Workflow Templates

Promo Seeker automatically finds, verifies, and delivers active promo codes to users via Telegram or email using SerpAPI + Gemini (OpenRouter). Saves hours of manual searching and deduplicates results into an n8n Data Table for fast reuse. Why Use This Workflow? Time Savings: Reduces manual promo hunting from 2 hours to 5 minutes per query. Cost Reduction: Cuts reliance on paid scraping tools or manual services — potential savings of $50–$200/month. Error Prevention: Cross-references sources and enforces a 30‑day recency filter to reduce expired-code hits by ~60% vs single-source checks. Scalability: Handles hundreds of queries per day with Data Table upserts and optional scheduling for continuous discovery. Ideal For Marketing / Growth Managers:** Quickly discover competitor or partner discounts to promote in campaigns. Customer Support / Operations:** Respond to user requests with verified promo codes via Telegram or email. Affiliate / Content Teams:** Aggregate and maintain a clean promo feed for newsletters or site widgets. How It Works Trigger: Incoming request via Webhook, Telegram message, Google Form submission, or scheduled run. Data Collection: The LangChain agent uses SerpAPI search results and Gemini (OpenRouter) to locate recent promo codes. Processing: Filter for recency (last 30 days), extract code, value, terms, and expiry. Intelligence Layer: Gemini 2.5 Pro (OpenRouter) + LangChain agent structure and verify results, outputting a standardized JSON. Output & Delivery: If a code exists in the Data Table, notify the requester via Telegram and Gmail; otherwise, return results and upsert them into the Data Table. Storage & Logging: Results stored/upserted in an n8n Data Table to prevent duplicates and enable fast lookups. Setup Guide Prerequisites | Requirement | Type | Purpose | |-------------|------|---------| | n8n instance | Essential | Execute the workflow — import JSON to your n8n instance | | SerpAPI account | Essential | Web search results for promo code discovery | | OpenRouter (Gemini) account | Essential | Language model (Gemini 2.5 Pro) for extraction and verification | | Telegram Bot (BotFather) | Essential | Receive queries and send promo notifications | | Gmail OAuth2 | Essential | Send rich email notifications | | n8n Data Tables | Essential | Store and deduplicate promo code records | Get your n8n instance here: n8n instance — import the JSON and begin configuration. (Repeat link for convenience) n8n instance Installation Steps Import the JSON workflow into your n8n instance. Configure credentials (use n8n's Credentials UI — do NOT paste keys into nodes): SerpAPI: paste your SerpAPI API Key from your SerpAPI dashboard. OpenRouter API: paste your OpenRouter API Key (for Gemini 2.5 Pro). Telegram API: create bot via @BotFather, then add Bot Token to Telegram credentials. Gmail OAuth2: use n8n's Gmail OAuth2 credential flow and authorize the account. Update environment-specific values: Webhook path: /v1/promo-seeker (configured in the Webhook node) or replace with your preferred path. Data Table ID: point to your own Data Table Form/webhook recipient fields (email/chatId mappings). Customize settings: Adjust the LangChain agent prompt (Promo Seeker Agent) for different recency windows or regional focus. Change max results/limit on the Data Table node (default limit = 3). Test execution: Trigger via Telegram or a POST to the webhook with sample payload: { "platform":"example.com", "email":"you@domain.com" } Confirm notifications arrive and Data Table rows are upserted. Technical Details Core Nodes | Node | Purpose | Key Configuration | |------|---------|-------------------| | SerpAPI | Fetch web search results | Provide credential; adjust search params in agent prompt | | Gemini 2.5Pro (OpenRouter) | Extract & verify promo details | Use OpenRouter credential; model google/gemini-2.5-pro | | Promo Seeker Agent (LangChain) | Orchestrates search + parsing | System prompt enforces 30‑day recency & result format | | Structured Output Parser | Validates agent output | JSON schema example for platform/code/value/terms/validUntil | | Data Table (Get row(s)) | Lookup existing promos | Filters by platform; limit = 3 | | If (Code Exist?) | Branching logic | Checks existence of platform field | | Data Table (Upsert row(s)) | Insert or update promo | Mapping from agent output to Data Table columns | | Telegram Trigger / Telegram | Receive queries & notify users | Webhook-based trigger; parse_mode = HTML for messages | | Gmail | Send rich HTML emails | Uses Gmail OAuth2 credential | | Webhook / Form Trigger | Alternate inputs | Webhook path /v1/promo-seeker and Form trigger for manual submissions | Workflow Logic On trigger, the Platform Set node normalizes the incoming query and receiver. Get row(s) checks Data Table for existing promos. If found: notify via Telegram and send Gmail (email template included). If not found: the Promo Seeker Agent runs SerpAPI searches, parses structured output, then Upsert row(s) saves results and notifications are sent. Structured Output Parser enforces correct JSON to avoid bad upserts. Customization Options Basic Adjustments Recency window: change the agent prompt to 7/14/30 days. Result limit: increase Data Table Get limit or change Upsert batch size. Advanced Enhancements Add Slack or Microsoft Teams notifications (moderate complexity). Add caching layer (Redis) to reduce repeated SerpAPI calls (advanced). Parallelize searches across multiple search engines (higher API usage & complexity). Performance & Optimization | Metric | Expected Performance | Optimization Tips | |--------|----------------------|-------------------| | Execution time | 8–30s per new search (depends on SerpAPI + LM response) | Reduce SerpAPI page depth; cache recent results | | API calls | 3–10 SerpAPI calls per complex query | Batch queries; use higher-quality search params | | Error handling | Agent retries on malformed output | Use retry nodes and set onError strategy for downstream nodes | Troubleshooting | Problem | Cause | Solution | |---------|-------|----------| | No results returned | Query too vague or rate-limited API | Improve query specificity; check SerpAPI quota | | Gmail send fails | OAuth scope not granted or token expired | Reconnect Gmail OAuth2 credential in n8n | | Telegram webhook not firing | Incorrect bot token or webhook setup | Recreate Telegram credential and check bot permissions | | Duplicate rows | Upsert mapping mismatch | Ensure promoCode mapping in Upsert matches structured output | | Agent returns malformed JSON | LM prompt too permissive | Tighten the agent system prompt and validate with Structured Output Parser | Created by: khaisa Studio Category: Marketing Automation Tags: promo-codes, coupons, serpapi, telegram, gmail, openrouter, data-tables Need custom workflows or help adapting this template? 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AI-Powered Discord Task Manager with Priority Intelligence Mission-Aligned Task Tracker: Discord + AI + Google Sheets Opening Summary This n8n template demonstrates how to automate task management by syncing tasks from a Discord channel to Google Sheets, enriching them with AI-driven prioritization, and delivering a daily prioritized digest back to Discord. It streamlines task organization aligned with personal mission and productivity frameworks. Use cases are many: Try managing your team’s project tasks by automatically prioritizing them based on strategic goals! Try personal task tracking with AI-powered prioritization for optimized daily productivity! Try automating follow-ups and completed task archiving seamlessly between Discord and Google Sheets! Good to know Using OpenAI GPT-4.1 and GPT-5 mini models may incur API costs based on usage (check your OpenAI pricing plan). Google Sheets API has rate limits; large task volumes may require batch adjustments to avoid quota errors. Discord API OAuth2 authentication is needed with permissions to read messages, add reactions, and post messages. The workflow requires shared Google Sheets with specific sheets named Tasks and completed tasks (template link provided). Reaction emojis in Discord (✍️ for processed, ✅ for completed) are used to track task status within Discord. AI-driven prioritization follows mission alignment based on Eisenhower Matrix, energy levels, and impact scoring. Uses concepts from: Deep work by Cal Newport Essentialism: The Disciplined Pursuit of Less – Greg McKeown (2014) Getting Results the Agile Way – J.D. Meier Hyperfocus – Chris Bailey (2018) Slow Productivity – Cal Newport (2024) Newport’s newest book. Explicitly about doing fewer things, working at a natural pace, and obsessing over quality—basically Deep Work 2.0 How it works Schedule Trigger fires hourly to initiate task syncing. Set discord IDs here node defines Discord server and channel IDs for input/output. get data - tasks Channel fetches all messages from the Discord input channel. Loop Over Items1 and if message is recorded already prevent