Workflow Templates

A workflow to automatically create groups of three based on a Matrix room and send out invitations to each group member.

Automatically import the name and email in Google Sheet to the mautic contact each time the lead is filled to the sheet.

Summary Onfleet is a last-mile delivery software that provides end-to-end route planning, dispatch, communication, and analytics to handle the heavy lifting while you can focus on your customers. This workflow template listens to an Onfleet event and interacts with the QuickBooks API. You can easily streamline this with your QuickBooks invoices or other entities. Typically, you can create an invoice when an Onfleet task is created to allow your customers to pay ahead of an upcoming delivery. Configurations Update the Onfleet trigger node with your own Onfleet credentials, to register for an Onfleet API key, please visit https://onfleet.com/signup to get started You can easily change which Onfleet event to listen to. Learn more about Onfleet webhooks with Onfleet Support Update the QuickBooks Online node with your QuickBooks credentials

This workflow allows you to automatically create new members in MailChimp based on entries in an Airtable base.

This simple workflow allows you to get an mp4 attachment from gmail email and then upload it to Google Drive to get attachment webview link.

Overview Organizations dealing with high-volume document processing face challenges in efficiently handling diverse document types while maintaining quality and tracking performance metrics. This enterprise-grade workflow provides a scalable solution for batch processing documents including PDFs, scanned documents, and images (JPG, PNG) with comprehensive analytics, error handling, and quality assurance. What You Can Do Process thousands of documents in parallel batches efficiently Monitor performance metrics and success rates in real-time Handle diverse document formats with automatic format detection Generate comprehensive analytics dashboards and reports Implement automated quality assurance and error handling Who It's For Large organizations, document processing centers, digital transformation teams, enterprise IT departments, and businesses that need to process thousands of documents reliably with detailed performance tracking and analytics. The Problem It Solves High-volume document processing without proper monitoring leads to bottlenecks, quality issues, and inefficient resource usage. Organizations struggle to track processing success rates, identify problematic document types, and optimize their workflows. This template provides enterprise-grade batch processing with comprehensive analytics and automated quality assurance. Setup Instructions: Configure Google Drive credentials for document folder access Install the PDF Vector community node from the n8n marketplace Configure PDF Vector API credentials with appropriate rate limits Set up batch processing parameters (batch size, retry logic) Configure quality thresholds and validation rules Set up analytics dashboard and reporting preferences Configure error handling and notification systems Key Features: Parallel batch processing for maximum throughput Support for mixed document formats (PDFs, Word docs, images) OCR processing for handwritten and scanned documents Comprehensive analytics dashboard with success rates and performance metrics Automatic document prioritization based on size and complexity Intelligent error handling with automatic retry logic Quality assurance checks and validation Real-time processing monitoring and alerts Customization Options: Configure custom document categories and processing rules Set up specific extraction templates for different document types Implement automated workflows for documents that fail quality checks Configure credit usage optimization to minimize costs Set up custom analytics and reporting dashboards Add integration with existing document management systems Configure automated notifications for processing completion or errors Implementation Details: The workflow uses intelligent batching to process documents efficiently while monitoring performance metrics in real-time. It automatically handles different document formats, applies OCR when needed, and provides detailed analytics to help organizations optimize their document processing operations. The system includes sophisticated error recovery and quality assurance mechanisms. Note: This workflow uses the PDF Vector community node. Make sure to install it from the n8n community nodes collection before using this template.

This n8n workflow monitors significant register, financial, and news-related events for German companies. It takes a list of companies (for example from a CRM or lead list), resolves them via the Implisense / German Company Data API, retrieves recent company events, normalizes and filters them by relevance (e.g. management changes, financing, M&A, insolvency), deduplicates results, and prepares structured notifications with urgency levels. The output can be routed to email, chat tools, webhooks, or downstream systems such as CRMs or data stores for continuous company monitoring and alerting. Setup steps Replace Mock Data: Change "Mock Lead Input" node to your actual lead source CRM connector (Salesforce, HubSpot, etc.) Database query CSV import Configure Credentials: Set up RapidAPI API credentials Create an account on RapidAPI (free tier available) RapidAPI Insert your RapidAPI x-rapidapi-key as password Adjust Notification: Configure your peferred Notification system if needed Connect Output: Add nodes after the 'Create Summary' node

