Workflow Templates

Automatically import new user signups from any database, filter by signup date, and enroll users into your Saleshandy email sequence for immediate engagement. Activity is logged to a spreadsheet (e.g., Google Sheets) for tracking and analytics. Fully configurable, no hardcoded values. Prerequisites A database with a users table (fields: id, full_name, email, created_at) Saleshandy account with API key and an active sequence. Spreadsheet (e.g., Google Sheets) with columns: ID, Name, Email, Created_at Configured OAuth/API credentials for each service How It Works Fetches new signups from your database within your desired date range (e.g., daily or weekly). Splits user names and formats user data as needed. Adds each user to your Saleshandy sequence using their name and email. Logs every processed record in your spreadsheet for further tracking and analytics. Runs automatically on your defined schedule (example: daily trigger). Set Up Steps Estimated time: 10–20 minutes Collect your database and Saleshandy access credentials, and spreadsheet info. Edit database node(s) to include your connection and correct date filter. Set your Saleshandy API key and target sequence ID. Enter your spreadsheet link or ID and authenticate as needed. Test the workflow with a small user batch before scheduling it for routine runs. Check sticky notes by each workflow node for details and best practices. Requirements Database connection credentials and access Saleshandy API key and sequence ID Google Sheets (or alternative) setup credentials Customisation Tips Edit the date filter to adjust the range (last day, week, month, or custom) Add error-handling nodes to catch issues with API calls or data Set up notifications (email, Slack, etc.) for process success/failure Rename nodes to reflect your business logic or steps Replace the manual trigger with a webhook or scheduled cron if desired Configure workflow variables for all credentials and IDs—avoid hardcoding

Create Stunning CGI Videos with Sora 2 API and Google Drive Integration The Sora 2 API allows seamless generation of CGI ads, turning text prompts into stunning videos. This workflow automates the entire process from video generation to upload, notification, and file sharing via Google Drive. Node-by-Node Explanation On form submission: Triggers the workflow when a form with a prompt is submitted. Sora API Processor: The prompt is sent to the Sora 2 API's txttovideo.php endpoint to initiate video generation. (This step calls the API where the magic of turning text into video happens.) Wait for API Response: Pauses for 60 seconds before checking the API response. API Request: Check Task Status: Sends an HTTP request to check the status of the CGI ad generation task. Condition: Task Output Status: Validates the task status (success, processing, failed). Wait for Task to Complete: Waits for another 60 seconds to recheck the task completion status. Send Email: API Error - Task ID Missing: Sends an email if the prediction ID is missing in the response. Upload File to Google Drive: Uploads the CGI ad video to Google Drive. Set Google Drive Permissions: Configures file permissions for sharing. Send an email: Video Link: Notifies the user with a link to the uploaded video. Sticky Notes: Annotates and documents each step in the process for clarity. How to Obtain API Key Go to Sora 2 API on RapidAPI. Sign up or log in to RapidAPI. Subscribe to the API plan that suits your needs. Copy the API key from the dashboard under "Endpoints" or "Security" sections. How to Configure Google Drive Go to the Google Developer Console. Create a new project or select an existing one. Enable the Google Drive API for the project. Set up OAuth 2.0 credentials. Authorize the app in n8n by connecting your Google account with the credentials. Use Case This workflow is perfect for businesses looking to automate CGI ad generation, reducing the time and effort required to create videos from textual prompts. It is ideal for digital marketers, content creators, or any business that needs video content quickly and efficiently. Benefits Automates video generation**: Streamlines the creation of CGI ads. Efficient content sharing**: Automatically uploads to Google Drive and configures permissions. Error handling**: Sends notifications if anything goes wrong. Time-saving**: Reduces manual effort with automated API interactions. Easy to use**: Simple form submission to generate high-quality videos. Who is this for? Digital Marketers**: Automates video content creation for ads and campaigns. Content Creators**: Quickly generates high-quality CGI ads for social media or websites. Businesses**: Small to medium businesses looking for cost-effective video creation solutions. Developers**: Looking for an automated workflow to integrate CGI video generation into their applications or services.

