Workflow Templates

When you collect leads from a form, you need to format the incoming data such as the lead's name and also apply a basic validation of the email entered. Lucky for us, N8N offers all of these features with simple expressions that can easily be applied to data. This workflow aims to show how you can process your lead data before saving it in Mautic. How it Works This workflow receives data from a Wordpress form; applies name formatting and basic validation to the email; Creates the contact in Mautic; If e-mail is invalid, add the lead in Dot Not Contact list. Setup Steps Set up credentials when you first open the workflow. You'll need a Mautic account. You need to configure a form in Wordpress (Elementor, WPForms, etc.) and send it to the N8N Webhook address; Now map the fields you need to apply formatting and validation. After testing your workflow, swap the Test URL to Production URL in Discourse and activate your workflow

Use case When collecting leads via a form you're typically facing a few problems: Often end up with a bunch of leads who don't have a valid email address You want to know as much about the new lead as possible but also want to keep the form short After forms are submitted you have to walk over the submissions and see which you want to add to your CRM This workflow helps you to fix all those problems. What this workflow does The workflow checks every new form submission and verifies the email using Hunter.io. If the email is valid, it then tries to enrich the person using Clearbit and saves the new lead into your Hubspot CRM. Setup Add you Hunter, Clearbit and Hubspot credentials Click the Test Workflow button, enter your email and check your Hubspot Activate the workflow and use the form trigger production URL to collect your leads in a smart way How to adjust it to your needs Change the form to the form you need in your use case (e.g. Typeform, Google Forms, SurveyMonkey etc.) Add criteria before an account is added to your CRM. This could for example be the size of company, industry etc. You can find some inspiration in our other template Reach out via Email to new form submissions that meet a certain criteria Add more data sources to save the new lead in

What this workflow does This workflow helps HR teams screen CVs with AI, store compatibility ratings in Google Sheets, and send email notifications to candidates and HR. It simplifies the recruitment process. CV Submission Form: Candidates submit their details and CV (PDF) through a web form, triggering the workflow in n8n. PDF Extraction & AI Rating: The submitted CV is processed to extract text, and AI analyzes it to generate a compatibility rating. Results Storage & Notifications: Ratings are stored in a Google Sheet for easy access and organization. Confirmation emails are automatically sent to both HR and the candidate. Setup Use the provided template to configure your form and connect it to n8n. Ensure your Google Sheets and email service integrations are active. Customization Instructions: Modify the email template to match your organization’s branding. Adjust the AI compatibility rating thresholds based on your requirements. Ensure you have updated the prompt for cv screening.

