Workflow Templates

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. 🚀

Who’s it for This template is perfect for content creators, marketers, solopreneurs, agencies, and social media strategists who want to understand what audiences are talking about online. It helps teams quickly turn broad topics into structured insights, trend opportunities, and actionable content ideas. What it does / How it works This workflow begins with a form where the user enters a single topic. An AI agent expands the topic into subtopics and generates multiple relevant keywords. For each keyword, the workflow automatically gathers content from Reddit and X (formerly Twitter), extracting posts, titles, text, engagement metrics, and links. Each collected post is then analyzed by an AI model to determine: Trend potential Audience relevance Platform suitability Recommended content formats Categories and keywords Once all posts are processed, a final AI agent synthesizes the results, identifies the strongest emerging trends, groups similar insights, and generates strategic content recommendations. Requirements Google Gemini (PaLM) API credentials X / Twitter OAuth2 credentials Access to the n8n Form Trigger (publicly accessible URL) How to set up Connect your Gemini API and Twitter API credentials. Make sure the Form Trigger node is accessible. Review and adjust the AI prompts if you want different output formats. Run the form, enter a topic, and execute the workflow. How to customize the workflow Add more platforms (YouTube, TikTok, Instagram, Hacker News) Add sentiment scoring or engagement ranking Export insights to Google Sheets or Notion Generate ready-to-post content from the trends

Transcript → AI Analysis → Formatted Doc This workflow automatically converts Fathom meeting transcripts into beautifully formatted Google Docs with AI-generated summaries, key points, decisions, and action items. Good to know Works fully with Fathom free account Webhook responds immediately to prevent Fathom timeout and duplicate triggers Validates transcript quality (3+ conversation turns) before AI processing to save costs Uses Google Gemini API (generous free tier and rate limits, typically enough to avoid paying for API requests, but check latest pricing at Google AI Pricing) Creates temporary HTML file that's auto-deleted after conversion Who's it for Individuals or teams using Fathom for meetings who want more control and flexibility with their AI meeting analysis and storage independently of Fathom, as well as automatic, formatted documentation without manual note-taking. Perfect for recurring syncs, client meetings, or interview debriefs. How it works Fathom webhook triggers when meeting ends and sends transcript data Validates transcript has meaningful conversation (3+ turns) Google Gemini AI analyzes transcript and generates structured summary (key points, decisions, actions, next steps) Creates formatted HTML with proper styling Uploads to Google Drive and converts to native Google Doc Reduces page margins for readability and deletes temporary HTML file Requirements Fathom account with API webhook access (available on free tier) Google Drive account (OAuth2) Google Docs account (OAuth2) Google Gemini API key (Get free key here) How to set up Add credentials: Google Drive OAuth2, Google Docs OAuth2, Google Gemini API Copy the webhook URL from the Get Fathom Meeting webhook node (Test URL first, change to Production URL when ready) In Fathom: Settings → API Access → Add → Add webhook URL and select all events including "Transcript" Test with a short meeting, verify Google Doc appears in Drive Activate workflow Customizing this workflow Change save location: Edit "Upload File as HTML" node → update "Parent Folder" Modify AI output: Edit "AI Meeting Analysis" node → customize the prompt to add/remove sections (e.g., risks, follow-ups, sentiment, etc) Adjust document margins: Edit "Reduce Page Margins" node → change margin pixel values Add notifications: E.g. add Slack/Email node after "Convert to Google Doc" to notify team when summary is ready Quick Troubleshooting "Transcript Present?" fails: Fathom must send transcript_merged with 3+ conversation turns (i.e. only send to Gemini for analysis if there's a genuine transcript) HTML as plain text: Check "Convert to Google Doc" uses POST to /copy endpoint 401/403 errors: Re-authorize Google credentials Inadequate meeting notes: Edit prompts in "AI Meeting Analysis" node Sample File and Storage Output Google Doc meeting notes - sample Google Drive sample folder output:

