Workflow Templates

Who’s it for Traders, operations teams, and finance-minded founders who want a low-maintenance USD/JPY monitor that blends live pricing with short, news-aware AI commentary—delivered straight to email on a reliable cadence. How it works / What it does On a fixed schedule (every 4 hours), the workflow fetches the latest USD→JPY spot rate, enriches it with recent market context via a search tool, and asks an AI agent to produce a concise, structured take (trend, key drivers, and a buy/sell/neutral stance with rationale). The final summary is sent by email so stakeholders can skim, log, or forward without opening n8n. The design favors clarity (renamed nodes, sticky notes) and safety (no hardcoded secrets). How to set up Open Set (Fields) — Configure me and enter your Tavily API key and notification email. In Send results via Gmail, attach your email credential (or swap to SMTP/another provider). (Optional) Point LLM provider (configure) to your preferred model/vendor. Enable the schedule or adjust the interval to match your cadence. Requirements Tavily (or compatible) Search API key Email credential in n8n (Gmail or SMTP) An n8n instance with internet access How to customize the workflow Change the schedule frequency or trading window. Swap the rate source, add indicators (MA/RSI), or log to Sheets/DB. Extend the AI prompt and output schema for risk flags or position sizing. Add Slack/Telegram delivery or dashboards for team visibility. Disclaimer (community nodes) If you use community/experimental nodes, publish as self-hosted only and include a static workflow image at the top of your listing.

📊 Description Streamline your HR recruitment process with this intelligent automation that reads candidate emails and resumes, analyzes them using GPT-4, and automatically shortlists or rejects applicants based on skill and experience match. 📩🤖 The workflow updates your HR Google Sheet with detailed AI evaluations, notifies recruiters on Slack about high-scoring candidates, and sends personalized shortlist or rejection emails to applicants — all in one seamless flow. 🚀 What This Template Does 1️⃣ Trigger – Monitors the HR Gmail inbox for new job applications with attachments. 📬 2️⃣ Extracts Resume Data – Uploads attached resumes to Mistral OCR to extract text for analysis. 📄 3️⃣ Combines Inputs – Merges candidate email data and resume content for complete context. 🔗 4️⃣ AI Evaluation – GPT-4 analyzes the candidate’s qualifications against job requirements in a connected Google Sheet. 🧠 5️⃣ Scoring & Recommendation – Generates a structured JSON output with job fit summary, skill match, AI score, and recommendation (Shortlist or Reject). 📊 6️⃣ Record Update – Logs AI evaluation results in a Google Sheet for centralized tracking. 📋 7️⃣ Communication – Sends professional shortlist or rejection emails to applicants via Gmail. 💌 8️⃣ Team Alert – Notifies HR on Slack when a high-scoring candidate is detected. 🔔 Key Benefits ✅ Saves hours of manual resume screening and sorting ✅ Ensures consistent, unbiased candidate evaluation ✅ Provides detailed AI-driven insights for every applicant ✅ Automates communication and record-keeping ✅ Improves HR productivity and response speed Features Gmail trigger for new candidate emails Resume text extraction via Mistral OCR API GPT-4–powered resume and email evaluation Integration with Google Sheets for HR requirement mapping Slack notifications for shortlisted candidates Automated shortlist/rejection emails with custom templates Structured AI output for analytics and reporting Requirements Gmail OAuth2 credentials for inbox and email automation Google Sheets OAuth2 credentials with edit access OpenAI API key (GPT-4 or GPT-4o-mini) Slack Bot token with chat:write permissions Mistral AI OCR API key for resume text extraction Target Audience HR and recruitment teams managing large applicant volumes 🧑‍💼 Talent acquisition managers looking for AI-driven screening 🤖 Organizations standardizing hiring communication 💬 Agencies building automated candidate evaluation systems 📈 Step-by-Step Setup Instructions 1️⃣ Connect your Gmail account and configure the inbox trigger. 2️⃣ Add Mistral API credentials for resume OCR extraction. 3️⃣ Set up your Google Sheet with job role requirements and access credentials. 4️⃣ Add OpenAI credentials (GPT-4 or GPT-4o-mini) for AI evaluation. 5️⃣ Configure Slack credentials and HR channel ID for alerts. 6️⃣ Test with a sample application to ensure correct data mapping. 7️⃣ Activate the workflow to start automated recruitment processing. ✅

Objective: Automatically categorize incoming emails based on existing Gmail labels or create a new label if none match. Tools: - Get message - Read all labels - Create label - Assign label to message...

