Workflow Templates

Who is this for? For developers and organizations that need to convert DOCX files to PDF. What problem is this workflow solving? The file format conversion problem. What this workflow does Downloads the DOCX file from the web. Converts the DOCX file to PDF. Stores the PDF file in the local file system. How to customize this workflow to your needs Open the HTTP Request node. Adjust the URL parameter (all endpoints can be found here). Add your secret to the Query Auth account parameter. Please create a ConvertAPI account to get an authentication secret. Optionally, additional Body Parameters can be added for the converter.

Who is this for? For developers and organizations that need to convert image files to PDF. What problem is this workflow solving? The file format conversion problem. What this workflow does Downloads the JPG file from the web. Converts the JPG file to PDF. Stores the PDF file in the local file system. How to customize this workflow to your needs Open the HTTP Request node. Adjust the URL parameter (all endpoints can be found here). Add your secret to the Query Auth account parameter. Please create a ConvertAPI account to get an authentication secret. Optionally, additional Body Parameters can be added for the converter.

Who is this for? For developers and organizations that need to convert PDF files to PDFA for long term archiving. What problem is this workflow solving? The file format conversion problem. What this workflow does Downloads the PDF file from the web. Converts the PDF file to PDFA. Stores the PDFA file in the local file system. How to customize this workflow to your needs Open the HTTP Request node. Adjust the URL parameter (all endpoints can be found here). Add your secret to the Query Auth account parameter. Please create a ConvertAPI account to get an authentication secret. Optionally, additional Body Parameters can be added for the converter.

AI-Driven Tax Compliance & Deadline Management System Description Automate tax deadline monitoring with AI-powered insights. This workflow checks your tax calendar daily at 8 AM, uses GPT-4 to analyze upcoming deadlines across multiple jurisdictions, detects overdue and critical items, and sends intelligent alerts via email and Slack only when immediate action is required. Perfect for finance teams and accounting firms who need proactive compliance management without manual tracking. 🏛️🤖📊 Good to Know AI-Powered**: GPT-4 provides risk assessment and strategic recommendations Multi-Jurisdiction**: Handles Federal, State, and Local tax requirements automatically Smart Alerts**: Only notifies executives when deadlines are overdue or critical (≤3 days) Priority Classification**: Categorizes deadlines as Overdue, Critical, High, or Medium priority Dual Notifications**: Critical alerts to leadership + daily summaries to team channel Complete Audit Trail**: Logs all checks and deadlines to Google Sheets for compliance records How It Works Daily Trigger - Runs at 8:00 AM every morning Fetch Data - Pulls tax calendar and company configuration from Google Sheets Analyze Deadlines - Calculates days remaining, filters by jurisdiction/entity type, categorizes by priority AI Analysis - GPT-4 provides strategic insights and risk assessment on upcoming deadlines Smart Routing - Only sends alerts if overdue or critical deadlines exist Critical Alerts - HTML email to executives + Slack alert for urgent items Team Updates - Slack summary to finance channel with all upcoming deadlines Logging - Records compliance check results to Google Sheets for audit trail Requirements Google Sheets Structure Sheet 1: TaxCalendar DeadlineID | DeadlineName | DeadlineDate | Jurisdiction | Category | AssignedTo | IsActive FED-Q1 | Form 1120 Q1 | 2025-04-15 | Federal | Income | John Doe | TRUE Sheet 2: CompanyConfig (single row) Jurisdictions | EntityType | FiscalYearEnd Federal, California | Corporation | 12-31 Sheet 3: ComplianceLog (auto-populated) Date | AlertLevel | TotalUpcoming | CriticalCount | OverdueCount 2025-01-15 | HIGH | 12 | 3 | 1 Credentials Needed Google Sheets - Service Account OAuth2 OpenAI - API Key (GPT-4 access required) SMTP - Email account for sending alerts Slack - Bot Token with chat:write permission Setup Steps Import workflow JSON into n8n Add all 4 credentials Replace these placeholders: YOUR_TAX_CALENDAR_ID - Tax calendar sheet ID YOUR_CONFIG_ID - Company config sheet ID YOUR_LOG_ID - Compliance log sheet ID C12345678 - Slack channel ID tax@company.com - Sender email cfo@company.com - Recipient email Share all sheets with Google service account email Invite Slack bot to channels Test workflow manually Activate the trigger Customizing This Workflow Change Alert Thresholds: Edit "Analyze Deadlines" node: Critical: Change <= 3 to <= 5 for 5-day warning High: Change <= 7 to <= 14 for 2-week notice Medium: Change <= 30 to <= 60 for 2-month lookout Adjust Schedule: Edit "Daily Tax Check" trigger: Change hour/minute for different run time Add multiple trigger times for tax season (8 AM, 2 PM, 6 PM) Add More Recipients: Edit "Send Email" node: To: cfo@company.com, director@company.com CC: accounting@company.com BCC: archive@company.com Customize Email Design: Edit "Format Email" node to change colors, add logo, or modify layout Add SMS Alerts: Insert Twilio node after "Is Critical" for emergency notifications Integrate Task Management: Add HTTP Request node to create tasks in Asana/Jira for critical deadlines Troubleshooting | Issue | Solution | |-------|----------| | No deadlines found | Check date format (YYYY-MM-DD) and IsActive = TRUE | | AI analysis failed | Verify OpenAI API key and account credits | | Email not sending | Test SMTP credentials and check if critical condition met | | Slack not posting | Invite bot to channel and verify channel ID format | | Permission denied | Share Google Sheets with service account email | 📞 Professional Services Need help with implementation or customization? Our team offers: 🎯 Custom workflow development 🏢 Enterprise deployment support 🎓 Team training sessions 🔧 Ongoing maintenance 📊 Custom reporting & dashboards 🔗 Additional API integrations Discover more workflows – Get in touch with us

