Workflow Templates

Unleash the power of AI to automate your job search, tailor your applications, and boost your chances of landing your dream job! This comprehensive workflow handles everything from finding relevant job postings to generating personalized resumes and cover letters. Use cases are many: Automate your entire job application process:** Spend less time searching and more time preparing for interviews. Tailor your resume and cover letter for every application:** Maximize your ATS compatibility and stand out to recruiters. Efficiently track your applications:** Keep all your job search activities organized in one place. Discover new job opportunities:** Leverage the Adzuna API to find relevant listings. Good to know: Free Adzuna API:* This workflow utilizes the *free Adzuna API, making job search capabilities accessible without initial cost. OpenRouter Chat Model Costs:** AI model usage (for resume rewriting and cover letter generation) will incur costs based on the OpenRouter pricing model. Please check OpenRouter's official website for updated pricing information. Model Availability:** The AI models used may have geo-restrictions. If you encounter a "model not found" error, it might not be available in your country or region. How it works: Webhook Trigger: The workflow is initiated via a webhook, allowing you to trigger it manually or integrate it with other systems (e.g., a form submission with your desired job title and resume). Resume Extraction: Your uploaded resume (e.g., PDF) is automatically extracted into a readable text format. Job Search (Adzuna API): Using the provided job title, the workflow queries the Adzuna API to fetch relevant job postings. Job Filtering: Duplicate job listings are filtered out to ensure you receive unique opportunities. Job Info Extraction: Key details like job description, company name, and job URL are extracted from each posting. Skills Extraction (AI): An AI model (OpenRouter) analyzes the job description to identify the top skills and qualifications required. Resume Match Scoring (AI): Your resume is compared against the extracted job skills by an AI model, generating a compatibility score (1-5). Conditional Resume & Cover Letter Generation: If the resume match score is satisfactory (≥ 3): Tailored Resume Generation (AI): An AI model rewrites your resume, specifically highlighting the skills and experience most relevant to the target job, in an ATS-friendly and human-readable JSON/HTML format. Personalized Cover Letter Generation (AI): A custom cover letter is drafted by AI, uniquely tailored to the job description and your newly optimized resume, generated as well-formatted HTML. Google Sheets Integration: The generated cover letter, tailored resume, job URL, and application status are automatically updated in your designated Google Sheet for easy tracking. Gmail Notification: A personalized email containing the generated cover letter, tailored resume, and a direct link to the job posting on Adzuna is sent to your specified email address. Webhook Response: A final text response is sent back via the webhook, summarizing the sent application materials. How to use: Manual Trigger:** The workflow is set up with a manual trigger (Webhook) for initial testing and demonstration. You can easily replace this with an n8n form, a scheduled trigger, or integrate it into your existing tools. Input:** Provide your desired job search keyword and your resume (e.g., as a PDF) to the webhook. Review & Apply:** Review the AI-generated cover letter and tailored resume sent to your email, then proceed to apply for the job using the provided Adzuna link. Requirements: n8n Instance:** A running n8n instance (self-hosted or cloud). Adzuna API Key:** A free Adzuna API key (easily obtainable from their developer portal). OpenRouter Account:** For AI model access (costs apply based on usage). Google Sheets Account:** To store and track your job applications. Gmail Account:** To send automated application emails. Customizing this workflow: This workflow is highly customizable. You can: Integrate with other job boards (e.g., LinkedIn, Indeed) using their APIs. Add more sophisticated AI models or custom prompts for even finer control over resume and cover letter generation. Connect to other services for CRM, calendar management, or applicant tracking. Implement different filtering criteria for job postings. Expand the data stored in your Google Sheet (e.g., interview dates, feedback). Start automating your job search today and streamline your path to career success!

