Workflow Templates

Setting up n8n workflow Overview The Docker n8n WHMCS module uses a specially designed workflow for n8n to automate deployment processes. The workflow provides an API interface for the module, receives specific commands, and connects via SSH to a server with Docker installed to perform predefined actions. Prerequisites You must have your own n8n server. Alternatively, you can use the official n8n cloud installations available at: n8n Official Site Installation Steps Install the Required Workflow on n8n You have two options: Option 1: Use the Latest Version from the n8n Marketplace The latest workflow templates for our modules are available on the official n8n marketplace. Visit our profile to access all available templates: PUQcloud on n8n Option 2: Manual Installation Each module version comes with a workflow template file. You need to manually import this template into your n8n server. n8n Workflow API Backend Setup for WHMCS/WISECP Configure API Webhook and SSH Access Create a Basic Auth Credential for the Webhook API Block in n8n. Create an SSH Credential for accessing a server with Docker installed. Modify Template Parameters In the Parameters block of the template, update the following settings: server_domain – Must match the domain of the WHMCS/WISECP Docker server. clients_dir – Directory where user data related to Docker and disks will be stored. mount_dir – Default mount point for the container disk (recommended not to change). Do not modify the following technical parameters: screen_left screen_right Deploy-docker-compose In the Deploy-docker-compose element, you have the ability to modify the Docker Compose configuration, which will be generated in the following scenarios: When the service is created When the service is unlocked When the service is updated nginx In the nginx element, you can modify the configuration parameters of the web interface proxy server. The main section allows you to add custom parameters to the server block in the proxy server configuration file. The main\_location section contains settings that will be added to the location / block of the proxy server configuration. Here, you can define custom headers and other parameters specific to the root location. Bash Scripts Management of Docker containers and all related procedures on the server is carried out by executing Bash scripts generated in n8n. These scripts return either a JSON response or a string. All scripts are located in elements directly connected to the SSH element. You have full control over any script and can modify or execute it as needed.

CallForge - AI Gong Sales Call Processor Streamline your sales call analysis with CallForge, an automated workflow that extracts, enriches, and refines Gong.io call data for AI-driven insights. Who is This For? This workflow is designed for: ✅ Sales teams looking to automate sales call insights. ✅ Revenue operations (RevOps) professionals optimizing call data processing. ✅ Businesses using Gong.io to analyze and enhance sales call transcripts. What Problem Does This Workflow Solve? Manually analyzing sales calls is time-consuming and prone to inconsistencies. While Gong provides raw call data, interpreting these conversations and improving AI-generated summaries can be challenging. With CallForge, you can: ✔️ Automate transcript extraction from Gong.io. ✔️ Enhance AI insights by adding product and competitor data. ✔️ Reduce errors from AI-generated summaries by correcting mispronunciations. ✔️ Eliminate duplicate calls to prevent redundant processing. What This Workflow Does 1. Extracts Gong Call Data Retrieves call recordings, metadata, meeting links, and duration from Gong. 2. Removes Duplicate Entries Queries Notion** to ensure that already processed calls are not duplicated. 3. Enriches Call Data Fetches integration details** from Google Sheets. Retrieves competitor insights** from Notion. Merges data** to provide AI with a more comprehensive context. 4. Prepares AI-Friendly Transcripts Cleans up transcripts** for structured AI processing. Reduces prompt complexity** for more accurate OpenAI outputs. 5. Sends Processed Data to an AI Call Processor Delivers the cleaned and enriched transcript** to an AI-powered workflow for generating structured call summaries. How to Set Up This Workflow 1. Connect Your APIs 🔹 Gong API Access – Set up your Gong API credentials in n8n. 🔹 Google Sheets Credentials – Provide API access for retrieving integration data. 🔹 Notion API Setup – Connect Notion to fetch competitor insights and store processed data. 🔹 AI Processing Workflow – Ensure an OpenAI-powered workflow is in place for structured summaries. CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage CallForge - 02 - Prep Gong Calls with Sheets & Notion for AI Summarization CallForge - 03 - Gong Transcript Processor and Salesforce Enricher CallForge - 04 - AI Workflow for Gong.io Sales Calls CallForge - 05 - Gong.io Call Analysis with Azure AI & CRM Sync CallForge - 06 - Automate Sales Insights with Gong.io, Notion & AI CallForge - 07 - AI Marketing Data Processing with Gong & Notion CallForge - 08 - AI Product Insights from Sales Calls with Notion 2. Customize to Fit Your Needs 💡 Modify Data Sources – Update connections if using a different CRM, database, or analytics tool. 💡 Adjust AI Processing Logic – Optimize transcript formatting based on your preferred AI model. 💡 Expand Data Enrichment – Integrate CRM data, industry benchmarks, or other insights. Why Use CallForge? By automating Gong call processing, CallForge empowers sales teams to: 📈 Gain valuable AI-driven insights from calls. ⚡ Speed up decision-making with cleaner, structured data. 🛠 Improve sales strategies based on enriched, accurate transcripts. 🚀 Start automating your Gong call analysis today!

