by vinci-king-01
How it works Turn Amazon into your personal competitive intelligence goldmine! This AI-powered workflow automatically monitors Amazon markets 24/7, delivering deep competitor insights and pricing intelligence that would take you 10+ hours of manual research weekly. Key Steps Daily Market Scan - Runs automatically at 6:00 AM UTC to capture fresh competitive data AI-Powered Analysis - Uses ScrapeGraphAI to intelligently extract pricing, product details, and market positioning Competitive Intelligence - Analyzes competitor strategies, pricing gaps, and market opportunities Keyword Goldmine - Identifies high-value keyword opportunities your competitors are missing Strategic Insights - Generates actionable recommendations for pricing and positioning Automated Reporting - Delivers comprehensive market reports directly to Google Docs Set up steps Setup time: 15-20 minutes Configure ScrapeGraphAI credentials - Add your ScrapeGraphAI API key for intelligent web scraping Set up Google Docs integration - Connect Google OAuth2 for automated report generation Customize Amazon search URL - Target your specific product category or market niche Configure IP rotation - Set up proxy rotation if needed for large-scale monitoring Test with sample products - Start with a small product set to validate data accuracy Set competitive alerts - Define thresholds for price changes and market opportunities Save 10+ hours weekly while staying ahead of your competition with real-time market intelligence!
by vinci-king-01
How it works This workflow automatically extracts data from invoice documents (PDFs and images) and processes them through a comprehensive validation and approval system. Key Steps Multi-Input Triggers - Accepts invoices via email attachments or direct file uploads through webhook. AI-Powered Extraction - Uses ScrapeGraphAI to extract structured data from invoice documents. Data Cleaning & Validation - Processes and validates extracted data against business rules. Approval Workflow - Routes invoices requiring approval through a multi-stage approval process. System Integration - Automatically sends validated invoices to your accounting system. Set up steps Setup time: 10-15 minutes Configure ScrapeGraphAI credentials - Add your ScrapeGraphAI API key for invoice data extraction. Set up Telegram connection - Connect your Telegram account for approval notifications. Configure email trigger - Set up IMAP connection for processing emailed invoices. Customize validation rules - Adjust business rules, amount thresholds, and vendor lists. Set up accounting system integration - Configure the HTTP request node with your accounting system's API endpoint. Test the workflow - Upload a sample invoice to verify the extraction and approval process. Features Multi-format support**: PDF, PNG, JPG, JPEG, TIFF, BMP Intelligent validation**: Business rules, duplicate detection, amount thresholds Approval automation**: Multi-stage approval workflow with role-based routing Data quality scoring**: Confidence levels and completeness analysis Audit trail**: Complete processing history and metadata tracking
by Michael Muenzer
This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Generates relevant keywords and questions from a a customer profile. Keyword data is enriched from ahref and everything is stored in a Google Sheet. This is great for market and customer research. Understanding search intent for a well defined audience and gives relevant actionable data in a fraction of time that manual research takes. How it works We'll define a customer profile in the 'Data' node We use an OpenAI LLM to fetch relevant search intent as keywords and questions We use an SEO MCP server to fetch keyword data from ahref free tooling The fetched data is stored in the Google sheet Set up steps Copy Google Sheet template and add it in all Google Sheet nodes Make sure that n8n has read & write permissions for your Google sheet. Add your list of domains in the first column in the Google sheet Add MCP credentials for seo-mcp Add OpenAI API credentials
by Rakin Jakaria
How it works: This project creates a personal AI knowledge assistant that operates through Telegram. The assistant can extract summaries from YouTube videos or online articles, store them in Google Sheets for later reference, and retrieve stored summaries when requested by the user. Step-by-step: Google Sheets Trigger:* The workflow starts by detecting a new YouTube or article URL added to a dedicated sheet (Sheet2*). It checks whether the link is already processed. Link Type Detection:** The system identifies if the URL is from YouTube or a standard article. Data Retrieval:** If it’s YouTube: Uses Apify to fetch the transcript. If it’s an article: Uses an HTTP Request node to fetch the webpage content. AI Summarization:* The transcript or article content is passed to *Google Gemini** for refined summarization. Google Sheets Storage:* The summary and title are appended to another sheet (Sheet1*) for long-term storage, along with a “Stored” status update in Sheet2. Telegram Assistant:** A Telegram Trigger listens for messages from the user. The assistant searches stored summaries in Google Sheets. If a match is found, it returns the result to the user on Telegram; otherwise, it politely apologizes.
by MANISH KUMAR
AI Agent for Dynamic Lead Distribution (HubSpot + Airtable) 🧠 AI-Powered Lead Routing and Sales Team Distribution This intelligent n8n workflow automates end-to-end lead qualification and allocation by integrating HubSpot, Airtable, OpenAI, Gmail, and Slack. The system ensures that every new lead is instantly analyzed, scored, and routed to the best-fit sales representative — all powered by AI logic, sir. 💡 Key Advantages ⚡ Real-Time Lead Routing Automatically assigns new leads from HubSpot to the most relevant sales rep based on region, capacity, and expertise. 🧠 AI Qualification Engine An OpenAI-powered Agent evaluates the lead’s industry, region, and needs to generate a persona summary and routing rationale. 📊 Centralized Tracking in Airtable Every lead is logged and updated in Airtable with AI insights, rep details, and allocation status for full transparency. 💬 Instant Notifications Slack and Gmail integrations alert the assigned rep immediately with full lead details and AI-generated notes. 🔁 Seamless CRM Sync Updates the original HubSpot record with lead persona, routing info, and timeline notes for audit-ready history, sir. ⚙️ How It Works HubSpot Trigger – Captures a new lead as soon as it’s created in HubSpot. Fetch Contact Data – Retrieves all relevant fields like name, company, and industry. Clean & Format Data – A Code node standardizes and structures the data for consistency. Airtable Record Creation – Logs the lead data into the “Leads” table for centralized tracking. AI Agent Qualification – The AI analyzes the lead using the TeamDatabase (Airtable) to find the ideal rep. Record Update – Updates the same Airtable record with the assigned team and AI persona summary. Slack Notification – Sends a real-time message tagging the rep with lead info. Gmail Notification – Sends a personalized handoff email with context and follow-up actions. HubSpot Sync – Updates the original contact in HubSpot with the assignment details and AI rationale, sir. 🛠️ Setup Steps Trigger Node:** HubSpot → Detect new leads. HubSpot Node:** Retrieve complete lead details. Code Node:** Clean and normalize data. Airtable Node:** Log lead info in the “Leads” table. AI Agent Node:** Process lead and match with sales team. Slack Node:** Notify the designated representative. Gmail Node:** Email the rep with details. HubSpot Node:** Update CRM with AI summary and allocation status, sir. 🔐 Credentials Required HubSpot OAuth2 API** – To fetch and update leads. Airtable Personal Access Token** – To store and update lead data. OpenAI API** – To power the AI qualification and matching logic. Slack OAuth2** – For sending team notifications. Gmail OAuth2** – For automatic email alerts to assigned reps, sir. 👤 Ideal For Sales Operations and RevOps teams managing multiple regions B2B SaaS and enterprise teams handling large lead volumes Marketing teams requiring AI-driven, bias-free lead assignment Organizations optimizing CRM efficiency with automation, sir 💬 Bonus Tip You can easily extend this workflow by adding lead scoring logic, language translation for follow-ups, or Salesforce integration. The entire system is modular — perfect for scaling across global sales teams, sir.
