Workflow Templates

📝 Smart Vendor Contract Renewal & Reminder Workflow With GPT 4.1 mini Never miss a vendor renewal again! This smart workflow automatically tracks expiring contracts, reminds your finance team via Slack, and helps initiate renewal with vendors through email — all with built-in approval and logging. Perfect for managing both auto-renew and manual contracts. 📌 Who’s it for This workflow is designed for Finance and Procurement teams responsible for managing vendor/service contracts. It ensures timely notifications for expiring contracts and automates the initiation of renewal conversations with vendors. ⚙️ How it works / What it does ⏰ Daily Trigger Runs every day at 6:00 AM using a scheduler. 📄 Retrieve Contract List Reads vendor contract data from a Google Sheet (or any data source). Filters for contracts nearing their end date, using a Notice Period (days) field. 🔀 Branch Based on Renewal Type Auto-Renew Contracts: Compose a Slack message summarizing the auto-renewal. Notify the finance contact via Slack. Manual Renewal Contracts: Use an OpenAI-powered agent to generate a meaningful Slack message. Send message and wait for approval from the finance contact (e.g., within 8 hours). Upon approval, generate a formal HTML email to the vendor. Send the email to initiate the contract extension process. 📊 (Optional) Logging Can be extended to log all actions (Slack messages, emails, approvals) to Google Sheets or other databases. 🛠️ How to set up Prepare your Google Sheet Include the following fields: Vendor Name, Vendor Email, Service Type, Contract Start Date, Contract End Date, Notice Period (days), Renewal Type, Finance Contact, Contact Email, Slack ID, Contract Value, Notes. Sample: https://docs.google.com/spreadsheets/d/1zdDgKyL0sY54By57Yz4dNokQC_oIbVxcCKeWJ6PADBM/edit?usp=sharing Configure Integrations 🟢 Google Sheets API: To read contract data. 🔵 Slack API: To notify and wait for approval. 🧠 OpenAI API (GPT-4): To generate personalized reminders. ✉️ Email (SMTP/Gmail): To send emails to vendors. Set the Daily Scheduler Use a Cron node to trigger the workflow at 6:00 AM daily. ✅ Requirements | Component | Required | |----------------------------------|----------| | Google Sheets API | ✅ | | Slack API | ✅ | | OpenAI API (GPT-4) | ✅ | | Email (SMTP/Gmail) | ✅ | | n8n (Self-hosted or Cloud) | ✅ | | Contract Sheet with proper schema| ✅ | 🧩 How to customize the workflow Adjust Reminder Period**: Modify the logic in the Find Expiring Vendors node (based on Contract End Date and Notice Period). Change Message Tone or Format**: Customize the OpenAI agent's prompt or switch from plain text to branded HTML email. Add Logging or Tracking: Add a node to append logs to a **Google Sheet, Notion, or database. Replace Data Source: Swap out Google Sheets for **Airtable, PostgreSQL, or other CRM/database systems. Adjust Wait/Approval Duration**: Modify the sendAndWait Slack node timeout (e.g., from 8 hours to 2 hours). 📦 Optional Extensions 🧾 Add PDF contract preview via Drive link 🧠 Use GPT to summarize renewal terms 🛠 Auto-create Jira task for contract review

Proactively retain customers predicted to churn with this automated n8n workflow. Running daily, it identifies high-risk customers from your Google Sheet, uses Google Gemini to generate personalized win-back offers based on their churn score and preferences, sends these offers via Gmail, and logs all actions for tracking. What does this workflow do? This workflow automates the critical process of customer retention by: Running automatically every day** on a schedule you define. Fetching customer data** from a designated Google Sheet containing metrics like predicted churn scores and preferred categories. Filtering* to identify customers with a high churn risk (score > 0.7) who haven't recently received a specific campaign (based on the created_campaign_date field - *you might need to adjust this logic). Using Google Gemini AI to dynamically generate one of three types of win-back offers, personalized based on the customer's specific churn score and preferred product categories: Informational: (Score 0.7-0.8) Highlights new items in preferred categories. Bonus Points: (Score 0.8-0.9) Offers points for purchases in a target category (e.g., Books). Discount Percentage: (Score 0.9-1.0) Offers a percentage discount in a target category (e.g., Books). Sending the personalized offer* directly to the customer via *Gmail**. Logging** each sent offer or the absence of eligible customers for the day in a separate 'SYSTEM_LOG' Google Sheet for monitoring and analysis. Who is this for? CRM Managers & Retention Specialists:** Automate personalized outreach to at-risk customers. Marketing Teams:** Implement data-driven retention campaigns with minimal manual effort. E-commerce Businesses & Subscription Services:** Proactively reduce churn and increase customer lifetime value. Anyone** using customer data (especially churn prediction scores) who wants to automate personalized retention efforts via email. Benefits Automated Retention:** Set it up once, and it runs daily to engage at-risk customers automatically. AI-Powered Personalization:** Go beyond generic offers; tailor messages based on churn risk and customer preferences using Gemini. Proactive Churn Reduction:* Intervene *before customers leave by addressing high churn scores with relevant offers. Scalability:** Handle personalized outreach for many customers without manual intervention. Improved Customer Loyalty:** Show customers you value them with relevant, timely offers. Action Logging:** Keep track of which customers received offers and when the workflow ran. How it Works Daily Trigger: The workflow starts automatically based on the schedule set (e.g., daily at 9 AM). Fetch Data: Reads all customer data from your 'Customer Data' Google Sheet. Filter