Workflow Templates

WhatsApp customer service bot (with voice note transcription) handling FAQ, service enquiries and schedule appointments Who’s it for This template is designed for businesses that provide customer support and appointment-based services over WhatsApp. It’s ideal for service providers (e.g., clinics, salons, repair shops, consultants) that want to automate FAQs, share service information, handle voice note inquiries, and schedule appointments without manual effort. How it works / What it does This workflow creates a WhatsApp customer service assistant that: Transcribes voice notes** sent by customers into text for further processing. Answers customer FAQs by looking up a Google Sheet knowledge base. Provides service information (name, description, price) from a Google Sheet. Schedules appointments by: Asking the customer which service they want. Collecting their preferred day and time. Checking Google Calendar for available slots. Offering 3 options and letting the customer choose. Collecting name, email, and phone number. Creating the confirmed appointment in Google Calendar. Sends all customer-facing messages via a WhatsApp integration node. How to set up Connect your tools Link your Google Sheets for FAQs and Services. Connect your Google Calendar account. Configure your WhatsApp integration. Connect a transcription service (e.g., Whisper, Google Speech-to-Text, or another transcription API). Prepare your data FAQs Google Sheet → must contain columns: id | question | answer Services Google Sheet → must contain columns: id | service_name | service_description | price Adjust the flow Update the service names and questions to match your business. Set the correct time zone in the Google Calendar node. Update the WhatsApp integration node with your business account. Configure the transcription node with your chosen API credentials. Requirements Google Sheets (for FAQs and Services) Google Calendar WhatsApp integration in n8n Speech-to-Text API (for transcribing voice notes) How to customize the workflow Adding new FAQs**: Update the Google Sheet with new rows. Changing services**: Modify the Services Google Sheet to reflect updated offerings or prices. Custom messages**: Update the agent_reply node text to reflect your brand tone. Advanced logic**: Add routing for voice-note-only customers, VIP handling, or multilingual support. Notes This template uses multiple external integrations (Google Sheets, Google Calendar, WhatsApp, Speech-to-Text).

📸🍽️ Telegram Food Photo → 🤖 Gemini Vision AI → 📊 Nutrition Data → 📄 Google Sheets + 🗂️ Drive What this workflow does 📸 Snap and send a photo of your meal via Telegram 🧠 Gemini Vision AI analyzes the image and estimates calories, protein, carbs, and fats 🤖 AI Agent structures the data with meal name, description, and timestamp 📄 Auto-logs nutrition data to Google Sheets for tracking 🗂️ Saves original meal photos to Google Drive with timestamped filenames 💬 Sends instant Telegram reply with full nutrition breakdown Why it's useful ⚡ Track nutrition in seconds—no manual entry or food databases 📊 Build a complete meal history with photos and macros in one place 🎯 AI estimates portion sizes and hidden ingredients (oils, sauces) 🏋️ Perfect for fitness tracking, meal prep, or health monitoring 📱 Works entirely through Telegram—no extra apps needed How it works 📲 Telegram Trigger → receives meal photo 🗂️ Google Drive → saves image with timestamp 🔎 Gemini Vision → analyzes food, estimates portions and macros 🤖 AI Agent → structures output (meal name, calories, protein, carbs, fats) 📄 Google Sheets → appends row with all nutrition data 💬 Telegram Reply → confirms with full breakdown What you'll need 🤖 Telegram Bot token 🧠 Google Gemini API key (includes Vision capabilities) 🔐 Google OAuth for Sheets + Drive 📊 Google Sheet with columns: Meal_Name, Date, Meal_description, Calories, Proteins, Carbs, Fats Setup steps 🔗 Connect credentials: Telegram, Google Gemini, Google Sheets, Google Drive 📄 Create Google Sheet with nutrition columns (see format above) 🗂️ Create Google Drive folder for meal photos 🧭 Update sheet ID and Drive folder ID in workflow 🧪 Test: send a meal photo via Telegram and check Sheet + Drive Customization ideas 📈 Daily summary: add scheduled workflow to calculate daily totals 🎯 Goal tracking: set IF conditions to alert when over/under calorie targets 📊 Charts: connect to Data Studio/Looker for visual progress tracking 🏃 Fitness integration: sync with MyFitnessPal or fitness apps Who it's for 🏋️ Fitness enthusiasts tracking macros without manual logging 🥗 Meal preppers analyzing portion sizes and nutrition 💪 Athletes monitoring calorie and protein intake 🩺 Health-conscious individuals building meal history 👨‍🍳 Nutritionists collecting client food data Quick Setup Guide - Before You Start - What You Need: 🔗 Telegram Bot (create via @BotFather) 🧠 Google Gemini API key with Vision enabled (get it here) 🔐 Google account for Sheets and Drive access 📊 Basic spreadsheet to track your meals Want help customizing? 📧 anirpoke@gmail.com 🔗 LinkedIn

