Workflow Templates

This n8n workflow template automatically processes phone interview transcripts using AI to evaluate candidates against specific criteria and saves the results to Google Sheets. Perfect for HR departments, recruitment agencies, or any business conducting phone screenings. What This Workflow Does This automated workflow: Receives phone interview transcripts via webhook Uses OpenAI GPT models to analyze candidate responses against predefined qualification criteria Extracts key information (name, phone, location, qualification status) Automatically saves structured results to a Google Sheet for easy review and follow-up The workflow is specifically designed for driving job interviews but can be easily adapted for any position with custom evaluation criteria. Tools & Services Used N8N** - Workflow automation platform OpenAI API** - AI-powered transcript analysis (GPT-4o-mini) Google Sheets** - Data storage and management Webhook** - Receiving transcript data Prerequisites Before implementing this workflow, you'll need: N8N Instance - Self-hosted or cloud version OpenAI API Account - For AI transcript processing Google Account - For Google Sheets integration Phone Interview System - That can send webhooks (like Vapi.ai) Step-by-Step Setup Instructions Step 1: Set Up OpenAI API Access Visit OpenAI's API platform Create an account or log in Navigate to API Keys section Generate a new API key Copy and securely store your API key Step 2: Create Your Google Sheet Option 1: Use Our Pre-Made Template (Recommended) Copy our template: Driver Interview Results Template Click "File" → "Make a copy" to create your own version Rename it as desired Copy your new sheet's URL - you'll need this for the workflow Option 2: Create From Scratch Go to Google Sheets Create a new spreadsheet Name it "Driver Interview Results" (or your preferred name) Set up the following column headers in row 1: A1: name B1: phone C1: cityState D1: qualifies E1: reasoning Copy the Google Sheet URL - you'll need this for the workflow Step 3: Import and Configure the N8N Workflow Import the Workflow Copy the workflow JSON from the template In your N8N instance, go to Workflows → Import from JSON Paste the JSON and import Configure OpenAI Credentials Click on either "OpenAI Chat Model" node Set up credentials using your OpenAI API key Test the connection to ensure it works Configure Google Sheets Integration Click on the "Save to Google Sheets" node Set up Google Sheets OAuth2 credentials Select your spreadsheet from the dropdown Choose the correct sheet (usually "Sheet1") Update the Webhook Click on the "Webhook" node Note the webhook URL that n8n generates This URL will receive your transcript data Step 4: Customize Evaluation Criteria The workflow includes predefined criteria for a Massachusetts driving job. To customize for your needs: Click on the "Evaluate Candidate" node Modify the system message to include your specific requirements Update the evaluation criteria checklist Adjust the JSON output format if needed Current Evaluation Criteria: Valid Massachusetts driver's license No felony convictions Clean driving record (no recent tickets/accidents) Willing to complete background check Can pass drug test (including marijuana) Available full-time Monday-Friday Lives in Massachusetts Step 5: Connect to Vapi.ai (Phone Interview System) This workflow is specifically designed to work with Vapi.ai's phone interview system. Here's how to connect it: Setting Up the Vapi Integration Copy Your N8N Webhook URL In your n8n workflow, click on the "Webhook" node Copy the webhook URL (it should look like: https://your-n8n-instance.com/webhook-test/351ffe7c-69f2-4657-b593-c848d59205c0) Configure Your Vapi Assistant Log into your Vapi.ai dashboard Create or edit your phone interview assistant In the assistant settings, find the "Server" section Set the Server URL to your n8n webhook URL Set timeout to 20 seconds (as configured in the workflow) Configure Server Messages In your Vapi assistant settings, enable these server messages: end-of-call-report transcript[transcriptType="final"] Set Up the Interview Script Use the provided interview script in your Vapi assistant (found in the workflow's system message) This ensures consistent data collection for the AI evaluation Expected Data Format from Vapi The workflow expects Vapi to send data in this specific format: { "body": { "message": { "artifact": { "transcript": "AI: Hi. Are you interested in driving for Bank of Transport?\nUser: Yes.\nAI: Great. Before we go further..." } } } } Vapi Configuration Checklist ✅ Webhook URL set in Vapi assistant server settings ✅ Server messages enabled: end-of-call-report, transcript[transcriptType="final"] ✅ Interview script configured in assistant ✅ Assistant set to send webhooks on call completion Alternative Phone Systems If you're not using Vapi.ai, you can adapt this workflow for other phone systems by: Modifying the "Edit Fields2" node to extract transcripts from your system's data format Updating the webhook data structure expectations Ensuring your phone system sends the complete interview transcript Step 6: Test the Workflow Test with Sample Data Use the "Execute Workflow" button with test data Verify that data appears correctly in your Google Sheet Check that the AI evaluation logic works as expected End-to-End Testing Send a test webhook with a real transcript Monitor each step of the workflow Confirm the final result is saved to Google Sheets Workflow Node Breakdown Webhook - Receives transcript data from your phone system Edit Fields2 - Extracts the transcript from the incoming data Evaluate Candidate - AI analysis using GPT-4o-mini to assess qualification Convert to JSON - Ensures proper JSON formatting with structured output parser Save to Google Sheets - Automatically logs results to your spreadsheet Customization Options Modify Evaluation Criteria Edit the system prompt in the "Evaluate Candidate" node Add or remove qualification requirements Adjust the scoring logic Change Output Format Modify the JSON schema in the "Structured Output Parser" node Update Google Sheets column mapping accordingly Add Additional Processing Insert nodes for email notifications Add Slack/Discord alerts for qualified candidates Integrate with your CRM or ATS system Troubleshooting Common Issues: OpenAI API Errors**: Check API key validity and billing status Google Sheets Not Updating**: Verify OAuth permissions and sheet access Webhook Not Receiving Data**: Confirm URL and POST format from your phone system AI Evaluation Inconsistencies**: Refine the system prompt with more specific criteria Usage Tips Monitor Token Usage**: OpenAI charges per token, so monitor your usage Regular Review**: Periodically review AI evaluations for accuracy Backup Data**: Export Google Sheets data regularly for backup Privacy Compliance**: Ensure transcript handling complies with local privacy laws Need Help with Implementation? For professional setup, customization, or troubleshooting of this workflow, contact: Robert - Ynteractive Solutions Email**: rbreen@ynteractive.com Website**: www.ynteractive.com LinkedIn**: linkedin.com/in/robert-interactive Specializing in AI-powered workflow automation, business process optimization, and custom integration solutions.