Overview This workflow automates your entire sales outreach process across LinkedIn, Email, and WhatsApp using AI to create hyper-personalized messages for each prospect. Instead of spending hours crafting individual messages, the workflow analyzes your lead data and generates customized connection requests, emails, and WhatsApp messages that feel genuinely personal and researched. The workflow includes a built-in approval mechanism, so you can review all AI-generated messages before they're sent, ensuring quality control while still saving massive amounts of time. How It Works The workflow follows a seven-step process: Step 1: Data Collection The workflow starts by reading your lead data from a Google Sheet. Your sheet should contain information about each prospect including their name, title, company, industry, technologies they use, and any other relevant details that can be used for personalization. Step 2: Batch Processing To prevent overwhelming APIs and ensure smooth operation, the workflow processes leads in batches. Each lead's complete data is prepared and formatted for the AI agent to analyze. Step 3: AI Personalization This is where the magic happens. The AI agent receives all the prospect data and generates three distinct messages: A LinkedIn connection request (under 300 characters) that references their specific role, company, or industry A professional HTML email that demonstrates you've researched their business and explains how you can help A casual WhatsApp message that's friendly and approachable The AI is instructed to make these messages sound completely human, never generic or templated. Step 4: Data Cleanup and Storage The AI's output is parsed and cleaned up, then written back to your Google Sheet in separate columns. This creates a permanent record of all generated messages for your review. Step 5: Manual Approval Before anything gets sent, you receive an email asking for your approval. You can review all the generated messages in your Google Sheet, make any edits if needed, and then approve or reject the batch. This ensures you maintain full control over what goes out. Step 6: LinkedIn Automation Once approved, the workflow triggers your Phantombuster agent to send LinkedIn connection requests using the AI-generated messages. Phantombuster handles the actual LinkedIn interaction safely within their platform's limits. Step 7: Email and Notification Delivery Finally, the workflow sends out the personalized emails via Gmail and optionally notifies you via Telegram for each message sent. This happens sequentially to respect rate limits and maintain deliverability. Setup Requirements Before you can use this workflow, you'll need to set up several accounts and gather credentials: Essential Services: An n8n instance (cloud or self-hosted) A Google account with Google Sheets access A Gmail account for sending emails An OpenAI account with API access (for the AI agent) Phantombuster account (for LinkedIn automation) Optional Services: Telegram account and bot (for notifications) Credentials You'll Need: Google Sheets OAuth2 credentials Gmail OAuth2 credentials OpenAI API key Phantombuster API key and agent ID Telegram bot token and chat ID (if using notifications) How to Use This Workflow Initial Setup: Import this workflow into your n8n instance Add all required credentials in n8n's credential manager Create your Google Sheet with the following columns at minimum: First Name, Last Name, Title, Company Name, Personal Email, Industry, Website. Add three additional columns for output: Connection, AI Email, AI Whatsapp Message Copy your Google Sheet ID from the URL and update it in all Google Sheets nodes Open the AI Agent node and update the prompt with your personal information: your name, title, email, and LinkedIn URL Update the email addresses in the Gmail nodes to your actual email addresses Configure your Phantombuster agent for LinkedIn and add the API key and agent ID Running the Workflow: Add your lead data to the Google Sheet (you can start with just 2-3 leads for testing) Click "Execute Workflow" in n8n to start the process Wait for the AI to generate messages (this takes a few seconds per lead) Check your email for the approval request Review the AI-generated messages in your Google Sheet Reply to the approval email with your decision If approved, the workflow will automatically send LinkedIn requests, emails, and WhatsApp messages Best Practices: Start small. Process 5-10 leads at a time initially to test the quality of AI-generated messages and ensure everything works correctly. Once you're confident in the output, you can scale up to larger batches. Monitor your results. Keep track of response rates in your Google Sheet and adjust the AI prompt if certain types of messages aren't performing well. Respect rate limits. Gmail allows 100-500 emails per day depending on your account type, and LinkedIn has strict limits on connection requests (typically 100 per week through automation tools). Stay well within these limits to avoid account restrictions. Customizing This Workflow The workflow is designed to be highly customizable to fit your specific use case: Personalizing the AI Prompt: The most important customization is in the AI Agent node's prompt. You can modify it to: Emphasize different aspects of your value proposition Change the tone from formal to casual or vice versa Include specific pain points relevant to your target industry Add your company's unique selling points Adjust message length and structure Modifying the Output: You can change what the AI generates by editing the prompt. For example, you might want: Different message types (Twitter DMs instead of WhatsApp) Multiple email variations for A/B testing Follow-up message sequences Industry-specific templates Adding Features: The workflow can be extended with additional nodes: Add time delays between sends to appear more natural Include condition checks to segment leads by industry or company size Connect to your CRM to automatically log activities Add sentiment analysis to filter out negative-sounding messages Implement response tracking by monitoring your inbox Changing Tools: If you prefer different services, you can swap out nodes: Replace Phantombuster with other LinkedIn automation tools Use SendGrid or Mailgun instead of Gmail for higher volume Add Slack notifications instead of Telegram Connect to WhatsApp Business API for official messaging Data Source Alternatives: Instead of Google Sheets, you could: Connect directly to your CRM (HubSpot, Salesforce, Pipedrive) Use Airtable as your database Pull data from CSV files uploaded to cloud storage Integrate with lead generation tools like Apollo or Hunter Tips for Success The quality of your AI-generated messages depends heavily on the data you provide. The more information you have about each prospect (their role, company size, technologies used, recent news, pain points), the more personalized and effective the messages will be. Regularly review and refine your AI prompt based on the responses you're getting. If prospects aren't responding, your messages might be too sales-focused or not personal enough. Adjust the prompt to make messages feel more consultative and helpful. Don't send to your entire list at once. Even with approval gates, it's wise to test with small batches, measure results, iterate on your approach, and then scale up gradually. Always comply with email and LinkedIn best practices. Never spam, always provide value in your outreach, respect people's time and privacy, and make it easy for them to opt out if they're not interested. This workflow is a powerful tool that can save you hours of work while actually improving the quality of your outreach through AI-powered personalization. Use it responsibly and watch your response rates improve.

