Workflow Templates

This workflow fetches free Udemy courses hourly via the Udemy Coupons and Courses API on RapidAPI, filters them, and updates a Google Sheet. It sends alerts on errors for smooth monitoring. Node-by-Node Explanation Schedule Trigger: Runs the workflow every hour automatically. Fetch Udemy Coupons: Sends POST request to the Udemy Coupons and Courses API on RapidAPI to get featured courses. Check API Success: Verifies if the API response is successful; routes accordingly. Filter Free Courses: Selects only courses with sale_price of zero (free courses). Send Error Notification: Emails admin if API fetch fails for quick action. Sync Courses to Google Sheet: Appends or updates the filtered free courses into Google Sheets. Google Sheets Columns id name price sale_price image lectures views rating language category subcategory slug store sale_start Google Sheets Setup & Configuration Steps Create Google Sheet: Create or open a Google Sheet where you want to sync courses. Set Headers: Add columns headers matching the fields synced (id, name, price, etc.). Enable Google Sheets API: Go to Google Cloud Console, enable Google Sheets API for your project. Create Service Account: In Google Cloud Console, create a Service Account with editor access. Download Credentials: Download the JSON credentials file from the service account. Share Sheet: Share your Google Sheet with the Service Account email (found in JSON file). Configure n8n Google Sheets Node: Use the service account credentials, set operation to “Append or Update”, provide Sheet URL and sheet name or gid. Match Columns: Map the course fields to your sheet columns and set id as the unique key for updates. How to Obtain RapidAPI Key & Setup API Request Sign up/Login: Visit RapidAPI Udemy Coupons and Courses API and create an account or log in. Subscribe to API: Subscribe to the Udemy Coupons and Courses API plan (free or paid). Get API Key: Navigate to your dashboard and copy your x-rapidapi-key. Configure HTTP Request: In your workflow’s HTTP Request node: Set method to POST. URL: https://udemy-coupons-and-courses.p.rapidapi.com/featured.php Add headers: x-rapidapi-host: udemy-coupons-and-courses.p.rapidapi.com x-rapidapi-key: your copied API key Set content type to multipart/form-data. Add body parameter: page=1 (or as needed). Test API: Run the node to ensure the API responds with data successfully before continuing workflow setup. Use Cases & Benefits Automates daily updates of free Udemy courses in your sheet using the Udemy Coupons and Courses API on RapidAPI. Saves manual effort in tracking coupons and deals. Enables quick error alerts to maintain data accuracy. Ideal for course aggregators, affiliate marketers, or learning platforms needing fresh course data. Who This Workflow Is For Content curators and edtech platforms tracking free courses. Affiliate marketers promoting Udemy deals. Anyone needing real-time access to updated free Udemy coupons.

🛡️ Evaluate Guardrails Node Accuracy with Automated Test Suite This workflow benchmarks the n8n Guardrails node across multiple safety categories -including PII, NSFW, jailbreak attempts, secret keys, and unsafe URLs. It runs 36 structured test cases, classifies each as PASS or VIOLATION, calculates accuracy metrics, and emails a detailed HTML report. 🔄 How it works The workflow loops through 36 predefined test prompts. Each prompt is checked by the Guardrails node for violations. Results are recorded as PASS or VIOLATION. The system calculates metrics (accuracy, precision, recall, F1). A formatted Markdown → HTML report is generated and sent via Gmail. ⚙️ Set up steps Add your OpenAI and Gmail credentials in n8n. Replace YOUR_MAIL_HERE in the Gmail node with your own address. (Optional) Change the model in the OpenAI Chat Model node. Default: gpt-4o-mini You can switch to gpt-5 or another available model if needed. Click Execute Workflow: test cases will run automatically. Check your inbox for the results. 🧠 Who it’s for AI safety testers and workflow developers n8n users experimenting with the Guardrails node Teams validating LLM moderation, filtering, or compliance setups 🧩 Requirements n8n v1.119+ Guardrails node enabled OpenAI credentials (optional but recommended) Email integration (Gmail or SendGrid) 💡 Why it’s useful Use this test suite to understand how accurately the Guardrails node identifies unsafe content across different categories. The generated metrics help you fine-tune thresholds, compare models, and strengthen AI moderation workflows. Example result