🏥 Clinic WhatsApp Customer Service Bot This workflow automates patient communication for medical clinics using the WhatsApp Business API. It supports appointment booking, rescheduling, service inquiries, follow-ups, and document submissions. The workflow includes AI capabilities, appointment management, human escalation logic, memory storage, and CRM synchronization. Good to know Supports text, voice notes, images, and document uploads. Uses an AI agent powered by GPT-4o-mini with retrieval-augmented generation for accurate answers. Includes sentiment and frustration detection to trigger human takeover. Conversation history and lead details are stored for context and follow-up. Appointment booking includes slot validation to reduce errors and conflicts. How it works The workflow receives WhatsApp messages through a webhook connection. The AI agent processes the message and identifies the intent: 📅 Appointment booking or rescheduling ❓ Service or doctor inquiry 📎 Document submission (e.g., lab results, insurance) 🤝 Human support request If the request is informational, the AI responds using GPT-4o-mini with RAG from Pinecone to ensure clinic-specific accuracy. If the request relates to booking, the workflow: Checks availability in Data Tables Validates slot selection Confirms, updates, or cancels the appointment If the user is confused, frustrated, or explicitly asks for a human, automation is paused and a staff member is notified. Voice messages are transcribed using Whisper API and images are processed using Vision API. All interactions are logged and synced to Google Sheets for CRM tracking. Requirements WhatsApp Business API access with active credentials OpenAI API key for GPT-4o-mini, Whisper, and Vision models Pinecone account for vector storage Google Sheets and Gmail for logging and notifications n8n instance (Cloud or self-hosted) Data Tables enabled for memory, appointments, and lead management

Who is this for? This workflow is designed for software teams, project managers, and developers who manage work across Azure DevOps and GitHub. It helps organizations that use Azure DevOps for work item tracking but rely on GitHub for issue management and collaboration. If you need to ensure that your DevOps Stories and Tasks are mirrored in GitHub issues while keeping a single source of truth in Google Sheets, this workflow is for you. What problem is this workflow solving? / Use case Managing projects across multiple platforms often leads to missed updates and poor traceability. Stories created in Azure DevOps may not be tracked properly in GitHub.\ Tasks under Stories often lose visibility when teams split between platforms.\ Manual syncing between tools takes time and causes human errors. This workflow solves that problem by automating the sync between Azure DevOps Stories and GitHub Issues, while also keeping a Google Sheets record for cross-referencing and reporting. What this workflow does Triggers from Azure DevOps Stories -- When a Story is created or updated, the workflow is activated.\ Creates a GitHub Issue -- A new issue is generated in the specified GitHub repository.\ Assigns a random collaborator -- One repository collaborator is randomly assigned to the issue.\ Logs mapping in Google Sheets -- The Azure DevOps Story ID, GitHub Issue number, and URL are stored for tracking.\ Triggers from Azure DevOps Tasks -- When a Task linked to a Story is created, the workflow looks up its parent in Google Sheets.\ Updates the GitHub Issue -- The parent GitHub Issue is updated with a clickable link to the new Task for better visibility. Setup Connect your accounts GitHub (OAuth2 or personal token)\ Google Sheets (OAuth2)\ Azure DevOps (Webhook integration) Configure Webhooks Add the workflow's webhook URLs to Azure DevOps service hooks for Work Item Created/Updated events. Update repository details Set the GitHub repository where issues should be created. Customize Sheets Use the provided Google Sheet or link your own for issue mappings. How to customize this workflow to your needs Modify assignment logic**: Instead of random collaborator assignment, edit the Code node to assign issues based on workload or labels.\ Change Sheet schema**: Add more fields (e.g., State, IterationPath) to your Google Sheet for richer reporting.\ Expand task linking**: Customize the way Tasks are appended to GitHub issues (e.g., group by state, show due dates). Powered By Concept Recall https://conceptrecall.com

