Workflow Templates

🚀 AI Lead Generation and Follow-Up Template 📋 Overview This n8n workflow template automates your lead generation and follow-up process using AI. It captures leads through a form, enriches them with company data, classifies them into different categories, and sends appropriate follow-up sequences automatically. Key Features: 🤖 AI-powered lead classification (Demo-ready, Nurture, Drop) 📊 Automatic lead enrichment with company data 📧 Intelligent email responses and follow-up sequences 📅 Automated demo scheduling for qualified leads 📝 Complete lead logging in Google Sheets 💬 AI assistant for immediate query responses 🛠️ Prerequisites Before setting up this workflow, ensure you have: n8n Instance: Self-hosted or cloud version OpenAI API Key: For AI-powered features Google Workspace Account with: Gmail access Google Sheets Google Calendar Basic understanding of your Ideal Customer Profile (ICP) ⚡ Quick Start Guide Step 1: Import the Workflow Copy the workflow JSON Import into your n8n instance The workflow will appear with all nodes connected Step 2: Configure Credentials You'll need to set up the following credentials: OpenAI API**: For AI agents and classification Gmail OAuth2**: For sending emails Google Sheets OAuth2**: For lead logging Google Calendar OAuth2**: For demo scheduling Step 3: Create Your Lead Log Sheet Create a Google Sheet with these columns: Date Name Email Company Job Title Message Number of Employees Industry Geography Annual Revenue Technology Pain Points Lead Classification Step 4: Update Configuration Nodes Replace Sheet ID: Update all Google Sheets nodes with your sheet ID Update Email Templates: Customize all email content Set Escalation Email: Replace "your-email@company.com" with your team's email Configure ICP Criteria: Edit the "Define ICP and Lead Criteria" node 🎯 Lead Classification Setup Define Your ICP (Ideal Customer Profile) Edit the "Define ICP and Lead Criteria" node to set your criteria: 📌 ICP Criteria Example: Company Size: 50+ employees Industry: SaaS, Finance, Healthcare, Manufacturing Geography: North America, Europe Pain Points: Manual processes, compliance needs, scaling challenges Annual Revenue: $5M+ ✅ Demo-Ready Criteria: High-intent prospects who meet multiple qualifying factors: Large company size (your threshold) Clear pain points mentioned Urgent timeline Budget authority indicated Specific solution requests 🌱 Nurture Criteria: Prospects with future potential: Meet basic size requirements In target industry General interest expressed Planning future implementation Exploring options ❌ Drop Criteria: Only drop leads that clearly don't fit: Outside target geography Wrong industry (B2C if you're B2B) Too small with no growth Already with competitor Spam or test messages 📧 Email Customization Customize Follow-Up Sequences: Demo-Ready Sequence: Immediate calendar invitation Personalized demo confirmation Meeting reminder (optional) Nurture Sequence: Welcome email with resources Educational content (Day 2) Webinar/event invitation (Day 3) Demo offer (Day 4) Drop Message: Polite acknowledgment Clear explanation Keep door open for future 🔧 Advanced Configuration AI Answer Agent Setup: Update the system prompt with your company information Add common Q&A patterns Set escalation rules Configure language preferences Lead Enrichment Options: Add API keys for additional data sources Configure enrichment fields Set data quality thresholds Enable duplicate detection Calendar Integration: Set available meeting times Configure meeting duration Add buffer times Set timezone handling 📊 Monitoring and Optimization Track Key Metrics: Lead volume by classification Response rates Demo conversion rates Time to first response Enrichment success rate Optimization Tips: Regular Review: Check classification accuracy weekly A/B Testing: Test different email sequences Feedback Loop: Use outcomes to refine ICP criteria AI Training: Update prompts based on results 🎉 Best Practices Start Simple: Begin with basic criteria and refine over time Test Thoroughly: Use test leads before going live Monitor Daily: Check logs for the first week Iterate Quickly: Adjust based on results Document Changes: Keep track of criteria updates 📈 Scaling Your Workflow As your lead volume grows: Add Sub-workflows: Separate complex processes Implement Queuing: Handle high volumes Add CRM Integration: Sync with your sales tools Enable Analytics: Track detailed metrics Set Up Alerts: Monitor for issues

