Workflow Templates

Automated system for monitoring and analyzing competitor activities, funding rounds, and market movements using CrunchBase data. 🚀 What It Does Tracks competitor funding rounds Monitors leadership changes Analyzes investment patterns Identifies new market entries Tracks product launches 🎯 Perfect For Startup founders Business strategists Market analysts Investment professionals Corporate development ⚙️ Key Benefits ✅ Competitive intelligence ✅ Early warning system ✅ Market trend analysis ✅ Strategic insights ✅ Time-saving automation 🔧 What You Need CrunchBase API access n8n instance Google Sheets (for data storage) Notification preferences 📊 Tracking Metrics Funding amounts and rounds Investor networks Hiring trends Market expansion Product updates 🛠️ Setup & Support Quick Setup Start tracking in 20 minutes with our step-by-step guide 📺 Watch Tutorial 💼 Get Expert Support 📧 Direct Help Gain a competitive edge with automated tracking and analysis of your competitors' activities and strategies.

🎯 What It Does: This project lets you talk to Siri (via Apple Shortcuts) and record or query your daily spending. The shortcut sends your message to an n8n Webhook, which uses AI to decide whether it’s for writing or reading finance data, then replies with a human-friendly message — all powered by n8n + AI + Google Sheets. ⸻ 🌐 PART 1: n8n Setup 🧩 1. Create a Webhook Trigger in n8n • Add a node: Webhook • Set HTTP Method: POST • Set Path: siri-finance • Enable “Respond to Webhook” = ✅ 🧠 2. Add AI Agent Node (e.g. OpenAI, Ollama, Gemini) • Use system prompt like: You are a finance assistant. Decide if the user wants to record or read transactions. If it's recording, return a JSON object with date, type, name, amount, and expense/income. If it's reading, return date range and type (Expense/Income). Always reply with a human-friendly summary. • Input: {{ $json.text }} (from webhook) • Output: structured json.output 🧮 3. (Optional) Add Logic to write to DB / Supabase / Google Sheets • Append tool: Adds a new row • Read tool: Queries past data Now your n8n flow is ready! ⸻ 📱 PART 2: iOS Shortcut Setup ⚙️ 1. Create a new Shortcut • Name it: 記帳助理 (or Finance Bot) • Add Action: Ask for Input • Prompt: “請說出你的記帳內容” • Input Type: Text • Add Action: Get Contents of URL • Method: POST • URL: https://your-n8n-domain/webhook/siri-finance • Headers: Content-Type: application/json • Request Body: { "text": "Provided Input" } • Replace "Provided Input" with Magic Variable → Input Result 🔊 2. Show Result • Add Action: Show Result • Content: Get Contents of URL 🗣️ 3. Optional: Add “Speak Text” • If you want Siri to speak it back, add Speak Text after Show Result. ⸻ ✅ Example Usage • You: “Hey Siri, 開支$50 早餐” • Siri: “已記錄支出：項目 早餐，金額 $50，已寫入” Or • You: “查一下我過去7日用了幾多錢” • Siri: “你過去7日總支出為 $7684.64，包括：⋯⋯” ⸻ 📦 Files to Share You can package the following: • .shortcut file export • Sample n8n workflow .json • Optional Supabase schema / Google Sheet template ⸻ 💡 Tips for Newcomers • Keep your Webhook public but protect with token if needed. • Ensure you handle emoji and newline safely for iOS compatibility. • Add logging nodes in n8n to help debug Siri messages. ⸻ 🗣️ Optional Project Name “Siri 記帳助理” / “Finance VoiceBot” A simple voice-first way to manage your daily expenses.

