Workflow Templates

This template can be used to verify email addresses with Icypeas. Be sure to have an active account to use this template. How it works This workflow can be divided into four steps : The workflow initiates with a manual trigger (On clicking ‘execute’). It reads your Google Sheet file. It converts your file to an array. It connects to your Icypeas account. It performs an HTTP request to verify the emails. Set up steps You will need a formated Google sheet file with email addresses. You will need a working icypeas account to run the workflow and get your API Key, API Secret and User ID. You will need email addresses to verify them.

🤖 AI Agent Web Search using SearchApi & LLM Who is this for? This workflow is ideal for anyone conducting online research, including students, researchers, content creators, and professionals looking for accurate, up-to-date, and verifiable information. It also serves as an excellent foundation for building more sophisticated AI-driven applications. What problem does this workflow solve? / Use case This workflow automates web searches by enabling an AI agent to efficiently retrieve and summarize external, verifiable information, ensuring accuracy through source citations. What this workflow does Connects an AI agent node to SearchApi.io as an integrated search tool. Empowers the AI agent to perform real-time web searches using various SearchApi engines (e.g., Google, Bing). Allows the AI agent to dynamically determine search parameters based on user interaction, delivering contextually relevant results. Ensures responses include clearly cited sources for validation and further exploration. Setup Install the SearchApi community node: Open Settings → Community Nodes inside your self‑hosted n8n instance. Fill npm Package Name with @searchapi/n8n-nodes-searchapi. Accept the risk prompt, and hit Install. It should now appear as a node when you search for it. API Configuration: Set up your SearchApi.io credentials in n8n. Add your preferred LLM provider credentials (e.g., OpenRouter API). Input Requirements: Provide the YouTube video ID (e.g., wBuULAoJxok). Connect LLM Integration: Configure the summarization chain with your chosen model and parameters for text splitting. How to customize this workflow to your needs Integrate additional nodes to structure or store search results (e.g., saving to databases, Notion, Google Sheets). Extend chatbot capabilities to integrate with messaging platforms (Slack, Discord) or email notifications. Adjust search parameters and filters within the AI agent node to tailor information retrieval. Example Usage Input**: User asks, "What are the latest developments in AI regulation?" Output**: AI retrieves, summarizes, and cites recent, authoritative articles and news sources from the web.

This template can be used to verify email addresses with Icypeas. Be sure to have an active account to use this template. How it works This workflow can be divided into four steps : The workflow initiates with a manual trigger (On clicking ‘execute’). It reads your Google sheet file. It connects to your Icypeas account. It performs an HTTP request to search for the email addresses. Set up steps You will need a formated Google Sheet file with firstnames,lastnames and company/domain names. You will need a working icypeas account to run the workflow and get your API Key, API Secret and User ID. You will need a personn firstname, lastname and domain/company name to perform the search.

