Workflow Templates

This simple workflow will fetch a YouTube playlist every n minutes and send the new items s to a collection in Raindrop. You can connect any application at the end of the flow. Make sure to authenticate to YouTube using Google Auth, and to Raindrop using an API. Update the Playlist ID and the Raindrop collection.

This workflow integrates a chatbot frontend with a backend powered by Langflow, a visual low-code AI development tool. The flow is triggered whenever a chat message is received via the n8n chatbot widget embedded on a website. It then sends the message to a Langflow flow for processing and returns the generated response to the user. How It Works Chat Trigger: The workflow starts with a webhook trigger (When chat message received) that listens for incoming chat messages from the n8n Chat interface. Langflow Integration: The chat input is sent to a Langflow instance via an HTTP request (Langflow node). The request includes the user's message and expects a response from the Langflow flow. Response Processing: The output from Langflow is extracted and formatted using the Edit Fields node, ensuring the chatbot displays the response correctly. Customization: Sticky notes provide instructions for embedding the n8n Chat widget on a website and customizing its appearance, including welcome messages, language settings, and branding. Set Up Steps Configure Langflow Connection: Replace LANGFLOW_URL and FLOW_ID in the HTTP request node with your Langflow instance details. Ensure the API headers (e.g., Content-Type: application/json) and authentication (if required) are correctly set. Deploy n8n Chat: Add the provided CDN script to your website, replacing YOUR_PRODUCTION_WEBHOOK_URL with the webhook URL generated by the When chat message received node. Customize the chatbot’s UI (e.g., title, placeholder text, initial messages) using the JavaScript snippet in the sticky notes. Activate Workflow: Toggle the workflow to "Active" in n8n. Test the chatbot by sending a message and verifying the Langflow response is processed and displayed correctly. Advantages ✅ Seamless Langflow Integration It allows n8n to communicate directly with a Langflow flow via API, enabling AI responses using custom-designed Langflow logic. ✅ No-Code Chatbot Deployment With just a script snippet, the chatbot widget can be embedded into any website. Minimal coding is required to launch a fully functioning AI chatbot. ✅ Customizable UI/UX The included embed code offers full control over the chatbot's appearance, language, welcome message, input placeholder, and branding—ideal for white-label or customer-facing deployments. ✅ Modular and Extensible Because it's built in n8n, this chatbot can be easily extended with other services like CRMs, email alerts, or databases, without leaving the platform. ✅ Real-Time AI Interactions Thanks to Langflow's API and chat response support, users get immediate and dynamic AI-driven replies. Need help customizing? Contact me for consulting and support or add me on Linkedin.

AI Chatbot with Conditional Execution for Cost Efficiency Description This n8n workflow implements an AI-powered chatbot that only runs when a chat is initiated on a website. By introducing a conditional step, the workflow ensures that AI tokens are not consumed unnecessarily, making it a cost-efficient and resource-optimized solution. The chatbot, named Sophia, serves as an interactive assistant for SyncBricks. It helps users with guest posting services, YouTube review videos, IT consultancy, and online courses while collecting user details step by step. The chatbot ensures that inquiries are properly logged and confirmed before proceeding to AI-driven responses. This template is ideal for businesses, service providers, and content creators who want to optimize AI token usage while delivering personalized, interactive engagement with their users. Features Conditional Execution – The AI chatbot only activates when a chat is initiated, avoiding unnecessary API calls. AI-Powered Conversations – Uses Google Gemini AI to generate human-like responses. Step-by-Step Data Collection – Ensures structured user input, requesting name, email, and request type sequentially. Memory Buffer for Context Awareness – Maintains conversation context using a window buffer memory system. Multiple Service Offerings – Supports inquiries related to: Guest Posting Services YouTube Review Videos Online Courses on Udemy IT Consultancy Services Automated Confirmation Messages – After collecting user details, sends a confirmation message summarizing the request. How It Works Chat Message Trigger The workflow starts only when a chat message is received from the website. This ensures no AI token is consumed unless a user initiates a chat. Condition Check: Is Chat Input Provided? The workflow checks if chat input is non-empty. If the chat input is empty, the workflow stops, ensuring no unnecessary API usage. If a message is detected, the chatbot continues processing. AI-Powered Chat Response The chatbot, Sophia, generates personalized responses using Google Gemini AI. AI ensures structured conversation flow by collecting: User’s Full Name Email ID Request Type Memory Buffer for Context Retention A Window Buffer Memory system stores chat history and retrieves previous responses to ensure context-aware conversations. Response Optimization Checks memory to avoid asking the same question twice. If details are already provided, Sophia moves directly to processing the request. Confirmation & User Engagement After collecting the required details, Sophia summarizes the request as follows: "Got it [Name], your request is [Request Type]. I will be sending the details to your email ID: [Email]. Hold on while I send confirmation." Final Confirmation Message Ensures the user receives a proper acknowledgment of their inquiry. Prerequisites Before using this workflow, make sure you have: n8n Instance (Cloud or Self-Hosted) Google Gemini API Key (For AI-generated responses) Webhook Integration (To trigger the chatbot from your website) Use Cases Businesses & Enterprises – AI-powered lead qualification for services. Bloggers & Content Creators – Automated guest post inquiry handling. YouTube Influencers & Educators – AI chatbot to promote courses and review services. Marketing Agencies – Lead generation chatbot without excessive AI token consumption. E-Commerce & Consulting Services – AI-driven personalized customer engagement. Nodes Used in This Workflow Chat Trigger (Webhook) – Initiates only when a user sends a chat message. Conditional Check (If Node) – Ensures AI is only used when a chat is initiated. AI Agent (Google Gemini AI) – Generates intelligent chatbot responses. Memory Buffer (Context Retention) – Stores user inputs for context-aware conversations. Important Start with n8n Learn n8n with Amjid Get n8n Book What is Proxmox Creator Information Developed by: Amjid Ali Website: SyncBricks Email: amjid@amjidali.com LinkedIn: Amjid Ali YouTube: SyncBricks Support & Contributions If you find this workflow helpful, consider supporting my work: Donate via PayPal For full courses on n8n, visit: Course by Amjid Final Thoughts This n8n workflow ensures optimal AI token usage while engaging users with an intelligent chatbot. By integrating conditional execution, it prevents unnecessary API calls, making it cost-effective and efficient for businesses looking to automate chat-based customer interactions. Let me know if you need any modifications!