This workflow sends a new Clockify invoice to a Notion database of your choosing when a new invoice is created in Clockify. Prerequisites Notion account and Notion credentials. Clockify account. How it works On new invoice in Clockify webhook node will trigger when a new invoice is created in Clockify. Setup is involved. Create database page Notion node will create a database page with the information specified from the Clockify trigger. You can add additional fields if required by following the setup. Setup This workflow requires that you set up a webhook in Clockify. Follow the steps below to set up the webhook: Create a Clockify webhook by going to the webhooks section in Clockify. Create the webhook specifying the "Invoice created" event and paste in the URL provided from On new invoice in Clockify webhook step. You will also have to set up a Notion database: In Notion, create a new database. Add the following columns to the database: Invoice number (renamed from "Name") Issue date (with type "Date") Due date (with type "Date") Amount (with type "Number") Add any other fields you require to the database. Share the database to n8n. By default, the workflow will fill all the fields provided above, except for any other additional fields you add.

Setting up n8n workflow Overview The Docker MinIO WHMCS module uses a specially designed workflow for n8n to automate deployment processes. The workflow provides an API interface for the module, receives specific commands, and connects via SSH to a server with Docker installed to perform predefined actions. Prerequisites You must have your own n8n server. Alternatively, you can use the official n8n cloud installations available at: n8n Official Site Installation Steps Install the Required Workflow on n8n You have two options: Option 1: Use the Latest Version from the n8n Marketplace The latest workflow templates for our modules are available on the official n8n marketplace. Visit our profile to access all available templates: PUQcloud on n8n Option 2: Manual Installation Each module version comes with a workflow template file. You need to manually import this template into your n8n server. n8n Workflow API Backend Setup for WHMCS/WISECP Configure API Webhook and SSH Access Create a Basic Auth Credential for the Webhook API Block in n8n. Create an SSH Credential for accessing a server with Docker installed. Modify Template Parameters In the Parameters block of the template, update the following settings: server_domain – Must match the domain of the WHMCS/WISECP Docker server. clients_dir – Directory where user data related to Docker and disks will be stored. mount_dir – Default mount point for the container disk (recommended not to change). Do not modify the following technical parameters: screen_left screen_right Deploy-docker-compose In the Deploy-docker-compose element, you have the ability to modify the Docker Compose configuration, which will be generated in the following scenarios: When the service is created When the service is unlocked When the service is updated nginx In the nginx element, you can modify the configuration parameters of the web interface proxy server. The main section allows you to add custom parameters to the server block in the proxy server configuration file. The main\_location section contains settings that will be added to the location / block of the proxy server configuration. Here, you can define custom headers and other parameters specific to the root location. Bash Scripts Management of Docker containers and all related procedures on the server is carried out by executing Bash scripts generated in n8n. These scripts return either a JSON response or a string. All scripts are located in elements directly connected to the SSH element. You have full control over any script and can modify or execute it as needed.

Who is this template for? This workflow template is ideal for anyone using Notion for project management and Clockify for time tracking. The workflow automatically adds all new clients from Notion to Clockify. How it works Scans your Notion client table every minute for new clients Adds all new clients to your Clockify workspace Set up Steps Set up the Notion trigger node by adding your Notion API credentials as described in the n8n Notion docs. Go to your Notion clients page/table and give your integration permission to acces the data on this page. Go back to n8n and select your Notion client page in the Notion trigger node. Set up the Clockify node by adding your Clockify API credentials as described in the n8n Clockify docs, select your Clockify workspace and map your client name column from Notion to the Clockify "Client Name" field.