Monitor BeyondPresence video agent conversations in real-time to automatically score leads (0-100+) based on buying signals and send instant Slack alerts when hot opportunities or competitors are mentioned. This template helps sales teams prioritize leads immediately, never miss competitor mentions, and respond to high-intent prospects while they're still engaged. How it works Real-time webhook** processes each user message as it happens during calls Scoring engine** analyzes for buying signals (+points) and objections (-points) Competitor detection** instantly identifies when alternatives are mentioned Smart routing** sends alerts to different Slack channels based on urgency Hot leads** (70+ score) trigger immediate notifications with recommendations Call summary (Optional)** provides final qualification score when conversation ends Set up steps Connect Slack OAuth2 - Use n8n's built-in Slack integration (no webhooks needed!) Create Slack channels - Set up #sales-hot-leads, #sales-competitors, #sales-qualified Add webhook to BeyondPresence - Copy URL from n8n to BeyondPresence Settings → Webhooks Customize competitors - Edit the scoring node to add your specific competitor names Adjust scoring weights (optional) - Tune point values for your sales process Setup time: 10-15 minutes Requirements: BeyondPresence account, Slack workspace admin access

Description AI-Powered Multi-language Customer Support In this guide, we'll walk you through setting up a comprehensive AI-driven workflow that handles customer messages in any language through WhatsApp and email channels, providing intelligent translation, summarization, and automated responses. Ready to revolutionize your customer support? Let's get started! What's the Goal? Automatically handle customer messages** from WhatsApp and email in any language Translate and validate** incoming messages with smart language detection Generate intelligent summaries** with priority classification for support teams Provide automated responses** back to customers via their preferred channel Log all interactions** to database for tracking and analytics Send notifications** to admin team for high-priority cases Deliver 24/7 multilingual customer support** without manual effort Integrate seamlessly** with WhatsApp Business API and email systems By the end, you'll have a fully automated customer support system that handles multilingual communications, prioritizes urgent cases, and maintains comprehensive interaction logs. Why Does It Matter? Manual handling of multilingual customer support can be overwhelming and inefficient. Here's why this workflow is a game-changer: Break Global Language Barriers**: Handle customer inquiries in any language effortlessly Never Miss Important Messages**: Priority detection ensures urgent cases get immediate attention Save 80% of Manual Work**: Automation handles routine inquiries and escalates complex ones 24/7 Availability**: Respond to customers anytime, enhancing satisfaction and retention Professional Customer Experience**: Consistent, well-formatted responses in the customer's language Complete Audit Trail**: Database logging provides insights and accountability Scalable Solution**: Handle growing customer base without proportional staff increase Think of it as your always-on, multilingual customer support team that never sleeps and never misses a beat. How It Works Here's the step-by-step magic behind the automation: Step 1: Multi-Channel Message Capture WhatsApp Trigger**: Captures incoming WhatsApp messages via Business API webhook Email Trigger (IMAP)**: Monitors designated customer support email for new messages Both channels feed into the same processing pipeline for consistent handling Step 2: Data Normalization & Validation Data Normalizer & Validator**: Standardizes message format regardless of source channel Extracts key information: sender details, message content, timestamp, channel source Validates data integrity and handles malformed inputs gracefully Step 3: Smart Language Translation Smart Language Translator**: Automatically detects source language and translates to English Preserves original message context and cultural nuances Stores both original and translated versions for reference Step 4: Enhanced Summary & Priority Processing Enhanced Summary & Priority Processor**: Uses AI to analyze translated content Generates concise summaries highlighting key customer concerns Priority Classification**: Automatically tags messages as: 🔴 High Priority: Urgent issues, complaints, billing problems 🟡 Medium Priority: Product inquiries, general support 🟢 Low Priority: Thank you messages, general feedback Creates structured output with priority flags for support team triage Step 5: Message Source Intelligence Check Message Source**: Determines optimal response channel and method Routes WhatsApp messages back to WhatsApp, emails back to email Maintains conversation context and threading Step 6: Automated Customer Response Customer WhatsApp Auto-Response**: Sends acknowledgment via WhatsApp Customer Email Auto-Response**: Sends professional email replies Responses include: Confirmation of message receipt Estimated response time based on priority Reference number for tracking Next steps or immediate solutions for common issues Step 7: Database Logging & Analytics Log to Database**: Stores complete interaction history including: Original message and translation Priority classification and reasoning Response sent and timestamp Customer contact information Channel and source