Automate your lead qualification process with AI-driven scoring! This workflow captures website form submissions, automatically scores leads using AI based on custom criteria, stores data in Google Sheets, sends instant notifications to your sales team via Telegram, and delivers personalized auto-reply emails to prospects. Who's it for Sales and marketing teams managing inbound leads Agencies handling client inquiries SaaS companies qualifying trial signups B2B businesses prioritizing lead follow-up Service providers automating client onboarding How it works Webhook receives form submission from your website Extracts all form fields (name, email, company, etc.) AI analyzes submission and assigns priority score (⚪️🟢🔵🟣🔴) Combines form data with AI score Saves complete lead data to Google Sheets Sends instant notification to sales team via Telegram Delivers personalized auto-reply email to prospect

Streamline the final stage of your content production workflow by automating publishing, formatting, metadata generation, and approval routing. This AI-powered subworkflow pulls optimized drafts from Google Sheets, enriches them with SEO metadata, converts them into publish-ready HTML, and delivers them via email and Slack for approval or distribution. Ideal for teams managing high-volume content pipelines with structured review processes. ✨📝🚀 What This Template Does Triggers via chat to start the content publishing process. 💬 Fetches the latest optimized content draft from Google Sheets using a content ID. 📄 Prepares metadata such as topic, intent, platform, and parameters. 🧩 Uses an AI agent (GPT-4) to generate SEO metadata, HTML-formatted article, tags, and structured publish data. 🤖 Enforces JSON structure to ensure consistent output formatting. 🧱 Saves the publish-ready content (title, meta description, HTML, tags) back into Google Sheets for version tracking. 📊 Sends the content to an approver via Gmail with a previewed HTML body. 📧 Awaits approval and branches based on decision. 🔀 If approved, sends the final published content to the intended recipient via Gmail. 📨 Sends a success confirmation message to Slack for team visibility. 📢 Key Benefits ✅ AI-generated SEO optimization, metadata, and HTML formatting ✅ Centralizes content versioning within Google Sheets ✅ Automates approval workflows and content delivery ✅ Ensures consistent output structure with JSON parsing ✅ Reduces manual formatting, editing, and routing tasks ✅ Delivers instant Slack notifications for team transparency Features Chat-triggered publishing workflow Google Sheets content retrieval and storage AI-driven formatting, metadata generation, HTML conversion Structured JSON enforcement for clean automation Gmail integration for approval + publishing Slack notifications for successful publication Short-term memory support for context persistence Requirements Google Sheets OAuth2 credentials OpenAI API key (GPT-4 or GPT-4 mini) Gmail OAuth2 credentials for sending and receiving approval messages Slack API credentials with chat:write access Preconfigured Google Sheet containing optimized content drafts Target Audience Content operations teams handling recurring content workflows SEO and marketing teams producing high-volume articles Agencies managing structured approval pipelines Automation specialists building content publishing systems Teams needing standardized, AI-enhanced HTML content Step-by-Step Setup Instructions Connect your Google Sheets OAuth2 credential and replace the sheet/document IDs. 🗂️ Add your OpenAI API key for the AI Publishing Agent. 🔑 Connect Gmail credentials for both approval and final publishing emails. 📧 Update all email addresses and Slack channel IDs with your own. ✏️ Modify metadata fields (topic, intent, platform) if needed. 🎯 Run the workflow with a sample content ID to verify the flow. 🔍 Enable and integrate as a subworkflow inside your main content pipeline. 🚀