Overview This workflow generates automated revenue and expense comparison reports from a structured Google Sheet. It enables users to compare financial data across the current period, last month, and last year, then uses an AI agent to analyze and summarize the results for business reporting. 1.Prerequisites A connected Google Sheets OAuth2 credential. A valid DeepSeek AI API (or replaceable with another Chat Model). A sub-workflow (child workflow) that handles processing logic. Properly structured Google Sheets data (see below). 2.Required Google Sheet Structure Column headers must include at least: Date, Amount, Type. Data format for Date must be in dd/MM/yyyy or dd-MM-yyyy. Entries should span over multiple time periods (e.g., current month, last month, last year). 3.Setup Steps Import the workflow into your n8n instance. Connect your Google Sheets and DeepSeek API credentials. Update: Sheet ID and Tab Name (already embedded in node: Get revenual from google sheet). Custom sub-workflow ID (in the Call n8n Workflow Tool node). Optionally configure chatbot webhook in the When chat message received node. 4.What the Workflow Does Accepts date inputs via AI chat interface (ChatTrigger + AI Agent). Fetches raw transaction data from Google Sheets. Segments and pivots revenue by classification for: Current period Last month Last year Aggregates totals and applies custom titles for comparison. Merges all summaries into a final unified JSON report. 5.Customization Options Replace DeepSeek with OpenAI or other LLMs. Change the date fields or cycle comparisons (e.g., quarterly, weekly). Add more AI analysis steps such as sentiment scoring or forecasting. Modify the pivot logic to suit specific KPI tags or labels. 6.Troubleshooting Tips If Google Sheets fetch fails: ensure the document is shared with your n8n Google credential. If parsing errors: verify that all dates follow the expected format. Sub-workflow must be active and configured to accept the correct inputs (6 dates). 7.SEO Keywords: google sheets report, AI financial report, compare revenue by month, expense analysis automation, chatbot n8n report generator, n8n Google Sheet integration

Who is this for? This workflow is designed for IT teams, service desk personnel, and incident management professionals who need a streamlined way to monitor and report on recent ServiceNow incidents directly within Slack. What problem is this workflow solving? / Use Case Manually monitoring incidents in ServiceNow can be time-consuming, and keeping teams updated about new or specific incidents often involves additional manual effort. This workflow automates the process of querying recent incidents from ServiceNow based on user-defined parameters and delivering formatted results directly to Slack. It ensures faster response times and improved incident visibility. What this workflow does This workflow integrates Slack and ServiceNow to provide an automated system for retrieving and presenting incident details. Slack User Interaction: Users initiate the workflow via a Slack modal form, selecting incident parameters like priority and state. ServiceNow Query: The workflow queries ServiceNow for incidents matching the selected criteria. Results Delivery: Incident results are sent back to Slack as a message formatted using Block Kit. If no results are found, the workflow notifies the user with a detailed message, either in a Slack channel or via direct message. Error Handling: If no channel is selected or any issues arise, the workflow ensures graceful fallback with appropriate notifications. Setup Instructions Slack Setup: Integrate Slack with n8n using a Slack app. Configure the modal form to accept parameters like priority and state. Check out this video for setting up a modal slack app on YouTube. ServiceNow Integration: Use ServiceNow credentials to connect with n8n. Ensure appropriate permissions for querying incidents. n8n Workflow Configuration: Import this workflow into n8n. Verify all node configurations, particularly those for ServiceNow API queries and Slack outputs. Set up webhook URLs for Slack event handling. Testing: Trigger the workflow from Slack to test modal inputs and incident queries. Confirm the output is correctly formatted and delivered to the intended Slack channel or user. How to Customize this Workflow to Your Needs Modify the ServiceNow query logic to include additional filters or fields. Adjust the Slack Block Kit formatting to match your organization’s preferred notification style. Use conditional logic to add more advanced handling for specific priorities or states. Expand the workflow to include escalation steps, such as notifying a specific team or creating follow-up tasks. Workflow Highlights Slack Modal Form**: Allows users to specify search criteria for incidents interactively. Dynamic Results Delivery**: Automatically sends results to a Slack channel or direct message based on user input. Error Handling**: Provides fallback notifications when no incidents are found or user inputs are incomplete. Customizable Integration**: Easily adaptable to fit different organizational needs, including advanced filtering and formatting options.

