Service Welcome: Hi Sarah Johnson, Welcome to our service! We're excited to work with Digital Marketing Solutions on your upcoming project. Based on your submission, here's your personalized onboarding checklist: ✅ ONBOARDING CHECKLIST Account Setup - We'll create your project dashboard and send login credentials Welcome Call Scheduled - Let's discuss your goals and timeline in detail Document Collection - We'll gather all necessary project requirements and assets Service Configuration - Our team will customize our approach for your specific needs Onboarding Session - We'll walk you through our process and answer any questions First Milestone Review - We'll schedule a check-in to ensure everything is progressing smoothly Your project details: • Services Needed: SEO optimization and content strategy • Special Requirements: Focus on local search rankings What's next? Our team will reach out within 24 hours to schedule your welcome call and begin the account setup process. Best regards, Your Digital Marketing Solutions Team Premium Client Welcome: Hi Michael Chen, Welcome to our premium service tier! We're thrilled to partner with Tech Innovations Inc. on this exciting project. Your VIP onboarding experience includes: 🌟 PREMIUM ONBOARDING CHECKLIST Priority Account Setup - Dedicated account manager assignment within 2 hours Executive Welcome Call - Direct access to our senior team for strategic discussion Expedited Document Collection - Streamlined process with dedicated support Custom Service Configuration - Tailored solutions designed specifically for your needs Comprehensive Onboarding Session - Extended session with our technical experts Weekly Milestone Reviews - Regular check-ins to ensure optimal progress Your premium benefits: • Dedicated account manager: Will be assigned today • Priority support: 4-hour response time guarantee • Custom reporting: Weekly progress dashboards Next steps: Your dedicated account manager will contact you within 2 hours to schedule your executive welcome call. Best regards, Your Tech Innovations Inc. Premium Team 🛠️ Troubleshooting & Best Practices Common Issues & Solutions Google Forms Integration Field Mapping**: Ensure form field names exactly match workflow expectations Response Timing**: Verify Google Sheets updates immediately after form submission Permission Issues**: Confirm n8n has proper access to Google Workspace services Data Validation**: Implement form validation to prevent incomplete submissions Email Delivery Challenges Gmail Limits**: Monitor daily sending limits and implement appropriate delays Spam Prevention**: Use professional email templates and avoid promotional language Email Formatting**: Ensure AI-generated content maintains professional appearance Delivery Confirmation**: Implement tracking for email delivery and open rates AI Content Quality Prompt Refinement**: Continuously improve AI prompts based on output quality Brand Consistency**: Ensure generated emails match your company voice and tone Template Variations**: Create multiple templates for different service types Quality Review**: Implement periodic manual review of AI-generated content Optimization Strategies Response Time Enhancement Trigger Frequency**: Balance monitoring frequency with system resources Processing Efficiency**: Optimize data transformation steps for faster execution Error Recovery**: Implement retry logic for failed email deliveries Queue Management**: Handle high-volume periods with intelligent batching Client Experience Improvement Personalization Depth**: Use all available form data for maximum personalization Follow-up Automation**: Create additional workflows for onboarding step completion Feedback Collection**: Gather client feedback on onboarding experience quality Continuous Improvement**: Regular review and refinement of onboarding processes Business Process Integration CRM Synchronization**: Ensure new client data flows to all relevant systems Team Workflows**: Integrate onboarding triggers with internal task management Resource Allocation**: Automatically assign team members based on service types Progress Tracking**: Implement systems to monitor onboarding completion rates 📈 Success Metrics Efficiency Improvements Response Time**: Reduce new client response time from hours to minutes Consistency**: Achieve 100% consistent welcome experience for all new clients Team Productivity**: Eliminate manual onboarding email creation entirely Error Reduction**: Prevent missed follow-ups and incomplete onboarding processes Client Experience Measurements First Impression Quality**: Measure client satisfaction with initial welcome experience Onboarding Completion**: Track percentage of clients completing all onboarding steps Engagement Rates**: Monitor email open rates and response rates to welcome messages Time to Value**: Measure how quickly new clients achieve first project milestones 📞 Questions & Support Need assistance with your AI Client Onboarding Agent setup or optimization? 📧 Expert Implementation Support Email**: Yaron@nofluff.online Response Time**: Within 24 hours on business days Specialization**: Client onboarding automation, AI email generation, Google Workspace integration 🎥 Comprehensive Learning Resources YouTube Channel**: https://www.youtube.com/@YaronBeen/videos Complete setup and configuration tutorials for Google Forms and Sheets Advanced AI prompt engineering for personalized client communications Integration guides for popular CRM and project management platforms Best practices for professional service provider automation Troubleshooting common Google Workspace and Gmail integration issues 🤝 Professional Community & Networking LinkedIn**: https://www.linkedin.com/in/yaronbeen/ Connect for ongoing client onboarding automation support and consulting Share your client acquisition and onboarding success stories Access exclusive workflow templates for different service industries Join discussions about client experience automation and business growth 💬 Support Request Best Practices Include in your support message: Your service type and typical client onboarding process Current client volume and expected growth projections Specific customization requirements for your industry Integration needs with existing CRM or project management tools Any technical errors or workflow execution issues Ready to create unforgettable first impressions for every new client? Deploy this AI Client Onboarding Agent and transform your client acquisition process into a seamless, professional experience that starts strong relationships from day one!

