Workflow Templates

Transform proposal creation from hours to minutes - automatically generate beautifully designed PDF proposals from CRM data or form submissions, deliver them instantly via email, store in Google Drive, and notify your sales team - all without lifting a finger. What This Workflow Does Revolutionizes proposal management with automated generation, validation, and multi-channel delivery: Webhook-Triggered Automation** - Accepts proposal data from CRM deal updates, form submissions, or API calls Smart Data Validation** - Verifies required fields, validates email formats, calculates totals, and generates unique proposal numbers Company Branding Enrichment** - Automatically adds your logo, contact information, payment terms, and brand styling Professional HTML Generation** - Creates beautifully designed proposals with modern typography, responsive layouts, and branded colors HTML to PDF Conversion** - Transforms HTML into print-ready PDFs with custom margins and preserved styling Google Drive Storage** - Automatically saves PDFs to organized folders with proper naming conventions Automated Email Delivery** - Sends branded emails to clients with PDF attachments and professional messaging Slack Team Notifications** - Real-time alerts to sales team with proposal details and Drive links Itemized Pricing Tables** - Dynamic line items with automatic calculations for subtotals, discounts, and taxes Terms & Conditions Management** - Customizable payment terms, delivery timelines, and legal terms Multi-Currency Support** - Handles USD, EUR, INR, and other currencies with proper symbols and formatting Proposal Number Generation** - Automatic sequential numbering with year-month-random format (PROP-202411-457) Key Features Data Validation Engine**: Validates all required fields including client information, project details, and line items before generation - preventing errors and ensuring professional output Dynamic Pricing Calculator**: Automatically calculates line item totals, subtotals, discounts, tax amounts, and final totals with proper currency formatting Responsive HTML Templates**: Professional proposal design that looks perfect on screen and in print with modern Inter font family, gradient backgrounds, and structured information cards Intelligent File Naming**: Generates descriptive filenames like "Proposal_PROP-202411-123_Acme_Corp.pdf" for easy organization and searchability Customizable Branding**: Easy company information updates including logo URLs, contact details, colors, and styling to match your brand identity Professional Email Templates**: Pre-written client-facing emails with key proposal highlights, call-to-action, and professional tone Real-Time Notifications**: Instant Slack alerts to sales team with proposal number, client details, total amount, and direct link to PDF Terms Flexibility**: Customizable payment terms (50% upfront, net-30, milestone-based), delivery timelines, and additional terms per proposal Client Information Cards**: Organized presentation of client details, company information, and contact data in visually appealing cards Validity Period Tracking**: Automatic 30-day validity period calculation with clear expiration dates on proposals Optional Field Handling**: Gracefully handles missing optional fields like client phone, address, or company logo Print-Optimized PDFs**: A4 format with proper margins (20mm top/bottom, 15mm sides) and background colors preserved for professional printing Perfect For B2B Service Companies** - Consulting firms, agencies, and professional services needing quick proposal turnaround SaaS Companies** - Software providers sending pricing proposals for custom implementations and enterprise deals Marketing Agencies** - Digital marketing, creative agencies, and media companies proposing campaigns and retainers Web Development Studios** - Design and development firms quoting website projects, apps, and custom software IT Service Providers** - Managed service providers, cloud consultants, and technology solution vendors Training & Coaching Businesses** - Corporate training providers, coaches, and consultants proposing programs Construction & Contractors** - Project-based businesses requiring detailed scope and pricing breakdowns Event Management Companies** - Event planners proposing packages with itemized services and costs Real Estate Developers** - Property developers presenting investment opportunities and partnership proposals Manufacturing Suppliers** - B2B manufacturers quoting custom orders with specifications and pricing What You Will Need Required Integrations HTML to PDF Service** - PDF conversion API (API key required) - supports services like HTML/CSS to PDF API, PDFShift, or similar providers Gmail or SMTP** - Email delivery service for sending proposals to clients (OAuth2 or SMTP credentials) Google Drive** - Cloud storage for PDF archival and sharing (OAuth2 credentials required) Optional Integrations Slack Webhook** - Team notifications (free incoming webhook) CRM Integration** - HubSpot, Pipedrive, Zoho CRM, or Salesforce for deal data enrichment Payment Gateway** - Stripe or PayPal links in proposals for instant payment acceptance E-signature Integration** - DocuSign or HelloSign for proposal acceptance workflow Calendar Integration** - Google Calendar or Calendly links for scheduling follow-up meetings Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure PDF Service - Add HTML to PDF API credentials in the "HTML to PDF" node Setup Gmail - Connect Gmail OAuth2 credentials in "Send a message" node and update sender email address Connect Google Drive - Add Google Drive OAuth2 credentials and set your preferred folder ID for proposal storage Customize Company Info - Edit "Enrich with Company Data" node to add your company name, address, email, phone, website, and logo URL Update Email Template - Modify email message in Gmail node with your company branding and messaging Configure Slack - (Optional) Add your Slack incoming webhook URL in "Notify Team" node Test Webhook - Use the test URL to submit sample proposal data and verify all nodes execute successfully Customize Styling - Adjust colors, fonts, and layout in "Generate Professional HTML" node CSS section Launch Workflow - Activate workflow and integrate webhook URL with your CRM or form submission tool Customization Options Custom Branding** - Replace default colors (#3b82f6 blue) with your brand colors throughout HTML template Logo Integration** - Add company logo URL or remove logo section to use company name text Payment Terms Library** - Create dropdown of standard payment term options (net-30, net-60, 50/50 split, milestone-based) Multi-Template Support** - Create different HTML templates for different service types or industries Conditional Sections** - Add/remove sections based on deal type (consulting vs product vs hybrid) Approval Workflow** - Insert manager approval step before sending to client Multi-Language Support** - Translate templates for international clients (Spanish, French, German, Hindi) Tax Calculation** - Add automatic tax calculation based on client location or tax rules Discount Rules** - Implement volume discounts, early payment discounts, or promotional pricing Project Timeline** - Add Gantt chart or milestone timeline visualization Case Studies** - Include relevant case study links or testimonials in proposals Video Integration** - Embed personalized video message or product demo links Competitor Comparison** - Add feature comparison tables against competitors ROI Calculator** - Include interactive ROI or savings calculator Follow-Up Automation** - Schedule follow-up emails if proposal not opened or responded to within X days Expected Results 90% time savings** - Reduce proposal creation from 2-3 hours to 5 minutes 100% consistency** - Eliminate formatting errors and brand inconsistencies across proposals 50% faster turnaround** - Send proposals within minutes of deal stage change or client request Zero manual filing** - Automatic organization in Google Drive with searchable filenames Instant team alignment** - Sales team immediately notified via Slack with all proposal details Professional presentation** - Beautifully designed proposals that elevate brand perception Reduced errors** - Data validation prevents missing information and calculation mistakes Better client experience** - Clients receive proposals instantly with clear terms and professional formatting Increased win rates** - Studies show professionally designed proposals increase close rates by 28% Scalable process** - Handle 10x proposal volume without adding staff or slowing down Use Cases Digital Marketing Agency Example Agency receives 15-20 proposal requests weekly. Account managers spend 3+ hours per proposal copying templates, updating pricing, and fixing formatting issues. Bottleneck causes delays and lost deals to faster competitors. Solution: Integrates workflow with Pipedrive CRM. When deal moves to "Proposal Requested" stage, webhook triggers. Account manager fills quick form with project scope and pricing. Workflow generates branded proposal in 3 minutes. Result: Proposal sent same day instead of 2-3 days later. Client impressed by speed and professionalism. Close rate increases from 32% to 47%. Agency wins additional $250,000 in annual revenue. Account managers