Workflow Templates

This n8n demonstrates how any organisation can quickly and easily build and offer MCP servers to their customers or internal staff to improve productivity. This MCP example uses PayCaptain.com as an example and shows how to create an MCP server which can search for and update employee data. How it works A MCP server trigger is used and connected to 3 custom workflow tools: Search Employee, Get Employee by ID and Update Employee. Each tool makes calls to the PayCaptain API to perform their respective tasks. Extra care is performed to strip out sensitive data and ensure we're not sharing too much. The Update Employee too also guards against updating fields which would preferably remain readonly. When you control the MCP server, you can determine behaviour of the tool. Finally, a Google Sheet node is used to log all operations for later audit. This will add a tiny bit of latency but recommended if sensitive data is being accessed. How to use This MCP server allows any compatible MCP client to manage their PayCaptain employee database. You will need to have a PayCaptain account and developer key to use it. Connect your MCP client by following the n8n guidelines here - https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-langchain.mcptrigger/#integrating-with-claude-desktop Try the following queries in your MCP client: "When did Sarah start here employment at the company?" "Does Jack work Wednesdays or Fridays?" "Please update Tracy's NI number to ABCD123456" Requirements PayCaptain Account and Developer Key. Google Sheets to log actions for later audit. MCP Client or Agent for usage such as Claude Desktop - https://claude.ai/download Customising this workflow Add or remove employee attributes as required for your user case. If Google Sheets is too slow, consider an API call to a faster service to log calls to the MCP server. Remember to set the MCP server to require credentials before going to production and sharing this MCP server with others!

For Who? Content Creators Youtube Automation Marketing Team How it works? 1 - Enter the ID of the YTB channel to trigger the workflow when a new video is posted 2 - Apify scrape the last YTB video of the channel 3 - Wait until the dataset is completed in Apify and get it 4 - Verify if Metadata are not already generated and generate them with LLM 5 - Format all the data created and update YTB Video 📺 YouTube Video Tutorial: SETUP Setup Input YTB Chanel : Go to the channel's page on YouTube, and look at the URL of the page. The channel ID is the value that comes after channel/ in the URL. Add it after "?channel_id=" You can also use free tools available to retrieve channel ID. Setup Output YTB Video Update : Connect your YTB account to your n8n instance thanks to the Google Cloud Console. You can find tutorials by typing "youtube api Oauth" on Google. APIs : For the following third-party integrations, replace ==[YOUR_API_TOKEN]== with your API Token or connect your account via Client ID / Secret to your n8n instance : Apify : https://docs.apify.com/api/v2/getting-started Youtube : https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.youtube/?utm_source=n8n_app&utm_medium=node_settings_modal-credential_link&utm_campaign=n8n-nodes-base.youTube#templates-and-examples 👨‍💻 More Workflows : https://n8n.io/creators/nasser/

This workflow creates a customizable form with a dynamic dropdown field that automatically updates its options from an external data source. How it works The workflow polls an external data source (Google Sheets in this example) at regular intervals New values are processed and formatted for the dropdown The form automatically updates with the new dropdown options Set up steps Configure your data source: Default setup uses Google Sheets replace with credentials for your sheet set up the update frequency Or modify to use any other data source (API, database, etc.) Adjust the form configuration: Customize the form title and description Add or modify form fields as needed The template includes the dropdown field by default Connect form submissions: Use the "Execute Workflow" node to process form submissions This template provides a foundation for creating dynamic forms that stay synchronized with your data sources, making it ideal for situations where dropdown options need to reflect current data.