Who is this for? This workflow is ideal for: Customer support teams looking to reduce manual response time SaaS companies that frequently receive product inquiries E-commerce stores with common customer questions about orders, shipping, and returns What problem is this workflow solving? Manually responding to repetitive customer emails is inefficient, prone to inconsistency, and time-consuming. This workflow solves the issue by: Automatically replying to real customer inquiries 24/7 Ensuring every response is consistent, friendly, and based on approved knowledge Preventing responses to non-inquiries like newsletters or confirmations Logging every interaction for traceability, analysis, and compliance What this workflow does This AI-powered Gmail auto-responder intelligently handles inbound emails with the following steps: Monitors your Gmail inbox for new incoming emails in real time Classifies each email as either an “Inquiry” or “Not Inquiry” using GPT-4 Gets context from a Google Sheets FAQ database The context will be used to determine the most accurate and helpful response Generates a professional reply only if it’s a valid inquiry (e.g., pricing, refund, product details) Builds a context-aware, helpful response using verified knowledge only Sends the reply to the original sender automatically Logs everything to a Google Sheet — original email, AI response, timestamp, and email address Example Use Case: An email comes in: "Hi, I want to know your pricing and refund policy." The workflow: Detects it’s an inquiry Finds the pricing and refund FAQs in your Google Sheet Sends back a professional response like: "Hi! Thanks for reaching out. Our pricing starts at \$99/month. Refunds can be requested within 30 days of purchase. Let us know if you have more questions!" Logs the interaction to your “Enquiry\_Log” tab Setup Copy the Google Sheet template here: 👉 Gmail Auto-Responder – Google Sheet Template This contains: A FAQ_Context tab (your knowledge base) An Enquiry_Log tab (interaction logs) Connect your Gmail account to the Gmail Trigger and Gmail Send nodes Add your OpenAI API key in the classification and response generator nodes Link the Google Sheet in both the FAQ lookup and logging nodes Test with a sample email — try asking a pricing and refund question to see the complete process in action How to customize this workflow to your needs Adjust tone or brand voice** in the AI prompt for a more casual or formal reply Modify classification rules** if your use case includes more custom logic Expand the FAQ database** to include new questions and answers Add multilingual support** by customizing the AI prompt to detect and respond in different languages Integrate CRM or ticketing systems** (like HubSpot, Zendesk, or Notion) to log or escalate unanswered queries

📦 Zip Multiple Files Dynamically This template enables you to dynamically bundle multiple files into a ZIP archive. Designed to be used as a Subworkflow, it’s modular, flexible, and easy to integrate into various workflows. The output is a single ZIP file with a name that includes the current date, time, and fileName. Shoutout: Code from: Tom (mutedjam) 👤 Who is this for? This workflow is perfect for: 🚀 Businesses automating file archiving tasks. 💻 Developers managing files programmatically. 📂 Anyone needing a reusable solution for bundling files into ZIP archives. ❓ What problem is this workflow solving? Manually zipping multiple files is: 🕒 Time-consuming. 🤔 Prone to errors. This workflow automates the process and, as a Subworkflow, ensures: ⚡ Consistent file archiving across different workflows. 🛠️ Reduced manual effort. 📈 Streamlined integration into existing automation. 🔧 What this workflow does 🗂️ Dynamically collects binary files from the input. 📦 Bundles them into a single ZIP archive. 🕒 Names the ZIP file with the current date, time, and a customizable fileName. ✅ Outputs the ZIP file, ready for storage or further processing. ⚙️ Setup 🔗 Add this Subworkflow to your existing workflows. 📥 Pass the binary files as input to the Subworkflow. ▶️ Call the Subworkflow to generate a ZIP file. 🛠️ How to customize this workflow to your needs 🌐 File Sources**: Adjust the input nodes in your parent workflow to connect to your preferred file sources. 📝 File Naming**: Customize the logic for the output fileName in the Subworkflow. 🚀 Additional Use Cases**: Use this Subworkflow in various scenarios, such as: ✉️ Sending ZIP files via email. ☁️ Uploading ZIP files to cloud storage. 🔄 Triggering further automation. 🎉 Why use this as a Subworkflow? Instead of building a fixed ZIP functionality for every workflow, this template offers a reusable solution that can be integrated into many different workflows effortlessly. Save time and ensure consistency across your automation projects! 💡