🚀 Transform Your Job Hunt with AI-Powered Telegram Bot Turn job searching into a conversational experience! This intelligent Telegram bot automatically scrapes job postings from LinkedIn, Indeed, and Monster, filters for sales & marketing positions, and delivers personalized results directly to your chat. ✨ Key Features Interactive Telegram Commands**: Simple /jobs [keyword] [location] searches Multi-Platform Scraping**: Simultaneous data collection from 3 major job boards AI-Powered Filtering**: Smart relevance detection and experience level classification Real-Time Notifications**: Instant job alerts delivered to Telegram Automated Data Storage**: Saves results to Google Sheets and Airtable Duplicate Removal**: Advanced deduplication across platforms Mobile-First Experience**: Full job search functionality through Telegram 🎯 Perfect For Sales Professionals**: Account managers, sales representatives, business development Marketing Experts**: Digital marketers, marketing managers, growth specialists Recruiters**: Streamlined candidate sourcing and job market analysis Job Seekers**: Hands-free job discovery with instant notifications 🛠️ Setup Requirements Required Credentials: Telegram Bot Token**: Create bot via @BotFather Bright Data API**: Professional web scraping service (LinkedIn/Indeed datasets) Google Sheets OAuth2**: For spreadsheet integration Airtable Token**: Database storage and management Prerequisites: n8n instance with HTTPS enabled (required for Telegram webhooks) Valid domain name with SSL certificate Basic understanding of Telegram bot commands 🔧 How It Works User Experience: Send /start to activate the bot and see available commands Use /jobs sales manager New York to search for specific positions Receive formatted job results instantly in Telegram Click "Apply Now" links to go directly to job postings All jobs automatically saved to your connected spreadsheets Behind the Scenes: Command Processing: Bot parses user input for keywords and location Parallel Scraping: Simultaneous API calls to LinkedIn, Indeed, and Monster AI Processing: Intelligent filtering, experience level detection, remote work identification Data Enhancement: Salary extraction, duplicate removal, relevance scoring Multi-Format Storage: Automatic saving to Google Sheets, Airtable, and JSON export Real-Time Response: Formatted results delivered back to Telegram chat 🎨 Telegram Bot Commands /start - Welcome message and command overview /jobs [keyword] [location] - Search for jobs (e.g., /jobs marketing manager remote) /help - Show detailed help information /status - Check bot status and recent activity 📊 Sample Output The bot delivers beautifully formatted job results: 🎯 Job Search Results 🎯 Found 7 relevant opportunities Platforms: linkedin, indeed, monster Remote jobs: 3 ─────────────────── 💼 Senior Sales Manager 🏢 TechCorp Industries 📍 New York, NY 💰 $80,000 - $120,000 🌐 Remote Available 📊 senior level 🔗 Apply Now 🔒 Security & Best Practices Rate Limiting**: Built-in Telegram API compliance (30 requests/second) Error Handling**: Graceful failure recovery with user-friendly messages Input Validation**: Sanitized user input to prevent injection attacks Credential Management**: Secure API key storage using n8n credentials system HTTPS Enforcement**: Required for production Telegram webhook integration 📈 Benefits & ROI 95% Time Reduction**: Automated job discovery vs manual searching Multi-Source Coverage**: Access 3 major job platforms simultaneously Mobile Accessibility**: Search jobs anywhere using Telegram mobile app Real-Time Alerts**: Never miss new opportunities with instant notifications Data Organization**: Automatic spreadsheet management for job tracking Market Intelligence**: Comprehensive job market analysis and trends 🚀 Advanced Customization Custom Keywords**: Modify filtering logic for specific industries Location Targeting**: Adjust geographic search parameters Experience Levels**: Fine-tune senior/mid/entry level detection Additional Platforms**: Easily add more job boards via HTTP requests Notification Scheduling**: Set up periodic automated job alerts Team Integration**: Deploy for multiple users or team channels 💡 Use Cases Individual Job Seekers**: Personal job hunting assistant Recruitment Agencies**: Streamlined candidate sourcing Sales Teams**: Territory-specific opportunity monitoring Marketing Departments**: Industry trend analysis and competitor tracking Career Coaches**: Client job market research and opportunity identification Ready to revolutionize your job search? Deploy this workflow and start receiving personalized job opportunities directly in Telegram!

