Workflow Templates

Who's it for? This template is perfect for teams, communities, or anyone who wants a fun, automated way to remember and celebrate birthdays. If you love space and want to make someone's special day a little more cosmic, this is for you. It's a great way to boost morale and ensure no one's birthday is forgotten. How it works / What it does The workflow runs automatically every morning. It reads a list of birthdays from your Google Sheet and checks if any match the current date. If a match is found, it fetches the latest Earth image from NASA's EPIC API and uses an AI model to generate a unique, space-themed birthday greeting. Finally, it sends a personalized HTML email to the birthday person and posts a celebratory message in your designated Slack channel. Requirements A Google Sheet with columns for Name, Email, and Birthday (in a format like YYYY-MM-DD). Credentials for Google Sheets, Gmail, OpenAI, and Slack configured in your n8n instance. How to set up Configure Credentials: Add your API credentials for Google (for both Sheets and Gmail), OpenAI, and Slack in the respective nodes. Set Up Google Sheet: In the "Get Birthday Roster" node, enter your Google Sheet ID and the name of the sheet where the birthday list is stored. Configure Slack: In the "Post Slack Notification" node, select the channel where you want birthday announcements to be posted. Activate Workflow: Save and activate the workflow. It will now run automatically every day! How to customize the workflow Change the schedule: Modify the CRON expression in the "Every Morning at 7:00" node to change when the workflow runs. Adjust the AI prompt: Edit the system message in the "Generate Space Birthday Message" node to alter the tone, length, or style of the AI-generated greetings. Customize the email design: Modify the HTML in the "Send Birthday Email" node to change the look and feel of the birthday message.

Automate admin tasks for manufacturing companies by processing emails, extracting key data from invoices & purchase orders, and delivering instant alerts via Gmail and Telegram. 📝 Description This workflow automatically: Fetches incoming emails from Gmail Classifies emails (invoices, purchase orders, payment follow-up, etc.) using AI Sends tailored auto-replies based on content and attachment presence Extracts structured data from attached invoices/POs (PDFs etc.) Delivers alerts and document files to your team via Telegram Logs or routes data for further use in accounting or internal systems ⚙️ Pre-Conditions & Requirements Before using this workflow, you need: Gmail Account with API access (for OAuth2 authentication) Telegram Bot API Token (create a Telegram bot and get your API key) Optional: API credentials for Google Sheets or other data sinks if you want to log extracted data OpenRouter API credentials (for LLM-powered nodes, if used) Access to an n8n instance (cloud or self-hosted) 🛠 Setup Instructions Import the Workflow: Download the JSON file and import it into your n8n instance. Connect Accounts: Configure the Gmail Trigger node with your Gmail OAuth2 credentials Set up the Telegram node with your bot API token Set Required Variables: Adjust AI instructions or prompt text if needed (for your company’s tone/templates) Customize labels, keywords, or filters in code nodes for your use case Set target Telegram chat/group IDs Test the Workflow: Send a sample email with attachments to your Gmail account Confirm that emails are classified, replies are sent, and Telegram notifications/mobile alerts are delivered as expected Review and Connect Optional Modules: For logging or archiving extracted data, connect additional “Google Sheets” or “Webhook” nodes as needed 🧩 Customization Tips Modify Email Categories: Update AI prompt instructions or filters to add/change labels (“Vendor Query,” “Partial Payment,” etc.) Attachment Handling: Edit the code node logic to detect and process additional file types (DWG, XLSX, ZIP, etc.) Notification Logic: Change the Telegram destination or add Slack/Microsoft Teams for broader team alerts Data Logging: Add nodes for CRM, inventory, or ERP integration (push to your accounting or workflow management tool) Example AI Prompt (for categorization) text You are the personal emailing assistant for Zenith Engineering, a manufacturing company... Your tasks: Categorize each email by priority Draft polite, professional replies... Identify and label attachments such as invoices, POs, drawings Response should be a valid JSON object: {"Label":"Important", "Response":"..."} If you have any doubts and questions let me know : smonu2303@gmail.com from Pune. Linkedin: https://www.linkedin.com/in/raj-more-171560bb/