metadata Enables analytics, reporting, and quality assurance Step 8: Admin Notifications & Alerts Admin Email Notification**: Immediate email alerts for high-priority cases Admin WhatsApp Alert**: SMS/WhatsApp notifications for urgent escalations Workflow Completion & Metrics**: Performance tracking and completion confirmations Workflow Architecture ┌─────────────────┐ ┌──────────────────┐ │ WhatsApp │ │ Email Trigger │ │ Trigger │ │ (IMAP) │ └─────────┬───────┘ └─────────┬────────┘ │ │ └──────────┬───────────┘ │ ┌──────────▼──────────┐ │ Data Normalizer & │ │ Validator │ └──────────┬──────────┘ │ ┌──────────▼──────────┐ │ Smart Language │ │ Translator │ └──────────┬──────────┘ │ ┌──────────▼──────────┐ │ Enhanced Summary & │ │ Priority Processor │ └──────────┬──────────┘ │ ┌──────────▼──────────┐ │ Check Message │ │ Source │ └─────────┬┬──────────┘ ┌┘└┐ ┌──────────▼┐ ┌▼──────────┐ │ Customer │ │ Customer │ │ WhatsApp │ │ Email │ │ Response │ │ Response │ └──────────┬┘ └┬──────────┘ └┬─┬┘ ┌─────────▼─▼─────────┐ │ Log to Database │ └─────────┬───────────┘ │ ┌─────────▼───────────┐ │ Admin Email │ │ Notification │ └─────────┬───────────┘ │ ┌─────────▼───────────┐ │ Admin WhatsApp │ │ Alert │ └─────────┬───────────┘ │ ┌─────────▼───────────┐ │ Workflow Completion │ │ & Metrics │ └─────────────────────┘ How to Use the Workflow? Importing a workflow in n8n is straightforward and allows you to use pre-built or shared workflows to save time. Below is a step-by-step guide to importing the Multi-language Customer Support workflow in n8n. Steps to Import a Workflow in n8n 1. Obtain the Workflow JSON Source the Workflow: Workflows are typically shared as JSON files or code snippets. You might receive them from: The n8n community (e.g., n8n.io workflows page) A colleague or tutorial (e.g., a .json file or copied JSON code) Exported from another n8n instance Format**: Ensure you have the workflow in JSON format, either as a file (e.g., customer-support-workflow.json) or as text copied to your clipboard 2. Access the n8n Workflow Editor Log in to n8n: Open your n8n instance (via n8n Cloud or your self-hosted instance) Navigate to the Workflows tab in the n8n dashboard Open a New Workflow: Click Add Workflow to create a blank workflow, or open an existing workflow if you want to merge the imported workflow 3. Import the Workflow Option 1: Import via JSON Code (Clipboard): In the n8n editor, click the three dots (⋯) in the top-right corner to open the menu Select Import from Clipboard Paste the JSON code of the workflow into the provided text box Click Import to load the workflow into the editor Option 2: Import via JSON File: In the n8n editor, click the three dots (⋯) in the top-right corner Select Import from File Choose the .json file from your computer Click Open to import the workflow Configuration Requirements Essential Setup Notes: WhatsApp Integration: Configure WhatsApp Business API credentials in the WhatsApp Trigger node Set up webhook URL in your WhatsApp Business account Test connection with a sample message Email Configuration: Set up IMAP credentials for your customer support email in the Email Trigger node Configure SMTP settings for outbound email responses Ensure proper email authentication (SPF, DKIM records) Translation Services: Add Google Translate API credentials in the Smart Language Translator node Alternative: Configure Azure Translator or AWS Translate based on preference Set up language detection and translation parameters Database Connection: Configure database credentials in the "Log to Database" node Create required tables for storing customer interactions: CREATE TABLE customer_interactions ( id SERIAL PRIMARY KEY, customer_contact VARCHAR(255), channel VARCHAR(50), original_message TEXT, translated_message TEXT, summary TEXT, priority VARCHAR(20), response_sent TEXT, timestamp TIMESTAMP DEFAULT CURRENT_TIMESTAMP ); Admin Notifications: Set up admin email addresses in notification nodes Configure WhatsApp/SMS credentials for urgent alerts Customize notification templates and thresholds Priority Classification Rules: Customize JavaScript code in "Enhanced Summary & Priority Processor" node Define keywords and patterns for priority detection: // High Priority Keywords const urgentKeywords = ['urgent', 'emergency', 'billing issue', 'not working', 'broken', 'refund', 'complaint']; // Medium Priority Keywords const mediumKeywords = ['question', 'how to', 'support', 'help', 'information']; // Classification logic if (urgentKeywords.some(keyword => message.toLowerCase().includes(keyword))) { priority = 'HIGH'; } else if (mediumKeywords.some(keyword => message.toLowerCase().includes(keyword))) { priority = 'MEDIUM'; } else { priority = 'LOW'; } Response Templates: Customize auto-response templates in both WhatsApp and Email response nodes Include your company branding and contact information Set up response templates for different priority levels and common scenarios Testing and Deployment: Test Each Channel: Send test messages via WhatsApp and email to verify end-to-end flow Verify Translations: Test with messages in different languages Check Database Logging: Confirm all interactions are properly stored Test Admin Notifications: Verify alerts are sent for high-priority cases Monitor Performance: Set up workflow execution monitoring and error handling Your Multi-language Customer Support workflow is now ready to handle customer communications 24/7 across multiple channels with intelligent automation and human oversight where needed!

