Workflow Templates

Daily ETH Wallet Balance & Holdings Alerts Never miss a snapshot of your (or others) ETH wallet, this workflow polls your wallet on a schedule, fetches balances and current ETH prices, formats a concise summary, and posts it to Discord (or email/Slack/Telegram). Easy to customize to track multiple wallets, tokens, or alert on thresholds. How it works Schedule Trigger - Runs on your cadence (default: morning and evening). Query Blockchain - Calls Etherscan (or another API) to get wallet balances and token holdings. Process Balances - Calculates totals and converts values using CoinGecko price lookups. Format Summary - Creates a readable report (holdings, USD value, % change, etc.). Deliver Alert - Sends the snapshot to Discord (swap in Slack/Telegram/email/webhook as needed). Quick setup notes Add your Etherscan (or preferred) API key and CoinGecko key where indicated. Set the wallet address(es) in the code node(s) supports one or many. Adjust the schedule, number of snapshots, and message format to suit your needs. Use cases / variations Single-wallet daily snapshot** - Quick morning/evening balances. Multi-wallet portfolio digest** - Aggregate several addresses into one report. Token breakdown** - Show ERC-20 token amounts and fiat values. Price/threshold alerts** - Ping when ETH or a token crosses a set price or % change. On-demand reporting** - Trigger via webhook or command to pull a live snapshot. NFT & token inventory** - Report owned collections and token counts. Tax / bookkeeping exports** - Add CSV output for record-keeping. Why use this Hands-off monitoring** - automated snapshots replace manual checks. Customizable** - swap APIs, add wallets, or change channels in minutes. Actionable** - get the data you need (holdings, fiat value, alerts) where you already work.

This n8n workflow automates outbound phone calls to new leads using Retell AI, with built-in timezone detection to ensure you're only calling during business hours. Use cases include appointment setting, lead qualification, follow-up surveys, payment reminders, and sales outreach—anywhere you need to scale phone conversations without scaling headcount. Good to know You'll need a Retell AI phone number and configured voice agent before using this workflow. Retell AI offers $10 free credit when you sign up (~73 minutes of calls). Create your account here. The timezone logic covers common country codes (UK, US, EU, Australia, India, UAE, Singapore, Japan). You can extend this in the Code node. How it works A new row in Google Sheets triggers the workflow (you can swap this for a webhook, form, or CRM trigger). The phone number is sanitised—stripping spaces, dashes, and brackets so it's in the correct format for dialling. The lead's timezone is determined from their country code, and the workflow checks whether it's between 8am-5pm local time. If not, it waits and retries. Retell AI places the outbound call using your configured voice agent. The workflow polls Retell's API until the call ends, then retrieves the transcript. You can replace this with a Retell webhook if you'd rather. The Google Sheet is updated to mark the lead as "Called", as well as entering the call summary, transcript, call sentiment, and other useful details from Retell's call logs. Requirements Retell AI account with a phone number and voice agent Google Sheets with columns: Phone Number, Name, Status Customising this workflow Change the trigger**: Replace Google Sheets with a webhook, n8n form, or CRM trigger (HubSpot, Pipedrive, etc.) Adjust calling hours**: Modify the IF node to change the 8am-5pm window Expand timezone coverage**: Add more country codes to the mapping in the "Get lead's timezone" Code node Add your own AI analysis**: We currently use Retell AI's default call summary - but you could add an agent that extracts different insights (e.g., buying signals, objections) Route the output elsewhere**: Send results to Slack, a CRM, email, or Airtable instead of updating Google Sheets Built by Marcus Taylor (@intellagents / voiceai.guide)