This n8n template drafts customer-ready email replies using Google Gemini, enriched with HubSpot context (contact, deals, companies, tickets). Each draft is routed to Slack for one-click approval before it’s sent from Gmail—so you move fast without losing control. Ideal for support and sales teams that want speedy, personalized responses while keeping humans in the loop. How it works Gmail Trigger** watches for new inbound emails. Sender filter** excludes internal domains (e.g., n8n.io) to avoid auto-replying to teammates. HubSpot contact lookup* finds the sender and fetches associated *deals/companies/tickets** via association + batch read. CRM context is normalized** into clean, LLM-friendly fields (no IDs or sensitive noise). Gemini (Google AI Studio)** generates a concise, friendly reply using: Sender name, subject, and message snippet Safe, relevant HubSpot context (e.g., top 1–2 deals or an open ticket) Style constraints (≤ \~150 words, single CTA, optional clarifying question) Slack approval* posts the draft to a channel; if *approved, n8n **replies via Gmail in the original thread. How to use Gmail: Connect the same account for the trigger and reply nodes. HubSpot: Connect OAuth on the search + HTTP request nodes. Gemini: Add your Google AI Studio API key to the Google Gemini Chat Model node. Slack: Connect and select the channel for draft approvals. (Optional) Filter: Adjust the Allowed Sender filter before going live. (Optional) Prompt: Edit “Draft Reply (AI Agent)” tone/length or how much CRM detail to include. Activate the workflow. New emails will produce Slack-approved replies automatically. Requirements Gmail** (trigger + send) HubSpot** (OAuth2) for contact + associations Slack** for approval step Google Gemini** (Google AI Studio API key) Notes & customization Safety rails:** The prompt avoids exposing IDs/raw JSON and caps CRM details to what’s useful. Auto-send mode:** Skip Slack if you want fully automated replies for specific senders/labels. Richer context:** Extend the batch read to pull more properties (e.g., next step, renewal date). Triage:** Branch on subject/labels to route billing vs. technical requests to different prompts. QA queue:* If the model asks a clarifying question, keep it to *one**—the node enforces that.

This automation workflow is designed for e-commerce businesses, digital marketers, and entrepreneurs who need to create high-quality promotional content for their products quickly and efficiently. From a single product image and description, the system automatically generates 4 promotional carousel-style images, perfect for social media, advertising campaigns, or web catalogs. Note: This workflow uses Gemini 2.5 Flash API for image generation, imgbb for image storage, and upload-post.com for automatic Instagram, Tiktok, Facebook and Youtube publishing* Who Is This For? E-commerce Owners:** Transform basic product photos into professional promotional content featuring real people using products in authentic situations. Digital Marketers & Agencies:** Generate multiple advertising content variations for Facebook Ads, Instagram Stories, and digital marketing campaigns. Small Businesses & Entrepreneurs:** Create professional promotional material without expensive photo shoots or graphic designers. Social Media Managers:** Produce engaging and authentic content that drives engagement and conversions across all social platforms. What Problem Does This Workflow Solve? Creating quality promotional content requires time, resources, and design skills. This workflow addresses these challenges by: Automatic Carousel Generation:** Converts a single product photo into 4 promotional images featuring people using the product naturally. Authentic & Engaging Content:** Generates images showing real product usage, increasing credibility and conversions. Integrated Promotional Text:** Automatically includes visible offers, benefits, and call-to-actions in the images. Social Media Optimization:** Produces vertical 9:16 format images, perfect for Instagram, TikTok, and Facebook Stories. Automatic Publishing:** Optionally publishes the complete carousel directly to Instagram with AI-generated optimized descriptions. How It Works Product Upload: Upload a product image and provide detailed description through the web form. Smart Analysis: The AI agent analyzes the product and creates a storyboard of 4 different promotional images. Image Generation: Gemini 2.5 Flash generates 4 variations showing people using the product in authentic contexts. Automatic Processing: Images are automatically processed, optimized, and stored in imgbb. Promotional Description: GPT-4 generates an attractive, social media-optimized description based on the created images. Optional Publishing: The system can automatically publish the complete carousel to Instagram. Setup fal.ai Credentials: Sign up at fal.ai and add your API token to the Gemini 2.5 Flash nodes. imgbb API: Create an account at imgbb.com Get your API key and configure it in the "Set APIs Vars" node Upload-Post (Optional): For automatic Instagram publishing: Register your account at upload-post.com Connect your Instagram business account Configure credentials in the "Upload Post" node OpenAI API: Configure your OpenAI API key for promotional description generation. Requirements Accounts:** n8n, fal.ai, imgbb.com, OpenAI, upload-post.com (optional), Instagram business (optional). API Keys:** fal.ai token, imgbb API key, OpenAI API key, upload-post.com credentials. Image Format:** Any standard image format (JPG, PNG, WebP) of the product to promote. Features Advanced Generative AI:** Uses Gemini 2.5 Flash to create realistic images of people using products Smart Storyboard:** Automatically creates 4 different concepts to maximize engagement Integrated Promotional Text:** Includes offers, benefits, and CTAs directly in the images Optimized Format:** Generates vertical 9:16 images perfect for social media Parallel Processing:** Generates all 4 images simultaneously for maximum efficiency Automatic Publishing:** Option to publish directly to Instagram with optimized descriptions Use this template to transform basic product photos into complete promotional campaigns, saving time and resources while generating high-quality content that converts visitors into customers.

