Workflow Templates

This workflow retrieves all Squarespace Orders and saves them into a Google Sheets spreadsheet using the Squarespace Commerce API. It uses pagination to ensure all orders are collected efficiently. How It Works The workflow queries your Squarespace Orders API. It fetches data in paginated batches and inserts them into Google Sheets. The Global node is used to configure API parameters dynamically, allowing users to set date filters, pagination, and fulfillment status. The workflow runs on demand or on a schedule, ensuring your data stays up to date. Parameters This workflow allows you to customize the API request using the Global node settings: api-version** (string, required) – The current API version (see Squarespace Orders API documentation). modifiedAfter**={a-datetime} (string, conditional) – Fetch orders modified after a specific date (ISO 8601 format). modifiedBefore**={b-datetime} (string, conditional) – Fetch orders modified before a specific date (ISO 8601 format). cursor**={c} (string, conditional) – Used for pagination, cannot be combined with other filters. fulfillmentStatus**={status} (optional, enum) – Filter by fulfillment status: PENDING, FULFILLED, or CANCELED. maxPage** – Set -1 to enables infinite pagination to fetch all available orders. Requirements Credentials To use this workflow, you need: Squarespace API Key – Retrieve from your Squarespace settings. Google Sheets API credentials – Required to insert data into a spreadsheet. Google Sheets Setup Use the Squarespace order export feature to create a reference sheet. Google Sheets template is available Who Is This For? This workflow is designed for: Squarespace store owners exporting orders for tax reports, analytics, or sales tracking. Businesses automating order data retrieval for external reporting. Anyone needing an efficient way to extract Squarespace order data without manual effort. Explore More Templates Get all orders in Shopify to Google Sheets Sync Shopify customers to Google Sheets + Squarespace compatible csv 👉 Check out my other n8n templates

This n8n template allows you to send emails with a custom alias from your Gmail account Since the native Gmail node has some limitations regarding use of email aliases, this template allows you to set up your own internal endpoint/sub-workflow to send emails as an email alias . How it works This workflow uses a Code node and the Gmail API via an HTTP node to format the email content and send using an alias on your Gmail account. Setup instructions You must have added the email address as an alias you wish to send as in your Gmail account, guide on how to do so here. You must have created a Gmail credential in N8N, guide on how to do so here. Use your Gmail OAuth Credential in the HTTP node. Use this template as an API endpoint or a sub-workflow, and send this payload to it via POST: { "senderName": "SENDER NAME HERE", "fromEmail": "FROM EMAIL HERE", "replyTo": "REPLY TO EMAIL HERE", "toEmail": "jacob@vwork.digital", "subject": "SUBJECT LINE HERE", "htmlBody": "HTML BODY HERE - MUST BE JSON STRINGIFIED", "file_urls": [ "FILE URLS FOR ATTACHMENTS HERE" ] } Notes Only the following are required fields: fromEmail toEmail subject htmlBody Customizing this workflow You can easily convert this to a sub-workflow by swapping out the Webhook trigger for a "When executed by another workflow" trigger

This workflow randomly select recipes from a Mealie instance (can use a specific category) and then creates a meal plan in Mealie with those recipes. How it works: Workflow has a scheduled trigger (set to run weekly on a Friday) Config node sets a few properties to configure the workflow A call to the Mealie API to get the list of recipes The code node holds most of the logic, this will loop through the number of recipes defined in the config node and randomly select a recipe from the list (making sure not to double up any recipes) Once all the recipes are selected it will call the Mealie API to set up the meal plan on the days Setup Add your Mealie API token as a credential and set it on the Http Request nodes Set the relevant schedule trigger to run when you like Update the Config node with the config you want numberOfRecipes - Number of recipes to populate for the meal plan offsetPlanDays - Number of days in the future to start the plan (0 will start it today, 1 tomorrow, etc.) mealieCategoryId - A category id of the category you want to pull in recipes from (default to select from all recipes) mealieBaseUrl - The base url of your Mealie instance