AI-Powered Lead Generation: Personalized Icebreakers with Perplexity Research & Claude Sonnet 4.5 This production-ready workflow transforms your lead generation by automatically researching prospects and generating genuinely personalized icebreakers that feel human-written. What normally takes 10-15 minutes per lead now happens in under a minute, at scale. 🎯 What It Does: Pulls lead data from Google Sheets, conducts real-time AI research on each prospect, and generates custom cold email opening lines that reference actual company achievements and recent news. The workflow processes leads in batches, updates your spreadsheet automatically, and maintains context throughout the entire process. Automated Research**: Perplexity Sonar searches the web for current information about each prospect and their company Company Name Standardization**: GPT-4o-mini cleans up corporate names to sound natural ("Sharp Guys Web Design Agency" becomes "Sharp Guys") Personalized Icebreakers**: Claude Sonnet 4 crafts opening lines that reference real achievements in a casual, bar-conversation tone Smart Processing**: Filters already-processed leads, handles batches of 25, and safely updates your spreadsheet Cost Effective**: Approximately $0.02 per lead with typical 2-3x response rate improvement 💡 Use Cases & Results: Perfect for: B2B sales teams, marketing agencies, business development, recruiters, freelancers, startup founders doing cold outreach. Expected results: 2-3x response rate improvement ~$0.02 per lead cost 10-15 min → 30-60 sec per lead Why it works: Icebreakers reference real, current information vs generic templates. Prospects notice the personalization. 🔧 How It Works: The workflow follows a six-step process. First, it retrieves lead data from your Google Sheets and filters out any leads that already have icebreakers to avoid reprocessing. Then it processes leads in manageable batches of 25 to respect API rate limits while maintaining efficiency. For each lead, the system standardizes the company name by removing corporate suffixes like "Agency," "Inc.," or "Group" to make icebreakers sound more natural. Next, Perplexity Sonar conducts real-time web research on the prospect, finding recent company news, achievements, funding rounds, and relevant background information. Claude Sonnet 4 then analyzes this research and generates a personalized icebreaker that sounds genuinely human-written. The prompt instructs Claude to use a casual, spartan tone and to look for plausible connections without stretching the truth. Each icebreaker follows a proven format: "Hey [FirstName], [specific observation about their company], I wanted to share something that could be relevant for [Company]." Finally, the workflow updates your spreadsheet with both the cleaned company name and the personalized icebreaker, then loops back to process the next batch until all unprocessed leads are complete. ✨ Key Features: Real-time research**: Perplexity Sonar accesses current web data for the most relevant, up-to-date information Natural language**: Icebreakers reference real achievements in conversational tone, not corporate speak Batch processing**: Handles 25 leads at a time with automatic looping for any volume Smart filtering**: Skips leads that already have icebreakers, enabling easy reruns with new data JSON output**: Structured format ready for integration with cold email tools Resume capability**: Can stop and restart anytime without losing progress Quality assurance**: AI models are specifically chosen for their strengths (speed, research, writing) 📋 Requirements: Google Sheets with lead data (columns: id, first_name, last_name, title, organization_name, Icebreaker, company_name_cleanup) OpenAI API key (for GPT-4o-mini company name cleanup) OpenRouter account with credits (for Perplexity Sonar and Claude Sonnet 4 access) n8n Cloud or self-hosted instance ⚡ Quick Setup: Prepare your Google Sheets spreadsheet with the required columns and fill in your lead data. Connect your Google Sheets, OpenAI, and OpenRouter credentials to n8n. Configure the "Get Leads" and "Update Icebreaker" nodes to point to your spreadsheet. Test with a couple of leads first to ensure everything works, then run the full workflow. The workflow includes comprehensive documentation via sticky notes covering data structure, AI model selection rationale, customization options, cost analysis. 🎁 What You Get: Complete end-to-end automation with detailed sticky note documentation explaining each step, customizable prompts for adjusting tone and style, batch processing logic that respects API limits, error handling and retry mechanisms, cost optimization using the right AI model for each task (GPT-4o-mini for simple transformations, Perplexity for research, Claude for writing), and security best practices for handling lead data responsibly. 