Workflow Templates

> ⚠️ Notice: > Community nodes like @custom-js/n8n-nodes-pdf-toolkit can only be installed on self-hosted instances of n8n. This n8n workflow demonstrates how to collect form submissions from a landing page, fill a PDF form automatically, and send it via email. It uses the PDF Form Fill node from customjs.space to populate PDF fields with the submitted data. What this workflow does Serves a landing page with a user-friendly form. Receives form submissions via a Webhook. Uses the HTTP Request node to fetch a PDF template. Fills the PDF form fields with the submitted data using the PDF Form Fill node. Optionally reads PDF form field names using Get PDF Form Fields. Sends the completed PDF as an email attachment. Requirements Self-hosted n8n instance. CustomJS API key for the PDF Toolkit nodes. SMTP account for sending emails. Optional: Access to the PDF template online. Workflow Steps Landingpage Endpoint (Webhook) Serves the landing page HTML to visitors. Set Form Endpoint Dynamically injects the endpoint URL into the HTML form. HTML for Landingpage Provides the form where users enter personal information (name, address, city, country, etc.). Respond to Webhook Returns the landing page HTML to the visitor. FormData Endpoint (Webhook) Receives the submitted form data as JSON. HTTP Request – Get PDF Template Fetches the PDF form template from a URL. PDF Form Fill (Fill PDF Fields) Populates the PDF with the submitted form data. Get PDF Form Fields (Optional) Reads and lists the names of the form fields in the PDF. Send Email Sends the completed PDF as an attachment to a configured recipient. Sticky Notes Provide documentation within the workflow for easier understanding and maintenance. Usage Get API key from CustomJS Sign up on the CustomJS platform. Navigate to your profile page and copy your API key. Set Credentials for CustomJS API in n8n Create a new credential in n8n with your API key. Prepare SMTP Credentials Add your SMTP server credentials to n8n for sending emails. Run or schedule the workflow The workflow will serve the landing page, fill the PDF form with submissions, and send it via email. Customization Tips Modify the landing page form** in the HTML node to add or remove fields. Change PDF template URL** in the HTTP Request node. Add more recipients** or dynamic email addresses in the Send Email node. Track submitted form data** in Google Sheets or a database for long-term storage. Extend workflow logic** with validation or notifications using additional nodes.

This n8n template creates an intelligent AI-powered travel agent that can assist with travel planning and send email confirmations. The agent can extract user requests, plan travel itineraries by fetching real-time data on flights, accommodations, and activities, and then communicate this information by sending a customized email. Use Cases Quickly plan a trip by providing your destination and dates. Get real-time flight and accommodation details for a planned vacation. Receive a summary of your travel plans directly in your inbox. A personal travel planner available on-the-go. Good to Know This template uses Google Gemini for AI reasoning. The Planner Agent can break down complex travel requests and make multiple API calls to gather all the necessary information. The Email Agent crafts a professional and personalized email to send to the user. How it Works Incoming Message Trigger: The workflow begins when a new message is received from a user. Extract User Request: The user's message is sent to a Gemini Chat Model which identifies the user's intent and extracts key details like destination, dates, and interests. Planner Agent: The extracted information is passed to the Planner Agent. This agent, powered by Gemini, determines what information is needed and then calls a series of sub-agents to gather: Activities: Fetches information about local attractions and things to do. Flight Booking: Retrieves flight details and pricing. Accommodation Details: Looks for hotels, rentals, and other lodging options. Accommodations: Gathers general information about accommodations. Email Agent: Once the Planner Agent has collected all the necessary information, it’s handed over to the Email Agent. This agent uses a second Gemini Chat Model to format a clear and professional email containing the full travel itinerary. Send Message: The final email is sent to the user, providing a comprehensive travel plan. How to Use Clone this workflow into your n8n instance. Connect your accounts as required. You will need credentials for your email service and any APIs you want to use for fetching travel data (e.g., flight booking, accommodation, and activities). Modify the nodes with your specific credentials and API endpoints. Run the workflow and start receiving automated travel plans. Requirements Google Gemini account for AI reasoning. Email integration (e.g., Gmail, Outlook). Serp API keys for travel-related services (optional, depending on your setup). Customizing This Workflow Add more integrations (e.g., a hotel booking service like Booking.com, a restaurant reservation system) for extended functionality. Modify the AI prompts in the agent nodes to fine-tune the personality or focus of the travel agent. Connect the final output to a different messaging service like Telegram or Slack instead of email.