This n8n workflow reads emails from your Outlook inbox, drafts AI-powered replies using OpenAI, and routes them through the gotoHuman node for human approval before replying automatically. ✅ Key Features Reads Outlook emails** from today only (excluding those from your own address). AI-generated replies** crafted using OpenAI based on the subject and body of the email. Community node integration**: Uses the gotoHuman node for human review and approval of replies before sending. Safe sending**: Only approved responses are automatically sent back via Outlook. Expandable**: Can be easily modified to: Send drafts instead of full replies Include additional email filters Trigger at intervals or via webhook 🧠 Nodes Used Microsoft Outlook – Fetch and reply to emails OpenAI – Generates smart reply text gotoHuman – Human-in-the-loop approval system Loop Over Items, IF, Code, and Set nodes for processing logic Manual Trigger – For testing 🔧 Setup Instructions 1. Connect APIs Outlook OAuth2**: Go to Azure Portal Register an app Add Mail.Read, Mail.Send scopes Set redirect URI: https://api.n8n.cloud/oauth2-credential/callback Paste credentials in n8n credential manager OpenAI API**: Create account at OpenAI Create an API Key Add it to n8n credentials gotoHuman API**: Go to https://gotoHuman.ai and sign in Create a review template (e.g., “Email Responses”) Copy the Template ID and API key into n8n credentials 🪜 Workflow Steps Overview 1. Trigger Use the Manual Trigger to test or schedule execution with a cron node. 2. Filter Emails from Today A Code node outputs today's date in the proper yyyy-mm-dd format. const today = new Date(); today.setHours(0, 0, 0, 0); return [{ json: { searchQuery: received:${today.toISOString().split('T')[0]} } }]; 3. Search and Filter Outlook Messages Uses the Outlook node with a search query like: received:2025-08-06 -from:rbreen@ynteractive.com (Update to your email) 4. Generate AI Response Text prompt to OpenAI: subject: {{ $json.subject }} body: {{ $json.body.content }} System prompt: > You are a personal assistant helping respond to emails. I am an AI automation expert specializing in helping small and medium-size businesses automate processes. Create a short response to the email. Sign the email as Robert Breen. 5. Review with gotoHuman Submit AI output for human approval using the gotoHuman node. The output schema should match the Review Template fields (e.g., "email", "OriginalEmail"). 6. IF Node Decision If status is approved, send reply If not, return to loop for revision or skip ✏️ Customization Ideas ✉️ Send only drafts by skipping the "reply" step and storing results. 🕒 Schedule the workflow with a Cron trigger for automation. 🔎 Add label filters or subject keywords for advanced targeting. 🔗 External Links gotoHuman Community Node OpenAI Microsoft Outlook API Setup 💬 Need More Help? If you'd like help customizing this or building similar automations, reach out: Robert Breen AI & Automation Consultant 🌐 https://ynteractive.com 📧 robert.j.breen@gmail.com 🔗 LinkedIn

Smart Customer Support AI Agent with Gmail and Telegram Who is this for? This workflow is perfect for: Small to medium businesses** looking to automate customer support E-commerce stores** handling order inquiries and customer questions SaaS companies** providing technical support to users Service providers** managing appointment bookings and general inquiries Startups** wanting to provide 24/7 customer service without hiring full-time staff Agencies** managing client communications across multiple channels What problem is this workflow solving? Customer support is essential but resource-intensive. Common challenges include: Slow response times** leading to frustrated customers Repetitive questions** consuming valuable staff time Inconsistent responses** across different support agents Limited availability** outside business hours Scaling support costs** as business grows Context loss** when customers switch between channels This workflow eliminates these pain points by providing instant, consistent, and intelligent responses 24/7. What this workflow does Core Functionality Multi-Channel Monitoring: Simultaneously watches Gmail and Telegram for customer inquiries Intelligent Processing: Uses AI to understand customer intent and context Knowledge Base Integration: Accesses your company's FAQ and support information Contextual Responses: Provides personalized, helpful replies maintaining conversation history Smart Escalation: Automatically escalates complex issues to human agents Comprehensive Logging: Tracks all interactions for analytics and improvement AI Agent Capabilities Natural Language Understanding**: Comprehends customer questions in plain English Context Awareness**: Remembers previous conversations with each customer Knowledge Retrieval**: Searches your knowledge base for accurate information Response Generation**: Creates professional, brand-appropriate responses Escalation Decision**: Identifies when human intervention is needed Multi-Channel Support**: Handles Gmail and Telegram with channel-specific formatting Automation Features Auto-Response**: Replies to customers within seconds Email Management**: Marks processed emails as read Conversation Threading**: Maintains context in email threads and Telegram chats Error Handling**: Gracefully handles failures with admin notifications Analytics Tracking**: Logs interactions for performance monitoring Setup Prerequisites Active Google Workspace or Gmail account Telegram account for bot creation OpenAI API access Google Sheets access n8n instance (cloud or self-hosted) Step 1: Credential Setup Gmail OAuth2 Configuration Go to Google Cloud Console Create new project or select existing one Enable Gmail API Create OAuth 2.0 credentials Add authorized redirect URIs for n8n In n8n: Settings → Credentials → Add Gmail OAuth2 Enter Client ID and Client Secret Complete OAuth flow Telegram Bot Setup Message @BotFather on Telegram Create new bot with /newbot command Choose bot name and username Copy the bot token In n8n: Settings → Credentials → Add Telegram Enter bot token Set webhook URL in bot settings OpenAI API Configuration Sign up at OpenAI Platform Generate API key in API Keys section In n8n: Settings → Credentials → Add OpenAI Enter API key Choose appropriate model (gpt-4o-mini recommended) Google Sheets Setup Use existing Google account from Gmail setup