Workflow Templates

📊 Description Most career advice is generic. This workflow builds a fully personalized AI coaching system that remembers every user, adapts to their career stage and goals, detects what kind of help they need, and gets more contextual with every conversation. It is not a simple chatbot — it is a structured coaching engine with user profiling, conversation memory, intent routing, and proactive weekly outreach. Built for women's communities, coaching platforms, HR teams, and edtech creators who want to deliver real personalized career support at scale without hiring a team of coaches. What This Workflow Does 💬 Opens a chat interface where users can start talking immediately — no signup required 🧮 Detects if the user is new or returning on every message using Google Sheets as a user database 📋 Walks new users through a 4-step onboarding — name, career stage, biggest challenge, and monthly goal 🗂️ Stores and updates every user profile in Google Sheets with full onboarding state tracking 🔍 Detects intent from every coaching message across 6 categories — salary negotiation, interview prep, career change, leadership, confidence building, and work-life balance 🤖 Routes each message to a topic-specific GPT-4o system prompt tailored to that coaching category 💬 Loads the last 5 conversations from history to give GPT-4o full context before generating a response ✅ Responds with personalized advice, one actionable step for today, and a follow-up question to keep momentum 📝 Logs every conversation to Google Sheets with timestamp, message, intent, and AI response 📧 Sends every fully onboarded user a personalized weekly check-in email every Sunday with a weekly challenge, progress acknowledgment, and motivational quote from a woman leader Key Benefits ✅ Full conversation memory — every session builds on the last ✅ Intent detection across 6 coaching categories — not one generic prompt ✅ User profiling — advice is always tailored to their stage, challenge, and goal ✅ Proactive weekly outreach — not just reactive coaching ✅ Complete audit trail — every conversation logged to Google Sheets ✅ Works for any number of users simultaneously via session-based identification ✅ No login or signup needed — just open the chat URL and start How It Works SW1 — Onboarding Every message hits the Chat Trigger and gets routed through the onboarding engine. The workflow reads all users from Google Sheets and matches the current session ID. If the user is new they go through 4 onboarding steps one message at a time — name, career stage with a numbered menu, biggest challenge with a numbered menu, and their monthly goal in their own words. Numbered responses are automatically mapped to their full label so 2 becomes Early Career (1-3 years) and 5 becomes Work-life balance. Every step is saved and the onboarding state is tracked so users can return to the same conversation and pick up exactly where they left off. SW2 — Coaching Engine Once onboarding is complete every subsequent message goes straight to the coaching engine. The workflow reads the user's last 5 conversations from the Conversation Log sheet for context. It then scans the message for intent keywords across 6 categories and selects the matching system prompt. GPT-4o receives the full user profile, conversation history, and topic-specific coaching instructions before generating a response. Every response includes a main coaching answer, one specific action the user can take today, and a follow-up question to continue the conversation. The full exchange is logged to the Conversation Log sheet. SW3 — Weekly Check-in Every Sunday at 10AM the workflow reads all fully onboarded users, pulls their recent conversation topics from the log, and generates a personalized weekly check-in email for each one via GPT-4o. The email includes a warm personalized greeting, acknowledgment of their progress, a concrete weekly challenge tied to their goal, and a motivational quote from a real woman leader relevant to their situation. Emails are sent via Gmail and every send is logged to the Weekly Checkins sheet. Features n8n Chat Trigger with public URL — shareable with any user Session-based user identification — no login required 4-step guided onboarding with numbered menu options Numbered response to label mapping for clean data storage New vs returning user detection on every message Google Sheets as full user database and conversation memory 6-category intent detection engine with keyword matching Topic-specific GPT-4o system prompts per coaching category Last 5 message context window passed to every GPT call Structured JSON responses — advice, action step, follow-up question Weekly Sunday proactive check-in via Gmail Personalized HTML email with challenge