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. 🚀 GPT-5 AI Lead Research & Auto-Email Agent – Instant Personalized Follow-Ups for Inbound Leads Description: Turn every inbound lead into a booked meeting — automatically. For step-by-step guide on how to build workflows like these, watch the free tutorial videos here: https://www.youtube.com/@Automatewithmarc This n8n workflow uses the latest GPT-5 model as your 24/7 AI research and email assistant. The moment a prospect submits your lead form, the workflow: Captures lead details (name, business URL, email, and inquiry). Researches the lead’s business online using the Tavily AI search tool for relevant context. Writes a highly-personalized email with GPT-5, including a compelling subject line, friendly tone, and clear call-to-action to book a meeting. Sends the email automatically via Gmail — no manual work required. Perfect for startups, agencies, SaaS companies, and B2B sales teams, this template ensures lightning-fast responses and higher conversion rates. Key Features & Benefits: 🔍 AI-powered research – pulls real, up-to-date insights on your leads before responding. ✍ Natural, persuasive copywriting – GPT-5 crafts emails that sound human, not robotic. ⏱ Instant follow-ups – zero delay from form submission to inbox. 📈 Boost booking rates – every email includes your scheduling link (e.g., Calendly). ⚙ No-code automation – easily customize tone, style, or meeting link. Ideal Use Cases: Automating inbound lead follow-up in marketing agencies. Personalized outreach for B2B SaaS sales teams. High-touch response for consultants and service providers. Included Integrations: Form Trigger – capture lead data. Tavily Search Tool – enrich lead profiles with live research. GPT-5 Agent – craft tailored responses with contextual awareness. Gmail – send professional follow-up emails instantly. 💡 Pro Tip: Pair this with your CRM in n8n to log every lead interaction and track conversions end-to-end.

Who's it for This workflow is for Customer Success, Product, and Support teams who need to centralize and analyze unstructured customer feedback. It automates the process of identifying key themes from various communication channels, allowing you to proactively address issues, track feature requests, and understand the voice of the customer without manual effort. What it does This workflow uses a powerful chain of AI agents to process customer feedback from end to end. It begins by using a Data Agent to gather all recent customer interactions from multiple sources, including Gmail, Pipedrive, Zendesk, and Slack. Once the raw data is collected, a second AI Chain reads all the text and compresses it into concise, actionable "signals." A third AI Chain then takes these signals and intelligently clusters them into shared topics, assigning each a human-readable label like "Billing," "Performance," or "Feature Request." Finally, a fourth AI Agent acts as a dispatcher. It analyzes the clustered topics and follows a set of routing rules defined in its prompt to take the appropriate action. It uses its tools to automatically create a Zendesk ticket for product feedback, send a Slack message for billing issues, create a Notion page for training opportunities, or send a direct email alert for high-risk accounts. How to set up To get this workflow running, you will need to configure the credentials and parameters for the following nodes: Configure Credentials: Add your credentials for the Config: Set LLM for Agents node and all of the Tool nodes (Gmail, Pipedrive, Zendesk, Slack, and Notion). Set Initial Parameters: In the Set: Initial Parameters node, update the placeholder email address and the Slack channel name for billing alerts. Update Slack Search Channel: In the Tool: Search Slack Messages node, set the channel you want the agent to search for feedback in. Activate Workflow: Once configured, you can run the workflow manually to start the analysis. Requirements An account with an LLM provider, such as OpenAI. Accounts for the services you wish to connect (Gmail, Pipedrive, Zendesk, Slack, Notion). This workflow requires n8n's Langchain community nodes to be installed on your instance. How to customize the workflow This workflow's logic is primarily driven by AI prompts, making it highly customizable: AI Prompts:** Adjust the prompts in any of the AI Agent or AI Chain nodes to change the data gathering, analysis, clustering, or routing rules to fit your business needs. Data Sources:** Add, remove, or swap out the "Tool" nodes in the AI Agent: Gather Customer Feedback section to connect to different data sources like Intercom, Salesforce, or a database. Triggers:** Replace the Manual Trigger with a Schedule Trigger to run the analysis automatically on a daily or weekly basis.

