Workflow Templates

How it works The workflow detects incoming job-application emails, extracts resumes, and parses them for AI analysis. It evaluates each candidate against three open roles and assigns a fit score with structured reasoning. Low-scoring applicants are stored for review, while strong candidates move into an automated scheduling flow. The system checks availability on the next business day, books the slot, sends a confirmation email, and records all details in Airtable. Step-by-step Detect and collect job-application data Gmail Trigger1** – Monitors inbox for all new emails. Message a model2** – Classifies whether the email is a job application. If2** – Continues only when the AI result is YES. Get a message1** – Fetches the full message and attachments. Upload file1** – Uploads the resume to Google Drive. Extract from File1** – Converts the PDF resume into text. Analyze the resume and evaluate fit Available Positions1** – Defines the three open roles. Message a model3** – Produces recommended role, fit score, strengths, gaps, skills, and reasoning. If3** – Routes candidates based on fit_score ≥ 8. Create a record3** – Stores lower-scoring applicants in Airtable. Get Next Business Day1** – Calculates the schedule window for qualified candidates. Check availability on the next business day AI Agent1** – Orchestrates availability search using calendar nodes. Get Events1** – Retrieves events for the target day. Check Availability1** – Evaluates free 1-hour slots. OpenAI Chat Model2** – Reasoning engine for the agent. Structured Output Parser1** – Returns clean JSON with start_time and end_time. OpenAI Chat Model3** – Supports structured parsing. Schedule the interview and notify the candidate Create an event1** – Books the interview in Google Calendar. Send a message1** – Sends an HTML confirmation email to the candidate. Create a record2** – Saves shortlisted candidate and interview data in Airtable. Why use this? Removes manual screening by automating email intake and resume parsing. Ensures consistent AI-based role matching and scoring. Books interviews automatically using real calendar availability. Keeps all applicant and scheduling data organized in Airtable. Provides a fully hands-off, end-to-end hiring pipeline.

Description This workflow is designed for B2B/SaaS teams who want to secure renewals before it’s too late. It runs every day, identifies all accounts whose licenses are up for renewal in J–30, enriches them with CRM, product usage and support data, computes an internal churn risk level, and then triggers the appropriate playbook: HIGH risk** → full escalation (tasks, alerts, emails) MEDIUM risk** → proactive follow-up by Customer Success LOW risk** → light renewal touchpoint / monitoring Everything is logged into a database table so that you can build dashboards, run analysis, or plug additional automations on top. How it works Daily detection (J–30 renewals) A scheduled trigger runs every morning and queries your database (Postgres / Supabase) to fetch all active subscriptions expiring in 30 days. Each row includes the account identifier, name, renewal date and basic commercial data. Data enrichment across tools For each account, the workflow calls several business systems to collect context: HubSpot → engagement history Salesforce → account profile and segment Pipedrive → deal activities and associated products Analytics API → product feature usage and activity trends Zendesk → recent support tickets and potential friction signals All of this is merged into a single, unified item. Churn scoring & routing An internal scoring step evaluates the risk for each account based on multiple signals (engagement, usage, support, timing). The workflow then categorizes each account into one of three risk levels: HIGH – strong churn signals → needs immediate attention MEDIUM – some warning signs → needs proactive follow-up LOW – looks healthy → light renewal reminder A Switch node routes each account to the relevant playbook. Automated playbooks 🔴 HIGH risk Create a Trello card on a dedicated “High-Risk Renewals” board/list Create a Jira ticket for the CS / AM team Send a Slack alert in a designated channel Send a detailed email to the CSM and/or account manager 🟠 MEDIUM risk Create a Trello card in a “Renewals – Follow-up” list Send a contextual email to the CSM to recommend a proactive check-in 🟢 LOW risk Send a soft renewal email / internal note to keep the account on the radar Logging & daily reporting For every processed account, the workflow prepares a structured log record (account, renewal date, risk level, basic context). A Postgres node is used to insert the data into a churn_logs table. At the end of each run, all processed accounts are aggregated and a daily summary email is sent (for example to the Customer Success leadership team), listing the renewals and their risk levels. Requirements Database A table named churn_logs (or equivalent) to store workflow decisions and history. Example fields: account_id, account_name, end_date, riskScore, riskLevel, playbook, trello_link, jira_link, timestamp. External APIs HubSpot (engagement data) Salesforce (account profile) Pipedrive (deals & products) Zendesk (support tickets) Optional: product analytics API for usage metrics Communication & task tools Gmail (emails to CSM / AM / summary recipients) Slack (alert channel for high-risk cases) Trello (task creation for CS follow-up) Jira (escalation tickets for high-risk renewals) Configuration variables Thresholds are configured in the Init config & thresholds node: days_before_renewal churn_threshold_high churn_threshold_medium These parameters let you adapt the detection window and risk sensitivity to your own business rules. Typical use cases Customer Success teams who want a daily churn watchlist without exporting spreadsheets. RevOps teams looking to standardize renewal playbooks across tools. SaaS companies who need to prioritize renewals based on real risk signals rather than gut feeling. Product-led organizations that want to combine usage data + CRM + support into one automated process. Tutorial video Watch the Youtube Tutorial video About me : I’m Yassin a Project & Product Manager Scaling tech products with data-driven project management. 📬 Feel free to connect with me on Linkedin

