Workflow Templates

Who's it for Content creators, trainers, and educators who need to convert lengthy documents into digestible micro-learning experiences. How it works This workflow takes your source content (PDFs, articles, handbooks) and uses GPT-4 to intelligently break it into 2-3 minute learning modules. Each module includes a key concept, explanation, practical example, and knowledge check question. How to set up Configure OpenAI credentials with GPT-4 access Connect Slack workspace (optional) Set up Google Docs integration Optionally, Send content via webhook or paste directly Requirements OpenAI API key with GPT-4 access Google Docs account (for document creation) Slack workspace (optional, for notifications) How to customize the workflow Adjust module count and length in AI prompts Modify output formats (email, mobile, Slack) Change document structure and styling Add custom delivery channels Perfect for converting employee handbooks, training materials, and documentation into engaging micro-learning courses that people actually complete.

How it works This workflow starts whenever a new lead is submitted through Typeform. It cleans and stores the raw lead data, checks if the email is business-related (not Gmail), and then uses AI to enrich the lead with company details. After enrichment, the workflow scores the lead with AI, updates your HubSpot CRM, and saves everything neatly into Google Sheets for tracking and reporting. Step-by-step Capture New Lead Triggered by a new Typeform submission. Collects basic details: Name, Email, Phone, and Message. Saves raw lead data into a Google Sheet for backup. Stores the basic info in Airtable (avoids duplicates by email). Format & Filter Leads Formats the incoming data into a clean structure. Filters out non-business emails (e.g., Gmail) so only qualified leads continue. Enrich Company Information Uses AI (GPT-4o-mini) to enrich the lead’s company data based on email domain. Returns details like: Company Name, Industry, Headquarters, Employee Count, Website, LinkedIn, and Description. Merges this information with the original lead profile and adds metadata (timestamp, workflow ID). Score the Lead AI analyzes the enriched profile and assigns a lead score (1–10). Scoring considers industry fit, company size, contact source, and domain reputation. Update CRM & Sheets Sends the enriched lead with score to HubSpot CRM. Updates company details, contact info, and custom properties (lead_score, LinkedIn, description). Logs the fully enriched lead in a Google Sheet for tracking. Why use this? Automatically enriches and scores every incoming lead. Filters out low-value (non-business) emails before wasting CRM space. Keeps HubSpot CRM up to date with the latest company and contact info. Maintains both raw and enriched lead data in Google Sheets for easy reporting. Saves your team hours of manual research and ensures consistent, AI-driven lead qualification.

Verified Beta Tester Access Kit - Automated Onboarding System Transform Your Beta Testing Program Automate your entire beta tester onboarding process from signup to tracking with this comprehensive, production-ready n8n workflow. 📚 CATEGORY TAGS Primary Category: ✅ Marketing & Sales Additional Tags: Automation Email Marketing User Management Onboarding SaaS Product Launch Beta Testing Access Control What This Workflow Does When a beta tester signs up through your form or API, this workflow automatically: ✅ Verifies Email Authenticity - Uses VerifiEmail API to validate addresses and block disposable emails ✅ Generates Unique Access Codes - Creates secure BETA-XXXXXX codes with timestamps ✅ Creates QR Codes - Generates scannable codes for quick mobile activation ✅ Builds Branded Access Cards - Produces professional HTML/CSS cards with tester details ✅ Converts to Images - Transforms cards into shareable PNGs ✅ Sends Welcome Emails - Delivers beautifully formatted emails via Gmail ✅ Logs in Trello - Creates organized tracking cards automatically ✅ Returns API Responses - Sends success/error responses with complete data Complete execution time: 5-10 seconds per signup Perfect For 🚀 SaaS startups launching beta programs 📱 Mobile app developers managing beta testers 🎮 Game studios running closed beta tests 🏢 Enterprise teams controlling early access 💼 Product managers organizing user testing 🔬 Research projects managing participants Key Features Security First Real-time email validation Blocks disposable email addresses Unique, non-guessable access codes Webhook authentication ready Professional Branding Customizable HTML/CSS templates Embedded QR codes Responsive email