Workflow Templates

Streamline your post-event analysis with this smart n8n workflow. Triggered by a simple webhook, it instantly gathers attendee and engagement data from your event platform, calculates key metrics, and uses AI to generate a polished, professional report. The final summary is emailed to stakeholders and saved securely in a database — all without manual effort. Perfect for conferences, webinars, and corporate events. 📧📈 Key Features Webhook triggered** – Starts instantly via HTTP POST request Multi-source data collection** – Fetches attendees & engagement metrics Advanced analytics** – Calculates attendance rates, engagement scores, top sessions AI-powered insights** – Uses GPT-4 to generate professional reports Auto-email delivery** – Sends report to stakeholders Database archiving** – Saves reports to PostgreSQL What it Analyzes Attendance rates & check-ins Average session time Engagement scores (polls, Q&A, networking) Top performing sessions Attendee breakdown (by role & company) AI-generated insights & recommendations Workflow Process The Webhook Trigger node starts the workflow when an HTTP POST request is received with event details. Get Attendees (GET)** pulls the list of registered and checked-in participants from your event system. Get Engagement Metrics (GET)** retrieves interaction data like poll responses, Q&A activity, and session views. Process Metrics** calculates key stats: attendance rate, average session duration, engagement score, and ranks top sessions. AI Generate Report** uses GPT-4 to create a clear, professional summary with insights and recommendations based on the data. AI Agent** coordinates data flow and prepares the final report structure using chat model and memory tools. Save to Database (Insert)** stores the full report and raw metrics in PostgreSQL for future reference. Send Report Email** automatically emails the AI-generated report to the specified recipient. Send Response** returns a confirmation back to the triggering system via webhook. Setup Instructions Import this JSON into n8n Configure credentials: Event API (for GET requests) OpenAI (GPT-4) SMTP (for email delivery) PostgreSQL (for data storage) Trigger via webhook with event data Receive comprehensive report via email within minutes! Prerequisites Event platform with REST API (for attendee & engagement data) OpenAI API key (GPT-4 access) SMTP server credentials (Gmail, SendGrid, etc.) PostgreSQL database with write access Example Webhook Payload { "eventId": "evt_123", "eventName": "Tech Summit 2025", "eventDate": "2025-10-29", "email": "manager@company.com" } Modification Options Add custom metrics in the Process Metrics node (e.g., NPS score, feedback sentiment) Change AI tone in AI Generate Report (formal, executive summary, or creative) Modify email template in Send Report Email with your branding Connect to different data sources by updating GET nodes Add Slack or Teams notification after Send Report Email Ready to automate your event reporting? Get in touch with us for custom n8n workflows!

WORKFLOW OVERVIEW This workflow is an AI-powered business intelligence agent designed for founders and business owners. It automatically collects key business metrics, calculates performance KPIs, applies decision logic, uses AI reasoning, and sends clear, actionable notifications — without dashboards or manual reports. Key Features: ✅ Aggregates multiple data sources (MSSQL, Google Analytics, Google Sheets) ✅ Calculates critical KPIs: ROAS, CAC, Revenue & User Growth ✅ Applies rule-based decision logic for business risk and opportunity detection ✅ AI-powered reasoning: summarizes insights and recommends actions ✅ Multi-channel notifications: Email, WhatsApp, Slack, Telegram ✅ Fully automated daily execution via Cron trigger ✅ Enterprise-ready: error handling, structured data, KPI validation Setup & Requirements: API access to data sources (MSSQL, Google Analytics, Google Sheets) OpenAI or Google Gemini API for AI reasoning Messaging integration: Gmail, Twilio (WhatsApp), Slack, Telegram Workflow Flow: Cron Trigger – runs daily at a chosen time Data Collection – revenue, users, marketing spend, website analytics Merge Node – combines all data sources Function Node – consolidates into a single JSON object KPI Calculation – calculates ROAS, CAC, growth rates Business Logic Engine – identifies risks and opportunities AI Reasoning Agent – summarizes insights, suggests actions Notification Formatter – builds founder-friendly message Notification Delivery – sends via WhatsApp, Email, Slack, or Telegram Example Data Formation These data below Getting from all different channels. `{ "revenue": 4290, "registeredUsers": 20, "totalUsers": 3, "adSpend": 800 }` Applies rule-based logic to detect potential risks or opportunities `{ "ROAS": 5.36, "CAC": 40, "agentStatus": "normal", "agentPriority": "low", "insights": ["Marketing campaigns are performing very well"] }` Workflow Highlights Fully automated, runs daily without human intervention Integrates multiple business data sources Converts raw data into KPIs for actionable insight Applies both rule-based logic and AI reasoning Generates concise, human-friendly notifications Sending notification to different channels.

Overview This automated workflow intelligently qualifies interior design leads, generates personalized client emails, and manages follow-up through a human-approval process. Built with n8n, Claude AI, Telegram approval, and Notion database integration. ⚠️ Hosting Options This template works with both n8n Cloud and self-hosted instances. Most nodes are native to n8n, making it cloud-compatible out of the box. What This Template Does Automated Lead Management Pipeline: Captures client intake form submissions from website or n8n forms AI-powered classification into HOT/WARM/COLD categories based on budget, project scope, and commitment indicators Generates personalized outreach emails tailored to each lead type Human approval workflow via Telegram for quality control Email revision capability for rejected drafts Automated client email delivery via Gmail Centralized lead tracking in Notion database Key Features ✅ Intelligent Lead Scoring: Analyzes 12+ data points including budget (AED), space count, project type, timeline, and style preferences ✅ Personalized Communication: AI-generated emails reference specific client details, demonstrating genuine understanding ✅ Quality Control: Human-in-the-loop approval via Telegram prevents errors before client contact ✅ Smart Routing: Different workflows for qualified leads (meeting invitations) vs. unqualified leads (respectful alternatives) ✅ Revision Loop: Rejected emails automatically route to revision agent for improvements ✅ Database Integration: All leads stored in Notion for pipeline tracking and analytics Use Cases Interior design firms managing high-volume lead intake Architecture practices with complex qualification criteria Home renovation companies prioritizing project value Any service business requiring budget-based lead scoring Sales teams needing approval workflows before client contact Prerequisites Required Accounts & API Keys: Anthropic Claude API - For AI classification and email generation Telegram Bot Token - For approval notifications Gmail Account - For sending client emails (or any SMTP provider) Notion Account - For lead database storage n8n Account - Cloud or self-hosted instance Technical Requirements: Basic understanding of n8n workflows Ability to create Telegram bots via BotFather Gmail app password or OAuth setup Notion database with