save 40 hours monthly, reallocating time to client strategy. SaaS Company Example Sales team manually creates proposals in Google Docs for enterprise deals. Process takes 4-6 hours per proposal including pricing tables, terms negotiation, and approval routing. Proposals look different depending on who creates them. Solution: Implements workflow connected to HubSpot. When deal reaches "Proposal" stage, workflow auto-generates proposal using deal data. Pricing pulled from HubSpot line items. Manager approval added before sending. Result: Proposal generation time drops to 15 minutes. Brand consistency across all proposals. Sales velocity increases 65%. Deal size grows 23% due to professional presentation building enterprise confidence. Team closes 4 additional enterprise deals worth $180,000 ARR. Web Development Studio Example Studio loses deals because proposal turnaround takes 5-7 days. Prospects receive competing proposals faster and sign before studio's proposal arrives. Revenue growth stalled despite strong pipeline. Solution: Connects workflow to Airtable project intake form. When prospect completes project scope form, workflow instantly generates customized proposal with accurate pricing based on feature selections and complexity. Result: Proposals delivered in under 1 hour versus 5-7 days. Win rate increases from 18% to 41%. Studio captures 8 additional projects monthly worth $35,000. Client satisfaction scores improve as prospects appreciate speed and professionalism. IT Consulting Firm Example Consultants manually assemble proposals from disparate sources including technical specifications, staffing plans, and pricing spreadsheets. Format inconsistencies hurt credibility. Proposal errors cause scope creep and margin erosion. Solution: Builds workflow that pulls technical requirements from project planning tool, staffing from resource management system, and pricing from rate card database. All data flows into validated proposal template. Result: Proposal accuracy increases to 98% reducing change orders and scope disputes. Professional presentation wins 2 competitive bids against larger firms. Margin protection saves $75,000 annually. Proposal creation time reduced from 8 hours to 20 minutes per opportunity. Training Company Example Small team of 4 sends 30+ training proposals monthly. Founder spends 15+ hours weekly on proposal creation instead of business development. Revenue plateaus despite strong demand. Solution: Implements workflow triggered by Typeform submission after discovery calls. Prospects self-select training modules, duration, and delivery format. Workflow generates proposal with accurate pricing and timeline. Result: Founder reclaims 15 hours weekly for strategic activities. Team handles 3x proposal volume without hiring. Revenue increases 140% year-over-year. Client feedback highlights speed and professionalism. Referral rate increases as satisfied clients rave about seamless buying experience. Pro Tips Pre-fill Data from CRM** - Connect to HubSpot, Pipedrive, or Salesforce to auto-populate client information and pricing Create Proposal Templates by Service Type** - Maintain different HTML templates for consulting vs product vs retainer proposals Use Dynamic Pricing** - Connect to pricing database or spreadsheet to ensure rates stay current Add Expiration Logic** - Automatically follow up when proposals near expiration (25-day mark) Track Engagement** - Integrate with email tracking (Mailtrack, Yesware) to see when clients open proposals Version Control** - Add version numbers to proposals when re-sending with updates Personalization Variables** - Include prospect's name, company, and pain points throughout proposal Social Proof** - Add relevant case studies, testimonials, or client logos to proposals Clear Next Steps** - Include calendar link or specific call-to-action in email Follow-Up Sequences** - Build automated follow-up workflow (day 3, day 7, day 14 if no response) Proposal Analytics** - Track which proposals convert at highest rates and identify patterns Mobile Optimization** - Test proposal PDF readability on mobile devices Legal Review** - Have legal team review terms template annually A/B Test Formats** - Test different proposal layouts, pricing presentation styles, and email subject lines Quick Edits** - Build simple update form for minor proposal tweaks without regenerating entire document Business Impact Metrics Track these key metrics to measure workflow success: Proposal Creation Time** - Measure average minutes from request to sent (target: under 10 minutes) Proposal Volume** - Count monthly proposals generated through automation (expect 3-5x increase in capacity) Error Rate** - Track proposals with data errors or formatting issues (target: under 2%) Time to Delivery** - Monitor hours from opportunity creation to proposal in client inbox (target: same business day) Team Hours Saved** - Calculate monthly hours reclaimed from proposal automation (typical: 30-60 hours for 5-person sales team) Win Rate Impact** - Compare close rates before and after workflow implementation (expect 15-30% improvement) Average Deal Size** - Track if professional proposals increase deal values (typical: 10-20% increase) Brand Consistency Score** - Audit proposal quality and brand adherence (target: 95%+ consistency) Client Feedback** - Survey clients on proposal professionalism and clarity (target: 4.5/5 stars) Sales Velocity** - Measure days from opportunity to closed-won (expect 20-40% reduction in sales cycle) Template Compatibility Compatible with n8n version 1.0 and above Works with n8n Cloud and Self-Hosted instances Requires HTML to PDF API service subscription No coding required for basic setup Fully customizable for industry-specific requirements Mobile-friendly proposal output Multi-currency support built-in Ready to transform your proposal process? Import this template and start sending professional, beautifully designed proposals in minutes instead of hours - boosting your win rates and freeing your team to focus on selling!

Transform procurement from manual chaos to intelligent automation - AI-powered supplier selection analyzes urgency, cost, and delivery requirements to recommend optimal vendors, then automatically generates professional POs, manages approval workflows, and tracks delivery while maintaining complete audit trails. What This Workflow Does Revolutionizes purchase order management with AI-driven supplier optimization and automated procurement workflows: Webhook-Triggered Generation** - Automatically creates POs from inventory systems, manual requests, or threshold alerts Smart Data Validation** - Verifies item details, quantities, pricing, and calculates totals with tax and shipping AI Supplier Selection** - OpenAI agent analyzes order requirements and recommends optimal supplier based on multiple factors Intelligent Analysis** - AI considers urgency level, total value, item categories, delivery requirements, and cost optimization Multi-Supplier Database** - Maintains supplier profiles with contact details, payment terms, delivery times, and specializations Approval Workflow** - Routes high-value orders (>$5000) for management approval before supplier notification Professional PO Generation** - Creates beautifully formatted purchase orders with company branding and complete details AI Insights Display** - Shows supplier selection reasoning, cost optimization notes, and alternative supplier recommendations PDF Conversion** - Transforms HTML into print-ready, professional-quality purchase order documents Automated Email Distribution** - Sends POs directly to selected suppliers with all necessary attachments Google Drive Archival** - Automatically saves POs to organized folders with searchable filenames Procurement System Logging** - Records complete PO details, supplier info, and status in centralized system Delivery Tracking** - Monitors order status from placement through delivery confirmation Slack Team Notifications** - Real-time alerts to procurement team with PO details and AI recommendations Urgency Classification** - Prioritizes orders based on urgency (urgent, normal) affecting supplier selection Cost Optimization** - AI identifies opportunities for savings or faster delivery based on requirements Key Features AI-Powered Supplier Matching**: Machine learning analyzes order characteristics and recommends best supplier from database based on delivery speed, cost, and specialization Intelligent Trade-Off Analysis**: AI balances cost vs delivery time vs supplier capabilities to find optimal choice for specific order requirements Automatic PO Numbering**: Generates unique sequential purchase order numbers with format PO-YYYYMM-#### for tracking and reference Approval Threshold Management**: Configurable dollar thresholds trigger approval workflows for high-value purchases requiring management authorization Multi-Criteria Supplier Selection**: Considers urgency level, order value, item categories, delivery requirements, and historical performance Supplier Specialization Matching**: Routes technology orders to tech suppliers, construction materials to building suppliers, etc. Cost vs Speed Optimization**: AI recommends premium suppliers for urgent orders and budget suppliers for standard delivery timelines Alternative Supplier Suggestions**: Provides