> 🛠️ Note: This workflow uses a custom Mastodon API request. Ensure your server supports bookmark access, and that your access token has the right permissions. OAuth or token-based credentials must be configured. 🧑‍💼 Who is this for? This workflow is ideal for digital researchers, social media users, and knowledge workers who want to automatically archive Mastodon bookmarks into their Raindrop.io collection for future reference and tagging. 🔧 What problem is this solving? Mastodon users often bookmark posts they want to read or save for later, but there's no native integration to archive them outside the app. This workflow solves that by syncing bookmarked posts from Mastodon to Raindrop, making them more accessible, organized, and searchable long-term. ⚙️ What this workflow does Triggers on schedule (or manually). Tracks the latest fetched min_id using workflow static data to avoid duplicates. Sends an HTTP GET request to the Mastodon bookmarks API, using bearer token authentication. Validates and processes the bookmarks if new entries exist. Parses pagination metadata (e.g. min_id) from response headers. Splits response array to handle individual bookmarks. Filters out entries with missing data. Saves each post to Raindrop.io, using its title and URL. Use the card URL if exist. Updates the min_id to remember where it left off. 🚀 Setup Create a Mastodon access token with access to bookmarks. Add a credential in n8n of type HTTP Bearer Auth with your token. Create and connect a Raindrop OAuth2 credential. Replace {VOTRE SERVEUR MASTODON} with your Mastodon server's base URL. (Optional) Adjust the scheduling interval under the "Schedule Trigger" node. Make sure the Raindrop collection ID is correct or leave it as default (-1) as this is the index for the `Unsorted` collection. 🧪 How to customize this workflow To save to a specific Raindrop collection, change the collectionId in both Raindrop nodes. You can extend the Code node to pull additional metadata like author, hashtags, or content excerpts. Add an Email or Slack node after Raindrop to notify you of saved bookmarks.

Community Node Disclaimer: This workflow uses KlickTipp community nodes. How It Works: Typeform Quiz Integration: This workflow streamlines the process of handling quiz answers submitted via Typeform. It ensures the data is correctly formatted and seamlessly integrates with KlickTipp. Data Transformation: Input data is validated and transformed to meet KlickTipp’s API requirements, including formatting phone numbers and converting dates. Key Features Typeform Trigger: Captures new quiz submissions from Typeform, including user details and quiz responses. Data Processing and Transformation: Formats phone numbers to numeric-only format with international prefixes. Converts dates (e.g., birthdays) to UNIX timestamps. Maps multiple-choice quiz answers to string values for API compatibility. Scales numeric quiz responses for tailored use cases. Subscriber Management in KlickTipp: Adds participants as subscribers to a designated KlickTipp list, with custom field mappings for: Personal details (e.g., name, email, phone number, birthday). Quiz responses (e.g., intended usage of KlickTipp, company location, and team size). Tags contacts for segmentation: Adds fixed and dynamic tags to contacts. Error Handling: Handles empty or malformed data gracefully, ensuring clean submissions to KlickTipp. Setup Instructions Install and Configure Nodes: Set up the Typeform and KlickTipp nodes in your n8n instance. Authenticate your Typeform and KlickTipp accounts. Prepare Custom Fields in KlickTipp: Create custom fields to store quiz answers and personal details, such as: | Name | Datentyp | |----------------------------------|-----------------| | Typeform_URL_Linkedin | URL | | Typeform_Frage1_klicktipp_nutzen | Zeile | | Typeform_Frage2_klicktipp_sitz | Zeile | | Typeform_Frage3_mitglieder_CHT | Dezimalzahl | After creating fields, allow 10-15 minutes for them to sync. If fields don’t appear, reconnect your KlickTipp credentials. Field Mapping and Adjustments: Verify and customize field assignments in the workflow to align with your specific form and subscriber list setup. Workflow Logic Trigger via Typeform Submission: The workflow initiates upon receiving a new quiz submission. Transform Data for KlickTipp: Converts and validates data from Typeform to match KlickTipp’s API requirements. Add to KlickTipp Subscriber List: Submits the cleaned data to KlickTipp, including all relevant quiz answers. Get all tags from KlickTipp and create a list: Fetches