Workflow Templates

Automatically research new leads in your target area, structure the results with AI, and append them into Google Sheets — all orchestrated in n8n. ✅ What this template does Uses Perplexity to research businesses (coffee shops in this example) with company name + email Cleans and structures the output into proper JSON using OpenAI Appends the new leads directly into Google Sheets, skipping duplicates > Trigger: Manual — “Start Workflow” 👤 Who’s it for Sales & marketing teams** who need to prospect local businesses Agencies** running outreach campaigns Freelancers** and consultants looking to automate lead research ⚙️ How it works Set Location → define your target area (e.g., Hershey PA) Get Current Leads → pull existing data from your Google Sheet to avoid duplicates Research Leads → query Perplexity for 20 businesses, excluding already-scraped ones Write JSON → OpenAI converts Perplexity output into structured Company/Email arrays Split & Merge → align Companies with Emails row-by-row Send Leads to Google Sheets → append or update leads in your sheet 🛠️ Setup instructions Follow these sticky-note setup steps (already included in the workflow): 1) Connect Google Sheets (OAuth2) In n8n → Credentials → New → Google Sheets (OAuth2) Sign in with your Google account and grant access In the Google Sheets node, select your Spreadsheet and Worksheet Example sheet: https://docs.google.com/spreadsheets/d/1MnaU8hSi8PleDNVcNnyJ5CgmDYJSUTsr7X5HIwa-MLk/edit#gid=0 2) Connect Perplexity (API Key) Sign in at https://www.perplexity.ai/account Generate an API key: https://docs.perplexity.ai/guides/getting-started In n8n → Credentials → New → Perplexity API, paste your key 3) Connect OpenAI (API Key) In n8n → Credentials → New → OpenAI API Paste your OpenAI API key In the OpenAI Chat Model node, select your credential and a vision-capable model (e.g., gpt-4o-mini, gpt-4o) 🔧 Requirements A free Google account An OpenAI API key (https://platform.openai.com) A Perplexity API key (https://docs.perplexity.ai) n8n self-hosted or cloud instance 🎨 How to customize Change the Search Area in the Set Location node Modify the Perplexity system prompt to target different business types (e.g., gyms, salons, restaurants) Expand the Google Sheet schema to include more fields (phone, website, etc.) 📬 Contact Need help customizing this (e.g., filtering by campaign, sending reports by email, or formatting your Google Sheet)? 📧 robert@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com

🧑‍💻 Description This workflow integrates Slack with an OpenAI Chat Agent to create a fully interactive chatbot inside your Slack workspace. It works in a bidirectional loop: A user sends a message in Slack. The workflow captures the message and logs it back into Slack (so you can monitor what’s being passed into the agent). The message is sent to an OpenAI-powered agent (e.g., GPT-4o). The agent generates a response. The response is formatted and posted back to Slack in the same channel or DM thread. This allows you to monitor, test, and interact with the agent directly from Slack. 📌 Use Cases Team Support Bot**: Provide quick AI-generated answers to FAQs in Slack. E-commerce Example**: The default prompt makes the bot act like a store assistant, but you can swap in your own domain knowledge. Conversation Monitoring**: Log both user and agent messages in Slack for visibility and review. Custom AI Agents**: Extend with RAG, external APIs, or workflow automations for specialized tasks. ⚙️ Setup Instructions 1️⃣ OpenAI Setup Sign up at OpenAI. Generate an API key from the API Keys page. In n8n → Credentials → New → OpenAI → paste your key and save. In the OpenAI Chat node, select your credential and configure the system prompt. Example included: “You are an ecommerce bot. Help the user as if you were working for a mock store.” You can edit this prompt to fit your use case (support bot, HR assistant, knowledge retriever, etc.). 2️⃣ Slack Setup Go to Slack API Apps → click Create New App. Under OAuth & Permissions, add the following scopes: Read: channels:history, groups:history, im:history, mpim:history, channels:read, groups:read, users:read. Write: chat:write. Install the app to your workspace → copy the Bot User OAuth Token. In n8n → Credentials → New → Slack OAuth2 API → paste the token and save. In the Slack nodes (e.g., Send User Message in Slack, Send Agent’s Response in Slack), select your credential and specify the Channel ID or User ID to send/receive messages. 🎛️ Customization Guidance Change Agent Behavior: Update the system message in the **Chat Agent node. Filter Channels**: Limit listening to a specific channel by adjusting the Slack node’s Channel ID. Format Responses: The **Format Response node shows how to structure agent replies before posting back to Slack. Extend Workflows**: Add integrations with databases, CRMs, or APIs for dynamic data-driven responses. 🔄 Workflow Flow (Simplified) Slack User Message → Send User Message in Slack → Chat Agent → Format Response → Send Agent Response in Slack 📬 Contact Need help customizing this workflow (e.g., multi-channel listening, advanced AI logic, or external integrations)? 📧 robert@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com