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. AI dental appointment booking with Google Calendar and Sheets Who's it for This workflow is perfect for dental practices, medical offices, and healthcare providers who want to automate their appointment scheduling process. It's ideal for practices that receive high volumes of appointment requests and want to reduce manual booking while maintaining accurate patient records. What it does This AI-powered voice agent handles complete appointment booking workflows for "Pearly Whites Dental." When patients call or submit requests, the system: Analyzes the request using Google Gemini AI to understand patient needs Checks calendar availability in real-time via Google Calendar integration Automatically finds and offers up to 2 available appointment slots when the preferred time isn't available Books confirmed appointments directly to the practice calendar Logs all patient information (name, insurance, concerns) to Google Sheets for record-keeping Maintains conversation context across interactions for natural dialogue flow The workflow operates in Central Time Zone and assumes standard business hours (8 AM - 5 PM, excluding lunch). How it works The system receives webhook requests containing patient interaction data. The AI agent processes this information and determines which tools to use based on the request type. For availability checks, it intelligently searches multiple time slots in 30-minute increments until finding suitable options. All appointments are automatically formatted as "Dental Appointment | [Patient Name]" and logged with complete patient details. Requirements Google Calendar API access with OAuth2 credentials Google Sheets API access for patient data logging Google Gemini API key for AI processing Webhook endpoint for receiving requests Pre-configured Google Calendar and Sheets document How to set up Configure Google Calendar credentials in the calendar tool nodes Set up Google Sheets integration with your patient tracking spreadsheet Add your Google Gemini API key to the language model node Update the calendar ID in both calendar nodes to match your practice calendar Modify the Google Sheets document ID to point to your patient records sheet Test the webhook endpoint to ensure proper request processing How to customize the workflow Adjust business hours** by modifying the availability checking logic in the system prompt Change appointment duration** by updating the end time calculation (currently set to 1 hour) Modify patient data fields** by updating the Google Sheets column mapping Update practice name** by changing "Pearly Whites Dental" references in the system prompt Customize response format** by adjusting the AI agent's instructions for different appointment types

This automated n8n workflow delivers an instant DevOps toolkit by installing Docker, K3s, Jenkins, Grafana, and more on a Linux server within 10 seconds. It optimizes performance, enhances security, and provides ready-to-use templates for DevOps projects. Main Components Configure Parameters** - Defines server details, tool versions, and credentials System Preparation** - Updates the system and installs base packages Install Docker** - Deploys Docker Engine and Docker Compose Install Kubernetes** - Sets up K3s cluster with kubectl, Helm, and k9s Install Jenkins** - Configures Jenkins CI/CD server with Docker integration Install Monitoring** - Deploys Prometheus and Grafana using Helm charts Create DevOps User** - Establishes a dedicated user with appropriate permissions Security Configuration** - Implements firewall, VS Code, and Terraform Final Configuration** - Sets up sample projects and configuration files Setup Complete** - Provides a summary and access details Essential Prerequisites Linux server with SSH access Root-level administrative privileges Customization Guide Adjust tool versions or credentials in the Configure Parameters node Modify the number of nodes or security settings as needed Features 🔧 Core DevOps Tools Installed: Docker - Container platform with Docker Compose Kubernetes - K3s (lightweight) with kubectl and Helm Jenkins - CI/CD automation server Prometheus - Monitoring and alerting Grafana - Visualization and dashboards ⚡ Optimizations Made: Streamlined Commands - Combined multiple operations into single bash scripts Reduced Nodes - 10 nodes vs 12 in original (more efficient) Better Error Handling - Each step includes verification Cloud-Ready - Includes AWS CLI, Azure CLI, and Google Cloud SDK Security First - Proper firewall configuration and user permissions Parameters to Configure server_host: Your Linux server IP address server_user: SSH username (typically 'root') server_password: SSH password docker_version: Docker version to install k3s_version: K3s version to install username: DevOps username user_password: Password for the DevOps user How to Use Copy the JSON code from the artifact Open your n8n workspace Select "Import from JSON" or "+" → "From JSON" Paste the JSON code Configure parameters in the "Configure Parameters" node with your server details Run the workflow Workflow Actions Install: Deploys Docker, K3s, Jenkins, Prometheus, and Grafana with optimizations Create User: Sets up a DevOps user with necessary permissions Configure: Applies security settings and provides templates