backup supplier recommendations in case primary choice is unavailable Real-Time Pricing Calculations**: Automatically computes line items, subtotals, taxes, shipping, and grand totals Payment Terms Automation**: Pulls supplier-specific payment terms (Net 30, Net 45, etc.) from supplier database Shipping Address Management**: Maintains multiple delivery locations with automatic address population Special Instructions Field**: Captures custom requirements, delivery notes, or handling instructions for suppliers Item Catalog Integration**: Supports product codes, descriptions, quantities, and unit pricing for accurate ordering Audit Trail Generation**: Complete activity log tracking PO creation, approvals, supplier notification, and delivery Status Tracking System**: Monitors PO lifecycle from creation through delivery confirmation with real-time updates Multi-Department Support**: Tracks requesting department for budget allocation and accountability Perfect For Retail Stores** - Automated inventory reordering when stock reaches threshold levels Manufacturing Companies** - Raw material procurement with delivery scheduling for production planning Restaurant Chains** - Food and supplies ordering with vendor rotation and cost optimization IT Departments** - Equipment purchasing with approval workflows for technology investments Construction Companies** - Materials procurement with urgency-based supplier selection for project timelines Healthcare Facilities** - Medical supplies ordering with compliance tracking and vendor management Educational Institutions** - Procurement for facilities, supplies, and equipment across departments E-commerce Businesses** - Inventory replenishment with AI-optimized supplier selection for margins Hospitality Industry** - Supplies procurement for hotels and resorts with cost control Government Agencies** - Compliant procurement workflows with approval chains and audit trails What You Will Need Required Integrations OpenAI API** - AI agent for intelligent supplier selection and optimization (API key required) HTML to PDF API** - PDF conversion service for professional PO documents (approximately 1-5 cents per PO) Gmail or SMTP** - Email delivery for sending POs to suppliers and approval requests Google Drive** - Cloud storage for PO archival and compliance documentation Optional Integrations Slack Webhook** - Procurement team notifications with PO details and AI insights Procurement Software** - ERP/procurement system API for automatic logging and tracking Inventory Management** - Connect to inventory systems for automated reorder triggers Accounting Software** - QuickBooks, Xero integration for expense tracking and reconciliation Supplier Portal** - Direct integration with supplier order management systems Approval Software** - Connect to approval management platforms for workflow automation Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure OpenAI - Add OpenAI API credentials for AI supplier selection agent Setup PDF Service - Add HTML to PDF API credentials in the HTML to PDF node Configure Gmail - Connect Gmail OAuth2 credentials and update sender email Connect Google Drive - Add Google Drive OAuth2 credentials and set folder ID for PO archival Customize Company Info - Edit company data with your company name, address, contact details Update Supplier Database - Modify supplier information in enrichment node with actual vendor details Set Approval Threshold - Adjust dollar amount requiring management approval ($5000 default) Configure Email Templates - Customize supplier email and approval request messages Add Slack Webhook - Configure Slack notification URL for procurement team alerts Test AI Agent - Submit sample order to verify AI supplier selection logic Test Complete Workflow - Run end-to-end test with real PO data to verify all integrations Customization Options Supplier Scoring Algorithm** - Adjust AI weighting for cost vs delivery speed vs quality factors Multi-Location Support** - Add multiple shipping addresses for different facilities or warehouses Budget Tracking** - Integrate departmental budgets with automatic budget consumption tracking Volume Discounts** - Configure automatic discount calculations based on order quantities Contract Compliance** - Enforce existing vendor contracts and preferred supplier agreements Multi-Currency Support** - Handle international suppliers with currency conversion and forex rates RFQ Generation** - Extend workflow to generate requests for quotes for new items Delivery Scheduling** - Integrate calendar for scheduled deliveries and receiving coordination Quality Tracking** - Add supplier performance scoring based on delivery time and quality Return Management** - Create return authorization workflows for defective items Recurring Orders** - Automate standing orders with scheduled generation Inventory Forecasting** - AI predicts reorder points based on historical consumption patterns Supplier Negotiation** - Track pricing history and flag opportunities for renegotiation Compliance Documentation** - Attach required certifications, insurance, or regulatory documents Multi-Approver Chains** - Configure complex approval hierarchies for different dollar thresholds Expected Results 90% time savings** - Reduce PO creation from 30 minutes to 3 minutes per order 50% faster supplier selection** - AI recommends optimal vendor instantly vs manual research Elimination of stockouts** - Automated reordering prevents inventory shortages 20-30% cost savings** - AI optimization identifies better pricing and supplier options 100% approval compliance** - No high-value orders bypass required approvals Zero lost POs** - Complete digital trail with automatic archival Improved supplier relationships** - Professional, consistent POs with clear requirements Faster order processing** - Suppliers receive clear POs immediately enabling faster fulfillment Better delivery predictability** - AI matches urgency to supplier capabilities reducing delays Reduced procurement overhead** - Automation eliminates manual data entry and follow-up Pro Tips Train AI with Historical Data** - Feed past successful orders to improve AI supplier recommendations Maintain Supplier Performance Scores** - Track delivery times and quality to enhance AI selection accuracy Set Smart Thresholds** - Adjust approval amounts based on department budgets and risk tolerance Use Urgency Levels Strategically** - Reserve "urgent" classification for true emergencies to optimize costs Monitor AI Recommendations** - Review AI reasoning regularly to validate supplier selection logic Integrate Inventory Triggers** - Connect to inventory systems for automatic PO generation at reorder points Establish Preferred Vendors** - Flag preferred suppliers in database for AI to prioritize when suitable Document Special Requirements** - Use special instructions field consistently for better supplier compliance Track Cost Trends** - Export PO data to analyze spending patterns and negotiation opportunities Review Alternative Suppliers** - Keep AI's alternative recommendations for backup when primary unavailable Schedule Recurring Orders** - Set up automated triggers for regular supply needs Centralize Receiving** - Use consistent ship-to addresses to simplify delivery coordination Archive Systematically** - Organize Drive folders by fiscal year, department, or supplier Test Approval Workflow** - Verify approval routing works before deploying to production Communicate AI Benefits** - Help procurement team understand AI recommendations build trust Business Impact Metrics Track these key metrics to measure workflow success: PO Generation Time** - Average minutes from request to supplier notification (target: under 5 minutes) Supplier Selection Accuracy** - Percentage of AI recommendations that meet delivery and cost expectations (target: 90%+) Approval Workflow Speed** - Average hours for high-value PO approvals (target: under 4 hours) Stockout Prevention** - Reduction in inventory shortages due to faster PO processing Cost Savings** - Percentage reduction in procurement costs from AI optimization (typical: 15-25%) Order Accuracy** - Reduction in PO errors requiring correction or cancellation Supplier On-Time Delivery** - Improvement in delivery performance from better supplier matching Procurement Productivity** - Number of POs processed per procurement staff member Budget Compliance** - Percentage of POs staying within approved departmental budgets Audit Readiness** - Time required to produce PO documentation for audits (target: under 5 minutes) Template Compatibility Compatible with n8n version 1.0 and above Requires OpenAI API access for AI agent functionality Works with n8n Cloud and Self-Hosted instances Requires HTML to PDF API service subscription No coding required for basic setup Fully customizable supplier database and selection criteria Integrates with major procurement and ERP systems via API Supports unlimited suppliers and product categories Scales to handle thousands of POs monthly Ready to transform your procurement process? Import this template and start generating intelligent purchase orders with AI-powered supplier selection, automated approval workflows, and complete procurement tracking - eliminating manual processes, preventing stockouts, and optimizing costs across your entire supply chain!