Meeting Minutes & Action Item Tracker Fully automated meeting documentation workflow that uses AI to transform raw transcripts into professional PDFs and actionable tasks. Features AI-powered summary generation (GPT-4) Automatic action item extraction with assignees, deadlines, and priorities Professional PDF generation with custom styling Multi-channel distribution (Email, Slack, Google Drive) Task creation in Google Tasks Personalized notifications to each assignee Deadline tracking and urgency detection Setup Instructions REQUIRED CREDENTIALS: OpenAI API - Get from Gmail OAuth2 - Connect your Google account Google Drive OAuth2 - Same Google account Google Tasks OAuth2 - Same Google account Slack OAuth2 - Connect your workspace htmlcsstopdf API - Get from CONFIGURATION STEPS: WEBHOOK: Note your webhook URL after activation EMAIL NODES: "Email All Participants": Uses participants array from input "Send Individual Task Emails": Change @yourcompany.com to your domain GOOGLE DRIVE: Select folder where PDFs should be stored Recommended: Create "Meeting Minutes" folder SLACK: Select channel for team notifications Recommended: Create #meeting-notes channel GOOGLE TASKS: Select task list where tasks should be created Default list works fine TESTING: Use the webhook URL with sample meeting data Check execution log for any errors Verify PDF in Google Drive Check emails were sent Confirm tasks created in Google Tasks Example Input Format POST : Headers: Content-Type: application/json Body: { "title": "Weekly Team Standup", "date": "2025-09-29", "participants": [ "john@company.com", "sarah@company.com", "joe@company.com" ], "duration": "30 minutes", "transcript": "John started the meeting by discussing the progress on the API development. Sarah mentioned that she's working on the dashboard and needs to prepare mockups by Thursday. The team agreed that Sarah will review the API documentation before the client demo on Friday. Akshita confirmed she finished the database schema redesign and needs to schedule a meeting with DevOps team by next Monday to discuss production deployment." } This will generate: Professional PDF with summary and action items Emails to all participants Individual task emails to John, Sarah, and Joe Tasks in Google Tasks Slack notification Output After execution, you'll get: Professional PDF stored in Google Drive Email sent to all participants with meeting overview Individual emails to each assignee with their tasks Slack notification with summary and download link Tasks created in Google Tasks with deadlines CUSTOMIZATION: Modify PDF styling in "Generate PDF Document" node Adjust email templates in Gmail nodes Change AI prompts in OpenAI nodes for different output Modify priority/deadline logic in "Parse and Enrich Data" Troubleshooting Workflow stops at validation: Ensure transcript has >50 words Check that webhook payload is correctly formatted No PDF generated: Verify htmlcsstopdf API credentials Check API usage limits Tasks not created: Verify deadline format is YYYY-MM-DD Check Google Tasks API connection Emails not sending: Confirm Gmail OAuth2 is connected Check that email addresses are valid Support For issues or questions, visit the n8n community forum. License MIT License - Feel free to modify and share!