📄 What this workflow does This workflow automatically turns a topic and a reference image URL into a finished, branded article image. It uses GPT-4o to generate a short, detailed image prompt, sends it to FAL Flux image-to-image for rendering, polls until the job is completed, downloads and resizes the image, overlays your company logo, and finally saves the branded result into a specified Google Drive folder. 👤 Who is this for Content teams who need consistent, on-brand article images. Marketing teams looking to scale blog and landing page visuals. Designers who want to automate repetitive resizing and branding tasks. Anyone who needs a pipeline from topic → AI illustration → Google Drive asset. ✅ Requirements OpenAI (GPT-4o) API credentials (for image prompt generation). FAL API key for Flux image-to-image generation. Google Drive OAuth2 connection + target folder ID for saving images. A company logo file/URL (direct download link from Google Drive or any public URL). ⚙️ How to set up Connect OpenAI GPT-4o in the “Create prompt” node. Add your FAL API key to all HTTP Request nodes (generate image, check image finish, Get image link). Replace the logo link in “Get company’s logo” with your own logo URL. Configure the Google Drive node with your OAuth2 credentials and set the correct Folder ID. Update the image_url in “Link image” (or pass from upstream data). Test the workflow end-to-end with a sample subject and image. 🔁 How it works Form/Manual Trigger → Input subject + reference image URL. GPT-4o → Generates a <70-word sharp/detailed prompt (no text/logos). FAL Flux (HTTP Request) → Submits job for image-to-image generation. Polling Loop → Wait + check status until COMPLETED. Download Image → Retrieves generated image link. Resize Image → Standardize to 800×500 pixels. Get & Resize Logo → Fetch company logo, resize for branding. Composite → Overlay logo onto article image. Save to Google Drive → Final branded image saved in target folder. 💡 About Margin AI Margin AI is your AI Service Companion. We help organizations design intelligent, human-centric automation — from content pipelines and branding workflows to customer insights and sales enablement. Our tailored AI solutions scale marketing, operations, and creative processes with ease.

This template qualifies and segments B2B prospects in ProspectPro using live web data and AI. It retrieves website content and search snippets, processes them with an LLM, and updates the prospect record in ProspectPro with qualification labels and tags. The workflow ensures each prospect is processed once and can be reused as a sub-flow or direct trigger. ✨ Features Automatically qualify B2B companies based on website and search content Flexible business logic: qualify and segment prospects by your own criteria Updates ProspectPro records with labels and tags Live data retrieval via Bedrijfsdata.nl RAG API nodes Easy customization through flexible AI setup Extendable and modular: use as a trigger workflow or callable sub-flow ⚙ Requirements n8n instance or cloud workspace Install the Bedrijfsdata.nl Verified Community Node Bedrijfsdata.nl developer account (14-day free trial, 500 credits) Install the ProspectPro Verified Community Node ProspectPro account & API credentials (14-day free trial) OpenAI API credentials (or another LLM) 🔧 Setup Instructions Import the template and set your credentials (Bedrijfsdata.nl, ProspectPro, OpenAI). Connect to a trigger (e.g., ProspectPro "New website visitor") or call as a sub-workflow. Adjust qualification logic in the Qualify & Tag Prospect node to match your ICP. Optional: extend tags, integrate with Slack/CRM, or add error logging. 🔐 Security Notes Prevents re-processing of the same prospect using tags Error branches included for invalid input or API failures LLM output validated via a structured parser 🧪 Testing Run with a ProspectPro ID of a company with a known domain Check execution history and ProspectPro for enrichment results Verify updated tags and qualification label in ProspectPro 📌 About Bedrijfsdata.nl Bedrijfsdata.nl operates the most comprehensive company database in the Netherlands. With real-time data on 3.7M+ businesses and AI-ready APIs, they help Dutch SMEs enrich CRM, workflows, and marketing automation. Website: https://www.bedrijfsdata.nl Developer Platform: https://developers.bedrijfsdata.nl API docs: docs.bedrijfsdata.nl Support: https://www.bedrijfsdata.nl/klantenservice Support hours: Monday–Friday, 09:00–17:00 CET 📌 About ProspectPro ProspectPro is a B2B Prospecting Platform for Dutch B2B SMEs. It helps sales teams identify prospects, identify website visitors and more. Website: https://www.prospectpro.nl Platform: https://mijn.prospectpro.nl API docs: https://www.docs.bedrijfsdata.nl Support: https://www.prospectpro.nl/klantenservice Support hours: Monday–Friday, 09:00–17:00 CET