CV → Match → Screen → Decide, all automated This workflow automatically processes candidate CVs from email, intelligently matches them to job descriptions, performs AI-powered screening analysis, and sends actionable summaries to your team in Slack. Good to know Handles both PDF and Word document CVs automatically Two-stage JD matching: prioritizes role mentioned in candidate's email, falls back to CV analysis if needed Uses Google Gemini API for AI screening (generous free tier and rate limits, typically enough to avoid paying for API requests, but check latest pricing at Google AI Pricing) All CVs stored in Google Drive with standardized naming (candidate name + date/time) Complete audit trail logged in Google Sheets Who's it for Hiring teams and recruiters who want to automate first-round CV screening while maintaining quality. Perfect for companies receiving high volumes of applications across multiple roles, especially in tech, sales, or automation-focused positions. How it works Gmail monitors inbox for CVs with specific label and downloads attachments Detects file type (PDF or Word) and converts/standardizes format for text extraction AI agent matches candidate to best-fit job description by analyzing email context first (if candidate mentioned a role), or CV content as fallback (selects up to 3 potential JD matches) If multiple JDs matched, second AI agent selects the single best fit AI recruiter agent analyzes CV against selected JD and generates structured screening report (strengths, weaknesses, risk/reward factors, overall fit score 0-10 with justification) Extracts candidate details (name, email) from CV text Logs complete analysis to Google Sheets tracker Sends formatted summary to Slack with Proceed/Reject action buttons for instant team decisions Requirements Gmail account with API access Google Drive account (OAuth2) Google Sheets account (OAuth2) Slack workspace with bot permissions Google Gemini API key (Get free key here) Google Drive folders: one for CVs, one for Job Descriptions (as PDFs or Google Docs) How to set up Add credentials: Gmail OAuth2, Google Drive OAuth2, Google Sheets OAuth2, Slack OAuth2, Google Gemini API Create Gmail label (e.g., "CV-Screening") for incoming candidate emails In "Receive CV via Email" node: select your Gmail label for filtering Create two Google Drive folders: "Candidate CVs" and "Job Descriptions" In "Upload CV - PDF" and "Stream Doc/Docx File" nodes: update folder ID to your "Candidate CVs" folder In "Access JD Files" node: update folder ID to your "Job Descriptions" folder Create Google Sheet named "AI Candidate Screening" with columns matching the sample AI Candidate Screening sheet In "Append row in sheet" node: select your Google Sheet In "Send Candidate Screening Confirmation" node: select your Slack channel Activate workflow Customizing this workflow Change JD matching logic: Edit "JD Matching Agent" node prompt to adjust how CVs are matched to roles (e.g., weight technical skills vs. experience). Change "Company Description" in AI prompts: Insert your "Company Description" in System Message sections in "JD Matching Agent" and "Detailed JD Matching Agent" nodes Modify screening criteria: Edit "Recruiter Scoring Agent" node system message to focus on specific qualities (culture fit, leadership, technical depth, etc.) Add more storage locations: Add nodes to save CVs to other systems (Notion, Airtable, ATS platforms) Customize Slack message: Edit "Send Candidate Screening Confirmation" node to change formatting, add more context, or include additional candidate data Auto-proceed logic: Add IF node after screening to auto-proceed candidates with fit score above threshold (e.g., 8+/10) Add email responses: Connect nodes to automatically email candidates (confirmation, rejection, interview invite) Add human-in-the-loop: Sub-workflow triggered by Slack response or email response, to update Sheet with approve/reject status Add candidate email responses + interview scheduling**: For approved candidates, trigger email to candidate with Cal.com or Calendly link so they can book their interview Quick Troubleshooting No CVs being processed: Check Gmail label is correctly set in "Receive CV via Email" node and emails are being labeled Word documents failing: Verify "Stream Doc/Docx File" node has correct parent folder ID and Google Drive credentials authorized JD matching returns no results: Check "Access JD Files" node folder ID points to your Job Descriptions folder, and JD files are named clearly (e.g., "Marketing Director JD.pdf") JD matching is not relevant for my company: Update the "Company Description" in the System Messages in the "JD Matching Agent" and "Detailed JD Matching Agent" nodes "Can't find matching JD": Ensure candidate's email mentions role name OR their CV clearly indicates relevant experience for available JDs Google Sheets errors: Verify sheet name is "AI Candidate Screening" and column headers exactly match workflow expectations (Submission ID, Date, CV, First Name, etc.) Slack message not appearing: Re-authorize Slack credentials and confirm channel ID in "Send Candidate Screening Confirmation" node Missing candidate name/email: CV text must be readable - check PDF extraction quality or try converting complex CVs to simpler format 401/403 API errors: Re-authorize all OAuth2 credentials (Gmail, Google Drive, Google Sheets, Slack) AI analysis quality issues: Edit system prompts in "JD Matching Agent" and "Recruiter Scoring Agent" nodes to refine screening criteria Sample Outputs Google Sheets - AI Candidate Screening - sample Slack confirmation message Acknowledgments This workflow was inspired by Nate Herk's YouTube demonstration on building a resume analysis system. This implementation builds upon that foundation by adding dynamic job description matching (initial + detailed JD matching agents), Slack Block Kit integration with interactive buttons, updated Google Drive API methods for document handling, and enhanced candidate data capture in Google Sheets.