What this does This automation automatically sends an email with a random Bible verse to a specified recipient every morning, as well as some reflections on the meaning of that verse. Start your day off grounded and faithful. Requirements n8n Gmail account with OAuth2 credentials enabled Google Gemini(PaLM) API credentials enabled How this works Runs every morning at 7:00a. Reads the config value send_to_email Calls bible.api for a random verse Uses Gemini to analyze the random verse and create the body text for the email Sends an Email to the recipient specified by send_to_email Subject reads "Daily Bible Verse: Inspiration for Today (book #:#)" How to set up In the "Config - recipient" node, in the send_to_email field, replace "example@example.com" with the desired recipient email Add your Google Gemini(PaLM) API credentials Add your Gmail OAuth2 credentials (optional) In the "Schedule trigger" node, keep the default schedule at 7:00a or change the hour as desired Test the flow by running it to verify the subject and body content. How to customize the workflow Change the send time in the Schedule Trigger node Change the Bible translation, or specify Old vs. New Testament in the Bible API node Adjust the prompt in the Gemini node to change the email content Modify the subject line in the Gmail node

🌐 Webpage Audit AI Agent – Automate Your Website Review This workflow contains a virtual digital consultant team to professionally analyze Landing Page, generate Audit Report and sent it via Gmail. At the center is the Editor-in-Chief AI Agent, who acts as the lead strategist. When you submit a website URL, it is scraped and then sent to to a team of specialist AI Agents (each powered by GPT-4o-mini for speed) then after finishing their sub-porcess deliver outcome to the final Editor (Claude Sonnet for premium quality) which is responsible for generating professional analysis. The result: a consulting-style email audit report that combines technical accuracy with business clarity — delivered straight to your inbox. 🟢 Section 1 – Entry & Leadership Nodes: 🌍 Webhook node → Entry point where the website URL, email and language is entered. 📝 Editor-in-Chief Agent → Acts like the consulting team leader. Interprets the request and merges results. 💡 Think Tool → Helps structure the analysis, ensuring that findings are presented in a business-friendly way. 🧠 CRO/SEO/Tech AI Agents → Ensures both efficiency (GPT-4o-mini for scanning large content quickly) and focus on specific task. ✅ Beginner view: Think of this as submitting your website to a digital auditor. They decide what needs to be reviewed, delegate to the right experts, and then craft the final report. 📊 Section 2 – Specialist Audit AI Agents Each specialist focuses on one critical layer of your website: 🔧 Technical SEO Agent → Analyzes code structure, page speed, mobile responsiveness, metadata, and accessibility. 📝 Content SEO Agent → Reviews keyword strategy, text quality, readability, and semantic richness. 🎯 CRO & UX Agent → Checks calls-to-action, user flows, conversion points, and usability. 📈 Analytics Agent → Validates tracking, funnels, and key performance indicators (optional). ✅ Beginner view: This is like hiring a team of experts — SEO, content, UX, and analytics — all working in parallel on your website. 📋 Section 3 – Flow of Execution You submit your website URL. Then it is distributed to the team of AI Agents. Each Agent runs its analysis in parallel. Findings are sent to the Editor-in-Chief. The Editor compiles everything into a consulting-style newsletter report. The final report is emailed to you automatically. ✅ Beginner view: It’s like sending your site to a consulting firm, and within minutes you get a polished audit back in your inbox. 