Workflow Templates

Who is this template for? This workflow template is designed for accounting, human resources, and IT project management teams looking to automate the generation of PDF and Word documents. It can be particularly useful for: The accounting department: for generating invoices in PDF format, thus streamlining the invoicing process and payment tracking. The human resources department: for creating employment contracts in PDF, simplifying the administrative management of employees. IT project management teams: for producing Word documents, such as project specifications, to clearly define project requirements and objectives. Example result in mail This PDF and Word document generation workflow offers a practical and efficient solution for automating administrative and document-related tasks, allowing teams to focus on higher-value activities. How it works This workflow currently operates with an n8n form, but you can easily replace this form with a webhook triggered by an external application such as AirTable, SharePoint, DocuWare, etc. Once the configuration information is retrieved, we fill the API request body of JSReport. The body is defined at the time of template creation in JSReport (Example of JSReport usage). Then, in a straightforward manner, we fetch the PDF and send it via email. Here's a brief overview of this n8n workflow template: Link to n8n workflow template presentation To summarize This workflow integrates with an n8n form, but it's flexible to work with various triggering methods like webhooks from other applications such as AirTable, SharePoint, or DocuWare. After configuring the necessary information, it populates the API request body of JSReport, which defines the template in JSReport. Once the template is populated, it retrieves the PDF and sends it via email. In essence, it streamlines the process of generating PDF documents based on user input and distributing them via email. Instructions: Create a JSReport Account: Sign up for a JSReport account to create your PDF template model. Define PDF Template in JSReport: Use JSON data from your system to set up the content of your PDF template in JSReport. Configure HTTP Request in n8n: Use the HTTP Request node in n8n to send a request to JSReport. Set the node's body to the JSON data defining your PDF template. Watch the Video: For detailed setup guidance, watch the setup video. Remember, this template was created in n8n v1.38.2.

Who is this template for? This workflow template is designed for teams involved in training management and feedback analysis. It is particularly useful for: HR Departments**: Automating the collection and response to training feedback. Training Managers**: Streamlining the process of handling feedback and ensuring timely follow-up. Corporate Trainers**: Receiving direct feedback and taking actions to improve training sessions. This workflow offers a comprehensive solution for automating feedback management, ensuring timely responses, and improving the quality of training programs. How it works This workflow operates with an Airtable trigger but can be easily adapted to work with other triggers like webhooks from external applications. Once feedback data is captured, the workflow evaluates the feedback and directs it to the appropriate channel for action. Tasks are created in Usertask based on the feedback rating, and notifications are sent to relevant parties. Here’s a brief overview of this n8n workflow template: Airtable Trigger**: Captures new or updated feedback entries from Airtable. Switch Node**: Evaluates the feedback rating and directs the workflow based on the rating. Webhook**: Retrieves the result of a Usertask task. Task Creation**: Creates tasks in Usertask for poor feedback. Creates follow-up tasks for fair to good feedback. Documents positive feedback and posts recognition on LinkedIn for very good to excellent ratings. Notifications**: Sends email notifications to responsible parties for urgent actions. Sends congratulatory emails and posts on LinkedIn for positive feedback. To summarize Flexible Integration**: This workflow can be triggered by various methods like Airtable updates or webhooks from other applications. Automated Task Management**: It creates tasks in Usertask based on feedback ratings to ensure timely follow-up. Multichannel Notifications**: Sends notifications via email and LinkedIn to keep stakeholders informed and recognize successes. Comprehensive Feedback Handling**: Automates the evaluation and response to training feedback, improving efficiency and response time. Instructions: Set Up Airtable: Create a table in Airtable to capture training feedback. Configure n8n: Set up the Airtable trigger in n8n to capture new or updated feedback entries. Set Up Usertask: Configure the Usertask nodes in n8n to create and manage tasks based on feedback ratings. Configure Email and LinkedIn Nodes: Set up the email and LinkedIn nodes to send notifications and post updates. Test the Workflow: Run tests to ensure the workflow captures feedback, creates tasks, and sends notifications correctly. Video : https://youtu.be/U14MhTcpqeY Remember, this template was created in n8n v1.38.2.

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.

