Workflow Templates

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!

Overview This workflow captures incoming leads from a webhook, enriches them using AI, and automates the entire sales pipeline. It validates data, scores leads as hot, warm, or cold, assigns them to sales reps, syncs with CRM systems, and triggers notifications and follow-ups. It helps teams respond faster, prioritize high-value leads, and streamline sales operations with minimal manual effort. How It Works Webhook Trigger Captures lead data from forms or landing pages. Workflow Configuration Defines: CRM API endpoint Slack notification channel Sales reps list for assignment Validation Ensures required fields (name and email) are present. Routes invalid submissions to error handling. Data Normalization Structures lead data (name, email, phone, company, message). AI Lead Enrichment Classifies lead as: Hot Warm Cold Generates: Score reasoning Estimated deal value Company insights Recommended next actions Database Storage Stores enriched lead data in Postgres. Sales Assignment Assigns leads using round-robin distribution logic. CRM Integration Sends lead data to CRM (e.g., HubSpot, GoHighLevel) Optionally creates Salesforce leads Automated Communication Sends welcome email to the lead Notifies sales team via Slack Activity Logging Logs all actions for tracking and analytics Setup Instructions Webhook Setup Configure endpoint (lead-capture) Connect your form or frontend OpenAI Credentials Add API key for lead scoring and enrichment Database Setup Configure Postgres credentials Create tables: leads activity_log CRM Integration Add API credentials for your CRM Set endpoint URL Salesforce (Optional) Configure Salesforce credentials if used Slack Integration Add Slack credentials Set channel ID for notifications Email Setup Connect Gmail account for sending emails Configure Sales Reps Add email list in configuration node Use Cases Automated lead qualification for marketing teams SaaS lead management pipelines Agency client acquisition workflows CRM automation with AI enrichment Sales team lead distribution systems Requirements OpenAI API key Postgres database CRM system (HubSpot, GoHighLevel, or similar) Gmail account Slack workspace Salesforce account (optional) n8n instance Key Features AI-powered lead scoring and enrichment Automated validation and error handling Round-robin sales assignment Multi-CRM integration support Real-time Slack notifications Automated email follow-ups Full activity tracking and logging Summary A complete AI-driven lead management system that captures, enriches, scores, and routes leads automatically. It enables faster response times, better lead prioritization, and scalable sales automation for modern teams.

