Workflow Templates

How It Works This N8N template demonstrates using Foxit's Extraction API to get information from an incoming document and then using Diffbot's APIs to turn the text into a list of organizations mentioned in the document and create a summary. How it works Listen for a new file added to a Google Drive folder. When executed, the bits are downloaded. Upload the bits to Foxit. Call the Extract API to get the text contents of the document. Poll the API to see if it's done, and when it is, grab the text. Send the text to Diffbot API to get a list of entities mentioned in the doc as well as the summary. Use a code step to filter the entities returned from Diffbot to ones that are organizations, as well as filtering to a high confidence score. Use another code step to make an HTML string from the previous data. Email it using the GMail node. Requirements A Google account for Google Drive and GMail Foxit developer account (https://developer-api.foxit.com) Diffbot developer account (https://app.diffbot.com/get-started) Next Steps This workflow assumes PDF input, but Foxit has APIs to convert Office docs to PDF and that flow could be added before the Extract API is called. Diffbot returns an incredible set of information and more could be used in the email. Instead of emailing, you could sort documents by organizations into new folders.

Weekly Timesheet Report + Pending Submissions Workflow Overview This workflow automates the entire weekly timesheet reporting cycle by integrating Salesforce, OpenAI, Gmail, and n8n. It retrieves employee timesheets for the previous week, identifies which were submitted or not, summarizes all line-item activities using OpenAI, and delivers a consolidated, manager-ready summary that mirrors the final email output. The workflow eliminates manual checking, reduces repeated follow-ups, and ensures leadership receives an accurate, structured, and consistent weekly report. Workflow Structure Data Source: Salesforce DBT Timesheet App This workflow requires the Digital Biz Tech – Simple Timesheet managed package to be installed in Salesforce. Install the Timesheet App: https://appexchange.salesforce.com/appxListingDetail?listingId=a077704c-2e99-4653-8bde-d32e1fafd8c6 The workflow retrieves: dbt__Timesheet__c — weekly timesheet records dbt__Timesheet_Line_Item__c — project and activity entries dbt__Employee__c — employee reference and metadata Billable, non-billable, and absence hour details Attendance information These combined objects form the complete dataset used for both submitted and pending sections. Trigger Weekly n8n Schedule Trigger — runs once every week. Submitted Path Retrieve submitted timesheets → Fetch line items → Convert to HTML → OpenAI summary → Merge with employee details. Pending Path Identify “New” timesheets → Fetch employee details → Generate pending submission list. Final Output Merge both paths → Build formatted report → Gmail sends weekly email to managers. Detailed Node-by-Node Explanation 1. Schedule Trigger Runs weekly without manual intervention and targets the previous full week. 2. Timesheet – Salesforce GetAll Fetches all dbt__Timesheet__c records matching: Timesheet for <week-start> to <week-end> Extracted fields include: Employee reference Status Billable, non-billable, absence hours Total hours Reporting period Feeds both processing paths. Processing Path A — Submitted Timesheets 3. Filter Submitted Filters timesheets where dbt__Status__c == "Submitted". 4. Loop Through Each Submitted Record Each employee’s timesheet is processed individually. 5. Retrieve Line Items Fetches all dbt__Timesheet_Line_Item__c entries: Project / Client Activity Duration Work description Billable category 6. Convert Line Items to HTML (Code Node) Transforms line items into well-structured HTML tables for clean LLM input. 7. OpenAI — Weekly Activity Summary OpenAI receives the HTML + Employee ID and returns a 4-point activity summary avoiding: Hours Dates Repeated or irrelevant metadata 8. Fetch Employee Details Retrieves employee name, email, and additional fields if needed. 9. Merge Employee + Summary Combines: Timesheet data Employee details OpenAI summary Creates a unified object. 10. Prepare Submitted Section (Code Node) Produces the formatted block used in the final email: Employee: Name Period: Start → End Status: Submitted Total Hours: ... Timesheet Line Items Breakdown: summary point summary point summary point summary point Processing Path B — Not Submitted Timesheets 11. Identify Not Submitted Timesheets still in dbt__Status__c == "New" are flagged. 12. Retrieve Employee Information Fetches employee name and email. 13. Merge Pending Information Maps each missing submission with its reporting period. 14. Prepare Pending Reporting Block Creates formatted pending entries: TIMESHEET NOT SUBMITTED Employee Name Email: user@example.com Final Assembly & Report Delivery 15. Merge Submitted + Pending Sections Combines all processed data. 16. Create Final Email (Code Node) Builds: Subject HTML body Section headers Manager recipient group Matches the final email layout. 17. Send Email via Gmail Automatically delivers the weekly summary to managers via Gmail OAuth. No manual involvement required. What Managers Receive Each Week 👤 Employee: Name 📅 Period: Start Date → End Date 📌 Status: Submitted 🕒 Total Hours: XX hrs Billable: XX hrs Non-Billable: XX hrs Absence: XX hrs Weekly Requirement Met: ✔️ / ❌ 📂 Timesheet Line Items Breakdown: • Summary point 1 • Summary point 2 • Summary point 3 • Summary point 4 🟥 TIMESHEET NOT SUBMITTED 🟥 Employee Name 📧 Email: user@example.com Data Flow Summary Salesforce → Filter Submitted / Not Submitted ↳ Submitted → Line Items → HTML → OpenAI Summary → Merge ↳ Not Submitted → Employee Lookup → Merge → Code Node formats unified report → Gmail sends professional weekly summary Technologies & Integrations | System | Purpose | Authentication | |------------|----------------------------------|----------------| | Salesforce | Timesheets, Employees, Timesheet Line Items | Salesforce OAuth | | OpenAI | Weekly activity summarization | API Key | | Gmail | Automated email delivery | Gmail OAuth | | n8n | Workflow automation & scheduling | Native | Agent System Prompt Summary > You are an AI assistant that extracts and summarizes weekly timesheet line items. Produce a clean, structured summary of