Workflow Templates

Use Case This workflow aims to enrich new contacts in HubSpot. The more relevant the HubSpot profile, the more useful it is. Once active, this n8n workflow will update the social profiles, contact data (phone, email) as well as location data from ExactBuyer. Setup Add HubSpot trigger credential (be careful, scopes must be exactly as in n8n docs ) Add your Exact Buyer API key Add HubSpot credential for update node (be careful, scopes must be same as n8n docs for this. This is different from the trigger cred) Activate workflow How to adjust this template There's plenty of interesting info that ExactBuyer returns that could be helpful. Take a look and update this workflow to add what you need.

What it does The workflow is a simple yet efficient way to automate the process of indexing your website on Google using the Google Indexing API. How it works It works by extracting information from your sitemap, converting it into a JSON file, and looping through each URL to submit it for indexing. Here's a brief rundown of the workflow: The workflow can be triggered manually via the "Execute Workflow" button or scheduled to run at a specific time using the "Schedule Trigger" node. The sitemap of your website is fetched using the "sitemap_set" node with a HTTP Request to the sitemap URL. This XML sitemap is then converted into a JSON file using the "sitemap_convert" node. The "sitemap_parse" node splits the JSON file into individual URLs. The "url_set" node then prepares each URL to be sent to the Google Indexing API. A loop is created using the "loop" node to process each URL individually and make a POST request to Google Indexing API indicating that the URL has been updated. If the POST request is successful and the URL has been updated, the workflow waits for 2 seconds before moving to the next URL. In case the daily limit for the Google Indexing API is reached (200/day by default), an error message is triggered using the "Stop and Error" node. Before you use the workflow Activate the indexing API Create an account with Google Cloud Platform > Console and then create a new project Search for the Indexing API in the Library Activate the API Create a Service Account and get credentials Open the Service accounts page. If prompted, select a project. Click add Create Service Account, enter a name and description for the service account. You can use the default service account ID, or choose a different, unique one. When done click Create. On the Grant users access to this service account screen, scroll down to the Create key section. Click add Create key. In the side panel that appears, select the JSON format Click Create. Your new public/private key pair is generated and downloaded to your machine. Open the file and copy the private key. Add the credentials in the url_index node Add the user as owner of the site Beware, for each site you need to add the user as a owner like this: Set your sitemap Open the sitemap_set node and add the url to your sitemap. Now you should be able to ensure that Google is always up-to-date with the latest content on your website, improving your website's visibility and SEO rankings, have fun!

What does this template help with? Save the data of activities recorded and stored in Strava to a Google Sheets document. How it works: We have a Google Sheets spreadsheet where each row represents a Strava activity with the date, reference, distance, time, and elevation. Periodically, the workflow checks the latest activities in our Strava account to see if any are missing from the spreadsheet and adds them to the list. All fields must be properly formatted according to how they are stored in the Google Sheets spreadsheet. Set up instructions Complete the Set up credentials step when you first open the workflow. You'll need a Google Sheets and Strava account. In the 'activities' node, you must enter the name of the file and the sheet where you want to save the imported data. In the 'Strava' node, you must select the corresponding credential. You can adjust the format of dates, times, and distances according to your needs in the 'strava_last' node. The rest of the information is available at sherblog.es Template was created in n8n v1.72.1

This n8n template demonstrates how to build a simple but effective vintage image restoration service using an AI model with image editing capabilities. With Gemini now capable of multimodal output, it's a great time to explore this capability for image or graphics automation. Let's see how well it does for a task such as image restoration. Good to know At time of writing, each image generated will cost $0.039 USD. See Gemini Pricing for updated info. The model used in this workflow is geo-restricted! If it says model not found, it may not be available in your country or region. How it works Images are imported into our workflow via the HTTP node and converted to base64 strings using the Extract from file node. The image data is then pipelined to Gemini's Image Generation model. A prompt is provided to instruct Gemini to "restore" the image to near new condition - of course, feel free to experiment with this prompt to improve the results! Gemini's responds with the image as a base64 string and hence, a convert to file node is used to transform the data to binary. With the restored image as a binary, we can then use this with our Google Drive node to upload it to our desired folder. How to use This demonstration uses 3 random images sourced from the internet but any typical image file will work. Use a webhook node to allow integration from other applications. Use a telegram trigger for instant mobile service! Requirements Google Gemini for LLM/Image generation Google Drive for Upload Storage Customising this workflow AI image editing can be applied to many use-cases not just image restoration. Try using it to add watermarks, branding or modify an existing image for marketing purposes.