Detect duplicate candidates by email/phone from Gmail to Slack using Google Sheets This workflow automatically detects duplicate job applicants by checking incoming emails from Gmail against existing records in Google Sheets. If a candidate's email is already found in the sheet, it sends an alert to Slack; otherwise, it adds the candidate to the sheet. Who’s it for HR and recruitment teams processing candidate emails manually Startups or SMEs handling job applications via Gmail Anyone who wants to automate resume collection and deduplication Teams using Slack and Google Workspace How it works Triggers every few minutes via the Schedule Trigger node Fetches recent emails labeled "applicant" from Gmail Extracts candidate details from the email body using regex Reads all existing rows from the Google Sheet Compares the candidate’s email with existing entries If duplicate → Sends a Slack alert If new → Appends to the Google Sheet How to set up Label candidate emails in Gmail with a label like applicant Connect Gmail, Google Sheets, and Slack credentials in n8n Create a Google Sheet with these columns: candidate_name, candidate_email, candidate_phone, role_applied, years_of_experience, recruiter, resume_url, source_email Import the workflow JSON Update: Gmail label ID Google Sheet ID Slack channel or user Activate the workflow Requirements n8n (self-hosted or cloud) Gmail account with access to labeled application emails Google Sheet to store candidates Slack account with chat:write scope Basic regex familiarity (optional) How to customize Change comparison logic to include phone numbers. Add fallback logic to check for similar names. Add filters for roles, experience levels. Forward resumes to Drive or Notion. Trigger an approval flow for screened candidates. Add‑ons Google Drive: Upload parsed resumes. Notion / Airtable: Store structured candidate records. Webhooks: Forward to ATS or CRM. PDF parsers: Extract data from attachments. Use Case Examples | Use Case | Description | | ------------------- | ----------------------------------------------------- | | Resume deduplication | Avoid processing the same applicant twice | | Auto Slack alert | Instantly notify recruiter of repeat candidates | | Centralized tracking | Keep candidate records in Sheets for filtering/export | | Passive sourcing | Run hourly checks on labeled Gmail inboxes | Common troubleshooting | Issue | Possible Cause | Solution | | ------------------------ | ------------------------------------------ | -------------------------------------------------------------- | | Slack message not sent | Invalid Slack token / channel not selected | Reauthorize Slack connection and select correct user/channel | | Google Sheet not updated | Sheet ID or tab name is incorrect | Double-check the Sheet URL and worksheet tab | | Email data not extracted | Email body format doesn’t match regex | Adjust regex in the "Code" node | | Nothing happens | Gmail label or date filter is too strict | Ensure emails exist with the right label in the last X minutes | Need Help? Need help setting it up or tweaking regex for your custom email format? We’re happy to help — just ask! Want to add phone number duplication checks or auto-resume upload to Google Drive? Our Automation team at WeblineIndia can guide you step-by-step.

This n8n template from Intuz provides a complete and automated solution for instant team-wide financial visibility. It actively monitors QuickBooks and, upon detecting a new invoice, immediately sends a detailed alert to your chosen Slack channel. For customized reporting, the workflow can pull specific keywords or data like the customer name, invoice amount, and due date directly into the Slack message, creating a complete, real-time feed of your company's sales activity. Use Cases Sales Team Visibility:** Instantly notify the sales channel when an invoice is generated for a deal they closed. Finance & Ops Sync:** Keep the finance team aware of all billing activities as they happen in a dedicated channel. Account Management:** Alert account managers when invoices are sent to their clients, allowing for proactive follow-up. Executive Dashboard:** Create a high-level #billing-feed channel for leadership to monitor revenue-generating activities in real time. How it Works 1. Instant Webhook Trigger: The workflow begins when an invoice is created or updated in QuickBooks. A configured webhook in your Intuit Developer Portal sends a real-time notification to n8n, instantly activating the flow. 2. Fetch Full Invoice Details: The initial webhook payload only contains a basic event notification. This node uses the invoice ID from that payload to query the QuickBooks API and retrieve the full invoice details, such as the customer's name, due date, and domain. 