design High-quality PNG generation Team Collaboration Automatic Trello card creation Organized tracking boards Checklist items for follow-ups Easy team assignments Production Ready Comprehensive error handling Detailed logging Scalable architecture Easy integration What You'll Need Required API Keys (All Have Free Tiers): VerifiEmail - Email verification at https://verifi.email HTMLCSSToImage - Image generation at https://htmlcsstoimg.com Gmail Account - Email delivery Trello Account - Project tracking at https://trello.com/app-key Workflow Steps Webhook receives POST request with tester data VerifiEmail validates email authenticity Conditional logic routes valid/invalid emails Function generates unique BETA-XXXXXX access codes HTTP Request creates QR code image Set node stores QR code URL HTMLCSSToImage converts access card to PNG Gmail sends branded welcome email with kit Trello creates tracking card in board Webhook responds with success/error status Sample Request POST to webhook: { "tester_name": "Aarav Mehta", "tester_email": "aarav@example.com", "product_name": "YourApp v1.0", "signup_date": "2025-11-05" } Success Response (200): { "status": "success", "message": "Beta tester verified and access kit delivered", "data": { "tester_name": "Aarav Mehta", "access_code": "BETA-A7K9M2", "trello_card_created": true, "email_sent": true, "qr_code_generated": true } } Error Response (400): { "status": "error", "message": "Invalid or disposable email address detected", "reason": "Disposable email" } Customization Options Email Template Modify HTML in Gmail node Add company logo Change colors and fonts Access Card Design Edit CSS in HTMLCSSToImage node Adjust QR code size Match your brand Access Code Format Change prefix from "BETA-" to your choice Modify length and characters Trello Integration Add custom fields Include labels Set due dates Assign team members Use Cases Mobile App Beta Launch User fills form → Email verified → Code sent → App activated → Team tracks in Trello SaaS Early Access User signs up → Email validated → Access kit received → Product team manages Game Testing Campaign Player requests access → Email verified → Unique key generated → Community team tracks What Makes This Special Unlike simple email workflows, this is a complete system that handles: Security (email verification) Branding (custom access cards) Communication (professional emails) Tracking (team collaboration) Integration (webhook API) All in one cohesive, production-ready workflow! Troubleshooting Common Issues & Solutions: Webhook not receiving data → Check URL and POST method Email verification fails → Verify API key and rate limits Gmail not sending → Reconnect OAuth2 Trello card fails → Confirm List ID is correct Image not generating → Check HTMLCSSToImage credentials 🏷️ ADDITIONAL METADATA Difficulty Level: ⭐⭐⭐ Intermediate (requires API key setup) Time to Setup: 🕐 10-15 minutes

Description Gain real-time audience intelligence with this cross-platform AI Sentiment Analyzer for Twitter (X) and Facebook. 📊🧠 This workflow consolidates mentions and comments, performs GPT-4o-powered sentiment and keyword analysis, summarizes audience mood, highlights dominant trends, and sends a polished HTML report via email — all automatically. Ideal for marketing and insights teams tracking brand conversations across social platforms. 🚀💬 What This Template Does 1️⃣ Starts manually to fetch the latest Twitter mentions and Facebook post comments. 🕹️ 2️⃣ Merges both datasets into a unified JSON structure for seamless cross-platform analysis. 🧩 3️⃣ Validates incoming API data to ensure completeness before processing. ✅ 4️⃣ Runs a custom JavaScript transformation to normalize all messages and add sentiment placeholders. 🧠 5️⃣ Uses GPT-4o to perform sentiment and keyword trend analysis, returning structured JSON insights. 📈 6️⃣ Parses AI output to extract overall sentiment ratios and detailed post-level analysis. 🔍 7️⃣ Generates a human-readable HTML summary using GPT-4o — featuring emojis, bullet insights, and trend sections. 🎨 8️⃣ Emails the formatted sentiment report directly to the marketing team. ✉️ 9️⃣ Logs API or runtime errors automatically into Google Sheets for transparent monitoring. 