reprocessing tasks. clean data prepares message information to uniform structure. ai task organizer node sends each task text to OpenAI GPT-4.1 mini agent, which analyzes and assigns priority, impact, energy level, category, and other metadata aligned to the user's mission. Tasks are appended to Google Sheets Tasks sheet using Append row in task sheet. react to confirm adds a reaction on Discord to mark the message as processed. Get tasks to do retrieves all in-progress tasks from Google Sheets for daily prioritization. Aggregated task data is analyzed by the AI Agent with GPT-5 mini to select top 6 tasks (3 high-energy, 3 low-energy). The daily prioritized list is split into acceptable message sizes and sent back to a Discord output channel by Send a message node. The workflow checks for tasks with ✅ reactions in Discord (get checked ones), updates their status to "Completed" in Google Sheets (Update row in sheet). Completed tasks are moved to a separate completed tasks sheet (move completed rows to completed sheet) and deleted from active list (delete completed rows) in a loop until none remain. Wait nodes and limits are used to control API call pacing and batch sizes. How to use Set your Discord server and channel IDs for input (tasks-to-do) and output (my-prio-tasks-today) in the Set discord IDs here node. Connect your Google Sheets account and set the Spreadsheet ID in all relevant nodes (the sheet must have Tasks and completed tasks sheets with expected columns). Add your OpenAI API credentials for GPT-4.1 mini (task processing) and GPT-5 mini (daily digest). Ensure your Discord app has OAuth2 tokens with message read, react, and post permissions. Post tasks as messages in the configured Discord input channel. Run the workflow or activate it; it will sync, process, prioritize, and update tasks automatically on schedule. Customize the schedule trigger if you want more frequent or different syncing intervals. Requirements Discord account and bot/app with OAuth2 app credentials for message read, react, and post permissions. Google Sheets account for task data storage, with a spreadsheet structured as specified (Sheets: Tasks, completed tasks). OpenAI API account with access to GPT-4.1 mini and GPT-5 mini models for AI task analysis and summarization. Google Sheets OAuth2 credentials configured in n8n. Properly set Discord server and channel IDs in the workflow. Customising this workflow Try adding support for multiple Discord servers or channels to centralize tasks from different teams or projects. Extend AI prompts to include deadlines parsing or automated reminders. Customize the Google Sheets columns or the scoring logic to fit your unique productivity frameworks or KPIs. Incorporate notifications via email or Slack based on task priority or completion. Replace Google Sheets with other databases if scalable storage is required. Adjust the energy level and impact criteria in AI prompts to match your personal productivity rhythms. Sample inputs: "publish tasks tracker asap" "Improve personal portfolio asap" "Watch new movie - Jujutsu Kaisen" Sample output: 🔥 Today's Agenda ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ⚡ Morning Deep Work Blocks (High Energy Required) Do these during peak hours (6 AM to 2 PM or whenever you're sharpest) 1️⃣ Improve personal portfolio for job applications 💡 Why: Critical for landing > 50k automation job - enhances job application success 📊 Priority: 100 | Impact: 10/10 Link: (https://discord.com/channels/1373770435146689/1481777943919293/1440107502032) 2️⃣ Complete all Udemy n8n courses ASAP 💡 Why: Essential skill for landing >50k automation job and digital product creation 📊 Priority: 88 | Impact: 9/10 Link: (https://discord.com/channels/137770435134668/14348177539192/14365639629204) 3️⃣ Finish finance debt tracker and publish as template 💡 Why: Generates immediate income potential and supports income generation 📊 Priority: 86 | Impact: 9/10 Link: (https://discord.com/channels/1373767704351346/1434817779453919/1436445965471973) ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🎯 DOWNTIME BLOCK (Low-Medium Energy) Do these during energy dips (post-lunch, late afternoon, tired moments) 1️⃣ Call Bank collections agency (09277055515 / 09559050973) 💡 Why: Limited-time offer; could significantly monthly payments 📊 Priority: 96 | Impact: 10/10 | Energy: Medium Link: (https://discord.com/channels/13767704351/14348177453/14379926889894) 2️⃣ Publish n8n workflow and submit for verification 💡 Why: Enables earning from this and future n8n workflows — immediate income opportunity 📊 Priority: 96 | Impact: 9/10 | Energy: Medium Link: (https://discord.com/channels/1373767435134/14347794539/143810998822) 3️⃣ Plan and pay Loan 💡 Why: Immediate debt payments reduce penalties/interest and support financial stability 📊 Priority: 96 | Impact: 10/10 | Energy: Medium Link: (https://discord.com/channels/1373767704351346/143481777945391/14382823609982) ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 💪 EXECUTION STRATEGY 🛡️ Morning Block: Protect this ruthlessly — no meetings, no social, deep work only. ⚙️ Downtime Block: Tackle these during lower-energy windows; they move the money/debt needle without burning you out. 🎯 Win Condition: Complete all 6 = massive progress toward landing high-paying work and eliminating high-priority debt. Protect your morning deep work at all costs — it's your leverage. You're building financial freedom one prioritized action at a time. If you finish all 6 today: your portfolio and skills will be significantly closer to landing high-paying work, and you'll make a major dent in urgent debt obligations. Questions? If you have questions or need help with this workflow, feel free to reach out: elijahmamuri@gmail.com elijahfxtrading@gmail.com

Automated Event Badge Generator Streamline your event registration process with this fully automated badge generation system. Perfect for conferences, seminars, corporate events, universities, and training programs. 🎯 What This Workflow Does Receives Registration Data via webhook (POST request) Validates & Sanitizes attendee information (email, name, role) Generates Unique QR Codes for each attendee with scannable IDs Creates Beautiful HTML Badges with gradient design and branding Converts to High-Quality PNG Images (400x680px) via HTMLCSStoImage API Logs Everything to Google Sheets for tracking and analytics Sends Personalized Emails with badge attachment and event instructions Handles Errors Gracefully with admin notifications ✨ Key Features Professional Badge Design**: Gradient purple background, attendee photos (initials), QR codes Automatic QR Code Generation**: Unique scannable codes for quick check-in Email Delivery**: Personalized HTML emails with download links Google Sheets Tracking**: Complete audit trail of all badge generations Error Handling**: Admin alerts when generation fails Scalable**: Process registrations one-by-one or in batches 🔧 Required Setup APIs & Credentials: HTMLCSStoImg API - Sign up at https://htmlcsstoimg.com Get API Key Gmail OAuth2 Connect your Gmail account Grant send permissions Google Sheets OAuth2 Create a tracking spreadsheet Add headers: Name, Email, Event, Role, Attendee ID, Badge URL, Timestamp Connect via OAuth2 Before Activation: Replace YOUR_GOOGLE_SHEETS_ID with your Google Sheet ID Replace admin@example.com with your admin email address Add all three credentials Test with sample data 📊 Use Cases Conferences & Seminars**: Generate badges for 100+ attendees Universities**: Student ID cards and event passes Corporate Events**: Employee badges with QR check-in Training Programs**: Course participant badges Workshops**: Professional badges with role identification Trade Shows**: Exhibitor and visitor badges 🎨 Customization Options Badge Design**: Modify HTML/CSS for custom branding, colors, logos QR Code Size**: Adjust dimensions for different use cases Email Template**: Personalize welcome message and instructions Role-Based Badges**: Different designs for VIP, Speaker, Staff, Attendee Multi-Event Support**: Handle multiple events with different templates 📈 What You'll Track Total badges generated Attendee names, emails, roles Badge image URLs for reprints Generation timestamps Event names and dates ⚡ Processing Time Average**: 5-8 seconds per badge Includes**: Validation, QR generation, HTML rendering, image conversion, logging, email 🔒 Security Features Email format validation Continue-on-fail error handling Admin notifications on failures Secure credential storage 💡 Pro Tips Use a dedicated Gmail account for automation Monitor HTMLCSStoImg API limits Create separate sheets for different events Archive old data periodically Set up webhook authentication for production 🚀 Getting Started Import this workflow Add the three required credentials Update Sheet ID and admin email Test with sample registration data Activate and integrate with your registration form Perfect for event organizers, HR teams, universities, and anyone managing events with 10-1000+ attendees!