3. Format Key Data: A simple but essential Code node takes the raw data from QuickBooks and cleans it up. It extracts only the most important fields (ID, Domain, Customer Name, Due Date) and organizes them for the next step. 4. Send Slack Notification: The final node crafts a human-readable message and posts it to your chosen Slack channel. The message is dynamically populated with the invoice data, providing a clear and concise update for the whole team. For example: Invoice having ID: 160 having the Domain: QBO for the customer Rondonuwu Fruit and Vegi which is due on 2025-09-07 has been generated successfully. Setup Instructions To get this workflow running, follow these configuration steps: 1. Credentials: QuickBooks: Connect your QuickBooks account credentials to n8n. Slack: Connect your Slack account using OAuth2 credentials. 2. QuickBooks Webhook Configuration: First, activate this n8n workflow. This will make the webhook URL live. Copy the Production URL from the QuickBooks Webhook node. Log in to your Intuit Developer Portal, navigate to the webhooks section for your application, and paste the URL. Ensure you subscribe to Invoice events (e.g., Create, Update, etc.). 3. Node Configuration: Get an invoice: No configuration needed; it will automatically use your QuickBooks credentials. Send a message (Slack): In the parameters, select the Slack Channel where you want the notifications to be posted. Support If you need help setting up this workflow or require a custom version tailored to your specific use case, please feel free to reach out to the template author: Website: https://www.intuz.com/services Email: getstarted@intuz.com LinkedIn: https://www.linkedin.com/company/intuz Get Started: https://n8n.partnerlinks.io/intuz For Custom Worflow Automation Click here- Get Started

This workflow automatically tracks shipments across multiple courier services, updates Google Sheets, and notifies customers via WhatsApp/Email when status changes. Good to know Runs daily at 9 AM and only sends notifications when shipment status actually changes API costs may apply for courier tracking (Delhivery, DHL) and WhatsApp notifications Requires Google Sheet with proper column structure and valid API credentials Currently supports Delhivery and DHL APIs but easily expandable How it works Daily Trigger**: Cron node runs workflow every day at 9 AM Get Shipments List**: Fetches all shipment data from Google Sheet Filter Active Shipments**: Excludes delivered orders and empty tracking numbers Route by Courier**: Directs shipments to appropriate API (Delhivery or DHL) Track via APIs**: Makes real-time tracking calls to courier services Parse Tracking Data**: Normalizes different API responses and detects status changes Check Status Change**: Only processes shipments with actual status updates Update & Notify**: Simultaneously updates Google Sheet, sends WhatsApp message, and email notification Execution Summary**: Logs workflow performance metrics How to use Import the JSON workflow into n8n Create Google Sheet with columns: tracking_number, order_id, customer_email, customer_phone, courier, status, location, last_updated, estimated_delivery Configure credentials: Google Sheets OAuth2, Delhivery API, DHL API, WhatsApp API, SMTP Replace YOUR_GOOGLE_SHEET_ID with actual sheet ID Test workflow manually before enabling daily schedule Requirements Google Sheets API access Courier API keys (Delhivery, DHL) WhatsApp Business API credentials SMTP email service n8n instance (self-hosted or cloud) Customizing this workflow Add courier services**: Create new HTTP Request node and update routing logic Change frequency**: Modify cron expression (hourly: 0 * * * *, twice daily: 0 9,17 * * *) Customize notifications**: Edit WhatsApp/Email templates in respective nodes Add CRM integration**: Insert CRM update node after status change detection

Who is this for? This workflow is for online store owners, support teams, and marketing staff who want to automatically verify WhatsApp numbers and send order invoice links or personalized order updates to customers. It’s built against WooCommerce order webhooks but can be adapted to Shopify or other e-commerce platforms that provide billing and line_items. What this Workflow Does Receives order events (Webhook / WooCommerce order.updated). Normalizes the payload into a compact object: { data: { customer, products, invoice_link } } via a Code node. Iterates items in batches (SplitInBatches) to control throughput. Cleans phone numbers (removes non-digits) and verifies WhatsApp registration using Rapiwa (/api/verify-whatsapp). Sends templated WhatsApp messages through Rapiwa (/api/send-message) for verified numbers. Logs every attempt into Google Sheets: one sheet for verified & sent rows, another for unverified & not sent rows. Uses a Wait node to throttle and loop back into the batch processor. Key Features Trigger-based automation (Webhook or WooCommerce trigger). Payload normalization and mapping via JavaScript Code nodes. Controlled