box and quote section Full logging across 3 sheets — User Profiles, Conversation Log, Weekly Checkins Requirements OpenAI API key (GPT-4o access) Google Sheets OAuth2 connection Gmail OAuth2 connection A configured Google Sheet with 3 sheets as above Setup Steps Create a Google Sheet called "AI Confidence Coach" with 3 sheets — User Profiles, Conversation Log, Weekly Checkins Paste your Sheet ID into all Google Sheets nodes Add your Google Sheets OAuth2 credentials Add your OpenAI API key Add your Gmail OAuth2 credentials Add your email as fallback in the Send Weekly Checkin Email node Activate the workflow and copy the Chat Trigger URL Open the chat URL and test the full onboarding flow with 5 messages Send a coaching question and confirm GPT-4o responds with personalized advice Add your email to the User Profiles sheet and run SW3 manually to test the weekly check-in email Share the chat URL with your users — the workflow runs itself from here Target Audience 🤖 Women's communities and career platforms who want to offer AI coaching at scale 💼 HR teams building internal confidence and career development tools 🎓 Edtech creators running women's upskilling and mentorship programs 🔧 Automation agencies building AI coaching products for clients

Here is the template specification based on the provided workflow and guidelines. Audit Instagram Influencer Safety and Engagement to Slack Description Protect your brand reputation and optimize your marketing budget by automatically vetting potential influencer partners. Manually analyzing engagement rates and reading through hundreds of comments to detect brand safety risks is time-consuming and prone to error. This workflow streamlines the due diligence process. By simply entering an Instagram username into a form, the system scrapes recent data, calculates engagement metrics to detect potential fake followers or bot activity, and uses AI to scan content for offensive language or competitor mentions. The final detailed audit report is delivered instantly to your Slack channel and logged in Google Sheets for record-keeping. Who is this for Influencer Marketing Managers:** To quickly vet creators before sending collaboration offers. Digital Agencies:** To perform scalable due diligence for client campaigns. Brand Managers:** To ensure potential partners align with brand safety guidelines and do not promote direct competitors. How it works Input: The workflow starts with an n8n Form where you enter the influencer’s Instagram handle and optional competitor names. Data Extraction: It triggers Apify (using the Instagram Scraper) to fetch the profile’s statistics and their most recent 30 posts. Engagement Analysis: A Code Node calculates the average engagement rate. It logic flags the account as "Suspicious" if the rate is unnaturally low (indicating fake followers) or suspiciously high (indicating bot farms). AI Safety Check: Recent post captions are aggregated and sent to OpenAI. The AI analyzes the text for risk flags (controversy, profanity), competitor mentions, and assigns a safety score. Reporting: The workflow saves the raw request and results to Google Sheets and sends a formatted summary report to a specific Slack channel. Requirements Apify Account:** You will need an API token and access to the Instagram Scraper actor. OpenAI Account:** An API key to perform the content safety analysis. Google Cloud Platform:** Credential with access to the Google Sheets API. Slack Workspace:** A configured Slack app/bot to post messages. How to set up Configure Credentials: Connect your Apify, Google Sheets, OpenAI, and Slack accounts in the respective nodes. Setup Google Sheet: Create a Google Sheet with two tabs: Audit Requests (Columns: username, timestamp) Audit Results (Columns: username, followers, engagementRate, status, safetyScore, riskFlags, recommendation) Configure Variables: Open the Workflow Configuration node (Set node) to input: Your apifyApiToken. engagementThresholdLow (default is 1%). engagementThresholdHigh (default is 10%). Update IDs: In the Store Audit Request and Store Audit Results nodes, select your created Google Sheet. In the Send Audit Report to Slack node, select the channel where you want reports to appear. How to customize the workflow Adjust Thresholds:* Change the engagementThresholdLow or engagementThresholdHigh values in the *Workflow Configuration** node to fit your specific industry benchmarks. Modify AI Criteria:* Edit the system prompt in the *AI Content Safety Audit** node to check for specific brand values, specific keywords, or tone of voice requirements. Change Output:* Replace the Slack node with an *Email* node (Gmail/Outlook) or a *Notion** node if you prefer to store reports in a project management database.