appropriate properties Setup Instructions Step 1: Clone and Import Template Copy this template to your n8n instance (cloud or self-hosted) All nodes will appear as inactive - this is normal Step 2: Configure Form Trigger Open the Client Intake Form Trigger node Choose your trigger type: For n8n forms: Configure form fields matching the template structure For webhook: Copy webhook URL and integrate with your website form Required form fields: First Name, Second Name, Email, Contact Number Project Address, Project Type, Spaces Included Budget Range, Completion Date, Style Preferences Involvement Level, Previous Experience, Inspiration Links Step 3: Set Up Claude AI Credentials Obtain API key from https://console.anthropic.com In n8n: Create new credential → Anthropic → Paste API key Apply credential to these nodes: AI Lead Scoring Engine Personalized Client Outreach Email Generator Email Revision Agent Step 4: Configure Telegram Approval Bot Create bot via Telegram's @BotFather Copy bot token Get your Telegram Chat ID (use @userinfobot) In n8n: Create Telegram credential with bot token Configure Human-in-the-Loop Email Approval node: Add your Chat ID Customize approval message format if desired Step 5: Set Up Gmail Sending Enable 2-factor authentication on Gmail account Generate app password: Google Account → Security → App Passwords In n8n: Create Gmail credential using app password Configure Client Email Delivery node with sender details Step 6: Connect Notion Database Create Notion integration at https://www.notion.so/my-integrations Copy integration token Create database with these properties: Client Name (Title), Email (Email), Contact Number (Phone) Project Address (Text), Project Type (Multi-select) Spaces Included (Text), Budget (Select), Timeline (Date) Classification (Select: HOT/WARM/COLD), Confidence (Select) Estimated Value (Number), Status (Select) Share database with your integration In n8n: Add Notion credential → Paste token Configure Notion Lead Database Manager with database ID Step 7: Customize Classification Rules (Optional) Open AI Lead Scoring Engine node Review classification criteria in the prompt: HOT: 500k+ AED, full renovations, 2+ spaces WARM: 100k+ AED, 2+ spaces COLD: <100k AED OR single space Adjust thresholds to match your business requirements Modify currency if not using AED Step 8: Personalize Email Templates Open Personalized Client Outreach Email Generator node Customize: Company name and branding Signature placeholders ([Your Name], [Title], etc.) Tone and style preferences Alternative designer recommendations for COLD leads Step 9: Test the Workflow Activate the workflow Submit a test form with sample data Monitor each node execution in n8n Check Telegram for approval message Verify email delivery and Notion database entry Step 10: Set Up Error Handling (Recommended) Add error workflow trigger Configure notifications for failed executions Set up retry logic for API failures Workflow Node Breakdown 1. Client Intake Form Trigger Captures lead data from website forms or n8n native forms with all project details. 2. AI Lead Scoring Engine Analyzes intake data using structured logic: budget validation, space counting, and multi-factor evaluation. Returns HOT/WARM/COLD classification with confidence scores. 3. Lead Classification Router Routes leads into three priority workflows based on AI classification, optimizing resource allocation. 4. Sales Team Email Notifier Sends instant alerts to sales representatives with complete lead details and AI reasoning for internal tracking. 5. Personalized Client Outreach Email Generator AI-powered composer creating tailored responses demonstrating genuine understanding of client vision, adapted by lead type. 6. Latest Email Version Controller Captures most recent email output ensuring only final approved version proceeds to delivery. 7. Human-in-the-Loop Email Approval Telegram-based review checkpoint sending generated emails to team member for quality control before client delivery. 8. Approval Decision Router Evaluates reviewer's response, routing approved emails to client delivery or rejected emails to revision agent. 9. Email Revision Agent AI-powered editor refining rejected emails based on feedback while maintaining personalization and brand voice. 10. Client Email Delivery Sends final approved personalized emails demonstrating understanding of project vision with clear next steps. 11. Notion Lead Database Manager Records all potential clients with complete intake data, classification results, and tracking information for pipeline management. Customization Tips Adjust Classification Thresholds: Modify budget ranges and space requirements in the AI Lead Scoring Engine prompt to match your market and service level. Multi-Language Support: Update all AI agent prompts with instructions for your target language. Claude supports 100+ languages. Additional Routing: Add branches for special cases like urgent projects, VIP clients, or specific geographic regions. CRM Integration: Replace Notion with HubSpot, Salesforce, or Airtable using respective n8n nodes. SMS Notifications: Add Twilio node for immediate HOT lead alerts to mobile devices. Troubleshooting Issue: Telegram approval not received Verify bot token is correct Confirm chat ID matches your Telegram account Check bot is not blocked Issue: Claude API errors Verify API key validity and credits Check prompt length isn't exceeding token limits Review rate limits on your Anthropic plan Issue: Gmail not sending Confirm app password (not regular password) is used Check "Less secure app access" if using older method Verify daily sending limits not exceeded Issue: Notion database not updating Confirm integration has access to database Verify property names match exactly (case-sensitive) Check property types align with data being sent Template Metrics Execution Time**: ~30-45 seconds per lead (including AI processing) API Calls**: 2-3 Claude requests per lead (classification + email generation, +1 if revision) Cost Estimate**: ~$0.05-0.15 per lead processed (based on Claude API pricing) Support & Community n8n Community Forum**: https://community.n8n.io Template Issues**: Report bugs or suggest improvements via n8n template feedback Claude Documentation**: https://docs.anthropic.com Notion API Docs**: https://developers.notion.com License This template is provided as-is under MIT license. Modify and adapt freely for your business needs. Version: 1.0 Last Updated: October 2025 Compatibility: n8n v1.0+ (Cloud & Self-Hosted), Claude API v2024-10+