Description This workflow is built for e-commerce store owners, customer support teams, and retail businesses who want to provide instant, intelligent email support without hiring additional staff. If you're tired of manually responding to customer inquiries, searching through product catalogs, and copying information into emails, this automation will transform your support process. It turns your inbox into a smart AI-powered support system that reads, understands, and responds to customer questions about your store products while you focus on growing your business. How it works / What it does: This n8n automation completely transforms how you handle customer email inquiries using AI and Retrieval-Augmented Generation (RAG) technology. Here's a simple breakdown of how it works: Monitor your Gmail inbox using the Gmail Trigger node, which checks every minute for new customer emails (excluding emails sent by you). Assess if a reply is needed with an AI-powered classification system. The workflow uses GPT-4.1 with a structured JSON parser to determine whether incoming emails are genuine customer inquiries about your men's clothing store that require a response. Filter relevant emails through the If Needs Reply node, which only passes emails that need attention to the AI Agent, preventing unnecessary processing. Generate intelligent responses using an AI Agent powered by GPT-4.1-nano. The agent uses a friendly, professional tone and starts each email with "Dear" and ends with "Best regards" to maintain proper email etiquette. Search your knowledge base with a Vector Store RAG tool connected to Pinecone. The AI Agent queries your men's clothing product database using OpenAI embeddings to find accurate, up-to-date information about prices, features, and product details. Send personalized replies automatically through the Gmail node, which responds directly to the original email thread with clear, concise, and empathetic answers to customer questions. Once everything is set up, the system runs on autopilot and provides 24/7 customer support without any manual intervention. How to set up: Follow these steps to get your AI-powered email support system running: Import the JSON file into your n8n instance. Add your API credentials: Gmail OAuth2 credentials for reading and sending emails OpenAI API key for the AI Agent and embeddings Pinecone API credentials for vector storage Set up your Pinecone vector database: Create a Pinecone index. Create a namespace. Upload your store data to the vector store Configure the Gmail Trigger node to monitor the correct email account. Customize the AI Agent's system message to match your brand voice and support policies. Activate the workflow to enable automatic monitoring and responses. Requirements: Before running the workflow, make sure you have the following: An n8n account or instance (self-hosted or n8n Cloud) A Gmail account for receiving and sending customer emails OpenAI API access for the AI Agent and embeddings (GPT-4.1 and GPT-4.1-nano models) A Pinecone account with a configured vector database containing your product information Your store data, product catalog prepared and uploaded to Pinecone How to customize the workflow: This workflow is flexible and can be customized to fit your business needs. Here's how you can tailor it: Adjust the response style by modifying the system message in the AI Agent node. You can make it more casual, formal, or brand-specific. Add response length controls by updating the system message instructions. Currently set to keep responses short and concise, you can adjust this for more detailed explanations. Change the polling frequency in the Gmail Trigger node. The default is every minute, but you can adjust it to check more or less frequently based on your email volume. Filter specific types of emails by modifying the filters in the Gmail Trigger and "Assess if message needs a reply" nodes to handle specific subjects, senders, or keywords. Connect to different email platforms by replacing the Gmail nodes with other email services like Outlook, IMAP, or customer support platforms. Add human-in-the-loop approval by inserting a webhook or notification node before the Gmail reply node, allowing manual review before sending responses. Implement response tracking by adding database nodes to log all AI-generated responses for quality control and training purposes. Add multi-language support by incorporating translation nodes or configuring the AI Agent to detect and respond in the customer's language.