Companies Email Finder & Lead Generation Automation Short Description Automatically find company domains, extract decision maker emails (CEO, Sales, Marketing), validate email quality, and build a comprehensive prospect database using AI-powered search and professional email finding APIs. Detailed Description This comprehensive lead generation workflow transforms a simple list of company names into a complete prospect database with verified decision maker contacts. The system automatically discovers official company websites, finds key decision makers' email addresses, validates email quality, and organizes everything in a structured database for immediate outreach. Perfect for sales teams, marketing agencies, business developers, and anyone who needs to build high-quality prospect lists efficiently and cost-effectively. Key Features Intelligent Domain Discovery**: Uses Serper.dev and AI to find official company websites from search results Multi-Role Email Finding**: Automatically extracts emails for: CEOs and C-level executives Sales decision makers Marketing decision makers Email Quality Validation**: Classifies emails as "valid" or "risky" for better deliverability Smart Fallback System**: Searches for additional company emails when decision makers aren't found Duplicate Prevention**: Removes duplicate contacts automatically Batch Processing**: Handles large company lists efficiently with intelligent batching Database Integration**: Stores all data in NocoDB with proper organization and status tracking Rate Limiting**: Includes delays and error handling to respect API limits Who This Workflow Is For Sales Teams**: Building targeted prospect lists for outbound campaigns Marketing Agencies**: Creating lead databases for client campaigns Business Development**: Finding decision makers for partnership opportunities Recruiters**: Locating hiring managers and HR contacts Entrepreneurs**: Building contact lists for product launches or fundraising Lead Generation Services**: Automating prospect research for clients Problems This Workflow Solves Manual Research Time**: Eliminates hours of manual company and contact research Incomplete Contact Data**: Ensures you have decision makers, not just generic emails Email Deliverability Issues**: Validates email quality before outreach campaigns Data Organization**: Maintains clean, structured prospect databases Scaling Bottlenecks**: Processes hundreds of companies automatically High Lead Generation Costs**: Reduces dependency on expensive lead generation services Setup Requirements Required API Credentials Serper.dev API Key**: For company domain search and discovery OpenAI API Key**: For intelligent domain extraction from search results AnyMailFinder API Key**: For decision maker email discovery and validation NocoDB API Token**: For database storage and management Database Structure Companies Table: Id (Number): Unique company identifier company_name (Text): Company name to search location (Text): Company location for better search results url (URL): Discovered company website domain (Text): Extracted domain name status (Select): Processing status tracking emails (Text): All discovered company emails company_emails_status (Text): Email validation status Contacts Table: companies_id (Number): Link to parent company name (Text): Contact full name position (Text): Job title/role email (Email): Contact email address email_status (Text): Email validation status linkedin_url (URL): LinkedIn profile (when available) System Requirements Active n8n instance (self-hosted or cloud) NocoDB database instance Active API subscriptions for Serper.dev, OpenAI, and AnyMailFinder How It Works Phase 1: Domain Discovery Company Processing: Retrieves companies from database in batches Domain Search: Uses Serper.dev to search for official company websites AI Domain Extraction: OpenAI analyzes search results to identify official domains Database Updates: Stores discovered domains and URLs Phase 2: Decision Maker Discovery Multi-Role Search: Finds emails for CEO, Sales, and Marketing decision makers using AnyMailFinder Email Validation: Validates email deliverability and flags risky addresses Contact Creation: Stores validated contacts with full details Status Tracking: Updates company status based on email discovery success Phase 3: Company Email Backup Gap Analysis: Identifies companies with no valid decision maker emails Bulk Email Search: Finds up to 20 additional company emails using AnyMailFinder Final Updates: Stores all discovered emails for comprehensive coverage Customization Options Search Parameters