Transform raw customer feedback into powerful testimonial quotes automatically. This intelligent workflow monitors feedback forms, uses AI to identify and extract the most emotionally engaging testimonial content, and organizes everything into a searchable database for your marketing campaigns - turning every piece of customer feedback into potential marketing assets. 🚀 What It Does Smart Feedback Monitoring: Automatically detects new customer feedback submissions from Google Forms and triggers testimonial extraction within minutes. AI-Powered Quote Extraction: Uses Google Gemini to analyze feedback and extract short, emotionally engaging testimonial quotes while filtering out neutral or irrelevant content. Marketing-Ready Output: Focuses on impactful phrases and statements that work perfectly for websites, social media, ads, and sales materials. Automated Database Building: Creates and maintains a searchable testimonial library in Google Sheets with customer details and extracted quotes. Instant Team Notifications: Sends immediate email alerts to your marketing team with new testimonials, ensuring no valuable social proof goes unused. 🎯 Key Benefits ✅ Never Miss Marketing Gold: Automatically extract value from every feedback submission ✅ Save 8+ Hours Weekly: Eliminate manual review of feedback for testimonials ✅ Build Social Proof Library: Create searchable database of customer quotes ✅ Boost Conversion Rates: Use authentic testimonials across marketing campaigns ✅ Identify Happy Customers: Spot satisfied clients for case studies and referrals ✅ Scale Content Creation: Generate testimonials faster than customers submit feedback 🏢 Perfect For Businesses Needing Social Proof E-commerce stores showcasing product satisfaction SaaS companies highlighting user success stories Service businesses building trust and credibility Coaches and consultants demonstrating client results Marketing Applications Website Content**: Populate testimonial sections automatically Social Media**: Create quote posts and success story content Sales Materials**: Include powerful customer quotes in proposals Email Marketing**: Add authentic testimonials to campaigns ⚙️ What's Included Complete Workflow Setup: Ready-to-deploy n8n workflow with all integrations configured Google Forms Integration: Automatically processes new feedback submissions AI Quote Extraction: Google Gemini identifies most impactful testimonial content Database Management: Organized Google Sheets storage with customer information Team Notifications: Instant email alerts to marketing team members Setup Documentation: Complete 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 testimonial extraction (free tier available) Customer Feedback**: Existing or new feedback collection process 📊 Before & After Examples Before (Raw Customer Feedback): "I was really struggling with managing my team's projects and keeping track of all the deadlines. Everything was scattered across different tools and I was spending way too much time just trying to figure out what everyone was working on. Since we started using your project management software about 6 months ago, it's been a complete game changer. Now I can see everything at a glance, our team communication has improved dramatically, and we're actually finishing projects ahead of schedule. The reporting features are amazing too - I can finally show my boss concrete data about our team's productivity. I honestly don't know how we managed without it. The customer support team has been fantastic as well, always quick to help when we had questions during setup." After (AI Extracted Testimonial): "Complete game changer - now I can see everything at a glance, our team communication has improved dramatically, and we're actually finishing projects ahead of schedule." Healthcare Example: Raw Feedback: "I had been dealing with chronic back pain for over 3 years and had tried everything - physical therapy, medication, different doctors. Nothing seemed to help long-term. When I found Dr. Martinez, I was honestly pretty skeptical because I'd been disappointed so many times before. But after our first consultation, I felt hopeful for the first time in years. She really listened to me and explained everything clearly. The treatment plan she developed was comprehensive but manageable. Within just 2 months, I was experiencing significant pain reduction, and now after 6 months, I'm practically pain-free. I can play with my kids again, sleep through the night, and even started hiking on weekends. Dr. Martinez didn't just treat my symptoms - she helped me get my life back." Extracted Testimonial: "Within just 2 months, I was experiencing significant pain reduction, and now I'm practically pain-free. Dr. Martinez didn't just treat my symptoms - she helped me get my life back." 🎨 Customization Options Industry-Specific Extraction: Tailor AI prompts for healthcare, technology, finance, retail terminology Quote Length Control: Adjust extraction for short punchy quotes vs longer detailed testimonials Sentiment Targeting: Focus on specific emotions like excitement, relief, satisfaction, transformation Multi-Channel Forms: Connect multiple feedback sources to one testimonial database Approval Workflows: Add human review step before testimonials go live CRM Integration: Connect extracted testimonials to customer records 🔄 How It Works Customer submits feedback via your Google Form Workflow detects new submission within 1 minute automatically AI analyzes feedback content to identify most impactful statements Testimonial quote is extracted and formatted for marketing use Quote is saved to database with customer details and timestamp Marketing team receives email with new testimonial content 💡 Use Case Examples SaaS Company: Automatically extract user success quotes from feature feedback surveys for website testimonials E-commerce Store: Turn product review submissions into powerful testimonial quotes for product pages and ads Healthcare Practice: Extract patient satisfaction quotes from feedback forms for website and marketing materials Consulting Firm: Convert client project feedback into testimonials highlighting business transformation results 📈 Expected Results 300% increase** in testimonial collection vs manual methods 90% time savings** on testimonial creation and organization 50% improvement** in marketing content authenticity 25% boost** in conversion rates using extracted testimonials Unlimited scalability** as feedback volume grows 🛠️ Setup & Support Quick Deployment: Complete setup in 20 minutes with included guide Pre-Built Prompts: AI extraction prompts optimized for different industries Template Library: Ready-to-use feedback forms and testimonial layouts Video Tutorial: Complete walkthrough from setup to first extracted testimonial 📞 Get Help & Learn More 🎥 Free Video Tutorials YouTube Channel: https://www.youtube.com/@YaronBeen/videos Complete setup and configuration guide 💼 Professional Support LinkedIn: https://www.linkedin.com/in/yaronbeen/ Connect for testimonial marketing strategy consulting Share your social proof automation success stories Access exclusive templates for different business types 📧 Direct Support Email: Yaron@nofluff.online Technical setup assistance and customization help AI prompt optimization for your specific business Integration with existing marketing and CRM systems Response within 24 hours