Automated n8n workflow: Receives videos via form, dubs/translates them to the selected languages, and—upon completion—uploads them to multiple social media channels and cloud drives, including Box, Dropbox, and YouTube, Telegram, Postiz (Facebook, Instagram, Tiktok, Reddit etc.) Workflows Via n8n form select files to dub for desired languages. Listen webhook and whenever dubbing finishes upload to desired platforms Used Stacks DubLab App (ApiKey, Webhook Setup Required) Optional (Upload) Telegram (Token Required) Box (Oauth2 Required) Dropbox (Oauth2 Required) Youtube (Oauth2 Required) Postiz (ApiKey Required)

What Problem Does This Solve? 🛠️ This workflow automates the process of extracting information from a Google Doc, storing it in a Pinecone vector database, and using it to personalize and send emails based on user input via chat. It eliminates the manual steps of gathering recipient data, writing messages, and dispatching emails providing a fully automated, intelligent communication system. Perfect for teams that need to: Maintain dynamic contact lists Personalize bulk or contextual email outreach Use chat interfaces to trigger intelligent email actions Target Audience: Sales teams, marketing departments, HR staff, startup founders, or anyone looking to automate AI-powered communication workflows. What Does It Do? 🌟 Extracts content from a Google Docs document (e.g., a list of contacts or structured notes) Splits, embeds, and stores that content in Pinecone for semantic search Listens for incoming chat messages using n8n's chatTrigger Uses LangChain agents with OpenAI to: Search Pinecone for contextually relevant information (e.g., email addresses) Compose personalized emails based on instructions Sends emails using the Gmail API, triggered dynamically from the AI output Key Features 📋 Google Docs integration for live document data Embedding & vector search with Pinecone for AI lookups Custom LangChain agents with tool calling logic (search + send) Full support for OpenAI models (GPT-4o) Personalized email generation with dynamic name and message filling Modular design: plug-and-play with other tools like CRMs, Notion, etc. Setup Instructions Prerequisites n8n Instance:** Self-hosted or cloud instance Google Docs Account:** For reading input content Pinecone Account:** For storing document data semantically OpenAI Account:** For generating embeddings and messages Gmail Account:** With Gmail OAuth2 credentials for sending emails Installation Steps 📦 1. Import the Workflow Import the provided JSON files into your n8n instance. 2.Configure Credentials Go to n8n > Credentials, and set up: Google Docs API** OpenAI API** Pinecone API** Gmail OAuth2** 3. Set Your Pinecone Index & Namespace Ensure you have a working Pinecone index (e.g., n8ndocs) and namespace (e.g., docsmail). 4. Test the Full Flow Run the Google Docs → Pinecone embedding workflow to prepare data. Send a message to the chatTrigger endpoint (e.g., "Send an offer to User"). Check the execution log to verify correct tool usage and Gmail delivery. How It Works 🔍 1. Data Preparation: Google Doc content is fetched and chunked. OpenAI embeddings are created. Data is stored in Pinecone under a specific namespace. 2. Chat Trigger: A webhook captures chat input. The LangChain agent interprets the user request. The agent uses two tools: Vectorstore_mails: Retrieves relevant emails via Pinecone vector search send_mail: Uses an internal n8n sub-workflow to send Gmail messages 3. Mail Generation & Delivery: Email is personalized using recipient info (name/email from Pinecone) Message follows a clean, friendly format with clear subject and closing Delivered via Gmail integration

Video Guide I prepared a detailed guide that showed the whole process of building an AI bot, from the simplest version to the most complex in a template. .png) Who is this for? This workflow is ideal for developers, chatbot enthusiasts, and businesses looking to build a dynamic Telegram bot with memory capabilities. The bot leverages OpenAI's assistant to interact with users and stores user data in Supabase for personalized conversations. What problem does this workflow solve? Many simple chatbots lack context awareness and user memory. This workflow solves that by integrating Supabase to keep track of user sessions (via What this workflow does This Telegram bot template connects with OpenAI to answer user queries while storing and retrieving user information from a Supabase database. The memory component ensures that the bot can reference past interactions, making it suitable for use cases such as customer support, virtual assistants, or any application where context retention is crucial. 1.Receive New Message: The bot listens for incoming messages from users in Telegram. Check User in Database: The workflow checks if the user is already in the Supabase database using the Create New User (if necessary): If the user does not exist, a new record is created in Supabase with the telegram_id and a unique Start or Continue Conversation with OpenAI: Based on the user’s context, the bot either creates a new thread or continues an existing one using the stored Merge Data: User-specific data and conversation context are merged. Send and Receive Messages: The message is sent to OpenAI, and the response is received and processed. Reply to User: The bot sends OpenAI’s response back to the user in Telegram. Setup Create a Telegram Bot using the Botfather and obtain the bot token. Set up Supabase: Create a new project and generate a Create a new table named create table public.telegram_users ( id uuid not null default gen_random_uuid (), date_created timestamp with time zone not null default (now() at time zone 'utc'::text), telegram_id bigint null, openai_thread_id text null, constraint telegram_users_pkey primary key (id) ) tablespace pg_default; OpenAI Setup: Create an OpenAI assistant and obtain the Customize your assistant’s personality or use cases according to your requirements. Environment Configuration in n8n: Configure the Telegram, Supabase, and OpenAI nodes with the appropriate credentials. Set up triggers for receiving messages and handling conversation logic. Set up OpenAI assistant ID in "++OPENAI - Run assistant++" node.