Promo Seeker automatically finds, verifies, and delivers active promo codes to users via Telegram or email using SerpAPI + Gemini (OpenRouter). Saves hours of manual searching and deduplicates results into an n8n Data Table for fast reuse. Why Use This Workflow? Time Savings: Reduces manual promo hunting from 2 hours to 5 minutes per query. Cost Reduction: Cuts reliance on paid scraping tools or manual services — potential savings of $50–$200/month. Error Prevention: Cross-references sources and enforces a 30‑day recency filter to reduce expired-code hits by ~60% vs single-source checks. Scalability: Handles hundreds of queries per day with Data Table upserts and optional scheduling for continuous discovery. Ideal For Marketing / Growth Managers:** Quickly discover competitor or partner discounts to promote in campaigns. Customer Support / Operations:** Respond to user requests with verified promo codes via Telegram or email. Affiliate / Content Teams:** Aggregate and maintain a clean promo feed for newsletters or site widgets. How It Works Trigger: Incoming request via Webhook, Telegram message, Google Form submission, or scheduled run. Data Collection: The LangChain agent uses SerpAPI search results and Gemini (OpenRouter) to locate recent promo codes. Processing: Filter for recency (last 30 days), extract code, value, terms, and expiry. Intelligence Layer: Gemini 2.5 Pro (OpenRouter) + LangChain agent structure and verify results, outputting a standardized JSON. Output & Delivery: If a code exists in the Data Table, notify the requester via Telegram and Gmail; otherwise, return results and upsert them into the Data Table. Storage & Logging: Results stored/upserted in an n8n Data Table to prevent duplicates and enable fast lookups. Setup Guide Prerequisites | Requirement | Type | Purpose | |-------------|------|---------| | n8n instance | Essential | Execute the workflow — import JSON to your n8n instance | | SerpAPI account | Essential | Web search results for promo code discovery | | OpenRouter (Gemini) account | Essential | Language model (Gemini 2.5 Pro) for extraction and verification | | Telegram Bot (BotFather) | Essential | Receive queries and send promo notifications | | Gmail OAuth2 | Essential | Send rich email notifications | | n8n Data Tables | Essential | Store and deduplicate promo code records | Get your n8n instance here: n8n instance — import the JSON and begin configuration. (Repeat link for convenience) n8n instance Installation Steps Import the JSON workflow into your n8n instance. Configure credentials (use n8n's Credentials UI — do NOT paste keys into nodes): SerpAPI: paste your SerpAPI API Key from your SerpAPI dashboard. OpenRouter API: paste your OpenRouter API Key (for Gemini 2.5 Pro). Telegram API: create bot via @BotFather, then add Bot Token to Telegram credentials. Gmail OAuth2: use n8n's Gmail OAuth2 credential flow and authorize the account. Update environment-specific values: Webhook path: /v1/promo-seeker (configured in the Webhook node) or replace with your preferred path. Data Table ID: point to your own Data Table Form/webhook recipient fields (email/chatId mappings). Customize settings: Adjust the LangChain agent prompt (Promo Seeker Agent) for different recency windows or regional focus. Change max results/limit on the Data Table node (default limit = 3). Test execution: Trigger via Telegram or a POST to the webhook with sample payload: { "platform":"example.com", "email":"you@domain.com" } Confirm notifications arrive and Data Table rows are upserted. Technical Details Core Nodes | Node | Purpose | Key Configuration | |------|---------|-------------------| | SerpAPI | Fetch web search results | Provide credential; adjust search params in agent prompt | | Gemini 2.5Pro (OpenRouter) | Extract & verify promo details | Use OpenRouter credential; model google/gemini-2.5-pro | | Promo Seeker Agent (LangChain) | Orchestrates search + parsing | System prompt enforces 30‑day recency & result format | | Structured Output Parser | Validates agent output | JSON schema example for platform/code/value/terms/validUntil | | Data Table (Get row(s)) | Lookup existing promos | Filters by platform; limit = 3 | | If (Code Exist?) | Branching logic | Checks existence of platform field | | Data Table (Upsert row(s)) | Insert or update promo | Mapping from agent output to Data Table columns | | Telegram Trigger / Telegram | Receive queries & notify users | Webhook-based trigger; parse_mode = HTML for messages | | Gmail | Send rich HTML emails | Uses Gmail OAuth2 credential | | Webhook / Form Trigger | Alternate inputs | Webhook path /v1/promo-seeker and Form trigger for manual submissions | Workflow Logic On trigger, the Platform Set node normalizes the incoming query and receiver. Get row(s) checks Data Table for existing promos. If found: notify via Telegram and send Gmail (email template included). If not found: the Promo Seeker Agent runs SerpAPI searches, parses structured output, then Upsert row(s) saves results and notifications are sent. Structured Output Parser enforces correct JSON to avoid bad upserts. Customization Options Basic Adjustments Recency window: change the agent prompt to 7/14/30 days. Result limit: increase Data Table Get limit or change Upsert batch size. Advanced Enhancements Add Slack or Microsoft Teams notifications (moderate complexity). Add caching layer (Redis) to reduce repeated SerpAPI calls (advanced). Parallelize searches across multiple search engines (higher API usage & complexity). Performance & Optimization | Metric | Expected Performance | Optimization Tips | |--------|----------------------|-------------------| | Execution time | 8–30s per new search (depends on SerpAPI + LM response) | Reduce SerpAPI page depth; cache recent results | | API calls | 3–10 SerpAPI calls per complex query | Batch queries; use higher-quality search params | | Error handling | Agent retries on malformed output | Use retry nodes and set onError strategy for downstream nodes | Troubleshooting | Problem | Cause | Solution | |---------|-------|----------| | No results returned | Query too vague or rate-limited API | Improve query specificity; check SerpAPI quota | | Gmail send fails | OAuth scope not granted or token expired | Reconnect Gmail OAuth2 credential in n8n | | Telegram webhook not firing | Incorrect bot token or webhook setup | Recreate Telegram credential and check bot permissions | | Duplicate rows | Upsert mapping mismatch | Ensure promoCode mapping in Upsert matches structured output | | Agent returns malformed JSON | LM prompt too permissive | Tighten the agent system prompt and validate with Structured Output Parser | Created by: khaisa Studio Category: Marketing Automation Tags: promo-codes, coupons, serpapi, telegram, gmail, openrouter, data-tables Need custom workflows or help adapting this template? 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Outbound Agent - AI-Powered Lead Generation with Natural Language Prospecting This n8n workflow transforms natural language queries into targeted B2B prospecting campaigns by combining Explorium's data intelligence with AI-powered research and personalized email generation. Simply describe your ideal customer profile in plain English, and the workflow automatically finds prospects, enriches their data, researches them, and creates personalized email drafts. DEMO Template Demo Credentials Required To use this workflow, set up the following credentials in your n8n environment: Anthropic API Type:** API Key Used for:** AI Agent query interpretation, email research, and email writing Get your API key at Anthropic Console Explorium API Type:** Generic Header Auth Header:** Authorization Value:** Bearer YOUR_API_KEY Used for:** Prospect matching, contact enrichment, professional profiles, and MCP research Get your API key at Explorium Dashboard Explorium MCP Type:** HTTP Header Auth Used for:** Real-time company and prospect intelligence research Connect to: https://mcp.explorium.ai/mcp Gmail Type:** OAuth2 Used for:** Creating email drafts Alternative options: Outlook, Mailchimp, SendGrid, Lemlist Go to Settings → Credentials, create these credentials, and assign them in the respective nodes before running the workflow. Workflow Overview Node 1: When chat message received This node creates an interactive chat interface where users can describe their prospecting criteria in natural language. Type:** Chat Trigger Purpose:** Accept natural language queries like "Get 5 marketing leaders at fintech startups who joined in the past year and have valid contact information" Example Prompts:** "Find SaaS executives in New York with 50-200 employees" "Get marketing directors at healthcare companies" "Show me VPs at fintech startups with recent funding" Node 2: Chat or Refinement This code node manages the conversation flow, handling both initial user queries and validation error feedback. Function:** Routes either the original chat input or validation error messages to the AI Agent Dynamic Input:** Combines chatInput and errorInput fields Purpose:** Creates a feedback loop for validation error correction Node 3: AI Agent The core intelligence node that interprets natural language and generates structured API calls. Functionality: Interprets user intent from natural language queries Maps concepts to Explorium API filters (job levels, departments, company size, revenue, location, etc.) Generates valid JSON requests with precise filter criteria Handles off-topic queries with helpful guidance Connected to MCP Client for real-time filter specifications AI Components: Anthropic Chat Model:** Claude Sonnet 4 for query interpretation Simple Memory:** Maintains conversation context (100 message window) Output Parser:** Structured JSON output with schema validation MCP Client:** Connected to https://mcp.explorium.ai/mcp for Explorium specifications System Instructions: Expert in converting natural language to Explorium API filters Can revise previous responses based on validation errors Strict adherence to allowed filter values and formats Default settings: mode: "full", size: 10000, page_size: 100, has_email: true Node 4: API Call Validation This code node validates the AI-generated API request against Explorium's filter specifications. Validation Checks: Filter key validity (only allowed filters from approved list) Value format correctness (enums, ranges, country codes) No duplicate values in arrays Proper range structure for experience fields (total_experience_months, current_role_months) Required field presence Allowed Filters: country_code, region_country_code, company_country_code, company_region_country_code company_size, company_revenue, company_age, number_of_locations google_category, naics_category, linkedin_category, company_name city_region_country, website_keywords has_email, has_phone_number job_level, job_department, job_title business_id, total_experience_months, current_role_months Output: isValid: Boolean validation status validationErrors: Array of specific error messages Node 5: Is API Call Valid? Conditional routing node that determines the next step based on validation