Workflow Templates

This workflow automates the repair request process between tenants and building managers, keeping all updates organized in a single spreadsheet. It is composed of two coordinated workflows, as two separate triggers are required — one for new repair submissions and another for repair updates. A Unique Unit ID that corresponds to individual units is attributed to each request, and timestamps are used to coordinate repair updates with specific requests. General use cases include: Property managers** who manage multiple buildings or units. Building owners** looking to centralize tenant repair communication. Automation builders** who want to learn multi-trigger workflow design in n8n. ⚙️ How It Works Workflow 1 – New Repair Requests Behind the Scenes: A tenant fills out a Google Form (“Repair Request Form”), which automatically adds a new row to a linked Google Sheet. Steps: Trigger: Google Sheets rowAdded – runs when a new form entry appears. Extract & Format: Collects all relevant form data (address, unit, urgency, contacts). Generate Unit ID: Creates a standardized identifier (e.g., BUILDING-UNIT) for tracking. Email Notification: Sends the building manager a formatted email summarizing the repair details and including a link to a Repair Update Form (which activates Workflow 2). Workflow 2 – Repair Updates Behind the Scenes:\ Triggered when the building manager submits a follow-up form (“Repair Update Form”). Steps: Lookup by UUID: Uses the Unit ID from Workflow 1 to find the existing row in the Google Sheet. Conditional Logic: If photos are uploaded: Saves each image to a Google Drive folder, renames files consistently, and adds URLs to the sheet. If no photos: Skips the upload step and processes textual updates only. Merge & Update: Combines new data with existing repair info in the same spreadsheet row — enabling a full repair history in one place. 🧩 Requirements Google Account (for Forms, Sheets, and Drive) Gmail/email node connected for sending notifications n8n credentials configured for Google API access ⚡ Setup Instructions (see more detail in workflow) Import both workflows into n8n, then copy one into a second workflow. Change manual trigger in workflow 2 to a n8n Form node. Connect Google credentials to all nodes. Update spreadsheet and folder IDs in the corresponding nodes. Customize email text, sender name, and form links for your organization. Test each workflow with a sample repair request and a repair update submission. 🛠️ Customization Ideas Add Slack or Telegram notifications for urgent repairs. Auto-create folders per building or unit for photo uploads. Generate monthly repair summaries using Google Sheets triggers. Add an AI node to create summaries/extract relevant repair data from repair request that include long submissions.

Disclaimer Please note - This workflow is only available on n8n self-hosted as it’s making use of the community node for the Decodo Web Scraping This n8n workflow automates the process of scraping, analyzing, and summarizing Amazon product reviews using Decodo’s Amazon Scraper, OpenAI GPT-4.1-mini, and Google Sheets for seamless reporting. It turns messy, unstructured customer feedback into actionable product insights — all without manual review reading. Who this is for This workflow is designed for: E-commerce product managers** who need consolidated insights from hundreds of reviews. Brand analysts and marketing teams** performing sentiment or trend tracking. AI and data engineers** building automated review intelligence pipelines. Sellers and D2C founders** who want to monitor customer satisfaction and pain points. Product researchers** performing market comparison or competitive analysis. What problem this workflow solves Reading and analyzing hundreds or thousands of Amazon reviews manually is inefficient and subjective. This workflow automates the entire process — from data collection to AI summarization — enabling teams to instantly identify customer pain points, trends, and strengths. Specifically, it: Eliminates manual review extraction from product pages. Generates comprehensive and abstract summaries using GPT-4.1-mini. Centralizes structured insights into Google Sheets for visualization or sharing. Helps track product sentiment and emerging issues over time. What this workflow does Here’s a breakdown of the automation process: Set Input Fields Define your Amazon product URL, geo region, and desired file name. Decodo Amazon Scraper Fetches real-time product reviews from the Amazon product page, including star ratings and AI-generated summaries. Extract Reviews Node Extracts raw customer reviews and Decodo’s AI summary into a structured JSON format. Perform Review Analysis (GPT-4.1-mini) Uses OpenAI GPT-4.1-mini to create two key summaries: Comprehensive Review: A detailed summary that captures sentiment, recurring themes, and product pros/cons. Abstract Review: A concise executive summary that captures the overall essence of user feedback. Persist Structured JSON Saves the raw and AI-enriched data to a local file for reference. Append to Google Sheets Uploads both the original reviews and AI summaries into a Google Sheet for ongoing analysis, reporting, or dashboard integration. Outcome: You get a structured, AI-enriched dataset of Amazon product reviews — summarized, searchable, and easy to visualize. Setup Pre-requisite Please make sure to install the n8n custom node for Decodo. Step 1 — Import the Workflow Open n8n and import the JSON workflow template. Ensure the following credentials are configured: Decodo Credentials account → Decodo API Key OpenAI account → OpenAI API Key Google Sheets account → Connected via OAuth Step 2 — Input Product Details In the Set node, replace: amazon_url → your product link (e.g., https://www.amazon.com/dp/B0BVM1PSYN) geo → your region (e.g., US, India) file_name → output file name (optional) Step 3 — Connect Google Sheets Link your desired Google Sheet for data storage. Ensure the sheet columns match: product_reviews all_reviews Step 4 — Run the Workflow Click Execute Workflow. Within seconds, your Amazon product reviews will be fetched, summarized by AI, and logged into Google Sheets. How to customize this workflow You can tailor this workflow for different use cases: Add Sentiment Analysis** — Add another GPT node to classify reviews as positive, neutral, or negative. Multi-Language Reviews** — Include a language detection node before summarization. Send Alerts** — Add a Slack or Gmail node to notify when negative sentiment exceeds a threshold. Store in Database** — Replace Google Sheets with MySQL, Postgres, or Notion nodes. Visualization Layer** — Connect your Google Sheet to Looker Studio or Power BI for dynamic dashboards. Alternative AI Models** — Swap GPT-4.1-mini with Gemini 1.5 Pro, Claude 3, or Mistral for experimentation. Summary This workflow transforms the tedious process of reading hundreds of Amazon reviews into a streamlined AI-powered insight engine. By combining Decodo’s scraping precision, OpenAI’s summarization power, and Google Sheets’ accessibility, it enables continuous review monitoring. In one click, it delivers comprehensive and abstract AI summaries, ready for your next product decision meeting or market strategy session.