Create Airtable records from new ClickUp Doc pages This workflow automates the process of turning content from ClickUp Docs into structured data in Airtable. When a new task is created in ClickUp with a link to a ClickUp Doc in its name, this workflow triggers, fetches the entire content of that Doc, parses it into individual records, and then creates a new record for each item in a specified Airtable base and table. Who's it for This template is perfect for content creators, project managers, and operations teams who use ClickUp Docs for drafting or knowledge management and Airtable for tracking and organizing data. It helps bridge the gap between unstructured text and a structured database. How it works Trigger: The workflow starts when a new task is created in a specific ClickUp Team. Fetch & Parse URL: It gets the new task's details and extracts the ClickUp Doc URL from the task name. Get Doc Content: It uses the URL to fetch the main Doc and all its sub-pages from the ClickUp API. Process Content: A Code node parses the text from each page. It's designed to split content by * * * and separate notes by looking for the "notes:" keyword. Find Airtable Destination: The workflow finds the correct Airtable Base and Table IDs by matching the names you provide. Create Records: It loops through each parsed content piece and creates a new record in your specified Airtable table. How to set up Configure the Set Node: Open the "Configure Variables" node and set the following values: clickupTeamId: Your ClickUp Team ID. Find it in your ClickUp URL (e.g., app.clickup.com/9014329600/...). airtableBaseName: The exact name of your target Airtable Base. airtableTableName: The exact name of your target Airtable Table. airtableVerticalsTableName: The name of the table in your base that holds "Vertical" records, which are linked in the main table. Set Up Credentials: Add your ClickUp (OAuth2) and Airtable (Personal Access Token) credentials to the respective nodes. Airtable Fields: Ensure your Airtable table has fields corresponding to the ones in the Create New Record in Airtable node (e.g., Text, Status, Vertical, Notes). You can customize the mapping in this node. Activate Workflow: Save and activate the workflow. Test: Create a new task in your designated ClickUp team. In the task name, include the full URL of the ClickUp Doc you want to process. How to customize the workflow Parsing Logic:* You can change how the content is parsed by modifying the JavaScript in the Parse Content from Doc Pages Code node. For example, you could change the delimiter from * * to something else. Field Mapping:** Adjust the Create New Record in Airtable node to map data to different fields or add more fields from the source data. Trigger Events:** Modify the Trigger on New ClickUp Task node to respond to different events, such as taskUpdated or taskCommentPosted.

How It Works This workflow automates monthly revenue reconciliation across Stripe, PayPal, and bank statements by standardizing data formats, detecting discrepancies, and producing audit-ready reports. It concurrently retrieves revenue data from multiple sources, normalizes datasets into consistent structures, consolidates records, and reconciles transactions against bank statements with intelligent mismatch detection. The system aggregates monthly totals, generates detailed audit reports with clearly flagged discrepancies, archives finalized outputs to Google Drive, and notifies tax agents. Designed for accounting firms, finance teams, and businesses, it enables automated revenue verification, multi-channel reconciliation, discrepancy identification, and compliance audit documentation without manual record matching or error-prone spreadsheet workflows. Setup Steps Configure Stripe, PayPal. Set up normalization rules for date, currency, and transaction ID mappings. Connect Google Drive for report archiving and Gmail for agent notifications. Define mismatch thresholds and reconciliation tolerance parameters. Prerequisites Stripe, PayPal, and bank statement accounts Use Cases Accounting firms automating client revenue verification; multi-channel e-commerce businesses Customization Add additional payment sources (Square, Shopify), adjust normalization rules for regional formats Benefits Eliminates manual reconciliation, detects discrepancies automatically