Overview Slack quietly released an update to their API that allows developers to build "AI Apps & Agents", which is a special classification of apps that have access to several special capabilities including: Multiple simultaneous chat threads with one user Loading "three dots" UI while your agent is thinking Option for users to pin your app to their top bar for quick chat access This workflow demonstrates how to build a Slack agent that takes advantage of all of these features. For a full video walkthrough of this workflow, watch this YouTube tutorial. Setup Instructions All of the below steps are required for this workflow to function properly unless otherwise noted. Create a Slack App Visit api.slack.com and click "Your Apps" Create a new app from scratch and follow the setup instructions In the Agents & AI Apps tab, enable the toggle and give your app a brief description In the OAuth & Permissions tab, enable the following bot token scopes: assistant:write chat:write channels:read im:history Install the app into your workspace and grant the requested permissions In your Slack workspace, right click your app's name in the sidebar, click "View app details", and make note of your apps Channel ID - you'll need this later. Copy your app's Bot User OAuth Token - you'll need that to create your n8n credentials In the Event Subscriptions tab, enable events and paste the workflows PRODUCTION webhook url (from this workflow's trigger node) into the input. In the same tab under "Susbcribe to bot events", select message.im Create a Postgres database In order to save the chat history and give your agent a working memory, you'll need your own Postgres database. You can use Supabase, Neon, or any other Postgres database provider. Once you've added your database's credentials to n8n, you can select those credentials in the Postgres Chat Memory node. This worklow saves all chat history in a table called chat_histories, but you name the table whatever you want. Create n8n Credentials You'll need to create the following credentials: Slack API. Use your Bot User OAuth Token referenced above. Bearer Auth. Use the same Bot User OAuth Token. Postgres. Use the connection string or config from your database provider. OpenRouter (or any other LLM model for the agent's model node) Wire Everything Up Now that you've created your Slack app, have your Postgres database, and have created credentials, follow these steps to wire up your workflow: In the "On Message Received" trigger, use your Slack API credential and enter your apps Channel ID in the "Channel To Watch" field. In the "Set Thinking Status" node, use your Bearer Auth credential. In the "Postgres Chat Memory" node, use your Postgres credential. In the "Send Reply" node, use your Slack API credential. Using the Chatbot Once you've completed the setup process and added in your credentials, you'll have a fully functional Slack chatbot complete with threads, loading UI, and the ability to pin your app to your workspace's top bar. Taking the Next Steps Now that this skeleton app is in place, it's up to you to add horsepower to the AI agent at the center of it all. Customize the prompts and add whatever tools you'd like. The sky is the limit! If you have any questions or feedback about this workflow, or would like me to build custom workflows for your business, email me at n8n@paperjam.agency.

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. This workflow automates summarizing YouTube videos by accepting a YouTube URL via a form, fetching the video transcript using Apify, and then generating a concise summary with OpenAI GPT. Setup Instructions Prerequisites: Apify account with access to the YouTube Transcript actor. OpenAI API key (for GPT-4o-mini model). n8n instance with the Apify and OpenAI credentials configured. Configuration Steps Apify Setup: Configure Apify API credentials in the Apify node. Ensure the YouTube Transcript actor ID (1s7eXiaukVuOr4Ueg) is correct. OpenAI Setup: Add your OpenAI API key in the OpenAI Chat Model node. Confirm model selection is set to gpt-4o-mini. Customization Modify form field to accept additional inputs if needed. Adjust Apify actor input JSON in the Payload node for extra metadata extraction. Customize the summarization options to tweak summary length or style. Change OpenAI prompt or model parameters in the OpenAI Chat Model node for different output quality or tone. Steps 1. On Form Submission Node:** Form Trigger Purpose:** Collect the YouTube video URL from the user via a web form. 2. Prepare Payload Node:** Set Purpose:** Format the YouTube URL and options into the JSON payload for Apify input. 3. Fetch Transcript Node:** Apify Purpose:** Run the YouTube Transcript actor to retrieve video captions and metadata. 4. Extract Captions Purpose:** Isolate the captions field from the Apify response for processing. 5. Summarize Transcript Purpose:** Generate a concise summary of the video captions.