Community Node Disclaimer: This workflow uses KlickTipp community nodes. How It Works This workflow automates personalized WhatsApp message template delivery triggered by events in KlickTipp or by messages sent to the Whatsapp Business account. When a contact triggers an Outbound, the workflow uses a pre-approved WhatsApp message template to send dynamic, real-time messages through the WhatsApp Business Cloud API. When receiving messages it checks whether a cancellation should be processed or if a auto-response is sent. This setup is ideal for time-sensitive campaigns such as: Birthday greetings Discount or promo notifications Follow-ups on product or service interest Key Features KlickTipp Trigger Starts the workflow when a specific outbound is triggered Typical use case: subcriber receives activation Tag and triggers an Outbound which sends a webhook call to trigger WhatsApp messaging. WhatsApp Business Cloud - Message Trigger Listens to messages from the contact and processes answers with answering auto-responder or by tagging the contact in KlickTipp. WhatsApp Business Cloud - Sending Template Messages Sends WhatsApp message templates using a pre-approved template. Template placeholders are filled with data from KlickTipp custom fields. Setup Instructions Set up the KlickTipp and Whatsapp nodes in your n8n instance. Authenticate your WhatsApp and KlickTipp accounts. Create the necessary custom fields to match the data structure Verify and customize field assignments in the workflow to align with your specific form and subscriber list setup. | Field Label | Field Type | |--------------------------------|-------------| | Whatsapp_Produkt/Dienstleistung | Single line | | | Whatsapp_Name/Unternehmen | Single line | | Whatsapp_Link_Endung | Single line | Testing & Deployment Use a real test contact with all required fields filled. Trigger the Outbound in KlickTipp using the activation tag and answer with a message to the template. Run the scenario once in n8n to verify successful delivery of the whatsapp message template to your test contact as well as the reception of the auto-responder and the subscription and tagging in KlickTipp to stop further messages. Campaign Expansion Ideas Connect campaign to process keywords like "STOP" from WhatsApp messages Pair WhatsApp with welcome email series for onboarding. Use tags like product_interest_X for precise segmentation. A/B test templates with different CTA formats or timings. Monitor CTRs via dynamic URLs in WhatsApp templates. Benefits Multi-channel engagement:** Adds WhatsApp to your marketing toolkit. Dynamic content:** Personalizes messages using contact data. KlickTipp campaign control** Whatsapp contacts can for example signal with messages like "STOP" to receive the according Tag in KlickTipp in order to start/end automations. > 💡 Pro Tip: Customize the domain link ending per campaign or product line. This allows targeted redirects, e.g., meinshop.de/ProduktA or `mein Ressources: Send WhatsApp Templates with KlickTipp Use KlickTipp Community Node in n8n Automate Workflows: KlickTipp Integration in n8n

Use case This workflow uses Gmail to send outreach emails to new Hubspot contacts that have yet to be contacted (usually unknown contacts), and records the outreach in Hubspot. Setup Setup HubSpot Oauth2 creds (Be careful with scopes. They have to be exact, not less or more. Yes, it's not simple, but it's well documented in the n8n docs. Be smarter than me, read the docs) Setup Gmail creds. Change the from email and from name in the Record outreach in HubSpot node How to adjust this template to your needs Change the email message in the Set keys node Think about your criteria to reach out to new contacts. Here we simply filter for only contacts with unknown dates.

Who is this for? This workflow is perfect for customer support teams, sales departments, or solopreneurs who receive frequent email enquiries and want to automate the initial response process using AI. If you spend too much time answering similar questions, this system helps respond faster and more intelligently—without writing a single line of code. What problem is this workflow solving? Manually responding to repeated customer enquiries slows productivity and increases delay. This workflow classifies if an incoming email is a real enquiry, analyzes the content with a LangChain-powered agent, fetches helpful context using Dumpling AI, and sends a personalized reply using Gmail—all within minutes. What this workflow does Listens for new incoming Gmail messages using the Gmail Trigger node. Classifies whether the email is an enquiry using a GPT-4o classification prompt. Uses a Filter node to continue only if the email was classified as an enquiry. Passes the email content to a LangChain Agent, enhanced with memory, AI tools, and Dumpling AI to search for relevant information. The agent constructs a smart, relevant response, then sends it to the original sender via Gmail. Setup Connect Gmail Use the Gmail Trigger node to connect to the Gmail account that receives enquiries. Make sure Gmail OAuth2 credentials are authenticated. Configure Dumpling AI Agent Sign up at Dumpling AI. Create an agent trained to search your help docs, site content, or FAQs. Copy your Dumpling agent ID and API key. Paste it in the Dumpling AI Agent – Search for Relevant Info HTTP Request node. Set Up LangChain Agent No extra setup needed beyond connecting OpenAI credentials. GPT-4o is used for classification and reply generation. Enable Gmail Reply Node The final Send Email Response via Gmail node will send the AI-generated reply back to the same thread. How to customize this workflow to your needs Change the classification prompt to include other email types like “support”, “complaint”, or “sales”. Add additional logic if you want to CC someone or forward certain types of enquiries. Add a Notion or Google Sheets node to log the conversation for analytics. Replace Gmail with Outlook or another email provider by switching the nodes. Improve context by adding more AI tools like database queries or preloaded FAQs.