Explorium Prospects Search Chatbot Template Download the following json file and import it to a new n8n workflow: mcp\_to\_prospects\_to\_csv.json Overview This n8n workflow creates a chatbot that understands natural language requests for finding business prospects and automatically: Interprets your query using AI (Claude Sonnet 3.7) Converts it to proper Explorium API filters Validates the API request structure Fetches prospect data from Explorium Exports results as a downloadable CSV file Perfect for sales teams, recruiters, and business development professionals who need to quickly find and export targeted prospect lists without learning complex API syntax. Key Features Natural Language Interface**: Simply describe who you're looking for in plain English Smart Query Translation**: AI converts your request to valid API parameters Built-in Validation**: Ensures API calls meet Explorium's requirements Error Recovery**: Automatically retries with corrections if validation fails Pagination Support**: Handles large result sets automatically CSV Export**: Clean, formatted output ready for CRM import Conversation Memory**: Maintains context for follow-up queries Example Queries The chatbot understands queries like: "Find marketing directors at SaaS companies in New York with 50-200 employees" "Get me CTOs from fintech startups in California" "Show me sales managers at healthcare companies with revenue over $10M" "Find engineers at Microsoft with 3-5 years experience" "Get customer service leads from e-commerce companies in Europe" Prerequisites Before setting up this workflow, ensure you have: n8n instance with chat interface enabled Anthropic API key for Claude Explorium API credentials (Bearer token) - Get explorium api key Basic understanding of n8n chat workflows Supported Filters The chatbot can search using these criteria: Company Filters Size**: 1-10, 11-50, 51-200, 201-500, 501-1000, 1001-5000, 5001-10000, 10001+ employees Revenue**: Ranges from $0-500K up to $10T+ Age**: 0-3, 3-6, 6-10, 10-20, 20+ years Location**: Countries, regions, cities Industry**: Google categories, NAICS codes, LinkedIn categories Name**: Specific company names Prospect Filters Job Level**: CXO, VP, Director, Manager, Senior, Entry, etc. Department**: Sales, Marketing, Engineering, Finance, HR, etc. Experience**: Total months and current role duration Location**: Country and region codes Contact Info**: Filter by email/phone availability Installation & Setup Step 1: Import the Workflow Copy the workflow JSON from the template In n8n: Workflows → Add Workflow → Import from File Paste the JSON and click Import Step 2: Configure Anthropic Credentials Click on the Anthropic Chat Model1 node Under Credentials, click Create New Add your Anthropic API key Name: "Anthropic API" Save credentials Step 3: Configure Explorium Credentials You'll need to set up Explorium credentials in two places: For MCP Client: Click on the MCP Client node Under Credentials, create new Header Auth Add your authentication header (usually Authorization: Bearer YOUR_TOKEN) Save credentials For API Calls: Click on the Prospects API Call node Use the same Header Auth credentials created above Verify the API endpoint is correct Step 4: Activate the Workflow Save the workflow Click the Active toggle to enable it The chat interface will now be available Step 5: Access the Chat Interface Click on the When chat message received node Copy the webhook URL Access this URL in your browser to start chatting How It Works Workflow Architecture Chat Trigger: Receives natural language queries from users Memory Buffer: Maintains conversation context AI Agent: Interprets queries and generates API parameters Validation: Checks API structure against Explorium requirements API Call: Fetches prospect data with pagination Data Processing: Formats results for CSV export File Conversion: Creates downloadable CSV file Processing Flow User Query → AI Interpretation → Validation → API Call → CSV Export ↑ ↓ └──── Error Correction Loop ←──────┘ Validation Rules The workflow validates: Filter keys are allowed by Explorium API Values match expected formats (e.g., valid country codes) Range filters have proper gte/lte values No duplicate values in arrays Required structure is maintained Usage Guide Basic Conversation Flow Start with your query: "Find me VPs of Sales at software companies in the US" Bot processes and responds: Generates API filters Validates the structure Fetches data Returns CSV download link Refine if needed: "Can you also include directors and filter for companies with 100+ employees?" Query Tips Be specific**: Include job titles, departments, company details Use standard terms**: "CTO" instead of "Chief Technology Officer" Specify locations**: Use country names or standard codes Include size/revenue**: Helps narrow results effectively Advanced Queries Combine multiple criteria: "Find engineering managers and senior engineers at B2B SaaS companies in New York and California with 50-500 employees and revenue over $5M who have been in their role for at least 1 year" Output Format The CSV file includes: Prospect ID Name (first, last, full) Location (country, region, city) LinkedIn profile Experience summary Skills and interests Company details Job information Business ID Troubleshooting Common Issues "Validation failed" errors Check that your query uses supported filter values Ensure location names are spelled correctly Verify company sizes/revenues match allowed ranges No results returned Broaden your search criteria Check if the company exists in Explorium's database Verify filter combinations aren't too restrictive Chat not responding Ensure workflow is activated Check all credentials are properly configured Verify webhook URL is accessible Large result sets timing out Try adding more specific filters Limit results by location or company size Use the size parameter (max 10,000) Error Messages The bot provides clear feedback: Invalid filters**: Shows which filters aren't supported Value errors**: Lists correct options for each field API failures**: Explains connection or authentication issues Performance Optimization Best Practices Start broad, then narrow: Begin with basic criteria and add filters Use business IDs: When targeting specific companies Limit by contact info: Add has_email: true for actionable leads Batch by location: Process regions separately for large searches API Limits Maximum 10,000 results per search Pagination handles up to 100 records per page Rate limits apply based on your Explorium subscription Customization Options Modify AI Behavior Edit the AI Agent system message to: Change response format Add custom filters Adjust interpretation logic Include additional instructions Extend Functionality Add nodes to: Send results via email Import directly to CRM Schedule recurring searches Create custom reports Integration Ideas Connect to Slack for team queries Add to CRM workflows Create lead scoring systems Build automated outreach campaigns Security Considerations API credentials are stored securely in n8n Chat sessions are isolated No prospect data is stored permanently CSV files are generated on-demand Support Resources For issues with: n8n platform**: Check n8n documentation Explorium API**: Contact Explorium support Anthropic/Claude**: Refer to Anthropic docs Workflow logic**: Review node configurations