This workflow is perfect for technical writers, content creators, marketers, and developers who write in Markdown but need to collaborate or publish using Google Docs format. Ideal for teams that want to streamline their content creation and review process. What problem does this workflow solve? Manual conversion from Markdown to Google Docs is time-consuming and often loses formatting. This workflow eliminates the tedious copy-paste process, automatically preserves formatting, and creates organized, timestamped documents in your Google Drive. Perfect for content teams who write in Markdown but need Google Docs for collaboration and review. What this workflow does Converts Markdown to HTML** with proper formatting preservation (headers, lists, links, tables) Creates timestamped Google Docs** documents with automatic naming Adds Drive location metadata** for better organization and reference Maintains document structure** including emojis, tables, and text formatting Automates file creation** in specified Google Drive folders Setup Google Drive OAuth2 credentials configured in n8n Target Google Drive folder URL Input your content title and Markdown text in the "Set Input Data" node How to customize this workflow to your needs Modify HTML formatting options** in the Markdown conversion node Change file naming patterns** to match your organization system Adjust Drive folder structure** and metadata inclusion Update MIME type handling** for different output requirements Add additional processing steps** like notifications or integrations Perfect for technical documentation workflows, content publishing pipelines, blog preparation, and automated report generation. Setup Instructions - Markdown to Google Docs Converter Prerequisites n8n instance** (local or cloud) Google account** with Google Drive access Basic understanding** of n8n workflow configuration Step 1: Import the Workflow Open n8n and navigate to Workflows Click "Add workflow" → "Import from JSON" Upload the Export_Markdown_Content_do_Google_Docs_Document.json file Save the workflow with a descriptive name Step 2: Configure Google Drive Credentials Create Google Drive OAuth2 Credentials In n8n, go to Settings → Credentials Click "Add credential" → "Google Drive OAuth2 API" Follow the OAuth setup to authorize n8n access to Google Drive: Visit Google Cloud Console Create or select a project Enable Google Drive API Create OAuth2 credentials Add authorized redirect URI for your n8n instance Name the credential (e.g., "Google Drive - Markdown Converter") Configure Google Drive Nodes Update these nodes with your Google Drive credentials: Create Empty File Update Document with Correct HTML Formatting In each node: Select your Google Drive credential from the dropdown Test the connection to ensure it works properly Step 3: Prepare Your Google Drive Create Target Folder Go to Google Drive (drive.google.com) Create a new folder for your converted documents Copy the folder URL (will look like: https://drive.google.com/drive/folders/FOLDER_ID) Ensure the folder has proper permissions for your Google account Step 4: Configure Input Data Set Your Default Values Open the "Set Input Data" node Update the assignments with your preferences: Google Drive URL: Replace the example URL with your target folder URL Format: https://drive.google.com/drive/folders/YOUR_FOLDER_ID Content Title: Set a default title or leave placeholder text This will be used in the document filename Content in Markdown: Add your Markdown content or keep example for testing Supports standard Markdown syntax (headers, lists, links, tables) Step 5: Test the Workflow Initial Test Run Ensure all credentials are configured Click the "Test workflow" button on the Manual Trigger node Monitor the execution - check for any errors in node outputs Verify the result: Check your Google Drive folder Look for a new document with timestamp in the name Open the document to verify formatting Troubleshooting Common Issues Google Drive Permission Errors: Verify OAuth2 credentials are properly configured Check that the target folder exists and is accessible Ensure Google Drive API is enabled in Google Cloud Console Markdown Conversion Issues: Check that your Markdown syntax is valid Test with simple content first (headers, paragraphs, lists) Verify the "Change Markdown To HTML" node settings File Creation Problems: Confirm the Google Drive folder URL format is correct Check that the folder ID in the URL is valid Ensure your Google account has write permissions to the folder Step 6: Customize for Your Needs Modify HTML Formatting Options In the "Change Markdown To HTML" node: Enable/disable emoji support** (currently enabled) Adjust table formatting** (currently enabled) Modify header ID generation** (currently disabled) Configure space requirements** for headers Update File Naming Pattern In the "Create Empty File" node: Change the naming convention**: Currently uses _PUB {Content Title} {timestamp} Modify timestamp format**: Currently yyyy-MM-dd HH:mm:ss Add prefixes or suffixes** as needed for your organization Step 7: Production Usage Regular Workflow Execution Update the "Set Input Data" node with new content Execute the workflow manually or set up triggers Monitor execution logs for any issues Check Google Drive for generated documents Integration Options Webhook Integration: Add a Webhook trigger to accept external Markdown content Useful for automated content publishing workflows Email Integration: Add email notifications when documents are created Include links to generated Google Docs Advanced Configuration Error Handling Add error handling nodes after critical operations Implement retry logic for API failures Set up notifications for failed executions Performance Optimization Adjust the "Wait for Document Creation" timing if needed Consider file size limits for Google Docs Support and Troubleshooting Common Solutions Timeout errors**: Increase wait time in "Wait for Document Creation" Authentication failures**: Refresh Google OAuth2 credentials Formatting issues**: Test with simpler Markdown first Getting Help Check n8n community forums for Google Drive integration issues Review Google Drive API documentation for rate limits Test with minimal Markdown content to isolate problems Total setup time: ~15-20 minutes Difficulty level: Intermediate Requirements: Google account, n8n instance, basic OAuth2 setup knowledge