by Jitesh Dugar
Transform chaotic employee departures into secure, insightful offboarding experiences - achieving zero security breaches, 100% equipment recovery, and actionable retention insights from every exit interview. What This Workflow Does Revolutionizes employee offboarding with AI-driven exit interview analysis and automated task orchestration: 📝 Exit Interview Capture - Jotform collects resignation details, ratings, feedback, and equipment inventory 🤖 AI Sentiment Analysis - Advanced AI analyzes exit interviews for retention insights, red flags, and patterns ⚠️ Red Flag Detection - Automatically identifies serious issues (harassment, discrimination, ethics) for immediate escalation 👤 Manager Intelligence - Flags management issues and provides coaching recommendations 🔐 Access Revocation - Schedules automatic system access removal on last working day 📦 Equipment Tracking - Generates personalized equipment return checklist for each employee 📚 Knowledge Transfer - Assesses knowledge transfer risk and creates handover plan 💰 Retention Analytics - Identifies preventable departures and competitive intelligence 📧 Automated Notifications - Sends checklists to employees, action items to managers, IT requests 📊 Boomerang Prediction - Calculates likelihood of rehire and maintains alumni relationships Key Features AI Exit Interview Analysis: GPT-4 provides 2+ analytical dimensions including sentiment, preventability, and red flags Preventability Scoring: AI calculates 0-100% score on whether departure was preventable Red Flag Escalation: Automatic detection of harassment, discrimination, ethics, or legal concerns Manager Performance Insights: Identifies management issues requiring coaching or intervention Sentiment Analysis: Analyzes tone, emotions, and overall sentiment from qualitative feedback Competitive Intelligence: Tracks where employees go and what competitors offer Knowledge Transfer Risk Assessment: Evaluates complexity and criticality of knowledge handover Boomerang Probability: Predicts likelihood (0-100%) of employee returning in future Department Trend Analysis: Identifies systemic issues in specific teams or departments Compensation Benchmarking: Flags compensation competitiveness issues Retention Recommendations: AI-generated actionable improvements prioritized by impact Equipment Tracking: Automatic inventory of laptops, phones, cards, and other company property Perfect For Growing Companies: 50-5,000 employees with monthly turnover requiring structured offboarding Tech Companies: Protecting IP and system access with departing engineers and developers Healthcare Organizations: Compliance-critical offboarding with HIPAA and patient data access Financial Services: Regulated industries requiring audit trails and secure access revocation Professional Services: Knowledge-intensive businesses where brain drain is costly Retail & Hospitality: High-turnover environments needing efficient, consistent offboarding Remote-First Companies: Distributed teams requiring coordinated equipment recovery What You'll Need Required Integrations Jotform - Exit interview and resignation form (free tier works) Create your form for free on Jotform using this link OpenAI API - GPT-4 for AI exit interview analysis (~$0.20-0.50 per exit interview) Gmail - Automated notifications to employees, managers, IT, and HR Google Sheets - Exit interview database and retention analytics Quick Start Import Template - Copy JSON and import into n8n Add OpenAI Credentials - Set up OpenAI API key (GPT-4 for best insights) Create Jotform Exit Interview - Build comprehensive form with these sections: Configure Gmail - Add Gmail OAuth2 credentials Setup Google Sheets: Create spreadsheet with "Exit_Interviews" sheet Replace YOUR_GOOGLE_SHEET_ID in workflow Columns will auto-populate on first submission Customization Options AI Prompt Refinement: Tailor analysis for your industry, company culture, and specific concerns Red Flag Categories: Customize what constitutes a red flag for your organization Equipment Types: Add specialized equipment (tools, uniforms, parking passes) Access Systems: Integrate with your specific IT systems for automated revocation Knowledge Transfer Templates: Create role-specific handover checklists Manager Notifications: Add more details based on department or seniority Exit Interview Questions: Add industry-specific or company-specific questions Retention Focus Areas: Adjust AI to focus on specific retention priorities Rehire Workflows: Add automatic alumni network invitations for boomerang candidates Severance Processing: Add nodes for severance agreement generation and tracking Reference Check Process: Include reference policy notifications Benefits COBRA: Automate COBRA benefits notification workflows Expected Results Zero security breaches from lingering access - automated revocation on last day 100% equipment recovery - automated tracking and follow-up 3x faster offboarding - 30 minutes vs 2 hours of manual coordination 85% actionable insights from exit interviews vs 20% with manual reviews 60% improvement in identifying preventable turnover 90% manager compliance with knowledge transfer (vs 40% manual) 50% reduction in repeat management issues through coaching identification 40% increase