💥 Automate video ads with NanoBanana, Seedream 4, ChatGPT Image and Veo 3 Who is this for? This template is designed for marketers, content creators, and e-commerce brands who want to automate the creation of professional ad videos at scale. It’s ideal for teams looking to generate consistent, high-quality video ads for social media without spending hours on manual design, editing, or publishing. What problem is this workflow solving? / Use case Creating video ads usually requires multiple tools and a lot of time: writing scripts, designing product visuals, editing videos, and publishing them across platforms. This workflow automates the entire pipeline — from idea to ready-to-publish ad video — ensuring brands can quickly test campaigns and boost engagement without production delays. What this workflow does Generates ad ideas from Telegram input (text + product image). Creates product visuals using multiple AI image engines: 🌊 Seedream 4.0 (realistic visuals) 🍌 NanoBanana (image editing & enhancement) 🤖 ChatGPT Image / GPT-4o (creative variations) Produces cinematic video ads with Veo 3 based on AI-generated scripts. Merges multiple short clips into a polished final ad. Publishes automatically to multiple platforms (TikTok, Instagram, LinkedIn, X, Threads, Facebook, Pinterest, Bluesky, YouTube) via Blotato. Stores metadata and results in Google Sheets & Google Drive for easy tracking. Notifies you via Telegram with the video link and copy. Setup Connect your accounts in n8n: Telegram API (for input and notifications) Google Drive + Google Sheets (storage & tracking) Kie AI API (Seedream + Veo 3) Fal.ai API (NanoBanana + video merging) OpenAI (for script and prompt generation) Blotato API (for social publishing) Prepare a Google Sheet with brand info and settings (product name, category, features, offer, website URL). Deploy the workflow and connect your Telegram bot to start sending ad ideas (photo + caption). Run the workflow — it will automatically generate images, create videos, and publish to your chosen channels. How to customize this workflow to your needs Brand customization**: Adjust the Google Sheet values to reflect your brand’s offers and product features. Platforms**: Enable/disable specific Blotato nodes depending on which platforms you want to publish to. Video style**: Edit the AI agent’s system prompt to control tone, format, and transitions (cinematic, playful, modern, etc.). Notifications**: Adapt Telegram nodes to send updates to different team members or channels. Storage**: Change the Google Drive folder IDs to store generated videos and images in your preferred location. This workflow lets you go from idea → images → cinematic ad video → auto-published content in minutes, fully automated. 📄 🎥 Watch This Tutorial: Step by Step 📄 Documentation: Notion Guide Need help customizing? Contact me for consulting and support : Linkedin / Youtube

Description This n8n template generates high-quality, platform-ready hashtags for beauty and skincare brands by combining AI, live website analysis, and current social media trends. It is designed for marketers, agencies, and founders who want smarter hashtag strategies without manual research. Use cases Beauty & skincare brands building social media reach Agencies managing multiple client accounts Content teams creating Instagram, LinkedIn, or Facebook posts Founders validating brand positioning through hashtags What this template demonstrates Form-based user input in n8n Website scraping with HTTP Request AI-driven brand analysis using Gemini Structured AI outputs with output parsers Live trend research using search tools Automated storage in Google Sheets How it works Users submit brand details through a form. The workflow scrapes the brand’s website, analyzes it with AI, generates tailored hashtags, enriches them with platform-specific trends, and stores the final result in Google Sheets. How to use Activate the workflow Open the form URL Enter brand details and website URL Submit the form View generated hashtags in Google Sheets Requirements Google Gemini API credentials Google Sheets account SerpAPI account for trend research Good to know Website scraping is best suited for public, text-rich sites Hashtags are generated dynamically based on brand tone and audience You can reuse the Google Sheet as a hashtag library Customising this workflow Change the number of hashtags generated Modify the AI prompt for different industries Add filters for banned or restricted hashtags Extend the workflow to auto-post to social platforms