🧠 Problem This Solves Managing credit card expenses can be tricky, especially when you want to stay transparent and keep your spouse in the loop. Most banks don't offer real-time notification sharing with family members, and manually updating expenses takes time and effort. This n8n workflow automates the entire process: tracking your HDFC credit card usage, logging it in Google Sheets, and sending an instant Telegram notification to your spouse. 👥 Who This Template Is For Couples who want shared visibility of credit card spending Individuals looking for automated personal finance tracking Anyone using HDFC Credit Card with email alerts enabled n8n users who want to integrate Gmail, Google Sheets, and Telegram ⚙️ Workflow Breakdown Here’s how the automation works: Gmail Trigger – Monitors your Gmail inbox for credit card transaction alerts from HDFC Bank. Email Parser – Extracts transaction details like amount, merchant name, date, and card type. Google Sheets Node – Logs the parsed transaction data into a structured Google Sheet for record-keeping. Telegram Node – Sends a message to your wife’s Telegram account with transaction details for instant notification. 🛾 Step-by-Step Setup Instructions Prerequisites An HDFC Credit Card with email alerts enabled A Gmail account connected to n8n A Google Sheet created with columns like Date, Amount, Merchant, Card, etc. A Telegram Bot and your wife’s Telegram Chat ID Set up Gmail Trigger Use the Gmail Trigger Node to monitor incoming emails from alerts@hdfcbank.net or similar. Filter emails with subject line containing keywords like Credit Card Transaction Alert. Extract Email Content Use the HTML Extract or Regex node to parse out transaction amount, merchant name, date, and card number from the email body. Log to Google Sheets Connect your Google Sheets account in n8n Use the Append Row node to add each transaction as a new row in your finance sheet. Send Telegram Message Set up a Telegram Bot and get the Chat ID of your wife’s Telegram account Format a message like: "💳 HDFC Transaction Alert: ₹5,000 at Amazon on 17 May via XXXX1234" Send it via the Telegram node 🛠️ Customization Tips 💡 Add Spending Limits: Add a condition node to alert only if the transaction exceeds a certain amount. 🧾 Category Mapping: Use additional logic to classify expenses (e.g., Shopping, Dining) based on keywords. 📊 Weekly Summary: Create another workflow that sends a weekly Telegram summary using data from Google Sheets. 🔐 Security Tip: Mask part of the card number before sending the Telegram message for added security.

📥 Gmail Attachment Backup to Google Drive — n8n Workflow This n8n workflow automatically backs up email attachments from a specific sender in Gmail to a designated folder in Google Drive. It polls Gmail every minute and uploads any new attachments from matching emails to the specified Google Drive folder with a timestamped filename. 📌 Use Case Primary Purpose: Automatically archive and back up attachments from a specific sender (e.g., test@gmail.com) to Google Drive for safekeeping, audit, or processing. Ideal For: Automating invoice/receipt collection from a vendor Archiving reports from a monitored email address Creating a searchable historical log of attachments for compliance 🧭 Workflow Overview Here’s how the workflow operates: 🔔 Gmail Trigger Polls Gmail every minute for new messages from a specific sender (test@gmail.com). 📩 Gmail Get Message Retrieves the full contents (including attachments) of the matched email. 🧠 Code (JS) Iterates over all binary attachments in the email and restructures them as individual binary items to upload separately. 📤 Google Drive Uploads each attachment to a target Google Drive folder (DOcs) with a timestamp and unique name. 📍 Replace Me (NoOp) Placeholder node to indicate workflow completion. You can replace this with Slack notifications, logs, or alerts. 🔧 How to Use Prerequisites An n8n instance (self-hosted or cloud) A connected Gmail account with OAuth2 credentials A connected Google Drive account with OAuth2 credentials Permissions for n8n to access your Gmail and Google Drive Setup Instructions Import the Workflow Copy and paste the workflow JSON into your n8n editor. Set Up Credentials Ensure the following credentials exist and are authorized: `Gmail (for Gmail nodes) `Google Drive (for Google Drive node) Configure the Folder Update the folderId in the Google Drive node if you want to use a different target folder. Activate the Workflow Enable the workflow in n8n. It will start polling Gmail every minute. ✏️ How to Customize | Task | How to Customize | |------|------------------| | Change sender filter | Modify the sender field in the Gmail Trigger node | | Adjust polling frequency | Change the pollTimes configuration in the trigger node | | Change destination folder | Update folderId in the Google Drive node | | Modify filename format | Edit the name expression in the Google Drive node | | Add post-upload logic | Replace or extend the Replace Me node with notifications, logs, etc. | | Process only specific attachments | Add logic in the Code node to filter by filename or MIME type | 📂 Filename Format Example [MessageID]_[Timestamp]_backup_attachment This naming convention ensures uniqueness and traceability back to the original message. ✅ Future Improvements Email subject filtering** to narrow down the match Slack/Email notifications** after upload Deduplication check** to avoid reuploading the same files Virus scan or file validation** before upload 💬 Support For any issues using this workflow: Double-check your credential permissions Review n8n logs for Gmail or Google Drive errors Visit the n8n community forums

