Workflow Templates

This workflow pulls all tasks from your Trello board every day and logs them into a Google Sheet. Use it to track project progress, due dates, and keep a daily snapshot of your board’s status. ⚙️ Setup Instructions 1️⃣ Connect Trello (Developer API) Get your API key: Trello App Key On the same page, generate a Token (click Token) In n8n → Credentials → New → Trello API, paste your API Key + Token, then save. Open each Trello node (Get Board, Get Lists, Get Cards) and select your Trello credential. 🧠 How It Works Schedule Trigger**: Runs daily (can be customized). Get Board → Get Lists → Get Cards**: Pulls every task, its list, due date, and description. Map Fields**: Normalizes the data (board name, list name, task name, description, due date, URL). Today's Date Node**: Adds a timestamp column so each run is logged. Google Sheets (Append): Appends all task rows into a sheet → creating a **daily history log. 📬 Contact Need help customizing this (e.g., filtering by list, or sending reports by email/Slack)? 📧 rbreen@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com

How it works This workflow starts when a user triggers a custom slash command in Slack. The workflow checks if a valid message (email address or HubSpot contact ID) was provided. Based on the input, it searches HubSpot for the contact either by email or by ID. Once the contact is found, the workflow formats the details into a clean, Slack-friendly message card and posts it back into the Slack channel. Step-by-step Start with Slack Slash Command The workflow is triggered whenever someone uses a custom slash command in Slack. It checks if the user actually entered something (email or ID). If nothing is entered, the workflow stops with an error. Parse Search Input The workflow cleans up the user’s input and determines whether it’s an email address or a HubSpot contact ID. This ensures the correct HubSpot search method is used. Search in HubSpot If the input is an email → the workflow searches HubSpot by email. If the input is an ID → the workflow retrieves the contact directly using the HubSpot contact ID. Format Contact Info The retrieved HubSpot contact details (name, email, phone, company, deal stage, etc.) are formatted into a Slack-friendly message card. Send Contact Info to Slack Finally, the formatted contact information is posted back into the Slack channel, making it instantly visible to the user and team. Why use this? Quickly look up HubSpot contacts directly from Slack without switching tools. Works with both email addresses and HubSpot IDs. Provides a clean, structured contact card in Slack with key details. Saves time for sales and support teams by keeping workflows inside Slack. Runs automatically once set up — no extra clicks or manual searches.

Scanning Email Inbox for Delivery Errors Prerequisite: Automate Personalized Email Campaigns with Google Docs, Sheets, and SMTP. How It Works After running your email campaign, some messages may fail to deliver. This workflow scans your email inbox for delivery errors (e.g., bounced messages), flags problematic email addresses in the Google Sheet and ensures future campaigns skip them. How to Use Ensure Prerequisite Workflow: You should have the Email Campaign Workflow configured and running. Google Sheet Setup: Use the Google Sheet Template. Identify your document’s ID (the string after /d/ and before /edit in the URL). Configure Workflow: Enter your Google Sheet ID in the settings node. Connect your Google credentials to n8n. Email Inbox: Set up the readspamfolder node to search for bounce/error messages in your mail (e.g., in the Spam or Inbox folders—adjust label/folder if emails land elsewhere). Google Sheet Update: Configure the lookupemail and update_err nodes Requirements Google Credentials** to access Gmail and sheets. Gmail Account** (bounce/error messages must be accessible here). n8n Version:** Tested with 1.105.2 (Ubuntu). Need Help? Comment this post or contact me on LinkedIn Ask in the n8n Community Forum!

How it works Every day at 6:00 AM, the workflow pulls all events from your Google Calendar scheduled for that day. It extracts each event’s ID, title, and start time, aggregates them into one list, and converts them into a text string. This text is passed to an AI-powered Information Extractor (using Claude 3.5 Sonnet) to format the events into a clear daily summary. Finally, the summary is sent as a Telegram message to your chosen chat ID, giving you a ready-to-read daily to-do list. How to use Connect your Google Calendar account to the Get many events node. Set the correct calendar in the calendar field. Link your Telegram account and set your chatId in the Send a text message node. Adjust the Schedule Trigger node if you want a different reminder time. Activate the workflow — it will run daily and send your event summary to Telegram automatically. Customising this workflow Reminder time: Change triggerAtHour in the Schedule Trigger node for morning, evening, or multiple reminders per day. Calendar source: Switch to another Google Calendar or add multiple Get many events nodes for different calendars. Message style: Edit the Information Extractor system prompt to change language, formatting, or level of detail in your summary. Delivery channel: Replace or add another messaging node (e.g., Email, Slack, WhatsApp) if you want your to-do list in different apps. Event filtering: Add a filter before aggregation to include only certain event types or keywords (e.g., “Meeting”, “Deadline”).