📌 Overview Description: This powerful workflow automates your sales quotation process by connecting Pipedrive with DottedSign. When a deal is moved to a specific stage in Pipedrive, this template automatically generates a professional PDF quotation, uploads it back to the deal, and sends it out for e-signature via DottedSign service, saving your sales team valuable time and eliminating manual work. What it does When a Pipedrive deal moves to a designated stage (e.g., "Quotation Stage"), this workflow triggers and performs the following actions: Gathers Data: It collects all relevant information, including deal details, client contacts, organization info, and associated products from Pipedrive. Generates PDF Quote: It populates a customizable HTML template with the collected data and uses a PDF generation service (Gotenberg) to create a polished PDF document. Uploads to Pipedrive: The generated PDF quote is automatically uploaded to the "Files" section of the corresponding Pipedrive deal for record-keeping. Sends for E-Signature: It creates a new signing task in DottedSign, sending the quotation to the client for their electronic signature. Requirements A Pipedrive account with admin permissions. A DottedSign developer account to obtain API credentials. A self-hosted instance of Gotenberg for HTML to PDF conversion. How to set up Pipedrive Trigger Stage: In the If node, change the stage ID 7 to the ID of the pipeline stage you want to use as the trigger. PDF Conversion Service: In the Gotenberg to PDF (HTTP Request) node, replace the placeholder URL with the endpoint of your running Gotenberg instance. DottedSign Credentials: In the Get DottedSign Access Token node, enter your client_id and client_secret in the request body. DottedSign Signature Field: In the Create DottedSign Task node, you must adjust the page and coord values under field_settings to match the desired signature location on your PDF template. How to customize the workflow Quotation Template:** Edit the Generate Quotation HTML node to modify the quote's appearance, text, company logo, and terms. The {{ ... }} expressions are placeholders that are filled with Pipedrive data. Trigger:** Replace the Pipedrive Trigger with another trigger, such as a webhook or a form submission, to adapt the workflow to different needs. Notifications:** Add a Slack or email node at the end of the workflow to notify the sales team once the quotation has been sent.

Overview This n8n workflow automatically generates weekly performance reports for completed email campaigns from ManyReach, converts them to Google Docs, and shares them via Slack. Workflow Trigger Schedule**: Runs every Monday (weekly) Automates the entire reporting process without manual intervention Process Flow 1. Data Collection Fetch All Campaigns**: Retrieves up to 100 campaigns from ManyReach API Split Out**: Breaks down the campaign list into individual items Filter**: Selects only campaigns that are both: Active (active = true) Completed (campStatus = "completed") 2. Campaign Processing Loop The workflow processes each filtered campaign individually: Fetch One Campaign: Retrieves detailed data for the specific campaign Campaign Report Agent: AI-powered analysis using GPT-4.1 that generates: Executive summary with key highlights Performance metrics (open rate, click rate, reply rate, conversion rate) Email content analysis Configuration insights Actionable recommendations Next steps 3. Report Generation Markdown → HTML**: Converts the AI-generated markdown report to HTML format Set Details**: Prepares document metadata (name, content) HTML → Magic 🪄**: Formats the HTML content for Google Drive upload with proper styling 4. Distribution Upload Doc**: Creates a new Google Doc in the connected Drive account Send a Doc Link**: Posts the document link to the #manyreach Slack channel with campaign name Key Features Automated Analysis**: AI evaluates campaign performance against industry benchmarks Comprehensive Metrics**: Tracks prospects, opens, clicks, replies, conversions, and interested leads Professional Reports**: Generated as formatted Google Docs for easy sharing Team Notifications**: Automatic Slack alerts keep the team informed Required Credentials ManyReach API (HTTP Query Auth) OpenAI API (for GPT-4.1) Google Drive OAuth2 Slack OAuth2 Output Each completed campaign receives a detailed performance report posted to Slack with a direct link to the Google Doc for review and collaboration.