🧑‍💼 Who is this for? This workflow is for anyone who receives too many emails and wants to stay informed without drowning in their inbox. If you're constantly checking your Gmail and wish you had someone summarizing messages and sending just the important parts to your phone, this is for you. Especially useful for solopreneurs, customer support, busy professionals, or newsletter addicts. 🧠 What problem is this workflow solving? Email is powerful, but also overwhelming. Important info gets buried in threads, and staying on top of things can mean hours wasted scanning messages. This workflow turns that chaos into clarity: as soon as a new email arrives, you get a concise AI-generated summary in Telegram — straight to your pocket. No more checking Gmail constantly. No more missing key updates. Just a clean, human-style summary, written in the language you choose. ⚙️ What this workflow does Watches your Gmail inbox for new messages Prepares the content, including sender, subject, and message body Sends it to OpenAI to generate a friendly, casual summary Delivers that summary to your Telegram chat All in seconds, completely automated. 🛠️ Setup Connect your accounts: Gmail, Telegram, and OpenAI credentials must be added to the respective nodes. Set your Telegram chat ID: Use a bot like @userinfobot to get it. Customize the language in the Set summary language node (default is English). Activate the workflow — and watch it go. 🧩 How to customize this workflow to your needs You can make this workflow your own in a few easy ways: Summarize only some emails**: Add a Filter node after the Gmail trigger (e.g., only messages from certain senders). Change the tone or detail of summaries**: Tweak the system prompt in the Summary generation agent. Use a different model**: Swap OpenAI’s GPT-4o for another provider like Claude or DeepSeek. Translate to your preferred language**: Just change "english" to "español", "français", etc.

When you collect leads from a form, you need to format the incoming data such as the lead's name and also apply a basic validation of the email entered. Lucky for us, N8N offers all of these features with simple expressions that can easily be applied to data. This workflow aims to show how you can process your lead data before saving it in Mautic. How it Works This workflow receives data from a Wordpress form; applies name formatting and basic validation to the email; Creates the contact in Mautic; If e-mail is invalid, add the lead in Dot Not Contact list. Setup Steps Set up credentials when you first open the workflow. You'll need a Mautic account. You need to configure a form in Wordpress (Elementor, WPForms, etc.) and send it to the N8N Webhook address; Now map the fields you need to apply formatting and validation. After testing your workflow, swap the Test URL to Production URL in Discourse and activate your workflow