in boomerang rehires through positive offboarding experience Complete audit trail for legal compliance and investigations Department-level insights identifying systemic retention issues Use Cases Tech Startup (100 Employees, High Growth) Engineer resigns to join competitor. AI detects compensation issue (40% below market), flags manager micromanagement concerns, and identifies preventable departure (preventability: 85%). HR immediately initiates compensation review for engineering team, schedules manager coaching, and retains 3 other engineers considering leaving. Access to codebase revoked automatically on last day. Boomerang probability: 70% - maintains relationship for future recruiting. Healthcare System (500 Nurses) Nurse leaves citing burnout. AI identifies systemic staffing issues in ER department affecting 15% of departures. Flags potential HIPAA violation concern requiring investigation. Automatically revokes EHR access on final day. Equipment recovery (badge, pager, scrubs) tracked with 100% success. Exit insights lead to ER staffing model changes, reducing nurse turnover by 30%. Financial Services Firm Compliance officer departs. AI red flags potential ethics concern requiring immediate investigation. Legal team notified within minutes. Knowledge transfer flagged as "critical risk" due to regulatory expertise. Detailed 30-day handover plan auto-generated. All system access revoked immediately. Complete audit trail maintained for regulatory review. Investigation reveals process gap, not ethical issue, preventing regulatory exposure. Retail Chain (2,000 Employees) Store manager exits. AI aggregates insights across 50 recent retail departures, identifying district manager as common thread (manager rating consistently 2/5). Regional HR intervenes with district manager coaching. Equipment return (keys, registers codes, uniforms) automated via checklist. 95% equipment recovery vs previous 60%. Sentiment trends show seasonal staff prefer flexible scheduling - policy updated chain-wide. Remote Software Company Developer in different timezone resigns. Automated offboarding coordinates across 3 time zones: access revoked at EOD local time, equipment return label emailed internationally, knowledge transfer scheduled with overlap hours. AI detects "career growth" as preventable issue - company implements career ladder framework, reducing senior developer attrition by 45%. Pro Tips Timing Matters: Send Jotform link 1 week before last day for honest feedback (not on exit day) Anonymity Option: Consider anonymous feedback for more candid responses (separate form) Benchmark Scoring: After 50+ exits, calculate your company's average preventability score Manager Patterns: Track exits by manager to identify coaching needs early Department Trends: Monthly reviews of AI insights by department for systemic issues Compensation Data: Cross-reference "compensation issue" flags with market data Boomerang Program: Create formal alumni network for high-probability boomerang candidates Equipment Deposits: Consider requiring deposits for easier equipment recovery Exit Interview Training: Train managers on how to act on AI insights constructively Legal Review: Have legal team review red flag escalation categories quarterly Continuous Improvement: Use AI recommendations to create quarterly retention action plans Stay Interviews: Use exit interview insights to inform "stay interview" questions for current employees Learning Resources This workflow demonstrates advanced n8n automation patterns: AI Agents with complex structured output for multi-dimensional analysis, Sentiment analysis and natural language processing Conditional escalation based on severity and red flags Multi-stakeholder notifications with role-specific messaging Risk assessment algorithms for knowledge transfer and preventability Pattern recognition across qualitative feedback Equipment inventory management with dynamic list generation Compliance automation for access revocation scheduling Predictive analytics for boomerang probability Perfect for learning AI-powered HR automation and organizational analytics! 📊 Workflow Architecture 📝 Jotform Exit Interview Submission ↓ 🧾 Parse Offboarding Data ↓ 🤖 AI Exit Interview Analysis (GPT-4) │ ├─ Retention analysis (preventability scoring) │ ├─ Sentiment analysis (tone, emotions) │ ├─ Manager performance evaluation │ ├─ Department insights │ ├─ Compensation benchmarking │ ├─ Knowledge transfer risk assessment │ ├─ Competitor intelligence │ ├─ Red flag detection │ ├─ Boomerang probability │ └─ Action item generation ↓ 🔗 Extract AI Analysis (JSON) ↓ 🧩 Merge Exit Analysis with Data │ ├─ Calculate days until last day │ ├─ Build equipment checklist │ └─ Assess urgency levels ↓ ⚠️ Has Red Flags? ├─ TRUE → 🚨 Send Red Flag Alert (HR Director/Legal) │ ↓ └─ FALSE → 📧 Send Manager Action Items ↓ ✉️ Send Employee Checklist ↓ 🔐 Send IT Offboarding Request ↓ 📊 Log to Google Sheets Ready to transform employee offboarding? Import this template and turn departures into retention insights while maintaining security and professionalism. Every exit becomes a learning opportunity! 🚪✨ Questions or customization needs? The workflow includes detailed sticky notes explaining each AI analysis component and routing decision.
