by Ramsey Njire
Overview Stop digging through execution logs to find out why a workflow failed. This template provides a "set-it-and-forget-it" monitoring system that uses AI to automatically debug your n8n workflows. Instead of just getting a simple error message, you'll receive a detailed email notification with a root cause analysis and a step-by-step suggested fix from a Gemini-powered AI agent. This saves you valuable time, helps you resolve issues faster, and ensures your critical automations are always running smoothly. Prerequisites Before you begin the setup, please make sure you have the following accounts and information ready: An n8n Instance:** This workflow must be hosted on an active n8n instance. n8n API Key:* You'll need to generate an API key from your n8n instance (Settings > API*). OpenRouter Account:** An account with OpenRouter.ai to access various AI models like Gemini. Google (Gmail) Account:** To send and receive the email notifications. n8n Environment Variable:** Your n8n instance must have the N8N_EDITOR_BASE_URL environment variable configured. This is essential for generating correct links to your workflow executions. Use Cases This template is perfect for anyone who wants to proactively monitor their automations. Here are a few examples: Monitoring Critical Webhooks:** Get instant, intelligent alerts if a workflow handling data from a payment gateway (like Stripe) or a form submission fails due to unexpected data, minimizing service disruption. Managing Complex Automations:** For long, multi-step workflows, the AI can immediately pinpoint the exact failing node and suggest fixes for complex data mapping errors or API issues that are otherwise difficult to trace. Developers & Agencies:** If you manage multiple n8n workflows for clients or different projects, this provides a centralized monitoring system that helps you stay on top of all automation issues without having to manually check each one. How it works This workflow acts as an automated debugging assistant for your n8n instance 🤖. When any of your other workflows fail during an automatic (production) execution, this template will: Capture the error and use the n8n API to fetch the complete structure of the failed workflow for full context. Send the error details and workflow structure to a powerful AI agent (via OpenRouter) for a detailed root cause analysis. Format the AI's diagnosis and suggested fix into a clean HTML email and send it to you via Gmail, including a direct link to the failed execution. Important Note: As per the n8n documentation, the Error Trigger node only runs for errors that happen in production executions (e.g., from a webhook call or a schedule). It will not run when you test a workflow by clicking "Execute workflow" manually. Set up steps (Estimated setup time: 10 minutes) There are two main parts to the setup: configuring this workflow, and then connecting it to the workflows you want to monitor. Part A: Configure the AI Debugger Workflow n8n API Credentials: Create an API key in your n8n instance under Settings > API and add it as a "Header Auth" credential for the Get Workflow JSON node. OpenRouter Credentials: Add your OpenRouter API key to the OpenRouter Chat Model node. Gmail Credentials: Authenticate your Gmail account in the Send Debugging Email node. Recipient Email: Update the "To" field in the final Send Debugging Email node with your own email address. Environment Variable: Ensure your N8N_EDITOR_BASE_URL environment variable is correctly set for your n8n instance. This is required for building the API and execution links. Part B: Connect to Your Other Workflows For every workflow you want this debugger to monitor, you must link it in that workflow's settings. Go to the workflow you want to monitor (your "target" workflow). Click the three dots (...) in the top right corner and select Settings. 3. In the Error Workflow dropdown, select this "AI-Powered Workflow Debugger & Notifier" workflow. Click Save. Now, whenever that target workflow fails during a production run, this debugger workflow will automatically be triggered to analyze the error and notify you. Note that the error workflow only gets triggered on automatic runs, not manual ones: This is a feature of how the error trigger works in n8n. To ensure this, make sure the target workflow is active. It won't trigger the error workflow if it's turned off.