work done for each employee. Focus only on project activities, tasks, accomplishments, and notable positives or negatives. Follow a strict JSON-only output format with four short points and no extra text or symbols. Key Features AI-driven extraction: Converts raw line items into clean weekly summaries. Strict formatting: Always returns controlled 4-point JSON summaries. Error-tolerant: Works even when timesheet entries are incomplete or messy. Seamless integration: Works smoothly with Salesforce, n8n, Gmail, or OpenAI. Setup Checklist Install DBT Timesheet App from Salesforce AppExchange Configure Salesforce OAuth Configure Gmail OAuth Set OpenAI model for summarization Update manager recipient list Activate the weekly schedule Summary This unified workflow delivers a complete, automated weekly reporting system that: Eliminates manual timesheet checking Identifies missing submissions instantly Generates high-quality AI summaries Improves visibility into employee productivity Ensures accurate billable/non-billable tracking Automates end-to-end weekly reporting Need Help or More Workflows? We can integrate this into your environment, tune the agent prompt, or extend it for more automation. We can also help you set it up for free — from connecting credentials to deployment. Contact: shilpa.raju@digitalbiz.tech Website: https://www.digitalbiz.tech LinkedIn: https://www.linkedin.com/company/digital-biz-tech/ You can also DM us on LinkedIn for any help.

Who this is for This workflow is designed for teams that collect feedback or survey responses via Jotform and want to automatically: Analyze sentiment (positive, neutral, negative) of each response. Extract key topics and keywords from qualitative text. Generate AI summaries and structured insights. Store results in Google Sheets and n8n DataTables for easy reporting and analysis. Use Cases Customer experience analysis Market research & survey analysis Product feedback clustering Support ticket prioritization AI-powered blog or insight generation from feedback What this workflow does This n8n automation connects Jotform, Google Gemini, and Google Sheets to turn raw responses into structured insights with sentiment, topics, and keywords. Pipeline Overview Jotform → Webhook → Gemini (Topics + Keywords) → Gemini (Sentiment) → Output Parser → Merge → Google Sheets Jotform Trigger Captures each new submission from your Jotform (e.g., a feedback or survey form). Extracts raw fields ($json.body.pretty) such as name, email, and response text. Format Form Data (Code Node) Converts the Jotform JSON structure into a clean string for AI input. Ensures the text is readable and consistent for Gemini. Topics & Keyword Extraction (Google Gemini + Output Parser) Goal: Identify the main themes and important keywords from responses. { "topics": [ { "topic": "Product Features", "summary": "Users request more automation templates.", "keywords": ["AI templates", "automation", "workflow"], "sentiment": "positive", "importance_score": 0.87 } ], "global_keywords": ["AI automation", "developer tools"], "insights": ["Developers desire more creative, ready-to-use AI templates."], "generated_at": "2025-10-08T10:30:00Z" } Sentiment Analyzer (Google Gemini + Output Parser) Goal: Evaluate overall emotional tone and priority. { "customer_name": "Ranjan Dailata", "customer_email": "ranjancse@gmail.com", "feedback_text": "Please build more interesting AI automation templates.", "sentiment": "positive", "confidence_score": 0.92, "key_phrases": ["AI automation templates", "developer enablement"], "summary": "Customer requests more AI automation templates to boost developer productivity.", "alert_priority": "medium", "timestamp": "2025-10-08T10:30:00Z" } Merge + Aggregate Combines the topic/keyword extraction and sentiment output into a single structured dataset. Aggregates both results for unified reporting. Persist Results (Google Sheets) Writes combined output into your connected Google Sheet. Two columns recommended: feedback_analysis → Sentiment + Summary JSON topics_keywords → Extracted Topics + Keywords JSON Enables easy visualization, filtering, and reporting. Visualization (Optional) Add Sticky Notes or a logo image node in your workflow to: Visually describe sections (e.g., “Sentiment Analysis”, “Topic Extraction”). Embed brand logo: Example AI Output (Combined) { "feedback_analysis": { "customer_name": "Ranjan Dailata", "sentiment": "positive", "summary": "User appreciates current templates and suggests building more advanced AI automations.", "key_phrases": ["AI automation", "developer templates"] }, "topics_keywords": { "topics": [ { "topic": "AI Template Expansion", "keywords": ["AI automation", "workflow templates"], "sentiment": "positive", "importance_score": 0.9 } ], "global_keywords": ["automation", "AI development"] } } Setup Instructions Pre-requisite If you are new to Jotform, Please do signup using Jotform Signup For the purpose of demonstation, we are considering the Jotforms Prebuilt New Customer Registration Form as a example. However, you are free to consider for any of the form submissions. Step 0: Local n8n (Optional) If using local n8n, set up ngrok: ngrok http 5678 Use the generated public URL as your Webhook URL base for Jotform integration. Step 1: Configure the Webhook Copy the Webhook URL generated by n8n (e.g., /webhook-test/f3c34cda-d603-4923-883b-500576200322). You can copy the URL by double clicking on the Webhook node. Make sure to replace the base url with the above Step 0, if you are running the workflow from your local machine. In Jotform, go to your form → Settings → Integrations → Webhooks → paste this URL. Now, every new form submission will trigger the n8n workflow. Step 2: Connect Google Gemini Create a Google Gemini API Credential in n8n. Select the model models/gemini-2.0-flash-exp. Step 3: Create Data Storage Create a DataTable named JotformFeedbackInsights with columns: feedback_analysis (string) topics_keywords (string) Step 4: Connect Google Sheets Add credentials under Google Sheets OAuth2. Link to your feedback tracking sheet. Step 5: Test the Workflow Submit a form via Jotform. Check results: AI nodes return structured JSON. Google Sheet updates with new records. Customization Tips Change the Prompt You can modify the topic extraction prompt to highlight specific themes: You are a research analyst. Extract main topics, keywords, and actionable insights from this feedback: {{ $json.body }} Extend the Output Schema Add more fields like: { "suggested_blog_title": "", "tone": "", "recommendations": [] } Then update your DataTable or Sheets schema accordingly. Integration Ideas Send sentiment alerts to Slack for high-priority feedback. Push insights into Notion, Airtable, or HubSpot. Generate weekly reports summarizing trends across all submissions. Summary This workflow turns raw Jotform submissions into actionable insights using Google Gemini AI — extracting topics, keywords, and sentiment while automatically logging everything to Google Sheets.