results. If Valid:** Proceed to Explorium API: Fetch Prospects If Invalid:** Route to Validation Prompter for correction Node 6: Validation Prompter Generates detailed error feedback for the AI Agent when validation fails. This creates a self-correcting loop where the AI learns from validation errors and regenerates compliant requests by routing back to Node 2 (Chat or Refinement). Node 7: Explorium API: Fetch Prospects Makes the validated API call to Explorium's prospect database. Method:** POST Endpoint:** /v1/prospects/fetch Authentication:** Header Auth (Bearer token) Input:** JSON with filters, mode, size, page_size, page Returns:** Array of matched prospects with prospect IDs based on filter criteria Node 8: Pull Prospect IDs Extracts prospect IDs from the fetch response for bulk enrichment. Input:** Full fetch response with prospect data Output:** Array of prospect_id values formatted for enrichment API Node 9: Explorium API: Contact Enrichment Single enrichment node that enhances prospect data with both contact and profile information. Method:** POST Endpoint:** /v1/prospects/enrich Enrichment Types:** contacts, profiles Authentication:** Header Auth (Bearer token) Input:** Array of prospect IDs from Node 8 Returns: Contacts:** Professional emails (current, verified), phone numbers (mobile, work), email validation status, all available email addresses Profiles:** Full professional history, current role details, company information, skills and expertise, education background, experience timeline, job titles and seniority levels Node 10: Clean Output Data Transforms and structures the enriched data for downstream processing. Node 11: Loop Over Items Iterates through each prospect to generate individualized research and emails. Batch Size:** 1 (processes prospects one at a time) Purpose:** Enable personalized research and email generation for each prospect Loop Control:** Processes until all prospects are complete Node 12: Research Email AI-powered research agent that investigates each prospect using Explorium MCP. Input Data: Prospect name, job title, company name, company website LinkedIn URL, job department, skills Research Focus: Company automation tool usage (n8n, Zapier, Make, HubSpot, Salesforce) Data enrichment practices Tech stack and infrastructure (Snowflake, Segment, etc.) Recent company activity and initiatives Pain points related to B2B data (outdated CRM data, manual enrichment, static workflows) Public content (speaking engagements, blog posts, thought leadership) AI Components: Anthropic Chat Model1:** Claude Sonnet 4 for research Simple Memory1:** Maintains research context Explorium MCP1:** Connected to https://mcp.explorium.ai/mcp for real-time intelligence Output: Structured JSON with research findings including automation tools, pain points, personalization notes Node 13: Email Writer Generates personalized cold email drafts based on research findings. Input Data: Contact info from Loop Over Items Current experience and skills Research findings from Research Email agent Company data (name, website) AI Components: Anthropic Chat Model3:** Claude Sonnet 4 for email writing Structured Output Parser:** Enforces JSON schema with email, subject, message fields Output Schema: email: Selected prospect email address (professional preferred) subject: Compelling, personalized subject line message: HTML formatted email body Node 14: Create a draft (Gmail) Creates email drafts in Gmail for review before sending. Resource:** Draft Subject:** From Email Writer output Message:** HTML formatted email body Send To:** Selected prospect email address Authentication:** Gmail OAuth2 After Creation: Loops back to Node 11 (Loop Over Items) to process next prospect Alternative Output Options: Outlook:** Create drafts in Microsoft Outlook Mailchimp:** Add to email campaign SendGrid:** Queue for sending Lemlist:** Add to cold email sequence Workflow Flow Summary Input: User describes target prospects in natural language via chat interface Interpret: AI Agent converts query to structured Explorium API filters using MCP Validate: API call validation ensures filter compliance Refine: If invalid, error feedback loop helps AI correct the request Fetch: Retrieve matching prospect IDs from Explorium database Enrich: Parallel bulk enrichment of contact details and professional profiles Clean: Transform and structure enriched data Loop: Process each prospect individually Research: AI agent uses Explorium MCP to gather company and prospect intelligence Write: Generate personalized email based on research Draft: Create reviewable email drafts in preferred platform This workflow eliminates manual prospecting work by combining natural language processing, intelligent data enrichment, automated research, and personalized email generation—taking you from "I need marketing leaders at fintech companies" to personalized, research-backed email drafts in minutes. Customization Options Flexible Triggers The chat interface can be replaced with: Scheduled runs for recurring prospecting Webhook triggers from CRM updates Manual execution for ad-hoc campaigns Scalable Enrichment Adjust enrichment depth by: Adding more Explorium API endpoints (technographics, funding, news) Configuring prospect batch sizes Customizing data cleaning logic Output Destinations Route emails to your preferred platform: Email Platforms:** Gmail, Outlook, SendGrid, Mailchimp Sales Tools:** Lemlist, Outreach, SalesLoft CRM Integration:** Salesforce, HubSpot (create leads with research) Collaboration:** Slack notifications, Google Docs reports AI Model Flexibility Swap AI providers based on your needs: Default: Anthropic Claude (Sonnet 4) Alternatives: OpenAI GPT-4, Google Gemini Setup Notes Domain Filtering: The workflow prioritizes professional emails—customize email selection logic in the Clean Output Data node MCP Configuration: Explorium MCP requires Header Auth setup—ensure credentials are properly configured Rate Limits: Adjust Loop Over Items batch size if hitting API rate limits Memory Context: Simple Memory maintains conversation history—increase window length for longer sessions Validation: The AI self-corrects through validation loops—monitor early runs to ensure filter accuracy This workflow represents a complete AI-powered sales development representative (SDR) that handles prospecting, research, and personalized outreach with minimal human intervention.

Who is it for This template is perfect for content creators, space enthusiasts, educators, and organizations who want to automatically generate and distribute engaging weekly space newsletters. It's especially useful for those who want to stay updated on space events without manual content creation. How it works This workflow automatically generates a comprehensive space newsletter every week by: Fetching the latest data from multiple NASA APIs (APOD, DONKI, NeoWS) Using AI to create an engaging newsletter from the raw data Creating a formatted document with the content Converting it to PDF format Distributing via email and archiving to your preferred platform Sending success notifications to your team Setup steps Get NASA API Key: Register at https://api.nasa.gov to get your API key (free) Configure OpenAI: Add your OpenAI credentials for content generation Set up Google Workspace: Connect Google Docs, Drive, and Gmail accounts Optional integrations: Configure Notion for archiving and Slack for notifications Customize schedule: Adjust the weekly trigger time to your preference Requirements NASA API key (free at api.nasa.gov) OpenAI API access Google Workspace account (Docs, Drive, Gmail) Optional: Notion and Slack accounts How to customize Modify the AI prompt to change the newsletter style and tone Adjust the date range for fetching space data Add or remove NASA API endpoints based on your interests Customize email recipients and notification channels Enable/disable the Notion archiving feature as needed

Overview This automated workflow intelligently qualifies interior design leads, generates personalized client emails, and manages follow-up through a human-approval process. Built with n8n, Claude AI, Telegram approval, and Notion database integration. ⚠️ Hosting Options This template works with both n8n Cloud and self-hosted instances. Most nodes are native to n8n, making it cloud-compatible out of the box. What This Template Does Automated Lead Management Pipeline: Captures client intake form submissions from website or n8n forms AI-powered classification into HOT/WARM/COLD categories based on budget, project scope, and commitment indicators Generates personalized outreach emails tailored to each lead type Human approval workflow via Telegram for quality control Email revision capability for rejected drafts Automated client email delivery via Gmail Centralized lead tracking in Notion database Key Features ✅ Intelligent Lead Scoring: Analyzes 12+ data points including budget (AED), space count, project type, timeline, and style preferences ✅ Personalized Communication: AI-generated emails reference specific client details, demonstrating genuine understanding ✅ Quality Control: Human-in-the-loop approval via Telegram prevents errors before client contact ✅ Smart Routing: Different workflows for qualified leads (meeting invitations) vs. unqualified leads (respectful alternatives) ✅ Revision Loop: Rejected emails automatically route to revision agent for improvements ✅ Database Integration: All leads stored in Notion for pipeline tracking and analytics Use Cases Interior design firms managing high-volume lead intake Architecture practices with complex qualification criteria Home renovation companies prioritizing project value Any service business requiring budget-based lead scoring Sales teams needing approval workflows before client contact Prerequisites Required Accounts & API Keys: Anthropic Claude API - For AI classification and email generation Telegram Bot Token - For approval notifications Gmail Account - For sending client emails (or any SMTP provider) Notion Account - For lead database storage n8n Account - Cloud or self-hosted instance Technical Requirements: Basic understanding of n8n workflows Ability to create Telegram bots via BotFather Gmail app password or OAuth setup Notion database with appropriate properties Setup Instructions Step 1: Clone and Import Template Copy this template to your n8n instance (cloud or self-hosted) All nodes will appear as inactive - this is normal Step 2: Configure Form Trigger Open the Client Intake Form Trigger node Choose your trigger type: For n8n forms: Configure form fields matching the template structure For webhook: Copy webhook URL and integrate with your website form Required form fields: First Name, Second Name, Email, Contact Number Project Address, Project Type, Spaces Included Budget Range, Completion Date, Style Preferences Involvement Level, Previous Experience, Inspiration Links Step 3: Set Up Claude AI Credentials Obtain API key from https://console.anthropic.com In n8n: Create new credential → Anthropic → Paste API key Apply credential to these nodes: AI Lead Scoring Engine Personalized