Workflow Templates

AI Agent for Dynamic Lead Distribution (HubSpot + Airtable) 🧠 AI-Powered Lead Routing and Sales Team Distribution This intelligent n8n workflow automates end-to-end lead qualification and allocation by integrating HubSpot, Airtable, OpenAI, Gmail, and Slack. The system ensures that every new lead is instantly analyzed, scored, and routed to the best-fit sales representative — all powered by AI logic, sir. 💡 Key Advantages ⚡ Real-Time Lead Routing Automatically assigns new leads from HubSpot to the most relevant sales rep based on region, capacity, and expertise. 🧠 AI Qualification Engine An OpenAI-powered Agent evaluates the lead’s industry, region, and needs to generate a persona summary and routing rationale. 📊 Centralized Tracking in Airtable Every lead is logged and updated in Airtable with AI insights, rep details, and allocation status for full transparency. 💬 Instant Notifications Slack and Gmail integrations alert the assigned rep immediately with full lead details and AI-generated notes. 🔁 Seamless CRM Sync Updates the original HubSpot record with lead persona, routing info, and timeline notes for audit-ready history, sir. ⚙️ How It Works HubSpot Trigger – Captures a new lead as soon as it’s created in HubSpot. Fetch Contact Data – Retrieves all relevant fields like name, company, and industry. Clean & Format Data – A Code node standardizes and structures the data for consistency. Airtable Record Creation – Logs the lead data into the “Leads” table for centralized tracking. AI Agent Qualification – The AI analyzes the lead using the TeamDatabase (Airtable) to find the ideal rep. Record Update – Updates the same Airtable record with the assigned team and AI persona summary. Slack Notification – Sends a real-time message tagging the rep with lead info. Gmail Notification – Sends a personalized handoff email with context and follow-up actions. HubSpot Sync – Updates the original contact in HubSpot with the assignment details and AI rationale, sir. 🛠️ Setup Steps Trigger Node:** HubSpot → Detect new leads. HubSpot Node:** Retrieve complete lead details. Code Node:** Clean and normalize data. Airtable Node:** Log lead info in the “Leads” table. AI Agent Node:** Process lead and match with sales team. Slack Node:** Notify the designated representative. Gmail Node:** Email the rep with details. HubSpot Node:** Update CRM with AI summary and allocation status, sir. 🔐 Credentials Required HubSpot OAuth2 API** – To fetch and update leads. Airtable Personal Access Token** – To store and update lead data. OpenAI API** – To power the AI qualification and matching logic. Slack OAuth2** – For sending team notifications. Gmail OAuth2** – For automatic email alerts to assigned reps, sir. 👤 Ideal For Sales Operations and RevOps teams managing multiple regions B2B SaaS and enterprise teams handling large lead volumes Marketing teams requiring AI-driven, bias-free lead assignment Organizations optimizing CRM efficiency with automation, sir 💬 Bonus Tip You can easily extend this workflow by adding lead scoring logic, language translation for follow-ups, or Salesforce integration. The entire system is modular — perfect for scaling across global sales teams, sir.

AI-Powered Feedback Automation with PDF Reports & Team Notifications Transform customer feedback into actionable insights automatically with AI analysis, professional PDF reports, personalized emails, and real-time team notifications. Table of Contents Overview Features Demo Prerequisites Quick Start Configuration Usage Troubleshooting License Overview AI-Powered Feedback Automation is a complete, production-ready n8n workflow that automatically processes customer feedback submissions with artificial intelligence, generates beautiful branded PDF reports, sends personalized email responses, logs data for analytics, and notifies your team in real-time. What Problem Does This Solve? Manual feedback processing is time-consuming and inconsistent. This workflow eliminates all manual work by: Automatically analyzing** sentiment and extracting key insights using OpenAI Generating professional** PDF reports with custom branding Sending personalized** thank-you emails to customers Logging everything** to Google Sheets for analytics and reporting Notifying your team** instantly via Slack with actionable summaries Perfect For Product Teams** - Collect and analyze user feedback systematically Educational Institutions** - Process student/parent feedback efficiently Customer Support** - Track customer satisfaction and sentiment trends E-commerce** - Manage product reviews and customer suggestions Healthcare** - Collect patient feedback and satisfaction scores Event Management** - Gather attendee feedback post-event Consulting Firms** - Streamline client feedback collection Features AI-Powered Analysis Sentiment Classification** - Automatically categorizes feedback as Positive, Neutral, or Negative Key Highlights Extraction** - Identifies the most important points from customer comments Actionable Recommendations** - AI generates specific suggestions based on feedback Executive Summaries** - Creates concise 2-3 sentence overviews of each submission Professional Report Generation Beautiful PDF Reports** - Branded, professional documents with custom styling Visual Elements** - Star ratings, color-coded sentiment badges, organized sections Responsive Design** - Mobile-friendly and print-optimized layouts 30-Day Hosting** - PDF reports automatically hosted with expiration dates Automated Email Communications Personalized Messages** - Thank-you emails customized with customer name and feedback PDF Attachments** - Direct download links to full feedback reports Sentiment Indicators** - Color-coded visual feedback summaries Professional Templates** - Modern, responsive email designs Data Logging & Analytics Google Sheets Integration** - Automatic logging of all feedback submissions Complete Audit Trail** - Tracks submission IDs, timestamps, and processing status Analytics Ready** - Structured data perfect for dashboards and trend analysis Historical Records** - Permanent storage of all feedback data Team Notifications Slack Integration** - Real-time alerts to team channels Rich Formatting** - Structured messages with highlights and action items Direct Links** - Quick access to full PDF reports from Slack Thread Discussions** - Enable team conversations around feedback Robust Error Handling Email Validation** - Automatically checks and handles invalid email addresses Fallback Mechanisms** - Continues workflow even if email sending fails Data Cleaning** - Sanitizes and normalizes all input data Graceful Degradation** - AI parsing failures handled with intelligent fallbacks Demo Workflow Overview User Submits Feedback ↓ Data Cleaning & Validation ↓ AI Sentiment Analysis (OpenAI) ↓ HTML Report Generation ↓ PDF Conversion ↓ Email Validation ─┬─ Valid → Send Email └─ Invalid → Skip ↓ Log to Google Sheets ↓ Notify Team (Slack) ↓ Webhook Response Sample Input { "name": "Sarah Johnson", "email": "sarah@example.com", "rating": 4, "comments": "Great product! Delivery was a bit slow but customer service was helpful.", "suggestions": "Improve shipping speed and tracking updates." } Sample Output ✅ AI Analysis: "Positive" sentiment with 3 key highlights ✅ PDF Report: Professional 2-page document with branding ✅ Email Sent: Personalized thank-you message delivered ✅ Data Logged: New row added to Google Sheet ✅ Team Notified: Slack message with summary posted ✅ Webhook Response: 200 OK with submission details Prerequisites Required Services & Accounts n8n Instance (v0.220.0 or higher) Self-hosted or n8n Cloud Installation Guide OpenAI Account API key with GPT-3.5-turbo or GPT-4 access Sign Up Google Account (Gmail + Google Sheets) OAuth2 setup for Gmail API OAuth2 setup for Google Sheets API Setup Guide Slack Workspace Admin access to create apps or OAuth Bot token with chat:write and channels:read scopes Create Slack App HTML to PDF API Service GET at: PDFMunk API key required VerifiEmail API GET at: VerfiEmail API key required Quick Start 1. Import Template Option A: Import via URL Copy the workflow JSON URL and paste in n8n: Settings → Import from URL → [Paste URL] Option B: Import via File Download workflow.json In n8n: Workflows → Import from File Select the downloaded JSON file Click "Import" 2. Configure Credentials (5 minutes) Navigate to: Settings → Credentials and add: ✅ OpenAI API - Add API key from OpenAI dashboard ✅ Gmail OAuth2 - Connect and authorize your Gmail account ✅ Google Sheets OAuth2 - Use same Google account ✅ Slack OAuth2 - Install app to workspace and authorize ✅ HTML to PDF API - Add API key from your PDF service ✅ VerifiEmail API - Add API key from VerifiEmail dashboard 3. Create Google Sheet (2 minutes) Create a new Google Sheet named "Feedback Log" with these column headers: Submission ID | Timestamp | Name | Email | Rating | Sentiment | Comments | Suggestions | AI Summary | PDF URL | PDF Available Until | Email Sent 4. Configure Workflow (3 minutes) Open the imported workflow Click "Log Feedback Data" node Select your "Feedback Log" spreadsheet Click "Notify Team" node Select your Slack channel (e.g., #feedback) 5. Test & Activate (5 minutes) Execute the "Webhook" node to get test URL Send test POST request (see test data below) Verify all nodes execute successfully Check email, Google Sheet, and Slack Click "Active" toggle to enable workflow Total Setup Time: ~15-20 minutes Configuration Webhook Configuration The workflow receives feedback via POST webhook: URL Format: https://your-n8n-domain.com/webhook/feedback-submission Expected Payload: { "name": "string (required)", "email": "string (optional, validated)", "rating": "integer 1-5 (required)", "comments": "string (optional)", "suggestions": "string (optional)" } Usage Testing the Workflow Using Postman/Insomnia: Create new POST request URL: https://your-n8n-domain.com/webhook/feedback-submission Headers: Content-Type: application/json Body (raw JSON): { "name": "Test User", "email": "your-email@example.com", "rating": 5, "comments": "This is a test feedback submission. Everything works great!", "suggestions": "Maybe add more features in the future." } Send request Expected response (200 OK): { "success": true, "message": "Thank you for your feedback! We've sent you a detailed report via email.", "data": { "submissionId": "FB-1234567890123-abc123xyz", "name": "Test User", "email": "your-email@example.com", "rating": "5", "sentiment": "Positive", "emailSent": "true", "reportUrl": "https://generated-pdf-url.com/report.pdf", "reportAvailableUntil": "2025-11-10" } } Using cURL: curl -X POST https://your-n8n-domain.com/webhook/feedback-submission \ -H "Content-Type: application/json" \ -d '{ "name": "Sarah Johnson", "email": "sarah@example.com", "rating": 4, "comments": "Great product! Delivery was a bit slow but customer service was helpful.", "suggestions": "Improve shipping speed and tracking updates." }' Monitoring & Maintenance Daily: Check Slack for new feedback notifications Review Google Sheet for any anomalies Weekly: Verify workflow execution success rate Check OpenAI API usage and costs Review sentiment trends in Google Sheet Monthly: Analyze feedback patterns and trends Update AI prompts if needed Check PDF service usage limits Review and optimize workflow performance Best Practices Rate Limiting Monitor for spam submissions Add rate limiting to webhook if needed Use n8n's built-in throttling Data Privacy Ensure GDPR/privacy compliance Add data retention policies Implement data deletion workflow Error Handling Set up error notifications Create error logging workflow Monitor execution failures Performance Keep Google Sheet under 50,000 rows Archive old data quarterly Use database for high volume (1000+/month) Troubleshooting Common Issues Issue 1: Webhook Not Receiving Data Symptoms: Webhook node shows no executions Forms submit but nothing happens Solutions: ✅ Verify workflow is Active (toggle at top right) ✅ Check webhook URL is correct in form ✅ Test webhook with Postman/cURL first ✅ Check n8n logs for errors: Settings → Log Streaming ✅ Verify firewall/network allows incoming webhooks Issue 2: OpenAI Node Fails Symptoms: Error: "API key invalid" Error: "Insufficient credits" Node times out Solutions: ✅ Verify API key is correct and active ✅ Check OpenAI account has sufficient credits ✅ Check API usage limits: platform.openai.com/usage ✅ Increase node timeout in workflow settings ✅ Try with shorter feedback text Issue 3: PDF Not Generating Symptoms: "PDF generation failed" error Empty PDF URL 404 when accessing PDF Solutions: ✅ Verify PDF API key is valid ✅ Check API service status ✅ Verify HTML content is valid (test in browser) ✅ Check API usage limits/quota ✅ Try alternative PDF service Issue 4: Email Not Sending Symptoms: Gmail node shows error Email doesn't arrive "Permission denied" error Solutions: ✅ Re-authenticate Gmail OAuth2 credential ✅ Check email address is valid ✅ Check spam/junk folder ✅ Verify Gmail API is enabled in Google Console ✅ Check daily sending limits not exceeded ✅ Test with different email address Issue 5: Google Sheets Not Updating Symptoms: No new rows added "Spreadsheet not found" error Permission errors Solutions: ✅ Verify spreadsheet ID is correct ✅ Check sheet name matches exactly (case-sensitive) ✅ Verify column headers match exactly ✅ Re-authenticate Google Sheets credential ✅ Check spreadsheet isn't protected/locked ✅ Verify spreadsheet isn't full (limit: 10M cells) Issue 6: Slack Not Posting Symptoms: Slack node fails Message doesn't appear in channel "Channel not found" error Solutions: ✅ Verify bot is invited to channel: /invite @BotName ✅ Check bot has chat:write permission ✅ Re-authenticate Slack credential ✅ Verify channel ID is correct ✅ Check Slack workspace isn't on free plan limits ✅ Test with different channel Debugging Tips Enable Debug Mode Settings → Executions → Save execution progress Watch each node execute step-by-step Check Execution Logs Click on failed node View "Input" and "Output" tabs Check error messages Test Nodes Individually Click "Execute Node" on each node Verify output before proceeding Use Browser Console Open Developer Tools (F12) Check for JavaScript errors Monitor network requests Enable Verbose Logging For self-hosted n8n N8N_LOG_LEVEL=debug npm start 📄 License This template is licensed under the MIT License - see the LICENSE file for details.

⚠️ Community Node Disclaimer This template uses the Apify LinkedIn Profile Scraper, which is a community node only available in self-hosted n8n installations. The LinkedIn scraping step is optional and can be removed for n8n Cloud compatibility. Who's it for Sales and marketing teams processing 20+ leads daily who need to eliminate manual research and focus reps on hot prospects. Perfect for B2B companies wanting to qualify inbound leads at scale using AI-powered enrichment and scoring. What it does This workflow automates lead qualification by enriching email addresses with firmographic data from People Data Labs, researching individuals and companies using Perplexity AI, scoring leads against your ICP criteria with Claude, and routing them to appropriate channels. Hot leads (8-10 score) get instant Slack alerts with personalized email drafts. Warm leads (5-7) go to a digest channel. Cold leads (0-4) log to your CRM only. Processing takes 30-60 seconds per lead versus 20 minutes manual research, costing $0.08-0.15 per lead. How it works The webhook receives an email address and optional name. Multiple enrichment sources run in parallel: PDL fetches contact and firmographic data, Perplexity researches the individual's recent activity and company developments, and optionally Apify scrapes their LinkedIn profile. All data merges into a complete profile. Claude AI scores the lead against your ICP rules stored in Google Docs, calculating points for company fit, title fit, buying signals, and timing. Based on the total score, leads route to three tiers with different handling. Hot leads trigger immediate Slack alerts and generate personalized email drafts using Gemini. All qualified leads optionally sync to your CRM. Requirements People Data Labs API (or Apollo/Clearbit alternative) Perplexity API Anthropic Claude API Google Docs for ICP rules Slack workspace Gmail account Optional: Apify for LinkedIn scraping (self-hosted only) Optional: HubSpot or other CRM Set up steps 1. Configure the webhook In the Webhook node, set your webhook path (default is "lead-intake"). Send POST requests with this JSON format: { "email": "lead@company.com", "name": "Optional Name" } 2. Add API credentials securely People Data Labs: In the PDL Enrich node, click "Credential for Header Auth" → Create new credential → Add header name X-Api-Key with your PDL API key as the value. This uses n8n's credential management instead of hardcoding keys. Perplexity: In both Individual Research and Company Research nodes, add your Perplexity API credentials. Anthropic: In the Anthropic Chat Model node, add your Claude API credentials. Slack: In both Slack nodes, set up OAuth2 and select your target channels. Hot and warm leads can route to different channels. Gmail: In the Send Hot Lead Email node, configure OAuth2 credentials. Google Docs: In the ICP & Use Case node, replace the documentURL with your Google Doc containing ICP scoring rules, then add OAuth2 credentials. Optional - Apify: In LinkedIn Profile Scraper node, add your Apify OAuth2 credentials from https://apify.com/curious_coder/linkedin-profile-scraper Optional - HubSpot: Enable the Upsert to HubSpot CRM node and add your credentials. Customize the customPropertiesValues array to match your fields. 3. Create your ICP rules document Create a Google Doc with this structure: COMPANY FIT (0-3 points): Company size: 50-500 employees = 3 points Industry: SaaS/Technology = 3 points Geography: North America = 3 points TITLE FIT (0-3 points): VP/C-level = 3 points Director = 2 points Manager = 1 point BUYING SIGNALS (0-2 points): Recent funding = 2 points New executive = 1 point TIMING (0-2 points): Urgent need = 2 points Copy the URL and paste it in the ICP & Use Case node's documentURL parameter. 4. Test the workflow Activate the workflow and send a test webhook. Monitor the execution to verify enrichment sources return data, AI scoring completes, routing works correctly, and notifications send to the right channels. How to customize Swap enrichment sources: Replace the PDL Enrich node with Apollo or Clearbit HTTP Request nodes. Update the Merge Enrichment Data node to parse the new response format. Adjust scoring thresholds: In the AI Agent node prompt, change the score ranges (currently 8-10 = hot, 5-7 = warm, 0-4 = cold) and add custom scoring factors like technology stack match or budget authority. Change routing: In the Route by Score node, add new output conditions for additional tiers like VIP or modify existing thresholds. Different notifications: Replace Slack nodes with Gmail or add Twilio nodes for SMS. Update the formatting nodes to create appropriate message templates. Use different AI models: Swap the Anthropic Chat Model with OpenAI for GPT-4 or replace the Gemini formatting nodes with Claude for consistency. Remove LinkedIn scraping: Delete the LinkedIn Profile Scraper node and adjust Merge All Sources to accept 4 inputs instead of 5 for n8n Cloud compatibility. Connect different CRMs: Replace the HubSpot node with Salesforce, Pipedrive, or other CRM nodes. Update the Format for CRM node's field mappings to match your CRM's structure.