💡 What Problem Does It Solve? Businesses waste countless hours manually gathering online insights across platforms. Marketing and strategy teams need fast, structured visibility into what customers are saying and what competitors are promoting across regions and platforms. This workflow automates that process end-to-end by: Monitoring multiple platforms** (Facebook, Instagram, Google) across all selected regions. Extracting and cleaning live data* with precision and compliance through *Decodo’s advanced web intelligence engine**. Providing AI summaries:** It uses specialized AI agents to analyze the raw text and structure it into key insights. Delivering a clear, ready-to-read daily report** directly to your inbox — no dashboards, no manual effort. ⚙️ How to Configure It 1. Set Up the Decodo Connection In n8n, create a new Decodo Web Intelligence credential. Paste your Decodo authentication token (available in your Decodo dashboard under “Web Scraping API”). Setup Manual 2. Choose Your Regions and Topics Edit the “Set – Regions” node to list your markets Add your key search topics or terms 3. Review the AI-Generated Insights Decodo** fetches and cleans the latest content from social and web sources. Gemini-based AI agents summarize it into a structured report segmented by region and platform. The workflow emails the insights automatically, providing a quick morning market snapshot. ✨ Why It Works So Well Decodo provides the backbone — real-time, clean, and region-specific data — while AI transforms that data into business intelligence you can act on. If you need any help Get in Touch

Who’s it for Freelancers and agencies who track new Upwork leads via Vollna RSS and want clean logging to Google Sheets with instant Slack alerts. What it does Polls a Vollna RSS feed every few minutes, parses each job (title, budget, link, skills, categories), dedupes against your sheet, appends only new jobs, and notifies Slack with a compact alert. How it works Schedule Trigger fires on an interval. RSS Read pulls new items from Vollna. Filter (optional) skips non-ASCII titles. Code node normalizes fields (title/budget split, clean Upwork link, “Posted x mins ago”, etc.). Sheets Lookup + Compare prevents duplicates by job URL. Sheets Append writes new rows; Slack posts a job alert. Set up In ⚙️ Config, set: VOLLNA_RSS_URL, GOOGLE_SHEETS_DOC_ID, GOOGLE_SHEET_NAME, SLACK_CHANNEL_ID, EMAIL_TO (optional). Add OAuth credentials for Google Sheets, Slack, and Gmail (optional). Create sheet columns: TITLE, BUDGET, UPWORK JOB LINK, CATEGORIES, SKILLS, DATE, JOB DESCRIPTION, POSTED. (Optional) Adjust polling interval on the Schedule Trigger. Requirements • Vollna RSS feed URL (your tokenized link) • n8n (cloud or self-hosted) with Google Sheets + Slack creds Customize • Remove the ASCII filter for broader coverage. • Swap Gmail/Slack with your preferred notifier. • Add keyword filters before appending to Sheets.