This workflow automatically collects customer reviews from Google, Facebook, Trustpilot, and Yelp, analyzes their sentiment using AI, sends real-time alerts for negative feedback, and generates a weekly summary report. It is ideal for businesses that want to monitor their online reputation across multiple platforms and respond quickly to customer concerns. How It Works Daily Schedule**: Triggers the workflow every day at 09:00. Review Collection**: Fetches new reviews from Google, Facebook, Trustpilot, and Yelp using their official APIs. Data Normalization**: Merges and standardizes all reviews into a unified format. AI Sentiment Analysis**: Uses GPT-4 to analyze the sentiment and extract key insights from each review. Negative Review Alerts**: Sends a Slack notification to managers if a negative review is detected. Logging**: Saves all reviews and their analysis to a Google Sheet for record-keeping. Weekly Reporting**: Every Monday, aggregates the past week’s reviews, generates an AI-powered summary, and emails it to management. Configuration API Credentials: Google My Business API: Create a project in Google Cloud, enable the My Business API, and generate OAuth credentials. Facebook Graph API: Create a Facebook App, request the necessary permissions, and obtain a Page Access Token. Trustpilot API: Register for a Trustpilot Business account and generate an API key. Yelp Fusion API: Sign up for Yelp Fusion, create an app, and get your API key. OpenAI API: Create an account at OpenAI, generate an API key for GPT-4 access. Slack API: Create a Slack App, enable Incoming Webhooks, and get the webhook URL. Google Sheets API: Enable the Google Sheets API in Google Cloud and create OAuth credentials. Set Up Environment Variables: Add all API keys, tokens, and configuration values in the Workflow Configuration node or as n8n credentials. Google Sheet Setup: Create a Google Sheet with columns for review data and share it with your service account email. Slack Channel: Set up a Slack channel for alerts and add the webhook URL in the configuration. Email Settings: Configure the recipient email address for weekly reports in the workflow. Usage Activate the workflow after configuration. Reviews will be collected and analyzed daily. Negative reviews trigger instant Slack alerts. Every Monday, a summary report is sent via email. Use Case: Monitor and respond to customer feedback across Google, Facebook, Trustpilot, and Yelp, automate sentiment analysis, and keep management informed with actionable weekly insights.

AI-Powered Lead Qualification & Enrichment Pipeline 🎯 Who is this for? This template is perfect for: Marketing Teams** looking to automatically qualify inbound leads from campaigns Sales Teams** wanting to prioritize high-value prospects instantly Agencies** offering lead qualification as a service to clients SaaS Companies** routing trial signups to appropriate nurture sequences B2B Service Providers** scoring and enriching leads from multiple sources 💡 What problem does it solve? Manual lead qualification is slow, inconsistent, and expensive. Sales teams waste hours on unqualified leads while hot prospects go cold. This workflow: Eliminates manual research** - Automatically enriches company data via LinkedIn Scores leads instantly** - AI analyzes 15+ data points to score 0-100 Routes intelligently** - Hot leads get instant alerts, warm leads enter nurture Personalizes outreach** - AI generates custom emails based on company context ⚡ What this workflow does 1. Lead Capture & Validation Captures leads via built-in n8n Form (embeddable on any website) Validates email format and detects business vs personal emails Normalizes data from various field naming conventions 2. Company Enrichment via Apify Uses Google Search to find company's LinkedIn profile Scrapes LinkedIn for industry, size, description, specialties, and more Gracefully skips enrichment for personal emails (Gmail, Yahoo, etc.) 3. AI Lead Qualification (GPT-4.1) Scores leads 0-100 based on buying signals Assigns tier: Hot (80+), Warm (60-79), Cold (40-59), Disqualified (<40) Identifies buyer persona (Decision Maker, Influencer, Champion, etc.) Generates personalized talking points and risk factors 4. Intelligent Routing & Actions Hot Leads**: Instant Slack alert + AI-generated personalized email + HubSpot contact Warm Leads**: Slack notification for nurture sequence Cold Leads**: Logged for future reference All Leads**: Recorded to Google Sheets with full qualification data 🔧 Setup Required Credentials | Service | Purpose | |---------|---------| | OpenAI | AI qualification & email generation | | Apify | Google Search + LinkedIn scraping | Optional Credentials | Service | Purpose | |---------|---------| | Slack | Lead alerts and notifications | | HubSpot | CRM contact creation | | Gmail | Sending personalized emails | | Google Sheets | Lead database logging | Apify Setup Create account at apify.com Get API token from Settings → Integrations Open the Apify HTTP nodes and replace YOUR_API_KEY with the API token obtained in the above step Apify Actors Used Google Search Scraper PPR** (Actor ID: G9PR1B1upfS0mRvp0) - ~$0.004/search LinkedIn Company Scraper PPR** (Actor ID: G9y3V8J1hXYJTf1Ho) - ~$0.02/company Total cost: ~$0.02-0.03 per enriched lead 📊 Lead Scoring Criteria | Score | Tier | What it means | |-------|------|---------------| | 80-100 | 🔥 Hot | Strong buying signals, budget confirmed, urgent timeline | | 60-79 | 🌡️ Warm | Good fit, some buying signals, needs nurturing | | 40-59 | ❄️ Cold | Potential fit but unclear intent | | 0-39 | ⛔ Disqualified | Poor fit, spam, or invalid | 🎨 Customization Modify Form Fields Edit the "Lead Capture Form" node to add/remove fields for your use case. Adjust AI Scoring Edit the system prompt in "AI Lead Qualification" to customize: Score thresholds for your industry Buyer persona definitions Custom qualification criteria Add Integrations Easily extend with: Pipedrive, Salesforce, or other CRMs Email sequences (Mailchimp, ActiveCampaign) SMS notifications (Twilio) Calendar booking (Calendly) 📈 Example Output { "qualification": { "score": 85, "tier": "Hot", "buyerPersona": "Decision Maker", "urgencyLevel": "High" }, "insights": { "keyInsights": [ "VP-level with direct budget authority", "Company in growth phase (51-200 employees)", "Industry aligned with our ICP" ], "talkingPoints": [ "Reference their sustainability focus", "Highlight ROI for mid-market companies" ] } } 🙋 Need Help? Check the sticky notes in the workflow for section-by-section guidance Ensure Apify credentials are properly configured Test with a business email (not Gmail/Yahoo) to see full enrichment Created by Agentical AI - AI Automation Agency specializing in workflow automation and AI solutions.