Client Form → Draft → Approve → Sign → Deliver, fully automated This workflow automates the entire agreement lifecycle from client form submission to signed document delivery. It generates personalized agreements from templates, manages internal approvals, orchestrates e-signatures via Signwell, and delivers fully executed documents with complete audit trails in n8n Data Tables. Good to know Handles client data collection via JotForm with custom field mapping Automatically populates Google Doc templates with client-specific details Internal approval workflow with email-based confirmation Signwell integration for embedded e-signatures - test mode enabled by default - disable for legally binding documents Complete lifecycle tracking in n8n Data Tables (draft → approval → sent → signed) Auto-cleanup: removes documents from Signwell after completion to save storage Who's it for Service businesses, consultants, agencies, and freelancers who send agreements to clients regularly. Perfect for anyone wanting to avoid other costly e-signature platforms with limited API and automation capabilities. Signwell has an affordable entry level tier with generous API limits. If you're looking to eliminate manual document preparation, have an approval workflow, and track signatures while maintaining professional client communication, then this solution is a good fit. How it works Phase 1: Draft Creation JotForm trigger captures client submission (company name, address, contact details, position) Standardizes form data and duplicates Google Doc template with custom filename Replaces template variables with client information (company name, address, full name, position, dates) Creates clean document URL and logs initial record to Data Tables Emails internal team with draft review link and client details Phase 2: Approval & Preparation Gmail monitors inbox for "Approved" reply email Fetches agreement record from Data Tables and marks as approved Downloads Google Doc as PDF and uploads to Drive folder Grants temporary public sharing access (required for Signwell file import) Creates Signwell document with embedded signature fields and signing URL Emails client with personalized signing link Revokes public sharing access for security and updates Data Tables with Signwell details Phase 3: Signature & Delivery Gmail monitors for Signwell completion notification Extracts signed document download link from notification email Downloads fully executed PDF from Signwell Uploads to "Final Versions" folder in Google Drive Updates Data Tables with completion status and final document URLs Sends confirmation email to client with signed PDF attached Deletes document from Signwell to free up storage Requirements JotForm account (free tier works) Gmail account with OAuth2 access Google Drive account (OAuth2) Google Docs account (OAuth2) with a draft Agreement template Signwell account with API key n8n Data Tables (built-in, no external service needed) Google Drive folders: "Services Agreements - Drafts" and "Services Agreements - Final Versions" How to set up Add credentials: JotForm API, Gmail OAuth2, Google Drive OAuth2, Google Docs OAuth2, Signwell API key Create JotForm: Build form with fields: Company Name, Company Address (address field), Full Name (name field), Your Position/Job Title, Email In "JotForm Trigger" node: select your form Create Google Doc template: Add variables {{clientCompanyName}}, {{clientFullName}}, {{clientNamePosition}}, {{clientCompanyAddress}}, {{agreementDate1}}, {{agreementDate2}} In "Copy and Rename File" node: select your template document and update folder ID to your "Drafts" folder Create Data Table: Name it "Services Agreements" with columns: documentFileName, clientEmail, clientFullName, clientNamePosition, clientCompanyName, clientCompanyAddress, documentUrl, approvalStatus, sentDocumentPdfUrl, sentDate, signwellUrl, signwellDocID, docSigned, finalExecutedDocGDrive, finalExecutedDocSignwellUrl In "Insert Row" and all "Get/Update Row" nodes: select your Data Table Create Gmail labels: "_AGREEMENTS" with 2 nested (sublabels) Agreement-Approvals" and "Agreement-Completed" for filtering In "Check for Email Approval" node: select your approval label and update internal email address In "Check Email for Completed Notification" node: select your completed label In "Create Document in Signwell" node: update API key and adjust signature field coordinates for your document Set Signwell to live mode: Change "test_mode": true to "test_mode": false when ready for production Activate workflow Customizing this workflow Change template variables: Edit "Update New File" node to add/remove fields (e.g., pricing, terms, scope of work) Modify approval email: Edit "Share Email Draft" node to change recipient, subject line, or message format Adjust Signwell fields: Edit "Create Document in Signwell" node to change signature/date field positions (x, y coordinates) to match your agreement template, and add any other fields you'd like Add approval deadline: Add Wait node with timeout after "Share Email Draft" to auto-remind for pending approvals Multi-signer support: Modify "Create Document in Signwell" recipients array to add multiple signers (e.g., both parties) Change storage folders: Update folder IDs in "Upload PDF File" and "Upload Completed Doc" nodes Add Slack notifications: Add Slack nodes after key milestones (draft created, approved, signed) Custom client messaging: Edit "Send Prepared Agreement to Client" and "Send Client Completed Agreement PDF" nodes for personalized communication Add reminder logic: Insert Wait + Send Email nodes between signing and completion to remind client if not signed within X days Quick Troubleshooting JotForm not triggering: Verify webhook is active in JotForm settings and form ID matches "JotForm Trigger" node Template variables not replacing: Check variable names in template doc exactly match {{variableName}} format (case-sensitive) Wrong internal email for approval: Update email address in "Share Email Draft" node to your own email Approval email not detected: Confirm Gmail label "Agreement-Approvals" exists and reply contains exact word "Approved" Signwell document creation fails: Verify PDF has public sharing enabled before API call AND Signwell API key is valid in "Create Document in Signwell" node Signature fields in wrong position: Adjust x/y coordinates in "Create Document in Signwell" node (test in Signwell UI first to find correct