Workflow Templates

Zendesk New Ticket → WooCommerce Order Matching, Tagging & Email Automation Automatically enrich Zendesk tickets with WooCommerce order details and reduce manual lookups. This workflow listens for new Zendesk tickets, fetches the ticket requester’s details, retrieves recent WooCommerce orders, matches them by customer email and updates the ticket with order information and relevant tags. If a matching order is marked as completed, it also sends a confirmation email to the customer. Quick Implementation Steps Connect Zendesk, WooCommerce and Gmail credentials in n8n. Import the workflow JSON and review node credentials. Adjust the WooCommerce order fetch limit if needed. Activate the workflow. That’s it — new tickets will now automatically include order context. What It Does This workflow bridges the gap between customer support and order management by linking Zendesk tickets with WooCommerce orders. When a new ticket is created, the workflow retrieves the requester’s profile to identify their email address, which is then used to find related orders in WooCommerce. Because direct email-based filtering is not available in the WooCommerce node, the workflow fetches the latest five orders and performs email matching internally within n8n. This ensures accurate matching while working around platform limitations. Once a matching order is found, the workflow extracts essential details such as order number, status, currency and purchased items. It updates the Zendesk ticket with a private internal note and applies clear order-status-based tags. If the order is marked as completed, the workflow also sends a confirmation email to the customer. Who’s It For Customer support teams using Zendesk and WooCommerce E-commerce businesses handling frequent order-related inquiries Support managers aiming to reduce manual order lookups Teams that want faster, more consistent ticket responses Requirements to Use This Workflow An active Zendesk account with API access A WooCommerce store with REST API credentials A Gmail account (OAuth2) for sending customer emails An active n8n instance Permission to update tickets and users in Zendesk How It Works & How To Set Up Workflow Logic Overview Trigger on New Ticket The workflow starts when a new Zendesk ticket is created with status new. Fetch Ticket Requester Details The requester’s user profile is retrieved to obtain their email address. Fetch Recent WooCommerce Orders The workflow retrieves the latest five orders from WooCommerce. Match Customer Email Each order’s billing email is compared with the Zendesk requester’s email. Only matching orders continue through the workflow. Generate Zendesk Tags Order status is evaluated and mapped to meaningful Zendesk tags. Prepare Ticket Update Payload Order details and tags are formatted for the Zendesk update. Update Zendesk Ticket A private internal note is added to the ticket, along with order-related tags. Check for Completed Orders If the order status is completed, the workflow proceeds to send an email. Send Confirmation Email The customer receives a confirmation email with their order details. Setup Instructions Update credentials in all Zendesk, WooCommerce and Gmail nodes. Review the WooCommerce order fetch limit (default: 5). Verify the email comparison logic in the IF node. Activate the workflow once testing is complete. How To Customize Nodes WooCommerce – Fetch Recent Orders** Increase or decrease the limit value to control how many recent orders are checked. Match Customer Email (IF Node)** Modify comparison logic (for example, make it case-insensitive). Generate Zendesk Tags (Code Node)** Add or change tags based on custom order statuses. Zendesk – Update Ticket** Customize the internal note format or add additional fields. Send Order Confirmation Email** Edit the email content or disable this node if emails are not required. Add-ons (Additional Features) SLA-based ticket prioritization Shipment tracking number enrichment Refund and cancellation detection Slack or Microsoft Teams notifications Extended reporting using Zendesk tags Use Case Examples Automatically attaching order details to “Where is my order?” tickets Speeding up refund or replacement requests Reducing agent time spent switching between Zendesk and WooCommerce Applying consistent order-status tags for analytics Sending proactive confirmation emails for completed orders There are many more possible use cases depending on how this workflow is extended or customized. Troubleshooting Guide | Issue | Possible Cause | Solution | |------|---------------|----------| | No order found | Customer used a different email | Ask the customer to confirm the checkout email | | Wrong order matched | Order not in recent fetch range | Increase the WooCommerce order fetch limit | | No email sent | Order status is not completed | Confirm order status or customize the IF condition | | Ticket not updated | Zendesk permission issue | Verify API credentials and scopes | | Tags missing | Code node not triggered | Check order status logic in the Code node | Need Help? If you need help setting up this workflow, customizing nodes or building additional automation, WeblineIndia is here to support you. Our team specializes in n8n workflow automation, Zendesk integrations and WooCommerce process optimization. Whether you want to extend this workflow or build a similar solution tailored to your business, feel free to reach out to WeblineIndia for expert assistance.

Transform your fleet operations from paper-based chaos to intelligent automation - achieving 40% reduction in breakdowns, 100% inspection compliance, and predictive maintenance that saves thousands in repair costs. What This Workflow Does Revolutionizes fleet management with AI-driven vehicle inspections and predictive maintenance: 📝 Digital Inspections - Jotform captures daily vehicle checks with photos, mileage, and comprehensive checklists 🤖 AI Condition Analysis - Advanced AI Agent evaluates vehicle condition, safety ratings, and maintenance needs ⚠️ Smart Prioritization - Automatically flags critical issues (brakes, safety concerns, DOT compliance) 🔧 Maintenance Routing - Routes issues to appropriate shop teams with detailed work orders 📊 Predictive Maintenance - Tracks mileage thresholds and predicts upcoming service needs ✉️ Automated Notifications - Sends alerts to maintenance teams and confirmation to drivers 📈 Compliance Tracking - Monitors DOT inspections, registrations, and annual certifications 💰 Cost Management - Estimates repair costs and tracks downtime to optimize fleet budget 📋 Complete Documentation - Logs all inspections to Google Sheets for audits and analytics Key Features AI-Powered Vehicle Assessment: GPT-4 analyzes inspection data across 10+ components with safety ratings (0-100) Critical Issue Detection: Automatic identification of safety concerns, DOT violations, and immediate action items Mileage-Based Scheduling: Tracks oil changes, tire rotations, brake inspections with automated reminders Compliance Management: Monitors annual inspections, DOT certifications, and registration expiries Work Order Generation: Creates detailed maintenance orders with instructions, parts needed, and cost estimates Driver Performance Tracking: Evaluates vehicle care quality and identifies training needs Predictive Analytics: Forecasts upcoming maintenance based on usage patterns and vehicle age Emergency Routing: Critical issues trigger immediate alerts to maintenance supervisors Photo Documentation: Captures damage and odometer photos for insurance and warranty claims Real-Time Fleet Status: Tracks operational, out-of-service, and maintenance-required vehicles Cost Estimation: AI-generated repair cost ranges and downtime predictions DOT Audit Ready: Complete inspection logs formatted for regulatory compliance Perfect For Commercial Fleet Operators: Delivery companies, logistics firms managing 10-500+ vehicles Transportation Companies: Trucking fleets requiring DOT compliance and safety standards Service Businesses: Plumbing, HVAC, electrical companies with service vehicle fleets Government Fleets: Municipal vehicles, police departments, public works departments Rental Car Companies: Daily inspections and damage documentation for rental fleets Construction Companies: Heavy equipment and vehicle maintenance tracking Food Delivery Services: High-mileage vehicles requiring frequent inspections Ride-Share Fleet Managers: TNC vehicles needing daily safety checks What You'll Need Required Integrations Jotform - Digital inspection form with photo upload (free tier works) Create your form for free on Jotform using this link OpenAI API - GPT-4 for AI vehicle analysis (~$0.15-0.40 per inspection) Gmail - Automated notifications to maintenance teams and drivers Google Sheets - Inspection database, maintenance tracking, and compliance logs Optional Enhancements Twilio - SMS alerts for critical issues and driver notifications Google Calendar - Automated maintenance scheduling QuickBooks - Expense tracking and repair cost management Fleet Management Software - Integration with Geotab, Samsara, or Fleetio Zapier - Additional integration bridges for specialty systems Google Drive - Photo backup and document storage Maintenance Software - Connect to shop management systems Telematics Integration - Real-time mileage and diagnostics data Quick Start Import Template - Copy JSON and import into n8n Add OpenAI Credentials - Set up OpenAI API key (GPT-4 recommended for accuracy) Create Jotform - Build vehicle inspection form with these essential fields: Driver Info: Name, Email Vehicle Details: Vehicle ID, Make, Model, Year, License Plate Mileage: Current Odometer Reading Fuel Level: Dropdown (Full, 3/4, 1/2, 1/4, Empty) Inspection Checklist: Dropdowns for each component (Good, Fair, Poor, Needs Immediate Attention) Tires Brakes Lights (headlights, taillights, turn signals) Fluid Levels (oil, coolant, brake fluid) Engine Transmission Interior Condition Exterior Condition Issues: Yes/No dropdown + Long text for description Photos: File upload for damage photos and odometer photo Cleanliness Rating: 1-5 star rating Driver Notes: Textarea for additional comments Configure Gmail - Add Gmail OAuth2 credentials for notifications Setup Google Sheets: Create new spreadsheet for fleet tracking Add sheet named "Inspections" Replace YOUR_GOOGLE_SHEET_ID in the workflow Google Sheets will auto-populate columns on first run Customization Options AI Prompt Refinement: Tailor analysis for specific vehicle types (trucks, vans, sedans, heavy equipment) Custom Maintenance Intervals: Adjust service schedules based on manufacturer recommendations Multi-Location Support: Route work orders to different shop locations based on vehicle assignment Priority Escalation: Add manager approval workflows for expensive repairs Driver Training Module: Track recurring issues per driver and generate training recommendations Seasonal Adjustments: Different inspection criteria for winter/summer (tire tread, AC, heating) Vehicle Categories: Separate workflows for passenger vehicles, trucks, specialty equipment Cost Approval Thresholds: Require manager sign-off for repairs over $X amount Parts Inventory Integration: Check parts availability before scheduling maintenance Vendor Management: Route different issue types to specialized vendors Mobile Optimization: Design Jotform specifically for mobile/tablet use in vehicles Offline Mode: Enable Jotform offline submissions for areas with poor connectivity Expected Results 40% reduction in breakdowns - Predictive maintenance catches issues early 100% inspection compliance - Digital tracking eliminates missed checks 24-hour turnaround on maintenance scheduling vs days of manual coordination 30% cost savings - Preventive maintenance avoids expensive emergency repairs 60% faster inspections - Digital forms take 5 minutes vs 15+ for paper Zero lost paperwork - All inspections digitally stored and searchable 85% better DOT audit results - Complete, organized documentation 50% reduction in vehicle downtime - Proactive maintenance scheduling 95% driver compliance - Easy mobile forms increase participation Real-time fleet visibility - Instant status of all vehicles Pro Tips QR Code Access: Place QR codes in each vehicle linking directly to that vehicle's inspection form Pre-Fill Vehicle Data: Use Jotform conditional logic to auto-fill vehicle details when driver enters Vehicle ID Photo Requirements: Make damage and odometer photos mandatory for compliance Daily Reminders: Set up automated daily email/SMS reminders for drivers to complete inspections Seasonal Checklists: Adjust inspection criteria seasonally (winter: tire tread/battery; summer: AC/coolant) Benchmark Analysis: After 100+ inspections, analyze AI accuracy and refine the prompt with real examples Driver Training: Use AI driver performance ratings to identify training needs Telematics Integration: Connect to vehicle GPS/diagnostics for automatic mileage updates Parts Pre-Ordering: Use predictive maintenance to pre-order common parts before needed Maintenance History: Track vehicle-specific patterns (e.g., Vehicle #12 always needs brake work) Incentive Programs: Reward drivers with best vehicle care ratings Mobile-First Design: Ensure Jotform works perfectly on phones - most inspections done on mobile Learning Resources This workflow demonstrates advanced n8n automation: AI Agents with structured JSON output for reliable vehicle assessment Conditional routing based on criticality and safety ratings Database lookups for vehicle maintenance history Predictive analytics using mileage thresholds and time intervals Multi-recipient notifications with role-based messaging Compliance tracking with automatic deadline monitoring Cost estimation algorithms for budget planning Photo handling for documentation and insurance claims Error handling with fallback assessments Perfect for learning fleet operations automation and AI integration! 📊 Workflow Architecture 📝 Jotform Daily Inspection ↓ 🧾 Parse Inspection Data ↓ 📊 Get Vehicle History │ ├─ Last service dates │ ├─ Mileage calculations │ └─ Compliance deadlines ↓ 🤖 AI Fleet Analysis (GPT-4) │ ├─ Condition assessment │ ├─ Safety rating (0-100) │ ├─ Critical issue detection │ ├─ Maintenance recommendations │ ├─ Cost estimation │ ├─ DOT compliance check │ └─ Work order generation ↓ 🔗 Extract & Merge AI Analysis ↓ ⚡ Critical Issue Check ├─ TRUE → 🚨 Critical Alert Email (Maintenance) └─ FALSE → 📋 Routine Report Email (Maintenance) ↓ ✉️ Driver Confirmation Email │ ├─ Inspection received │ ├─ Vehicle status │ ├─ Maintenance scheduled │ └─ Safety notices ↓ 📊 Log to Google Sheets └─ Inspection database └─ Audit trail └─ Analytics data 🔐 Compliance & Security Ready to transform your fleet management? Import this template and eliminate breakdowns, ensure compliance, and save thousands in maintenance costs through AI-powered predictive maintenance! 🚗✨ Questions or customization needs? The workflow includes detailed sticky notes explaining each component and decision point.