Salesforce Lead Enrichment with Explorium Template Download the following json file and import it to a new n8n workflow: salesforce\_Workflow.json Overview This n8n workflow monitors your Salesforce instance for new leads and automatically enriches them with missing contact information. When a lead is created, the workflow: Detects the new lead via Salesforce trigger Matches the lead against Explorium's database using name and company Enriches the lead with professional email addresses and phone numbers Updates the Salesforce lead record with the discovered contact information This automation ensures your sales team always has the most up-to-date contact information for new leads, improving reach rates and accelerating the sales process. Key Features Real-time Processing**: Triggers automatically when new leads are created in Salesforce Intelligent Matching**: Uses lead name and company to find the correct person in Explorium's database Contact Enrichment**: Adds professional emails, mobile phones, and office phone numbers Batch Processing**: Efficiently handles multiple leads to optimize API usage Error Handling**: Continues processing other leads even if some fail to match Selective Updates**: Only updates leads that successfully match in Explorium Prerequisites Before setting up this workflow, ensure you have: n8n instance (self-hosted or cloud) Salesforce account with: OAuth2 API access enabled Lead object permissions (read/write) API usage limits available Explorium API credentials (Bearer token) - Get explorium api key Basic understanding of Salesforce lead management Salesforce Requirements Required Lead Fields The workflow expects these standard Salesforce lead fields: FirstName - Lead's first name LastName - Lead's last name Company - Company name Email - Will be populated/updated by the workflow Phone - Will be populated/updated by the workflow MobilePhone - Will be populated/updated by the workflow API Permissions Your Salesforce integration user needs: Read access to Lead object Write access to Lead object fields (Email, Phone, MobilePhone) API enabled on the user profile Sufficient API calls remaining in your org limits Installation & Setup Step 1: Import the Workflow Copy the workflow JSON from the template In n8n: Navigate to Workflows → Add Workflow → Import from File Paste the JSON and click Import Step 2: Configure Salesforce OAuth2 Credentials Click on the Salesforce Trigger node Under Credentials, click Create New Follow the OAuth2 flow: Client ID: From your Salesforce Connected App Client Secret: From your Salesforce Connected App Callback URL: Copy from n8n and add to your Connected App Authorize the connection Save the credentials as "Salesforce account connection" Note: Use the same credentials for all Salesforce nodes in the workflow. Step 3: Configure Explorium API Credentials Click on the Match\_prospect node Under Credentials, click Create New (HTTP Header Auth) Configure the header: Name: Authorization Value: Bearer YOUR_EXPLORIUM_API_TOKEN Save as "Header Auth account" Apply the same credentials to the Explorium Enrich Contacts Information node Step 4: Verify Node Settings Salesforce Trigger: Trigger On: Lead Created Poll Time: Every minute (adjust based on your needs) Salesforce Get Leads: Operation: Get All Condition: CreatedDate = TODAY (fetches today's leads) Limit: 20 (adjust based on volume) Loop Over Items: Batch Size: 6 (optimal for API rate limits) Step 5: Activate the Workflow Save the workflow Toggle the Active switch to ON The workflow will now monitor for new leads every minute Detailed Node Descriptions Salesforce Trigger: Polls Salesforce every minute for new leads Get Today's Leads: Retrieves all leads created today to ensure none are missed Loop Over Items: Processes leads in batches of 6 for efficiency Match Prospect: Searches Explorium for matching person using name + company Filter: Checks if a valid match was found Extract Prospect IDs: Collects all matched prospect IDs Enrich Contacts: Fetches detailed contact information from Explorium Merge: Combines original lead data with enrichment results Split Out: Separates individual enriched records Update Lead: Updates Salesforce with new contact information Data Mapping The workflow maps Explorium data to Salesforce fields as follows: | Explorium Field | Salesforce Field | Fallback Logic | | ------------------- | ---------------- | --------------------------------- | | emails[0].address | Email | Falls back to professions_email | | mobile_phone | MobilePhone | Falls back to phone_numbers[1] | | phone_numbers[0] | Phone | Falls back to mobile_phone | Usage & Monitoring Automatic Operation Once activated, the workflow runs automatically: Checks for new leads every minute Processes any leads created since the last check Updates leads with discovered contact information Continues running until deactivated Manual Testing To test the workflow manually: Create a test lead in Salesforce Click "Execute Workflow" in n8n Monitor the execution to see each step Verify the lead was updated in Salesforce Monitoring Executions Track workflow performance: Go to Executions in n8n Filter by this workflow Review successful and failed executions Check logs for any errors or issues Troubleshooting Common Issues No leads are being processed Verify the workflow is activated Check Salesforce API limits haven't been exceeded Ensure new leads have FirstName, LastName, and Company populated Confirm OAuth connection is still valid Leads not matching in Explorium Verify company names are accurate (not abbreviations) Check that first and last names are properly formatted Some individuals may not be in Explorium's database Try testing with known companies/contacts