Workflow Templates

Automated QuickBooks Invoice to Custom PDF & Email This n8n workflow automates the entire QuickBooks invoicing process — from creation to delivery. When a new invoice is generated in QuickBooks Online, it automatically fetches the data, applies your company branding, converts it into a professional multi-page PDF via Gotenberg, and emails it directly to your client. Key Features: ⚡ Fully Automated: Triggers instantly on new QuickBooks invoices. 🧾 Custom Branding: Adds your logo and signature from public URLs. 🎨 Modern PDF Design: Clean, professional multi-page layout with smart totals and “Page X of Y” footers. 📧 Automatic Emailing: Sends the final PDF in a formatted email to your customer. Requirements: QuickBooks Online, n8n instance, Gotenberg (HTML→PDF converter), and public URLs for logo/signature.

Video Introduction Want to automate your inbox or need a custom workflow? 📞 Book a Call | 💬 DM me on Linkedin What This Workflow Does This workflow creates an AI-powered chatbot that can answer natural language questions about your QuickBooks Online data. Using OpenAI's GPT models and the Model Context Protocol (MCP), the agent can retrieve customer information, analyze balances, and provide insights through a conversational interface. Users can simply ask questions like "How many customers do we have?" or "What's our total customer balance?" and get instant answers from live QuickBooks data. Key Features Natural language queries**: Ask questions about your QuickBooks data in plain English MCP architecture**: Uses Model Context Protocol to manage tools efficiently, making it easy to expand with additional QuickBooks operations Public chat interface**: Share the chatbot URL with team members who need QuickBooks insights without direct access Real-time data**: Queries live QuickBooks data for up-to-date answers Common Use Cases Customer service teams checking account balances without logging into QuickBooks Sales teams quickly looking up customer information Finance teams getting quick answers about customer data Managers monitoring key metrics through conversational queries Setup Requirements QuickBooks Developer Account: Register at developer.intuit.com and create an app with Accounting scope permissions. You'll receive a Client ID and Client Secret. Configure OAuth: In your Intuit Developer dashboard, add the redirect URL provided by n8n when creating QuickBooks credentials. Set the environment to Sandbox for testing, or complete Intuit's app approval process for Production use. OpenAI API: Add your OpenAI API credentials to power the chat model. The workflow uses GPT-4.1-mini by default, but you can select other models based on your performance and cost requirements. Chat Access: The chat trigger is set to public by default. Configure access settings based on your security requirements before sharing the chat URL.

## | N8N Workflow | AI-Powered Twitter Automation with Content Generation and Engagement 🚀 This n8n template automates Twitter (X) activity — from generating tweet content with AI to engaging with posts and even sending DMs — all powered by Google Gemini or OpenRouter AI. It’s designed for creators, marketers, brands, and agencies who want to automate social media presence with authentic, on-brand AI content and engagement. How It Works The workflow begins with a form trigger, where users input their topic, tone, and action type (Tweet, Engage, or DM). Those inputs are passed into Workflow Configuration, which sets key parameters like max tweet length and model URLs. Depending on your chosen action: Post Tweet: AI generates a tweet under 280 characters and can attach an image. Engage with Posts: AI can like, retweet, or reply to niche-relevant content. Send Direct Message: AI drafts a personalized DM for outreach or networking. If your workflow includes visuals, the AI Agent - Create Image From Prompt node builds a detailed image prompt (based on your topic and instructions) and sends it to Google Gemini or other image APIs. The HTTP Request - Create Image node generates a custom image via an external model (default: Pollinations.ai). Finally, all tweet text and image data merge together in Merge Tweet Text and Image, before being posted directly via the Create Tweet node. How To Use Download and Import the JSON workflow into your n8n interface. Set up the following credentials: OpenRouter API for text generation. Google Gemini (PaLM) for chat and image prompt creation. Twitter OAuth2 API for posting and engagement actions. Configure your form input fields (Topic, Tone, Action, Instructions). Enable or disable the nodes you want: Create Tweet → To post automatically. Twitter Engagement Tool → For likes/retweets/replies. Twitter DM Tool → For automated DMs. Trigger the Twitter Content Form via n8n’s web interface. Enter your content preferences and submit. The workflow generates your tweet text, optionally creates a matching image, and posts or saves it automatically. Requirements A Twitter Developer Account (with OAuth2 credentials). A Google Gemini or OpenRouter account with text and image model access. (Optional) Connection to Pollinations or another AI image generation API. How To Customize Update “Fields – Set Values” node to change: Default image size (1080 × 1920 px). Model name (e.g., “flux”, “turbo”, “kontext”). Modify Workflow Configuration to tweak AI parameters like: imageGenerationChance (default: 0.3). maxTweetLength (default: 280). Replace Google Gemini Chat Model with any supported model such as OpenAI GPT-4 or Mistral. Adjust AI Agent - Create Image From Prompt system message for your preferred image style or guidelines. Toggle which Twitter actions are active — Post, Engage, or DM — to tailor automation to your goals.