How it works Runs every morning at 8:00 using the Schedule Trigger. Sets a stale_days value and queries Salesforce for Opportunities where Stage_Unchanged_Days__c equals that value and the stage is not Closed Won / Closed Lost. For each “stale” Opportunity, loads full deal details and sends them to an OpenAI model. The model uses the query_soql tool to pull recent Notes, the primary Contact, and the Opportunity Owner, then returns a single JSON object with: a personalized follow-up email for the client, a short SMS template, a concise Slack summary for the sales team, and a ready-to-use Task payload for Salesforce. n8n parses that JSON, sends the email via SMTP, posts the Slack message to your chosen channel, and creates a Salesforce Task assigned to the Opportunity Owner so every stalled deal has a clear next step. Setup steps Estimated setup time: ~30–45 minutes if your Salesforce, OpenAI, SMTP and Slack credentials are ready. Create Stage_Unchanged_Days__c on Opportunity (Salesforce) Field Type: Formula (Number, 0 decimal places) Formula: IF( ISBLANK(LastStageChangeDate), TODAY() - DATEVALUE(CreatedDate), TODAY() - DATEVALUE(LastStageChangeDate) ) This field tracks how many days the Opportunity has been in the current stage. Connect credentials in n8n Salesforce OAuth2 for the Salesforce nodes and the query_soql HTTP Tool. OpenAI (or compatible) credential for the “Message a model” node. SMTP credential for the customer email node. Slack credential for the internal notification node. Configure your follow-up rules In Edit Fields (Set), set stale_days to the threshold that defines a stalled deal (e.g. 7, 14, 30). In Perform a query, optionally refine the SOQL (record types, owners, minimum amount, etc.) to match your pipeline. Update the Send Email SMTP Customer node with your real “from” address and tweak the wording if needed. Point Send Message To Internal Team (Slack) to the right channel or user. Test safely Turn off the Schedule Trigger and run the workflow manually with a few test Opportunities. Inspect the AI output in Message a model and Parse JSON to confirm the structure (email, sms, slack, task.api_body). Check that the email and Slack messages look good and that Salesforce Tasks are created, assigned to the right Owner, and linked to the correct Opportunity. Go live Re-enable the Schedule Trigger. Monitor the first few days to confirm that follow-ups, Slack alerts, and Tasks all behave as expected, then let the automation quietly keep your pipeline clean and moving.

Transform chaotic training requests into strategic skill development - achieving 100% completion tracking, 30% cost reduction through intelligent planning, and data-driven L&D decisions. What This Workflow Does Revolutionizes corporate training management with AI-driven course recommendations and automated approval workflows: 📝 Training Request Capture - Jotform collects skill gaps, business justification, and training needs 💰 Budget Intelligence - Real-time department budget checking and utilization tracking 🤖 AI Course Recommendations - Matches requests to training catalog with 0-100% scoring 📊 ROI Analysis - AI assesses business impact, urgency, and return on investment ✅ Smart Approval Routing - Auto-approves within budget or routes to manager with AI insights 🎯 Skill Development Paths - Creates personalized learning journeys from current to desired levels 👥 Team Impact Assessment - Identifies knowledge sharing opportunities and additional attendees ⚠️ Risk Analysis - Evaluates delays risks and over-investment concerns 📧 Automated Notifications - Sends detailed approvals to managers and confirmations to employees 📈 Complete Tracking - Logs all requests with AI insights for L&D analytics Key Features AI Training Advisor: GPT-4 analyzes requests across 10+ dimensions including needs assessment, ROI, and implementation planning Course Catalog Matching: AI scores courses 0-100% based on skill level, topic relevance, and outcomes alignment Budget Management: Real-time tracking of department budgets with utilization percentages Preventability Scoring: Identifies skill gaps that could have been addressed earlier Alternative Options: AI suggests cost-effective alternatives (online courses, mentoring, job shadowing) Skill Development Pathways: Maps progression from current to desired skill level with timeframes Team Multiplier Effect: Identifies how training one person benefits entire team Manager Guidance: Provides key considerations, questions to ask, and approval criteria Implementation Planning: Suggests timeline, preparation needed, and post-training actions Success Metrics: Defines measurable outcomes for training effectiveness Risk Assessment: Flags delay risks and over-investment concerns Cost Optimization: Recommends ways to reduce costs while maintaining quality Perfect For Growing Tech Companies: 50-500 employees with high skill development needs Enterprise Organizations: Large corporations managing 1000+ training requests annually Professional Services: Consulting, legal, accounting firms requiring continuous upskilling Healthcare Systems: Medical organizations with compliance and clinical training requirements Manufacturing Companies: Technical skills training for operations and quality teams Sales Organizations: Sales enablement and product training at scale Financial Services: Compliance training and professional certification tracking What You'll Need Required Integrations Jotform - Training request form (free tier works) Create your form for free on Jotform using this link OpenAI API - GPT-4 for AI training analysis (~$0.30-0.60 per request) Gmail - Automated notifications to employees, managers, and HR Google Sheets - Training request database and L&D analytics Quick Start Import Template - Copy JSON and import into n8n Add OpenAI Credentials - Set up OpenAI API key (GPT-4 recommended) Create Jotform Training Request Configure Gmail - Add Gmail OAuth2 credentials Setup Google Sheets: Create spreadsheet with "Training_Requests" sheet Replace YOUR_GOOGLE_SHEET_ID in workflow Columns auto-populate on first submission Customize Training Catalog: Edit "Check Training Budget" node Update training catalog with your actual courses, providers, and costs