Workflow Templates

Inquiry Form to Personalised WhatsApp Message Overview This workflow creates a smart, automated system for capturing leads from an inquiry form, initiating personalized WhatsApp message via Unipile API, and updating your Google Sheet CRM. It uses AI to craft initial outreach messages and logs the success or failure of each message sent, ensuring you track every lead effectively. This automation helps you engage leads quickly and efficiently, without manual effort. Use Case This workflow is ideal for: Sales Teams**: Automate the first touchpoint with new leads, qualifying them and initiating conversations. Small Businesses**: Provide immediate, personalized responses to inquiries, enhancing customer experience. Customer Support**: Quickly gather more context from users after they fill out a help form. Lead Generation**: Streamline the process from form submission to active lead engagement and CRM tracking. How It Works Form Submission Trigger: The workflow is activated when someone submits an "Inquiry Form." This form collects essential lead details such as: Full Name Email WhatsApp number Company Name "How can we help you?" (a notes field) AI Crafts Personalized Message: An OpenAI node, acting as "Alex" (a friendly, approachable human assistant), generates a short, personalized, and engaging opening message for the lead. This message directly addresses the lead by their first name and includes an open-ended question to encourage them to share more details about their needs. WhatsApp Outreach: The AI then uses the WhatsApp API (via Unipile) to send this personalized message directly to the lead's WhatsApp number. Unipile is key here, as it allows sending messages without prior chat history and can connect to your personal WhatsApp. Log Success or Failure: The AI checks the response from the WhatsApp API. If the WhatsApp message is sent successfully: The lead's details, along with the personalized message, WhatsApp chat ID, and message ID, are logged into a "Successful" sheet in your Google Sheet CRM. If the WhatsApp message fails to send: The lead's information, the attempted message, and the reason for failure are logged into a "Failed" sheet in your Google Sheet CRM. This helps you identify and follow up on problematic leads. How to Set It Up To set up your Lead Capture Agent, follow these steps: Google Sheet Setup: Copy the Template: Make a copy of the provided Google Sheet Template ("Sales Agent" with "Successful" and "Failed" sheets) into your own Google Drive. Connect Google Sheets: Ensure your Google Sheets OAuth2 API credentials are set up in n8n and linked to the "Google Sheets" and "Google Sheets3" nodes. Update Sheet IDs: In both "Google Sheets" and "Google Sheets3" nodes, update the documentId with the ID of your copied "Sales Agent" Google Sheet. Unipile (WhatsApp API) Credentials: Sign up for Unipile: Get your DSN and API key from Unipile (they offer a 7-day free trial). Replace Placeholders: In the "Whatsapp API" node, replace <YOUR_DSN>, <YOUR_API_KEY>, and <YOUR_ACCOUNT_ID> with your actual Unipile credentials. OpenAI API Key: Connect your OpenAI API key as an API credential in n8n and link it to the "OpenAI" node. Inquiry Form Setup: The "Enquiry Form" node generates a public webhook URL. You can embed this form on your website or share the URL directly. Alternatively, if you use your own form solution, configure it to send data via a webhook to the URL provided by the "Enquiry Form" node. Import the Workflow: Import the provided workflow JSON into your n8n instance. Activate and Test: Once all settings are complete, activate the workflow. Test it by submitting a new entry through the "Inquiry Form." Check your Google Sheet to see the lead captured and the message status. This workflow is designed to ensure no lead falls through the cracks, giving your sales or support team a powerful edge!