Outbound Agent - AI-Powered Lead Generation with Natural Language Prospecting This n8n workflow transforms natural language queries into targeted B2B prospecting campaigns by combining Explorium's data intelligence with AI-powered research and personalized email generation. Simply describe your ideal customer profile in plain English, and the workflow automatically finds prospects, enriches their data, researches them, and creates personalized email drafts. DEMO Template Demo Credentials Required To use this workflow, set up the following credentials in your n8n environment: Anthropic API Type:** API Key Used for:** AI Agent query interpretation, email research, and email writing Get your API key at Anthropic Console Explorium API Type:** Generic Header Auth Header:** Authorization Value:** Bearer YOUR_API_KEY Used for:** Prospect matching, contact enrichment, professional profiles, and MCP research Get your API key at Explorium Dashboard Explorium MCP Type:** HTTP Header Auth Used for:** Real-time company and prospect intelligence research Connect to: https://mcp.explorium.ai/mcp Gmail Type:** OAuth2 Used for:** Creating email drafts Alternative options: Outlook, Mailchimp, SendGrid, Lemlist Go to Settings → Credentials, create these credentials, and assign them in the respective nodes before running the workflow. Workflow Overview Node 1: When chat message received This node creates an interactive chat interface where users can describe their prospecting criteria in natural language. Type:** Chat Trigger Purpose:** Accept natural language queries like "Get 5 marketing leaders at fintech startups who joined in the past year and have valid contact information" Example Prompts:** "Find SaaS executives in New York with 50-200 employees" "Get marketing directors at healthcare companies" "Show me VPs at fintech startups with recent funding" Node 2: Chat or Refinement This code node manages the conversation flow, handling both initial user queries and validation error feedback. Function:** Routes either the original chat input or validation error messages to the AI Agent Dynamic Input:** Combines chatInput and errorInput fields Purpose:** Creates a feedback loop for validation error correction Node 3: AI Agent The core intelligence node that interprets natural language and generates structured API calls. Functionality: Interprets user intent from natural language queries Maps concepts to Explorium API filters (job levels, departments, company size, revenue, location, etc.) Generates valid JSON requests with precise filter criteria Handles off-topic queries with helpful guidance Connected to MCP Client for real-time filter specifications AI Components: Anthropic Chat Model:** Claude Sonnet 4 for query interpretation Simple Memory:** Maintains conversation context (100 message window) Output Parser:** Structured JSON output with schema validation MCP Client:** Connected to https://mcp.explorium.ai/mcp for Explorium specifications System Instructions: Expert in converting natural language to Explorium API filters Can revise previous responses based on validation errors Strict adherence to allowed filter values and formats Default settings: mode: "full", size: 10000, page_size: 100, has_email: true Node 4: API Call Validation This code node validates the AI-generated API request against Explorium's filter specifications. Validation Checks: Filter key validity (only allowed filters from approved list) Value format correctness (enums, ranges, country codes) No duplicate values in arrays Proper range structure for experience fields (total_experience_months, current_role_months) Required field presence Allowed Filters: country_code, region_country_code, company_country_code, company_region_country_code company_size, company_revenue, company_age, number_of_locations google_category, naics_category, linkedin_category, company_name city_region_country, website_keywords has_email, has_phone_number job_level, job_department, job_title business_id, total_experience_months, current_role_months Output: isValid: Boolean validation status validationErrors: Array of specific error messages Node 5: Is API Call Valid? Conditional routing node that determines the next step based on validation results. If Valid:** Proceed to Explorium API: Fetch Prospects If Invalid:** Route to Validation Prompter for correction Node 6: Validation Prompter Generates detailed error feedback for the AI Agent when validation fails. This creates a self-correcting loop where the AI learns from validation errors and regenerates compliant requests by routing back to Node 2 (Chat or Refinement). Node 7: Explorium API: Fetch Prospects Makes the validated API call to Explorium's prospect database. Method:** POST Endpoint:** /v1/prospects/fetch Authentication:** Header Auth (Bearer token) Input:** JSON with filters, mode, size, page_size, page Returns:** Array of matched prospects with prospect IDs based on filter criteria Node 8: Pull Prospect IDs Extracts prospect IDs from the fetch response for bulk enrichment. Input:** Full fetch response with prospect data Output:** Array of prospect_id values formatted for enrichment API Node 9: Explorium API: Contact Enrichment Single enrichment node that enhances prospect data with both contact and profile information. Method:** POST Endpoint:** /v1/prospects/enrich Enrichment Types:** contacts, profiles Authentication:** Header Auth (Bearer token) Input:** Array of prospect IDs from Node 8 Returns: Contacts:** Professional emails (current, verified), phone numbers (mobile, work), email validation status, all available email addresses Profiles:** Full professional history, current role details, company information, skills and expertise, education background, experience timeline, job titles and seniority levels Node 10: Clean Output Data Transforms and structures the enriched data for downstream processing. Node 11: Loop Over Items Iterates through each prospect to generate individualized research and emails. Batch Size:** 1 (processes prospects one at a time) Purpose:** Enable personalized research and email generation for each prospect Loop Control:** Processes until all prospects are complete Node 12: Research Email AI-powered research agent that investigates each prospect using Explorium MCP. Input Data: Prospect name, job title, company name, company website LinkedIn URL, job department, skills Research Focus: Company automation tool usage (n8n, Zapier, Make, HubSpot, Salesforce) Data enrichment practices Tech stack and infrastructure (Snowflake, Segment, etc.) Recent company activity and initiatives Pain points related to B2B data (outdated CRM data, manual enrichment, static workflows) Public content (speaking engagements, blog posts, thought leadership) AI Components: Anthropic Chat Model1:** Claude Sonnet 4 for research Simple Memory1:** Maintains research context Explorium MCP1:** Connected to https://mcp.explorium.ai/mcp for real-time intelligence Output: Structured JSON with research findings including automation tools, pain points, personalization notes Node 13: Email Writer Generates personalized cold email drafts based on research findings. Input Data: Contact info from Loop Over Items Current experience and skills Research findings from Research Email agent Company data (name, website) AI Components: Anthropic Chat Model3:** Claude Sonnet 4 for email writing Structured Output Parser:** Enforces JSON schema with email, subject, message fields Output Schema: email: Selected prospect email address (professional preferred) subject: Compelling, personalized subject line message: HTML formatted email body Node 14: Create a draft (Gmail) Creates email drafts in Gmail for review before sending. Resource:** Draft Subject:** From Email Writer output Message:** HTML formatted email body Send To:** Selected prospect email address Authentication:** Gmail OAuth2 After Creation: Loops back to Node 11 (Loop Over Items) to process next prospect Alternative Output Options: Outlook:** Create drafts in Microsoft Outlook Mailchimp:** Add to email campaign SendGrid:** Queue for sending Lemlist:** Add to cold email sequence Workflow Flow Summary Input: User describes target prospects in natural language via chat interface Interpret: AI Agent converts query to structured Explorium API filters using MCP Validate: API call validation ensures filter compliance Refine: If invalid, error feedback loop helps AI correct the request Fetch: Retrieve matching prospect IDs from Explorium database Enrich: Parallel bulk enrichment of contact details and professional profiles Clean: Transform and structure enriched data Loop: Process each prospect individually Research: AI agent uses Explorium MCP to gather company and prospect intelligence Write: Generate personalized email based on research Draft: Create reviewable email drafts in preferred platform This workflow eliminates manual prospecting work by combining natural language processing, intelligent data enrichment, automated research, and personalized email generation—taking you from "I need marketing leaders at fintech companies" to personalized, research-backed email drafts in minutes. Customization Options Flexible Triggers The chat interface can be replaced with: Scheduled runs for recurring prospecting Webhook triggers from CRM updates Manual execution for ad-hoc campaigns Scalable Enrichment Adjust enrichment depth by: Adding more Explorium API endpoints (technographics, funding, news) Configuring prospect batch sizes Customizing data cleaning logic Output Destinations Route emails to your preferred platform: Email Platforms:** Gmail, Outlook, SendGrid, Mailchimp Sales Tools:** Lemlist, Outreach, SalesLoft CRM Integration:** Salesforce, HubSpot (create leads with research) Collaboration:** Slack notifications, Google Docs reports AI Model Flexibility Swap AI providers based on your needs: Default: Anthropic Claude (Sonnet 4) Alternatives: OpenAI GPT-4, Google Gemini Setup Notes Domain Filtering: The workflow prioritizes professional emails—customize email selection logic in the Clean Output Data node MCP Configuration: Explorium MCP requires Header Auth setup—ensure credentials are properly configured Rate Limits: Adjust Loop Over Items batch size if hitting API rate limits Memory Context: Simple Memory maintains conversation history—increase window length for longer sessions Validation: The AI self-corrects through validation loops—monitor early runs to ensure filter accuracy This workflow represents a complete AI-powered sales development representative (SDR) that handles prospecting, research, and personalized outreach with minimal human intervention.