🚀 How it works Monitors your AP inbox for incoming invoices, extracts structured data with AI, runs duplicate and vendor history checks against Supabase, then scores each invoice for fraud risk — routing suspicious ones to Slack and your AP team before any payment is processed. 📬 Gmail Trigger monitors your accounts payable inbox in real time 🤖 AI Agent extracts invoice number, vendor, amount, currency, dates and line items into structured JSON — no manual data entry 🔍 Checks Supabase for duplicate invoice numbers already in the system 🏢 Checks vendor payment history — flags unknown vendors and amount deviations above 50% from the vendor's historical average 🧠 Second AI Agent scores fraud risk: low / medium / high / critical with specific fraud indicators and a recommended action 🚨 High/critical risk — posts a detailed Slack alert to #invoice-alerts and emails your AP manager with a hold notice 🗄️ Logs every processed invoice to Supabase with risk score and status 🛠️ Set up steps Estimated setup time: ~20 minutes Gmail Trigger — connect Gmail OAuth2; point it at your AP inbox OpenAI — connect OpenAI API credential (used by both AI Agent nodes) Supabase — connect Supabase API credential; create two tables: invoices (invoice_number, vendor_name, amount, status, risk_level, created_at) and vendors (vendor_name, avg_amount, total_invoices, flagged) Slack — connect Slack OAuth2; update the channel name #invoice-alerts Gmail (Send) — connect Gmail OAuth2; replace ap-manager@example.com Follow the sticky notes inside the workflow for per-node guidance 📋 Prerequisites Gmail account receiving invoices OpenAI API key (GPT-4o) Supabase project with invoices and vendors tables Slack workspace with an alerts channel Custom Workflow Request with Personal Dashboard kumar@smartflowcraft.com https://www.smartflowcraft.com/contact More free templates https://www.smartflowcraft.com/n8n-templates

Generate Personalized & Aggregate Survey Reports with Jotform and Gemini AI Overview Automatically transform Jotform survey responses into intelligent, professional reports. This workflow generates personalized insights for each respondent and statistical summaries for administrator, all hands-free. Who Should Use This Survey managers needing automated report generation Market researchers analyzing response data Product teams collecting customer feedback Organizations using Jotform without built-in analytics What It Does Two-Part Report System: Personal Reports (Instant) Triggers immediately when respondent submits survey AI analyzes their individual responses using Google Gemini Generates customized insights and recommendations Sends professional HTML report to respondent's email Weekly Aggregate Reports (Scheduled) Runs automatically every week Collects all survey submissions Calculates statistics, percentages, and trends Identifies patterns across all respondents Sends comprehensive analysis to admin Key Features ✓ Real-time personal report generation ✓ Intelligent AI-powered analysis (Google Gemini) ✓ Professional HTML email formatting ✓ Automatic weekly summaries ✓ Statistical analysis and trend identification ✓ Zero manual processing required ✓ Fully customizable prompts and styling ✓ Works with any Jotform survey structure Setup Requirements Jotform** account with active survey form Get Jotform from here n8n** instance (cloud or self-hosted) Google Gemini API** key Gmail** account (for sending reports) Jotform API** key What You Get in Reports Personal Reports Include: Respondent Profile** – Auto-extracted demographics (age, role, location, email) Key Insights** – 3-4 AI-generated insights specific to their responses Personalized Recommendations** – 3-4 actionable suggestions based on their answers Professional Formatting** – HTML-styled email with your branding colors Mobile Responsive** – Looks great on all devices Fully Customizable: Edit the AI prompt to generate different types of insights Change HTML styling (colors, fonts, layout) Add/remove sections (logos, footers, additional analysis) Adjust the tone (professional, casual, technical, etc.) Include custom branding and messaging Aggregate Reports Include: Total Respondents Count** – How many submissions in the period Demographic Breakdown** – Distribution of respondent profiles Response Statistics** – Percentages and frequencies for each question Answer Distribution** – Most popular choices across all responses Trend Analysis** – Patterns and correlations in the data Key Findings** – Top 5-7 insights from all responses combined Statistical Metrics** – Averages, frequencies, comparisons Fully Customizable: Choose which statistics to calculate and display Change how data is visualized and presented Customize report styling and branding Adjust analysis depth and metrics focus Add custom sections for your specific needs Modify HTML layout