📊 Summary Table | Section | Key Roles | Models | Purpose | Beginner Benefit | |-----------------------|---------------------------------|----------------------------|------------------------------|-------------------------------------------| | 🟢 Entry & Leadership | Editor-in-Chief, Think Tool | Anthropic Claude Sonnet 4| Organize and refine analysis | Works like a consulting team leader | | 📊 Specialists | SEO, Content, CRO, Analytics | GPT-4o-mini | Detailed audits of each area | Each Agent = a specialized consultant | | 📋 Execution Flow | All connected | n8n workflow | Collaboration and reporting | Output = clear, professional audit email | 🌟 Why This Workflow Rocks Full digital consulting team in one workflow** Parallel execution → speed without losing depth** Strategic + tactical insights → both “what” and “how”** Cost-optimized** ($0.40–$0.70 per run) → cheaper than a single human consultant review Action-oriented output** → not just issues, but recommendations and next steps Scalable** → easily extend with more audit dimensions (security, branding, accessibility, etc.) 👉 Example Use Case “Analyze my e-commerce site for SEO, CRO, and technical issues.” Technical SEO Agent → Reports missing alt text, metadata, and slow mobile speed. Content SEO Agent → Flags weak product descriptions, suggests keyword improvements. CRO Agent → Finds unclear CTAs and checkout friction points. Editor-in-Chief Agent → Combines everything into a consulting-style email with prioritized fixes and estimated business impact. ✅ Delivered directly to your inbox in under 5 minutes.

Research for Upcoming Meeting Creator: Summer Chang Never walk into a meeting unprepared again! This workflow automatically researches your meeting contacts every morning and emails you the latest news and insights about the companies you're meeting with today. ✅ Step 1: Set Your Morning Briefing Time Open the Every morning @ 7 Schedule Trigger and adjust the time when you'd like to receive your daily meeting briefings. The default is set to 9 AM. ✅ Step 2: Connect Your Google Calendar Link your Google Calendar credentials to the Get meetings for today node. This allows the workflow to scan your calendar for external meetings. ✅ Step 3: Connect Your Tavily Research API Add your Tavily API key to the Research Company/Person node. This powers the intelligent research that finds recent news and insights about your meeting contacts. ✅ Step 4: Link Your Gmail Account Connect your Gmail credentials to the Send news node so your research briefings can be automatically delivered to your inbox each morning. ✅ Step 5: Customize Your Email Settings In the Send news node, update: Send To: Your email address Sender Name: Customize how the emails appear in your inbox ✅ Step 6: Activate the Workflow Once everything is connected, set the workflow to active so it runs automatically each morning and keeps you prepared.

Description Automates website downtime detection and notifications using UptimeRobot. Triggers alerts via Slack, WhatsApp, or Email when a website goes down. Creates a task in Notion and tags the responsible engineer for resolution. Essential Information Monitors website status via UptimeRobot webhook. Sends immediate alerts to multiple channels (Slack, WhatsApp, Email). Generates a Notion task to track and assign downtime resolution. System Architecture Downtime Detection Pipeline**: UptimeRobot Webhook Trigger: Detects website status changes (triggers on "down" status). Alert Generation Flow**: Send Slack Alert: Notifies the team via Slack. Send WhatsApp Alert: Sends a message via WhatsApp. Send Email Alert: Emails the team about the downtime. Task Management**: Create Notion Task: Creates a task in Notion and tags the responsible engineer. Implementation Guide Import the workflow JSON into n8n. Configure UptimeRobot webhook with the workflow URL (trigger on "down" status). Set up Slack, WhatsApp, and Email credentials. Configure Notion integration and specify the responsible engineer tag. Test with a simulated downtime event. Monitor alert delivery and task creation accuracy. Technical Dependencies UptimeRobot API for website monitoring and webhook triggers. Slack API for team notifications. WhatsApp API (e.g., Twilio) for messaging. Email service (e.g., SMTP) for email alerts. Notion API for task management. n8n for workflow automation. Customization Possibilities Adjust UptimeRobot trigger to include additional status conditions (e.g., "paused"). Customize alert messages in Slack, WhatsApp, and Email nodes. Modify Notion task template to include more details (e.g., downtime duration). Add escalation logic for unresolved issues. Integrate with additional tools (e.g., PagerDuty) for alerts.