Automated Pre-Issued Workshop Certificate Generator Description: This workflow automates the entire pre-issuance process of workshop participation certificates. When an attendee submits a registration form via a webhook, the workflow validates the data, verifies the attendee’s email, generates a unique Certificate ID and QR code, creates a styled certificate image, stores it on Google Drive, emails the certificate to the attendee, logs all details in Google Sheets, and notifies organizers via Slack — all fully automated. This template is ideal for institutions, event teams, training organizations, hackathons, and workshops that want to automate certificate issuing and remove manual processing. Key Features: Webhook-based registration intake** Required field + email validation using VerifiEmail API** Auto-generated Certificate ID, QR code, and verification URL** Dynamic HTML-to-Image certificate generation** Automatic email delivery with certificate attachment (Gmail)** Auto-upload certificate to Google Drive** Real-time Slack notification for organizers** Registration + certificate logging in Google Sheets** Instant webhook response with certificate metadata** How It Works (Short Summary): Webhook Trigger receives registration details. Validator checks for mandatory fields (name, email, event). Email verification ensures the email is deliverable. Certificate generation creates unique ID + QR + HTML. HTML-to-Image converts the certificate to PNG. Upload to Google Drive stores the certificate file. Email node sends the certificate to the attendee. Google Sheets logs the registration + certificate details. Slack message notifies organizers instantly. Webhook response returns success JSON. Use Cases: Workshops Webinars Training sessions Bootcamps Corporate events Hackathons Student registrations Event ticketing / entry pass systems Required Credentials: VerifiEmail API** – email validation at verifi.email HTMLCSStoImage API** – convert certificate HTML to PNG at htmlcsstoimg.com Gmail OAuth2** – send certificate emails Google Drive OAuth2** – store certificate files Google Sheets OAuth2** – logging Slack API** – organizer notifications Setup Instructions: Import this template into your n8n instance. Open the Webhook node and copy the generated webhook URL. Use this URL in your registration form / frontend / Postman. Add all required credentials in the Credentials Manager. Customize certificate HTML (colors, branding, logos) if needed. Test with a sample POST request containing all required fields: name email event date time venue organization designation Enable the workflow. Input Format (POST Body Required): { "name": "John Doe", "email": "john@example.com", "event": "AI Workshop 2025", "date": "25 Nov 2025", "time": "10:00 AM", "venue": "Auditorium Hall", "organization": "Tech University", "designation": "Student" } Output (Webhook Response): { "success": true, "message": "Registration successful! Certificate sent to your email.", "certificateId": "CERT-12345-ABCD", "verifyUrl": "https://workshopverify.com/cert?id=CERT-12345-ABCD" } Why This Workflow is Useful: Eliminates manual certificate design & sending Ensures professional, consistent certificates Reduces event staff workload Guarantees accurate data logging Provides instant attendee confirmation Enhances event experience with automation

🦷 Dental Clinic Appointment Booking System (n8n) This project is an automated appointment booking system for a dental clinic, built using #n8n. It helps streamline clinic operations by checking availability, creating events in Google Calendar, and sending email notifications to both the doctor and the patient. ✨ Features ✅ Check available slots before booking ✅ Create event in Google Calendar after patient confirmation ✅ Send email notification to the Doctor with appointment details ✅ Send email confirmation to the Patient with their booking details ✅ Unique Appointment ID generation for every booking 🚀 Live Demo https://devsabirul.github.io/Dental-Clinic-Receptionist-N8n/ 🛠 Tech Used n8n.io (Automation Platform) Google Calendar API (Manage bookings) SMTP / Gmail (Send email notifications) 📂 Workflow Setup Import Workflow JSON In n8n, go to Workflows → Import from File. Set Credentials Configure Google Calendar API Credentials in n8n. Configure Email SMTP / Gmail Credentials for sending emails. Update Clinic Info Replace placeholder Doctor’s email with the real email. Customize messages (email subject, body). 📧 Example Email Sent To Doctor: New Appointment Booked Patient: John Doe Phone: +123456789 Email: john@example.com Date: 31st August 2025 Time: 2:15 PM Appointment ID: APT-20250831-ABCD12 To Patient: Hello John Doe, Your appointment has been successfully booked. 📅 Date: 31st August 2025 🕒 Time: 2:15 PM 📍 Appointment ID: APT-20250831-ABCD12 Thank you, Dental Clinic 📌 Tags #n8n #automation #dentalclinic #calendar #appointment 🙌 Author 👨‍💻 Developed by MD Sabirul Islam