⚙️ Trending YouTube Videos Research Workflow: 🧑‍💻 Author: [Leewei] Automates scraping trending videos based on a keyword, filters high-potential ones, analyzes thumbnails and transcripts with AI, generates optimized titles and outlines, and updates a Google Sheet for content ideas. 🚀 Steps to Connect: Apify API Token Sign up for a free account at Apify and generate your API token. Paste the token into the two HTTP Request nodes (replace <token> in the Authorization header). 💡 This enables scraping YouTube video data and transcripts—setup takes about 5 minutes. OpenAI API Key Go to OpenAI and generate your API key. Add it to the credentials for the YouTube Title Generator, Analyze Thumbnail, and Outline Generator nodes. 💡 Use models like GPT-4o-mini for thumbnail analysis and title/outline generation. Google Sheets Credentials Set up OAuth2 credentials in n8n for Google Sheets with access to your Drive. Update the documentId in the Step 1 Results, Find Duplicate Entries, and Update Rows nodes to your own Google Sheet ID (clone the provided sheet if needed). 💡 This stores filtered video data, AI-generated titles, and outlines—expect 10-15 minutes for auth setup. (Optional) Customize Form Trigger If deploying publicly, no changes needed—the form prompts for "Keyword or Topic" to start the search. Test with a sample keyword like "AI automation" to see results in your sheet.

What this workflow does This workflow automatically organizes your Gmail inbox by fetching recent emails, analyzing their content with AI, and applying the appropriate Gmail labels based on the results. Step by step: Schedule Trigger runs the workflow automatically at your chosen interval Gmail Fetch retrieves the latest emails from your inbox Loop Over Items processes each email individually AI Text Classifier analyzes email subject and body content to determine the right category Add Labels applies the matching Gmail label according to the AI classification Loop Back continues until all emails are processed and organized How to set up Connect your Gmail account to the Gmail nodes for fetching emails and adding labels Add your OpenAI API key to the OpenAI Chat Model node for AI-powered classification Configure the schedule trigger to run at your preferred interval (default: every 5 minutes) Customize email categories in the Label Classifier node based on your organizational needs Set up Gmail labels that match your classification categories in your Gmail account Adjust the time range for fetching emails (default: last 5 minutes) and email limit (default: 10) Test the workflow with a few sample emails to ensure proper classification and labeling Monitor the workflow execution to verify emails are being processed and labeled correctly How to customize this workflow to your needs Adjust classification categories**: modify the Label Classifier node to include categories like "Work", "Bills", "Social", "Newsletters", or any custom categories you need Change time intervals**: customize the schedule trigger to run hourly, daily, or at specific times based on your email volume Add more label actions**: create additional Gmail label nodes for more granular categorization (urgent, follow-up, archive, etc.) Need help customizing? Contact me for consulting and support: 📧 billychartanto@gmail.com

📅 Auto-Log Calendly Bookings to Google Sheets This workflow automatically captures new Calendly bookings and saves them into a structured Google Sheet. It records all important details like invitee name, email, phone, event type, date, time, status, meeting link, and notes. No more manual copy-pasting from Calendly into your CRM or sheets. ⚙️ How It Works Calendly Booking Webhook Listens for new bookings (invitee.created event). Triggers every time someone schedules a meeting. Normalize Booking Data A Code node parses Calendly’s payload. Extracts invitee name, email, phone number, event type, time, notes, and meeting link. Ensures consistent data format for Sheets. Save Booking to Google Sheets The Google Sheets node appends a new row with the booking details. Prevents duplicate entries using append/update mode. Log Booking Success A Code node logs the successful save. Can be extended to send confirmation emails, Slack alerts, or calendar invites. 🛠️ Setup Steps 1. Create Google Sheet In Google Sheets, create a new sheet with headers: Copy the Sheet ID from the URL. Replace YOUR_GOOGLE_SHEET_ID in the workflow with your actual ID. 2. Calendly Webhook In your Calendly account: Go to Integrations → Webhooks Add a new webhook with the URL from the Webhook node in n8n. Select event type: invitee.created. 3. Google Sheets OAuth In n8n, connect your Google account credentials. Grant permission for reading/writing Sheets. 📊 Example Output (Google Sheets Row) | Name | Email | Phone | Event Type | Date | Time | Status | Meeting Link | Notes | |------------|--------------------|------------|------------|------------|-------------------|------------|-----------------------------|---------------------| | David mark | john@example.com | +123456789 | Demo Call | 2025-08-29 | 3:00 PM - 3:30 PM | Scheduled | https://zoom.us/j/123456789 | Wants to discuss AI | ⚡ With this workflow, every new Calendly booking is instantly logged into your Google Sheet, keeping your scheduling records accurate and centralized.