pixel positions) Completed document not downloading: Check Signwell completion email format - Code node extracts link via regex pattern Data Tables errors: Ensure documentFileName exactly matches between "Insert Row" and "Get/Update Row" operations Client emails not sending: Re-authorize Gmail OAuth2 credentials and verify sender name/address in Gmail nodes Drive folder not found: Update folder IDs in "Copy and Rename File", "Upload PDF File", and "Upload Completed Doc" nodes to your own folder IDs Signwell deletion fails: Verify signwellDocID was correctly stored in Data Tables before deletion (check "Update Row - Additional Doc Details" output) 401/403 API errors: Re-authorize all OAuth2 credentials (Gmail, Google Drive, Google Docs) Test mode documents: Change "test_mode": true to "test_mode": false in "Create Document in Signwell" node for production signatures Sample Outputs Agreement Drafts and Final folders/files in Google Drive File References Agreement Template (sample) Final Agreement Signed (sample)

Overview This sophisticated n8n workflow transforms raw LinkedIn leads into personalized, high-converting connection requests using GPT-4O AI and PhantomBuster automation. The system processes LinkedIn profile data, generates authentic icebreakers, and automatically sends connection requests twice daily, creating a hands-off lead generation machine that maintains human authenticity while scaling outreach efforts. Key Benefits 🤖 AI-Powered Personalization Generate unique, human-like icebreakers for every LinkedIn connection request using GPT-4O, ensuring each outreach feels personal and authentic rather than automated. ⚡ Automated Workflow Execution Run your entire lead generation pipeline automatically twice daily (10 AM and 5 PM) USA Time with zero manual intervention required. 📊 Smart Data Management Seamlessly manage leads across multiple Google Sheets with automatic data cleanup, duplicate prevention, and organized lead tracking. 🎯 PhantomBuster Integration Leverage PhantomBuster's powerful LinkedIn automation to send connection requests at scale while maintaining platform compliance. 📈 Scalable Processing Process leads in optimized batches of 10 to maintain quality while scaling your outreach efforts effectively and remain within LinkedIn’s weekly connection request limits. 📧 Real-Time Monitoring Receive email notifications whenever connection requests are sent, keeping you informed of your campaign progress. 🔄 Continuous Operation Self-maintaining system that processes new leads, cleans up completed tasks, and prepares for the next cycle automatically. 💼 Professional Template System Uses proven icebreaker templates that follow the format: "Hey [name], loved seeing [personalized detail]. I'm also into [relevant connection], thought I'd connect." How It Works Phase 1: Lead Acquisition & Processing The workflow begins with scheduled triggers that activate twice daily. Upon activation, the system first cleans up previously processed leads from the source Google Sheet to prevent duplicates. It then retrieves fresh LinkedIn profile data including names, titles, company information, locations, and profile URLs. Phase 2: AI-Powered Personalization Engine Retrieved leads are processed in batches of 10 through a sophisticated GPT-4O integration. The AI analyzes each LinkedIn profile and generates personalized icebreakers following a proven template structure. The system is specifically programmed to paraphrase LinkedIn information rather than copy it directly, ensuring messages feel human-written rather than automated. Phase 3: Data Storage & Campaign Launch Processed leads with their AI-generated icebreakers are stored in a dedicated Google Sheet for tracking and analysis. The system then aggregates all processed data and triggers a PhantomBuster agent that executes the actual LinkedIn connection requests using the personalized messages. Phase 4: Cleanup & Notification After successful campaign launch, the system removes processed leads from the source sheet, sends email confirmation notifications, and prepares for the next scheduled execution cycle. Required Setup & Dependencies Core Integrations: Google Sheets API access with OAuth2 authentication OpenAI API key for GPT-4O access PhantomBuster account with API key and configured LinkedIn agent Gmail account for notifications Google Sheets Structure: Source Sheet: Contains raw LinkedIn data (firstName, lastName, title, companyName, location, etc.) Destination Sheet: Stores processed leads with icebreakers and tracking information PhantomBuster Configuration: LinkedIn connection request automation agent Proper agent ID configuration in the HTTP request node Valid API key with sufficient credits Business Use Cases Sales Development Representatives (SDRs) Automate personalized outreach to potential clients while maintaining the human touch that drives connection acceptance rates. Recruitment Agencies Scale candidate outreach with personalized messages that reference specific experience and skills from LinkedIn profiles. Business Development Generate partnerships and collaboration opportunities through targeted, personalized connection requests to industry leaders. Coaches & Consultants Build professional networks by connecting with potential clients using AI-generated icebreakers that reference their specific challenges and opportunities. Marketing Agencies Develop client relationships through personalized outreach that demonstrates understanding of their business and industry. Revenue Potential Direct Lead Generation: Process 20 leads daily (10 per execution × 2 runs) Average 25% connection acceptance rate = 5 new connections daily Convert 10% of connections to qualified leads = 15 qualified leads monthly Close 20% of qualified leads at $2,000 average deal size = $6,000 monthly revenue Agency Services: Offer as white-label service to clients at $500-1,500 monthly recurring revenue per client Manage 10-20 client accounts for $5,000-30,000 monthly recurring revenue SaaS Model: Package as LinkedIn automation SaaS with tiered pricing ($49-299/month) Target 100+ subscribers for $5,000-30,000 monthly recurring revenue Difficulty Level & Build Time Difficulty: Intermediate to Advanced Estimated Build Time: 4-6 hours Technical Requirements: Understanding of API integrations, Google Sheets operations, and basic workflow logic Setup Complexity: API key management and authentication setup Google Sheets structure creation