Who's it for This workflow is perfect for individuals, small businesses, or households who need to: Automatically process and categorize expense receipts Extract structured data from invoices and receipts using AI Store receipts in multiple locations (Google Drive and S3) Send automated email notifications with expense details Send documents to accounting systems via email hooks How it works This comprehensive expense processing workflow combines AI-powered document analysis with automated file management and notifications. Here's the complete flow: Form Submission: Users submit expenses through a web form with receipt upload and category selection (Personal, Business, or Shared/Home) AI Document Processing: The workflow extracts text from PDF receipts using OCR, then uses Google Gemini AI to parse and structure the data into a standardized JSON format including vendor details, amounts, dates, and categorization Smart Routing: Based on the expense category, receipts are automatically routed to different processing paths with category-specific folder organization Multi-Destination Storage: Receipts are uploaded to: Google Drive (organized by year/month folders) S3 cloud storage buckets Different destinations based on expense type Email Notifications: Sends formatted HTML email notifications with complete expense details and links to stored receipts Accounting System Integration: Automatically forwards business expenses to accounting systems via email hooks (customizable per user requirements) Requirements Credentials needed: Google Gemini API**: For AI-powered document analysis Google Drive OAuth2**: For personal and business drive access Gmail OAuth2**: For sending email notifications S3 Storage**: For cloud backup (AWS S3, Wasabi, etc.) Services used: Google Drive (multiple accounts supported) Google Gemini AI Gmail S3-compatible storage Form trigger webhook How to set up Step 1: Configure Credentials Set up Google Gemini API credentials in n8n Configure Google Drive OAuth2 for both personal and business accounts Add Gmail OAuth2 credentials Set up S3 storage credentials Step 2: Update Configuration Replace all placeholder values: YOUR_GEMINI_CREDENTIAL_ID with your Gemini credential ID YOUR_PERSONAL_GDRIVE_CREDENTIAL_ID with personal Drive credential YOUR_BUSINESS_GDRIVE_CREDENTIAL_ID with business Drive credential YOUR_GMAIL_CREDENTIAL_ID with Gmail credential YOUR_S3_CREDENTIAL_ID with S3 credential Update Google Drive folder structure: Replace YOUR_BUSINESS_DRIVE_ID and YOUR_SHARED_DRIVE_ID with actual drive IDs Update the JavaScript code in the three Code nodes with your actual folder mapping Configure email addresses: Replace user@example.com with your notification email Replace receipts@paperless-service.com with your accounting system's email hook (this is a mail hook for uploading documents to small business accounting systems - can be modified per user requirements) Update S3 bucket names: Replace business-expenses, personal-expenses, and shared-expenses with your bucket names Step 3: Set Up Folder Structure Create organized folder structures in your Google Drives: Drive Root/ ├── 2024/ │ ├── January/ │ ├── February/ │ └── ... (all months) ├── 2025/ │ ├── January/ │ └── ... (all months) └── 2026/ └── ... (all months) Step 4: Test the Workflow Activate the workflow Submit a test expense through the form Verify files are uploaded to correct locations Check email notifications are received How to customize the workflow Expense Categories Modify the form dropdown options and conditional logic to add/remove expense categories: Edit the "On form submission" node form fields Update the IF condition nodes for routing Add new processing paths as needed AI Processing Schema Customize the structured output parser schema to extract different fields: Modify the JSON schema in the "Structured Output Parser" node Update the AI system prompt for different extraction requirements Add new fields for specific business needs Storage Destinations Add or modify storage locations: Duplicate upload nodes for additional cloud services Modify folder organization logic in Code nodes Add new conditional routing for different storage rules Email Templates Customize the HTML email template: Edit the email message content in the Gmail node Add/remove expense fields in the table Modify styling and branding Folder Organization Update the JavaScript code in Code nodes to match your folder structure: Modify the CSV data with your actual folder IDs Change the date-based organization logic Add custom folder naming conventions Integration Extensions Extend the workflow with additional integrations: Add Slack notifications Connect to accounting software (QuickBooks, Xero) Integrate with expense management platforms Add approval workflows for business expenses