📧 AI-Powered Email Categorization & Labeling in Zoho Mail This n8n template demonstrates how to use AI text classification to automatically categorize incoming emails in Zoho Mail and apply the correct label (e.g., Support, Billing, HR). It saves time by keeping your inbox structured and ensures emails are routed to the right category. Use cases include: Routing customer support requests to the correct team. Organizing billing and finance communications separately. Streamlining HR and recruitment email handling. Reducing inbox clutter and ensuring no important message is missed. ℹ️ Good to know You’ll need to configure Zoho OAuth credentials — see Self Client Overview, Authorization Code Flow, and Zoho Mail OAuth Guide. The labels must already exist in Zoho Mail (e.g., Support, Billing, HR). The workflow fetches these labels and applies them automatically. The Zoho Mail API domain changes depending on your account region: .com → Global accounts (https://mail.zoho.com/api/...) .eu → EU accounts (https://mail.zoho.eu/api/...) .in → India accounts (https://mail.zoho.in/api/...) Example: For an EU account, the endpoint would be: https://mail.zoho.eu/api/accounts/<accountID>/updatemessage The AI model used for text classification may incur costs depending on your provider (e.g., OpenRouter). Start by testing with a small set of emails before enabling for your full inbox. 🔄 How it works A new email in Zoho Mail triggers the workflow. OAuth authentication retrieves access to Zoho Mail’s API. All available labels are fetched, and a label map (display name → ID) is created. The AI model analyzes the subject and body to predict the correct category. The workflow routes the email to the right category branch. The matching Zoho Mail label is applied (final node is deactivated by default). 🛠️ How to use Create the required labels (e.g., Support, Billing, HR, etc.) in your Zoho Mail account before running the workflow. Replace the Zoho Mail Account ID in the Set Account ID node. Configure your Zoho OAuth credentials in the Get Access Token node. Update the API base URL to match your Zoho account’s region (.com, .eu, .in, etc.). Activate the Apply Label to Email node once ready for production. Optionally, adjust categories in the AI classifier prompt to fit your organization’s needs. 📋 Requirements Zoho Mail account with API access enabled. Labels created in Zoho Mail for each category you want to classify. OAuth credentials set up in n8n. Correct Zoho Mail API domain (.com, .eu, .in) based on your account region. An AI model (via OpenRouter or other provider) for text classification. 🎨 Customising this workflow This workflow can be adapted to many inbox management scenarios. Examples include: Auto-routing customer inquiries to specific departments. Prioritizing VIP client emails with special labels. Filtering job applications directly into an HR-managed folder.

Generate ready-to-publish short-form videos from text prompts using AI Click on the image to see the Example output in google drive Transform simple text concepts into professional short-form videos complete with AI-generated visuals, narrator voice, background music, and dynamic text overlays - all automatically generated and ready for Instagram, TikTok, or YouTube Shorts. This workflow demonstrates a cost-effective approach to video automation by combining AI-generated images with audio composition instead of expensive AI video generation. Processing takes 1-2 minutes and outputs professional 9:16 vertical videos optimized for social platforms. The template serves as both a showcase and building block for larger automation systems, with sticky notes providing clear guidance for customization and extension. Who's it for Content creators, social media managers, and marketers who need consistent, high-quality video content without manual production work. Perfect for motivational content, storytelling videos, educational snippets, and brand campaigns. How it works The workflow uses a form trigger to collect video theme, setting, and style preferences. ChatGPT generates cohesive scripts and image prompts, while Google Gemini creates themed background images and OpenAI TTS produces narrator audio. Background music is sourced from Openverse for CC-licensed tracks. All assets are uploaded to JsonCut API which composes the final video with synchronized overlays, transitions, and professional audio mixing. Results are stored in NocoDB for management. How to set up JsonCut API: Sign up at jsoncut.com and create an API key at app.jsoncut.com. Configure HTTP Header Auth credential in n8n with header name x-api-key OpenAI API: Set up credentials for script generation and text-to-speech Google Gemini API: Configure access for Imagen 4.0 image generation NocoDB (Optional): Set up instance for video storage and configure database credentials Requirements JsonCut free account with API key OpenAI API access for GPT and TTS Google Gemini API for image generation NocoDB (optional) for result storage How to customize the workflow This template is designed as a foundation for larger automation systems. The modular structure allows easy modification of AI prompts for different content niches (business, wellness, education), replacement of the form trigger with RSS feeds or database triggers for automated content generation, integration with social media APIs for direct publishing, and customization of visual branding through JsonCut configuration. The workflow can be extended for bulk processing, A/B testing multiple variations, or integration with existing content management systems. Sticky notes throughout the workflow provide detailed guidance for common customizations and scaling options.