batching (SplitInBatches) to avoid rate limits. Pre-send verification of WhatsApp numbers using Rapiwa. Conditional branching with the IF node to separate verified vs unverified flows. Personalized message templates that pull customer and product fields from the mapped data. Logging and audit trail stored in Google Sheets (two separate append flows). How to Use — Step-by-step Setup Add credentials in n8n Rapiwa: Create an HTTP Bearer credential and paste your Bearer token (example name used in the flow: Rapiwa Bearer Auth). Google Sheets: Create an OAuth2 credential (example: Google Sheets). WooCommerce: Add WooCommerce API credentials for the trigger (or configure Shopify credentials if adapting). Import / configure nodes in n8n Webhook (or WooCommerce Trigger): receive order payloads. Example Webhook path is present in the exported flow. Code node Format Webhook Response Data: map body.billing, body.line_items, body.payment_url into { data: { customer, products, invoice_link } }. Code node Clean WhatsApp Number: ensure the phone number is a string and strip non-digits: String(rawNumber).replace(/\D/g, ""). HTTP Request Check valid whatsapp number Using Rapiwa: POST to https://app.rapiwa.com/api/verify-whatsapp with { number }. Use the Rapiwa Bearer credential. IF If: check verification result. The flow compares {{$json.data.exists}} to "true" in the exported flow; normalize types if your API returns booleans. HTTP Request Rapiwa Sender: POST to https://app.rapiwa.com/api/send-message with number, message_type: 'text', and a templated message (see message template in the flow). Google Sheets Store State of Rows in Verified & Sent and Store State of Rows in Unverified & Not Sent Google Sheet Column Structure Create these columns exactly (the Google Sheets nodes in the flow expect these names): A Google Sheet formatted like this ➤ sample | Name | Number | Email | Address | Product Title | Product ID | Size | Quantity | Total Price | Product Image | Invoice Link | Product Status | Validity | Status | |-----------------|---------------|-------------------|--------------|------------------------------------------------|------------|------|----------|----------------|--------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------|----------------|------------|----------| | Abdul Mannan | 8801322827799 | contact@spagreen.net | mirpur dohs | Air Force 1 Reigning Champ Dark Grey 1:1 - 40 | 251 | 40 | 1 | BDT 5800.00 | | Invoice | on-hold | verified | sent | | Abdul Mannan | 8801322827799 | contact@spagreen.net | mirpur dohs | Air Force 1 Reigning Champ Dark Grey 1:1 - 40 | 251 | 40 | 1 | BDT 5800.00 | | Invoice | on-hold | unverified | not sent | Customization Ideas Adapt the Code mapping node for Shopify payloads or other marketplaces. Iterate and include multiple products in the message instead of using products[0]. Add filters in the Code node (e.g., only process orders with total > 5000). Add fallback channels (SMS or email) for unverified numbers. Persist logs into a database for analytics and retention beyond Google Sheets. Add admin notifications (Slack, email) at the end of each run. Useful Links Dashboard:** https://app.rapiwa.com Official Website:** https://rapiwa.com Documentation:** https://docs.rapiwa.com Support & Help WhatsApp**: Chat on WhatsApp Discord**: SpaGreen Community Facebook Group**: SpaGreen Support Website**: https://spagreen.net Developer Portfolio**: Codecanyon SpaGreen

How it Works This workflow automatically monitors your Google Ads campaigns every day, analyzing performance with AI-powered scoring to identify scaling opportunities and catch issues before they drain your budget. Each morning at 9 AM, it fetches all active campaign data including clicks, impressions, conversions, costs, and conversion rates from your Google Ads account. The AI analysis engine evaluates four critical dimensions: CTR (click-through rate) to measure ad relevance, conversion rate to assess landing page effectiveness, cost per conversion to evaluate profitability, and traffic volume to identify scale-readiness. Each campaign receives a performance score (0-100 points) and is automatically categorized as Excellent (75+), Good (55-74), Fair (35-54), or Underperforming (0-34). High-performing campaigns trigger instant Slack alerts to your PPC team with detailed scaling recommendations and projected ROI improvements, while underperforming campaigns generate urgent alerts with specific optimization actions. Every campaign is logged to your Google Sheets dashboard with daily metrics, and the system generates personalized email reports—action-oriented scaling plans for top performers and troubleshooting guides for campaigns needing attention. The entire analysis takes minutes, providing your team with daily intelligence reports that would otherwise require hours of manual spreadsheet work and data analysis. Who is this for? PPC managers and paid media specialists drowning in campaign data and manual reporting Marketing agencies managing multiple client accounts needing automated performance monitoring E-commerce brands running high-spend campaigns who can't afford budget waste Growth teams looking to scale winners faster and pause losers immediately Anyone spending $5K+ monthly on Google Ads who needs data-driven optimization decisions Setup Steps Setup time:** Approx. 