Overview This comprehensive n8n workflow automates the generation and distribution of detailed monthly technical support reports from GLPI (IT Service Management platform). The workflow intelligently calculates SLA compliance, analyzes technician performance, and delivers professionally formatted HTML reports via email. ✨ Key Features Intelligent SLA Calculation Business Hours Tracking: Automatically calculates resolution time considering only working hours (excludes weekends and lunch breaks) Configurable Schedule: Customizable work hours (default: 8 AM - 12 PM, 1 PM - 6 PM) Dynamic SLA Monitoring: Real-time compliance tracking with configurable thresholds (default: 24 hours) Visual Indicators: Color-coded alerts for critical SLA breaches and high-volume warnings Comprehensive Reporting General Summary: Total cases, open, in-progress, resolved, and closed tickets Performance Metrics: Total and average resolution hours in both decimal and formatted (hours/minutes) display Technician Breakdown: Individual performance analysis per technician including case distribution and SLA compliance Smart Alerts: Automatic warnings for high case volumes (>100 in-progress) and critical SLA levels (<50%) Professional Email Delivery Responsive HTML Design: Mobile-optimized email templates with elegant styling Dynamic Content: Conditional formatting based on performance metrics Automatic Scheduling: Monthly execution on the 6th day to ensure accurate SLA measurement 💼 Business Benefits Time Savings Eliminates Manual Work: Saves 2-4 hours per month previously spent compiling reports manually Automated Data Collection: No more exporting CSVs or copying data between systems One-Click Setup: Configure once and receive reports automatically every month Improved Decision Making Real-Time Insights: Identify bottlenecks and performance issues immediately Technician Accountability: Clear visibility into individual and team performance SLA Compliance Tracking: Proactively manage service level agreements before they become critical Enhanced Communication Stakeholder Ready: Professional reports suitable for management presentations Consistent Format: Standardized metrics ensure month-over-month comparability Instant Distribution: Automatic email delivery to relevant stakeholders 🔧 Technical Specifications Requirements n8n instance (self-hosted or cloud) GLPI server with API access enabled Gmail account (or any SMTP-compatible email service) GLPI API credentials (App-Token and User credentials) Configuration Points Variables Node: Server URL, API tokens, entity name, work hours, SLA limits Schedule Trigger: Monthly execution timing (default: 6th of each month) Email Recipient: Target email address for report delivery Date Range Logic: Automatic previous month calculation Data Processing Retrieves up to 999 tickets per execution (configurable) Filters by entity and date range Excludes weekends and non-business hours from calculations Groups data by technician for detailed analysis 📋 Setup Instructions Prerequisites GLPI Configuration: Enable API and configure the Tickets panel with required fields (ID, -Title, Status, Opening Date, Closing Date, Resolution Date, Priority, Requester, Assigned To) API Credentials: Create Basic Auth credentials in n8n for GLPI API access Email Authentication: Set up Gmail OAuth2 or SMTP credentials in n8n Implementation Steps Import the workflow JSON into your n8n instance Configure the Variables node with your GLPI server details and business hours Set up GLPI API credentials in the HTTP Request nodes Configure email credentials in the Gmail node Update the recipient email address Test the workflow manually before enabling the schedule Activate the workflow for automatic monthly execution 🎯 Use Cases IT Support Teams: Track helpdesk performance and SLA compliance Service Managers: Monitor team productivity and identify training needs Executive Reporting: Provide high-level summaries to stakeholders Resource Planning: Identify workload distribution and capacity issues Compliance Auditing: Maintain historical records of SLA performance 📈 ROI Impact Time Savings: 24-48 hours annually in manual reporting eliminated Error Reduction: Eliminates human calculation errors in SLA tracking Faster Response: Early alerts enable proactive issue resolution Better Visibility: Data-driven insights improve team management

How It Works This workflow automates end-to-end ESG (Environmental, Social, and Governance) sustainability reporting for enterprise sustainability teams, compliance officers, and green governance leads. It solves the challenge of manually aggregating multi-source ESG data, applying scoring logic, and routing records through approval chains, a process that is slow, error-prone, and difficult to audit. Sustainability data enters via two sources: a periodic scheduler and an external ESG platform webhook. Inputs are normalised and passed to a Green Governance Agent equipped with a Sustainability Oversight Sub-Agent, ESG Scoring Engine, Multi-Cloud Sustainability API, Governance Alerts Tool, Compliance Documentation Tool, and ESG Reporting Sheets Tool. The agent produces a structured compliance output, which is then routed by approval status, rejected records are logged, review requests are sent via Slack, and approved records are stored and synced to the enterprise ESG platform. Sync errors trigger Slack alerts and error logging. Approved data simultaneously updates environmental impact lineage, KPI performance tracking, and the ESG dashboard in Google Sheets. Setup Steps Import workflow and configure the periodic trigger interval and ESG platform webhook URL. Add AI model credentials to the Green Governance Agent and Sustainability Oversight Sub-Agent. Connect Slack credentials to Governance Alerts Tool and Sync Failure Alert nodes. Link Google Sheets credentials; set sheet IDs for Rejected Items, etc. Configure the Multi-Cloud Sustainability API and Enterprise ESG Platform sync endpoint URLs. Set ESG scoring thresholds in the ESG Scoring Engine node. Prerequisites OpenAI API key (or compatible LLM) Slack workspace with bot credentials Google Sheets with ESG log tabs pre-created Enterprise ESG platform API endpoint access Use Cases Corporations automating quarterly ESG compliance report generation Customisation Swap ESG Scoring Engine thresholds to match regional regulatory frameworks (EU Taxonomy, GRI, SASB) Benefits Eliminates manual ESG data aggregation, cutting reporting cycle time significantly

Facebook Group Auto-Moderation This workflow automatically monitors Facebook Group posts, analyzes them using AI, detects policy violations, logs incidents, notifies moderators and automatically hides high-severity posts to keep the community clean and safe. This workflow listens to new Facebook Group posts in real time, processes each post individually and sends the post content to AI for moderation.If a post violates group rules (spam, scam, hate, adult content or aggressive promotion), the workflow alerts moderators, stores the violation in Airtable and automatically hides the post if the severity is high. You receive: Real-time AI moderation of Facebook Group posts** Automatic hiding of high-risk content** Slack alerts for moderation actions** Airtable logging for audit and tracking** Ideal for Facebook Group admins who want fast, consistent and automated moderation without manual review of every post. Quick Start – Implementation Steps Connect the Facebook Group Webhook to your n8n instance. Add your Facebook Page Access Token as an environment variable. Connect OpenAI credentials for content moderation. Configure Slack for alerts and Airtable