by Praneel S
Manage Google Calendar events and Gmail with a customizable AI assistant ⚠️ Disclaimer: This workflow uses Google Calendar and Gmail nodes which you will have to configure yourself Who’s it for This workflow is built for busy professionals, freelancers, and teams who want to automate calendar scheduling and email handling with the help of an AI assistant. Instead of switching between Gmail and Google Calendar, you can delegate tasks like “schedule a meeting,” “send an invite,” or “check my latest emails” directly to the assistant. How it works The AI Agent interprets natural language requests and decides which tool to use. Uses Google Calendar nodes to: Check availability and list events. Create new events with attendees. Update existing events. Uses Gmail nodes to: Send emails with a clear subject and body. Retrieve recent messages or filter by sender/date. The Date & Time node ensures correct time handling for scheduling. Built-in guardrails ensure clarity: if information is missing (e.g., timezone, meeting duration), the AI will ask you instead of guessing. How to set up Import the workflow into your self-hosted n8n. Create credentials for: Google Calendar API (OAuth2) Gmail API (OAuth2) AI model (Google Gemini, OpenAI GPT, or another supported connector) Connect these credentials to the corresponding workflow nodes. Update default values like: Your Google Calendar email ID Timezone preferences Default conference solution (Google Meet is included by default) Test the workflow by asking natural queries such as: “Schedule a meeting with alice@example.com tomorrow at 3 PM.” “Check my emails from this morning.” “What’s on my calendar next week?” Tools 🤖 AI Agent The “brain” of the workflow. Interprets your requests and chooses the right tool. Asks for clarification if details are missing and confirms before important actions. 🧠 Google Gemini Chat Model (or any LLM) The AI language model that powers the assistant. You can swap Gemini with OpenAI, Claude, or another model. 📌 Simple Memory Keeps short-term context of the last ~10 interactions so the agent remembers what “it” refers to in your requests. 📧 Send a message in Gmail Sends emails from your Gmail account. Requires recipient, subject, and body. Generates clear, professional text. 📥 Get many messages in Gmail Checks your inbox. Can filter by timeframe or sender. Returns detailed summaries, not just one-liners. 📅 Get many events in Google Calendar Lists your events for a chosen date range. Useful for “What’s on my schedule this week?” ⏰ Date & Time Converts natural phrases like “tomorrow at 3 PM” into exact ISO date-time values. ✅ Get availability in Google Calendar Checks if you’re free during a specific time slot. Prevents double-booking before scheduling. 📝 Create an event in Google Calendar Schedules a new meeting. Adds title, start/end times, attendees, description, and Google Meet link. ✏️ Update an event in Google Calendar Edits an existing meeting. Change time, attendees, or details without creating a new event. Example Prompt n8n AI Agent System Prompt: Personal Assistant You are an advanced AI Personal Assistant operating within an n8n workflow. Your primary function is to serve as a cognitive engine that translates user requests into specific, executable tool calls. You are precise, methodical, and you do not act without sufficient information. Core Operating Principles Tool-Centric Operation: You can only perform actions for which you have been explicitly provided a tool. Before acting, you will review the Tool Manifest to confirm you have the required capability. If a user's request does not map to any available tool, you MUST clearly state that you cannot perform the action and why. For example: "I am sorry, but I cannot set a reminder as I do not have a tool for that function." Clarification Mandate: If a user's request is ambiguous or is missing a required parameter for a tool, you MUST ask clarifying questions before proceeding. Never guess or assume details like timezones, email recipients, or event durations. Single-Focus Execution: Handle one primary task at a time. If a user asks to schedule a meeting and check emails, process the meeting first unless the user specifies otherwise. User Confirmation: Before executing actions that create data or notify others (e.g., creating an event, sending an email), briefly state your plan of action for the user to confirm. Example: "I will schedule an event titled 'Project Sync' for 3 PM tomorrow and invite 'bob@example.com'. Is that correct?" Tool Manifest & Usage Protocols You have access to the following tools. Adhere strictly to their parameters and usage triggers. Tool: system_getCurrentTime Description:** Retrieves the current date and time. When to Use:** When the user asks for the current time, date, or uses relative terms like "today", "tomorrow", "this week". This tool is often a dependency for other tools. Parameters:** timezone (string, required): The IANA timezone identifier (e.g., 'America/New_York', 'Asia/Kolkata'). Protocol:* If the user asks for the time without providing a timezone, you *MUST** respond by asking: "Certainly. In which timezone would you like the time?" You will output the time in HH:MM format as requested. Tool: googleCalendar_getEvents Description:** Fetches a list of events