🧾 Key Benefits ✅ Provides an automated end-to-end pipeline for sentiment intelligence. ✅ Centralizes Twitter and Facebook audience data in one workflow. ✅ Delivers structured insights ready for dashboards or client reporting. ✅ Generates branded HTML summaries that are ready for emailing. ✅ Improves reliability with built-in error tracking and validation layers. Features Dual-platform integration (Twitter X API + Facebook Graph API). JavaScript logic for merging and normalizing social datasets. GPT-4o-based sentiment classification and keyword extraction. Structured JSON parsing and visualization pipeline. AI-generated HTML summary reports for presentation and sharing. Automated email dispatch via Gmail. Google Sheets logging for audit and debugging. Modular configuration — easily extendable to other social networks. #3 Requirements Twitter OAuth2 credentials for fetching mentions. Facebook Graph API credentials for reading posts and comments. Azure OpenAI (GPT-4o) credentials for sentiment and summary generation. Gmail OAuth2 credentials for automated email delivery. Google Sheets OAuth2 credentials for error logging and tracking. Environment Variables TWITTER_API_KEY FACEBOOK_GRAPH_TOKEN AZURE_OPENAI_API_KEY GMAIL_REPORT_RECIPIENTS GOOGLE_SHEET_ERROR_LOG_ID Target Audience 📈 Marketing and insights teams monitoring audience engagement. 💬 Social media managers analyzing public sentiment. 🧠 Data analysts exploring brand perception trends. 💡 PR and communications teams managing online reputation. 🧾 Operations or automation teams integrating AI analytics into dashboards. Step-by-Step Setup Instructions 1️⃣ Connect all API credentials — Twitter, Facebook Graph, Azure OpenAI, Gmail, and Google Sheets. 2️⃣ Update your Twitter user ID and Facebook Page ID in the respective nodes. 3️⃣ Confirm the merge and validation logic in the Merge Platform Datasets and Validate API Response nodes. 4️⃣ Check that your Azure OpenAI account has GPT-4o access enabled. 5️⃣ Verify the Gmail recipient and test the “Send Email Summary” node for delivery. 6️⃣ Link your Google Sheet with a tab named error log sheet to capture workflow exceptions. 7️⃣ Run the workflow once manually to validate each layer — data, AI response, email delivery. 8️⃣ Optionally, schedule it to run daily or weekly for automated sentiment insights. ✅

👥 Who is this for? Creators, marketers, and brands that want to turn a single product photo into premium motion clips, then optionally publish to Instagram/TikTok/YouTube via LATE. No editing skills required. ❓ What problem does it solve? Producing short vertical ads from a static packshot takes time (retouching, motion design, soundtrack, publishing). This workflow automates the entire process: image enhancement → cinematic motion → optional upscale → soundtrack → share. 🛠️ What this workflow does Collects a product photo via Telegram. Generates two refined edit prompts + two motion prompts using multi-agent Gemini orchestration. Creates two edited images with Fal.ai Gemini-Flash (image edit). Renders two 5s vertical videos with Kling (via fal.run queue). Auto-stitches them (FFmpeg API) and optionally upscales with Topaz. Generates a clean ambient soundtrack with MMAudio. Sends previews + final links back on Telegram. Optionally publishes to Instagram, TikTok, YouTube Shorts, and more via LATE. ⚡ Setup Telegram**: Bot token (Telegram node). Fal.ai**: HTTP Header Auth (Authorization: Bearer <FAL_API_KEY>) for Gemini-Flash edit, Kling queue, FFmpeg compose, Topaz upscale, and MMAudio. Google Gemini** (PaLM credential) for AI agents. ImgBB**: API key for uploading original/edited images. LATE: create an account at **getlate.dev and use your API key for publishing (optional). ▶️ How to use Start the workflow and DM your bot a clear product photo (jpg/jpeg/webp). Approve the two still concepts when prompted in Telegram. The orchestrator generates cinematic motion prompts and queues Kling renders. Receive two motion previews, then a stitched final (upscaled + soundtrack). Choose to auto-publish to Instagram/TikTok/YouTube via LATE (optional). 🎨 How to customize Art Direction** → tweak the “Art Director” system message (lighting, backgrounds, grading). Motion Flavor** → adjust the “Motion Designer” vocabulary for different camera moves/dynamics. Durations/Aspect** → default is 9:16, 5s; you can change Kling duration. Soundtrack** → edit the MMAudio prompt to reflect your brand’s sonic identity. Publishing** → enable/disable LATE targets; customize captions/hashtags. ✅ Prerequisites A Telegram bot created via @BotFather. A Fal.ai account + API key. An ImgBB account + API key. (Optional) a LATE account with connected social profiles — sign up at getlate.dev. 💡 Detailed technical notes, architecture, and step-by-step flow explanation are included as sticky notes inside this workflow. 🆘 Support If you need help setting up or customizing this workflow: 📧 Email: bilsimaging@gmail.com 🌐 Website: bilsimaging.com I can provide guidance, troubleshooting, or custom extra workflow adaptations.