Client Outreach Email Generator Email Revision Agent Step 4: Configure Telegram Approval Bot Create bot via Telegram's @BotFather Copy bot token Get your Telegram Chat ID (use @userinfobot) In n8n: Create Telegram credential with bot token Configure Human-in-the-Loop Email Approval node: Add your Chat ID Customize approval message format if desired Step 5: Set Up Gmail Sending Enable 2-factor authentication on Gmail account Generate app password: Google Account → Security → App Passwords In n8n: Create Gmail credential using app password Configure Client Email Delivery node with sender details Step 6: Connect Notion Database Create Notion integration at https://www.notion.so/my-integrations Copy integration token Create database with these properties: Client Name (Title), Email (Email), Contact Number (Phone) Project Address (Text), Project Type (Multi-select) Spaces Included (Text), Budget (Select), Timeline (Date) Classification (Select: HOT/WARM/COLD), Confidence (Select) Estimated Value (Number), Status (Select) Share database with your integration In n8n: Add Notion credential → Paste token Configure Notion Lead Database Manager with database ID Step 7: Customize Classification Rules (Optional) Open AI Lead Scoring Engine node Review classification criteria in the prompt: HOT: 500k+ AED, full renovations, 2+ spaces WARM: 100k+ AED, 2+ spaces COLD: <100k AED OR single space Adjust thresholds to match your business requirements Modify currency if not using AED Step 8: Personalize Email Templates Open Personalized Client Outreach Email Generator node Customize: Company name and branding Signature placeholders ([Your Name], [Title], etc.) Tone and style preferences Alternative designer recommendations for COLD leads Step 9: Test the Workflow Activate the workflow Submit a test form with sample data Monitor each node execution in n8n Check Telegram for approval message Verify email delivery and Notion database entry Step 10: Set Up Error Handling (Recommended) Add error workflow trigger Configure notifications for failed executions Set up retry logic for API failures Workflow Node Breakdown 1. Client Intake Form Trigger Captures lead data from website forms or n8n native forms with all project details. 2. AI Lead Scoring Engine Analyzes intake data using structured logic: budget validation, space counting, and multi-factor evaluation. Returns HOT/WARM/COLD classification with confidence scores. 3. Lead Classification Router Routes leads into three priority workflows based on AI classification, optimizing resource allocation. 4. Sales Team Email Notifier Sends instant alerts to sales representatives with complete lead details and AI reasoning for internal tracking. 5. Personalized Client Outreach Email Generator AI-powered composer creating tailored responses demonstrating genuine understanding of client vision, adapted by lead type. 6. Latest Email Version Controller Captures most recent email output ensuring only final approved version proceeds to delivery. 7. Human-in-the-Loop Email Approval Telegram-based review checkpoint sending generated emails to team member for quality control before client delivery. 8. Approval Decision Router Evaluates reviewer's response, routing approved emails to client delivery or rejected emails to revision agent. 9. Email Revision Agent AI-powered editor refining rejected emails based on feedback while maintaining personalization and brand voice. 10. Client Email Delivery Sends final approved personalized emails demonstrating understanding of project vision with clear next steps. 11. Notion Lead Database Manager Records all potential clients with complete intake data, classification results, and tracking information for pipeline management. Customization Tips Adjust Classification Thresholds: Modify budget ranges and space requirements in the AI Lead Scoring Engine prompt to match your market and service level. Multi-Language Support: Update all AI agent prompts with instructions for your target language. Claude supports 100+ languages. Additional Routing: Add branches for special cases like urgent projects, VIP clients, or specific geographic regions. CRM Integration: Replace Notion with HubSpot, Salesforce, or Airtable using respective n8n nodes. SMS Notifications: Add Twilio node for immediate HOT lead alerts to mobile devices. Troubleshooting Issue: Telegram approval not received Verify bot token is correct Confirm chat ID matches your Telegram account Check bot is not blocked Issue: Claude API errors Verify API key validity and credits Check prompt length isn't exceeding token limits Review rate limits on your Anthropic plan Issue: Gmail not sending Confirm app password (not regular password) is used Check "Less secure app access" if using older method Verify daily sending limits not exceeded Issue: Notion database not updating Confirm integration has access to database Verify property names match exactly (case-sensitive) Check property types align with data being sent Template Metrics Execution Time**: ~30-45 seconds per lead (including AI processing) API Calls**: 2-3 Claude requests per lead (classification + email generation, +1 if revision) Cost Estimate**: ~$0.05-0.15 per lead processed (based on Claude API pricing) Support & Community n8n Community Forum**: https://community.n8n.io Template Issues**: Report bugs or suggest improvements via n8n template feedback Claude Documentation**: https://docs.anthropic.com Notion API Docs**: https://developers.notion.com License This template is provided as-is under MIT license. Modify and adapt freely for your business needs. Version: 1.0 Last Updated: October 2025 Compatibility: n8n v1.0+ (Cloud & Self-Hosted), Claude API v2024-10+

Travel Reimbursement - OCR & Expense Extraction Workflow Overview This is a lightweight n8n workflow that accepts chat input and uploaded receipts, runs OCR, stores parsed results in Supabase, and uses an AI agent to extract structured travel expense data and compute totals. Designed for zero retention operation and fast integration. Workflow Structure Frontend:** Chat UI trigger that accepts text and file uploads. Preprocessing:** Binary normalization + per-file OCR request. Storage:** Store OCR-parsed blocks in Supabase temp_table. Core AI:** Travel reimbursement agent that extracts fields, infers missing values, and calculates totals using the Calculator tool. Output:** Agent responds to the chat with a concise expense summary and breakdowns. Chat Trigger (Frontend) Trigger node:** When chat message received public: true, allowFileUploads: true, sessionId used to tie uploads to the chat session. Custom CSS + initial messages configured for user experience. Binary Presence Check Node:** CHECK IF BINARY FILE IS PRESENT OR NOT (IF) Checks whether incoming payload contains files. If files present -> route to Split Out -> NORMALIZE binary file -> OCR (ANY OCR API) -> STORE OCR OUTPUT -> Merge. If no files -> route directly to Merge -> Travel reimbursement agent. Binary Normalization Node:** Split Out and NORMALIZE binary file (Code) Split Out extracts binary entries into a data field. NORMALIZE binary file picks the first binary key and rewrites payload to binary.data for consistent downstream shape. OCR Node:** OCR (ANY OCR API ) (HTTP Request) Sends multipart/form-data to OCR endpoint, expects JSONL or JSON with blocks. Body includes mode=single, output_type=jsonl, include_images=false. Store OCR Output Node:** STORE OCR OUTPUT (Supabase) Upserts into temp_table with session_id, parsed blocks, and file_name. Used by agent to fetch previously uploaded receipts for same session. Memory & Tooling Nodes:** Simple Memory and Simple Memory1 (memoryBufferWindow) Keep last 10 messages for session context. Node:** Calculator1 (toolCalculator) Used by agent to sum multiple charges, handle currency arithmetic and totals. Travel Reimbursement Agent (Core) Node:** Travel reimbursement agent (LangChain agent) Model: Mistral Cloud Chat Model (mistral-medium-latest) Behavior: Parse OCR blocks and non-file chat input. Extract required fields: vendor_name, category, invoice_date, checkin_date, checkout_date, time, currency, total_amount, notes, estimated. When fields are missing, infer logically and mark estimated: true. Use Calculator tool to sum totals across multiple receipts. Fetch stored OCR entries from Supabase when user asks for session summaries. Always attempt extraction; never reply with "unclear" or ask for a reupload unless user requests audit-grade precision. Final output: Clean expense table and Grand Total formatted for chat. Data Flow Summary User sends chat message plus or minus file. IF file present -> Split Out -> Normalize -> OCR -> Store OCR output -> Merge with chat payload. Travel reimbursement agent consumes merged item, extracts fields, uses Calculator tool for sums, and replies with a formatted expense summary. Integrations Used | Service | Purpose | Credential | |---------|---------|-----------| | Mistral Cloud | LLM for agent | Mistral account | | Supabase | Store parsed OCR blocks and session data | Supabase account | | OCR API | Text extraction from images/PDFs | Configurable HTTP endpoint | | n8n Core | Flow control, parsing, editing | Native | Agent System Prompt Summary > You are a Travel Expense Extraction and Calculation AI. Extract vendor, dates, currency, category, and total amounts from uploaded receipts, invoices, hotel bills, PDFs, and images. Infer values when necessary and mark them as estimated. When asked, fetch session entries from Supabase and compute totals using the Calculator tool. Respond in a concise business professional format with a category wise breakdown and a Grand Total. Never reply "unclear" or ask for a reupload unless explicitly asked. Required final response format example: Key Features ✅ Zero retention friendly design: OCR output stored only to temp_table per session. ✅ Robust extraction with inference when OCR quality is imperfect. ✅ Session aware: agent retrieves stored receipts for consolidated totals. ✅ Calculator integration for accurate numeric sums and currency handling. ✅ Configurable OCR endpoint so you can swap providers without changing logic. Setup Checklist Add Mistral Cloud and Supabase credentials. Configure OCR endpoint to accept multipart uploads and return blocks. Create temp_table schema with session_id, file, file_name. Test with single receipts, multipage PDFs, and mixed uploads. Validate agent responses and Calculator totals. Summary A practical n8n workflow for travel expense automation: accept receipts, run OCR, store parsed data per session, extract structured fields via an AI agent, compute totals, and return clean expense summaries in chat. Built for reliability and easy integration. Need Help or More Workflows? We can integrate this into your environment, tune the agent prompt, or adapt it for different OCR providers. 💡 We can help you set it up for free — from connecting credentials to deploying it live. Contact: shilpa.raju@digitalbiz.tech Website: https://www.digitalbiz.tech LinkedIn: https://www.linkedin.com/company/digitalbiztech/ You can also DM us on LinkedIn for any help.