from the user's Google Calendar within a specified date range. When to Use:** When the user asks "What's on my schedule?", "Am I busy?", or asks about events for a specific day, week, or month. Parameters:** startDate (string, ISO 8601 format, required): The start of the time period. endDate (string, ISO 8601 format, required): The end of the time period. Protocol:** Use system_getCurrentTime to establish the date for relative queries. "This week" means from today's date for the next 7 days. "Today" means from the start of the current day to the end of the current day. Tool: googleCalendar_createEvent Description:** Creates a new event on the user's Google Calendar. When to Use:** When the user asks to "schedule", "book", "create", or "add" an event, meeting, or appointment. Parameters:** summary (string, required): The title of the event. startTime (string, ISO 8601 format, required): The start time of the event. endTime (string, ISO 8601 format, required): The end time of the event. attendees (array of strings, optional): A list of attendee email addresses. Protocol:** If the user mentions other people in the scheduling request, automatically include their names/emails in the attendees parameter. You must have all required parameters before calling this tool. Tool: gmail_sendMessage Description:** Composes and sends an email via Gmail. When to Use:** When the user asks to "email", "send a message", or "contact" someone. Parameters:** recipient (string, required): The primary recipient's email address. subject (string, required): The email subject line. body (string, required): The content of the email. Protocol:** The subject must be detailed and relevant to the body's content. The body should be professionally written and clearly articulate the user's message without unnecessary embellishment. Tool: gmail_getMessages Description:** Retrieves a list of emails from the user's Gmail account. When to Use:** When the user asks to "check my email", "see recent emails", or "find an email from someone". Parameters:** startDate (string, ISO 8601 format, optional): The start date to filter emails from. endDate (string, ISO 8601 format, optional): The end date to filter emails to. from (string, optional): Filter emails from a specific sender. Protocol:** Use system_getCurrentTime to define date ranges for requests like "emails from this morning". Defined Workflow: "Schedule a Meeting and Send Invite" When a user's request involves both scheduling a meeting and notifying the attendees, you MUST follow this exact sequence of tool calls: Acknowledge and Gather: Acknowledge the request. Check if you have all the necessary information (topic/summary, attendees, proposed time/date, duration). If not, ask for the missing details. Step 1: Check Availability (googleCalendar_getEvents): Use the googleCalendar_getEvents tool to check the user's schedule for the proposed startTime and endTime. Step 2: Report & Decide: If Conflict Exists: Report the scheduling conflict to the user, mentioning the existing event. State: "You already have '[Existing Event Title]' scheduled at that time. Would you like to find a different time?" Await further instructions. If No Conflict: Proceed to the next step. Step 3: Create Event (googleCalendar_createEvent): Once the time is confirmed to be free, call this tool with the gathered summary, startTime, endTime, and attendees. Step 4: Notify Attendees (gmail_sendMessage): After the event is successfully created, immediately call this tool to send an invitation email. recipient: The attendees from the event. subject: "Meeting Invitation: [Event Summary]". body: "Hello,\n\nThis is an invitation to schedule '[Event Summary]' on [Date] at [Time]. Please check your calendar for the official Google Calendar invite.\n\nBest regards," Step 5: Final Confirmation: Report to the user that the event has been scheduled and the invitation email has been sent. Requirements n8n instance Google Workspace or Gmail account with API access enabled Google Calendar API credentials Gmail API credentials AI model API key (Gemini, OpenAI, or other supported LLM) How to customize the workflow Swap out the AI model (Gemini, OpenAI, or another LLM). Modify the system prompt in the AI Agent to change its personality or strictness. Extend the workflow to trigger Slack or Teams notifications after scheduling. Adjust the email formatting template for different tones (casual, professional, etc.). Add error-handling logic for more advanced use cases (e.g., auto-rescheduling). Contributions Feel free to contact me for any help. Checkout the github page
by Abideen Bello
