Workflow Templates

How It Works This workflow automates financial transaction monitoring, fraud detection, and regulatory compliance using OpenAI GPT-4 across coordinated specialist agents. It targets compliance officers, fraud analysts, and fintech operations teams managing high transaction volumes where manual review is too slow to catch emerging fraud patterns and compliance breaches in time. On schedule, the system fetches pending transactions from Airtable and routes them through a Transaction Signal Agent that classifies each by risk level—High, Medium, Low, or Unclassified. A Compliance Agent then coordinates three specialist agents: Investigation, Risk Scoring, and Reporting. Airtable stores all compliance records throughout. Results merge and update transaction records directly, giving compliance teams a fully automated, audit-ready pipeline that flags fraud, scores risk, and generates regulatory reports without manual intervention. Setup Steps Import workflow JSON into your n8n instance. Add OpenAI API credentials. Set Schedule Trigger frequency aligned to your transaction processing cycle. Update Workflow Configuration node with risk thresholds and compliance rule parameters. Connect Airtable credentials and configure base/table IDs for Fetch Pending Transactions. Prerequisites n8n (cloud or self-hosted), OpenAI API key (GPT-4), Airtable account with configured base and appropriate table schema Use Cases Compliance teams automating AML screening and suspicious transaction flagging across high transaction volumes Customization Replace OpenAI GPT-4 with Anthropic Claude or NVIDIA NIM in any agent node Benefits Automates end-to-end fraud detection and compliance reporting, eliminating manual transaction reviews

Appointment Reminder Agent automates phone call reminders for upcoming appointments by seamlessly connecting Google Calendar with Retell AI. This powerful workflow is designed to help businesses, clinics, and service providers ensure clients never miss their scheduled appointments—reducing no-shows and increasing efficiency. ##Use Cases Healthcare practitioners reminding patients of upcoming visits Salons, spas, and beauty services confirming bookings Consultants, therapists, and coaches sending appointment reminders Any service-based business wanting to reduce missed appointments ##Workflow Overview Trigger – A scheduler node runs every day at 9 AM (configurable) to start the workflow. Fetch Events – Pulls all events scheduled in the next 12 hours from Google Calendar. Extract Details – A Code node parses each event’s description for: Name Phone number (must be in E.164 format, e.g., +14155552671) Reason for appointment Start and end time Configure Retell – Uses credentials to set up: from_number (Retell-registered phone number) agent_id (Retell agent ID) Send Call – Calls Retell AI’s API to place a personalized reminder call to the client. ##Setup Instructions Add your Retell API key to n8n credentials (never hardcode it). Add your Google Calendar account to credentials. Set the from_number (Retell-registered number). Set the agent_id (Retell agent ID). Ensure all calendar event descriptions include required fields (Name, Phone number, Reason, Start & End times) in the specified format. Adjust the scheduler trigger time if needed. ##Requirements Retell AI account with API key Registered Retell phone number Google Calendar account Event descriptions formatted properly with all required details ##Customization Options Modify the trigger schedule (e.g., nightly, hourly, or webhook-based). Add logging or tracking (e.g., use Google Sheets or Airtable to log call attempts/results). Tailor the Retell agent script to suit different appointment types (e.g., “Consultation,” “Follow-up,” “Service Visit”). Expand with additional channels (e.g., SMS or email reminders before or after calls).