15-25 minutes (credential configuration, dashboard setup, alert customization) Requirements:** Google Ads account with active campaigns Google account with a tracking spreadsheet Slack workspace SMTP email provider (Gmail, SendGrid, etc.) Create a Google Sheets dashboard with two tabs: "Daily Performance" and "Campaign Log" with appropriate column headers. Set up these nodes: Schedule Daily Check: Pre-configured to run at 9 AM daily (adjust timing if needed). Fetch Google Ads Data: Connect your Google Ads account and authorize API access. AI Performance Analysis: Review scoring thresholds (CTR, conversion rate, cost benchmarks). Route by Performance: Automatically splits campaigns into high-performers vs. issues. Update Campaign Dashboard: Connect Google Sheets and select your "Daily Performance" tab. Log All Campaigns: Select your "Campaign Log" tab for historical tracking. Slack Alerts: Connect workspace and configure separate channels for scaling opportunities and performance issues. Generate Action Plan: Customize email templates with your brand voice and action items. Email Performance Report: Configure SMTP and set recipient email addresses. Credentials must be entered into their respective nodes for successful execution. Customization Guidance Scoring Weights:** Adjust point values for CTR (30), conversion rate (35), cost efficiency (25), and volume (10) in the AI Performance Analysis node based on your business priorities. Performance Thresholds:** Modify the 75-point Excellent threshold and 55-point Good threshold to match your campaign quality distribution and industry benchmarks. Benchmark Values:** Update CTR benchmarks (5% excellent, 3% good, 1.5% average) and conversion rate targets (10%, 5%, 2%) for your industry. Alert Channels:** Create separate Slack channels for different alert types or route critical alerts to Microsoft Teams, Discord, or SMS via Twilio. Email Recipients:** Configure different recipient lists for scaling alerts (executives, growth team) vs. optimization alerts (campaign managers). Schedule Frequency:** Change from daily to hourly monitoring for high-spend campaigns, or weekly for smaller accounts. Additional Platforms:** Duplicate the workflow structure for Facebook Ads, Microsoft Ads, or LinkedIn Ads with platform-specific nodes. Budget Controls:** Add nodes to automatically pause campaigns exceeding cost thresholds or adjust bids based on performance scores. Once configured, this workflow will continuously monitor your ad spend, identify opportunities worth thousands in additional revenue, and alert you to issues before they waste your budget—transforming manual reporting into automated intelligence. Built by Daniel Shashko Connect on LinkedIn

How it works This workflow automatically processes bank statements from various formats and extracts structured transaction data with intelligent categorization using AI. Key Steps File Upload - Accepts bank statements via webhook upload (PDF, Excel, CSV formats). Smart Format Detection - Automatically routes files to appropriate processors (PDF text extraction or spreadsheet parsing). AI-Powered Extraction - Uses GPT-4 to extract account details, transactions, and balances from statement data. Data Processing & Categorization - Cleans, validates, and automatically categorizes transactions into expense categories. Database Storage - Saves processed data to PostgreSQL database for analysis and reporting. API Response - Returns structured summary with transaction counts, expense totals, and category breakdowns. Set up steps Setup time: 8-12 minutes Configure OpenAI credentials - Add your OpenAI API key for AI-powered data extraction. Set up PostgreSQL database - Connect your PostgreSQL database and create the required table structure. Configure webhook endpoint - The workflow provides a /upload-statement endpoint for file uploads. Customize transaction categories - Modify the AI prompt to include your preferred expense categories. Test the workflow - Upload a sample bank statement to verify the extraction and categorization process. Set up database table - Ensure your PostgreSQL database has a bank_statements table with appropriate columns. Features Multi-format support**: PDF, Excel, CSV bank statements AI-powered extraction**: GPT-4 extracts account details and transactions Automatic categorization**: Expenses categorized as groceries, dining, gas, shopping, utilities, healthcare, entertainment, income, fees, or other Data validation**: Cleans and validates transaction data with error handling Database storage**: PostgreSQL integration for data persistence API responses**: Clean JSON responses with transaction summaries and category breakdowns Smart routing**: Automatic format detection and appropriate processing paths