Generate daily audio newsletters from news headlines with AI Who's it for Perfect for content creators, podcasters, news enthusiasts, and busy professionals who want to create automated audio news content or stay informed through personalized audio briefings. Ideal for social media managers, newsletter creators, and anyone building audio-first content experiences. How it works This workflow creates a fully automated news-to-audio pipeline: Schedule trigger fetches the latest news headlines from NewsAPI daily AI processing rewrites each article into newsletter-style content using Claude Content aggregation combines all processed articles into a cohesive newsletter Script generation transforms the newsletter into a 2-minute audio-ready script Text-to-speech converts the script into high-quality audio using OpenAI's voice models Email delivery sends the audio newsletter as an attachment to subscribers The workflow runs automatically on your chosen schedule, delivering fresh audio content without any manual intervention. How to set up Requirements NewsAPI account** with API key (free tier available) OpenRouter API access** for Claude model OpenAI API account** for text-to-speech functionality Gmail account** with OAuth2 access for email delivery Basic understanding** of audio file handling (optional) Step-by-step setup 1. Set Your Schedule trigger Configure the Schedule Trigger for your preferred timing (daily at 7 AM recommended) Consider your audience timezone and optimal delivery times Set up monitoring to ensure consistent execution 2. Configure News Source Sign up for NewsAPI at newsapi.org (free tier includes 100 requests/day) Replace YOUR_NEWSAPI_KEY with your actual API key in the HTTP Request node Customize the news query parameters (country, category, sources) to match your audience interests Test the API endpoint to ensure it returns expected data 3. Extract Individual Articles(Split Out) Takes the articles array from NewsAPI response Creates separate items for each news article Enables individual processing of each story Prepares data for AI content generation 4. Set Up AI Model Credentials Create an OpenRouter account for Claude access Add your OpenRouter API credentials in n8n Alternatively, replace with OpenAI GPT-4 if you prefer (update the model node accordingly) Configure rate limits and usage monitoring 5. Combine Newsletter Content" (Aggregate) Collects output from all processed articles Renames field to news for easy reference Prepares combined content for script generation Ensures no articles are lost in processing 6. Audio Script Generation GPT-4 creates 2-minute audio-ready script from newsletter content. Creates script with "Max" presenter persona Script features: 2-minute target duration Audio-friendly text (no special characters) Natural speaking flow and transitions Engaging introduction and conclusion 7. Configure OpenAI Text-to-Speech Add your OpenAI API credentials in n8n Choose your preferred voice model (options: alloy, echo, fable, onyx, nova, shimmer) Set audio quality preferences (standard vs HD) Test voice output with sample text 8. Customize Email Delivery Add your Gmail OAuth2 credentials Replace YOUR_EMAIL@example.com with your actual recipient email Update the sender name and business information in email template Configure attachment settings for audio files 9. Test the Complete Pipeline Run a manual execution to test all components Verify news data is properly fetched and processed Check audio quality and duration Confirm email delivery with audio attachment How to customize the workflow Advanced News Filtering Custom sources**: Replace NewsAPI with RSS feeds from specific publications Topic filtering**: Add keyword filtering to focus on specific industries or topics Multi-country support**: Fetch news from multiple regions and merge content Sentiment analysis**: Filter out negative news or categorize by sentiment Trending topics**: Integrate with social media APIs to include trending discussions AI Content Enhancement Voice persona**: Customize the AI prompt to create different presenter personalities (professional, casual, expert) Length control**: Adjust script length for different formats (1-minute updates, 5-minute deep dives) Multi-language support**: Generate newsletters in different languages based on subscriber preferences Fact-checking**: Add verification steps to ensure accuracy of AI-generated content Source attribution**: Include proper citations and links to original articles Audio Production Features Voice variety**: Rotate between different OpenAI voices for engaging content Background music**: Add intro/outro music using audio editing APIs Speed control**: Adjust playback speed based on content type Chapter markers**: Add timestamps for different news segments Quality optimization**: Implement audio normalization and enhancement Distribution Enhancements Multi-channel delivery**: Send to Slack, Discord, or team communication platforms Podcast publishing**: Automatically upload to podcast platforms via RSS Social media**: Post audio clips to Twitter, LinkedIn, or Instagram Website integration**: Embed audio player on your website automatically Mobile app push**: Send notifications to mobile apps with audio links Subscriber Management Mailchimp integration**: Build and manage subscriber lists automatically Preference tracking**: Allow subscribers to choose news categories or frequency Analytics tracking**: Monitor open rates, listening duration, and engagement A/B testing**: Test different voice styles, content lengths, or delivery times Segmentation**: Send different newsletters to different subscriber segments Content Workflow Customization Editorial review**: Add approval steps before content distribution Content calendar**: Integrate with planning tools for scheduled content themes Collaborative editing**: Include team review processes for content quality Version control**: Maintain archives of previous newsletters for reference Performance metrics**: Track which