Customers: Selects customers where predicted_churn_score > 0.7 AND created_campaign_date is empty (verify this condition fits your needs). Check for Eligibility: Determines if any customers passed the filter. IF Eligible Customers Found: Loop: Processes each eligible customer one by one. Generate Offer (Gemini): Sends the customer's predicted_churn_score and preferred_categories to Gemini. Gemini analyzes these and the defined rules to create the appropriate offer type, value, title, and detailed message, returning it as structured JSON. Log Sent Offer: Records action_taken = SENT_WINBACK_OFFER, the timestamp, and customer_id in the 'SYSTEM_LOG' sheet. Send Email: Uses the Gmail node to send an email to the customer's user_mail with the generated offer_title as the subject and offer_details as the body. IF No Eligible Customers Found: Set Status: Creates a record indicating system_log = NOT_FOUND. Log Status: Records this 'NOT_FOUND' status and the current timestamp in the 'SYSTEM_LOG' sheet. n8n Nodes Used Schedule Trigger Google Sheets (x3 - Read Customers, Log Sent Offer, Log Not Found) Filter If SplitInBatches (Used for Looping) Langchain Chain - LLM (Gemini Offer Generation) Langchain Chat Model - Google Gemini Langchain Output Parser - Structured Set (Prepare 'Not Found' Log) Gmail (Send Offer Email) Prerequisites Active n8n instance (Cloud or Self-Hosted). Google Account** with access to Google Sheets and Gmail. Google Sheets API Credentials (OAuth2):** Configured in n8n. Two Google Sheets:** 'Customer Data' Sheet: Must contain columns like customer_id, predicted_churn_score (numeric), preferred_categories (string, e.g., ["Books", "Electronics"]), user_mail (string), and potentially created_campaign_date (date/string). 'SYSTEM_LOG' Sheet: Should have columns like system_log (string), date (string/timestamp), and customer_id (string, optional for 'NOT_FOUND' logs). Google Cloud Project** with the Vertex AI API enabled. Google Gemini API Credentials:** Configured in n8n (usually via Google Vertex AI credentials). Gmail API Credentials (OAuth2):** Configured in n8n with permission to send emails. Setup Import the workflow JSON into your n8n instance. Configure Schedule Trigger: Set the desired daily run time (e.g., Hours set to 9). Configure Google Sheets Nodes: Select your Google Sheets OAuth2 credentials for all three Google Sheets nodes. 1. Fetch Customer Data...: Enter your 'Customer Data' Spreadsheet ID and Sheet Name. 5b. Log Sent Offer...: Enter your 'SYSTEM_LOG' Spreadsheet ID and Sheet Name. Verify column mapping. 3b. Log 'Not Found'...: Enter your 'SYSTEM_LOG' Spreadsheet ID and Sheet Name. Verify column mapping. Configure Filter Node (2. Filter High Churn Risk...): Crucially, review the second condition: {{ $json.created_campaign_date.isEmpty() }}. Ensure this field and logic correctly identify customers who should receive the offer based on your campaign strategy. Modify or remove if necessary. Configure Google Gemini Nodes: Select your configured Google Vertex AI / Gemini credentials in the Google Gemini Chat Model node. Review the prompt in the 5a. Generate Win-Back Offer... node to ensure the offer logic matches your business rules (especially category names like "Books"). Configure Gmail Node (5c. Send Win-Back Offer...): Select your Gmail OAuth2 credentials. Activate the workflow. Ensure your 'Customer Data' and 'SYSTEM_LOG' Google Sheets are correctly set up and populated. The workflow will run automatically at the next scheduled time. This workflow provides a powerful, automated way to engage customers showing signs of churn, using personalized AI-driven offers to encourage them to stay. Adapt the filtering and offer logic to perfectly match your business needs!

How it works This workflow automates the process of creating, approving, and optionally posting LinkedIn content from a Google Sheet. Here's a high-level overview: Scheduled Trigger: Runs automatically based on your defined time interval (daily, weekly, etc.). Fetch Data from Google Sheets: Pulls the first row from your sheet where Status is marked as Pending. Generate LinkedIn Post Content: Uses OpenAI to create a professional LinkedIn post using the Post Description and Instructions from the sheet. Format & Prepare Data: Formats the generated content along with the original instruction and post description for email. Send for Approval: Sends an email to a predefined user (e.g., marketing team) with a custom form for approval, including a dropdown to accept/reject and an optional field for edits. (Optional) Image Fetch: Downloads an image from a URL (if provided in the sheet) for future use in post visuals. Set up steps You’ll need the following before you start: A Google Sheet with the following columns: Post Description, Instructions, Image (URL), Status Access to an OpenAI API key A connected Gmail account for sending approval emails Your own Google Sheets and Gmail credentials added in n8n Steps: Google Sheet Preparation: Create a new Google Sheet with the mentioned columns (Post Description, Instructions, Image, Status, Output, Post Link). Add a row with test data and set Status to Pending. Credentials: In n8n, create OAuth2 credentials for: a. Google Sheets b. Gmail c. OpenAI (API Key) Assign these credentials to the respective nodes in the JSON. OpenAI Model: Choose a model like gpt-4o-mini (used here) or any other available in your plan. Adjust the prompt in the "Generate Post Content" node if needed. Email Configuration: In the Gmail node, set the recipient email to your own or your team’s address. Customize the email message template if necessary. Schedule the Workflow: Set the trigger interval (e.g., every morning at 9 AM). Testing: Run the workflow manually first to confirm everything works. Check Gmail for the approval form, respond, and verify the results.