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. ⚙ How It Works This workflow operates as an automated personal assistant for your calendar. It listens to your Gmail inbox for new emails. When an email arrives, it checks the subject and body for keywords like "Meeting" or "Appointment." If a match is found, the workflow extracts key details from the email and automatically creates a new event on your Google Calendar, eliminating the need for manual data entry. Setup Steps Follow these steps to get the workflow running in your n8n instance. 1. Prerequisites You'll need a working n8n instance and access to both your Gmail and Google Calendar accounts. 2. Workflow Import Import the workflow's JSON file into your n8n instance. All the necessary nodes will appear on your canvas. 3. Configure Credentials Click on the Gmail Trigger node and Google Calendar node. You will see a red error icon indicating that credentials are not set. Click on it. Click "Create new credential" and follow the instructions to connect your Gmail and Google Calendar accounts. 4. Customize the If Node This node determines which emails will trigger a calendar event. Click on the If node. Review the Value 2 field under the conditions. This is where you specify the keywords that should trigger an event. You can add more keywords by clicking "Add Condition" and using the OR operator (e.g., add call, interview, or demo). 5. Customize the Code Node This node extracts the event details from your email. The current code is a basic example using regular expressions to find a date and time. Click on the Code node. Review the code. You may need to adjust the regular expressions if your emails have a different format for dates and times. The node will output a JSON object containing the title, date, and time that will be used to create your calendar event. 6. Configure the Google Calendar Node This is the final node that creates the event. Click on the Google Calendar node. In the Calendar ID field, enter the ID of the specific calendar you want the events to be created on. You can find this in your Google Calendar settings. 7. Activate the Workflow Once all credentials and node configurations are complete, click "Save" at the top of the canvas. Finally, toggle the workflow to "Active". The workflow is now live and will automatically schedule events for you.

Generate Images from Text with IBM Granite Vision 3.3 2B AI Model 🌍 Overview This workflow uses the ibm-granite/granite-vision-3.3-2b model (hosted on Replicate) to generate AI images. It starts manually, sends a request to the Replicate API, waits for the result, and finally outputs the generated image link. Think of it as your AI art assistant — you click once, and it handles the full request/response cycle for image generation. 🟢 Section 1: Trigger & API Setup 🔗 Nodes: Manual Trigger* → Starts when you click *Execute. Set API Key** → Stores your Replicate API Key safely in the workflow. 💡 Beginner takeaway: This section is like turning the key in the ignition. You start the workflow, and it loads your credentials so you can talk to Replicate’s API. 📈 Advantage: Keeps your API key stored inside the workflow instead of hard-coding it everywhere. 🟦 Section 2: Create Prediction 🔗 Nodes: HTTP Request (Create Prediction)** → Sends a request to Replicate with the chosen model (granite-vision-3.3-2b) and input parameters (seed, temperature, max\_tokens, etc.). 💡 Beginner takeaway: This is where the workflow actually asks the AI model to generate an image. 📈 Advantage: You can tweak parameters like creativity (temperature) or randomness (seed) to control results. 🟣 Section 3: Polling & Status Check 🔗 Nodes: Extract Prediction ID (Code)** → Saves the unique job ID. Wait (2s)** → Pauses before checking status. Check Prediction Status (HTTP Request)** → Calls Replicate to see if the image is ready. If Condition (Check If Complete)** → ✅ If status = succeeded → move to result 🔄 Else → go back to Wait and check again 💡 Beginner takeaway: Since image generation takes a few seconds, this section keeps asking the AI “are you done yet?” until the image is ready. 📈 Advantage: No need to guess — the workflow waits automatically and retries until success. 🔵 Section 4: Process Result 🔗 Nodes: Process Result (Code)** → Extracts the final data: ✅ Status ✅ Output image URL ✅ Metrics (time taken, etc.) ✅ Model info 💡 Beginner takeaway: This section collects the finished image link and prepares it neatly for you. 📈 Advantage: You get structured output that you can save, display, or use in another workflow (like auto-sending images to Slack or saving to Google Drive). 📊 Final Overview Table | Section | Nodes | Purpose | Benefit | | -------------------- | ---------------------------------- | --------------------------- | --------------------------- | | 🟢 Trigger & Setup | Manual Trigger, Set API Key | Start + load credentials | Secure API key management | | 🟦 Create Prediction | HTTP Request | Ask AI to generate image | Control creativity & output | | 🟣 Polling | Extract ID, Wait, Check Status, If | Repeatedly check job status | Auto-wait until done | | 🔵 Process Result | Process Result | Extract image + details | Get clean output for reuse | 🚀 Why This Workflow is Useful Automates full API cycle** → From request to final image URL Handles delays automatically** → Keeps checking until your image is ready Customizable parameters** → Adjust creativity, randomness, and token limits Reusable** → Connect it to email, Slack, Notion, or storage for instant sharing Beginner-friendly* → Just plug in your API key and hit *Execute