Workflow Templates

🚀 How It Works Turn your WhatsApp chats into an AI-powered meeting scheduler with Google Gemini, Google Calendar, and Google Sheets. This workflow understands natural language like “Book a meeting with Ali at 3 PM tomorrow”, checks your contacts, avoids overlaps, and updates your calendar automatically all from WhatsApp. It’s a complete AI scheduling system built for founders, teams, and service providers who manage clients over chat. 🔁 Workflow Overview WhatsApp Trigger** → Captures incoming messages in real time Intent Agent (Gemini)** → Detects scheduling intent (create / edit / cancel) Google Sheets** → Finds contact names, emails, and tags Get Events** → Checks existing meetings to prevent conflicts Correction Agent + Intent Check** → Confirms details with AI Calendar Agent (Gemini)** → Executes the calendar action intelligently Create / Update / Delete Event** → Syncs instantly to Google Calendar Response Node** → Sends WhatsApp and email confirmations ⚙️ Quick Setup (⏱ ~15 min) Connect WhatsApp Cloud API – link your WhatsApp Business account Authenticate Google Calendar & Sheets – use Sheets for contacts (Name | Email | Type) Add Google Gemini API Key – used by Intent, Correction, and Calendar agents Customize Prompts – adjust tone and language in the Gemini nodes Test Your Flow – e.g., message “Schedule meeting with Ali at 10 AM Friday” to verify calendar and confirmation replies 💡 All setup details are also documented inside the workflow sticky notes. 🧩 Integrations WhatsApp Cloud API Google Calendar API Google Sheets API Google Gemini (LLM) 💡 Benefits ✅ Automates scheduling directly from WhatsApp ✅ Understands natural language requests ✅ Prevents double-bookings automatically ✅ Sends instant confirmations ✅ Saves hours of manual coordination 👥 Ideal For Entrepreneurs & consultants managing clients on WhatsApp Sales or support teams booking demos and meetings Virtual assistants and AI service providers Anyone who wants a 24/7 AI calendar manager

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.

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.

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

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

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

This template provides a workflow to integrate a Telegram bot with NeurochainAI's inference capabilities, supporting both text processing and image generation. Follow these steps to get started: > Purpose: Enables seamless integration between your Telegram bot and NeurochainAI for advanced AI-driven text and image tasks. Requirements Telegram Bot Token. NeurochainAI API Key. Sufficient credits to utilize NeurochainAI services. Features Text processing through NeurochainAI's inference engine. AI-powered image generation (Flux). Easy customization and scalability for your use case. Setup Import the template into N8N. Add your Telegram Bot Token and NeurochainAI API Key where prompted. Follow the step-by-step instructions embedded in the template for configuration. [NeurochainAI Website](https://www.neurochain.ai/ ) NeurochainAI Guides