How it works This workflow automatically generates a new haiku poem every morning using AI, formats it in 5-7-5 structure, saves it to Google Docs, and sends it to your email inbox. Workflow steps: Schedule Trigger – Runs daily at 7:00 AM. AI Agent – Asks AI to output four words (kigo, noun, verb1, verb2) in JSON format. Code in JavaScript – Builds a 5-7-5 haiku using the AI-generated words and sets today’s title. Edit Fields – Prepares document fields (title and body) for Google Docs. Create a document – Creates a new Google Document for the haiku. Prepare Append – Collects the document ID and haiku text for appending. Update a document – Inserts the haiku into the existing Google Doc. Send a message – Sends the haiku of the day to your Gmail inbox. OpenRouter Chat Model – Connects the OpenRouter model used by the AI Agent. Setup steps Connect your OpenRouter API key as a credential (used in the AI Agent node). Update your Google Docs folder ID and Gmail account credentials. Change the email recipient address in the “Send a message” node. Adjust the Schedule Trigger time as you like. Run the workflow once to test and verify document creation and email delivery. Ideal for Writers and poets who want daily creative inspiration. Individuals seeking a fun morning ritual. Educators demonstrating AI text generation in a practical example. ⚙️ Note: Each node includes an English Sticky Note above it for clarity and documentation.

Intelligent chatbot with custom knowledge base Who's it for Businesses, developers, and organizations who need a customizable AI chatbot for internal documentation access, customer support, e-commerce assistance, or any use case requiring intelligent conversation with access to specific knowledge bases. What it does This workflow creates a fully customizable AI chatbot that can be deployed on any platform supporting webhook triggers (websites, Slack, Teams, etc.). The chatbot accesses a personalized knowledge base stored in Supabase and can perform advanced actions like sending emails, scheduling appointments, or updating databases beyond simple conversation. How it works The workflow combines several powerful components: Webhook Trigger: Accepts messages from any platform that supports webhooks AI Agent: Processes user queries with customizable personality and instructions Vector Database: Searches relevant information from your Supabase knowledge base Memory System: Maintains conversation history for context and traceability Action Tools: Performs additional tasks like email sending or calendar booking Technical architecture Chat trigger connects directly to AI Agent Language model, memory, and vector store all connect as tools/components to the AI Agent Embeddings connect specifically to the Supabase Vector Store for similarity search Requirements Supabase account and project AI model API key (any LLM provider of your choice) OpenAI API key (for embeddings - this is covered in Cole Medin's tutorial) n8n built-in PostgreSQL access (for conversation memory) Platform-specific webhook configuration (optional) How to set up Step 1: Configure your trigger The template uses n8n's default chat trigger For external platforms: Replace with webhook trigger and configure your platform's webhook URL Supported platforms: Any service with webhook capabilities (websites, Slack, Teams, Discord, etc.) Step 2: Set up your knowledge base For creating and managing your vector database, follow this comprehensive guide: Watch Cole Medin's tutorial on document vectorization This video shows how to build a complete knowledge base on Supabase The tutorial covers document processing, embedding creation, and database optimization Important: The video explains the OpenAI embeddings configuration required for vector search Step 3: Configure the AI agent Define your prompt: Customize the agent's personality and role Example: "You are the virtual assistant for example.com. Help users by answering their questions about our products and services." Select your language model: Choose any AI provider you prefer (OpenAI, Anthropic, Google, etc.) Set behavior parameters: Define response style, tone, and limitations Step 4: Connect Supabase Vector Store Add the "Supabase Vector Store" tool to your agent Configure your Supabase project credentials Mode: Set to "retrieve-as-tool" for automatic agent integration Tool Description: Customize description (default: "Database") to describe your knowledge base Table configuration: Specify the table containing your knowledge base (example shows "growth_ai_documents") Ensure your table name matches your actual knowledge base structure Multiple tables: You can connect several tables for organized data structure The agent will automatically decide when to search the knowledge base based on user queries Step 5: Set up conversation memory (recommended) Use "Postgres Chat Memory" with n8n's built-in PostgreSQL credentials Configure table name: Choose a name for your chat history table (will be auto-created) Context Window Length: Set to 20 messages by default (adjustable based on your needs) Benefits: Conversation traceability and analytics Context retention across messages Unique conversation IDs for user sessions Stored in n8n's database, not Supabase How to customize the workflow Basic conversation features Response style: Modify prompts to change personality and tone Knowledge scope: Update Supabase tables to expand or focus the knowledge base Language support: Configure for multiple languages Response length: Set limits for concise or