Simplify financial oversight with this automated n8n workflow. Triggered daily, it fetches cash flow and expense data from a Google Sheet, analyzes inflows and outflows, validates records, and generates a comprehensive daily report. The workflow sends multi-channel notifications via email and Slack, ensuring finance professionals stay updated with real-time financial insights. 💸📧 Key Features Daily automation keeps cash flow tracking current. Analyzes inflows and outflows for actionable insights. Multi-channel alerts enhance team visibility. Logs maintain a detailed record in Google Sheets. Workflow Process The Every Day node triggers a daily check at a set time. Get Cash Flow Data** retrieves financial data from a Google Sheet. Analyze Inflows & Outflows** processes the data to identify trends and totals. Validate Records** ensures all entries are complete and accurate. If records are valid, it branches to: Sends Email Daily Report to finance team members. Send Slack Alert to notify the team instantly. Logs to Sheet** appends the summary data to a Google Sheet for tracking. Setup Instructions Import the workflow into n8n and configure Google Sheets OAuth2 for data access. Set the daily trigger time (e.g., 9:00 AM IST) in the "Every Day" node. Test the workflow by adding sample cash flow data and verifying reports. Adjust analysis parameters as needed for specific financial metrics. Prerequisites Google Sheets OAuth2 credentials Gmail API Key for email reports Slack Bot Token (with chat:write permissions) Structured financial data in a Google Sheet Google Sheet Structure: Create a sheet with columns: Date Cash Inflow Cash Outflow Category Notes Updated At Modification Options Customize the "Analyze Inflows & Outflows" node to include custom financial ratios. Adjust the "Validate Records" filter to flag anomalies or missing data. Modify email and Slack templates with branded formatting. Integrate with accounting tools (e.g., Xero) for live data feeds. Set different trigger times to align with your financial review schedule. Discover more workflows – Get in touch with us

Introduction Automate peer review assignment and grading with AI-powered evaluation. Designed for educators managing collaborative assessments efficiently. How It Works Webhook receives assignments, distributes them, AI generates review rubrics, emails reviewers, collects responses, calculates scores, stores results, emails reports, updates dashboards, and posts analytics to Slack. Workflow Template Webhook → Store Assignment → Distribute → Generate Review Rubric → Notify Slack → Email Reviewers → Prepare Response → Calculate Score → Store Results → Check Status → Generate Report → Email Report → Update Dashboard → Analytics → Post to Slack → Respond to Webhook Workflow Steps Receive & Store: Webhook captures assignments, stores data. Distribute & Generate: Assigns peer reviewers, AI creates rubrics. Notify & Email: Alerts via Slack, sends review requests. Collect & Score: Gathers responses, calculates peer scores. Report & Update: Generates reports, emails results, updates dashboard. Analyze & Alert: Posts analytics to Slack, confirms completion. Setup Instructions Webhook & Storage: Configure endpoint, set up database. AI Configuration: Add OpenAI key, customize rubric prompts. Communication: Connect Gmail, Slack credentials. Dashboard: Link analytics platform, configure metrics. Prerequisites OpenAI API key Gmail account Slack workspace Database or storage system Dashboard tool Use Cases University peer review assignments Corporate training evaluations Research paper assessments Customization Multi-round review cycles Custom scoring algorithms Benefits Eliminates manual distribution Ensures consistent evaluation

Introduction Automates scholarship tracking by scraping university sites, assessing eligibility via AI, and publishing results to WordPress or Slack. Eliminates manual searches for students, counselors, and education platforms, enabling scalable curation and timely notifications. How it Works Webhook triggers parallel scraping of NUS, NTU, SIT, SUTD → merge data → AI evaluates eligibility → aggregate qualified scholarships → generate summaries → post to WordPress/Slack → send email notifications with appeal options. Setup Steps Configure OpenAI credentials and eligibility prompt template Update HTTP requests with university URLs and selectors Add WordPress site URL and API credentials Create Slack webhook and notification channel Configure Gmail/SMTP for email notifications Workflow Webhook → Scrape 4 Universities (Parallel) → Merge Data → Prepare Context → AI Eligibility Check → Aggregate Results → Generate Summary → Check Status → Publish Slack/Email/WordPress → Handle Appeals Workflow Steps Scraping: Fetch scholarship pages from four universities simultaneously Merge: Combine data into a unified dataset AI Processing: Analyze eligibility criteria, deadlines against student profile Aggregation: Consolidate qualified scholarships with match scores Publishing: Post to WordPress, send Slack/email with results Appeals: Webhook handles rejection appeals with AI review Prerequisites OpenAI API key, WordPress site with REST API, Slack workspace with webhook, Gmail/SMTP credentials, student profile data (GPA, citizenship, major) Use Cases Counselors automating recommendations for 100+ students, financial aid offices aggregating departmental opportunities Customization Add universities (SMU, SUSS, international institutions), include government schemes (MOE, Edusave, Mendaki) Benefits Saves 10+ hours weekly per counselor, monitors 50+ scholarships automatically, provides AI eligibility matching (85%+ accuracy)

Automated Email Order Tracking System with AI Classification and Notion Sync Overview ⚠️ Self-Hosted Solution Required This workflow requires a self-hosted n8n instance with active integrations for Gmail, Google Gemini AI, OpenAI, and Notion. API credentials and database IDs must be configured before use. Template Image Description This intelligent automation system monitors your Gmail inbox for order-related emails, extracts key order information using AI, and automatically syncs the data to a Notion database for centralized order tracking. Perfect for individuals managing multiple e-commerce accounts or small businesses tracking customer orders across various platforms (Amazon, Noon, Namshi, etc.). What This Workflow Does Email Monitoring: Continuously monitors Gmail inbox for new incoming emails Smart Classification: Uses AI to identify order-related emails (confirmations, shipping notifications, delivery updates) Intelligent Extraction: Parses email content to extract order details (order number, items, prices, status, delivery info) Database Synchronization: Automatically creates or updates Notion database records with order information Status Tracking: Monitors order progression through stages (Ordered → Shipped → Out for Delivery → Delivered) Key Features Multi-vendor support**: Works with any e-commerce platform (Amazon, Noon, Carrefour, Namshi, etc.) Duplicate prevention**: Searches existing records before creating new entries Smart updates**: Only modifies records when order status actually changes Status validation**: Detects backward status changes (potential returns/reshipments) Graceful error handling**: Handles missing data and optional fields intelligently Timestamped history**: Maintains audit trail of all status changes Technologies Used Gmail Trigger**: Email monitoring JavaScript Code**: Email content classification with pattern matching Google Gemini AI / OpenAI**: Natural language processing for order extraction Structured Output Parser**: JSON formatting and validation Notion API**: Database search, create, and update operations Prerequisites Before setting up this workflow, ensure you have: Self-hosted n8n instance (version 1.0.0 or higher) Gmail account with IMAP access enabled Google Gemini API key OR OpenAI API key Notion workspace with: Integration access configured Database created with the required schema (see below) Integration token/API key Notion Database Schema Create a Notion database with the following properties: Required Properties | Property Name | Type | Description | |--------------|------|-------------| | Name of the Item | Title | Product/item name | | Order Number | Text | Unique order identifier | | Quantity | Number | Number of items | | Expected Date | Date or Text | Expected delivery date | | Order Status | Select | Options: Ordered, Shipped, Out for Delivery, Delivered | Optional Properties (Recommended) | Property Name | Type | Description | |--------------|------|-------------| | Vendor | Select | E-commerce platform (Amazon, Noon, etc.) | | Customer Name | Rich Text | Order recipient name | | Price | Number or Rich Text | Item price | | Order Total | Number | Total order amount | | Currency | Select | Currency code (AED, USD, SAR, etc.) | | Delivery Location | Rich Text | Delivery city/address | | Notes | Rich Text | Status change history | | Created Date | Created Time | Auto-populated by Notion | | Last Updated | Last Edited Time | Auto-populated by Notion | Setup Instructions Step 1: Import the Workflow Copy the workflow JSON from this template In your n8n instance, go to Workflows → Add Workflow → Import from File/URL Paste the JSON and click Import Step 2: Configure Gmail Trigger Click on the Gmail Trigger node Click Create New Credential Follow the OAuth authentication flow to connect your Gmail account Configure trigger settings: Trigger On: Message Received Filters: (Optional) Add label filters to monitor specific folders Step 3: Configure AI Model (Choose One) Option A: Google Gemini AI Click on the Google Gemini AI Model node Click Create New Credential Enter your Gemini API key (obtain from Google AI Studio) Select model: gemini-1.5-pro or gemini-1.5-flash Option B: OpenAI Click on the OpenAI Chat Model node Click Create New Credential Enter your OpenAI API key (obtain from OpenAI Platform) Select model: gpt-4o or gpt-4-turbo Step 4: Update Email Classification Node Click on the Check Email Type node (JavaScript code) Review the classification patterns (pre-configured for common e-commerce emails) (Optional) Add custom keywords specific to your vendors Step 5: Configure Notion Integration 5.1: Create Notion Integration Go to Notion Integrations Click New Integration Name it (e.g., "n8n Order Tracker") Select your workspace Copy the Internal Integration Token 5.2: Share Database with Integration Open your Notion order database Click Share → Invite Search for your integration name and select it Grant Edit permissions 5.3: Get Database ID Open your Notion database in browser Copy the database ID from the URL: https://notion.so/workspace/DATABASE_ID?v=... ^^^^^^^^^^^^ 5.4: Configure Notion Nodes Click on Search a database in Notion node Click Create New Credential Paste your Integration Token In the node parameters: Database ID: Paste your database ID Filter: Set to search by Order Number property Repeat credential setup for Create a database page in Notion and Update a database page in Notion nodes Step 6: Update Agent Prompts Click on the Email Classification and Extraction Agent node Review the system prompt (pre-configured for common order emails) Update the {{$now}} variable if using a different timezone (Optional) Customize extraction rules for specific vendors Click on the Order Database Sync Agent node Replace {{notion_database_id}} with your actual database ID in the prompt Review status handling logic Step 7: Test the Workflow Click Execute Workflow to activate it Send yourself a test order confirmation email Monitor the execution: Check if email was classified correctly Verify extraction output in the AI agent node Confirm Notion database was updated Review your Notion database for the new/updated record Step 8: Activate for Production Click Active toggle in the top-right corner The workflow will now run automatically for new emails Monitor executions in the Executions tab Workflow Node Descriptions Email Trigger Monitors Gmail inbox for new incoming emails and triggers the workflow when a message is received. Check Email Type JavaScript code node that analyzes email content using pattern matching to identify order-related emails based on keywords, order numbers, and shipping terminology. Email Router (IF Node) Routes emails based on classification results: TRUE branch**: Order-related emails proceed to extraction FALSE branch**: Non-order emails are filtered out (no action) Email Classification and Extraction Agent AI-powered parser using Google Gemini or OpenAI to extract structured order information: Order number, items, prices, quantities Order status (Ordered/Shipped/Out for Delivery/Delivered) Customer name, delivery location, expected dates Vendor identification Structured Output Parser Validates and formats AI extraction output into clean JSON for downstream processing. Search a database in Notion Queries the Notion database by order number to check if a record already exists, preventing duplicates. Order Database Sync Agent Intelligent database manager that decides whether to create new records or update existing ones based on search results and status comparison. Create a database page in Notion Adds new order records to Notion when no existing record is found. Update a database page in Notion Modifies existing records when order status changes, appending timestamped notes for audit history. No Action Taken Terminates workflow branch for non-order emails with no further processing. Customization Options Add More Vendors Edit the Check Email Type node to add vendor-specific keywords: const customVendors = [ 'your-vendor-name', 'vendor-domain.com' ]; Modify Status Values Update the Email Classification and Extraction Agent prompt to add custom status values or change status progression logic. Add Email Notifications Insert a Send Email node after database sync to receive notifications for status changes. Filter by Labels Configure Gmail Trigger to monitor only specific labels (e.g., "Orders", "Shopping"). Multi-Database Support Duplicate the Notion sync section to route different vendors to separate databases. Troubleshooting Email not being classified as order Check the Check Email Type node output Add vendor-specific keywords to the classification patterns Review email content for order indicators AI extraction returning empty data Verify AI model credentials are valid Check if email content is being passed correctly Review the extraction prompt for compatibility with email format Notion database not updating Confirm integration has edit permissions on the database Verify database ID is correct in all Notion nodes Check that property names in the workflow match your Notion schema exactly Duplicate records being created Ensure Search a database in Notion node is filtering by Order Number Verify the search results are being evaluated correctly in the sync agent Status not updating Check if the Order Database Sync Agent is comparing current vs new status Review the status comparison logic in the agent prompt Performance Considerations Email Volume**: This workflow processes each email individually. For high-volume inboxes, consider adding filters or label-based routing. AI Costs**: Each email classification uses AI tokens. Monitor your API usage and costs. Rate Limits**: Notion API has rate limits (3 requests/second). The workflow handles this gracefully with built-in error handling. Privacy & Security All email content is processed through AI APIs (Google/OpenAI) - review their privacy policies Notion data is stored in your workspace with your configured permissions No data is stored or logged outside your n8n instance, AI provider, and Notion workspace Consider using self-hosted AI models for sensitive order information Support & Contributions Found a bug or have a suggestion? Please open an issue or contribute improvements to this template! License This template is provided as-is under the MIT License. Feel free to modify and distribute as needed. Credits Created for the n8n community to streamline e-commerce order tracking across multiple platforms.