Add your company's preferred vendors Customization Options Custom Training Catalog: Replace sample catalog with your company's actual training offerings Budget Rules: Adjust approval thresholds (e.g., auto-approve under $500) AI Prompt Tuning: Customize analysis criteria for your industry and culture Multi-Level Approvals: Add VP or director approval for high-cost training Compliance Training: Flag required certifications and regulatory training Vendor Management: Track preferred training vendors and volume discounts Learning Paths: Create role-specific career development tracks Certification Tracking: Monitor professional certifications and renewal dates Training Calendar: Integrate with company calendar for session visibility Waitlist Management: Queue employees when sessions are full Pre/Post Assessments: Add skill testing before and after training Knowledge Sharing: Schedule lunch-and-learns for employees to share learnings Expected Results 100% completion tracking - Digital trail from request to certificate 30% cost reduction - Strategic planning prevents redundant/unnecessary training 95% manager response rate - Automated reminders and clear AI guidance 50% faster approvals - AI pre-analysis speeds manager decisions 40% better course matching - AI recommendations vs manual course selection 60% reduction in budget overruns - Real-time budget visibility 3x increase in skill development velocity - Streamlined process removes friction 85% employee satisfaction - Clear process and fast responses Data-driven L&D strategy - Analytics identify trending skill gaps 25% increase in training ROI - Better targeting and follow-through Use Cases Tech Startup (150 Engineers) Engineer requests "Advanced Kubernetes" training. AI identifies skill gap as "high severity" due to upcoming cloud migration project. Checks department budget ($22K remaining of $50K), recommends $1,800 4-day course with 92% match score. Auto-routes to engineering manager with business impact analysis. Manager approves in 2 hours. Training scheduled for next month. Post-training, engineer leads internal workshop, multiplying impact across 10-person team. Migration completes 3 weeks early, saving $50K. Enterprise Sales Org (500 Reps) Sales rep requests "Negotiation Mastery" after losing 3 deals. AI assesses urgency as "justified" based on revenue impact. Recommends $1,100 2-day course but also suggests lower-cost alternative: internal mentoring from top performer ($0). Manager sees both options, chooses mentoring first. Rep closes next deal with new techniques. Training budget preserved for broader team enablement. ROI: $200K deal closed with $0 training spend. Healthcare System (2,000 Nurses) Nurse requests ACLS recertification. AI flags as "compliance-critical" with "immediate" urgency (expiring in 30 days). Checks budget, finds sufficient funds. Auto-approves and schedules next available session. Sends pre-training materials 1 week before. Tracks attendance, generates certificate upon completion. Updates nurse's credential profile in HRIS. Compliance maintained, no manual intervention needed. Financial Services Firm Analyst requests CFA Level 1 prep course ($2,500). AI assesses as "high ROI" but identifies budget constraint (department at 95% utilization). Recommends deferring to next quarter when new budget allocated. Suggests free Khan Academy courses as interim solution. Manager sees complete analysis, approves deferral, adds analyst to Q2 priority list. Transparent communication maintains morale despite delay. Manufacturing Company Maintenance tech requests PLC programming training. AI identifies 5 other techs with same skill gap. Recommends group training session ($1,200 per person vs $2,000 individual). Calculates team multiplier effect: 6 techs trained = reduced downtime across 3 shifts. Manager approves group session, saving $4,800. All 6 techs complete training together, creating peer support network. Equipment downtime reduced 40%. Pro Tips Quarterly Planning: Use Google Sheets data to identify trending skill gaps and plan group training Budget Forecasting: Track monthly utilization to predict Q4 budget needs Course Ratings: Add post-training feedback to improve AI recommendations over time Internal Experts: Build database of employees who can provide mentoring (free alternative) Learning Paths: Create role-based tracks (e.g., "Junior Dev → Senior Dev" pathway) Compliance Flagging: Auto-identify regulatory/certification requirements Vendor Relationships: Track volume with vendors to negotiate discounts Knowledge Retention: Require post-training presentations to reinforce learning Manager Training: Educate managers on how to evaluate AI recommendations Budget Reallocation: Monthly reviews to move unused budget between departments Early Bird Discounts: AI can suggest booking 60+ days out for savings Continuous Learning: Supplement formal training with Udemy/LinkedIn Learning subscriptions Learning Resources This workflow demonstrates advanced automation: AI Agents with complex analysis across multiple decision dimensions Budget management algorithms with real-time calculations Course recommendation engines with scoring and matching Multi-criteria approval routing based on AI confidence Skill progression modeling from current to desired states ROI analysis balancing cost, impact, and urgency Alternative suggestion algorithms for cost optimization Team impact modeling for knowledge multiplication Risk assessment frameworks for training decisions Real-Time Budget Tracking: Live department budget visibility prevents overspending Audit Trail: Complete history for finance audits and compliance reviews Approval Documentation: Timestamped manager approvals for governance Cost Allocation: Track training costs by department, employee, category ROI Measurement: Compare training investment to business outcomes Compliance Monitoring: Flag required certifications and regulatory training Vendor Management: Track spending with training providers Ready to transform your corporate training? Import this template and turn training chaos into strategic skill development with AI-powered insights and automation! 📚✨ Questions or customization? The workflow includes detailed sticky notes explaining each AI analysis component.