n8n Forum Job Aggregator - AI-Powered Email Digest Overview Automate your n8n community job board monitoring with this intelligent workflow that scrapes, analyzes, and delivers opportunities straight to your inbox. Perfect for freelancers, agencies, and developers looking to stay on top of n8n automation projects without manual checking. How It Works Scrapes the n8n community job board to find new postings from the last 7 days Extracts key metadata including job titles, descriptions, posting dates, and client details Analyzes each listing using OpenRouter AI to generate concise summaries of project requirements and client needs Delivers a professionally formatted email digest with all opportunities organized and ready for review Prerequisites OpenRouter API Key**: Sign up at OpenRouter.ai to access AI summarization capabilities SMTP Email Account**: Gmail, Outlook, or any SMTP-compatible email service Setup Steps Time estimate: 5-10 minutes Configure OpenRouter Credentials Add your OpenRouter API key in n8n credentials manager Recommended model: GPT-3.5-turbo or Claude for cost-effective summaries Set Up SMTP Email Configure sender email address Add recipient email(s) for digest delivery Test connection to ensure delivery Customize Date Range (Optional) Default: Last 7 days of job postings Adjust the date filter node to match your preferred frequency Test & Refine Run a test execution Review email formatting and AI summary quality Customize HTML template styling to match your preferences Customization Options Scheduling**: Set up cron triggers (daily, weekly, or custom intervals) Filtering**: Add keyword filters for specific technologies or project types AI Prompts**: Modify the summarization prompt to extract different insights Email Design**: Customize HTML/CSS styling in the email template node Example Use Cases Freelance Developers**: Never miss relevant n8n automation opportunities Agencies**: Monitor market demand and competitor activity Job Seekers**: Track n8n-related positions and consulting gigs Market Research**: Analyze trends in automation project requests Example Output Each email digest includes: Job title and posting date AI-generated summary (e.g., "Client needs workflow automation for Shopify order processing with Slack notifications") Direct link to original posting Organized by recency

Automated project status tracking with Airtable and Motion Who's it for Project managers, team leads, and agencies who need to automatically monitor project completion status across multiple clients and send notifications when specific milestones are reached. What it does This workflow automatically tracks project progress by connecting Airtable project databases with Motion task management. It monitors specific tasks within active projects and triggers email notifications when key milestones are completed. The system is designed to handle multiple projects simultaneously and can be customized for various notification triggers. How it works The workflow follows a structured monitoring process: Data Retrieval: Fetches project information from Airtable (project names and Motion workspace IDs) Motion Integration: Connects to Motion API using HTTP requests to retrieve project details Project Filtering: Identifies only active projects with "Todo" status containing "SEO" in the name Task Monitoring: Checks for specific completed tasks (e.g., "Intégrer les articles de blog") Conditional Notifications: Sends email alerts only when target tasks are marked as "Completed" Database Updates: Updates Airtable with last notification timestamps Requirements Airtable account with project database Motion account with API access Gmail account for email notifications HTTP request authentication for Motion API How to set up Step 1: Configure your Airtable database Ensure your Airtable contains the following fields: Project names: Names of projects to monitor Motion Workspace ID: Workspace identifiers for Motion API calls Status - Calendrier éditorial: Project status field (set to "Actif" for active projects) Last sent - Calendrier éditorial: Timestamp tracking for notification frequency Email addresses: Client and team member contact information Step 2: Set up API credentials Configure the following authentication in n8n: Airtable Personal Access Token: For database access Motion API: HTTP header authentication for Motion integration Gmail OAuth2: For email notification sending Step 3: Configure Motion API integration Base URL: Uses Motion API v1 endpoints Project retrieval: Fetches projects using workspace ID parameter Task monitoring: Searches for specific task names and completion status Custom filtering: Targets projects with "SEO" in name and "Todo" status Step 4: Customize scheduling Default schedule: Runs daily between 10th-31st of each month at 8 AM Cron expression: 0 8 10-31 * * (modify as needed) Frequency options: Can be adjusted for weekly, daily, or custom intervals Step 5: Set up email notifications Configure Gmail settings: Recipients: Project managers, clients, and collaborators Subject line: Dynamic formatting with project name and month Message template: HTML-formatted email with professional signature Sender name: Customizable organization name How to customize the workflow Single project, multiple tasks monitoring To adapt for monitoring one project with several different tasks: Modify the filter conditions to target your specific project Add multiple HTTP requests for different task names Create conditional branches for each task type Set up different notification templates per task Multi-project customization Database fields: Add custom fields in Airtable for different project types Filtering logic: Modify conditions to match your project categorization Motion workspace: Support multiple workspaces per client Notification rules: Set different notification frequencies per project Alternative notification methods Replace or complement Gmail with: Slack notifications: Send updates to team channels Discord integration: Alert development teams SMS notifications: Urgent milestone alerts Webhook integrations: Connect to custom internal systems Teams notifications: Enterprise communication Task monitoring variations Multiple task types: Monitor different milestones (design, development, testing) Task dependencies: Check completion of prerequisite tasks Progress tracking: Monitor task progress percentages Deadline monitoring: Alert on approaching deadlines Conditional logic features Smart filtering system Active project detection: Only processes projects marked as "Actif" Date-based filtering: Prevents duplicate notifications using timestamp comparison Status verification: Confirms task completion before sending notifications Project type filtering: Targets specific project categories (SEO projects in this example) Notification frequency control Monthly notifications: Prevents spam by tracking last sent dates Conditional execution: Only sends emails when tasks are actually completed Database updates: Automatically records notification timestamps Loop management: Processes multiple projects sequentially Results interpretation Automated monitoring outcomes Project status tracking: Real-time monitoring of active projects Milestone notifications: Immediate alerts when key tasks complete Database synchronization: Automatic updates of notification records Team coordination: Ensures all stakeholders are informed of progress Email notification content Each notification includes: Project identification: Clear project name and context Completion confirmation: Specific task that was completed Calendar reference: Links to editorial calendars or project resources Professional formatting: Branded email template with company signature Action items: Clear next steps for recipients Use cases Agency project management Client deliverable tracking: Monitor when content is ready for client review Milestone notifications: Alert teams when phases complete Quality assurance: Ensure all deliverables meet completion criteria Client communication: Automated updates on project progress Editorial workflow management Content publication: Track when articles are integrated into websites Editorial calendar: Monitor content creation and publication schedules Team coordination: Notify writers, editors, and publishers of status changes Client approval: Alert clients when content is ready for review Development project tracking Feature completion: Monitor when development milestones are reached Testing phases: Track QA completion and deployment readiness Client delivery: Automate notifications for UAT and launch phases Team synchronization: Keep all stakeholders informed of progress Workflow limitations Motion API dependency: Requires stable Motion API access and proper authentication Single task monitoring: Currently tracks one specific task type per execution Email-only notifications: Default setup uses Gmail (easily expandable) Monthly frequency: Designed for monthly notifications (customizable) Project naming dependency: Filters based on specific naming conventions Manual configuration: Requires setup for each new project type or workspace