💰 Expected Results: At approximately $0.02 per lead, this workflow typically delivers response rate improvements of 2-3x compared to generic templates. For a hundred leads, you invest about $2 and save over fifteen hours of manual research and writing time. The icebreakers sound genuinely human because they reference real, current information rather than generic templates. Many users report that prospects often respond positively to the personalized opening, commenting that it doesn't feel like a mass email. 🔄 Integration Ready: The output format is designed to integrate seamlessly with popular cold email tools like Instantly, Lemlist, Smartlead, and others. Simply export your updated spreadsheet and import the icebreakers into your outreach sequences. The casual tone and specific details make these icebreakers perfect for relationship-building campaigns where authenticity matters. Icebreaker Examples: https://docs.google.com/spreadsheets/d/1_oxNW4l54fVjxq6Y62xR_yqqQK6O3gCsmqmBhO2ei1Y/edit?usp=sharing

How It Works This workflow automates daily contract monitoring, analysis, and negotiation by retrieving contract data, applying AI-driven legal analysis, identifying potential issues and risks, coordinating multi-agent negotiation workflows, and updating strategic plans. It continuously monitors contracts, performs GPT-4–based contract analysis with detailed risk identification, and flags problematic clauses and unfavorable terms. The system routes identified items to a negotiation agent for structured strategic discussion, applies financial impact analysis to evaluate deal implications, determines negotiation outcomes, logs decisions and results, and updates CAPEX and OPEX planning systems accordingly. Designed for legal departments, procurement teams, corporate counsel, and contract management offices, it supports automated contract risk assessment, informed negotiations, and data-driven strategic planning. Setup Steps Configure contract data source and set up daily monitoring schedule. Connect OpenAI GPT-4 API Set up negotiation agent credentials and financial modeling system connections. Define contract risk thresholds Prerequisites Contract management system or data source; OpenAI API key; negotiation agent access Use Cases Corporate legal departments automating contract risk assessment across portfolios Customization Adjust contract analysis criteria and risk thresholds Benefits Eliminates manual contract review, identifies hidden risks automatically

Who is this for This template is for sales teams, SDRs, and revenue operations professionals who need to quickly find mobile phone numbers from a list of LinkedIn profile URLs or work email addresses. If your team relies on cold calling as part of outreach and wants to automate the enrichment step, this workflow saves hours of manual lookup. How it works The workflow reads a list of LinkedIn URLs or work emails from a Set node, submits them to the ScraperCity Mobile Finder API, then polls asynchronously until results are ready. Once complete, it downloads the results, parses each contact record, removes duplicates, and posts a formatted Slack alert to your sales team channel with the discovered mobile numbers. How to set up Add your ScraperCity API key as an n8n credential named "ScraperCity API Key" using the HTTP Header Auth type with the header name "Authorization" and value "Bearer YOUR_KEY". Add your Slack credential under the "Alert Sales Team in Slack" node. Open the "Configure Inputs" node and replace the sample LinkedIn URLs or emails with your actual targets. Set your target Slack channel name in the "Alert Sales Team in Slack" node. Click "Execute workflow" to run. Requirements ScraperCity account with Mobile Finder access (app.scrapercity.com) Slack workspace with a bot token or OAuth credential configured in n8n How to customize the workflow Swap the manual trigger for a Schedule Trigger to run enrichment automatically on a cadence. Replace the Slack node with an email send node or a CRM node (HubSpot, Airtable) to push results directly into your pipeline. Add a Filter node after parsing to only alert on records where a mobile number was actually found.