all existing Tags and turns them into an array Define tags to dynamically set for contacts: Definiton of variables that are received from the form submission and should be converted into tags Merge tags of both lists: Checks whether the list of existing tags in KlickTipp contains the tags which should be dynamically set based on the form submission Tag creation and tagging contacts: Creates new tags if it previously did not exist and then tags the contact Benefits Efficient lead generation: Contacts from forms are automatically imported into KlickTipp and can be used immediately, saving time and increasing the conversion rate. Automated processes: Experts can start workflows directly, such as welcome emails or course admissions, reducing administrative effort. Error-free data management: The template ensures precise data mapping, avoids manual corrections and reinforces a professional appearance. Testing and Deployment Test the workflow by filling the form on Typeform and verifying data updates in KlickTipp. Notes Customization: Update field mappings within the KlickTipp nodes to align with your account setup. This ensures accurate data syncing. Resources: Typeform KlickTipp Knowledge Base help article Use KlickTipp Community Node in n8n Automate Workflows: KlickTipp Integration in n8n

This n8n template automates the process of capturing leads from Webflow form submissions and syncing them with your Pipedrive CRM. It ensures that each submission is accurately associated with the correct organization and contact in Pipedrive, streamlining lead management and minimizing duplicates. Use cases include: Sales teams that want to automate CRM data entry, marketing teams capturing qualified leads from landing pages, or any business looking to improve their Webflow-to-CRM integration workflow. Good to know The workflow assumes that Webflow form submissions include the lead’s email address. The domain is extracted from the email to match or create the organization in Pipedrive. This template does not handle lead scoring or enrichment, but can be extended for such use-cases. How it works Extract website from email The email is split to extract the domain (e.g., jane@company.com → company.com), which is used to search for existing organizations. Check if the organization exists The Pipedrive API is queried using the domain. If the organization exists, we proceed. If not, a new organization is created. Check if the person exists -- If the person already exists in Pipedrive, a note is added to their activities to log the form submission. -- If the person does not exist, a new person is created, a note is added to the person, and a new lead is created. (Optional) Add your own actions You can extend this workflow to trigger Slack notifications, email follow-ups, or internal dashboards. How to use Start with the manual trigger node, or replace it with a webhook to connect directly to Webflow form submissions in real-time. Requirements Webflow form integration (via webhook or other method) Pipedrive account and API key Customising this workflow You can add enrichment services to auto-fill job titles or LinkedIn profiles. Perfect for growing sales pipelines without manual CRM input.

Smart Invoice Collection System with OpenAI, Gmail & Google Sheets Categories: Financial Automation, AI Business Tools, Cash Flow Management This workflow creates an intelligent invoice collection system that automatically follows up on overdue invoices using AI-powered personalization. The system monitors your invoice database, analyzes email history to prevent inappropriate follow-ups, and sends increasingly urgent but professional reminders at precise intervals. Built to solve one of the biggest cash flow killers for small businesses, this automation can easily generate an additional $10-15K per year in recovered payments. Benefits Automated Cash Flow Recovery** - Generate $10-15K annually in previously forgotten invoice payments Intelligent Timing** - AI analyzes email history to prevent sending follow-ups at inappropriate times Escalating Urgency** - Four template levels from gentle reminders to firm collection notices Professional Communication** - Maintains business relationships while ensuring payment Zero Manual Work** - Complete automation from overdue detection to email delivery High-Value Service** - Easily sold to clients for $1,500-3,000 per implementation How It Works Invoice Monitoring System: Connects to Google Sheets containing your invoice database with sent dates and client information Automatically calculates days