Workflow Templates

Automated Raw Materials Inventory Management with Google Sheets, Supabase, and Gmail using n8n Webhooks Description What Problem Does This Solve? 🛠️ This workflow automates raw materials inventory management for businesses, eliminating manual stock updates, delayed material issue approvals, and missed low stock alerts. It ensures real-time stock tracking, streamlined approvals, and timely notifications. Target audience: Small to medium-sized businesses, inventory managers, and n8n users familiar with Google Sheets, Supabase, and Gmail integrations. What Does It Do? 🌟 Receives raw material data and issue requests via form submissions. Updates stock levels in Google Sheets and Supabase. Manages approvals for material issue requests with email notifications. Detects low stock levels and sends alerts via Gmail. Maintains data consistency across Google Sheets and Supabase. Key Features Real-time stock updates from form submissions. Automated approval process for material issuance. Low stock detection with Gmail notifications. Dual storage in Google Sheets and Supabase for redundancy. Error handling for robust data validation. Setup Instructions Prerequisites n8n Instance**: Self-hosted or cloud n8n instance. API Credentials**: Google Sheets API: Credentials from Google Cloud Console with Sheets scope, stored in n8n credentials. Supabase API: API key and URL from Supabase project, stored in n8n credentials (do not hardcode in nodes). Gmail API: Credentials from Google Cloud Console with Gmail scope. Forms**: A form (e.g., Google Form) to submit raw material receipts and issue requests, configured to send data to n8n webhooks. Installation Steps Import the Workflow: Copy the workflow JSON from the “Template Code” section (to be provided). Import it into n8n via “Import from File” or “Import from URL”. Configure Credentials: Add API credentials in n8n’s Credentials section for Google Sheets, Supabase, and Gmail. Assign credentials to respective nodes. For example: In the Append Raw Materials node, use Google Sheets credentials: {{ $credentials.GoogleSheets }}. In the Current Stock Update node, use Supabase credentials: {{ $credentials.Supabase }}. In the Send Low Stock Email Alert node, use Gmail credentials. Set Up Nodes: Webhook Nodes (Receive Raw Materials Webhook, Receive Material Issue Webhook): Configure webhook URLs and link them to your form submissions. Approval Email (Send Approval Request): Customize the HTML email template if needed. Low Stock Alerts (Send Low Stock Email Alert, Send Low Stock Email After Issue): Configure recipient email addresses. Test the Workflow: Submit a test form for raw material receipt and verify stock updates in Google Sheets/Supabase. Submit a material issue request, approve/reject it, and confirm stock updates and notifications. How It Works High-Level Steps Receive Raw Materials: Processes form submissions for raw material receipts. Update Stock: Updates stock levels in Google Sheets and Supabase. Handle Issue Requests: Processes material issue requests via forms. Manage Approvals: Sends approval requests and processes decisions. Monitor Stock Levels: Detects low stock and sends Gmail alerts. Detailed Descriptions Detailed node descriptions are available in the sticky notes within the workflow screenshot (to be provided). Below is a summary of key actions. Node Names and Actions Raw Materials Receiving and Stock Update Receive Raw Materials Webhook**: Receives raw material data from a form submission. Standardize Raw Material Data**: Maps form data into a consistent format. Calculate Total Price**: Computes Total Price (Quantity Received * Unit Price). Append Raw Materials**: Records receipt in Google Sheets. Check Quantity Received Validity**: Ensures Quantity Received is valid. Lookup Existing Stock**: Retrieves current stock for the Product ID. Check If Product Exists**: Branches based on Product ID existence. Calculate Updated Current Stock**: Adds Quantity Received to stock (True branch). Update Current Stock**: Updates stock in Google Sheets (True branch). Retrieve Updated Stock for Check**: Retrieves updated stock for low stock check. Detect Low Stock Level**: Flags if stock is below minimum. Trigger Low Stock Alert**: Triggers email if stock is low. Send Low Stock Email Alert**: Sends low stock alert via Gmail. Add New Product to Stock**: Adds new product to stock (False branch). Current Stock Update**: Updates Supabase Current Stock table. New Row Current Stock**: Inserts new product into Supabase. Search Current Stock**: Retrieves Supabase stock records. New Record Raw**: Inserts raw material record into Supabase. Format Response**: Removes duplicates from Supabase response. Combine Stock Update Branches**: Merges branches for existing/new products. Material Issue Request and Approval Receive Material Issue Webhook**: Receives issue request from a form submission. Standardize Data**: Normalizes request data and adds Approval Link. Validate Issue Request Data**: Ensures Quantity Requested is valid. Verify Requested Quantity**: Validates Product ID and Submission ID. Append Material Request**: Records request in Google Sheets. Check Available Stock for Issue**: Retrieves current stock for the request. Prepare Approval**: Checks stock sufficiency for the request. Send Approval Request**: Emails approver with Approve/Reject options. Receive Approval Response**: Captures approver’s decision via webhook. Format Approval Response**: Processes approval data with Approval Date. Verify Approval Data**: Validates the approval response. Retrieve Issue Request Details**: Retrieves original request from Google Sheets. Process Approval Decision**: Branches based on approval action. Get Stock for Issue Update**: Retrieves stock before update (Approved). Deduct Issued Stock**: Reduces stock by Approved Quantity (Approved). Update Stock After Issue**: Updates stock in Google Sheets (Approved). Retrieve Stock After Issue**: Retrieves updated stock for low stock check. Detect Low Stock After Issue**: Flags low stock after issuance. Trigger Low Stock Alert After Issue**: Triggers email if stock is low. Send Low Stock Email After Issue**: Sends low stock alert via Gmail. Update Issue Request Status**: Updates request status (Approved/Rejected). Combine Stock Lookup Results**: Merges stock lookup branches. Create Record Issue**: Inserts issue request into Supabase. Search Stock by Product ID**: Retrieves Supabase stock records. Issues Table Update**: Updates Supabase Materials Issued table. Update Current Stock**: Updates Supabase stock after issuance. Combine Issue Lookup Branches**: Merges issue lookup branches. Search Issue by Submission ID**: Retrieves Supabase issue records. Customization Tips Expand Storage Options **: Add nodes to store data in other databases (e.g., Airtable) alongside Google Sheets and Supabase. Modify Approval Email **: Update the Send Approval Request node to customize the HTML email template (e.g., adjust styling or add branding). Alternative Notifications **: Add nodes to send low stock alerts via other platforms (e.g., Slack or Telegram). Adjust Low Stock Threshold **: Modify the Detect Low Stock Level node to change the Minimum Stock Level (default: 50).!

This workflow uses AI to analyze the content of every new message in Gmail and then assigns specific labels, according to the context of the email. Default configuration of the workflow includes 3 labels: „Partnership” - email about sponsored content or cooperation, „Inquiry” - email about products, services, „Notification” - email that doesn't require response. You can add or edit labels and descriptions according to your use case. 🎬 See this workflow in action in my YouTube video about automating Gmail. How it works? Gmail trigger performs polling every minute for new messages (you can change the trigger interval according to your needs). The email content is then downloaded and forwarded to an AI chain. 💡 The prompt in the AI chain node includes instructions for applying labels according to the email content - change label names and instructions to fit your use case. Next, the workflow retrieves all labels from the Gmail account and compares them with the label names returned from the AI chain. Label IDs are aggregated and applied to processed email messages. ⚠️ Label names in the Gmail account and workflow (prompt, JSON schema) must be the same. Set up steps Set credentials for Gmail and OpenAI. Add labels to your Gmail account (e.g. „Partnership”, „Inquiry” and „Notification”). Change prompt in AI chain node (update list of label names and instructions). Change list of available labels in JSON schema in parser node. Optionally: change polling interval in Gmail trigger (by default interval is 1 minute). If you like this workflow, please subscribe to my YouTube channel and/or my newsletter.