Description Automatically capture customer onboarding help requests from Typeform, log them in Google Sheets, validate email addresses, and send a professional HTML welcome email via Gmail. Ensures smooth onboarding communication with audit-ready tracking and error handling. 📝📧 What This Template Does Monitors Typeform submissions for new onboarding help requests. 📥 Logs all responses into Google Sheets with structured fields. 📊 Validates email addresses to prevent errors. ✅ Generates professional HTML welcome emails with company branding. 🎨 Sends onboarding emails directly via Gmail. 📧 Handles missing or invalid emails with error logging. ⚠️ Key Benefits Streamlines customer onboarding request handling. ⏱️ Creates a centralized log for analytics and audits. 🧾 Improves customer experience with branded email communication. 💡 Reduces manual effort in follow-up and data entry. 🔄 Ensures reliable handling of incomplete or invalid submissions. 🛡️ Features Typeform trigger for new form submissions. 📝 Automatic Google Sheets logging of customer details. 📈 Conditional email validation before sending. 🔍 Dynamic HTML email generation with customer details. 🎨 Automated Gmail delivery of welcome emails. 📧 Error handling node for missing/invalid email submissions. 🚨 Requirements n8n instance (cloud or self-hosted). Typeform API credentials with webhook permissions. Google Sheets OAuth2 credentials with spreadsheet write access. Gmail OAuth2 credentials with send email permissions. Pre-configured Google Sheet for onboarding request tracking. Target Audience Customer success and onboarding teams. 👩‍💻 SaaS startups managing onboarding inquiries. 🚀 Support teams handling product/service onboarding. 🛠️ SMBs looking for efficient onboarding automation. 🏢 Remote teams needing structured onboarding workflows. 🌐 Step-by-Step Setup Instructions Connect Typeform, Google Sheets, and Gmail credentials in n8n. 🔑 Insert your Typeform form ID in the trigger node. 📝 Replace the Google Sheet ID with your tracking sheet. 📊 Map form fields to spreadsheet columns (ensure headers match). 🔗 Customize email HTML template with branding and company info. 🎨 Update sender email in the Gmail node. 📧 Test the workflow with a sample form submission. ✅

Description This workflow acts as an autonomous Tier 2 Customer Support Agent. It doesn't just answer questions; it manages the entire lifecycle of a support ticket—from triage to resolution with Guardrails to deal with prompt injections, PII information blocking, etc. enabling such threats are blocked and logged in Airtable. Unlike standard auto-responders, this system uses a "Master Orchestrator" architecture to coordinate specialized sub-agents. It creates a safe, human-like support experience by combining RAG (Knowledge Base retrieval) with a safety-first state machine. How it works The workflow operates on a strict "Hub and Spoke" model managed by a Master Orchestrator: Security Guardrails (The Gatekeeper) Before the AI even sees the message, a hard-coded security layer scans for Prompt Injection attacks, Profanity, and PII. If a threat is detected, the workflow locks down, logs the incident to Airtable, and stops execution immediately. Orchestration & Triage Once the message passes safety checks, the Master Orchestrator takes over. Its first action is to call the Ticket Analyser Agent. Analysis & Scoring The Ticket Analyser classifies the issue (e.g., "Technical," "Billing") and scores the customer's sentiment. It returns a priority_score to the Master Orchestrator. The Decision Logic (Circuit Breaker) The Master Orchestrator evaluates the score: Escalation: If the customer is "Furious" or the score is high, it bypasses AI drafting and immediately alerts a human manager via Slack. Resolution Path: If the request is standard, it proceeds to the next steps. Knowledge Retrieval (RAG) The Orchestrator calls the Knowledge Worker Agent. This agent searches your Supabase vector store to find specific, verified company policies or troubleshooting steps relevant to the user's issue. Resolution Drafting Armed with the analysis and the retrieved facts, the Orchestrator calls the Resolution Agent. This agent synthesizes a polite, professional email draft. Final Execution The Master Orchestrator reviews the final draft and sends the email via Gmail. Set up This is multi-agent system. Please follow these steps to configure the environment: ⚠️ IMPORTANT: This template contains the Main Orchestrator AND the Sub-Agents in a single view. You must separate them for the system to function: Separate the Agents: Copy the nodes for each sub-agent (Ticket Analyser, Knowledge Worker, Resolution Agent) into their own new workflows. Link the Tools: In the Main Orchestrator workflow, open the "Call [Agent Name]" tool nodes and update the Workflow ID to point to the new workflows you just created. Configure Credentials: You will need credentials for Gmail (or your preferred email provider), Slack, Airtable, Supabase (for the vector store), and Google Gemini (or OpenAI). Initialize the Knowledge Base: Open the "One time Document Loader" section in the workflow. Upload your policy document (PDF/Text) to the "Upload your file here" node. Run this branch once to vectorize your documents into Supabase. Setup Airtable: Create a simple table with columns for Sender Email, Incident Type, and Flagged Content to log security threats caught by the guardrails. Customize the Trigger: Update the Gmail Trigger node to watch for your specific support alias (e.g., support@yourdomain.com) and ensure it only picks up "Unread" emails. Adjust the Escalation Sensitivity: In the Orchestrator Agent node, you can tweak the "Phase 2" logic to change what triggers a human hand-off (currently set to priority_score >= 0.9). Good to go!