Modify search queries for better domain discovery using Serper.dev Adjust location-based search parameters Customize AI prompts for domain extraction Decision Maker Roles Add new decision maker categories (HR, Finance, Operations, etc.) Modify existing role search parameters in AnyMailFinder Customize email validation criteria Data Processing Adjust batch sizes for different processing speeds Modify rate limiting delays Customize error handling and retry logic Database Schema Add custom fields for industry, company size, etc. Integrate with different database systems Customize data validation rules API Costs and Credits AnyMailFinder**: 2 credits per valid email found, 1 credit per bulk company search Serper.dev**: ~$1 per 1000 searches OpenAI**: Minimal costs for domain extraction prompts Estimated Cost**: about $0.03 per company processed (depending on email discovery success) Benefits Save 20+ Hours Weekly**: Automate prospect research that takes hours manually Higher Quality Leads**: Get decision makers, not generic contact@ emails Better Deliverability**: Email validation reduces bounce rates Scalable Process**: Handle thousands of companies automatically Cost Effective**: Much cheaper than traditional lead generation services Complete Database**: Build comprehensive prospect databases with all contact details Use Cases Outbound Sales Campaigns**: Build targeted prospect lists for cold outreach Partnership Development**: Find decision makers at potential partner companies Market Research**: Understand company structures and contact hierarchies Recruitment**: Locate hiring managers and HR contacts Investor Relations**: Find contacts at potential investor companies Vendor Outreach**: Identify procurement and operations contacts Installation Instructions Import the workflow JSON into your n8n instance Set up NocoDB database with required table structures Configure all API credentials in the credential manager (including Serper.dev and AnyMailFinder) Update NocoDB connection settings with your database details Test with a small batch of companies before full deployment Monitor API usage and adjust batch sizes as needed Best Practices Start with high-quality company names and locations Monitor AnyMailFinder credit usage to manage costs Use Serper.dev efficiently with targeted search queries Regularly clean and validate your prospect database Respect email deliverability best practices Follow GDPR and data privacy regulations Use rate limiting to avoid API restrictions Error Handling Built-in retry mechanisms for API failures Continues processing even if individual companies fail Create an Error Workflow

Build an intelligent WhatsApp assistant that automatically responds to customer messages using AI. This template uses the Evolution API community node for WhatsApp integration and OpenAI for natural language processing, with built-in conversation memory powered by Redis to maintain context across messages. > ⚠️ Self-hosted requirement: This workflow uses the Evolution API community node, which is only available on self-hosted n8n instances. It will not work on n8n Cloud. What this workflow does Receives incoming WhatsApp messages via Evolution API webhook Filters and processes text, audio, and image messages Transcribes audio messages using OpenAI Whisper Analyzes images using GPT-4 Vision Generates contextual responses with conversation memory Sends replies back through WhatsApp Who is this for? Businesses wanting to automate customer support on WhatsApp Teams needing 24/7 automated responses with AI Developers building multimodal chat assistants Companies looking to reduce response time on WhatsApp Setup instructions Evolution API: Install and configure Evolution API on your server. Create an instance and obtain your API key and instance name. Redis: Set up a Redis instance for conversation memory. You can use a local installation or a cloud service like Redis Cloud. OpenAI: Get your API key from platform.openai.com with access to GPT and Whisper models. Webhook: Configure your Evolution API instance to send webhooks to your n8n webhook URL. Customization options Modify the system prompt in the AI node to change the assistant's personality and responses Adjust the Redis TTL to control how long conversation history is retained Add additional message type handlers for documents, locations, or contacts Integrate with your CRM or database to personalize responses Credentials required Evolution API credentials (self-hosted) OpenAI API key Redis connection