This workflow automates the process of generating and scheduling social media posts using content from a WordPress blog. It leverages advanced AI (OpenAI & Anthropic Claude), Google Sheets, and the Postiz platform to create and publish platform-specific posts across LinkedIn, Facebook, Instagram, and Twitter (X). This system streamlines cross-platform social media publishing, ensuring consistent branding and AI-optimized content. Key Features Content Source: WordPress Automatically fetches the content of a WordPress post by its Post ID. Content Transformation via AI Uses Anthropic Claude and OpenAI to generate unique, optimized captions for each platform: LinkedIn: professional and insight-driven Instagram: creative with emojis and storytelling Facebook: community-oriented and friendly Twitter (X): concise, hashtag-optimized Visual Generation (Optional) Uses OpenAI's DALL·E (via OpenRouter) to generate custom images based on the AI-generated Instagram and Facebook/LinkedIn captions. Post Management with Google Sheets Uses a Google Sheet as the control panel: Simply input the WordPress Post ID Marks each post as “done” by updating corresponding columns (TWITTER, FACEBOOK, INSTAGRAM, LINKEDIN) Publishing via Postiz Uses the Postiz API to schedule or immediately publish posts to your connected social accounts. Handles image uploads and scheduling time for each platform. Benefits 💡 Intelligent automation: Saves time by removing manual copywriting and platform formatting. 🎯 Platform optimization: Ensures posts are tailored to each platform’s audience and algorithm. 🛠️ No-code friendly: Simple setup via Google Sheets + Postiz + WordPress. 🔁 Repeatable & Scalable: Ideal for agencies or content creators managing multiple posts per week. 🧪 +20 Social Media Platforms: Easy to start with social integrations. How It Works Input & Data Fetching: The workflow starts with a manual trigger (e.g., "Test workflow") or scheduled execution. It retrieves a WordPress post ID from a Google Sheets document, then fetches the full post content (title and body) via the WordPress API. AI-Powered Content Generation: The "Social Media Manager" node (powered by Claude Opus 4.1) analyzes the post and generates platform-optimized captions for: Twitter/X: Concise, hashtag-rich text (≤150 chars). Facebook/LinkedIn: Professional yet engaging copy with CTAs. Instagram: Visual-focused captions with emojis and hashtags. AI-generated images are created for Instagram (square) and Facebook/LinkedIn (landscape) using OpenAI’s image model. Publishing Automation: Captions and images are uploaded to Postiz, a social media scheduler. Postiz publishes the content to connected platforms (Twitter, Facebook, LinkedIn, Instagram) at the specified time. Google Sheets is updated with status markers (e.g., "x" in columns like TWITTER, FACEBOOK) to track published posts. Set Up Steps Prerequisites: Postiz Account: Sign up for Postiz (free trial available). API Keys: Configure Postiz API credentials in the "Postiz" and "Upload Image" nodes. Social Channels: Link your social accounts in Postiz’s dashboard and note their integrationId values (replace "XXX" in Postiz nodes). Google Sheets Setup: Clone the template Sheet and add WordPress post IDs to the "POST ID" column. Configure Nodes: WordPress: Add credentials for your WordPress site in the "Get Post" node. AI Models: Ensure API keys for Claude (Anthropic) and OpenAI (for images) are valid. Postiz Nodes: Replace placeholder integrationId values with your actual Postiz channel IDs. Test & Deploy: Trigger the workflow manually to verify captions, images, and Postiz scheduling. Activate the workflow for automation (e.g., run daily to publish new WordPress posts). Note: This workflow requires self-hosted n8n due to community nodes (Postiz, LangChain). Need help customizing? Contact me for consulting and support or add me on Linkedin.

Email Inbox Manager System Categories Email Automation AI-Powered Operations Internal Productivity Tools This workflow builds a fully automated AI-powered email categorization and response assistant. It intelligently processes, categorizes, labels, and drafts replies to incoming Gmail messages in real time using AI with zero manual involvement. Perfect for support, sales, finance, and internal operations. Benefits Automated Email Triage** – Every unread email is instantly read, analyzed, and classified AI-Powered Categorization** – Uses GPT-4 to understand content and apply correct labels Smart Response Generation** – Automatically drafts accurate replies based on category Slack Notifications** – Instantly notifies your team about internal or sales-related messages Seamless Gmail Integration** – Labels, drafts, and marks emails directly in your inbox Custom Classification Rules** – Tailored to internal, support, sales, finance, and promotional needs How It Works Gmail Trigger: Monitors Gmail inbox in real-time for new unread messages Triggers the workflow every minute with no need for manual refresh Smart Classification: Feeds email body to AI-powered Text Classifier Categories include: Internal, Customer Support, Promotions, Admin/Finance, and Sales Opportunity Classification based on sender domain, keywords, and context AI-Based Labeling: Applies appropriate Gmail label based on classification result Helps keep inbox clean, organized, and easily searchable AI Reply Generation: Specialized GPT-4 agents generate replies tailored to each category: Internal:** Polished team replies Customer Support:** Clear and professional customer responses Promotions:** Summarizes and evaluates promotional value Admin/Finance:** Extracts invoice/payment information Sales Opportunity:** Drafts personalized replies and sales notifications Auto-Drafting + Slack Alerts: Replies are saved as Gmail drafts, ready for review or direct send Sends Slack notifications for Internal or Sales Opportunities Includes subject lines and quick message previews Smart Decision-Making: Promotional emails are evaluated with AI for usefulness Only valuable offers are flagged or responded to Automatically marks emails as read after