This n8n template shows you how to turn outbound sales into a fully automated machine: scrape verified leads, research them with AI, and fire off personalized cold emails while you sleep. Use cases are simple: scale B2B lead gen without hiring more SDRs, run targeted outreach campaigns that don’t feel generic, and give founders or agencies a repeatable system that books more calls with less effort. Good to know At time of writing, each AI call may incur costs depending on your OpenAI plan. This workflow uses Apollo/Apify for lead scraping, which requires an active token. Telegram approval flow is optional but recommended for quality control. How it works Define your ICP (role, location, industry) in the workflow. Generate Apollo search URLs and scrape verified contacts. AI enriches leads with personal + company research. Hormozi-style cold emails are generated and queued for approval. Approve drafts in Telegram, then Gmail automatically sends them out. How to use Start with the included Schedule Trigger or replace with a Webhook/Form trigger. Adjust ICP settings in the Set node to fit your target audience. Test with a small batch of leads before scaling to larger runs. Requirements Google Sheets, Docs, Drive, and Gmail connected to n8n Apollo/Apify account and token OpenAI API key Telegram bot for approvals Customising this workflow Swap Apollo scraping with another data source if needed. Adapt the AI prompt for a different email tone (formal, friendly, etc.). Extend with a CRM integration to sync approved leads and outreach results.

Introduction Automates overseas conference approval requests to CEO. Generates emails with conference details, flight quotes, accommodation, expense breakdown, and admin procedures. Ensures consistency and saves time. How It Works Manual trigger initiates: fetches exchange rates/conference details, parses flight quotes, uses AI to calculate expenses and generate draft, checks budget, formats messages, merges versions, creates PDF, sends to CEO, logs to tracker. Workflow Template Manual Trigger → Configuration → [Exchange Rates + Conference Details + Flight Quotes] → AI Agent → [GPT-4 + Calculate + Extract + Generate Tools] → Total Expenses → Budget Check → [Format Approved + Warning] → Merge → PDF → Send CEO → Log Tracker Workflow Steps Initialization: Manual trigger with conference parameters, sets variables (name, dates, location, funding) Data Collection: Fetches/parses exchange rates, conference details via HTTP, aggregates 3 flight quotations AI Processing: AI Agent orchestrates GPT-4 with Calculate, Extract, Generate tools for expense analysis and email drafting Validation: Calculates total expenses, validates against budget threshold Formatting: Customizes approval/warning messages by status, merges content versions Delivery: Generates PDF breakdown, dispatches via Gmail to CEO, logs to Google Sheets tracker Setup Instructions APIs: Configure currency/conference endpoints with credentials OpenAI: Add GPT-4 API key in AI Agent AI Tools: Set Calculate, Extract, Generate parameters Gmail: Connect account, set CEO recipient Sheets: Link tracker with write permissions Budget: Set threshold (default: $5000) Prerequisites n8n instance, Currency API, Conference API, OpenAI GPT-4 key, Gmail with OAuth, Google Sheets, PDF generator, Travel agent API Use Cases Academic: Staff requests conference with grant, registration, 3 quotes, hotel, visa. AI generates email with PO/card procedures. Sales: Manager seeks client meeting approval with comparisons, per diem. Training: Employee requests certification with fees, accommodation, transport. Customization Modify thresholds by department. Add categories (insurance, baggage). Customize AI prompts for tone/branding. Integrate flight sources. Extend approval chain. Add travel restrictions. Benefits Time Efficient: Reduces prep from 60+ to 5 minutes. AI-Powered: Intelligent analysis and generation. Consistent: Ensures completeness. Accurate: Eliminates errors.