This n8n template transforms Upwork job postings into personalized Loom video outreach assets in under 60 seconds. Paste a job description and get a complete outreach package: video script, before/after comparison, automation flow diagram, and proposal snippet. Use cases include: AI/Automation agencies doing Upwork cold outreach, freelancers who personalize proposals with Loom videos, or anyone wanting to scale video prospecting with AI-generated scripts. Good to know Each job processed costs approximately $0.02-0.04 USD in Claude API fees (two API calls per job) Processing time is ~45-60 seconds per job The workflow uses Claude Sonnet for optimal cost/quality balance Generated scripts are starting points - review and personalize before recording How it works Submit an Upwork job via the built-in form (title, description, optional client name and URL) Claude AI analyzes the job to extract: industry classification, pain points, tools mentioned, budget/urgency signals, and competition level A second Claude call generates the complete outreach package based on the analysis All assets are saved to a Google Doc named by prospect Lead data is logged to Google Sheets for tracking Slack notification delivers the doc link and key insights What you get for each job: 90-120 second Loom video script (hook, credibility, walkthrough, CTA) Before/After process comparison with ROI calculations Automation flow diagram structure Upwork proposal opening snippet Visual prompts for Whimsical/Figma diagrams Quick reference card with pricing guidance How to use The form trigger creates a URL at your-n8n-instance/form/upwork-loom-generator Paste the full job description for best results - more context = better analysis Add the client name if visible for personalized script openings After generation, review the Google Doc and customize the script to your voice Use the visual prompts to create diagrams before recording your Loom Requirements Anthropic account** for Claude API access Google account** with Docs and Sheets enabled Slack workspace** for notifications Set up steps Anthropic credential - Create HTTP Header Auth credential with your API key (header name: x-api-key) Google credentials - Connect Google Docs and Google Sheets OAuth2 credentials Slack credential - Add Slack API credential with chat:write scope Update placeholders in nodes: Create Google Doc → Set your Google Drive folder ID Log to Google Sheets → Set your spreadsheet ID Both Slack nodes → Set your channel ID Create tracking sheet with columns: Timestamp, Prospect Name, Industry, Business Function, Pain Point, Tokens Used, Google Doc Link, Version Customising this workflow Edit the "MY BACKGROUND" section in the Claude - Generate Loom Assets node to match your experience and services Adjust industry-specific hourly rates and time savings in the prompt to match your market Modify the Loom script CTA to your preferred next step (calendar link, reply, etc.) Add additional integrations: Notion database, CRM, or calendar booking Swap Slack for Discord, Teams, or email notifications

Quick Overview What it is: An n8n workflow that enables AI-first WhatsApp support with seamless human handoff. Why it’s unique: The AI agent answers queries using RAG (Supabase vector store + Gemini). If a human intervenes, the AI steps down. If there’s no human reply within 2 hours, the AI resumes. Channel constraints: Respects WhatsApp’s 24-hour customer care window and requires approved message templates for out-of-window messages. How It Works AI-first: Incoming WhatsApp messages are routed to an AI agent (Gemini) with knowledge grounded by a Supabase vector store. Human-in-the-loop: When a human responds in the dashboard, AI pauses for 2 hours for that conversation. Auto-resume: If no human reply within 2 hours, AI automatically resumes. Compliance: Only responds within 24 hours of the user’s last message, or via approved templates when outside this window. Architecture (At a Glance) Transport: Twilio WhatsApp; n8n http node. RAG: Supabase (Postgres + embeddings) stores knowledgebase. LLM: Google Gemini (free API key supported). Handoff: Human dashboard (GitHub project) logs and labels AI vs Human responses, and controls AI pause/resume. Prerequisites n8n (self-hosted or cloud) with public webhook access. Twilio account with a WhatsApp-enabled number. Supabase project for vector store. Google Gemini API key. Human dashboard: https://github.com/shadrack-ago/whatsapp-dashboard.git Setup Steps (n8n + Integrations) Import workflow in n8n Create new workflow → Import from JSON → Paste the provided JSON. Enable the workflow. Create credentials Twilio: Add TWILIO_ACCOUNT_SID, TWILIO_AUTH_TOKEN, TWILIO_PHONE_NUMBER. Do NOT paste real secrets publicly. Gemini: Add GEMINI_API_KEY. Supabase: Add SUPABASE_URL, SUPABASE_ANON_KEY (or service role where needed), and your table/bucket names. Connect Twilio WhatsApp