This n8n template from Intuz delivers a complete and automated solution to streamline your development workflow for a single repository. By embedding specific keywords and a JIRA issue ID within your git commit commands, this workflow automatically creates a Pull Request in GitHub and simultaneously updates the corresponding JIRA ticket. This provides a complete, seamless integration that eliminates manual steps and keeps your project management perfectly in sync with your codebase. How it works This workflow acts as a powerful bridge between your Git repository and your project management tools, driven entirely by the structure of your commit messages. GitHub Webhook Trigger: The workflow starts when a developer pushes a new commit to a specified repository in GitHub. Parse Commit Message: A Code node extracts key information from the commit message: The JIRA Issue Key (e.g., FF-1196). The base branch for the PR (e.g., development). Action commands like [auto-pr] and [taskcompleted]. Conditional PR Creation: An IF node checks if the [auto-pr] command is present. If yes, it uses the GitHub node to automatically create a pull request from the developer's branch to the specified base branch. If no, this step is skipped, allowing for multiple commits before a PR is made. Conditional JIRA Update: Another IF node checks for the [taskcompleted] command. If yes, it uses the JIRA node to transition the corresponding issue to your "Done" status (e.g., "Task Completed" or "In Review"). If no, the JIRA issue remains in its current state, perfect for work-in-progress commits. How to Use: Quick Start Guide Click the "Use Template" button to import this workflow into your n8n instance. Configure the GitHub Trigger: Open the "GitHub Push Trigger" node. It will display a unique Webhook URL. Copy this URL. In your GitHub repository, go to Settings > Webhooks > Add webhook. Paste the URL into the Payload URL field. Set the Content type to application/json. Under "Which events would you like to trigger this webhook?", select Just the push event. Click Add webhook. Connect Your Accounts: GitHub: Select your GitHub API credential in the "Create Pull Request" node. JIRA : Select your JIRA API credential in the "Update JIRA Issue Status" node. Customize the JIRA Transition (Important): Open the "Update JIRA Issue Status" node. In the Transition parameter, you need to set the specific status you want to move the issue to (e.g., 'Done', 'Completed', 'In Review'). You can use the ID or the exact name of the transition from your JIRA project's workflow. Activate the Workflow: Save your changes and activate the workflow. You're ready to automate! Example Commit Message: git commit -m "FF-1196 Implement OAuth login [auto-pr,development,taskcompleted]" Key Requirements to Use Template An active n8n instance. A GitHub account with repository admin permissions to create webhooks. A JIRA Cloud account with permissions to update issues. Developers who can follow the specified git commit message format. Connect with us Website: https://www.intuz.com/services Email: getstarted@intuz.com LinkedIn: https://www.linkedin.com/company/intuz Get Started: https://n8n.partnerlinks.io/intuz For Custom Worflow Automation Click here- Get Started

Overview Transform your contract management process with this enterprise-grade workflow that handles the complete contract lifecycle - from initial intake through execution, monitoring, and renewal. This comprehensive solution combines AI-powered contract analysis with automated risk scoring, clause comparison, obligation tracking, and proactive alerts. It integrates with multiple data sources including email, SharePoint, contract CLM systems, and creates a centralized contract intelligence hub that prevents revenue leakage, ensures compliance, and accelerates deal velocity. What You Can Do This advanced workflow orchestrates a complete contract management ecosystem that monitors multiple channels (email, Google Drive, SharePoint, APIs) for new contracts and amendments. It extracts and analyzes over 50 contract data points using AI, performs multi-dimensional risk assessment across legal, financial, and operational factors, compares clauses against your approved