Video Guide I prepared a detailed guide that showed the whole process of building a call analyzer. .png) Who is this for? This workflow is ideal for sales teams, customer support managers, and online education services that conduct follow-up calls with clients. It’s designed for those who want to leverage AI to gain deeper insights into client needs and upsell opportunities from recorded calls. What problem does this workflow solve? Many follow-up sales calls lack structured analysis, making it challenging to identify client needs, gauge interest levels, or uncover upsell opportunities. This workflow enables automated call transcription and AI-driven analysis to generate actionable insights, helping teams improve sales performance, refine client communication, and streamline upselling strategies. What this workflow does This workflow transcribes and analyzes sales calls using AssemblyAI, OpenAI, and Supabase to store structured data. The workflow processes recorded calls as follows: Transcribe Call with AssemblyAI: Converts audio into text with speaker labels for clarity. Analyze Transcription with OpenAI: Using a predefined JSON schema, OpenAI analyzes the transcription to extract metrics like client intent, interest score, upsell opportunities, and more. Store and Access Results in Supabase: Stores both transcription and analysis data in a Supabase database for further use and display in interfaces. Setup Preparation Create Accounts: Set up accounts for N8N, Supabase, AssemblyAI, and OpenAI. Get Call Link: Upload audio files to public Supabase storage or Dropbox to generate a direct link for transcription. Prepare Artifacts for OpenAI: Define Metrics: Identify business metrics you want to track from call analysis, such as client needs, interest score, and upsell potential. Generate JSON Schema: Use GPT to design a JSON schema for structuring OpenAI’s responses, enabling efficient storage, analysis, and display. Create Analysis Prompt: Write a detailed prompt for GPT to analyze calls based on your metrics and JSON schema. Scenario 1: Transcribe Call with AssemblyAI Set Up Request: Header Authentication: Set Authorization with AssemblyAI API key. URL: POST to https://api.assemblyai.com/v2/transcript/. Parameters: audio_url: Direct URL of the audio file. webhook_url: URL for an N8N webhook to receive the transcription result. Additional Settings: speaker_labels (true/false): Enables speaker diarization. speakers_expected: Specify expected number of speakers. language_code: Set language (default: en_us). Scenario 2: Process Transcription with OpenAI Webhook Configuration: Set up a POST webhook to receive AssemblyAI’s transcription data. Get Transcription: Header Authentication: Set Authorization with AssemblyAI API key. URL: GET https://api.assemblyai.com/v2/transcript/<transcript_id>. Send to OpenAI: URL: POST to https://api.openai.com/v1/chat/completions. Header Authentication: Set Authorization with OpenAI API key. Body Parameters: Model: Use gpt-4o-2024-08-06 for JSON Schema support, or gpt-4o-mini for a less costly option. Messages: system: Contains the main analysis prompt. user: Combined speakers’ utterances to analyze in text format. Response Format: type: json_schema. json_schema: JSON schema for structured responses. Save Results in Supabase: Operation: Create a new record. Table Name: demo_calls. Fields: Input: Transcription text, audio URL, and transcription ID. Output: Parsed JSON response from OpenAI’s analysis.