WhatsApp Business setup in Twilio, or Sandbox for testing. Point Twilio incoming webhook to your n8n webhook URL. Ensure approved templates for any out-of-window messaging. Set environment variables (examples) TWILIO_ACCOUNT_SID=... TWILIO_AUTH_TOKEN=... TWILIO_PHONE_NUMBER=+1... GEMINI_API_KEY=... SUPABASE_URL=... SUPABASE_ANON_KEY=... SUPABASE_TABLE=knowledge_base EMBEDDING_MODEL HUMAN_TIMEOUT_MS=7200000 (2 hours) Human-in-the-loop dashboard Follow the repo guide: https://github.com/shadrack-ago/whatsapp-dashboard.git Run the dashboard and connect it to the same conversation store used by the workflow. Verify that human responses are captured and labeled; confirm AI pause/resume logic. Supabase for RAG Create table(s) for documents and embeddings. Ingest content per this tutorial:Supabase Tutorial Confirm your n8n nodes query the vector store before calling Gemini. Gemini setup Get API key: Gemini API Set model (e.g., gemini-pro or latest available in your environment). Test Send a WhatsApp message to your Twilio number. Observe AI response. Trigger a human reply via the dashboard → confirm AI pauses for that thread. Wait 2 hours or adjust HUMAN_TIMEOUT_MS to test auto-resume. Customization Providers: You can swap Twilio for Meta’s WhatsApp Cloud API; keep the 24-hour and template rules. Tone/Policies: Adjust system prompts and fallback behaviors in the LLM node. RAG Quality: Tune chunking, TOP_K, and embedding model for better retrieval. Timeouts: Change HUMAN_TIMEOUT_MS to alter handoff duration. WhatsApp Policy Notes 24-hour window: Replies must occur within 24 hours of user’s last message; otherwise use an approved template. Templates: Create and get approval inside Twilio/Meta before sending out-of-window messages. Security & Reliability Secrets: Store all keys in n8n credentials or environment variables. Never commit secrets to repos. Logging: Use the dashboard to audit AI vs Human messages. Rate limits: Add retry/backoff nodes for Twilio and LLM calls. Troubleshooting No replies: Check Twilio webhook URL and n8n workflow is active. Policy blocks: Ensure template use outside 24-hour window. Poor answers: Improve RAG data, increase TOP_K, refine prompts. Handoff not pausing: Verify dashboard is writing the “human active” flag that the workflow reads. Links Human dashboard (Full guide): GitHub Repo Link

🚀 Build Your Own Knowledge Chatbot Using Google Drive Create a smart chatbot that answers questions using your Google Drive PDFs—perfect for support, internal docs, education, or research. 🛠️ Quick Setup Guide** Step 1: Prerequisites n8n instance (cloud or self-hosted) Google Drive account (with PDFs) Supabase account (vector database) OpenAI API key PostgreSQL database (for chat memory) else remove the node Step 2: Supabase Setup Create supabase account (its free) Create a project Copy the sql and paste it in supabase sql editor -- Enable the pgvector extension to work with embedding vectors create extension vector; -- Create a table to store your documents create table documents ( id bigserial primary key, content text, -- corresponds to Document.pageContent metadata jsonb, -- corresponds to Document.metadata embedding vector(1536) -- 1536 works for OpenAI embeddings, change if needed ); -- Create a function to search for documents create function match_documents ( query_embedding vector(1536), match_count int default null, filter jsonb DEFAULT '{}' ) returns table ( id bigint, content text, metadata jsonb, similarity float ) language plpgsql as $$ #variable_conflict use_column begin return query select id, content, metadata, 1 - (documents.embedding <=> query_embedding) as similarity from documents where metadata @> filter order by documents.embedding <=> query_embedding limit match_count; end; $$; Step 3: Import & Configure n8n Workflow Import this template into n8n Add credentials: OpenAI API key Google Drive OAuth2 Supabase URL & service key PostgreSQL connection Set your Google Drive folder ID in triggers Step 4: Test & Use Add a PDF to your Drive folder → check Supabase for new entries Start the workflow and chat → ask questions about your documents. "What can you help me with?" Multi-turn chat → context is maintained per user ⚡ Features Auto-syncs new/updated PDFs from Google Drive Extracts, chunks, and vectorizes text Finds relevant info and answers questions Maintains chat history per user 📝 Troubleshooting Check folder permissions & IDs if no docs found Verify API keys & Supabase setup for errors Ensure PostgreSQL is connected for chat memory Tags: RAG, Chatbot, Google Drive, Supabase, OpenAI, n8n Setup Time: ~20 minutes