This workflow is your ultimate solution for reliable image retrieval from any web source, including those heavily protected. It operates with a smart, cost-effective strategy: it first attempts to fetch the image using a Classic Image Getter node (a standard, free HTTP request). In approximately 80% of cases, this method will be sufficient. However, for the remaining instances where you encounter IP blocking, CAPTCHAs, rate limiting, or other advanced anti-bot measures, the workflow seamlessly switches to a robust BrightData Web Unblocker service as a fallback. It leverages BrightData’s Image Unblocker to retrieve these blocked images. This template is indispensable for anyone needing consistent and complete access to web images, ensuring you get the data you need without unnecessary overhead. Why Use This Image Scrapper Workflow? Maximum Success Rate**: Retrieves images even from the most challenging or protected websites. Cost-Optimized Strategy**: Prioritizes free, standard HTTP requests, only incurring costs when advanced unblocking is truly necessary. Automated Resilience**: Intelligently handles failed direct attempts by automatically engaging the BrightData failover via the "Unlock Image" node. Versatile Image Scraping**: Perfect for market research, content aggregation, or data enrichment that demands reliable image access. How It Works When clicking ‘Execute workflow’: The workflow is initiated manually, allowing for easy testing and integration into larger processes. image: A Set node defines the target image URL. This can be easily configured to accept dynamic URLs from preceding nodes. Classic Image Getter: This HTTP Request node performs a direct image download. It's the primary, free, and efficient method for readily accessible images. Unlock Image (BrightData Web Unblocker): Configured as an error handler and failover, this HTTP Request node activates only if the "Classic Image Getter" encounters an error. It then routes the image URL through BrightData's Web Unblocker, designed to bypass advanced protective measures and successfully retrieve the image data. 🔑 Prerequisites To enable the advanced capabilities of this workflow, specifically the BrightData Web Unblocker functionality, you will need a BrightData account and a correctly configured Web Unblocker zone. Setting Up Your BrightData Web Unblocker: BrightData Account: Ensure you have an active account with BrightData. If you don't, you can sign up on their website. Create a Web Unblocker Zone: Log in to your BrightData dashboard. Navigate to the "Proxy & Scraping Infrastructure" section, then "Zones." Click "Add new zone." Select "Web Unblocker" as the product type. Give your zone a clear name (e.g., n8n-image-unlocker). Confirm the creation of the zone. Retrieve API Key: Once your Web Unblocker zone is active, go to its settings. Locate your API Key (often referred to as "password" for proxy access) within the "Access Parameters" or "Credentials" section. Configure in n8n: In the Unlock Image HTTP Request node within this workflow, update the Authorization header. Replace "Bearer yourkey" with "Bearer YOUR_BRIGHTDATA_API_KEY". Important: For production workflows, it's highly recommended to use n8n credentials to store your BrightData API key securely, rather than hardcoding it directly in the node. This template uses a placeholder for demonstration purposes. Crucially, ensure that the zone parameter in the Unlock Image node matches the exact Zone ID you created in your BrightData account. You will need to replace the placeholder web_unlocker with your actual BrightData zone ID. Phil | Inforeole