How It Works This workflow automates end-to-end AI-driven content moderation for platforms managing user-generated content, including marketplaces, communities, and enterprise systems. It is designed for product, trust & safety, and governance teams seeking scalable, policy-aligned enforcement without subjective scoring. The workflow validates structured review, goal, and feedback data using a Performance Signal Agent that standardizes moderation signals and removes ambiguity. A Governance Agent then orchestrates policy enforcement, eligibility checks, escalation logic, and audit preparation. Content enters via webhook, is classified, validated, and routed by action type (approve, flag, escalate). Enforcement logic determines whether to store clean content, flag violations, or trigger escalation emails and team notifications. All actions are logged for traceability and compliance. This template solves inconsistent moderation decisions, lack of structured governance controls, and manual escalation overhead by embedding deterministic checkpoints, structured outputs, and audit-ready logging into a single automated pipeline. Setup Steps Connect OpenAI API credentials for AI agents. Configure Google Sheets or database for logging. Connect Gmail for escalation emails. Define moderation policies and routing rules. Activate webhook and test sample content. Prerequisites n8n account, OpenAI API key, Google Sheets or DB access, Gmail credentials, defined moderation policies. Use Cases Marketplace listing moderation, enterprise HR review screening Customization Adjust policy rules, add risk scoring, integrate Slack instead of Gmail Benefits Improves moderation accuracy, reduces manual review, enforces governance consistency