Tired of shelling out big bucks for newsletters? This n8n workflow automates the delivery of personalized newsletters by leveraging BrowserAI for task management and scheduling. It simplifies the process of staying updated with daily news summaries, ensuring efficiency and consistency. BrowserAI is a serverless tool for web automation, solving CAPTCHAs, enabling seamless data extraction. Overview This workflow provides a structured approach to automate newsletter delivery, perfect for anyone desiring regular updates without high costs. It's ideal for tech enthusiasts, marketers, or any individual or organization seeking timely, curated content. Setup Instructions Pre-conditions BrowserAI Account: Ensure you have a BrowserAI account. If not, register! API Key: Obtain your API key from your BrowserAI dashboard. Step-by-Step Setup 🗓️ Start the Workflow and Get Yesterday’s Date Initiates every morning at 8 AM. Dynamically calculates and formats yesterday’s date to use as a reference for news content. 🌐 Create a BrowserAI Task Utilizes BrowserAI to gather relevant news articles and updates from various sources. Ensures the latest information is compiled efficiently through BrowserAI’s web extraction capabilities. ⏳ Wait for Task Completion Includes a control mechanism to pause until the BrowserAI task successfully completes. Regular status checks verify task completion to ensure smooth progression. 🔍 Retrieve and Verify Task Completion Retrieves task metadata with essential news article information upon completion. Evaluates completion status: If finalized, moves to the next step. If in fallback status, waits for fulfillment to ensure reliability. 📩 Send It to Your Email/WhatsApp/Telegram Prepares summarized news content for preferred communication channels. Reformats into an engaging newsletter format. Sends via email, WhatsApp, or Telegram for timely delivery. Customization Guidance Personalize Content:** Tailor the newsletter content by specifying keywords or themes in BrowserAI. Adjust Schedule:** Change the delivery time in n8n according to your preference. This workflow efficiently automates the newsletter creation and distribution process, solving the problem of costly and manually-intensive updates.

This workflow pulls marketing data from Google Sheets, aggregates spend by channel, generates an AI-written summary, and outputs a formatted PDF report using a custom HTML template on PDF.co. ⚙️ Setup Instructions 1️⃣ Prepare Your Google Sheet Copy this template into your Google Drive: Sample Marketing Data Add or update your marketing spend data in rows 2–100. Connect Google Sheets in n8n Go to n8n → Credentials → New → Google Sheets (OAuth2) Log in with your Google account and grant access Select the Spreadsheet ID and Worksheet in the workflow 2️⃣ Set Up PDF.co for PDF Reports Create a free account at PDF.co In PDF.co Dashboard → HTML to PDF Templates, create a new Mustache template Paste the HTML provided at the bottom of this description Save, and note your Template ID In n8n → Credentials → New → PDF.co API, paste your API Key and save In the workflow, select your PDF.co credential in the Create PDF node Replace the templateId with your Template ID 🧠 How It Works Google Sheets Node**: Pulls marketing spend data Summarize Nodes**: Aggregate total spend and spend per channel OpenAI Node**: Writes a daily summary of marketing performance Code Node**: Converts aggregated data into the correct shape for the PDF template PDF.co Node: Generates a final, formatted **PDF report 📬 Contact Need help customizing this (e.g., filtering by campaign, sending reports by email, or formatting your PDF)? 📧 robert@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com 📄 HTML Template (for PDF.co) > Paste this into a new HTML Template on PDF.co and reference its Template ID in your workflow. <!DOCTYPE html> <html> <head> <meta charset="utf-8" /> <title>Invoice {{invoiceNumber}}</title> <style> body { font-family: Arial, Helvetica, sans-serif; margin: 36px; color: #222; } .header { display: flex; justify-content: space-between; align-items: center; } .brand { max-height: 56px; } h1 { margin: 12px 0 4px; font-size: 22px; } .meta { font-size: 12px; color: #555; } .two-col { display: flex; gap: 24px; margin-top: 16px; } .box { flex: 1; border: 1px solid #ddd; padding: 12px; border-radius: 6px; } .label { font-size: 11px; color: #666; text-transform: uppercase; letter-spacing: .02em; } table { width: 100%; border-collapse: collapse; margin-top: 16px; } th, td { border-bottom: 1px solid #eee; padding: 10px 8px; font-size: 13px; } th { background: #fafafa; text-align: left; } tfoot td { border-top: 2px solid #ddd; font-size: 13px; } .right { text-align: right; } .totals td { padding: 6px 8px; } .grand { font-weight: 700; font-size: 14px; } .notes { margin-top: 18px; font-size: 12px; color: #444; } </style> </head> <body> Invoice {{invoiceNumber}} Date: {{invoiceDate}}   |   Due: {{dueDate}} {{#company.logoUrl}} {{/company.logoUrl}} From {{company.name}} {{company.address}} {{company.phone}} {{company.email}} Bill To {{billTo.name}} {{billTo.address}} {{billTo.email}} Description Qty Unit Price Line Total {{#items}} {{line}} {{description}} {{qty}} {{unitPriceFmt}} {{lineTotalFmt}} {{/items}} Subtotal {{subTotalFmt}} Tax ({{taxRatePct}}) {{taxAmountFmt}} Discount -{{discountFmt}} Total {{totalFmt}} Notes: {{notes}} Terms: {{terms}} </body> </html>

