Workflow Templates

❓ What Problem Does It Solve? Manual exporting or copying of leads and newsletter signups from web forms to spreadsheets is time-consuming, error-prone, and delays follow-ups or marketing activities. Traditional workflows can lose data due to mistakes or lack of automation. The Fluentform Export workflow automates the capture and organization of form submissions and newsletter signups into Google Sheets 💡 Why Use this workflow? Save Time:** Automate tedious manual data entry for form leads and newsletter signups Avoid Data Loss:** Ensure all submissions are reliably logged with real-time updates Organized Data:** Separate sheets for newsletter and contact form data maintain clarity Easy Integration:** Works seamlessly with Fluentform submissions and Google Sheets Flexible & Scalable:** Quickly adapt to changes in form structure or spreadsheet columns ⚡ Who Is This For? Marketers & Growth Teams:** Automatically gather leads and newsletter contacts to fuel campaigns Small to Medium Businesses:** Reduce overhead from manual data management and errors Customer Support Teams:** Keep track of form submissions in a centralized, accessible place Website Admins:** Simplify data workflow from Fluentform plugins without coding 🔧 What This Workflow Does ⏱ Trigger:** Listens for incoming POST requests from Fluentform via webhook 📎 Step 2:** Evaluates if the submission is a newsletter signup or a form based on a specific token 🔄 Step 3 (Newsletter Path):** Maps email from newsletter submissions and appends/updates Google Sheets "News Letter" tab 🔄 Step 3 (Form Path):** Extracts full name, email, phone, subject, and message fields and appends/updates the Google Sheets "form" tab 💌 Step 4:** Sends a JSON success response back to Fluentform confirming receipt 🔐 Setup Instructions Import the provided .json workflow file into your n8n instance Set up credentials: Google Sheets OAuth2 credential with access to your target spreadsheets Customize workflow elements: Update Fluentform webhook URL in your Fluentform settings to the n8n webhook URL generated Adjust field names or spreadsheet columns if your form structure changes Update spreadsheet IDs and sheet names used in the Google Sheets nodes to match your own Sheets Test workflow thoroughly with actual Fluentform submissions to verify data flows correctly 🧩 Pre-Requirements Running n8n instance (Cloud or self-hosted) Google account with access to Google Sheets and OAuth credentials Fluentform installed on your website with ability to set webhook URL Target Google Sheets prepared with tabs named "News Letter" and "form" with expected columns 🧠 Nodes Used Webhook (POST - Retrieve Leads) If (Form or newsletter?) Set (newsletter and form data preparation) Google Sheets (Append/update for newsletter and form sheets) Respond to Webhook 📞 Support Made by: khaisa Studio Tag: automation, Google Sheets, Fluentform, Leads Category: Marketing Need a custom? Contact Me

🧠 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.

🧾 What this workflow does This workflow turns YouTube video links into ready-to-edit newsletter drafts using Dumpling AI and GPT-4o. It reads new video URLs from a Google Sheet, extracts their transcripts, summarizes them into email-friendly content, and logs the finished draft back into the same sheet. An email notification is also sent to alert the user once each draft is created. 👤 Who is this for Newsletter writers or marketers repurposing video content YouTube creators building email follow-ups from videos Agencies or VAs batching social → email content Automation users streamlining content workflows ⚙️ How to set up ✅ Requirements Google Sheet** with the following columns: link — YouTube video URL blog post — for saving the generated newsletter draft Active accounts for: Dumpling AI (API for YouTube transcripts) OpenAI GPT-4 or GPT-4o Google Sheets Gmail (OAuth2 credential) 🔧 Setup steps Connect all credentials using n8n's Credential Manager: Google Sheets (OAuth2) Dumpling AI (via HTTP Header Auth) OpenAI Gmail Update the sheet ID and tab name in both Google Sheets nodes. Customize the GPT-4o prompt (optional): Located in the “GPT-4o: Write Newsletter Draft from Transcript” node You can edit tone, structure, and audience targeting in the system message Verify email recipient in the Gmail node and update if needed. 🧠 How it works The workflow is triggered manually or on schedule. It pulls YouTube links without drafts from the sheet. Each video’s transcript is fetched using Dumpling AI. GPT-4o summarizes the transcript into a clean, friendly newsletter format. The draft is written back to the same row in Google Sheets. An email is sent to notify the user that the draft is ready. 🛠️ Customization ideas Send finished drafts to Notion or Airtable instead of Sheets Generate social media posts from the same transcript Add automatic review steps using GPT scoring or editing Trigger this on new form submissions or YouTube uploads instead This is a fast, AI-powered way to turn long-form video content into clean, polished newsletters — ready to share or schedule with minimal editing.