🧠 RAG with Full Gmail history + Real time email updates in RAG using OpenAI & Qdrant > Summary: > This workflow listens for new Gmail messages, extracts and cleans email content, generates embeddings via OpenAI, stores them in a Qdrant vector database, and then enables a Retrieval‑Augmented‑Generation (RAG) agent to answer user queries against those stored emails. It’s designed for teams or bots that need conversational access to past emails. 🧑‍🤝‍🧑 Who’s it for Support teams** who want to surface past customer emails in chatbots or help‑desk portals Sales ops** that need AI‑powered summaries and quick lookup of email histories Developers** building RAG agents over email archives ⚙️ How it works / What it does Trigger Gmail Trigger polls every minute for new messages. Fetch & Clean Get Mail Data pulls full message metadata and body. Code node normalizes the body (removes line breaks, collapses spaces). Embed & Store Embeddings OpenAI node computes vector embeddings. Qdrant Vector Store inserts embeddings + metadata into the emails_history collection. Batch Processing SplitInBatches handles large inbox loads in chunks of 50. RAG Interaction When chat message received → RAG Agent → uses Qdrant Email Vector Store as a tool to retrieve relevant email snippets before responding. Memory Simple Memory buffer ensures the agent retains recent context. 🛠️ How to set up n8n Instance Deploy n8n (self‑hosted or via Coolify/Docker). Credentials Create an OAuth2 credential in n8n for Gmail (with Gmail API scopes). Add your OpenAI API key in n8n credentials. Qdrant Stand up a Qdrant instance (self‑hosted or Qdrant Cloud). Note your host, port, and API key (if any). Import Workflow In n8n, go to Workflows → Import → paste the JSON you provided. Ensure each credential reference (Gmail & OpenAI) matches your n8n credential IDs. Test Click Execute Workflow or send a test email to your Gmail. Monitor n8n logs: you should see new points in Qdrant and RAG responses. 📋 Requirements n8n** (Self-hosted or Cloud) Gmail API** enabled on a Google Cloud project OpenAI API** access (with Embedding & Chat endpoints) Qdrant** (hosted or cloud) with a collection named emails_history 🎨 How to customize the workflow Change Collection Name** Update the qdrantCollection.value in all Qdrant nodes if you prefer a different collection. Adjust Polling Frequency** In the Gmail Trigger node, switch from everyMinute to everyFiveMinutes or a webhook‑style trigger. Metadata Tags** In Enhanced Default Data Loader, tweak the metadataValues to tag by folder, label, or sender domain. Batch Size** In SplitInBatches, change batchSize to suit your inbox volume. RAG Agent Prompt** Customize the systemMessage in the RAG Agent node to set the assistant’s tone, instruct on date handling, or add additional tools. Additional Tools** Chain other n8n nodes (e.g., Slack, Discord) after the RAG Agent to broadcast AI answers to team channels.

Automate social media content aggregation to a Telegram channel This n8n template automatically aggregates and analyzes key updates from your social media platforms Home Page, delivering them as curated posts to a Telegram channel. This workflow is perfect for digital marketers, brand managers, or data analysts and Busy people, seeking to monitor real-time trends and competitor activity without manual effort. How it works The workflow is triggered automatically on a schedule to aggregate the latest social media posts. A series of If and Wait nodes monitor the data processing job until the full data is ready. An AI Agent, powered by Google Gemini, refines the content by summarizing posts and removing duplicates. An If node checks for an image in the post to decide if a photo or a text message should be sent. Finally, the curated posts are sent to your Telegram channel as rich media messages. How to use Set up BrowserAct Template: In your BrowserAct account, set up “Twitter/X Content Aggregation” template. Set up Credentials: Add your credentials for BrowserAct In Run Node , Google Gemini in Agent Node, and Telegram in Send Node. Add Workflow ID: Change the workflow_id value inside the HTTP Request inside the Run Node, to match the one from your BrowserAct workflow. Activate Workflow: To enable the automated schedule, simply activate the workflow. Requirements BrowserAct** API account BrowserAct* *“Twitter/X Content Aggregation”** Template Gemini** account Telegram** credentials customizing this workflow This workflow provides a powerful foundation for social media monitoring. You could: Replace the Telegram node with an email or Slack node to send notifications to a different platform. Add more detailed prompts to the AI Agent for more specific analysis or summarization. customize BrowserAct Workflow to reach your desire. Need Help ? How to Find Your BrowseAct API Key & Workflow ID How to Connect n8n to Browseract How to Use & Customize BrowserAct Templates Workflow Guidance and Showcase Automate Your Social Media: Get All X/Twitter Updates Directly in Telegram!