for logging. Test using sample Facebook post data. Activate the workflow. What It Does This workflow automates Facebook Group moderation: Receives new group posts via webhook. Splits and processes posts one by one. Normalizes post data (ID, message, user, time). Sends post content to AI for moderation analysis. Determines: Violation or not Category (spam, scam, hate, adult, etc.) Severity (low / medium / high) Logs violations into Airtable. Sends alerts to Slack. Automatically hides posts marked as high severity. Notifies the team whether auto-hide succeeded or failed. Who’s It For This workflow is ideal for: Facebook Group admins & moderators Community management teams Social media operations teams Platforms handling large group volumes Anyone needing automated moderation at scale Requirements to Use This Workflow To run this workflow, you need: n8n instance** (cloud or self-hosted) Facebook Group Webhook subscription** Facebook Page Access Token** OpenAI API key** Slack workspace** with API access Airtable base** + Personal Access Token How It Works Receive Facebook Post – Webhook captures new group posts. Process Posts – Posts are handled one at a time. Normalize Data – Extracts clean post and user details. AI Moderation – AI analyzes the post for rule violations. Violation Check – Determines whether action is needed. Severity Check – Only high-risk posts are auto-hidden. Hide Post – Facebook API hides the post automatically. Log & Notify – Slack alerts + Airtable records are created. Setup Steps Import the workflow JSON into n8n. Configure the Webhook node and subscribe it to your Facebook Group. Add FB\_PAGE\_ACCESS\_TOKEN in n8n environment variables. Connect OpenAI, Slack and Airtable credentials. Verify Airtable field names match the workflow mapping. Test using pinned sample data. Activate the workflow. How To Customize Nodes Customize Moderation Rules Edit the AI Content Moderation node to: Adjust strictness Add or remove categories Change severity logic Customize Slack Alerts You can add: Emojis Mentions (@channel / @here) Direct links to the Facebook post Customize Auto-Hide Logic Change the Severity High? IF node to: Auto-hide medium severity Disable auto-hide completely Add manual approval steps Add-Ons (Optional Enhancements) You can extend this workflow to: Add moderator approval before hiding posts Auto-ban repeat offenders Track user violation history Generate daily moderation summaries Add sentiment analysis Create dashboards using Airtable Interfaces Support multiple Facebook Groups Use Case Examples 1\. Spam Control Automatically hide promotional or scam posts. 2\. Community Safety Detect hate or adult content instantly. 3\. Moderator Efficiency Reduce manual review workload. 4\. Audit & Compliance Maintain a clear violation history in Airtable. 5\. Large Group Management Scale moderation without adding moderators. Troubleshooting Guide | Issue | Possible Cause | Solution | |----------------------|----------------------------|-------------------------------------------------------| | No posts received | Webhook not subscribed | Verify Facebook webhook setup | | AI result missing | OpenAI error | Check API key & rate limits | | Post not hidden | Token permission issue | Verify Page Access Token permissions | | Slack alert not sent | Invalid Slack credentials | Reconnect Slack API | | Airtable error | Field mismatch | Match Airtable column names exactly | Need Help? If you need help extending this workflow with multi-group moderation, advanced AI rules, dashboards or production-scale automation, our n8n automation experts at WeblineIndia can assist with custom workflow design and deployment.

Zoho CRM Sales Cycle Performance Analyzer & Improver This workflow automatically analyzes your Zoho CRM deal cycles with AI-powered intelligence, compares them against historical performance data from Google Sheets, and delivers actionable insights to Slack. It identifies bottlenecks, predicts outcomes, analyzes sentiment, generates smart recommendations, creates data visualizations, and builds a historical dataset for future intelligence—all without manual reporting. Quick Implementation Steps Connect Accounts: Set up credentials for Zoho CRM, Google Sheets, Slack, and OpenAI in n8n. Prepare Sheet: Create a Google Sheet with headers: Deal_Name, Stage, Created_Time, Closed_Time (or Modified_Time). Configure Nodes: Zoho Trigger: Ensure it pulls your deals. Google Sheets: Link your "Historical Data" sheet to both the "Fetch" and "Log" nodes. OpenAI Nodes: Configure your OpenAI API key for AI analysis. Slack: Select your #sales-insights channel. Activate: Turn on the workflow to start receiving AI-enhanced real-time insights on deal closure. What It Does This n8n workflow serves as an AI-powered automated data analyst for your sales team. Whenever a deal is fetched from Zoho CRM, the workflow first filters for relevance (e.g., recently closed or modified deals). It then cross-references this specific deal against your historical sales data stored in Google Sheets to calculate key performance metrics like "Days to Close" and "Stage Dwell Time." 🤖 AI-Enhanced Features: Sentiment Analysis**: Analyzes deal descriptions and communications for emotional tone and risk indicators Predictive Analytics**: Uses historical patterns to predict win probability and expected close dates Smart Recommendations**: Generates AI-powered, data-driven process improvement suggestions Data Visualization**: Creates charts and trend analysis for performance metrics Performance Scoring**: Calculates comprehensive performance scores and risk levels Beyond simple calculations, the workflow applies AI intelligence to generate human-readable insights. It determines if a deal was faster or slower than average, identifies which stage caused delays, analyzes sentiment for risk assessment, predicts outcomes, and suggests specific process improvements based on the data. Finally, it closes the loop by broadcasting these AI-enhanced focused insights to a Slack channel for immediate team visibility and logging the new deal's performance back into Google Sheets. This ensures your historical dataset grows richer and more accurate with every closed deal, continuously improving the quality of future AI predictions. Who’s It For Sales Managers**: To monitor team performance and identify coaching opportunities without digging into CRM reports. RevOps Professionals**: To automate the collection of cycle-time data and spot process bottlenecks. Small Business Owners**: To get enterprise-grade sales analytics without hiring a data analyst. Sales Teams**: To get immediate feedback on their wins and losses, fostering a culture of continuous improvement. Prerequisites n8n Instance**: A self-hosted or cloud version of n8n. Zoho CRM Account**: With permission to read Deals. Google Account**: Access to Google Sheets. Slack Workspace**: Permission to post messages to channels. OpenAI Account**: API access for GPT-4 model integration. Google Sheet**: A formatted sheet to store and retrieve historical deal data. How to Use & Setup 1. Google Sheet Setup Create a new Google Sheet. In the first row, add the following headers (the workflow tries to match various case formats, but these are recommended): Deal_Name Stage Created_Time Closed_Time Stage_History (Optional, for advanced dwell time analysis) 2. Configure Credentials In your n8n dashboard, ensure you have authenticated: Zoho CRM Google Sheets Slack OpenAI** (for AI-powered analysis) 3. Node Configuration Zoho CRM - Deal Trigger**: This node is set to "Get All" deals. You might want to adjust this to a Trigger node that listens for "Deal Updated" or "Deal Created" events for real-time automation, or keep it as a scheduled poll. Filter Recent Deals (Code Node)**: Currently configured to process deals closed in the last 7 days and limit to 10 items. No changes needed unless you want to process larger batches. Fetch Historical Averages (Google Sheets)**: Select your Credential. Resource: Document -> Select your prepared Sheet. Operation: Get Many ("GetAll" or "Read"). Return All: True. AI Sentiment Analysis (OpenAI)**: Select your OpenAI Credential. Model: GPT-4 (recommended for best results). Automatically analyzes deal sentiment and emotional tone. AI Predictive Analytics (OpenAI)**: Uses historical data to predict outcomes and win probabilities. Provides risk assessment and expected close dates. AI Smart Recommendations (OpenAI)**: Generates intelligent, context-aware recommendations. Prioritizes suggestions based on impact and feasibility. Advanced Data Visualization**: Creates charts for cycle trends, stage distribution, and performance metrics. Generates data for visual analysis and reporting. Slack Notification**: Select your Credential. Channel: Enter the name of your channel (e.g., #sales-insights). Now includes AI-enhanced insights in the message format. Log to Historical Sheet (Google Sheets)**: Select your Credential. Resource: Document -> Select the same sheet as above. Operation: Append. 4. Running the Workflow Test**: Click "Execute Workflow" manually to test with the "Zoho CRM - Deal Trigger" (conceptually acting as a manual fetch here). Production*: Switch the trigger to a legitimate *Schedule Trigger (e.g., run every morning) or a Zoho CRM Trigger (Real-time) to automate the process. How To Customize Nodes Adjusting the Risk/Insight Logic The core intelligence lives in the Analyze Cycle code node. You can modify the JavaScript here to change thresholds. Change "Slow" Threshold**: Look for if (totalDays > avgDays * 1.25). Change 1.25 to 1.5 to only flag deals that are 50% slower than average. custom Suggestions**: Add new if statements in the // Process improvement suggestions section to add your own coaching advice based on specific stages or owners. Customizing AI Prompts The AI nodes use specific prompts that can be customized: AI Sentiment Analysis**: Modify the prompt in the OpenAI node to focus on specific aspects (e.g., competitor mentions, pricing concerns). AI Predictive Analytics**: Adjust the prediction criteria or add custom factors relevant to your business. AI Smart Recommendations**: Customize the recommendation style or focus on specific business objectives. Changing the Output Format The Slack Notification node uses a template. You can customize the message layout by editing the Text field. You can use standard Slack markdown (e.g., bold, italics) and add variables from specific fields in your CRM (like "Lead Source" or "Competitor"). AI Model Configuration Model Selection**: Change from GPT-4 to GPT-3.5-turbo for faster processing (slightly less accurate). Temperature Adjustment**: Modify creativity level in AI responses (0.0 = deterministic, 1.0 = highly creative). Token Limits**: Adjust response length for more detailed or concise AI outputs. Add‑ons To extend the functionality of this workflow, consider adding: Weekly Report Email**: Add an "Email" node at the end to send a summary digest to the CEO every Friday. Manager Alert**: Add an IF node before Slack to tag the Sales Manager (@user) only if the totalDays exceeds 60 days or if AI risk level is "High". CRM Update: Write the calculated "Days to Close" and **AI predictions back into custom fields in Zoho CRM so you can report on it directly inside Zoho. Dashboard Integration**: Send visualization data to tools like Grafana or Power BI for real-time dashboards. Competitor Analysis**: Add AI node to analyze deal descriptions for competitor mentions and market trends. Use Case Examples 1. Post-Mortem on Lost Deals When a deal is marked "Closed Lost," the workflow calculates how long it sat in each stage. AI sentiment analysis detects negative communication patterns, and the Slack alert highlights this bottleneck, prompting a review of the negotiation strategy. 2. Celebrating Efficiency A deal closes in 15 days when the average is 45. The workflow identifies this anomaly, calculates it is "66% faster than average," AI predicts high success factors, and posts a celebratory message, asking the rep to share what worked. 3. Reviewing Stalled Deals By changing the trigger to look for open deals, you can use this logic to flag active deals that have already exceeded the average winning cycle time, signaling they are "at risk." AI predictive analytics provides win probability for each stalled deal. 4. Onboarding Usage New sales reps can see immediate feedback on their deals compared to the company historical average, helping them calibrate their pace without constant manager intervention. AI recommendations provide personalized coaching tips. 5. Product/Service Specific Analysis Duplicate the workflow and filter by "Product Type" in the Code node. Maintain separate Google Sheets for "Enterprise" vs "SMB" deal cycles to get more accurate baselines for different business lines. AI sentiment analysis can identify product-specific communication patterns. 6. AI-Enhanced Deal Scoring NEW: The workflow now provides AI-powered deal scoring, sentiment-based risk assessment, and predictive win probabilities, enabling sales teams to prioritize high-potential deals and focus resources effectively. Troubleshooting Guide | Issue | Possible Cause | Solution | | :--- | :--- | :--- | | No insights generated | Google Sheet is empty or headers don't match. | Ensure your Google Sheet has at least one row of valid historical data with matching headers (Created_Time, Closed_Time). | | "Invalid Date" errors | Date formats in Zoho or Sheets are inconsistent. | Check that your system regional settings match. The Code node expects standard date strings. | | Slack message is empty | Deal_Name or sensitive data is missing. | The "Check Valid Data" node filters out incomplete records. Ensure your test deals have a Name and timestamps. | | Workflow times out | Too many deals being processed. | The "Filter Recent Deals" node limits to 10 items. If you remove this limit, n8n may timeout on large datasets. Keep the batch size small. | | Google Sheets Error | Authentication or Sheet ID missing. | Re-authenticate your Google account and re-select the Document and Sheet from the list in the node settings. | | AI nodes not working | OpenAI API key missing or invalid. | Configure your OpenAI credentials in n8n settings and ensure the API key has sufficient credits. | | AI responses too slow | Using GPT-4 with large datasets. | Switch to GPT-3.5-turbo for faster processing, or reduce the amount of data sent to AI nodes. | | Sentiment analysis inaccurate | Limited deal description data. | Ensure your Zoho deals have meaningful descriptions and communication logs for better sentiment analysis. | | Predictions seem wrong | Insufficient historical data. | AI predictions improve with more historical data. Ensure at least 50+ historical deals for accurate predictions. | Need Help? Setting up custom analytics or complex logic in Code nodes can be tricky. If you need help tailoring this workflow to your specific business rules, creating advanced Add-ons or integrating with other CRMs: Contact WeblineIndia We specialize in building robust business process automation solutions. Whether you need a simple tweak or a fully custom enterprise automation suite, our experts are ready to assist. Reach out to us today to unlock the full potential of your sales data!