Overview Slack quietly released an update to their API that allows developers to build "AI Apps & Agents", which is a special classification of apps that have access to several special capabilities including: Multiple simultaneous chat threads with one user Loading "three dots" UI while your agent is thinking Option for users to pin your app to their top bar for quick chat access This workflow demonstrates how to build a Slack agent that takes advantage of all of these features. For a full video walkthrough of this workflow, watch this YouTube tutorial. Setup Instructions All of the below steps are required for this workflow to function properly unless otherwise noted. Create a Slack App Visit api.slack.com and click "Your Apps" Create a new app from scratch and follow the setup instructions In the Agents & AI Apps tab, enable the toggle and give your app a brief description In the OAuth & Permissions tab, enable the following bot token scopes: assistant:write chat:write channels:read im:history Install the app into your workspace and grant the requested permissions In your Slack workspace, right click your app's name in the sidebar, click "View app details", and make note of your apps Channel ID - you'll need this later. Copy your app's Bot User OAuth Token - you'll need that to create your n8n credentials In the Event Subscriptions tab, enable events and paste the workflows PRODUCTION webhook url (from this workflow's trigger node) into the input. In the same tab under "Susbcribe to bot events", select message.im Create a Postgres database In order to save the chat history and give your agent a working memory, you'll need your own Postgres database. You can use Supabase, Neon, or any other Postgres database provider. Once you've added your database's credentials to n8n, you can select those credentials in the Postgres Chat Memory node. This worklow saves all chat history in a table called chat_histories, but you name the table whatever you want. Create n8n Credentials You'll need to create the following credentials: Slack API. Use your Bot User OAuth Token referenced above. Bearer Auth. Use the same Bot User OAuth Token. Postgres. Use the connection string or config from your database provider. OpenRouter (or any other LLM model for the agent's model node) Wire Everything Up Now that you've created your Slack app, have your Postgres database, and have created credentials, follow these steps to wire up your workflow: In the "On Message Received" trigger, use your Slack API credential and enter your apps Channel ID in the "Channel To Watch" field. In the "Set Thinking Status" node, use your Bearer Auth credential. In the "Postgres Chat Memory" node, use your Postgres credential. In the "Send Reply" node, use your Slack API credential. Using the Chatbot Once you've completed the setup process and added in your credentials, you'll have a fully functional Slack chatbot complete with threads, loading UI, and the ability to pin your app to your workspace's top bar. Taking the Next Steps Now that this skeleton app is in place, it's up to you to add horsepower to the AI agent at the center of it all. Customize the prompts and add whatever tools you'd like. The sky is the limit! If you have any questions or feedback about this workflow, or would like me to build custom workflows for your business, email me at n8n@paperjam.agency.