Outbound Agent - AI-Powered Lead Generation with Natural Language Prospecting This n8n workflow transforms natural language queries into targeted B2B prospecting campaigns by combining Explorium's data intelligence with AI-powered research and personalized email generation. Simply describe your ideal customer profile in plain English, and the workflow automatically finds prospects, enriches their data, researches them, and creates personalized email drafts. DEMO Template Demo Credentials Required To use this workflow, set up the following credentials in your n8n environment: Anthropic API Type:** API Key Used for:** AI Agent query interpretation, email research, and email writing Get your API key at Anthropic Console Explorium API Type:** Generic Header Auth Header:** Authorization Value:** Bearer YOUR_API_KEY Used for:** Prospect matching, contact enrichment, professional profiles, and MCP research Get your API key at Explorium Dashboard Explorium MCP Type:** HTTP Header Auth Used for:** Real-time company and prospect intelligence research Connect to: https://mcp.explorium.ai/mcp Gmail Type:** OAuth2 Used for:** Creating email drafts Alternative options: Outlook, Mailchimp, SendGrid, Lemlist Go to Settings → Credentials, create these credentials, and assign them in the respective nodes before running the workflow. Workflow Overview Node 1: When chat message received This node creates an interactive chat interface where users can describe their prospecting criteria in natural language. Type:** Chat Trigger Purpose:** Accept natural language queries like "Get 5 marketing leaders at fintech startups who joined in the past year and have valid contact information" Example Prompts:** "Find SaaS executives in New York with 50-200 employees" "Get marketing directors at healthcare companies" "Show me VPs at fintech startups with recent funding" Node 2: Chat or Refinement This code node manages the conversation flow, handling both initial user queries and validation error feedback. Function:** Routes either the original chat input or validation error messages to the AI Agent Dynamic Input:** Combines chatInput and errorInput fields Purpose:** Creates a feedback loop for validation error correction Node 3: AI Agent The core intelligence node that interprets natural language and generates structured API calls. Functionality: Interprets user intent from natural language queries Maps concepts to Explorium API filters (job levels, departments, company size, revenue, location, etc.) Generates valid JSON requests with precise filter criteria Handles off-topic queries with helpful guidance Connected to MCP Client for real-time filter specifications AI Components: Anthropic Chat Model:** Claude Sonnet 4 for query interpretation Simple Memory:** Maintains conversation context (100 message window) Output Parser:** Structured JSON output with schema validation MCP Client:** Connected to https://mcp.explorium.ai/mcp for Explorium specifications System Instructions: Expert in converting natural language to Explorium API filters Can revise previous responses based on validation errors Strict adherence to allowed filter values and formats Default settings: mode: "full", size: 10000, page_size: 100, has_email: true Node 4: API Call Validation This code node validates the AI-generated API request against Explorium's filter specifications. Validation Checks: Filter key validity (only allowed filters from approved list) Value format correctness (enums, ranges, country codes) No duplicate values in arrays Proper range structure for experience fields (total_experience_months, current_role_months) Required field presence Allowed Filters: country_code, region_country_code, company_country_code, company_region_country_code company_size, company_revenue, company_age, number_of_locations google_category, naics_category, linkedin_category, company_name city_region_country, website_keywords has_email, has_phone_number job_level, job_department, job_title business_id, total_experience_months, current_role_months Output: isValid: Boolean validation status validationErrors: Array of specific error messages Node 5: Is API Call Valid? Conditional routing node that determines the next step based on validation results. If Valid:** Proceed to Explorium API: Fetch Prospects If Invalid:** Route to Validation Prompter for correction Node 6: Validation Prompter Generates detailed error feedback for the AI Agent when validation fails. This creates a self-correcting loop where the AI learns from validation errors and regenerates compliant requests by routing back to Node 2 (Chat or Refinement). Node 7: Explorium API: Fetch Prospects Makes the validated API call to Explorium's prospect database. Method:** POST Endpoint:** /v1/prospects/fetch Authentication:** Header Auth (Bearer token) Input:** JSON with filters, mode, size, page_size, page Returns:** Array of matched prospects with prospect IDs based on filter criteria Node 8: Pull Prospect IDs Extracts prospect IDs from the fetch response for bulk enrichment. Input:** Full fetch response with prospect data Output:** Array of prospect_id values formatted for enrichment API Node 9: Explorium API: Contact Enrichment Single enrichment node that enhances prospect data with both contact and profile information. Method:** POST Endpoint:** /v1/prospects/enrich Enrichment Types:** contacts, profiles Authentication:** Header Auth (Bearer token) Input:** Array of prospect IDs from Node 8 Returns: Contacts:** Professional emails (current, verified), phone numbers (mobile, work), email validation status, all available email addresses Profiles:** Full professional history, current role details, company information, skills and expertise, education background, experience timeline, job titles and seniority levels Node 10: Clean Output Data Transforms and structures the enriched data for downstream processing. Node 11: Loop Over Items Iterates through each prospect to generate individualized research and emails. Batch Size:** 1 (processes prospects one at a time) Purpose:** Enable personalized research and email generation for each prospect Loop Control:** Processes until all prospects are complete Node 12: Research Email AI-powered research agent that investigates each prospect using Explorium MCP. Input Data: Prospect name, job title, company name, company website LinkedIn URL, job department, skills Research Focus: Company automation tool usage (n8n, Zapier, Make, HubSpot, Salesforce) Data enrichment practices Tech stack and infrastructure (Snowflake, Segment, etc.) Recent company activity and initiatives Pain points related to B2B data (outdated CRM data, manual enrichment, static workflows) Public content (speaking engagements, blog posts, thought leadership) AI Components: Anthropic Chat Model1:** Claude Sonnet 4 for research Simple Memory1:** Maintains research context Explorium MCP1:** Connected to https://mcp.explorium.ai/mcp for real-time intelligence Output: Structured JSON with research findings including automation tools, pain points, personalization notes Node 13: Email Writer Generates personalized cold email drafts based on research findings. Input Data: Contact info from Loop Over Items Current experience and skills Research findings from Research Email agent Company data (name, website) AI Components: Anthropic Chat Model3:** Claude Sonnet 4 for email writing Structured Output Parser:** Enforces JSON schema with email, subject, message fields Output Schema: email: Selected prospect email address (professional preferred) subject: Compelling, personalized subject line message: HTML formatted email body Node 14: Create a draft (Gmail) Creates email drafts in Gmail for review before sending. Resource:** Draft Subject:** From Email Writer output Message:** HTML formatted email body Send To:** Selected prospect email address Authentication:** Gmail OAuth2 After Creation: Loops back to Node 11 (Loop Over Items) to process next prospect Alternative Output Options: Outlook:** Create drafts in Microsoft Outlook Mailchimp:** Add to email campaign SendGrid:** Queue for sending Lemlist:** Add to cold email sequence Workflow Flow Summary Input: User describes target prospects in natural language via chat interface Interpret: AI Agent converts query to structured Explorium API filters using MCP Validate: API call validation ensures filter compliance Refine: If invalid, error feedback loop helps AI correct the request Fetch: Retrieve matching prospect IDs from Explorium database Enrich: Parallel bulk enrichment of contact details and professional profiles Clean: Transform and structure enriched data Loop: Process each prospect individually Research: AI agent uses Explorium MCP to gather company and prospect intelligence Write: Generate personalized email based on research Draft: Create reviewable email drafts in preferred platform This workflow eliminates manual prospecting work by combining natural language processing, intelligent data enrichment, automated research, and personalized email generation—taking you from "I need marketing leaders at fintech companies" to personalized, research-backed email drafts in minutes. Customization Options Flexible Triggers The chat interface can be replaced with: Scheduled runs for recurring prospecting Webhook triggers from CRM updates Manual execution for ad-hoc campaigns Scalable Enrichment Adjust enrichment depth by: Adding more Explorium API endpoints (technographics, funding, news) Configuring prospect batch sizes Customizing data cleaning logic Output Destinations Route emails to your preferred platform: Email Platforms:** Gmail, Outlook, SendGrid, Mailchimp Sales Tools:** Lemlist, Outreach, SalesLoft CRM Integration:** Salesforce, HubSpot (create leads with research) Collaboration:** Slack notifications, Google Docs reports AI Model Flexibility Swap AI providers based on your needs: Default: Anthropic Claude (Sonnet 4) Alternatives: OpenAI GPT-4, Google Gemini Setup Notes Domain Filtering: The workflow prioritizes professional emails—customize email selection logic in the Clean Output Data node MCP Configuration: Explorium MCP requires Header Auth setup—ensure credentials are properly configured Rate Limits: Adjust Loop Over Items batch size if hitting API rate limits Memory Context: Simple Memory maintains conversation history—increase window length for longer sessions Validation: The AI self-corrects through validation loops—monitor early runs to ensure filter accuracy This workflow represents a complete AI-powered sales development representative (SDR) that handles prospecting, research, and personalized outreach with minimal human intervention.