detailed answers Memory retention: Adjust context window length for longer or shorter conversation memory Advanced action capabilities The chatbot can be extended with additional tools for: Email automation: Send support emails when users request assistance Calendar integration: Book appointments directly in Google Calendar Database updates: Modify Airtable or other databases based on user interactions API integrations: Connect to external services and systems File handling: Process and analyze uploaded documents Platform-specific deployments Website integration Replace chat trigger with webhook trigger Configure your website's chat widget to send messages to the n8n webhook URL Handle response formatting for your specific chat interface Slack/Teams deployment Set up webhook trigger with Slack/Teams webhook URL Configure response formatting for platform-specific message structures Add platform-specific features (mentions, channels, etc.) E-commerce integration Connect to product databases Add order tracking capabilities Integrate with payment systems Configure support ticket creation Results interpretation Conversation management Chat history: All conversations stored in n8n's PostgreSQL database with unique IDs Context tracking: Agent maintains conversation flow and references previous messages Analytics potential: Historical data available for analysis and improvement Knowledge retrieval Semantic search: Vector database returns most relevant information based on meaning, not just keywords Automatic decision: Agent automatically determines when to search the knowledge base Source tracking: Ability to trace answers back to source documents Accuracy improvement: Continuously refine knowledge base based on user queries Use cases Internal applications Developer documentation: Quick access to technical guides and APIs HR support: Employee handbook and policy questions IT helpdesk: Troubleshooting guides and system information Training assistant: Learning materials and procedure guidance External customer service E-commerce support: Product information and order assistance Technical support: User manuals and troubleshooting Sales assistance: Product recommendations and pricing FAQ automation: Common questions and instant responses Specialized implementations Lead qualification: Gather customer information and schedule sales calls Appointment booking: Healthcare, consulting, or service appointments Order processing: Take orders and update inventory systems Multi-language support: Global customer service with language detection Workflow limitations Knowledge base dependency: Quality depends on source documentation and embedding setup Memory storage: Requires active n8n PostgreSQL connection for conversation history Platform restrictions: Some platforms may have webhook limitations Response time: Vector search may add slight delay to responses Token limits: Large context windows may increase API costs Embedding costs: OpenAI embeddings required for vector search functionality

Overview Get a weekly report on website traffic driven by large language models (LLMs) such as ChatGPT, Perplexity, and Gemini. This workflow helps you track how these tools bring visitors to your site. A weekly snapshot can guide better content and marketing decisions. How it works The trigger runs every Monday. Pull the number of sessions on your website by source/medium from Google Analytics. The code node uses the following regex to filter referral traffic from AI providers like ChatGPT, Perplexity, and Gemini: /^.openai.|.copilot.|.chatgpt.|.gemini.|.gpt.|.neeva.|.writesonic.|.nimble.|.outrider.|.perplexity.|.google.bard.|.bard.google.|.bard.|.edgeservices.|.astastic.|.copy.ai.|.bnngpt.|.gemini.google.$/i; Combine the filtered sessions into one list so they can be processed by an LLM. Generate a short report using the filtered data. Email the report to yourself. Setup Get or connect your OpenAI API key and set up your OpenAI credentials in n8n. Enable Google Analytics and Gmail API access in the Google Cloud Console. (Read more here). Set up your Google Analytics and Gmail credentials in n8n. If you're using the cloud version of n8n, you can log in with your Google account to connect them easily. In the Google Analytics node, add your credentials and select the property for the website you’re working with. Alternatively, you can use your property ID, which can be found in the Google Analytics admin panel under Property > Property Details. The property ID is shown in the top-right corner. Add this to the property field. Under Metrics, select the metric you want to measure. This workflow is configured to use sessions, but you can choose others. Leave the dimension as-is, since we need the source/medium dimension to filter LLMs. (Optional) To expand the list of LLMs being filtered, adjust the regex in the code node. You can do this by copying and pasting one of the existing patterns and modifying it. Example: |.example.| The LLM node creates a basic report. If you’d like a more detailed version, adjust the system prompt to specify the details or formatting you want. Add your email address to the Gmail node so the report is delivered to your inbox. Requirements OpenAI API key for report generation Google Analytics API enabled in Google Cloud Console Gmail API enabled in Google Cloud Console Customizing this workflow The regex used to filter LLM referral traffic can be expanded to include specific websites. The system prompt in the AI node can be customized to create a more detailed or styled report.