Template Description WDF Top Keywords: This workflow is designed to streamline keyword research by automating the process of generating, filtering, and analyzing Google and YouTube keyword data. Ensure compliance with local regulations and API terms of service when using this workflow. 📌 Purpose The WDF Top Keywords workflow automates collecting, processing, and managing keyword data for both Google and YouTube platforms. Leveraging multiple data sources and APIs ensures an efficient and scalable approach to identifying high-impact keywords for SEO, content creation, and marketing campaigns. Key Features Automates the generation of keyword suggestions using autocomplete APIs. Integrates with NocoDB to store and manage keyword data. Filters keywords based on monthly search volume and cost-per-click (CPC). Supports bulk import of keyword data into structured databases. Outputs both Google and YouTube keyword insights, enabling informed decision-making. 🎯 Target Audience This workflow is ideal for: Digital marketers aiming to optimize ad campaigns with data-driven insights. SEO specialists looking to identify high-potential keywords efficiently. Content creators seeking trending and relevant topics for their platforms. Agencies managing keyword research for multiple clients. ⚙️ How It Works Trigger: The workflow runs on-demand or at scheduled intervals. Keyword Generation: Retrieves base keywords from NocoDB. Generates autocomplete suggestions for Google and YouTube. Data Processing: Filters and formats keyword data based on specific criteria (e.g., search volume, CPC). Consolidates results for efficient storage and analysis. Storage and Output: Saves data into structured NocoDB tables for tracking and reuse. Bulk imports monthly search volume statistics for detailed analysis. 🛠️ Key APIs and Tools Used NocoDB**: Stores and organizes base and processed keyword data. DataForSEO API**: Provides search volume and keyword performance metrics. Google Autocomplete API**: Suggests relevant Google search terms. YouTube Autocomplete API**: Suggests trending YouTube keywords. Social Flood Docker Instance**: Serves as the local integration hub. Setup Instructions Required Tools: NocoDB n8n DataForSEO Account Social Flood Docker Instance Create the following NocoDB tables: Base Keyword Search Second Order Google Keywords Second Order YouTube Keywords Search Volume This template empowers users to handle complex keyword research tasks effortlessly, saving time and providing actionable insights. Share this template to enhance your workflow efficiency!

Setting up n8n workflow Overview The Docker Immich WHMCS module uses a specially designed workflow for n8n to automate deployment processes. The workflow provides an API interface for the module, receives specific commands, and connects via SSH to a server with Docker installed to perform predefined actions. Prerequisites You must have your own n8n server. Alternatively, you can use the official n8n cloud installations available at: n8n Official Site Installation Steps Install the Required Workflow on n8n You have two options: Option 1: Use the Latest Version from the n8n Marketplace The latest workflow templates for our modules are available on the official n8n marketplace. Visit our profile to access all available templates: PUQcloud on n8n Option 2: Manual Installation Each module version comes with a workflow template file. You need to manually import this template into your n8n server. n8n Workflow API Backend Setup for WHMCS/WISECP Configure API Webhook and SSH Access Create a Basic Auth Credential for the Webhook API Block in n8n. Create an SSH Credential for accessing a server with Docker installed. Modify Template Parameters In the Parameters block of the template, update the following settings: server_domain – Must match the domain of the WHMCS/WISECP Docker server. clients_dir – Directory where user data related to Docker and disks will be stored. mount_dir – Default mount point for the container disk (recommended not to change). Do not modify the following technical parameters: screen_left screen_right Deploy-docker-compose In the Deploy-docker-compose element, you have the ability to modify the Docker Compose configuration, which will be generated in the following scenarios: When the service is created When the service is unlocked When the service is updated nginx In the nginx element, you can modify the configuration parameters of the web interface proxy server. The main section allows you to add custom parameters to the server block in the proxy server configuration file. The main\_location section contains settings that will be added to the location / block of the proxy server configuration. Here, you can define custom headers and other parameters specific to the root location. Bash Scripts Management of Docker containers and all related procedures on the server is carried out by executing Bash scripts generated in n8n. These scripts return either a JSON response or a string. All scripts are located in elements directly connected to the SSH element. You have full control over any script and can modify or execute it as needed.