Zoho CRM - Smart Meeting Scheduler This workflow automatically schedules meetings for new Zoho CRM leads by detecting their timezone, checking the sales rep’s Google Calendar, generating conflict-free time slots, creating a Zoom meeting and sending a personalized AI-generated email to the lead. If no slots are available, it sends a fallback message to the lead without updating Zoho CRM. When a meeting is created, all details are logged inside Zoho CRM for visibility. ⚡ Quick Implementation Steps (Fast Start Guide) Import the workflow JSON into n8n. Configure Zoho CRM, Google Calendar, Gmail, Zoom OAuth and Gemini AI credentials. Update meeting duration, working hours, buffer time and search window. Set email recipient to the lead’s email instead of test/static values. Add the webhook URL to Zoho CRM → Automation → Webhooks. Test with a new lead and activate the workflow. 📘 What It Does This workflow automates scheduling for new Zoho CRM leads. As soon as a lead is created, it retrieves full lead and owner details, detects the lead’s timezone and checks the assigned sales rep’s upcoming Google Calendar events. This helps identify when the rep is available. Using your settings—working hours, meeting duration, buffer before/after and days to evaluate—the system generates valid meeting time slots with no conflicts. If suitable slots exist, it authenticates with Zoom and creates a meeting for the earliest option, then generates a polished HTML invitation using Gemini AI and emails it to the lead. This ensures a fast, smart and personalized lead engagement process. If no slots exist, the workflow sends a fallback email informing the lead that no availability is open in the next few days. In this branch, Zoho CRM is not updated, because no meeting was scheduled. 🎯 Who’s It For This workflow is perfect for: Sales teams managing high inbound volume CRM managers automating lead qualification & engagement SaaS companies scheduling demos automatically Agencies booking consultation calls Any team struggling with timezone-based scheduling manually 🔧 Requirements to Use This Workflow Platform Requirements n8n (Cloud or self-hosted) Required Integrations Zoho CRM OAuth2 Google Calendar OAuth2 Gmail OAuth2 Zoom OAuth (account-level) Gemini AI / Google PaLM API Required Lead Fields Email (mandatory for sending the invite) Country / State (for timezone detection) Lead Owner (to fetch rep details) 🔄 How It Works Zoho CRM Webhook triggers when a new lead is created. Workflow fetches full lead and owner details. Detects the lead’s timezone using country/state mapping. Fetches the sales rep’s availability from Google Calendar. Generates valid time slots based on working hours, buffers and meeting duration. If slots exist: Authenticate with Zoom Create a Zoom meeting Generate personalized HTML invite using Gemini AI Send email to the lead Log meeting details in Zoho CRM If no slots exist: Generate fallback message Send fallback email to the lead (Zoho CRM is NOT updated in this path) 🛠️ Setup Steps (Configuration Guide) 1. Import Workflow Go to: n8n → Workflows → Import and upload the JSON file. 2. Add Required Credentials Configure the following inside n8n: Zoho CRM OAuth Google Calendar OAuth Gmail OAuth Zoom OAuth Gemini AI API key 3. Update Workflow Configuration Node Set: Meeting duration Buffer before/after Working hours Days to look ahead Default meeting provider (Zoom) 4. Fix Email Recipient In Send Meeting Invite node, set: sendTo = {{$('Detect Lead Timezone').item.json.Email}} yaml Copy code 5. Update Google Calendar Email/ID Ensure the calendar ID matches the sales rep’s Google Calendar. 6. Add Webhook in Zoho CRM Navigate to: Setup → Automation → Webhooks → Create Webhook → Lead Created Paste the webhook URL from n8n. 7. Test the Automation Verify: Correct timezone detection Calendar availability check Zoom meeting creation AI email sent to the lead Zoho CRM updated only when meeting is created 8. Activate Workflow Enable the workflow for live operation. 🧩 How To Customize Nodes 1. Adjust Meeting Logic Modify the Workflow Configuration node to change: Slot duration Buffer time Working hour ranges Days to consider 2. Expand Timezone Detection Edit the Detect Lead Timezone node to add new countries/states. 3. Personalize Email Content Update the prompt inside the Generate Personalized Invite node. 4. Add New Regions Duplicate timezone logic for new regions (Australia, Middle East, etc.) 5. Replace Zoom Swap Zoom with Google Meet, Microsoft Teams or Zoho Meeting. ➕ Add-Ons (Optional Enhancements) Auto-book calendar events when lead confirms a slot WhatsApp notifications via Twilio or Gupshup Slack/Email internal alerts for reps Follow-up reminder emails Log lead activity to Google Sheets Attach downloadable ICS calendar file 💼 Use Case Examples SaaS demo scheduling Consultation & discovery calls Global timezone-based sales teams Onboarding/support calls Event follow-up scheduling (And many more…) 🩻 Troubleshooting Guide | Issue | Possible Cause | Solution | |-------|----------------|----------| | Lead not receiving email | Gmail OAuth expired / wrong email field | Reconnect Gmail OAuth & fix sendTo value | | Wrong time slots | Incorrect timezone detection | Update mapping in Detect Lead Timezone | | Zoom meeting not created | Invalid/expired Zoom OAuth | Reconnect Zoom credentials | | CRM not updated after fallback email | Expected behavior | No CRM update when slots don’t exist | | Workflow not triggering | Missing Zoho webhook | Re-add webhook | | Empty AI email | Gemini key incorrect | Reconfigure Gemini credentials | 🤝 Need Help? If you want assistance setting up, customizing or extending this workflow, the n8n automation team at WeblineIndia is here to help. We specialize in: Advanced automation workflows Multi-timezone scheduling systems CRM-integrated AI communication Custom Zoho + n8n development End-to-end automation architecture 👉 Contact WeblineIndia for expert workflow development and enhancements.