overdue using date difference calculations Filters invoices to process only those at specific intervals (7, 14, 21, 28 days overdue) Runs on schedule (daily recommended) to catch invoices as they become overdue Email History Intelligence: Retrieves recent email conversations with each client using Gmail integration Analyzes communication patterns to identify recent discussions about invoices Prevents sending follow-ups within 72 hours of relevant email conversations Aggregates email threads with timestamps for comprehensive context analysis AI-Powered Follow-up Generation: Uses OpenAI to analyze conversation history and determine follow-up appropriateness Selects appropriate template based on days overdue and escalation schedule Generates personalized emails that reference specific client names and invoice details Adapts tone from friendly reminders to more urgent payment requests over time Professional Email Delivery: Creates properly formatted emails with personalized subject lines and content Maintains professional tone while applying appropriate urgency levels Includes clear next steps and payment instructions for clients Optionally creates drafts for review or sends automatically based on your preference Smart Template Escalation: 7 Days:** Gentle reminder with helpful tone ("Hope you're well, just checking on that invoice") 14 Days:** Professional follow-up with assistance offer ("Here to help if anything's unclear") 21 Days:** More direct approach with specific timeline expectations 28 Days:** Firm but professional final notice before escalation Required Google Sheets Setup Create a Google Sheet with these exact column headers: Invoice Tracking Sheet: Client Name - Full name of client/company for personalization Email - Client's email address for follow-up communications Date Sent - Date invoice was originally sent (format: YYYY-MM-DD) Invoice ID - Unique identifier for tracking and reference Amount - Invoice amount (optional, for internal tracking) Status - Payment status (Pending, Paid, Overdue - optional) Setup Instructions: Create Google Sheet with exact column headers listed above Populate with your outstanding invoice data Connect Google Sheets OAuth credentials in n8n Update the Google Sheets document ID in the "Google Sheets" node Configure Gmail OAuth for email access and sending Set schedule trigger for daily execution (recommended 9 AM business hours) Template Customization: The system includes 4 pre-written templates that you can customize: Modify sender name and signature in the AI prompt Adjust urgency levels and escalation timing Customize company-specific language and policies Add payment links or specific instructions Business Use Cases Service-Based Businesses** - Agencies, consultants, and freelancers with NET30/60 payment terms B2B Companies** - Businesses with recurring invoice cycles and multiple clients Accounting Firms** - Offer automated collections as a premium service to clients Small Business Owners** - Eliminate manual follow-up work while improving cash flow Automation Agencies** - High-value service offering with clear ROI demonstration Professional Services** - Lawyers, architects, and consultants with project-based billing Revenue Potential This system transforms invoice collection economics: $10-15K annual recovery** for average small business with forgotten invoices $1,500-3,000 implementation fee** when sold as a service to clients 40-60% reduction** in accounts receivable aging Zero ongoing labor costs** - replaces hours of manual follow-up work Improved client relationships** - consistent, professional communication Scalable business offering** - one-time setup serves clients indefinitely Difficulty Level: Intermediate Estimated Build Time: 1-2 hours Monthly Operating Cost: ~$15 (OpenAI + Google Workspace APIs) Watch My Complete Build Process Want to see exactly how I built this invoice collection system from scratch? I walk through the entire development process live, including the AI prompting strategies, email history analysis, and the exact business logic that generates thousands in recovered payments. 