🌟 AI-05: CCO Customer Success Team - Multi-Agent AI Workflow 📋 Overview Transform your customer success operations with this comprehensive AI-powered workflow featuring a strategic Chief Customer Officer (CCO) agent and six specialized customer success agents. This multi-agent system handles everything from onboarding to retention, ensuring maximum customer satisfaction and revenue expansion. 🔗 Links: YouTube Channel**: https://www.youtube.com/@YaronBeen/videos LinkedIn**: https://www.linkedin.com/in/yaronbeen/ Website**: https://nofluff.online ⚙️ How It Works Customer Success Request: Chat interface receives requests like "Create a comprehensive onboarding program for enterprise customers" CCO Strategic Analysis: O3-powered CCO agent analyzes customer lifecycle and determines optimal success strategy Specialist Delegation: Work distributed to 6 specialized agents for execution Comprehensive Output: Integrated customer success deliverables with actionable recommendations 👥 Meet Your AI Customer Success Team | Agent | Specialization | Model | Primary Output | |-------|----------------|-------|---------------| | 🌟 CCO Agent | Customer success strategy & retention oversight | O3 | Strategic customer success planning | | 🚀 Customer Onboarding Specialist | Onboarding flows, welcome sequences, setup guides | GPT-4.1-mini | Onboarding programs | | 🆘 Customer Support Specialist | Support workflows, troubleshooting, help documentation | GPT-4.1-mini | Support systems | | 💊 Customer Health Analyst | Health scoring, risk identification, usage analytics | GPT-4.1-mini | Health assessments | | 📈 Upsell & Expansion Specialist | Growth opportunities, expansion strategies, upgrade paths | GPT-4.1-mini | Expansion plans | | 🎓 Customer Training Specialist | Training programs, certification courses, skill development | GPT-4.1-mini | Training curricula | | 🔄 Retention & Loyalty Specialist | Churn prevention, loyalty programs, renewal strategies | GPT-4.1-mini | Retention campaigns | 💡 Use Cases Complete Onboarding Programs**: Welcome sequences → Setup guides → Success milestones Customer Health Monitoring**: Usage tracking → Risk identification → Intervention strategies Expansion Revenue**: Account analysis → Upsell opportunities → Growth planning Support Excellence**: Knowledge bases → Workflow automation → Response optimization Training & Certification**: Learning paths → Skill assessments → Certification programs Retention Campaigns**: Churn prediction → Win-back strategies → Loyalty building 🎯 Key Benefits Proactive Success Management**: Identify and address customer needs before they become issues Revenue Expansion**: Systematic approach to identifying and capturing growth opportunities Operational Efficiency**: Streamlined processes for onboarding, support, and retention Data-Driven Insights**: Customer health scoring and predictive analytics Scalable Training**: Automated customer education and certification programs 💸 Cost Optimization Strategy O3 for CCO**: High-level customer success strategy and complex relationship management GPT-4.1-mini for Specialists**: 90% cost reduction for execution tasks Parallel Processing**: Multiple customer success workstreams handled simultaneously Template Reuse**: Proven customer success frameworks and best practices 🏗️ Building Blocks Approach This workflow provides foundational customer success components that you should customize: Adjust agent prompts** to match your industry, product, and customer segments Add relevant tools** like CRM integrations, analytics platforms, and communication systems Customize outputs** to align with your customer success methodology and KPIs Integrate workflows** with your existing customer success tech stack 🏷️ Tags #CustomerSuccess #CustomerExperience #ChurnPrevention #CustomerOnboarding #CustomerRetention #RevenueExpansion #CustomerHealth #CustomerSupport #CustomerTraining #LoyaltyPrograms #CustomerAnalytics #n8n #OpenAI #MultiAgentWorkflow #CustomerSuccessOps #CSMAutomation

How it works Receives chat messages from customers requesting table reservations. Uses an AI Agent with OpenAI Chat Model to understand and process requests. Checks table information, availability, and existing reservations from Google Sheets. Calculates guest counts and reservation timing using the Calculator node. Updates table availability and reservation records in real-time. Handles reservation changes, including updates and cancellations. Set up steps Add credentials** for OpenAI (Chat Model) and Google Sheets. In the AI Agent node, link: Chat Model → OpenAI Chat Model node. Memory → Simple Memory node. Tools → Calculator and Google Sheets nodes for reservation data handling. Configure Google Sheets nodes: Get Table Information (read sheet) Get Table Availability (read sheet) Get Table Reservations (read sheet) Update Table Availability (update sheet) Update Reservations (append sheet) Cancel Reservations (delete sheet) Ensure your sheets have consistent column names for table IDs, dates, times, and guest counts. Test by sending a reservation request through the chat trigger and verify updates in the Google Sheets.