Description This workflow intelligently analyzes incoming Gmail emails, classifies intent using GPT-4, and sends real-time Slack notifications while logging structured data into Google Sheets. It provides a smart, AI-assisted communication workflow that saves time and ensures no important email is overlooked. 🤖💌📊 What This Template Does Monitors Gmail for unread or new incoming emails. 📥 Extracts sender, subject, and body content for processing. ✉️ Uses GPT-4 to analyze email intent and determine priority. 🧠 Formats key insights (sender, summary, intent, urgency). 🧾 Posts structured summaries and priority alerts in Slack. 💬 Logs all processed emails with classification results in Google Sheets. 📊 Sends error notifications in case of API or parsing failures. 🚨 Key Benefits ✅ AI-driven email intent classification for smarter response handling. ✅ Seamless Slack notifications for high-priority or urgent emails. ✅ Maintains a centralized record of email insights in Google Sheets. ✅ Reduces response time by surfacing critical messages instantly. ✅ Minimizes manual email triage and improves team productivity. Features Real-time Gmail monitoring for unread emails. AI-based classification using GPT-4. Slack notifications with rich formatting and urgency tagging. Google Sheets logging for tracking and analytics. Built-in error handling with notification alerts. Modular setup for easy credential reuse across projects. Requirements Gmail OAuth2 credentials with inbox read access. Slack Bot token with chat:write and channels:history scopes. Google Sheets OAuth2 credentials for data logging. Azure OpenAI (or OpenAI GPT-4) API credentials. n8n instance (cloud or self-hosted). Target Audience Customer support teams managing shared inboxes. Operations teams tracking email-based requests. Sales or marketing teams prioritizing inbound leads. AI automation enthusiasts optimizing email workflows. Remote teams using Slack for real-time updates. Step-by-Step Setup Instructions Connect your Gmail, Slack, Google Sheets, and GPT-4 credentials in n8n. 🔑 Specify the Gmail search filter (e.g., is:unread) for tracking new emails. 📬 Add your Slack channel ID in the notification node. 💬 Set your Google Sheet ID and tab name for logging results. 📊 Run once manually to verify connection and output structure. ✅ Enable the workflow for continuous, real-time execution. 🚀

This n8n template demonstrates how to automatically process incoming invoice emails using AI to extract structured data, organize files in Google Drive, log everything in Google Sheets, and forward to your accounting system, completely hands-free. Use cases are many: Perfect for freelancers managing client invoices, small businesses handling supplier bills, accounting departments processing high invoice volumes, or anyone who wants to eliminate manual data entry and maintain a perfectly organized invoice archive! Good to know The AI extraction works with most standard invoice formats but may require prompt adjustments for unusual layouts. Ensure your IMAP email account allows external app connections and has sufficient storage for the archive folder. Google Drive folder structure is automatically created if it doesn't exist yet. How it works The IMAP Email trigger monitors your inbox for new messages with attachments. JavaScript splits multiple attachments into separate items, ensuring each invoice is processed individually. PDF text extraction reads the content from each invoice file. An AI model (like OpenAI or Gemini) analyzes the extracted text and identifies key fields: company name, invoice number, date, amount, VAT, and more. Additional date metadata is generated (month, year, formatted dates) for smart categorization. The invoice PDF is uploaded to a temporary "Incoming Files" folder on Google Drive for safe processing. The workflow searches for or creates the correct monthly folder (e.g., "Invoices / October 2025") in your Drive structure. The invoice is moved to the final destination with a clean, standardized filename: 2025-10-02_Company-Name_InvoiceNumber.pdf. All extracted data is logged to Google Sheets for easy tracking, reporting, and audit trails. The finalized invoice is forwarded to your DateV accounting email inbox. The original email is automatically moved to an archive folder, keeping your inbox clean and organized. How to use The IMAP trigger is configured for continuous monitoring, but you can adjust the polling interval based on your needs. Customize the AI prompt to match your specific invoice formats or extract additional fields relevant to your business. The folder structure on Google Drive can be modified to match your existing organization system. Requirements IMAP-enabled email account (Gmail, Outlook, or any email provider supporting IMAP) Google Drive account for file storage Google Sheets for invoice logging AI model access (OpenAI, Gemini, or compatible LLM for data extraction) DateV email address (or replace with your preferred accounting system) Customising this workflow Replace the DateV email step with integrations to other accounting platforms like Xero, QuickBooks, or Lexoffice. Add conditional logic to route different invoice types to different folders or sheets. Extend the AI extraction to include line items, payment terms, or custom fields specific to your industry. Connect additional notifications via Slack, Teams, or SMS when high-value invoices are received. Disclaimer: The node to move the e-mail is a community-node, so it’s only for self-hosting.