📩 This n8n automation sends a personalized email to the person who booked a meeting via Calendly. It uses an AI agent to craft a helpful, human-sounding HTML email that includes your fake phone number (111-111-1111) and the meeting date. 📌 What This Workflow Does Triggers when someone books a meeting in Calendly (invitee.created event). Extracts user details like name, email, reason for meeting, and scheduled time. Uses OpenAI to generate a custom email response based on what the user shared. Sends the email to the user using Microsoft Outlook. ⚙️ Step-by-Step Setup Instructions 1. 🔗 Calendly API Setup Go to Credentials → Add Credential → Calendly API in n8n. Authenticate with your Calendly personal access token. Set your Calendly Trigger node to listen for invitee.created events. 2. 📧 Microsoft Outlook Setup Add credentials via Microsoft Outlook OAuth2 in n8n. Select the credential in the "Send a message" node. This node will send an HTML-formatted response to the user's email. 3. 🤖 OpenAI AI Agent Add your OpenAI key under Credentials → OpenAI API. The AI Agent prompt is already pre-configured to: Generate an HTML email Mention how you can help Include the user's question, meeting date, and your placeholder phone number (111-111-1111) 🧠 Node Breakdown | Node | Purpose | |------------------|----------------------------------------------------------| | Calendly Event | Trigger when someone books via Calendly | | Edit Fields | Extracts key details (name, email, question, start time) | | AI Agent | Writes a custom follow-up email using GPT | | Outlook Message | Sends the AI-generated HTML email to the user | 💌 Example Email Output (HTML) Thanks for Booking with Us! Hi Robert Breen, Thanks for booking a meeting with us! You mentioned: need help with n8n. We’d love to help you solve that. During our call, we’ll walk through your issue and explore automation strategies tailored to your setup. Your meeting is scheduled for August 11, 2025 at 3:00 PM EST. In the meantime, if you have questions, feel free to call us at 111-111-1111. Looking forward to chatting soon! 📞 Contact Information Robert , Ynteractive Website: https://ynteractive.com Email: robert@ynteractive.com LinkedIn: https://linkedin.com/in/robert-breen Top-rated n8n Expert & AI Automation Consultant

This n8n template from Intuz provides a complete and automated solution for deep-dive lead research and hyper-personalized email generation. It transforms a basic list of LinkedIn profiles into a campaign-ready database by first enriching contacts with detailed career data and then using AI to craft unique, context-aware emails based on each individual's professional journey. Who's this workflow for? Sales Development Representatives (SDRs) Account Executives (AEs) B2B Marketers & Growth Hackers Recruiters & Talent Acquisition Specialists Startup Founders How it works 1. Scheduled Data Fetch: The workflow runs automatically on a schedule, fetching a list of leads (containing LinkedIn URLs) from a Google Sheet. 2. Enrich Profiles with Apify: For each lead that hasn't been processed, it uses an Apify actor to scrape their LinkedIn profile, extracting key information like their "About" section and detailed work experience. 3. Update Central Database: The scraped career history is saved back into a "Profile Data" column in the original Google Sheet, creating a rich, centralized lead profile. 4. AI Email Personalization: The workflow sends the complete, enriched profile data to a Google Gemini AI model via LangChain, using a sophisticated prompt that instructs it to act as an expert B2B copywriter. 5. Craft a Unique Hook: The AI analyzes the lead's entire career journey to find unique "nuggets"—like long tenure, specific achievements, or unusual career paths—and uses them to write a compelling opening line. 6. Save the Final Email Draft: The AI-generated subject line and personalized email body are saved back into the Google Sheet, leaving you with a ready-to-send, hyper-personalized outreach campaign. Setup Instructions 1. Google Sheets Setup: Connect your Google Sheets account to n8n. In all three Google Sheets nodes, select your credentials and update the Document ID and Sheet Name to match your lead list. Populate your sheet with initial lead data, including at least their LinkedIn URL. 2. Apify Connection: Connect your Apify account in the Runs Profile Extraction Actor node. 3. Google Gemini AI Connection: Connect your Google Gemini (PaLM) API account in the Google Gemini Chat Model node. 4. Configure the Schedule: In the Schedule Trigger node, set the interval for how often you want the workflow to run and process new leads. 