content types perform best Webhook Integration Examples Website Integration // Add this to your website for manual newsletter requests fetch('/webhook/trigger-newsletter', { method: 'POST', headers: {'Content-Type': 'application/json'}, body: JSON.stringify({ subscriber_email: 'user@example.com', topics: ['technology', 'business'], urgency: 'normal' }) }); Slack Command Integration Create slash commands to trigger newsletter generation on demand Allow team members to request specific topic newsletters Integrate with Slack workflows for automated team briefings Mobile App Integration Use webhooks to trigger newsletters from mobile app interactions Create push notification systems for breaking news alerts Build in-app audio players for seamless listening experience Troubleshooting Common Issues and Solutions NewsAPI quota exceeded: Monitor your daily API usage in NewsAPI dashboard Implement caching to reduce redundant requests Consider upgrading to paid plan for higher limits Add fallback RSS feeds when API limits are reached AI model rate limiting: Implement exponential backoff for API requests Monitor token usage across Claude and OpenAI services Add queue systems for high-volume processing Consider switching to different models during peak times Audio generation failures: Check OpenAI text-to-speech quotas and billing Validate text input for special characters that might cause issues Implement retry logic for failed audio generation Add fallback to text-only newsletters when audio fails Email delivery problems: Verify Gmail API quotas and sending limits Check audio file size limits (Gmail has 25MB attachment limit) Implement compression for large audio files Consider cloud storage links instead of direct attachments Content quality issues: Fine-tune AI prompts for more consistent output Add content validation steps to check for accuracy Implement editorial guidelines in AI instructions Create feedback loops to improve content over time Performance Optimization Workflow efficiency: Process news articles in parallel where possible Implement smart caching for repeated content Optimize API calls to reduce latency Monitor execution times and identify bottlenecks Cost management: Track API costs across all services (NewsAPI, OpenRouter, OpenAI) Implement budget alerts and automatic shutoffs Optimize content length to reduce text-to-speech costs Consider batch processing during off-peak hours Scalability preparation: Design for multiple subscriber support Plan for increased news volume during major events Prepare backup systems for service outages Document processes for team handoffs Security and Compliance API key protection: Never expose API keys in workflow exports Use n8n's credential management exclusively Implement key rotation policies Monitor for unauthorized API usage Content compliance: Review AI-generated content for accuracy and bias Implement content filtering for inappropriate material Ensure proper attribution to original news sources Maintain editorial standards and fact-checking processes
by Jitesh Dugar
Transform invoice creation from 30 minutes to 30 seconds - automatically generate professional PDF invoices with tax calculations, payment tracking, and instant delivery via email while archiving to Google Drive and notifying your team based on payment status. What This Workflow Does Revolutionizes invoice management with automated generation, intelligent payment tracking, and multi-channel delivery: Webhook-Triggered Generation** - Instantly creates invoices from payment gateways, CRM updates, or manual triggers Smart Data Validation** - Verifies required fields, validates email formats, and prevents incomplete invoices Automatic Invoice Numbering** - Generates unique sequential invoice numbers with year-month-random format (INV-202411-5847) Dynamic Tax Calculations** - Automatically computes taxes at configurable rates (GST, VAT, Sales Tax) with support for multiple tax jurisdictions Multi-Currency Support** - Handles USD, EUR, INR, GBP with proper currency symbols and formatting Due Date Management** - Auto-calculates payment due dates based on configurable terms (net-30, net-60, or custom) Payment Status Tracking** - Routes workflows differently for paid, unpaid, or partially paid invoices Professional HTML Design** - Creates beautifully branded invoices with modern typography and responsive layouts PDF Conversion** - Transforms HTML into print-ready, professional-quality PDF documents Automated Email Delivery** - Sends branded emails to customers with PDF attachments and payment instructions Google Drive Archival** - Automatically saves invoices to organized folders with searchable filenames Smart Team Notifications** - Different Slack alerts for paid vs unpaid invoices with embedded payment details Bank Details Integration** - Includes account numbers, routing numbers, SWIFT codes for easy payment Payment Link Support** - Embeds online payment links (Stripe, PayPal, Razorpay) for one-click payment Discount Handling** - Applies promotional or volume discounts with automatic recalculation Custom Notes & Terms** - Includes personalized thank-you messages and payment terms on every invoice Key Features Comprehensive Data Validation**: Prevents invoice errors by checking customer information, line item details, payment status