Introducing the Qualys Scan Slack Report Subworkflow—a robust solution designed to automate the generation and retrieval of security reports from the Qualys API. This workflow is a sub workflow of the Qualys Slack Shortcut Bot workflow. It is triggered when someone fills out the modal popup in slack generated by the Qualys Slack Shortcut Bot. When deploying this workflow, use the Demo Data node to simulate the data that is input via the Execute Workflow Trigger. That data flows into the Global Variables Node which is then referenced by the rest of the workflow. It includes nodes to Fetch the Report IDs and then Launch a report, and then check the report status periodically and download the completed report, which is then posted to Slack for easy access. For Security Operations Centers (SOCs), this workflow provides significant benefits by automating tedious tasks, ensuring timely updates, and facilitating efficient data handling. How It Works Fetch Report Templates:** The "Fetch Report IDs" node retrieves a list of available report templates from Qualys. This automated retrieval saves time and ensures that the latest templates are used, enhancing the accuracy and relevance of reports. Convert XML to JSON:** The response is converted to JSON format for easier manipulation. This step simplifies data handling, making it easier for SOC analysts to work with the data and integrate it into other tools or processes. Launch Report:** A POST request is sent to Qualys to initiate report generation using specified parameters like template ID and report title. Automating this step ensures consistency and reduces the chance of human error, improving the reliability of the reports generated. Loop and Check Status:** The workflow loops every minute to check if the report generation is complete. Continuous monitoring automates the waiting process, freeing up SOC analysts to focus on higher-priority tasks while ensuring they are promptly notified when reports are ready. Download Report:** Once the report is ready, it is downloaded from Qualys. Automated downloading ensures that the latest data is always available without manual intervention, improving efficiency. Post to Slack:** The final report is posted to a designated Slack channel for quick access. This integration with Slack ensures that the team can promptly access and review the reports, facilitating swift action and decision-making. Get Started Ensure your Slack and Qualys integrations are properly set up. Customize the workflow to fit your specific reporting needs. Link to parent workflow Link to Vulnerability Scan Trigger Need Help? Join the discussion on our Forum or check out resources on Discord! Deploy this workflow to streamline your security report generation process, improve response times, and enhance the efficiency of your security operations.