Automatically draft email replies using AI. This workflow monitors your Gmail inbox, filters out automated emails (newsletters, receipts, notifications), and uses AI to create draft responses only for emails that genuinely need your attention. Who is this for? Freelancers, consultants, and business owners who want to reduce email response time while maintaining quality responses. How it works Gmail Trigger polls your inbox for new emails AI Classification (OpenRouter) determines if the email needs a human response - automatically filters out newsletters, receipts, system notifications, and marketing emails Email Draft Agent (OpenAI) generates a contextual draft reply matching your writing style Gmail saves the draft to your drafts folder Telegram sends you a notification when drafts are created Prerequisites Gmail account with OAuth2 access OpenAI API key OpenRouter API key Telegram bot token and chat ID (Optional) Supabase account for vector store Setup steps Import the workflow and connect your Gmail OAuth2 credentials Add your OpenAI and OpenRouter API keys Create a Telegram bot via BotFather and add your chat ID to the notification nodes Customise the Email Draft Agent system prompt with your business context and example emails Test with a few emails before activating

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

Who’s it for This template is for founders, finance teams, and solo operators who receive lots of invoices by email and want them captured automatically in a single, searchable source of truth. If you’re tired of hunting through your inbox for invoice PDFs or “that one receipt from three months ago,” this is for you. What it does / How it works The workflow polls your Gmail inbox on a schedule and fetches new messages including their attachments. A JavaScript Code node restructures all attachments, and a PDF extraction node reads any attached PDFs. An AI “Invoice Recognition Agent” then analyzes the email body and attachments to decide whether the email actually contains an invoice. If not, the workflow stops. If it is an invoice, a second AI “Invoice Data Extractor” pulls structured fields such as date_email, date_invoice, invoice_nr, description, provider, net_amount, vat, gross_amount, label (saas/hardware/other), and currency. Depending on whether the invoice is in an attachment or directly in the email text, the workflow either: uploads the invoice file to Google Drive, or document a direct link to the mail, then appends/updates a row in Google Sheets with all invoice parameters plus a Drive link, and finally marks the Gmail message as read. How to set up Add and authenticate: Gmail credentials Google Sheets credentials Google Drive credentials OpenAI (or compatible) credentials for the AI nodes Create or select a Google Sheet with the expected columns (date_email, date_invoice, invoice_nr, description, provider, net_amount, vat, gross_amount, label, currency, link). Create or select a Google Drive folder where invoices/docs should be stored. Adjust the Gmail Trigger filters (labels, search query, polling interval) to match the mailbox you want to process. Update node credentials and resource IDs (Sheet, Drive folder) via the node UIs, not hardcoded in HTTP nodes. Requirements n8n instance (cloud or self-hosted) Gmail account with OAuth2 setup Google Drive and Google Sheets access OpenAI (or compatible) API key configured in n8n Sufficient permissions to read emails, read/write Drive files, and edit the target Sheet How to customize the workflow Change invoice categories**: Extend the label enum (e.g., add “services”, “subscriptions”) in the extraction schema and adjust any downstream logic. Refine invoice detection**: Tweak the AI prompts to be more or less strict about what counts as an invoice or receipt. Add notifications**: After updating the Sheet, send a Slack/Teams message or email summary for high-value invoices. Filter by sender or subject**: Narrow the Gmail Trigger to specific vendors, labels, or keywords. Extend the data model**: Add fields (e.g., cost center, project code) to the extractor prompt and Sheet mapping to fit your bookkeeping setup.