This n8n workflow automatically creates friendly, personalized travel itineraries based on messages received via email or WhatsApp. When a user says "I want to go to Dubai with friends for 5 days" or something similar, the AI agent understands the request, generates a detailed daily plan with suggested activities, transport tips, and hotel ideas — all in a warm, human tone. It saves time, adds value for travelers, and delivers ready-to-send itineraries without any manual effort. Good to know The AI agent uses advanced language processing to understand natural travel requests in multiple formats. Itineraries are generated with personalized recommendations based on travel preferences, group size, and duration. The workflow supports both email and WhatsApp communication channels for maximum accessibility. All responses maintain a warm, friendly tone to enhance user experience. How it works The Get Query from Email node captures travel requests sent via email, parsing the message content for trip details. The Get Query from WhatsApp node simultaneously monitors WhatsApp messages for travel planning requests. Both inputs feed into the Itinerary Creator Agent node, which uses AI to analyze the request and generate comprehensive travel plans including activities, accommodations, and transportation suggestions. The Check Proper Data node validates the generated itinerary to ensure all essential information is included and properly formatted. The Check where to send Answer node determines the appropriate response channel (email or WhatsApp) based on the original request source. If the request came via email, the Sending Itinerary from Email node sends the personalized itinerary back to the user's email address. If the request came via WhatsApp, the Send Itinerary from message node delivers the travel plan through WhatsApp messaging. How to use Import the workflow into n8n and configure the nodes with your email service credentials and WhatsApp API access. Set up the AI agent with your preferred travel data sources and recommendation algorithms. Test the workflow by sending sample travel requests through both email and WhatsApp channels. Monitor the generated itineraries to ensure quality and adjust the AI agent parameters as needed. Requirements Email service API credentials (SMTP or email provider API) WhatsApp Business API access or WhatsApp integration service AI/LLM service for the Itinerary Creator Agent (OpenAI, Anthropic, or similar) Access to travel data sources for recommendations (optional but recommended) Customising this workflow Modify the Itinerary Creator Agent node to include specific travel preferences, local recommendations, or branded content. Adjust the data validation rules in the Check Proper Data node to match your quality standards. Customize response templates in both sending nodes to align with your brand voice and style. Add additional input channels or integrate with other messaging platforms as needed.

This powerful n8n automation sends you daily weather updates directly to your Telegram chat using live data from OpenWeatherMap. It supports automatic daily updates and manual lookups via form input. ✅ Prerequisites Before you begin, make sure you have: A working n8n instance (v1.0 or later recommended). An account with OpenWeatherMap (free plan is sufficient). A Telegram Bot created via @BotFather. Your Telegram user ID or chat ID. 🔐 API & Bot Setup 🧩 OpenWeatherMap API Go to https://openweathermap.org/api Sign up and verify your account. Navigate to API Keys in your account dashboard. Copy your API key (used later in the HTTP Request node). 🤖 Telegram Bot Open @BotFather in Telegram. Run /newbot and follow the prompts: Choose a name and username for your bot. You’ll get a bot token (copy this). Start a chat with your new bot to activate it. To get your Telegram User ID, use @userinfobot or an n8n Telegram Trigger node. 🔄 Trigger Options ⏰ Schedule Trigger (Automatic) Runs daily at 8:00 AM IST. Ideal for consistent, passive updates. 📝 Form Trigger (Manual) Input 🌆 City and 🌍 Country manually. Instantly receive weather info in Telegram. 🧠 How the Flow Works Trigger Activated (Scheduled or Form) City & Country fetched (default or from form) HTTP Request sent to OpenWeatherMap with API key Weather Data Parsed & Formatted: 📅 Current Date 📍 City & Country 🌤️ Weather Description 🌡️ Temperature (°C) 💧 Humidity (%) 🌬️ Wind Speed (m/s) 🔼 Atmospheric Pressure 🌅 Sunrise Time (IST) 🌇 Sunset Time (IST) Message Sent to Telegram 🧰 Nodes Used Schedule Trigger** – Runs every day at 8:00 AM IST Form Trigger** – Accepts user input Set Node** – Default city/country values and date formatting HTTP Request** – Calls OpenWeatherMap API Function Node** – Converts timestamps to IST Telegram Node** – Sends formatted weather message 📦 Example Telegram Output 📅 Wednesday, 10 July 2025 🌤 Weather in Mumbai, IN: Condition: Clear sky Temperature: 30°C 💧 Humidity: 70% 🌬 Wind Speed: 3 m/s 🔼 Pressure: 1013 hPa 🌅 Sunrise: 5:57:12 AM 🌇 Sunset: 6:53:45 PM 🛠️ Customization Tips 🏙️ Change Default City/Country Locate the Set Node (used before the API call). Replace "Mumbai" and "IN" with your preferred location. Or connect the Form Trigger input to allow dynamic values. 🕗 Change Schedule Time Open the Schedule Trigger node. Adjust to your preferred time zone and daily timing (e.g., 7 AM IST). 🧪 Add Extra Data OpenWeatherMap returns more fields like visibility, UV index, etc. You can include these in your Telegram message via the Function Node and Set Node.