🎥 Auto-Summarize Zoom Recordings → Slack & Email Never lose meeting insights again! This workflow automatically summarizes Zoom meeting recordings using OpenAI GPT-4 and delivers structured notes directly to Slack and Email. ⚙️ How It Works Zoom Webhook – triggers when a recording is completed. Normalize Data – extracts meeting details + transcript. OpenAI GPT-4 – creates structured meeting summary. Slack – posts summary to your chosen channel. Email – delivers summary to your inbox. 🛠️ Setup Steps 1. Zoom Create a Zoom App with the recording.completed event. Add workflow webhook URL. 2. OpenAI Add your API key to n8n. Use GPT-4 for best results. 3. Slack Connect Slack credentials. Replace YOUR_SLACK_CHANNEL with your channel ID. 4. Email Connect Gmail or SMTP. Replace recipient email(s). 📊 Example Slack Message 📌 Zoom Summary Topic: Sales Demo Pitch Host: alex@company.com Date: 2025-08-30 Summary: Reviewed Q3 sales pipeline Discussed objections handling Assigned action items for next week ⚡ Get instant summaries from every Zoom meeting — no more manual note-taking!

Create your own Bitcoin Liquidity Exchange Channel with an AI Agent—fully integrated with 10 major centralized exchanges. This workflow acts as a liquidity intelligence agent, connecting multiple exchange order books into a unified dataset, then applying AI analysis to generate actionable trading insights. It’s the ultimate tool for Bitcoin traders, analysts, community managers, and researchers who need cross-exchange liquidity monitoring—delivered instantly through Telegram. 🔌 Supported Exchanges (Integrated) Binance Coinbase Bybit MEXC Gate.io Bitget OKX Kraken HTX (Huobi) Crypto.com 🌟 What Makes This Workflow Special? This isn’t just raw order book data—it’s an AI-powered aggregator that: Fetches BTC/USDT order books (up to 5000 levels deep) from 10 exchanges Normalizes & merges** liquidity data into a single view Uses GPT-4.1 or GPT-4.1-mini to detect liquidity clusters, imbalances, and support/resistance Generates two structured outputs: Liquidity Report (raw snapshots from all exchanges) AI Trading Brief (intraday + weekly signals) Publishes insights directly into a Telegram channel 🔍 What You Can Do 📊 Cross-Exchange Liquidity View Monitor total liquidity depth across top 10 exchanges Spot hidden bid/ask clusters and weak order book levels ⚡ Real-Time Signals Detect when liquidity evaporates at key price points Receive intraday + weekly trading briefs 📢 Community Ready Run your own public or private Telegram channel with automated liquidity updates ✅ Example Alerts “BTC liquidity depth update: $30M bid wall forming at $62,000 across Binance & OKX.” “Ask-side liquidity dropped 20% in the last hour on Bybit + Coinbase.” “Daily summary: Cross-exchange liquidity balanced, net inflow +3.2%.” “Liquidity cluster detected: strong support between $61,800 – $62,150.” 🛠️ Setup Instructions Create a Telegram Bot Use @BotFather to generate a bot token Add the bot to your channel and get the channel ID Configure API Keys OpenAI API Key (GPT-4.1 or GPT-4.1-mini) Telegram Bot Token + Channel ID Import Workflow into n8n Add credentials in the Set node (no hardcoding in HTTP nodes) Configure schedule trigger (15m, hourly, daily, etc.) Deploy & Test Run the workflow and confirm liquidity + AI insights appear in Telegram ⚙️ Workflow Architecture AI Brain** → GPT-4.1 or GPT-4.1-mini Data Sources** → 10 centralized exchanges (BTC/USDT order books) Data Normalization** → Unified liquidity dataset Outputs** → Liquidity Report (raw exchange stats) AI Trading Brief (signals + summaries) Delivery** → Telegram Channel 📝 Included Sticky Notes System Overview** (workflow purpose & design) Exchange Data Integration** (order book depth per CEX) Setup Guide** (Telegram + API keys) Customization Notes** (change frequency, extend signals) Legal Disclaimer** (AI analysis, not financial advice) Your Bitcoin liquidity insights—unified, AI-analyzed, and delivered in real time to Telegram.