template library, tracks all obligations and key dates with automated reminders, integrates with Salesforce/CRM for deal alignment, routes contracts through dynamic approval workflows based on risk scores, generates executive dashboards with contract analytics, and maintains a searchable repository with version control. The system handles complex scenarios including multi-party agreements, framework contracts with statements of work, international contracts requiring jurisdiction analysis, and M&A due diligence requiring bulk contract review. Who It's For Designed for enterprise legal operations teams managing thousands of contracts annually, procurement departments negotiating complex vendor agreements, contract managers overseeing multi-million dollar portfolios, compliance teams ensuring regulatory adherence across jurisdictions, sales operations needing faster contract turnaround, and C-suite executives requiring contract intelligence for strategic decisions. Essential for organizations in regulated industries (healthcare, finance, government) and companies undergoing digital transformation of their legal operations. The Problem It Solves Manual contract management creates massive operational risks and inefficiencies. Organizations typically have contracts scattered across emails, shared drives, and filing cabinets with no central visibility. This leads to missed renewal deadlines costing 5-10% of contract value, unauthorized contract variations creating compliance risks, obligation failures resulting in penalties and damaged relationships, and inability to leverage favorable terms across similar contracts. Studies show that inefficient contract management costs organizations up to 9% of annual revenue. This workflow creates a single source of truth for all contracts, automates tracking and compliance, and provides predictive insights to prevent issues before they occur. Setup Instructions Multi-Channel Integration: Configure connectors for email (Office 365/Gmail), Google Drive, SharePoint, and contract management systems PDF Vector Setup: Install PDF Vector node and configure API with enterprise rate limits Database Configuration: Set up PostgreSQL/MySQL for contract repository with proper indexing Template Library: Upload your standard contract templates and approved clause library Risk Framework: Configure risk scoring matrix for your industry (legal, financial, operational risks) Approval Matrix: Define approval routing based on contract value, type, and risk score CRM Integration: Connect to Salesforce/HubSpot for opportunity and account alignment Notification Setup: Configure Slack/Teams channels and email distribution lists Dashboard Creation: Set up Tableau/PowerBI connectors for executive reporting Security Configuration: Enable encryption, audit logging, and role-based access controls Key Features Intelligent Intake System**: Monitor email attachments, shared folders, CRM uploads, and API submissions Advanced AI Extraction**: Extract 50+ data points including nested obligations and conditional terms Multi-Dimensional Risk Scoring**: Analyze legal, financial, operational, and reputational risks Clause Library Comparison**: Compare against approved templates and flag deviations Obligation Management**: Track deliverables, milestones, and SLAs with automated alerts Dynamic Approval Routing**: Route based on AI risk score, contract value, and deviation analysis Version Control & Redlining**: Track all changes and maintain complete audit trail Salesforce Integration**: Sync contract data with opportunities and accounts Predictive Analytics**: Forecast renewal likelihood and negotiation outcomes Bulk Processing**: Handle M&A due diligence with parallel processing of hundreds of contracts Multi-Language Support**: Process contracts in 15+ languages with automatic translation Executive Dashboards**: Real-time visibility into contract portfolio and risk exposure Customization Options Implement industry-specific modules for healthcare (BAAs, DPAs), financial services (ISDAs, loan agreements), technology (SaaS, licensing), or government contracting. Add AI models trained on your historical contracts for better extraction accuracy. Create custom risk factors for emerging regulations like AI governance or ESG compliance. Build integration with specific CLM systems (Ironclad, Docusign CLM, Icertis). Implement advanced analytics including contract similarity scoring, win-rate analysis by clause variations, and automatic playbook generation. Add blockchain integration for smart contract execution and configure automated contract assembly for standard agreements. Note: This workflow uses the PDF Vector community node. Make sure to install it from the n8n community nodes collection before using this template.