🤖 AI-Powered Job Matcher & Resume Customizer Description This advanced workflow automates the entire job search and preparation process, moving beyond simple notifications to provide AI-driven career intelligence. It connects to LinkedIn to scrape fresh job postings, filters against jobs you've already seen, and then uses powerful LLMs (Mistral Large/Small) to perform a detailed resume-to-job match, generate tailored cover letters, and provide concrete resume improvement suggestions. All data is logged into a Google Sheet for comprehensive tracking, and a clean, single Daily Digest Email summarizes the top 5 matches found each day. ✨ Key Features Automated Scheduling:** Runs daily to find new job postings. Multi-Keyword Search:** Uses your main job title and three alternate titles generated by an AI Agent for maximum search coverage. LinkedIn Web Scraping:** Pulls new job URLs, details, location, and salary data from LinkedIn Search results. Duplicate Prevention:* Uses the *Compare Datasets** node to ensure only new, unseen jobs are processed against your master Google Sheet. Intelligent Matching (LLM):** The workflow performs a detailed job-to-resume comparison, generating: A Match Score (0-100) with evidence for alignment in skills, experience, and domain. A Tailored Cover Letter specific to the job title and company. Actionable Resume Improvement points (e.g., [ADD], [QUANTIFY]) to optimize your resume for the specific role. Centralized Tracking:* Saves all job data, match scores, cover letters, and resume suggestions to a *Google Sheet**. Professional Daily Digest:* Sends a single, clean *HTML email** summarizing the top 5 highest-scoring job matches for easy review. 🛠️ Prerequisites n8n Credentials: Google Drive: To download your resume (PDF/DOCX file URL). Google Sheets: To connect to your job tracking sheet. Gmail: To send the daily digest email. Mistral Cloud: For the LLM processing (Resume Breakdown, Job Matching, and Resume Analysis). External Files: A Job Tracking Google Sheet (used as a master database). Your current Resume file (PDF recommended, hosted on Google Drive). Setup Notes: Update the file links (Download Resume node) and Google Sheet details (Get row(s)/Append nodes). Set your personal email address in the Send Digest Email node. Review the LLM prompts to tailor the AI agent's persona and output fields to your exact needs.

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.