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. ❓ What Problem Does It Solve? Manual transcription and action planning from meeting notes is often error-prone, time-consuming, and inconsistent. Important tasks, decisions, or deadlines can be overlooked or delayed. This workflow solves these pain points by automatically analyzing notes using AI and turning them into actionable, structured data. It drastically reduces follow-up delays, miscommunications, and administrative effort, letting teams focus on execution instead. 💡 Why Use Google Meet Automation? Save Hours of Manual Work:** Automatically transform raw meeting notes into structured tasks and emails without lifting a finger. Ensure Accurate Follow-up:** Never miss important action items or decisions buried in text; everything is extracted and assigned clearly. Improve Team Collaboration:** Instantly distribute meeting summaries and next steps to attendees, keeping everyone aligned. Leverage Advanced AI:** Utilize Google Gemini’s powerful natural language processing tailored specifically for meetings. Fully End-to-End Automated:** From receiving notes to task creation and email dispatch — your post-meeting workflow is completely hands-free. ⚡ Who Is This For? Project Managers:** Streamline task delegation and keep project timelines on track. Team Leads:** Quickly communicate key takeaways and follow-ups to team members. Sales and Account Teams:** Document client meetings efficiently and automate follow-up outreach. Remote Teams:** Ensure clarity and continuity after virtual meetings. Executives:** Get concise summaries and important decision logs automatically. 🔧 What This Workflow Does ⏱ Trigger: Activated via a POST webhook receiving meeting notes, title, attendees, date, and duration. 📎 Step 2: Validates inputs; if missing required fields, sends an error response. 🔍 Step 3: Extracts and formats meeting data into structured variables for processing. 🤖 Step 4: Sends meeting notes to Google Gemini AI for advanced analysis to identify action items, decisions, summaries, follow-ups, and dates. 💌 Step 5: Splits AI responses to create Google Tasks from action items and send personalized follow-up emails via Gmail. 🗂 Step 6: Generates a Google Docs meeting summary document and finally returns a success response with all processed results. 🔐 Setup Instructions Import the provided Google Meet Automation.json file into your n8n instance. use Payload example Set up credentials for: Google OAuth2 API (Google Tasks, Google Docs) Gmail OAuth2 API for sending emails Google Palm API (for Google Gemini AI access) Customize workflow parameters: Webhook URL and access permissions Google Tasks project or folders if applicable Email templates if desired (subject line, branding) Update any API endpoints or credential references to match your account setup. Thoroughly test with sample meeting note payloads to ensure smooth execution. 🧩 Pre-Requirements Active n8n instance (Cloud or Self-hosted) Google Cloud Platform project with: Google Tasks API enabled Google Docs API enabled Gmail API enabled Google Palm API access (Google Gemini AI) Valid OAuth2 credentials configured in n8n for above services API quota and permissions for sending emails, creating docs, and tasks 🛠️ Customize It Further Integrate with calendar apps (Google Calendar, Outlook) to auto-schedule next meetings. Add Slack or Microsoft Teams notifications for real-time alerts. Extend AI prompt for deeper insights like sentiment analysis or risk flags. Customize email templates with branding, signatures, or attachments. Connect task outputs with project management tools like Asana, Trello, or Jira. 📞 Support Made by: khaisa Studio Tag: automation, google meet, meeting notes, AI, google tasks, gmail, google docs Category: Productivity Need a custom? Contact Us