5. Activate Workflow: Save the workflow and toggle the "Active" switch to ON. Your automated research and personalization engine is now active. Key Requirements to Use This Template n8n Instance: An active n8n account (Cloud or self-hosted). Google Account & Sheet: A pre-made Google Sheet with columns for First Name, Last Name, LinkedIn, Profile Data, Subject, and Email Body. Apify Account: An active Apify account with a plan that supports the LinkedIn Profile Scraper actor. Google Gemini AI Account: A Google Cloud account with the Vertex AI API (for Gemini models) enabled and an associated API Key. Connect with us 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

Keep your Gmail inbox organized and stress-free with this AI-powered workflow. Ideal for freelancers, small business owners, and productivity enthusiasts who receive a high volume of mixed emails. This template automatically sorts messages into predefined labels and drafts a professional reply when follow-up is needed. How it works Gmail Trigger starts the workflow whenever a new email arrives. AI Classifier (Gemini or compatible model) analyzes the message, checks your previous conversations and sent emails, and assigns the correct Gmail label. Smart rules ensure irrelevant messages are deleted or archived, while actionable ones are prepared for a response. AI Draft Node creates a concise, friendly, and professional draft reply — stored safely in your Gmail drafts folder (never auto-sent). Optional tools like CheckCalendar can suggest time slots for meetings automatically. Together, these steps make your inbox work for you: sorting, prioritizing, and drafting responses. Set up steps Connect your Gmail account and ensure your label categories already exist. Connect your Gemini (or other AI) credentials. (Optional) Enable CheckCalendar for scheduling suggestions. Adjust the labeling rules and prompt text to match your personal or business workflow. Requirements Gemini account for LLM Google OAuth2 credentials

Generate Weekly Content Calendar with AI from RSS Feeds Categories: AI, Content Creation, Marketing Automation, Productivity Never run out of content ideas again. This workflow transforms trending industry news into a week's worth of structured content ideas, automatically organized in your Notion workspace—all while you sleep. Benefits Save 3+ hours weekly on content ideation and planning Stay relevant** by automatically tracking trending topics in your industry Consistent publishing schedule** with 7 ready-to-execute content ideas every Monday Structured output** with title, format, target audience, and key points for each idea Flexible customization** to match your content style and publishing cadence How It Works Every Monday at 9 AM, the workflow springs into action: Gathers fresh content from multiple RSS feeds (TechCrunch, Ars Technica, MIT News by default) Filters recent articles published in the last 7 days to ensure relevance Analyzes trends by sending the top 20 articles to OpenAI Generates 7 content ideas using structured output with strict JSON formatting Distributes across the week from Monday to Friday with varied content types Creates Notion pages automatically with all metadata ready for your workflow Each generated idea includes: Clear, actionable title (max 80 characters) Content type (LinkedIn post, carousel, thread, video, etc.) Target audience segment Recommended publish day Key talking point to develop The AI prompt is carefully engineered to produce practical, professional content ideas that balance trending topics with original angles—avoiding generic summaries. Required Setup RSS Feeds: Default feeds included: TechCrunch, Ars Technica, MIT Science & Tech Easily swap with your industry's top sources Duplicate nodes to add more feeds (no limit) OpenAI API: Model: GPT-5-mini (latest generation, fast and cost-effective) Average cost: ~$0.01 per weekly execution Alternative: Use GPT-5 for even more creative ideas Notion Database: Create a database with these exact property names: Title** (title type) Content Type** (select or rich text) Target Audience** (rich text) Publish Day** (select: Monday, Tuesday, Wednesday, Thursday, Friday) Status** (select: Draft, In Progress, Done) Key Points** (rich text) Configuration in Code Node: Customize the filtering behavior by editing constants at the top: DAYS_BACK: How many days to look back (default: 7) MAX_ARTICLES: Maximum articles to send to AI (default: 20) SNIPPET_LENGTH: Preview length for descriptions (default: 150 chars) Business Use Cases Content Creators & Marketers: Generate