processing Business Use Cases Customer Support Teams** – Automatically categorize and prep replies to client messages Sales Reps** – Instantly receive drafted responses to new inquiries Operations Managers** – Keep internal comms clear and responsive Finance Departments** – Auto-extract and review payment/invoice messages Founders** – Never miss an important email while your AI sorts and replies for you Difficulty Level: Intermediate Estimated Build Time: 2–4 hours Monthly Operating Cost: $20–80 (depending on OpenAI usage and Slack volume) Required Setup Gmail Integration Set up Gmail OAuth2 connection Create labels: Internal, Customer Support, Promotions, Admin/Finance, Sales Opportunity OpenAI Integration Connect GPT-4 or GPT-4o account Configure role-based prompts for each email category Output structured response data (subject, body, notification) Slack Integration Set up Slack OAuth2 connection Configure target Slack channel Notify team when important categories are triggered System Architecture The workflow follows a powerful 6-stage automation: Trigger – Poll Gmail for new unread emails Classify – AI categorizes the email into the right bucket Label – Applies Gmail label for search and visibility Generate Reply – GPT-4 crafts draft email reply Draft Email – Saves response in Gmail Notify – Optional Slack message alerts for priority emails Why This System Works Inbox Clarity – Keeps your inbox categorized and organized Human Quality Replies – AI-generated messages sound professional and personalized Time-Saving Automation – Handles support, sales, internal ops, and finance without touching your inbox Multi-Agent Architecture – Each email type is handled by a specialized GPT-4 prompt Real Time Reactions – From email receipt to Slack notification in under a minute

This workflow generates a weekly performance summary from Google Search Console, focused on brand-level SEO metrics and week-over-week trends. It provides a structured view of how each brand segment is performing, with clean formatting for quick insights. Key Features Sends a weekly email with a table showing clicks, impressions, CTR, and position — along with % change vs. the previous week. Highlights both brand and non-brand clicks separately. Color-coded % changes make it easy to spot wins (green) and losses (red) at a glance. It’s designed to give SEO teams a consistent overview of performance by brand, helping to track directional shifts and support deeper analysis when needed. How it works Runs weekly (e.g. every Monday) to compare “Last Week” vs. “2 Weeks Ago” from GSC data. Includes both brand + non-brand click breakdown. Calculates raw values and week-over-week % change for clicks, impressions, CTR, and position. Outputs a clean, formatted table with labeled rows and color-coded changes. Sends the table as part of a scheduled email (can also be adapted for Slack or other channels). Setup steps Requires connected Google Search Console data (per brand segment). Email delivery is included by default (customizable to other platforms). Update brand segmentation logic to match your tracking needs (e.g. domain, label, or custom filters). Typical setup time: ~5-10 minutes with structured input data.

Smart Supplier Health Monitor with ScrapeGraphAI Risk Detection and Multi-Channel Alerts 🎯 Target Audience Procurement managers and directors Supply chain risk analysts CFOs and financial controllers Vendor management teams Enterprise risk managers Operations managers Contract administrators Business continuity planners 🚀 Problem Statement Manual supplier monitoring is reactive and time-consuming, often missing early warning signs of financial distress that could disrupt your supply chain. This template solves the challenge of proactive supplier health surveillance by automatically monitoring financial indicators, news sentiment, and market conditions to predict supplier risks before they impact your business operations. 🔧 How it Works This workflow automatically monitors your critical suppliers' financial health using AI-powered web scraping, analyzes multiple risk factors, identifies alternative suppliers when needed, and sends intelligent alerts through multiple channels to ensure your procurement team can act quickly on emerging risks. Key Components Weekly Health Check Scheduler - Automated trigger based on supplier criticality levels Supplier Database Loader - Dynamic supplier portfolio management with risk-based monitoring frequency ScrapeGraphAI Website Analyzer - AI-powered extraction of financial health indicators from company websites Financial News Scraper - Intelligent monitoring of financial news and sentiment analysis Advanced Risk Scorer - Industry-adjusted risk calculation with failure probability modeling Alternative Supplier Finder - Automated identification and ranking of backup suppliers Multi-Channel Alert System - Email, Slack, and API notifications with escalation rules 📊 Risk Analysis Specifications The template performs comprehensive financial health analysis with the following parameters: | Risk Factor | Weight | Score Impact | Description | |-------------|--------|--------------|-------------| | Financial Issues | 40% | +0-24 points | Revenue decline, debt levels, cash flow problems | | Operational Risks | 30% | +0-18 points | Management changes, restructuring, capacity issues | | Market Risks | 20% | +0-12 points | Industry disruption, regulatory changes, competition | | Reputational Risks | 10% | +0-6 points | Negative news, legal issues, public sentiment | Industry Risk Multipliers: Technology: 1.1x (Higher volatility) Manufacturing: 1.0x (Baseline) Energy: 1.2x (Regulatory risks) Financial: 1.3x (Market sensitivity) Logistics: 0.9x (Generally stable) Risk Levels & Actions: Critical Risk**: Score ≥ 75 (CEO/CFO escalation, immediate transition planning) High Risk**: Score ≥ 55 (Procurement director escalation, backup activation) Medium Risk**: Score ≥ 35 (Manager review, increased monitoring) Low Risk**: Score < 35 (Standard monitoring) 🏢 Supplier Management Features | Feature | Critical Suppliers | High Priority | Medium Priority | |---------|-------------------|---------------|-----------------| | Monitoring Frequency | Weekly | Bi-weekly | Monthly | | Risk Threshold | 35+ points | 40+ points | 50+ points | | Alert Recipients | C-Level + Directors | Directors + Managers | Managers only | | Alternative Suppliers | 3+ pre-qualified | 2+ identified | 1+ researched | | Transition Timeline | 24-48 hours | 1-2 weeks | 1-3 months | 🛠️ Setup Instructions Estimated setup time: 25-30 minutes Prerequisites n8n instance with community nodes enabled ScrapeGraphAI API account and credentials Gmail account for email alerts (or alternative email service) Slack workspace with webhook or bot token Supplier database or CRM system API access Basic understanding of procurement processes Step-by-Step Configuration 1. Configure ScrapeGraphAI Credentials Sign up for ScrapeGraphAI API account Navigate to Credentials in your n8n instance Add new ScrapeGraphAI API credentials with your API key Test the connection to ensure proper functionality 2. Set up Email Integration Add Gmail OAuth2 credentials in n8n Configure sender email and authentication Test email delivery with sample message Set up email templates for different risk levels 3. Configure Slack Integration Create Slack webhook URL or bot token Add Slack credentials to n8n Configure target channels for different alert types Customize Slack message formatting and buttons 4. Load Supplier Database Update the "Supplier Database Loader" node with your supplier data Configure supplier categories, contract values, and criticality levels Set monitoring frequencies based on supplier importance Add supplier website URLs and contact information 5. Customize Risk Parameters Adjust industry risk multipliers for your business context Modify risk scoring thresholds based on risk tolerance Configure economic factor adjustments Set failure probability calculation parameters 6. Configure Alternative Supplier Database Populate the alternative supplier database in the "Alternative Supplier Finder" node Add supplier ratings, capacities, and specialties Configure geographic coverage and certification requirements Set suitability scoring parameters 7. Set up Procurement System Integration Configure the procurement system webhook endpoint Add API authentication credentials Test webhook payload delivery Set up automated data synchronization 8. Test and Validate Run test scenarios with sample supplier data Verify ScrapeGraphAI extraction accuracy Check risk scoring calculations and thresholds Confirm all alert channels are working properly Test alternative supplier recommendations 🔄 Workflow Customization Options Modify Risk Analysis Add custom risk indicators specific to your industry Implement sector-specific economic adjustments Configure contract-specific risk factors Add ESG (Environmental, Social, Governance) scoring Extend Data Sources Integrate credit rating agency APIs (Dun & Bradstreet, Experian) Add financial database connections (Bloomberg, Reuters) Include social media sentiment analysis Connect to government regulatory databases Enhance Alternative Supplier Management Add automated supplier qualification workflows Implement dynamic pricing comparison Create supplier performance scorecards Add geographic risk assessment Advanced Analytics Implement predictive failure modeling Add supplier portfolio optimization Create supply chain risk heatmaps Generate automated compliance reports 📈 Use Cases Supply Chain Risk Management**: Proactive monitoring of supplier financial stability Procurement Optimization**: Data-driven supplier selection and management Business Continuity Planning**: Automated backup supplier identification Financial Risk Assessment**: Early warning system for supplier defaults Contract Management**: Risk-based contract renewal and negotiation Vendor Diversification**: Strategic supplier portfolio management 🚨 Important Notes Respect ScrapeGraphAI API rate limits and terms of service Implement appropriate delays between supplier assessments Keep all API credentials secure and rotate them regularly Monitor API usage to manage costs effectively Ensure compliance with data privacy regulations (GDPR, CCPA) Regularly update supplier databases and contact information Review and adjust risk parameters based on market conditions Maintain confidentiality of supplier financial information 🔧 Troubleshooting Common Issues: ScrapeGraphAI extraction errors: Check API key validity and rate limits Email delivery failures: Verify Gmail credentials and permissions Slack notification failures: Check webhook URL and channel permissions False positive alerts: Adjust risk scoring thresholds and industry multipliers Missing supplier data: Verify website URLs and accessibility Alternative supplier errors: Check supplier database completeness Monitoring Best Practices: Set up workflow execution monitoring and error alerts Regularly review and update supplier information Monitor API usage and costs across all integrations Validate risk scoring accuracy with historical data Test disaster recovery and backup procedures Support Resources: ScrapeGraphAI documentation and API reference n8n community forums for workflow assistance Procurement best practices and industry standards Financial risk assessment methodologies Supply chain management resources and tools