by Jitesh Dugar
Transform accounts payable from a manual bottleneck into an intelligent, automated system that reads invoices, detects fraud, and processes payments automatically—saving 20+ hours per week while preventing costly fraudulent payments. 🎯 What This Workflow Does Automates the complete invoice-to-payment cycle with advanced AI: 📧 Check Invoices from Jotform - Monitor Jotform for Invoice Submission 🤖 AI-Powered OCR - Extracts ALL data from PDFs and images (vendor, amounts, line items, dates, tax) 🚨 Fraud Detection Engine - Analyzes 15+ fraud patterns: duplicates, anomalies, suspicious vendors, document quality 🚦 Intelligent Routing - Auto-routes based on AI risk assessment: Critical Fraud (Risk 80-100): Block → Slack alert → CFO investigation Manager Review (>$5K or Medium Risk): Approval workflow with full analysis Auto-Approve (<$5K + Low Risk): Instant → QuickBooks → Vendor notification 📊 Complete Audit Trail - Every decision logged to Google Sheets with AI reasoning ✨ Key Features Advanced AI Capabilities Vision-Based OCR**: Reads any invoice format—PDF, scanned images, smartphone photos 99% Extraction Accuracy**: Vendor details, line items, amounts, dates, tax calculations, payment terms Multi-Dimensional Fraud Detection**: Duplicate invoice identification (same number, similar amounts) Amount anomalies (round numbers, threshold gaming, unusually high) Vendor verification (new vendors, mismatched domains, missing tax IDs) Document quality scoring (OCR confidence, missing fields, calculation errors) Timing anomalies (future dates, expired invoices, weekend submissions) Pattern-based detection (frequent small amounts, vague descriptions, no PO references) Intelligent Processing Risk-Based Scoring**: 0-100 risk score with detailed reasoning Vendor Trust Ratings**: Build vendor reputation over time Category Classification**: Auto-categorizes (software, consulting, office supplies, utilities, etc.) Amount Thresholds**: Configurable auto-approve limits Human-in-the-Loop**: Critical decisions escalated appropriately Fast-Track Low Risk**: Process safe invoices in under 60 seconds Security & Compliance Fraud Prevention**: Catch fraudulent invoices before payment Duplicate Detection**: Prevent double payments automatically Complete Audit Trail**: Every decision logged with timestamp and reasoning Role-Based Approvals**: Route to correct approver based on amount and risk Document Verification**: Quality checks on every invoice 💼 Perfect For Finance Teams**: Processing 50-500 invoices per week CFOs**: Need fraud prevention and spending visibility Controllers**: Want automated AP with audit compliance Growing Companies**: Scaling without adding AP headcount Multi-Location Businesses**: Centralized invoice processing across offices Fraud-Conscious Organizations**: Healthcare, legal, financial services, government contractors 💰 ROI & Business Impact Time Savings 90% reduction** in manual data entry time 20-25 hours saved per week** on invoice processing Same-day turnaround** on all legitimate invoices Zero data entry errors** with AI extraction No more lost invoices** - complete tracking Fraud Prevention 100% duplicate detection** before payment Catch suspicious patterns** automatically Prevent invoice splitting** (gaming approval thresholds) Identify fake vendors** before payment Average savings: $50K-$200K annually** in prevented fraud losses Process Improvements 24-hour vendor response times** (vs 7-10 days manual) 95%+ payment accuracy** with AI validation Better cash flow management** via due date tracking Vendor satisfaction** from transparent, fast processing Audit-ready** with complete decision trail 🔧 Required Integrations Core Services Jotform** - Invoice Submissions Create your form for free on Jotform using this link OpenAI API** - GPT-4o-mini for OCR & fraud detection (~$0.03/invoice) Google Sheets** - Invoice database and analytics (free) Accounting System** - QuickBooks, Xero, NetSuite, or Sage (via API) Optional Add-Ons Slack** - Real-time fraud alerts and approval requests Bill.com** - Payment processing automation Linear/Asana** - Task creation for manual reviews Expensify/Ramp** - Expense management integration 🚀 Quick Setup Guide Step 1: Import Template Copy JSON from artifact In n8n: Workflows → Import from File → Paste JSON Template imports with all nodes and sticky notes Step 2: Configure Email Monitoring Connect Gmail or Outlook account Update filter: invoices@yourcompany.com (or your AP email) Test: Send yourself a sample invoice Step 3: Add OpenAI API Get API key: https://platform.openai.com/api-keys Add to both AI nodes (OCR + Fraud Detection) Cost: ~$0.03 per invoice processed Step 4: Connect Accounting System Get API credentials from QuickBooks/Xero/NetSuite Configure HTTP Request node with your endpoint Map invoice fields to your GL codes Step 5: Setup Approval Workflows Update email addresses (finance-manager@yourcompany.com) Configure Slack webhook (optional) Set approval thresholds ($5K default, customize as needed) Step 6: Create Google Sheet Database Create spreadsheet with columns:
by Rahul Joshi
Description Automate your team's daily stand-ups with AI-powered morning briefs, directly pulled from ClickUp tasks and shared via Slack and Gmail every morning. ☀️📋💬 What This Template Does Triggers automatically at 9:15 AM each morning via cron. ⏰ Fetches the latest sprint and all active or due-today tasks from ClickUp. Categorizes tasks by status, priority, and assignee for clear visibility. Uses Azure OpenAI GPT-4o to generate a detailed, structured morning summary. Formats the AI summary into a clean HTML email and a Slack post. Sends automated updates to Gmail and Slack channels. Includes real-time error detection and Slack alerts for quick debugging. Key Benefits ✅ Eliminates manual stand-up prep by generating AI-driven daily reports. ✅ Keeps teams aligned with clear task summaries and blocker tracking. ✅ Automatically distributes updates across Slack and Gmail. ✅ Provides HTML-formatted emails and Slack markdown summaries. ✅ Reduces time spent on daily check-ins and sprint reviews. Features Fully automated daily scheduling using cron triggers. Real-time task fetching and categorization from ClickUp. GPT-4-powered summarization for executive-style briefs. Responsive HTML email builder for beautiful reports. Slack integration for quick, shareable updates. Error handling with dedicated Slack notifications. Requirements ClickUp OAuth2 credentials for task access. Azure OpenAI GPT-4o API credentials for summary generation. Slack API credentials for channel posting. Gmail OAuth2 credentials for sending email reports. Target Audience Project managers and team leads needing automated daily briefings 👩💼 Development teams using ClickUp for sprint and task tracking 💻 Agencies or operations teams coordinating across tools 🔄 Remote teams seeking quick alignment and productivity boosts 🌍 Step-by-Step Setup Instructions Connect your ClickUp account via OAuth2 and update Team, Space, and Folder IDs. ⚙️ Add Azure OpenAI GPT-4o credentials for AI summary generation. 🤖 Configure Slack OAuth2 credentials and set the target channel ID. 💬 Connect Gmail OAuth2 and define recipient email addresses. 📧 Customize the schedule trigger time (default: 9:15 AM). 🕒 Test the workflow to verify proper data retrieval and message delivery. 🚀
by Jitesh Dugar