AI-Powered Lead Qualification using Zoho CRM, People Data Labs, and Google Gemini This workflow automatically checks Zoho CRM every 5 minutes for newly created leads, enriches each lead using People Data Labs, evaluates its quality using Google Gemini (LLM Chain) and updates the lead status in Zoho CRM as Qualified or Not Qualified. Qualified leads trigger an automated Gmail notification to the sales team. Quick Start Setup Add Zoho CRM OAuth credentials. Add your People Data Labs API key. Add your Google Gemini (PaLM) LLM API credentials. Add Gmail OAuth credentials and set your recipient email. Activate the workflow. Create a test lead and verify enrichment → scoring → update → email. What It Does This workflow serves as an automated AI-driven lead qualification engine. Every 5 minutes, it fetches leads from Zoho CRM, filters newly created ones, enriches them using People Data Labs and scores them via Google Gemini. Based on the AI-generated score, the workflow updates the lead status and optionally sends an email notification. Who’s It For Sales teams using Zoho CRM SDR/Marketing automation teams Agencies performing automated lead pre-qualification Businesses with high inbound lead volume Anyone wanting AI-powered CRM automation via n8n Requirements n8n instance Zoho CRM OAuth credentials People Data Labs API key (can use another service , modify accordingly) Google Gemini API credentials Gmail OAuth credentials Zoho fields: Company, Email, First_Name, Last_Name, Created_Time, Lead_Status How It Works & Setup Steps Step 1: Run every 5 minutes via Schedule Trigger Triggers the workflow and computes a timestamp window. Step 2: Fetch Zoho leads Retrieves all leads from Zoho CRM. Step 3: Filter newly created leads Compares Created_Time with timestamp from previous run. Step 4: Extract website field Extract the website field, Used for People Data Labs enrichment API for search about that company. Step 5: Enrich via People Data Labs Adds company size, industry, founding year, etc. Step 6: Score using Google Gemini LLM produces a JSON response: summary, score, factors. Step 7: Update CRM status IF score > 80 → Qualified Else → Not Qualified Step 8: Send Gmail notification Send gmail notifications to sales team, Only for Qualified leads - informs that this Lead is marked as Qualified Leads Customization Adjust score threshold in IF node Edit email recipients in Gmail node Modify AI prompt in LLM Chain Change 3rd party api for enrichment, if required Modify PDL parameters Change Zoho CRM fields Add‑Ons Slack notifications Google Sheets logging Auto-create Deals in Zoho Add CRM notes Owner reassignment Tagging Use Case Examples Automated B2B lead scoring High-intent lead notifications CRM hygiene automation Enriched lead analytics SDR productivity boost Troubleshooting Guide | Issue | Cause | Solution | |-------|--------|----------| | No new leads detected | Timestamp mismatch | Validate “Compute Last Check” logic | | No enrichment data | Empty website / invalid API key | Check PDL credentials & website value | | AI output invalid | Prompt overwritten | Restore original prompt | | CRM update fails | Wrong leadId mapping | Confirm Zoho lead ID | | Gmail errors | OAuth expired | Reconnect Gmail credentials | | No qualified leads | Score too strict | Lower IF threshold | Need Help? WeblineIndia can help with workflow customization, advanced automations, CRM integrations and AI-driven business processes. Contact us for expert assistance.

AI Customer Support Triage with Gmail, OpenAI, Airtable & Slack How it Works This workflow monitors your Gmail support inbox every minute, automatically sending each unread email to OpenAI for intelligent analysis. The AI evaluates sentiment (Positive/Neutral/Negative/Critical), urgency level (Low/Medium/High/Critical), categorizes requests (Technical/Billing/Feature Request/Bug Report/General), extracts key issues, and generates professional response templates. The system calculates a priority score (0-110) by combining urgency and sentiment weights, then routes tickets accordingly. Critical issues trigger immediate Slack alerts with full context and 30-minute SLA reminders, while routine tickets post to standard monitoring channels. Every ticket logs to Airtable with complete analysis and thread tracking, then updates a Google Sheets dashboard for real-time analytics. A secondary AI pass generates strategic insights (trend identification, risk assessment, actionable recommendations) and stores them back in Airtable. The entire process takes seconds from email arrival to team notification, eliminating manual triage and ensuring critical issues get immediate attention. Who is this for? Customer support teams needing automated prioritization for high email volumes SaaS companies tracking support metrics and response times Startups with lean teams requiring intelligent ticket routing E-commerce businesses managing technical, billing, and return inquiries Support managers needing data-driven insights into customer pain points Setup Steps Setup time:** 20-30 minutes Requirements:** Gmail, OpenAI API key, Airtable account, Google Sheets, Slack workspace Monitor Support Emails: Connect Gmail via OAuth2, configure INBOX monitoring for unread emails AI Analysis Engine: Add OpenAI API key, system prompt pre-configured for support analysis Parse & Enrich Data: JavaScript code automatically calculates priority scores (no changes needed) Route by Urgency: Configure routing rules for critical vs routine tickets Slack Alerts: Create Slack app, get bot token and channel IDs, replace placeholders in nodes Airtable Database: Create base with "tblSupportTickets" table, add API key and Base ID (replace appXXXXXXXXXXXXXX) Google Sheets Dashboard: Create spreadsheet, enable Sheets API, add OAuth2 credentials, replace Sheet ID (1XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX) Generate Insights: Second OpenAI call analyzes patterns, stores insights in Airtable Test: Send test email, verify Slack alerts, check Airtable/Sheets data logging Customization Guidance Priority Scoring:** Adjust urgency weight (25) and sentiment weight (10) in Code node to match your SLA requirements Categories:** Modify AI system prompt to add industry-specific categories (e.g., healthcare: appointments, prescriptions) Routing Rules:** Add paths for High urgency, VIP customers, or specific categories Auto-Responses:** Insert Gmail send node after routine tickets for automatic acknowledgment emails Multi-Language:** Add Google Translate node for non-English support VIP Detection:** Query CRM APIs or match email domains to flag enterprise customers Team Assignment:** Route different categories to dedicated Slack channels by department Cost Optimization:** Use GPT-3.5 (~$0.001/email) instead of GPT-4, self-host n8n for unlimited executions Once configured, this workflow operates as your intelligent support triage layer—analyzing every email instantly, routing urgent issues to the right team, maintaining comprehensive analytics, and generating strategic insights to improve support operations. Built by Daniel Shashko Connect on LinkedIn