This n8n workflow automates the generation and delivery of a daily order summary via email. It leverages an AI Agent to fetch and summarize e-commerce order data from the last 24 hours stored in Supabase, providing a concise overview of the daily business operations. How it works Scheduled Trigger:** The workflow is triggered every day at 8 AM. Sender Email Configuration:** A manual step allows you to set the sender's email address. AI Agent:** An AI Agent node acts as the central intelligence, interacting with various tools to gather and process data. Supabase Data Fetching:** The AI Agent calls "Get Orders," "Get Order Items," "Get Clients," and "Get Products" tables to retrieve relevant e-commerce data from your Supabase database. OpenAI Chat Model:** An OpenAI Chat Model with the 4.1 model is integrated to help the AI Agent understand and summarize the fetched data into a human-readable format. Gmail Summary:** Finally, the workflow sends a summarized report to your specified email address using the "Send Gmail Summary" node. Set up steps This setup will take approximately 15-20 minutes. Download the workflow: Download this workflow and import it into your n8n instance. Configure the Daily 8am trigger: Ensure the "Daily 8am" trigger is active and set to your desired timezone. Set Sender Email: In the "Set Sender Email" node, manually enter the email address you wish to use as the sender for the daily reports. Configure AI Agent: Chat Model: Connect your OpenAI Chat Model credential. Memory & Tools: Ensure all the necessary nodes ("Get Orders", "Get Order Items", "Get Clients", "Get Products", "Send Gmail Summary") are correctly linked to the AI Agent. In our workflow we call data from 4 tables in Supabase. Configure Supabase Database Connections: For each of the "Get Orders," "Get Order Items," "Get Clients," and "Get Products" nodes, you will need to configure your Supabase credentials to access your e-commerce database. Select the tables (e.g., orders, order_items, clients, products) that you want the AI agent to pull data from in your Supabase schema. Configure Gmail Credentials: In the "Send Gmail Summary" node, connect your Gmail account credentials to allow n8n to send emails on your behalf. Test the workflow: Run the workflow manually to ensure all connections are working correctly and the email summary is generated as expected. Requirements n8n instance:** An active n8n instance (self-hosted or cloud). Supabase Account:** A Supabase account with your e-commerce order data accessible. OpenAI API Key:** An OpenAI API key for the Chat Model. Gmail Account:** A Gmail account credentials to send the daily summaries. Need help? Feel free to contact us at 1 Node. Get instant access to a library of free resources we created.

Overview This automated workflow delivers a weekly digest of the most important AI news directly to your inbox. Every Monday at 9 AM, it uses Perplexity AI to research the latest developments and organizes them into four key categories: New Technology, Trending Topics, Top Stories, and AI Security. The workflow then formats this information into a beautifully designed HTML email with summaries, significance explanations, and source links. What It Does Automatically searches for the latest AI news using Perplexity AI Categorizes content into four focused areas most relevant to AI enthusiasts and professionals Generates comprehensive summaries explaining why each story matters Creates a professional HTML email with styled sections and clickable links Sends weekly on Monday at 9 AM (customizable schedule) Includes error handling with fallback content if news parsing fails Setup Instructions Import the Workflow Copy the JSON code and import it into your n8n instance The workflow will appear as “Daily AI News Summary” Configure Perplexity API Sign up for a Perplexity API account at perplexity.ai Create new credentials in n8n: Type: “OpenAI” Name: “perplexity-credentials” API Key: Your Perplexity API key Base URL: https://api.perplexity.ai Set Up Email Credentials Configure SMTP credentials in n8n: Name: “email-credentials” Add your email provider’s SMTP settings Test the connection to ensure emails can be sent Customize Email Settings Open the “Send Email Summary” node Update the toEmail field with your email address Modify the fromEmail if needed (must match your SMTP credentials) Optional Customizations Change Schedule:** Modify the “Daily Trigger” node to run at your preferred time Adjust Categories:** Edit the Perplexity prompt to focus on different AI topics or change the theme altogether Modify Styling:** Update the HTML template in the “Format Email Content” node Test and Activate Run a test execution to ensure everything works correctly Activate the workflow to start receiving daily AI news summaries Requirements n8n instance (cloud or self-hosted) Perplexity API account and key SMTP email access (Gmail, Outlook, etc.)