💬 Conversational Calendar Bot for Telegram This workflow creates an AI chatbot on Telegram that intelligently manages your Google Calendar using natural language. It even checks for conflicts before scheduling! AI Models: Anthropic Claude 3.5 Haiku (Primary) & OpenAI GPT-4.1-mini (Fallback) How It Works Listen 👂: Triggered by a message in your Telegram chat. Understand 🧠: An AI Agent extracts the event details (title, date, time). Check 🧐: It first checks Google Calendar for any conflicting events. Decide ✅: If the slot is free, it creates the event. If not, it asks you for a new time. Confirm 👍: Sends a final confirmation message back to you. Nodes Used Telegram Trigger LangChain Agent Anthropic & OpenAI Models Google Calendar & Telegram Tools Setup Credentials: Add API keys for Telegram, Google Calendar, Anthropic, and OpenAI. Configure Nodes: Telegram Trigger: Add your specific Chat ID. Google Calendar Nodes ("Create" & "Get"): Select your calendar from the dropdown list. Example Usage To create a timed event: 🗓️ "Add an appointment to pick up graduation certificates on July 17th at 9 AM" To create an all-day event: PASSPORT "Remind me to renew my passport on August 20th"

Automate Market Problem Discovery from Reddit with OpenAI Who’s it for This workflow is perfect for entrepreneurs, startup founders, product managers, researchers, and market analysts who want to automatically discover and analyze real market problems from online discussions. While this example focuses on identifying issues in the future of work and future of education, it can be fully adapted to detect any type of market pain point by changing the data sources and AI prompts. If you’re looking to automate market research, find customer pain points, or detect unmet needs in your industry, this template is for you. What it does This no-code n8n automation: Collects fresh discussions from Reddit (default: Teachers, Education, RemoteWork subreddits). Filters posts by engagement (more than 5 upvotes by default). Uses OpenAI GPT-4.1 to: Detect if a post describes a real market problem. Identify the underlying pain or unmet need. Suggest a practical, tech/AI-based solution. Score the problem’s Impact, Confidence, and Ease of prototyping (ICE framework). Saves results to Google Sheets for easy prioritization and action. This allows you to automate the detection of market opportunities without manually reading through hundreds of posts. How it works Schedule Trigger**: Runs the workflow at your preferred interval (daily, hourly, etc.). Reddit Nodes**: Pull posts from the targeted subreddits (you can replace them with any niche communities). Filter Node**: Keeps only posts with engagement above your threshold. OpenAI Node: Analyzes each post using a **User Prompt and System Prompt in English, returning structured JSON data. Google Sheets Node**: Stores all results with full scoring for later review and prioritization. Requirements Reddit OAuth2 API credentials. OpenAI API key. Google Sheets OAuth2 API credentials. A Google Sheet with these columns: SubReddit, Title, Content, Short Description, Detected Pain, Possible Solution, Impact, Confidence, Ease, URL, ICE Score How to customize Change the market focus**: Replace example subreddits with your own industry forums or communities. Adjust the filter criteria**: Modify the upvote threshold or other parameters. Edit the AI prompts**: Tailor them to detect specific types of problems (healthtech, fintech, sustainability, etc.). Integrate more sources**: Add Twitter, LinkedIn, or customer support logs for richer insights. 💡 With this automation, you can continuously monitor and capture market pain points, turning raw online discussions into actionable business opportunities.

📊 Description Automate personalized LinkedIn outreach at scale using AI and real prospect data. 🤖📧 This workflow pulls leads from Google Sheets, generates human-like LinkedIn messages with Azure OpenAI, and sends them safely via the ConnectSafely LinkedIn API. It intelligently avoids duplicate messages, validates delivery, and updates message status back into your sheet automatically. Perfect for consistent, non-salesy B2B outreach with zero manual effort. What This Template Does ⏰ Triggers automatically on a daily schedule to start LinkedIn outreach. 📄 Fetches prospect details from Google Sheets for processing. 🔁 Loops through prospects in controlled batches to avoid API limits. 🧠 Uses AI to generate personalized LinkedIn messages based on role, company, industry, and activity. ✅ Checks if a message already exists to prevent duplicates. 💾 Saves generated messages back to Google Sheets for tracking. 🔍 Fetches LinkedIn profile data and profile URNs via ConnectSafely. 💬 Sends personalized LinkedIn messages safely using the ConnectSafely API. 📊 Updates Google Sheets with message delivery status and LinkedIn profile links. Key Benefits ✅ Fully automated LinkedIn outreach with no manual copywriting ✅ AI-driven personalization for higher reply rates ✅ Prevents duplicate messages automatically ✅ Centralized tracking inside Google Sheets ✅ Safe LinkedIn messaging using ConnectSafely APIs ✅ Scalable daily outreach without risking account limits Features Scheduled trigger for daily LinkedIn outreach Google Sheets integration for lead management Azure OpenAI (GPT-4o-mini) for AI message generation Batch processing for rate-limit safety Conditional logic to validate message creation ConnectSafely LinkedIn API for profile lookup and message sending Requirements Google Sheets account with prospect data Azure OpenAI credentials (GPT-4o-mini access) ConnectSafely LinkedIn API credentials n8n instance with scheduled workflows enabled Target Audience B2B founders and agency owners doing LinkedIn outreach Sales and lead generation teams Growth marketers running outbound campaigns Automation consultants building LinkedIn workflows