Vector Database as a Big Data Analysis Tool for AI Agents Workflows from the webinar "Build production-ready AI Agents with Qdrant and n8n". This series of workflows shows how to build big data analysis tools for production-ready AI agents with the help of vector databases. These pipelines are adaptable to any dataset of images, hence, many production use cases. Uploading (image) datasets to Qdrant Set up meta-variables for anomaly detection in Qdrant Anomaly detection tool KNN classifier tool For anomaly detection 1. This is the first pipeline to upload an image dataset to Qdrant. The second pipeline is to set up cluster (class) centres & cluster (class) threshold scores needed for anomaly detection. The third is the anomaly detection tool, which takes any image as input and uses all preparatory work done with Qdrant to detect if it's an anomaly to the uploaded dataset. For KNN (k nearest neighbours) classification 1. This is the first pipeline to upload an image dataset to Qdrant. The second is the KNN classifier tool, which takes any image as input and classifies it on the uploaded to Qdrant dataset. To recreate both You'll have to upload crops and lands datasets from Kaggle to your own Google Storage bucket, and re-create APIs/connections to Qdrant Cloud (you can use Free Tier cluster), Voyage AI API & Google Cloud Storage. [This workflow] Batch Uploading Images Dataset to Qdrant This template imports dataset images from Google Could Storage, creates Voyage AI embeddings for them in batches, and uploads them to Qdrant, also in batches. In this particular template, we work with crops dataset. However, it's analogous to uploading lands dataset, and in general, it's adaptable to any dataset consisting of image URLs (as the following pipelines are). First, check for an existing Qdrant collection to use; otherwise, create it here. Additionally, when creating the collection, we'll create a payload index, which is required for a particular type of Qdrant requests we will use later. Next, import all (dataset) images from Google Cloud Storage but keep only non-tomato-related ones (for anomaly detection testing). Create (per batch) embeddings for all imported images using the Voyage AI multimodal embeddings API. Finally, upload the resulting embeddings and image descriptors to Qdrant via batch upload.

This workflow automates the process of fetching agricultural transaction data from the Taiwan Agricultural Products Open Data Platform and storing it in a Google Sheets document for further analysis. Key Features Manual Trigger: Allows manual execution of the workflow to control when data is fetched. HTTP Request: Sends a request to the Open Data Platform's API to retrieve detailed transaction data, including: Pricing (Upper, Middle, Lower, Average) Transaction quantities Crop and market details Split Out Node: Processes each record individually, ensuring accurate handling of every data entry. Google Sheets Integration: Appends the data into a structured Google Sheets document for easy access and analysis. Node Configurations 1. Manual Trigger Purpose**: Start the workflow manually. Configuration**: No setup needed. 2. HTTP Request Purpose**: Fetch agricultural data. Configuration**: URL: https://data.moa.gov.tw/api/v1/SheepQuotation Query Parameters: Start_time: 2024/12/01 End_time: 2024/12/31 MarketName: 台北二 api_key: <your_api_key> Headers: accept: application/json 3. Split Out Purpose**: Split the API response data array into individual items. Configuration**: Field to Split Out: Data 4. Google Sheets Purpose**: Append the data to Google Sheets. Configuration**: Operation: Append Document ID: <your_document_id> Sheet Name: Sheet1 Mapped Fields: TransDate, TcType, CropCode, CropName, MarketCode, MarketName Upper_Price, Middle_Price, Lower_Price, Avg_Price, Trans_Quantity 此 Workflow 從 台灣農業產品開放資料平臺 獲取農產品交易數據，並將其儲存到 Google Sheets 文件 中進行進一步分析。 主要功能 Manual Trigger：允許手動執行工作流程，以控制數據獲取的時間。 HTTP Request：向開放資料平臺的 API 發送請求，獲取詳細的交易數據，包括： 價格 (Upper, Middle, Lower, Average) 交易數量 作物和市場詳細資料 Split Out Node：逐筆處理每一筆記錄，確保數據準確無誤。 Google Sheets Integration：將數據追加到結構化的 Google Sheets 文件中，方便存取和分析。 節點設定 1. Manual Trigger 用途**：手動啟動工作流程。 設定**：無需額外設定。 2. HTTP Request 用途**：抓取農產品數據。 設定**： URL: https://data.moa.gov.tw/api/v1/SheepQuotation 查詢參數 (Query Parameters)： Start_time: 2024/12/01 End_time: 2024/12/31 MarketName: 台北二 api_key: <your_api_key> 標頭 (Headers)： accept: application/json 3. Split Out 用途**：將 API 回應的數據陣列分解為個別項目。 設定**： Field to Split Out: Data 4. Google Sheets 用途**：將數據追加至 Google Sheets。 設定**： Operation：Append Document ID：<your_document_id> Sheet Name：Sheet1 映射欄位 (Mapped Fields)： TransDate, TcType, CropCode, CropName, MarketCode, MarketName Upper_Price, Middle_Price, Lower_Price, Avg_Price, Trans_Quantity 請多利用 Curl Import 功能 例如 curl -X GET "https://data.moa.gov.tw/api/v1/AgriProductsTransType/?Start_time=114.01.01&End_time=114.01.01&MarketName=%E5%8F%B0%E5%8C%97%E4%BA%8C" -H "accept: application/json" 農業資料開放平台 文件