Generate Invoices and Send Reminders for Customers with Jotform and QuickBooks This workflow automates the entire process of receiving a product/service order, checking or creating a customer in QuickBooks Online (QBO), generating an invoice, emailing it — all triggered by a form submission (via Jotform), and sending invoice reminders. How It Works Receive Submission Triggered when a user submits a form. Collects data like customer details, selected product/service, etc. Check If Customer Exists Searches QBO to determine if the customer already exists. If Customer Exists:* *Update** customer details (e.g., billing address). If Customer Doesn’t Exist:* *Create** a new customer in QBO. Get The Item Retrieves the selected product or service from QBO. Create The Invoice Generates a new invoice for the customer using the item selected. Send The Invoice Automatically sends the invoice via email to the customer. Store The Invoice In DB Stores the needed invoice details in the DB. Send Reminders Every day at 8 AM, the automation checks each invoice to decide whether to: send a reminder email, skip and send it later, or delete the invoice from the DB (if it's paid or all reminders have been sent). Who Can Benefit from This Workflow? Freelancers** Service Providers** Consultants & Coaches** Small Businesses** E-commerce or Custom Product Sellers** Requirements Jotform webhook setup, more info here QuickBooks Online credentials, more info here Email setup, update email nodes (Send reminder email & Send reminders sent summary) Create data table with the following columns: invoiceId (string) remainingAmount (number) currency (string) remindersSent (number) lastSentAt (date time) Update Add reminders config node so update the data table id and intervals in days (default is after 2 days, then after 3 days and finally after 5 days ) LLM model credentials

About This flow is ideal for online schools that use Zoom to teach classes and Google Classroom for storing materials and homework. It listens for Zoom webhooks that come after each recorded call is uploaded to Zoom Cloud (you'll need Zoom paid plan). When new meeting comes, it filters out calls that last less than 30 mins. After duration check, it checks if there is a Google Class that matches the call name. Your call must be named exactly as the Google Class you want the call to be uploaded to. If the class is found, it will extract the Class ID. This flow assumes that you have a specific topic used for storing class recordings and materials, so it will look for this topic and upload the material. If topic is not found, you'll get an email. Requirements You'll need a: Zoom paid plan that supports Zoom Cloud Google cloud console to set up Classroom API and Gmail API OpenAI API key or any other provider

📋 WORKFLOW OVERVIEW Automate reactions for Telegram Channel Posts - Automated Telegram reaction system for specific posts Flow: User sends message to a receiver bot AI parses request (emoji type & quantity) Code processes and validates data Loop sends reactions one by one User receives confirmation Key Features: Natural language processing by sending a message to a chat bot to react to a post on a different channel Reiterates through bot token rotation. This means that if you use 100 bots then you will be able to have 100 reactions per post of your choice Rate limit protection Error handling with helpful messages You will need to first add the bots that you personally own which can be acquired from BotFather to the channel that you would want them to react posts to and allow it to manage messages. Required Bot Permissions: Bot Must Be an Administrator The bot needs to be added as an admin to the channel (regular member status won't work for reactions). Specific Admin Rights Needed: When adding the bot as admin, you need to enable: ✅ "Post Messages" - This is actually the key permission needed ✅ "Add Subscribers" (optional, but sometimes required depending on channel settings) Credentials needed are: Target Channel ID, Bot tokens, Bot Receiver token, OpenAI API Example Usage: "https://t.me/channel/123 needs 10 hearts and 10 fire reactions If in need of help contact me at: elijahmamuri@gmail.com