Overview This workflow aims to provide data visualization capabilities to a native SQL Agent. Together, they can help foster data analysis and data visualization within a team. It uses the native SQL Agent that works well and adds visualization capabilities thanks to OpenAI’s Structured Output and Quickchart.io. How it works Information Extraction: The Information Extractor identifies and extracts the user's question. If the question includes a visualization aspect, the SQL Agent alone may not respond accurately. SQL Querying: It leverages a regular SQL Agent: it connects to a database, queries it, and translates the response into a human-readable format. Chart Decision: The Text Classifier determines whether the user would benefit from a chart to support the SQL Agent's response. Chart Generation: If a chart is needed, the sub-workflow dynamically generates a chart and appends it to the SQL Agent’s response. If not, the SQL Agent’s response is output as is. Calling OpenAI for Chart Definition: The sub-workflow calls OpenAI via the HTTP Request node to retrieve a chart definition. Building and Returning the Chart: In the "Set Response" node, the chart definition is appended to a Quickchart.io URL, generating the final chart image. The AI Agent returns the response along with the chart. How to use it Use an existing database or create a new one. For example, I've used this Kaggle dataset and uploaded it to a Supabase DB. Add the PostgreSQL or MySQL credentials. Alternatively, you can use SQLite binary files (check this template). Activate the workflow. Start chatting with the AI SQL Agent. If the Text Classifier determines a chart would be useful, it will generate one in addition to the SQL Agent's response. Notes The full Quickchart.io specifications have not been fully integrated, so there may be some glitches (e.g., radar graphs may not display properly due to size limitations).

Who is this template for? This workflow template is designed for any professionals seeking relevent data from database using natural language. How it works Each time user ask's question using the n8n chat interface, the workflow runs. Then the message is processed by AI Agent using relevent tools - Execute SQL Query, Get DB Schema and Tables List and Get Table Definition, if required. Agent uses these tool to form and run sql query which are necessary to answer the questions. Once AI Agent has the data, it uses it to form answer and returns it to the user. Set up instructions Complete the Set up credentials step when you first open the workflow. You'll need a Postgresql Credentials, and OpenAI api key. Template was created in n8n v1.77.0

Build a 100% local RAG with n8n, Ollama and Qdrant. This agent uses a semantic database (Qdrant) to answer questions about PDF files. Tutorial Click here to view the YouTube Tutorial How it works Build a chatbot that answers based on documents you provide it (Retrieval Augmented Generation). You can upload as many PDF files as you want to the Qdrant database. The chatbot will use its retrieval tool to fetch the chunks and use them to answer questions. Installation Install n8n + Ollama + Qdrant using the Self-hosted AI starter kit Make sure to install Llama 3.2 and mxbai-embed-large as embeddings model. How to use it First run the "Data Ingestion" part and upload as many PDF files as you want Run the Chatbot and start asking questions about the documents you uploaded