🎥 Watch My Live Build: "THIS Smart Invoice System Will Make You an Additional $750/Month" This comprehensive tutorial shows the real development process - including advanced filtering logic, AI prompt engineering, and the proven templates that maintain professional relationships while ensuring payment. Set Up Steps Google Sheets Integration: Create invoice tracking spreadsheet with required column structure Set up Google Sheets OAuth credentials and permissions Configure document ID and sheet name in the workflow Test data retrieval with sample invoice entries Gmail Configuration: Set up Gmail OAuth for both reading and sending emails Configure email search parameters for conversation history Test email retrieval and draft creation functionality Set appropriate sender name and signature AI Follow-up Engine: Configure OpenAI API credentials with appropriate rate limits Customize the 4 escalation templates for your business tone Test AI decision-making with sample conversation histories Optimize prompts for your specific industry and client types Schedule and Automation: Set up daily schedule trigger (recommended 9 AM business hours) Configure error handling for API failures and network issues Test complete workflow with small batch of overdue invoices Monitor initial runs and optimize timing/templates based on results Quality Control: Start with draft mode to review AI-generated emails before sending Monitor client responses and adjust templates for better results Track payment recovery rates to demonstrate system effectiveness Scale to full automation once confident in output quality Advanced Optimizations Enhance the system with additional capabilities: Multi-Currency Support** - Handle international invoices with proper formatting Payment Link Integration** - Include Stripe/PayPal links for immediate payment CRM Integration** - Sync with Salesforce, HubSpot, or other business systems Escalation Rules** - Automatically transfer to collections after final notice Performance Analytics** - Track recovery rates and optimize messaging Multi-Language Templates** - Support international clients with localized messaging Important Considerations Email Frequency** - Built-in 72-hour delays prevent overwhelming clients with follow-ups Professional Tone** - Templates maintain business relationships while ensuring payment Legal Compliance** - Follow local collection laws and regulations for your jurisdiction Client Communication** - System preserves conversation history for context and disputes Privacy Protection** - All email analysis happens securely within your n8n instance Why This System Works The key to successful automated invoice collection lies in intelligent timing and personalization: Context awareness** prevents follow-ups during ongoing payment discussions Graduated escalation** maintains professionalism while applying appropriate pressure Personalized messaging** makes automated emails feel human-written Consistent execution** ensures no invoices fall through the cracks Relationship preservation** maintains client trust while securing payments Check Out My Channel For more revenue-generating automation systems and proven business-building strategies, explore my YouTube channel where I share the exact systems used to scale automation agencies to $72K+ monthly revenue.

Workflow Description Who is this for? This workflow is designed for sales and revenue teams using Gong and Salesforce to track and analyze sales calls. It helps automate the extraction, filtering, and preprocessing of Gong call data for further AI analysis. What problem is this solving? Sales teams often generate large amounts of call data, but not all calls are relevant for deeper analysis. This workflow filters calls based on predefined criteria, extracts relevant metadata, and formats the data before passing it to an AI processing pipeline. What this workflow does Triggers on new Gong calls synced to Salesforce** every hour. Filters calls based on opportunity stage** (Discovery or Meeting Booked). Retrieves Gong call details** via API. Formats call data into a structured JSON object** for AI processing. Passes the structured data to a Gong Call Preprocessor workflow** for further insights. Setup Ensure that you have connected Salesforce and Gong APIs with valid credentials. Modify the Salesforce query in Get all custom Salesforce Gong Objects to match your organization’s requirements. Set the schedule trigger interval in the Run Hourly node if needed. Connect this workflow to an AI processing workflow to analyze call transcripts. Workflow Templates: 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 How to customize Change filtering logic: Adjust the **opportunity stage filter (Check if Opportunity Stage is Meeting Booked or Discovery) to match your sales process. Modify data formatting**: Add or remove fields in the Format call into correct JSON Object node to customize the output. Adjust trigger frequency**: Change the Run Hourly node to run at a different interval if required.