Workshop Certificate Pre-Issuance System 🎯Description Transform your event registration process with this comprehensive automation that eliminates manual certificate creation and ensures only verified attendees receive credentials. ✨ What This Workflow Does This powerful automation takes workshop/event registrations from Jotform and: Validates Email Addresses - Real-time verification using VerifiEmail API to prevent bounced emails and spam registrations Generates Professional PDF Certificates - Creates beautifully designed certificates with attendee name, event details, and unique QR code Saves to Google Drive - Automatically organizes all certificates in a dedicated folder with searchable filenames Sends Confirmation Emails - Delivers professional HTML emails with embedded certificate preview and download link Maintains Complete Records - Logs all successful and failed registrations in Google Sheets for reporting and follow-up 🎯 Perfect For Workshop Organizers** - Pre-issue attendance confirmations Training Companies** - Automate enrollment certificates Conference Managers** - Streamline attendee credentialing Event Planners** - Reduce check-in time with QR codes Educational Institutions** - Issue course registration confirmations Webinar Hosts** - Send instant confirmation certificates 💡 Key Features 🔒 Email Verification Validates deliverability before issuing certificates Detects disposable/temporary emails Prevents spam and fake registrations Reduces bounce rates to near-zero 🎨 Beautiful PDF Certificates Professional Georgia serif design Customizable colors and branding Unique QR code for event check-in Unique certificate ID for tracking Print-ready A4 format 📧 Professional Email Delivery Mobile-responsive HTML design Embedded QR code preview Direct link to Google Drive PDF Branded confirmation message Event details and instructions 📊 Complete Tracking All registrations logged in Google Sheets Separate tracking for failed validations Export data for check-in lists Real-time registration counts Deduplication by email ⚡ Lightning Fast Average execution: 15-30 seconds Instant delivery after registration No manual intervention required Scales automatically 🔧 Technical Highlights Conditional Logic** - Smart routing based on email validity Data Transformation** - Clean formatting of form data Error Handling** - Graceful handling of invalid emails Merge Operations** - Combines form data with verification results Dynamic QR Codes** - Generated with verification URLs Secure Storage** - Certificates backed up in Google Drive 📦 What You'll Need Required Services: Jotform - For registration forms VerifiEmail API - Email verification service Google Account - For Gmail, Drive, and Sheets HTMLCSStoPDF - PDF generation service Estimated Setup Time: 20 minutes 🚀 Use Cases Workshop Series Issue certificates immediately after registration Reduce no-shows with professional confirmation Easy check-in with QR code scanning Virtual Events Instant confirmation for webinar attendees Digital certificates for participants Automated follow-up communication Training Programs Pre-enrollment certificates Attendance confirmations Course registration verification Conferences & Meetups Early bird confirmation certificates Attendee badge preparation Venue capacity management 📈 Benefits ✅ Save Hours of Manual Work - No more creating certificates one by one ✅ Increase Attendance - Professional confirmations boost show-up rates ✅ Prevent Fraud - Email verification stops fake registrations ✅ Improve Experience - Instant delivery delights attendees ✅ Stay Organized - All data tracked in one central location ✅ Scale Effortlessly - Handle 10 or 10,000 registrations the same way 🎨 Customization Options The workflow is fully customizable: Certificate Design** - Modify HTML template colors, fonts, layout Email Template** - Adjust branding and messaging Form Fields** - Adapt to your specific registration needs QR Code Content** - Customize verification data Storage Location** - Choose different Drive folders Tracking Fields** - Add custom data to Google Sheets 🔐 Privacy & Security Email addresses verified before certificate issuance Secure OAuth2 authentication for all Google services No sensitive data stored in workflow GDPR-compliant data handling Certificates stored in private Google Drive 📱 Mobile Responsive Professional emails display perfectly on all devices QR codes optimized for mobile scanning Certificates viewable on phones and tablets Download links work seamlessly everywhere 🏆 Why This Workflow Stands Out Unlike basic registration confirmations, this workflow: Validates emails before generating certificates** (saves resources) Creates actual PDF documents** (not just email confirmations) Includes QR codes for event check-in** (reduces venue queues) Maintains dual tracking** (successful + failed attempts) Provides shareable Drive links** (easy resending) Works 24/7 automatically** (no manual intervention) 🎓 Learning Opportunities This workflow demonstrates: Conditional branching based on API responses Data merging from multiple sources HTML to PDF conversion Dynamic content generation Error handling and logging Professional email template design QR code integration Cloud storage automation 💬 Support & Customization Perfect for n8n beginners and experts alike: Detailed sticky notes** explain every step Clear node naming** makes it easy to understand Modular design** allows easy modifications Well-documented code** in function nodes Example data** included for testing 🌟 Get Started Import the workflow JSON Connect your credentials (Jotform, VerifiEmail, Google) Create your registration form Customize the certificate design Test with a sample registration Activate and watch it work! Tags: #events #certificates #automation #email-verification #pdf-generation #registration #workshops #training #conferences #qr-codes Category: Marketing & Events Difficulty: Intermediate