An intelligent automation workflow that processes website demo requests, qualifies leads using AI-powered analysis, and automatically nurtures prospects through personalized follow-up sequences to maximize conversion rates. Overview This workflow transforms raw website leads into qualified prospects through intelligent filtering, enrichment, and personalized nurturing. It combines AI-powered qualification with automated follow-up to ensure high-quality leads receive immediate attention while nurturing those needing additional touchpoints. 🔄 Workflow Process 1. Entry Point - Webhook Website form submission capture Receives demo requests from website forms in real-time Captures lead data including LinkedIn URL, email, use case, and referral source 2. Initial Routing Filter Source-based lead classification Filters out low-quality leads from "lead_capture_box" sources Routes qualified submissions to enrichment process 3. Lead Enrichment Comprehensive data enhancement Enriches LinkedIn profile data via Trigify API Gathers additional company and professional intelligence 4. AI Qualification Engine Intelligent prospect evaluation Uses Claude AI to assess lead quality across multiple criteria: B2B company validation Geographic filtering (US, UK, Europe, Australia) Senior-level job titles or strategic keywords Current employment verification 5. Booking Verification Check Conversion status validation Checks Cal.com API to verify demo scheduling Routes booked leads to completion, non-booked to nurturing 6. AI-Powered Follow-up Research Personalized nurturing preparation Researches prospect's company using AI and web search Generates personalized follow-up messaging based on use case and company context 7. Email Campaign Integration Automated nurturing execution Adds qualified, non-booking leads to Instantly.ai email campaigns Includes personalized research for tailored outreach 🛠️ Technology Stack n8n**: Workflow orchestration Trigify API**: Lead enrichment Claude AI**: Qualification and personalized research Clay**: CRM integration Cal.com API**: Booking verification Instantly.ai**: Email campaign automation ✨ Key Features Real-time lead processing and AI-powered qualification Geographic and demographic filtering for market focus Automated booking verification and conversion tracking Personalized follow-up research and content generation Multi-platform integration for seamless lead management 🎯 Ideal Use Cases Perfect for B2B companies with demo-driven sales processes: SaaS companies requiring product demonstrations B2B service providers needing qualified prospect identification Sales teams managing high-volume inbound lead qualification Organizations with international markets requiring geographic focus 📈 Business Impact Transform website visitors into qualified sales opportunities: Lead Quality Enhancement**: AI filtering ensures only qualified prospects reach sales Conversion Optimization**: Systematic follow-up increases demo booking rates Sales Efficiency**: Automated qualification frees teams for high-value activities Personalized Engagement**: Research-driven follow-up increases response rates 💡 Strategic Advantage This workflow creates a sophisticated qualification funnel that combines automation with personalization. By using AI-powered assessment and research-driven follow-up, it ensures qualified prospects receive appropriate attention while preventing resource waste on unqualified leads. The system maximizes the value extracted from every website visitor by focusing sales efforts on highest-probability opportunities while automatically nurturing prospects who need additional touchpoints to convert.