This n8n workflow is designed to work on the local network and assists with reconciling downloaded bank statements with internal tenant records to quickly highlight any issues with payments such as missed or late payments or those of incorrect amounts. This assistant can then generate a report to quick flag attention to ensure remedial action is taken. How it works The workflow monitors a local network drive to watch for new bank statements that are added. This bank statement is then imported into the n8n workflow, its contents extracted and sent to the AI Agent. The AI Agent analyses the line items to identify the dates and any incoming payments from tenants. The AI agent then uses an locally-hosted Excel ("XLSX") spreadsheet to get both tenant records and property records. From this data, it can determine for each active tenant when payment is due, the amount and the tenancy duration. Comparing to the bank statement, the AI Agent can now report on where tenants have missed their payments, made late payments or are paying the incorrect amounts. The final report is generated and logged in the same XLSX for a human to check and action. Requirements A self-hosted version of n8n is required. OpenAI account for the AI model Customising this workflow If you organisation has a Slack or Teams account, consider sending reports to a channel for increased productivity. Email may be a good choice too. Want to go fully local? A version of this workflow is available which uses Ollama instead. You can download this template here: https://drive.google.com/file/d/1YRKjfakpInm23F_g8AHupKPBN-fphWgK/view?usp=sharing

Overview This template integrates an IOT multi-button switch (meant for controlling a dimmable light) with Spotify playback functions, via MQTT messages. This isn't likely to work without some tinkering, but should be a good head start on receiving/routing IOT/MQTT messages and hooking up to a Spotify-like API. Requirements An IOT device capable of generating events that can be delivered as MQTT messages through an MQTT Broker e.g. Ikea Strybar remote An MQTT Broker to which n8n can connect and consume messages e.g. Zigbee2MQTT in HomeAssistant A Spotify developer-account (which provides access to API functions via OAuth2 authorization) A Spotify user-account (which provides access to Spotify streamed content, user settings, etc.) Setup Create an MQTT Credential item in n8n and assign it to the MQTT Trigger node Modify the MQTT trigger node to match the topic for your IOT device messages Modify the switch/router nodes to map to the message text from your IOT button (e.g. arrow_left_click, brightness_up_click, etc.) Create a Spotify developer-account (or use the login for a user-account) Create an "App" in the developer-account to represent the n8n workflow Chicken/Egg ALERT: The n8n Spotify Credentials dialog box will display the "OAuth Redirect URL" required to create the App in Spotify, but the n8n Credential item itself cannot be created until AFTER the App has been created. Create a Spotify Credentials item in n8n Open the Settings on the Spotify App to find the required Client ID and Client Secret information. ALERT: Save this before proceeding to the Connect step. Connect the n8n Spotify Credential item to the Spotify user-account ALERT: Expect n8n to open a separate OAuth2 window on authorization.spotify.com here, which may require a login to the Spotify user-account Open each of the HTTP and Spotify nodes, one by one, and re-assign to your Spotify Credential (try not to miss any). (Then, probably, upvote this feature request: https://community.n8n.io/t/select-credentials-via-expression/5150 Modify the variable values in the Globals node to match your own environment. target_spotify_playback_device_name - The name of a playback device available to the Spotify user-account favorite_playlist_name - The name of a playlist to start when one of the button actions is indicated in the MQTT message. Used in example "Custom Function 2" sequence. Notes You're on your own for getting the multi-button remote switch talking to MQTT, figuring out what the exact MQTT topic name is, and mapping the message parts to the workflow (actions, etc.). The next / previous actions are wired up to not transfer control to the target device. This alternative routing just illustrates a different behavior than the remaining actions/functions, which include activation of the target device when required. Some of the Spotify API interactions use the Spotify node in n8n, but many of the available Spotify API functions are limited or not implemented at all in the Spotify node. So, in other cases, a regular HTTP node is used with the Spotify OAuth2 API credential instead. By modifying one of the examples included in the template, it should be possible to call nearly anything the Spotify API has to offer. Spotify+n8n OAuth Mini-Tutorial Definitions The developer-account is the Spotify login for creating a spotify-app which will be associated with a client id and client secret. The user-account is the Spotify login that has permission to stream songs, set up playback devices, etc. ++A spotify-login allows