and permission configuration PhantomBuster agent setup and testing AI prompt engineering for optimal icebreaker generation Detailed Setup Steps 1. Google Sheets Preparation Create two Google Sheets: Source Sheet:** Structure with columns for firstName, lastName, location, title, companyName, titleDescription, linkedInProfileUrl Destination Sheet:** Include all source columns plus id, photo_url, icebreaker, email_status fields 2. API Credentials Configuration OpenAI:** Generate API key with GPT-4O access Google Sheets:** Set up OAuth2 credentials in n8n PhantomBuster:** Create account, set up LinkedIn connection agent, obtain API key Gmail:** Configure OAuth2 for notification emails 3. PhantomBuster Agent Setup Create LinkedIn connection request automation agent Configure with proper message templates and targeting parameters Test agent functionality and note the agent ID for n8n configuration 4. Workflow Import & Configuration Import the provided n8n workflow JSON Update all credential references to match your configured accounts Modify Google Sheet IDs in all relevant nodes Update PhantomBuster agent ID and API key in HTTP request node 5. AI Prompt Optimization Review and customize the GPT-4O prompt for your specific use case Test icebreaker generation with sample data Adjust tone and style parameters as needed 6. Schedule Configuration Set appropriate trigger times based on your target timezone Consider LinkedIn usage patterns for optimal engagement 7. Testing & Validation Run workflow manually with test data Verify Google Sheets integration and data flow Test PhantomBuster integration with small batch Confirm email notifications are working Advanced Customization Options Enhanced AI Personalization Integrate additional data sources (company websites, news articles) for richer context Add industry-specific icebreaker templates Implement A/B testing for message variations CRM Integration Connect to Salesforce, HubSpot, or Pipedrive for seamless lead management Add lead scoring based on profile analysis Implement automated follow-up sequences Analytics & Reporting Add detailed tracking and analytics dashboard Implement conversion tracking from connection to closed deal Generate automated performance reports Multi-Platform Expansion Extend to Twitter/X and Instagram outreach Add email finder integration for multi-channel campaigns Implement unified contact management across platforms Advanced Filtering Add AI-powered lead qualification before outreach Implement company size, industry, and role-based filtering Add sentiment analysis for optimal timing This workflow represents a complete, production-ready solution that can immediately start generating leads and revenue while providing a foundation for advanced customization and scaling.

Job post expiry & refresh reminders from Google Sheets using HTTP Last‑Modified checks This workflow checks each job URL in your Google Sheet and identifies listings that look stale based on the page’s Last‑Modified date. At 10:00 Asia/Kolkata every day, it requests each URL (HEAD, then GET if needed), calculates the age in days, and sends a polite email reminder to the recruiter when age ≥ a configurable threshold (default 30 days). It includes a DRY_RUN mode to preview who would be emailed, and conservative rate limits for both HTTP requests and email sends. Who’s it for Recruitment teams maintaining job links on external boards/career sites. Coordinators who want a daily, hands‑off nudge to refresh or unlist outdated posts. Teams using Google Sheets to store job URLs and owner contacts. How it works Cron (10:00 IST) triggers daily. Google Sheets reads the Job Posts tab (job_url, recruiter_name, recruiter_email). Validate rows (URL + email format, weekend rule via config). HTTP HEAD to fetch headers; if Last-Modified missing, HTTP GET and parse common meta tags (article:modified_time, og:updated_time, lastmod, dateModified). Compute age (days since last modified in your configured timezone). If age_days ≥ THRESHOLD_DAYS, prepare a personalized email using templates. DRY_RUN? If true, output a preview; if false, rate‑limit and send emails via SMTP. How to set up Create the Sheet Tab name: Job Posts Columns: job_url, recruiter_name, recruiter_email Credentials in n8n Google Sheets (OAuth) SMTP (Gmail) (use an app password if 2FA) Open “Set: Config” and set: SPREADSHEET_ID = your Sheet ID SOURCE_SHEET = Job Posts TIMEZONE = Asia/Kolkata THRESHOLD_DAYS = 30 (change if needed) USER_AGENT = n8n-job-checker/1.0 HTTP_TIMEOUT_SECONDS = 10 HTTP_RETRIES = 2 RATE_LIMIT_HTTP_SECONDS = 5 RATE_LIMIT_EMAIL_SECONDS = 2 SMTP_FROM = sender email (e.g., hiring-ops@company.com) SUBJECT_TEMPLATE, HTML_TEMPLATE, TEXT_TEMPLATE (placeholders: {{recruiter_name}}, {{job_url}}, {{age_days}}, {{last_modified}}) INCLUDE_WEEKENDS = true DRY_RUN = false (set true to preview) Activate the workflow. Requirements Google Sheet with Job Posts tab and required columns. SMTP (Gmail) account to send emails. n8n (cloud or self‑hosted) with Google Sheets + SMTP credentials. How to customize Threshold:** Change THRESHOLD_DAYS (e.g., 15, 45). Schedule:** Adjust the Cron time from 10:00 IST to your preferred hour. Templates:** Edit SUBJECT_TEMPLATE, HTML_TEMPLATE, and TEXT_TEMPLATE. Rate limits:** Tune RATE_LIMIT_HTTP_SECONDS and RATE_LIMIT_EMAIL_SECONDS for your environment. Weekend behavior:** Toggle INCLUDE_WEEKENDS. Preview runs:** Use DRY_RUN=true to check recipients before real sends. Add‑ons Helper columns:** Write back last_modified_http, age_days, reminder_sent_at, last_checked_at, notes to the sheet. Per‑row override:** Add threshold_days column to override the global threshold per job. Slack notifications:** DM the recruiter or a channel in addition to (or instead of) email. One‑time reminders:** Email only once until the page updates (track reminder_sent_at). Robots/backoff:** Respect robots.txt or add exponential backoff for high‑traffic sites. Use Case Examples Career site posts** that haven’t been updated in 30+ days. Remind owners to refresh copy or close the listing. Third‑party boards** (e.g., niche communities) where Last‑Modified is available — automate hygiene checks. Agency partnership links** — ensure outdated roles aren’t left live, protecting brand experience. Common troubleshooting | Issue | Possible Cause | Solution | | --- | --- | --- | | No emails sent | DRY_RUN is true | Set DRY_RUN=false to actually send. | | Rows skipped | Invalid/missing job_url or recruiter_email | Fix the row values; ensure valid URL and email. | | “Stale” not detected | Page has no Last-Modified header and no recognizable meta tags | Add manual review; consider the Helper columns add‑on to log missing dates, or track first_seen_at. | | Wrong time math | Timezone mismatch | Confirm TIMEZONE=Asia/Kolkata (or your TZ) in Set: Config. | | Too many requests | Sites rate‑limit frequent checks | Increase RATE_LIMIT_HTTP_SECONDS; consider running less frequently. | | Emails fail to send | SMTP auth or quota issues | Verify SMTP credentials, sender address, and provider limits; try a different sender or schedule. | Need Help? If you’d like help tailoring the templates, adding Slack notifications or writing back helper columns for audit, just message us at WeblineIndia and we will be happy to help you get this running smoothly.