and design How Reports Look Personal Report Structure (Email): Header: Professional gradient background with thank you message Section 1: Respondent Details (extracted from survey) Section 2: Key Insights (AI-generated from their responses) Section 3: Recommendations (personalized suggestions) Footer: Thank you message and company info Aggregate Report Structure (Email): Header: Report title and date range Section 1: Total respondent count and demographics Section 2: Question-by-question response breakdown Section 3: Statistical analysis and trends Section 4: Key findings and patterns discovered Section 5: Actionable insights for decision-makers Footer: Next report date and company branding Quick Start Get your Jotform Form ID and API key Enable Google Gemini API and create API key Set up Gmail OAuth2 credentials in n8n Import this workflow Add your credentials to the nodes Test with a sample survey submission Complete setup instructions are included in the workflow as an expandable sticky note. Workflow Logic PERSONAL REPORTS: Survey Submission ↓ Collect Response Data ↓ AI Analysis & Insights Generation ↓ Create Styled HTML Report ↓ Send to Respondent Email AGGREGATE REPORTS: Weekly Schedule Triggers ↓ Fetch All Submissions ↓ Statistical Analysis & Trend Detection ↓ Generate Insights from All Data ↓ Create Summary HTML Report ↓ Send to Admin Email Use Cases Customer Feedback Surveys** – Analyze responses, send personalized insights Product Research** – Track trends across respondents weekly Market Research** – Automated statistical reporting Employee Surveys** – Personalized feedback + company trends Event Feedback** – Instant attendee insights + organizer summary Customer Satisfaction (NPS)** – Personalized follow-ups + trend analysis Lead Qualification** – Auto-analyze prospect responses and route accordingly

Description: More than an alarm. A smart morning experience that adapts to the weather. 🎸☔️☀️ This workflow demonstrates how to upgrade a simple automation into a smart, context-aware system. By integrating OpenMeteo (Weather API), Google Gemini (AI), and Spotify, it creates a personalized DJ experience for your morning. Why is this "Advanced"? Context Awareness: It doesn't just play music; it checks the weather (via OpenMeteo API) to understand the user's environment. AI Persona: Gemini acts as a live DJ, generating commentary that connects the specific Led Zeppelin track to the current weather conditions (e.g., "It's rainy, perfect for 'The Rain Song'"). Data Logging: It logs every wake-up session (Song, Time, Weather) to Google Sheets, creating a personal music history database. Robust Error Handling: Includes logic to detect offline speakers and send fallback alerts. How it works: Check Context: Fetches real-time weather data for your location and checks your Spotify speaker status. Select Music: Picks a random track from Led Zeppelin's top hits. Generate: Gemini generates a unique "Good Morning" script combining the song title and the weather. Action: Plays the music, logs the data to Google Sheets, and emails you the AI's greeting with album art. Setup Requirements: Spotify Premium Google Gemini API Key Google Sheets: Create a sheet named History with headers: date, time, weather, temperature, song, artist. Gmail

What this workflow does Fully production-ready B2B lead outreach pipeline that: Takes industry keywords from a form trigger (or you can manually add rows to Google Sheets) Scrapes targeted LinkedIn leads using Apify (peakydev~leads-scraper-ppe actor) Filters for valid emails Automatically creates company + contact records in HubSpot CRM Generates highly personalized, non-salesy cold emails using GPT (tailored to the company’s industry) Logs every lead to Google Sheets with "Pending" status Waits for human approval or rejection — triggered directly from Google Sheets via two webhooks: Approve (via button/script in sheet) → sends the email via Gmail Reject (via button/script in sheet) → automatically rewrites a softer, more value-focused version with a different angle → updates the same row in the sheet Why this is useful Most outreach automations send emails blindly. This one gives you full control with a human-in-the-loop layer inside Google Sheets + automatic intelligent rewrite on rejection — which greatly improves reply rates, reduces spam complaints, and protects your sender reputation. Ideal if you: Run outbound campaigns at reasonable scale Already live in Google Sheets for lead review Want clean HubSpot CRM records before sending anything Need traceable approval (who approved what, when) Often hear “too salesy” and want the AI to adapt automatically How to use Import the workflow into n8n Connect the required credentials: Apify API token HubSpot App Token (Private App) Gmail OAuth2 Google Sheets OAuth2 OpenAI API key Replace placeholders: Your Google Sheet ID in the “Leads Log” node Your name & signature in the AI prompts Any test email addresses if needed Activate the main Form Trigger (Lead Campaign Setup) to start campaigns Review & act from Google Sheets: Leads appear in your sheet with "Pending" status Use simple buttons or a dropdown + Apps Script (code examples provided in workflow sticky notes) to trigger: Approve → POST to /webhook/approved Reject → POST to /webhook/rejected Required credentials Apify HubSpot (App Token) Gmail OAuth2 Google Sheets OAuth2 OpenAI Once set up, you get a beautiful hybrid system: generate leads automatically → review & decide in familiar Google Sheets → one-click action → n8n handles sending or smart rewriting. Enjoy — and feel free to share your reply rates or any tweaks you make after running a few campaigns! 🪄

Who is this for? This template is perfect for agencies, consultancies, freelancers, and project-based teams who want to eliminate repetitive onboarding tasks. If you're tired of manually creating folders, Slack channels, and project pages every time a new client signs a contract, this automation will save you hours. What this workflow does When a new contract PDF is uploaded to a designated Google Drive folder, this workflow automatically: Parses the filename to extract client name, project name, and contact email Creates a project folder structure in Google Drive with organized subfolders Creates a dedicated Slack channel for project communication Sets up a Notion project page with initial kickoff tasks Logs project details to a master Google Sheet for tracking Drafts a personalized welcome email using OpenAI GPT-4o-mini Notifies your team on Slack with all relevant links when complete Setup steps Time required: ~15 minutes Configure OAuth credentials for Google Drive, Gmail, Google Sheets, Slack, and Notion Add your OpenAI API key for AI-powered email drafting Update the "Set Config Variables" node with your specific IDs: Google Drive parent folder ID Notion database ID Google Sheet ID Slack notification channel ID Set up the trigger folder in Google Drive where contracts will be uploaded Prepare your Google Sheet with columns: Client, Project Code, Notion Link, Slack Channel, Drive Folder Requirements Google Workspace account (Drive, Gmail, Sheets) Slack workspace with bot permissions to create channels Notion workspace with API integration OpenAI API key File naming convention Upload PDF files using this format: ClientName_ProjectName_email@example.com.pdf Example: AcmeCorp_WebsiteRedesign_john@acme.com.pdf How to customize Add more subfolders: Duplicate the "Create Deliverables Subfolder" node Customize the email prompt: Edit the "AI Draft Welcome Email" node Add more Notion properties: Extend the "Create Notion Project Page" node Change notification format: Modify the "Notify Team on Slack" message

Automated Employee Recognition Bot with Slack + Google Sheets + Gmail Description Turn employee recognition into an automated system. This workflow celebrates great work instantly it posts recognition messages on Slack, sends thank-you emails via Gmail, and updates your tracking sheet automatically. Your team feels appreciated. Your HR team saves hours. Everyone wins. ⚙️ How It Works You add a new recognition in Google Sheets. The bot automatically celebrates it in Slack. The employee receives a thank-you email. HR gets notified and the sheet updates itself. 🔧 Setup Steps 1️⃣ Prepare Your Google Sheet Create a sheet called “Employee_Recognition_List” with these columns: Name | Department | Reason | Date | Email | Status | EmailStatus Then add one test row — for example, your own name — to see it work. 2️⃣ Connect Your Apps Inside n8n: Google Sheets:** Connect your Google account so the bot can read the sheet. Slack:** Connect your Slack workspace to post messages in a channel (like #general). Gmail:** Connect your Gmail account so the bot can send emails automatically. 3️⃣ (Optional) Add AI Personalization If you want the messages to sound more natural, add an OpenAI node with this prompt: > “Write a short, friendly recognition message for {{name}} from {{dept}} who was recognized for {{reason}}. Keep it under 2 sentences.” This makes your Slack and email messages feel human and genuine. 4️⃣ Turn It On Once everything’s connected: Save your workflow Set it to Active Add a new row in your Google Sheet The bot will instantly post on Slack and send a thank-you email 🎉