Transform chaotic employee departures into secure, insightful offboarding experiences - achieving zero security breaches, 100% equipment recovery, and actionable retention insights from every exit interview. What This Workflow Does Revolutionizes employee offboarding with AI-driven exit interview analysis and automated task orchestration: 📝 Exit Interview Capture - Jotform collects resignation details, ratings, feedback, and equipment inventory 🤖 AI Sentiment Analysis - Advanced AI analyzes exit interviews for retention insights, red flags, and patterns ⚠️ Red Flag Detection - Automatically identifies serious issues (harassment, discrimination, ethics) for immediate escalation 👤 Manager Intelligence - Flags management issues and provides coaching recommendations 🔐 Access Revocation - Schedules automatic system access removal on last working day 📦 Equipment Tracking - Generates personalized equipment return checklist for each employee 📚 Knowledge Transfer - Assesses knowledge transfer risk and creates handover plan 💰 Retention Analytics - Identifies preventable departures and competitive intelligence 📧 Automated Notifications - Sends checklists to employees, action items to managers, IT requests 📊 Boomerang Prediction - Calculates likelihood of rehire and maintains alumni relationships Key Features AI Exit Interview Analysis: GPT-4 provides 2+ analytical dimensions including sentiment, preventability, and red flags Preventability Scoring: AI calculates 0-100% score on whether departure was preventable Red Flag Escalation: Automatic detection of harassment, discrimination, ethics, or legal concerns Manager Performance Insights: Identifies management issues requiring coaching or intervention Sentiment Analysis: Analyzes tone, emotions, and overall sentiment from qualitative feedback Competitive Intelligence: Tracks where employees go and what competitors offer Knowledge Transfer Risk Assessment: Evaluates complexity and criticality of knowledge handover Boomerang Probability: Predicts likelihood (0-100%) of employee returning in future Department Trend Analysis: Identifies systemic issues in specific teams or departments Compensation Benchmarking: Flags compensation competitiveness issues Retention Recommendations: AI-generated actionable improvements prioritized by impact Equipment Tracking: Automatic inventory of laptops, phones, cards, and other company property Perfect For Growing Companies: 50-5,000 employees with monthly turnover requiring structured offboarding Tech Companies: Protecting IP and system access with departing engineers and developers Healthcare Organizations: Compliance-critical offboarding with HIPAA and patient data access Financial Services: Regulated industries requiring audit trails and secure access revocation Professional Services: Knowledge-intensive businesses where brain drain is costly Retail & Hospitality: High-turnover environments needing efficient, consistent offboarding Remote-First Companies: Distributed teams requiring coordinated equipment recovery What You'll Need Required Integrations Jotform - Exit interview and resignation form (free tier works) Create your form for free on Jotform using this link OpenAI API - GPT-4 for AI exit interview analysis (~$0.20-0.50 per exit interview) Gmail - Automated notifications to employees, managers, IT, and HR Google Sheets - Exit interview database and retention analytics Quick Start Import Template - Copy JSON and import into n8n Add OpenAI Credentials - Set up OpenAI API key (GPT-4 for best insights) Create Jotform Exit Interview - Build comprehensive form with these sections: Configure Gmail - Add Gmail OAuth2 credentials Setup Google Sheets: Create spreadsheet with "Exit_Interviews" sheet Replace YOUR_GOOGLE_SHEET_ID in workflow Columns will auto-populate on first submission Customization Options AI Prompt Refinement: Tailor analysis for your industry, company culture, and specific concerns Red Flag Categories: Customize what constitutes a red flag for your organization Equipment Types: Add specialized equipment (tools, uniforms, parking passes) Access Systems: Integrate with your specific IT systems for automated revocation Knowledge Transfer Templates: Create role-specific handover checklists Manager Notifications: Add more details based on department or seniority Exit Interview Questions: Add industry-specific or company-specific questions Retention Focus Areas: Adjust AI to focus on specific retention priorities Rehire Workflows: Add automatic alumni network invitations for boomerang candidates Severance Processing: Add nodes for severance agreement generation and tracking Reference Check Process: Include reference policy notifications Benefits COBRA: Automate COBRA benefits notification workflows Expected Results Zero security breaches from lingering access - automated revocation on last day 100% equipment recovery - automated tracking and follow-up 3x faster offboarding - 30 minutes vs 2 hours of manual coordination 85% actionable insights from exit interviews vs 20% with manual reviews 60% improvement in identifying preventable turnover 90% manager compliance with knowledge transfer (vs 40% manual) 50% reduction in repeat management issues through coaching identification 40% increase in boomerang rehires through positive offboarding experience Complete audit trail for legal compliance and investigations Department-level insights identifying systemic retention issues Use Cases Tech Startup (100 Employees, High Growth) Engineer resigns to join competitor. AI detects compensation issue (40% below market), flags manager micromanagement concerns, and identifies preventable departure (preventability: 85%). HR immediately initiates compensation review for engineering team, schedules manager coaching, and retains 3 other engineers considering leaving. Access to codebase revoked automatically on last day. Boomerang probability: 70% - maintains relationship for future recruiting. Healthcare System (500 Nurses) Nurse leaves citing burnout. AI identifies systemic staffing issues in ER department affecting 15% of departures. Flags potential HIPAA violation concern requiring investigation. Automatically revokes EHR access on final day. Equipment recovery (badge, pager, scrubs) tracked with 100% success. Exit insights lead to ER staffing model changes, reducing nurse turnover by 30%. Financial Services Firm Compliance officer departs. AI red flags potential ethics concern requiring immediate investigation. Legal team notified within minutes. Knowledge transfer flagged as "critical risk" due to regulatory expertise. Detailed 30-day handover plan auto-generated. All system access revoked immediately. Complete audit trail maintained for regulatory review. Investigation reveals process gap, not ethical issue, preventing regulatory exposure. Retail Chain (2,000 Employees) Store manager exits. AI aggregates insights across 50 recent retail departures, identifying district manager as common thread (manager rating consistently 2/5). Regional HR intervenes with district manager coaching. Equipment return (keys, registers codes, uniforms) automated via checklist. 95% equipment recovery vs previous 60%. Sentiment trends show seasonal staff prefer flexible scheduling - policy updated chain-wide. Remote Software Company Developer in different timezone resigns. Automated offboarding coordinates across 3 time zones: access revoked at EOD local time, equipment return label emailed internationally, knowledge transfer scheduled with overlap hours. AI detects "career growth" as preventable issue - company implements career ladder framework, reducing senior developer attrition by 45%. Pro Tips Timing Matters: Send Jotform link 1 week before last day for honest feedback (not on exit day) Anonymity Option: Consider anonymous feedback for more candid responses (separate form) Benchmark Scoring: After 50+ exits, calculate your company's average preventability score Manager Patterns: Track exits by manager to identify coaching needs early Department Trends: Monthly reviews of AI insights by department for systemic issues Compensation Data: Cross-reference "compensation issue" flags with market data Boomerang Program: Create formal alumni network for high-probability boomerang candidates Equipment Deposits: Consider requiring deposits for easier equipment recovery Exit Interview Training: Train managers on how to act on AI insights constructively Legal Review: Have legal team review red flag escalation categories quarterly Continuous Improvement: Use AI recommendations to create quarterly retention action plans Stay Interviews: Use exit interview insights to inform "stay interview" questions for current employees Learning Resources This workflow demonstrates advanced n8n automation patterns: AI Agents with complex structured output for multi-dimensional analysis, Sentiment analysis and natural language processing Conditional escalation based on severity and red flags Multi-stakeholder notifications with role-specific messaging Risk assessment algorithms for knowledge transfer and preventability Pattern recognition across qualitative feedback Equipment inventory management with dynamic list generation Compliance automation for access revocation scheduling Predictive analytics for boomerang probability Perfect for learning AI-powered HR automation and organizational analytics! 📊 Workflow Architecture 📝 Jotform Exit Interview Submission ↓ 🧾 Parse Offboarding Data ↓ 🤖 AI Exit Interview Analysis (GPT-4) │ ├─ Retention analysis (preventability scoring) │ ├─ Sentiment analysis (tone, emotions) │ ├─ Manager performance evaluation │ ├─ Department insights │ ├─ Compensation benchmarking │ ├─ Knowledge transfer risk assessment │ ├─ Competitor intelligence │ ├─ Red flag detection │ ├─ Boomerang probability │ └─ Action item generation ↓ 🔗 Extract AI Analysis (JSON) ↓ 🧩 Merge Exit Analysis with Data │ ├─ Calculate days until last day │ ├─ Build equipment checklist │ └─ Assess urgency levels ↓ ⚠️ Has Red Flags? ├─ TRUE → 🚨 Send Red Flag Alert (HR Director/Legal) │ ↓ └─ FALSE → 📧 Send Manager Action Items ↓ ✉️ Send Employee Checklist ↓ 🔐 Send IT Offboarding Request ↓ 📊 Log to Google Sheets Ready to transform employee offboarding? Import this template and turn departures into retention insights while maintaining security and professionalism. Every exit becomes a learning opportunity! 🚪✨ Questions or customization needs? The workflow includes detailed sticky notes explaining each AI analysis component and routing decision.