This workflow demonstrates how to create viral AI-generated selfie videos featuring famous characters using a fully automated and platform-independent approach. The process is designed to replicate the kind of celebrity selfie videos that are currently going viral on social media and YouTube, where a realistic selfie-style video appears to show the creator together with a well-known public figure. Instead of relying on a proprietary or closed platform, the workflow explains how to build the entire pipeline using direct access to Google Veo 3.1 APIs, giving full control over generation, orchestration, and distribution. Key Advantages 1. ✅ Fully automated video pipeline From prompt to final published video, the entire process runs without manual intervention. 2. ✅ Spreadsheet-driven control Non-technical users can manage video production simply by editing Google Sheets: Add new prompts Adjust duration Control merge logic 3. ✅ Scalable and modular Supports batch processing of many videos Easy to extend with new AI models, platforms, or output formats 4. ✅ Reliable async handling Built-in wait and status-check logic ensures robustness Prevents failures caused by long-running AI jobs 5. ✅ Centralized asset management Automatically stores video URLs and statuses Keeps production data organized and auditable 6. ✅ Multi-platform ready One generated video can be reused for: YouTube TikTok Instagram Other social channels 7. ✅ Cost and time efficiency Eliminates repetitive manual video editing Reduces production time from hours to minutes Ideal Use Cases AI-generated storytelling videos Social media content automation Marketing video campaigns Short-form video experiments at scale Faceless or semi-automated content channels How it Works This workflow automates the generation of short video clips using AI, merges them into a final video, and optionally uploads the result to multiple platforms. Trigger & Data Fetching The workflow starts with a manual trigger. It reads a Google Sheet containing prompts, image URLs (first and last frames), and duration settings for each video clip to be generated. Video Clip Generation For each row in the sheet, the workflow calls the fal.ai VEO 3.1 API to generate a video clip based on the provided prompt, start image, end image, and duration. The clip is created asynchronously, so the workflow polls the API for status until completion. Status Polling & URL Retrieval Once a clip is marked as COMPLETED, its video URL is fetched and written back to the Google Sheet in the corresponding row. Video Merging After all clips are generated, the workflow collects the video URLs from rows marked for merging and sends them to the fal.ai FFmpeg API to be combined into a single video. Final Video Processing The merged video is polled until ready, then its final URL is retrieved. The video file is downloaded via HTTP request. Upload & Distribution The final video can be uploaded to: Google Drive YouTube (via upload-post.com API) Postiz (for multi-platform social media posting) Each upload step is currently disabled and requires configuration (usernames, titles, platform settings). WARNING It may happen that the workflow stops at the video generation node with the following message: > Your request is invalid or could not be processed by the service [item 0] > The content could not be processed because it contained material flagged by a content checker. This occurs because images are checked both before and after the video generation process. If this happens, you can either use less restrictive video models while keeping the same workflow structure, or change the source images in the Google Sheets file. Set Up Steps Google Sheets Setup Prepare a Google Sheet with columns: START, LAST, PROMPT, DURATION, VIDEO URL, MERGE Connect n8n to Google Sheets using OAuth2 credentials. Fal.ai API Configuration Obtain an API key from fal.ai. Set up HTTP Header Auth credentials in n8n with the key. Upload Services Configuration Google Drive: Configure OAuth2 credentials and specify the target folder ID. YouTube/upload-post.com: Enter your username and title in the respective node. Postiz: Set up Postiz API credentials and configure platform channels. Enable Required Nodes Enable the upload nodes (Upload Video, Upload to Youtube, Upload to Postiz, Upload to Social) once credentials are configured. Adjust Polling Intervals Modify wait times (Wait 30 sec., Wait 60 sec.) as needed based on video processing times. Test Execution Start the workflow manually via the trigger node. Monitor execution in n8n’s editor and check the Google Sheet for updated video URLs. This workflow is designed for batch video creation and merging, ideal for content pipelines involving AI-generated media. 👉 Subscribe to my new YouTube channel. Here I’ll share videos and Shorts with practical tutorials and FREE templates for n8n. Need help customizing? Contact me for consulting and support or add me on Linkedin.

Jotform AI-Powered Loan Application & Pre-Approval Automation System Transform manual loan processing into same-day pre-approvals - achieving 50% faster closings, 90% reduction in manual review time, and automated underwriting decisions with AI-powered financial analysis and instant applicant notifications. What This Workflow Does Revolutionizes mortgage and loan processing with AI-driven financial analysis and automated decision workflows: 📝 Digital Application Capture - Jotform collects complete applicant data, income, employment, and loan details 🤖 AI Financial Analysis - GPT-4 calculates debt-to-income ratio, loan-to-value ratio, and approval likelihood 💳 Automated Credit Assessment - Instant credit score evaluation and payment history analysis 📊 Risk Scoring - AI assigns 1-100 risk scores based on multiple financial factors ✅ Intelligent Routing - Automatic pre-approval, conditional approval, or denial based on lending criteria 📧 Instant Notifications - Applicants receive approval letters within minutes of submission 👔 Underwriter Alerts - Pre-approved loans automatically route to loan officers with complete analysis 📋 Document Tracking - Required documents list generated based on application specifics 📅 Closing Scheduling - Approved loans trigger closing coordination workflows 📈 Complete Audit Trail - Every application logged with financial metrics and decision rationale Key Features AI Underwriting Analyst: GPT-4 evaluates loan applications across 10+ financial dimensions including debt ratios, risk assessment, and approval recommendations Debt-to-Income Calculation: Automatically calculates DTI ratio and compares against lending standards (43% threshold for qualified mortgages) Loan-to-Value Analysis: Evaluates down payment adequacy and property value against loan amount requested Credit Score Integration: Simulated credit assessment (ready for real credit bureau API integration like Experian, Equifax, TransUnion) Approval Likelihood Scoring: AI predicts approval probability as high/medium/low based on complete financial profile Risk Assessment: 1-100 risk score considers income stability, debt levels, credit history, and employment status Interest Rate Recommendations: AI suggests appropriate rate ranges based on applicant qualifications Conditional Approval Logic: Identifies specific requirements needed for final approval (additional documentation, debt paydown, etc.) Multi-Path Routing: Different workflows for pre-approved (green path), conditional (yellow path), and denied (red path) applications Monthly Payment Estimates: AI calculates estimated mortgage payments including principal, interest, taxes, and insurance Employment Verification Tracking: Flags employment status and stability in approval decision Document Requirements Generator: Custom list of required documents based on applicant situation and loan type Underwriter Dashboard Integration: Pre-approved applications automatically notify underwriters with complete financial summary Applicant Communication: Professional, branded emails for every outcome (pre-approval, conditional, denial) Alternative Options for Denials: Denied applicants receive constructive guidance on improving qualifications Compliance Ready: Decision rationale documented for regulatory compliance and audit requirements Perfect For Mortgage Lenders: Banks and credit unions processing home loan applications (purchase, refinance, HELOC) Commercial Lenders: Business loan and commercial real estate financing institutions Auto Finance Companies: Car dealerships and auto loan providers needing instant credit decisions Personal Loan Providers: Fintech companies and online lenders offering consumer loans Credit Unions: Member-focused financial institutions streamlining loan approval processes Mortgage Brokers: Independent brokers managing applications for multiple lenders Hard Money Lenders: Alternative lenders with custom underwriting criteria Student Loan Services: Educational financing with income-based qualification What You'll Need Required Integrations Jotform - Loan application form (free tier works, Pro recommended for file uploads) Create your form for free on Jotform using this link: https://www.jotform.com OpenAI API - GPT-4 for AI financial analysis and underwriting decisions (approximately 0.30-0.50 USD per application) Gmail - Automated notifications to applicants and underwriters Google Sheets - Loan application database and pipeline tracking Optional Integrations (Recommended for Production) Credit Bureau APIs - Experian, Equifax, or TransUnion for real credit pulls Document Management - DocuSign, HelloSign for e-signatures and document collection Property Appraisal APIs - Automated valuation models for property verification Calendar Integration - Calendly or Google Calendar for closing date scheduling CRM Systems - Salesforce, HubSpot for lead management and follow-up Loan Origination Software (LOS) - Encompass, Calyx, BytePro integration Quick Start Import Template - Copy JSON and import into n8n Add OpenAI Credentials - Set up OpenAI API key (GPT-4 required for accurate underwriting) Create Jotform Loan Application: Full Name (q3_fullName) Email (q4_email) Phone (q5_phone) Social Security Number (q6_ssn) - encrypted field Monthly Income (q7_monthlyIncome) - number field Monthly Debts (q8_monthlyDebts) - number field (credit cards, car loans, student loans) Loan Amount Requested (q9_loanAmount) - number field Down Payment (q10_downPayment) - number field Property Value (q11_propertyValue) - number field Employment Status (q12_employmentStatus) - dropdown (Full-time, Part-time, Self-employed, Retired) Additional fields: Date of Birth, Address, Employer Name, Years at Job, Property Address Configure Gmail - Add Gmail OAuth2 credentials (same for all 4 Gmail nodes) Setup Google Sheets: Create spreadsheet with "Loan_Applications" sheet Replace YOUR_GOOGLE_SHEET_ID in workflow 16 columns auto-populate: timestamp, applicationId, applicantName, email, phone, loanAmount, downPayment, monthlyIncome, monthlyDebts, creditScore, dtiRatio, ltvRatio, riskScore, approvalStatus, monthlyPayment, interestRate Customize Approval Criteria (Optional): Edit "Check Approval Status" node Adjust credit score minimum (default: 680) Modify DTI threshold (default: 43%) Set LTV requirements Configure Credit Integration: Replace "Simulate Credit Check" node with real credit bureau API Or keep simulation for testing/demo purposes Brand Email Templates: Update company name, logo, contact information Customize approval letter formatting Add compliance disclosures as required Set Underwriter Email: Update underwriter contact in "Notify Underwriter" node Add CC recipients for loan ops team Test Workflow - Submit test applications with different scenarios: High income, low debt (should pre-approve) Moderate income, high debt (should conditional) Low income, excessive