🧠 AI-Powered Outreach Engine (Jotform + Gemini AI + HeyReach + Data Tables) 🚀 Overview This workflow turns every Jotform submission — whether from your website or a live marketing campaign — into a fully automated, AI-personalized outreach sequence. Using Google Gemini AI, it instantly generates LinkedIn messages and email content tailored to each lead’s company and context. Depending on the data provided (like LinkedIn profile or email), it automatically routes the message to the right platform — HeyReach for LinkedIn outreach or Gmail for email follow-up — and logs all activity into n8n Data Tables for tracking and visibility. The result? Zero manual copywriting, zero campaign setup, and instant activation of every inbound lead through personalized, human-sounding communication. ⚙️ What It Does Trigger:** Starts when a new submission is received from a Jotform attached to your website or ongoing campaign. Lead Enrichment (Optional):** You can add an enrichment node (like Clearbit) to pull company, role, and domain details. AI Message Generation:** Uses Google Gemini AI (LangChain) to write both a LinkedIn outreach message and a short, conversational email. Each message is context-aware — referencing the company, role, or query captured from the Jotform submission. Conditional Routing Logic:** If the form includes a LinkedIn URL, the workflow sends the lead and message to HeyReach, adding them to the correct campaign automatically. If not, it sends the email variant via Gmail, ensuring no lead is missed. Data Tracking:** All lead details, messages, and campaign statuses are automatically saved into n8n Data Tables, creating a single source of truth for your outreach history. Result:** Personalized, multi-channel follow-up happens in seconds — turning inbound form leads into active, engaged prospects instantly. 🧠 Example Use Case Imagine a SaaS or marketing agency running a “Request a Demo” or “Get Pricing” campaign via a Jotform on their website. With this workflow, every time someone fills the form: Their details are captured and stored in n8n Data Tables. Gemini AI instantly writes a relevant, human-sounding LinkedIn and email message. The lead is automatically added to a HeyReach campaign or receives a Gmail follow-up if LinkedIn isn’t available. All statuses (message type, delivery, and timing) are tracked in real time. This workflow replaces hours of manual effort with automated, AI-personalized communication that feels natural — not robotic. 🧩 Ideal For B2B SaaS teams** generating inbound leads through website forms Agencies** managing multi-channel LinkedIn + email campaigns Sales and growth teams** using form submissions for lead capture Marketers** running Jotform-based campaigns looking to instantly activate leads 💡 Key Integrations JotForm** → Capture and trigger workflow from form submissions Google Gemini AI (LangChain)** → Generate personalized LinkedIn & Email messages HeyReach** → Add AI-written messages directly into your LinkedIn campaign Gmail** → Send AI-personalized cold emails automatically n8n Data Tables** → Store, monitor, and analyze every lead and message generated 🧠 Workflow Logic | Step | Node | Description | |------|------|-------------| | 1 | JotForm Trigger | Captures lead data submitted through your form | | 2 | HTTP Request (Optional Enrichment) | Pulls company details from Clearbit or any enrichment API | | 3 | Insert Row (n8n Data Table) | Stores raw lead submission for tracking | | 4 | If Node | Determines if LinkedIn profile URL is available | | 5 | Google Gemini AI (LinkedIn Agent) | Creates personalized LinkedIn message | | 6 | HeyReach Node | Adds lead + message to selected campaign | | 7 | Google Gemini AI (Email Agent) | Generates personalized HTML email | | 8 | Gmail Node | Sends the AI-generated email if no LinkedIn is found | | 9 | Insert Row (n8n Data Table) | Logs campaign status, sent message, and timestamps | 🧾 Example Output (AI Node) { "To": "alex@company.com", "Subject": "AI automation ideas for CompanyX 🚀", "Email Type": "LinkedIn or Cold Email", "HTML": "Hey Alex, noticed CompanyX is scaling fast — congrats! 👏At Amply, we help growing businesses use AI-driven automations to eliminate repetitive ops work and boost team productivity by 30–50%.Would it make sense to explore if this could free up your ops bandwidth too?", "Message": "Hey Alex, noticed CompanyX is scaling fast — congrats! 👏 At Amply, we help growing businesses use AI-driven automations to eliminate repetitive ops work and boost team productivity by 30–50%. Would it make sense to explore if this could free up your ops bandwidth too?" }