Overview The Docker InfluxDB WHMCS module uses a specially designed workflow for n8n to automate deployment processes. The workflow provides an API interface for the module, receives specific commands, and connects via SSH to a server with Docker installed to perform predefined actions. Prerequisites You must have your own n8n server. Alternatively, you can use the official n8n cloud installations available at: n8n Official Site Installation Steps Install the Required Workflow on n8n You have two options: Option 1: Use the Latest Version from the n8n Marketplace The latest workflow templates for our modules are available on the official n8n marketplace. Visit our profile: PUQcloud on n8n Option 2: Manual Installation Each module version comes with a workflow template file. You need to manually import this template into your n8n server. n8n Workflow API Backend Setup for WHMCS/WISECP 1. Configure API Webhook and SSH Access Create a Basic Auth Credential for the Webhook API block in n8n. Create an SSH Credential for accessing a server with Docker installed. 2. Modify Template Parameters In the Parameters block of the template, update the following settings: server_domain – Must match the domain of the WHMCS/WISECP Docker server. clients_dir – Directory where user data related to Docker and disks will be stored. mount_dir – Default mount point for the container disk (recommended not to change). Do not modify the following technical parameters: screen_left screen_right Deploy-docker-compose In the Deploy-docker-compose element, you can modify the Docker Compose configuration. This is generated in the following scenarios: When the service is created When the service is unlocked When the service is updated nginx In the nginx element, you can modify configuration parameters of the web interface proxy server. The main section allows you to add custom parameters to the server block in the proxy server configuration file. The main_location section contains settings that will be added to the location / block of the configuration. Here, you can define custom headers and parameters. Bash Scripts Management of Docker containers and related procedures is done by executing Bash scripts generated in n8n. These scripts return either JSON or plain strings. All scripts are located in elements directly connected to the SSH element. You have full control over any script and can modify or execute it as needed.

Summary This n8n workflow implements an AI-powered agent that intelligently uses the Brave Search API (via an external MCP service like Smithery) to perform both web and local searches. It understands natural language queries, selects the appropriate search tool, and exposes this enhanced capability as a single, callable MCP tool. Key Features 🤖 Intelligent Tool Selection: AI agent decides between Brave's web search and local search tools based on user query context. 🌐 MCP Microservice: Exposes complex search logic as a single, easy-to-integrate MCP tool (call_brave_search_agent). 🧠 Powered by Google Gemini: Utilizes the gemini-2.5-flash-preview-05-20 LLM for advanced reasoning. 🗣️ Conversational Memory: Remembers context within a single execution flow. 📝 Customizable System Prompt: Tailor the AI's behavior and responses. 🧩 Modular Design: Connects to external Brave Search MCP tools (e.g., from Smithery). Benefits 🔌 Simplified Integration: Easily add advanced, AI-driven search capabilities to other applications or agent systems. 💸 Reduced Client-Side LLM Costs: Offloads complex prompting and tool orchestration to n8n, minimizing token usage for client-side LLMs. 🔧 Centralized Logic: Manage and update search strategies and AI behavior in one place. 🚀 Extensible: Can be adapted to use other search tools or incorporate more complex decision-making. Nodes Used @n8n/n8n-nodes-langchain.mcpTrigger (MCP Server Trigger) @n8n/n8n-nodes-langchain.toolWorkflow @n8n/n8n-nodes-langchain.agent (AI Agent) @n8n/n8n-nodes-langchain.lmChatGoogleGemini (Google Gemini Chat Model) n8n-nodes-mcp.mcpClientTool (MCP Client Tool - for Brave Search) @n8n/n8n-nodes-langchain.memoryBufferWindow (Simple Memory) n8n-nodes-base.executeWorkflowTrigger (Workflow Start - for direct execution/testing) Prerequisites An active n8n instance (v1.22.5+ recommended). A Google AI API key for using the Gemini LLM. Access to an external MCP service that provides Brave Search tools (e.g., a Smithery account configured with their Brave Search MCP). This includes the MCP endpoint URL and any necessary authentication (like an API key for Smithery). Setup Instructions Import Workflow: Download the Brave_Search_Smithery_AI_Agent_MCP_Server.json file and import it into your n8n instance. Configure LLM Credential: Locate the 'Google Gemini Chat Model' node. Select or create an n8n credential for "Google Palm API" (used for Gemini), providing your Google AI API key. Configure Brave Search MCP Credential: Locate the 'brave_web_search' and 'brave_local_search' (MCP Client) nodes. Create a new n8n credential of type "MCP Client HTTP API". Name: e.g., Smithery Brave Search Access Base URL: Enter the URL of your Brave Search MCP endpoint from your provider (e.g., https://server.smithery.ai/@YOUR_PROFILE/brave-search/mcp). Authentication: If your MCP provider requires an API key, select "Header Auth". Add a header with the name (e.g., X-API-Key) and value provided by your MCP service. Assign this newly created credential to both the 'brave_web_search' and 'brave_local_search' nodes. Note MCP Trigger Path: Open the 'Brave Search MCP Server Trigger' node. Copy its unique 'Path' (e.g., /cc8cc827-3e72-4029-8a9d-76519d1c136d). You will combine this with your n8n instance's base URL to get the full endpoint URL for clients. How to Use This workflow exposes an MCP tool named call_brave_search_agent. External clients can call this tool via the URL derived from the 'Brave Search MCP Server Trigger'. Example Client MCP Configuration (e.g., for Roo Code): "n8n-brave-search-agent": { "url": "https://YOUR_N8N_INSTANCE/mcp/cc8cc827-3e72-4029-8a9d-76519d1c136d/sse", "alwaysAllow": [ "call_brave_search_agent" ] } Replace YOUR_N8N_INSTANCE with your n8n's public URL and ensure the path matches your trigger node. Example Request: Send a POST request to the trigger URL with a JSON body: { "input": { "query": "best coffee shops in London" } } The agent will stream its response, including the summarized search results. Customization AI Behavior:* Modify the System Prompt within the *'Brave Search AI Agent'** node to fine-tune its decision-making, response style, or how it uses the search tools. LLM Choice:* Replace the *'Google Gemini Chat Model'** node with any other compatible LLM node supported by n8n. Search Tools:** Adapt the workflow to use different or additional search tools by modifying the MCP Client nodes and updating the AI Agent's system prompt and tool definitions. Further Information GitHub Repository: https://github.com/jezweb/n8n The workflow includes extensive sticky notes for in-canvas documentation. Author Jeremy Dawes (Jezweb)