Transform your email workflow with this intelligent automation that drafts professional emails through Telegram commands using AI and contact retrieval. Key Features 📱 Telegram Integration: Send email requests directly from Telegram 🤖 AI-Powered Email Generation: Uses OpenAI GPT-4 to create formal, professional emails 📧 Smart Contact Retrieval: Leverages Pinecone vector database with RAG to automatically find recipient email addresses ✉️ Gmail Draft Creation: Automatically creates email drafts in your Gmail account 📋 Google Docs Integration: Sync contact data from Google Docs to vector database 🎯 Structured Email Formatting: Ensures consistent professional email format with proper recipients and formal tone How It Works Send Message: Send a message via Telegram with your email request AI Processing: AI agent processes your request and queries the contact database to find recipient emails Email Generation: OpenAI generates a professionally formatted email based on your input Draft Creation: Gmail draft is automatically created with the formatted content Confirmation: Receive confirmation via Telegram with a completion sticker Perfect For Business professionals managing multiple contacts Academic professionals (professors, researchers) who frequently send formal emails Anyone wanting to streamline their email creation process with AI assistance Required Credentials Telegram Bot API OpenAI API google OAuth2 for(gmail&docs) Pinecone Vector Database Setup Instructions Load Contact Data: Add your contact information to the Google Docs document Configure Pinecone: Set up your Pinecone index with namespace "contacts" Connect Services: Add all required API credentials to their respective nodes Customize AI: Modify the AI system message and sender name in the AI Agent node Test Workflow: Run the manual trigger to populate your vector database first ** Ex. of the google docs data

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.

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Cold Calling Automation - End-to-End Automated Cold Calling with Apify, RAG, and WhatsApp The "Cold Calling Automation" workflow is designed to fully automate the end-to-end cold calling process by intelligently combining web scraping, AI-powered research, and WhatsApp messaging. Leveraging key technologies such as Apify for data scraping, RAG (Retrieval-Augmented Generation) for intelligent content creation, and WhatsApp integration for automated outreach, this workflow transforms raw prospect data into personalized, high-converting cold calling campaigns with minimal manual intervention. 💡 Why Use Cold Calling Automation? Scale Your Outreach:** Automate hundreds of personalized cold calls without manual effort or hiring additional staff. Intelligent Personalization:** RAG technology creates highly relevant, personalized messages based on prospect research. Multi-Channel Approach:** Seamlessly integrate WhatsApp messaging with traditional cold calling methods. Real-Time Optimization:** Continuously improve message performance and conversion rates through AI analysis. Cost-Effective:** Reduce cold calling costs while dramatically increasing reach and response rates. ⚡ Who Is This For? Sales Teams:** Looking to scale their cold calling efforts with intelligent automation and personalization. Lead Generation Agencies:** Needing to deliver high-volume, high-quality cold calling services to clients. Business Development Professionals:** Seeking to maximize outreach efficiency while maintaining personal touch. Small Business Owners:** Who want professional-grade cold calling capabilities without hiring expensive sales teams. Marketing Agencies:** Offering comprehensive lead generation and conversion services to clients. ❓ What Problem Does It Solve? Traditional cold calling is time-consuming, expensive, and often ineffective due to lack of personalization and poor timing. Manual prospect research, script writing, and call execution create bottlenecks that limit outreach scale. Generic messages result in low response rates and damaged brand reputation. This workflow solves these problems by automating the entire cold calling pipeline - from prospect identification and research to personalized message creation and delivery - while maintaining high quality and relevance that converts prospects into qualified leads. 🔧 What This Workflow Does ⏱ Prospect Scraping: Uses Apify to automatically scrape and identify high-quality prospects based on your target criteria. 🔍 Intelligent Research: Employs RAG technology to research each prospect and gather relevant business intelligence. ✍️ Personalized Content: Automatically generates custom messages, scripts, and talking points for each prospect. 📱 WhatsApp Integration: Delivers personalized messages through WhatsApp automation for maximum engagement. 📊 Performance Tracking: Monitors response rates, engagement metrics, and conversion data for continuous optimization. 🤖 AI-Powered Follow-up: Automatically handles initial responses and schedules appropriate follow-up actions. 📈 Campaign Analytics: Provides detailed insights on campaign performance and ROI metrics. 🔄 Continuous Learning: Improves message effectiveness and targeting based on campaign results. This workflow also using community node: `@devlikeapro/n8n-nodes-waha` 🔐 Setup Instructions Import the provided workflow JSON into your n8n instance (Cloud or self-hosted). Set up credentials: Apify API credentials for prospect scraping OpenAI API key for RAG and content generation WhatsApp Business API credentials or WAHA integration Database credentials for prospect and campaign tracking Email credentials for notifications and reporting Customize parameters: Target prospect criteria and scraping parameters Message templates and personalization rules Campaign timing and frequency settings Response handling and follow-up logic Performance tracking and reporting preferences Test the complete workflow with a small prospect list to verify scraping, personalization, and delivery. 🧩 Pre-Requirements Active n8n instance (Cloud or Self-hosted) Apify account with appropriate scraping credits OpenAI API key with sufficient usage limits WhatsApp Business account or WAHA setup Database system for prospect and campaign management Basic understanding of your target audience and value proposition 🛠️ Customize It Further Integrate with CRM systems to sync prospects and track conversion through sales pipeline. Add voice calling capabilities using VoIP services for complete omnichannel outreach. Implement A/B testing for message templates and timing optimization. Connect with social media platforms for multi-channel prospecting and engagement. Add sentiment analysis to optimize message tone and approach for different prospect types. Integrate with calendar systems for automatic meeting scheduling from qualified responses. 🧠 Nodes Used Apify nodes for prospect scraping and data collection OpenAI Chat Model and Embeddings for RAG implementation WhatsApp/WAHA nodes for message delivery and response handling Database nodes for prospect storage and campaign tracking HTTP Request nodes for API integrations and webhooks Code nodes for data processing and personalization logic Schedule Trigger for automated campaign execution Conditional nodes for response handling and follow-up logic Set nodes for parameter configuration and data transformation Split In Batches for efficient bulk processing 📊 Expected Results 50-80% increase** in cold calling efficiency and prospect reach 25-40% higher** response rates compared to generic cold calling 60-75% reduction** in manual research and message preparation time Real-time insights** into campaign performance and prospect engagement Scalable system** that grows with your business needs 📞 Support Made by: khaisa Studio Tag: automation, cold calling, lead generation, apify, RAG, whatsapp, AI, sales automation, outreach Category: Sales Automation & Lead Generation Need a custom? contact me for more tailored templates