Creative Design Agency Simulation with OpenAI O3 and GPT-4.1-mini Multi-Agent Team This n8n workflow simulates a full-service creative agency powered by AI. At the center is a Creative Director Agent (O3 model) who takes client requests, plans the creative direction, and delegates work to a specialized design team. Each specialist runs on GPT-4.1-mini, keeping execution fast and cost-efficient. 🟢 Section 1 – Entry & Strategic Leadership Nodes: 💬 When chat message received → Entry point, listens for design briefs. 🎨 Creative Director Agent (O3) → The “agency head” who interprets requirements and decides which specialists to involve. 💡 Think Tool → Helps the Director brainstorm, evaluate alternatives, and refine direction. 🧠 OpenAI Chat Model Director (O3) → Strategic reasoning engine for the Director. ✅ Benefit for beginners: Think of this as the project manager’s desk — you submit a design request, and the Director figures out how to make it happen. ✍️ Section 2 – Core Creative Specialists Nodes: 🖼️ Graphic Designer → Logos, visual identity, print, packaging. 📱 UI/UX Designer → Wireframes, prototypes, interaction design. 🎯 Brand Strategist → Market positioning, brand guidelines, competitive research. 📝 Creative Copywriter → Taglines, messaging, campaign copy. Each agent is powered by GPT-4.1-mini. ✅ Benefit for beginners: This section is your creative studio team — they craft visuals, design user experiences, and write compelling words. 🚀 Section 3 – Extended Design & Motion Team Nodes: 🎬 Motion Graphics Designer → Animations, promo videos, explainer graphics. 🌐 Web Designer → Websites, responsive layouts, accessibility improvements. 🖌️ OpenAI Chat Model Agents (GPT-4.1-mini) → Back each specialist with creative power. ✅ Benefit for beginners: This section brings motion and web into the mix, ensuring your creative package isn’t static — it moves, animates, and lives online. 📊 Summary Table | Section | Key Roles | Model | Purpose | Beginner Benefit | | ------------------- | --------------------------------- | ------------ | --------------------- | ------------------------------------- | | 🟢 Entry & Strategy | Chat Trigger, Director, Think | O3 | Leadership & planning | Turns briefs into action plans | | ✍️ Core Creatives | Graphic, UI/UX, Brand, Copywriter | GPT-4.1-mini | Design & content | Produces visuals, UX, and words | | 🚀 Extended Team | Motion Graphics, Web | GPT-4.1-mini | Motion & web design | Animates, builds, and scales projects | 🌟 Why This Workflow Rocks Complete agency in a box** → Strategy + Design + Motion + Web + Copy Smart leadership** → Director (O3) only used for high-level thinking Cost-effective execution** → GPT-4.1-mini runs most tasks Parallel creativity** → Specialists work simultaneously Scalable** → Adaptable to any design or branding request 👉 Example: Send a message like “Design a brand identity for a sustainable clothing startup”. Within minutes, your AI agency produces: A logo & color scheme 🎨 A UX prototype 📱 A brand positioning doc 🎯 Animated ad ideas 🎬 Website mockups 🌐 A tagline & ad copy ✍️