This workflow retrieves all Squarespace Orders and saves them into a Google Sheets spreadsheet using the Squarespace Commerce API. It uses pagination to ensure all orders are collected efficiently. How It Works The workflow queries your Squarespace Orders API. It fetches data in paginated batches and inserts them into Google Sheets. The Global node is used to configure API parameters dynamically, allowing users to set date filters, pagination, and fulfillment status. The workflow runs on demand or on a schedule, ensuring your data stays up to date. Parameters This workflow allows you to customize the API request using the Global node settings: api-version** (string, required) – The current API version (see Squarespace Orders API documentation). modifiedAfter**={a-datetime} (string, conditional) – Fetch orders modified after a specific date (ISO 8601 format). modifiedBefore**={b-datetime} (string, conditional) – Fetch orders modified before a specific date (ISO 8601 format). cursor**={c} (string, conditional) – Used for pagination, cannot be combined with other filters. fulfillmentStatus**={status} (optional, enum) – Filter by fulfillment status: PENDING, FULFILLED, or CANCELED. maxPage** – Set -1 to enables infinite pagination to fetch all available orders. Requirements Credentials To use this workflow, you need: Squarespace API Key – Retrieve from your Squarespace settings. Google Sheets API credentials – Required to insert data into a spreadsheet. Google Sheets Setup Use the Squarespace order export feature to create a reference sheet. Google Sheets template is available Who Is This For? This workflow is designed for: Squarespace store owners exporting orders for tax reports, analytics, or sales tracking. Businesses automating order data retrieval for external reporting. Anyone needing an efficient way to extract Squarespace order data without manual effort. Explore More Templates Get all orders in Shopify to Google Sheets Sync Shopify customers to Google Sheets + Squarespace compatible csv 👉 Check out my other n8n templates

This n8n template allows you to send emails with a custom alias from your Gmail account Since the native Gmail node has some limitations regarding use of email aliases, this template allows you to set up your own internal endpoint/sub-workflow to send emails as an email alias . How it works This workflow uses a Code node and the Gmail API via an HTTP node to format the email content and send using an alias on your Gmail account. Setup instructions You must have added the email address as an alias you wish to send as in your Gmail account, guide on how to do so here. You must have created a Gmail credential in N8N, guide on how to do so here. Use your Gmail OAuth Credential in the HTTP node. Use this template as an API endpoint or a sub-workflow, and send this payload to it via POST: { "senderName": "SENDER NAME HERE", "fromEmail": "FROM EMAIL HERE", "replyTo": "REPLY TO EMAIL HERE", "toEmail": "jacob@vwork.digital", "subject": "SUBJECT LINE HERE", "htmlBody": "HTML BODY HERE - MUST BE JSON STRINGIFIED", "file_urls": [ "FILE URLS FOR ATTACHMENTS HERE" ] } Notes Only the following are required fields: fromEmail toEmail subject htmlBody Customizing this workflow You can easily convert this to a sub-workflow by swapping out the Webhook trigger for a "When executed by another workflow" trigger

This workflow randomly select recipes from a Mealie instance (can use a specific category) and then creates a meal plan in Mealie with those recipes. How it works: Workflow has a scheduled trigger (set to run weekly on a Friday) Config node sets a few properties to configure the workflow A call to the Mealie API to get the list of recipes The code node holds most of the logic, this will loop through the number of recipes defined in the config node and randomly select a recipe from the list (making sure not to double up any recipes) Once all the recipes are selected it will call the Mealie API to set up the meal plan on the days Setup Add your Mealie API token as a credential and set it on the Http Request nodes Set the relevant schedule trigger to run when you like Update the Config node with the config you want numberOfRecipes - Number of recipes to populate for the meal plan offsetPlanDays - Number of days in the future to start the plan (0 will start it today, 1 tomorrow, etc.) mealieCategoryId - A category id of the category you want to pull in recipes from (default to select from all recipes) mealieBaseUrl - The base url of your Mealie instance

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. This workflow automates summarizing YouTube videos by accepting a YouTube URL via a form, fetching the video transcript using Apify, and then generating a concise summary with OpenAI GPT. Setup Instructions Prerequisites: Apify account with access to the YouTube Transcript actor. OpenAI API key (for GPT-4o-mini model). n8n instance with the Apify and OpenAI credentials configured. Configuration Steps Apify Setup: Configure Apify API credentials in the Apify node. Ensure the YouTube Transcript actor ID (1s7eXiaukVuOr4Ueg) is correct. OpenAI Setup: Add your OpenAI API key in the OpenAI Chat Model node. Confirm model selection is set to gpt-4o-mini. Customization Modify form field to accept additional inputs if needed. Adjust Apify actor input JSON in the Payload node for extra metadata extraction. Customize the summarization options to tweak summary length or style. Change OpenAI prompt or model parameters in the OpenAI Chat Model node for different output quality or tone. Steps 1. On Form Submission Node:** Form Trigger Purpose:** Collect the YouTube video URL from the user via a web form. 2. Prepare Payload Node:** Set Purpose:** Format the YouTube URL and options into the JSON payload for Apify input. 3. Fetch Transcript Node:** Apify Purpose:** Run the YouTube Transcript actor to retrieve video captions and metadata. 4. Extract Captions Purpose:** Isolate the captions field from the Apify response for processing. 5. Summarize Transcript Purpose:** Generate a concise summary of the video captions.