AI-Enriched Cold Outreach: Research → Draft → QA → Write-back What this template does Automates cold email drafting from a lead list by: Enriching each lead with LinkedIn profile, LinkedIn company, and Crunchbase data Generating a personalized subject + body with Gemini Auto-reviewing with a Judge agent and writing back only APPROVED drafts to your Data Table Highlights Hands-off enrichment via RapidAPI; raw JSON stored back on each row Two-agent pattern: Creative Outreach Agent (draft) + Outreach Email Judge (QA) Structured outputs guaranteed by LangChain Structured Output Parsers Data Table–native: reads “unprocessed” rows, writes results to the same row Async polling with Wait nodes for scraper task results How it works (flow) Trigger: Manual (replace with Cron if needed) Fetch leads: Data Table “Get row(s)” filters rows where email_subject is empty (pending) Loop: Split in Batches iterates rows Enrichment (runs in parallel): LinkedIn profile: HTTP (company_url) → Wait → Results → Data Table update → linkedin_profile_scrape LinkedIn company: HTTP (company_url) → Wait → Results → Data Table update → linkedin_company_scrape Crunchbase company: HTTP (url_search) → Wait → Results → Data Table update → crunchbase_company_scrape (All calls use host cold-outreach-enrichment-scraper with a RapidAPI key.) Draft (Gemini): “Agent One” composes a concise, personalized email using row fields + enrichment + ABOUT ME block. Structured Output Parser enforces: { "email_subject": "text", "email_content": "text" } Prep for QA: “Email Context” maps email_subject, email_content, and email for the judge. QA (Judge): “Judge Agent” returns APPROVED or REVISE (brief feedback allowed). Route: If APPROVED → Data Table “Update row(s)” writes email_subject + email_body (a.k.a. email_content) back to the row. If REVISE → Skipped; loop continues. Required setup Data Table: “email_linkedin_list” (or your own) with at least: email, First_name, Last_name, Title, Location, Company_Name, Company_site, Linkedin_URL, company_linkedin (if used), Crunchbase_URL, email_subject, email_body, linkedin_profile_scrape, linkedin_company_scrape, crunchbase_company_scrape (string fields for JSON). Credentials: RapidAPI key for cold-outreach-enrichment-scraper (store securely as credential, not hardcoded) Google Gemini (PaLM) API configured in the Google Gemini Chat Model node ABOUT ME block: Replace the sample persona (James / CEO / Company Sample / AI Automations) with your own. Nodes used Data Table** HTTP Request:** AI Agent:** Google Gemini Chat Model** Split in Batches:** Main Loop Set:** RapidAPI-Key Customization ideas Process flags:** Add email_generated_at or processed boolean to prevent reprocessing. Human-in-the-loop:** Send drafts to Slack/Email for spot check before write-back. Delivery:** After approval, optionally email the draft to the sender for review. Quotas & costs RapidAPI: Multiple calls per row (three tasks + result polls). Gemini: Token usage for generator + judge per row. Tune batch size and schedule accordingly. Privacy & compliance You are scraping and storing person/company data. Ensure lawful basis, respect ToS, and minimize stored data.