Description: Stay ahead of payment disputes with this automated n8n workflow that integrates Stripe, Slack, and ClickUp. Perfect for finance teams, payment ops specialists, and SaaS businesses, this template fetches disputes directly from Stripe, analyzes urgency, and instantly notifies your team with rich, formatted alerts. High-priority disputes are flagged, pushed into Slack for immediate visibility, and tracked in ClickUp with due dates aligned to Stripe evidence deadlines—ensuring no dispute ever slips through the cracks. For lower-priority or resolved cases, the workflow provides concise updates and maintains an audit trail. No more manual Stripe checks, late responses, or missed deadlines—this workflow turns dispute management into a proactive, structured process. What This Template Does (Step-by-Step): 🟢 Trigger: Manual or Scheduled Execution Run the workflow on demand or schedule it (e.g., every 4 hours). 📥 Fetch Stripe Disputes Calls the Stripe API to retrieve all active disputes in your account. 📊 Validate & Format Data Ensures disputes exist, then enriches data with formatted amounts, deadlines, and customer info. ⚖️ Priority Logic Determines urgency based on dispute status, evidence deadlines, and transaction amount. 🚨 High Priority Path • Sends urgent Slack alert with full dispute details • Creates a high-priority ClickUp task with due dates • Flags immediate action required 📋 Standard Path • Sends standard Slack alert for non-urgent cases • Creates a ClickUp task with appropriate priority levels ℹ️ No Disputes Path Sends a Slack summary confirming no new disputes, maintaining a clear audit trail. ✅ Workflow Completion Confirms all disputes are processed, logged, and assigned—ready for your team to take action. Required Integrations: ✅ Stripe API (for dispute data) ✅ Slack API (for team alerts) ✅ ClickUp API (for task management) Perfect For: 💳 FinOps and payment operations teams monitoring transactions 🏢 SaaS platforms or e-commerce handling large payment volumes 🛡️ Risk and compliance teams tracking disputes and deadlines 📈 Businesses scaling customer payment handling and case management Why Use This Template? ✔️ Never miss a dispute deadline ✔️ Automated priority assessment saves hours of manual checks ✔️ Seamlessly integrates alerts + task tracking ✔️ Provides full visibility and accountability for dispute resolution

How This Works This automation automatically scrapes leads from Apollo using the Apify scraper, filters out those who do not have an Email or URL included, scrapes the leads' website content and writes personalised Icebreakers and subject lines based on the website's content. Set Up (Step-by-Step) Connect the API keys from the Apify scraper mentioned in the workflow sticky note. Insert Apollo URL and the amount of leads you want to scrape. Connect your Slack account (if needed) Reach Out To Me Send me an Email if you need further assistance: richard@advetica-systems.com

This workflow automates the generation of a daily stock market report, identifying the top gainers and losers among the top 100 stocks. It fetches real-time stock data, processes it to highlight significant price movements, and delivers formatted alerts via WhatsApp and email. Quick Notes Ensure the Twelve Data API key and stock symbols are correctly configured. Verify recipient lists for WhatsApp and email alerts are up-to-date. Confirm the workflow triggers at 5:00 PM (IST) from Monday to Friday. Process Flow Trigger the workflow daily at 5:00 PM (IST) with the Daily Market Change Trigger node. Configure API key, stock symbols, and alert recipients using the Configuration Variables node. Fetch stock data from Twelve Data API with the Fetch Stock Data from Twelve Data node. Process stock data to identify top gainers and losers with the Process Stock Movements node. Format WhatsApp messages with the Format WhatsApp Message node. Send WhatsApp alerts with the Send WhatsApp Alert node. Format email content with the Format Email Content node. Send email alerts with the Send Email Alert node. Output Getting Started Import the workflow into n8n and configure Twelve Data API credentials. Set up WhatsApp and email service integrations. Run a test execution to ensure data fetching and alert delivery work as expected. Tailored Adjustments Adjust the Process Stock Movements node to change the number of top gainers/losers. Modify the Configuration Variables node to include additional stock symbols or recipient lists.