Creating high-quality, SEO-friendly blog posts consistently can be time-consuming. This template helps content creators, bloggers, SEO specialists, and agencies fully automate their blogging workflow. By combining AI content generation (GPT), Google Sheets for keyword management, and WordPress for direct publishing, this workflow saves hours of manual work and ensures professional results. ⚡ Use Cases Automate content creation for niche blogs. Generate SEO-optimized articles from keyword lists. Keep a consistent publishing schedule without manual effort. Scale content production for agencies or affiliate sites. ✅ Pre-requirements Before using this template, you will need: Google Sheets API credentials (for managing topics & keywords). AI API key (e.g., OpenAI, LM Studio, Ollama, or any connected model). WordPress credentials with API access. Basic understanding of n8n workflow editor. 🔧 Step-by-Step Setup Connect Google Sheets: Add your API credentials.- Use the sheet to store keywords, titles, and categories. Integrate AI Model (GPT or others): Insert your API key into the AI node. Customize the SEO writing prompt for Rank Math 90+ score. Content Processing: The workflow will fetch one keyword at a time. AI will generate a 1200–1500+ word SEO blog post. Output is cleaned into proper HTML. Publish to WordPress: Configure the WordPress node with your site credentials. Automatically post as Draft or Published.

Overview Meet Maria, a sophisticated AI Booking Agent designed for Veterinary Clinics (but easily adaptable to any service business). This workflow transforms a simple chat interface into a full-scale administrative assistant that handles client lookups, lead generation, and scheduling without human intervention. Key Features Intelligent CRM Lookup: Automatically checks Google Sheets to see if a customer is a "New" or "Existing" client. Automated Lead Capture: If the client doesn't exist, the agent collects their details and creates a new entry in real-time. Full Calendar Management: Maria can Get, Create, Reschedule, and Delete appointments directly in Google Calendar. Smart Escalation: Uses a "Human-in-the-loop" logic; if a query is medical or complex, Maria triggers a Gmail notification to alert the professional staff. Dual-Model Reliability: Powered by OpenRouter, utilizing GPT-4o for complex reasoning with built-in fallback support. How it works Normalization: Incoming phone numbers are cleaned to ensure database consistency. The Brain: The AI Agent uses a Window Buffer Memory to maintain context throughout the conversation. Tooling: Maria is equipped with custom tools for Google Sheets (Database), Google Calendar (Booking), and Gmail (Escalation). Confirmation: No appointment is finalized until the agent confirms the date and time with the user in natural language. Setup Instructions Credentials: Connect your Google Sheets, Calendar, and Gmail accounts. API: Add your OpenRouter API key to the AI Agent node. Sheet ID: Update the Google Sheets nodes to point to your specific Spreadsheet. Timezone: Ensure your n8n Workflow settings match your local clinic's timezone.

How It Works This workflow automates enterprise policy compliance monitoring using AI agents to ensure organizational adherence to regulatory and internal policies. Designed for compliance officers, legal teams, and risk managers, it solves the challenge of manually reviewing vast policy documents and execution logs for violations.The system fetches policy records on schedule, routes them to specialized AI agents (OpenAI for compliance assessment and escalation logic), validates outputs, and logs all actions for audit trails. Email notifications alert stakeholders when violations occur. By automating detection and escalation, organizations reduce compliance risks, accelerate response times, and maintain comprehensive audit documentation—critical for regulated industries like finance, healthcare, and manufacturing. Setup Steps Connect Schedule Trigger (set monitoring frequency: hourly/daily) Configure Fetch Policy Records node with your policy database/API credentials Add OpenAI API key to Compliance Agent and Escalation Logic nodes Connect Email node with SMTP credentials for alert notifications Link Final Execution Log to your audit storage system Test workflow with sample policy violations to verify routing logic Prerequisites OpenAI API account with GPT-4 access, policy database/API access Use Cases Financial services regulatory compliance (KYC/AML), healthcare HIPAA monitoring Customization Modify AI prompts for industry-specific regulations, adjust routing thresholds for violation severity Benefits Reduces compliance review time by 90%, eliminates human oversight gaps