How it works The workflow triggers on a new checkout event from Shopify and extracts all relevant cart data. It filters carts based on value and age to isolate qualified abandoned checkouts. For each qualified cart, it sends a follow-up email, updates or creates the corresponding HubSpot contact, and generates a CRM note linked to that contact. Finally, it logs the processed cart into Google Sheets for tracking and review. Step-by-step Trigger on new Shopify checkout** Shopify Trigger – Starts the workflow when a new checkout is created. Normalize and structure cart data** Parse Cart Data – Extracts email, customer name, items, cart totals, timestamps, and hours since creation. Filter carts that meet follow-up criteria** Filter Qualified Carts – Passes only carts older than 12 hours and valued above 50. Send follow-up message** Send a message – Delivers a reminder email to the customer about the pending checkout. Create or update CRM contact** Create or update a contact – Ensures the shopper exists as a HubSpot contact. Prepare CRM note details** Generates Note Data – Builds a structured note containing timing, cart details, and follow-up context. Create the HubSpot note** Create HubSpot Note – Submits the prepared note to HubSpot’s CRM. Associate note with the contact** Associate Note with Contact in HubSpot – Links the generated note to the correct HubSpot contact. Record activity in tracker sheet** Log to Google Sheets – Appends processed cart fields including items, totals, timestamps, and customer info. Why use this? Identifies high-value or long-abandoned carts automatically and follows up without manual effort. Keeps CRM records updated and adds contextual notes sales teams can act on. Maintains a structured audit trail of every abandoned cart interaction. Improves recovery chances by combining email outreach with CRM enrichment and logging. Enables analysis of abandoned checkout patterns directly from Google Sheets.

This workflow automates AI-powered search insights by combining SE Ranking AI Search data with OpenAI summarization. It starts with a manual trigger and fetches the time-series AI visibility data via the SE Ranking API. The response is summarized using OpenAI to produce both detailed and concise insights. The workflow enriches the original metrics with these AI-generated summaries and exports the final structured JSON to disk, making it ready for reporting, analytics, or further automation. Who this is for This workflow is designed for: SEO professionals & growth marketers** tracking AI search visibility Content strategists** analyzing how brands appear in AI-powered search results Data & automation engineers** building SEO intelligence pipelines Agencies** producing automated search performance reports for clients What problem is this workflow solving? SE Ranking’s AI Search API provides rich but highly technical time-series data. While powerful, this data: Is difficult to interpret quickly Requires manual analysis to extract insights Is not presentation-ready for reports or stakeholders This workflow solves that by automatically transforming raw AI search metrics into clear, structured summaries, saving time and reducing analysis friction. What this workflow does At a high level, the workflow: Accepts input parameters such as target domain, AI engine, and region Fetches AI search visibility time-series data from SE Ranking Uses OpenAI GPT-4.1-mini to generate: A comprehensive summary A concise abstract summary Enriches the original dataset with AI-generated insights Exports the final structured JSON to disk for: Reporting Dashboards Further automation or analytics Setup Prerequisites n8n (self-hosted or cloud)** SE Ranking API access** OpenAI API key** Setup Steps If you are new to SE Ranking, please signup on seranking.com Import the workflow JSON into n8n Configure credentials: SE Ranking using HTTP Header Authentication. Please make sure to set the header authentication as below. The value should contain a Token followed by a space with the SE Ranking API Key. OpenAI for GPT-4.1-mini Open Set the Input Fields and update: target_site (e.g., your domain) engine (e.g., ai-overview) source (e.g., us, uk, in) Verify the file path in Write File to Disk Click Execute Workflow How to customize this workflow to your needs You can easily extend or tailor this workflow: Change analysis scope** Update domain, region, or AI engine Modify AI outputs** Adjust prompts or output schema for insights like trends, risks, or recommendations Replace storage** Send output to: Google Sheets Databases S3 / cloud storage Webhooks or BI tools Automate monitoring** Add a Cron trigger to run daily, weekly, or monthly Summary This workflow turns raw SE Ranking AI Search data into clear, executive-ready insights using OpenAI GPT-4.1-mini. By combining automated data collection with AI summarization, it enables faster decision-making, better reporting, and scalable SEO intelligence without manual analysis.