debt (should deny) Compliance Review - Have legal/compliance team review automated decision logic Go Live - Deploy form on website, share with loan officers, integrate with marketing Customization Options Loan Type Variations: Customize for conventional, FHA, VA, USDA, jumbo, or commercial loans Custom Underwriting Rules: Adjust DTI limits, credit minimums, LTV requirements per loan product Manual Review Triggers: Flag edge cases for manual underwriter review before automation Document Upload Integration: Add Jotform file upload fields for paystubs, tax returns, bank statements Income Verification APIs: Integrate with Plaid, Finicity, or Argyle for automated income verification Employment Verification: Connect to The Work Number or other employment databases Property Appraisal Automation: Integrate AVMs (Automated Valuation Models) from CoreLogic, HouseCanary Co-Borrower Support: Add fields and logic for joint applications with multiple income sources Business Loan Customization: Modify for business financials (revenue, EBITDA, business credit scores) Rate Shopping: Integrate rate tables to provide real-time interest rate quotes Pre-Qualification vs Pre-Approval: Create lighter version for soft credit pull pre-qualification Conditional Approval Workflows: Automated follow-up sequences for document collection Closing Coordination: Integrate with title companies, attorneys, closing services Regulatory Compliance: Add TRID timeline tracking, adverse action notices, HMDA reporting Multi-Language Support: Translate forms and emails for Spanish, Chinese, other languages Expected Results Same-day pre-approval - Applications processed in minutes vs 3-5 days manual review 50% faster closings - Streamlined process reduces time from application to closing 90% reduction in manual review time - AI handles initial underwriting, humans only review exceptions 95% applicant satisfaction - Instant decisions and clear communication improve experience 75% reduction in incomplete applications - Required fields force complete submission 60% fewer applicant calls - Automated status updates reduce "where's my application" inquiries 100% application tracking - Complete audit trail from submission to final decision 40% increase in loan officer productivity - Focus on high-value activities, not data entry 80% decrease in approval errors - Consistent AI analysis eliminates human calculation mistakes 30% improvement in compliance - Automated documentation and decision rationale for audits Pro Tips Test with Multiple Scenarios: Submit applications with various income/debt combinations to validate routing logic works correctly Adjust DTI Thresholds for Loan Type: Conventional mortgages: 43% max. FHA loans: 50% max. Auto loans: 35-40% max. Personal loans: 40-45% max. Credit Score Tiers Matter: Build rate sheets with score tiers (740+: prime, 680-739: near-prime, 620-679: subprime, below 620: denied or hard money) Income Verification Priorities: W-2 employees (easy), self-employed (complex), commission/bonus heavy (average 2 years), rental income (75% counts), gig economy (difficult) Document Checklist Customization: Vary required docs by loan type, amount, and risk profile to avoid over-documentation for low-risk loans Conditional Approval vs Outright Denial: When in doubt, use conditional - gives applicants path to approval and keeps them in pipeline Adverse Action Notices: For denials, include specific reasons (per FCRA requirements) and instructions for disputing credit report errors Pre-Qualification vs Pre-Approval: Pre-qual uses soft credit pull (no impact on score), pre-approval uses hard pull (official decision) Co-Borrower Logic: When DTI is high, automatically suggest co-borrower as option to strengthen application Rate Lock Automation: Pre-approved applications should include rate lock expiration date (typically 30-60 days) Property Appraisal Triggers: Auto-order appraisals for pre-approved mortgage applications to keep process moving Underwriter Dashboard: Build Google Sheets dashboard with filters for underwriters to sort by approval status, loan amount, date Compliance Monitoring: Regular audits of AI decisions to ensure no discriminatory patterns (disparate impact analysis) Customer Service Integration: Link application IDs to support tickets so agents can quickly pull up loan status Marketing Attribution: Track lead sources in form to measure which marketing channels produce best-quality applicants Learning Resources This workflow demonstrates advanced automation: AI Agents for Financial Analysis: Multi-dimensional loan qualification using BANT-style underwriting criteria Complex Conditional Logic: Multi-path routing with nested IF conditions for approval/conditional/denial workflows Financial Calculations: Automated DTI, LTV, DSCR, and payment estimation algorithms Risk Scoring Models: Comprehensive risk assessment combining credit, income, debt, and employment factors Decision Documentation: Complete audit trail with AI reasoning for regulatory compliance Email Customization: Dynamic content generation based on approval outcomes and applicant situations Data Pipeline Design: Structured data flow from application through analysis to decision and notification Simulation vs Production: Credit check node designed for easy swap from simulation to real API integration Parallel Processing: Simultaneous logging and notification workflows for efficiency Workflow Orchestration: Coordination of multiple decision points and communication touchpoints Questions or customization? The workflow includes detailed sticky notes explaining each analysis component and decision logic. Template Compatibility ✅ n8n version 1.0+ ✅ Works with n8n Cloud and Self-Hosted ✅ Production-ready for financial institutions ✅ Fully customizable for any loan type Compliance Note: This template is designed for demonstration and automation purposes. Always consult with legal counsel to ensure compliance with TILA, RESPA, ECOA, FCRA, and applicable state lending regulations before deploying in production.

Software Vulnerability Tracker with Pushover and Notion ⚠️ COMMUNITY TEMPLATE DISCLAIMER: This is a community-contributed template that uses ScrapeGraphAI (a community node). Please ensure you have the ScrapeGraphAI community node installed in your n8n instance before using this template. This workflow automatically scans multiple patent databases on a weekly schedule, filters new filings relevant to selected technology domains, saves the findings to Notion, and pushes instant alerts to your mobile device via Pushover. It is ideal for R&D teams and patent attorneys who need up-to-date insights on emerging technology trends and competitor activity. Pre-conditions/Requirements Prerequisites An n8n instance (self-hosted or n8n cloud) ScrapeGraphAI community node installed Active Notion account with an integration created Pushover account (user key & application token) List of technology keywords / CPC codes to monitor Required Credentials ScrapeGraphAI API Key** – Enables web scraping of patent portals Notion Credential** – Internal Integration Token with database write access Pushover Credential** – App Token + User Key for push notifications Additional Setup Requirements | Service | Needed Item | Where to obtain | |---------|-------------|-----------------| | USPTO, EPO, WIPO, etc. | Public URLs for search endpoints | Free/public | | Notion | Database with properties: Title, Abstract, URL, Date | Create in Notion | | Keyword List | Text file or environment variable PATENT_KEYWORDS | Define yourself | How it works This workflow automatically scans multiple patent databases on a weekly schedule, filters new filings relevant to selected technology domains, saves the findings to Notion, and pushes instant alerts to your mobile device via Pushover. It is ideal for R&D teams and patent attorneys who need up-to-date insights on emerging technology trends and competitor activity. Key Steps: Schedule Trigger**: Fires every week (default Monday 08:00 UTC). Code (Prepare Queries)**: Builds search URLs for each keyword and data source. SplitInBatches**: Processes one query at a time to respect rate limits. ScrapeGraphAI**: Scrapes patent titles, abstracts, links, and publication dates. Code (Normalize & Deduplicate)**: Cleans data, converts dates, and removes already-logged patents. IF Node**: Checks whether new patents were found. Notion Node**: Inserts new patent entries into the specified database. Pushover Node**: Sends a concise alert summarizing the new filings. Sticky Notes**: Document configuration tips inside the workflow. Set up steps Setup Time: 10-15 minutes Install ScrapeGraphAI: In n8n, go to “Settings → Community Nodes” and install @n8n-nodes/scrapegraphai. Add Credentials: ScrapeGraphAI: paste your API key. Notion: add the internal integration token and select your database. Pushover: provide your App Token and User Key. Configure Keywords: Open the first Code node and edit the keywords array (e.g., ["quantum computing", "Li-ion battery", "5G antenna"]). Point to Data Sources: In the same Code node, adjust the sources array if you want to add/remove patent portals. Set Notion Database Mapping: In the Notion node, map properties (Name, Abstract, Link, Date) to incoming JSON fields. Adjust Schedule (optional): Double-click the Schedule Trigger and change the CRON expression to your preferred interval. Test Run: Execute the workflow manually. Confirm that the Notion page is populated and a Pushover notification arrives. Activate: Switch the workflow to “Active” to enable automatic weekly execution. Node Descriptions Core Workflow Nodes: Schedule Trigger** – Defines the weekly execution time. Code (Build Search URLs)** – Dynamically constructs patent search URLs. SplitInBatches** – Sequentially feeds each query to the scraper. ScrapeGraphAI** – Extracts patent metadata from HTML pages. Code (Normalize Data)** – Formats dates, adds UUIDs, and checks for duplicates. IF** – Determines whether new patents exist before proceeding. Notion** – Writes new patent records to your Notion database. Pushover** – Sends real-time mobile/desktop notifications. Data Flow: Schedule Trigger → Code (Build Search URLs) → SplitInBatches → ScrapeGraphAI → Code (Normalize Data) → IF → Notion & Pushover Customization Examples Change Notification Message // Inside the Pushover node "Message" field return { message: 📜 ${items[0].json.count} new patent(s) detected in ${new Date().toDateString()}, title: '🆕 Patent Alert', url: items[0].json.firstPatentUrl, url_title: 'Open first patent' }; Add Slack Notification Instead of Pushover // Replace the Pushover node with a Slack node { text: ${$json.count} new patents published:\n${$json.list.join('\n')}, channel: '#patent-updates' } Data Output Format The workflow outputs structured JSON data: { "title": "Quantum Computing Device", "abstract": "A novel qubit architecture that ...", "url": "https://patents.example.com/US20240012345A1", "publicationDate": "2024-06-01", "source": "USPTO", "keywordsMatched": ["quantum computing"] } Troubleshooting Common Issues No data returned – Verify that search URLs are still valid and the ScrapeGraphAI selector matches the current page structure. Duplicate entries in Notion – Ensure the “Normalize Data” code correctly checks for existing URLs or IDs before insert. Performance Tips Limit the number of keywords or schedule the workflow during off-peak hours to reduce API throttling. Enable caching inside ScrapeGraphAI (if available) to minimize repeated requests. Pro Tips: Use environment variables (e.g., {{ $env.PATENT_KEYWORDS }}) to manage keyword lists without editing nodes. Chain an additional “HTTP Request → ML Model” step to auto-classify patents by CPC codes. Create a Notion view filtered by publicationDate is within past 30 days for quick scanning.