How it works This workflow identifies HubSpot deals that have gone untouched for 21+ days and automatically updates their status to Closed Lost. It fetches associated contacts, retrieves their details, and sends personalized follow-up emails requesting feedback. Finally, it notifies your team via Slack about the deals moved to Closed Lost. The workflow runs on a scheduled interval, ensuring consistent lead management without manual intervention. Step-by-step 1. Trigger the workflow Schedule Trigger** – Runs the workflow at a defined interval (daily, weekly, etc.). Get HubSpot Deals** – Retrieves all deals with key properties from HubSpot. Extract Deal Fields** – Normalizes deal data for consistent processing. 2. Identify and update cold deals Filter Cold Leads (21+ days)** – Keeps only deals not updated in the past 21 days. Update Deal to Closed Lost** – Marks stale deals as Closed Lost in HubSpot. 3. Map deals to contacts Fetch Deal Associations** – Retrieves contacts linked to filtered deals. Extract Contact IDs** – Parses associations to get contactId, dealId, and dealName. Get Contact Details** – Fetches enriched contact information. Extract Contact Email** – Simplifies data, keeping only the email field. 4. Follow-up & team notification Send Gmail Feedback Request** – Sends a personalized thank-you email requesting feedback. Send Slack Notification** – Alerts the team about deals updated to Closed Lost. Why use this? Ensures timely closure of stale HubSpot deals, keeping your pipeline clean. Automates follow-up emails to gather valuable feedback from disengaged leads. Reduces manual effort in deal management and contact outreach. Keeps your team informed in real-time with Slack notifications. Improves sales process efficiency and lead data hygiene.

Template Description: > Stop manually reading every CV and copy-pasting data into a spreadsheet. This workflow acts as an AI recruiting assistant, automating your entire initial screening process. It captures applications from a public form, uses AI to read and understand PDF CVs, structures the candidate data, saves it to Google Sheets, and notifies all parties. This template is designed to save HR professionals and small business owners countless hours, ensuring no applicant is missed and all data is consistently structured and stored. 🚀 What does this workflow do? Provides a public web form for candidates to submit their name, email, experience, and PDF CV. Automatically reads the text content from the uploaded PDF CV. Uses an AI Agent (OpenAI) to intelligently parse the CV text, extracting key data like contact info, work experience, education, skills, and more. Writes a concise summary** of the CV, perfect for quick screening by HR. Checks for duplicate applications** based on the candidate's email address. Saves all structured applicant data** into a new row in a Google Sheet, creating a powerful candidate database. Sends an automated confirmation email to the applicant. Sends a new application alert with the CV summary to the recruiter. 🎯 Who is this for? HR Departments & Recruiters:** Streamline your hiring pipeline and build a structured candidate database. Small Business Owners:** Manage job applications professionally without dedicated HR software. Hiring Managers:** Quickly get a summarized overview of each candidate without reading the full CV initially. ✨ Benefits Massive Time Savings:** Drastically reduces the time spent on manual CV screening and data entry. Structured Candidate Data:** Turns every CV into a consistently formatted row in a spreadsheet, making it easy to compare candidates. Never Miss an Applicant:** Every submission is logged, and you're instantly notified. Improved Candidate Experience:** Applicants receive an immediate confirmation that their submission was successful. AI-Powered Summaries:** Get a quick, AI-generated summary of each CV delivered to your inbox. ⚙️ How it Works Form Submission: A candidate fills out the n8n form and uploads their CV. PDF Extraction: The workflow extracts the raw text from the PDF file. AI Analysis: The text is sent to OpenAI with a prompt to structure all key information (experience, skills, etc.) into a JSON format. Duplicate Check: The workflow checks your Google Sheet to see if the applicant's email already exists. If so, it stops. Save to Database: If the applicant is new, their structured data is saved as a new row in Google Sheets. Send Notifications: Two emails are sent simultaneously: a confirmation to the applicant and a notification with the CV summary to the recruiter. 📋 n8n Nodes Used Form Trigger Extract From File OpenAI Code (or JSON Parser) Google Sheets If Gmail 🔑 Prerequisites An active n8n instance. OpenAI Account & API Key**. Google Account** with access to Google Sheets and Gmail (OAuth2 Credentials). A Google Sheet** prepared with columns to store the applicant data (e.g., name, email, experience, skills, cv_summary, etc.). 🛠️ Setup Import the workflow into your n8n instance. Configure Credentials: Connect your credentials for OpenAI and Google (for Sheets & Gmail) in their respective nodes. Customize the Form: In the 1. Applicant Submits Form node, you can add or remove fields as needed. Activate the workflow. Once active, copy the Production URL from the Form Trigger node and share it to receive applications. Set Your Email: In the 8b. Send Notification... (Gmail) node, change the "To" address to your own email address to receive alerts. Link Your Google Sheet: In the 5. Check for Duplicate... and 7. Save Applicant Data... nodes, select your spreadsheet and sheet.