This workflow automatically syncs your Zendesk tickets to your HubSpot contacts. Every 5 minutes, your HubSpot account collects all the newly modified data and updates it into your Zendesk account, updating the current tickets or creating new ones. Prerequisites Zendesk account and Zendesk credentials HubSpot account and HubSpot credentials How it works Cron node triggers the workflow every 5 minutes. Function Item node collects all the tickets received after the last execution timestamp. HubSpot node collects all the recently modified companies. Zendesk node checks all the Zendesk tickets associated with those companies. Merge by key node merges the Zendesk and Hubspot data related to those companies. If node splits the workflow conditionally, based on data received. If the company already exists in, Zendesk node updates organization’sdata. If the company does not exist yet, Zendesk node will create an organization. The Function Item node sets the new last execution timestamp.

This n8n template demonstrates how to create a comprehensive marketing automation and booking system that combines Excel-based lead management with voice-powered customer interactions. The system utilizes VAPI for voice communication and Excel/Google Sheets for data management, making it ideal for restaurants seeking to automate marketing campaigns and streamline booking processes through intelligent voice AI technology. Good to know Voice processing requires active VAPI subscription with per-minute billing Excel operations are handled in real-time with immediate data synchronization The system can handle multiple simultaneous voice calls and lead processing All customer data is stored securely in Excel with proper formatting and validation Marketing campaigns can be scheduled and automated based on lead data How it works Lead Management & Marketing Automation Workflow New Lead Trigger: Excel triggers capture new leads when customers are added to the lead management spreadsheet Lead Preparation: The system processes and formats lead data, extracting relevant details (name, phone, preferences, booking history) Campaign Loop: Automated loop processes through multiple leads for batch marketing campaigns Voice Marketing Call: VAPI initiates personalized voice calls to leads with tailored restaurant offers and booking invitations Response Tracking: All call results and lead responses are logged back to Excel for campaign analysis Booking & Order Processing Workflow Voice Response Capture: VAPI webhook triggers when customers respond to marketing calls or make direct booking requests Response Storage: Customer responses and booking preferences are immediately saved to Excel sheets Information Extraction: System processes natural language responses to extract booking details (party size, preferred times, special requests) Calendar Integration: Booking information is automatically scheduled in restaurant management systems Confirmation Loop: Automated follow-up voice messages confirm bookings and provide additional restaurant information Excel Sheet Structure Lead Management Sheet | Column | Description | |--------|-------------| | lead_id | Unique identifier for each lead | | customer_name | Customer's full name | | phone_number | Primary contact number | | email | Customer email address | | last_visit_date | Date of last restaurant visit | | preferred_cuisine | Customer's food preferences | | party_size_typical | Usual number of guests | | preferred_time_slot | Preferred dining times | | marketing_consent | Permission for marketing calls | | lead_source | How customer was acquired | | lead_status | Current status (new, contacted, converted, inactive) | | last_contact_date | Date of last marketing contact | | notes | Additional customer information | | created_at | Lead creation timestamp | Booking Responses Sheet | Column | Description | |--------|-------------| | response_id | Unique response identifier | | customer_name | Customer's name from call | | phone_number | Contact number used for call | | booking_requested | Whether customer wants to book | | party_size | Number of guests requested | | preferred_date | Requested booking date | | preferred_time | Requested time slot | | special_requests | Dietary restrictions or special occasions | | call_duration | Length of VAPI call | | call_outcome | Result of marketing call | | follow_up_needed | Whether additional contact is required | | booking_confirmed | Final booking confirmation status | | created_at | Response timestamp | Campaign Tracking Sheet | Column | Description | |--------|-------------| | campaign_id | Unique campaign identifier | | campaign_name | Descriptive campaign title | | target_audience | Lead segments targeted | | total_leads | Number of leads contacted | | successful_calls | Calls that connected | | bookings_generated | Number of bookings from campaign | | conversion_rate | Percentage of leads converted | | campaign_cost | Total VAPI usage cost | | roi | Return on investment | | start_date | Campaign launch date | | end_date | Campaign completion date | | status | Campaign status (active, completed, paused) | How to use Setup: Import the workflow into your n8n instance and configure VAPI credentials Excel Configuration: Set up Excel/Google Sheets with the required sheet structure provided above Lead Import: Populate the Lead Management sheet with customer data from various sources Campaign Setup: Configure marketing message templates in VAPI nodes to match your restaurant's branding Testing: Test voice commands such as "I'd like to book a table for tonight" or "What are your specials?" Automation: Enable triggers to automatically process new leads and schedule marketing campaigns Monitoring: Track campaign performance through the Campaign Tracking sheet and adjust strategies accordingly The system can handle multiple concurrent voice calls and scales with your restaurant's marketing needs. Requirements VAPI account** for voice processing and natural language understanding Excel/Google Sheets** for storing lead, booking, and campaign data n8n instance** with Excel/Sheets and VAPI integrations enabled Valid phone numbers** for lead contact and compliance with local calling regulations Customising this workflow Multi-location Support**: Adapt voice AI automation for restaurant chains with location-specific offers Seasonal Campaigns**: Try popular use-cases such as holiday promotions, special event marketing, or loyalty program outreach Integration Options**: The workflow can be extended to include CRM integration, SMS follow-ups, and social media campaign coordination Advanced Analytics**: Add nodes for detailed campaign performance analysis and customer segmentation