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This workflow allows you to receive updates from Wise and add information of a transfer to a base in Airtable. Wise Trigger node: This node will trigger the workflow when the status of your transfer changes. Wise node: This node will get the information about the transfer. Set node: We use the Set node to ensure that only the data that we set in this node gets passed on to the next nodes in the workflow. We set the value of Transfer ID, Date, Reference, and Amount in this node. Airtable node: This node will append the data that we set in the previous node to a table.

Drive-to-Store is a multi-channel marketing strategy that includes both the web and the physical context, with the aim of increasing the number of customers and sales in physical stores. This strategy guides potential customers from the online world to the physical point of sale through the provision of a coupon that can be spent in the store or on an e-commerce site. The basic idea is to have a landing page with a form and a series of unique coupons to assign to leads as a "reward" for filling out the form. This workflow is ideal for businesses looking to automate lead generation and management, especially when integrating with CRM systems like SuiteCRM and using Google Sheets for data tracking. How It Works Form Submission: The workflow starts with the On form submission node, which triggers when a user submits a form on a landing page. The form collects the user's name, surname, email, and phone number. Form Data Processing: The Form Fields node extracts and sets the form data (name, surname, email, and phone) for use in subsequent steps. Duplicate Lead Check: The Duplicate Lead? node checks if the submitted email already exists in a Google Sheets document. If the email is found, the workflow responds with a "duplicate lead" message (Respond KO node) and stops further processing. Coupon Retrieval: If the email is not a duplicate, the Get Coupon node retrieves a coupon code from the Google Sheets document based on the lead's email. Lead Creation in SuiteCRM: The Create Lead SuiteCRM node creates a new lead in SuiteCRM using the form data and the retrieved coupon code. The lead includes: First name, last name, email, phone number, and coupon code. Google Sheets Update: The Update Sheet node updates the Google Sheets document with the newly created lead's details, including: Name, surname, email, phone, coupon code, lead ID, and the current date and time. Response to Webhook: The Respond OK node sends a success response back to the webhook, indicating that the lead was created successfully. Set Up Steps Configure Form Trigger: Set up the On form submission node to collect user data (name, surname, email, and phone) via a web form. Set Up Google Sheets Integration: Configure the Duplicate Lead?, Get Coupon, and Update Sheet nodes to interact with the Google Sheets document. Ensure the document contains columns for email, coupon, lead ID, and other relevant fields. Set Up SuiteCRM Authentication: Configure the Token SuiteCRM node with the appropriate client credentials (client ID and client secret) to obtain an access token from SuiteCRM. Set Up Lead Creation in SuiteCRM: Configure the Create Lead SuiteCRM node to send a POST request to SuiteCRM's API to create a new lead. Include the form data and coupon code in the request body. Set Up Webhook Responses: Configure the Respond OK and Respond KO nodes to send appropriate JSON responses back to the webhook based on whether the lead was created or if it was a duplicate. Test the Workflow: Submit a test form to ensure the workflow correctly checks for duplicates, retrieves a coupon, creates a lead in SuiteCRM, and updates the Google Sheets document. Activate the Workflow: Once tested, activate the workflow to automate the process of handling form submissions and lead creation. Key Features Duplicate Lead Check**: Prevents duplicate leads by checking if the email already exists in the Google Sheets document. Coupon Assignment**: Retrieves a coupon code from Google Sheets and assigns it to the new lead. SuiteCRM Integration**: Automatically creates a new lead in SuiteCRM with the form data and coupon code. Data Logging**: Logs all lead details in a Google Sheets document for tracking and analysis. Webhook Responses**: Provides immediate feedback on whether the lead was created successfully or if it was a duplicate.