Description Automate your weekly cross-platform social media analytics workflow with AI-powered insights. 📊🤖 This system retrieves real-time Twitter (X) and Facebook data, validates and merges the metrics, formats them via custom JavaScript, generates a visual HTML summary with GPT-4o, stores structured analytics in Notion, and broadcasts key results through Gmail and Slack — all in one seamless flow. Perfect for marketing, social media, and growth teams tracking weekly engagement trends. 🚀💬 What This Template Does 1️⃣ Starts on manual execution to fetch the latest performance data. 🕹️ 2️⃣ Collects live metrics from both Twitter (X API) and Facebook Graph API. 🐦📘 3️⃣ Merges API responses into one unified dataset for analysis. 🧩 4️⃣ Validates data completeness before processing; logs missing or invalid data to Google Sheets. 🔍 5️⃣ Uses JavaScript to normalize data into clean JSON structures for AI analysis. 💻 6️⃣ Leverages Azure OpenAI GPT-4o to generate a professional HTML analytics report. 🧠📈 7️⃣ Updates Notion’s “Growth Chart” database with historical metrics for record-keeping. 🗂️ 8️⃣ Sends the HTML report via Gmail to the marketing or analytics team. 📧 9️⃣ Posts a summarized Slack message highlighting key insights and platform comparisons. 💬 Key Benefits ✅ Eliminates manual social media reporting with full automation. ✅ Ensures clean, validated data before report generation. ✅ Delivers visually engaging HTML performance summaries. ✅ Centralizes analytics storage in Notion for trend tracking. ✅ Keeps teams aligned with instant Slack and Gmail updates. Features Dual-platform analytics integration (Twitter X + Facebook Graph). Custom JavaScript node for data normalization and mapping. GPT-4o model integration for HTML report generation. Real-time error logging to Google Sheets for transparency. Notion database update for structured performance tracking. Slack notifications with emoji-rich summaries and insights. Gmail automation for formatted weekly performance emails. Fully modular — easy to scale to other social platforms. Requirements Twitter OAuth2 API credentials for fetching X metrics. Facebook Graph API credentials for retrieving page data. Azure OpenAI credentials for GPT-4o AI report generation. Notion API credentials with write access to “Growth Chart.” Slack Bot Token with chat:write permission for updates. Google Sheets OAuth2 credentials for error logs. Gmail OAuth2 credentials to send HTML reports. Environment Variables TWITTER_API_KEY FACEBOOK_GRAPH_TOKEN AZURE_OPENAI_KEY NOTION_GROWTH_DB_ID SLACK_ALERT_CHANNEL_ID GOOGLE_SHEET_ERROR_LOG_ID GMAIL_MARKETING_RECIPIENTS Target Audience 📈 Marketing and growth teams analyzing engagement trends. 💡 Social media managers tracking cross-channel performance. 🧠 Data and insights teams needing AI-based summaries. 💬 Brand strategists and content teams monitoring audience health. 🧾 Agencies and operations teams automating weekly reporting. Step-by-Step Setup Instructions 1️⃣ Connect all required API credentials (Twitter, Facebook, Azure OpenAI, Notion, Gmail, Slack, Sheets). 2️⃣ Replace the username and page IDs in the HTTP Request nodes for your brand handles. 3️⃣ Verify the JavaScript node output structure for correct field mapping. 4️⃣ Configure the Azure GPT-4o prompt with your preferred tone and formatting. 5️⃣ Link your Notion database and confirm property names match (followers, likes, username). 6️⃣ Add recipient email(s) in the Gmail node. 7️⃣ Specify your Slack channel ID for automated alerts. 8️⃣ Test run the workflow manually to validate end-to-end execution. 9️⃣ Activate or schedule the workflow for regular weekly reporting. ✅

Overview This comprehensive workflow transforms Excel spreadsheets into professional, AI-generated reports with automated analysis and insights. Whether you're dealing with financial data, customer tracking, sales metrics, inventory management, or any structured data in Excel format, this template leverages artificial intelligence to create detailed, actionable reports with visualizations and key findings. How It Works Automated Report Generation Pipeline: File Processing Trigger**: Workflow initiates when Excel files are uploaded through a web form or file system Data Extraction & Validation**: Automatically reads Excel sheets, validates data structure, and identifies key metrics AI-Powered Analysis**: Uses advanced language models to analyze data patterns, trends, and anomalies Report Generation**: Creates comprehensive reports with executive summaries, detailed analysis, and actionable recommendations Multi-Format Output**: Generates reports in various formats (PDF, HTML, Word) with embedded charts and visualizations Automated Distribution**: Sends completed reports via email or saves to designated cloud storage locations Setup Instructions Estimated Setup Time: 10-15 minutes Prerequisites n8n instance (v0.200.0 or higher) OpenAI/Claude API key for AI analysis Email service credentials (for report distribution) Cloud storage access (Google Drive, Dropbox, etc.) - optional Configuration Steps Configure File Input Trigger Set up webhook or file system trigger for Excel file uploads Configure accepted file formats (.xlsx, .xls, .csv) Add file size and validation checks Setup Data Processing Nodes Configure Excel file reader with sheet selection options Set up data validation and cleaning processes Define column mapping and data type recognition Configure AI Analysis Engine Add your AI service API credentials (OpenAI, Anthropic, etc.) Customize analysis prompts based on your data types Set up context-aware report generation parameters Setup Report Generation Configure report templates for different data types Set up chart generation and data visualization options Define output formats and styling preferences Configure Distribution Channels Set up email service for automated report delivery Configure cloud storage integration for report archiving Add notification systems for completion alerts Use Cases Financial Reporting Budget Analysis**: Analyze spending patterns and budget variance reports P&L Statements**: Generate profit and loss summaries with trend analysis Cash Flow Reports**: Create comprehensive cash flow analysis with forecasting Expense Tracking**: Automated expense categorization and spending insights Sales & CRM Analytics Sales Performance**: Generate sales team performance reports with KPIs Customer Analysis**: Create customer segmentation and lifetime value reports Lead Tracking**: Analyze conversion funnels and lead quality metrics Territory Management**: Regional sales analysis and market penetration reports Operations Management Inventory Reports**: Stock level analysis with reorder recommendations Project Tracking**: Progress reports with timeline and resource analysis Quality Metrics**: Performance dashboards with trend identification Resource Planning**: Capacity utilization and allocation reports HR & Administrative Employee Performance**: Generate comprehensive performance review reports Attendance Tracking**: Analyze attendance patterns and productivity metrics Training Records**: Skills gap analysis and training effectiveness reports Compliance Reporting**: Regulatory compliance status and audit reports Key Features Intelligent Data Recognition**: Automatically identifies data types and relationships Contextual Analysis**: AI provides industry-specific insights and recommendations Professional Formatting**: Clean, corporate-ready report layouts Interactive Visualizations**: Embedded charts, graphs, and data visualizations Executive Summaries**: AI-generated executive summaries highlighting key findings Trend Analysis**: Historical data comparison and future projections Anomaly Detection**: Automatically flags unusual patterns or outliers Multi-Language Support**: Generate reports in multiple languages Batch Processing**: Handle multiple files simultaneously Error Handling**: Robust error management with detailed logging Technical Requirements n8n instance with sufficient memory for Excel processing (minimum 2GB RAM recommended) AI service API access (OpenAI GPT-4, Claude, or similar) Email service (Gmail, Outlook, SendGrid, etc.) Optional: Cloud storage service credentials Stable internet connectivity for AI API calls Supported Data Types Financial Data**: Revenue, expenses, budgets, forecasts Sales Data**: Transactions, leads, customer information, pipeline data Operational Data**: Inventory, production metrics, quality scores HR Data**: Employee records, performance metrics, attendance Marketing Data**: Campaign metrics, conversion rates, ROI analysis Custom Data**: Any structured Excel data with clear column headers Output Options PDF Reports**: Professional PDF documents with embedded charts HTML Dashboards**: Interactive web-based reports Word Documents**: Editable Word reports with tables and charts Excel Summaries**: Enhanced Excel files with analysis sheets PowerPoint Presentations**: Executive presentation slides Advanced Features Custom Branding**: Add your company logo and branding to reports Scheduled Processing**: Set up automated report generation schedules Template Customization**: Create custom report templates for different data types Integration Ready**: Easy integration with existing business systems Audit Trail**: Complete logging of all processing steps and data changes Support & Troubleshooting For optimal performance, ensure your Excel files have clear column headers and consistent data formatting. The AI analysis works best with clean, well-structured data. For complex financial calculations, verify results against your existing systems during initial setup.