How It Works Scheduled processes retrieve customer feedback from multiple channels. The system performs sentiment analysis to classify tone, then uses OpenAI models to extract themes, topics, and urgency indicators. All processed results are stored in a centralized database for trend tracking. Automated rules identify high-risk or negative sentiment items and trigger alerts to the relevant teams. Dashboards and workflow automation then visualize insights and support follow-up actions. Setup Instructions Data Sources: Connect social media APIs, survey tools, and customer support platforms. AI Analysis: Configure the OpenAI API with sentiment and theme-extraction prompts. Database: Set up a feedback storage schema in your utility database. Alerts: Configure email notifications and CRM triggers for priority issues. Dashboards: Link your analytics and reporting tools for real-time insights. Prerequisites Social media/survey API credentials; OpenAI API key; database access; CRM system credentials; email notification setup Use Cases Customer sentiment tracking; product feedback aggregation; support ticket prioritization; brand monitoring; trend identification Customization Adjust sentiment thresholds; add new feedback sources; modify categorization rules Benefits Reduces analysis time 85%; captures actionable insights; enables rapid response to issues

Overview Staying up to date with fast-moving topics like AI, machine learning, research, or your specific industry can be tricky. To solve this for myself (for me, it is mostly AI and automation topics), I built and use this n8n workflow: it pulls fresh articles using NewsAPI based on my topics of interest, lets an AI agent pick the 5 most relevant ones, enriches them with a Tavily search engine, and sends a clean, readable newsletter straight to Telegram - in the language you specify. In this post, I'll: Explain what the workflow does and why it's useful Show you how to import and configure it step by step Highlight the main advantages and common customisations Outline concrete next steps and improvements After following this guide, you'll end up with a fully automated weekly newsletter that delivers relevant news on the topics you care about - without any manual work. This is ideal if you already run n8n and want a mostly no‑code way to get a curated weekly digest in Telegram. What this workflow does At a high level, this workflow: Runs on a schedule (weekly at 9:00 on Sundays by default) Automatically finds recent, relevant news via NewsAPI for your topics of interest Lets AI select the top 5 most relevant news Uses a Tavily-powered AI agent to fact-check and enrich each article Aggregates the final results into a compact newsletter in the language you specify Sends them as a Markdown-formatted Telegram message The result: every week you get an AI-picked, enriched mini-newsletter with the latest news based on your own interests - delivered in Telegram. Requirements To run this workflow, you need: NewsAPI key** Create an account here and generate an API key - it is free. Tavily API key** You can sign up here and create an API key. They also have a generous free tier. OpenAI API key** Get one from OpenAI - we need this for the LLM agent calls. Telegram bot + chat ID** A Telegram bot (via BotFather) and the chat/channel ID where you want the newsletter. It is also free. See for example here how to set that up. How it works The exact logic of the workflow is as follows: Schedule Trigger** Runs the workflow on a fixed interval (in this version: weekly, at 9:00 on Sundays). Set topics and language** A Set node that defines topics (my default is AI,n8n - use a comma-separated list) and language (here I have English, but choose what you prefer). Change these to match your interests (e.g. health,fitness, macroeconomics,markets, climate,policy, or anything you care about). Call NewsAPI** HTTP Request node calling the NewsAPI API. It uses as arguments: from: last 7 days¹ q: the query, built from your topics (topics like AI,n8n become AI OR n8n expected by the API)² sortBy: relevancy - the most relevant ones at the top of the results returned Auth is handled via an httpQueryAuth credential, where your NewsAPI key is passed as a query parameter. AI Topic Selector** An OpenAI - Message a model node using gpt-5.1 via your OpenAI API key with the following prompt: You are an assistant that selects the most relevant news articles for a user. Instructions: Choose the 5 most relevant non-overlapping articles based on the user topics. For each article, provide: title short summary (1–2 sentences) source name url Output the results in the language specified by the user. Output as a "articles" JSON array of objects, each with "title", "summary", "source" and "url". User topics of interest: {{ $('Set topics and language').item.json.topics }} Output language: {{ $('Set topics and language').item.json.language }} NewsAPI articles: {{ $json.articles.map( article => `Title: ${article.title} Description: ${article.description} Content: ${article.content} Source: ${article.source.name} URL: ${article.url}` ).join('\n---\n') }} The prompt instructs the model to read your topics and language, look at all articles from the NewsAPI call (it returns a maximum of 100), select the 5 most relevant, non-overlapping articles, and output a JSON array with title, summary, source and url. Split Out** Splits out the AI message so each article becomes its own item. This lets the downstream AI agent work on each article individually. Under the hood, we parse the JSON array returned by the AI into individual items, so that each article becomes its own item in n8n. This lets the AI Agent node enrich each article separately. Newsletter AI Agent** An AI Agent node with gpt-5.1 as model, again accessed via your OpenAI API key. The agent takes the initial title, summary, source and url, uses the Tavily search tool to find 2–3 reliable, recent sources, and writes a concise 1–3 sentence article in the language you specified. The prompt for the model is shown below. You are a research writer that updates short news summaries into concise, factual articles. Input: Title: {{ $json["title"] }} Summary: {{ $json["summary"] }} Source: {{ $json["source"] }} Original URL: {{ $json["url"] }} Language: {{ $('Set topics and language').item.json.language }} Instructions: Use Tavily Search to gather 2–3 reliable, recent, and relevant sources on this topic. Update the title if a more accurate or engaging one exists. Write 1–3 sentences summarizing the topic, combining the original summary and information from the new sources. Return the original source name and url as well. Output (JSON): { "title": "final article title", "content": "concise 1–3 sentence article content", "source": "the name of the original source", "url": "the url of the original source" } Rules: Ensure the topic is relevant, informative, and timely. Translate the article if necessary to comply with the desired language {{ $('Set topics and language').item.json.language }}. In particular, the prompt instructs the model to Use Tavily Search to gather 2–3 reliable, recent, and relevant sources on this topic. Update the title if a more accurate or engaging one exists Write 1–3 sentences summarizing the topic, combining the original summary and information from the new sources Reply in a pre-defined JSON format including the original source name and url. The Output Parser enforces a structured JSON output with title, content, source and url as fields. Because the model is allowed to adjust titles, you may occasionally see slightly different titles than in the original feed; if you prefer minimal changes, you can tighten the prompt to only allow small tweaks. Aggregate** Aggregate node collecting the output field from the agent. Combines the individual article objects back into one array to be used for messaging. Send a text message** A Telegram - Send a text message node that uses your Telegram bot credentials and chatId. Renders each article as title, content plus Source: source. > To adjust this workflow for your needs, open the Set topics and language node to tweak topics (comma-separated, like AI,startups,LLMs or web dev,TypeScript,n8n) and switch the language to any target language, then inspect the Schedule Trigger to adjust interval and time, e.g. weekly at 07:30. These two tweaks control the content topics of your newsletter and when you will receive it. Why this workflow is powerful End-to-end automation** From news discovery to curated delivery, everything is automated. AI-driven topic relevance** Instead of naïvely listing every headline the AI filters for relevance to your topics and avoids overlapping or duplicate stories. Grounded in facts** By using NewsAPI and Tavily, the newsletter stays fact-based, i.e. you get short, factual summaries grounded in multiple sources. Flexibility** A single parameter (language) lets you specify the output language, while the Schedule Trigger lets you set the frequency. Low friction and mobile-first** Using Telegram as a consumption surface provides quick, low-friction reading, with push notifications as notifiers. Next