Stop drowning in job applications. This workflow transforms your hiring process from a manual, time-consuming data-entry task into an automated, intelligent screening system. When a candidate applies via your Jotform, this workflow automatically: Downloads their PDF resume (even from private links). Extracts the text from the resume and reads their cover letter. Compares the application to the Notion job description using Gemini AI. Generates an "AI Fit Score" (0-100) and a concise summary. Filters out low-scoring applicants. Creates a new, fully detailed candidate page in your Notion database, linked to the correct job. Instantly alerts your hiring team on Slack with the candidate's score and summary. Sends an automated confirmation email to the candidate. Features Triggers on New Jotform Submissions: Kicks off the moment a candidate clicks "Apply Now." Handles Private Files: Securely downloads private resume files from Jotform using your API key. PDF Text Extraction: Automatically reads the text from any uploaded PDF resume. Deep AI Analysis: Uses Gemini AI to compare the candidate's resume and cover letter against the specific job description from Notion. Relational Database Linking: Automatically links the new candidate to the correct "Open Position" page in Notion. Automated Quality Filtering: An IF node stops low-scoring candidates from cluttering your database. Multi-Channel Communication: Provides instant feedback to your team (Slack) and the candidate (Email). Nodes Used 🟣 Jotform Trigger (Jotform Trigger) ✉️ Gmail (Send Confirmation Email) ⬇️ HTTP Request (Download Resume PDF) 📄 Extract From File (Read Resume Text) 🔍 Notion (Find Job in Notion) 🖇️ Merge (Combine Data) 🧠 AI Agent (AI Candidate Analysis) ❓ IF (Score > 40?) ➕ Notion (Create Candidate in Notion) 📣 Slack (Alert Hiring Team) 🚫 No Operation, do nothing (Ignore (Score < 40)) How to use this template This template requires manual setup due to Jotform's unique Question IDs (QIDs). Please follow these steps carefully. ⚠️ CRITICAL WARNING ON JOTFORM QIDs To get the file URL, this template requires you to turn "Resolve Data" OFF in the Jotform Trigger. This means the workflow uses Question IDs (e.g., q7_positionApplying, q8_typeA8) instead of human-readable labels. Your QIDs will be different from the ones in this template. You must run the trigger once, find your QIDs, and replace them in the downstream nodes. 1. Set up Jotform and Notion (See "More Information" section below) Before you start, create your Jotform form and your two Notion databases ("Open Positions" and "Candidates") as described at the end of this document. 2. Configure the Jotform Trigger Node Credentials: Connect your Jotform account. Form: Select your "Job Application" form. IMPORTANT: In the node Parameters, find the "Resolve Data" option and turn it OFF. Test: Run a test by submitting your form. Look at the output and write down your unique QIDs for each field (e.g., q3_fullName, q7_positionApplying, q8_typeA8, uploadYour). 3. Configure the Download Resume PDF (HTTP Request) Node Credentials: This node needs your Jotform API Key. Authentication: Query Auth Credential: Create new Header Auth credentials. Name: Jotform API Key (Query) Parameter Name: apiKey Parameter Value: [Paste your Jotform API Key here] URL: Replace uploadYour in the expression {{ $('Jotform Trigger').item.json.uploadYour[0] }} with the QID for your file upload field. 4. Configure the Find Job in Notion Node (See the "Required Notion Setup" section at the end of this document for detailed instructions on how to build this database) Credentials: Connect your Notion credentials. Database ID: Select your "Open Positions" database. Filter Value: Replace q7_positionApplying in the expression {{ $('Jotform Trigger').item.json.q7_positionApplying }} with the QID for your "Position" dropdown. 5. Configure the AI Candidate Analysis Node Credentials: Connect your Google AI (Gemini) credentials. Prompt: In the prompt, find the line for "Candidate's Cover Letter". Replace q8_typeA8 in the expression {{ $('Jotform Trigger').item.json.q8_typeA8 }} with the QID for your cover letter field. 6. Configure the IF (Score > 40?) Node No credentials needed. You can change the "Value 2" from 40 to any score you want to use as your quality filter. 