Avoid Asking Redundant Questions with Dynamically Generated Forms using OpenAI Target Audience This workflow has been built for those who require a form to capture as much data as possible as well as the answers to predefined questions, whilst optimising the user experience by avoiding asking redundant questions. Use Case When creating a form to capture information, it can be useful to give the user an opportunity to input a long answer to a large, open-ended question. We then want to drill down to answer specific questions that we require the answer to. When doing this, we don't want to ask duplicate questions. This particular scenario imagines an AI consultancy capturing leads. What it Does This workflow requires users to input basic information and then answer an open ended question. The specific questions on the next page will only be those that weren't answered in the open-ended question. How it Works The open-ended question (and relevant basic information) is analysed by an LLM to determine which specific questions have not been answered. Chain-of-thought reasoning is utilised and the output structure is specified with the Structured Output Parser. Those questions that have already been answered are filtered out nodes. The remaining items are then used to generate the last page of the form. Once the user has filled in the final page of the form, they are shown a form completion page. Setup Add your OpenAI credentials Go to the Get Basic Information node and click Test Step Complete the form to test the generic use case Modify the prompt in Analyse Response to fit your use case Next Steps Add additional nodes to send an email to the form owner Add a subsequent LLM call to analyse the form response - those that are qualified should be given the opportunity to book an appointment

This workflow is designed to automate task reminders by retrieving tasks from a Notion database and sending reminders to Slack users. It checks for incomplete tasks from a Notion database and sends a Slack message to the relevant users with the task details and due dates. The automation is scheduled to run every weekday at 9:00 AM, ensuring that users are always reminded of pending tasks. Who is this for? This workflow is ideal for teams or individuals who manage their tasks using Notion but rely on Slack for communication. It provides an automated solution for ensuring that tasks in Notion are followed up on, reducing the risk of missing deadlines. What problem is this workflow solving? Often, team members need to be reminded of tasks from various platforms. This workflow bridges the gap between task management in Notion and communication in Slack by automatically sending task reminders. It ensures that team members are informed of their pending tasks each morning, helping them stay organized and on top of their work. What this workflow does Triggers every weekday at 9:00 AM: The workflow runs at 9:00 AM, Monday through Friday. Fetches tasks from Notion: It retrieves tasks from a Notion database. Filters incomplete tasks: The workflow filters tasks that are not marked as "Done." Fetches Slack users: It retrieves all Slack users to ensure that the reminders are sent to the correct user. Matches tasks to the correct user: It checks the Notion task assignee and matches it with the appropriate Slack user. Sends Slack reminders: Sends a Slack direct message to each user with their incomplete tasks and due dates. Setup Connect Notion: You will need to connect your Notion account and specify the database containing tasks. Connect Slack: Authenticate with Slack using OAuth to allow the workflow to send messages on your behalf. Notion user email mapping: Ensure that the Notion users’ email addresses are correctly mapped to their corresponding Notion user profiles. Slack user full name mapping: Ensure that the Slack users’ full names are correctly mapped to their corresponding Slack user profiles. Adjust schedule: If needed, modify the schedule node to run at a different time or frequency. How to customize this workflow Change the database**: You can adjust the workflow to pull tasks from a different Notion database by modifying the "Get To Dos from Tasks Database" node. Add more users**: The workflow currently supports two users, but you can expand it to support more by adding additional logic in the "Switch for Notion Users Emails" node. Modify the message format**: The Slack message content can be customized further to include more task details or change the message format. Workflow Summary This workflow automates sending task reminders from a Notion database to Slack users. By running every weekday morning, it ensures that users receive timely reminders of their incomplete tasks, helping them stay organized and efficient.