This workflow automatically syncs your Zendesk tickets to your HubSpot contacts. Every 5 minutes, your HubSpot account collects all the newly modified data and updates it into your Zendesk account, updating the current tickets or creating new ones. Prerequisites Zendesk account and Zendesk credentials HubSpot account and HubSpot credentials How it works Cron node triggers the workflow every 5 minutes. Function Item node collects all the tickets received after the last execution timestamp. HubSpot node collects all the recently modified companies. Zendesk node checks all the Zendesk tickets associated with those companies. Merge by key node merges the Zendesk and Hubspot data related to those companies. If node splits the workflow conditionally, based on data received. If the company already exists in, Zendesk node updates organization’sdata. If the company does not exist yet, Zendesk node will create an organization. The Function Item node sets the new last execution timestamp.

How it works Trigger the workflow manually via the n8n UI. Define key parameters like the image prompt, number of images, size, quality, and model. Send a POST request to OpenAI’s image generation API using those inputs. Split the API response to handle multiple images. Convert the base64 image data into downloadable binary files. Set up steps Initial setup takes around 5–10 minutes. You’ll need an OpenAI API key, a configured HTTP Request node with credentials, and to customize the prompt/parameter fields in the “Set Variables” node. No advanced config or external services needed. Important Note You have to make sure to complete OpenAI's new verification requirements to use their new image API: https://help.openai.com/en/articles/10910291-api-organization-verification It only takes a few minutes and does not cost any money.

Who is this for? Marketers, lead generation agencies, freelancers, consultants, and sales teams who need to collect business leads from Google Maps. Small business owners looking to build targeted local business lists. Anyone interested in automating web scraping without coding skills. What problem is this workflow solving? Manually scraping business data from Google Maps is time-consuming and repetitive. This automation simplifies the process by: Collecting business details based on search terms and location. Filtering out irrelevant results. Delivering qualified leads directly to your inbox. What this workflow does This workflow automates Google Maps lead scraping using APIFY and sends the gathered leads via email. The steps include: Collecting user input through a simple form (business type, location, recipient email). Sending an HTTP request to APIFY to run a Google Maps scraper (actor). Filtering results to include only businesses with email addresses. Converting results to CSV format. Sending an automated email with the leads as a CSV attachment via Gmail. Setup Create an APIFY Account: Sign up at APIFY.COM (https://apify.com/). You get $5 in free credits (~1,000 leads). Get Your API Key: Copy your API key from APIFY Prepare n8n: Create a new workflow. Add an HTTP Request node to interact with APIFY. Configure authentication with your API key. Customize the Form: Build a simple form inside n8n to collect user inputs: Business Type, City, Country, Recipient Email. Filter Results: Use IF and Filter nodes to remove entries without email addresses. Convert to CSV: Use a "Spreadsheet File" node to generate a CSV from the filtered leads. Send Email: Use the Gmail node (or any email node) to send the CSV file to the provided recipient. How to customize this workflow to your needs Change search parameters to target different business niches or locations. Add filters to only include businesses with websites. Customize the email subject and body. Integrate with CRM or marketing platforms for direct lead injection. Expand filtering logic for more refined targeting. Notes This template uses APIFY (paid service after free credits). You will need an APIFY API key and a Gmail account (or SMTP credentials) to run this automation. For self-hosted n8n users: ensure you have internet access and proper credentials set up for external HTTP requests. Want A Video Tutorial on How To Setup This Automation : https://www.youtube.com/watch?v=Kz_Gfx7OH6o

This workflow checks a configured list of Github repositories daily to see if a new release has been published. How it works: Workflow has a daily trigger RepoConfig node is a JSON array that defines a list of repositories to check releases for For each of the configured repos it fetches the latest release If the release was published within the last 24 hours it is output The release is sent as a Slack message showing the repo name, release name and link Setup Update the JSON in the RepoConfig node to the Github repos you wish to get notifications for Setup your Slack connection (or replace with your choice of notification)