Who is this for? Marketers, lead generation agencies, freelancers, consultants, and sales teams who need to collect business leads from Google Maps. Small business owners looking to build targeted local business lists. Anyone interested in automating web scraping without coding skills. What problem is this workflow solving? Manually scraping business data from Google Maps is time-consuming and repetitive. This automation simplifies the process by: Collecting business details based on search terms and location. Filtering out irrelevant results. Delivering qualified leads directly to your inbox. What this workflow does This workflow automates Google Maps lead scraping using APIFY and sends the gathered leads via email. The steps include: Collecting user input through a simple form (business type, location, recipient email). Sending an HTTP request to APIFY to run a Google Maps scraper (actor). Filtering results to include only businesses with email addresses. Converting results to CSV format. Sending an automated email with the leads as a CSV attachment via Gmail. Setup Create an APIFY Account: Sign up at APIFY.COM (https://apify.com/). You get $5 in free credits (~1,000 leads). Get Your API Key: Copy your API key from APIFY Prepare n8n: Create a new workflow. Add an HTTP Request node to interact with APIFY. Configure authentication with your API key. Customize the Form: Build a simple form inside n8n to collect user inputs: Business Type, City, Country, Recipient Email. Filter Results: Use IF and Filter nodes to remove entries without email addresses. Convert to CSV: Use a "Spreadsheet File" node to generate a CSV from the filtered leads. Send Email: Use the Gmail node (or any email node) to send the CSV file to the provided recipient. How to customize this workflow to your needs Change search parameters to target different business niches or locations. Add filters to only include businesses with websites. Customize the email subject and body. Integrate with CRM or marketing platforms for direct lead injection. Expand filtering logic for more refined targeting. Notes This template uses APIFY (paid service after free credits). You will need an APIFY API key and a Gmail account (or SMTP credentials) to run this automation. For self-hosted n8n users: ensure you have internet access and proper credentials set up for external HTTP requests. Want A Video Tutorial on How To Setup This Automation : https://www.youtube.com/watch?v=Kz_Gfx7OH6o

This workflow checks a configured list of Github repositories daily to see if a new release has been published. How it works: Workflow has a daily trigger RepoConfig node is a JSON array that defines a list of repositories to check releases for For each of the configured repos it fetches the latest release If the release was published within the last 24 hours it is output The release is sent as a Slack message showing the repo name, release name and link Setup Update the JSON in the RepoConfig node to the Github repos you wish to get notifications for Setup your Slack connection (or replace with your choice of notification)

AI Social Media Content Generator & Scheduler Transform your social media strategy with AI-powered content generation that creates platform-specific posts in seconds! 🚀 What It Does This workflow uses AI to generate optimized content for multiple social media platforms from a single topic input. Perfect for marketers, content creators, and businesses looking to maintain consistent social media presence. ✨ Key Features Multi-Platform Support**: LinkedIn, Twitter/X, Instagram, Facebook, TikTok AI-Powered Generation**: Uses GPT-4 for creative, engaging content Platform Optimization**: Respects character limits and best practices Hashtag Generation**: Platform-specific hashtag strategies Posting Time Suggestions**: Optimal times for each platform Tone Customization**: Professional, casual, friendly, or custom Multi-Language Support**: Generate content in any language Engagement Predictions**: Estimate reach and engagement Daily Automation**: Schedule automatic content generation Bulk Processing**: Generate content for multiple topics at once 📊 Use Cases Marketing Teams: Streamline content creation across channels Small Businesses: Maintain consistent social presence Content Agencies: Scale content production efficiently Personal Brands: Build thought leadership E-commerce: Product launches and promotions 🛠️ Setup Instructions Add OpenAI Credentials Get API key from OpenAI Add to n8n credentials Configure Webhook (Optional) Set custom path if needed Enable for external integrations Customize Settings Adjust tone and style Set platform preferences Configure posting schedule Test Generation Use example prompts Verify output quality 💡 Example Inputs "New product launch - eco-friendly water bottle" "Company milestone - 10 years in business" "Industry insights - Future of AI in healthcare" "Team spotlight - Meet our new developer" "Seasonal campaign - Summer sale 50% off" 📈 Benefits 10x Faster**: Create content in seconds vs hours Consistency**: Maintain brand voice across platforms Engagement**: Platform-optimized for maximum reach Scalability**: Generate unlimited content Cost-Effective**: Reduce content creation costs by 80% 🔧 Customization Options Custom brand voice training Industry-specific content rules Competitor analysis integration A/B testing capabilities Analytics webhook integration Auto-posting to platforms Image generation add-on Translation services 🎯 Pro Tips Train the AI with your best-performing posts Use platform analytics to refine strategies Test different tones for audience engagement Schedule content during peak hours Monitor and iterate based on performance Start creating engaging social media content today! Categories: Marketing & Growth Content Creation Social Media AI & Automation Productivity Difficulty: Beginner Required Services: OpenAI API (or compatible LLM) n8n instance Optional: Social media APIs for auto-posting