Trigger on new Typeform form submission Write data to Google Sheet Check severity of problem If very severe post message to Slack If not so severe just send an email Assumptions Google Sheet Sheet in Spreadsheet called "Problems". Columns Names: Name Email Severity Problem Example Sheet: https://docs.google.com/spreadsheets/d/17fzSFl1BZ1njldTfp5lvh8HtS0-pNXH66b7qGZIiGRU Typeform Typeform formular with questions named exactly like the columns of the Google Sheet.

CallForge - AI Gong Sales Call Processing Workflow Automate your Gong.io sales call analysis with AI-driven insights, real-time tracking, and structured CRM integration. Who is This For? This workflow is designed for: ✅ Sales teams looking to automate sales call processing. ✅ Revenue operations (RevOps) professionals managing high volumes of call data. ✅ AI-driven sales intelligence teams using Gong.io for data-driven insights. What Problem Does This Workflow Solve? Manually managing and analyzing large volumes of Gong call data is time-consuming and error-prone. With CallForge, you can: ✔ Automate call processing to scale AI-driven insights. ✔ Integrate with Notion to track and organize sales call data efficiently. ✔ Get real-time Slack updates to stay informed on call processing progress. ✔ Handle API failures gracefully, allowing easy reruns if a rate limit is hit. ✔ Ensure AI-ready analysis, feeding structured call data into an AI-powered system. What This Workflow Does 1. Triggers on New Gong Calls Captures new Gong calls and retrieves metadata, call summaries, and participant details. 2. Compares Calls Against Notion Database Checks whether the call has already been processed and stored in Notion. Prevents duplicate entries** from being added. 3. Creates a Parent Notion Record for AI Processing Stores call details such as date, title, URL, company name, sales rep, and opportunity details in Notion. Links calls to Salesforce Opportunity (SF Opp) data. Assigns sales representatives and customer information to each call. 4. Loops Through Calls for Processing Ensures resilience* by allowing failed runs to *restart where they left off**. Processes calls one at a time to prevent Notion rate limits. 5. Sends Call Data to an AI Processor Extracts structured call details and sends them to an AI-powered analysis workflow. Allows multiple AI agents to process and extract structured data from calls. 6. Provides Real-Time Slack Alerts Posts a progress update in Slack when the queue starts processing. Sends real-time call progress notifications. Sends a completion alert once all calls are processed. How to Set Up This Workflow 1. Connect Your APIs 🔹 Gong API Credentials – Ensure you have valid Gong API credentials in n8n. 🔹 Notion Database – Provide access to a Notion database for storing call insights. 🔹 Slack Integration – Configure a Slack channel for progress alerts. 🔹 AI Processing Workflow – Connect an AI-powered call processing workflow for final analysis. CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage CallForge - 02 - Prep Gong Calls with Sheets & Notion for AI Summarization CallForge - 03 - Gong Transcript Processor and Salesforce Enricher CallForge - 04 - AI Workflow for Gong.io Sales Calls CallForge - 05 - Gong.io Call Analysis with Azure AI & CRM Sync CallForge - 06 - Automate Sales Insights with Gong.io, Notion & AI CallForge - 07 - AI Marketing Data Processing with Gong & Notion CallForge - 08 - AI Product Insights from Sales Calls with Notion How to Customize This Workflow 💡 Modify Call Storage – Swap Notion for a different CRM or database (e.g., HubSpot, Airtable, Salesforce). 💡 Change AI Processing – Integrate a custom AI model for analyzing sales conversations. 💡 Customize Slack Notifications – Adjust Slack messages or send alerts via email instead. 💡 Expand with More Integrations – Connect with Salesforce, Pipedrive, or HubSpot for further enrichment. Why Use CallForge? 🚀 Automate Gong call tracking for seamless sales intelligence. 📊 Improve sales operations with structured, AI-powered insights. ⚡ Get real-time updates and keep your team informed instantly. Start optimizing your Gong call processing today!