Description🔍 This n8n workflow is a complete marketing automation system that connects to your CDP (Customer Data Platform), selects which flows to send, and delivers personalized emails using Brevo. It's modular and extensible — you can also add SMS, push notifications, Telegram messages, or other channels. To build a full marketing automation system, you need four key components: Workflow Automation – using n8n (this workflow) CDP – store and manage user data (e.g., NocoDB, Metabase, Power BI, etc.) Database – track transactions, templates, and send statuses (e.g., NocoDB) BI / Analytics – monitor performance by flows, journeys, and sent events This workflow represents the Workflow Automation layer. You can connect it to your own data stack or use the included example databases (cdp-ecrm, n8n-templates-ecrm, and n8n-transaction-ecrm) to get started quickly. 👤 Who’s it for? Growth & CRM teams managing user engagement flows Ecommerce marketers running time-sensitive email journeys Marketing automation pros using low-code CRM stacks Data teams building custom campaign triggers from CDPs ✅ Features 🔁 Two modular flows: "Insert user_id" and "Sending Email" 🧠 Select flow using flow_id from templates in NocoDB ✏️ Insert user data into n8n-transaction-ecrm with processing status 🔍 Filter duplicate users by user_id to avoid over-sending 📧 Validate email fields and flag disposables 📨 Send personalized emails using Brevo template parameters 📊 Track delivery with sent_result, sent_at, and status updates 🕒 Runs every 30 minutes via schedule trigger 🛠 How to Use Set your flow In the Setup Flow node, change the flow_id to match a row in your n8n-templates-ecrm table. Prepare your tables in NocoDB cdp-ecrm: contains users (user_id, email, first_name, phone_number) n8n-templates-ecrm: contains flows with metadata n8n-transaction-ecrm: stores and updates user send status Configure credentials NocoDB API Token Brevo (Sendinblue) API Key Trigger the flows Run “Insert user_id” manually or on a schedule to prepare users “Sending Email” runs automatically every 30 minutes 📌 Notes Disposable email domains are filtered using regex Status: 0-processing → just inserted 1-sending → ready to send 2-sent → email sent successfully 3-no-email → missing email address 4-disposal-email → disposable or banned email Easily duplicate the "Insert user_id" flow to add more campaigns

Attachments Gmail to Drive and Google Sheets Description Automatically process invoice emails by saving attachments to Google Drive and extracting key invoice data to Google Sheets using AI. This workflow monitors your Gmail for unread emails with attachments, saves PDFs to a specified Google Drive folder, and uses OpenAI's GPT-4o to extract invoice details (date, description, amount) into a structured spreadsheet. Use cases Invoice Management**: Automatically organize and track invoices received via email Financial Record Keeping**: Maintain a structured database of all invoice information Document Organization**: Keep digital copies of invoices organized in Google Drive Automated Data Entry**: Eliminate manual data entry for invoice processing Resources Gmail account Google Drive account Google Sheets account OpenAI API key Setup instructions Prerequisites Active Gmail, Google Drive, and Google Sheets accounts OpenAI API key (GPT-4o model access) n8n instance with credentials manager Steps Gmail and Google Drive Setup: Connect your Gmail account in n8n credentials Connect your Google Drive account with appropriate permissions Create a destination folder in Google Drive for invoice storage Google Sheets Setup: Connect your Google Sheets account Create a spreadsheet with columns: Invoice date, Invoice Description, Total price, and Fichero Copy your spreadsheet ID for configuration OpenAI Setup: Add your OpenAI API key to n8n credentials Configure Email Filter: Update the email filter node to match your specific sender requirements Benefits Time Saving**: Eliminates manual downloading, filing, and data entry Accuracy**: AI-powered data extraction reduces human error Organization**: Consistent file naming and storage structure Searchability**: Creates a searchable database of all invoice information Automation**: Runs every minute to process new emails as they arrive Related templates Email Parser to CRM Document Processing Workflow Financial Data Automation

🛒 Lead Workflow: Yelp & Trustpilot Scraping + OpenAI Analysis via BrightData > Description: Automated lead generation workflow that scrapes business data from Yelp and Trustpilot based on location and category, analyzes credibility, and sends personalized outreach emails using AI. > ⚠️ Important: This template requires a self-hosted n8n instance to run. 📋 Overview This workflow provides an automated lead generation solution that identifies high-quality prospects from Yelp and Trustpilot, analyzes their credibility through reviews, and sends personalized outreach emails. Perfect for digital marketing agencies, sales teams, and business development professionals. ✨ Key Features 🎯 Smart Location Analysis** AI breaks down cities into sub-locations for comprehensive coverage 🛍 Yelp Integration** Scrapes business details using BrightData's Yelp dataset ⭐ Trustpilot Verification** Validates business credibility through review analysis 📊 Data Storage** Automatically saves results to Google Sheets 🤖 AI-Powered Outreach** Generates personalized emails using Claude AI 📧 Automated Sending** Sends emails directly through Gmail integration 🔄 How It Works User Input: Submit location, country, and business category through a form AI Location Analysis: Gemini AI identifies sub-locations within the specified area Yelp Scraping: BrightData extracts business information from multiple locations Data Processing: Cleans and stores business details in Google Sheets Trustpilot Verification: Scrapes reviews and company details for credibility check Email Generation: Claude AI creates personalized outreach messages Automated Outreach: Sends emails to qualified prospects via Gmail 📊 Data Output | Field | Description | Example | |---------------|----------------------------------|----------------------------------| | Company Name | Business name from Yelp/Trustpilot | Best Local Restaurant | | Website | Company website URL | https://example-restaurant.com | | Phone Number | Business contact number | (555) 123-4567 | | Email | Business email address | demo@example.com | | Address | Physical business location | 123 Main St, City, State | | Rating | Overall business rating | 4.5/5 | | Categories | Business categories/tags | Restaurant, Italian, Fine Dining | 🚀 Setup Instructions ⏱️ Estimated Setup Time: 10–15 minutes Prerequisites n8n instance (self-hosted or cloud) Google account with Sheets access BrightData account with Yelp and Trustpilot datasets Google Gemini API access Anthropic API key for Claude Gmail account for sending