Description Automates stock maintenance for real estate (e.g., construction materials, office supplies). Monitors stock levels, processes additions/deductions, and sends low-stock alerts via email. Uses Google Sheets for data storage and n8n for workflow automation. Essential Information Daily workflow to check and update stock levels. Stores data in a Google Sheet for easy access and analysis. Sends email notifications for low-stock items based on predefined thresholds. Supports dynamic stock updates via API or form input (configurable). System Architecture Stock Monitoring Pipeline**: Daily Stock Check: Triggers daily to initiate stock monitoring. Fetch Stock Data: Retrieves current stock levels from Google Sheet. Update Stock Levels: Processes stock additions or deductions. Alert Generation Flow**: Check Low Stock: Identifies items below threshold. Send Email Alert: Notifies stakeholders of low-stock items. Data Management**: Update Google Sheet: Saves updated stock levels and timestamps. Implementation Guide Import the workflow JSON into n8n. Configure Google Sheets credentials and specify sheet ID. Set up SMTP credentials for email alerts. Test stock update and low-stock alert processes. Monitor email delivery and adjust thresholds as needed. Technical Dependencies Google Sheets API for stock data storage and retrieval. SMTP service for sending low-stock email alerts. n8n for workflow automation and orchestration. Optional: Web form or API for dynamic stock updates. Database & Sheet Structure Stock Inventory Sheet** (StockInventory): Columns: item, quantity, threshold, last_updated, unit Example: Cement, 100, 20, 2025-07-29T08:00:00Z, Bags Customization Possibilities Modify Update Stock Levels node to integrate with a form or API for real-time updates. Adjust Check Low Stock node to set custom thresholds per item. Customize email alert format in Send Email Alert node. Add error-handling nodes for invalid stock updates. Integrate with a dashboard tool for visual stock monitoring.

Automatically Send Weekly Sales Reports from Square via Gmail What It Does This workflow automatically connects to the Square API and generates a weekly sales summary report for all your Square locations. The report matches the figures displayed in Square Dashboard > Reports > Sales Summary. It's designed to run weekly and pull the previous week’s sales into a CSV file, which is then sent to a manager/finance team for analysis. This workflow builds on my previous template, which allows users to automatically pull data from the Square API into n8n for processing. (See here: https://n8n.io/workflows/6358) Prerequisites To use this workflow, you'll need: A Square API credential (configured as a Header Auth credential) A Microsoft Outlook credential How to Set Up Square Credentials: Go to Credentials > Create New Choose Header Auth Set the Name to Authorization Set the Value to your Square Access Token (e.g., Bearer <your-api-key>) How It Works Trigger: The workflow runs every Monday at 8:00 AM Fetch Locations: An HTTP request retrieves all Square locations linked to your account Fetch Orders: For each location, an HTTP request pulls completed orders for the previous week (e.g., Monday to Sunday) Filter Empty Locations: Locations with no sales are ignored Aggregate Sales Data: A Code node processes the order data and produces a summary identical to Square’s built-in Sales Summary report Create CSV File: A CSV file is created containing the relevant data Send Email: An email is sent to the chosen third party Example Use Cases Automatically send weekly Square sales data to management to improve the quality of planning and scheduling decisions Automatically send data to an external third party, such as a landlord or agent, who is paid via commission Automatically send data to a bookkeeper for entry into QuickBooks How to Use Configure both HTTP Request nodes to use your Square API credential Set the workflow to Active so it runs automatically Enter the email address of the person you want to send the report to and update the message body If you want to remove the n8n attribution, you can do so in the last node Customization Options Add pagination to handle locations with more than 1,000 orders per week Why It's Useful This workflow saves time, reduces manual report pulling from Square, and enables smarter automation around sales data — whether for operations, finance, or performance monitoring.