⚙️ Automated Stripe Failed Payment Recovery (with Postmark + AI Email Generator) Recover failed Stripe subscription payments with AI-personalized emails sent via Postmark. 📝 Template Description Recover failed subscription payments automatically with Stripe, Postmark, and AI. This workflow listens for Stripe invoice.payment_failed webhooks, checks that the event is related to an auto-charged subscription, and then automatically sends a personalized email (generated with AI) to the customer. The email is polite, branded, but also urgent — encouraging the customer to pay quickly and avoid service cancellation. 🛠️ How it works 📣 Webhook Listens for Stripe webhook events. Make sure to connect it in your Stripe dashboard (see setup below). 🧹 Filter (Guard) Ensures the event is indeed an invoice event and filters out unrelated webhooks. 💡 Code Node Extracts useful fields (firstName, lastName, customer email, amount, currency, invoice number, hosted invoice URL, subscription description, account name). ✅ If Node Verifies that: Event type = invoice.payment_failed Billing reason = subscription_cycle Collection method = charge_automatically 👉 This ensures only recurring subscription invoices with auto-payment are processed. 🤖 AI Agent + OpenAI Generates a ready-to-send email JSON (to, subject, HTML body) using the extracted Stripe data. ✍️ You can customize the prompt here to match your brand’s tone of voice and style. 🧩 Code Parser Parses the AI model’s JSON output into fields (to_email, email_subject, email_body). 📧 HTTP Request (Postmark) Sends the email using Postmark’s API. You’ll need your own Postmark Server Token, From address, and Message Stream. 🚀 Setup Instructions 1. Stripe Webhook Go to Stripe Dashboard → Developers → Webhooks. Click + Add endpoint. Use your n8n Webhook URL (from the Webhook node) as the endpoint. Select event type: invoice.payment_failed. Save and deploy. 👉 Example docs: Stripe: Listen to events with webhooks. 2. Disable Stripe’s Default Failed Payment Emails In Stripe, go to Billing → Settings → Customer emails → Manage failed payments. Turn off “Failed payment” emails under the Revenue Recovery section. This prevents customers from receiving duplicate or conflicting emails. 3. Postmark Setup Create a Postmark account. Add a Server and copy the Server API Token. In n8n, add Postmark credentials with this token. Configure: From = your verified sending email (must be verified in Postmark). MessageStream = typically "outbound" (or any custom stream you set up). Docs: Postmark API overview. 4. OpenAI Setup Add your OpenAI credentials in n8n. Attach them to the OpenAI Chat Model node. You can modify the prompt in the AI Agent node to fit your company’s style. ✨ Customization Tips Update the AI prompt with your brand’s tone of voice (friendly, formal, playful, etc.). Adjust the HTML email design inside the prompt (button colors, footer, etc.). Add extra guard conditions (e.g., only trigger if invoice_amount > 0). Change the sending service: replace Postmark with Gmail, SMTP, or another provider. 💬 Or talk to our Billing Recovery Experts at flycode.com for hands-on help. ✅ Outcome Whenever a customer’s subscription payment fails, this workflow: Detects it instantly via Stripe Generates a polite but urgent recovery email Sends it automatically via Postmark Result: Fewer cancellations, higher recovered revenue, and a smoother customer experience. 💸💌

Healthcare Email Autoresponder - Daily Outreach 📧 A production-ready n8n workflow for automated healthcare email marketing with AI-powered personalization. 🎯 What This Workflow Does This automated email system sends daily personalized healthcare-themed emails to your contact list. Perfect for: Healthcare professionals building patient relationships Medical practices maintaining client engagement Wellness coaches staying connected with clients Health educators sharing daily motivation ✨ Key Features AI-Powered Personalization**: Uses OpenAI to customize each email with recipient's name Smart Rate Limiting**: Random 2-5 minute delays between emails to avoid spam filters Batch Processing**: Limits to 10 emails per run for better deliverability Email Tracking**: Updates Google Sheets to prevent duplicates and track progress Professional Templates**: Healthcare-themed content with customizable signatures Automated Scheduling**: Runs daily at 1 PM (customizable) 🛠️ Setup Instructions Prerequisites n8n instance (cloud or self-hosted) Gmail account for sending emails Google Sheets for contact management OpenAI API key Step 1: Import the Workflow Download the Healthcare_Email_Autoresponder_Community_Template.json file In n8n, go to Templates and click "Import