This n8n workflow template checks for new major releases (tagged with .0) of the n8n project using its official GitHub releases feed. It runs multiple times a day and sends notifications via email and Telegram if a new release is found. > ⚠️ Note: You must *activate the workflow* to start receiving release notifications. 🚀 What It Does Monitors the n8n GitHub releases feed Detects major versions (e.g., 1.0.0, 2.0.0) Sends alert messages via Telegram and email (SES) when a release is published ⏰ Scheduling Details The Cron node checks for new releases three times per day: 10:00, 14:00, and 18:00 server time. 🛠️ Step-by-Step Setup Configure Telegram Bot Connect your Telegram bot and specify the chat ID where you want to receive notifications. Set up AWS SES Credentials Use a verified sender email and set up AWS SES credentials in your n8n instance. Activate the Workflow Enable the workflow in your instance to start receiving notifications. Customize Notification Messages (Optional) You can modify the email subject, Telegram format, or filter logic. 🧠 How It Works: Workflow Overview Cron Trigger Runs the workflow at 10:00, 14:00, and 18:00 daily. Read RSS Feed Pulls data from https://github.com/n8n-io/n8n/releases.atom. Filter by Current Day Filters the feed to match: Releases published in the last 4 hours Titles starting with n8n@ and ending with .0 Condition Check Uses a regex to check if the filter result contains any release data. Notifications If a new major release is found, sends: Telegram message to a specified chat Email via AWS SES with release info 📨 Final Output You'll receive a Telegram message and email when a new major n8n version is released. 🔐 Credentials Used Telegram API** – For sending chat notifications AWS SES** – To send email alerts ✨ Customization Tips Change Notification Channels**: Add Slack, Discord, or other preferred channels. Adjust Cron Schedule**: Modify the Cron node to fit your check frequency. Modify Filters**: Detect patch or beta versions by changing the .0 condition. Send Release Notes**: Extend the feed parsing to include release content. ❓Questions? Template created by Miquel Colomer and n8nhackers.com. Need help customizing or deploying? Contact us for consulting and support.

This workflow automatically adds a note of the PR from GitHub to the Pipedrive contact if their GitHub email matches a Person in Pipedrive. Prerequisites Pipedrive account and Pipedrive credentials GitHub account and GitHub credentials How it works GitHub Trigger node activates the workflow when a GitHub user adds a PR. HTTP Request node gets the user's data and sends it further. Pipedrive node searches the same email that GitHub user has in Pipedrive. IF node checks whether a person with the same email exists in Pipedrive. In case there's such a person in Pipedrive, the Pipedrive node creates a note within the person's profile.

Streamline your accounting by automatically creating QuickBooks Online customers and sales receipts whenever a successful Stripe payment is processed. Ideal for businesses looking to reduce manual data entry and improve accounting efficiency. How it works Trigger: The workflow is triggered when a new successful payment intent event is received from Stripe. Retrieve Customer Data: Fetches customer details from Stripe associated with the payment. Check QuickBooks Customer: Searches QuickBooks Online to see if the customer already exists using their email address. Create or Use Existing Customer: If the customer doesn't exist in QuickBooks, they are created; otherwise, the existing customer is used. Generate Sales Receipt: A sales receipt is created in QuickBooks Online with payment details, including item descriptions, amounts, and currency. Set up steps Connect Accounts: Authenticate both your QuickBooks Online and Stripe accounts in n8n. Webhook Setup: Configure the Stripe webhook to send payment_intent.succeeded events to this workflow. Test the Workflow: Trigger a test payment in Stripe to validate the integration. Customize Details: Adjust item descriptions or other fields in the QuickBooks sales receipt JSON body as needed. This workflow requires basic familiarity with n8n, but setup can be completed in under 15 minutes for most users.