✔ Short Description Automate your lead qualification pipeline — capture Typeform Webhook leads, enrich with APIs, score intelligently, and route to HubSpot, Slack, and Sheets in real-time. 🧩 Description Automate your lead management pipeline from form submission to CRM enrichment and routing. This workflow intelligently processes Typeform Webhook submissions, enriches leads using Hunter.io and Abstract API, scores them with dynamic logic, and routes them into HubSpot while keeping your sales team and tracking sheets up to date. It’s a full-stack automation designed to turn raw form submissions into prioritized, qualified CRM-ready leads — without manual intervention. 💡 Who’s it for Marketing teams managing inbound leads from web forms Sales operations teams that qualify and route leads CRM administrators automating lead data entry and scoring Automation professionals building data enrichment systems ⚙️ How it works / What it does Trigger: Receives new Typeform Webhook submissions via Webhook. Data Extraction: Parses name, email, and company info. Email Verification: Validates email deliverability with Hunter.io. Company Enrichment: Fetches company data (industry, size, country) using Abstract API. Lead Scoring Logic: Calculates a lead score and assigns a tier (Hot / Warm / Cold). Conditional Routing: Hot Leads (≥70) → Sent to HubSpot as Qualified. Warm/Cold Leads (<70) → Sent to HubSpot as Nurture stage. Revalidation Loop: Waits (e.g., 3 days) → Rechecks Nurture leads in HubSpot. Logs them to Google Sheets and alerts your Slack channel. 🧰 How to set up Connect accounts: Typeform Webhook (for inbound lead capture) Hunter.io (API key for email verification) Abstract API (for company enrichment) HubSpot (via OAuth2 credentials) Slack (for notifications) Google Sheets (for logging) Customize the Webhook URL inside your Typeform Webhook integration. Replace API keys with your own (Hunter.io, Abstract). Adjust scoring logic inside the Lead Scoring & Routing Logic node to fit your business. Set Wait duration (default: 10 seconds for testing → change to 3 days for production). Activate the workflow and test it with a sample form submission. 🔧 Requirements Typeform account with webhook capability Hunter.io account + API key Abstract API account + API key HubSpot account with OAuth2 credentials Slack workspace & channel Google Sheets integration 🎨 How to customize the workflow Scoring rules:** Modify the “Lead Scoring & Routing Logic” node to adjust how points are calculated (e.g., country, industry, employee size). CRM target:** Replace HubSpot nodes with another CRM (e.g., Pipedrive, Salesforce). Notification channel:** Swap Slack for Email, Discord, or MS Teams. Data source:** Replace Typeform Webhook with another trigger like Webflow Forms, Airtable, or custom API input. Tracking:** Add Google Analytics or Notion API for additional reporting. 🧭 Summary End-to-end lead automation workflow that combines form data, enrichment APIs, CRM updates, and Slack alerts into one intelligent system. Ideal for any team looking to centralize and qualify leads automatically — from submission to sales. 🧑‍💻 Creator Information Developed by: Adem Tasin 🌐 Website: ademtasin 💼 LinkedIn: Adem Tasin

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Automated Meeting Bot: Google Meet → AI Summary → Slack How it works Automatically joins Google Meet calls, transcribes conversations, and posts AI-generated summaries to Slack - completely hands-free meeting notes for busy teams. The workflow triggers when a Google Meet starts in your calendar, joins the meeting with a bot, waits for completion, then generates and posts a structured summary to your Slack channel. Set up steps Connect Google Calendar API for meeting detection Set up Vexa.ai account and obtain API key for meeting bot functionality Configure OpenAI API credentials for AI-powered summarization Create Slack bot token and add to desired channel Update calendar ID and Slack channel in workflow settings Test with a sample meeting to verify end-to-end functionality Keep detailed descriptions in sticky notes inside your workflow for easy configuration and troubleshooting.