emails Step 1: Import the Workflow Copy the JSON workflow code In n8n: Workflows → + Add workflow → Import from JSON Paste JSON and click Import Step 2: Configure Google Sheets Integration Create two Google Sheets: Yelp data: Name, Categories, Website, Address, Phone, URL, Rating Trustpilot data: Company Name, Email, Phone Number, Address, Rating, Company About Copy Sheet IDs from URLs In n8n: Credentials → + Add credential → Google Sheets OAuth2 API Complete OAuth setup and test connection Update all Google Sheets nodes with your Sheet IDs Step 3: Configure BrightData Set up BrightData credentials in n8n Replace API token with: BRIGHT_DATA_API_KEY Verify dataset access: Yelp dataset: gd_lgugwl0519h1p14rwk Trustpilot dataset: gd_lm5zmhwd2sni130p Test connections Step 4: Configure AI Models Google Gemini (Location Analysis)** Add Google Gemini API credentials Configure model: models/gemini-1.5-flash Claude AI (Email Generation)** Add Anthropic API credentials Configure model: claude-sonnet-4-20250514 Step 5: Configure Gmail Integration Set up Gmail OAuth2 credentials in n8n Update "Send Outreach Email" node Test email sending Step 6: Test & Activate Activate the workflow Test with sample data: Country: United States Location: Dallas Category: Restaurants Verify data appears in Google Sheets Check that emails are generated and sent 📖 Usage Guide Starting a Lead Generation Campaign Access the form trigger URL Enter your target criteria: Country: Target country Location: City or region Category: Business type (e.g., restaurants) Submit the form to start the process Monitoring Results Yelp Data Sheet:** View scraped business information Trustpilot Sheet:** Review credibility data Gmail Sent Items:** Track outreach emails sent 🔧 Customization Options Modifying Email Templates Edit the "AI Generate Email Content" node to customize: Email tone and style Services mentioned Call-to-action messages Branding elements Adjusting Data Filters Modify rating thresholds Set minimum review counts Add geographic restrictions Filter by business size Scaling the Workflow Increase batch sizes Add delays between requests Use parallel processing Add error handling 🚨 Troubleshooting Common Issues & Solutions 1. BrightData Connection Failed Cause: Invalid API credentials or dataset access Solution: Verify credentials and dataset permissions 2. No Data Extracted Cause: Invalid location or changed page structure Solution: Verify location names and test other categories 3. Gmail Authentication Issues Cause: Expired OAuth tokens Solution: Re-authenticate and check permissions 4. AI Model Errors Cause: API quota exceeded or invalid keys Solution: Check usage limits and API key Performance Optimization Rate Limiting:** Add delays Error Handling:** Retry failed requests Data Validation:** Check for malformed data Memory Management:** Process in smaller batches 📈 Use Cases & Examples 1. Digital Marketing Agency Lead Generation Goal:** Find businesses needing marketing Target:** Restaurants, retail stores Approach:** Focus on good-rated but low-online-presence businesses 2. B2B Sales Prospecting Goal:** Find software solution clients Target:** Growing businesses Approach:** Focus on recent positive reviews 3. Partnership Development Goal:** Find complementary businesses Target:** Established businesses Approach:** Focus on reputation and satisfaction scores ⚡ Performance & Limits Expected Performance Processing Time:** 5–10 minutes/location Data Accuracy:** 90%+ Success Rate:** 85%+ Daily Capacity:** 100–500 leads Resource Usage API Calls:** ~10–20 per business Storage:** Minimal (Google Sheets) Execution Time:** 3–8 minutes/10 businesses Network Usage:** ~5–10MB/business 🤝 Support & Community Getting Help n8n Community Forum:** community.n8n.io Docs:** docs.n8n.io BrightData Support:** Via dashboard Contributing Share improvements Report issues and suggestions Create industry-specific variations Document best practices > 🔒 Privacy & Compliance: Ensure GDPR/CCPA compliance. Always respect robots.txt and terms of service of scraped sites. 🎯 Ready to Generate Leads! This workflow provides a complete solution for automated lead generation and outreach. Customize it to fit your needs and start building your pipeline today! For any questions or support, please contact: 📧 info@incrementors.com or fill out this form: Contact Us

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Automate Content Publishing to TikTok, YouTube, Instagram, Facebook via Blotato 🎯 Who is this for? This workflow is perfect for: Content creators who post daily to multiple platforms Marketing teams managing brand presence across channels Solo entrepreneurs and social media managers looking to scale their output Anyone tired of uploading content manually across apps 💡 What problem is this solving? Managing content across platforms is time-consuming. You need to: Track posts per platform Upload videos manually Adapt captions and posting time Avoid repetitive mistakes This workflow solves all of that by centralizing everything in one place (Google Sheets) and automating it via Blotato. ⚙️ What this workflow does Every hour, this workflow will: Check your Google Sheet for any post marked as "TO GO" Select one item at a time (avoids spam and overposting) Extract media from a shared Google Drive link Upload the media to Blotato Publish it automatically to: TikTok YouTube Shorts Instagram Facebook Update the post status in your Sheet to "Posted" 🧰 Setup Before running this template, make sure you have: ✅ A Blotato account (Pro plan required for API key) 🔑 Generated your Blotato API key (Settings > API > Generate) 📦 Enabled Verified Community Nodes in n8n Admin Panel 🧩 Installed the Blotato node via the community nodes list 🛠 Created a Blotato credential in n8n using your API key ☁️ Made sure your media folder in Google Drive is set to Anyone with the link can view 📌 Followed the 3 setup steps in the brown sticky notes inside the workflow 🛠 How to customize this workflow Add new platform nodes (LinkedIn, Threads, Pinterest, etc.) using Blotato Adjust the scheduling frequency from hourly to daily or weekly Add an approval layer (Slack/Telegram) before publishing Customize your captions dynamically using GPT or formulas in Sheets Use tags, categories, or campaign tracking for analytics 📄 Documentation: Notion Guide Need help customizing? Contact me for consulting and support : Linkedin / Youtube