Generate Invoices for Customers with Jotform, Xero and Gmail This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Xero, generating an invoice, and emailing it — all triggered by a form submission (via Jotform). How It Works Receive Submission Triggered when a user submits a form. Collects data like customer details, selected product/service, etc. Create/Update The Customer Creates/Updates the customer. 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. 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 Xero credentials, more info here Make sure that products/services values in Jotform are exactly the same as your item Code in your Xero account Email setup, update email node (Send email), more info about Gmail setup here LLM model credentials

This n8n template from Intuz provides a complete and automated solution for secure document archiving. It automatically saves new QuickBooks invoice PDFs directly into Google Drive, creating a reliable backup system. For perfect organization, the workflow uses keywords from the invoice, like the client name or invoice number, to dynamically name the PDF files, ensuring you have a complete and easily searchable financial record. Use Cases 1. Automated Document Archiving: Eliminate the manual work of downloading and saving invoices. Set it up once and let it run. 2. Compliance & Auditing: Maintain a clean, chronological, and separate record of all issued invoices for easy access during audits. 3. Secure Backup: Create a redundant, secure backup of your critical financial documents in your own cloud storage. 4. Enhanced Team Access: Share the Google Drive folder with accountants, bookkeepers, or team members who need access to invoices but not to your full QuickBooks account. How It Works: 1. Real-Time Invoice Trigger: The workflow starts the instant a new invoice is created in your QuickBooks account. A configured webhook sends a notification to n8n, kicking off the automation immediately. 2. Fetch Invoice Metadata: The workflow uses the invoice ID from the webhook to retrieve the full invoice details, such as the customer's name and the transaction date. This information is used in the next steps. 3. Generate the Invoice PDF: A crucial HTTP Request node makes a direct API call to QuickBooks, requesting a PDF version of the invoice. This ensures the archived document is the official, formatted PDF, exactly as it appears in QuickBooks. 4. Upload and Archive in Google Drive: The final node takes the binary PDF data and uploads it to your specified Google Drive folder. It dynamically names the file for easy identification (e.g., CustomerName_TransactionDate.pdf), creating a perfectly organized and searchable archive. Setup Instructions To get this workflow running, follow these key setup steps: 1. Credentials: QuickBooks: Connect your QuickBooks account credentials to n8n. Google: Connect your Google account using OAuth2 credentials and ensure the Google Drive API is enabled. 2. QuickBooks Webhook Configuration: First, activate this n8n workflow to make the webhook URL live. Copy the Production URL from the QuickBooks Webhook node. In your Intuit Developer Portal, go to the webhooks section for your app, paste the URL, and subscribe to Invoice creation events. 3. Node Configuration: Get an invoice & Generate PDF File: These nodes will use your configured QuickBooks credentials automatically. Upload file (Google Drive): In the parameters for this node, you must select the Folder ID where you want your invoices to be saved. Support If you need help setting up this workflow or require a custom version tailored to your specific use case, please feel free to reach out to the template author: Website: https://www.intuz.com/services Email: getstarted@intuz.com LinkedIn: https://www.linkedin.com/company/intuz Get Started: https://n8n.partnerlinks.io/intuz For Custom Worflow Automation Click here- Get Started