Heygen Viral UGC Generation Stop manually creating short-form video content. This n8n workflow automatically generates AI talking-head UGC videos using HeyGen and publishes them to Instagram and Facebook every single day — fully on autopilot. Real reel posted to @pinkmatchaprints — generated and published entirely by this workflow. See It In Action: Real Results from Pink Matcha Watch a live reel generated by this workflow See all published reels on @pinkmatchaprints Every single one of these videos was generated and posted automatically — no recording, no editing, no manual uploading. How It Works The workflow runs every day on a schedule. Here's the full pipeline: Picks today's content from a Google Sheet using a day-of-year rotation across all rows marked Idea Randomly selects a HeyGen talking-photo avatar from a pool of 14 for visual variation across posts Generates a 30-second script using GPT-4.1-mini with a warm, spiritual persona called "The Shepherd" Submits to HeyGen API to render a 720x1280 portrait talking-head video Polls HeyGen every 50 seconds (up to 20 times, ~16 min max) until the video is ready Publishes to Instagram and Facebook via upload-post.com with an auto-generated caption Logs every step to a Production Logs Google Sheet — script, video ID, video URL, and status What You're Getting AI-Generated Scripts with a Defined Persona The workflow uses GPT-4.1-mini with a custom system prompt called "The Shepherd" — a calm, wise, spiritual guide. Every script is: 75 to 90 words (~30 seconds when spoken naturally) Written in warm, grounded, accessible language Tailored to the specific content section from your workbook Always ending with: "Visit the link in bio to learn more." A Content Rotation System That Never Repeats Your content pool lives in a Google Sheet. The workflow selects today's section using day-of-year modulo total rows — so it automatically cycles through your content library without manual scheduling. Add more rows to expand the rotation. Full Production Logging Every execution is tracked row by row in a Production Logs sheet. You can see exactly what ran, what script was used, what the HeyGen video ID is, and what the final status is. Async Video Generation with Smart Polling HeyGen renders videos asynchronously. The workflow handles this gracefully — it submits the job, waits, polls the status API, and routes automatically based on the result: Still processing** → waits and retries Completed** → extracts video URL and posts Failed or timed out** → logs the failure reason to the sheet Dual Platform Publishing Videos are published to both Instagram and Facebook in one execution using upload-post.com. The caption is auto-built from the section title and first 100 characters of the script. Google Sheets Structure The workflow uses a single Google Sheets workbook with two tabs: Tab 1: Workbook Content Your content pool. The workflow reads from this every day. | Column | Description | |---|---| | section_title | Title used in the video caption and script prompt | | workbook_content | Full context for the AI to generate the script from | | key_message | The core takeaway — passed to the AI as emphasis | | Status | Set to Idea to include in rotation. Any other value skips the row. | Tab 2: Production Logs Auto-populated. Do not edit manually. | Column | Description | |---|---| | Date | Date the video was generated | | Section Title | Which content section was used | | Script Text | The generated script | | HeyGen Video ID | Used to poll render status | | Raw Video URL | Direct HeyGen video URL | | Final Video URL | Final URL passed to the publishing step | | Status | Lifecycle status or failure reason | Setup Guide Step 1: Credentials | Service | Credential Type | Where Used | |---|---|---| | HeyGen | HTTP Header Auth (X-Api-Key) | Generate and poll videos | | upload-post.com | HTTP Header Auth | Post to Instagram / Facebook | | Google Sheets | OAuth2 | Read content, write logs | | OpenAI | API Key | Generate scripts (GPT-4.1-mini) | Step 2: Google Sheets Duplicate the workbook structure described above Replace the documentId in all Google Sheets nodes with your spreadsheet ID Populate the Workbook Content tab and set Status = Idea on each row Step 3: HeyGen Avatars The workflow ships with 14 hardcoded talking-photo avatar IDs in the Code: Select Random Avatar & Combine Data node. Replace these with your own HeyGen avatar IDs from your HeyGen account. Step 4: upload-post.com Account Update the user field in both the facebook and instagram nodes from pink-matcha to your upload-post.com username. Step 5: Enable Facebook (When Ready) The facebook node is disabled by default. Once you confirm Instagram is posting correctly, enable it in n8n. Step 6: Adjust the Schedule The trigger is set to fire daily at 12pm noon. The node name says "9am" — rename or adjust the time in the Schedule node to match your target posting time. Technical Specs Script AI**: OpenAI GPT-4.1-mini Video Generation**: HeyGen v2 API (talking-photo avatars) Video Format**: 720x1280 portrait (Reels / Shorts) Polling**: 50-second intervals, max 20 attempts (~16 min timeout) Publishing**: upload-post.com multipart API Logging**: Google Sheets (OAuth2) Error Workflow**: Separate n8n error workflow for unexpected crashes Platform**: n8n (self-hosted or cloud) Frequently Asked Questions Q: Do I need a HeyGen subscription? A: Yes. You need a HeyGen account with API access and at least one talking-photo avatar created in your account. Q: What is upload-post.com? A: A third-party service that handles posting video content to Instagram and Facebook on your behalf. You need an account connected to your social profiles. Q: Can I change the AI persona? A: Yes. Edit the system prompt in the Generate Script node to use any persona, tone, or style you want. Q: Can I post to TikTok or YouTube Shorts? A: upload-post.com supports other platforms. You can add additional HTTP request nodes following the same pattern as the instagram node and change the platform[] parameter. Q: How do I add more content? A: Add rows to the Workbook Content tab in Google Sheets and set Status = Idea. The rotation automatically picks them up. Q: What happens if HeyGen fails? A: The workflow detects failure or timeout and writes the reason to the Production Logs sheet. A separate n8n error workflow handles unexpected crashes. Q: How long does one execution take? A: Typically 5 to 15 minutes end-to-end, depending on HeyGen render time. Join the Community Other free n8n workflows GitHub repository Join AI + Automation Discord Official website Live example account Powered by n8n • OpenAI • HeyGen • Google Sheets • upload-post.com

Handle WhatsApp customer inquiries with AI and intent routing (Whatsapp Chatbot) An intelligent, fully customizable WhatsApp customer support chatbot template that works for ANY business - whether you sell fashion, electronics, food, furniture, cosmetics, or anything else. This workflow combines pre-built responses for common queries with AI for complex questions, creating a cost-effective 24/7 customer support solution that adapts to your specific products and services. Who it's for This universal template works for ANY business type: E-commerce stores** (fashion, electronics, home goods, beauty, etc.) Local retail shops** (boutiques, grocery stores, bookshops, etc.) Service businesses** (salons, repair services, consultancies, etc.) Restaurants & cafes** (food delivery, reservations, menu inquiries) Any business** using WhatsApp Business API for customer communication What it does This is a UNIVERSAL template - it works for ANY business by simply updating the product categories, company information, and response templates. No coding knowledge required for basic customization! The workflow automates WhatsApp customer support through intelligent routing and AI assistance: Receives WhatsApp messages via WhatsApp Business API webhook trigger Parses message data extracting user info, chat ID, and message text Classifies intent using pattern matching to determine what the customer wants (product inquiry, contact info, support, greeting, etc.) Routes intelligently to the most appropriate response handler: Product inquiries → Pre-built catalog responses with pricing and links Contact information → Static company details (address, phone, hours) Complex queries → AI agent with full company context Maintains conversation context using memory to remember previous messages Sends formatted responses back to the customer via WhatsApp with markdown formatting The hybrid approach (pre-built responses + AI) balances speed, cost, and intelligence - common questions get instant answers while complex queries receive personalized AI assistance. How to set up Requirements You'll need: WhatsApp Business API** access (via Twilio, 360Dialog, Meta Cloud API, or other providers) Google Gemini API key** (for AI responses) - Get API key Google Docs** (optional - for product catalog reference) n8n instance** with WhatsApp nodes installed Setup Steps Configure WhatsApp Business API Sign up with a WhatsApp Business API provider (Twilio, 360Dialog, or Meta) Get your API credentials (phone number ID, access token, webhook verify token) Add credentials to n8n's WhatsApp node Copy the webhook URL from n8n and configure it in your provider's dashboard Customize Company Information Open the "Build AI System Prompt" node Replace all placeholder text with your actual company details: Company name Address and phone numbers Email and website Product categories and brands Policies (COD, warranty, returns, delivery) Store hours Configure Product Responses Edit the "Generate Product Response" node Replace the sample products with your actual catalog: Product names and specifications Prices (update currency if not using INR) Product URLs from your website Add/remove product categories as needed Update Contact Details Edit the "Generate Contact Info Response" node Add your complete contact information Update store hours and addresses Set Up AI Credentials Add your Google Gemini API key to the credential manager (Optional) Connect Google Docs if you want to use a product catalog document Activate and Test Activate the workflow in n8n Send test messages to your WhatsApp Business number Test different intents: greetings, product questions, contact requests Verify responses are accurate and timely WhatsApp Business API Providers Option 1: Meta Cloud API (Official, free for moderate usage) Sign up at: https://developers.facebook.com/ Requires Facebook Business account Best for: Small to medium businesses Option 2: Twilio (Reliable, paid service) Sign up at: https://www.twilio.com/whatsapp Pay-per-message pricing Best for: Businesses needing high reliability Option 3: 360Dialog (WhatsApp-focused) Sign up at: https://www.360dialog.com/ Competitive pricing Best for: WhatsApp-heavy businesses Option 4: MessageBird, Vonage, others Various pricing and features Research and compare based on your needs How it works Intent Classification System The workflow uses keyword pattern matching to classify user intent into these categories: Priority 1: Contact Information (highest priority) Triggers: "where is store", "address", "contact", "phone number" Response: Static contact details Why first: Users asking for contact info need immediate, accurate answers Priority 2: Greetings Triggers: "hi", "hello", "hey", "good morning" Response: Friendly welcome with menu options Helps: Sets a positive tone for the conversation Priority 3: Product Inquiries Triggers: Category keywords (monitor, processor, GPU, RAM, etc.) Response: Pre-built catalog with products, prices, and links Categories: Customizable based on your products Priority 4: AI Fallback Triggers: Everything else (comparisons, complex questions, multi-step queries) Response: Google Gemini AI with company knowledge Features: Conversation memory, personalized recommendations Response Architecture Pre-Built Responses (Fast & Cost-Effective) Instant answers (no API calls) Handles 70-80% of queries Consistent, accurate information No ongoing costs Used for: Product lists, contact info, FAQs AI Agent (Intelligent & Flexible) Handles complex questions Maintains conversation context Provides personalized recommendations Adapts to different query styles Used for: Comparisons, custom builds, technical questions Conversation Memory The workflow uses buffer window memory to remember recent conversation: Stores last 10 messages per user Enables multi-turn conversations AI can reference previous questions Creates more natural interactions Memory is user-specific (isolated by user ID) Message Flow Example User: "Hi" → Intent: greeting → Response: Welcome message with menu User: "Show me monitors" → Intent: product_inquiry (monitors) → Response: Pre-built list of monitors with prices User: "Which one is best for gaming?" → Intent: general_inquiry (complex) → Response: AI analyzes previous context (monitors) and recommends gaming-focused option User: "What's your address?" → Intent: contact_info → Response: Complete contact details How to customize the workflow STEP 1: Customize Product Categories The workflow comes with example categories for multiple business types. Replace them with YOUR categories: For a Fashion Store: const categories = [ { pattern: /(shirt|tshirt|top)/i, category: 'tops' }, { pattern: /(jeans|pants|trousers)/i, category: 'bottoms' }, { pattern: /(dress|gown|kurti)/i, category: 'dresses' }, { pattern: /(shoe|footwear|heels)/i, category: 'shoes' }, ]; For a Grocery Store: const categories = [ { pattern: /(vegetable|veggies)/i, category: 'vegetables' }, { pattern: /(fruit|fruits)/i, category: 'fruits' }, { pattern: /(dairy|milk|cheese)/i, category: 'dairy' }, { pattern: /(snack|chips|biscuit)/i, category: 'snacks' }, ]; For a Beauty/Cosmetics Store: const categories = [ { pattern: /(skincare|cream|serum)/i, category: 'skincare' }, { pattern: /(makeup|lipstick|foundation)/i, category: 'makeup' }, { pattern: /(perfume|fragrance)/i, category: 'perfumes' }, { pattern: /(hair|shampoo|conditioner)/i, category: 'haircare' }, ]; For a Home Furniture Store: const categories = [ { pattern: /(sofa|couch)/i, category: 'sofas' }, { pattern: /(bed|mattress)/i, category: 'bedroom' }, { pattern: /(table|desk|dining)/i, category: 'tables' }, { pattern: /(chair|seating)/i, category: 'chairs' }, ]; For a Restaurant: const categories = [ { pattern: /(pizza|italian)/i, category: 'italian' }, { pattern: /(burger|sandwich)/i, category: 'fast_food' }, { pattern: /(biryani|curry|indian)/i, category: 'indian' }, { pattern: /(dessert|sweet|ice cream)/i, category: 'desserts' }, ]; STEP 2: Customize Product Responses Update the "Generate Product Response" node with YOUR actual products: Example for Fashion Store: if (category === 'tops') { response = Hi ${userName}! Check out our TOPS collection:\\n\\n; response += 👕 Cotton Casual T-Shirt\\n 💰 ₹499\\n 🎨 5 colors available\\n 🔗 yourstore.com/tshirts\\n\\n; response += 👚 Formal Shirt\\n 💰 ₹899\\n 🎉 Buy 2 Get 20% OFF\\n 🔗 yourstore.com/shirts\\n\\n; } Example for Grocery Store: if (category === 'vegetables') { response = Fresh VEGETABLES available, ${userName}:\\n\\n; response += 🥕 Fresh Carrots (1kg)\\n 💰 ₹40\\n 🌱 Organic\\n\\n; response += 🍅 Tomatoes (1kg)\\n 💰 ₹30\\n ✅ Farm Fresh\\n\\n; } Example for Restaurant: if (category === 'italian') { response = Delicious ITALIAN dishes, ${userName}:\\n\\n; response += 🍕 Margherita Pizza\\n 💰 ₹299\\n 👨‍🍳 Chef's Special\\n\\n; response += 🍝 Creamy Alfredo Pasta\\n 💰 ₹349\\n 🔥 Bestseller\\n\\n; } STEP 3: Update Company Information Edit the "Build AI System Prompt" node: For a Boutique: const systemPrompt = `You are a customer service assistant for Elegant Threads Boutique. COMPANY INFORMATION: Business: Women's Designer Clothing Boutique Products: Ethnic wear, western wear, accessories Price Range: ₹1,500 - ₹15,000 Speciality: Custom tailoring available Store Address: Shop 12, Fashion Street, Mumbai Phone: +91 98XXXXXXXX Delivery: Pan-Mumbai, 2-3 days Returns: 7-day no-questions-asked return policy `; For a Tech Store: const systemPrompt = `You are customer support for TechHub Electronics. COMPANY INFORMATION: Business: Consumer Electronics Retailer Products: Smartphones, laptops, accessories, home appliances Price Range: ₹500 - ₹2,00,000 Speciality: Same-day delivery in Delhi NCR Warranty: Extended warranty on all electronics Store: Connaught Place, New Delhi Phone: +91 11-XXXXXXXX `; For a Bakery: const systemPrompt = `You are the assistant for Sweet Delights Bakery. COMPANY INFORMATION: Business: Fresh Baked Goods & Custom Cakes Products: Cakes, pastries, cookies, bread Price Range: ₹50 - ₹3,000 Speciality: Custom cakes for all occasions (24hrs notice) Store: Baker Street, Bangalore Phone: +91 80-XXXXXXXX Delivery: Free above ₹500 within 5km `; Additional Customization Options Change AI Model Replace Google Gemini with other LLM providers: OpenAI GPT-4**: Best for nuanced understanding Anthropic Claude**: Strong at following instructions Llama** (self-hosted): Cost-effective for high volume Simply swap the "Google Gemini Chat Model" node with your preferred model. Add More Intents Extend the intent classification in the "Classify User Intent" node: // Add order tracking if (/track.order|order.status|where.*order/i.test(text)) { intent = 'order_tracking'; } // Add complaint handling if (/complaint|unhappy|problem|issue|refund/i.test(text)) { intent = 'complaint'; } // Add shipping questions if (/shipping|delivery|courier|when.*arrive/i.test(text)) { intent = 'shipping_inquiry'; } Then add corresponding response nodes in the routing switch. Integrate with CRM Connect to HubSpot: Add HubSpot node after intent classification Log every conversation as a ticket Create contacts automatically Track customer journey Connect to Salesforce: Use Salesforce node to create leads Update opportunity stages based on intent Log interactions in Activity History Connect to Airtable: Store conversations in Airtable database Analyze common questions Build knowledge base from real conversations Add Multi-Language Support Method 1: Google Translate API Detect message language Translate to English for processing Translate response back to user's language Method 2: Multilingual AI Add language preference to AI prompt Train AI on multilingual responses Support major languages natively Rich Media Responses Send images: return [{ chatId: chatId, image: 'https://yoursite.com/product.jpg', caption: 'Check out this product!' }]; Send documents: Product catalogs (PDF) Warranty cards Invoice copies Installation guides Send location pins: Store locations Delivery tracking Service centers Human Handoff Logic Add escalation for complex issues: // Check if AI can't help if (complexityScore > 8 || sentiment === 'angry') { // Notify human agent // Transfer conversation // Set status: 'awaiting_agent' } Integrate with: Intercom for live chat handoff Slack for agent notifications Zendesk for ticket creation Connect to Inventory Real-time stock checking: Query your database for availability Show "In Stock" / "Out of Stock" status Suggest alternatives for unavailable products Notify customers when items are restocked Dynamic pricing: Pull current prices from database Apply promotional discounts automatically Show time-sensitive offers Add Analytics Track metrics: Messages per day/week/month Most common intents AI usage vs. pre-built responses Average response time Customer satisfaction scores Integration options: Google Analytics for website tracking Mixpanel for event tracking Custom dashboard in Grafana Google Sheets for simple logging Business Hours Management Add business hours logic: const now = new Date(); const hour = now.getHours(); const isBusinessHours = (hour >= 10 && hour < 20); // 10 AM - 8 PM if (!isBusinessHours) { return [{ response: "We're currently closed. Our hours are 10 AM - 8 PM. We'll respond when we open!" }]; } A/B Testing Responses Test different response styles: Formal vs. casual tone With/without emojis Short vs. detailed answers Different CTAs Track which versions lead to more sales/conversions. Tips for best results 1. Start Simple Begin with 3-5 main intents Add more as you see common patterns Don't over-complicate the initial setup 2. Monitor and Iterate Review conversations weekly Identify missed intents Refine pattern matching Update product information regularly 3. Balance Pre-Built vs. AI Use pre-built for: FAQs, product lists, contact info (fast, cheap) Use AI for: Comparisons, complex queries, personalization (slower, costs money) Aim for 70-80% pre-built, 20-30% AI 4. Optimize Response Times Pre-built responses are instant AI responses take 2-5 seconds Set user expectations ("Let me check that for you...") 5. Test Different Scenarios Happy path (normal inquiries) Edge cases (misspellings, slang) Multi-turn conversations Multiple topics in one message 6. Keep Responses Concise WhatsApp users prefer short messages Use formatting (bold, bullets) for readability Break long responses into multiple messages 7. Maintain Brand Voice Customize AI system prompt with your brand personality Use consistent tone across all responses Include brand-appropriate emojis 8. Handle Failures Gracefully Add error handling for API failures Have fallback responses ready Always offer human contact option 9. Respect Privacy Don't store sensitive information Comply with GDPR/local privacy laws Allow users to delete their data 10. Monitor Costs Track Gemini API usage Set spending alerts Optimize prompt length to reduce token usage Common use cases across industries Fashion & Apparel Store Answer size and fit questions Share new collection arrivals Check stock availability by size/color Process exchange requests Share styling tips Electronics & Tech Store Provide product specifications Compare different models Check warranty information Share installation guides Handle technical support queries Grocery & Food Store Check product availability Share daily fresh stock updates Take bulk orders Provide recipe suggestions Handle delivery slot bookings Beauty & Cosmetics Recommend products for skin types Share ingredient information Explain usage instructions Handle shade/color queries Process return for wrong products Home Furniture Store Share dimensions and specifications Check delivery timelines Provide assembly instructions Schedule store visits Custom furniture inquiries Restaurant & Cafe Share menu and prices Take table reservations Handle takeaway orders Answer dietary restriction questions Share daily specials Jewelry Store Share designs and prices Book appointments for trials Check customization options Verify metal purity/certifications Handle repair inquiries Bookstore Check book availability Take pre-orders for new releases Recommend books by genre Share reading lists Handle exchange requests Important Notes: This workflow requires WhatsApp Business API (not regular WhatsApp Business app) WhatsApp Business API typically requires business verification Message rates and limits vary by provider Test thoroughly before deploying to customers Always provide a way to reach human support Getting Started Tip: Start with just contact info and product inquiries. Once that works smoothly, add AI responses for complex queries. Gradually expand based on actual customer needs you observe in conversations.