Setting up n8n workflow Overview The Docker Grafana WHMCS module uses a specially designed workflow for n8n to automate deployment processes. The workflow provides an API interface for the module, receives specific commands, and connects via SSH to a server with Docker installed to perform predefined actions. Prerequisites You must have your own n8n server. Alternatively, you can use the official n8n cloud installations available at: n8n Official Site Installation Steps Install the Required Workflow on n8n You have two options: Option 1: Use the Latest Version from the n8n Marketplace The latest workflow templates for our modules are available on the official n8n marketplace. Visit our profile to access all available templates: PUQcloud on n8n Option 2: Manual Installation Each module version comes with a workflow template file. You need to manually import this template into your n8n server. n8n Workflow API Backend Setup for WHMCS/WISECP Configure API Webhook and SSH Access Create a Basic Auth Credential for the Webhook API Block in n8n. Create an SSH Credential for accessing a server with Docker installed. Modify Template Parameters In the Parameters block of the template, update the following settings: server_domain – Must match the domain of the WHMCS/WISECP Docker server. clients_dir – Directory where user data related to Docker and disks will be stored. mount_dir – Default mount point for the container disk (recommended not to change). Do not modify the following technical parameters: screen_left screen_right Deploy-docker-compose In the Deploy-docker-compose element, you have the ability to modify the Docker Compose configuration, which will be generated in the following scenarios: When the service is created When the service is unlocked When the service is updated nginx In the nginx element, you can modify the configuration parameters of the web interface proxy server. The main section allows you to add custom parameters to the server block in the proxy server configuration file. The main\_location section contains settings that will be added to the location / block of the proxy server configuration. Here, you can define custom headers and other parameters specific to the root location. Bash Scripts Management of Docker containers and all related procedures on the server is carried out by executing Bash scripts generated in n8n. These scripts return either a JSON response or a string. All scripts are located in elements directly connected to the SSH element. You have full control over any script and can modify or execute it as needed.