from File" Select the downloaded JSON file The workflow will be imported as inactive Step 2: Configure Credentials Gmail OAuth2 Setup: Click on the "Send Email" node Create new Gmail OAuth2 credential Follow n8n's Gmail setup guide Test the connection Google Sheets Setup: Click on the "Healthcare_Contact_List" node Create new Google Sheets OAuth2 credential Replace YOUR_GOOGLE_SHEET_ID_HERE with your actual sheet ID Ensure your sheet has these columns: First Name Email Emailed (for tracking timestamps) OpenAI API Setup: Click on the "OpenAI Chat Model" node Create new OpenAI credential Add your OpenAI API key Select your preferred model (gpt-4o-mini recommended for cost efficiency) Step 3: Customize Your Email Template Click on the "AI Email Generator" node Edit the system message to include your details: Replace [YOUR NAME HERE] with your actual name Replace [YOUR TITLE HERE] with your professional title Replace [YOUR COMPANY HERE] with your company name Replace [YOUR PHONE NUMBER] with your phone number Replace [YOUR EMAIL] with your email address Replace [YOUR WEBSITE] with your website URL Step 4: Prepare Your Contact List Create a Google Sheet with the following structure: | First Name | Email | Emailed | |------------|-------------------|------------| | John | john@example.com | | | Jane | jane@example.com | | Important Notes: Leave the "Emailed" column empty initially The workflow will populate timestamps as emails are sent Only contacts with empty "Emailed" cells will receive emails Step 5: Test and Activate Test the workflow with a few sample contacts Check that emails are being generated and sent correctly Verify that Google Sheets is being updated with timestamps Once satisfied, activate the workflow 📊 Google Sheets Structure Your contact sheet should include these columns: First Name** (required): Used for personalization Email** (required): Recipient email address Emailed** (required): Timestamp tracking (leave empty initially) Optional columns you can add: Last Name Company Phone Notes ⚙️ Customization Options Change Email Frequency Edit the "Daily Trigger (1 PM)" node Modify the schedule (hourly, daily, weekly) Set preferred time zones Adjust Batch Size Edit the "Limit to 10 Contacts" node Change maxItems value (recommend staying under 50) Modify Wait Times Edit the "Random Wait (2-5min)" node Adjust the random delay formula Current: {{ Math.floor(Math.random() * 4) + 2 }} (2-5 minutes) Update Email Content Edit the system message in "AI Email Generator" node Change the joke, signature, or entire email structure Add seasonal content or special promotions 🔧 Troubleshooting Common Issues: Emails not sending Verify Gmail credentials are active Check email quota limits Ensure recipient emails are valid Google Sheets not updating Confirm sheet ID is correct Check column names match exactly Verify Google Sheets credentials AI not generating content Validate OpenAI API key Check API quota and billing Test with different model if needed Rate limiting issues Increase wait times between emails Reduce batch size Check Gmail sending limits 📈 Best Practices Start Small: Begin with 5-10 contacts to test deliverability Monitor Metrics: Track open rates and responses Respect Privacy: Include unsubscribe options Stay Relevant: Update content regularly Follow Regulations: Comply with CAN-SPAM and GDPR 🤝 Contributing to the Community This template is designed to be: Easy to understand**: Clear node names and documentation Production ready**: Includes error handling and rate limiting Customizable**: Template placeholders for personalization Well documented**: Comprehensive setup instructions Feel free to adapt this workflow for your specific healthcare niche! 📄 License This workflow template is provided free to the n8n community under MIT License. 🆘 Support For questions or issues: Check the n8n community forum Review n8n's official documentation Test each node individually to isolate problems Made with ❤️ for the n8n community