7. Configure the Create Candidate in Notion Node (See the "Required Notion Setup" section at the end of this document for detailed instructions on how to build this database) This is the most important step. Connect your Notion credentials and select your "Candidates" database. You must go through every single property and replace my QIDs with your QIDs from the Jotform trigger. Candidate Name: {{ $('Jotform Trigger').item.json.q3_fullName.first }} ... (Replace q3_fullName) Email: {{ $('Jotform Trigger').item.json.q4_email }} (Replace q4_email) Phone: {{ $('Jotform Trigger').item.json.q5_phoneNumber?.full ? ... (Replace q5_phoneNumber) Position (Relation): This expression, {{ $('Find Job in Notion').item.json.id }}, is correct. AI Summary, Score, Skills: These expressions are also correct. Resume (File): In the URL field, replace uploadYour with your file QID. 8. Configure Communication Nodes Send Confirmation Email (Gmail): Connect your email credentials and customize the email body. Alert Hiring Team (Slack): Connect your Slack credentials and select your desired channel (e.g., #hiring). 9. Activate your Workflow\! Once all steps are configured and QIDs are replaced, save and activate your workflow. How to Adapt the Template Log Rejected Candidates: Connect the false (No) output of the IF (Score > 40?) node to a Google Sheets node to keep a log of all candidates who didn't meet the score threshold. Change the AI Prompt: Edit the prompt in the AI Candidate Analysis node to ask for different insights, such as "List 3 potential red flags" or "Estimate years of experience." Use a Different AI: Replace the Google AI node with an OpenAI or Claude node. Change Notifications: Swap the Slack node for Discord, Microsoft Teams, or a simple email notification. More Information About Jotform Jotform is a powerful and easy-to-use online form builder perfect for creating professional job application forms. Its flexibility with file uploads and webhooks makes it an ideal trigger for this n8n automation. If you don't have an account, you can get started using the link above. Required Jotform Fields Your Jotform must have these fields for the template to work: Full Name Email Phone Number (Can be optional) File Upload (Label: Upload Your Resume) Crucial: Set the file type option to pdf only. Dropdown (Label: Position Applying For) Crucial: The options (e.g., "Marketing Manager") must exactly match the page titles in your "Open Positions" Notion database. Long Text (Label: Summary / Cover Letter) Required Notion Setup This workflow requires two separate databases in Notion that are linked together. Both databases must be shared with your n8n integration. Database 1: "Open Positions" This database holds your job descriptions. The AI reads from this database to understand the job requirements. Create a new Table database in Notion named Open Positions. Create the following properties: Name (Title): This is the job title. It must exactly match the options in your Jotform dropdown (e.g., "Marketing Manager"). Job Description (Text): A text field where you will paste the full job description for the role. Database 2: "Candidates" This database will store every new applicant and their AI-generated score. Create a new Table database in Notion named Candidates. Create the following properties to store the data: Candidate Name (Title): This will be filled with the applicant's name from the form. Email (Email): Stores the candidate's email. Phone (Phone): Stores the candidate's phone number. Resume (File): Stores the link to the resume PDF. AI Summary (Text): Stores the 2-sentence summary from the AI. AI Fit Score (Number): Stores the 0-1S00 score from the AI. Key Skills (Multi-select): Stores the skills array generated by the AI. Position (Relation): This is the final, crucial property. Type: Select Relation. Database: In the menu, search for and select your "Open Positions" database. IMPORTANT: A toggle labeled "Show on 'Open Positions'" will appear. You must turn this toggle ON. This creates a two-way relation, which is required for n8n to see and use this property.

🚀 Build Hyper-Targeted Prospecting Lists with Surfe & HubSpot This template automatically discovers companies that match your Ideal Customer Profile (ICP), finds the right people inside those companies and enriches them — ready to drop straight into HubSpot. Launch the workflow, sit back, and get a clean list of validated prospects in minutes. 1. ❓ What Problem Does This Solve? Sourcing prospects that truly fit your ICP is slow and repetitive. You jump between databases, copy domains, hunt down decision-makers, and then still have to enrich emails and phone numbers one by one. This workflow replaces all that manual effort: It queries Surfe’s database for companies that match your exact industry, size, revenue and geography filters. It pulls the best-fit people inside each company and enriches them in bulk. It keeps only records with both a direct email and mobile phone, then syncs them to HubSpot automatically. No spreadsheets, no copy-paste — just a fresh, qualified prospect list ready for outreach. 2. 