🤖AI-Powered Appointment Scheduling with Google Calendar & Sheets Virtual Receptionist Automate customer conversations with an AI-powered virtual receptionist. This workflow can chat naturally with clients, answer general business questions (like services, location, and hours), check availability in Google Calendar, book appointments, and save customer details in Google Sheets. Fully customizable for any business type — salons, clinics, agencies, consultants, and more. 📖 How It Works Welcome the customer when the customer says hi AI greets warmly: “Hello! I’m [AI name] from [Business name].” Answer general questions Provides instant replies about services, pricing, business location, hours, and availability. Understand their need Identifies the service requested and preferred time. Check availability Queries Google Calendar for open slots. Gather customer details Collects name, phone, and email (optional). Confirm booking Creates the appointment in Google Calendar. Save records Logs booking and customer info into Google Sheets. ⚙️ Setup Steps (Quick) Connect your Google Calendar and Google Sheets accounts. Add your business details (name, type, services, hours, policies) to the Business Info Sheet. Configure your OpenAI API key (or use n8n free credits). Optional: Connect Twilio WhatsApp for direct chat responses. 🏢 Example Business Info (Google Sheet) | business_id | business_name | business_type | location | phone | email | services | calendar_id | timezone | currency | working_hours | ai_name | ai_personality | ai_role | emergency_available | booking_advance_days | cancellation_hours | |-------------|-----------------|---------------------|----------------------------------|-----------------|---------------------------|----------|-----------------------|----------|----------|--------------------------------|---------|-----------------------------------|------------------------------------------------------------------------------------------------|----------------------|----------------------|-------------------| |001| Luxe Hair Studio | Hair & Beauty Salon | 123 Main Street, New York, NY 10001 | 1 (XXX) XXX-XXXX | yourbusiness@email.com | “Haircut & Styling (60 minutes, $3500…)Hair Coloring (120 minutes, $8000…)…” | calendar-id-here | GMT -3 | USD | Mon–Sat: 9:00 AM – 7:00 PM, Sun: Closed | bella | Friendly, Stylish, Professional | Manages bookings, answers FAQs, recommends services, gives beauty tips, sends reminders, etc. | no | 10 | 24 | ✅ Purpose: Supplies context (services, pricing, hours, AI personality, booking policies). 💡 The AI uses this sheet to answer general business questions (e.g., “Where are you located?”, “Do you do hair colouring?”, “What are your working hours?”). 📊 Appointments Sheet Example | client_number | client_name | event_id | summary | services | |----------------|-------------|-----------|----------------------------------|----------| | 001 | Sarah Lee | evt-10293 | Appointment with Sarah Lee – Haircut & Styling | Haircut & Styling | | 002 | John Smith | evt-10294 | Appointment with John Smith – Highlights | Highlights | ✅ Purpose: Logs confirmed bookings with service details and links back to Google Calendar. 💡 Features ✅ AI receptionist with conversation memory ✅ Answers FAQs – location, services, hours, pricing ✅ Google Calendar integration for real-time availability ✅ Google Sheets integration for customer records & reporting ✅ Customizable AI name, role, and personality 🔑 Who It’s For Salons & Spas** – Manage bookings and FAQs Clinics & Health Services** – Automated scheduling + patient info Agencies & Consultants** – Answer inquiries + schedule meetings Any Service Business** – Save time, improve customer experience

🛡️ Jamf Policy Integrity Monitor 🎯 Overview A security-focused n8n workflow that monitors Jamf Pro policies for any unauthorized or accidental modification. It delivers configuration integrity and real-time visibility across managed Apple environments. ⚙️ Setup Instructions Add your Jamf Pro and Slack credentials in n8n. Import the workflow template. Configure your preferred schedule and alert channel. No coding required. The setup takes minutes. 🔍 How It Works The workflow connects to Jamf Pro API, detects configuration changes, and sends instant alerts to Slack. It maintains awareness of policy integrity while minimizing manual checks. The logic runs automatically in the background for continuous monitoring. 📢 Slack Notification Example :warning: Policy: Uninstall EDR modified :calendar: DateTime: Oct 5, 2025, 10:23:27 AM ✅ Why It Matters Jamf provides no built-in alerts when policies are modified. This workflow closes that visibility gap and gives your team instant awareness of policy changes without manual auditing. Ideal for security engineers, Jamf administrators, and compliance teams focused on operational assurance.