In n8n: Settings → Credentials → Add Google Sheets OAuth2 Complete authorization flow Step 2: Google Sheets Preparation Create three Google Sheets in your Google Drive: Knowledge Base Sheet Sheet Name**: "Knowledge Base" Columns**: ID, Category, Question/Topic, Answer/Response, Keywords, Last_Updated Import sample data from the Knowledge Base example Customize with your company's FAQs and policies Escalation Tracker Sheet Sheet Name**: "Escalations" Columns**: Timestamp, Customer_Name, Customer_Contact, Inquiry_Summary, Escalation_Reason, Priority, Status, Assigned_To This will be auto-populated by the AI agent Interaction Log Sheet Sheet Name**: "Interaction Log" Columns**: Timestamp, Channel, Customer_Name, Customer_Contact, Inquiry_Subject, Customer_Message, AI_Response, Response_Time, Status This tracks all customer interactions for analytics Step 3: Workflow Configuration Import Template Copy the workflow JSON from the template In n8n: Import workflow from JSON Replace placeholder Sheet IDs with your actual Google Sheet IDs Update Sheet References Open each Google Sheets node Select your created sheets from the dropdown Verify column mappings match your sheet structure Customize AI Prompts Edit the "Customer Support AI Agent" node Update system message with: Your company name and description Brand voice and tone guidelines Specific policies and procedures Escalation criteria Configure Error Notifications (Optional) Set up Slack webhook or email notifications Update error notification node with your webhook URL Customize error message format Step 4: Testing Test Gmail Integration Send test email to your support Gmail account Check workflow execution in n8n Verify response is sent and email marked as read Check interaction logging in Google Sheets Test Telegram Integration Send message to your Telegram bot Verify bot responds appropriately Test conversation memory with follow-up messages Check escalation functionality with complex request Test Knowledge Base Ask questions covered in your knowledge base Verify AI retrieves and uses correct information Test with variations of the same question Ensure responses are consistent and helpful How to customize this workflow to your needs Brand Voice Customization Update the AI system prompt to include: Your company's tone (formal, casual, friendly) Key phrases and terminology you use Brand personality traits Communication style preferences Knowledge Base Expansion Add industry-specific FAQs Include product documentation Add troubleshooting guides Create category-specific responses Escalation Rules Customize when to escalate by modifying the AI agent instructions: Billing disputes over $X amount Technical issues requiring developer help Angry or dissatisfied customers Requests outside standard services Legal or compliance questions Additional Channels Extend the workflow to support: Slack**: Add Slack triggers and response nodes WhatsApp**: Integrate WhatsApp Business API Web Chat**: Add webhook triggers for website chat Discord**: Connect Discord bot integration Analytics Enhancement Add sentiment analysis to customer messages Implement customer satisfaction scoring Create automated reporting dashboards Set up alert thresholds for escalation rates Integration Opportunities CRM Integration**: Connect to HubSpot, Salesforce, or Pipedrive Ticketing System**: Link to Zendesk, Freshdesk, or Jira Service Desk E-commerce Platform**: Integrate with Shopify, WooCommerce, or Magento Calendar Booking**: Connect to Calendly or Acuity for appointment scheduling Advanced Features Multi-language Support**: Add translation capabilities Voice Messages**: Integrate speech-to-text for Telegram voice notes Image Recognition**: Process customer screenshots for technical support Proactive Outreach**: Send follow-up messages based on customer behavior Workflow Maintenance Daily Tasks Review escalation queue Monitor error notifications Check response quality in interaction log Weekly Reviews Analyze customer interaction patterns Update knowledge base with new common questions Review escalation reasons and optimize AI prompts Monthly Optimization Export interaction data for detailed analysis Calculate key metrics (response time, resolution rate, escalation rate) Update AI model parameters based on performance Expand knowledge base with seasonal or trending topics Key Metrics to Track Response Time**: Average time from customer message to AI response Resolution Rate**: Percentage of inquiries resolved without escalation Customer Satisfaction**: Based on follow-up surveys or sentiment analysis Escalation Rate**: Percentage of conversations requiring human intervention Channel Performance**: Effectiveness of Gmail vs Telegram vs other channels Knowledge Base Usage**: Which topics are accessed most frequently Peak Hours**: When customers contact support most often Troubleshooting Common Issues Gmail not triggering**: Check OAuth permissions and API quotas Telegram bot not responding**: Verify bot token and webhook configuration AI responses seem off**: Review and update system prompts Escalations not logging**: Check Google Sheets permissions and column mapping High escalation rate**: Expand knowledge base and refine AI instructions Performance Optimization Monitor OpenAI API usage and costs Adjust AI model temperature for response consistency Optimize knowledge base for faster searches Set appropriate conversation memory limits This workflow provides a solid foundation for automated customer support that can be extensively customized to match your specific business needs and grow with your company.