Advanced Form Submission to CRM Automation with International Phone Support Who's it for Sales teams, marketing professionals, and business owners who need sophisticated lead management with international phone number support, automated CRM record creation, intelligent duplicate detection, and multi-channel team notifications. What it does This advanced workflow automatically processes form submissions from your website and creates a complete, intelligent CRM structure in Pipedrive. It transforms raw form data into organized sales records including companies, contacts, deals, and relevant notes while handling international phone number formatting and providing real-time team notifications via Discord and WhatsApp messaging. How it works The workflow follows an intelligent automation process with four distinct scenarios: Form Trigger: Captures form submissions from your website (Webflow in this example) Advanced Phone Processing: Automatically detects and formats international phone numbers with proper country codes for 20+ countries including France, Belgium, Switzerland, Germany, Spain, Italy, Morocco, Algeria, Tunisia, and more Intelligent CRM Logic: Uses a sophisticated 4-scenario approach: Scenario A: Existing Organization + Existing Person - Links records and creates new deal Scenario B: Existing Organization + New Person - Creates person, links to organization, creates deal Scenario C: New Organization + Existing Person - Creates organization, links person, creates deal Scenario D: New Organization + New Person - Creates complete new structure from scratch Enhanced Data Management: Adds lead source tracking, custom properties, and conditional data enhancement Multi-Channel Communication: Sends formatted alerts to Discord and personalized WhatsApp messages to leads Requirements Webflow account (or any platform that supports webhook triggers) Pipedrive CRM account with proper API credentials Team notification service: Discord, Slack, Microsoft Teams, email service, or any webhook-compatible notification tool WhatsApp Business API access for lead messaging International phone number handling capability How to set up Step 1: Configure your form trigger Default setup: The template uses Webflow Form Trigger with site ID configuration Alternative platforms: Replace with webhook trigger for other platforms (WordPress, custom websites, etc.) Webhook configuration: Set up your website's form to send data to the n8n webhook URL Form fields: Ensure your form captures the necessary fields: Prénom (First Name) Nom (Last Name) Entreprise (Company) Mail professionnel (Professional Email) Téléphone pro (Professional Phone) URL du site internet (Website URL) Message Step 2: Configure API credentials Set up the following credentials in n8n: Webflow OAuth2: For form trigger authentication (or webhook authentication for other platforms) Pipedrive API: For CRM record creation and management - ensure proper permissions for organizations, persons, deals, and notes Discord Bot API: For team notifications with guild and channel access WhatsApp Business API: For automated lead messaging with phone number ID configuration Step 3: Customize international phone formatting The "international dialing code" node automatically handles: European countries: France (+33), Belgium (+32), Switzerland (+41), Germany (+49), Spain (+34), Italy (+39), Portugal (+351) North African countries: Morocco (+212), Algeria (+213), Tunisia (+216) Global coverage: US/Canada (+1), UK (+44), and many Asian countries Fallback handling: Defaults to French formatting for unrecognized patterns Error management: Uses +330000000000 as fallback for invalid numbers Step 4: Configure Pipedrive settings Adjust Pipedrive-specific settings in deal creation nodes: Deal pipeline stage: Currently set to default stage (customize for your pipeline) Deal ownership: Configure owner_id for appropriate team member assignment Currency settings: Adjust currency code for your business region Custom properties: Lead source automatically set to "Growth AI" (customize as needed) Step 5: Set up team notifications Configure your preferred notification system: Discord (default): Set guild ID: 1377297267014504520, channel ID: 1380469490139009106 Alternative platforms: Replace Discord node with Slack, Teams, email, or custom webhook Message formatting: Customize notification content and structure Multi-channel setup: Add multiple notification nodes for different channels Step 6: Configure WhatsApp messaging Set up automated lead engagement: Phone number ID: Configure WhatsApp Business API phone number (currently: 752773604591912) Message personalization: Uses prospect's first name and customizable content International compatibility: Works with formatted international phone numbers Message templates: Customize welcome messages and follow-up content How to customize the workflow Form platform integration Webflow: Use the existing Webflow trigger with site ID configuration WordPress: Replace with webhook trigger and configure Contact Form 7, Gravity Forms, or WPForms Custom websites: Set up webhook trigger with your form's POST endpoint Landing page builders: Configure webhook integration (Unbounce, Leadpages, Instapage, etc.) Form field mapping: Adjust the "Data refinement" node for your specific form structure Advanced CRM customization Pipeline management: Configure different stage IDs for various lead sources Lead scoring: Add conditional logic for deal values based on form responses Custom fields: Map additional form fields to Pipedrive custom properties Multiple pipelines: Route different form types to different sales pipelines Ownership rules: Implement round-robin or territory-based assignment logic International phone number expansion The phone formatting system supports extensive customization: Additional countries: Add new country patterns to the JavaScript code Regional preferences: Modify default formatting rules for specific regions Validation rules: Implement stricter phone number validation Carrier detection: Add mobile vs. landline detection logic Notification enhancements Multi-platform notifications: Send to Discord, Slack, Teams, and email simultaneously Conditional notifications: Route different lead types to different channels Rich formatting: Add embeds, attachments, or rich text formatting Escalation rules: Implement priority-based notification routing Integration expansion: Connect to internal tools or third-party notification services Data validation and enrichment Email validation: Add email verification steps before CRM creation Company enrichment: Integrate with data enrichment services (Clearbit, ZoomInfo, Apollo) Duplicate detection: Enhanced logic to check for existing contacts across multiple fields Lead qualification: Implement sophisticated scoring based on form responses and