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!

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!

Sync Dartagnan Email Templates to Braze Why Use This Workflow Email marketing demands consistency across platforms. This workflow automatically synchronizes your email templates from Dartagnan to Braze, eliminating manual transfers and ensuring brand consistency. Perfect for marketing teams who need to maintain a unified email experience while leveraging the strengths of both platforms. Business Benefits Save Time**: Eliminate hours of manual template copying and formatting between platforms Maintain Consistency**: Ensure your email templates look identical across Dartagnan and Braze Reduce Errors**: Automated synchronization prevents human error in template transfers Streamline Workflows**: Create once in Dartagnan, use everywhere through Braze's distribution power Preserve Image Assets**: Keep images hosted on Dartagnan while properly formatting them for Braze How It Works This workflow performs a bi-directional sync between your Dartagnan email templates and Braze platform. It intelligently handles: Template Updates: Automatically updates existing templates in Braze when modified in Dartagnan New Template Creation: Creates new templates in Braze when added to Dartagnan Image URL Transformation: Properly embeds and formats image URLs to meet Braze requirements while keeping assets on Dartagnan infrastructure Technical Implementation The workflow uses a scheduled trigger to check for template changes and then processes them in batches: Authentication: Securely connects to both Dartagnan and Braze APIs Template Retrieval: Fetches current templates from Dartagnan Comparison Logic: Determines which templates need updating or creation in Braze Content Transformation: Processes HTML content and image URLs to ensure compatibility API Integration: Pushes changes to Braze through their Content Blocks API Customization Options This workflow can be customized to meet your specific needs: Sync Frequency**: Adjust the schedule to run hourly, daily, or on any custom schedule Template Filtering**: Add conditions to sync only specific templates based on tags or categories Error Handling**: Configure notification emails when synchronization issues occur Logging**: Enable detailed logs for troubleshooting and auditing Setup Requirements Setting up this workflow takes approximately 20-30 minutes and requires: Dartagnan Requirements API Client ID API Client Secret Template access permissions Braze Requirements Braze Instance URL API Key with content block permissions Appropriate rate limits configured Common Use Cases Email Campaign Coordination**: Maintain consistent templates across platforms for multi-channel campaigns Agency Work**: Design in Dartagnan, deploy through client's Braze instance Rebranding Projects**: Update templates once and propagate changes automatically International Marketing**: Maintain language variants across platforms with automatic synchronization Get Started Once installed, configure your API credentials, set your desired synchronization schedule, and let the workflow handle the rest. The initial sync will create all your templates in Braze, with subsequent runs only updating what's changed.