Transform accounts payable from a manual bottleneck into an intelligent, automated system that reads invoices, detects fraud, and processes payments automatically—saving 20+ hours per week while preventing costly fraudulent payments. 🎯 What This Workflow Does Automates the complete invoice-to-payment cycle with advanced AI: 📧 Check Invoices from Jotform - Monitor Jotform for Invoice Submission 🤖 AI-Powered OCR - Extracts ALL data from PDFs and images (vendor, amounts, line items, dates, tax) 🚨 Fraud Detection Engine - Analyzes 15+ fraud patterns: duplicates, anomalies, suspicious vendors, document quality 🚦 Intelligent Routing - Auto-routes based on AI risk assessment: Critical Fraud (Risk 80-100): Block → Slack alert → CFO investigation Manager Review (>$5K or Medium Risk): Approval workflow with full analysis Auto-Approve (<$5K + Low Risk): Instant → QuickBooks → Vendor notification 📊 Complete Audit Trail - Every decision logged to Google Sheets with AI reasoning ✨ Key Features Advanced AI Capabilities Vision-Based OCR**: Reads any invoice format—PDF, scanned images, smartphone photos 99% Extraction Accuracy**: Vendor details, line items, amounts, dates, tax calculations, payment terms Multi-Dimensional Fraud Detection**: Duplicate invoice identification (same number, similar amounts) Amount anomalies (round numbers, threshold gaming, unusually high) Vendor verification (new vendors, mismatched domains, missing tax IDs) Document quality scoring (OCR confidence, missing fields, calculation errors) Timing anomalies (future dates, expired invoices, weekend submissions) Pattern-based detection (frequent small amounts, vague descriptions, no PO references) Intelligent Processing Risk-Based Scoring**: 0-100 risk score with detailed reasoning Vendor Trust Ratings**: Build vendor reputation over time Category Classification**: Auto-categorizes (software, consulting, office supplies, utilities, etc.) Amount Thresholds**: Configurable auto-approve limits Human-in-the-Loop**: Critical decisions escalated appropriately Fast-Track Low Risk**: Process safe invoices in under 60 seconds Security & Compliance Fraud Prevention**: Catch fraudulent invoices before payment Duplicate Detection**: Prevent double payments automatically Complete Audit Trail**: Every decision logged with timestamp and reasoning Role-Based Approvals**: Route to correct approver based on amount and risk Document Verification**: Quality checks on every invoice 💼 Perfect For Finance Teams**: Processing 50-500 invoices per week CFOs**: Need fraud prevention and spending visibility Controllers**: Want automated AP with audit compliance Growing Companies**: Scaling without adding AP headcount Multi-Location Businesses**: Centralized invoice processing across offices Fraud-Conscious Organizations**: Healthcare, legal, financial services, government contractors 💰 ROI & Business Impact Time Savings 90% reduction** in manual data entry time 20-25 hours saved per week** on invoice processing Same-day turnaround** on all legitimate invoices Zero data entry errors** with AI extraction No more lost invoices** - complete tracking Fraud Prevention 100% duplicate detection** before payment Catch suspicious patterns** automatically Prevent invoice splitting** (gaming approval thresholds) Identify fake vendors** before payment Average savings: $50K-$200K annually** in prevented fraud losses Process Improvements 24-hour vendor response times** (vs 7-10 days manual) 95%+ payment accuracy** with AI validation Better cash flow management** via due date tracking Vendor satisfaction** from transparent, fast processing Audit-ready** with complete decision trail 🔧 Required Integrations Core Services Jotform** - Invoice Submissions Create your form for free on Jotform using this link OpenAI API** - GPT-4o-mini for OCR & fraud detection (~$0.03/invoice) Google Sheets** - Invoice database and analytics (free) Accounting System** - QuickBooks, Xero, NetSuite, or Sage (via API) Optional Add-Ons Slack** - Real-time fraud alerts and approval requests Bill.com** - Payment processing automation Linear/Asana** - Task creation for manual reviews Expensify/Ramp** - Expense management integration 🚀 Quick Setup Guide Step 1: Import Template Copy JSON from artifact In n8n: Workflows → Import from File → Paste JSON Template imports with all nodes and sticky notes Step 2: Configure Email Monitoring Connect Gmail or Outlook account Update filter: invoices@yourcompany.com (or your AP email) Test: Send yourself a sample invoice Step 3: Add OpenAI API Get API key: https://platform.openai.com/api-keys Add to both AI nodes (OCR + Fraud Detection) Cost: ~$0.03 per invoice processed Step 4: Connect Accounting System Get API credentials from QuickBooks/Xero/NetSuite Configure HTTP Request node with your endpoint Map invoice fields to your GL codes Step 5: Setup Approval Workflows Update email addresses (finance-manager@yourcompany.com) Configure Slack webhook (optional) Set approval thresholds ($5K default, customize as needed) Step 6: Create Google Sheet Database Create spreadsheet with columns:

How It Works Trigger: The workflow starts automatically when a new file (PDF, DOCX, or TXT) is uploaded to a specific Google Drive folder for client briefs. Configuration: The workflow sets up key variables, such as the folder for storing reports, the account manager’s email, the tracking Google Sheet, and the error notification email. File Type Check & Text Extraction: It checks the file type and extracts the text using the appropriate method for PDF, DOCX, or TXT files. Extraction Validation: If text extraction fails or the file is empty, an error notification is sent to the designated email. AI Analysis: The extracted text is analyzed using Groq AI (Llama 3 model) to summarize the brief, extract client needs, goals, challenges, and more. Industry Research: The workflow performs additional AI-powered research on the client’s industry and project type, using Wikipedia and Google Search tools. Report Generation: The analysis and research are combined into a comprehensive, formatted report. Google Doc Creation: The report is saved as a new Google Doc in a specified folder. Logging: Key details are logged in a Google Sheet for tracking and record-keeping. Notification: The account manager receives an email with highlights and a link to the full report. Error Handling: If any step fails (e.g., text extraction), an error email is sent with troubleshooting advice. Setup Steps Google Drive Folders: Create a folder for incoming client briefs. Create a folder for storing generated client summary reports. Google Sheet: Create a Google Sheet with a sheet/tab named “Brief Analysis Log” for tracking analysis results. Google Cloud Project: Set up a Google Cloud project and enable APIs for Google Drive, Google Docs, Google Sheets, and Gmail. Create OAuth2 credentials for n8n and connect them in your n8n instance. Groq AI Credentials: Obtain API credentials for Groq AI and add them to n8n. SerpAPI (Optional, for Google Search): If using Google Search in research, get a SerpAPI key and add it to n8n. n8n Workflow Configuration: In the “Workflow Configuration” node, set the following variables: clientSummariesFolderId: Google Drive folder ID for reports. accountManagerEmail: Email address to notify. trackingSheetId: Google Sheet ID for logging. errorNotificationEmail: Email for error alerts. Connect All Required Credentials: Make sure all Google and AI nodes have the correct credentials selected in n8n. Test the Workflow: Upload a sample client brief to the monitored Google Drive folder. Check that the workflow runs, generates a report, logs the result, and sends the notification email.