external data Data cleaning: Add standardization for company names, job titles, and other fields Advanced conditional logic features Intelligent scenario routing The workflow uses sophisticated logic to determine the correct processing path: Organization detection: Exact matching search for existing companies Person identification: Full name matching within relevant organization contexts Relationship preservation: Maintains proper links between organizations, persons, and deals Data consistency: Ensures no duplicate records while preserving historical relationships Smart data handling Enhanced conditional processing includes: Phone number intelligence: Automatic international formatting with country detection Message processing: Creates deal notes only when message field contains meaningful content URL handling: Adds website URLs as separate notes when provided Empty field management: Gracefully handles incomplete form submissions Custom property management: Adds lead source tracking and other metadata Error handling and resilience Graceful failures: Workflow continues even if individual steps fail Data validation: Comprehensive checks for required fields before processing Notification reliability: Ensures team is notified even if some CRM operations fail Logging capabilities: Detailed error tracking for troubleshooting Rollback mechanisms: Ability to handle partial failures without data corruption Results interpretation CRM structure created For each form submission, the workflow creates: Organization record: Complete company information with proper formatting Person record: Contact information linked to correct organization with phone formatting Deal record: Sales opportunity with appropriate stage, owner, and metadata Enhanced notes: Separate notes for messages and website URLs when provided Proper relationships: Full linking between organization, person, and deal records Custom tracking: Lead source attribution and other custom properties Team notifications and engagement Comprehensive communication includes: Discord notifications: Formatted team alerts with complete prospect information WhatsApp engagement: Personalized messages to leads with international number support Immediate alerts: Real-time notifications for instant follow-up capability Formatted display: Clean, organized presentation of all prospect data Multi-channel flexibility: Easy adaptation to any notification platform Advanced use cases International lead generation Global forms: Handle submissions from multiple countries with proper phone formatting Multi-language support: Process forms in different languages with consistent data structure Regional routing: Route leads to appropriate regional sales teams based on phone country codes Currency handling: Automatic currency assignment based on detected country Sophisticated lead management Lead scoring: Advanced qualification based on company size, industry, and message content Progressive profiling: Build complete prospect profiles over multiple interactions Engagement tracking: Monitor response rates and optimize messaging Attribution analysis: Track lead sources and optimize marketing spend Enterprise integration Custom CRM fields: Map to complex Pipedrive custom field structures Multiple pipelines: Route leads to different sales processes based on criteria Team assignment: Intelligent routing based on territory, expertise, or workload Compliance handling: Ensure data processing meets regional privacy requirements Workflow architecture details Processing phases Form capture and data extraction: Webflow trigger processes submitted data International phone formatting: Advanced JavaScript processing for global numbers Organization discovery: Intelligent search and creation logic Person management: Sophisticated duplicate detection and relationship management Deal creation: Context-aware opportunity generation with proper associations Enhanced communication: Multi-channel notifications and lead engagement Performance characteristics Processing time: Typically completes within 10-15 seconds for complex scenarios Reliability: Built-in error handling ensures high success rates Scalability: Handles high-volume form submissions without performance degradation Flexibility: Easy customization for different business requirements and CRM configurations Limitations and considerations Platform dependencies: Currently optimized for Webflow and Pipedrive but adaptable Phone number coverage: Supports 20+ countries but may need expansion for specific regions CRM limitations: Requires proper Pipedrive API permissions and rate limit considerations Form structure: Field mapping requires customization for different form designs Language considerations: Currently configured for French field names but easily adaptable Notification dependencies: Requires proper configuration of Discord and WhatsApp APIs for full functionality

Automated Solana News Tracker with AI-Powered Weekly Summaries Never miss important Solana ecosystem updates again. This production-ready workflow automatically scrapes crypto news daily, intelligently filters duplicates, stores everything in Google Sheets, and generates AI-powered weekly summaries every Monday—completely hands-free. 🎯 What It Does: This intelligent automation runs on autopilot to keep you informed about Solana developments without manual monitoring. Every day at 8 AM PT, it fetches the latest Solana news from CryptoPanic, checks for duplicates against your existing database, and stores only new articles in Google Sheets. On Mondays, it takes an extra step: reading all accumulated articles from the past week and using GPT-4.1-mini to generate a concise, factual summary of key developments and investor takeaways. Daily News Collection**: Automatically fetches latest Solana articles from CryptoPanic API Smart Duplicate Detection**: Compares incoming articles against existing database to prevent redundancy Data Validation**: Filters out incomplete articles to ensure data quality Organized Storage**: Maintains clean Google Sheets database with timestamps and descriptions Weekly AI Summaries**: Analyzes accumulated news every Monday and generates 2-3 sentence insights Historical Archive**: Builds searchable database of both raw articles and weekly summaries 💼 Perfect For: Crypto traders tracking market-moving news • SOL investors monitoring ecosystem growth • Blockchain researchers building historical datasets • Content creators sourcing newsletter material • Portfolio managers needing daily briefings • Anyone wanting Solana updates without information overload 🔧 How It Works: The workflow operates in two distinct modes based on the day of the week. During the daily collection phase (Tuesday-Sunday), it runs at 8 AM PT, fetches the latest Solana news from CryptoPanic, formats the data to extract