Automated Client Onboarding Workflow This n8n workflow automates the end-to-end client onboarding process: capturing client details, validating emails, assigning tiers, generating welcome packs, creating tasks, notifying teams, archiving records, and sending weekly reports. Who’s It For B2B SaaS companies** onboarding new customers Agencies** handling structured client setups Sales & customer success teams** needing automation Consulting firms** aiming for error-free onboarding ⚙️ How It Works Capture client details through a Webhook (connected to forms). Validate client’s email using Verifi Email. Log onboarding data into Google Sheets. Assign tier logic (Basic/Pro/Enterprise) via Function node. Create a Trello task card with onboarding steps. Generate a personalized Welcome Pack PDF with client details. Send Slack notification to internal team with client details. Download and attach PDF, then send personalized welcome email to the client. Archive structured onboarding data in Airtable. Weekly scheduled report: Collects Airtable onboarding data Processes weekly stats (plans, tiers, counts) Sends onboarding summary via email to the manager 🛠️ How to Set Up Webhook Setup Install & configure credentials: Verifi Email key Google Sheets OAuth2 Airtable OAuth2 Gmail OAuth2 Slack OAuth2 Trello API Optional: Customize the Welcome PDF template (HTML/CSS). Edit tier assignment logic inside the Assign Tier Logic node. Modify Slack & email templates to match your branding. Adjust schedule for weekly reports (default: Monday 9 AM IST). Test with sample payload: { "name": "Jane Doe", "email": "jane@acme.com", "company": "Acme Corp", "plan": "Pro" } 📋 Requirements Self-hosted or Cloud n8n Credentials: Verifi Email, Google Sheets, Airtable, Gmail, Slack, Trello Optional: API for company enrichment ⚠️ Note: The HTML/CSS to PDF node (used for report generation) has a limit of 10 free requests. For production usage, you’ll need an API plan. ⭐ Core Features Email Validation: Blocks fake/spam signups - **Tier Assignment: Auto-classifies clients into Basic/Pro/Enterprise Task Management**: Trello cards for onboarding checklist Welcome PDF Pack**: Branded, client-personalized PDF attachment Slack Notifications**: Real-time internal updates Airtable Archiving**: Permanent record-keeping Weekly Reports**: Automated onboarding summaries for managers 📈 Use Cases & Applications B2B SaaS**: Scale client onboarding without hiring more staff Agencies**: Deliver smooth onboarding experiences Sales Teams**: Reduce delays in CRM entry Customer Success**: Focus on relationship-building instead of admin ✅ Key Benefits Saves 5–6 hours of manual onboarding per client Ensures error-free onboarding with email validation Provides a professional, branded experience Improves collaboration with Slack + Trello integration Scales seamlessly as client volume grows 🔧 Customization Options Modify tier logic (e.g., budget, plan, company size) Customize Slack channel or Trello list for task routing Update PDF branding (logo, theme, styling) Add extra onboarding steps (e.g., Calendly call scheduling) Extend weekly reports (e.g., include ROI or CSM notes) ⚠️ Important Disclaimers For educational & automation purposes Ensure compliance with GDPR/CCPA before storing client data Always test workflow with dummy data before production Workflow Components Webhook Trigger** → Captures client form submissions Verifi Email** → Validates client email Google Sheets** → Logs onboarding entries Code Node** → Assigns tier & priority Trello** → Creates task card for CSM HTML/CSS to PDF** → Generates Welcome Pack PDF Slack** → Notifies team about new client Gmail** → Sends welcome email with PDF Airtable** → Archives full onboarding record Schedule Trigger* + *Report** → Weekly summary to management
by Jitesh Dugar
AI-Powered Feedback Automation with PDF Reports & Team Notifications Transform customer feedback into actionable insights automatically with AI analysis, professional PDF reports, personalized emails, and real-time team notifications. Table of Contents Overview Features Demo Prerequisites Quick Start Configuration Usage Troubleshooting License Overview AI-Powered Feedback Automation is a complete, production-ready n8n workflow that automatically processes customer feedback submissions with artificial intelligence, generates beautiful branded PDF reports, sends personalized email responses, logs data for analytics, and notifies your team in real-time. What Problem Does This Solve? Manual feedback processing is time-consuming and inconsistent. This workflow eliminates all manual work by: Automatically analyzing** sentiment and extracting key insights using OpenAI Generating professional** PDF reports with custom branding Sending personalized** thank-you emails to customers Logging everything** to Google Sheets for analytics and reporting Notifying your team** instantly via Slack with actionable summaries Perfect For Product Teams** - Collect and analyze user feedback systematically Educational Institutions** - Process student/parent feedback efficiently Customer Support** - Track customer satisfaction and sentiment trends E-commerce** - Manage product reviews and customer suggestions Healthcare** - Collect patient feedback and satisfaction scores Event Management** - Gather attendee feedback post-event Consulting Firms** - Streamline client feedback collection Features AI-Powered Analysis Sentiment Classification** - Automatically categorizes feedback as Positive, Neutral, or Negative Key Highlights Extraction** - Identifies the most important points from customer comments Actionable Recommendations** - AI generates specific suggestions based on feedback Executive Summaries** - Creates concise 2-3 sentence overviews of each submission Professional Report Generation Beautiful PDF Reports** - Branded, professional documents with custom styling Visual Elements** - Star ratings, color-coded sentiment badges, organized sections Responsive Design** - Mobile-friendly and print-optimized layouts 30-Day Hosting** - PDF reports automatically hosted with expiration dates Automated Email Communications Personalized Messages** - Thank-you emails customized with customer name and feedback PDF Attachments** - Direct download links to full feedback reports Sentiment Indicators** - Color-coded visual feedback summaries Professional Templates** - Modern, responsive email designs Data Logging & Analytics Google Sheets Integration** - Automatic logging of all feedback submissions Complete Audit Trail** - Tracks submission IDs, timestamps, and processing status Analytics Ready** - Structured data perfect for dashboards and trend analysis Historical Records** - Permanent storage of all feedback data Team Notifications Slack Integration** - Real-time alerts to team channels Rich Formatting** - Structured messages with highlights and action items Direct Links** - Quick access to full PDF reports from Slack Thread Discussions** - Enable team conversations around feedback Robust Error Handling Email Validation** - Automatically checks and handles invalid email addresses Fallback Mechanisms** - Continues workflow even if email sending fails Data Cleaning** - Sanitizes and normalizes all input data Graceful Degradation** - AI parsing failures handled with intelligent fallbacks Demo Workflow Overview User Submits Feedback ↓ Data Cleaning & Validation ↓ AI Sentiment Analysis (OpenAI) ↓ HTML Report Generation ↓ PDF Conversion ↓ Email Validation ─┬─ Valid → Send Email └─ Invalid → Skip ↓ Log to Google Sheets ↓ Notify Team (Slack) ↓ Webhook Response