🧰 Prerequisites You’ll need: A self-hosted or cloud instance of n8n A Surfe API Key A HubSpot Private App Token with contact read/write scopes A Gmail account (OAuth2) for the completion notification The workflow JSON file linked above N8N_FLOW_2__Building_Prospecting_Lists.json 3. 📌 Search ICP Companies Configuration — Fine-Tune Your Targeting 3.1 Editing the JSON Every targeting rule lives inside the “🔍 Search ICP Companies” HTTP node. Open the node Search ICP Companies → Parameters tab → JSON Body to edit the filters. | Filter | JSON path | What it does | Example | | --- | --- | --- | --- | | industries | filters.industries | Narrow to specific verticals (case-sensitive strings) | ["Software","Apps","SaaS"] | | employeeCount.from / to | filters.employeeCount | from / to | 1 / 35 | | countries | filters.countries | 2-letter ISO codes | ["FR","DE"] | | revenues | filters.revenues | Annual revenue brackets | ["1-10M"] | | limit | limit | Companies per run | 20 | 3.2 Where to find allowed values Surfe exposes an “🗂 Get Filters” endpoint that returns every accepted value for: industries employeeCounts revenues countries (always ISO-2 codes) You can hit it with a simple GET /v1/people/search/filters request or browse the interactive docs here: https://developers.surfe.com/public-008-people-filters developers.surfe.com For company-level searches, the same enumerations apply. 4. ⚙️ Setup Instructions 4.1 🔐 Create Your Credentials in n8n 4.1.1 🚀 Surfe API In your Surfe dashboard → Use Surfe Api → copy your API key Go to n8n → Credentials → Create Credential Choose Credential Type: Bearer Auth Name it something like SURFE API Key Paste your API key into the Bearer Token Save 4.1.2 📧 Gmail OAuth2 API Go to n8n → Credentials Create new credentials: Type: Gmail OAuth2 API A pop-up window will appear where you can log in with your Google account that is linked to Gmail Make sure you grant email send permissions when prompted 4.1.3 🎯 HubSpot 🔓 Private App Token Go to HubSpot → Settings → Integrations → Private Apps Create an app with scopes: crm.objects.contacts.read crm.objects.contacts.write crm.schemas.contacts.read Save the App token Go to n8n → Credentials → Create Credential → HubSpot App Token Paste your App Token ✅ You are now all set for the credentials 4.2 📥 Import and Configure the N8N Workflow Import the provided JSON workflow into N8N Create a New Blank Workflow click the … on the top left Import from File 4.2.1 🔗 Link Nodes to Your Credentials In the workflow, link your newly created credentials to each node of this list : Surfe HTTP nodes: Authentication → Generic Credential Type Generic Auth Type → Bearer Auth Bearer Auth → Select the credentials you created before Gmail Node Credentials to connect with → Gmail account Hubspot Node →Credentials to connect with → Gmail account Surfe HTTP nodes Surfe HTTP nodes HubSpot node → Credentials to connect with → select your HubSpot credentials in the list 5. 🔄 How This N8N Workflow Works Manual Trigger – Click Execute Workflow (or schedule it) to start. Search ICP Companies – Surfe returns company domains that match your filter set. Prepare JSON Payload with Company Domains – Formats the domain list for the next call. Search People in Companies – Finds people inside each company. Prepare JSON Payload Enrichment Request – Builds the bulk-enrichment request. Surfe Bulk Enrichments API – Launches one enrichment job for the whole batch. Wait + Polling loop – Checks job status every 3 seconds until it’s COMPLETED. Extract List of People – Pulls the enriched contacts from Surfe’s response. Filter: phone AND email – Keeps only fully reachable prospects (email and mobile). HubSpot: Create or Update – Inserts/updates each contact in HubSpot. Gmail – Sends you a “Your ICP prospecting enrichment is done” email. 6. 🧩 Use Cases Weekly prospect list refresh** – Generate 50 perfectly-matched prospects every Monday morning. Territory expansion** – Spin up a list of SMB software CEOs in a new country in minutes. ABM prep** – Build multi-stakeholder buying-group lists for target accounts. Campaign-specific lists** – Quickly assemble contacts for a limited-time product launch. 7. 🛠 Customization Ideas prepare 🎯 Refine filters for people – Add seniorities or other filters in the node JSON PAYLOAD WITH Company Domains use the surfe search people api doc https://developers.surfe.com/public-009-search-people-v2 ♻️ Deduplicate – Check HubSpot first to skip existing contacts. 🟢 Slack alert – Replace Gmail with a Slack notification. 📊 Reporting – Append enriched contacts to a Google Sheet for analytics. 8. ✅ Summary Fire off the workflow, and n8n will find ICP-fit companies, pull key people, enrich direct contact data and drop everything into HubSpot — all on autopilot. Prospecting lists, done for you.