Overview This workflow turns audio attachments you receive by Gmail into Japanese transcripts and structured AI summaries, then saves everything to Google Drive and Google Sheets while notifying you via Gmail and Slack. Every time an email with a voice recording arrives, the audio is stored in a dated folder, fully transcribed in Japanese, summarized into clear meeting-style points, and logged so you can quickly review and search later. Audio Email to Japanese Transcr… Audio Email to Japanese Transcript with AI Summary & Multi-Channel Notification Who this is for People who get voice memos or meeting recordings as email attachments Teams that want clear Japanese transcripts plus action-item summaries from calls Anyone who wants audio notes automatically archived and searchable in Drive/Sheets How it works Trigger: New Gmail with audio attachment A Gmail Trigger watches your inbox, downloads attachments for each new email, and passes them into the workflow. Split & filter attachments A Code node splits the email into one item per attachment and normalizes the binary data to binary.data. A Filter node keeps only audio files (mp3, wav, m4a, ogg) and discards everything else. Create date-based Drive folder & upload audio A Code node builds a YYYY/MM folder path from the current date. A Google Drive node creates that folder (if it doesn’t exist) under your chosen parent folder. A Merge node combines folder info with file info, and the audio file is uploaded into that folder so all recordings are organized by year/month. Transcribe audio to Japanese text An HTTP Request node calls the OpenAI Audio Transcriptions API (gpt-4o-transcribe) with the audio file. The prompt tells the model to produce a verbatim Japanese transcript (no summarization, no guessing), returned as plain text. Generate structured AI summary The transcript is sent to an OpenAI Chat node (gpt-4o), which outputs JSON with: title: short Japanese title for the recording points: key discussion points (array) decisions: decisions made (array) actionItems: action items with owner/deadline (array) A Set node then formats this JSON into a Markdown summary (summaryContent) with sections for 要点 / 決定事項 / アクションアイテム. Save transcript & summary files to Drive The transcript text is converted into a .txt file and uploaded to the same YYYY/MM folder. The Markdown summary is converted into a .md file (e.g. xxx_summary.md) and uploaded as well. Each file is then shared in Drive so you have accessible web links to both transcript and summary. Log to Google Sheets A Code node collects the email subject, file name, full transcript, formatted summary, and Drive links into one JSON object. A Google Sheets node appends a new row with timestamp, subject, summary, transcript, and link so you get a running log of all processed audios. Notify via Gmail & Slack Finally, the workflow: Sends a Gmail message back to the original sender with the meeting summary and links Posts a Slack notification in your chosen channel, including subject, file name, summary text, and Drive link How to set up Connect your Gmail, Google Drive, Google Sheets, Slack, and OpenAI credentials in the respective nodes. In the Gmail Trigger, narrow the scope if needed (e.g. specific label, sender, or inbox). In the Drive nodes, set the parent folder where you want the YYYY/MM subfolders to be created. In the Google Sheets node, point to your own spreadsheet and sheet name. In the Slack node, select the channel where reminders should be posted. Make sure your OpenAI credentials have access to both audio transcription and chat endpoints. Customization ideas Filter by sender, subject keyword, or label so only certain emails are processed. Change the folder structure (e.g. ProjectName/YYYY/MM or YYYY/MM/DD) in the folder-path Code node. Adjust the transcription prompt (e.g. allow light punctuation clean-up, use another language). Modify the summary format or add extra fields (e.g. meeting participants, project name) in the AI prompt and Markdown template. Send notifications to other tools: add branches for Notion, LINE, Teams, or additional Slack channels.

Customer Testimonial Collector Workflow Transform scattered testimonials into organized marketing assets - achieving 500 percent increase in testimonial collection, instant multi-channel optimization, and turning happy customers into brand advocates with automated rewards and recognition. What This Workflow Does Revolutionizes testimonial management with AI-powered analysis and multi-channel optimization: Centralized Collection via Jotform with structured fields for consistency AI Tone Detection using GPT-4 to analyze sentiment, authenticity, and emotional impact with 0-100 scoring Smart Quote Extraction that automatically identifies best soundbites for different marketing channels Organized Library using Google Sheets database with searchable tags, ratings, and usage permissions Automated Thank-You emails with exclusive coupon codes (20 percent for 5-star reviews) Social Media Optimization where AI creates Twitter, LinkedIn, and website versions automatically Marketing Team Alerts with real-time notifications including priority levels and usage recommendations Smart Rewards using dynamic discount codes based on rating quality Use Case Matching where AI identifies which marketing channels and audiences fit each testimonial Marketing-Ready Assets including headlines, callout words, and visual suggestions Key Features AI Testimonial Analyst: GPT-4 evaluates testimonials across 20 plus dimensions including tone, authenticity, emotional impact, and competitive advantages revealed Multi-Channel Optimization: Automatically generates Twitter-ready (280 characters), LinkedIn professional (150 words), and website polished (50-75 words) versions Tone and Sentiment Detection: Classifies testimonials as Enthusiastic, Professional, Grateful, Impressed, Transformative, or Skeptical-to-Believer with 0-100 sentiment scores Best Quote Extraction: AI identifies the single most impactful sentence plus 2-3 alternate quotes for different contexts Authenticity Scoring: Filters generic testimonials by rating authenticity as very-authentic, authentic, or generic Key Benefits Identification: Automatically extracts specific benefits mentioned such as time savings, cost reduction, and quality improvement Pain Points Mapping: Identifies what problems the customer solved by using your product or service Specific Results Tracking: Captures measurable outcomes like revenue increase, efficiency gains, and customer satisfaction improvements Marketing Priority Levels: AI assigns high, medium, or low priority to help marketing teams focus on most impactful testimonials Target Audience Matching: Identifies which customer segments would most relate to each testimonial Buyer Journey Staging: Tags testimonials by awareness, consideration, or decision stage for funnel optimization Competitive Differentiation: Identifies what each testimonial reveals about your competitive advantages Visual Design Suggestions: AI recommends graphic styles and callout words for testimonial graphics Permission Tracking: Automatically logs customer consent for public use across different channels Smart Coupon Generation: Creates unique codes with expiration dates and rating-based discount tiers Referral Incentives: Thank-you emails include referral program details to drive word-of-mouth Perfect For SaaS Companies needing social proof for landing pages and product pages E-commerce Stores showcasing customer satisfaction and product quality B2B Service Providers including consulting, agencies, and professional services building credibility Course Creators and online educators leveraging student success stories Healthcare Practices with patient testimonials (HIPAA-compliant with proper permissions) Real Estate Agents collecting client feedback for marketing materials Restaurants and Hospitality businesses gathering guest reviews and experiences Fitness and Wellness brands showcasing transformation stories What You Will Need Required Integrations Jotform - Testimonial submission form (free tier works) OpenAI API - GPT-4 for AI testimonial analysis (approximately 20-40 cents per testimonial) Gmail - Automated thank-you emails and marketing team notifications Google Sheets - Testimonial library and searchable database Optional Integrations Social Media APIs to auto-post testimonials to Twitter, LinkedIn, Facebook CRM Integration to link testimonials to customer profiles in HubSpot or Salesforce WordPress or Website integration to auto-publish approved testimonials to website testimonial pages Quick Start Import Template - Copy JSON and import into n8n Add OpenAI Credentials - Set up OpenAI API key (GPT-4 recommended for best analysis) Create Jotform Testimonial Form with fields for Customer Name, Email, Company, Job Title, Product Used, Testimonial Text, Rating, Permission to Share, Photo Upload, and Use Case Configure Gmail - Add Gmail OAuth2 credentials (same for both Gmail nodes) Setup Google Sheets - Create spreadsheet with Testimonial Library sheet and replace sheet ID in workflow Customize Coupon Logic if needed by editing the Generate Coupon Code node Brand Email Templates by updating company name, logo URLs, and colors Set Marketing Team Email address in