Workflow Templates

Overview This workflow automates the complete purchase order cycle for Airtable-based inventory management using n8n. It continuously monitors your stock levels, automatically creates purchase orders when inventory falls below reorder thresholds, and sends formatted order emails to suppliers—eliminating manual tracking and reducing stockout risk. The system handles three critical automation processes: ensuring each supplier always has a draft purchase order ready, intelligently adding products to those orders based on forecasted stock levels versus threshold quantities, and automatically emailing suppliers when orders are approved for sending. Key Features Automated stock monitoring:** Hourly checks identify products that need reordering based on customizable threshold levels Smart purchase order management:** Automatically creates and maintains draft purchase orders for each supplier Supplier email automation:** Sends formatted order details directly to suppliers when purchase orders are ready Movement-based ledger:** Tracks every stock-in and stock-out transaction for complete audit trails Test data generator:** Includes a manual-trigger workflow to simulate random sales orders for testing Setup Requirements Required first step: You must copy the Airtable inventory management base into your own Airtable account from: https://airtable.com/appN9ivOwGQt1FwT5/shr1ApcBSi4SOVoPh After copying the base, you'll need to configure: Airtable credentials:** Personal Access Token with read/write permissions to your copied base Gmail credentials:** OAuth2 connection for sending purchase order emails to suppliers Base connections:** Update all Airtable nodes to point to your copied base URL and table IDs Configuration The workflow runs on an hourly schedule by default to check for products needing reorder. You can adjust this frequency in the "Check Products Hourly" Schedule Trigger node based on your business needs. All supplier-specific settings including email addresses, reorder thresholds, and refill quantities are managed directly in the Airtable base—not in the workflow itself. This allows non-technical team members to adjust inventory parameters without touching the automation. The included test workflow ("Generate random SO") is manual-trigger only and simulates daily sales by randomly reducing product quantities, making it easy to test the reorder automation without waiting for real sales data.

Custom Interface for GLPI with n8n Transform your GLPI system's user experience with a modern, optimized web interface that simplifies technical support ticket creation. How it works Unified entry portal: Users access an intuitive web form where they select between "Request" or "Incident" Custom data collection: Specific forms adapt fields based on ticket type, requesting only relevant information Automatic processing: The system automatically maps categories and priorities, creates tickets in GLPI via REST API File management: Allows document attachments that are automatically linked to the created ticket Confirmation and tracking: Provides the generated ticket ID for future follow-up Key benefits ✅ More user-friendly interface than native GLPI interface ✅ Adaptive forms based on request type ✅ Error reduction through automatic validations ✅ Mobile-optimized user experience ✅ Seamless integration with existing GLPI Setup steps ⏱️ Estimated time: 15-20 minutes Prerequisites GLPI server with REST API enabled User with application administrator privileges Application token generated in GLPI Basic configuration Connection variables: Update GLPI server URL and application token in the "Configuration Variables" node Authentication credentials: Configure HTTP Basic Auth credentials for GLPI connection Category IDs: Identify and map ITIL category IDs in the processing nodes Form customization: Adapt fields, options, and categories according to organizational needs Activation Activate the workflow and obtain web form URLs Share the portal link with end users Perform ticket creation tests Ideal use cases Companies looking to improve GLPI user experience Organizations needing more intuitive support forms IT teams wanting to reduce miscategorized tickets Companies requiring mobile-friendly support interfaces Technologies used n8n (orchestration and web forms) GLPI REST API HTTP Basic Authentication Automatic session management

Who is it for This workflow is designed for anyone who wants to simplify email automation without leaving Google Sheets. You can also send out emails automatically, without even visiting Google Sheets. It’s especially useful for: Marketers sending bulk or personalized campaigns Recruiters managing outreach from candidate lists Small business owners who want automated follow-ups Anyone who wants to trigger emails directly from sheet updates, e.g. event updates. How it works The workflow connects Google Sheets with Gmail to let you send emails in either of two ways: Bulk emails (mail merge): Use data from your sheet to send an email to multiple email addresses, one by one. Triggered emails: Automatically send an email whenever specific values or conditions in your sheet are met. No need to manually copy, paste, or switch to Gmail, because the process is fully automated. How to set it up Copy this template into your personal n8n workspace: https://docs.google.com/spreadsheets/d/1fWg_GOU0m_2cQpah7foDiz1WqTRKjCbJJCLBGCvJlXc/edit?usp=sharing Connect your Google Sheets and Gmail accounts using this workflow in n8n. Select the spreadsheet and sheet you want to use. Customize the email nodes with your subject line, body text, and variables (e.g., names or links from your sheet). Test the workflow, then activate it to start sending emails automatically. For a step-by-step walkthrough, check out this video guide on YouTube: https://www.youtube.com/watch?v=XJQ0W3yWR-0 Requirements A Google Sheets account with your data organized in rows and columns A Gmail account for sending emails An active n8n account to run the workflow