Telegram E-Commerce Customer Support Bot with AI Agent & Google Sheets An AI-powered Telegram bot that automates customer support for e-commerce stores — handling order tracking, order cancellations, and support ticket creation, all without human intervention. Built with a Gemini AI Agent + Simple Memory, the bot understands natural language, remembers the conversation context per user, and reads/writes directly to your Google Sheets — no database or backend required. How It Works A customer messages the Telegram bot or taps a menu button The AI Agent (powered by Google Gemini) reads the message and decides what to do Simple Memory** keeps track of the full conversation per user, so the bot never forgets context mid-flow The agent calls one of three Google Sheets tools depending on intent: Read Orders Sheet — looks up order details by Order ID or email Update Order Status — sets an order's status to Cancelled after confirmation Create Support Ticket — appends a new ticket row to the support sheet with auto-categorisation The response is sent back to the user via Telegram How to Use Step 1 — Create a Telegram Bot Open @BotFather on Telegram, run /newbot, and copy your bot token. Add it as a Telegram credential in n8n. Step 2 — Set Up Google Sheets Create a Google Spreadsheet with two sheets (tabs): Sheet 1 — Sheet1 (Orders): | order_id | customer_name | email | product | Status | date | Sheet 2 — Sheet1 (Support Tickets — separate spreadsheet): | ticket_id | name | order_id | query | summary | category | status | created_at | telegram_id | Step 3 — Add Credentials in n8n Telegram Bot** — paste your BotFather token Google Sheets OAuth2** — connect your Google account Google Gemini (PaLM API)** — add your API key from Google AI Studio Step 4 — Update Sheet IDs In the three Google Sheets tool nodes, replace the documentId values with your actual spreadsheet IDs (found in the Google Sheets URL). Step 5 — Activate & Register Webhook Activate the workflow in n8n. If running locally, use ngrok to expose your n8n port over HTTPS, then register the webhook: https://api.telegram.org/bot<YOUR_TOKEN>/setWebhook?url=https://<YOUR_NGROK_URL>/webhook/telegram-ecom-bot Step 6 — Test Open your bot in Telegram and send /start. You should see the welcome message with three menu buttons. Requirements n8n (self-hosted or cloud) Telegram Bot (via BotFather — free) Google account with access to Google Sheets Google Gemini API key (free tier available at aistudio.google.com) Customising This Workflow Change the LLM** — swap Google Gemini for OpenAI GPT-4o or any other n8n-supported model by replacing the Google Gemini Chat Model node Add more menu options** — extend the /start welcome node with additional inline keyboard buttons and update the system prompt to handle new intents Add manager notifications** — connect a Telegram or email node after the Create Support Ticket tool to notify your team when a new ticket is raised Use a database instead of Sheets** — replace the Google Sheets tool nodes with PostgreSQL or MySQL nodes for higher-volume production use Change cancellation rules** — edit the system prompt to block cancellations for different statuses (e.g. block Ready in addition to Shipped) Add order lookup by phone number** — extend the orders sheet with a phone column and update the system prompt accordingly

Tags: Logistics, Supply Chain, OTIF, KPI Tracking, Performance Management, AI Analysis, Notion Context Hi! I'm Samir, Supply Chain Engineer, Data Scientist based in Paris, and founder of LogiGreen. > Let's use AI with n8n to automate supply chain performance tracking! Tracking On-Time In-Full (OTIF) delivery performance is critical for retail logistics, but manually compiling data, computing KPIs, and writing analysis reports is time-consuming and error-prone. This workflow automates the entire process: collecting shipment data, aggregating weekly KPIs, generating AI powered performance analyses, and pushing everything into a Notion dashboard. For business inquiries, you can find me on LinkedIn Demo of the workflow The workflow collects shipment records from your TMS and WMS, then aggregates them by week. An AI Agent analyses each week's performance and generates summary cards in Notion. Weekly OTIF data is automatically pushed to a Notion database for tracking and visualisation. Who is this template for? This template is ideal for logistics and supply chain teams looking to automate KPI reporting: Supply chain managers** tracking delivery performance across carriers and warehouses Logistics analysts** who need automated weekly OTIF scorecards Operations teams** looking to leverage AI for performance insights Tutorial A complete tutorial (with explanations of every node) is available on YouTube: What does this workflow do? This automation uses Notion databases and OpenAI AI Agents to build a complete OTIF scorecard: The workflow is triggered manually (or on a schedule). Shipment data is collected from your TMS and WMS systems. Records are aggregated by week, computing On-Time rate, In-Full rate, and OTIF rate. An AI Agent analyses each week's performance and identifies trends, issues, and recommendations. Weekly KPI rows are pushed to the Daily OTIF Summary database in Notion. Per-week AI analysis cards are created in the AI Generated Analysis database. A second AI Agent generates a global performance summary across all weeks. The global summary card is updated in Notion with the overall analysis. Next Steps Before running the workflow, follow the sticky notes and configure: Connect your Notion API credentials and update the database IDs in all Notion nodes Add your OpenAI API Key to the AI Agent nodes Update the "Collect Shipments from TMS & WMS" node with your actual data source (API, Google Sheets, or database) Adjust the AI prompts to match your specific KPI thresholds and business context Set up the Notion template with the two required databases: "Daily OTIF Summary" and "AI Generated Analysis" Duplicate the Notion template to your workspace before connecting the workflow (Optional) Change the trigger from manual to a scheduled cron for automated weekly reporting Submitted: 8 March 2026 Template designed with n8n version 2.10.12