This n8n workflow allows you to automatically monitor the status of multiple URLs in a simple and efficient way. You just need to enter the URLs you want to scan and run the workflow (either manually or scheduled). For each URL, an availability check is performed. The results are logged in a Google Sheet, clearly distinguishing between successful checks and failures (downtime). If any URL fails, the system filters these errors and automatically sends an email alert notifying you of the detected outages. The workflow includes help messages in both English and Spanish, integrates with Google Sheets and Gmail, and is suitable for both one-off tasks and scheduled monitoring. For Who? Webmasters SEO & Marketing Teams SysAdmins Anyone needing automated website uptime monitoring How it works? Enter the URLs to scan in the “URLs” field. Trigger the workflow manually or schedule it to run automatically. For each URL, the workflow: Checks if the URL is online or down. Logs the status (success or error) in a Google Sheet. At the end, filters the failed URLs (crashes) and sends an email alert l

Simple Social: Instagram Single Image Post with Facebook API Who is this workflow for? This workflow is designed for businesses, social media managers, content creators, and developers who need to automate the process of posting single images to Instagram using the Facebook API. It is ideal for anyone looking to streamline their social media posting process, saving time and ensuring consistent content delivery. Use Case / Problem Solved Manually posting images and captions on Instagram can be time-consuming, especially for businesses and content creators managing multiple accounts. This workflow automates the process from image preparation to publishing, reducing manual effort and increasing efficiency. What this workflow does Trigger Initialization: The workflow starts with a manual trigger that can be adapted to other triggers (e.g., HTTP webhook or schedule). Set Parameters: The workflow includes a node that sets essential parameters, such as the image URL, Instagram business account ID, and caption. Prepare Instagram Media: A node prepares the media for upload using the Facebook API, sending the image and caption for pre-publication processing. Check Media Upload Status: The workflow verifies if the media preparation is complete. Conditional Check: If the media preparation is successful, the workflow proceeds to publish; otherwise, it triggers an error-handling path. Publish Media: The media is published on Instagram if the conditions are met. Post-Publish Check: The workflow checks the status after publication. Conditional Check for Publication: If the publication status is "PUBLISHED," it triggers a success path; otherwise, it triggers a failure handling. Email Notifications: The workflow sends email notifications to indicate successful or unsuccessful outcomes. Setup Here is a quick video in italian language with sub eng(https://youtu.be/obWJFJvg_6g) Add API Credentials: Ensure that valid Facebook API credentials are added and configured for use. Permissions Required: Ensure your app has the necessary permissions (ads_management, business_management, instagram_basic, instagram_content_publish, pages_read_engagement). App review may be required for external user access. Node Configuration: Customize the Set Instagram Parameters node to specify the image URL, caption, and Instagram business account ID. Trigger Adaptation: Adapt the initial trigger if needed to fit your workflow's requirements (e.g., schedule, webhook). How to customize this workflow Change the Image URL and Caption**: Modify the Set Instagram Parameters node to change the image and caption. Trigger Customization**: Replace the manual trigger with other triggers like a webhook to automate posting based on external events. Notifications**: Adjust the email nodes to send customized messages or trigger other workflows based on the outcome. Limitations Image Format**: Only JPEG images are supported. Extended JPEG formats such as MPO and JPS are not compatible. Unsupported Tags**: Shopping tags, branded content tags, and filters are not supported. Instagram TV**: Publishing to Instagram TV is not supported. Rate Limit**: Instagram accounts are limited to 50 API-published posts within a rolling 24-hour period. Carousels count as a single post. Check usage with GET /{ig-user-id}/content_publishing_limit. Example Usage Imagine managing a business account that needs consistent posts. You can schedule this workflow or trigger it manually to automatically post images with captions at the right time, ensuring that your audience stays engaged without manual posting efforts.