This workflow transforms your Meta Ads creatives into a rich dataset of actionable insights. It's designed for data-driven marketers, performance agencies, and analysts who want to move beyond basic metrics and understand the specific visual and textual elements that drive ad performance. By automatically analyzing every video and image with Google's powerful AI (Video Intelligence and Vision APIs), it systematically deconstructs your creatives into labeled data, ready for correlation with campaign results. Use Case You know some ads perform better than others, but do you know why? Is it the presence of a person, a specific object, the on-screen text, or the spoken words in a video? Answering these questions manually is nearly impossible at scale. This workflow automates the deep analysis process, allowing you to: Automate Creative Analysis:** Stop guessing and start making data-backed decisions about your creative strategy. Uncover Hidden Performance Drivers:** Identify which objects, themes, text, or spoken phrases correlate with higher engagement and conversions. Build a Structured Creative Database:** Create a detailed, searchable log of every element within your ads for long-term analysis and trend-spotting. Save Countless Hours:** Eliminate the tedious manual process of watching, tagging, and logging creative assets. How it Works The workflow is triggered on a schedule and follows a clear, structured path: 1. Configuration & Ad Ingestion: The workflow begins on a schedule (e.g., weekly on Monday at 10 AM). It starts by fetching all active ads from a specific Meta Ads Campaign, which you define in the Set Campaign ID node. 2. Intelligent Branching (Video vs. Image): An IF node inspects each creative to determine its type. Video creatives** are routed to the Google Video Intelligence API pipeline. Image creatives** are routed to the Google Vision API pipeline. 3. The Video Analysis Pipeline: For each video, the workflow gets a direct source URL, downloads the file, and converts it to a Base64 string. It then initiates an asynchronous analysis job in the Google Video Intelligence API, requesting LABEL_DETECTION, SPEECH_TRANSCRIPTION, and TEXT_DETECTION. A loop with a wait timer periodically checks the job status until the analysis is complete. Finally, a Code node parses the complex JSON response, structuring the annotations (like detected objects with timestamps or full speech transcripts) into clean rows. 4. The Image Analysis Pipeline: For each image, the file is downloaded, converted to Base64, and sent to the Google Vision API. It requests a wide range of features, including label, text, logo, and object detection. A Code node parses the response and formats the annotations into a standardized structure. 5. Data Logging & Robust Error Handling: All successfully analyzed data from both pipelines is appended to a primary Google Sheet. The workflow is built to be resilient. If an error occurs (e.g., a video fails to be processed by the API, or an image URL is missing), a detailed error report is logged to a separate errors sheet in your Google Sheet, ensuring no data is lost and problems are easy to track. Setup Instructions To use this template, you need to configure a few key nodes. 1. Credentials: Connect your Meta Ads account. Connect your Google account. This account needs access to Google Sheets and must have the Google Cloud Vision API and Google Cloud Video Intelligence API enabled in your GCP project. 2. The Set Campaign ID Node: This is the primary configuration step. Open this Set node and replace the placeholder value with the ID of the Meta Ads campaign you want to analyze. 3. Google Sheets Nodes: You need to configure two Google Sheets nodes: Add Segments data:** Select your spreadsheet and the specific sheet where you want to save the successful analysis results. Ensure your sheet has the following headers: campaign_id, ad_id, creative_id, video_id, file_name, image_url, source, annotation_type, label_or_text, category, full_transcript, confidence, start_time_s, end_time_s, language_code, processed_at_utc. Add errors:** Select your spreadsheet and the sheet you want to use for logging errors (e.g., a sheet named "errors"). Ensure this sheet has headers like: error_type, error_message, campaign_id, ad_id, creative_id, file_name, processed_at_utc. 4. Activate the Workflow: Set your desired frequency in the Run Weekly on Monday at 10 AM (Schedule Trigger) node. Save and activate the workflow. Further Ideas & Customization This workflow provides the "what" inside your creatives. The next step is to connect it to performance. Build a Performance Analysis Workflow:** Create a second workflow that reads this Google Sheet, fetches performance data (spend, clicks, conversions) for each ad_id from the Meta Ads API, and merges the two datasets. This will allow you to see which labels correlate with the best performance. Create Dashboards:** Use the structured data in your Google Sheet as a source for a Looker Studio or Tableau dashboard to visualize creative trends. Incorporate Generative AI:** Add a final step that sends the combined performance and annotation data to an LLM (like in the example you provided) to automatically generate qualitative summaries and recommendations for each creative. Add Notifications:** Use the Slack or Email nodes to send a summary after each run, reporting how many creatives were analyzed and if any errors occurred.

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Intelligent Document Monitoring and Alert System This workflow creates an automated monitoring system that watches for new PDF reports across multiple sources, extracts key insights using AI, and sends formatted alerts to your team via Slack or email. By combining PDF Vector's parsing capabilities with GPT-powered analysis, teams can stay informed about critical documents without manual review, ensuring important information never gets missed. Target Audience & Problem Solved This template is designed for: Finance teams** monitoring quarterly reports and regulatory filings Compliance officers** tracking policy updates and audit reports Research departments** alerting on new publications and preprints Operations teams** monitoring supplier reports and KPI documents Executive assistants** summarizing board materials and briefings It solves the problem of information overload by automatically processing incoming documents, extracting only the most relevant insights, and delivering them in digestible formats to the right people at the right time. Prerequisites n8n instance with PDF Vector node installed PDF Vector API credentials with parsing capabilities OpenAI API key for insight extraction Slack workspace admin access (for Slack alerts) SMTP credentials (for email alerts) FTP/Cloud storage access for document sources Minimum 50 API credits for continuous monitoring Step-by-Step Setup Instructions Configure Document Sources Set up FTP credentials in n8n for folder monitoring Or configure Google Drive/Dropbox integration Define the folder paths to monitor Set file naming patterns to watch (e.g., "report.pdf") Set Up API Integrations Add PDF Vector credentials in n8n Configure OpenAI credentials with appropriate model access Set up Slack app and add webhook URL Configure SMTP settings for email alerts Configure Monitoring Schedule Open the "Check Every 15 Minutes" node Adjust frequency based on your needs: // For hourly checks: "interval": 60 // For real-time monitoring (every 5 min): "interval": 