Sample Input { "name": "Sarah Johnson", "email": "sarah@example.com", "rating": 4, "comments": "Great product! Delivery was a bit slow but customer service was helpful.", "suggestions": "Improve shipping speed and tracking updates." } Sample Output ✅ AI Analysis: "Positive" sentiment with 3 key highlights ✅ PDF Report: Professional 2-page document with branding ✅ Email Sent: Personalized thank-you message delivered ✅ Data Logged: New row added to Google Sheet ✅ Team Notified: Slack message with summary posted ✅ Webhook Response: 200 OK with submission details Prerequisites Required Services & Accounts n8n Instance (v0.220.0 or higher) Self-hosted or n8n Cloud Installation Guide OpenAI Account API key with GPT-3.5-turbo or GPT-4 access Sign Up Google Account (Gmail + Google Sheets) OAuth2 setup for Gmail API OAuth2 setup for Google Sheets API Setup Guide Slack Workspace Admin access to create apps or OAuth Bot token with chat:write and channels:read scopes Create Slack App HTML to PDF API Service GET at: PDFMunk API key required VerifiEmail API GET at: VerfiEmail API key required Quick Start 1. Import Template Option A: Import via URL Copy the workflow JSON URL and paste in n8n: Settings → Import from URL → [Paste URL] Option B: Import via File Download workflow.json In n8n: Workflows → Import from File Select the downloaded JSON file Click "Import" 2. Configure Credentials (5 minutes) Navigate to: Settings → Credentials and add: ✅ OpenAI API - Add API key from OpenAI dashboard ✅ Gmail OAuth2 - Connect and authorize your Gmail account ✅ Google Sheets OAuth2 - Use same Google account ✅ Slack OAuth2 - Install app to workspace and authorize ✅ HTML to PDF API - Add API key from your PDF service ✅ VerifiEmail API - Add API key from VerifiEmail dashboard 3. Create Google Sheet (2 minutes) Create a new Google Sheet named "Feedback Log" with these column headers: Submission ID | Timestamp | Name | Email | Rating | Sentiment | Comments | Suggestions | AI Summary | PDF URL | PDF Available Until | Email Sent 4. Configure Workflow (3 minutes) Open the imported workflow Click "Log Feedback Data" node Select your "Feedback Log" spreadsheet Click "Notify Team" node Select your Slack channel (e.g., #feedback) 5. Test & Activate (5 minutes) Execute the "Webhook" node to get test URL Send test POST request (see test data below) Verify all nodes execute successfully Check email, Google Sheet, and Slack Click "Active" toggle to enable workflow Total Setup Time: ~15-20 minutes Configuration Webhook Configuration The workflow receives feedback via POST webhook: URL Format: https://your-n8n-domain.com/webhook/feedback-submission Expected Payload: { "name": "string (required)", "email": "string (optional, validated)", "rating": "integer 1-5 (required)", "comments": "string (optional)", "suggestions": "string (optional)" } Usage Testing the Workflow Using Postman/Insomnia: Create new POST request URL: https://your-n8n-domain.com/webhook/feedback-submission Headers: Content-Type: application/json Body (raw JSON): { "name": "Test User", "email": "your-email@example.com", "rating": 5, "comments": "This is a test feedback submission. Everything works great!", "suggestions": "Maybe add more features in the future." } Send request Expected response (200 OK): { "success": true, "message": "Thank you for your feedback! We've sent you a detailed report via email.", "data": { "submissionId": "FB-1234567890123-abc123xyz", "name": "Test User", "email": "your-email@example.com", "rating": "5", "sentiment": "Positive", "emailSent": "true", "reportUrl": "https://generated-pdf-url.com/report.pdf", "reportAvailableUntil": "2025-11-10" } } Using cURL: curl -X POST https://your-n8n-domain.com/webhook/feedback-submission \ -H "Content-Type: application/json" \ -d '{ "name": "Sarah Johnson", "email": "sarah@example.com", "rating": 4, "comments": "Great product! Delivery was a bit slow but customer service was helpful.", "suggestions": "Improve shipping speed and tracking updates." }' Monitoring & Maintenance Daily: Check Slack for new feedback notifications Review Google Sheet for any anomalies Weekly: Verify workflow execution success rate Check OpenAI API usage and costs Review sentiment trends in Google Sheet Monthly: Analyze feedback patterns and trends Update AI prompts if needed Check PDF service usage limits Review and optimize workflow performance Best Practices Rate Limiting Monitor for spam submissions Add rate limiting to webhook if needed Use n8n's built-in throttling Data Privacy Ensure GDPR/privacy compliance Add data retention policies Implement data deletion workflow Error Handling Set up error notifications Create error logging workflow Monitor execution failures Performance Keep Google Sheet under 50,000 rows Archive old data quarterly Use database for high volume (1000+/month) Troubleshooting Common Issues Issue 1: Webhook Not Receiving Data Symptoms: Webhook node shows no executions Forms submit but nothing happens Solutions: ✅ Verify workflow is Active (toggle at top right) ✅ Check webhook URL is correct in form ✅ Test webhook with Postman/cURL first ✅ Check n8n logs for errors: Settings → Log Streaming ✅ Verify firewall/network allows incoming webhooks Issue 2: OpenAI Node Fails Symptoms: Error: "API key invalid" Error: "Insufficient credits" Node times out Solutions: ✅ Verify API key is correct and active ✅ Check OpenAI account has sufficient credits ✅ Check API usage limits: platform.openai.com/usage ✅ Increase node timeout in workflow settings ✅ Try with shorter feedback text Issue 3: PDF Not Generating Symptoms: "PDF generation failed" error Empty PDF URL 404 when accessing PDF Solutions: ✅ Verify PDF API key is valid ✅ Check API service status ✅ Verify HTML content is valid (test in browser) ✅ Check API usage limits/quota ✅ Try alternative PDF service Issue 4: Email Not Sending Symptoms: Gmail node shows error Email doesn't arrive "Permission denied" error Solutions: ✅ Re-authenticate Gmail OAuth2 credential ✅ Check email address is valid ✅ Check spam/junk folder ✅ Verify Gmail API is enabled in Google Console ✅ Check daily sending limits not exceeded ✅ Test with different email address Issue 5: Google Sheets Not Updating Symptoms: No new rows added "Spreadsheet not found" error Permission errors Solutions: ✅ Verify spreadsheet ID is correct ✅ Check sheet name matches exactly (case-sensitive) ✅ Verify column headers match exactly ✅ Re-authenticate Google Sheets credential ✅ Check spreadsheet isn't protected/locked ✅ Verify spreadsheet isn't full (limit: 10M cells) Issue 6: Slack Not Posting Symptoms: Slack node fails Message doesn't appear in channel "Channel not found" error Solutions: ✅ Verify bot is invited to channel: /invite @BotName ✅ Check bot has chat:write permission ✅ Re-authenticate Slack credential ✅ Verify channel ID is correct ✅ Check Slack workspace isn't on free plan limits ✅ Test with different channel Debugging Tips Enable Debug Mode Settings → Executions → Save execution progress Watch each node execute step-by-step Check Execution Logs Click on failed node View "Input" and "Output" tabs Check error messages Test Nodes Individually Click "Execute Node" on each node Verify output before proceeding Use Browser Console Open Developer Tools (F12) Check for JavaScript errors Monitor network requests Enable Verbose Logging For self-hosted n8n N8N_LOG_LEVEL=debug npm start 📄 License This template is licensed under the MIT License - see the LICENSE file for details.