Description Automate your GoHighLevel (GHL) client onboarding process from the moment a deal is marked as “Won.” This workflow seamlessly generates client folders in Google Drive, duplicates contract and kickoff templates, schedules kickoff calls, sends branded welcome emails, creates onboarding tasks in GHL, and notifies your team in Slack. 🚀📂📧📅💬 What This Template Does Triggers automatically when an opportunity is marked as Won in GHL 🏆 Validates and formats client data to ensure clean records 🔍 Creates structured client folders in Google Drive 📂 Copies contract & kickoff deck templates with client-specific naming 📝 Sends personalized welcome email via Gmail ✉️ Schedules kickoff call in Google Calendar 📅 Creates onboarding tasks in GHL for account managers ✅ Sends Slack notifications to keep your team informed instantly 💬 Catches errors and sends alerts to a Slack error channel 🚨 Key Benefits Saves 30–45 minutes per onboarding ⏱️ Eliminates manual data entry and human errors 🧹 Guarantees consistent client experience across all deals 🤝 Automates document creation & sharing 📄 Ensures team visibility and faster response times 📲 Built-in validation and error handling for reliability 🔐 Features Webhook-based trigger from GoHighLevel ⚡ Automatic client data formatting and validation 🛠️ Google Drive folder & document automation with templates 📂 Personalized Gmail welcome email with branding ✉️ Automated kickoff call scheduling in Google Calendar 📅 Task creation in GHL for seamless follow-up 📌 Slack notifications for both success and error handling 💬 Error channel with detailed failure reports 🚨 Requirements n8n instance (cloud or self-hosted) GoHighLevel account with API access 🔑 Google Workspace (Drive, Gmail, Calendar) 📊 Slack workspace with Bot Token & channel access 💬 Pre-created contract and kickoff deck templates in Google Drive 📄 Target Audience Agencies & consultants using GoHighLevel for client management 🏢 Sales teams wanting instant onboarding after a deal closes 💰 Operations teams seeking consistent and repeatable onboarding flows ⚙️ Account managers who need structured onboarding tasks ✅ Businesses scaling client onboarding and reducing manual workload 🚀 Step-by-Step Setup Instructions Configure GHL webhook → Trigger on “Opportunity Status Changed = Won.” Connect your GHL API credentials (OAuth2 or API key). Add Google Drive OAuth2 credentials → Set parent folder ID & template IDs. Configure Gmail OAuth2 → Replace hardcoded email with client email variable. Connect Google Calendar → Select the calendar for kickoff calls. Connect Slack API → Choose channels for onboarding updates and errors. Update template IDs for contract and kickoff deck in the workflow. Import workflow into n8n, map credentials, and test once. Enable workflow → onboarding is now fully automated. ✅

Network Vulnerability Scanner (used NMAP as engine) with Automated CVE Report Workflow Overview This n8n workflow provides comprehensive network vulnerability scanning with automated CVE enrichment and professional report generation. It performs Nmap scans, queries the National Vulnerability Database (NVD) for CVE information, generates detailed HTML/PDF reports, and distributes them via Telegram and email. Key Features Automated Network Scanning**: Full Nmap service and version detection scan CVE Enrichment**: Automatic vulnerability lookup using NVD API CVSS Scoring**: Vulnerability severity assessment with CVSS v3.1/v3.0 scores Professional Reporting**: HTML reports with detailed findings and recommendations PDF Generation**: Password-protected PDF reports using Prince XML Multi-Channel Distribution**: Telegram and email delivery Multiple Triggers**: Webhook API, web form, manual execution, scheduled scans Rate Limiting**: Respects NVD API rate limits Comprehensive Data**: Service detection, CPE matching, CVE details with references Use Cases Regular security audits of network infrastructure Compliance scanning for vulnerability management Penetration testing reconnaissance phase Asset inventory with vulnerability context Continuous security monitoring Vulnerability assessment reporting for management DevSecOps integration for infrastructure testing Setup Instructions Prerequisites Before setting up this workflow, ensure you have: System Requirements n8n instance (self-hosted) with command execution capability Alpine Linux base image (or compatible Linux distribution) Minimum 2 GB RAM (4 GB recommended for large scans) 2 GB free disk space for dependencies Network access to scan targets Internet connectivity for NVD API Required Knowledge Basic networking concepts (IP addresses, ports, protocols) Understanding of CVE/CVSS vulnerability scoring Nmap scanning basics External Services Telegram Bot (optional, for Telegram notifications) Email server / SMTP credentials (optional, for email reports) NVD API access (public, no API key required but rate-limited) Step 1: Understanding the Workflow Components Core Dependencies Nmap: Network scanner Purpose: Port scanning, service detection, version identification Usage: Performs TCP SYN scan with service/version detection nmap-helper: JSON conversion tool Repository: https://github.com/net-shaper/nmap-helper Purpose: Converts Nmap XML output to JSON format Prince XML: HTML to PDF converter Website: https://www.princexml.com Version: 16.1 (Alpine 3.20) Purpose: Generates professional PDF reports from HTML Features: Password protection, print-optimized formatting NVD API: Vulnerability database Endpoint: https://services.nvd.nist.gov/rest/json/cves/2.0 Purpose: CVE information, CVSS scores, vulnerability descriptions Rate Limit: Public API allows limited requests per minute Documentation: https://nvd.nist.gov/developers Step 2: Telegram Bot Configuration (Optional) If you want to receive reports via Telegram: Create Telegram Bot Open Telegram and search for @BotFather Start a chat and send /newbot Follow prompts: Bot name: Network Scanner Bot (or your choice) Username: network_scanner_bot (must end with 'bot') BotFather will provide: Bot token: 123456789:ABCdefGHIjklMNOpqrsTUVwxyz (save this) Bot URL: https://t.me/your_bot_username Get Your Chat ID Start a chat with your new bot Send any message to the bot Visit: https://api.telegram.org/bot<YOUR_BOT_TOKEN>/getUpdates Find your chat ID in the response Save this chat ID (e.g., 123456789) Alternative: Group Chat ID For sending to a group: Add bot to your group Send a message in the group Check getUpdates URL Group chat IDs are negative: -1001234567890 Add Credentials to n8n Navigate to Credentials in n8n Click Add Credential Select Telegram API Fill in: Access Token: Your bot token from BotFather Click Save Test connection if available Step 3: Email Configuration (Optional) If you want to receive reports via email: Add SMTP Credentials to n8n Navigate to Credentials in n8n Click Add Credential Select SMTP Fill in: Host: SMTP server address (e.g., smtp.gmail.com) Port: SMTP port (587 for TLS, 465 for SSL, 25 for unencrypted) User: Your email username Password: Your email password or app password Secure: Enable for TLS/SSL Click Save Gmail Users: Enable 2-factor authentication Generate app-specific password: https://myaccount.google.com/apppasswords Use app password in n8n credential Step 4: Import and Configure Workflow Configure Basic Parameters Locate "1. Set Parameters" Node: Click the node to open settings Default configuration: network: Input from webhook/form/manual trigger timestamp: Auto-generated (format: yyyyMMdd_HHmmss) report_password: Almafa123456 (change this!) Change Report Password: Edit report_password assignment Set strong password: 12+ characters, mixed case, numbers, symbols This password will protect the PDF report Save changes Step 5: Configure Notification