AI-Powered Mortgage Rate Updates with Client Messaging Keep your clients informed without the repetitive work. This workflow automatically pulls the latest mortgage rates, cleans the data, and uses AI to craft polished messages you can send directly to clients. Whether you want professional emails, quick SMS-style updates, or even CRM-ready messages, this setup saves time while making you look on top of the market. How it Works Daily Trigger – Runs on a schedule you choose (default: multiple times per day). Fetch Rates – Pulls the latest mortgage rates from Mortgage News Daily (you can swap to another source). Clean Data – Prepares and formats the raw rate data for messaging. AI Messaging – Uses Google AI Studio (Gemini) to generate text/email content that’s clear, professional, and client-ready. You can customize the prompt to adjust tone or style. Include variables (like client names or CRM fields) for personalized outreach. Send Updates – Delivers the AI-crafted message to Discord by default for you to copy and send to your clients or upload yto your bulk iMessage or email tool, but can be adapted for: Slack, Telegram, WhatsApp, or Gmail Why Use This Save hours** - No more copy-pasting rates into client messages. Look prepared** - Clients see you as proactive, not reactive. Customizable** - Use AI prompts to match your personal voice, include client-specific details, or change the delivery channel. Scalable** – Works for one agent or an entire brokerage team. With this workflow, by the time your client asks “what are rates today?”, they’ll already have a polished update waiting in their inbox or chat. 🚀

This automated n8n workflow reads patient data from Google Sheets daily at 8 AM, sends email and WhatsApp reports to doctors, alerts staff for critical patients, and logs activities back to sheets. Good to Know Runs daily at 8 AM via cron trigger. Filters active patients only. Requires Google service account, Gmail app password, and WhatsApp API token. Logs all sent reports in a dedicated sheet. How It Works Cron Trigger** - Schedules daily run at 8 AM. Google Sheets (Read)** - Fetches patient data from "Patients" sheet. Filter Node** - Selects active patients. Code Node** - Processes data, creates report content, checks for critical conditions. Email Send Node** - Sends reports to doctors via Gmail. HTTP Request Node** - Sends WhatsApp messages. Filter Critical** - Identifies critical patients. Critical Alert Email** - Notifies hospital staff. Google Sheets (Write)** - Logs reports to "Reports_Log" sheet. Google Sheet Structure Sheet 1: A: Patient ID | B: Patient Name | C: Age | D: Current Condition E: Temperature | F: Blood Pressure | G: Heart Rate | H: Current Medication I: Doctor Email | J: Doctor WhatsApp | K: Priority | L: Status | M: Last Updated Sample Data: P001 | John Doe | 45 | Stable | 98.6 | 120/80 | 72 | Aspirin | dr@hospital.com | +1234567890 | Normal | Active | 2024-01-15 P002 | Jane Smith | 32 | Fever | 101.8 | 130/85 | 88 | Tylenol | dr2@hospital.com | +1987654321 | Critical | Active | 2024-01-15 Sheet 2: A: Report Date | B: Patient ID | C: Patient Name | D: Status | E: Sent How to Use Import workflow JSON into n8n. Configure nodes with Google credentials, sheet ID, Gmail app password, WhatsApp token. Add patients to Google Sheet with "Active" status. Test manually, then activate for daily runs. Requirements Google Sheet with specified structure. Google Cloud service account JSON. Gmail with 2FA and app password. WhatsApp Business API token. n8n instance. Customizing This Workflow Adjust cron expression for different schedule. Modify Code Node for custom report formats or critical thresholds. Update email/WhatsApp nodes for additional recipients or templates. Extend filters for more patient statuses.