🔍 Glassdoor Job Finder: Bright Data Scraping + Keyword-Based Automation A comprehensive n8n automation that scrapes Glassdoor job listings using Bright Data's web scraping service based on user-defined keywords, location, and country parameters, then automatically stores the results in Google Sheets. 📋 Overview This workflow provides an automated job search solution that extracts job listings from Glassdoor using form-based inputs and stores organized results in Google Sheets. Perfect for recruiters, job seekers, market research, and competitive analysis. Workflow Description: Automates Glassdoor job searches using Bright Data's web scraping capabilities. Users submit keywords, location, and country via form trigger. The workflow scrapes job listings, extracts company details, ratings, and locations, then automatically stores organized results in Google Sheets for easy analysis and tracking. ✨ Key Features 🎯 Form-Based Input: Simple web form for job type, location, and country 🔍 Glassdoor Integration: Uses Bright Data's Glassdoor dataset for accurate job data 📊 Smart Data Processing: Automatically extracts key job information 📈 Google Sheets Storage: Organized data storage with automatic updates 🔄 Status Monitoring: Built-in progress tracking and retry logic ⚡ Fast & Reliable: Professional scraping with error handling 🎯 Keyword Flexibility: Search any job type with location filters 📝 Structured Output: Clean, organized job listing data 🎯 What This Workflow Does Input Job Keywords:** Job title or role (e.g., "Software Engineer", "Marketing Manager") Location:** City or region for job search Country:** Target country for job listings Processing Form Submission Data Scraping via Bright Data Status Monitoring Data Extraction Data Processing Sheet Update Output Data Points | Field | Description | Example | |-------|-------------|---------| | Job Title | Position title from listing | Senior Software Engineer | | Company Name | Employer name | Google Inc. | | Location | Job location | San Francisco, CA | | Rating | Company rating score | 4.5 | | Job Link | Direct URL to listing | https://glassdoor.com/job/... | 🚀 Setup Instructions Prerequisites n8n instance (self-hosted or cloud) Google account with Sheets access Bright Data account with Glassdoor scraping dataset access 5–10 minutes for setup Step 1: Import the Workflow Copy the JSON workflow code from the provided file In n8n: Workflows → + Add workflow → Import from JSON Paste JSON and click Import Step 2: Configure Bright Data Set up Bright Data credentials in n8n Ensure access to dataset: gd_lpfbbndm1xnopbrcr0 Update API tokens in: "Scrape Job Data" node "Check Delivery Status of Snap ID" node "Getting Job Lists" node Step 3: Configure Google Sheets Integration Create a new Google Sheet (e.g., "Glassdoor Job Tracker") Set up Google Sheets OAuth2 credentials in n8n Prepare columns: Column A: Job Title Column B: Company Name Column C: Location Column D: Rating Column E: Job Link Step 4: Update Workflow Settings Update "Update Job List" node with your Sheet ID and credentials Test the form trigger and webhook URL Step 5: Test & Activate Submit test data (e.g., "Software Engineer" in "New York") Activate the workflow Verify Google Sheet updates and field extraction 📖 Usage Guide Submitting Job Searches Navigate to your workflow's webhook URL Fill in: Search Job Type Location Country Submit the form Reading the Results Real-time job listing data Company ratings and reviews Direct job posting links Location-specific results Processing timestamps 🔧 Customization Options More Data Points:** Add job descriptions, salary, company size, etc. Search Parameters:** Add filters for salary, experience, remote work Data Processing:** Add validation, deduplication, formatting 🚨 Troubleshooting Bright Data connection failed:** Check API credentials and dataset access No job data extracted:** Validate search terms and location format Google Sheets permission denied:** Re-authenticate and check sharing Form submission failed:** Check webhook URL and form config Workflow execution failed:** Check logs, add retry logic Advanced Troubleshooting Check execution logs in n8n Test individual nodes Verify data formats Monitor rate limits Add error handling 📊 Use Cases & Examples Recruitment Pipeline:** Track job postings, build talent database Market Research:** Analyze job trends, hiring patterns Career Development:** Monitor opportunities, salary trends Competitive Intelligence:** Track competitor hiring activity ⚙️ Advanced Configuration Batch Processing:** Accept multiple keywords, loop logic, delays Search History:** Track trends, compare results over time External Tools:** Integrate with CRM, Slack, databases, BI tools 📈 Performance & Limits Single search:** 2–5 minutes Data accuracy:** 95%+ Success rate:** 90%+ Concurrent searches:** 1–3 (depends on plan) Daily capacity:** 50–200 searches Memory:** ~50MB per execution API calls:** 3 Bright Data + 1 Google Sheets per search 🤝 Support & Community n8n Community Forum:** community.n8n.io Documentation:** docs.n8n.io Bright Data Support:** Via your dashboard GitHub Issues:** Report bugs and features Contributing: Share improvements, report issues, create variations, document best practices. Need Help? Check the full documentation or visit the n8n Community for support and workflow examples.