Endpoints Telegram Configuration Locate "14/a. Send Report in Telegram" Node: Open node settings Update fields: Chat ID: Replace -123456789012 with your actual chat ID Credentials: Select your Telegram credential Save changes Message customization: Current: Sends PDF as document attachment Automatic filename: vulnerability_report_<timestamp>.pdf No caption by default (add if needed) Email Configuration Locate "14/b. Send Report in Email with SMTP" Node: Open node settings Update fields: From Email: report.creator@example.com → Your sender email To Email: report.receiver@example.com → Your recipient email Subject: Customize if needed (default includes network target) Text: Email body message Credentials: Select your SMTP credential Save changes Multiple Recipients: Change toEmail field to comma-separated list: admin@example.com, security@example.com, manager@example.com Add CC/BCC: In node options, add: cc: Carbon copy recipients bcc: Blind carbon copy recipients Step 6: Configure Triggers The workflow supports 4 trigger methods: Trigger 1: Webhook API (Production) Locate "Webhook" Node: Path: /vuln-scan Method: POST Response: Immediate acknowledgment "Process started!" Async: Scan runs in background Trigger 2: Web Form (User-Friendly) Locate "On form submission" Node: Path: /webhook-test/form/target Method: GET (form display), POST (form submit) Form Title: "Add scan parameters" Field: network (required) Form URL: https://your-n8n-domain.com/webhook-test/form/target Users can: Open form URL in browser Enter target network/IP Click submit Receive confirmation Trigger 3: Manual Execution (Testing) Locate "Manual Trigger" Node: Click to activate Opens workflow with "Pre-Set-Target" node Default target: scanme.nmap.org (Nmap's official test server) To change default target: Open "Pre-Set-Target" node Edit network value Enter your test target Save changes Trigger 4: Scheduled Scans (Automated) Locate "Schedule Trigger" Node: Default: Daily at 1:00 AM Uses "Pre-Set-Target" for network To change schedule: Open node settings Modify trigger time: Hour: 1 (1 AM) Minute: 0 Day of week: All days (or select specific days) Save changes Schedule Examples: Every day at 3 AM: Hour: 3, Minute: 0 Weekly on Monday at 2 AM: Hour: 2, Day: Monday Twice daily (8 AM, 8 PM): Create two Schedule Trigger nodes Step 7: Test the Workflow Recommended Test Target Use Nmap's official test server for initial testing: Target**: scanme.nmap.org Purpose**: Official Nmap testing server Safe**: Designed for scanning practice Permissions**: Public permission to scan Important: Never scan targets without permission. Unauthorized scanning is illegal. Manual Test Execution Open workflow in n8n editor Click Manual Trigger node to select it Click Execute Workflow button Workflow will start with scanme.nmap.org as target Monitor Execution Watch nodes turn green as they complete: Need to Add Helper?: Checks if nmap-helper installed Add NMAP-HELPER: Installs helper (if needed, ~2-3 minutes) Optional Params Setter: Sets scan parameters 2. Execute Nmap Scan: Runs scan (5-30 minutes depending on target) 3. Parse NMAP JSON to Services: Extracts services (~1 second) 5. CVE Enrichment Loop: Queries NVD API (1 second per service) 8-10. Report Generation: Creates HTML/PDF reports (~5-10 seconds) 12. Convert to PDF: Generates password-protected PDF (~10 seconds) 14a/14b. Distribution: Sends reports Check Outputs Click nodes to view outputs: Parse NMAP JSON**: View discovered services CVE Enrichment**: See vulnerabilities found Prepare Report Structure**: Check statistics Read Report PDF**: Download report to verify Verify Distribution Telegram: Open Telegram chat with your bot Check for PDF document Download and open with password Email: Check inbox for report email Verify subject line includes target network Download PDF attachment Open with password How to Use Understanding the Scan Process Initiating Scans Method 1: Webhook API Use curl or any HTTP client and add "network" parameter in a POST request. Response: Process started! Scan runs asynchronously. You'll receive results via configured channels (Telegram/Email). Method 2: Web Form Open form URL in browser: https://your-n8n.com/webhook-test/form/target Fill in form: network: Enter target (IP, range, domain) Click Submit Receive confirmation Wait for report delivery Advantages: No command line needed User-friendly interface Input validation Good for non-technical users Method 3: Manual Execution For testing or one-off scans: Open workflow in n8n Edit "Pre-Set-Target" node: Change network value to your target Click Manual Trigger node Click Execute Workflow Monitor progress in real-time Advantages: See execution in real-time Debug issues immediately Test configuration changes View intermediate outputs Method 4: Scheduled Scans For regular, automated security audits: Configure "Schedule Trigger" node with desired time Configure "Pre-Set-Target" node with default target Activate workflow Scans run automatically on schedule Advantages: Automated security monitoring Regular compliance scans No manual intervention needed Consistent scheduling Scan Targets Explained Supported Target Formats Single IP Address: 192.168.1.100 10.0.0.50 CIDR Notation (Subnet): 192.168.1.0/24 # Scans 192.168.1.0-255 (254 hosts) 10.0.0.0/16 # Scans 10.0.0.0-255.255 (65534 hosts) 172.16.0.0/12 # Scans entire 172.16-31.x.x range IP Range: 192.168.1.1-50 # Scans 192.168.1.1 to 192.168.1.50 10.0.0.1-10.0.0.100 # Scans across range Multiple Targets: 192.168.1.1,192.168.1.2,192.168.1.3 Hostname/Domain: scanme.nmap.org example.com server.local Choosing Appropriate Targets Development/Testing: Use scanme.nmap.org (official test target) Use your own isolated lab network Never scan public internet without permission Internal Networks: Use CIDR notation for entire subnets Scan DMZ networks separately from internal Consider network segmentation in scan design Understanding Report Contents Report Structure The generated report includes: 1. Executive Summary: Total hosts discovered Total services identified Total vulnerabilities found Severity breakdown (Critical, High, Medium, Low, Info) Scan date and time Target network 2. Overall Statistics: Visual dashboard with key metrics Severity distribution chart Quick risk assessment 3. Detailed Findings by Host: For each discovered host: IP address Hostname (if resolved) List of open ports and services Service details: Port number and protocol Service name (e.g., http, ssh, mysql) Product (e.g., Apache, OpenSSH, MySQL) Version (e.g., 2.4.41, 8.2p1, 5.7.33) CPE identifier 4. Vulnerability Details: For each vulnerable service: CVE ID**: Unique vulnerability identifier (e.g., CVE-2021-44228) Severity**: CRITICAL / HIGH / MEDIUM / LOW / INFO CVSS Score**: Numerical score (0.0-10.0) Published Date**: When vulnerability was disclosed Description**: Detailed vulnerability explanation References**: Links to advisories, patches, exploits 5. Recommendations: Immediate actions (patch critical/high severity) Long-term improvements (security processes) Best practices Vulnerability Severity Levels CRITICAL (CVSS 9.0-10.0): Color: Red Characteristics: Remote code execution, full system compromise Action: Immediate patching required Examples: Log4Shell, EternalBlue, Heartbleed HIGH (CVSS 7.0-8.9): Color: Orange Characteristics: Significant security impact, data exposure Action: Patch within days Examples: SQL injection, privilege escalation, authentication bypass MEDIUM (CVSS 4.0-6.9): Color: Yellow Characteristics: Moderate security impact Action: Patch within weeks Examples: Information disclosure, denial of service, XSS LOW (CVSS 0.1-3.9): Color: Green Characteristics: Minor security impact Action: Patch during regular maintenance Examples: Path disclosure, weak ciphers, verbose error messages INFO (CVSS 0.0): Color: Blue Characteristics: No vulnerability found or informational Action: No action required, awareness only Examples: Service version detected, no known CVEs Understanding CPE CPE (Common Platform Enumeration): Standard naming scheme for IT products Used for CVE lookup in NVD database Workflow CPE Handling: Nmap detects service and version Nmap provides CPE (if in database) Workflow uses CPE to query NVD API NVD returns CVEs associated with that CPE Special case: nginx vendor fixed from igor_sysoev to nginx Working with Reports Accessing HTML Report Location: /tmp/vulnerability_report_<timestamp>.html Viewing: Open in web browser directly from n8n Click "11. Read Report for Output" node Download HTML file Open locally in any browser Advantages: Interactive (clickable links) Searchable text Easy to edit/customize Smaller file size Accessing PDF Report Location: /tmp/vulnerability_report_<timestamp>.pdf Password: Default: Almafa123456 (configured in "1. Set Parameters") Change in workflow before production use Required to open PDF Opening PDF: Receive PDF via Telegram or Email Open with PDF reader (Adobe, Foxit, Browser) Enter password when prompted View, print, or share Advantages: Professional appearance Print-optimized formatting Password protection Portable (works anywhere) Preserves formatting Report Customization Change Report Title: Open "8. Prepare Report Structure" node Find metadata object Edit title and subtitle fields Customize Styling: Open "9. Generate HTML Report" node Modify CSS in <style> section Change colors, fonts, layout Add Company Logo: Edit HTML generation code Add `` tag in header section Include base64-encoded logo or URL Modify Recommendations: Open "9. Generate HTML Report" node Find Recommendations section Edit recommendation text Scanning Ethics and Legality Authorization is Mandatory: Never scan networks without explicit written permission Unauthorized scanning is illegal in most jurisdictions Can result in criminal charges and civil liability Scope Definition: Document approved scan scope Exclude out-of-scope systems Maintain scan authorization documents Notification: Inform network administrators before scans Provide scan window and source IPs Have emergency contact procedures Safe Targets for Testing: scanme.nmap.org: Official Nmap test server Your own isolated lab network Cloud instances you own Explicitly authorized environments Compliance Considerations PCI DSS: Quarterly internal vulnerability scans required Scan all system components Re-scan after significant changes Document scan results HIPAA: Regular vulnerability assessments required Risk analysis and management Document remediation efforts ISO 27001: Vulnerability management process Regular technical vulnerability scans Document procedures NIST Cybersecurity Framework: Identify vulnerabilities (DE.CM-8) Maintain inventory Implement vulnerability management License and Credits Workflow: Created for n8n workflow automation Free for personal and commercial use Modify and distribute as needed No warranty provided Dependencies: Nmap**: GPL v2 - https://nmap.org nmap-helper**: Open source - https://github.com/net-shaper/nmap-helper Prince XML**: Commercial license required for production use - https://www.princexml.com NVD API**: Public API by NIST - https://nvd.nist.gov Third-Party Services: Telegram Bot API: https://core.telegram.org/bots/api SMTP: Standard email protocol Support For Nmap issues: Documentation: https://nmap.org/book/ Community: https://seclists.org/nmap-dev/ For NVD API issues: Status page: https://nvd.nist.gov Contact: https://nvd.nist.gov/general/contact For Prince XML issues: Documentation: https://www.princexml.com/doc/ Support: https://www.princexml.com/doc/help/ Workflow Metadata External Dependencies**: Nmap, nmap-helper, Prince XML, NVD API License**: Open for modification and commercial use Security Disclaimer This workflow is provided for legitimate security testing and vulnerability assessment purposes only. Users are solely responsible for ensuring they have proper authorization before scanning any network or system. Unauthorized network scanning is illegal and unethical. The authors assume no liability for misuse of this workflow or any damages resulting from its use. Always obtain written permission before conducting security assessments.

Who is this for? This template is designed for B2B sales teams, recruiters, and business development professionals who want to identify sales opportunities by monitoring hiring signals from target companies. It's particularly useful for: Sales teams selling HR tech, recruitment software, or staffing services Consultancies offering technical talent or project-based work Any B2B company that uses "intent data" from job postings to time their outreach What this workflow does This workflow automates the entire process of monitoring job postings and converting hiring signals into actionable sales leads: Daily Job Scraping: Automatically scrapes job postings from Google Jobs, LinkedIn, and Indeed for your target companies using Apify actors Data Normalization: Standardizes job data from multiple sources into a unified format Keyword Filtering: Filters jobs based on your target keywords to identify relevant opportunities AI-Powered Analysis: Uses GPT-4o to analyze each qualified job posting and generate: Inferred pain points from the hiring signal Strategic sales approach angles Urgency scoring (1-10) Ready-to-send cold email drafts Slack Notifications: Sends real-time alerts with AI insights to your sales channel Weekly Reports: Generates comprehensive trend analysis reports every Monday with AI-powered insights Setup Google Sheets: Create a spreadsheet with 4 sheets: Target Companies (columns: Company Name, Target Keywords, My Solution) Raw Jobs (for all scraped jobs) Qualified Leads (for filtered opportunities) Weekly Reports (for trend analysis) Apify: Set up accounts and get Actor IDs for: Google Jobs Scraper LinkedIn Jobs Scraper Indeed Scraper Credentials: Connect your Google Sheets, Slack, Gmail, OpenAI, and Apify credentials Configuration: Update the placeholder values in the workflow for your specific IDs and channel names Requirements n8n instance (self-hosted or cloud) Apify account with credits OpenAI API key (GPT-4o access) Google Sheets access Slack workspace (optional, for notifications) Gmail account (optional, for email reports) Customization Adjust maxJobsPerSource and daysToCheck in the Configuration node Modify AI prompts to match your sales style and language preferences Add or remove job sources based on your needs Customize Slack message format and notification triggers