LinkedIn content calendar based on industry trends Transform news into educational threads for Twitter/X Plan newsletter topics with current relevance Agencies: Scale content planning across multiple client industries Maintain consistent posting schedules without manual research Demonstrate ROI by tracking trending topic engagement Solo Founders & Thought Leaders: Stay top-of-mind by consistently sharing timely insights Reduce decision fatigue with pre-structured ideas Focus on execution instead of ideation Content Teams: Coordinate multi-format campaigns (posts, videos, carousels) Distribute workload with clear assignments by day Track status from Draft → Done in one view Set Up Steps Import the workflow into your n8n instance Configure RSS feeds: Click each RSS node Replace URLs with your industry's top sources Duplicate nodes for additional feeds (right-click → Duplicate) Add OpenAI credentials: Click "Generate Content Calendar (Structured)" node Add your OpenAI API key Confirm model is set to gpt-5-mini Create Notion database: Open Notion and create a new database Add the 6 required properties (see Required Setup above) Configure select options for Content Type and Status Connect Notion: Click "Create Database Page in Notion" node Add your Notion credentials Select your content calendar database Verify field mappings match your property names Customize filtering (optional): Open "Filter and Format Articles" code node Edit DAYS_BACK, MAX_ARTICLES, SNIPPET_LENGTH at the top Test the workflow: Click "Execute Workflow" to run manually Verify 7 pages are created in Notion Check that fields are populated correctly Enable the schedule: Toggle "Active" to enable weekly execution Confirm trigger is set to Mondays at 9 AM Troubleshooting Tips: If no articles appear, check that RSS feeds are accessible If AI returns errors, verify your OpenAI API key has credits If Notion fails, ensure property names match exactly (case-sensitive) For field mapping issues, use "Add Field" in the Notion node Difficulty Level: Intermediate Estimated Setup Time: 20-30 minutes Monthly Operating Cost: ~$0.10-$0.30 (OpenAI API at 4 runs/month) Why This Template Stands Out Unlike basic RSS-to-Notion workflows that just dump articles, this template: Analyzes and synthesizes** trends into original content angles Structures output** with strict validation for reliable automation Distributes strategically** across the workweek Mixes content formats** to maintain audience engagement Includes fallback handling** if no recent articles are found The code node is heavily documented with configuration constants, making it accessible even for non-developers to customize behavior without touching complex logic.

Sync QuickBooks Chart of Accounts to Google BigQuery Keep a historical, structured copy of your QuickBooks Chart of Accounts in BigQuery. This n8n workflow runs weekly, syncing new or updated accounts for better reporting and long-term tracking. Who Is This For? Data Analysts & BI Developers** Build a robust financial model and analyze changes over time. Financial Analysts & Accountants** Track structural changes in your Chart of Accounts historically. Business Owners** Maintain a permanent archive of your financial structure for future reference. What the Workflow Does Extract** Every Monday, fetch accounts created or updated in the past 7 days from QuickBooks. Transform** Clean the API response, manage currencies, create stable IDs, and format the data. Format** Convert cleaned data into an SQL insert-ready structure. Load** Insert or update account records into BigQuery. Setup Steps 1. Prepare BigQuery Create a table (e.g., quickbooks.accounts) with columns matching the final SQL insert step. 2. Add Credentials Connect QuickBooks Online and BigQuery credentials in n8n. 3. Configure the HTTP Node Open 1. Get Updated Accounts from QuickBooks. Replace the Company ID {COMPANY_ID} with your real Company ID. Press Ctrl + Alt + ? in QuickBooks to find it. 4. Configure the BigQuery Node Open 4. Load Accounts to BigQuery. Select the correct project. Make sure your dataset and table name are correctly referenced in the SQL. 5. Activate Save and activate the workflow. It will now run every week. Requirements QuickBooks Online account QuickBooks Company ID Google Cloud project with BigQuery and a matching table Customization Options Change Sync Frequency** Adjust the schedule node to run daily, weekly, etc. Initial Backfill** Temporarily update the API query to select * from Account for a full pull. Add Fields** Modify 2. Structure Account Data to include or transform fields as needed.