titles, descriptions, and timestamps, checks each article against your Google Sheets database to identify duplicates, filters out any articles that already exist or have missing data, and appends only valid new articles to your "Raw Data" sheet. On Mondays, the workflow performs all daily tasks plus an additional summarization step. After storing new articles, it retrieves all accumulated news from the "Raw Data" sheet, aggregates all article descriptions into a single text block, sends this consolidated information to GPT-4.1-mini with instructions to create a factual, spartan-toned summary highlighting key investor takeaways, and saves the AI-generated summary with a timestamp to the "Weekly Summary" sheet for historical reference. ✨ Key Features: Schedule-based execution**: Runs automatically at 8 AM PT every day without manual intervention Intelligent deduplication**: Title-based matching prevents storing the same article multiple times Data quality control**: Validates required fields before storage to maintain clean dataset Dual-sheet architecture**: Separate sheets for raw articles and weekly summaries for easy access Cost-effective AI**: Uses GPT-4.1-mini (~$0.001 per summary) for extremely low operating costs Scalable storage**: Google Sheets handles thousands of articles with free tier Customizable cryptocurrency**: Easily adapt to track Bitcoin, Ethereum, or any supported coin Flexible scheduling**: Modify trigger time and summary frequency to match your needs 📋 Requirements: CryptoPanic account with free API key (register at cryptopanic.com) Google Sheets with two sheets: "Raw Data" (columns: date, title, descripton, summary) and "Weekly Summary" (columns: Date, Summary) OpenAI API key for GPT-4.1-mini access (~$0.05/month cost) n8n Cloud or self-hosted instance with schedule trigger enabled ⚡ Quick Setup: Register for a free CryptoPanic API key and replace [your token] in the "Get Solana News" HTTP Request node URL. Create a new Google Spreadsheet with two sheets: one named "Raw Data" with columns for date, title, descripton (note the typo in template), and summary; another named "Weekly Summary" with columns for Date and Summary. Connect your Google Sheets OAuth2 credential to all Google Sheets nodes in the workflow. Add your OpenAI API credential to the "Summarize News" node. Test the workflow manually to ensure it fetches news and stores it correctly. Activate the workflow to enable daily automatic execution. 🚨 Please note, that you're not able to get news in real-time with a FREE CryptoPanic API. Consider their pro plan or another platform for real-time news scraping You'll get new that's up to date as of yesterday. 🎁 What You Get: Complete end-to-end automation with concise sticky note documentation at each workflow stage, pre-configured duplicate detection logic, AI summarization with investor-focused prompts optimized for factual analysis without hype, dual-sheet Google Sheets structure for raw data and summaries, flexible schedule trigger you can adjust to any timezone, example data in pinned format showing expected API responses, customization guides for different cryptocurrencies and summary frequencies, and troubleshooting checklist for common setup issues. 💰 Expected Costs & Performance: CryptoPanic API is free with reasonable rate limits for personal use. OpenAI GPT-4.1-mini costs approximately $0.001 per summary, totaling about $0.05 per month for weekly summaries. The workflow typically processes 20-50 articles daily and generates one summary weekly from 140-350 accumulated articles. Daily executions complete in 5-10 seconds, while Monday runs with AI summarization take 15-20 seconds. Google Sheets provides free storage for up to 5 million cells, easily handling years of news data. 🔄 Customization Ideas: Track different cryptocurrencies by changing the currencies parameter (btc, eth, ada, doge, etc.). Adjust the schedule trigger to run at different times matching your timezone. Modify the Monday check condition to generate summaries on different days or multiple times per week. Connect Slack, Discord, or Email nodes to receive instant notifications when summaries are generated. Edit the AI prompt to change tone, detail level, or focus on specific aspects like price action, development updates, or partnerships. Add conditional logic to send alerts only when certain keywords appear in news (like "hack," "partnership," or "upgrade").

🔧 AI-Powered Auto-Maintenance System for n8n Transform your n8n instance management with this advanced automation system featuring artificial intelligence-driven workflow selection. This template provides comprehensive maintenance operations with smart filtering capabilities. ✨ Key Features 🤖 Artificial Intelligence Engine Multi-criteria scoring system for intelligent workflow selection Semantic analysis for business-critical pattern recognition Automated decision-making with configurable thresholds 🎯 Core Maintenance Operations Security Audits**: Automated vulnerability scanning with Google Sheets reporting Smart Pause/Resume**: Intelligent workflow suspension during maintenance windows AI Backup Creation**: Selective duplication of high-value workflows Intelligent Export**: Comprehensive system backups with metadata 🔐 Enterprise Security Token-based authentication with request validation Protected workflow safeguards (never modifies critical systems) Comprehensive error handling and logging ⚡ Automation & Scheduling Configurable maintenance schedules (daily, weekly, monthly) Webhook-driven operations for external integration Real-time monitoring and statistics 🎯 Perfect For DevOps Teams**: Streamline n8n maintenance operations Enterprise Users**: Manage large-scale workflow environments System Administrators**: Automated security and backup management Advanced Users**: Leverage AI for intelligent workflow management 🚀 Quick Setup Import the template Configure 4 credentials (n8n API, Google Sheets, Google Drive, Webhook Auth) Set your security token and Google Sheet ID Activate and enjoy automated maintenance! 🧠 AI Intelligence Highlights The system evaluates workflows using 6+ criteria including activity status, complexity, priority tags, business criticality, and recent updates. Workflows are automatically scored and selected based on intelligent thresholds. Selection Logic: Duplicate threshold: ≥3 points (smart backup selection) Export threshold: ≥5 points (comprehensive backup) System workflows always protected 📊 Includes 25+ configured nodes with emoji naming 4 detailed markdown documentation cards Pre-configured schedules and examples Comprehensive error handling Statistical reporting and monitoring Perfect for organizations looking to implement intelligent, automated n8n maintenance with minimal manual intervention.

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