🤖 AI-Powered Hardware Store Assistant with PostgreSQL & MCP Supercharge your customer service with this conversational AI agent! This n8n workflow provides a complete solution for a hardware store chatbot that connects to a PostgreSQL database in real-time. It uses Google Gemini for natural language understanding and the powerful MCP (My Credential Provider) nodes to securely expose database operations as tools for the AI agent. ✨ Key Features 💬 Conversational Product Queries: Allow users to ask for products by name, category, description, or even technical notes. 📦 Real-time Inventory & Pricing: The agent fetches live data directly from your PostgreSQL database, ensuring accurate stock and price information. 💰 Automatic Quote Generation: Ask the agent to create a detailed quote for a list of materials, and it will calculate quantities and totals. 🧠 Smart Project Advice: The agent is primed with a system message to act as an expert, helping users calculate materials for projects (e.g., "How much drywall do I need for a 10x12 foot room?"). 🛠️ Tech Stack & Core Components Technologies Used 🗄️ PostgreSQL: For storing and managing product data. ✨ Google Gemini API: The large language model that powers the agent's conversational abilities. 🔗 MCP (My Credential Provider): Securely exposes database queries as callable tools without exposing credentials directly to the agent. n8n Nodes Used @n8n/n8n-nodes-langchain.agent: The core AI agent that orchestrates the workflow. @n8n/n8n-nodes-langchain.chatTrigger: To start a conversation. @n8n/n8n-nodes-langchain.lmChatGoogleGemini: The connection to the Google Gemini model. n8n-nodes-base.postgresTool: Individual nodes for querying products by ID, name, category, etc. @n8n/n8n-nodes-langchain.mcpTrigger: Exposes the PostgresTools. @n8n/n8n-nodes-langchain.mcpClientTool: Allows the AI agent to consume the tools exposed by the MCP Trigger. 🚀 How to Get Started: Setup & Configuration Follow these steps to get your AI assistant up and running: Configure your Database: This template assumes a PostgreSQL database named bd_ferreteria with a productos table. You can adapt the PostgresTool nodes to match your own schema. Set up Credentials: Create and assign your PostgreSQL credentials to each of the six PostgresTool nodes. Create and assign your Google Gemini API credentials in the Language Model (Google Gemini) node. Review the System Prompt: The main AI Agent node has a detailed system prompt that defines its persona and capabilities. Feel free to customize it to better fit your business's tone and product line. Activate the Workflow: Save and activate the workflow. You can now start interacting with your new AI sales assistant through the chat interface! 💡 Use Cases & Customization While designed for a hardware store, this template is highly adaptable. You can use it for: Any e-commerce store with a product database (e.g., electronics, clothing, books). An internal IT support bot that queries a database of company assets. A booking assistant that checks availability in a database of appointments or reservations.

Let your team create, track, and manage project tasks through natural conversation. This workflow uses an AI Project Manager Agent that chats with users, gathers the task details it needs, and automatically adds them to a Google Sheet. ✅ What this template does Lets you chat naturally with an AI to add new project tasks Automatically detects if the user wants to create or update an item (updates coming soon) Collects Task, Description, and Status fields — allows “don’t know” responses Appends new entries directly into your connected Google Sheets Provides real-time confirmation when the task is added > Trigger: n8n Chat Trigger > Integrations: OpenAI GPT-4.1-mini + Google Sheets (OAuth2) 🧠 How it works The Chat Trigger starts a chat with the user. The AI Project Manager Agent asks guiding questions to gather the task name, description, and status. When all fields are complete (all Info = Yes), the data is passed to the Google Sheets node. The task is automatically added to your project tracker sheet. The AI confirms completion in chat. ⚙️ Setup instructions 1. Connect OpenAI Go to OpenAI Platform → copy your API key. In n8n, create New Credentials → OpenAI API and paste your key. Ensure your account has active billing under OpenAI Billing. 2. Connect Google Sheets (OAuth2) In n8n → Credentials → New → Google Sheets (OAuth2) Sign in with your Google account and grant access. Select your spreadsheet and tab (e.g., “Tasks”) when prompted. Example sheet: https://docs.google.com/spreadsheets/d/1pbK-B-Q9p8fVjxJIsjEVrAfRgqEPCeYw8rZojZPAb84/edit 3. Test your chat Click Execute Workflow, then start chatting: > “Add a task for reviewing the project report tomorrow.” The agent will ask questions if needed, then add the record to your sheet. 🧩 Customization ideas Add a Date Added or Assigned To column to the Google Sheet Integrate with Slack or Outlook to message assigned users Extend the agent to support task updates and deletes Replace Google Sheets with Airtable or Notion if preferred 🪄 Requirements n8n version ≥ 1.100 OpenAI API key Google Sheets account 📬 Contact Need help customizing this (e.g., adding deadlines, linking to Notion, or Slack notifications)? 📧 robert@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com