Promo Seeker automatically finds, verifies, and delivers active promo codes to users via Telegram or email using SerpAPI + Gemini (OpenRouter). Saves hours of manual searching and deduplicates results into an n8n Data Table for fast reuse. Why Use This Workflow? Time Savings: Reduces manual promo hunting from 2 hours to 5 minutes per query. Cost Reduction: Cuts reliance on paid scraping tools or manual services — potential savings of $50–$200/month. Error Prevention: Cross-references sources and enforces a 30‑day recency filter to reduce expired-code hits by ~60% vs single-source checks. Scalability: Handles hundreds of queries per day with Data Table upserts and optional scheduling for continuous discovery. Ideal For Marketing / Growth Managers:** Quickly discover competitor or partner discounts to promote in campaigns. Customer Support / Operations:** Respond to user requests with verified promo codes via Telegram or email. Affiliate / Content Teams:** Aggregate and maintain a clean promo feed for newsletters or site widgets. How It Works Trigger: Incoming request via Webhook, Telegram message, Google Form submission, or scheduled run. Data Collection: The LangChain agent uses SerpAPI search results and Gemini (OpenRouter) to locate recent promo codes. Processing: Filter for recency (last 30 days), extract code, value, terms, and expiry. Intelligence Layer: Gemini 2.5 Pro (OpenRouter) + LangChain agent structure and verify results, outputting a standardized JSON. Output & Delivery: If a code exists in the Data Table, notify the requester via Telegram and Gmail; otherwise, return results and upsert them into the Data Table. Storage & Logging: Results stored/upserted in an n8n Data Table to prevent duplicates and enable fast lookups. Setup Guide Prerequisites | Requirement | Type | Purpose | |-------------|------|---------| | n8n instance | Essential | Execute the workflow — import JSON to your n8n instance | | SerpAPI account | Essential | Web search results for promo code discovery | | OpenRouter (Gemini) account | Essential | Language model (Gemini 2.5 Pro) for extraction and verification | | Telegram Bot (BotFather) | Essential | Receive queries and send promo notifications | | Gmail OAuth2 | Essential | Send rich email notifications | | n8n Data Tables | Essential | Store and deduplicate promo code records | Get your n8n instance here: n8n instance — import the JSON and begin configuration. (Repeat link for convenience) n8n instance Installation Steps Import the JSON workflow into your n8n instance. Configure credentials (use n8n's Credentials UI — do NOT paste keys into nodes): SerpAPI: paste your SerpAPI API Key from your SerpAPI dashboard. OpenRouter API: paste your OpenRouter API Key (for Gemini 2.5 Pro). Telegram API: create bot via @BotFather, then add Bot Token to Telegram credentials. Gmail OAuth2: use n8n's Gmail OAuth2 credential flow and authorize the account. Update environment-specific values: Webhook path: /v1/promo-seeker (configured in the Webhook node) or replace with your preferred path. Data Table ID: point to your own Data Table Form/webhook recipient fields (email/chatId mappings). Customize settings: Adjust the LangChain agent prompt (Promo Seeker Agent) for different recency windows or regional focus. Change max results/limit on the Data Table node (default limit = 3). Test execution: Trigger via Telegram or a POST to the webhook with sample payload: { "platform":"example.com", "email":"you@domain.com" } Confirm notifications arrive and Data Table rows are upserted. Technical Details Core Nodes | Node | Purpose | Key Configuration | |------|---------|-------------------| | SerpAPI | Fetch web search results | Provide credential; adjust search params in agent prompt | | Gemini 2.5Pro (OpenRouter) | Extract & verify promo details | Use OpenRouter credential; model google/gemini-2.5-pro | | Promo Seeker Agent (LangChain) | Orchestrates search + parsing | System prompt enforces 30‑day recency & result format | | Structured Output Parser | Validates agent output | JSON schema example for platform/code/value/terms/validUntil | | Data Table (Get row(s)) | Lookup existing promos | Filters by platform; limit = 3 | | If (Code Exist?) | Branching logic | Checks existence of platform field | | Data Table (Upsert row(s)) | Insert or update promo | Mapping from agent output to Data Table columns | | Telegram Trigger / Telegram | Receive queries & notify users | Webhook-based trigger; parse_mode = HTML for messages | | Gmail | Send rich HTML emails | Uses Gmail OAuth2 credential | | Webhook / Form Trigger | Alternate inputs | Webhook path /v1/promo-seeker and Form trigger for manual submissions | Workflow Logic On trigger, the Platform Set node normalizes the incoming query and receiver. Get row(s) checks