A fully autonomous, HTX Spot Market AI Agent (Huobi AI Agent) built using GPT-4o and Telegram. This workflow is the primary interface, orchestrating all internal reasoning, trading logic, and output formatting. ⚙️ Core Features 🧠 LLM-Powered Intelligence: Built on GPT-4o with advanced reasoning ⏱️ Multi-Timeframe Support: 15m, 1h, 4h, and 1d indicator logic 🧩 Self-Contained Multi-Agent Workflow: No external subflows required 🧮 Real-Time HTX Market Data: Live spot price, volume, 24h stats, and order book 📲 Telegram Bot Integration: Interact via chat or schedule 🔄 Autonomous Runs: Support for webhook, schedule, or Telegram triggers 📥 Input Examples | User Input | Agent Action | | --------------- | --------------------------------------------- | | btc | Returns 15m + 1h analysis for BTC | | eth 4h | Returns 4-hour swing data for ETH | | bnbusdt today | Full day snapshot with technicals + 24h stats | 🖥️ Telegram Output Sample 📊 BTC/USDT Market Summary 💰 Price: $62,400 📉 24h Stats: High $63,020 | Low $60,780 | Volume: 89,000 BTC 📈 1h Indicators: • RSI: 68.1 → Overbought • MACD: Bearish crossover • BB: Tight squeeze forming • ADX: 26.5 → Strengthening trend 📉 Support: $60,200 📈 Resistance: $63,800 🛠️ Setup Instructions Create your Telegram Bot using @BotFather Add Bot Token in n8n Telegram credentials Add your GPT-4o or OpenAI-compatible key under HTTP credentials in n8n (Optional) Add your HTX API credentials if expanding to authenticated endpoints Deploy this main workflow using: ✅ Webhook (HTTP Request Trigger) ✅ Telegram messages ✅ Cron / Scheduled automation 🎥 Live Demo 🧠 Internal Architecture | Component | Role | | ------------------ | -------------------------------------------------------- | | 🔄 Telegram Trigger | Entry point for external or manual signal | | 🧠 GPT-4o | Symbol + timeframe extraction + strategy generation | | 📊 Data Collector | Internal tools fetch price, indicators, order book, etc. | | 🧮 Reasoning Layer | Merges everything into a trading signal summary | | 💬 Telegram Output | Sends formatted HTML report via Telegram | 📌 Use Case Examples | Scenario | Outcome | | -------------------------------------- | ------------------------------------------------------- | | Auto-run every 4 hours | Sends new HTX signal summary to Telegram | | Human requests “eth 1h” | Bot replies with real-time 1h chart-based summary | | System-wide trigger from another agent | Invokes webhook and returns response to parent workflow | 🧾 Licensing & Attribution © 2025 Treasurium Capital Limited Company Architecture, prompts, and trade report structure are IP-protected. No unauthorized rebranding permitted. 🔗 For support: Don Jayamaha – LinkedIn

Overview This project is an AI-powered WhatsApp virtual receptionist built using n8n, designed to handle both text and voice-based customer messages automatically. The workflow integrates Google Gemini, Pinecone, and the WhatsApp Business API to provide intelligent, context-aware responses that feel natural and professional. How It Works Message Detection The workflow begins when a message arrives on WhatsApp. It identifies whether the message is text or voice and routes it accordingly. Voice Message Handling Audio messages are securely downloaded from WhatsApp. The files are converted to Base64 format and sent to the Gemini API for transcription. The transcribed text is then passed to the AI Agent for further processing. AI Agent Processing The LangChain AI Agent acts as the brain of the system. It uses: Google Gemini Chat Model** for natural language understanding and response generation. Pinecone Vector Store** to retrieve company-specific information and product data. Memory Buffer** to remember the last 20 user messages, ensuring context-aware responses. The agent also follows a set of custom communication rules — replying only in approved languages, skipping greetings, and focusing on direct, helpful, and professional responses (e.g., product recommendations, support, or guidance). Knowledge Retrieval The AI Agent connects to a Pinecone database containing detailed company data, such as product catalogs or service FAQs. Using Gemini-generated embeddings, it retrieves the most relevant information for each user query. Response Delivery Once the AI Agent prepares the response, it is instantly sent back to the user via WhatsApp, completing the conversational loop. Who It’s For This system is ideal for businesses seeking to automate their customer communication through WhatsApp. It’s especially valuable for: Product-based companies** with frequent customer inquiries. Service providers** offering 24/7 customer assistance or quote requests. SMBs** looking to scale their communication without hiring additional staff. Tech Stack & Requirements n8n** – Workflow automation and orchestration. WhatsApp Cloud API** – For sending and receiving messages. Google Gemini (PaLM)** – For LLM-based transcription and response generation. Pinecone** – Vector database for product and service knowledge retrieval. LangChain Integration** – For connecting memory, vector store, and reasoning tools. Custom Business Rules** – Configurable within the AI Agent node to manage tone, style, and workflow behavior. Key Features Handles both text and voice messages seamlessly. Responds in multiple languages, including English. Maintains conversation memory per user session. Retrieves accurate company-specific information using vector search. Fully automated, with customizable behavior for different industries or use cases. Setup Instructions 1. Prerequisites Before importing the workflow, ensure you have: An active n8n instance (self-hosted or n8n Cloud). WhatsApp Cloud API credentials** from Meta. Google Gemini API key** with model access (for chat and transcription). Pinecone API key** with a preconfigured vector index containing your company data. 2. Environment Setup Install all required credentials under Settings → Credentials in n8n. Add environment variables (if applicable) for keys like: GOOGLE_API_KEY=your_google_gemini_key PINECONE_API_KEY=your_pinecone_key WHATSAPP_ACCESS_TOKEN=your_whatsapp_token 3. Pinecone Configuration Create a Pinecone index named, for example, products-index. Upload company documents or product details as vector embeddings using Gemini or LangChain utilities. Adjust the retrieval limit in the Pinecone node settings for broader or narrower search responses. 4. WhatsApp API Configuration Set up a WhatsApp Business Account via Meta Developer Dashboard. Create a webhook endpoint URL (n8n’s public URL) to receive WhatsApp messages. Use the WhatsApp Trigger Node to capture messages in real time. 5. AI Agent Customization You can personalize how the AI behaves by editing the system prompt inside the AI Agent node: Modify tone, response length, or product focus. Add new “rules” for language preferences or conversation flow. Include links or custom text output (e.g., quotation formats, product catalog messages). 6. Handling Voice Messages Ensure your WhatsApp Business Account has media message permissions enabled. Verify the HTTP Request node that connects to the Gemini API for transcription is correctly authenticated. You can adjust the transcription model or prompt if you prefer shorter, keyword-based outputs. 7. Testing Send both text and voice messages from a test WhatsApp number. Check response time and message formatting. Use n8n’s execution logs to debug errors (especially for media downloads or API credentials). Customization Options 🧩 AI Behavior Modify the AI Agent’s system message to adapt tone and personality (e.g., sales-oriented, support-driven). Update memory length (default: last 20 messages) for longer or shorter conversations. 🌍 Multi-language Support Add or remove allowed languages in the rules section of the AI Agent node. For multilingual businesses, duplicate the AI Agent path and route messages by language detection. 📦 Industry Adaptation Swap the Pinecone dataset to suit different industries — retail, hospitality, logistics, etc. Replace product data with FAQs, customer records, or support documentation.