steps Here are concrete directions to take this workflow further: RAG-workflow for better topic selection** Use a Retrieval-Augmented Generation pattern to let the model better choose topics that align with your evolving preferences. Right now, all news articles go into the prompt, which may bias the model to pick articles that appear first. Prompt iteration and evaluation framework** Systematically experiment with different selection criteria (e.g. "more technical", "more beginner-friendly"), tone and length of the newsletter. Logging using n8n data tables** Persist previous newsletter to avoid repetition and for better debugging. Using the source links provided in the newsletter, track which articles were clicked to enable 1:1 personalization. Email with HTML template** For more flexibility, send the newsletter via email. Trigger based on news relevance** Instead of (or in addition to) a fixed schedule, compute a "relevance score" or "novelty score" across articles. Trigger only when the score crosses a threshold. Incorporating other news APIs or RSS feeds** Add more sources such as other news APIs and RSS feeds from blogs, newsletters, or communities. Adjust for arxiv paper search and research news** Swap NewsAPI for arxiv search or other academic sources to obtain a personal research digest newsletter. Add 1:1 personalization by tracking URL clicks** Use n8n data tables to track which URLs have been clicked. Use this information as input to future AI runs to refine the news suggestions. Audio and video news** Use audio or video models for better news communication. Wrap-up This workflow shows how I use n8n, NewsAPI, Tavily, OpenAI, and Telegram to create a personal weekly newsletter. It’s mostly no-code, easy to customize, and something I rely on myself to stay informed without spending time browsing news manually. Contact me here, visit my website, or connect with me on LinkedIn. Footnotes we do that here with the JS expression ={{ DateTime.fromISO($json.timestamp).minus({ days: 7 }) }} we do that here with the JS expression {{ $json.topics.replaceAll("," , " OR ") }}

This n8n template demonstrates how to use Typhoon OCR + LLM to digitize business cards, enrich the extracted details, and save them directly into Google Sheets or any CRM. It works with both Thai and English business cards and even includes an optional step to draft greeting emails automatically. Use cases: Automatically capture leads at events, enrich contact details before saving them into your CRM, or simply keep a structured database of your professional network. Good to know Two versions of the workflow are provided: 🟢 Without Search API → cost-free option using only Typhoon OCR + LLM 🔵 With Search API → adds Google Search enrichment for richer profiles (may incur API costs via SerpAPI) The Send Email step is optional — include it if you want to follow up instantly, or disable it if not needed. Typhoon provides a free API for anyone to sign up and use → opentyphoon.ai How it works A form submission triggers the workflow with a business card image (JPG/PNG). Typhoon OCR extracts text from the card (supports Thai & English). Typhoon LLM parses the extracted text into structured JSON fields (e.g., name, job title, organization, email). Depending on your chosen path: Version 1: Typhoon LLM enriches the record with job type, level, and sector. Version 2: The workflow calls the Search API (via SerpAPI) to add a profile/company summary. The cleaned and enriched contact is saved to Google Sheets (can be swapped with your preferred CRM or database). (Optional) Typhoon LLM drafts a short, friendly greeting email, which can be sent automatically via Gmail. How to use The included form trigger is just one example. You can replace it with: A webhook for uploads A file drop in cloud storage Or even a manual trigger for testing You can easily change the destination from Google Sheets to HubSpot, Notion, Airtable, or Salesforce. The enrichment prompt is customizable — adjust it to classify contacts based on your organization’s needs. Requirements Typhoon API key Google Sheets API credentials + a prepared spreadsheet (Optional) Gmail API credentials for sending emails (Optional) SerpAPI key for the Search API enrichment path Customising this workflow This AI-powered business card reader can be adapted to many scenarios: Event lead capture: Collect cards at conferences and sync them to your CRM automatically. Sales enablement: Draft instant greeting emails for new contacts. Networking: Keep a clean and enriched database of your professional connections.