Automated Social Media Lead Processing with AI Summaries, Slack Alerts & Jira Ticketing This workflow automatically collects new lead messages from social media platforms, LinkedIn or web forms, filters relevant marketing inquiries using keywords, classifies and summarizes the lead with AI, logs it to Google Sheets, creates a Jira task and sends Slack notifications. Additionally, it generates weekly lead reports for team insights. It reduces manual triage, ensures no valid inquiry is missed and keeps your team updated with both immediate notifications and summary reports. Quick Start – Implementation Steps Connect your webhook to your social media inbox, LinkedIn, Twitter or web form. Add your OpenAI, Google Sheets, Jira and Slack credentials. Enable the workflow. Send a test message to confirm Google Sheets logging, Slack notification and Jira task creation. Activate the scheduler for weekly reports to track lead performance. What It Does This workflow performs the following key tasks: Filters incoming messages for marketing-related keywords like ad request, promo request, collaboration, partnership or social media inquiry. Uses OpenAI GPT to classify the lead into categories such as Sales, Support, Partnership, Influencer Inquiry or General Lead. Generates a short AI summary of the message. Logs structured lead data to Google Sheets, including username, source, category, summary and timestamp. Creates a Jira task automatically with summary, description, category and received time. Sends a Slack notification to alert the team instantly. Runs a scheduled workflow that aggregates weekly leads and sends a weekly report to Slack. This ensures a structured, automated pipeline for capturing, summarizing and assigning leads efficiently. Who’s It For Marketing and sales teams managing leads from social media and web forms. Agencies handling client campaigns and inquiries. Businesses that want automated notifications and ticketing. Teams using Slack and Jira for daily operations. Requirements to Use This Workflow n8n account or self-hosted instance. Webhook-enabled social media inbox or lead form. OpenAI API Key. Slack Bot Token with channel posting permission. Jira Software Cloud API credentials. Google Sheets credentials. Predefined keyword list for filtering messages. How It Works & Setup Steps 1. Get DM (Webhook Trigger) Receives new messages from social media or web forms and starts the workflow. 2. Lead Keyword Filter (Code Node) Filters incoming messages for predefined marketing keywords and removes irrelevant or spam messages. 3. AI Lead Classifier (OpenAI Node) Classifies the lead into categories (Sales, Support, Partnership, Influencer Inquiry, General Lead) and generates a one-line summary using GPT-4.1. 4. AI Output Parser (Code Node) Parses AI JSON output and merges it with original message data, adding timestamp and structured fields. 5. Store Lead (Google Sheets Node) Logs structured lead data to Google Sheets including username, source, category, summary and timestamp. 6. Create Task (Jira Node) Automatically creates a Jira story or task in your selected project with the AI summary, category and timestamp. 7. Send a Summary (Slack Node) Sends a formatted message to your selected Slack channel, alerting your team of the new lead. 8. Weekly Reporting Schedule Trigger** – triggers the weekly reporting workflow. Extract Lead Data** – fetches all logged leads from Google Sheets. Weekly Lead Filter** – filters data to include leads from the last week. Report Data Formatter** – calculates total leads, category counts, source counts and example leads. Weekly Report Slack** – sends a formatted weekly lead summary to Slack. How to Customize Nodes Keyword Filter Add or remove keywords in the JavaScript code to match your specific lead types or campaigns. AI Classification Update the OpenAI prompt for different summary lengths, tones, or lead categories. Google Sheets Logging Map additional columns like email, phone or campaign source as needed. Jira Fields Customize summary, description, labels, priority or assignees based on your project requirements. Slack Message Format Modify emojis, line breaks and formatting to suit your team’s Slack notifications. Add-Ons (Extend the Workflow) Send email alerts for high-priority leads. Trigger WhatsApp replies using an API provider. Integrate with CRMs like HubSpot, Zoho or Salesforce. Add sentiment analysis to detect frustrated or VIP users. Automate daily or weekly analytics reports to Slack. Use Case Examples Collecting Instagram, LinkedIn and Twitter DMs and logging them to Google Sheets. Creating automated Jira tickets for marketing inquiries. Sending instant Slack notifications for new leads. Filtering out irrelevant messages and only processing valid marketing leads. Generating weekly lead summary reports for team review. Troubleshooting Guide | Issue | Possible Cause | Solution | |-------|----------------|----------| | No leads appearing | Webhook not receiving messages | Check webhook URL and ensure messages are sent correctly | | AI summary empty | OpenAI API key invalid or model limit reached | Regenerate API key / check usage | | Jira task not created | Missing required Jira fields or incorrect project ID | Add required fields or update Jira project settings | | Slack message not sent | Wrong channel ID or missing permissions | Reconnect Slack credentials | | Filter passes 0 items | Keywords do not match | Update or expand keyword list in filter node | Need Help? If you need assistance setting up this workflow, customizing nodes, building add-ons or automating more processes, our n8n workflow development team at WeblineIndia is happy to help. We can guide you through integrations, scaling or building end-to-end automation systems tailored to your business.