📊 Log BTC/ETH Prices and USD Exchange Rates to Notion (Hourly) 📌 Overview This workflow automatically logs live crypto prices (Bitcoin & Ethereum) and fiat exchange rates (USD→EUR / USD→NGN) into a Notion database every hour. Each entry becomes a new row in your Notion dashboard, letting you visualize currency and crypto trends side by side. It’s perfect for traders, analysts, and anyone who wants a single source of truth in Notion without needing multiple apps open. With hourly updates, you’ll have a clean data history for building rollups, trend graphs, or financial dashboards. ⚙️ How it works Schedule Trigger — runs every hour (adjustable via cron). HTTP Request (ExchangeRate-API) — fetches USD-base FX rates (no API key required). HTTP Request (CoinGecko) — fetches BTC & ETH prices + 24h % change (no API key required). Merge — combines both payloads. Code (v2) — formats a Notion-ready JSON payload with the correct fields. Notion Node — creates a new page in your database with mapped properties. Example Row in Notion: Title: Crypto+FX — 2025-09-08 09:00 BTC: 112,417 | BTC_24h: +1.22% ETH: 4,334.57 | ETH_24h: +1.33% USD→EUR: 0.854 | USD→NGN: ₦1,524.54 🛠 Setup Guide 1) Create the Notion database In Notion, create a new database (Table view). Add these columns with matching property types: | Column | Property Type | |------------|---------------| | Title | Title | | BTC | Number | | BTC_24h | Number | | ETH | Number | | ETH_24h | Number | | USD_EUR | Number | | USD_NGN | Number | 2) Connect Notion in n8n In the Notion “Create Page” node, connect with your Notion OAuth2 credentials. On first use, you’ll be redirected to authorize n8n with your Notion workspace. Copy your Database ID (from the Notion URL) and paste it into the node. 3) Map the Code output The Code node outputs JSON fields: BTC, BTC_24h, ETH, ETH_24h, USD_EUR, USD_NGN. In the Notion node, map each property: BTC → {{$json.BTC}} BTC_24h → {{$json.BTC_24h}} ETH → {{$json.ETH}} ETH_24h → {{$json.ETH_24h}} USD_EUR → {{$json.USD_EUR}} USD_NGN → {{$json.USD_NGN}} 4) Test Run the workflow once. Confirm that a new page is added to your Notion database with all values filled. 🎛 Customization Cadence:** change the schedule to 10 minutes, 4 hours, or daily depending on your needs. Extra coins:** add more IDs (e.g., solana, bnb) in the CoinGecko call and update the Code node. Extra FX pairs:** expand from ExchangeRate-API (e.g., USD→GBP, USD→ZAR). Notion dashboards:** use rollups, charts, and linked databases for trend visualization. Formatting:** add emojis, colors, or sections in your Notion view for clarity. 🧩 Troubleshooting Page not created:** verify Database ID and ensure the Notion API integration has access. Empty fields:** check that property names in Notion exactly match those used in the Code node. Wrong data type:* make sure properties are set as *Number**, not Text. Rate limits:** CoinGecko and ExchangeRate-API are free but may rate-limit if called too often; keep cadence reasonable (hourly recommended).

Description This workflow automatically monitors and tracks SEC Form D filings (private placement offerings) by fetching data from the SEC EDGAR database every 10 minutes during business hours and saving new filings to Google Sheets for analysis and tracking. Who's it for Venture capitalists** tracking private funding rounds and market activity Investment analysts** researching private placement trends and opportunities Financial researchers** collecting data on private securities offerings Business development teams** identifying potential partnership or acquisition targets Compliance professionals** monitoring regulatory filings in their industry How it works The workflow connects to the SEC EDGAR RSS feed to fetch the latest Form D filings, parses the XML data, extracts key information including CIK numbers and filing links, filters out duplicates from previous runs, and automatically saves new filings to a Google Sheets document for easy analysis and tracking. What it does Automated scheduling - Runs every 10 minutes during business hours (6 AM - 9 PM, Monday-Friday) Fetches SEC data - Retrieves the 40 most recent Form D filings from SEC EDGAR RSS feed Parses filing data - Converts XML to structured data and extracts CIK numbers, titles, and links Filters duplicates - Only processes new filings that haven't been seen in previous executions Saves to sheets - Appends new filing data to Google Sheets with proper formatting Requirements Google Sheets API access** with OAuth2 credentials configured Google Sheets document** - Make a copy of this template sheet n8n instance** running continuously for scheduled execution How to set up Copy the template Google Sheet from the link above to your Google Drive Configure Google Sheets OAuth2 authentication in n8n credentials Update the Google Sheets document ID in the "Save to SEC Data Sheet" node to point to your copied sheet Customize the User-Agent header in the HTTP Request node with your contact information (required by SEC) Activate the workflow - The schedule trigger will start monitoring automatically Test manually by replacing the Schedule Trigger with a Manual Trigger for initial testing How to customize the workflow Schedule frequency**: Modify the cron expression in the Schedule Trigger (default: every 10 minutes) Business hours**: Adjust the time range (default: 6 AM - 9 PM EST) Working days**: Change from Monday-Friday to include weekends if needed Filing count**: Modify the SEC URL to fetch more than 40 filings (change count=40 parameter) Form types**: Update the URL to track different SEC forms (change type=D to other form types) Output format**: Customize the Google Sheets column mapping to include additional fields Notifications**: Add Slack, email, or webhook nodes to get alerts for new filings Output data includes CIK Number** - Central Index Key for the filing company Company Title** - Name of the company making the filing Form Type** - Type of SEC form (Form D for private placements) HTML Filing Link** - Link to view the filing in SEC EDGAR system TXT Filing Link** - Direct link to the raw text version of the filing Updated Date** - When the filing was submitted to SEC Key features Duplicate prevention** - Built-in deduplication ensures no filing is processed twice Business hours scheduling** - Respects SEC server load by running only during business hours SEC compliance** - Includes proper User-Agent header as required by SEC guidelines Automatic link generation** - Creates both HTML and TXT links for easy access to filings CIK extraction** - Automatically extracts company CIK numbers from filing titles Note: This workflow is designed for monitoring public SEC filings and complies with SEC EDGAR access guidelines. The User-Agent header must be updated with your contact information before use.