AI Upwork Application Agent with OpenAI & Google Docs Categories: AI Agents, Freelance Automation, Proposal Generation This workflow creates an intelligent AI agent that automates Upwork job applications by generating highly personalized proposals, professional Google Doc presentations, and visual workflow diagrams. Built by someone who earned over $500,000 on Upwork, this system demonstrates the exact templates and strategies that achieve superior response rates through perceived customization and value demonstration. Benefits Complete Application Automation** - Transform job descriptions into custom proposals, documents, and diagrams in minutes Proven Templates** - Based on $500K+ in Upwork earnings using exact strategies for high-converting applications Intelligent Personalization** - AI analyzes job requirements and customizes responses with relevant social proof Professional Asset Generation** - Creates Google Doc proposals and Mermaid workflow diagrams for enhanced perceived value Modular Architecture** - Three specialized sub-workflows handle different aspects of proposal generation High Response Rates** - Focuses on perceived customization and value demonstration over generic applications How It Works AI Agent Orchestration: Receives Upwork job descriptions through chat interface Maintains conversation context with window buffer memory Coordinates three specialized sub-workflows for comprehensive proposal generation Automatically integrates generated assets into cohesive application packages Application Copy Generation: Uses proven templates based on $500K+ Upwork success Follows structure: "Hi, I do [thing] all the time. So confident I created a demo: [link]" Incorporates personal social proof and achievements automatically Generates concise, spartan-toned applications that avoid generic AI language Google Doc Proposal Creation: Copies professional proposal template from Google Drive Generates structured content including system title, explanation, scope, and timeline Uses find-and-replace to populate template with AI-generated, personalized content Creates shareable documents with proper permissions for immediate client access Mermaid Diagram Visualization: Analyzes job requirements to create relevant workflow diagrams Generates Mermaid.js code for professional flowchart visualization Provides visual representation of proposed solutions Enhances perceived value through custom diagram creation Smart Template Integration: Automatically replaces placeholder text with generated Google Doc links Maintains consistent messaging across all generated assets Ensures cohesive presentation of application, proposal, and supporting materials Required Setup Configuration Personal Information Setup: Update the "aboutMe" variable in both Set Variable nodes with your credentials: Professional background and specializations Notable client achievements with specific revenue numbers Social proof elements (community size, subscriber count, etc.) Relevant project examples with quantified results Google Services Integration: Google Drive API Setup: Enable Google Drive API in Google Cloud Console Create OAuth2 credentials (Client ID and Client Secret) Connect n8n to Google Drive with proper permissions Google Docs Template: Copy the provided Google Docs proposal template to your Drive Update the template ID in the Google Drive node Customize template with your branding and standard language Google Docs API: Ensure Google Docs API is enabled in your Google Cloud project Test document creation and sharing permissions OpenAI API Configuration: Set up OpenAI API credentials across all OpenAI nodes Configure appropriate models (GPT-4O-mini recommended for speed) Set temperature to 0.7 for optimal personalization balance Monitor API usage to control costs Template Customization: Application Template**: Modify the proposal structure in OpenAI prompts to match your services Google Doc Template**: Update the document template with your standard proposal format Personal Details**: Replace all placeholder information with your actual achievements and social proof Business Use Cases Freelance Professionals** - Automate high-quality Upwork applications across multiple job categories Automation Specialists** - Demonstrate capabilities through automated proposal generation itself Service Providers** - Scale application volume while maintaining personalization quality Agency Owners** - Offer proposal automation services to freelance clients Consultants** - Streamline business development with automated custom proposals Content Creators** - Generate professional project proposals with visual workflow representations Revenue Potential This system transforms freelance business development: 10x Application Speed**: Generate comprehensive proposals in minutes vs. hours Higher Response Rates**: Perceived customization and value demonstration increase client engagement Scalable Outreach**: Apply to more jobs with maintained quality through automation Professional Positioning**: Visual diagrams and structured proposals demonstrate expertise Competitive Advantage**: Deliver proposals faster than competitors through intelligent automation Difficulty Level: Advanced Estimated Build Time: 3-4 hours Monthly Operating Cost: ~$30 (OpenAI + Google APIs) Watch My Complete Live Build Want to see me build this entire system from scratch? I walk through every component live - including the AI agent setup, prompt engineering strategies, Google Docs integration, and all the debugging that goes into creating a production-ready freelance automation system. 