Description (How it works) This workflow keeps your Zalo Official Account access token valid and easy to reuse across other flows—no external server required. High-level steps Scheduled refresh runs on an interval to renew the access token before it expires. Static Data cache (global) stores access/refresh tokens + expiries for reuse by any downstream node. OAuth exchange calls Zalo OAuth v4 with your app_id and secret_key to get a fresh access token. Immediate output returns the current access token to the next nodes after each refresh. Operational webhooks include: A reset webhook to clear the cache when rotating credentials or testing. A token peek webhook to read the currently cached token for other services. Setup steps (estimated time ~8–15 minutes) Collect Zalo credentials (2–3 min): Obtain app_id, secret_key, and a valid refresh_token. Import & activate workflow (1–2 min): Import the JSON into n8n and activate it. Wire inputs (2–3 min): Point the “Set Refresh Token and App ID” node to your env vars (or paste values for a quick test). Adjust schedule & secure webhooks (2–3 min): Tune the run interval to your token TTL; protect the reset/peek endpoints (e.g., secret param or IP allowlist). Test (1–2 min): Execute once to populate Static Data; optionally try the token peek and reset webhooks to confirm behavior.

This workflow automatically generates natural product comments using AI and posts them to your WooCommerce store. It helps boost engagement and makes product pages look more active and authentic. How It Works Fetches all products from your WooCommerce store. Builds an AI prompt based on each product’s name and description. Uses OpenAI to generate a short, human-like comment (neutral, positive, negative, or questioning). Assigns a random reviewer name and email. Posts the comment back to WooCommerce as a product review. Requirements n8n version: 1.49.0 or later (recommended). Active OpenAI API key. WooCommerce installed and REST API enabled. WordPress API credentials (Consumer Key & Consumer Secret). Setup Instructions Import this workflow into n8n. Add your credentials in n8n > Credentials: OpenAI API (API key). WooCommerce API (consumer key & secret). Replace the sample URL https://example.com with your own WordPress/WooCommerce site URL. Execute manually or schedule it to run periodically. Categories AI & Machine Learning WooCommerce WordPress Marketing Engagement Tags ai, openai, woocommerce, comments, automation, reviews, n8n > Note: AI-generated comments should be reviewed periodically to ensure they align with your store’s policies and brand voice.

How it works This workflow provides a complete, automated backup solution for your n8n instance, running on a daily schedule to ensure your automations are always safe. Automatic cleanup:** It first connects to your Google Drive to find and delete old backup folders, keeping your storage clean and organized based on a retention number you set. Daily folder creation:** It then creates a new, neatly dated folder to store the current day's backup. Fetches & saves workflows:** Finally, it uses the n8n API to get a list of all your workflows, converts each one to a .json file, and uploads them to the newly created folder in Google Drive. Set up steps Setup time: ~3 minutes This template is designed to be as plug-and-play as possible. All configurations are grouped in a single node for quick setup. Connect your accounts:** Authenticate the Google Drive and n8n API nodes with your credentials. Configure main settings:* Open the Set node named *"CONFIG - Set your variables here"** and: Paste the ID of your main Google Drive folder where backups will be stored. Adjust the number of recent backups you want to keep. Activate workflow:** Turn on the workflow. Your automated backup system is now active. For more detailed instructions, including how to find your Google Drive folder ID, please refer to the sticky notes inside the workflow.