Automatically detect, classify, and document GitHub API errors using AI. This workflow connects GitHub, OpenAI (GPT-4o), Airtable, Notion, and Slack to build a real-time, searchable API error knowledge base — helping engineering and support teams respond faster, stay aligned, and maintain clean documentation. ⚙️📘💬 🚀 What This Template Does 1️⃣ Triggers on new or updated GitHub issues (API-related). 🪝 2️⃣ Extracts key fields (title, body, repo, and link). 📄 3️⃣ Classifies issues using OpenAI GPT-4o, identifying error type, category, root cause, and severity. 🤖 4️⃣ Validates & parses AI output into structured JSON format. ✅ 5️⃣ Creates or updates organized FAQ-style entries in Airtable for quick lookup. 🗂️ 6️⃣ Logs detailed entries into Notion, maintaining an ongoing issue knowledge base. 📘 7️⃣ Notifies the right Slack team channel (DevOps, Backend, API, Support) with concise summaries. 💬 8️⃣ Tracks & prevents duplicates, keeping your error catalog clean and auditable. 🔄 💡 Key Benefits ✅ Converts unstructured GitHub issues into AI-analyzed documentation ✅ Centralizes API error intelligence across teams ✅ Reduces time-to-resolution for recurring issues ✅ Maintains synchronized records in Airtable & Notion ✅ Keeps DevOps and Support instantly informed through Slack alerts ✅ Fully automated, scalable, and low-cost using GPT-4o ⚙️ Features Real-time GitHub trigger for API or backend issues GPT-4o-based AI classification (error type, cause, severity, confidence) Smart duplicate prevention logic Bi-directional sync to Airtable + Notion Slack alerts with contextual AI insights Modular design — easy to extend with Jira, Teams, or email integrations 🧰 Requirements GitHub OAuth2 credentials OpenAI API key (GPT-4o recommended) Airtable Base & Table IDs (with fields like Error Code, Category, Severity, Root Cause) Notion integration with database access Slack Bot token with chat:write scope 👥 Target Audience Engineering & DevOps teams managing APIs Customer support & SRE teams maintaining FAQs Product managers tracking recurring API issues SaaS orgs automating documentation & error visibility 🪜 Step-by-Step Setup Instructions 1️⃣ Connect your GitHub account and enable the “issues” webhook event. 2️⃣ Add OpenAI credentials (GPT-4o model for classification). 3️⃣ Create an Airtable base with fields: Error Code, Category, Root Cause, Severity, Confidence. 4️⃣ Configure your Notion database with matching schema and access. 5️⃣ Set up Slack credentials and choose your alert channels. 6️⃣ Test with a sample GitHub issue to validate AI classification. 7️⃣ Enable the workflow — enjoy continuous AI-powered issue documentation!

Description This workflow lets you upload a PDF document and automatically analyze it with AI. It extracts the text, summarizes the content, flags key clauses or risks, and then delivers the results via Gmail while also storing them in Google Sheets for tracking. It’s designed for legal, compliance, or contract review use cases, but can be adapted for any document analysis scenario. Test it here: PDF Document Assistant 🔹 Instructions / Setup Webhook Input Upload a PDF document by sending it to the webhook URL. Extract from File The workflow extracts text from the uploaded PDF. Pre-processing (Code Node) Cleans and formats extracted text to remove unwanted line breaks or artifacts. Basic LLM Chain (OpenAI) Summarizes or restructures document content using OpenAI. Adjust the prompt inside to fit your analysis needs (summary, risk flags, clause extraction). Post-processing (Code Node) Further structures the AI output into a clean format (JSON, HTML, or plain text). AI Agent (OpenAI) Runs deeper analysis, answers questions, and extracts insights. Gmail Sends the results to a recipient. Configure Gmail credentials and set your recipient address. Google Sheets Appends results to a Google Sheet for record-keeping or audits. Respond to Webhook Sends a quick acknowledgment back to confirm the document was received. 🔹 Credentials Needed OpenAI API key (for Chat Model + Agent) Gmail account (OAuth2) Google Sheets account (OAuth2) 🔹 Example Use Case Upload a contract PDF → workflow extracts clauses → AI flags risky terms → Gmail sends formatted summary → results stored in Google Sheets.