Description Automate LinkedIn organization page posting with precise time scheduling and Google Drive media management. Runs hourly during business hours, processes approved posts scheduled for today, waits until exact time, publishes to LinkedIn, and updates tracking sheet—perfect for maintaining consistent LinkedIn presence. What this workflow does This workflow automates LinkedIn organization page posting with precise timing control and a centralized Google Sheets content calendar. It runs four times daily (9:45 AM, 10:45 AM, 11:45 AM, 12:45 PM) and reads your Google Sheet to find posts marked with Approval Status = "Good" and Platform = "LinkedIn" that are scheduled for today. Unlike batch processing workflows, this processes ONE post per run to prevent duplicate scheduling. Once it finds a post, it marks it as "Scheduled" in your sheet, then uses a Wait node to pause the workflow execution until the exact scheduled time (with automatic timezone conversion from Eastern to India time). At the scheduled moment, it either downloads an image from Google Drive and publishes a Creative Post, or publishes an Article link—depending on the Post Type. After successfully publishing to your LinkedIn organization page, it updates your Google Sheet with the live post URL and changes the Approval Status to "Published", creating a complete audit trail with precise timing control. Perfect for social media managers maintaining consistent LinkedIn presence, marketing agencies scheduling client LinkedIn content with approval checkpoints, content creators batch-planning professional posts, and teams needing collaborative LinkedIn calendars with exact time control. Key features Precise time scheduling with Wait node: Unlike immediate publishing, this workflow uses n8n's Wait node to pause execution until the exact scheduled time—ensuring posts publish at 10:00 AM sharp, not 9:45 AM when the workflow runs. Timezone conversion included: Automatically converts "Scheduled On" times from Eastern Time (content creator's timezone) to India Time (server timezone) using DateTime.fromFormat—no manual calculation needed. One post per run: Processes only the first pending post each time the workflow runs, preventing duplicate scheduling if multiple posts share the same time slot—ensures clean execution and tracking. Dual post type support: Handles both Creative Posts (image posts downloaded from Google Drive) and Articles (link posts with article URL)—automatically routes based on Post Type column. LinkedIn organization posting: Posts directly to your LinkedIn organization/company page (not personal profile) using LinkedIn Community Management API with proper OAuth authentication. Status progression tracking: Three-stage workflow: Good (approved) → Scheduled (waiting for time) → Published (live on LinkedIn)—always know what's queued vs. what's live. Google Sheets content calendar: Manage LinkedIn posts in a familiar spreadsheet with columns for Scheduled On, Platform, Post Type, Caption, Media URL, and Approval Status—no complex tools needed. Google Drive media integration: Stores images in Google Drive (centralized storage), then automatically downloads them when publishing Creative Posts—supports shared drives and private files. Post URL tracking: After publishing, updates Google Sheet with the live LinkedIn post URL (https://www.linkedin.com/feed/update/{urn})—enables easy performance tracking and reporting. Runs during business hours only: Schedule trigger fires at :45 minutes (9-12 AM) to catch morning posts—won't run at night or on weekends unless you modify the cron. How it works 1. Hourly trigger during business hours A cron trigger runs at 9:45 AM, 10:45 AM, 11:45 AM, and 12:45 PM every day. The :45 timing gives a 15-minute buffer before the hour to schedule posts for :00, :15, :30, or :45 times. 2. Load LinkedIn credentials The workflow reads a separate ".env" sheet in your Google Sheets document containing: LinkedIn Organization ID:** Your company page's unique ID (e.g., 56420402) Other LinkedIn-specific configuration This centralizes credentials so multiple workflows can share the same settings. 3. Fetch approved LinkedIn posts The workflow reads your main "Post URL" sheet and applies two filters: Approval Status = "Good":** Only processes approved posts Platform = "LinkedIn":** Filters out Facebook, Instagram, etc. This returns all approved LinkedIn posts regardless of date. 4. Filter posts scheduled for today A Code node compares the "Scheduled On" column value against today's date (ignores time, just checks the date part). Only posts scheduled for today pass through. Supported date format: "2025-10-30 10:00" (YYYY-MM-DD HH:MM) Time uses 24-hour format 5. Process first post only Critical difference from Facebook workflow: A Code node extracts only the FIRST item from the filtered posts. Why only one post? Prevents duplicate scheduling if workflow runs multiple times Wait node works on single execution paths Ensures precise timing per post Next run will pick up the next pending post 6. Route by post type A Switch node checks the Post Type column: Output 0 (Creative Post):** Posts with images (routes to Branch A) Output 1 (Article):** Posts with article links (routes to Branch B) Branch A: Creative Post with Image 7a. Mark as scheduled in sheet Before waiting, the workflow updates the Google Sheet: Approval Status:** "Scheduled" This prevents the same post from being picked up again in the next hourly run. 8a. Wait until scheduled time Most critical node: The Wait node pauses workflow execution until the exact scheduled time. Timezone conversion logic: DateTime.fromFormat( $('Route by Post Type').item.json['Scheduled On'], 'yyyy-MM-dd HH-mm', { zone: 'America/New_York' } // Input timezone (Eastern) ) .setZone('Asia/Kolkata') // Server timezone (India) .toFormat("yyyy-MM-dd'T'HH:mm:ss") Example: Sheet value: "2025-10-30 14:00" (Eastern Time) Converted to: "2025-10-30T23:30:00" (India Time) Workflow resumes at exactly 11:30 PM India time = 2:00 PM Eastern 9a. Prepare post data Aggregate node (keeps data structure intact for next nodes). 10a. Download image from Google Drive Uses the Media URL (Google Drive sharing link) to download the image file. Supports: Direct Google Drive file URLs Shared Drive files Public or private files (as long as OAuth account has access) The image is downloaded as binary data. 11a. Publish creative post to LinkedIn Uses n8n's LinkedIn node with these settings: Authentication:** communityManagement (LinkedIn Community Management API) Post as:** organization Organization:** 56420402 (your company page ID) Text:** Caption from Google Sheet Share media category:** IMAGE Binary data:** Downloaded image The LinkedIn API returns a URN (unique post identifier). 12a. Save post URL & mark published Constructs the LinkedIn post URL: https://www.linkedin.com/feed/update/{urn} Then updates the Google Sheet row: Approval Status:** "Published" Post URL:** Constructed LinkedIn URL Branch B: Article Post with Link 7b. Mark article as scheduled Updates Google Sheet: Approval Status = "Scheduled" 8b. Wait until article scheduled time Same Wait node logic as Creative Posts—pauses until exact scheduled time with timezone conversion. 9b. Prepare article data Aggregate node. 10b. Publish article link to LinkedIn Uses LinkedIn node with these settings: Authentication:** communityManagement Post as:** organization Organization:** 56420402 Text:** Caption from Google Sheet Share media category:** ARTICLE Original URL:** Media URL (the article link) LinkedIn scrapes the article URL and creates a rich preview card. 11b. Save article URL & mark published Same as Creative Posts—constructs post URL and updates sheet with "Published" status. Setup requirements Tools you'll need: Active n8n instance (self-hosted or n8n Cloud) Google Sheets with OAuth access Google Drive with OAuth access LinkedIn organization/company page (not personal profile) LinkedIn Community Management API credentials Estimated setup time: 35–40 minutes Configuration steps 1. Set up LinkedIn Community Management API Go to LinkedIn Developer Console Create an app (or use existing) Add "Community Management API" product Request access for your organization page Under Auth → OAuth 2.0 settings: Add redirect URL: https://your-n8n-instance.com/rest/oauth2-credential/callback Note your Client ID and Client Secret In n8n: Credentials → Add credential → LinkedIn Community Management OAuth2 API Complete OAuth flow and select your organization page 2. Find your LinkedIn Organization ID Method 1 (URL): Go to your LinkedIn company page URL will be: https://www.linkedin.com/company/{company-name}/ View page source and search for "organizationId" Copy the numeric ID (e.g., 56420402) Method 2 (API): Use LinkedIn API endpoint: /v2/organizationalEntityAcls?q=roleAssignee Find your organization in the response 3. Set up Google Sheets Create two sheets in one Google Sheets document: Sheet 1: ".env" (credentials) | LinkedIn Organization ID | |---| | 56420402 | Sheet 2: "Post URL" (content calendar) | Scheduled On | Platform | Post Type | Caption | Media URL | Approval Status | Post URL | row_number | |---|---|---|---|---|---|---|---| | 2025-10-30 10:00 | LinkedIn | Creative Post | Excited to announce our new product! | https://drive.google.com/file/d/xxx | Good | | 1 | | 2025-10-30 14:00 | LinkedIn | Article | Check out our latest blog post | https://blog.example.com/post | Good | | 2 | Important column details: Scheduled On:** Format YYYY-MM-DD HH-MM (24-hour, Eastern Time) Platform:** Must be "LinkedIn" (case-sensitive) Post Type:** "Creative Post" (with image) or "Article" (with link) Caption:** Post text (LinkedIn supports up to 3,000 characters) Media URL:** Google Drive URL for Creative Post, article URL for Article Approval Status:** "Good" (publish), "Pending" (hold), "Rejected" (skip) Post URL:** Leave empty (auto-filled after publishing) row_number:** Auto-generated by Google Sheets 4. Connect Google Sheets OAuth In n8n: Credentials → Add credential → Google Sheets OAuth2 API Complete OAuth authentication Update these nodes with your sheet URL: "Load LinkedIn Organization Credentials" → .env sheet "Fetch Approved LinkedIn Posts" → Post URL sheet "Mark as Scheduled in Sheet" → Post URL sheet "Save Post URL & Mark Published" → Post URL sheet "Mark Article as Scheduled" → Post URL sheet "Save Article URL & Mark Published" → Post URL sheet 5. Connect Google Drive OAuth In n8n: Credentials → Add credential → Google Drive OAuth2 API Complete OAuth authentication Open "Download Image from Google Drive" node Select your Google Drive credential 6. Update LinkedIn Organization ID Open these nodes and replace "56420402" with your organization ID: "Publish Creative Post to LinkedIn"** "Publish Article Link to LinkedIn"** 7. Adjust timezone (if needed) If your content calendar uses a different timezone than Eastern: Open "Wait Until Scheduled Time" node Change { zone: 'America/New_York' } to your timezone Common values: 'America/Los_Angeles' (Pacific), 'UTC', 'Europe/London' If your n8n server is not in India Time: Change .setZone('Asia/Kolkata') to your server's timezone 8. Test the workflow Add a test post scheduled for 5 minutes from now Set Platform = "LinkedIn", Post Type = "Creative Post", Approval Status = "Good" Manually trigger the workflow (or wait for next hourly run) Verify: Sheet updated to "Scheduled" Workflow execution shows as "Waiting" in n8n At scheduled time, post publishes to LinkedIn Sheet updated to "Published" with URL 9. Activate the workflow Toggle the workflow to Active The workflow will now run automatically 4 times daily Check your LinkedIn page to verify posts are publishing correctly Use cases Social media managers: Schedule 15-20 LinkedIn posts per week from one Google Sheet. Team members add content, you approve, workflow handles precise timing and publishing—no manual LinkedIn.com logins. B2B marketing teams: Maintain consistent LinkedIn company page presence with thought leadership articles, product updates, and team highlights. Schedule weeks in advance, let automation publish at optimal times. Content creators: Batch-create LinkedIn content on Mondays, schedule throughout the week with precise timing. Focus on creation, not distribution—workflow handles publishing. Agencies managing client pages: One Google Sheet per client, separate workflows per organization ID. Centralized content calendar with approval workflow before posting to client pages. Recruiting teams: Schedule hiring posts, culture updates, and employee spotlights to maintain active company presence. Track all post URLs for performance analysis. Personal brands using company pages: If you manage a LinkedIn company page for your personal brand or business, schedule promotional content, case studies, and announcements with professional timing control. Customization options Process multiple posts per run Change "Process First Post Only" node logic: Current: Returns only item 0 Modified: Return all items (use Loop node to process sequentially) Note: Wait nodes won't work with loops—consider using scheduled_publish_time if LinkedIn API supports it Change scheduling frequency Edit the "Run Every Hour" cron expression: Current: 45 9-12 * * * (9:45-12:45 AM hourly) All day: 45 * * * * (every hour at :45) Business hours extended: 45 9-17 * * 1-5 (9 AM-5 PM, Monday-Friday) Twice daily: 0 9,15 * * * (9:00 AM and 3:00 PM) Add video post support LinkedIn supports video posts via Community Management API: Add "Post Type" = "Video" Download video from Google Drive (instead of image) Change share media category to VIDEO Upload video to LinkedIn media upload endpoint first, then create post Support personal profiles If you want to post to personal profiles (not organization): Change authentication from "communityManagement" to "oAuth2" Change "Post as" from "organization" to "person" Use LinkedIn OAuth2 API credentials (not Community Management) Add Slack notifications After publishing nodes, add: Slack node** to send confirmation Format:** "Published LinkedIn post: [URL] at [time]" Include:** Post caption preview for context Multi-organization support Modify .env sheet to support multiple company pages: | Organization Name | LinkedIn Organization ID | |---|---| | Main Brand | 56420402 | | Sub Brand | 78901234 | Add "Organization Name" column to Post URL sheet, then filter and route by organization. Troubleshooting Posts not publishing OAuth expired:** Re-authenticate LinkedIn Community Management API credentials in n8n. Organization permissions:** Verify your LinkedIn account has admin/content creator role on the organization page. API access:** Ensure your LinkedIn app has Community Management API product added and approved. Organization ID wrong:** Double-check the ID matches your actual company page. Wait node not working Scheduled time in past:** n8n Wait node requires future times. If "Scheduled On" is in the past when workflow runs, it fails. Ensure posts are scheduled for future times only. Timezone mismatch:** If posts publish at wrong times, verify timezone conversion is correct (Eastern → your server timezone). DateTime format error:** Ensure "Scheduled On" uses exactly "YYYY-MM-DD HH-MM" format with space between date and time. Images not downloading from Google Drive OAuth expired:** Re-authenticate Google Drive credentials. File permissions:** Ensure the Google account connected to n8n has "Viewer" access to Drive files. Sharing link format:** Media URL must be full Google Drive URL (https://drive.google.com/file/d/FILE_ID/view), not shortened. Multiple posts with same time Current limitation:** This workflow processes ONE post per run. If multiple posts share the same scheduled time, only the first will publish. Solution:** Stagger times by 1 minute (10:00, 10:01, 10:02) or modify workflow to process multiple posts. Sheet not updating OAuth expired:** Re-authenticate Google Sheets credentials. Sheet name mismatch:** Verify sheet tab name is exactly "Post URL" and ".env" (case-sensitive). row_number missing:** Ensure the sheet has a row_number column auto-generated by formula: =ROW()-1 Article previews not showing URL not accessible:** LinkedIn needs to scrape the article URL. Ensure it's publicly accessible (not behind login/paywall). No Open Graph tags:** Article pages need Open Graph meta tags (og:title, og:description, og:image) for LinkedIn to generate previews. LinkedIn cache:** Sometimes LinkedIn caches old previews. Use LinkedIn Post Inspector to refresh cache. Resources n8n documentation LinkedIn Community Management API LinkedIn OAuth Guide Google Sheets API Google Drive API n8n Wait node n8n LinkedIn node Support Need help or custom development? 📧 Email: info@isawow.com 🌐 Website: https://isawow.com/

This workflow is designed for B2B professionals to automatically identify and summarize business opportunities from a company's website. By leveraging Bright Data's Web Unblocker and advanced AI models from OpenRouter, it scrapes relevant company pages ("About Us", "Team", "Contact"), analyzes the content for potential pain points and needs, and synthesizes a concise, actionable report. The final output is formatted for direct use in documents, making it an ideal tool for sales, marketing, and business development teams to prepare for prospecting calls or personalize outreach. Who's it for This template is ideal for: B2B Sales Teams:** Quickly find and qualify leads by identifying specific business needs before a cold call. Marketing Agencies:** Develop personalized content and value propositions based on a prospect's public website information. Business Development Professionals:** Efficiently research potential partners or clients and discover collaboration opportunities. Entrepreneurs:** Gain a competitive edge by understanding a competitor's strategy or a potential client's operations. How it works The workflow is triggered by a chat message, typically a URL from an n8n chat application. It uses Bright Data to scrape the website's sitemap and extract all anchor links from the homepage. An AI agent analyzes the extracted URLs to filter for pages relevant to company information (e.g., "about-us," "team," "contact"). The workflow then scrapes the content of these specific pages. A second AI agent summarizes the content of each page, looking for business opportunities related to AI-powered automation. The summaries are merged and a final AI agent synthesizes them into a single, cohesive report, formatted for easy reading in a Google Doc. How to set up Bright Data Credentials: Sign up for a Bright Data account and create a Web Unblocker zone. In n8n, create new Bright Data API credentials and copy your API key. OpenRouter Credentials: Create an account on OpenRouter and get your API key. In n8n, create new OpenRouter API credentials and paste your key. Chat Trigger Node: Configure the "When chat message received" node. Copy the production webhook URL to integrate with your preferred chat platform. Requirements An active n8n instance. A Bright Data account with a Web Unblocker zone. An OpenRouter account with API access. How to customize this workflow AI Prompting:** Edit the "systemMessage" parameters in the "AI Agent", "AI Agent1", and "AI Agent2" nodes to change the focus of the opportunity analysis. For example, modify the prompts to search for specific technologies, industry jargon, or different types of business challenges. Model Selection:** The workflow uses openai/o4-mini and openai/gpt-5. You can change these to other models available on OpenRouter by editing the model parameter in the OpenRouter Chat Model nodes. Scraping Logic:** The extract url node uses a regular expression to find `` tags. This can be modified or replaced with an HTML Extraction node to target different elements or content on a website. Output Format:** The final output is designed for Google Docs. You can modify the last "AI Agent2" node's prompt to generate the output in a different format, such as a simple JSON object or a markdown list. Phil | Inforeole 🇫🇷 Contactez nous pour automatiser vos processus

WhatsApp Number Verify & Confirmation System with Rapiwa API and Google Sheets Who is this for? This n8n workflow makes it easy to verify WhatsApp numbers submitted through a form. When someone fills out the form, the automation kicks in—capturing the data via a webhook, checking the WhatsApp number using the Rapiwa API, and sending a confirmation message if the number is valid. All submissions, whether verified or not, are logged into a Google Sheet with a clear status. It’s a great solution for businesses, marketers, or developers who need a reliable way to verify leads, manage event signups, or onboard customers using WhatsApp. How it works? This n8n automation listens for form submissions via a webhook, validates the provided WhatsApp number using the Rapiwa API, sends a confirmation message if the number is verified, and then appends the submission data to a Google Sheet, marking each entry as verified or unverified. Features Webhook Trigger**: Captures form submissions via HTTP POST Data Cleaning**: Formats and sanitizes the WhatsApp number Rapiwa API Integration**: Checks if the number is registered on WhatsApp Conditional Messaging**: Sends confirmation messages only to verified WhatsApp users Google Sheets Integration**: Appends all submissions with a validity status Auto Timestamping**: Adds the submission date in YYYY-MM-DD format Throttling Support**: Built-in delay to avoid hitting API or sheet rate limits Separation of Verified/Unverified**: Distinct handling for both types of entries Nodes Used in the Workflow Webhook** Format Webhook Response Data** (Code) Loop Over Items** (Split In Batches) Cleane Number** (Code) check valid whatsapp number** (HTTP Request) If** (Conditional) Send Message Using Rapiwa** verified append row in sheet** (Google Sheets) unverified append row in sheet** (Google Sheets) Wait1** How to set up? Webhook Add a Webhook node to the canvas. Set HTTP Method to POST. Copy the Webhook URL path (/a9b6a936-e5f2-4xxxxxxxxxe0a970d5). In your frontend form or app, make a POST request to: The request body should include: { "business_name": "ABC Corp", "location": "New York", "whatsapp": "+1 234-567-8901", "email": "user@example.com", "name": "John Doe" } Format Webhook Response Data Add a Code node after the Webhook node. Use this JavaScript code: const result = $input.all().map(item => { const body = item.json.body || {}; const submitted_date = new Date().toISOString().split('T')[0]; return { business_name: body.business_name, location: body.location, whatsapp: body.whatsapp, email: body.email, name: body.name, submitted_date: submitted_date }; }); return result; Loop Over Items Insert a SplitInBatches node after the data formatting. Set the Batch Size to a reasonable number (e.g. 1 or 10). This is useful for processing multiple submissions at once, especially if your webhook receives arrays of entries. Note: If you expect only one submission at a time, it still helps future-proof your workflow. Cleane Number Add a Code node named Cleane Number. Paste the following JavaScript: const items = $input.all(); const updatedItems = items.map((item) => { const waNo = item?.json["whatsapp"]; const waNoStr = typeof waNo === 'string' ? waNo : (waNo !