access to a Spotify user-account, or a Spotify developer-account, OR BOTH++ The spotify-app, which has a client id and client secret, is an object created in the developer-account. The app-implementation (in this case, an ++n8n workflow++) uses the spotify-app's credentials (client id / client secret) to call Spotify API endpoints on behalf of a user-account. Using One Spotify Login as Both User and Developer When an n8n Spotify-node or HTTP-node (i.e. an app-implementation) calls a Spotify API endpoint, the Credentials item may be using the client id and client secret from a spotify-app, which was created in a developer-account that is ++one and the same spotify-login as the user-account++. However, it helps to remind yourself that from the Spotify API server's perspective, the developer-account + spotify-app, and the user-account, are ++two independent entities++. n8n Spotify-OAuth2-API Credential Authorization Process The 2 layers/steps, in the process of authorizing an n8n Spotify-OAuth2-API credential to make API calls, are: n8n must identify itself to Spotify as the app-implementation associated with the developer-account/spotify-app by sending the app's credentials (client id and client secret) to Spotify. The Client ID and Client Secret are supplied in the n8n Spotify OAuth2 Credentials UI/dialog-box Separately, n8n must obtain an authorization token from Spotify to represent the permissions granted by the user to execute actions (call API endpoints) on behalf of the user (i.e. access things that belong to the user-account). This authorization for the user-account access is obtained when the "Connect" or "Reconnect" button is clicked in the n8n Spotify Credentials UI/dialog-box (which pops up a separate authorization UI/browser-window managed by Spotify). The Authorization for a given spotify-app stays "registered" in the user-account until revoked. See: https://support.spotify.com/us/article/spotify-on-other-apps/ Direct Link: https://www.spotify.com/account/apps/ More than one user-account can be authorized for a given spotify-app. A particular n8n Spotify-OAuth2-API credential item appears to cache an authorization token for the user-account that was most recently authorized. Up to 25 users can be allowed access to a spotify-app in Developer-Mode, but any user-account other than the one associated with the developer-account must be added by email address at https://developer.spotify.com/dashboard/{{app-credential-id}}/users ALERT: IF the browser running the n8n UI is ALSO logged into a Spotify account, and the spotify-app is already authorized for that Spotify account, the "reconnect" button in the Spotify-OAuth2-API credential dialog may automatically grab a token for that logged in user-account, offering no opportunity to select a different user-account. This can be managed somewhat by using "incognito" browser windows for n8n, Spotify, or both. References n8n Spotify Credentials Docs Spotify Authorization Docs

How it works Fetch transaction notification emails (including attachments) Clean up data Let AI (Basic LLM Chain node) generate bookkeeping item Send to Google sheet Details The example fetch email from Gmail lables, suggested using filters to automatically orgianize email into the labels Data will send to "raw data" sheet Example google sheet: https://docs.google.com/spreadsheets/d/1_IhdHj8bxtsfH2MRqKuU2LzJuzm4DaeKSw46eFcyYts/edit?gid=1617968863#gid=1617968863

What problem does this workflow solve? Capture leads from your website, enrich them via Apollo, store them in HubSpot, send a personalized thank-you email, and notify your team—all automatically. What does this workflow do? Capture leads from website forms automatically. Send a personalized thank-you email to each new lead. Enrich lead data using Apollo for deeper insights. Create or update a contact/lead in HubSpot CRM. Notify the internal team via email about the new lead. Setup Gmail Setup Create Gmail Credentials by creating a project in Google Cloud Console. Hubspot Setup Create Hubspot Credentials with App Token. How it Works: This workflow automates your lead capture, enrichment, and follow-up process to ensure no opportunity is missed. Here's how it works: 1. Website Form Submission A visitor submits a lead form on your website. Lead details like name, email, company, and message are captured instantly. 2. Personalized Thank-You Email A customized thank-you email is automatically sent to the lead, building trust and confirming receipt of their inquiry. 3. Apollo Lead Enrichment The captured data is enriched using Apollo to fetch additional information like job title, LinkedIn profile, and other details. This helps you better understand and qualify your leads. 4. Create Lead in HubSpot The enriched lead information is pushed into HubSpot as a new contact or lead. Duplicate checks ensure that there are no repeat entries. 5. Internal Notification An email notification with enriched lead details is sent to your team. Your team can follow up immediately with a complete profile. Who can use it? This workflow can be used by any website owner with a "Get In Touch" or "Contact Us" button.

