Workflow Templates

🧾 Automated Trip Expense Claim Form With OpenAI Agent & Google Drive Watch the demo video below: > This workflow is designed for employees who need to submit expense claims for business trips. It automates the process of extracting data from receipts/invoices, logging it to a Google Sheet, and notifying the finance team via email. 👤 Who’s it for Ideal users: Employees submitting business trip expense claims HR or Admins reviewing travel-related reimbursements Finance teams responsible for processing claims ⚙️ How it works / What it does Employee submits a form with trip information (name, department, purpose, dates) and uploads one or more receipts/invoices (PDF). Uploaded files are saved to Google Drive for record-keeping. Each PDF is passed to a DocClaim Assistant agent, which uses GPT-4o and a structured parser to extract structured invoice data. The data is transformed and formatted into a standard JSON structure. Two parallel paths are followed: Invoice records are appended to a Google Sheet for centralized tracking. A detailed HTML email summarizing the trip and expenses is generated and sent to the finance department for claim processing. 🛠 How to set up Create a form to capture: Employee Name Department Trip Purpose From Date / To Date Receipt/Invoice File Upload (multiple PDFs) Configure file upload node to store files in a specific Google Drive folder. Set up DocClaim Agent using: GPT-4o or any LLM with document analysis capability Output parser for standardizing extracted receipt data (e.g., vendor, total, tax, date) Transform extracted data into a structured claim record (Code Node). Path 1: Save records to a Google Sheet (one row per expense). Path 2: Format the employee + claim data into a dynamic HTML email Use Send Email node to notify the finance department (e.g., finance@yourcompany.com) ✅ Requirements n8n running with access to: Google Drive API (for file uploads) Google Sheets API (for logging expenses) Email node (SMTP or Gmail for sending) GPT-4o or equivalent LLM with document parsing ability PDF invoices with clear formatting Shared Google Sheet for claim tracking Optional: Shared inbox for finance team 🧩 How to customize the workflow Add approval steps**: route the email to a manager before finance Attach original PDFs**: include uploaded files in the email as attachments Localize for other languages**: adapt form labels, email content, or parser prompts Sync to ERP or accounting system**: replace Google Sheet with QuickBooks, Xero, etc. Set limits/validation**: enforce max claim per trip or required fields before submission Auto-tag expenses**: add categories (e.g., travel, accommodation) for better reporting

Do you want to create a website screenshot without browser extensions? This workflow creates screenshots of any website using the uProc Get Screenshot by URL tool and sends an email with the screenshots. You need to add your credentials (Email and API Key - real -) located at Integration section to n8n. Node "Create Web + Email Item" can be replaced by any other supported service returning Website and Email values, like Google Sheets, Mailchimp, MySQL, or Typeform. Every "uProc" node returns an image URL of the captured website. This generated URL will remain only 24 hours in our server. You can set up the uProc node with several parameters: width: you can choose one of the predefined values to generate the screenshot, or you can set up a custom width you want. full-page: the tool will return a screenshot of the website from top to bottom with the defined width. In our workflow, we generate two screenshots: 1) One screenshot of 640 pixels width. 2) One full-page screenshot of 640 pixels width. Screenshots are downloaded by "Get File" nodes and saved to the screenshots folder in Dropbox. Finally, we use the Amazon SES node to send an HTML email with both screenshots to the specified email. We will receive the next email:

Disclaimer: This template contains a community node and therefore only works for n8n self-hosted users== This is Miquel from Aprende n8n and Automate with n8n. We have created a new community node Document Generator that generates dynamic content using templates. You can compose complex content with no SETs or FUNCTION ITEMs nodes using this node, like: Send one email with a list of items in the body (i.e., one email with the last entries of an RSS feed). Send one email per item (i.e., one invoice per email). Emails are just a sample. You can create complex dynamic content to: Send messages to Telegram/Slack. Create WordPress entries. Create HTML pages for your website. Create tickets. And more! The sky is your limit ;) If you want to use this workflow, install the community node n8n-nodes-document-generator from Settings > Community nodes. Type "n8n-nodes-document-generator", check "I understand the risks..." and click on "Install": Later, copy and paste this workflow into your n8n. You will get this workflow: This workflow uses the Customer Datastore node to generate sample input items. You can render one template with all items (enable "Render All Items with One Template"): or one template per input item: Visit the oficial NPM page to see more samples. Learning n8n by yourself is nice, but a bit tricky :) We offer n8n training video courses at Aprende n8n. If you need custom trainings, let us know. Additionally, you can contact us at Automate with n8n if you need the next services: Custom installations. Custom nodes. Monitor and alarms. Delegate 12/5 or 24/7 workflow issue resolutions. Automated backups of your workflows. HTTP integrations of non-supported APIs. Complex workflows. I hope you will enjoy this new node and this workflow. Automate your life! Automate it with n8n!