✨ About this Template This n8n template automates the process of writing SEO guest post content using OpenAI, based on rules and topics provided in a Google Sheet. The generated articles are saved into a separate sheet for outreach or publishing. Use cases include: SEO guest post generation Content marketing automation for agencies Outreach planning and editorial automation 💡 Good to Know OpenAI API usage costs apply based on the selected model (e.g., GPT-4). This automation uses Google Sheets and OpenAI; credentials are required to connect your accounts. Status filtering ensures only content marked as “Start” is processed — making it safe to use in multi-user workflows. ⚙️ How It Works Trigger the workflow manually (can be changed to schedule/cron or webhook). Reads from a Google Sheet with guest post planning data. Merges the writing prompt, brand guidelines, and posting rules. Sends the merged data to OpenAI (via the AI Agent node) to generate a guest post in German. Saves the result into another Google Sheet. Updates the original row's status from “Start” to “Finished” to prevent duplicates. ▶️ How to Use You must connect your Google Sheets and OpenAI accounts. Customize the AI prompt, tone, or language by editing the input structure. You can modify the filter to run only on certain months or categories. The Gmail node is optional and only used to notify when no action was taken. 🧰 Requirements OpenAI account (API key for GPT-4 or GPT-3.5) Google account with access to the configured Sheets Basic knowledge of how n8n expressions work (optional) 🛠️ Customising This Workflow This guest post writer workflow can easily be adapted to other use cases: Write social media content from a spreadsheet Generate product descriptions from catalog data Automatically translate or rewrite articles in different tones/languages Create personalized outreach emails using AI 🎁 The workflow includes built-in explanations (sticky notes) to guide you through each part of the process.

🚀 Automated Plagiarism Checker Using Rapid API & Google Sheet logging 📄 Description This powerful no-code workflow automates plagiarism detection using Plagiarism Checker AI Powered. Users submit text through Google Sheets. The system checks for duplication using the API, sends a detailed HTML report via email, and logs the results — all without human intervention. 🔧 How the Workflow Works | Node Name | Purpose | | -------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------- | | Trigger - New Row in Google Sheet | Watches for new rows added to a connected Google Sheet. | | Send Content to Plagiarism API | Sends the user-submitted content to the Plagiarism Checker AI Powered API via POST. | | Check API Response Success | Verifies if the API responded successfully and returned results. | | Extract Plagiarism Results | Extracts matched results (if any) from the API response. | | Generate HTML Plagiarism Report | Creates a styled HTML report with similarity scores, links, and matched content. | | Send Report to User via Email | Sends the plagiarism report to the user using SMTP. | | Mark Status: Success in Google Sheet | Updates the Google Sheet with a "Success" status once the email is sent. | | Send Failure Alert to IT | If the API check fails, sends an alert email to IT for investigation. | | Mark Status: Failed in Google Sheet | Updates the Google Sheet with a "Failed" status if the process doesn’t complete successfully. | 🧾 Google Sheet Configuration ✅ Required Columns: | Column Name | Description | | ----------- | -------------------------------------- | | Content | The text to be checked for plagiarism | | Status | Workflow result (Success / Failed) | Make sure these column headers exist in Row 1 of your Google Sheet. 📊 How to Connect Google Sheets to n8n Create a new Google Sheet. In n8n, use the Google Sheets Trigger node: Set your document ID (from the sheet’s URL). Specify the sheet name (e.g., Sheet1 or use gid=0). Use Google Sheets (service account) credential type for writing updates. 🔑 How to Get a RapidAPI Key for Plagiarism Checker AI Powered Go to Plagiarism Checker AI Powered API. Sign up or log in to RapidAPI. Subscribe to the free or paid plan. Copy your x-rapidapi-key and paste it into the Send Content to Plagiarism API node's header. 🧠 Use Cases Educators verifying student submissions Content marketers validating blog originality Academic institutions enforcing anti-plagiarism policies Editors reviewing freelance work ✅ Benefits ⚙️ 100% Automated: Set once, run forever 📨 Instant Reports: Plagiarism reports delivered via email 📋 Easy Tracking: Status updates in Google Sheet 🛡️ Alerts Built-in: Automatic error notification to IT 🔗 Uses Plagiarism Checker AI Powered API to ensure accuracy and scalability 📘 Bonus Tips Ensure you handle Google API scopes properly (Editor or Owner access). Always test with small content first before scaling up. Plagiarism Checker AI Powered API supports sentence-level matching and source URLs.