This n8n template automatically processes your industry newsletters and creates AI-powered intelligence briefs that filter signal from noise. Perfect for busy professionals who need to stay informed without information overload, it delivers structured insights directly to Slack while optionally saving content questions to Notion. Who's it for Busy executives, product managers, and content creators at growing companies who subscribe to multiple industry newsletters but lack time to read them all. Ideal for teams that need to spot trends, generate content ideas, and share curated insights without drowning in information. How it works The workflow runs daily to fetch labeled emails from Gmail, combines all newsletter content, and sends it to an AI agent for intelligent analysis. The AI filters developments through your specific business lens, identifies only operationally relevant insights, and generates thought-provoking questions for content creation. Results are formatted as rich Slack messages using Block Kit, with optional Notion integration for tracking content ideas. Requirements Gmail account with newsletter labeling system OpenRouter API key for AI analysis (costs approximately $0.01-0.05 per run) or API key for a specific LLM Slack workspace with bot permissions for message posting Notion account with database setup (optional, for content question tracking) Perplexity API key (optional, for additional AI research capabilities) How to set up 1 Connect your Gmail, OpenRouter, and Slack credentials through n8n's secure credential system. Create a Gmail label for newsletters you want analyzed and setup in the "Get Labeled Newsletters" node. Update the Slack channel ID in the "Send to Slack" node. The template comes pre-configured with sample settings for tech companies, so you can run it immediately after credential setup. How to customize the workflow Edit the "Configuration" node to match your industry and audience - change the 13 pre-defined fields including target audience, business context, relevance filters, and content pillars. Adjust the cron expression in the trigger node for your timezone. Modify the Slack formatting code to change output appearance, or add additional destination nodes for email, Teams, or Discord. Remove Notion nodes if you only need Slack output. The AI analysis framework is fully customizable through the Configuration node, allowing you to adapt from the default tech company focus to any industry including healthcare, finance, marketing, or consulting.

Description  Automates daily EOD summaries from Jira issues into an Excel sheet, then compiles a weekly summary using Azure OpenAI (GPT-4o-mini) and delivers it to stakeholders via email. Gain consistent reporting, clear insights, and hands-free delivery. ✨📧 What This Template Does  Fetches Jira issues and extracts key fields. 🧩 Generates End‑of‑Day summaries and stores them in Excel daily. 📄 Aggregates the week’s EOD data from Excel. 📚 Creates a weekly summary using Azure OpenAI (GPT-4o-mini). 🤖 Delivers the weekly report to stakeholders via email. 📬 Key Benefits  Saves time with fully automated daily and weekly reporting. ⏱️ Ensures consistent, structured summaries every time. 📏 Improves clarity for stakeholders with readable insights. 🪄 Produces mobile-friendly email summaries for quick consumption. 📱 No-code customization inside n8n. 🛠 Features  Jira issue ingestion and transformation. Daily EOD summary generation and Excel storage. Weekly AI summarization with Azure OpenAI (GPT-4o-mini). Styled HTML email output to stakeholders. Scheduling for hands-free execution. Requirements  An n8n instance (cloud or self-hosted). Jira access to read issues. Azure OpenAI (GPT-4o-mini) for weekly AI summarization. Email service (Gmail/SMTP) configured in n8n credentials. Excel/Sheet storage set up to append and read daily EOD entries. Target Audience  Engineering and product teams needing routine summaries. Project managers tracking daily progress. Operations teams consolidating weekly reporting. Stakeholders who prefer clean email digests. Step-by-Step Setup Instructions  Jira: Connect your Jira credentials and confirm issue read access. Azure OpenAI: Deploy GPT-4o-mini and add Azure OpenAI credentials in n8n. Gmail/SMTP: Connect your email account in n8n Credentials and authorize sending. Excel/Sheet: Configure the sheet used to store daily EOD summaries. Import the workflow, assign credentials to nodes, replace placeholders, then run and schedule. Security Best Practices  Use scoped API tokens for Jira with read-only permissions. 🔐 Store Azure OpenAI and email credentials in n8n’s encrypted credentials manager. 🧯 Limit email recipients to approved stakeholder lists. 🚦 Review logs regularly and rotate credentials on a schedule. ♻