Description This workflow automatically collects weather data from multiple sources and compiles it into comprehensive reports. It helps you make informed decisions based on accurate weather forecasts without manually checking multiple weather services. Overview This workflow automatically scrapes weather data from multiple sources and compiles it into a comprehensive report. It uses Bright Data to access weather websites and can be configured to send you regular weather updates for your locations of interest. Tools Used n8n:** The automation platform that orchestrates the workflow. Bright Data:** For scraping weather websites and forecast data without getting blocked. Notification Services:** Email, messaging apps, or other platforms. How to Install Import the Workflow: Download the .json file and import it into your n8n instance. Configure Bright Data: Add your Bright Data credentials to the Bright Data node. Set Up Notifications: Configure how you want to receive weather reports. Customize: Add your locations of interest and reporting frequency. Use Cases Event Planners:** Get weather forecasts for upcoming outdoor events. Farmers:** Monitor weather conditions for agricultural planning. Travelers:** Check weather forecasts for destinations before trips. Connect with Me Website:** https://www.nofluff.online YouTube:** https://www.youtube.com/@YaronBeen/videos LinkedIn:** https://www.linkedin.com/in/yaronbeen/ Get Bright Data:** https://get.brightdata.com/1tndi4600b25 (Using this link supports my free workflows with a small commission) #n8n #automation #weather #weatherforecasts #brightdata #webscraping #weatherreports #weatheralerts #weatherdata #weathermonitoring #n8nworkflow #workflow #nocode #weatherautomation #weatherscraping #weathertracking #weathernotifications #weatherupdates #forecastdata #weatherplanning #weatherservice #outdoorevents #weatherapi #weatherinformation #climatedata #weathertech

This sub-workflow uses two custom Hugging Face regression models from Open Paws to evaluate and predict the real-world performance and advocacy alignment of text content. It’s designed to support animal advocacy organizations in optimizing their messaging across platforms like social media, email campaigns, and more. 🛠️ What It Does Sends input text to two deployed Hugging Face endpoints: Predicted Performance Model – Estimates real-world content success (e.g., engagement, shares, opens) based on patterns from real online data. Advocate Preference Model – Predicts how well the content will resonate with animal advocates (emotional impact, relevance, rationality, etc.) Outputs structured scores for both models Can be integrated into larger workflows for automated content review, filtering, or revision 📊 About the Models Text Performance Prediction Model** Trained on real-world data from 30+ animal advocacy organizations, this model predicts actual online performance of content—including social media, email marketing, and other outreach channels. Advocate Preference Prediction Model** Trained on ratings from animal advocates to evaluate how well a piece of text aligns with advocacy goals and values. Model Repositories: open-paws/text_performance_prediction_longform open-paws/animal_advocate_preference_prediction_longform > 📌 You must deploy each model as an inference endpoint on Hugging Face. Click "Deploy" on each model’s repo, then add the endpoint URL and your Hugging Face access token using n8n credentials. 📦 Use Cases Advocacy content review before publishing Automated scoring of outreach messages Filtering or flagging content with low predicted impact A/B testing support for message optimization

Tired of manually watching long YouTube videos just to extract the main points? With our YouTube Transcript & Summary Automation, you can instantly turn any video into an actionable, AI-generated summary — all from a simple Google Sheet. What this automation does: Reads video URLs from Google Sheets (just add your links!) Generates accurate transcripts using Supadata.ai — with 100 free uses/month Creates a smart summary using DeepSeek AI: 🔹 Short summary of the video 🔹 Key points 🔹 Main topics Youtube tutorial: https://www.youtube.com/watch?v=uj7KaFSh95Y Automatically updates your Google Sheet with the transcript and the AI-generated summary How to set it up: Create a simple Google Sheet with these columns: Url – link to the YouTube video Status – set to pending to trigger the automation, updated to done after completion Transcript – filled automatically Summary – filled automatically Once your sheet is ready, the automation takes care of the rest — no technical skills needed. Why you'll love it: This is the perfect tool for content creators, researchers, marketers, and educators who want to save time, extract insights faster, and never miss key ideas from long videos. Want something custom? Got feedback or want to build your own custom automation or workflow? We’d love to hear from you! Reach out to us at jacobmarketingservice@gmail.com — let’s bring your idea to life.