Data Table for existing promos. If found: notify via Telegram and send Gmail (email template included). If not found: the Promo Seeker Agent runs SerpAPI searches, parses structured output, then Upsert row(s) saves results and notifications are sent. Structured Output Parser enforces correct JSON to avoid bad upserts. Customization Options Basic Adjustments Recency window: change the agent prompt to 7/14/30 days. Result limit: increase Data Table Get limit or change Upsert batch size. Advanced Enhancements Add Slack or Microsoft Teams notifications (moderate complexity). Add caching layer (Redis) to reduce repeated SerpAPI calls (advanced). Parallelize searches across multiple search engines (higher API usage & complexity). Performance & Optimization | Metric | Expected Performance | Optimization Tips | |--------|----------------------|-------------------| | Execution time | 8–30s per new search (depends on SerpAPI + LM response) | Reduce SerpAPI page depth; cache recent results | | API calls | 3–10 SerpAPI calls per complex query | Batch queries; use higher-quality search params | | Error handling | Agent retries on malformed output | Use retry nodes and set onError strategy for downstream nodes | Troubleshooting | Problem | Cause | Solution | |---------|-------|----------| | No results returned | Query too vague or rate-limited API | Improve query specificity; check SerpAPI quota | | Gmail send fails | OAuth scope not granted or token expired | Reconnect Gmail OAuth2 credential in n8n | | Telegram webhook not firing | Incorrect bot token or webhook setup | Recreate Telegram credential and check bot permissions | | Duplicate rows | Upsert mapping mismatch | Ensure promoCode mapping in Upsert matches structured output | | Agent returns malformed JSON | LM prompt too permissive | Tighten the agent system prompt and validate with Structured Output Parser | Created by: khaisa Studio Category: Marketing Automation Tags: promo-codes, coupons, serpapi, telegram, gmail, openrouter, data-tables Need custom workflows or help adapting this template? 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How it works This workflow monitors customer health by combining payment behavior, complaint signals, and AI-driven feedback analysis. It runs on daily and weekly schedules to evaluate risk levels, escalate high-risk customers, and generate structured product insights. High-risk cases are notified instantly, while detailed feedback and audit logs are stored for long-term analysis. Step-by-step Step 1: Triggers & mode selection** Daily Risk Check Trigger – Starts the workflow on a daily schedule. Weekly schedule1 – Triggers the workflow for weekly summary runs. Edit Fields3 – Sets flags for daily execution. Edit Fields2 – Sets flags for weekly execution. Switch1 – Routes execution based on daily or weekly mode. Step 2: Risk evaluation & escalation** Fetch Customer Risk Data – Pulls customer, payment, product, and complaint data from PostgreSQL. Is High Risk Customer? – Evaluates payment status and complaint count. Prepare Escalation Summary For Low Risk User – Assigns low-risk status and no-action details. Prepare Escalation Summary For High Risk User – Assigns high-risk status and escalation actions. Merge Risk Result – Combines low-risk and high-risk customer records. Send a message4 – Sends the customer risk summary via Gmail. Send a message5 – Sends the same risk summary to Discord. Code in JavaScript3 – Appends notification status and timestamps. Append or update row in sheet3 – Logs risk evaluations and notification status in Google Sheets. Step 3: AI feedback & reporting** Get row(s) in sheet1 – Fetches customer records for feedback analysis. Loop Over Items1 – Processes customers one by one. Prompt For Model1 – Builds a structured prompt for product feedback analysis. HTTP Request1 – Sends data to the AI model for insight generation. Code in JavaScript – Merges AI feedback with original customer data. Append or update row in sheet – Stores AI-generated feedback in Google Sheets. Wait1 – Controls execution pacing between records. Merge1 – Prepares consolidated feedback data. Send a message1 – Emails the final AI-powered feedback report. Why use this? Detect customer churn risk early using payment and complaint signals Automatically escalate high-risk customers without manual monitoring Convert raw customer issues into executive-ready product insights Keep a complete audit trail of risk, feedback, and notifications Align support, product, and leadership teams with shared visibility

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

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