Description Automatically generate polished, n8n-ready template descriptions from your saved JSON workflows in Google Drive. This AI-powered automation processes workflow files, drafts compliant descriptions, and delivers Markdown and HTML outputs directly to your inbox. 🚀💌📊💬 What This Template Does Manually triggers the workflow to start processing. Searches a specified Google Drive folder for JSON workflow files. Iterates through each JSON file found in that folder. Downloads each file and prepares it for data extraction. Parses workflow data from the downloaded JSON content. Uses Azure OpenAI GPT-4 to generate concise titles and detailed descriptions. Converts the AI output into structured Markdown for n8n template publishing. Creates an HTML version of the description for email delivery. Logs generated details into a Google Sheet for record-keeping. Sends an email containing the Markdown and HTML descriptions to the target recipient. Key Benefits ✅ Fully automates n8n template description creation. ✅ Ensures consistency with official n8n publishing guidelines. ✅ Saves time while eliminating human writing errors. ✅ Provides dual Markdown + HTML outputs for flexibility. ✅ Centralizes workflow metadata in Google Sheets. ✅ Simplifies collaboration and version tracking via email delivery. Features Manual workflow trigger for controlled execution. Integration with Google Drive for locating and downloading JSON files. Intelligent parsing of workflow data from JSON structure. GPT-4-powered AI for title and description generation. Automatic Markdown + HTML formatting for n8n publishing. Google Sheets integration for persistent record-keeping. Automated Gmail delivery of generated documentation. Requirements n8n instance (cloud or self-hosted). Google Drive OAuth2 credentials with file read permissions. Google Sheets OAuth2 credentials with edit permissions. Azure OpenAI GPT-4 API key for AI text generation. Gmail OAuth2 credentials for email sending. Target Audience n8n content creators documenting workflows. 👩‍💼 Automation teams handling multiple template deployments. 🔄 Agencies and freelancers managing workflow documentation. 🏢 Developers leveraging AI for faster template creation. 🌐 Technical writers ensuring polished, standardized outputs. 📊 Step-by-Step Setup Instructions Connect your Google Drive account and specify the folder containing JSON workflows. 🔑 Authorize Google Sheets and confirm access to the tracking spreadsheet. ⚙️ Add Azure OpenAI GPT-4 API credentials for AI-powered text generation. 🧠 Connect Gmail credentials for automated email delivery. 📧 Run the workflow manually using a test JSON file to validate all nodes. ✅ Enable the workflow to automatically generate and send descriptions as needed. 🚀

Who's it for This template is for Customer Success and Sales teams who use HubSpot. It automates the critical handoff from sales to success, ensuring every new customer gets a fast, personalized welcome. It's perfect for anyone looking to standardize their onboarding process, save time on manual tasks, and improve the new customer experience using AI. What it does This workflow triggers when a deal's "Is closed won" property is set to True in HubSpot. It assigns a Customer Success Manager (CSM) by querying an n8n Data Table to find the 'least busy' CSM (based on a deal count) and fetches the deal's details to find all associated contacts. It then loops to identify the "Champion" contact by checking their "Buying Role" (hs_buying_role). An AI agent (in the AI: Write Welcome Email node) generates a personalized welcome email, which is converted to HTML and sent via Gmail. Finally, the workflow updates the Champion's contact record in HubSpot and updates the CSM's deal count in the Data Table to keep the logic in sync. How to set up Create and Populate Data Table: This template requires an n8n Data Table to manage CSM assignments. Create a Data Table named csm_assignments. Add two columns: csm_id (String) and deal_count (Number). Add one row for each CSM with their HubSpot Owner ID and a starting deal_count of 0. Link Data Table Nodes: Open the Get CSM List and Increment CSM Deal Count nodes and select the csm_assignments table you just created from the Table dropdown. Configure Variables: In the Configure Template Variables node, you must set your sender info (company_name, sender_name, and sender_email). Customize AI Prompt: In the AI: Write Welcome Email node, update the placeholder [Link to Your Video] and [Link to Your Help Doc] links with your own URLs. Check HubSpot Property: This workflow assumes you use the "Buying Role" (hs_buying_role) contact property to identify your "Champion". If you use a different property, you must update the HubSpot: Get Contact Details and If Role is 'Champion' nodes. Requirements Access to n8n Data Tables. HubSpot (Developer API):** A credential for the Trigger: Deal Is 'Closed Won' node. HubSpot (OAuth2):** A credential for all other HubSpot nodes (Get Deal Details, Get Contact Details, Assign Contact Owner). AI Credentials:** (e.g., OpenAI) Credentials for the AI Model node (the node connected to AI: Write Welcome Email). Email Credentials:** (e.g., Gmail) Credentials for the Gmail: Send Welcome Email node. How to customize the workflow You can easily customize this workflow to send different emails based on deal properties. Add an If node after the HubSpot: Get Deal Details node to check for the deal's value, product line, or region. Based on these properties, you can route the flow to different AI: Write Welcome Email nodes with unique prompts. For example, you could check the contact's 'industry' or 'company size' to send them links to different, more relevant 'Getting Started' videos and documentation.