Description How it works This powerful workflow helps businesses and freelancers automatically manage invoices received on WhatsApp. It detects new messages, downloads attached invoices, extracts key data using OCR (Optical Character Recognition), summarizes the details with AI, updates Google Sheets for record-keeping, saves files to Google Drive, and instantly replies with a clean summary message all without manual effort. Perfect for small businesses, agencies, accountants, and freelancers who regularly receive invoices via WhatsApp. Say goodbye to manual data entry and hello to effortless automation. Set up steps Setup takes around 10–15 minutes: Connect your WhatsApp Cloud API to trigger incoming messages. Add your OCR.Space API key to extract invoice text. Link your Google Sheets and Google Drive accounts for data logging and storage. Enter your OpenAI API key for AI-based summarization. Import the template, test once, and you’re ready to automate your invoice workflow. Why use this workflow Save hours of manual data entry Keep all invoices safely stored and organized in Drive Get instant summaries directly in WhatsApp Improve efficiency for client billing, and expense tracking.

📘 Code of Conduct Q&A Slack Chatbot with RAG Powered > Empower employees to instantly access and understand the company’s Code of Conduct via a Slack chatbot, powered by Retrieval-Augmented Generation (RAG) and LLMs. 🧑‍💼 Who’s it for This workflow is designed for: HR and compliance teams** to automate policy-related inquiries Employees** who want quick answers to Code of Conduct questions directly inside Slack Startups or enterprises** that need internal compliance self-service tools powered by AI ⚙️ How it works / What it does This RAG-powered Slack chatbot answers user questions based on your uploaded Code of Conduct PDF using GPT-4 and embedded document chunks. Here's the flow: Receive Message from Slack: A webhook triggers when a message is posted in Slack. Check if it’s a valid query: Filters out non-user messages (e.g., bot mentions). Run Agent with RAG: Uses GPT-4 with Query Data Tool to retrieve relevant document chunks. Returns a well-formatted, context-aware answer. Send Response to Slack: Fetches user info and posts the answer back in the same channel. Document Upload Flow: HR can upload the PDF Code of Conduct file. It’s parsed, chunked, embedded using OpenAI, and stored for future query retrieval. A backup copy is saved to Google Drive. 🛠️ How to set up Prepare your environment: Slack Bot token & webhook configured (Sample slack app manifest: https://wisestackai.s3.ap-southeast-1.amazonaws.com/slack_bot_manifest.json) OpenAI API key (for GPT-4 & embedding) Google Drive credentials (optional for backup) Upload the Code of Conduct PDF: Use the designated node to upload your document (Sample file: https://wisestackai.s3.ap-southeast-1.amazonaws.com/20220419-ingrs-code-of-conduct-policy-en.pdf) This triggers chunking → embedding → data store. Deploy the chatbot: Host the webhook and connect it to your Slack app. Share the command format with employees (e.g., @CodeBot Can I accept gifts from partners?) Monitor and iterate: Improve chunk size or embed model if queries aren’t accurate. Review unanswered queries to enhance coverage. 📋 Requirements n8n (Self-hosted or Cloud) Slack App (with chat:write, users:read, commands) OpenAI account (embedding + GPT-4 access) Google Drive integration (for backups) Uploaded Code of Conduct in PDF format 🧩 How to customize the workflow | What to Customize | How to Do It | |-----------------------------|------------------------------------------------------------------------------| | 🔤 Prompt style | Edit the System & User prompts inside the Code Of Conduct Agent node | | 📄 Document types | Upload additional policy PDFs and tag them differently in metadata | | 🤖 Agent behavior | Tune GPT temperature or replace with different LLM | | 💬 Slack interaction | Customize message formats or trigger phrases | | 📁 Data Store engine | Swap to Pinecone, Weaviate, Supabase, etc. depending on use case | | 🌐 Multilingual support | Preprocess text and support locale detection via Slack metadata |