Transform procurement from manual chaos to intelligent automation - AI-powered supplier selection analyzes urgency, cost, and delivery requirements to recommend optimal vendors, then automatically generates professional POs, manages approval workflows, and tracks delivery while maintaining complete audit trails. What This Workflow Does Revolutionizes purchase order management with AI-driven supplier optimization and automated procurement workflows: Webhook-Triggered Generation** - Automatically creates POs from inventory systems, manual requests, or threshold alerts Smart Data Validation** - Verifies item details, quantities, pricing, and calculates totals with tax and shipping AI Supplier Selection** - OpenAI agent analyzes order requirements and recommends optimal supplier based on multiple factors Intelligent Analysis** - AI considers urgency level, total value, item categories, delivery requirements, and cost optimization Multi-Supplier Database** - Maintains supplier profiles with contact details, payment terms, delivery times, and specializations Approval Workflow** - Routes high-value orders (>$5000) for management approval before supplier notification Professional PO Generation** - Creates beautifully formatted purchase orders with company branding and complete details AI Insights Display** - Shows supplier selection reasoning, cost optimization notes, and alternative supplier recommendations PDF Conversion** - Transforms HTML into print-ready, professional-quality purchase order documents Automated Email Distribution** - Sends POs directly to selected suppliers with all necessary attachments Google Drive Archival** - Automatically saves POs to organized folders with searchable filenames Procurement System Logging** - Records complete PO details, supplier info, and status in centralized system Delivery Tracking** - Monitors order status from placement through delivery confirmation Slack Team Notifications** - Real-time alerts to procurement team with PO details and AI recommendations Urgency Classification** - Prioritizes orders based on urgency (urgent, normal) affecting supplier selection Cost Optimization** - AI identifies opportunities for savings or faster delivery based on requirements Key Features AI-Powered Supplier Matching**: Machine learning analyzes order characteristics and recommends best supplier from database based on delivery speed, cost, and specialization Intelligent Trade-Off Analysis**: AI balances cost vs delivery time vs supplier capabilities to find optimal choice for specific order requirements Automatic PO Numbering**: Generates unique sequential purchase order numbers with format PO-YYYYMM-#### for tracking and reference Approval Threshold Management**: Configurable dollar thresholds trigger approval workflows for high-value purchases requiring management authorization Multi-Criteria Supplier Selection**: Considers urgency level, order value, item categories, delivery requirements, and historical performance Supplier Specialization Matching**: Routes technology orders to tech suppliers, construction materials to building suppliers, etc. Cost vs Speed Optimization**: AI recommends premium suppliers for urgent orders and budget suppliers for standard delivery timelines Alternative Supplier Suggestions**: Provides backup supplier recommendations in case primary choice is unavailable Real-Time Pricing Calculations**: Automatically computes line items, subtotals, taxes, shipping, and grand totals Payment Terms Automation**: Pulls supplier-specific payment terms (Net 30, Net 45, etc.) from supplier database Shipping Address Management**: Maintains multiple delivery locations with automatic address population Special Instructions Field**: Captures custom requirements, delivery notes, or handling instructions for suppliers Item Catalog Integration**: Supports product codes, descriptions, quantities, and unit pricing for accurate ordering Audit Trail Generation**: Complete activity log tracking PO creation, approvals, supplier notification, and delivery Status Tracking System**: Monitors PO lifecycle from creation through delivery confirmation with real-time updates Multi-Department Support**: Tracks requesting department for budget allocation and accountability Perfect For Retail Stores** - Automated inventory reordering when stock reaches threshold levels Manufacturing Companies** - Raw material procurement with delivery scheduling for production planning Restaurant Chains** - Food and supplies ordering with vendor rotation and cost optimization IT Departments** - Equipment purchasing with approval workflows for technology investments Construction Companies** - Materials procurement with urgency-based supplier selection for project timelines Healthcare Facilities** - Medical supplies ordering with compliance tracking and vendor management Educational Institutions** - Procurement for facilities, supplies, and equipment