📦 Send Telegram Notifications for New WooCommerce Orders This workflow automatically sends a Telegram notification when an order status in WooCommerce changes to "Processing." Perfect for online store owners who want instant updates on order fulfillment. ⚙️ Set Up Telegram Alerts for WooCommerce Orders Configure WooCommerce Webhook to trigger on order updates. Create a Telegram Bot and obtain the API token. Set Up Telegram Credentials in n8n. Configure the Telegram Node with your chat ID. Activate and Test the workflow by placing a new order. ##💡 Notes You can customize the message format in the 🖋️ Design Message Template node to include additional order details. Contact me on [Telegram]: https://t.me/amir676080 Message structure includes the following details 🆔 Order Number: 11234 👦🏻 Customer Name: John Doe 💵 Amount: 299.99 USD 📅 Order Date: ➖ 25th November 2024 at 14:42 🏙 City: New York 📞 Phone: +1 555-1234 ✍🏻 Order Note: Fast delivery requested 📦 Ordered Products: 🔹 Wireless Earbuds (2 items) 📝 Type: Premium Sound Edition Contact me on [Telegram]: https://t.me/amir676080

Takes your raw, unpolished voice transcripts and transforms them into well-structured LinkedIn posts using AI. Perfect for when you have good ideas but they come out as rambling thoughts. The Problem: You record voice memos with great ideas, but when you read the transcript, it's full of "ums," incomplete sentences, and scattered thoughts. Turning that into a professional LinkedIn post takes forever. The Solution: Email your raw transcript to this workflow. It combines your unpolished content with examples from your inspiration document (posts you've saved that match your desired style), then uses AI to create a clean, engaging LinkedIn post. What actually happens: You email a raw voice transcript to your workflow email -The workflow pulls style examples from your Google Doc AI reformats your scattered thoughts into a coherent 150-300 word LinkedIn post You get an email back with the polished content + suggested image description Copy, paste, and post to LinkedIn You provide: The raw transcript (from your phone's voice recorder or any transcription tool), a Google Doc with LinkedIn posts you admire for style reference. You get: Professional LinkedIn content that sounds like you, but organized and polished. Technical requirements: Anthropic API, email account, Google Doc with example posts. This is basically having an AI writing assistant that knows your voice and preferred style, turning your brain dumps into professional content.

This n8n workflow verifies the deliverability of mailing addresses stored in Groundhogg CRM by integrating with Lob’s address verification service. Who is this for? This template is designed for Groundhogg CRM users who need to ensure the accuracy of mailing addresses stored in their CRM systems. What problem is this workflow solving? / Use Case This workflow addresses the challenge of maintaining accurate mailing addresses in CRM databases by verifying the deliverability of addresses. What this workflow does A new contact is created in Groundhogg CRM Webhook sent to n8n Verify if the address is deliverable via LOB Report back to Groundhogg CRM Set Up Steps Watch this setup video: https://www.youtube.com/watch?v=nrV0P0Yz8FI Takes 10-30 minutes to set up Accounts Needed: Groundhogg CRM LOB Account (https://www.lob.com $0.00/mo 300 US addresses Verifications) n8n Before using this template, ensure you have API keys for your Groundhogg CRM app and Lob. Set up authentication for both services within n8n. How to customize this workflow to your needs You can customize this workflow by adjusting the trigger settings to match Groundhogg CRM’s workflow configuration. Additionally, you can modify the actions taken based on the deliverability outcome, such as updating custom fields or sending notifications.

Description This workflow automatically scans food delivery platforms and restaurant websites to find the best deals and discounts. It helps you save money on meals by aggregating special offers and promotions in one place. Overview This workflow automates finding the best food deals and discounts from various websites. It uses Bright Data to scrape deal information and can be configured to send you notifications or save the deals to a spreadsheet. Tools Used n8n:** The automation platform that orchestrates the workflow. Bright Data:** For scraping food deal websites without getting blocked. (Optional) Google Sheets/Discord/Telegram:** To store or get notified about the deals. How to Install Import the Workflow: Download the .json file and import it into your n8n instance. Configure Bright Data: Add your Bright Data credentials to the Bright Data node. Set Up Notifications (Optional): Configure the nodes for Google Sheets, Discord, or Telegram if you want to receive notifications. Customize: Specify the websites you want to scrape for deals. Use Cases Foodies:** Always be the first to know about the best restaurant deals in your city. Students:** Save money by finding cheap eats and special offers. Families:** Plan your meals around the best grocery and restaurant discounts. Connect with Me Website:** https://www.nofluff.online YouTube:** https://www.youtube.com/@YaronBeen/videos LinkedIn:** https://www.linkedin.com/in/yaronbeen/ Get Bright Data:** https://get.brightdata.com/1tndi4600b25 (Using this link supports my free workflows with a small commission) #n8n #automation #fooddeals #brightdata #webscraping #discounts #fooddiscounts #mealdeals #restaurantdeals #savemoney #foodoffers #n8nworkflow #workflow #nocode #foodtech #dealfinder #specialoffers #fooddelivery #budgetmeals #foodsavings #dealhunting #foodautomation #moneysaving #foodhacks #bestdeals #foodscraping