notification node Test Workflow by submitting test testimonial through Jotform Launch Campaign by sharing form link in post-purchase emails Customization Options Multi-Language Support by translating forms and AI prompts for international customers Video Testimonials by adding video upload field and storing URLs in sheets Anonymous Options to allow customers to submit testimonials without public attribution Approval Workflow by adding manager approval step before testimonials go live A/B Testing to tag testimonials for split testing different versions on landing pages Industry-Specific Fields customized for your vertical such as results achieved, ROI, time saved Automated Publishing to connect to WordPress or CMS to auto-publish approved testimonials Social Media Auto-Posting to schedule tweets and LinkedIn posts with testimonial content Reward Tiers to create VIP rewards for customers who refer others after submitting testimonials NPS Integration to combine with Net Promoter Score surveys Review Platform Sync to auto-request reviews on Google, Yelp, Trustpilot, G2, Capterra Case Study Pipeline to flag high-impact testimonials for full case study development Customer Success Alerts to notify CSMs when their customers submit testimonials Testimonial Rotation to auto-rotate testimonials on website based on visitor industry Sentiment Trending to track sentiment scores over time Expected Results 500 percent increase in testimonial submissions due to easy form and rewards 90 percent reduction in manual testimonial management through automated categorization 10 hours per month saved as marketing team instantly finds perfect testimonials 40 percent improvement in conversion rates from authentic testimonials on landing pages 85 percent customer satisfaction with reward process driving loyalty 60 percent of testimonials rated high priority by AI filtering 100 percent organized testimonial library ensuring no great testimonial is lost 3x increase in referrals from thank-you emails with incentives 75 percent reduction in testimonial editing time as AI creates ready-to-use content 50 percent more social media engagement from optimized testimonial posts Use Cases SaaS Company Example A marketing manager with 150 customers needs social proof for new landing page launching next week. Scattered testimonials exist in emails, support tickets, and social media messages with no time to organize them. Solution: Sends form link to 50 happiest customers and receives 35 testimonials within 48 hours. AI analyzes all submissions and extracts best quotes. Manager filters by high priority and landing page use case to find 8 perfect testimonials with website versions already optimized. Result: Landing page launches on time with authentic testimonials. Conversion rate increases 42 percent. Customer uses discount code to upgrade plan. Refers 2 colleagues who become customers. Total impact exceeds 1400 dollars in incremental revenue. E-commerce Fashion Brand Example Post-purchase emails have generic review links. Most customers ignore them. Social proof on product pages is weak with only 2-3 old reviews while competitors have hundreds of testimonials. Solution: Adds form link to order confirmation emails 7 days post-delivery with incentive messaging. 500 customers submit testimonials in first month (10 percent response rate). AI identifies best testimonials for each product category. Result: Product pages updated with enthusiastic testimonials. Add-to-cart rate increases 65 percent. Customer uses discount code for repeat purchase. Posts social media content that brand reposts to followers. One testimonial workflow generates over 3500 dollars in attributed revenue. B2B Consulting Firm Example Proposals need client testimonials but they are trapped in old email threads. Asking clients feels awkward and time-consuming with no systematic collection process. Solution: Sends form link at project completion milestones via personal email from account manager. 22 of 30 clients submit testimonials (73 percent response rate). AI extracts ROI stories and specific results. Result: Testimonial added to proposal template addressing exact objection about being better than current firm. Close rate on proposals increases 30 percent. Client refers colleague who becomes high-value client. Full case study developed generates inbound leads. One testimonial workflow generates over 80000 dollars in new business. Online Course Creator Example Students post success stories in Facebook group and via email with no organized collection system. Website has only 3 old testimonials from 2 years ago. Low enrollment due to lack of social proof. Solution: Adds form link to course completion emails and shares in Facebook group with incentive. 180 students submit testimonials in first month (9 percent of students). AI identifies transformation stories and specific skills gained. Result: Testimonial added to course landing page as featured transformation story. Enrollment rate increases 55 percent as specific details address will-this-work objection. Student enrolls in advanced course using discount code. Testimonial shared in ads generates high ROAS. Workflow drives over 15000 dollars in additional course revenue. Healthcare Practice Example Patients verbally express gratitude but practice has only 15 online reviews. Need more social proof for website to attract new patients. Asking patients in-person feels pushy. Solution: Sends form link in post-appointment follow-up emails with clear HIPAA disclosure. Permission checkboxes for sharing testimonial publicly and using name and photo. 75 patients submit testimonials in first month. AI identifies compassionate care themes and specific improvements. Result: Testimonial added to service page. Inquiry rate increases 40 percent as testimonial addresses surgery fear objection. Patient agrees to video testimonial which becomes centerpiece of landing page. Multiple new patients mention seeing testimonial during consultations. One testimonial workflow generates multiple new patients and significant revenue. Practice review rating improves substantially. Pro Tips Timing is Everything: Send form 7-10 days after purchase or project completion when customers are still excited Incentivize Generously: 15-20 percent discount codes dramatically increase submission rates Make It Easy: Pre-fill customer information when possible and keep form under 10 fields Photo Requests Work: 60 percent of customers will upload headshots if you explain it increases credibility Video Follow-Ups: After receiving strong text testimonial, reach out personally to request video version Permission Clarity: Be explicit about where and how testimonials will be used Response Templates: Create templates for personal follow-ups to high-priority testimonials Quarterly Campaigns: Run testimonial collection campaigns quarterly with bonus rewards Showcase Submissions: Feature new testimonials in monthly newsletter A/B Test Formats: Test different testimonial layouts on website Industry Segmentation: Filter testimonials by industry for targeted landing pages NPS Integration: Send testimonial forms only to Promoters for higher quality submissions Social Proof Everywhere: Use testimonial snippets in email signatures and proposal templates Update Regularly: Refresh website testimonials quarterly to maintain relevance Track Attribution: Tag testimonials with UTM parameters when shared on social media Learning Resources This workflow demonstrates advanced automation including AI Agents for Content Optimization, Dynamic Reward Logic, Marketing Asset Generation, Sentiment Analysis, Data Organization, Multi-Channel Optimization, Customer Journey Mapping, Competitive Intelligence, Workflow Efficiency, and Permission Management. Business Impact Metrics Track these key metrics to measure success: Testimonial Collection Rate: Monitor percentage of customers who submit testimonials (target 10-15 percent) Submission Quality Score: Monitor average AI authenticity and sentiment scores (target 80 plus out of 100) Marketing Team Efficiency: Measure time saved finding and formatting testimonials (expect 10 plus hours per month saved) Conversion Rate Impact: A/B test pages with and without optimized testimonials (expect 30-50 percent lift) Reward Redemption Rate: Track percentage of customers who use thank-you coupon codes (typical 40-60 percent) Referral Generation: Count referrals attributed to testimonial thank-you emails (expect 3-5 percent referral rate) Social Media Engagement: Monitor engagement on testimonial posts versus other content (expect 2-3x higher) High-Priority Testimonial Ratio: Track percentage of testimonials rated high priority by AI (target 50-70 percent) Time to Marketing Use: Measure days from submission to live testimonial on website (aim for under 1 day) Customer Satisfaction: Survey customers about testimonial submission experience (target 90 percent plus positive) Template Compatibility Compatible with n8n version 1.0 and above Works with n8n Cloud and Self-Hosted No coding required for basic setup Fully customizable for industry-specific needs Ready to turn customers into brand advocates? Import this template and transform scattered testimonials into organized marketing assets with AI-powered analysis and automation!