Advanced n8n Error Handling: Automated Email Alerts & Global Error Workflow Configuration In any automated environment, n8n workflows, while powerful, can sometimes encounter unexpected issues or fail during execution. Without a dedicated error handling strategy, these failures might go unnoticed, leading to incomplete processes, data inconsistencies, or critical operational disruptions. Manually monitoring every workflow execution or sifting through logs for error details is inefficient and can significantly delay crucial fixes. This is where a centralized, automated error management system becomes essential to maintain reliability and quickly address any problems. The "Advanced n8n Error Handling: Automated Email Alerts & Global Error Workflow Configuration" template provides a robust solution to proactively manage and respond to errors within your n8n instance. For more powerful n8n templates, visit our website or contact us at AI Automation Pro. We help your business build custom AI workflow automation and apps. Highlight features Automated Email Notifications:** Sends detailed HTML emails via Gmail for both execution and trigger failures, ensuring you're promptly informed. Centralized Error Management:** Acts as a single, dedicated workflow to catch and process errors from multiple other n8n workflows. Proactive Global Error Handler Configuration:** A scheduled task automatically scans and updates other active n8n workflows to use this workflow as their default error handler, ensuring consistent error management. Comprehensive Error Reporting:** Notification emails are rich with information, including error messages, stack traces, the last executed node, direct links to failed executions, and detailed trigger failure context. Dynamic Email Content:** The subject line and body of the notification email are dynamically adjusted based on whether the failure was an execution error or a trigger failure. Highly Customizable:** Offers flexibility to modify email content (HTML), change the notification channel (e.g., Slack, other email providers), and adjust the logic for updating other workflows' error handlers. Scheduled Operation:** The global configuration part runs on a user-definable schedule (e.g., daily, hourly) for proactive and automated error handling setup across your n8n instance. Who is this for? This workflow is designed for n8n users and administrators who want to: Establish a resilient and centralized error handling mechanism across their n8n instance. Receive immediate and detailed email notifications for any workflow failures. Automate the process of assigning a default error handling workflow to all their active n8n workflows. Save time on manually configuring error handlers for each individual workflow and ensure comprehensive error coverage. What problem is this workflow solving? / use case In an n8n environment with multiple workflows, errors can occur without immediate visibility. This can lead to: Unnoticed failures, potentially causing data loss or incomplete automated processes. Time-consuming diagnosis of issues due to a lack of readily available, detailed error information. Inefficiency and oversight from manually setting an error workflow for every new or existing workflow. This template tackles these issues by providing a proactive error management system. It not only alerts you to failures with comprehensive details but also ensures that your other workflows are automatically configured to use this centralized handler. What this workflow does This workflow operates in two distinct yet complementary parts: 1\. Scheduled Global Error Handler Configuration: Trigger:** Initiates based on a configurable schedule (e.g., daily, hourly). Identify Self:** Retrieves its own workflow ID to use as the designated error handler. Scan Workflows:** Fetches a list of all other workflows within your n8n instance. Conditional Update Logic:** For each active workflow found, it checks if: An error workflow (errorWorkflow setting) is not currently set, OR The currently set errorWorkflow is different from this central error handling workflow. The workflow is active. Apply Default Handler:** If the above conditions are met, it automatically updates the target workflow's settings. This sets the current workflow as its default error handler, ensuring that any future errors in those workflows are routed here. The callerPolicy setting is also removed during this update. 2\. Error Notification via Email: Trigger:** Activates whenever an error occurs in any n8n workflow that has this workflow designated as its errorWorkflow. Gather Error Context:** Collects vital information about the failure, such as: The base URL of your n8n instance. Specific details of the workflow that failed (name, ID). The nature of the error: whether it's an "execution error" (occurring mid-workflow) or a "trigger failure" (occurring at the start). Format Detailed Error Message:** Constructs a comprehensive HTML email tailored to the error type: For Execution Errors: The email includes a direct link to the failed execution's page, the timestamp of the error, the name of the last node that successfully executed, the error message, and the full error stack trace. For Trigger Failures: The email includes the timestamp, operational mode, error message, error name and description, relevant context data, details about the cause (message, name, code, status), and the stack trace. Send Email Notification:** Dispatches the formatted HTML email using Gmail to a predefined recipient. The email subject line dynamically indicates the name of the failing workflow and the type of error, providing a quick overview. Setup Import Workflow: Import the JSON file into your n8n instance. Configure Credentials: n8n API Access: Locate the nodes: "N8n Get Error Handler", "N8n Get All Workflows", and "N8n Update Workflow". For each, select or create new n8n API credentials. These credentials must have permissions to read all workflows (workflows.read) and