Streamline your manufacturing quality control process with automated inspection tracking, compliance documentation, and real-time alerts. This workflow eliminates manual QC paperwork while ensuring ISO compliance and instant visibility into product quality. 🎯 Use Case Perfect for manufacturing facilities that need to: Document quality inspections for compliance audits Track product defects and non-conformities Generate certificates of compliance automatically Alert teams instantly when products fail inspection Maintain ISO 9001:2015 documentation requirements ✨ Key Features Automated Data Collection Accepts inspection data from web forms (Typeform) or Google Sheets Processes measurements against predefined specifications Calculates PASS/FAIL status automatically Smart Documentation Stores all inspection records in Google Drive Maintains searchable tracking spreadsheet Generates HTML compliance certificates Creates audit-ready documentation trail Real-Time Alerts Instant Slack notifications for failed inspections Detailed non-conformity reporting Escalation to quality managers Daily Analytics Automated daily quality summaries at 8 AM Pass rate calculations and trend analysis Product and inspector performance metrics 🔧 Setup Requirements Google Workspace - For Sheets and Drive storage Slack - For team notifications Jotform (optional) - For web-based inspection forms Email (SMTP) - For sending compliance certificates 📝 Customization Tips Modify specifications in the "Process Inspection Data" node to match your products Add custom fields for industry-specific requirements Adjust alert thresholds and notification channels Extend certificate templates with your company branding 🏭 Industries Ideal for: Electronics, Automotive Parts, Medical Devices, Consumer Goods, Food & Beverage, Aerospace Components 💡 Example Scenario A electronics manufacturer uses this workflow to inspect PCB assemblies. When an inspector submits measurements via Jotform, the workflow automatically checks if dimensions and weight meet specifications, stores the report, and generates a certificate. If any board fails, the quality manager receives an immediate Slack alert with details. Time Saved: ~2 hours daily on documentation and reporting Error Reduction: 90% fewer data entry mistakes Compliance: 100% audit-ready documentation

How it works This workflow acts as an instant SDR that replies to new inbound leads across multiple channels in real time. It first captures and normalizes all incoming lead data into a unified structure. The workflow then evaluates IST working days and hours, generates a context-aware AI response, and routes the reply to the correct channel. Finally, it logs the full interaction, response status, and timing into Google Sheets. Step-by-step Step 1: Lead intake & normalization** Incomming Lead whatsapp1 – Receives new WhatsApp lead messages via webhook. Incomming Lead facebook1 – Captures incoming Facebook lead messages. Incomming Lead instagram1 – Listens for Instagram lead messages. Incomming Lead linkdin1 – Captures LinkedIn lead messages. Incomming Lead Website1 – Receives website form submissions. Normalize Lead Data6 – Normalizes WhatsApp lead fields. Normalize Lead Data7 – Normalizes Facebook lead fields. Normalize Lead Data8 – Normalizes Instagram lead fields. Normalize Lead Data9 – Normalizes LinkedIn lead fields. Normalize Lead Data5 – Normalizes website lead data. Switch2 – Merges all normalized leads into a single processing path. Step 2: Working hours & AI response** Extract Day and Hours1 – Converts timestamps to IST and extracts day and time. Is Working Day and Working Hour?1 – Determines whether the lead arrived during business hours. Code in JavaScript3 – Builds the AI prompt using lead details and timing context. Get Ai Response1 – Generates a short, human-like response. Step 3: Send reply & log data** Code in JavaScript4 – Combines AI output with normalized lead data. Switch3 – Routes the response based on the source channel. Send message – Sends WhatsApp replies. Send Instagram Message1 – Sends Instagram responses. Send Facebook Messages1 – Sends Facebook replies. Send Linkdin Messages1 – Sends LinkedIn responses. Send a message1 – Sends email replies for website leads. Code in JavaScript5 – Finalizes response status and metadata. google-sheet-name – Appends or updates lead and response data in Google Sheets. Why use this? Replies instantly to leads across all major inbound channels Keeps all lead data standardized and easy to manage Automatically respects IST working days and hours Reduces manual SDR workload without losing response quality Maintains a complete response log for reporting and follow-up