How it works This workflow listens for incoming meeting summary emails in Gmail and processes them automatically. The email content is cleaned and sent to an AI model that extracts CRM-ready sales data in a structured format. The parsed data is then used to create or update contacts, deals, and meeting engagements in HubSpot. This removes manual note-taking and ensures CRM data stays accurate and consistent after every call. Step-by-step Trigger on meeting summary email** Gmail Trigger – Watches the inbox for new meeting summary emails from a specific sender. Prepare and normalize meeting notes** Prepare Meeting Summary – Extracts the meeting text and stores it in a clean summary field for AI processing. Extract structured sales insights** AI Extraction – Sends the meeting summary to an AI model to identify company details, problems, budget, decision makers, timing, competitors, and next steps. Parse AI response** Parse AI JSON Output – Validates and converts the AI response into structured JSON fields usable by CRM nodes. Update HubSpot CRM** Create or Update Contact – Creates a new contact or updates an existing one based on extracted details. Update Deal – Updates the related deal with budget, description, stage, and pipeline information. Create Meeting Engagement – Logs a meeting engagement in HubSpot with key discussion points and next actions. Why use this? Eliminates manual CRM updates after sales or discovery calls. Ensures meeting insights are captured consistently and accurately. Reduces admin work for sales teams and improves data quality. Works seamlessly with meeting recap tools that send summary emails. Scales easily as meeting volume increases without extra effort.

🔄 Daily Follow-Up System with Multi-Stage Sequences What It Does Automatically sends timed follow-up emails to leads based on a 4-stage sequence (Day 1, 3, 7, 14), updates tracking automatically, and calculates next follow-up dates. Set it once, add leads, and never manually track follow-ups again. Converts cold leads into warm opportunities through consistent, professional touchpoints. How It Works Schedule Trigger → Runs daily at 9 AM Read Tracker Sheet → Gets all leads from Follow-Up Tracker Filter Today's Follow-Ups → Only processes leads where "Next Follow-Up Date" = Today Process Individually → Handles each lead one at a time (prevents rate limits) Route by Stage → Sends appropriate email based on Day 1/3/7/14 stage Send Stage Email → 4 different templates for each follow-up milestone Update Last Sent → Records when email was sent Calculate Next Date → Automatically schedules next follow-up (or marks complete) 🚀 SETUP INSTRUCTIONS Step 1: Create Follow-Up Tracker Sheet Create Google Sheet with tab "Follow-Up Tracker" Add columns: Name | Email | Project/Interest | Timeline | Next Step | Stage | Next Follow-Up Date | Last Sent Date | Status Populate with leads: Set Stage = "Day 1", Status = "Active", Next Follow-Up Date = desired start date Update YOUR_GOOGLE_SHEET_ID in nodes 2, 7, and 8 Step 2: Configure Email Templates Edit nodes 6-9 with your email templates Replace YOUR_CALENDAR_LINK with your actual booking link (Calendly, etc.) Replace YOUR_RESOURCE_LINK in Day 3 email with relevant content Customize sender name/signature in all templates Step 3: Setup Gmail Connection Add Gmail OAuth2 credentials to all email nodes Test workflow with one test lead first Monitor Gmail sending limits (500/day for free accounts) Step 4: Test the Sequence Add one test lead with Next Follow-Up Date = today Manually execute workflow to verify email sends Check that Google Sheet updates correctly Verify next stage is calculated properly

++Who’s it for++ This template is ideal for anyone who needs reliable, real-time visibility into failed executions in n8n. Whether you’re a developer, operator, founder, or part of a small team, this workflow helps you detect issues quickly without digging through execution logs. It’s especially useful for users who want the flexibility to enable AI-powered diagnostics when needed. ++What it does++ The workflow sends an automated email alert whenever any workflow in your n8n instance encounters an error. It captures key details such as workflow name, timestamp, node name, and error message. If you enable AI analysis, the alert also includes a Severity Level and a Quick Resolution—giving you an instant, actionable understanding of the problem. If AI is disabled, you receive a clean, minimal error notification. ++How it works++ 1. Error Trigger activates when any workflow fails. 2. Config — Set Fields stores your SMTP settings and the AnalyzeErrorWithAI toggle. 3. Use AI Analysis? decides whether to run the AI node. 4. If enabled, Analyze Error with AI generates structured recommendations. 5. Format Email Body builds the message based on the selected mode. 6. Send Email delivers the notification. ++Requirements++ 1. SMTP credentials 2. A valid sender & recipient email 3. Optional: OpenAI credentials if using AI analysis ++How to set up++ 1. Open the Config node and fill in email settings and the AI toggle. 2. Add your SMTP and (optional) OpenAI credentials. 3. Save, activate, and test the workflow.