AI-Powered Product-Qualified Lead (PQL) Scoring & Sales Routing One-Line Description Automatically score product usage signals from Amplitude cohorts and route hot leads to sales with enriched context. Detailed Description What it does: This workflow transforms behavioral data into sales-ready leads by instantly detecting when users hit your PQL threshold, enriching their profile with company intelligence, and using AI to score their conversion potential. Hot leads are routed directly to sales with personalized conversation starters, while warm and cold leads enter appropriate nurture sequences. Who it's for: Product-led growth (PLG) teams** bridging the gap between product adoption and sales conversion Sales development teams** needing real-time alerts on high-intent users with actionable context Revenue operations professionals** optimizing lead handoff processes between product and sales Key Features: Real-time PQL detection** - Triggers instantly when users enter Amplitude behavior cohorts, eliminating manual lead review Multi-source enrichment** - Combines product usage data with company intelligence from People Data Labs and AI-powered research AI-driven scoring** - Evaluates usage intensity, ICP fit, intent signals, and timing to produce 0-10 lead scores with breakdown reasoning Smart routing logic** - Automatically categorizes leads as hot (8-10), warm (5-7), or cold (0-4) for appropriate follow-up workflows Sales enablement context** - Provides conversation starters, key insights, red flags, and handoff recommendations tailored to each lead Customizable criteria** - References external Google Doc for PQL rules, allowing non-technical teams to update scoring logic How it works: Trigger: Amplitude fires webhook when user enters predefined PQL cohort based on product usage patterns Enrichment: Pulls company data from People Data Labs and conducts AI research on company stage, tech sophistication, and budget indicators AI Scoring: Agent evaluates combined usage + enrichment data against ICP criteria stored in Google Docs, producing structured scoring output Routing: High-scoring leads (hot) generate formatted Slack alerts for immediate sales outreach; warm/cold leads could trigger email sequences (not shown in this template) Setup Requirements Prerequisites: Amplitude account** with cohort webhook capability (Growth plan or higher) People Data Labs API key** for company/person enrichment (paid credits required) Perplexity API** for AI-powered company research Anthropic Claude API** for PQL scoring logic Google Gemini API** for Slack message formatting Slack workspace** with OAuth app configured for posting messages Google Docs** containing your PQL criteria and ICP definition (publicly readable or authenticated access) Estimated Setup Time: 45-60 minutes including API credential configuration, Amplitude cohort definition, and PQL criteria document creation Installation Notes Amplitude cohort setup**: Define your PQL cohort using behavioral criteria (e.g., "Users who viewed 5+ pages AND invited team members in last 7 days"). Configure webhook to fire on cohort entry. PQL criteria document**: Create a Google Doc outlining your scoring components (usage intensity factors, ICP requirements, intent signals). Update the Google Docs Tool node with your document URL. Free email filtering**: The workflow includes logic to flag free email domains (Gmail, Yahoo, etc.) which you may want to route differently Testing tip**: Use Amplitude's "Test Webhook" feature to send sample payloads before going live Customization Options Replace People Data Labs** with Clearbit, Apollo, or other enrichment providers by swapping the HTTP Request node Add CRM integration** to automatically create opportunities or update lead scores in Salesforce/HubSpot Extend routing paths** by adding branches for warm/cold leads (e.g., trigger email sequences via Customer.io, Braze) Adjust scoring weights** by modifying the AI agent prompt or criteria document without touching workflow logic Multi-channel alerts** by duplicating output nodes to send to email, SMS, or CRM tasks in addition to Slack Category Sales Tags amplitude pql product-qualified-leads sales-automation lead-scoring enrichment people-data-labs slack-notifications ai-scoring revenue-operations Use Case Examples SaaS PLG companies**: Automatically escalate free trial users who hit usage milestones (API calls, integrations connected, team invites sent) to sales for upgrade conversations Developer tools**: Identify enterprise-ready accounts based on team size growth, deployment patterns, and GitHub integration usage, routing to enterprise sales team B2B marketplaces**: Surface buyers showing high-intent behavior (multiple searches, saved items, pricing page views) to account executives with company context for proactive outreach

Transform your fleet operations from paper-based chaos to intelligent automation - achieving 40% reduction in breakdowns, 100% inspection compliance, and predictive maintenance that saves thousands in repair costs. What This Workflow Does Revolutionizes fleet management with AI-driven vehicle inspections and predictive maintenance: 📝 Digital Inspections - Jotform captures daily vehicle checks with photos, mileage, and comprehensive checklists 🤖 AI Condition Analysis - Advanced AI Agent evaluates vehicle condition, safety ratings, and maintenance needs ⚠️ Smart Prioritization - Automatically flags critical issues (brakes, safety concerns, DOT compliance) 🔧 Maintenance Routing - Routes issues to appropriate shop teams with detailed work orders 📊 Predictive Maintenance - Tracks mileage thresholds and predicts upcoming service needs ✉️ Automated Notifications - Sends alerts to maintenance teams and confirmation to drivers 📈 Compliance Tracking - Monitors DOT inspections, registrations, and annual certifications 💰 Cost Management - Estimates repair costs and tracks downtime to optimize fleet budget 📋 Complete Documentation - Logs all inspections to Google Sheets for audits and analytics Key Features AI-Powered Vehicle Assessment: GPT-4 analyzes inspection data across 10+ components with safety ratings (0-100) Critical Issue Detection: Automatic identification of safety concerns, DOT violations, and immediate action items Mileage-Based Scheduling: Tracks oil changes, tire rotations, brake inspections with automated reminders Compliance Management: Monitors annual inspections, DOT certifications, and registration expiries Work Order Generation: Creates detailed maintenance orders with instructions, parts needed, and cost estimates Driver Performance Tracking: Evaluates vehicle care quality and identifies training needs Predictive Analytics: Forecasts upcoming maintenance based on usage patterns and vehicle age Emergency Routing: Critical issues trigger immediate alerts to maintenance supervisors Photo Documentation: Captures damage and odometer photos for insurance and warranty claims Real-Time Fleet Status: Tracks operational, out-of-service, and maintenance-required vehicles Cost Estimation: AI-generated repair cost ranges and downtime predictions DOT Audit Ready: Complete inspection logs formatted for regulatory compliance Perfect For Commercial Fleet Operators: Delivery companies, logistics firms managing 10-500+ vehicles Transportation Companies: Trucking fleets requiring DOT compliance and safety standards Service Businesses: Plumbing, HVAC, electrical companies with service vehicle fleets Government Fleets: Municipal vehicles, police departments, public works departments Rental Car Companies: Daily inspections and damage documentation for rental fleets Construction Companies: Heavy equipment and vehicle maintenance tracking Food Delivery Services: High-mileage vehicles requiring frequent inspections Ride-Share Fleet Managers: TNC vehicles needing daily safety checks What You'll Need Required Integrations Jotform - Digital inspection form with photo upload (free tier works) Create your form for free on Jotform using this link OpenAI API - GPT-4 for AI vehicle analysis (~$0.15-0.40 per inspection) Gmail - Automated notifications to maintenance teams and drivers Google Sheets - Inspection database, maintenance tracking, and compliance logs Optional Enhancements Twilio - SMS alerts for critical issues and driver notifications Google Calendar - Automated maintenance scheduling QuickBooks - Expense tracking and repair cost management Fleet Management Software - Integration with Geotab, Samsara, or Fleetio Zapier - Additional integration bridges for specialty systems Google Drive - Photo backup and document storage Maintenance Software - Connect to shop management systems Telematics Integration - Real-time mileage and diagnostics data Quick Start Import Template - Copy JSON and import into n8n Add OpenAI Credentials - Set up OpenAI API key (GPT-4 recommended for accuracy) Create Jotform - Build vehicle inspection form with these essential fields: Driver Info: Name, Email Vehicle Details: Vehicle ID, Make, Model, Year, License Plate Mileage: Current Odometer Reading Fuel Level: Dropdown (Full, 3/4, 1/2, 1/4, Empty) Inspection Checklist: Dropdowns for each component (Good, Fair, Poor, Needs Immediate Attention) Tires Brakes Lights (headlights, taillights, turn signals) Fluid Levels (oil, coolant, brake fluid) Engine Transmission Interior Condition Exterior Condition Issues: Yes/No dropdown + Long text for description Photos: File upload for damage photos and odometer photo Cleanliness Rating: 1-5 star rating Driver Notes: Textarea for additional comments Configure Gmail - Add Gmail OAuth2 credentials for notifications Setup Google Sheets: Create new spreadsheet for fleet tracking Add sheet named "Inspections" Replace YOUR_GOOGLE_SHEET_ID in the workflow Google Sheets will auto-populate columns on first run Customization Options AI Prompt Refinement: Tailor analysis for specific vehicle types (trucks, vans, sedans, heavy equipment) Custom Maintenance Intervals: Adjust service schedules based on manufacturer recommendations Multi-Location Support: Route work orders to different shop locations based on vehicle assignment Priority Escalation: Add manager approval workflows for expensive