What It Does Stop chasing the market—let the market come to you. This Done-For-You AI Crypto Bot is a fully configured n8n workflow that scrapes CoinMarketCap for trending cryptocurrencies, analyzes them with cutting-edge OpenAI AI (GPT-4o-mini), and delivers concise, actionable insights directly to your Discord channel. Forget tedious manual research and complex setups; this system is ready for instant deployment, giving you and your community an unfair advantage by providing daily, automated crypto trend intelligence without lifting a finger. It’s the ultimate shortcut to staying ahead in the fast-paced crypto world with a pre-built crypto automation solution. ⚙️ Key Features ⏰ Automated Daily Crypto Updates:* Pre-scheduled to run multiple times a day, ensuring you never miss a trending coin. 🧠 AI-Powered Market Analysis:* Leverages GPT-4o-mini to distill complex data into digestible, insightful summaries. 💬 Seamless Discord Integration:* Delivers beautifully formatted, Markdown-compatible messages directly to your chosen channel. ⚡ Zero-Setup n8n Workflow:* Simply import the JSON, plug in your API keys, and go live within minutes. 📈 Actionable Insights:* Provides ticker, price, market cap, volume, and direct links for quick research and trading decisions. 😩 Pain Points Solved Tired of missing crucial crypto market trends and potential opportunities? Wasting countless hours on manual research and data aggregation from multiple sources? Struggling to provide timely, concise, and professional crypto insights to your community or personal trading strategy? Frustrated by the complexity and time investment of setting up custom AI and automation workflows from scratch? Need a reliable, hands-off solution to stay informed and competitive in the volatile cryptocurrency landscape? 📦 What’s Included Fully configured n8n workflow JSON file (ready to import) Pre-optimized AI prompt for expert crypto analysis Step-by-step setup guide for API keys and Discord integration Lifetime access to workflow updates 🚀 Call to Action Get your AI Crypto Bot live today. Automate insights, dominate trends. 🏷️ Optimized Tags done for you crypto bot, n8n workflow, ai crypto analysis, discord bot, trending coins, coinmarketcap automation, crypto insights, market intelligence, ready made solution, pre built automation, digital product, crypto trading tool, passive income bot

Who’s it for This template is perfect for content creators, social media strategists, and marketing teams who want to uncover trending questions directly from real TikTok audiences. If you spend hours scrolling through videos to find content ideas or audience pain points, this workflow automates the entire research process and delivers clean, ready-to-use insights in minutes. What it does The workflow takes a keyword, searches TikTok for matching creator profiles, retrieves their latest videos, extracts viewer comments, and uses GPT-4 to identify the most frequently asked questions. These questions can be used to inspire new content, shape engagement strategies, or create FAQ-style videos that directly address what your audience is curious about. Here’s what happens step by step: Accepts a keyword from a form trigger Uses Dumpling AI to search TikTok for relevant profiles Fetches the most recent videos from each profile Extracts and cleans comments using a Python script Sends cleaned comments to GPT-4 to find recurring audience questions Saves the top questions and video links into a Data Table for easy review How it works Form Trigger: Collects the keyword input from the user Dumpling AI: Searches TikTok to find relevant creators based on the keyword Video Retrieval: Gets recent videos from the discovered profiles Comments Extraction: Gathers and cleans all video comments using Python GPT-4: Analyzes the cleaned text to extract top audience questions Data Table: Stores the results for easy access and content planning Requirements ✅ Dumpling AI API key stored as credentials ✅ OpenAI GPT-4 credentials ✅ Python node enabled in n8n ✅ A Data Table in n8n to store questions and related video details How to customize Adjust the GPT prompt to refine the tone or format of the extracted questions Add filters to target specific types of TikTok profiles or content niches Integrate the output with your content calendar or idea tracking tool Set up scheduled runs to build a constantly updating library of audience questions Extend the workflow to analyze TikTok hashtags or trends alongside comments > This workflow turns TikTok keyword searches into structured audience insights, helping you quickly discover real questions your audience is asking—perfect for fueling content strategies, campaigns, and engagement.