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Automate your entire video content creation pipeline with this AI-powered, no-code workflow built in n8n. Watch Step-by-step video guide here: https://www.youtube.com/watch?v=x7nHpcggpX8&t=5s This template connects a suite of smart tools to help you generate scroll-stopping short video ideas based on daily trending topics and auto-deliver them via email—ready for production in Veo 3. 🔧 How it works: Scheduled Trigger (Daily) Kicks off the process each day at your chosen time. Tavily Agent (Web Search) Searches the latest trends, viral moments, or market news based on your e-commerce brand (e.g. “Sally’s Closet”). OpenAI GPT-4 Agent (Creative Brainstorming) Generates high-conversion marketing video ideas based on your brand’s tone and what’s trending. Prompt Formatter for Veo 3 Converts the idea into a cinematic-style prompt, optimized for Veo’s video generation engine (via FAL API). Send via Gmail The final Veo 3 prompt is emailed to you or your creative team for immediate use or manual refinement. Watch full step-by-step Tutorial Build Video: https://youtu.be/x7nHpcggpX8 🧠 Use Cases: E-commerce brands that need fresh daily content Marketing teams looking to automate creative ideation Solopreneurs building a lean video production engine Anyone experimenting with Veo 3 prompt-based storytelling 🛠️ Tools used: n8n Scheduled Trigger Tavily Node (for real-time web search) Langchain Agent (GPT-4 via OpenAI) FAL API (Veo 3 prompt delivery) Gmail Node (send final output) ⚡️ Ready-to-use. Fully editable. Zero coding required. 💡 Pro Tip: You can hook this up with the Veo 3 generation API (FAL) to complete the automation end-to-end!

🔍 How it works This workflow turns WhatsApp into a smart email command center using AI. Users can speak or type instructions like: "Send a follow-up to Claire” "Write a draft email to Claire to confirm tomorrow’s meeting at 5 PM” "What is the name of Claire's firm?” The agent transcribes voice notes, extracts intent with GPT, interacts with Gmail (send, draft, search), and replies with a confirmation via WhatsApp — either as text or a voice message. ⚙️ Key Modules Used WhatsApp Business Webhook (Meta) OpenAI Whisper (voice transcription) GPT (intent + content generation) Gmail (search, draft, send) Airtable (contact lookup + memory logging) 🧠 Memory Layer (Optional) The agent logs key fields in Airtable: Recipient email Company / job title And more... This creates a lightweight "gut memory” so the agent feels context-aware. 🗺️ Setup Steps Connect WhatsApp Business API (via Meta Developer Console) Add OpenAI and Gmail credentials in n8n Link your Airtable base for contacts and logging 🧩 Best Use Cases Hands-free email reply while commuting Fast Gmail access for busy consultants / solopreneurs Custom business agents for service-based professionals ⏱️ Estimated Setup Time 30–60 minutes ✅ Requirements WhatsApp Business Cloud access OpenAI API Key Gmail or Google Workspace Airtable account (free plan OK) n8n instance (cloud or self-hosted with HTTPS)

What it does This workflow automatically processes incoming emails with intelligent AI classification, creating draft responses and sending Slack notifications based on email content. How it works Monitors emails with the 'AI-Agent' label AI classification into categories: Inquiry, Support, Newsletter, Action Item Adds appropriate labels to emails automatically Creates draft replies for Support and Inquiry emails Sends Slack notifications for Action Items and Newsletter summaries Setup Requirements Gmail OAuth2 credentials configured OpenAI API credentials (or other AI provider) Slack OAuth2 credentials (if notifications desired) Gmail labels created (see setup instructions below) How to customize Modify classification categories in the AI Agent Adjust label mappings in the Parse Classification node Customize draft response templates Configure different Slack channels for different email types