This workflow automates the generation of a daily crypto market report, identifying the top 24-hour gainers and losers among the top 100 cryptocurrencies. It fetches real-time data, processes it to highlight significant price movements, and delivers formatted alerts via WhatsApp and email. Quick Notes Ensure the CoinGecko API key is correctly configured. Verify phone numbers and email addresses for alert recipients. Confirm the workflow triggers at 00:00 UTC daily. Process Flow Trigger the workflow daily at 00:00 UTC with the Daily Crypto Trigger node. Configure phone numbers, email addresses, and API key with the Set Configuration Variables node. Fetch crypto data from CoinGecko API with the Fetch Crypto Data from CoinGecko node. Process crypto data to rank top 24-hour movements with the Process Crypto Movements node. Format WhatsApp messages with the Format WhatsApp Message node. Send WhatsApp alerts with the Send WhatsApp Alert node. Format email content with the Format Email Content node. Send email alerts with the Send Email Alert node. Output Getting Started Import the workflow into n8n and set up CoinGecko API credentials. Configure WhatsApp and email service integrations. Run a test execution to verify data fetching and alert delivery. Tailored Adjustments Adjust the Process Crypto Movements node to change the number of top gainers/losers. Modify the Set Configuration Variables node to include additional recipient contacts or API parameters.

This n8n workflow pulls campaign data from Google Sheets, summarizes it using OpenAI, and sends a performance recap via Outlook email. ✅ Step 1: Connect Google Sheets In n8n, go to Credentials → click New Credential Select Google Sheets OAuth2 API Log in with your Google account and authorize Use a spreadsheet with: Column names in the first row Data in rows 2–100 Example format: 📄 Sample Marketing Sheet ✅ Step 2: Connect OpenAI Go to OpenAI API Keys Make sure you have a payment method set under Billing In n8n, create a new OpenAI API credential Paste your API key and save 📬 Need Help? Feel free to contact me if you run into issues: 📧 robert@ynteractive.com 🔗 LinkedIn

🎙️ Audio-to-Insights Workflow (Form Upload + Google Drive Link) Description This workflow enables seamless speech-to-text transcription, AI-powered summarization, sentiment analysis, and automated email delivery. It supports two different input modes: Form Upload (Local File)** Form Submission (Google Drive Link)** How it Works Input Form 1: Upload an audio file (e.g., .mp3,.wav,.mp4) Form 2: Submit a Google Drive link File Handling Local uploads go directly to AssemblyAI. Drive links are parsed → File ID extracted → File fetched → Sent to AssemblyAI. Transcription AssemblyAI generates transcript text with punctuation and highlights. Workflow loops with Wait + If until transcript status = completed. AI Analysis Transcript is passed to OpenAI. Generates a structured output including: Executive summary Sentiment label & score Key points Action items Notable quotes Topics Email Delivery A formatted email is sent via Gmail with the summary and insights. Features Dual input support: Google Drive OR direct upload Handles long-running jobs with Wait + If polling AI-powered transcript analysis with structured JSON Automated sentiment scoring and summary generation Professional HTML email reports Requirements AssemblyAI API Key – transcription Google Drive OAuth2 – file fetch OpenAI API Key – summarization & sentiment analysis Gmail OAuth2 – email delivery How to Use Import this workflow into your n8n instance. Add and configure the required credentials. Update placeholders for: AssemblyAI API Key Google Drive Link Gmail ID Trigger via either form (local file or Google Drive link). 5.For long recordings, split before uploading (10–20 min per chunk, 2–5s overlap).Keep audio consistent (e.g., WAV/MP3, 16 kHz mono if possible).Process chunks sequentially and combine summaries/action items at the end. Customising this Workflow Adjust the OpenAI prompt to fit your reporting style (executive summary, bullet points, etc.). Extend email formatting with logos or branding. Add Slack, CRM, or Notion integrations for distribution. Use Cases Meeting or lecture transcription with summaries Podcast analysis with highlights and quotes Business call reviews with action item extraction Academic seminar notes emailed automatically