update workflows (workflows.update). Gmail Access: Locate the "Gmail Send Notification" node. Select or create new Gmail OAuth2 credentials to authorize n8n to send emails on your behalf. Set Email Recipient and Sender Details: Navigate to the "Settings" node, which is connected directly after the "Error Trigger" node. Modify the value for the Email Receiver variable to the email address where error notifications should be sent. Optionally, update the Email Sender Name variable. Configure Schedule (Optional): Select the "Schedule Trigger" node. Adjust the "Trigger Interval" (e.g., Every Day, Every Hour) according to how frequently you want the workflow to scan and update the error handler settings for other workflows in your n8n instance. Activate Workflow: Ensure this workflow is toggled to "Active". Once active, its scheduled component will begin operating, and it will be ready to process and notify on errors from other linked workflows. Manual Configuration (Optional): While this workflow automates the assignment, you can also manually set this workflow as the errorWorkflow in the settings of any critical existing workflows for immediate protection. How to customize this workflow to your needs Email Content & Formatting:** Modify the HTML content within the "HTML For Execution Error" and "HTML For Trigger Error" nodes to alter the appearance, structure, or information included in the notification emails. Alternative Notification Channels:** Replace the "Gmail Send Notification" node with a different email service node (e.g., Microsoft Outlook, SendGrid) or integrate other notification platforms like Slack, Microsoft Teams, or Discord. Remember to adjust the input data mappings for the new node. Refine Global Update Logic:** Adjust the conditions within the "If No Default Error Handler Set" node if you need more granular control over which workflows are automatically updated (e.g., filter by workflow tags, names, or explicitly exclude certain workflows). Enrich Error Data:** Insert additional nodes after the "Error Trigger" but before the "Settings" node if you need to fetch more context about the error or the workflow that failed (e.g., look up related information from a database or API). Advanced Notification Routing:** Implement more complex logic prior to sending notifications. For example, you could use a Switch node to route error alerts to different email addresses or channels based on the name of the failing workflow or the severity of the error. Handling of callerPolicy:** The "Set Data" node is configured to remove the callerPolicy setting from workflows it updates. If your workflows rely on this setting, you may need to modify or remove this part of the "Set Data" node's code. Adjust Scheduled Task:** Change the frequency or timing of the "Schedule Trigger" to better suit your operational needs for the global error handler update.

Analyze and Explore your ZenDesk Support Requests using AI-Powered Knowledge Graph This template helps you create an interactive InfraNodus knowledge graph for your ZenDesk tickets using any search criteria (e.g. after a certain date, specific status, sender, keyword) that will automatically be sent to a selected Slack channel. Here's an example of the InfraNodus graph that shows the main topics and gaps in ZenDesk support tickets: You can use the workflow to: Get an instant overview of the main topics your customers are talking about Generate business and product ideas based on the blind spots identified using the InfraNodus AI See which topics correlate to the negative / positive sentiment understanding the weak and strong sides of your product and support Receive daily notifications on the main topics your customers are talking about via Slack / Telegram / Email and other channels Perform detailed search using a password-protected web form for tickets filtered by a certain date, status, tag, sender, keyword. Use the interactive graph to explore specific topics and concepts your customers are talking about — a great way to engage with their concerns in a non-linear way, bypassing the boring tabular interface Use the graph to explore the support requests by specific segments — e.g. status, priority, sentiment, tags, urgency. Use the graph generated as an AI expert available to your AI agents in other n8n workflows via InfraNodus GraphRAG. For instance, you could connect your knowledge base to the support tickets graph and let the agent discover possible solutions to your customers' most typical problems. See an sample template here. How it works You can start this workflow manually, with a daily / weekly trigger, or via a password-protected web form, where you can provide search requests. Once started, it will perform a ZenDesk tickets search with the default or your custom criteria. Then it will use the search results to generate an InfraNodus graph (or add the new data to an existing one), and — finally — use the InfraNodus AI endpoints to generate a topical summary and a product business idea based on the blind spots identified. The results are delivered a channel of your choice. Here's a description step by step: Start the workflow (manually or on schedule) Assign values to variables (search criteria, graph name) Perform ZenDesk support tickets search Convert the data received and submit it to InfraNodus to generate a knowledge graph Generate topical summary with InfraNodus Generate a business idea with InfraNodus (you can also change the setting to generate a question instead) Send a notification via Slack / Telegram / Email or back to the webform How to use You need an InfraNodus API account and key to use this workflow. You also need a ZenDesk account. It takes about 5 minutes to set everything up. Create an InfraNodus account. Get the API key at https://infranodus.com/api-access and create a Bearer authorization key for the InfraNodus HTTP nodes. Add the authorization key to all the InfraNodus HTTP nodes in the template (Steps 3, 5, and 