Overview An intelligent automation workflow that monitors your Gmail inbox and sends AI-powered summaries of important emails directly to your Telegram chat. Perfect for staying updated on critical communications without constantly checking your email. 🌟 Key Features Real-time Email Monitoring**: Checks Gmail every minute for new emails Smart Content Filtering**: Only processes emails containing important keywords AI-Powered Summarization**: Uses GPT-4o-mini to create concise, human-readable summaries Instant Telegram Notifications**: Delivers summaries directly to your preferred Telegram chat Customizable Keywords**: Easily modify filters to match your specific needs 🔧 How It Works Workflow Steps: Email Trigger: Continuously monitors your Gmail inbox for new messages Smart Filter: Analyzes email subject and body for important keywords (sales, jobs, etc.) AI Processing: Sends relevant emails to OpenAI for intelligent summarization Telegram Delivery: Sends formatted summary to your Telegram chat Sample Output: 📦 Your Flipkart order "Bluetooth Speaker" was delivered today. Enjoy! 💰 Invoice from AWS for $23.50 is due by July 20. Check billing portal. ✅ HR shared your July payslip. No action needed unless there's an error. 🛠 Setup Requirements Gmail account with OAuth2 credentials OpenAI API key Telegram bot token and chat ID N8N instance (cloud or self-hosted) 📋 Use Cases Business Alerts**: Payment due notices, invoice reminders E-commerce**: Order confirmations, delivery updates HR Communications**: Payslips, policy updates, announcements Security**: Login alerts, security notifications Job Hunting**: Application responses, interview invitations ⚙️ Customization Options Keyword Filters**: Add/remove keywords in the filter node (invoice, payment, security, delivery, etc.) AI Prompt**: Modify the summarization style and format Polling Frequency**: Adjust email checking interval Multiple Chats**: Send to different Telegram chats based on email type 🔒 Privacy & Security Processes emails locally through n8n No email content stored permanently Uses secure OAuth2 authentication Respects Gmail API rate limits 📊 Performance Lightweight and efficient Minimal resource usage Fast AI processing with GPT-4o-mini Reliable Telegram delivery 💡 Pro Tips Start with broad keywords and refine based on results Use multiple condition branches for different email types Set up different Telegram chats for work vs personal emails Monitor your OpenAI usage to avoid unexpected costs

Stop guessing currency rates! Get a quick and clean exchange rate summary sent right to your phone. 📲 This workflow automatically checks the latest rates and builds a simple report for you. What it does: 🤑 Fetches the very latest exchange rates from an API. 🌍 Shows you what major currencies (like USD & EUR) are worth in your chosen local currency. ✍️ Creates a simple, easy-to-read report. 🚀 Delivers it straight to your Telegram! Setup is easy: All you need to do is set your base currency (e.g., 'EGP') and your Telegram Chat ID. Done! ✅

Automated monitoring system that sends instant alerts when target companies make technology changes, delivered directly to your inbox or Slack. 🚀 What It Does Monitors technology stack changes Sends real-time email alerts Posts updates to Slack Tracks historical changes Filters by technology type 🎯 Perfect For Sales teams IT departments Competitive intelligence Technology vendors Market researchers ⚙️ Key Benefits ✅ Instant technology change alerts ✅ Multiple notification channels ✅ Historical tracking ✅ Customizable filters ✅ Team collaboration 🔧 What You Need BuiltWith API access Email service (SMTP/SendGrid) Slack workspace (optional) n8n instance 📊 Alerts Include Company name Technology changes Timestamp Impact assessment Direct links 🛠️ Setup & Support Quick Setup Get alerts in 15 minutes with our step-by-step guide 📺 Watch Tutorial 💼 Get Expert Support 📧 Direct Help Stay informed about technology changes that matter to your business with automated monitoring alerts and notifications.