🎥 See My Live Build Process: "I Built An AI Agent That Automates Upwork ($500K+ Earned)" This comprehensive tutorial shows the real development process - including advanced prompt engineering, modular workflow design, and the exact business strategies that generated $500K+ in Upwork revenue. Set Up Steps AI Agent Foundation: Configure chat trigger and AI agent node with OpenAI integration Set up window buffer memory for conversation context Define system message with clear agent instructions and behavior rules Sub-Workflow Creation: Build three specialized workflows: Application Copy, Google Doc Proposal, Mermaid Code Configure execute workflow triggers for each sub-workflow Set up proper data passing between agent and sub-workflows Google Services Configuration: Create Google Cloud Console project with Drive and Docs APIs enabled Set up OAuth2 credentials and connect to n8n Copy and customize the proposal template document Personalization Setup: Update all "aboutMe" variables with your specific achievements and social proof Customize prompt templates to match your service offerings and communication style Test individual sub-workflows with sample job descriptions Agent Tool Integration: Connect sub-workflows as tools in the main AI agent Configure proper tool descriptions and response property names Test complete agent functionality with realistic job posting scenarios Template Optimization: Refine proposal templates based on your specific service offerings Adjust AI prompts for optimal personalization and response quality Test with various job types to ensure consistent quality output Advanced Optimizations Scale the system with: Job Scraping Integration:** Automatically discover and apply to relevant Upwork jobs Response Tracking:** Monitor application success rates and optimize templates Multi-Platform Support:** Extend to other freelance platforms (Fiverr, Freelancer, etc.) Client Communication:** Automate follow-up sequences for proposal responses Portfolio Integration:** Automatically include relevant portfolio pieces based on job requirements Important Considerations Template Authenticity:** Customize templates significantly to avoid detection as automated Upwork Compliance:** Ensure applications meet platform guidelines and quality standards Personal Branding:** Maintain consistent voice and positioning across all generated content Response Management:** Be prepared to handle increased application volume and client responses Quality Control:** Regularly review and refine generated content for accuracy and relevance Why This System Works The competitive advantage lies in proven strategies: Perceived Customization:** AI generates content that appears manually crafted for each job Value Demonstration:** Visual diagrams and structured proposals show immediate value Speed Advantage:** Deliver comprehensive proposals before competitors finish reading job posts Professional Presentation:** Consistent quality and formatting across all applications Scalable Personalization:** Maintain individual attention at volume through intelligent automation Check Out My Channel For more advanced automation systems and proven freelance business strategies that generate real revenue, explore my YouTube channel where I share the exact methodologies used to build successful automation agencies and scale to $72K+ monthly revenue.

Workflow Overview This advanced n8n automation is a powerful channel research and intelligence gathering tool designed to transform raw YouTube channel data into actionable insights. By intelligently connecting multiple APIs and data sources, this workflow: Discovers Channel Metrics: Automatically retrieves channel statistics Captures detailed performance indicators Provides comprehensive channel intelligence Performs Deep Analysis: Extracts recent video performance data Calculates engagement metrics Aggregates view count insights Uncovers Contact Information: Attempts to retrieve public email addresses Provides direct outreach opportunities Enhances lead generation capabilities Seamless Data Logging: Automatically updates Google Sheets Maintains a live intelligence dashboard Preserves historical channel data Key Benefits 🤖 Full Automation: Continuous channel intelligence gathering 💡 Smart Analysis: Comprehensive performance insights 📊 Real-Time Tracking: Always-updated channel metrics 🔍 Lead Generation: Direct contact information extraction Workflow Architecture 🔹 Stage 1: Channel Identification Google Sheets Trigger**: Detects new channel additions YouTube Data API**: Fetches channel statistics Comprehensive Metric Collection**: Subscriber count Total view metrics Channel overview 🔹 Stage 2: Video Performance Analysis Recent Video Retrieval**: Fetches 5 latest uploads View Count Aggregation**: Calculates total recent views Provides engagement snapshot Performance Insights**: Measures content effectiveness 🔹 Stage 3: Contact Discovery SerpAPI Integration**: Attempts email extraction Public Contact Information**: Retrieves available email addresses Supports outreach and networking 🔹 Stage 4: Data Compilation Intelligent Data Formatting** Google Sheets Update** Live Intelligence Dashboard** Potential Use Cases Marketing Teams**: Influencer research Sales Professionals**: Lead qualification Content Strategists**: Competitive analysis Recruitment Specialists**: Talent scouting Business Development**: Partnership identification Setup Requirements YouTube Data API Google Cloud API credentials Configured API access SerpAPI Account API key for email extraction Web scraping permissions Google Sheets Connected Google account Prepared tracking spreadsheet Appropriate sharing settings n8n Installation Cloud or self-hosted instance Workflow configuration API credential management Future Enhancement Suggestions 🤖 AI-powered channel scoring 📊 Advanced trend analysis 🔔 Automated alert system 🌐 Multi-platform channel tracking 🧠 Machine learning insights generation Technical Considerations Implement robust error handling Use exponential backoff for API calls Maintain flexible data extraction strategies Ensure compliance with platform terms of service Ethical Guidelines Respect content creator privacy Use data for legitimate research Maintain transparent data collection practices Provide opt-out mechanisms Connect With Me Ready to unlock YouTube channel insights? 📧 Email: Yaron@nofluff.online 🎥 YouTube: @YaronBeen 💼 LinkedIn: Yaron Been Transform your channel research with intelligent, automated workflows!