🤖 MCP Personal Assistant Workflow Description This workflow integrates multiple productivity tools into a single AI-powered assistant using n8n, acting as a centralized control hub to receive and execute tasks across Google Calendar, Gmail, Google Drive, LinkedIn, Twitter, and more. ✅ Key Capabilities AI Agent + Tool Use**: Built using n8n's AI Agent and MCP system, enabling intelligent multi-step reasoning. Tool Integration**: Google Calendar: schedule, update, delete events Gmail: search, draft, send emails Google Drive: manage files and folders LinkedIn & Twitter: post updates, send DMs Utility tools: fetch date/time, search URLs Discord Input**: Accepts prompts via n8n_discord_trigger_bot repo link 🛠 Setup Instructions Timezone Configuration: Go to Settings > Default Timezone in n8n. Set to your local timezone (e.g., Asia/Jakarta). Ensure all Date & Time nodes explicitly use the same zone to avoid UTC-related bugs. Tool Authentication: Replace all OAuth credentials for: Gmail Google Drive Google Calendar Twitter LinkedIn Use your own accounts when copying this workflow. Platform Adaptability: While designed for Discord, you can replace the Discord trigger with any other chat or webhook service. Example: Telegram, Slack, WhatsApp Webhook, n8n Form Trigger, etc. 📦 Strengths Great for document retrieval, email summarization, calendar scheduling, and social posting. Reduces the need for tab-switching across multiple platforms. Tested with a comprehensive checklist across categories like: Calendar Gmail Google Drive Twitter LinkedIn Utility tools Cross-tool actions (Refer to discordGPT prompt checklist for prompt coverage.) ⚠️ Limitations ❌ Binary Uploads: AI agents & MCP server currently struggle with binary payloads. Uploading files to Gmail, Google Drive, or LinkedIn may fail due to format serialization issues. Binary operations (upload/post) are under development and will be fixed in future iterations. ❌ Date Bugs: If timezone settings are incorrect, event times may default to UTC, leading to misaligned calendar events. 🔬 Testing Use the provided prompt checklist for full coverage of: ✅ Core feature flows ✅ Edge cases (e.g., invalid dates, nonexistent users) ✅ Cross-tool chains (e.g., Google Drive → Gmail → LinkedIn) ✅ MCP Assistant Test Prompt Checklist 📅 Google Calendar [X] "Schedule a meeting with Alice tomorrow at 10am. and send an invite to alice@wonderland.com" [X] "Create an event called 'Project Sync' on Friday at 3pm with Bob and Charlie." [X] "Update the time of my call with James to next Monday at 2pm." [X] "Delete my meeting with Marketing next Wednesday." [x] "What is my schedule tommorow ? " 📧 Gmail [x] "Show me unread emails from this week." [x] "Search for emails with subject: invoice" [X] "Reply to the latest email from john@company.com saying 'Thanks, noted!'" [X] "Draft an email to info@a16z.com with subject 'Emp0 Fundraising' and draft the body of the email with an investment opportunity in Emp0, scrape this site https://Emp0.com to get to know more about emp0.com" [X] "Send an email to hi@cursor.com with subject 'Feature request' and cc sales@cursor.com" [ ] "Send an email to recruiting@openai.com , write about how you like their product and want to apply for a job there and attach my latest CV from Google Drivce" 🗂 Google Drive [ ] "Upload the PDF you just sent me to my Google Drive." [X] "Create a folder called 'July Reports' inside Emp0 shared drive." [X] "Move the file named 'Q2_Review.pdf' to 'Reports/2024/Q2'." [X] "Share the folder 'Investor Decks' with info@a16z.com as viewer." [ ] "Download the file 'Wayne_Li_CV.pdf' and attach it in Discord." [X] "Search for a file named 'Invoice May' in my Google Drive." 🖼 LinkedIn [X] "Think of a random and inspiring quote. Post a text update on LinkedIn with the quote and end with a question so people will answer and increase engagement" [ ] "Post this Google Drive image to LinkedIn with the caption: 'Team offsite snapshots!'" [X] "Summarize the contents of this workflow and post it on linkedin with the original url https://n8n.io/workflows/5230-content-farming-ai-powered-blog-automation-for-wordpress/" 🐦 Twitter [X] "Tweet: 'AI is eating operations. Fast.'" [X] "Send a DM to @founderguy: 'Would love to connect on what you’re building.'" [X] "Search Twitter for keyword: 'founder advice'" 🌐 Utilities [X] "What time is it now?" [ ] "Download this PDF: https://ontheline.trincoll.edu/images/bookdown/sample-local-pdf.pdf" [X] "Search this URL and summarize important tech updates today: https://techcrunch.com/feed/" 📎 Discord Attachments [ ] "Take the image I just uploaded and post it to LinkedIn." [ ] "Get the file from my last message and upload it to Google Drive." 🧪 Edge Cases [X] "Schedule a meeting on Feb 30." [X] "Send a DM to @user_that_does_not_exist" [ ] "Download a 50MB PDF and post it to LinkedIn" [X] "Get the latest tweet from my timeline and email it to myself." 🔗 Cross-tool Flows [ ] "Get the latest image from my Google Drive and post it on LinkedIn with the caption 'Another milestone hit!'" [ ] "Find the latest PDF report in Google Drive and email it to investor@vc.com." [ ] "Download an image from this link and upload it to my Google Drive: https://example.com/image.png" [ ] "Get the most recent attachment from my inbox and upload it to Google Drive." Run each of these in isolated test cases. For cross-tool flows, verify binary serialization integrity. 🧠 Why Use This Workflow? This is an always-on personal assistant that can: Process natural language input Handle multi-step logic Execute commands across 6+ platforms Be extended with more tools and memory If you want to interact with all your work tools from a single prompt—this is your base to start. 📎 Repo & Credits Discord bot trigger: n8n_discord_trigger_bot Creator: Jay (Emp₀)