Use case When collecting leads via a form you're typically facing a few problems: Often end up with a bunch of leads who don't have a valid email address You want to know as much about the new lead as possible but also want to keep the form short After forms are submitted you have to walk over the submissions and see which you want to add to your CRM This workflow helps you to fix all those problems. What this workflow does The workflow checks every new form submission and verifies the email using Hunter.io. If the email is valid, it then tries to enrich the person using Clearbit and saves the new lead into your Hubspot CRM. Setup Add you Hunter, Clearbit and Hubspot credentials Click the Test Workflow button, enter your email and check your Hubspot Activate the workflow and use the form trigger production URL to collect your leads in a smart way How to adjust it to your needs Change the form to the form you need in your use case (e.g. Typeform, Google Forms, SurveyMonkey etc.) Add criteria before an account is added to your CRM. This could for example be the size of company, industry etc. You can find some inspiration in our other template Reach out via Email to new form submissions that meet a certain criteria Add more data sources to save the new lead in

This workflow automatically syncs Shopify orders with your Zendesk contacts. Using this workflow, the Shopify email ID, phone number ID and order information will be added or updated to Zendesk contacts. Prerequisites Shopify account and Shopify credentials Zendesk account and Zendesk credentials How it works Shopify Trigger starts the workflow whenever a customer`s data is updated. Zendesk Node then searches the contact by email address. Set node keeps only the UserId and email of the contact. Merge by Key node combines the Shopify and Zendesk data. If node splits the workflow conditionally, check if the contact already exists or not. If the user exists, Zendesk node updates its contact data. If the user does not exist, Zendesk node creates a new contact.

📬 Scheduled RSS News Digest Emails with Gmail Automatically send beautifully formatted news digests from any RSS feed (e.g., Prothom Alo) directly to your Gmail inbox on a schedule using this n8n workflow. Ideal for news curators, bloggers, media professionals, or anyone who wants a daily/weekly news summary in their email. ✅ Prerequisites Before using this workflow, ensure you have the following: An active Gmail account with OAuth2 credentials set up in n8n. A public RSS feed URL (e.g., https://prothomalo.com/feed). An instance of n8n running (self-hosted or via n8n cloud). Basic familiarity with how n8n workflows function. ⚙️ Setup Instructions 1. Schedule Trigger Triggers the workflow at your chosen interval (e.g., daily at 8 AM). You can configure this under the interval section of the Schedule Trigger node. 2. HTTP Request – Get RSS from Prothom Alo Fetches the latest RSS feed from your preferred news source. Set the URL field to your desired RSS feed, such as https://prothomalo.com/feed. 3. Convert XML to JSON Uses the XML node to parse the fetched XML into JSON format for further processing. 4. Code Node – Generate HTML News Preview Transforms the parsed JSON into a styled HTML template. Includes dynamic data like the article title, summary, author, category, and a “Read More” button. The date is formatted to bn-BD locale for regional display. 5. Gmail Node – Send a message Sends the generated HTML as an email. Requires Gmail OAuth2 credentials to be configured. Set the recipient address. Use the generated HTML inside the message field. Make sure to use Gmail OAuth2 credentials (you can set this under "Credentials"). 🛠 Customization Options RSS Feed Source**: Replace https://prothomalo.com/feed with any RSS/Atom feed of your choice. Email Design**: Modify the embedded HTML/CSS in the Gmail node and code block to reflect your brand/theme. Language & Locale**: Adjust the date and formatting based on your preferred locale (e.g., en-US, bn-BD, etc.). Email Frequency**: Set your schedule to send digests hourly, daily, or weekly. 🧹 Flow Overview Schedule Trigger → HTTP Request → XML → Code (HTML Builder) → Gmail Send 💡 Use Cases Daily Newsletters** Team Updates from Blogs** Industry Trends Monitoring** Client Briefings with Custom Feeds** This automated workflow ensures timely delivery of curated news in a mobile-responsive, branded HTML format. No manual copy-pasting — just scheduled insights, beautifully delivered.