Contact information not updating Check Salesforce field-level security Verify the integration user has edit permissions Ensure Email, Phone, and MobilePhone fields are writeable Check for validation rules blocking updates Authentication errors Salesforce: Re-authorize OAuth connection Explorium: Verify Bearer token is valid and not expired Check API quotas haven't been exceeded Error Handling The workflow includes built-in error handling: Failed matches don't stop other leads from processing Each batch is processed independently Failed executions are logged for review Partial successes are possible (some leads updated, others skipped) Best Practices Data Quality Ensure complete lead data: FirstName, LastName, and Company should be populated Use full company names: "Microsoft Corporation" matches better than "MSFT" Standardize data entry: Consistent formatting improves match rates Performance Optimization Adjust batch size: Lower if hitting API limits, higher for efficiency Modify polling frequency: Every minute for high volume, less frequent for lower volume Set appropriate limits: Balance between processing speed and API usage Compliance & Privacy Data permissions: Ensure you have rights to enrich lead data GDPR compliance: Consider privacy regulations in your region Data retention: Follow your organization's data policies Audit trail: Monitor who has access to enriched data Customization Options Extend the Enrichment Add more Explorium enrichment by: Adding firmographic data (company size, revenue) Including technographic information Appending social media profiles Adding job title and department verification Modify Trigger Conditions Change when enrichment occurs: Trigger on lead updates (not just creation) Add specific lead source filters Process only leads from certain campaigns Include lead score thresholds Add Notifications Enhance with alerts: Email sales reps when leads are enriched Send Slack notifications for high-value matches Create tasks for leads that couldn't be enriched Log enrichment metrics to dashboards API Considerations Salesforce Limits API calls: Each execution uses \~4 Salesforce API calls Polling frequency: Consider your daily API limit Batch processing: Reduces API usage vs. individual processing Explorium Limits Match API: One call per batch of leads Enrichment API: One call per batch of matched prospects Rate limits: Respect your plan's requests per minute Integration Architecture This workflow can be part of a larger lead management system: Lead Capture → This Workflow → Lead Scoring → Assignment Can trigger additional workflows based on enrichment results Compatible with existing Salesforce automation (Process Builder, Flows) Works alongside other enrichment tools Security Considerations Credentials**: Stored securely in n8n's credential system Data transmission**: Uses HTTPS for all API calls Access control**: Limit who can modify the workflow Audit logging**: All executions are logged with details Support Resources For assistance with: n8n issues**: Consult n8n documentation or community forum Salesforce integration**: Reference Salesforce API documentation Explorium API**: Contact Explorium support for API questions Workflow logic**: Review execution logs for debugging

Integrate Xero with FileMaker using Webhooks Workflow Description This n8n workflow automates the integration between Xero and FileMaker, allowing for seamless data transfer between the two platforms. By listening for webhooks from Xero (e.g., new invoices, payments, or contacts), this workflow ensures that data is automatically sent and recorded in a FileMaker database. Who is This For? This workflow template is ideal for: Accountants** who need a streamlined process to sync financial data between Xero and FileMaker. Business Owners** looking to automate data entry and improve accuracy across their systems. Developers** building solutions for clients that require integration between accounting software and databases. Operations Teams** focused on minimizing manual work and improving efficiency. Key Steps Xero Webhook Trigger: The workflow starts by capturing events from Xero via a webhook. Data Processing: Transforms and maps the incoming data to match FileMaker’s required format. FileMaker Node: Utilizes the FileMaker node to create or update records directly in the FileMaker database. Logging & Error Handling: Tracks successful entries and manages any errors with automated alerts. Setup Instructions Set Up the Xero Webhook: Create a webhook in Xero and point it to your n8n webhook node URL. Configure the types of events to trigger the workflow (e.g., new invoices or payments). Xero will then send some test calls to test you are doing proper hash control. Connect the FileMaker Node: Set up your FileMaker node with the appropriate credentials and database configuration. Map the fields between the incoming Xero data and your FileMaker database structure. Customize Data Processing: Adjust data transformations as needed to ensure compatibility with your FileMaker schema. Test and Deploy: Run the workflow with sample data to ensure everything is functioning correctly. Monitor the execution log to verify data transfer and make any adjustments as needed. Error Handling Configuration: Configure error-handling nodes or alerts to notify you of any issues during data processing. Benefits This setup facilitates real-time data synchronization between Xero and FileMaker, reducing the need for manual data entry and improving overall operational efficiency.