How it works Load Expected Content + Expected Font Family from Google Sheets. Parse the email HTML to locate the matching content block. Use a JavaScript/HTML extraction node to read the actual font-family applied to that content. Merge expected and actual values. Compare Expected Font vs Actual Font to produce a Result (Match / Mismatch). Log Actual Font + Result back into Google Sheets as part of the QA output. Setup steps Google Sheets** Create a sheet with columns:SectionId, Content, ExpectedFontFamily, ActualFontFamily, Result. Populate SectionId + ExpectedContent for each content block you want to verify. Email HTML Source** Use a Gmail node to pull message HTML or use HTTP Request/Read Binary File + HTML/JS to supply the HTML. Extraction Logic (JS/HTML)** Use HTML parsing or a JS Function node to locate the HTML element containing the content string. From the matched element, extract the computed font-family. Clean, normalize, and standardize font names for accurate comparison. Return the extracted value as ActualFontFamily. Merge & Compare** Merge the Google Sheets expected records with the extracted actual font data using SectionId as the key. In the Code (JS) node, compare ExpectedFontFamily vs ActualFontFamily and set Result to Match if equal (or meets your rule), otherwise Mismatch. Write back** Use Google Sheets to update ActualFontFamily and Result for each row. Requirements n8n with access to: Google Sheets, Code/HTML, and (optionally) Gmail nodes. A Google Sheets document with at least these columns: SectionId (or Key) Content ExpectedFontFamily ActualFontFamily (output) Result (output: Match / Mismatch)

Generates SEO blog posts, ad copy, email sequences, and social captions using Claude AI. Setup Add your ANTHROPIC_API_KEY in the Set Config node Configure Serper API key for SEO data (optional) Set your WordPress, Mailchimp, Airtable credentials POST to the webhook URL Webhook Payload { "topic": "Best AI Tools 2025", "contentType": "blog_post", "keyword": "ai tools for marketing", "tone": "professional", "audience": "SMB marketers", "wordCount": 1500, "brand": "YourBrand", "clientEmail": "client@email.com" } Content Types blog_post ad_copy email_sequence social_captions Flow The simplified flow (9 active nodes): Receive Brief → Set Config → Fetch SERP Data → Build Claude Prompt → Call Claude AI → Parse Claude Response → Save to Google Sheets → Send Delivery Email → Send Response After importing, replace these 5 values in the Set Config node: | Field | Replace with | |---|---| | YOUR_ANTHROPIC_API_KEY | Your Anthropic key | | YOUR_SERPER_API_KEY | Your Serper.dev key (free tier works) | | YOUR_SENDGRID_API_KEY | Your SendGrid key | | YOUR_GOOGLE_SHEET_ID | Your Sheet ID from the URL | | YOUR_GSHEETS_CREDENTIAL_ID | Set up Google Sheets OAuth in n8n credentials | The workflow handles all 4 content types (blog_post, ad_copy, email_sequence, social_captions) through a single Claude call with type-specific prompts — no branching needed.