This workflow is designed to automate your e-commerce order processing by instantly syncing new Jotform submissions with your internal systems and immediately notifying the customer on Telegram. 🧩 What Problem Does It Solve? Businesses manually processing orders face delays in: Sending order confirmations to customers.** Updating internal sales logs (CRM/Google Sheets).** Creating necessary financial documents (Invoices).** This workflow solves these by: Instant Confirmation:** Automatically sending a detailed order confirmation message to the customer via Telegram. Automatic Record Keeping:** Logging all order details in both a Google Sheet (CRM) and an n8n Data Table. Fast Invoicing:** Instantly generating Invoice for every completed order. 🛠️ How to Configure It 1.Jotform Setup: Connect your Jotform API credentials in n8n. Specify the ID of the form you want to monitor in the Jotform Trigger node. 2.Telegram Setup: Connect your Telegram Bot API credentials in n8n. The workflow relies on the customer messaging the bot first to capture their unique Chat ID. 3.CRM & Finance Setup: Connect your Google Sheets API credentials and specify the Document ID and Sheet GID. Connect your Zoho CRM API credentials and map the product IDs and financial fields in the Create Zoho Invoice node. 4.n8n Data Table: Create a dedicated n8n Data Table to temporarily store and manage the Chat ID mapping for new orders. ⚙️ How It Works Order Received:* The *Jotform Trigger** instantly fires upon a new form submission. Data Processing:** The data is cleaned, structured, and a unique Order ID is generated. CRM Sync:* The order is logged into the Google Sheet CRM and an Invoice is created in *Zoho CRM**. Confirmation Sent:** The Send a text message node delivers the order confirmation summary directly to the customer's Telegram chat. 🎯 Perfect For E-commerce:** Instantly confirm sales and stop worrying about manually sending receipts or updating sales sheets. Service Bookings:** Automate client intake; when a form is submitted, the invoice is drafted, and the client is immediately notified. Local Businesses:** Turn a complex Jotform submission into an organized invoice and a clean CRM entry, instantly. Anyone Who Takes Orders Online:** If you manually copy order info from a form to an invoice or a spreadsheet, this is your instant automation solution. If you need any help Get in Touch

Telegram AI Assistant with Memory, Tasks, and Live Search (Airtable + Google Calendar) This workflow creates an intelligent Telegram-based AI assistant that remembers user details, manages lists, integrates with Google Calendar, and can fetch live information from the web. It is designed for everyday use and improves over time with your feedback. What It Does Personal Memory:** Saves user preferences and instructions in Airtable. Task & Grocery Lists:** Add, search, or delete grocery and to-do items directly in Telegram. Calendar Management:** Create, update, delete, and search events (single or recurring) with Google Calendar. Voice Support:** Send voice messages—these are transcribed and processed like text. Web Search:** (Optional) Fetch real-time answers using SerpAPI. Prerequisites n8n (Cloud or self-hosted instance). Telegram Bot (create via @BotFather on Telegram). Airtable account with a new Base containing 3 tables: User Memory Grocery's To Do List Google Account with Calendar enabled (for OAuth2). OpenAI API Key (for AI responses + voice transcription). SerpAPI Key (optional, for live web search). Airtable Schema Inside your new Airtable Base, create the following tables and fields: User Memory Memory (text) User (text) Time (created time) Grocery's Item (text) User (text) Created (created time) To Do List Task (text) Project or Class (text) User (text) Created (created time) > Field names must match exactly. Setup Instructions Import the workflow JSON into n8n. Configure credentials for each service in the workflow: Telegram API → Paste in your bot token. Airtable → Add your Airtable personal access token. After this, Airtable nodes will show dropdowns where you can select your Base and then your Tables (no need to paste IDs). Google Calendar → Connect your Google account. Once credentials are added, simply pick your Calendar from the dropdown (e.g., “primary” or any shared calendar). OpenAI → Add your API key for chat + voice transcription. SerpAPI → Add your API key (optional). For Telegram Trigger: Click “Listen for Test Event” and send a message to your bot to register the webhook. In group chats: disable privacy mode in @BotFather so the bot can see all messages. Activate the workflow and start chatting with your bot. How to Use Memory** “Remember my coffee order is oat milk latte.” “Keep replies shorter.” Grocery List** “Add eggs.” → “Added eggs.” “What’s on my