This n8n template demonstrates how to automate YouTube content repurposing using AI. Upload a video to Google Drive and automatically generate transcriptions, A/B testable titles, AI thumbnails, short-form clips with captions, and YouTube descriptions with chapter timestamps. Use cases include: Content creators who publish 1-2 long-form videos per week and need to extract 5-10 short-form clips, YouTube agencies managing multiple channels, or automation consultants building content systems for clients. Good to know Processing time is approximately 10-15 minutes per video depending on length Cost per video is roughly $1.00 (transcription $0.65, AI generation $0.35) YouTube captions take 10-60 minutes to generate after upload - the workflow includes automatic polling to check when captions are ready Manual steps still required: video clipping (using provided timestamps), social media posting, and YouTube A/B test setup How it works When a video is uploaded to Google Drive, the workflow automatically triggers and creates an Airtable record The video URL is sent to AssemblyAI (via Apify) for transcription with H:MM:SS.mmm timestamps GPT-4o-mini analyzes the transcript and generates 3 title variations optimized for A/B testing When you click "Generate thumbnail" in Airtable, your prompt is optimized and sent to Kie.ai's Nano Banana Pro model with 2 reference images for consistent branding After uploading to YouTube, the workflow polls YouTube's API every 5 minutes to check if auto-generated captions are ready Once captions are available, click "Generate clips" and Grok 4.1 Fast analyzes the transcript to identify 3-8 elite clips (45+ seconds each) with proper start/end boundaries and action-oriented captions GPT-4o-mini generates a YouTube description with chapter timestamps based on the transcript All outputs are saved to Airtable: titles, thumbnail, clip timestamps with captions, and description How to use Duplicate the provided Airtable base template and connect it to your n8n instance Create a Google Drive folder for uploading edited videos After activating the workflow, copy webhook URLs and paste them into Airtable button formulas and automations Upload your edited video to the designated Google Drive folder to trigger the system The workflow automatically generates titles and begins transcription Add your thumbnail prompt and 2 reference images to Airtable, then click "Generate thumbnail" Upload the video to YouTube as unlisted, paste the video ID into Airtable, and check the box to trigger clip generation Use the provided timestamps to manually clip videos in your editor Copy titles, thumbnail, clips, and description from Airtable to publish across platforms Requirements Airtable account (Pro plan recommended for automations) Google Drive for video upload monitoring Apify account for video transcription via AssemblyAI actor OpenAI API key for title and description generation (GPT-4o-mini) OpenRouter API key for clip identification (Grok 4.1 Fast) Kie.ai account for AI thumbnail generation (Nano Banana Pro model) YouTube Data API credentials for caption polling Customising this workflow Tailor the system prompts to your content niche by asking Claude to adjust them without changing the core structure Modify the clip identification criteria (length, caption style, number of clips) in the Grok prompt Adjust thumbnail generation style by updating the image prompt optimizer Add custom fields to Airtable for tracking performance metrics or additional metadata Integrate with additional platforms like TikTok or Instagram APIs for automated posting

📘 Description This workflow analyzes real-time stock market sentiment and intent from public social media discussions and converts those signals into operations-ready actions. It exposes a webhook endpoint where a stock-market–related query can be submitted (for example, a stock, sector, index, or market event). The workflow then scans Twitter/X and Instagram for recent public discussions that indicate buying interest, selling pressure, fear, uncertainty, or emerging opportunities. An AI agent classifies each signal by intent type, sentiment, urgency, and strength. These insights are transformed into a prioritized Asana task for market or research teams and a concise Slack alert for leadership visibility. Built-in validation and error handling ensure reliable execution and fast debugging. This automation removes the need for manual social monitoring while keeping teams informed of emerging market risks and opportunities. ⚠️ Deployment Disclaimer This template is designed for self-hosted n8n installations only. It relies on external MCP tools and custom AI orchestration that are not supported on n8n Cloud. ⚙️ What This Workflow Does (Step-by-Step) 🌐 Receive Stock Market Query (Webhook Trigger) Accepts an external POST request containing a stock market query. 🧾 Extract Stock Market Query from Payload Normalizes and prepares the query for analysis. 🔎 Analyze Social Media for Stock Market Intent (AI) Scans public Twitter/X and Instagram posts to detect actionable market intent signals. 📡 Social Intelligence Data Fetch (MCP Tool) Retrieves relevant social data from external intelligence sources. 