Workflow Templates

4 nodes1 views

Generate Marketing Reports from Google Sheets with GPT-4 Insights and PDF.co

by Robert Breen

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 with GPT-4 → Slack & Email

by David Olusola

🎥 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!

4 nodes1 views

Automate Bitcoin Trading Insights with 10-Exchange Liquidity Data and GPT-4.1 Analysis

by Don Jayamaha Jr

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.

5 nodes

Automated Meeting Summaries: Google Meet to Slack with Vexa.ai and GPT-4o

by Vladimir

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.

AI-Powered Security Analysis for n8n with Google Gemini and n8n audit API

by Hatem Gifaeeri

💬Communication & Collaboration

Generate a security audit report from an n8n instance to a web form This workflow provides a deep-dive security assessment of an n8n instance using the native Audit API and AI analysis. Who’s it for This template is for n8n administrators and DevSecOps engineers who need to maintain a high security standard across their automation infrastructure. It is particularly useful for teams managing self-hosted instances with multiple users. How it works The workflow triggers via an n8n Form where you provide your instance URL and API key. It calls the official n8n Audit API to scan for five categories of risk: instance settings, credentials, database (SQL injection), nodes, and filesystem access. A Code node parses this data, which is then analyzed by Google Gemini to create a prioritized remediation plan. Requirements n8n version v1.0 or higher. A Google Gemini API Key. An n8n API Key with 'Audit' scope permissions. How to set up Create a Google Gemini API credential in n8n. Ensure your n8n API key has the correct scopes. Execute the workflow and enter your credentials into the trigger form. How to customize the workflow You can easily swap the Google Gemini node for OpenAI or Anthropic. You can also add a 'Send Email' or 'Slack' node at the end to automatically route the report to your security channel instead of just viewing it in the browser.

5 nodes

Summarize Private Equity & M&A News from RSS Feeds to Gmail with GPT-4

by Ali Muthana

Who’s it for This template is for professionals, students, and investors who want a simple daily finance briefing. It is useful for anyone who follows private equity, mergers & acquisitions, and general market news but prefers short summaries instead of reading long articles. How it works The workflow runs twice a day using a schedule trigger (default 09:00 and 15:00). It pulls articles from three RSS feeds: NYT Private Equity, DealLawyers M&A, and Yahoo Finance. The items are merged and limited to the five most recent stories. A code node formats them into a clean block of text. An AI Agent rewrites each article into a short, engaging 5–6 sentence summary. The results are delivered directly to your inbox via Gmail. How to set up Add your Gmail credential and replace {{RECIPIENT_EMAIL}} with your email. Insert your OpenAI API key. (Optional) Replace the RSS feed URLs with your preferred sources. Adjust the schedule times if needed. Requirements n8n v1.112+ Gmail credential OpenAI API key How to customize You can add more feeds, increase the number of articles, or translate summaries into another language. You can also deliver the summaries to Slack, Notion, or Google Sheets instead of email.

4 nodes

Create Viral YouTube Content from Reddit Posts with GPT-4o and Google Sheets

by kiran adhikari

📝 Description This workflow automates the collection, filtering, and scoring of trending AskReddit posts for viral potential. It pulls posts from Reddit, removes duplicates, calculates a custom virality score, and writes the final candidates into Google Sheets for later use in content creation. This is Phase 1 of the AskReddit → YouTube Shorts automation pipeline. It prepares clean, high-quality data that can be used in the next phases (script generation, AI video creation, and publishing). ⚙️ Setup Steps Import Workflow into your n8n instance. Reddit API: Add your Reddit API credentials in the "Get AskReddit Posts" node. Google Sheets: Connect your Google account. Point the "Write Candidates" node to your target Google Sheet. Virality Scoring: The "Add Virality Score" node assigns weights (e.g., upvotes, comments). Adjust the scoring logic as needed for your niche. Run Workflow: Execute manually or schedule with Cron. Verify that trending AskReddit posts appear in your sheet, scored and cleaned.