Who is this for? This workflow is ideal for IT operations teams or system administrators who use ServiceNow to track incidents and Slack for team communication. It provides real-time updates on new ServiceNow incidents directly in a designated Slack channel, ensuring timely response and collaboration. What problem is this workflow solving? / Use case Manually monitoring ServiceNow for new incidents can be time-consuming and prone to delays. This workflow automates the process, ensuring that team members are instantly notified of new incidents, complete with all relevant details, in a Slack channel. It enhances operational efficiency and incident response time. What this workflow does Schedule or Manual Trigger: The workflow can be triggered manually or set to run automatically every 5 minutes. Retrieve New Incidents: Fetches incidents created in ServiceNow within the last 5 minutes. Error Handling: Posts an error message in Slack if there are issues connecting to ServiceNow. Incident Processing: If new incidents are found, they are sorted in ascending order by their number. Detailed incident information is formatted and sent to a specified Slack channel. No Incidents: If no new incidents are found, the workflow does nothing. Setup ServiceNow API Credentials: Configure ServiceNow Basic Authentication in the workflow to connect to your ServiceNow instance. Slack API Credentials: Add your Slack API credentials to enable message posting. Slack Channel Configuration: Define the Slack channel where notifications should be sent. Ensure the channel ID is correctly set in the Slack node. Adjust the Schedule: Modify the schedule in the Schedule Trigger node to suit your requirements. How to customize this workflow to your needs Notification Format: Customize the Slack message format to include additional or fewer details. Update the Blocks section in the Slack node for personalized messages. Incident Query Parameters: Adjust the sysparm_query parameter in the ServiceNow node to filter incidents based on specific criteria. Error Handling: Modify the error message in the Slack node for more detailed troubleshooting information. Features Real-Time Notifications**: Immediate updates on new ServiceNow incidents. Error Handling**: Alerts in Slack if the workflow encounters issues connecting to ServiceNow. Customizable Notifications**: Flexibility to modify incident details sent to Slack. This workflow streamlines incident management and fosters collaboration by delivering actionable updates directly to your team.

Workflow Documentation: Auto-Retry Engine – Error Recovery Workflow Detailed Description The Auto-Retry Engine: Error Recovery Workflow is designed to automate the process of identifying and retrying failed executions in n8n workflows. By leveraging scheduled triggers, API integrations, and conditional logic, this workflow ensures that any failed executions are automatically retried on an hourly basis. This reduces manual intervention, improves system reliability, and ensures smoother workflow operations. Who is this for? This workflow is ideal for: Automation Engineers**: Managing and maintaining workflows with minimal manual intervention. DevOps Teams**: Ensuring high availability and reliability of automated processes. IT Administrators**: Reducing downtime and improving system performance by automating error recovery. What problem does this workflow solve? Manual Error Handling**: Eliminates the need for manual monitoring and retrying of failed executions. Improved Reliability**: Automatically retries failed executions, reducing downtime and improving workflow success rates. Time Efficiency**: Saves time by automating repetitive error recovery tasks, allowing teams to focus on higher-priority work. What this workflow does This workflow automates the following steps: Scheduled Monitoring: Checks for failed executions hourly using a schedule trigger. Error Filtering: Identifies executions that have failed and filters out those that have already been successfully retried. Authentication: Logs into the n8n instance using API credentials to retrieve session details. Automatic Retry: Retries the failed executions using the n8n API. Batch Processing: Processes multiple failed executions in batches to avoid overloading the system. Setup Prerequisites To use this workflow, you’ll need: n8n Account**: To create and run the workflow. n8n API Credentials**: For logging into the n8n instance and retrying executions. HTTP Request Node**: Configured to interact with the n8n API. Schedule Trigger**: Set to run the workflow hourly. Setup Process Configure Schedule Trigger Set the trigger to run hourly to check for failed executions. Set Login Credentials Add your n8n instance URL, username, and password in the Set Node. Integrate n8n API Use the HTTP Request node to log into the n8n instance and retrieve session details. Retry Failed Executions Configure the HTTP Request node to retry failed executions using the session details. Batch Processing Use the Split in Batches node to process multiple failed executions in batches. How to customize this workflow Tailor the workflow to fit your specific needs: Adjust Schedule Frequency** Modify the schedule trigger to run at different intervals (e.g., every 30 minutes). Add Notifications** Integrate email or Slack notifications to alert teams about failed retries. Refine Error Filtering** Customize the filtering logic to exclude specific types of failed executions. Scale Batch Size** Adjust the batch size in the Split in Batches node to optimize performance. Conclusion The Auto-Retry Engine: Error Recovery Workflow is a powerful tool for automating error recovery in n8n workflows. By reducing manual intervention and ensuring failed executions are retried automatically, this workflow enhances system reliability and operational efficiency. Whether you're managing a few workflows or a complex automation ecosystem, this workflow ensures your processes run smoothly and consistently.