Who is this template for? This template is designed for developers, DevOps engineers, and automation enthusiasts who want to streamline their GitLab merge request process using n8n, a low-code workflow automation tool. It eliminates manual intervention by automating the merging of GitLab branches through API calls. How it works ? Trigger the workflow: The workflow can be triggered by a webhook, a scheduled event, or a GitLab event (e.g., a new merge request is created or approved). Fetch Merge Request Details: n8n makes an API call to GitLab to retrieve merge request details. Check Merge Conditions: The workflow validates whether the merge request meets predefined conditions (e.g., approvals met, CI/CD pipelines passed). Perform the Merge: If all conditions are met, n8n sends a request to the GitLab API to merge the branch automatically. Setup Steps 1. Prerequisites An n8n instance (Self-hosted or Cloud) A GitLab personal access token with API access A GitLab repository with merge requests enabled 2. Create the n8n Workflow Set up a trigger: Choose a trigger node (Webhook, Cron, or GitLab Trigger). Fetch merge request details: Add an HTTP Request node to call GET /merge_requests/:id from GitLab API. Validate conditions: Check if the merge request has necessary approvals. Ensure CI/CD pipelines have passed. Merge the request: Use an HTTP Request node to call PUT /merge_requests/:id/merge API. 3. Test the Workflow Create a test merge request. Check if the workflow triggers and merges automatically. Debug using n8n logs if needed. 4. Deploy and Monitor Deploy the workflow in production. Use n8n’s monitoring features to track execution. This template enables seamless GitLab merge automation, improving efficiency and reducing manual work! Note: Never hard code API token or secret in your https request.

How it works Trigger the workflow manually via the n8n UI. Define key parameters like the image prompt, number of images, size, quality, and model. Send a POST request to OpenAI’s image generation API using those inputs. Split the API response to handle multiple images. Convert the base64 image data into downloadable binary files. Set up steps Initial setup takes around 5–10 minutes. You’ll need an OpenAI API key, a configured HTTP Request node with credentials, and to customize the prompt/parameter fields in the “Set Variables” node. No advanced config or external services needed. Important Note You have to make sure to complete OpenAI's new verification requirements to use their new image API: https://help.openai.com/en/articles/10910291-api-organization-verification It only takes a few minutes and does not cost any money.