Description This n8n workflow automates the process of retrieving images from a specific Google Drive folder, resizing them, and inserting them into a Google Docs document. It ensures images are processed in numeric order, automatically resized to fit the document, and uploaded in batches to prevent timeouts. This template is designed for content creators, documentation teams, and businesses who need to automatically insert images (e.g., product photos, reports, or scanned documents) into Google Docs with minimal manual effort. How it works Retrieves image files from a Google Drive folder. Filters and sorts files based on numeric order in the filename. Generates direct image URIs and resizes them automatically (width & height). Inserts the resized images into the target Google Docs document via API. Uses a batch loop to avoid timeouts and ensure all images are uploaded successfully. Requirements / Pre-conditions An n8n instance (self-hosted or cloud). Connected Google Drive credential in n8n. Connected Google Docs credential in n8n. A target Google Drive folder containing supported image files. A Google Docs document ready to receive the images. Supported formats: PNG, JPG, JPEG, GIF, WEBP. Error handling: If a file is not an image or exceeds Google Docs API limits, the workflow will skip it and continue processing the rest. Setup Steps Google Drive Credential Connect your Google Drive account in n8n to grant access to the folder containing the images. Google Docs Credential Connect your Google Docs account to allow image insertion into the document. Folder & File Filter In the Search File node, replace the placeholder {{YOUR_FOLDER_ID}} with your Google Drive folder ID. Google Docs Document ID In the Insert Image (HTTP Request) node, replace {{YOUR_DOCUMENT_ID}} with your target Google Docs document ID. (Make sure you rename this node to something descriptive, e.g., Insert Image to Google Doc.) Batch Loop The workflow includes a batch processing loop to prevent timeout errors when dealing with large sets of images. You can adjust the batch size if needed. Run the workflow Execute the workflow, and images will be automatically retrieved, resized, and inserted into the document. Customization Resize Dimensions: Adjust the width/height in the Image Resize node to fit your document’s style. Ordering Logic: Modify the sorting step if you want alphabetical or upload-date order instead of numeric order. Error Notifications: Add an email or Slack node to notify you when an image fails to insert. Image Placement: By default, images are appended. You can adjust the insert logic (e.g., after specific headings).

📝 Description Automate your new employee onboarding process by instantly creating structured onboarding tasks, scheduling an intro meeting, updating HR records, and notifying stakeholders — all triggered by a single status change in Monday.com. 🚀 This automation ensures every new joiner receives a consistent onboarding experience, while HR teams gain full visibility and control without manual coordination. 🎯 ⚠️ Disclaimer This template uses community-supported nodes (Zoom & AI-related nodes, if extended). While stable, these nodes are not officially maintained by n8n and should be reviewed before use in production environments. 🔁 What This Automation Does 1️⃣ Triggers automatically when an employee’s status changes to “Joined” in Monday.com. 2️⃣ Creates a structured onboarding checklist task in Asana. 📋 3️⃣ Schedules a Zoom intro / welcome meeting automatically. 🎥 4️⃣ Updates the employee record in Monday.com with the Zoom join link. 🔗 5️⃣ Sends a welcome or notification email via Gmail. 📧 🧠 Key Design Decisions ✅ Monday.com is the source of truth for employee data ✅ Asana is used only for task tracking, not employee records ✅ Zoom links are stored centrally in Monday.com ✅ Uses participant-safe join_url (never host URLs) ✅ Avoids data duplication across tools ✅ Workflow runs once per employee lifecycle event ⭐ Key Benefits ✅ Zero manual onboarding coordination ✅ Consistent onboarding for every employee ✅ Clear ownership and task tracking ✅ Centralized HR records ✅ Faster first-day readiness ✅ Easily scalable for growing teams 🛠️ Tools & Services Used n8n – Workflow orchestration Monday.com – Employee & HR lifecycle management Asana – Onboarding task tracking Zoom – Intro / welcome meeting scheduling Gmail – Welcome and notification emails 🔐 Requirements Monday.com OAuth credentials Asana OAuth credentials Zoom OAuth credentials Gmail OAuth credentials n8n (self-hosted or cloud) HR board with: Status column (Joined) Email column Zoom Link column for Zoom meeting 🎯 Target Audience HR & People Operations teams Talent Acquisition teams Startup & scale-up organizations Operations & internal automation teams