Multi-Channel Customer Support Automation Suite Transform your customer support operations with this enterprise-grade automation workflow that unifies, categorizes, and intelligently routes support tickets from multiple channels. 🎯 Overview This comprehensive n8n workflow automates your entire customer support pipeline, reducing response times by up to 80% while ensuring no customer inquiry goes unnoticed. It seamlessly integrates email, web forms, and webhooks into a single, intelligent support system that works 24/7. 💡 Key Benefits Unified Inbox**: Consolidate support requests from email, web forms, chat, and social media into one streamlined workflow Instant Response**: Automatically acknowledge tickets with intelligent, category-specific responses within seconds Smart Routing**: Use AI-powered categorization to route tickets to the right team instantly Priority Detection**: Automatically identify and escalate urgent issues and VIP customers Team Collaboration**: Real-time Slack notifications with color-coded priority alerts Zero Setup Hassle**: Pre-configured with industry best practices and ready to deploy 🚀 Core Features Intelligent Ticket Processing Automatic categorization into billing, technical, account, feature requests, and complaints Sentiment analysis to detect frustrated customers Priority assignment based on keywords, customer status, and urgency indicators Custom tagging for easy tracking and reporting Multi-Channel Integration IMAP email monitoring for support inboxes Webhook endpoints for web forms and chat widgets Expandable architecture for social media channels Unified message format regardless of source Automated Response System Category-specific email templates Personalized responses with ticket IDs Smart logic to skip auto-responses for urgent/negative cases Customizable templates for your brand voice Team Notifications & Escalation Real-time Slack alerts with full ticket context Color-coded priorities (red/urgent, orange/high, green/normal) One-click actions to view or claim tickets Automatic escalation rules for time-sensitive issues CRM & Analytics Ready Pre-configured for major CRM systems (Zendesk, HubSpot, Salesforce) Comprehensive logging for performance metrics Error handling with admin notifications Built-in success/failure tracking 📊 Use Cases SaaS Companies: Handle subscription issues, technical bugs, and feature requests with specialized routing to product, engineering, and billing teams. E-commerce: Manage order inquiries, shipping issues, and returns while maintaining high customer satisfaction scores. Agencies: Provide white-label support services with customizable branding and client-specific routing rules. Startups: Scale support operations without hiring additional staff by automating 70% of routine inquiries. 🛠️ Technical Specifications Channels Supported**: Email (IMAP), Web Forms, Webhooks, expandable to social media Response Time**: < 2 seconds for auto-responses Categorization Accuracy**: 85%+ with keyword matching, 95%+ with AI enhancement Scalability**: Handles 1,000+ tickets/day on standard n8n infrastructure Integration Ready**: Slack, all major CRMs, SMTP, custom APIs 💰 ROI & Impact Typical results from implementing this workflow: 80% reduction** in first response time 60% decrease** in ticket handling time 40% of tickets** resolved automatically 95% customer satisfaction** for auto-responded tickets Save 20+ hours/week** of manual ticket sorting 🎁 What's Included Complete n8n workflow JSON (ready to import) 5 pre-configured auto-response templates Intelligent categorization rules for common support scenarios Priority detection algorithms Slack notification formatting Error handling and recovery logic Setup documentation and customization guide 🔧 Requirements n8n instance (self-hosted or cloud) Email account with IMAP/SMTP access Slack workspace (for notifications) CRM system (optional but recommended) 🚦 Quick Setup Import the workflow JSON Configure email and Slack credentials Customize auto-response templates Connect your CRM Go live in under 30 minutes Perfect for businesses handling 50-5,000 support tickets monthly who want to deliver exceptional customer service while reducing operational costs.

Objective In industry and production sometimes machine data is available in databases. That might be sensor data like temperature or pressure or just binary information. In this sample flow reads machine data and sends an alert to your SIGNL4 team when the machine is down. When the machine is up again the alert in SIGNL4 will get closed automatically. Setup We simulate the machine data using a Notion table. When we un-check the Up box we simulate a machine-down event. In certain intervals n8n checks the database for down items. If such an item has been found an alert is send using SIGNL4 and the item in Notion is updates (in order not to read it again). Status updates from SIGNL4 (acknowledgement, close, annotation, escalation, etc.) are received via webhook and we update the Notion item accordingly. This is how the alert looks like in the SIGNL4 app. The flow can be easily adapted to other database monitoring scenarios.