Overview Intelligent email-to-WhatsApp automation that monitors Gmail and Outlook accounts, uses Google Gemini AI to filter important emails, and forwards them to WhatsApp via Evolution API. Key Features Multi-account support (Gmail + 2 Outlook accounts) AI-powered email classification with Google Gemini Automatic Arabic translation for foreign emails Approved sender whitelist Security email prioritization (2FA, activations, passwords) Spam and promotion filtering Automatic mark-as-read Link extraction from emails Setup Requirements Services Needed: n8n instance Gmail account with API access Microsoft Outlook account(s) Google Gemini API key (free tier available) Evolution API (self-hosted WhatsApp API) Credentials to Add: Gmail OAuth2 Microsoft Outlook OAuth2 Google Gemini API Evolution API Configuration Steps Import workflow Add all credentials in n8n Update WhatsApp numbers in all "Send" nodes (format: number@s.whatsapp.net) Replace "YourInstanceName" with your Evolution API instance Customize approved sender emails in AI Agent system prompts Test and activate How It Works Workflow monitors emails every minute, parses content with JavaScript, classifies importance with Google Gemini AI, extracts links, translates non-Arabic content, and sends formatted messages to WhatsApp. Use Cases Perfect for professionals needing instant mobile notifications for critical emails while filtering spam and promotions.

🚀 Build Hyper-Targeted Prospecting Lists with Surfe & HubSpot This template automatically discovers companies that match your Ideal Customer Profile (ICP), finds the right people inside those companies and enriches them — ready to drop straight into HubSpot. Launch the workflow, sit back, and get a clean list of validated prospects in minutes. 1. ❓ What Problem Does This Solve? Sourcing prospects that truly fit your ICP is slow and repetitive. You jump between databases, copy domains, hunt down decision-makers, and then still have to enrich emails and phone numbers one by one. This workflow replaces all that manual effort: It queries Surfe’s database for companies that match your exact industry, size, revenue and geography filters. It pulls the best-fit people inside each company and enriches them in bulk. It keeps only records with both a direct email and mobile phone, then syncs them to HubSpot automatically. No spreadsheets, no copy-paste — just a fresh, qualified prospect list ready for outreach. 2. 🧰 Prerequisites You’ll need: A self-hosted or cloud instance of n8n A Surfe API Key A HubSpot Private App Token with contact read/write scopes A Gmail account (OAuth2) for the completion notification The workflow JSON file linked above N8N_FLOW_2__Building_Prospecting_Lists.json 3. 📌 Search ICP Companies Configuration — Fine-Tune Your Targeting 3.1 Editing the JSON Every targeting rule lives inside the “🔍 Search ICP Companies” HTTP node. Open the node Search ICP Companies → Parameters tab → JSON Body to edit the filters. | Filter | JSON path | What it does | Example | | --- | --- | --- | --- | | industries | filters.industries | Narrow to specific verticals (case-sensitive strings) | ["Software","Apps","SaaS"] | | employeeCount.from / to | filters.employeeCount | from / to | 1 / 35 | | countries | filters.countries | 2-letter ISO codes | ["FR","DE"] | | revenues | filters.revenues | Annual revenue brackets | ["1-10M"] | | limit | limit | Companies per run | 20 | 3.2 Where to find allowed values Surfe exposes an “🗂 Get Filters” endpoint that returns every accepted value for: industries employeeCounts revenues countries (always ISO-2 codes) You can hit it with a simple GET /v1/people/search/filters request or browse the interactive docs here: https://developers.surfe.com/public-008-people-filters developers.surfe.com For company-level searches, the same enumerations apply. 4. ⚙️ Setup Instructions 4.1 🔐 Create Your Credentials in n8n 4.1.1 🚀 Surfe API In your Surfe dashboard → Use Surfe Api → copy your API key Go to n8n → Credentials → Create Credential Choose Credential Type: Bearer Auth Name it something like SURFE API Key Paste your API key into the Bearer Token Save 4.1.2 📧 Gmail OAuth2 API Go to n8n → Credentials Create new credentials: Type: Gmail OAuth2 API A pop-up window will appear where you can log in with your Google account that is linked to Gmail Make sure you grant email send permissions when prompted 4.1.3 🎯 HubSpot 🔓 Private App Token Go to HubSpot → Settings → Integrations → Private Apps Create an app with scopes: crm.objects.contacts.read crm.objects.contacts.write crm.schemas.contacts.read Save the App token Go to n8n → Credentials → Create Credential → HubSpot App Token Paste your App Token ✅ You are now all set for the credentials 4.2 📥 Import and Configure the N8N Workflow Import the provided JSON workflow into N8N Create a New Blank Workflow click the … on the top left Import from File 4.2.1 🔗 Link Nodes to Your Credentials In the workflow, link your newly created credentials to each node of this list : Surfe HTTP nodes: Authentication → Generic Credential Type Generic Auth Type → Bearer Auth Bearer Auth → Select the credentials you created before Gmail Node Credentials to connect with → Gmail account Hubspot Node →Credentials to connect with → Gmail account Surfe HTTP nodes Surfe HTTP nodes HubSpot node → Credentials to connect with → select your HubSpot credentials in the list 5. 