Want to check out all my flows, follow me on: https://maxmitcham.substack.com/ https://www.linkedin.com/in/max-mitcham/ Email Manager - Intelligent Gmail Classification This automation flow is designed to automatically monitor incoming Gmail messages, analyze their content and context using AI, and intelligently classify them with appropriate labels for better email organization and prioritization. ⚙️ How It Works (Step-by-Step): 📧 Gmail Monitoring (Trigger) Continuously monitors your Gmail inbox: Polls for new emails every minute Captures all incoming messages automatically Triggers workflow for each new email received 📖 Email Content Extraction Retrieves complete email details: Full email body and headers Sender information and recipient lists Subject line and metadata Existing Gmail labels and categories Email threading information (replies/forwards) 🔍 Email History Analysis AI agent checks relationship context: Searches for previous emails from the same sender Checks sent folder for prior outbound correspondence Determines if this is a first-time contact (cold email) Analyzes conversation thread history 🤖 Intelligent Classification Agent Advanced AI categorization using: Claude Sonnet 4 for sophisticated email analysis Context-aware classification based on email history Content analysis for intent and urgency detection Header analysis for automated vs. human-sent emails 🏷️ Smart Label Assignment Automatically applies appropriate Gmail labels: To Respond: Requires direct action/reply FYI: For awareness, no action needed Notification: Service updates, policy changes Marketing: Promotional content and sales pitches Meeting Update: Calendar-related communications Comment: Document/task feedback 📋 Structured Processing Ensures consistent labeling: Uses structured output parsing for reliability Returns specific Label ID for Gmail integration Applies label automatically to the email Maintains classification accuracy 🛠️ Tools Used: n8n: Workflow automation platform Gmail API: Email monitoring and label management Anthropic Claude: Advanced email content analysis Gmail Tools: Email history checking and search Structured Output Parser: Consistent AI responses 📦 Key Features: Real-time email monitoring and classification Context-aware analysis using email history Intelligent cold vs. warm email detection Multiple classification categories for organization Automatic Gmail label application Header analysis for automated email detection Thread-aware conversation tracking 🚀 Ideal Use Cases: Busy executives managing high email volumes Sales professionals prioritizing prospect communications Support teams organizing customer inquiries Marketing teams filtering promotional content Anyone wanting automated email organization Teams needing consistent email prioritization `

Universal AI Assistant - Webhook-Ready Conversational AI Transform any platform into an intelligent conversational experience with this plug-and-play n8n workflow. This AI assistant can be seamlessly integrated into websites, mobile apps, or any system that supports webhook connections. Key Features: 🔗 Universal Integration - Connect to any platform via webhook (websites, apps, bots) 🧠 Powered by Google Gemini 2.0 Flash - Fast, accurate, and context-aware responses 💾 Session Memory - Maintains conversation context for natural follow-up interactions ⚡ Real-time Responses - Instant webhook responses for smooth user experiences 🎯 Customizable Personality - Easy prompt modification for brand-specific tone Perfect For: Website Chat Widgets - Add AI support to any website instantly WhatsApp/Telegram Bots - Power messaging platforms with intelligent responses Mobile App Integration - Embed conversational AI into iOS/Android apps Customer Support Systems - Automate first-line support with context retention Lead Qualification - Intelligent pre-screening of prospects before human handoff Simple Implementation: Just send POST requests to the webhook URL with: json{ "message": "User's question here", "sessionId": "unique-session-identifier" } Ready to deploy in minutes - No complex setup required. Perfect for small businesses wanting to add AI capabilities without technical overhead. This workflow gives you a production-ready foundation that you can customize for specific client needs. The session-based memory makes it ideal for customer support scenarios where context matters, and the webhook approach means it integrates with virtually any platform your clients are already using.