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Automatically transform resume submissions into comprehensive candidate profiles with AI-powered parsing, GitHub analysis, and instant team notifications. What this workflow does Monitors Gmail for incoming resume attachments Extracts structured data using VLM Run AI document parsing Analyzes GitHub profiles with deep repository intelligence (30+ frameworks detected) Creates comprehensive candidate profiles with technical skills assessment Delivers multi-channel notifications via Google Sheets, Slack, and candidate emails Setup Prerequisites: Gmail account, VLM Run API credentials, Google Sheets access, Slack workspace, self-hosted n8n. You need to install VLM Run community node Quick Setup: Configure Gmail OAuth2 for resume monitoring Add VLM Run API credentials for document parsing Create Google Sheets candidate database Set up Slack integration for team notifications Update spreadsheet/channel IDs in workflow nodes Test with sample resume and activate Perfect for HR departments and technical recruiting teams Startup hiring and talent acquisition agencies Developer assessment and skill evaluation Remote team hiring and candidate screening Any organization seeking data-driven hiring decisions Key Benefits Eliminates manual data entry** - AI extracts all contact info, skills, and experience GitHub intelligence engine** - Analyzes repositories, calculates experience, detects technologies Comprehensive skill assessment** - Identifies programming languages, frameworks, and project metrics Professional candidate experience** - Automated acknowledgment emails with personalized touches Instant team collaboration** - Rich Slack notifications with GitHub profile highlights Structured data storage** - Searchable candidate database with 20+ data columns Saves hours per candidate** - Transforms 30-minute manual reviews into instant insights How to customize Extend by adding: Integration with ATS systems (Greenhouse, Lever, BambooHR) LinkedIn profile analysis and social media insights Automated interview scheduling based on qualifications Skills-based candidate scoring and ranking algorithms Integration with code assessment platforms Multi-language resume support and translation Custom evaluation criteria and filtering rules Advanced GitHub metrics (code quality, contribution patterns) This workflow revolutionizes technical hiring by combining AI-powered resume parsing with deep GitHub analysis, delivering comprehensive candidate intelligence that empowers data-driven hiring decisions while maintaining a professional candidate experience.

Transform every new client signup into an immediate, professional welcome experience. This intelligent workflow monitors Google Forms submissions, generates personalized welcome emails with onboarding checklists using AI, and delivers professional first impressions instantly to every new client - ensuring no new client is ever missed while maintaining consistent, high-quality onboarding. 🚀 What It Does Smart Form Monitoring: Automatically detects new client submissions from Google Forms and triggers personalized onboarding sequences within minutes. AI-Powered Personalization: Uses Google Gemini to create custom welcome emails featuring the client's name, company details, specific services, and tailored onboarding steps. Professional Checklist Creation: Generates comprehensive 6-step onboarding checklists covering account setup through first milestone review. Instant Email Delivery: Sends personalized welcome emails immediately to new clients, creating instant engagement and professional first impressions. Error-Proof Reliability: Built-in error handling ensures no client falls through the cracks, with automatic failure detection and recovery. 🎯 Key Benefits ✅ Never Miss a New Client: Automatic processing ensures 100% response rate to signups ✅ Instant Professional Response: Welcome emails sent within 2 minutes of form submission ✅ Consistent Experience: Every client receives the same high-quality welcome process ✅ Save 5+ Hours Weekly: Eliminate manual follow-up and welcome email creation ✅ Boost Client Satisfaction: Professional first impressions set positive expectations ✅ Scale Without Stress: Handle unlimited new clients without additional effort 🏢 Perfect For Service-Based Businesses Consultants and coaches welcoming new clients Agencies onboarding new accounts and projects Professional services establishing client relationships Freelancers creating impressive first impressions Business Applications Client Acquisition**: Convert form submissions into engaged clients Relationship Building**: Start strong professional relationships from day one Process Automation**: Streamline repetitive onboarding tasks Team Efficiency**: Free up staff for high-value client work ⚙️ What's Included Complete Workflow Setup: Ready-to-deploy n8n workflow with all integrations configured Google Forms Integration: Automatically triggers from new form submissions AI Email Generation: Google Gemini creates personalized, professional welcome content Smart Data Processing: Extracts and formats client information intelligently