Overview Stop struggling with content creation for your e-commerce store. This workflow acts as your automated AI Content Marketer, instantly transforming your Shopify product details into high-quality, SEO-optimized blog posts. It handles everything from reading product data to writing the article and uploading it directly to your store as a draft. What this workflow does Fetches Product Data: Automatically pulls product titles and descriptions directly from your Shopify store (configurable limit). Data Logging: Backs up the raw product data into Google Sheets for record-keeping before processing. AI SEO Writing: Uses a powerful LLM (via OpenRouter/DeepSeek) to write a complete, engaging blog post based on the product's features. It generates an SEO-friendly title and formats the body content in clean HTML (headings, bullet points, etc.). Smart Parsing: A custom Code node ensures the AI's output is strictly formatted as JSON, separating the Blog Title from the Blog Content to prevent errors. Auto-Drafting in Shopify: Uploads the generated article directly to your specific Shopify Blog ID as a "Draft" (so you can review it before publishing). Email Notification: Sends a confirmation email via Gmail to let you know your new blog posts are ready for review. Setup Requirements To run this workflow, you will need to set up credentials in n8n for the following services: Shopify Admin API: To fetch products and create articles. (You will need your Shop Name and an Access Token). OpenRouter (or OpenAI): To power the AI Agent. The template is configured for DeepSeek via OpenRouter, but can be swapped for OpenAI. Google Sheets: To log product data and generated blog content. Gmail: To send the completion notification. How to use Configure Variables: Double-click the "Variables" node (Set node) at the start of the workflow. Enter your shop name (e.g., my-store from my-store.myshopify.com) and your blogId (found in the URL when viewing your blog in Shopify Admin). Connect Google Sheets: Open the Google Sheets nodes and map them to a sheet in your Drive. Ensure your sheet has columns for ID, Title, and Description. Select AI Model: In the Chat Model node, ensure your API key is connected (OpenRouter is used by default for cost-efficiency). Run: Execute the workflow. It will process your products and populate your Shopify Blog with new drafts automatically. Video Tutorial Watch the full setup guide here: Guide

WhatsApp AI Personal Assistant - n8n Workflow Instructions Who's it for This workflow is designed for business professionals, entrepreneurs, and individuals who want to transform their WhatsApp into a powerful AI-powered personal assistant. Perfect for users who need to manage emails, calendar events, document searches, and various productivity tasks through a single messaging interface. What it does This comprehensive n8n workflow creates an intelligent WhatsApp bot that can process multiple message types (text, voice, images, PDF documents) and execute complex tasks using integrated tools including Gmail, Google Calendar, Google Drive, Airtable, Discord, and internet search capabilities. The assistant maintains conversation context and can handle sophisticated requests through natural language processing. How it works Phase 1: Message Reception and Classification The workflow begins when a message is received through the WhatsApp Trigger. A Switch node automatically classifies the incoming message type (text, audio, image, or document) and routes it to the appropriate processing pathway. Phase 2: Content Processing by Format Text Messages: Direct extraction and formatting for AI processing Voice Messages: Retrieves audio URL from WhatsApp API Downloads audio file with authenticated requests Transcribes speech to text using OpenAI Whisper Formats transcribed content for AI agent Images: Downloads image from WhatsApp API Analyzes visual content using GPT-4O-mini vision model Generates detailed French descriptions covering composition, objects, people, and atmosphere Combines user requests with AI analysis PDF Documents: Validates file format (rejects non-PDF files) Downloads and extracts text content Processes document text for AI analysis Phase 3: AI Assistant Processing The processed content is handled by a Claude Sonnet 4-powered agent with access to: SerpAPI** for internet searches Airtable database** for email contact management Gmail integration** for email operations Google Calendar** for event scheduling and management Google Drive** for document searches Discord messaging** for notifications Calculator** for mathematical operations PostgreSQL chat memory** for conversation context Phase 4: Response Delivery The system intelligently determines response format: For voice inputs: Converts AI response to speech using OpenAI TTS For other inputs: Sends text responses directly Handles technical requirements like MIME type compatibility for WhatsApp Requirements API Credentials Required: WhatsApp Business API** (Trigger and messaging) OpenAI API** (GPT-4O-mini, Whisper, TTS) Anthropic API** (Claude Sonnet 4) Google APIs** (Gmail, Calendar, Drive OAuth2) Airtable API** (Database operations) Discord Bot API** (Messaging) SerpAPI** (Internet search) PostgreSQL Database** (Conversation memory) Self-hosted n8n Instance This workflow requires a self-hosted n8n installation as it uses community nodes and advanced integrations not available in n8n Cloud. How to set up 1. Prerequisites Setup Deploy n8n on a server with public access Obtain WhatsApp Business API credentials Create developer accounts for all required services Set up a PostgreSQL database for conversation memory 2. Credential Configuration Configure the following credentials in n8n: WhatsApp API credentials for both trigger and messaging nodes OpenAI API key with access to GPT-4O-mini, Whisper, and TTS Anthropic API key for Claude Sonnet 4 Google OAuth2 credentials for Gmail, Calendar, and Drive Airtable Personal Access Token Discord Bot token SerpAPI key PostgreSQL database connection 3. WhatsApp Configuration Configure webhook URLs in WhatsApp Business API settings Set up phone number verification Configure message templates if required 4. Tool Configuration Airtable**: Set up email database with 'Nom' and 'Mails' columns Google Calendar**: Configure calendar access permissions Google Drive**: Set up appropriate folder permissions Discord**: Configure bot permissions and channel access 5. Testing and Validation Test each message type (text, audio, image, PDF) Verify all tool integrations work correctly Test conversation memory persistence Validate response delivery in both text and audio formats How to customize the workflow Modify AI Assistant Personality Edit the system message in the "Agent personnel" node to customize the assistant's behavior, tone, and capabilities according to your needs. Add New Tools Integrate additional n8n tool nodes to extend functionality: CRM systems (Salesforce, HubSpot) Project management tools (Notion, Trello) File storage services (Dropbox, OneDrive) Communication platforms (Slack, Microsoft Teams) Customize Content Processing Modify image analysis prompts for specific use cases Add document format support beyond PDF Implement content filtering or moderation Add language detection and multi-language support Enhance Memory and Context Implement user-specific memory sessions Add conversation summaries for long interactions Create user preference storage Implement conversation analytics Response Customization Add multimedia response capabilities Implement response templates for common queries Add typing indicators or read receipts Create custom response formatting Security Enhancements Implement user authentication Add rate limiting for API calls Create audit logs for sensitive operations Implement data encryption for stored conversations Performance Optimization Add caching for frequently accessed data Implement queue management for high-volume usage Add error handling and retry mechanisms Create monitoring and alerting systems Important Notes This workflow processes sensitive data; ensure proper security measures are in place Monitor API usage limits across all integrated services Regularly backup conversation memory data Test thoroughly before deploying to production Consider implementing user access controls for business environments Keep all API credentials secure and rotate them regularly Troubleshooting Audio Issues**: Verify MIME type handling in the "Fix mimeType for Audio" node WhatsApp Delivery**: Check webhook configurations and phone number verification Tool Failures**: Validate all API credentials and permissions Memory Issues**: Monitor PostgreSQL database performance and storage Response Delays**: Optimize tool timeout settings and add proper error handling