How it works This template is an end-to-end demo of a chatbot using business data from multiple sources (e.g. Notion, Chargebee, Hubspot etc.) with RAG + SQL. Peliqan.io is used as a "cache" of all business data. Peliqan uses one-click ELT to sync all your business data to its built-in data warehouse, allowing for fast & accurate RAG and "Text to SQL" queries. The workflow will write source data to Supabase as a vector store, for RAG searches by the chatbot. The source URL (e.g. the URL of a Notion page) is added in metadata. The AI Agent will decide for each question to use either RAG or Text-to-SQL or a combination of both. Text-to-SQL is performed via the Peliqan node, added as a tool to the AI Agent. The question of the user in natural language is converted to an SQL query by the AI Agent. The query is executed by Peliqan.io on the source data and the result is interpreted by the AI Agent. RAG is typically used to answer knowledge questions, often on non-structured data (Notion pages, Google Drive etc.). Text-to-SQL is typically used to answer analytical questions, for example "Show list of customers with number of open support tickets and add customer revenue based on invoiced amounts". Preconditions You signed up for a Peliqan.io free trial account You have one or more data sources, e.g. a CRM, ERP, Accounting software, files, Notion, Google Drive etc. Set up steps Sign up for a free trial on peliqan.io: https://peliqan.io Add one or more sources in Peliqan (e.g. Hubspot, Pipedrive...) Copy your Peliqan API key under settings and use it here to add a Peliqan connection Run the "RAG" workflow to feed Supabase, change the name of the table in the Peliqan node "Get table data". Update the list of tables & columns that can be used for SQL in the System Message of the AI Agent. Visit https://peliqan.io/n8n for more information. Disclaimer: This template contains a community node and therefore only works for n8n self-hosted users.

This n8n workflow template uses community nodes and is only compatible with the self-hosted version of n8n. Build an AI agent for Notion (with Notion official MCP server) Use case This template empowers Notion power-users to build their own AI assistant, deeply integrated with their workspace. It solves the constant problem of copy-pasting and context-switching between a separate AI chat and Notion by creating a direct, conversational bridge. Now you can interact with an intelligent agent that can create, retrieve, and update your Notion databases and pages on your behalf, turning your workspace into a truly dynamic productivity hub. How it works When you send a message via the chat interface, the workflow passes it to your chosen AI model. The model, connected to the official Notion tool server, analyzes your request to see if it can be fulfilled by one of its available Notion actions. If it matches a tool, the workflow executes the command using the Notion API—like creating a new page or searching a database—and the AI then confirms the action is complete back in the chat. Setup Prerequisite: This template is for self-hosted n8n instances only, as it requires a community node.  Copy this workflow into your self-hosted n8n instance Install the required community node (n8n-nodes-mcp). Add your credentials for your chosen AI Model and the Notion MCP Server. Test the workflow by starting chatting with your new Notion assistant. How to adjust it to your needs You can use the AI model you want and even easily compare different AI models. You can start from this template and then provide other tools to your AI agent to build more powerful workflows.