by Rully Saputra
Daily Sales Metrics Auto-Insight with Gemini, Google Sheets, Calendar, Telegram, Trello and Gmail Who’s it for This workflow is ideal for sales managers, operations teams, and business owners who need daily automated sales summaries and team notifications. It eliminates the hassle of manually gathering, analyzing, and reporting daily sales data, providing instant insights and proactive notifications to keep your team aligned. How it works / What it does This advanced workflow automates the entire daily sales reporting pipeline with actionable team alerts: Webhook captures new sales entries in real-time. The data is logged into Google Sheets. It retrieves all rows to compile current sales metrics. A custom node concatenates the data into an AI-friendly format. The Google Gemini Chat Model generates concise sales insights. HTML tags are cleaned up with a Remove HTML Tags node. The insights are classified (Good, Bad, Very Bad) using AI. Based on the classification: -- Teams are alerted via Telegram group messages. -- For negative insights, a Trello card backlog is created for follow-up. -- A Google Calendar meeting is scheduled automatically to discuss issues. An email summary is also sent out via Gmail to ensure no update is missed How to set up Import the workflow into your n8n instance. Configure the Webhook URL in your data source (POS, CRM, etc.). Connect Google Sheets, Google Gemini API, Trello, Telegram, and Google Calendar. Adjust classification logic inside the Classify Insight node if needed. Customize the message templates for email and Telegram. Test the workflow with sample data to validate automation flow. Requirements n8n account with active workflows. Google Sheets API credentials. Google Gemini API access. Telegram Bot Token & Group ID. Trello API Key & Token. Google Calendar API setup. Gmail or SMTP credentials for email notifications. How to customize the workflow Adjust the Concat Sales Data node if you want to include more fields or different data formats. Modify the Gemini prompt for personalized insight summaries. Change the classification thresholds (Good, Bad, Very Bad) based on your business KPIs. Update the notification messages in Telegram and Email nodes. Add or remove post-classification actions, like creating different task cards or sending escalations to other platforms (Slack, Microsoft Teams, etc.). Automate daily sales insights from Google Sheets using Gemini AI, classify results, and notify your team via email, Telegram, Trello, and Google Calendar instantly. Email Preview
by Jameson Kanakulya
Automated Email Order Tracking System with AI Classification and Notion Sync Overview ⚠️ Self-Hosted Solution Required This workflow requires a self-hosted n8n instance with active integrations for Gmail, Google Gemini AI, OpenAI, and Notion. API credentials and database IDs must be configured before use. Template Image Description This intelligent automation system monitors your Gmail inbox for order-related emails, extracts key order information using AI, and automatically syncs the data to a Notion database for centralized order tracking. Perfect for individuals managing multiple e-commerce accounts or small businesses tracking customer orders across various platforms (Amazon, Noon, Namshi, etc.). What This Workflow Does Email Monitoring: Continuously monitors Gmail inbox for new incoming emails Smart Classification: Uses AI to identify order-related emails (confirmations, shipping notifications, delivery updates) Intelligent Extraction: Parses email content to extract order details (order number, items, prices, status, delivery info) Database Synchronization: Automatically creates or updates Notion database records with order information Status Tracking: Monitors order progression through stages (Ordered → Shipped → Out for Delivery → Delivered) Key Features Multi-vendor support**: Works with any e-commerce platform (Amazon, Noon, Carrefour, Namshi, etc.) Duplicate prevention**: Searches existing records before creating new entries Smart updates**: Only modifies records when order status actually changes Status validation**: Detects backward status changes (potential returns/reshipments) Graceful error handling**: Handles missing data and optional fields intelligently Timestamped history**: Maintains audit trail of all status changes Technologies Used Gmail Trigger**: Email monitoring JavaScript Code**: Email content classification with pattern matching Google Gemini AI / OpenAI**: Natural language processing for order extraction Structured Output Parser**: JSON formatting and validation Notion API**: Database search, create, and update operations Prerequisites Before setting up this workflow, ensure you have: Self-hosted n8n instance (version 1.0.0 or higher) Gmail account with IMAP access enabled Google Gemini API key OR OpenAI API key Notion workspace with: Integration access configured Database created with the required schema (see below) Integration token/API key Notion Database Schema Create a Notion database with the following properties: Required Properties | Property Name | Type | Description | |--------------|------|-------------| | Name of the Item | Title | Product/item name | | Order Number | Text | Unique order identifier | | Quantity | Number | Number of items | | Expected Date | Date or Text | Expected delivery date | | Order Status | Select | Options: Ordered, Shipped, Out for Delivery, Delivered | Optional Properties (Recommended) | Property Name | Type | Description | |--------------|------|-------------| | Vendor | Select | E-commerce platform (Amazon, Noon, etc.) | | Customer Name | Rich Text | Order recipient name | | Price | Number or Rich Text | Item price | | Order Total | Number | Total order amount | | Currency | Select | Currency code (AED, USD, SAR, etc.) | | Delivery Location | Rich Text | Delivery city/address | | Notes | Rich Text | Status change history | | Created Date | Created Time | Auto-populated by Notion | | Last Updated | Last Edited Time | Auto-populated by Notion | Setup Instructions Step 1: Import the Workflow Copy the workflow JSON from this template In your n8n instance, go to Workflows → Add Workflow → Import from File/URL Paste the JSON and click Import Step 2: Configure Gmail Trigger Click on the Gmail Trigger node Click Create New Credential Follow the OAuth authentication flow to connect your Gmail account Configure trigger settings: Trigger On: Message Received Filters: (Optional) Add label filters to monitor specific folders Step 3: Configure