🔄 How This N8N Workflow Works Manual Trigger – Click Execute Workflow (or schedule it) to start. Search ICP Companies – Surfe returns company domains that match your filter set. Prepare JSON Payload with Company Domains – Formats the domain list for the next call. Search People in Companies – Finds people inside each company. Prepare JSON Payload Enrichment Request – Builds the bulk-enrichment request. Surfe Bulk Enrichments API – Launches one enrichment job for the whole batch. Wait + Polling loop – Checks job status every 3 seconds until it’s COMPLETED. Extract List of People – Pulls the enriched contacts from Surfe’s response. Filter: phone AND email – Keeps only fully reachable prospects (email and mobile). HubSpot: Create or Update – Inserts/updates each contact in HubSpot. Gmail – Sends you a “Your ICP prospecting enrichment is done” email. 6. 🧩 Use Cases Weekly prospect list refresh** – Generate 50 perfectly-matched prospects every Monday morning. Territory expansion** – Spin up a list of SMB software CEOs in a new country in minutes. ABM prep** – Build multi-stakeholder buying-group lists for target accounts. Campaign-specific lists** – Quickly assemble contacts for a limited-time product launch. 7. 🛠 Customization Ideas prepare 🎯 Refine filters for people – Add seniorities or other filters in the node JSON PAYLOAD WITH Company Domains use the surfe search people api doc https://developers.surfe.com/public-009-search-people-v2 ♻️ Deduplicate – Check HubSpot first to skip existing contacts. 🟢 Slack alert – Replace Gmail with a Slack notification. 📊 Reporting – Append enriched contacts to a Google Sheet for analytics. 8. ✅ Summary Fire off the workflow, and n8n will find ICP-fit companies, pull key people, enrich direct contact data and drop everything into HubSpot — all on autopilot. Prospecting lists, done for you.

Description Automatically identify clients who haven’t been contacted in 14+ days and re-engage them with personalized Gmail follow-up emails, Google Sheets tracking, and Slack notifications for account managers. Prevents churn by ensuring no client goes unnoticed. 💌📊💬 What This Template Does Triggers every Monday at 9:00 AM to check client activity. ⏰ Fetches all contacts from GoHighLevel CRM. 🔗 Filters clients with no updates in the last 14+ days. 🔍 Sends personalized Gmail re-engagement emails. 📧 Logs all inactive clients in Google Sheets for tracking. 📊 Sends Slack notifications summarizing inactive clients for account managers. 💬 Handles workflow errors and alerts the team via Slack. 🚨 Key Benefits ✅ Automated client re-engagement — no more missed follow-ups. ✅ Reduces churn by maintaining regular touchpoints. ✅ Centralized Google Sheets audit trail for visibility. ✅ Real-time Slack alerts keep teams informed. ✅ Fully customizable inactivity threshold (default: 14 days). ✅ Built-in error handling with instant Slack error alerts. Features Weekly cron trigger (default: Monday 9 AM). ⏰ GoHighLevel CRM integration to fetch contacts. 🔗 Dynamic filter for “inactive 14+ days” clients. 🕒 Personalized HTML re-engagement email via Gmail. 💌 Automatic Google Sheets logging with client metadata. 📊 Slack notification summarizing inactive clients. 💬 Error Trigger node for reliable monitoring. 🚨 Requirements n8n instance (cloud or self-hosted) Gmail OAuth2 credentials for sending emails Slack API credentials with chat:write and channels:read GoHighLevel OAuth2 credentials for CRM data access Google Sheets OAuth2 credentials for logging Target Audience Agencies and consultants managing multiple client relationships. 👩‍💼 Account managers preventing client churn. 🔄 Service businesses needing systematic client check-ins. 🏢 Remote teams requiring Slack alerts for client engagement. 🌐 Step-by-Step Setup Instructions Connect Gmail, Slack, Google Sheets, and HighLevel credentials in n8n. 🔑 Replace placeholder values (YOUR_GOOGLE_SHEET_ID, YOUR_SLACK_CHANNEL_ID) with environment variables. ⚙️ Customize inactivity threshold (default: 14 days). 🕒 Import the workflow JSON into n8n. 📦 Test manually with sample client records. ✅ Enable the workflow for weekly automated execution. 🚀

Stripe invoicing automation that is connected to your CRM, in this example, it is ClickUp. At the end of the flow, once your lead has been sent an invoice, you (or your team) will be sent an email notifying you of the newly sent invoice with all relevant details. How it works: • Monitors ClickUp task status → triggers workflow when status changes to send invoice. • Fetches task details from ClickUp, including customer name, email, and project cost. • Creates a Stripe customer using the fetched information. • Generates a Stripe invoice via HTTP request, including description, footer, and due date (calculated in Unix timestamp). • Adds invoice items automatically with correct amounts (converted to cents for Stripe). • Sends the invoice to the customer automatically (manual or auto-charge option). • Sends notification emails to team members with a link to the ClickUp task. Works with other CRMs like Monday or HubSpot, not just ClickUp. Test mode is available in Stripe to validate the workflow without sending real invoices. Setup steps: • You will need to