Who is this for Anime Enthusiasts:** Users who want to automate their watchlists based on specific voice actors or creators. n8n Learners:** Anyone looking for a best-practice example of handling API rate limiting, loops, and data filtering. Calendar Power Users:** People who want to populate their personal schedule with external data sources automatically. What it does Search:** Queries the Jikan API for a specific person (e.g., Voice Actor "Mamoru Miyano"). Wait:** Pauses execution to respect the API rate limit. Retrieve:** Fetches the list of anime roles associated with that person. Loop & Filter:** Iterates through the list one by one, fetches detailed status, and filters for shows marked as "Not yet aired." Schedule:** Creates an event in your Google Calendar using the anime's title and release date. Setup Steps Configure Search: Open the 'Search Voice Actor' node. In "Query Parameters," change the value of q to the name of the voice actor or person you want to track. Connect Calendar: Open the 'Create an event' node. Select your Google Calendar credentials and choose the Calendar ID where events should be created. Test: Run the workflow manually to populate your calendar. Requirements An active n8n instance. A Google account (for Google Calendar). No API Key is required for Jikan API (Public), but rate limiting logic must be preserved. How to customize Change the Filter:** Modify the 'Check if Not Aired' node to track "Currently Airing" shows instead of upcoming ones. Enrich Event Details:** Update the 'Create an event' node to include the MyAnimeList URL or synopsis in the calendar event description. Search Different Entities:** Adjust the API endpoint to search for Manga authors or specific Studios instead of voice actors. Expected Result Upon successful execution, this workflow will: Search for the specified voice actor. Retrieve their upcoming anime roles. Create events in your Google Calendar for anime that hasn't aired yet. Example Calendar Entry: Title:** Anime Name - Release Date Description:** Details regarding the release...

Automatically create branded social media graphics, certificates, thumbnails, or marketing visuals using Bannerbear's template-based image generation API. Bannerbear's API is primarily asynchronous by default: this workflow shows you how to use both asynchronous (webhook-based) and synchronous modes depending on your needs. What it does This workflow connects to Bannerbear's API to generate custom images based on your pre-designed templates. You can modify text, colors, and other elements programmatically. By default, Bannerbear works asynchronously: you submit a request, receive an immediate 202 Accepted response, and get the final image via webhook or polling. This workflow demonstrates both the standard asynchronous approach and an alternative synchronous method where you wait for the image to be generated before proceeding. How it works Set parameters - Configure your Bannerbear API key, template ID, and content (title, subtitle) Choose mode - Select synchronous (wait for immediate response) or asynchronous (standard webhook delivery) Generate image - The workflow calls Bannerbear's API with your modifications Receive result - Get the image URL, dimensions, and metadata in PNG or JPG format Async mode (recommended): The workflow receives a pending status immediately, then a webhook delivers the completed image when ready. Sync mode: The workflow waits for the image generation to complete before proceeding. Setup requirements A Bannerbear account (free tier available) A Bannerbear template created in your dashboard Your API key and template ID from Bannerbear For async mode: ability to receive webhooks (production n8n instance) How to set up Get Bannerbear credentials: Sign up at bannerbear.com Create a project and design a template Copy your API key from Settings > API Key Copy your template ID from the API Console Configure the workflow: Open the "SetParameters" node Replace the API key and template ID with yours Customize the title and subtitle text Set call_mode to "sync" or "async" For async mode (recommended): Activate the "Webhook_OnImageCreated" node Copy the production webhook URL Add it to Bannerbear via Settings > Webhooks > Create a Webhook Set event type to "image_created" Customize the workflow Modify the template parameters to match your Bannerbear template fields Add additional modification objects for more dynamic elements (colors, backgrounds, images) Connect to databases, CRMs, or other tools to pull content automatically Chain multiple image generations for batch processing Store generated images in Google Drive, S3, or your preferred storage Use async mode for high-volume generation without blocking your workflow