AI Model (Choose One) Option A: Google Gemini AI Click on the Google Gemini AI Model node Click Create New Credential Enter your Gemini API key (obtain from Google AI Studio) Select model: gemini-1.5-pro or gemini-1.5-flash Option B: OpenAI Click on the OpenAI Chat Model node Click Create New Credential Enter your OpenAI API key (obtain from OpenAI Platform) Select model: gpt-4o or gpt-4-turbo Step 4: Update Email Classification Node Click on the Check Email Type node (JavaScript code) Review the classification patterns (pre-configured for common e-commerce emails) (Optional) Add custom keywords specific to your vendors Step 5: Configure Notion Integration 5.1: Create Notion Integration Go to Notion Integrations Click New Integration Name it (e.g., "n8n Order Tracker") Select your workspace Copy the Internal Integration Token 5.2: Share Database with Integration Open your Notion order database Click Share → Invite Search for your integration name and select it Grant Edit permissions 5.3: Get Database ID Open your Notion database in browser Copy the database ID from the URL: https://notion.so/workspace/DATABASE_ID?v=... ^^^^^^^^^^^^ 5.4: Configure Notion Nodes Click on Search a database in Notion node Click Create New Credential Paste your Integration Token In the node parameters: Database ID: Paste your database ID Filter: Set to search by Order Number property Repeat credential setup for Create a database page in Notion and Update a database page in Notion nodes Step 6: Update Agent Prompts Click on the Email Classification and Extraction Agent node Review the system prompt (pre-configured for common order emails) Update the {{$now}} variable if using a different timezone (Optional) Customize extraction rules for specific vendors Click on the Order Database Sync Agent node Replace {{notion_database_id}} with your actual database ID in the prompt Review status handling logic Step 7: Test the Workflow Click Execute Workflow to activate it Send yourself a test order confirmation email Monitor the execution: Check if email was classified correctly Verify extraction output in the AI agent node Confirm Notion database was updated Review your Notion database for the new/updated record Step 8: Activate for Production Click Active toggle in the top-right corner The workflow will now run automatically for new emails Monitor executions in the Executions tab Workflow Node Descriptions Email Trigger Monitors Gmail inbox for new incoming emails and triggers the workflow when a message is received. Check Email Type JavaScript code node that analyzes email content using pattern matching to identify order-related emails based on keywords, order numbers, and shipping terminology. Email Router (IF Node) Routes emails based on classification results: TRUE branch**: Order-related emails proceed to extraction FALSE branch**: Non-order emails are filtered out (no action) Email Classification and Extraction Agent AI-powered parser using Google Gemini or OpenAI to extract structured order information: Order number, items, prices, quantities Order status (Ordered/Shipped/Out for Delivery/Delivered) Customer name, delivery location, expected dates Vendor identification Structured Output Parser Validates and formats AI extraction output into clean JSON for downstream processing. Search a database in Notion Queries the Notion database by order number to check if a record already exists, preventing duplicates. Order Database Sync Agent Intelligent database manager that decides whether to create new records or update existing ones based on search results and status comparison. Create a database page in Notion Adds new order records to Notion when no existing record is found. Update a database page in Notion Modifies existing records when order status changes, appending timestamped notes for audit history. No Action Taken Terminates workflow branch for non-order emails with no further processing. Customization Options Add More Vendors Edit the Check Email Type node to add vendor-specific keywords: const customVendors = [ 'your-vendor-name', 'vendor-domain.com' ]; Modify Status Values Update the Email Classification and Extraction Agent prompt to add custom status values or change status progression logic. Add Email Notifications Insert a Send Email node after database sync to receive notifications for status changes. Filter by Labels Configure Gmail Trigger to monitor only specific labels (e.g., "Orders", "Shopping"). Multi-Database Support Duplicate the Notion sync section to route different vendors to separate databases. Troubleshooting Email not being classified as order Check the Check Email Type node output Add vendor-specific keywords to the classification patterns Review email content for order indicators AI extraction returning empty data Verify AI model credentials are valid Check if email content is being passed correctly Review the extraction prompt for compatibility with email format Notion database not updating Confirm integration has edit permissions on the database Verify database ID is correct in all Notion nodes Check that property names in the workflow match your Notion schema exactly Duplicate records being created Ensure Search a database in Notion node is filtering by Order Number Verify the search results are being evaluated correctly in the sync agent Status not updating Check if the Order Database Sync Agent is comparing current vs new status Review the status comparison logic in the agent prompt Performance Considerations Email Volume**: This workflow processes each email individually. For high-volume inboxes, consider adding filters or label-based routing. AI Costs**: Each email classification uses AI tokens. Monitor your API usage and costs. Rate Limits**: Notion API has rate limits (3 requests/second). The workflow handles this gracefully with built-in error handling. Privacy & Security All email content is processed through AI APIs (Google/OpenAI) - review their privacy policies Notion data is stored in your workspace with your configured permissions No data is stored or logged outside your n8n instance, AI provider, and Notion workspace Consider using self-hosted AI models for sensitive order information Support & Contributions Found a bug or have a suggestion? Please open an issue or contribute improvements to this template! License This template is provided as-is under the MIT License. Feel free to modify and distribute as needed. Credits Created for the n8n community to streamline e-commerce order tracking across multiple platforms.