🤖 Autonomous Email Assistant - AI-Powered Inbox Management > Transform Your Email Workflow with Intelligent Automation This advanced n8n workflow creates a fully autonomous email assistant that processes incoming emails through AI-powered classification, generates contextually-aware responses in your personal brand voice, and automatically organizes your inbox. Perfect for: Professionals managing high email volumes who want to maintain response quality while saving hours each week. 🎯 What This Workflow Does The Autonomous Email Assistant monitors your Outlook inbox and intelligently processes every incoming email through a sophisticated multi-stage pipeline: 🏷️ Smart Classification - Automatically categorizes emails into 7 distinct types (Commercial/Spam, Internal, Meeting, Newsletter, Notifications, Urgent, Other) ✍️ AI Response Generation - Creates draft responses tailored to the email type, maintaining your unique communication style 📅 Meeting Automation - Checks your calendar availability and handles meeting requests automatically ⚡ Priority Handling - Sends Slack notifications for urgent emails requiring immediate attention 📂 Inbox Organization - Files processed emails into categorized folders with AI tagging 📊 Comprehensive Logging - Records all processed emails and responses in Excel for audit trails ✨ Key Features 🔍 Dual Classification System Primary LLM classifier for fast categorization Secondary text classifier for validation 7 predefined categories with smart routing logic 🎨 Brand Voice Integration Maintains consistent communication style across all responses Customizable writing patterns and key phrases Professional tone with configurable formality levels 📆 Intelligent Meeting Handler Calendar integration with availability checking Automatic event creation for confirmed meetings Suggests alternative times when unavailable Maintains 15-minute buffers between meetings Respects working hours (8:30 AM - 5:00 PM) 👤 Human-in-the-Loop for Critical Emails Slack notifications for urgent messages Approval workflow with feedback incorporation Draft responses for review before sending 📥 Complete Inbox Management Auto-marking as read AI category tagging for tracking Organized folder archiving by email type Excel logging for analytics and compliance 🛠️ Workflow Requirements 🔐 Required Credentials Microsoft Outlook OAuth2** - Email access, calendar permissions Microsoft Excel 365** - For logging workbook OpenRouter API** - GPT-5-mini model recommended Slack OAuth2** - Optional, for urgent notifications 💻 Technical Stack | Component | Technology | |-----------|-----------| | AI Model | OpenRouter GPT-5-mini | | Email Provider | Microsoft Outlook | | Data Storage | Microsoft Excel 365 | | Notifications | Slack | | Polling Interval | Every minute (configurable) | ⚙️ How It Works Stage 1️⃣: Email Ingestion Microsoft Outlook Trigger monitors inbox → Information Extractor pulls sender details Stage 2️⃣: Classification Dual AI classifiers determine email category → Routes to appropriate handler Stage 3️⃣: Response Generation General emails** → emailReplier Meeting requests** → AI Agent with calendar tools Urgent emails** → urgentReplier + Slack notification Others** → Context-aware handler Stage 4️⃣: Brand Voice Application All responses pass through brand voice nodes for style consistency Stage 5️⃣: Organization ✅ Mark as read 🏷️ Apply AI category tag 📁 Archive to appropriate folder 📝 Log to Excel 🎛️ Customization Options 📋 Adjust Classification Categories Modify the Virtual Postman categories to match your specific needs. Add industry-specific classifications or merge existing ones. ✏️ Personalize Brand Voice The embedded brand voice prompts can be completely customized: Update key phrases and sign-offs Adjust sentence length preferences Modify formality and tone Add company-specific terminology ⚙️ Configure Response Behaviors Change meeting scheduling preferences Update working hours Modify urgent email criteria Adjust buffer times between meetings 🔔 Notification Preferences Switch Slack to email notifications Add multiple notification channels Customize urgency thresholds 💼 Use Cases | Role | Benefits | |------|----------| | 🎯 Busy Executives | Handle routine correspondence while maintaining personal touch | | 🎧 Customer Support | First-line response generation with consistent brand voice | | 💰 Sales Teams | Automated meeting scheduling and follow-up management | | 📊 Project Managers | Internal communication routing and priority handling | | 💡 Consultants | Client communication management across multiple projects | 🚀 Setup Guide Import Workflow - Import the JSON into your n8n instance Configure Credentials - Add all four required OAuth2 connections Create Excel Workbook - Set up "Email Automator" workbook with specified columns Create Outlook Folders - Add the 7 category folders to your Outlook Customize Brand Voice - Update the brand voice prompts with your writing style Test Classification - Send test emails to verify category routing Activate Workflow - Enable the workflow to start processing ⚠️ Important Notes ⚡ All urgent emails require human approval before sending 📝 Most responses are saved as drafts for review 📊 Comprehensive Excel logging enables quality assurance 🏷️ AI tagging allows easy identification of automated processing 📅 Calendar integration respects existing commitments 🔒 Data Privacy & Security This workflow processes emails locally within your n8n instance. Email content is sent to OpenRouter for AI processing. Review OpenRouter's data policies and ensure compliance with your organization's data handling requirements. 📜 Version History v1.0 - Initial Release 7-category classification system Brand voice integration Meeting automation Excel logging Slack notifications 💬 Support & Community For questions, customization help, or to share improvements, visit the n8n community forum. This workflow is designed to be highly customizable - adapt it to your specific needs! Created by: Didac Fernandez Girona | AutoSolutions.ai - AI Consulting Services Tags: email automation AI assistant outlook calendar management brand voice inbox organization meeting scheduler