Gmail Integration: Professional email delivery with your branding Error Handling: Robust failure detection and recovery systems Setup Documentation: Step-by-step configuration and customization guide 🔧 Technical Requirements n8n Platform**: Cloud or self-hosted instance Google Workspace**: For Forms, Sheets, and Gmail integration Google Gemini API**: For AI-powered email personalization (free tier available) Basic Setup Skills**: Follow included setup guide (30 minutes) 📊 Sample Client Experience What Your New Client Receives: Subject: Welcome to Our Service, Sarah Johnson Hi Sarah, Welcome to our service! We're excited to work with Digital Marketing Solutions on your upcoming project. Here's your personalized onboarding checklist: ✅ ONBOARDING STEPS: Account Setup - We'll create your client portal access within 24 hours Welcome Call Scheduled - Let's discuss your goals and timeline Document Collection - We'll gather project requirements and materials Service Configuration - Our team will customize our approach for SEO optimization Onboarding Session - We'll walk you through our process First Milestone Review - Schedule progress check and feedback session Your project details: • Services Needed: SEO optimization and content strategy • Special Notes: Focus on local search rankings for healthcare practice What's next? Our team will contact you within 24 hours to schedule your welcome call and begin account setup. Best regards, Your Digital Marketing Solutions Team 🎨 Customization Options Service-Specific Checklists: Tailor onboarding steps for different service offerings Brand Personalization: Include your company voice, tone, and specific processes Multi-Service Support: Different welcome sequences for various service types Follow-Up Automation: Extend to multi-email onboarding sequences Team Integration: Connect to Slack, project management, or CRM systems Calendar Booking: Include automatic scheduling links for welcome calls 🔄 How It Works New client submits intake form with their details and service needs Workflow automatically detects the new submission within 1 minute Client data is extracted and formatted for personalization AI generates custom welcome email with relevant onboarding steps Professional email is sent instantly to the client's provided address Error handling ensures reliability with automatic failure notifications 💡 Use Case Examples Marketing Agency: Instantly welcome new clients with campaign-specific onboarding steps and account manager introductions Business Consultant: Send personalized welcome emails with assessment schedules and document collection lists Web Design Studio: Provide immediate project timelines, discovery session booking, and asset collection instructions Coaching Practice: Welcome new clients with program overviews, session scheduling, and preparation materials 📈 Expected Results 100% response rate** to new client signups (no one gets missed) 90% faster** initial client communication vs manual processes 50% improvement** in client satisfaction with onboarding experience 75% reduction** in administrative time spent on welcome processes Professional first impression** for every single new client 🛠️ Setup & Support Quick Implementation: Complete setup in 30 minutes with step-by-step guide Pre-Built Templates: Professional email templates ready to customize Video Walkthrough: Complete setup tutorial available Ongoing Support: Direct access to creator for help and customization 📞 Get Help & Learn More 🎥 Free Video Tutorials YouTube Channel: https://www.youtube.com/@YaronBeen/videos 💼 Professional Support LinkedIn: https://www.linkedin.com/in/yaronbeen/ Connect for implementation consulting and optimization Share your client onboarding success stories Access exclusive templates for different service types 📧 Direct Support Email: Yaron@nofluff.online Technical setup assistance and troubleshooting Custom workflow modifications for your business Integration help with existing systems Response within 24 hours

How it works: The organizer continuously monitors your Gmail inbox. It analyzes sender and subject to categorize emails (Work, Purchases, Newsletter) and automatically applies labels. Based on the category, it performs specific actions, such as marking important emails or archiving newsletters. Set up steps: The initial setup requires Gmail access permission and defining the categorization rules and desired actions for each email type. This process can be configured in approximately 5 to 10 minutes, depending on the complexity of the rules you wish to establish.