This workflow provides a comprehensive weather reporting system with two main functionalities: a scheduled daily summary and an interactive AI agent for dynamic queries. Who's it for? This template is ideal for anyone who wants to stay updated on the weather, from individuals planning their day to teams needing automated daily briefings. It's also a great example for developers and n8n users who want to explore the capabilities of AI Agents and integrating external APIs in their workflows. What it does / How it works This workflow operates in two distinct modes: Scheduled Daily Summary: The workflow triggers automatically every day at 9:00 AM (customizable) or can be run manually. It fetches the latest weather data for a specified location (default is near Chiba, Japan) from the Open-Meteo API. It then formats a message with the day's maximum and minimum temperatures. Finally, it sends this summary to a designated Gmail address and a Slack channel. AI-Powered Forecasts via Chat: When you send a message to the Chat Trigger webhook, it activates the AI Agent. The AI Agent, powered by an OpenAI model, understands natural language questions like "What's the humidity right now?" or "Will it be warmer tomorrow?". The agent uses an HTTP Request tool to fetch real-time, specific data from the weather API to answer your question. The generated answer is then sent back to you via both Gmail and Slack. How to set up Configure Credentials: Add your credentials for OpenAI, Gmail, and Slack in the credentials menu. Set Your Location: In the Fetch Weather Data and HTTP Request Tool for AI nodes, update the latitude and longitude in the URL to your desired location. Update Email and Slack: In the Send Email Summary and Send AI Response via Email nodes, change the recipient email address to your own. In the Send Slack Summary and Send AI Response via Slack nodes, select your desired Slack channel. Adjust the Schedule: Modify the Schedule Trigger node to change the time or frequency of the daily summary. Activate the Workflow: Click the "Active" toggle in the top-right corner to enable the workflow. How to customize the workflow Change the Message:** You can easily customize the notification message in the Format Daily Summary node (for the summary) and in the Send... nodes for both flows. Add More Data:** The Open-Meteo API provides a wealth of data. You can fetch additional information like precipitation, wind speed, or UV index by modifying the URL in the HTTP Request nodes. Integrate Other Services:** Add other notification nodes like Discord, Telegram, or Microsoft Teams to send the weather reports to more platforms.

Overview This workflow auto-generates a personalized research report on any prospect who books a call with you—using their LinkedIn profile and advanced web research. When a call is booked in your calendar, the system looks up the lead’s LinkedIn URL from a Google Sheets database. That profile is then scraped using Relevance AI to extract posts, experiences, and education. It also runs a deep-dive query on the person using Perplexity to uncover relevant news, insights, and context. This structured data is passed to an AI model that produces a clean profile summary, suggested pain points, and solution ideas. Finally, the system builds and sends you a fully formatted HTML report via email—ready to review before your meeting. Who’s it for Founders taking high-stakes sales calls SDRs/BDRs booking back-to-back meetings Agencies and consultants who want to personalize discovery calls Teams doing high-touch enterprise sales or B2B outreach How it works Triggered when a new call is booked via Cal.com Finds matching LinkedIn URL from a local database (Google Sheets) Scrapes public LinkedIn data via Relevance AI Runs a Perplexity query on the prospect for deeper context Formats the scraped data using Code nodes Sends structured info to AI to generate: A company + person profile Suggested pain points and solutions Formats everything into a clean HTML report Emails you the final summary to prep for the call Example use case > Someone books a call. You receive a report 2 minutes later in your inbox with: > - Their role, company, and latest posts > - What their business does > - Recent news and context from Perplexity > - Predicted pain points and how you might help > > You show up to the call prepped and ready How to set up Connect your Cal.com trigger (or replace with any booking tool) Set up your Google Sheet(s) with contact info + LinkedIn profiles Add Relevance AI API key and configure LinkedIn scraping (they have free credits) Link Perplexity API for web research Customize the AI prompts and report formatting Connect Gmail or preferred email provider to send reports Requirements Cal.com or other booking platform Google Sheets for lead storage Relevance AI account and API access Perplexity API key OpenAI or similar LLM for summarization Email integration (e.g. Gmail) How to customize Replace Cal.com with Calendly, SavvyCal, etc. Change AI prompt tone and structure of the report Add CRM push (e.g. log into HubSpot, Notion, or Airtable) Add Slack or Telegram notifications for call alerts Format reports as PDF instead of HTML for download

Good to know: The workflow runs every hour with a randomized delay of 5–20 minutes to help distribute load. It records the exact date and time a lead is emailed so you can track outreach. Follow-ups are automatically scheduled two days after the initial email. How it works: After apify completes, the JSON data is retrieved and inserted into the proper JSON node (only the JSON is removed — nothing else). The agent then runs on its own, parsing the data and pushing it to Google Sheets. When a lead is emailed, the system tags it with the date and time for tracking. Two days later the workflow automatically triggers a follow-up, again on an hourly schedule with the same time delay. How to use: Start by connecting your apify account to retrieve data. Place the returned JSON into the designated JSON node. Configure your Google Sheet where the data will be stored. Adjust the time delay window or follow-up period if needed. Insert your email credentials and the message. Requirements: Apify account with active leads/data. Google Sheet for storing and managing parsed lead information. n8n credentials configured for your accounts. email credentials Customising this workflow: You can easily extend this template to include other CRMs, different time delays, or additional notification steps. For example, push new leads to Slack, send SMS notifications, or trigger downstream analytics dashboards automatically.