== undefined && waNo !== null ? String(waNo) : ""); const cleanedNumber = waNoStr.replace(/\D/g, ""); item.json["whatsapp"] = cleanedNumber; return item; }); return updatedItems; Check WhatsApp Number using Rapiwa Add an HTTP Request node. Set: Method: POST URL: https://app.rapiwa.com/api/verify-whatsapp Add authentication: Type: HTTP Bearer Credentials: Select or create Rapiwa token In Body Parameters, add: number: ={{ $json.whatsapp }} This API call checks if the WhatsApp number exists and is valid. Expected Output: { "success": true, "data": { "number": "+88017XXXXXXXX", "exists": true, "jid": "88017XXXXXXXXXXXXX", "message": "✅ Number is on WhatsApp" } } Conditional If Check Add an If node after the Rapiwa validation. Configure the condition: Left Value: ={{ $json.data.exists }} Operation: true If true → valid number → go to messaging and append as "verified". If false → go to unverified sheet directly. Note: This step branches the flow based on the WhatsApp verification result. Send WhatsApp Message (Rapiwa) Add an HTTP Request node under the TRUE branch of the If node. Set: Method: POST URL: https://app.rapiwa.com/api/send-message Authentication: Type: HTTP Bearer Use same Rapiwa token Body Parameters: number: ={{ $json.data.phone }} message_type: text message: Hi {{ $('Cleane Number').item.json.name }}, Thanks! Your form has been submitted successfully. This sends a confirmation message via WhatsApp to the verified number. Google Sheets – Verified Data Add a Google Sheets node under the TRUE branch (after the message is sent). Set: Operation: Append Document ID: Choose your connected Google Sheet Sheet Name: Set to your active sheet (e.g., Sheet1) Column Mapping: Business Name: ={{ $('Cleane Number').item.json.business_name }} Location: ={{ $('Cleane Number').item.json.location }} WhatsApp Number: ={{ $('Cleane Number').item.json.whatsapp }} Email : ={{ $('Cleane Number').item.json.email }} Name: ={{ $('Cleane Number').item.json.name }} Date: ={{ $('Cleane Number').item.json.submitted_date }} validity: verified Use OAuth2 Google Sheets credentials for access. Note: Make sure the sheet has matching column headers. Google Sheets – Unverified Data Add a Google Sheets node under the FALSE branch of the If node. Use the same settings as the verified node, but set: validity: unverified This stores entries with unverified WhatsApp numbers in the same Google Sheet. Wait Node Add a Wait node after both Google Sheets nodes. Set Wait Time: Value: 2 seconds This delay prevents API throttling and adds buffer time before processing the next item in the batch. Google Sheet Column Reference A Google Sheet formatted like this ➤ Sample Sheet | Business Name | Location | WhatsApp Number | Email | Name | validity | Date | |---------------------|--------------------|------------------|----------------------|------------------|------------|------------| | SpaGreen Creative | Dhaka, Bangladesh | 8801322827799| contact@spagreen.net | Abdul Mannan | unverified | 2025-09-14 | | SpaGreen Creative | Bagladesh | 8801322827799| contact@spagreen.net| Abdul Mannan | verified | 2025-09-14 | > Note: The Email column includes a trailing space. Ensure your column headers match exactly to prevent data misalignment. How to customize the workflow Modify confirmation message with your brand tone Add input validation for missing or malformed fields Route unverified submissions to a separate spreadsheet or alert channel Add Slack or email notifications on new verified entries Notes & Warnings Ensure your Google Sheets credential has access to the target sheet Rapiwa requires an active subscription for API access Monitor Rapiwa API limits and adjust wait time as needed Keep your webhook URL protected to avoid misuse Support & Community WhatsApp Support: Chat Now Discord: Join SpaGreen Community Facebook Group: SpaGreen Support Website: spagreen.net Developer Portfolio: Codecanyon SpaGreen

Automated Social Media Lead Processing with AI Summaries, Slack Alerts & Jira Ticketing This workflow automatically collects new lead messages from social media platforms, LinkedIn or web forms, filters relevant marketing inquiries using keywords, classifies and summarizes the lead with AI, logs it to Google Sheets, creates a Jira task and sends Slack notifications. Additionally, it generates weekly lead reports for team insights. It reduces manual triage, ensures no valid inquiry is missed and keeps your team updated with both immediate notifications and summary reports. Quick Start – Implementation Steps Connect your webhook to your social media inbox, LinkedIn, Twitter or web form. Add your OpenAI, Google Sheets, Jira and Slack credentials. Enable the workflow. Send a test message to confirm Google Sheets logging, Slack notification and Jira task creation. Activate the scheduler for weekly reports to track lead performance. What It Does This workflow performs the following key tasks: Filters incoming messages for marketing-related keywords like ad request, promo request, collaboration, partnership or social media inquiry. Uses OpenAI GPT to classify the lead into categories such as Sales, Support, Partnership, Influencer Inquiry or General Lead. Generates a short AI summary of the message. Logs structured lead data to Google Sheets, including username, source, category, summary and timestamp. Creates a Jira task automatically with summary, description, category and received time. Sends a Slack notification to alert the team instantly. Runs a scheduled workflow that aggregates weekly leads and sends a weekly report to Slack. This ensures a structured, automated pipeline for capturing, summarizing and assigning leads efficiently. Who’s It For Marketing and sales teams managing leads from social media and web forms. Agencies handling client campaigns and inquiries. Businesses that want automated notifications and ticketing. Teams using Slack and Jira for daily operations. Requirements to Use This Workflow n8n account or self-hosted instance. Webhook-enabled social media inbox or lead form. OpenAI API Key. Slack Bot Token with channel posting permission. Jira Software Cloud API credentials. Google Sheets credentials. Predefined keyword list for filtering messages. How It Works & Setup Steps 1. Get DM (Webhook Trigger) Receives new messages from social media or web forms and starts the workflow. 2. Lead Keyword Filter (Code Node) Filters incoming messages for predefined marketing keywords and removes irrelevant or spam messages. 3. AI Lead Classifier (OpenAI Node) Classifies the lead into categories (Sales, Support, Partnership, Influencer Inquiry, General Lead) and generates a one-line summary using GPT-4.1. 4. AI Output Parser (Code Node) Parses AI JSON output and merges it with original message data, adding timestamp and structured fields. 5. Store Lead (Google Sheets Node) Logs structured lead data to Google Sheets including username, source, category, summary and timestamp. 6. Create Task (Jira Node) Automatically creates a Jira story or task in your selected project with the AI summary, category and timestamp. 7. Send a Summary (Slack Node) Sends a formatted message to your selected Slack channel, alerting your team of the new lead. 8. Weekly Reporting Schedule Trigger** – triggers the weekly reporting workflow. Extract Lead Data** – fetches all logged leads from Google Sheets. Weekly Lead Filter** – filters data to include leads from the last week. Report Data Formatter** – calculates total leads, category counts, source counts and example leads. Weekly Report Slack** – sends a formatted weekly lead summary to Slack. How to Customize Nodes Keyword Filter Add or remove keywords in the JavaScript code to match your specific lead types or campaigns. AI Classification Update the OpenAI prompt for different summary lengths, tones, or lead categories. Google Sheets Logging Map additional columns like email, phone or campaign source as needed. Jira Fields Customize summary, description, labels, priority or assignees based on your project requirements. Slack Message Format Modify emojis, line breaks and formatting to suit your team’s Slack notifications. Add-Ons (Extend the Workflow) Send email alerts for high-priority leads. Trigger WhatsApp replies using an API provider. Integrate with CRMs like HubSpot, Zoho or Salesforce. Add sentiment analysis to detect frustrated or VIP users. Automate daily or weekly analytics reports to Slack. Use Case Examples Collecting Instagram, LinkedIn and Twitter DMs and logging them to Google Sheets. Creating automated Jira tickets for marketing inquiries. Sending instant Slack notifications for new leads. Filtering out irrelevant messages and only processing valid marketing leads. Generating weekly lead summary reports for team review. Troubleshooting Guide | Issue | Possible Cause | Solution | |-------|----------------|----------| | No leads appearing | Webhook not receiving messages | Check webhook URL and ensure messages are sent correctly | | AI summary empty | OpenAI API key invalid or model limit reached | Regenerate API key / check usage | | Jira task not created | Missing required Jira fields or incorrect project ID | Add required fields or update Jira project settings | | Slack message not sent | Wrong channel ID or missing permissions | Reconnect Slack credentials | | Filter passes 0 items | Keywords do not match | Update or expand keyword list in filter node | Need Help? If you need assistance setting up this workflow, customizing nodes, building add-ons or automating more processes, our n8n workflow development team at WeblineIndia is happy to help. We can guide you through integrations, scaling or building end-to-end automation systems tailored to your business.

Problem: 🚨It is difficult to manually track changing flight prices and quickly identify the best time to book a ticket. Many travelers miss deals or spend too much time monitoring fares for their specific routes and travel dates. Prerequisites: An active SerpAPI account (for flight search API access) Gmail or another email service account (for email alerts) This would be helpful for: Frequent flyers wanting to book flights at the lowest price Budget travelers planning trips in advance Corporate travelers managing travel expenses Travel agencies monitoring deals for clients Step-by-step workflow: Takes 5-10 minutes to set up Set your preferred flight route and travel date Choose the price alert threshold Automatically monitor flight prices at your selected interval Get notified by email when a price drop is detected Sample Query Input: Origin: “JFK” (New York) Destination: “SEA” (Seattle) Outbound Date: “2025-09-06” Price Threshold: $250 Notification Email: your@email.com Output: If flight from JFK to SEA on 2025-09-06 drops to $250 or below, you’ll receive an email notification: “Hi! The flight price to Seattle just dropped to $242. Book your ticket now!”