connect your ClickUp Account • Connect your Stripe Account via HTTP Request (Shown in YouTube Video Linked Below) • You will need to connect your email account to N8N (Gmail, Outlook etc) for sending the emails to your team and the client Important Have your Stripe account and PUT IT IN TEST/DEVELOPER MODE when testing and developing the automation. Alternatively, set up an entirely separate account from your main Stripe account. This is only up until the point where you want to send the invoice, as you cannot send an invoice when your Stripe account is in test/developer mode For a complete rundown on how to set this up watch my YouTube tutorial linked below See full video tutorial here: https://youtu.be/vthK5I8x33k?si=W0Nreu403pDs-ud3 My LinkedIn: https://www.linkedin.com/in/seb-gardner-5b439a260/

Transform database design from weeks to minutes with this intelligent multi-agent system. Perfect for agencies, consultancies, and SaaS companies offering database architecture as a lead magnet or service. 🤖 4 Specialized AI Agents: Agent 1 (Architect):** Designs complete schema with tables, relationships, indexes Agent 2 (Reviewer):** Validates design for performance, security, scalability Agent 3 (Optimizer):** Adds advanced features and scores the design (0-100) Agent 4 (SQL Generator):** Creates production-ready migration scripts 🔄 Smart Quality Loop: Automatically retries up to 3 times if score falls below B grade, feeding previous feedback to improve the design iteratively. ✨ What You Get: Complete database schema (JSON) Comprehensive score card with letter grade Review feedback with severity levels (Critical/High/Medium/Low) Production-ready SQL migration script Optional auto-execution in PostgreSQL/MySQL Iteration count and optimization recommendations 💼 Perfect For: Digital agencies offering database design services SaaS companies needing rapid prototyping Consultancies creating lead magnets Developers modernizing legacy systems Startups validating data models 🎯 Use as Lead Magnet: Offer free database blueprints to capture leads, then upsell implementation, custom automations, and ongoing optimization services. ⚙️ Technical Highlights: Optimized temperature settings per agent (0.1-0.5) Claude Sonnet 4.5 for maximum quality Structured JSON output for easy integration Error handling and graceful degradation Execution time: 60-90 seconds average Cost: ~$0.15-0.30 per run Use Cases Agency Lead Magnet Capture leads by offering free database architecture reviews and blueprints Rapid Prototyping Quickly generate database schemas for MVP development and validation Legacy System Modernization Help companies redesign outdated database structures with modern best practices Technical Consulting Provide instant database assessments and recommendations to clients Educational Tool Teach database design principles through AI-generated examples and feedback Pre-Sales Tool Demonstrate technical expertise to prospects before engagement Key Features ✅ Multi-agent AI collaboration with specialized roles ✅ Automatic quality control and iterative improvement (max 3 retries) ✅ Support for PostgreSQL, MySQL, MSSQL, MariaDB ✅ Production-ready SQL script generation ✅ Comprehensive scoring system (Schema/Performance/Scalability/Security) ✅ Optional automatic SQL execution ✅ Detailed feedback with actionable recommendations ✅ Customizable form fields for different industries ✅ Error handling and graceful failures ✅ Complete audit trail of all agent decisions Setup Instructions PREREQUISITES: Anthropic API key (Claude Sonnet 4.5 access) PostgreSQL/MySQL database (optional, for auto-execution) n8n version 1.0+ with LangChain nodes CONFIGURATION STEPS: Import the workflow JSON into your n8n instance Configure Anthropic API credentials: Add your Anthropic API key in n8n credentials Connect all 4 AI model nodes to your credential (Optional) Configure database connection: In "Execute SQL in PostgreSQL" node, add your database credentials Use a TEST/SANDBOX database, never production Or disable this node if you prefer manual execution Customize the form (optional): Edit form fields in "On form submission" node Add industry-specific questions Adjust required fields based on your needs Test the workflow: Use the form URL to submit a test request Check execution time and quality Verify all agents are responding correctly Customize agent prompts (optional): Adjust system messages for industry-specific requirements Modify scoring criteria in Agent 3 Add custom validation rules in Agent 2 Deploy: Share the form URL as your lead magnet Embed in website or landing pages Set up email notifications for submissions COST CONSIDERATIONS: Each execution costs ~$0.15-0.30 in API calls Failed attempts (retries) increase cost Consider rate limiting for public forms Requirements REQUIRED: Anthropic API Key (Claude access) n8n version 1.0+ LangChain nodes enabled OPTIONAL: PostgreSQL/MySQL database connection (for auto-execution) Email service (for result delivery) CRM integration (for lead capture) Tags #ai-agents #database-design #postgresql #mysql #lead-generation #automation #langchain #claude #schema-design #multi-agent #consulting-tool #saas-tool #development #code-generation #sql-generator 📖 Website: https://evervise.ai/ ✨ Support: mark.marin@evervise.com N8N Link