Newsletter Sign-up with Email Verification & Welcome Email Automation 📋 Description A complete, production-ready newsletter automation workflow that validates email addresses, sends personalized welcome emails, and maintains comprehensive logs in Google Sheets. Perfect for marketing teams, content creators, and businesses looking to build high-quality email lists with minimal manual effort. ✨ Key Features Email Verification Real-time validation** using Verifi Email API Checks email format (RFC compliance) Verifies domain existence and MX records Detects disposable/temporary email addresses Identifies potential spoofed emails Automated Welcome Emails Personalized HTML emails** with subscriber's first name Beautiful, mobile-responsive design with gradient headers Branded confirmation and unsubscribe links Sent via Gmail (or SMTP) automatically to valid subscribers Smart Data Handling Comprehensive logging** to Google Sheets with three separate tabs Handles incomplete submissions gracefully Preserves original user data throughout verification process Tracks source attribution for multi-channel campaigns Error Management Automatic retry logic on API failures Separate logging for different error types Detailed technical reasons for invalid emails No data loss with direct webhook referencing 🎯 Use Cases Newsletter sign-ups** on websites and landing pages Lead generation** forms with quality control Marketing campaigns** requiring verified email lists Community building** with automated onboarding SaaS product launches** with email collection Content creator** audience building E-commerce** customer list management 📊 What Gets Logged Master Log (All Subscribers) Timestamp, name, email, verification result Verification score and email sent status Source tracking, disposable status, domain info Invalid Emails Log Detailed rejection reasons Technical diagnostic information MX record status, RFC compliance Provider information for troubleshooting Invalid Submissions Log Incomplete form data Missing required fields Timestamp for follow-up 🔧 Technical Stack Trigger: Webhook (POST endpoint) Email Verification: Verifi Email API Email Sending: Gmail OAuth2 (or SMTP) Data Storage: Google Sheets (3 tabs) Processing: JavaScript code nodes for data formatting 🚀 Setup Requirements Google Account - For Sheets and Gmail integration Verifi Email API Key - (https://verifi.email) Google Sheets - Pre-configured with 3 tabs (template provided) 5-10 minutes - Quick setup with step-by-step instructions included 📈 Benefits ✅ Improve Email Deliverability - Remove invalid emails before sending campaigns ✅ Reduce Bounce Rates - Only send to verified, active email addresses ✅ Save Money - Don't waste email credits on invalid addresses ✅ Better Analytics - Track conversion rates by source ✅ Professional Onboarding - Personalized welcome experience ✅ Scalable Solution - Handles high-volume sign-ups automatically ✅ Data Quality - Build a clean, high-quality subscriber list 🎨 Customization Options Email Template** - Fully customizable HTML design Verification Threshold** - Adjust score requirements Brand Colors** - Match your company branding Confirmation Flow** - Add double opt-in if desired Multiple Sources** - Track different signup forms Language** - Easily translate email content 📦 What's Included ✅ Complete n8n workflow JSON (ready to import) ✅ Google Sheets template structure ✅ Responsive HTML email template ✅ Setup documentation with screenshots ✅ Troubleshooting guide ✅ Customization examples 🔒 Privacy & Compliance GDPR-compliant with unsubscribe links Secure data handling via OAuth2 No data shared with third parties Audit trail in Google Sheets Easy data deletion/export 💡 Quick Stats 12 Nodes** - Fully automated workflow 3 Data Paths** - Valid, invalid, and incomplete submissions 100% Uptime** - When properly configured Instant Processing** - Real-time email verification Unlimited Scale** - Based on your API limits 🏆 Perfect For Marketing Agencies SaaS Companies Content Creators E-commerce Stores Community Platforms Educational Institutions Membership Sites Newsletter Publishers 🌟 Why Use This Workflow? Instead of manually verifying emails or dealing with bounce complaints, this workflow automates the entire process from sign-up to welcome email. Save hours of manual work, improve your email deliverability, and create a professional first impression with every new subscriber. Start building a high-quality email list today!

📝 Say goodbye to manual invoice checking! This smart workflow automates your entire invoice processing pipeline using AI, OCR, and Google Sheets. ⚙️ What This Workflow Does: 📥 1. Reads an invoice PDF — Select a local PDF invoice from your machine. 🔍 2. Extracts raw text using OCR — Converts scanned or digital PDFs into readable text. 🧠 3. AI Agent processes the text — Transforms messy raw text into clean JSON using natural language understanding. 🧱 4. Structures and refines the JSON — Converts AI output into a structured, usable format. 🔄 5. Splits item-wise data — Extracts individual invoice line items with all details. 🆔 6. Generates unique keys — Creates a unique identifier for each item for tracking. 📊 7. Updates Google Sheet — Adds extracted items to your designated sheet automatically. 📂 8. Fetches master item data — Loads your internal product master to validate against. ✅ 9. Validates item name & cost — Compares extracted items with your official records to verify accuracy. 📌 10. Updates results per item — Marks each item as Valid or Invalid in the sheet based on matching. 💼 Use Case: Perfect for businesses, freelancers, or operations teams who receive invoices and want to automate validation, detect billing errors, and log everything seamlessly in Google Sheets — all using the power of AI + n8n. > 🔁 Fast. Accurate. Zero manual work. #OCR #AI #Invoices #Automation.

📊 Description Automatically track SDK releases from GitHub, compare documentation freshness in Notion, and send Slack alerts when docs lag behind. This workflow ensures documentation stays in sync with releases, improves visibility, and reduces version drift across teams. 🚀📚💬 What This Template Does Step 1: Listens to GitHub repository events to detect new SDK releases. 🧩 Step 2: Fetches release metadata including version, tag, and publish date. 📦 Step 3: Logs release data into Google Sheets for record-keeping and analysis. 📊 Step 4: Retrieves FAQ or documentation data from Notion. 📚 Step 5: Merges GitHub and Notion data to calculate documentation drift. 🔍 Step 6: Flags SDKs whose documentation is over 30 days out of date. ⚠️ Step 7: Sends detailed Slack alerts to notify responsible teams. 🔔 Key Benefits ✅ Keeps SDK documentation aligned with product releases ✅ Prevents outdated information from reaching users ✅ Provides centralized release tracking in Google Sheets ✅ Sends real-time Slack alerts for overdue updates ✅ Strengthens DevRel and developer experience operations Features GitHub release trigger for real-time monitoring Google Sheets logging for tracking and auditing Notion database integration for documentation comparison Automated drift calculation (days since last update) Slack notifications for overdue documentation Requirements GitHub OAuth2 credentials Notion API credentials Google Sheets OAuth2 credentials Slack Bot token with chat:write permissions Target Audience Developer Relations (DevRel) and SDK engineering teams Product documentation and technical writing teams Project managers tracking SDK and doc release parity Step-by-Step Setup Instructions Connect your GitHub account and select your SDK repository. Replace YOUR_GOOGLE_SHEET_ID and YOUR_SHEET_GID with your tracking spreadsheet. Add your Notion FAQ database ID. Configure your Slack channel ID for alerts. Run once manually to validate setup, then enable automation.