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Qualify and enrich inbound leads with contextual insights and Slack alerts Who is this for? Sales teams, account executives, and RevOps professionals who need more than just basic lead scoring. Built for teams that want deep contextual insights about qualified prospects to enable truly relevant conversations from the first touchpoint. What problem does this solve? Most qualification stops at "good fit" or "bad fit" - but that leaves sales teams flying blind when it comes to actually engaging the prospect. You know they're qualified, but what are their specific pain points? What value propositions resonate? Which reference customers should you mention? This workflow uses Octave's context engine to not only qualify leads but enrich them with actionable insights that turn cold outreach into warm, contextualized conversations. What this workflow does Inbound Lead Processing: Receives lead information via webhook (firstName, companyName, companyDomain, profileURL, jobTitle) Processes leads from website forms, demo requests, content downloads, or trial signups Validates and structures lead data for intelligent qualification and enrichment Contextualized Lead Qualification: Leverages Octave's context engine to score leads against your specific ICP Analyzes company fit, role relevance, and timing indicators Generates qualification scores (1-10) with detailed rationale Filters out low-scoring leads (configurable threshold - default >5) Deep Lead Enrichment: Uses Octave's enrichment engine to generate contextual insights about qualified leads Identifies primary responsibilities, pain points, and relevant value propositions Suggests appropriate reference customers and use cases to mention Provides sales teams with conversation starters grounded in your business context Enhanced Sales Alerts: Sends enriched Slack alerts with qualification score plus actionable insights Includes suggested talking points, pain points, and reference customers Enables sales teams to have contextualized conversations from first contact Setup Required Credentials: Octave API key and workspace access Slack OAuth credentials with channel access Access to your lead source system (website forms, CRM, etc.) Step-by-Step Configuration: Set up Octave Qualification Agent: Add your Octave API credentials in n8n Replace your-octave-qualification-agent-id with your actual qualification agent ID Configure your qualification agent with your ICP criteria and business context Set up Octave Enrichment Agent: Replace your-octave-enrichment-agent-id with your actual enrichment agent ID Configure enrichment outputs based on the insights most valuable to your sales process Test enrichment quality with sample leads from your target market Configure Slack Integration: Add your Slack OAuth credentials to n8n Replace your-slack-channel-id with the channel for enriched lead alerts Customize the Slack message template with the enrichment fields most useful for your sales team Set up Lead Source: Replace your-webhook-path-here with a unique, secure path Configure your website forms, CRM, or lead source to send data to the webhook Ensure consistent data formatting across lead sources Customize Qualification Filter: Adjust the Filter node threshold (default: score > 5) Modify based on your lead volume and qualification standards Test with sample leads to calibrate scoring Required Webhook Payload Format: { "body": { "firstName": "Sarah", "lastName": "Johnson", "companyName": "ScaleUp Technologies", "companyDomain": "scaleuptech.com", "profileURL": "https://linkedin.com/in/sarahjohnson", "jobTitle": "VP of Engineering" } } How to customize Qualification Criteria: Customize scoring in your Octave qualification agent: Product Level:** Define "good fit" and "bad fit" questions that determine if someone needs your core offering Persona Level:** Set criteria for specific buyer personas and their unique qualification factors Segment Level:** Configure qualification logic for different market segments or use cases Multi-Level Qualification:** Qualify against Product + Persona, Product + Segment, or all three levels combined Enrichment Insights: Configure your Octave enrichment agent to surface the most valuable insights: Primary Responsibilities:** What this person actually does day-to-day Pain Points:** Specific challenges they face that your solution addresses Value Propositions:** Which benefits resonate most with their role and situation Reference Customers:** Similar companies/roles that have succeeded with your solution Conversation Starters:** Contextual talking points for outreach Slack Alert Format: Customize the enrichment data included in alerts: Add or remove enrichment fields based on sales team preferences Modify message formatting for better readability Include additional webhook data if needed Scoring Threshold: Adjust the Filter node to match your qualification standards Integration Channels: Replace Slack with email, CRM updates, or other notification systems Use Cases High-value enterprise lead qualification and research automation Demo request enrichment for contextual sales conversations Event lead processing with immediate actionable insights Website visitor qualification and conversation preparation Trial signup enrichment for targeted sales outreach Content download lead scoring with context-aware follow-up preparation