Try it out This n8n workflow template lets you chat with your Google Drive documents (.docx, .json, .md, .txt, .pdf) using OpenAI and Pinecone Assistant. It retrieves relevant context from your files in real time so you can get accurate, context-aware answers about your proprietary data—without the need to train your own LLM. What is Pinecone Assistant? Pinecone Assistant allows you to build production-grade chat and agent-based applications quickly. It abstracts the complexities of implementing retrieval-augmented (RAG) systems by managing the chunking, embedding, storage, query planning, vector search, model orchestration, reranking for you. Prerequisites A Pinecone account and API key A GCP project with Google Drive API enabled and configured Note: When setting up the OAuth consent screen, skip steps 8-10 if running on localhost An Open AI account and API key Setup Create a Pinecone Assistant in the Pinecone Console here Name your Assistant n8n-assistant and create it in the United States region If you use a different name or region, update the related nodes to reflect these changes No need to configure a Chat model or Assistant instructions Setup your Google Drive OAuth2 API credential in n8n In the File added node -> Credential to connect with, select Create new credential Set the Client ID and Client Secret from the values generated in the prerequisites Set the OAuth Redirect URL from the n8n credential in the Google Cloud Console (instructions) Name this credential Google Drive account so that other nodes reference it Setup Pinecone API key credential in n8n In the Upload file to assistant node -> PineconeApi section, select Create new credential Paste in your Pinecone API key in the API Key field Setup Pinecone MCP Bearer auth credential in n8n In the Pinecone Assistant node -> Credential for Bearer Auth section, select Create new credential Set the Bearer Token field to your Pinecone API key used in the previous step Setup the Open AI credential in n8n In the OpenAI Chat Model node -> Credential to connect with, select Create new credential Set the API Key field to your OpenAI API key Add your files to a Drive folder named n8n-pinecone-demo in the root of your My Drive If you use a different folder name, you'll need to update the Google Drive triggers to reflect that change Activate the workflow or test it with a manual execution to ingest the documents Chat with your docs! Ideas for customizing this workflow Customize the System Message on the AI Agent node to your use case to indicate what kind of knowledge is stored in Pinecone Assistant Change the top_k value of results returned from Assistant by adding "and should set a top_k of 3" to the System Message to help manage token consumption Configure the Context Window Length in the Conversation Memory node Swap out the Conversation Memory node for one that is more persistent Make the chat node publicly available or create your own chat interface that calls the chat webhook URL. Need help? You can find help by asking in the Pinecone Discord community, asking on the Pinecone Forum, or filing an issue on this repo.

This n8n template demonstrates how to automatically generate and publish blog posts using trending keywords, AI-generated content, and watermarked stock images. Use cases include maintaining an active blog with fresh SEO content, scaling content marketing without manual writing, and automating the full publishing pipeline from keyword research to WordPress posting. Good to know At time of writing, each AI content generation step will incur costs depending on your OpenAI pricing plan. Image search is powered by Pexels, which provides free-to-use stock images. The workflow also applies a watermark for branding. Google Trends data may vary by region, and results depend on availability in your selected location. How it works The workflow begins with a scheduled trigger that fetches trending keywords from Google Trends. The XML feed is converted to JSON and filtered for relevant terms, which are logged into a Google Sheet for tracking. One random keyword is selected, and OpenAI is used to generate blog content around it. A structured output parser ensures the text is clean and well-formatted. The system then searches Pexels for a matching image, uploads it, adds metadata for SEO, and applies a watermark. Finally, the complete article (text and image) is published directly to WordPress. How to use The schedule trigger is provided as an example, but you can replace it with other triggers such as webhooks or manual inputs. You can also customize the AI prompt to match your niche, tone, or industry focus. For higher volumes, consider adjusting the keyword filtering and batching logic. Requirements OpenAI account for content generation Pexels API key for stock image search Google account with Sheets for keyword tracking WordPress site with API access for publishing Customising this workflow This automation can be adapted for different use cases. Try adjusting the prompts for technical blogs, fashion, finance, or product reviews. You can also replace the image source with other providers or integrate your own media library. The watermark feature ensures branding, but it can be modified or removed depending on your needs.

Try It Out, HireMind – AI-Driven Resume Intelligence Pipeline! This n8n template demonstrates how to automate resume screening and evaluation using AI to improve candidate processing and reduce manual HR effort. A smart and reliable resume screening pipeline for modern HR teams. This workflow combines Google Drive (JD & CV storage), OpenAI (GPT-4-based evaluation), Google Sheets (position mapping + result log), and Slack/SendGrid integrations for real-time communication. Automatically extract, evaluate, and track candidate applications with clarity and consistency. How it works A candidate submits their application using a form that includes name, email, CV (PDF), and a selected job role. The CV is uploaded to Google Drive for record-keeping and later reference. The Profile Analyzer Agent reads the uploaded resume, extracts structured candidate information, and transforms it into a standardized JSON format using GPT-4 and a custom output parser. The corresponding job description PDF file is automatically retrieved from a Google Sheet based on the selected job role. The HR Expert Agent evaluates the candidate profile against the job description using another GPT-4 model, generating a structured assessment that includes strengths, gaps, and an overall recommendation. The evaluation result is parsed and formatted for output. The evaluation score will be used to mark candidate as qualified or unqualified, based on that an email will be sent to applicant or the message will be send to hiring team for the next process The final evaluation result will be stored in a Google Sheet for long-term tracking and reporting. Google drive structure ├── jd # Google drive folder to store your JD (pdf) │ ├── Backend_Engineer.pdf │ ├── Azure_DevOps_Lead.pdf │ └── ... │ ├── cv # Google drive folder, where workflow upload candidate resume │ ├── John_Doe_DevOps.pdf │ ├── Jane_Smith_FullStack.pdf │ └── ... │ ├── Positions (Sample: https://docs.google.com/spreadsheets/d/1pW0muHp1NXwh2GiRvGVwGGRYCkcMR7z8NyS9wvSPYjs/edit?usp=sharing) # 📋 Mapping Table: Job Role ↔ Job Description (Link) │ └── Columns: │ - Job Role │ - Job Description File URL (PDF in jd/) │ └── Evaluation form (Google Sheet) # ✅ Final AI Evaluation Results How to use Set up credentials and integrations: Connect your OpenAI account (GPT-4 API). Enable Google Cloud APIs: Google Sheets API (for reading job roles and saving evaluation results) Google Drive API (for storing CVs and job descriptions) Set up SendGrid (to send email responses to candidates) Connect Slack (to send messages to the hiring team) Prepare your Google Drive structure: Create a root folder, then inside it create: /jd → Store all job descriptions in PDF format /cv → This is where candidate CVs will be uploaded automatically Create a Google Sheet named Positions with the following structure: | Job Role | Job Description Link | |------------------------------|----------------------------------------| | Azure DevOps Engineer | https://drive.google.com/xxx/jd1.pdf | | Full-Stack Developer (.NET) | https://drive.google.com/xxx/jd2.pdf | Update your application form: Use the built-in form, or connect your own (e.g., Typeform, Tally, Webflow, etc.) Ensure the Job Role dropdown matches exactly the roles in the Positions sheet Run the AI workflow: When a candidate submits the form: Their CV is uploaded to the /cv folder The job role is used to match the JD from /jd The Profile Analyzer Agent extracts candidate info from the CV The HR Expert Agent evaluates the candidate against the matched JD using GPT-4 Distribute and store results: Store the evaluation results in the Evaluation form Google Sheet Optionally notify your team: ✉️ Send an email to the candidate using SendGrid 💬 Send a Slack message to the hiring team with a summary and next steps Requirements OpenAI GPT-4 account for both Profile Analyzer and HR Expert Agents Google Drive account (for storing CVs and evaluation sheet) Google Sheets API credentials (for JD source and evaluation results) Need Help? Join the n8n Discord or ask in the n8n Forum! Happy Hiring! 🚀