Who is this template for? This workflow template is designed for content creators, researchers, educators, and professionals who need quick, accurate summaries of YouTube videos. It’s ideal for those looking to save time, extract key insights, or repurpose video content into concise formats for reports, studies, or social media. What does it do? The workflow automates the process of summarizing YouTube videos by extracting the transcript, analyzing the content, and generating a concise summary. It leverages AI tools to ensure accuracy and relevance, making it easier to digest lengthy videos in seconds. Why is it useful? This template saves hours of manual effort by automating video summarization, enabling users to focus on analyzing or sharing insights rather than watching entire videos. It’s particularly useful for staying updated with trends, conducting research, or creating content efficiently. How does it work? The workflow integrates with YouTube’s Transcript API powered by Apify Actor to fetch video transcripts, process the text using AI-powered summarization tools, and deliver a clear, concise summary. Setup Instructions You need an Apify account and an API key to connect with the Actor. Follow the steps below: Create a Free Account. Choose the appropriate Actor from the Apify search. Under the Integration tab, click on “Use API endpoints.” Select the API that best suits your needs.

This n8n template demonstrates automating an appointment letter creation process using a template and then having the HR approve before emailing the appointment letter to the candidate. How it works Create an appointment letter template. e.g "Appointment Letter.doc" on Google Drive Form Submission node - Create a form trigger with the required fields that need to be capture as part of the appointment letter. Eg. Candidate Name, Position offered, Salary, Date of Joining, Candidate email, etc. Google Drive Copy node - Once the form is filled, it creates a candidate copy of the appointment letter by appending the candidate name to appointment letter. e.g. "Appointment Letter - <candidate name>.doc". This will be stored on the Google Drive Google Doc Update node - Fill the placeholders in the appointment letter with the candidate specific details such as Candidate Name, Position offered, Salary, Date of Joining, etc. Google Drive Download node - Create a PDF version of the candidate's appointment letter. e.g. "Appointment Letter - <Candidate Name>.pdf" and download it to Google Drive Google Drive Upload node - Upload the PDF to Google Drive Gmail Send Message node - Send an email to the HR requesting to review the candidate's appointment letter and 'Approve' or 'Reject' the appointment letter. This is the Human-In-The-Loop step If Node (for routing) - will return "true" if HR approves and "false" if HR rejects If HR approves, go to Step 9 and Step 10 Google Drive Download node - Get the PDF file Gmail Send Message node - Send an email to the candidate with the appointment letter (PDF) as the attachment How to use The Form trigger node is used as an example but feel free to replace this with other triggers such as Google Sheet Create an Appointment Letter Google document with the follwing fields - Date, Candidate Name, Position Name, Fixed CTC, Joining Date and To be signed by Date. See sample letter format below: <Appointment Letter.doc> (Google Document) Appointment Letter [Date] Dear [Candidate Name], Congratulations! We are pleased to offer you the [Position Name] at ABC Company. Fixed CTC - [Fixed CTC] Joining Date - [Joining Date] Requirements Google drive for upload and downloading the file Gmail for sending emails Sign the letter by - [To be signed by Date] Signature

How it Works: Capture Contact Requests:** This template efficiently handles contact requests coming through a WordPress website using the Contact Form 7 (CF7) plugin with a webhook extension. Contact Management:** It automatically creates or updates contacts in Pipedrive upon receiving a new request. Lead Management:** Each contact request is securely stored in the lead inbox of Pipedrive, ensuring no opportunity is missed. Task Creation:** For each new contact or update, the workflow triggers the creation of a related task, streamlining follow-up actions. Note Attachment:** A comprehensive note containing all details from the contact request is attached to the corresponding lead, ensuring that all information is readily accessible. Step-by-Step Guide: Estimated Setup Time: The setup process is straightforward and can be completed quickly. Specific time may vary depending on your familiarity with n8n and the systems involved. Detailed setup instructions are provided within the workflow via sticky notes. These notes offer in-depth guidance for configuring each component of the template to suit your specific needs.