repairs Driver Training Module: Track recurring issues per driver and generate training recommendations Seasonal Adjustments: Different inspection criteria for winter/summer (tire tread, AC, heating) Vehicle Categories: Separate workflows for passenger vehicles, trucks, specialty equipment Cost Approval Thresholds: Require manager sign-off for repairs over $X amount Parts Inventory Integration: Check parts availability before scheduling maintenance Vendor Management: Route different issue types to specialized vendors Mobile Optimization: Design Jotform specifically for mobile/tablet use in vehicles Offline Mode: Enable Jotform offline submissions for areas with poor connectivity Expected Results 40% reduction in breakdowns - Predictive maintenance catches issues early 100% inspection compliance - Digital tracking eliminates missed checks 24-hour turnaround on maintenance scheduling vs days of manual coordination 30% cost savings - Preventive maintenance avoids expensive emergency repairs 60% faster inspections - Digital forms take 5 minutes vs 15+ for paper Zero lost paperwork - All inspections digitally stored and searchable 85% better DOT audit results - Complete, organized documentation 50% reduction in vehicle downtime - Proactive maintenance scheduling 95% driver compliance - Easy mobile forms increase participation Real-time fleet visibility - Instant status of all vehicles Pro Tips QR Code Access: Place QR codes in each vehicle linking directly to that vehicle's inspection form Pre-Fill Vehicle Data: Use Jotform conditional logic to auto-fill vehicle details when driver enters Vehicle ID Photo Requirements: Make damage and odometer photos mandatory for compliance Daily Reminders: Set up automated daily email/SMS reminders for drivers to complete inspections Seasonal Checklists: Adjust inspection criteria seasonally (winter: tire tread/battery; summer: AC/coolant) Benchmark Analysis: After 100+ inspections, analyze AI accuracy and refine the prompt with real examples Driver Training: Use AI driver performance ratings to identify training needs Telematics Integration: Connect to vehicle GPS/diagnostics for automatic mileage updates Parts Pre-Ordering: Use predictive maintenance to pre-order common parts before needed Maintenance History: Track vehicle-specific patterns (e.g., Vehicle #12 always needs brake work) Incentive Programs: Reward drivers with best vehicle care ratings Mobile-First Design: Ensure Jotform works perfectly on phones - most inspections done on mobile Learning Resources This workflow demonstrates advanced n8n automation: AI Agents with structured JSON output for reliable vehicle assessment Conditional routing based on criticality and safety ratings Database lookups for vehicle maintenance history Predictive analytics using mileage thresholds and time intervals Multi-recipient notifications with role-based messaging Compliance tracking with automatic deadline monitoring Cost estimation algorithms for budget planning Photo handling for documentation and insurance claims Error handling with fallback assessments Perfect for learning fleet operations automation and AI integration! 📊 Workflow Architecture 📝 Jotform Daily Inspection ↓ 🧾 Parse Inspection Data ↓ 📊 Get Vehicle History │ ├─ Last service dates │ ├─ Mileage calculations │ └─ Compliance deadlines ↓ 🤖 AI Fleet Analysis (GPT-4) │ ├─ Condition assessment │ ├─ Safety rating (0-100) │ ├─ Critical issue detection │ ├─ Maintenance recommendations │ ├─ Cost estimation │ ├─ DOT compliance check │ └─ Work order generation ↓ 🔗 Extract & Merge AI Analysis ↓ ⚡ Critical Issue Check ├─ TRUE → 🚨 Critical Alert Email (Maintenance) └─ FALSE → 📋 Routine Report Email (Maintenance) ↓ ✉️ Driver Confirmation Email │ ├─ Inspection received │ ├─ Vehicle status │ ├─ Maintenance scheduled │ └─ Safety notices ↓ 📊 Log to Google Sheets └─ Inspection database └─ Audit trail └─ Analytics data 🔐 Compliance & Security Ready to transform your fleet management? Import this template and eliminate breakdowns, ensure compliance, and save thousands in maintenance costs through AI-powered predictive maintenance! 🚗✨ Questions or customization needs? The workflow includes detailed sticky notes explaining each component and decision point.

Transform month-end reporting from manual drudgery to automated intelligence - automatically pull P&L data from accounting systems, detect financial anomalies, generate AI-powered insights, calculate health scores, and distribute professional reports with conditional CFO review and smart team alerts. What This Workflow Does Revolutionizes financial reporting with intelligent automation, anomaly detection, and AI-powered analysis: Scheduled Monthly Automation** - Runs automatically on 1st of each month at 9 AM, eliminating manual trigger requirements Dual Period Data Fetching** - Pulls current and previous month P&L data from accounting systems for comparative analysis Automatic Period Calculation** - Intelligently calculates reporting dates for current month and comparison period Smart Data Validation** - Merges and validates financial data from multiple sources ensuring calculation accuracy Growth Rate Analysis** - Automatically calculates month-over-month growth for revenue, expenses, and net income Intelligent Anomaly Detection** - Flags revenue changes >20%, expense growth >15%, and budget variances >25% Financial Health Scoring** - Computes 0-100 health score based on profitability, growth, expenses, and anomaly count AI-Powered Executive Insights** - Generates CFO-level summaries, identifies top concerns, provides actionable recommendations Budget Variance Analysis** - Detailed tracking of budget vs actual with percentage variances by expense category Conditional CFO Review** - Routes reports with health scores <50 or 3+ anomalies through executive approval Professional Report Design** - Creates color-coded reports with health banners, metric cards, and anomaly alerts AI Insights Section** - Prominently displays executive summary, key insights, and recommended actions Anomaly Alert Display** - Visual severity badges (high/medium) with detailed anomaly descriptions Comparative P&L Statements** - Side-by-side current vs previous period with growth percentages PDF Conversion** - Transforms HTML into print-ready, board-presentation quality PDF reports Google Drive Archival** - Automatically saves reports to organized folders with searchable filenames by period Automated Email Distribution** - Sends reports to stakeholders (CEO, CFO, Board) with AI insights in email body Context-Aware Notifications** - Critical Slack alerts for health <60, standard notifications for healthy financials Multi-Currency Support** - Handles USD, EUR, GBP with proper currency symbols and formatting Fiscal Year Tracking** - Organizes reports by fiscal year with period identification and report ID tracking Key Features Proactive Anomaly Detection**: Automatically flags unusual financial patterns before they become major issues using configurable thresholds AI Financial Analysis**: GPT-4 generates executive summaries, identifies top 3 concerns, and provides 2-3 actionable recommendations Health Score Algorithm**: 0-100 scoring system weighing profitability (+20), revenue growth (+15), expense control (+10), and anomaly absence (+5) Smart Routing Logic**: Critical issues (health <50 or 3+ anomalies) trigger CFO review, healthy reports auto-distribute Visual Health Indicators**: Color-coded banners (green/yellow/red) instantly communicate financial status Severity-Based Alerts**: High-severity anomalies get urgent Slack notifications, normal reports get standard updates Comparative Analytics**: Side-by-side period comparison showing dollar amounts and percentage changes Budget Compliance Tracking**: Highlights categories over/under budget with color-coded variance indicators Automated Commentary**: AI-generated insights eliminate manual analysis and report writing Real-Time Data Integration**: Fetches live data from accounting APIs ensuring reports reflect latest financials Conditional Workflows**: Different paths for critical vs healthy financials ensuring appropriate oversight Professional Formatting**: Board-ready reports with company branding, metric dashboards, and executive summaries Perfect For CFO Offices** - Automated monthly reporting with AI insights for board presentations and investor updates Finance Departments** - Eliminate 4-6 hours of manual report creation and variance analysis Controllers** - Proactive budget monitoring with automatic anomaly detection and alerts Accounting Firms** - Scalable client reporting with AI-generated commentary and insights Private Equity** - Portfolio company monitoring with health scoring and automated distribution Investment Firms** - Standardized reporting across portfolio companies with comparative analytics Small Business Owners** - Executive-level insights without hiring a full-time CFO Nonprofit Organizations** - Board reporting with budget variance tracking for grants and donations Startups** - Investor updates with professional formatting and AI-powered analysis Corporate Finance Teams** - Monthly business reviews with automated data compilation and presentation What You Will Need Required Integrations Accounting System API** - QuickBooks, Xero, FreshBooks, or custom REST API for P&L data extraction (API credentials required) HTML to PDF API** - PDF conversion service (API key required) - approximately 1-5 cents per report OpenAI API** - GPT-4 access for AI insights generation (API key required) - approximately 5-10 cents per report Gmail or SMTP** - Email delivery service for distributing reports to stakeholders Google Drive** - Cloud storage for report archival and compliance record-keeping Optional Integrations Slack Webhook** - Finance team notifications with metrics and alert levels based on health scores CRM Integration** - Link to customer data for revenue attribution and customer segment analysis Data Warehouse** - Connect to Snowflake, BigQuery for consolidated multi-source reporting Business Intelligence Tools** - Export data to Tableau, Power BI for deeper trend analysis Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure Accounting API - Update "Fetch Current P&L" and "Fetch Previous P&L" nodes with your accounting system API endpoint and credentials Set Schedule - Adjust "Schedule Monthly" trigger if needed (default: 1st of month, 9 AM) Setup OpenAI - Add OpenAI API credentials to "AI Financial Insights" node for automated analysis Configure PDF Service - Add HTML to PDF API credentials in the "HTML to PDF" node Setup Gmail - Connect Gmail OAuth2 credentials and update sender email in "Send to Stakeholders" node Connect Google Drive - Add Google Drive OAuth2 credentials and set folder ID for report archival in "Save to Google Drive" node Customize Company Info - Edit "Prepare Report Data" node with your company name, logo URL, fiscal year, and prepared by information Configure Stakeholders - Update stakeholder list with actual recipient names and email addresses for automated distribution Set Anomaly Thresholds - Adjust detection thresholds in "Analyze Financial Data" node if your business requires different sensitivity levels Configure Slack - Add Slack webhook URLs in "Alert - Critical" and "Notify - Standard" nodes for team notifications Test Workflow - Run manually with sample data to verify API connections, calculations, AI insights, and PDF generation Monitor First Run - Check first automated execution on the 1st to ensure accounting data pulls correctly Customization Options Anomaly Thresholds** - Adjust revenue (default 20%), expense (default 15%), and variance (default 25%) sensitivity levels Health Score Weights** - Modify scoring algorithm bonuses for profitability, growth, expense control, and anomaly absence AI Prompt Engineering** - Customize AI instructions to focus on specific financial metrics or industry concerns Report Templates** - Create different HTML designs for monthly vs quarterly vs annual reports Multi-Department Reporting** - Generate separate reports for each business unit with department-specific budgets Custom Metrics** - Add industry-specific KPIs like EBITDA, burn rate, runway, CAC, LTV, ARR, MRR Chart Integration** - Add revenue trend charts, expense pie charts using Chart.js or D3.js libraries Drill-Down Links** - Embed links to detailed transaction reports in accounting system for deeper analysis Year-Over-Year Comparisons** - Extend to include YoY analysis alongside month-over-month comparisons Forecast Integration** - Add forecast vs actual comparisons with variance explanations and revised projections Cash Flow Statements** - Extend to include operating, investing, financing cash flows and balance sheet summaries Scenario Analysis** - Add best case, worst case, and expected case financial projections for decision modeling Multi-Currency Consolidation** - Aggregate financial data from international entities with exchange rate conversions Approval Workflows** - Add multi-level review and approval steps before distribution to board or investors Alert Escalation** - Configure progressive alerts to VP Finance, CFO, CEO based on severity and response time Expected Results 95% time savings** - Reduce monthly reporting from 4-6 hours to 15 minutes of automated execution 100% calculation accuracy** - Eliminate manual errors in growth rates, variances, and health scoring Proactive issue detection** - Identify financial anomalies on day 1 instead of discovering them mid-month Executive-level insights** - AI generates CFO-quality analysis without requiring finance expertise Faster decision making** - Stakeholders receive reports with actionable recommendations on 1st of month Improved oversight** - Conditional CFO review ensures critical issues get executive attention Reduced fire drills** - Anomaly detection prevents surprises in board meetings or investor calls Better budget control** - Immediate visibility into 25%+ variances enables faster corrective action Enhanced credibility** - AI-powered insights and professional reports improve stakeholder confidence Scalable intelligence** - Handle 10x more entities without additional analysts or manual work Compliance automation** - Automated archival with report IDs meets audit and regulatory requirements Strategic focus shift** - Finance team shifts from manual reporting to strategic planning and analysis Pro Tips Validate API Connections** - Test accounting system API calls before month-end to avoid production failures Customize AI Context** - Tailor AI prompts with your industry terminology and specific concerns for better insights Set Realistic Thresholds** - Adjust anomaly detection based on your business volatility and acceptable variance Review First AI Output** - Validate AI insights quality in first few runs and refine prompts as needed Schedule Buffer Time** - Run workflow after accounting close is complete to ensure data accuracy Test Alert Routing** - Verify CFO review emails trigger correctly for critical health scores Archive Systematically** - Organize Drive folders by fiscal year and report type for easy retrieval Monitor Health Trends** - Track health scores over time to identify improving or declining financial patterns Document Anomalies** - Keep log of flagged anomalies and corrective actions for continuous improvement Customize for Audience** - Different stakeholder lists for internal management vs board vs investors Version Control Reports** - Use report ID and timestamps in filenames for easy version tracking Benchmark Thresholds** - Compare your anomaly thresholds against industry standards and adjust accordingly Secure Sensitive Data** - Use encrypted email or secure portal for highly confidential financial reports Regular Threshold Review** - Quarterly review and adjust detection thresholds based on false positive rates AI Insight Validation** - Spot-check AI recommendations against CFO analysis to ensure quality Business Impact Metrics Track these key metrics to measure workflow success: Report Generation Time** - Average minutes from trigger to stakeholder inbox (target: under 15 minutes) Anomaly Detection Rate** - Percentage of financial issues flagged by workflow vs manually discovered (target: >80%) AI Insight Quality** - CFO rating of AI recommendations usefulness on 1-5 scale (target: 4+) Health Score Accuracy** - Correlation between health scores and actual financial performance outcomes False Positive Rate** - Percentage of flagged anomalies that were not actual issues (target: <20%) CFO Review Efficiency** - Time saved on critical issue analysis with pre-flagged anomalies and AI insights Distribution Timeliness** - Days after month close when stakeholders receive report (target: day 1) Finance Team Productivity** - Hours saved monthly on reporting and analysis (typical: 20-30 hours) Budget Adherence** - Improvement in staying within budget after implementing proactive variance alerts Decision Response Time** - Days from anomaly detection to management corrective action Report Accuracy** - Percentage of reports with calculation errors (target: 0%) Stakeholder Satisfaction** - Survey rating on report clarity, insights, and actionable recommendations (target: 4.5/5) Template Compatibility Compatible with n8n version 1.0 and above Works with n8n Cloud and Self-Hosted instances Requires OpenAI API access (GPT-4 recommended for best insights) Requires HTML to PDF API service subscription Requires accounting system with REST API (QuickBooks, Xero, FreshBooks, or custom) No coding required for basic setup Fully customizable for industry-specific requirements Integrates with major accounting platforms via API Multi-currency support built-in Supports monthly reporting cycles (extendable to quarterly/annual) Ready to transform your financial reporting? Import this template and start generating intelligent financial reports with AI-powered insights, automatic anomaly detection, health scoring, and conditional CFO review - freeing your finance team to focus on strategic decision-making instead of manual number-crunching and report writing!

Description Automate your team's daily stand-ups with AI-powered morning briefs, directly pulled from ClickUp tasks and shared via Slack and Gmail every morning. ☀️📋💬 What This Template Does Triggers automatically at 9:15 AM each morning via cron. ⏰ Fetches the latest sprint and all active or due-today tasks from ClickUp. Categorizes tasks by status, priority, and assignee for clear visibility. Uses Azure OpenAI GPT-4o to generate a detailed, structured morning summary. Formats the AI summary into a clean HTML email and a Slack post. Sends automated updates to Gmail and Slack channels. Includes real-time error detection and Slack alerts for quick debugging. Key Benefits ✅ Eliminates manual stand-up prep by generating AI-driven daily reports. ✅ Keeps teams aligned with clear task summaries and blocker tracking. ✅ Automatically distributes updates across Slack and Gmail. ✅ Provides HTML-formatted emails and Slack markdown summaries. ✅ Reduces time spent on daily check-ins and sprint reviews. Features Fully automated daily scheduling using cron triggers. Real-time task fetching and categorization from ClickUp. GPT-4-powered summarization for executive-style briefs. Responsive HTML email builder for beautiful reports. Slack integration for quick, shareable updates. Error handling with dedicated Slack notifications. Requirements ClickUp OAuth2 credentials for task access. Azure OpenAI GPT-4o API credentials for summary generation. Slack API credentials for channel posting. Gmail OAuth2 credentials for sending email reports. Target Audience Project managers and team leads needing automated daily briefings 👩‍💼 Development teams using ClickUp for sprint and task tracking 💻 Agencies or operations teams coordinating across tools 🔄 Remote teams seeking quick alignment and productivity boosts 🌍 Step-by-Step Setup Instructions Connect your ClickUp account via OAuth2 and update Team, Space, and Folder IDs. ⚙️ Add Azure OpenAI GPT-4o credentials for AI summary generation. 🤖 Configure Slack OAuth2 credentials and set the target channel ID. 💬 Connect Gmail OAuth2 and define recipient email addresses. 📧 Customize the schedule trigger time (default: 9:15 AM). 🕒 Test the workflow to verify proper data retrieval and message delivery. 🚀