grocery list?” → Lists all items “Remove bread.” → “Removed bread.” To-Do List** “Add finish report for work.” “What’s on my to-do list?” “Remove finish report.” Calendar** “Create event ‘Team sync’ tomorrow 3–4 pm.” “Make a recurring study session every Friday at 2 pm.” “Delete the dentist appointment at 4 pm.” Web Search** “Get news.” → Summarizes top 5–6 stories from the past 24 hours. Configuration Notes You don’t need to enter Airtable IDs or Calendar IDs manually — just use the dropdowns after credentials are set up. Airtable “User” field is filled automatically with the Telegram username. Voice messages are downloaded and transcribed by OpenAI before being processed as text. Security All API keys and tokens are stored securely in n8n Credentials. No hard-coded IDs, emails, or secrets in this template. Webhook IDs are not included; n8n generates them automatically on import. Troubleshooting Bot not responding?** Ensure the workflow is active, Telegram Trigger is listening, and bot privacy settings are configured for groups. Airtable errors?** Check that your base and tables exist, and that field names match exactly. Calendar issues?** Confirm the Google account has access to the selected calendar. Voice transcription failing?** Verify your OpenAI credentials and Telegram bot permissions. Why This Template Works for Everyone Uses dropdown selections for Airtable and Google Calendar (no IDs needed). Includes clear setup instructions. Credentials are handled securely through n8n. Flexible: works with groceries, tasks, memory, calendar, and optional live web search.

In this tutorial, I’ll walk you through a step-by-step N8N workflow that combines the power of OpenAI and Claude AI to generate professional, ready-to-use lead magnet plans for any niche. This workflow helps marketers, agencies, and freelancers create engaging lead magnets — such as guides, blueprints, and checklists — with zero manual writing and complete AI automation. Who is this for? Marketers and content strategists creating high-converting lead magnets Agencies looking to scale client content deliverables Freelancers offering marketing automation services Anyone who wants to combine AI + automation for efficient content creation What problem is this workflow solving? Manually writing lead magnets can be slow and inconsistent. This workflow eliminates that by: Using OpenAI and Claude AI to co-create detailed content frameworks Automating research, structure, and formatting of lead magnet documents Allowing full customization for different industries or audiences Reducing production time from hours to minutes What this workflow does This automation connects OpenAI, Claude AI, and Google Drive (or Docs) inside n8n to produce well-structured lead magnet documents. The process includes: Collecting a topic or niche input from a form or webhook. Generating an outline and content blocks using OpenAI. Refining, expanding, and organizing the text using Claude AI. Formatting the content and converting it to clean HTML or Google Docs format. Saving or uploading the final version to Google Drive or Notion. By the end of the tutorial, you’ll have a fully automated content agent that builds lead magnet plans from scratch — ready to deliver to clients or publish instantly. Setup Create Accounts: Sign up for n8n.io. Obtain API access for OpenAI, Claude (via OpenRouter), and Google Drive API. Add API Keys in n8n: Go to Credentials and add your OpenAI and Claude API keys securely. Build the Workflow: Use a Form Trigger or Webhook Node to capture topic input. Add OpenAI Node to generate structure and section ideas. Add HTTP Request Node for Claude API (OpenRouter) to expand sections into polished paragraphs. Use a Function Node to merge sections and format them into Markdown or HTML. Add Google Drive Node to upload or store the final file. Test Your Workflow: Input a test topic (e.g., “Dental Marketing Blueprint”). Wait for the AI to generate, merge, and store your lead magnet content automatically. How to customize this workflow to your needs Modify prompt templates to fit your target audience or writing style. Integrate Notion, Airtable, or Slack for automatic delivery. Add a scheduling trigger (e.g., weekly lead magnet generation). Incorporate branding or styling logic using Markdown → HTML conversion. Expand prompts for multilingual or niche-specific lead magnets. Notes This workflow requires API keys for both OpenAI and Claude (via OpenRouter). Ensure proper handling of text formatting nodes to avoid Markdown errors. Google Drive integration requires OAuth setup in n8n credentials. Works on both n8n Cloud and self-hosted environments. 🎥 Watch the Full Tutorial 👉 YouTube Video Tutorial