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 automated n8n workflow streamlines the process of receiving, processing, and delivering patient-friendly lab reports with precautionary advice. 🏆 Minimal But Complete Design: Node Flow: 📧 Email Trigger → Monitors inbox for lab reports 📄 PDF Extract → Processes attachments & extracts content 🤖 AI Simplify → Converts medical jargon to simple language ✨ Format Response → Creates beautiful patient-friendly layout 📤 Send Report → Delivers simplified report via email 🚀 Key Features: ✅ Automatic Processing: Monitors email for lab report PDFs Extracts content from attachments No manual intervention needed ✅ AI-Powered Simplification: Converts complex medical terms to plain English Explains what each test result means Adds ✅/⚠️ indicators for normal/abnormal results ✅ Patient-Friendly Output: Professional HTML email formatting Clear sections: Summary, Results, Precautions Includes next steps and follow-up advice ✅ Built-in Safety: Always includes medical disclaimers Encourages consulting healthcare providers Handles edge cases with fallbacks 🛠️ Setup Requirements: APIs Needed: IMAP Email** (Gmail, Outlook, etc.) Ollama AI Model** (Local medical AI) SMTP Email** (Sending service) Quick Configuration: Import the JSON into n8n Set up email credentials (IMAP + SMTP) Configure Ollama medical model Test with a sample lab report 📋 Sample Output: 🩺 Your Lab Report - Simplified ✅ CHOLESTEROL: 180 mg/dL - Normal! Good job maintaining healthy levels. ⚠️ BLOOD SUGAR: 126 mg/dL - Slightly high Normal is under 100. Consider reducing sugar intake. 🔬 VITAMIN D: 25 ng/mL - Low You may need supplements. Ask your doctor. 📋 PRECAUTIONS: • Eat more fruits and vegetables • Exercise 30 minutes daily • Schedule follow-up in 3 months • Watch for: excessive thirst, fatigue

Who's it for This template is perfect for anyone struggling with habit consistency who wants a fun, engaging way to maintain daily routines. It's ideal for productivity enthusiasts, fitness beginners, remote workers, students, or anyone who loves gamification and RPG elements. If you've ever wished your daily tasks felt more like an adventure game, this workflow is for you. How it works The workflow runs automatically every morning at your chosen time (default: 6 AM) and transforms your daily habits into an RPG adventure: Daily Trigger - Scheduled to run every morning Player Stats Generation - Creates random level, XP, and streak data (in production, connect to a database) Quest Generation - Assigns daily "quests" based on the day of week (weekday routines, weekend specials, Monday goals) Quote Fetching - Gets a motivational quote from a free API Achievement Processing - Checks for milestone achievements (7-day streak, 30-day streak, level 10) Email Creation - Builds a beautiful HTML email with game-like design Email Delivery - Sends the quest email via Gmail Stats Logging - Records execution statistics The system includes different habit sets for weekdays and weekends, random bonus quests, a rank system (D to SSS), achievement unlocks, and progress tracking with visual elements like progress bars. Setup steps Setup takes approximately 5 minutes: Import the workflow into your n8n instance Connect Gmail - Click "Create New" in the Gmail node credentials and authenticate via OAuth2 Update recipient email - Change "your-email@gmail.com" to your actual email in the "Send Quest Email" node Customize habits (optional) - Edit the quest arrays in the "Generate Daily Quests" node Test the workflow - Click "Execute Workflow" to send a test email Activate - Toggle the workflow to "Active" when ready for daily automation Requirements Gmail account with OAuth2 authentication n8n instance (cloud or self-hosted) No external API keys required (uses free Quotable API) No database required (uses random data for demonstration) How to customize the workflow Modify Daily Habits Edit the questDatabase object in the "Generate Daily Quests" node: Add your own habits with custom names Adjust XP and coin rewards Change difficulty levels (Easy, Medium, Hard, Epic, Bonus) Set different quests for weekdays vs weekends Visual Customization In the "Create Email Template" node: Modify color schemes in the CSS Adjust font sizes and layouts Change emoji icons for quests Update achievement thresholds Timing and Schedule In the "Daily Morning Trigger" node: Change the trigger hour (default: 6 AM) Adjust timezone if needed Set different schedules for weekdays/weekends Motivational Content Update daily motivation messages for each day of the week Customize achievement names and descriptions Modify rank titles and progression Add your own fallback quotes This workflow brings the addictive nature of RPG games to your daily habits, making routine tasks feel like an epic adventure. Perfect for anyone who wants to level up their life, one quest at a time!