This n8n workflow demonstrates how to automate customer interactions and appointment management via WhatsApp Business bot. After submitting a Google Form, the user receives a notification via WhatsApp. These notifications are sent via a template message. In case user sends a message to the bot, the text and user data is stored in Google Sheets. To reply back to the user, fill in the ReplyText column and change the Status to 'Ready'. In a few seconds n8n will fetch the unsent replies and deliver them one by one via WhatsApp Business node. Customize this workflow to fit your specific needs, connect different online services and enhance your customer communication! 🎉 Setup Instructions To get this workflow up and running, you'll need to: 👇 Create a WhatsApp template message on the Meta Business portal. Obtain an Access Token and WhatsApp Business Account ID from the Meta Developers Portal. This is needed for the WhatsApp Business Node to send messages. Set up a WhatsApp Trigger node with App ID and App Secret from the Meta Developers Portal. Right after that copy the WhatsApp Trigger URL and add it as a Callback URL in the Meta Developers Portal. This trigger is needed to receive incoming messages and their status updates. Connect your Google Sheets account for data storage and management. Check out the documentation page. ⚠️ Important Notes WhatsApp allows automatic custom text messages only within 24 hours of the last user message. Outside with time frame only approved template messages can be sent. The workflow uses a Google Sheet to manage form submissions, incoming messages and prepare responses. You can replace these nodes and connect the WhatsApp bot with other systems.

Who is this for? This workflow is ideal for: Developers** who want to stay updated on issues without constantly checking GitHub. Managers** tracking issue progress in a Telegram group. DevOps teams that need automated notification alerts for new or updated issues. What problem does this workflow solve? Keeping track of GitHub issues manually can be tedious. Teams often miss critical updates because notifications are buried in emails or dashboards. This workflow automates the process by fetching new or open GitHub issues and instantly sending notifications to a specified Telegram chat. What this workflow does This workflow connects GitHub and Telegram to provide real-time issue notifications: Fetch GitHub Issues – Retrieves new or open issues from a selected GitHub repository. Format the Issue Details – Extracts key information like issue title, number, status, and URL. Send to Telegram – Posts the formatted issue details to a Telegram group or private chat. Setup Guide Prerequisites Before setting up the workflow, ensure you have: GitHub Personal Access Token**: Required to fetch issue details. Generate it under Developer Settings with repo or public_repo permissions. Telegram Bot Token**: Create a bot via BotFather on Telegram and obtain the token. Telegram Chat ID**: Find the chat ID where the bot should send messages using this method. Step-by-Step Setup Set Up GitHub Node Authenticate using your GitHub token. Choose the repository you want to track. Configure filters (e.g., fetch only open issues). Format Issue Details Extract key details like title, issue number, assignee, and status. Customize the message structure for better readability. Send Message to Telegram Add the Telegram node and enter your bot token. Use the Chat ID to define the recipient. Format the message to include issue details and links. Schedule the Workflow (Optional) Use the Cron node to run this workflow periodically (e.g., every hour). How to Customize This Workflow Filter Issues by Labels**: Modify the GitHub node to fetch only issues with specific labels. Include Additional Fields**: Add issue comments, priority, or assignee details in the message. Send Alerts Based on Priority**: Use conditional logic to send high-priority issues to a different chat. Trigger on Issue Events**: Instead of fetching periodically, use GitHub webhooks (if permitted in the repo) to trigger the workflow on issue creation or updates. Why Use This Workflow? Automates GitHub issue tracking** without manually checking repositories. Instant notifications in Telegram** ensure quick response times. Fully customizable** to fit different team workflows.