5 Customize Alert Channels Slack Setup: Create dedicated channels (#reports, #alerts) Configure webhook for each channel Set up user mentions for urgent alerts Email Setup: Define recipient lists by document type Configure email templates Set up priority levels for subject lines Define Alert Rules Modify the "Extract Key Insights" prompt for your domain Set conditions for high-priority alerts Configure which metrics trigger notifications Define sentiment thresholds Implementation Details The workflow implements a comprehensive monitoring pipeline: Source Monitoring: Polls multiple sources for new PDFs Intelligent Parsing: Uses LLM-enhanced parsing for complex documents Insight Extraction: AI analyzes content for key information Priority Classification: Determines alert urgency based on content Multi-Channel Delivery: Sends formatted alerts via configured channels Audit Trail: Logs all processed documents for compliance Customization Guide Adding Custom Document Types: Extend the routing logic for specific document types: // In "Route by Document Type" node: const documentTypes = { 'invoice': /invoice|bill|payment/i, 'contract': /contract|agreement|terms/i, 'report': /report|analysis|summary/i, 'compliance': /audit|compliance|regulatory/i }; Customizing Insight Extraction: Modify the AI prompt for domain-specific analysis: // Financial documents: "Extract: 1) Revenue figures 2) YoY growth 3) Risk factors 4) Guidance changes" // Compliance documents: "Extract: 1) Policy changes 2) Deadlines 3) Required actions 4) Penalties" // Research papers: "Extract: 1) Key findings 2) Methodology 3) Implications 4) Future work" Advanced Alert Formatting: Create rich Slack messages with interactive elements: // Add buttons for quick actions: { "type": "actions", "elements": [ { "type": "button", "text": { "type": "plain_text", "text": "View Full Report" }, "url": documentUrl }, { "type": "button", "text": { "type": "plain_text", "text": "Mark as Read" }, "action_id": "mark_read" } ] } Implementing Alert Conditions: Add sophisticated filtering based on content: // Alert only if certain conditions are met: if (insights.metrics.revenue_change < -10) { priority = 'urgent'; alertChannel = '#executive-alerts'; } if (insights.findings.includes('compliance violation')) { additionalRecipients.push('legal@company.com'); } Adding Document Comparison: Track changes between document versions: // Compare with previous version: const previousDoc = await getLastVersion(documentType); const changes = compareDocuments(previousDoc, currentDoc); if (changes.significant) { alertMessage += \n⚠️ Significant changes detected: ${changes.summary}; } Alert Features: Monitor multiple document sources (FTP, cloud storage, email) Extract key metrics and findings with AI Send rich, formatted notifications Track document processing history Conditional alerts based on content analysis Multi-channel alert routing Use Cases: Financial report monitoring Compliance document tracking Research publication alerts Customer report distribution Board material summarization Regulatory filing notifications Advanced Configuration Performance Optimization: Implement caching to avoid reprocessing Use batch processing for multiple documents Set up parallel processing for different sources Security Considerations: Encrypt sensitive document storage Implement access controls for different alert channels Audit log all document access

Multi-agent RAG system for smarter BRD (Business Requirement Document) writing Who’s it for This workflow is designed for Business Analysts, Project Managers, and Operations Teams who need to automate the creation, tracking, and delivery of Business Requirements Documents (BRDs) from submitted forms and supporting materials. It’s ideal for organizations handling multiple BRD requests and looking to streamline document generation, archiving, and communication. How it works / What it does Trigger: The process begins when a BRD request form is submitted along with any supporting files. Sample supporting document PDF: Download URL Data Recording: Creates a BRD request record and appends it to a tracking Google Sheet. Handles multiple uploaded files, saving them to Google Drive. Creates supporting document records and updates the supporting documents tracking sheet. Content Extraction & Storage: Extracts text from uploaded PDF files. Inserts extracted content into a vector store for contextual retrieval by AI agents. Document Generation: Uses two specialized AI agents: General BRD Writer Agent for the overall document structure. Business Requirement Writer Agent for detailed business requirement sections. Both agents query the stored data and produce content, which is then merged. Metadata & File Creation: Configures metadata for the document. Creates a final document file (Google Docs). Finalization: Converts the document to PDF Sample output Archives the PDF in Google Drive. Sends a BRD response email to the requester with the completed document. Updates the request status in the Google Sheet as completed. How to set up Prepare Google Sheets: Create a BRD tracking sheet. Create a supporting document tracking sheet. Configure Google Drive: Set up folders for supporting documents and archived PDFs. Ensure the workflow has API access to upload and retrieve files. Form Integration: Connect your BRD request form to trigger the workflow. Vector Store: Configure a vector database or embedding store for extracted document text. AI Agents: Configure the General BRD Writer Agent and Business Requirement Writer Agent with your preferred OpenAI model. Link both agents to the Query Data Tool for retrieving embedded content. Email Setup: Configure email sending credentials to deliver final BRDs to requesters. Requirements Google Sheets API credentials. Google Drive API credentials. An OpenAI API key with access to the desired models. A form submission trigger (e.g., Google Forms, Typeform). Vector store or embedding database for contextual AI queries. Permissions for file uploads, downloads, and updates in Google Drive. How to customize the workflow Custom Templates**: Modify the AI agents’ system prompts to match your organization’s BRD format and tone. Metadata Fields**: Add custom fields (e.g., department, priority level) during metadata configuration. File Storage Paths**: Adjust Google Drive folder structure for project-specific storage. Approval Steps**: Insert an approval workflow between draft document creation and final archiving. Notification Channels**: Add Slack, Microsoft Teams, or other notification integrations in addition to email. AI Model Selection**: Swap the OpenAI model for another LLM or fine-tuned variant to improve BRD quality for your domain.