This n8n template demonstrates how to use AI to fully automate the generation and scheduling of X (formerly Twitter) content based on a specific, predefined persona. Use cases are many: It's perfect for social media marketers looking to streamline content creation, individual experts building a consistent brand voice, or businesses aiming to drive traffic to specific services with a steady stream of relevant content. Good to know The AI model used in this workflow (via OpenRouter) requires an API key and will incur costs based on usage (typically a few cents per generation). The Blotato node used for posting is a third-party community node and requires a separate Blotato account. How it works This workflow is divided into two main processes: Content Generation and Content Posting. Content Generation Process: A Schedule Trigger kicks off the workflow every 4 hours. An AI Agent (LangChain) generates a post based on a detailed prompt defining a persona, purpose, and rules. A Code node refines the AI's output, ensuring the text ends naturally. The generated post is then saved to a Google Sheet with a "Not Posted" status, creating a content queue. Content Posting Process: The workflow retrieves one "Not Posted" item from the Google Sheet. An IF node checks the post's category to determine if an image is required. If an image is needed, it searches for and retrieves a matching image file from a specified Google Drive folder. The Blotato node posts the text (and image, if applicable) to the designated X (Twitter) account. A confirmation email is sent via Gmail to notify stakeholders of the successful post. Finally, the Google Sheet status is updated to "Completed" to prevent duplicate posts. How to use You can test the workflow anytime using the manual trigger. For production, adjust the posting frequency in the "Trigger: Every 4 Hours" node. The quality of the generated content is determined by the prompt. Edit the system message within the "AI: Generate X Post Content" node to customize the persona, purpose, tone of voice, etc. To generate posts with images, you must upload image files to the specified Google Drive folder. The filename must exactly match the post's category name (e.g., Evidence-based_Graph.png). Requirements An OpenRouter account (or another AI service account) for the LLM. A Blotato account for social media posting. A Google account for content management, image storage, and notifications (Sheets, Drive, Gmail). Customising this workflow Expand the workflow to post to other social media platforms supported by Blotato, such as Facebook or LinkedIn. Instead of posting immediately, add a human-in-the-loop approval step by sending the AI-generated draft to Slack or email for review before publishing. Replace the Schedule Trigger with a Webhook Trigger to generate and post relevant content based on external events, such as "when a new blog post is published."

SmartSupport Flow: Auto-Handle IT Requests from Email to JIRA with Slack notification Watch the demo video below: Who’s it for > This workflow is built for lean IT teams, office managers, and business operators who receive support requests via email and want to automate ticket creation, smart AI resolution advice, and seamless communication with both users and internal teams, all without lifting a finger. If your team is tired of manually triaging inbox requests, this AI-powered flow will transform your support handling process. How it works / What it does Trigger on New Email: Uses Gmail Trigger to detect new support request emails. Fetch Email Content: Retrieves the full message body and metadata. Check for Duplication: Skips processing if the email has already been handled (based on READ/UNREAD label). Mark as Read: Updates Gmail to mark the email as processed. Extract Structured Request: Uses the Support Request Reader Agent powered by OpenAI to extract: Request title Request description Requested by Department Category and priority Create Jira Ticket: A main issue is created in Jira using the structured request. Generate AI-Based Solution: Invokes the IT Support Advisor Agent to propose resolution(s). Post Comment to Jira: Adds the suggested solution(s) to the issue as a comment. Notify IT Team: Sends the ticket and context to a Slack channel for visibility and action. (Optional) Send Email to Requester: Currently deactivated. Can be enabled to acknowledge receipt. How to set up Gmail Integration Connect Gmail in the “Gmail Trigger” and “Get Email Content” nodes. OpenAI Configuration Use OpenAI API credentials in both the Reader and Advisor agent models. Jira Integration Authenticate your Jira account. Set project key and issue fields in the “Create Main Issue” node. Slack Notification Configure Slack connection and select a target channel. Set up Jira, Slack, Email Set your company Jira based URL, IT Support slack channel and IT Support email in the Edit Fields (Set) node (Optional) Email Acknowledgment Provide SendGrid credentials and email template in the “Send email to requester” node if re-enabled. Requirements Gmail API access with appropriate permissions OpenAI account with API access (for GPT-4 or GPT-3.5) Jira instance with project and permission to create/comment on issues Slack workspace and Webhook or OAuth setup n8n instance running with all above integrations configured How to customize the workflow Enhance Email Deduplication**: Adjust the deduplication logic to use message-id, threadId, or custom headers. Expand Reader Agent**: Configure the LLM to extract more details such as asset tags, urgency levels, or locations. Tailor Advisor Agent**: Adjust prompt to generate multiple solutions, troubleshooting guides, or internal references. Routing by Department**: Add logic to forward requests to different teams based on the request category or department. Enable Email Acknowledgment**: Activate and customize the email notification step to inform requesters that their issue is being handled.