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

Transform accounts payable from a manual bottleneck into an intelligent, automated system that reads invoices, detects fraud, and processes payments automatically—saving 20+ hours per week while preventing costly fraudulent payments. 🎯 What This Workflow Does Automates the complete invoice-to-payment cycle with advanced AI: 📧 Check Invoices from Jotform - Monitor Jotform for Invoice Submission 🤖 AI-Powered OCR - Extracts ALL data from PDFs and images (vendor, amounts, line items, dates, tax) 🚨 Fraud Detection Engine - Analyzes 15+ fraud patterns: duplicates, anomalies, suspicious vendors, document quality 🚦 Intelligent Routing - Auto-routes based on AI risk assessment: Critical Fraud (Risk 80-100): Block → Slack alert → CFO investigation Manager Review (>$5K or Medium Risk): Approval workflow with full analysis Auto-Approve (<$5K + Low Risk): Instant → QuickBooks → Vendor notification 📊 Complete Audit Trail - Every decision logged to Google Sheets with AI reasoning ✨ Key Features Advanced AI Capabilities Vision-Based OCR**: Reads any invoice format—PDF, scanned images, smartphone photos 99% Extraction Accuracy**: Vendor details, line items, amounts, dates, tax calculations, payment terms Multi-Dimensional Fraud Detection**: Duplicate invoice identification (same number, similar amounts) Amount anomalies (round numbers, threshold gaming, unusually high) Vendor verification (new vendors, mismatched domains, missing tax IDs) Document quality scoring (OCR confidence, missing fields, calculation errors) Timing anomalies (future dates, expired invoices, weekend submissions) Pattern-based detection (frequent small amounts, vague descriptions, no PO references) Intelligent Processing Risk-Based Scoring**: 0-100 risk score with detailed reasoning Vendor Trust Ratings**: Build vendor reputation over time Category Classification**: Auto-categorizes (software, consulting, office supplies, utilities, etc.) Amount Thresholds**: Configurable auto-approve limits Human-in-the-Loop**: Critical decisions escalated appropriately Fast-Track Low Risk**: Process safe invoices in under 60 seconds Security & Compliance Fraud Prevention**: Catch fraudulent invoices before payment Duplicate Detection**: Prevent double payments automatically Complete Audit Trail**: Every decision logged with timestamp and reasoning Role-Based Approvals**: Route to correct approver based on amount and risk Document Verification**: Quality checks on every invoice 💼 Perfect For Finance Teams**: Processing 50-500 invoices per week CFOs**: Need fraud prevention and spending visibility Controllers**: Want automated AP with audit compliance Growing Companies**: Scaling without adding AP headcount Multi-Location Businesses**: Centralized invoice processing across offices Fraud-Conscious Organizations**: Healthcare, legal, financial services, government contractors 💰 ROI & Business Impact Time Savings 90% reduction** in manual data entry time 20-25 hours saved per week** on invoice processing Same-day turnaround** on all legitimate invoices Zero data entry errors** with AI extraction No more lost invoices** - complete tracking Fraud Prevention 100% duplicate detection** before payment Catch suspicious patterns** automatically Prevent invoice splitting** (gaming approval thresholds) Identify fake vendors** before payment Average savings: $50K-$200K annually** in prevented fraud losses Process Improvements 24-hour vendor response times** (vs 7-10 days manual) 95%+ payment accuracy** with AI validation Better cash flow management** via due date tracking Vendor satisfaction** from transparent, fast processing Audit-ready** with complete decision trail 🔧 Required Integrations Core Services Jotform** - Invoice Submissions Create your form for free on Jotform using this link OpenAI API** - GPT-4o-mini for OCR & fraud detection (~$0.03/invoice) Google Sheets** - Invoice database and analytics (free) Accounting System** - QuickBooks, Xero, NetSuite, or Sage (via API) Optional Add-Ons Slack** - Real-time fraud alerts and approval requests Bill.com** - Payment processing automation Linear/Asana** - Task creation for manual reviews Expensify/Ramp** - Expense management integration 🚀 Quick Setup Guide Step 1: Import Template Copy JSON from artifact In n8n: Workflows → Import from File → Paste JSON Template imports with all nodes and sticky notes Step 2: Configure Email Monitoring Connect Gmail or Outlook account Update filter: invoices@yourcompany.com (or your AP email) Test: Send yourself a sample invoice Step 3: Add OpenAI API Get API key: https://platform.openai.com/api-keys Add to both AI nodes (OCR + Fraud Detection) Cost: ~$0.03 per invoice processed Step 4: Connect Accounting System Get API credentials from QuickBooks/Xero/NetSuite Configure HTTP Request node with your endpoint Map invoice fields to your GL codes Step 5: Setup Approval Workflows Update email addresses (finance-manager@yourcompany.com) Configure Slack webhook (optional) Set approval thresholds ($5K default, customize as needed) Step 6: Create Google Sheet Database Create spreadsheet with columns:

How It Works This workflow automates student academic advising by deploying a multi-agent AI system that triages student queries, routes them intelligently, and escalates when human intervention is needed. Designed for academic institutions, it eliminates manual triage bottlenecks and ensures timely, context-aware responses. A student event triggers the webhook, which feeds into a Status Agent to classify the student's situation. A routing node directs the request to an Academic Orchestration Agent, which delegates to specialized sub-agents—Advising, Notification, or Escalation—based on query type. Results are routed by action type, checked for escalation, then dispatched via student email, faculty email, or Slack advisor alert before logging completion. Setup Steps Import workflow and configure Student Event Webhook URL. Add OpenAI API credentials to all OpenAI Model nodes. Configure Gmail credentials for student and faculty email nodes. Add Slack credentials and set target advisor channel for Slack alert. Set escalation thresholds in the "Check if Escalation Required" node. Test with sample student event payload via webhook. Prerequisites OpenAI API key Gmail account with OAuth2 Slack workspace with bot token Use Cases Automated academic query triage for universities Customization Add new sub-agents for career or financial advising Benefits Reduces advisor workload through intelligent auto-triage Ensures urgent cases are escalated instantly

This n8n template demonstrates how to automatically process invoice attachments from email using OCR and AI. When an invoice is received in Gmail, the workflow extracts structured invoice data and stores it in Airtable while preventing duplicates. This automation is useful for freelancers, agencies, and finance teams who receive invoices by email and want to maintain a structured invoice database without manual data entry. Who’s it for This workflow is designed for: Freelancers managing client invoices Agencies handling multiple invoice emails Finance teams automating invoice intake Automation consultants building accounting workflows How it works When a new email with an attachment arrives in Gmail, the workflow checks whether the subject contains the word “invoice”. The attachment is uploaded to an image-hosting service to generate a public URL. The invoice file is then processed using OCR to extract text content. An AI agent analyzes the extracted text and converts it into structured invoice fields such as invoice number, sender, recipient, dates, description, and amount. Before saving, Airtable is searched to ensure the invoice does not already exist. Valid invoices are stored automatically, while invalid data triggers an error notification email. How to set up Connect Gmail credentials and enable attachment download. Connect Airtable credentials and create an invoice table. Add your imgbb API key in the HTTP Request node. Connect your OCR provider (Mistral). Connect your OpenAI API credentials. Activate the workflow and send a test invoice email. Requirements Gmail account Airtable account OpenAI API key Mistral OCR API key imgbb API key n8n instance (cloud or self-hosted) How to customize the workflow You can customize this workflow by: Modifying the AI prompt used for invoice extraction Adding new invoice fields in Airtable Changing validation rules Supporting additional invoice formats (PDF, PNG, JPG) Adding integrations with accounting tools like QuickBooks or Stripe

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/