Automate Google Analytics Reporting with n8n This n8n workflow collects, processes, and formats Google Analytics data into a comprehensive HTML report. The report is segmented into three primary categories: Engagement Stats, Search Results, and Country Views. The formatted report can be emailed or saved as a document, and the workflow includes error handling and logging for better debugging. Overview Purpose To automate the extraction, processing, and presentation of Google Analytics data in a visually appealing and structured format for easier insights and decision-making. Features Data Parsing**: Individual parsers process raw Google Analytics data for different time periods and categories. Data Aggregation**: Combines parsed data into a single structured JSON object. HTML Report Generation**: Formats the aggregated data into an HTML table with color-coded segments for better readability. Email or Document Output**: The formatted report can be emailed or saved as a Google Doc (will need additional setup). Error Handling**: Includes checks for missing data and detailed error messages for debugging. Workflow Steps Data Fetching: Six separate Google Analytics data pulls: Page Engagement Stats (This Week and Prior Week) Google Search Results (This Week and Prior Week) Country Views (This Week and Prior Week) Data Parsing: Each data pull is processed using a dedicated parser node to generate a URL-safe string. Example nodes: Parse - Get Page Engagement This Week Parse - Country Views Prior Week Data Aggregation: Aggregates parsed data into a structured JSON object using the Aggregate Data node. Ensures consistency and handles missing or malformed data. HTML Report Generation: Creates a formatted HTML report with color-coded tables for each segment: Engagement Stats: Green Search Results: Blue Country Views: Orange Includes headers and neatly formatted tables for each data set. Output: The report can be sent via email using the Gmail API or saved to Google Docs. Example nodes: Gmail node for email delivery. Google Docs node for saving the report as a document. Requirements Prerequisites Google Cloud Setup**: Enable Google Analytics API. Enable Gmail API (if using email output). Generate OAuth credentials for API access. n8n Installation**: Self-hosted n8n instance with required nodes (Gmail, Google Docs, etc.). Free Cloud-based n8n account. Environment Variables Ensure API credentials and tokens are set up in the n8n environment. Update the respective nodes with client ID, client secret, and access tokens. Configuration Google Analytics Configure the Get Report nodes with the appropriate property ID and metrics. Ensure correct date ranges are selected for each node. Formatting Node The Format Data node processes aggregated data and generates the HTML content. Customize the HTML styling and segment colors as needed. Email Node Configure the Gmail node with OAuth credentials. Set the recipient email address and subject line dynamically. Error Handling Common Issues Authentication Errors: Ensure OAuth credentials are correct. Verify that the APIs are enabled in the Google Cloud Console. Empty Data: Check the raw data from Google Analytics. Validate the property ID and query parameters in the Get Report nodes. Parsing Errors: Ensure the parser nodes are correctly configured and match the expected input format. Debugging Use debug logs in each node to identify data flow issues. Add error-handling nodes to capture and log issues during execution. Example Usage Run the Workflow Trigger the workflow to fetch, process, and format Google Analytics data. Verify Output Check the formatted HTML output in the debug logs. Ensure the email or Google Doc contains the correctly formatted report. Future Enhancements Add support for additional metrics or dimensions. Integrate with Slack for notifications. Enable scheduling for automated reports. Add a visual dashboard for real-time analytics.

This workflow uses OpenAI Assistant to compose draft replies for labeled email messages. It automatically connects the drafts to Gmail threads. 💡 You can add knowledge base to your OpenAI Assistant and make your reply drafts very customized (e.g. compose response with product information in response to inquiry from customer). 🎬 See this workflow in action in my YouTube video about automating Gmail. How it works? The workflow is triggered at regular intervals (default: every 1 minute – you can change this value) to check for messages with a specific label (e.g., "AI"). The content of the retrieved email message is then forwarded to the OpenAI Assistant node, and a reply draft is generated. Next, the response from the Assistant is converted to HTML, and a raw message in RFC standard is composed. 💡 You can learn more about composing drafts with the Gmail API in the official Google documentation. The raw email message (reply draft) is encoded and attached to the original thread ID. Finally, the trigger label (in this case: "AI") is removed to prevent the workflow from looping. Set up steps Set credentials for Gmail and OpenAI. Add new label in Gmail account for messages that should be handled by the workflow (e.g. name it "AI"). Select this label in the first and last Gmail nodes in workflow. Create and configure your OpenAI Assistant. Select your assistant in "OpenAI Assistant" node. Optionally: change trigger interval (by default interval is 1 minute). If you like this workflow, please subscribe to my YouTube channel and/or my newsletter.