🧠 Transform Market Intent Signals into Ops-Ready Actions (AI) Structures insights into priorities, summaries, and recommended actions. 🧹 Parse Structured Ops Payload Validates and safely parses AI-generated JSON for downstream use. 📋 Create Asana Task for Market Signal Review Creates a prioritized task with key signals, context, and recommendations. 📣 Send Market Risk & Sentiment Alert to Slack Delivers an executive-friendly alert summarizing risks or opportunities. 🚨 Error Handler → Slack Alert Posts detailed error information if any workflow step fails. 🧩 Prerequisites • Self-hosted n8n instance • OpenAI and Azure OpenAI API credentials • MCP (Xpoz) social intelligence credentials • Asana OAuth credentials • Slack API credentials 🛠 Setup Instructions Deploy the workflow on a self-hosted n8n instance Configure the webhook endpoint and test with a sample query Connect OpenAI, Azure OpenAI, MCP, Asana, and Slack credentials Set the correct Asana workspace and project ID Select the Slack channel for alerts 🛠 Customization Tips • Adjust intent and sentiment classification rules in AI prompts • Modify task priority logic or due-date rules • Extend outputs to email reports or dashboards if required 💡 Key Benefits ✔ Real-time market sentiment detection from social media ✔ Converts unstructured signals into actionable tasks ✔ Provides leadership-ready Slack alerts ✔ Eliminates manual market monitoring ✔ Built-in validation and error visibility 👥 Perfect For Market research teams Investment and strategy teams Operations and risk teams Founders and analysts tracking market sentiment

Who is this for? This workflow is ideal for Gmail users and teams who receive a high volume of emails and want to streamline inbox management. It suits professionals seeking to organize messages automatically, including sales teams, project managers, support staff, and anyone who benefits from automated email categorization. What problem is this workflow solving? / Use case Manually labeling emails is time-consuming and can lead to inconsistent organization. This automated n8n workflow uses Gmail and OpenAI to analyze incoming messages and apply the appropriate labels, such as "Quotation", "Inquiry", "Project progress", and "Notification", based on content—improving productivity and ensuring important messages are prioritized. What this workflow does The workflow retrieves new Gmail messages, analyzes their content with OpenAI, and automatically assigns pre-defined Gmail labels that match the email’s intent. This ensures emails are sorted efficiently using AI-powered content analysis and Gmail’s labeling system. Setup Ensure Gmail labels (e.g., "Quotation", "Inquiry") are created in your Gmail account. Connect your Gmail and OpenAI accounts as credentials in n8n. Import the workflow into your n8n instance and update node configurations to match your Gmail label names. How to customize this workflow to your needs Edit or add Gmail labels both in your Gmail account and within the workflow logic. Adjust the prompt or parameters sent to OpenAI to better match your categorization style. Expand or refine the list of label categories to fit your team’s or business’s requirements.

Who is this for? This template is ideal for DevOps engineers, automation specialists, and n8n users who manage multiple workflows and want a reliable version control system for backups. It’s especially useful for teams collaborating via GitHub. What problem is this workflow solving? Manually backing up n8n workflows to GitHub can be time-consuming and error-prone. This workflow solves that by automating the backup of new and updated n8n workflows, ensuring your GitHub repository always reflects the latest changes. What this workflow does Retrieves all workflows from your local n8n instance. Decodes their content and compares it with existing GitHub files. Detects newly created or updated workflows. Creates a new Git branch and commits changes. Opens a pull request (PR) to the main branch. Sends a Slack notification when the PR is created. The system uses GitHub API, n8n, Merge, Set, and Slack nodes for full automation. Setup GitHub credentials: Add your GitHub API credentials in n8n. Slack integration: Connect your Slack Bot token if you want PR notifications. Repository details: Update github_owner, repo_name, and workflow directory path in the “Define Local Variables” node. n8n API key - Check this doc How to customize this workflow to your needs Change the workflow directory from workflows/ to a custom path. Modify the Slack message or add email notification support. Add filters to back up only specific workflows based on naming or tags. Adjust branch naming conventions or use different GitHub base branches. This workflow provides a seamless backup and versioning pipeline, minimizing manual Git interactions and supporting collaborative automation development.