across departments E-commerce Businesses** - Inventory replenishment with AI-optimized supplier selection for margins Hospitality Industry** - Supplies procurement for hotels and resorts with cost control Government Agencies** - Compliant procurement workflows with approval chains and audit trails What You Will Need Required Integrations OpenAI API** - AI agent for intelligent supplier selection and optimization (API key required) HTML to PDF API** - PDF conversion service for professional PO documents (approximately 1-5 cents per PO) Gmail or SMTP** - Email delivery for sending POs to suppliers and approval requests Google Drive** - Cloud storage for PO archival and compliance documentation Optional Integrations Slack Webhook** - Procurement team notifications with PO details and AI insights Procurement Software** - ERP/procurement system API for automatic logging and tracking Inventory Management** - Connect to inventory systems for automated reorder triggers Accounting Software** - QuickBooks, Xero integration for expense tracking and reconciliation Supplier Portal** - Direct integration with supplier order management systems Approval Software** - Connect to approval management platforms for workflow automation Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure OpenAI - Add OpenAI API credentials for AI supplier selection agent Setup PDF Service - Add HTML to PDF API credentials in the HTML to PDF node Configure Gmail - Connect Gmail OAuth2 credentials and update sender email Connect Google Drive - Add Google Drive OAuth2 credentials and set folder ID for PO archival Customize Company Info - Edit company data with your company name, address, contact details Update Supplier Database - Modify supplier information in enrichment node with actual vendor details Set Approval Threshold - Adjust dollar amount requiring management approval ($5000 default) Configure Email Templates - Customize supplier email and approval request messages Add Slack Webhook - Configure Slack notification URL for procurement team alerts Test AI Agent - Submit sample order to verify AI supplier selection logic Test Complete Workflow - Run end-to-end test with real PO data to verify all integrations Customization Options Supplier Scoring Algorithm** - Adjust AI weighting for cost vs delivery speed vs quality factors Multi-Location Support** - Add multiple shipping addresses for different facilities or warehouses Budget Tracking** - Integrate departmental budgets with automatic budget consumption tracking Volume Discounts** - Configure automatic discount calculations based on order quantities Contract Compliance** - Enforce existing vendor contracts and preferred supplier agreements Multi-Currency Support** - Handle international suppliers with currency conversion and forex rates RFQ Generation** - Extend workflow to generate requests for quotes for new items Delivery Scheduling** - Integrate calendar for scheduled deliveries and receiving coordination Quality Tracking** - Add supplier performance scoring based on delivery time and quality Return Management** - Create return authorization workflows for defective items Recurring Orders** - Automate standing orders with scheduled generation Inventory Forecasting** - AI predicts reorder points based on historical consumption patterns Supplier Negotiation** - Track pricing history and flag opportunities for renegotiation Compliance Documentation** - Attach required certifications, insurance, or regulatory documents Multi-Approver Chains** - Configure complex approval hierarchies for different dollar thresholds Expected Results 90% time savings** - Reduce PO creation from 30 minutes to 3 minutes per order 50% faster supplier selection** - AI recommends optimal vendor instantly vs manual research Elimination of stockouts** - Automated reordering prevents inventory shortages 20-30% cost savings** - AI optimization identifies better pricing and supplier options 100% approval compliance** - No high-value orders bypass required approvals Zero lost POs** - Complete digital trail with automatic archival Improved supplier relationships** - Professional, consistent POs with clear requirements Faster order processing** - Suppliers receive clear POs immediately enabling faster fulfillment Better delivery predictability** - AI matches urgency to supplier capabilities reducing delays Reduced procurement overhead** - Automation eliminates manual data entry and follow-up Pro Tips Train AI with Historical Data** - Feed past successful orders to improve AI supplier recommendations Maintain Supplier Performance Scores** - Track delivery times and quality to enhance AI selection accuracy Set Smart Thresholds** - Adjust approval amounts based on department budgets and risk tolerance Use Urgency Levels