4 nodes1 views

Beginner Data Analysis: Merge, Filter & Summarize in Google Sheets with GPT-4o

by Robert Breen

This beginner-friendly n8n workflow teaches essential data manipulation techniques using Google Sheets and AI. You'll learn how to: ✅ Merge two datasets by a shared column (Channel) 🔍 Filter rows based on performance metrics (Clicks, Spend) 🔀 Branch logic into "Great" vs. "Poor" outcomes 📊 Summarize results by team leader 🤖 Use an OpenAI-powered agent to generate a written analysis highlighting the best and worst performers Perfect for marketers, analysts, or anyone learning how to clean, transform, and interpret data inside n8n. Includes: 📁 Sample Google Sheet to copy 🛠 Setup instructions for Google Sheets & OpenAI ✨ AI summary powered by GPT-4o-mini 👋 Questions or Feedback? Feel free to reach out — I’m happy to help! Robert Breen Founder, Ynteractive 🌐 ynteractive.com 📧 robert@ynteractive.com 📺 YouTube: YnteractiveTraining 🔗 LinkedIn: linkedin.com/in/robertbreen

Transform Meeting Notes into Asana Tasks & Slack Summaries with GPT-4o

by Kareem

Transform meeting notes into organized tasks automatically This workflow uses AI to extract action items, decisions, and key details from any meeting notes format—then creates tasks in Asana and sends a formatted summary to Slack. Perfect for sales teams, project managers, and anyone who wants to stop manually tracking action items from meetings. What gets extracted Action items with assignees and due dates Key decisions made Pain points or challenges mentioned Budget discussions Next meeting dates How it works The workflow uses a simple form where you paste meeting notes (from AI notetakers like Otter.ai, manual notes, or any text). GPT-4o analyzes the content and extracts structured data. Each action item becomes an Asana task with the assignee name, due date, and full meeting context in the notes. All tasks are then aggregated into a formatted Slack message with clickable links, key decisions, pain points, and budget info. Your team gets a complete meeting summary without reading through pages of notes. Setup requirements OpenAI API key for GPT-4o Asana workspace with OAuth2 connection Slack workspace with OAuth2 connection Customization ideas Replace the form trigger with an email trigger to auto-process notes sent to a specific inbox Modify the AI prompt to extract additional fields like risks, dependencies, or next steps Add conditional logic to route different meeting types to different Asana projects or Slack channels Connect to other project management tools like ClickUp, Monday.com, or Jira instead of Asana Add Google Calendar integration to automatically schedule next meetings Good to know GPT-4o costs approximately $0.01-0.03 per meeting analysis The form can be shared with your team for easy submission All meeting context is preserved in Asana task notes for reference Slack messages include clickable task links for quick access

4 nodes

Update Grocery Lists in Asana via Telegram Voice & Text using GPT-4o mini

by zawanah

This n8n workflow demonstrates how to use AI to update your grocery list in Asana via Telegram chat or voice. Use cases Update grocery list details in Asana eg. check or uncheck the items, update expiry dates, update quantities etc. How it works Instruct telegram bot (via chat or voice) to update a grocery item using natural language. For example, "we just bought 10 cartons of milk that expires in 6 months". If via text, just the text message will be sent to the Grocery Agent. If via voice, voice file will be downloaded then transcribed into text using OpenAI. Once Grocery agent receives the text, it will search the item in your grocery list in Asana. It will then check the item since it's bought, and update the quantity and expiry date accordingly. Once task is done, it will respond with the changes it made and insert a hyperlink to Asana if you want to see it. How to set up Set up Telegram bot via Botfather. See setup instructions here Setup OpenAI API for transcription services (Credits required) here Set up Openrouter account. See details here Set up Asana API using the account where you have your grocery list set in. See details here Customization Options You can have other custom fields you use to track other than expiry dates or quantity. For example, food type, date purchased etc. Requirements Asana account where you manage your grocery list Telegram bot Open AI account Open Router account

Classify Intercom Messages & Route to ClickUp or Slack with GPT-4o-mini

by Avkash Kakdiya

How it works This workflow automates the classification and routing of incoming Intercom conversations. When a new customer message arrives, it is analyzed by AI to determine category, sentiment, urgency, and tags. Based on this classification, the workflow creates tasks in ClickUp for Support or Product requests, or sends real-time alerts to Slack for Sales inquiries. Step-by-step Webhook Intake Triggered when Intercom sends a new conversation payload. Captures customer details, message content, and metadata. AI Classification Sends the conversation JSON to OpenAI (gpt-4o-mini) with a structured prompt. AI returns a JSON object with category (Support, Product, Sales, Other), sentiment, urgency, reasoning, and tags. Processing & Structuring A Code node parses the AI output and merges it with conversation details. Prepares formatted task fields such as title, description, customer info, and priority. Conditional Routing Support requests → Task created in ClickUp with urgency and tags. Product requests → Task created in ClickUp with structured details. Sales inquiries → Slack alert sent to the Sales channel with context and AI reasoning. Other → No task/action triggered. Benefits Automates Intercom ticket triage and routing in real time. Ensures consistent, AI-driven classification of all customer conversations. Reduces manual review time for Support, Product, and Sales teams. Creates structured tasks with enriched metadata for faster resolution. Keeps Sales teams instantly informed with Slack alerts for urgent leads.