Who is this for? This workflow is perfect for digital content creators, marketers, and social media managers who regularly create engaging short-form videos featuring inspirational or motivational quotes. While the workflow is universally applicable, it specifically highlights Thai as an example to demonstrate effective language and font integration. What problem is this workflow solving? Creating consistent and engaging multilingual video content manually, including attractive fonts and proper video formatting, is time-consuming and repetitive. Additionally, managing files, background music, and updating statuses manually can be tedious and prone to errors. What this workflow does Automatically fetches background video and music files stored on Google Drive. Randomly selects a quote (demonstrated with Thai language) and author information from Google Sheets. Dynamically combines the selected quote and author text using appealing fonts, such as the Thai font "Kanit," directly onto the video using FFmpeg on your n8n local environment. Creates visually engaging videos with a 9:16 aspect ratio, optimized for YouTube Shorts and other vertical video platforms. Automatically uploads the finalized video to YouTube. Updates the status and YouTube URL back into your Google Sheet, ensuring you have up-to-date records. Setup Requirements: This workflow requires a self-hosted n8n instance, as the execution of FFmpeg commands is not supported on n8n Cloud. Ensure FFmpeg is installed on your self-hosted environment. Google Sheets Setup: Your Google Sheet must include at least these columns: Index: (Unique identifier for each quote) Quote: (Text of the quote) Author: (Author of the quote) CreateStatus: (Track video creation status; values like 'DONE' or blank for pending) YoutubeURL: (Automatically updated after upload) To help you get started quickly, you can use this template spreadsheet. Next steps: Organize your video and music files in separate folders in Google Drive. Authenticate your Google Sheets, Google Drive, and YouTube accounts in n8n. Ensure fonts compatible with your target languages (such as Kanit for Thai) are available in your FFmpeg installation. How to customize this workflow to your needs Fonts:** Adjust font styles and sizes within the workflow's code node. Ensure the fonts you choose fully support the language you wish to use. Quote Management:** Easily add or remove quotes and authors in your Google Sheets document. Media Files:** Change or update background videos and music by modifying the files in your Google Drive folders. Video Specifications:** Customize video dimensions, text positioning, opacity, and music volume directly in the provided FFmpeg commands. Benefits of Using Localized Fonts and Quotes Utilizing fonts specific to your target language, as demonstrated with Thai, significantly increases audience engagement by making your content more relatable, shareable, and visually appealing. Ensure you select fonts that properly support the language you're targeting.

Convert PostgreSQL table to CSV CSV is a super useful and universal way to transfer data between different tools. This workflow gives an example of how to take data from PostgreSQL and convert it easily into a CSV. What you need Before running the workflow, please make sure you have access to a remote PostgreSQL server and have table data: book_title,book_author,read_date Demons,Fyodor Dostoyevsky,2022-09-08 Ulysses,James Joyce,2022-05-06 Catch-22,Joseph Heller,2023-01-04 The Bell Jar,Sylvia Plath,2023-01-21 Frankenstein,Mary Shelley,2023-02-14 How it works Trigger the workflow on click Declare the name of the Excel file and sheet names Remotely connect to the PostgreSQL database and specify query execution Write the query data to CSV The detailed process is explained further in the tutorial: https://blog.n8n.io/postgres-export-to-csv/

This n8n template monitors an Outlook mailbox for invoices, automatically parses/extracts data from them and then uploads the output to an Excel Workbook. One of my top workflow requests, this template can save many hours of manual labour for you or your finance/accounts team. How it works A scheduled trigger is set to fetch recent Outlook messages to the Accounts receivable mailbox. Each message is analysed to determine whether or not it from a supplier and is issuing/contains an invoice. For each valid message, the attachments are downloaded and non-invoice documents are filtered out via AI Vision classification. Invoices are then processed through a AI vision model again to extract the details. The extracted data can then be used for reconciliation or otherwise. For this demonstration, we'll just append the row to an Excel sheet for now. How to use Ensure your Microsoft365 credential points to the correct mailbox. If a shared folder is used, toggle "shared folder" option to "on" and for the principal ID, use the email address. If you receive lots of other types of messages such as replies and forwards, you may want to implement additional checks to prevent processing invoices twice. The "remove duplicates" node can help with this. Requirements Outlook for Mailbox Google Gemini for Document Understanding and Invoice Extraction Excel for Data Storage Customising this workflow Note the assumption for this template is that all invoices will come as a PDF attachment. In real life, this is rarely the case! Adding in document conversion to cover all invoice formats. Human feedback is also an important factor in AI workflows. Try tagging emails as a way to notify team members that the invoice was processed.