Strategically** - Reserve "urgent" classification for true emergencies to optimize costs Monitor AI Recommendations** - Review AI reasoning regularly to validate supplier selection logic Integrate Inventory Triggers** - Connect to inventory systems for automatic PO generation at reorder points Establish Preferred Vendors** - Flag preferred suppliers in database for AI to prioritize when suitable Document Special Requirements** - Use special instructions field consistently for better supplier compliance Track Cost Trends** - Export PO data to analyze spending patterns and negotiation opportunities Review Alternative Suppliers** - Keep AI's alternative recommendations for backup when primary unavailable Schedule Recurring Orders** - Set up automated triggers for regular supply needs Centralize Receiving** - Use consistent ship-to addresses to simplify delivery coordination Archive Systematically** - Organize Drive folders by fiscal year, department, or supplier Test Approval Workflow** - Verify approval routing works before deploying to production Communicate AI Benefits** - Help procurement team understand AI recommendations build trust Business Impact Metrics Track these key metrics to measure workflow success: PO Generation Time** - Average minutes from request to supplier notification (target: under 5 minutes) Supplier Selection Accuracy** - Percentage of AI recommendations that meet delivery and cost expectations (target: 90%+) Approval Workflow Speed** - Average hours for high-value PO approvals (target: under 4 hours) Stockout Prevention** - Reduction in inventory shortages due to faster PO processing Cost Savings** - Percentage reduction in procurement costs from AI optimization (typical: 15-25%) Order Accuracy** - Reduction in PO errors requiring correction or cancellation Supplier On-Time Delivery** - Improvement in delivery performance from better supplier matching Procurement Productivity** - Number of POs processed per procurement staff member Budget Compliance** - Percentage of POs staying within approved departmental budgets Audit Readiness** - Time required to produce PO documentation for audits (target: under 5 minutes) Template Compatibility Compatible with n8n version 1.0 and above Requires OpenAI API access for AI agent functionality Works with n8n Cloud and Self-Hosted instances Requires HTML to PDF API service subscription No coding required for basic setup Fully customizable supplier database and selection criteria Integrates with major procurement and ERP systems via API Supports unlimited suppliers and product categories Scales to handle thousands of POs monthly Ready to transform your procurement process? Import this template and start generating intelligent purchase orders with AI-powered supplier selection, automated approval workflows, and complete procurement tracking - eliminating manual processes, preventing stockouts, and optimizing costs across your entire supply chain!

How It Works This workflow automates cost analysis and budget optimization for enterprises managing complex operational expenses. Designed for CFOs, finance teams, and operations managers, it addresses the challenge of identifying cost inefficiencies and generating actionable recommendations in real-time. The system runs every 15 minutes, monitoring cost metrics and generating AI performance data. The Cost Intelligence Agent aggregates financial data before routing to parallel AI processing. Claude AI executes budget optimization analysis while a specialized cost model identifies spending patterns. Routing engines evaluate optimization strategies, with NVIDIA parsers ensuring standardized outputs. The Optimization Coordinator consolidates insights and routes by severity: critical overruns trigger executive alerts via email and Slack, warnings generate management notifications, while routine optimizations proceed to documentation and historical storage for trend analysis. Setup Steps Configure Schedule Trigger for 15-minute intervals Add Claude API credentials in Workflow Configuration and Budget Alert Tool nodes Set up NVIDIA API keys in Cost Intelligence Agent and Structured Output Parser nodes Connect Gmail authentication and configure finance team distribution lists Integrate Slack workspace credentials and specify budget alert channels Configure storage endpoints in cost history nodes with database connections Prerequisites Claude API access, NVIDIA API credentials, Gmail/Google Workspace account, Slack workspace integration Use Cases Multi-department budget variance analysis, cloud cost optimization, procurement pattern detection Customization Integrate ERP systems, add department-specific rules, customize alert thresholds by category Benefits Reduces overruns 40% through early detection, identifies 15-20% monthly savings