6). Generate a ZenDesk authorization token following the instructions in n8n's ZenDesk node (Step 3). Optionally: connect your Slack or Telegram or Gmail account to receive automated notifications with the link to the graph, once the workflow is ready (it takes about 30 seconds to run). Run it with using the form to play around with the search criteria that works best for you (you can leave everything empty at first), then choose the parameters you like and activate the Daily Trigger node to receive executive summaries to a channel of your choice. Open the graph in InfraNodus and use our customer feedback analysis guide to explore the graph and generate new insights. Requirements An InfraNodus account and API key A ZenDesk API key (Optional) — a Slack / Telegram / Gmail connection for notifications FAQ 1. What are the best use cases to try? I love to set the graph to deliver me a daily visual briefing of what's happening in my support portal. It shows me the main topics and gaps and generates product ideas based on them. Great to keep the pulse on the business. I also really like generating a graph for the past week manually, using the form, and then exploring the graph in InfraNodus directly using the customer feedback analysis workflow to: discover main topics my customers are talking about? understand the topics that have the most negative connotation for them (using the sentiment filter)? discover some support tickets that need more attention or that talk about the topics I'm personally interested in and engage with the client identify the gaps in your customers' discourse based on the blind spots — useful for generating ideas, see the graph below with a demo of how it works: 2. Why use the graph and not just AI summary? AI summary will just give you generic results. You'll see what you already know. Using the graph helps you deconstruct the discourse and get a much more nuanced understanding of the main pain points and interests of your customers. The auto-generated InfraNodus summary and business ideas have a direct explainable connection to the discourse, so you can always see where they are coming from and maintain the focus on all the topics, rather than the most prominent ones. Additionally, having an interactive graph opens a possibility to explore your customers' concerns in a more engaging way, finding the topics and concepts that are relevant to your interests or to your agents' expertise, helping you find the conversations that you'd otherwise have missed. 3. Is my customers' data safe? Absolutely. InfraNodus' terms of use and privacy policy state that the customers' data and text graphs are not used in AI training and are not offered to any third parties. Its underlying API system uses the Open API which explicitly states that data is not used for training either. So all the customers' data are private and safe. As an extra precaution, you can always delete the graphs after you analyzed them, in which case there is no trace of this data left on the servers. Customizing this workflow Check out the complete setup guide for this workflow at https://support.noduslabs.com/hc/en-us/articles/20447530961308-Zendesk-Tickets-Summarization-Sentiment-Analysis-and-Slack-Integration-with-n8n-and-InfraNodus For support with this template, please, contact https://support.noduslabs.com For more InfraNodus n8n workflows, please, see our creators page: https://n8n.io/creators/infranodus/ To learn more about InfraNodus, GraphRAG, and knowledge graph analysis: https://infranodus.com

Use Case: This n8n workflow automates the process of extracting information from emails. It uses OpenAI to summarize sales emails and adds this information in Odoo. How it works: When an email is received with a certain label, it sends the email to OpenAI for summarization A sales opportunity is created in Odoo with the email subject as title and the email summary as internal note Set up steps: Configure Google Cloud credentials with Gmail access In the Gmail node, choose an email label in the filter section Configure OpenAI credentials Configure Odoo credentials

This n8n workflow integrates Shopify order management with Telegram, allowing you to query open orders and order details directly through Telegram chat commands. It provides an interactive way to monitor your Shopify store orders using Telegram as an interface. Key Features Telegram Trigger: Listens for messages and callback queries from your Telegram bot. Switch Node: Routes incoming Telegram messages to different flows based on message content: /orders command to fetch all open orders Callback queries starting with /order_ to fetch details of a specific order Shopify Get Orders: Retrieves all open orders from your Shopify store using your Shopify API credentials. Conditional Check (If Node): Determines if there are any open orders; branches accordingly: If orders exist, prepare an interactive Telegram message with a list of orders.1 If no orders exist, send a “No Order” message. Orders Code Node: Formats the list of open orders into a Telegram message with inline buttons. Each button corresponds to an order and sends a callback data containing the order ID. Get Order Details: When a user selects an order button, the workflow extracts the order ID from the callback data, fetches detailed order information from Shopify, and formats the order items into a readable message. Send Messages to Telegram: Sends formatted messages back to Telegram: The list of open orders with clickable buttons. Detailed information about a selected order. “No Order” notification if there are no open orders. How It Works A Telegram user sends /orders to the bot. The workflow fetches open orders from Shopify and sends a message with buttons listing each order. When a user clicks an order button, the workflow fetches and displays detailed information about that specific order in Telegram. If there are no open orders, the bot replies accordingly. Setup Instructions Create a Telegram Bot: Use @BotFather on Telegram to create a bot and get the bot token. Obtain Shopify API Credentials: Create a private app in your Shopify admin dashboard with permission to read orders. Obtain the API key and access token. Configure n8n Credentials: Add your Telegram bot token as Telegram API credentials in n8n. Add your Shopify API credentials in n8n Shopify credentials. Import the Workflow: Import this workflow into your n8n instance. Update the Telegram and Shopify credential nodes to use your credentials. Set Webhook URLs: Ensure your Telegram bot webhook is set correctly to receive messages. n8n webhook URLs should be publicly accessible. Test the Workflow: Send /orders to your Telegram bot to verify it retrieves and lists open orders. Customization Guidance Modify Commands: Update the Switch node to add more Telegram commands or change existing ones. Change Message Formats: Edit the Code nodes to customize how order lists and details appear. Expand Shopify Integration: Add nodes to handle other Shopify operations like updating orders, managing products, etc. Multi-User Support: Adapt the workflow to handle multiple Telegram chat IDs dynamically. Security and Implementation Notes The native Telegram node in n8n has limitations: it does not support sending dynamic inline keyboard arrays in JSON format, which is essential for displaying a variable number of buttons depending on how many orders are retrieved from Shopify. To overcome this, this workflow uses the HTTP Request node to call Telegram’s API directly, allowing full flexibility to send dynamic inline keyboards as JSON objects. (I will make an update once Telegram Node support dynamic inline keyboards). Security Considerations:** Always store your Telegram bot token securely in n8n credentials and never expose it in the HTTP Request node’s URL or body directly. Use environment variables or n8n credentials to inject tokens safely. Be mindful of Telegram API rate limits and add error handling in your workflow. While using HTTP Request nodes increases flexibility, it also requires careful management of request payloads and authentication, as opposed to the built-in Telegram node which abstracts much of this complexity. Benefits Quickly access Shopify order data without leaving Telegram. Interactive inline buttons improve user experience. Automated, real-time integration between Shopify and Telegram.

This automated n8n workflow checks daily class schedules, syncs upcoming classes to Google Calendar, and sends reminder notifications to students via email or SMS. Perfect for educational institutions to keep students informed about their daily classes and schedule changes. What This Workflow Does: Automatically checks class schedules every day Identifies today's classes and upcoming sessions Syncs class information to Google Calendar Sends personalized reminders to enrolled students Tracks reminder delivery status and logs activities Handles both email and SMS notification preferences Main Components Daily Schedule Check** - Triggers daily to check class schedules Read Class Schedule** - Retrieves today's class schedule from database/Excel Filter Today's Classes** - Identifies classes happening today Has Classes Today?** - Checks if there are any classes scheduled Read Student Contacts** - Gets student contact information for enrolled classes Sync to Google Calendar** - Creates/updates events in Google Calendar Create Student Reminders** - Generates personalized reminder messages Split Into Batches** - Processes reminders in manageable batches Email or SMS?** - Routes based on student communication preferences Prepare Email Reminders** - Creates email reminder content Prepare SMS Reminders** - Creates SMS reminder content Read Reminder Log** - Checks previous reminder history Update Reminder Log** - Records sent reminders Save Reminder Log** - Saves updated log data Essential Prerequisites Class schedule database/Excel file with student enrollments Student contact database with email and phone numbers Google Calendar API access and credentials SMTP server for email notifications SMS service provider (Twilio, etc.) for text reminders Reminder log file for tracking sent notifications Required Data Files: class_schedule.xlsx: Class ID | Class Name | Date | Time | Duration Instructor | Room | Students Enrolled | Status student_contacts.xlsx: Student ID | Name | Email | Phone | Preferred Contact Program | Class IDs | Active Status reminder_log.xlsx: Log ID | Date | Student ID | Class ID | Contact Method Status | Sent Time | Response Key Features ⏰ Daily Automation:** Runs automatically every day 📅 Calendar Sync:** Syncs classes to Google Calendar 📧 Smart Reminders:** Sends email or SMS based on preference 👥 Batch Processing:** Handles multiple students efficiently 📊 Activity Logging:** Tracks all reminder activities 🔄 Duplicate Prevention:** Avoids sending multiple reminders 📱 Multi-Channel:** Supports both email and SMS notifications Quick Setup Import workflow JSON into n8n Configure daily trigger schedule Set up class schedule and student contact files Connect Google Calendar API credentials Configure SMTP server for emails Set up SMS service provider (Twilio) Test with sample class data Activate workflow Parameters to Configure schedule_file_path: Path to class schedule file contacts_file_path: Path to student contacts file google_calendar_id: Google Calendar ID for syncing google_api_credentials: Google Calendar API credentials smtp_host: Email server settings smtp_user: Email username smtp_password: Email password sms_api_key: SMS service API key sms_phone_number: SMS sender phone number Sample Reminder Messages Email:** "Hi [Name], reminder: [Class Name] starts at [Time] in [Room]. See you there!" SMS:** "[Name], your [Class Name] class starts at [Time] in [Room]. Don't miss it!" Use Cases Daily class reminders for students Schedule change notifications Exam and assignment deadline alerts Teacher absence notifications Room change announcements