WooCommerce Seasonal Sales Planning & Monitor → SET Pattern Compare → Slack This workflow automatically aggregates sales data, calculates performance trends (Revenue & Orders) against previous months and years, identifies the top-selling SKU and sends a strictly formatted, professional summary report to Slack. This workflow runs on a schedule (e.g., daily or weekly) to generate a snapshot of your business performance. It fetches sales data from your database or e-commerce platform, calculates growth percentages (vs. Month, vs. Year), formats the data into a clean JSON structure and sends a structured report to Slack without unnecessary clutter or emojis. You receive: Automated comparison of Revenue & Order counts** Trend analysis (Percentage change & directional trend)** Identification of the Top Performing SKU** A clean, professional Slack alert for team visibility** Ideal for management teams needing a quick, data-driven pulse check on store performance without manually running reports. Quick Start – Implementation Steps Add your Database or API Credentials (e.g., Postgres, Shopify, WooCommerce) in the data fetching nodes. Connect your Slack account credentials and select the target channel. Ensure your data source provides current, vsMonth and vsYear metrics (or use the calculation nodes provided). Review the Slack Node to ensure the JSON block formatting matches your preference. Activate the workflow — automated reporting begins instantly. What It Does This workflow automates the generation of your business trend report: Trigger: Starts automatically based on a schedule (e.g., every morning at 8 AM). Fetch Data: Retrieves raw sales numbers for the current period, previous month and previous year. Process Trends: Calculates the percentage difference and determines the trend direction (Increase, Flat, Decrease). Identify Top SKU: Sorts product sales to find the highest-performing item of the period. Format Report: Constructs a strict JSON object containing: Revenue (Current, vs Month, vs Year) Orders (Current, vs Month, vs Year) Top SKU Name Send Slack Alert: Pushes a cleanly formatted message (using Block Kit or Markdown) to your team channel. This ensures your team focuses on the numbers that matter, with zero manual effort. Who’s It For This workflow is ideal for: E-commerce Store Owners Sales & Marketing Managers Data Analysts Operations Teams Executive leadership requiring daily snapshots Teams preferring data-heavy, emoji-free reports Requirements to Use This Workflow To run this workflow, you need: n8n instance** (cloud or self-hosted) Data Source** (PostgreSQL, MySQL, Shopify, WooCommerce or Google Sheets) Slack workspace** with API permissions (Webhook or Bot Token) Basic understanding of JSON structure for Slack Block Kit How It Works Scheduled Trigger – Initiates the workflow at a specific time. Get Sales Data – Queries your backend to get the raw numbers. Calculate Logic – Compares current numbers vs. historical data to generate percentages. Create Report Object – Maps the values into a standardized JSON format (e.g., revenue.current, orders.vsYear). Format Message – Converts the JSON object into a Slack-readable text block or UI block. Send Notification – Posts the final report to Slack. Setup Steps Import the provided n8n JSON file. Open the Data Fetch nodes and configure your database/API connection. Ensure your query returns the necessary fields (Revenue Orders, SKU). Verify the Format Data node is correctly mapping your variables to the JSON structure: {{ $json"revenue" }} {{ $json"orders"["percent"] }} Connect Slack API credentials and choose your channel. Run a test execution to verify the numbers appear correctly in Slack. Activate the workflow — done! How To Customize Nodes Customize Report Metrics Modify the Set/Calculation nodes: Add Average Order Value (AOV) Include Customer Acquisition Cost (CAC) Change the comparison period (e.g., vs Last Week instead of Month) Customize Slack Layout You can modify the JSON in the Slack node to: Use Block Kit for a table-like structure (columns for Revenue/Orders) Use Plain Text for a simple list view Add or remove bold formatting (bold) Add a "View Dashboard" button link Customize Data Source Replace the generic database node with: Shopify Node** (Get Orders) WooCommerce Node** (Get Sales Report) Stripe Node** (Get Balance Transactions) Google Sheets** (Read Row) Add-Ons (Optional Enhancements) You can extend this workflow to: Send reports to Email or Microsoft Teams in addition to Slack. Generate a PDF report using an HTML-to-PDF service. Save the daily snapshot into a "History" table in Airtable/Database. Add conditional alerts (e.g., @mention the CEO if Revenue drops by >20%). Integrate with OpenAI to write a qualitative analysis of the trends. Use Case Examples 1. Morning Standup Report Delivers key metrics to the team channel 15 minutes before the daily meeting. 2. Performance Monitoring Quickly identifies if a new marketing campaign is driving order volume. 3. Inventory Awareness Highlights the "Top SKU" so the warehouse team knows what is moving fast. 4. Executive Summaries Provides leadership with a noise-free, "just the numbers" view of the business. Troubleshooting Guide | Issue | Possible Cause | Solution | | :--- | :--- | :--- | | "N/A" in Trend | No historical data found | Ensure database has data for previous month/year | | Slack formatting broken | Invalid JSON syntax | Check quotes and brackets in Slack node | | Wrong Top SKU | Sorting logic incorrect | Verify the "Sort" node is ordering by Count DESC | | Authentication Error | Slack token expired | Re-connect Slack credentials in n8n | | Workflow not running | Schedule disabled | Toggle "Active" switch to ON | Need Help? If you need help customizing or extending this workflow — integrating specific ERPs, creating complex visual dashboards or scaling your data reporting, feel free to contact our n8n workflow development experts at WeblineIndia. We are happy to assist you with advanced automation solutions.