This n8n template demonstrates how to create authentic-looking User Generated Content (UGC) advertisements using AI image generation, voice synthesis, and lip-sync technology. The workflow transforms product images into realistic customer testimonial videos that mimic genuine user reviews and social media content. Use cases are many: Generate authentic UGC-style ads for social media campaigns, create customer testimonial videos without hiring influencers, produce localized UGC content for different markets, automate TikTok/Instagram-style product reviews, or scale UGC ad production for e-commerce brands! Good to know The workflow creates UGC-style content that appears genuine and authentic Uses multiple AI services: OpenAI GPT-4o for analysis, ElevenLabs for voice synthesis, and WaveSpeed AI for image generation and lip-sync Voice synthesis costs vary by ElevenLabs plan (typically $0.18-$0.30 per 1K characters) WaveSpeed AI pricing: ~$0.039 per image generation, additional costs for lip-sync processing Processing time: ~3-5 minutes per complete UGC video Optimized for Malaysian-English content but easily adaptable for global markets How it works Product Input: The Telegram bot receives product images to create UGC ads for AI Analysis: ChatGPT-4o analyzes the product to understand brand, colors, and target demographics UGC Content Creation: AI generates authentic-sounding testimonial scripts and detailed prompts for realistic customer scenarios Character Generation: WaveSpeed AI creates believable customer avatars that look like real users reviewing products Voice Synthesis: ElevenLabs generates natural, conversational audio using gender-appropriate voice models UGC Video Production: WaveSpeed AI combines generated characters with audio to create TikTok/Instagram-style review videos Content Delivery: Final UGC videos are delivered via Telegram, ready for social media posting The workflow produces UGC-style content that maintains authenticity while showcasing products in realistic, relatable scenarios that resonate with target audiences. How to use Setup Credentials: Configure OpenAI API, ElevenLabs API, WaveSpeed AI API, Cloudinary, and Telegram Bot credentials Deploy Workflow: Import the template and activate the workflow Send Product Images: Use the Telegram bot to send product images you want to create UGC ads for Automatic UGC Generation: The workflow will automatically create authentic-looking customer testimonial videos Receive UGC Content: Get both testimonial images and final UGC videos ready for social media campaigns Pro tip: The workflow automatically detects product demographics and creates appropriate customer personas. For best UGC results, use clear product images that show the item in use. Requirements OpenAI API** account for GPT-4o product analysis and UGC script generation ElevenLabs API** account for authentic voice synthesis (requires voice cloning credits) WaveSpeed AI API** account for realistic character generation and lip-sync processing Cloudinary** account for UGC content storage and hosting Telegram Bot** setup for content input and delivery n8n** instance (cloud or self-hosted) Customizing this workflow Platform-Specific UGC: Modify prompts to create UGC content optimized for TikTok, Instagram Reels, YouTube Shorts, or Facebook Stories. Brand Voice: Adjust testimonial scripts and character personas to match your brand's target audience and tone. Regional Adaptation: Customize language, cultural references, and character demographics for different markets and demographics. UGC Style Variations: Create different UGC formats - unboxing videos, before/after comparisons, day-in-the-life content, or product demonstrations. Influencer Personas: Develop specific customer personas (age groups, lifestyles, interests) to create targeted UGC content for different audience segments. Content Scaling: Set up batch processing to generate multiple UGC variations for A/B testing different approaches and styles.