validity, and email format before generation Intelligent Line Item Calculations**: Automatically multiplies quantity by rate for each item, sums subtotals, applies discounts, calculates taxes, and computes final totals Payment Status Color Coding**: Visual indicators show PAID (green), UNPAID (red), or PARTIALLY PAID (orange) status badges on invoices for instant recognition Flexible Tax Configuration**: Default 18% tax rate with easy customization for GST, VAT, or sales tax across different regions and tax jurisdictions Automatic Date Management**: Sets invoice date to today and calculates due dates based on configurable payment terms (default 30 days) Customer Information Cards**: Organized presentation of billing information including company name, address, contact details in professional card layout Itemized Pricing Tables**: Clean, professional tables showing description, quantity, rate, and amount for each line item with alternating row colors Payment Information Section**: Highlighted section with bank details, tax IDs, GST numbers, and online payment links for easy customer reference Conditional Workflow Routing**: Different automation paths for paid invoices (celebration notifications) vs unpaid invoices (payment reminders and follow-ups) Professional Email Templates**: Pre-written customer emails with invoice summary, payment instructions, and company contact information Searchable File Names**: Generates descriptive PDF names like "Invoice_INV-202411-5847_John_Doe.pdf" for easy retrieval and organization Print-Optimized PDFs**: A4 format with proper margins and preserved colors for professional printing and digital viewing Perfect For Freelancers & Consultants** - Bill clients immediately after project milestones, consultations, or deliverables completion SaaS Companies** - Generate monthly or annual subscription invoices automatically when billing cycles complete E-commerce Stores** - Create invoices for B2B orders, wholesale purchases, or custom enterprise deals Service Providers** - Bill hourly work weekly or bi-weekly with itemized time tracking and rate calculations Marketing Agencies** - Invoice retainer clients on the 1st of each month with recurring service breakdowns Accounting Firms** - Issue invoices for tax preparation, bookkeeping, and financial consulting services Web Development Agencies** - Bill clients for development sprints, hosting fees, and maintenance contracts Coaching & Training Businesses** - Invoice for coaching sessions, workshop fees, and training programs Healthcare Practices** - Generate patient invoices for services rendered with insurance and payment tracking Legal Firms** - Bill clients for legal consultations, document preparation, and case management Creative Studios** - Invoice for design work, photography sessions, video production, and creative services Construction Contractors** - Bill for completed project phases with material and labor itemization IT Support Companies** - Generate invoices for managed services, support tickets, and equipment sales Event Management** - Invoice clients for event planning, coordination, and vendor management fees What You Will Need Required Integrations HTML to PDF API - PDF conversion service (API key required) - supports HTML/CSS to PDF API, PDFShift, or similar providers (approximately 1-5 cents per invoice) Gmail or SMTP - Email delivery service for sending invoices to customers (OAuth2 or SMTP credentials) Google Drive - Cloud storage for invoice archival and sharing (OAuth2 credentials required) Optional Integrations Slack Webhook** - Team notifications for paid and unpaid invoices (free incoming webhook) Payment Gateway Integration** - Stripe, PayPal, Razorpay webhooks for automatic invoice generation on payment received Accounting Software** - QuickBooks, Xero, FreshBooks integration for automatic invoice sync and bookkeeping CRM Integration** - HubSpot, Pipedrive, Zoho CRM for customer data enrichment and invoice tracking Calendar Integration** - Schedule payment reminders and follow-ups for overdue invoices SMS Notifications** - Twilio integration for payment due date reminders via text message 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 invoice storage Customize Company Info - Edit "Enrich with Company Data" node to add your company name, address, email, phone, website, logo URL, bank details, and tax registration numbers Update Email Template - Modify email message in Gmail node with your company branding and messaging Configure Slack - (Optional) Add your Slack incoming webhook URLs in both "Notify Team" nodes Test Webhook - Use the production or test webhook URL to submit sample invoice data Verify Output - Check that PDF generates correctly, email sends successfully, and file saves to Google Drive Integrate Payment Gateway - Connect Stripe, PayPal, or other payment webhooks to trigger invoice generation automatically Customization Options Multiple Tax Rates** - Configure different tax rates for different products, services, or customer locations Early Payment Discounts** - Add automatic discount calculation for payments received before due date Late Payment Fees** - Calculate and add penalty fees for overdue invoices Recurring Invoice Automation** - Schedule monthly or annual invoice generation for subscription customers Multi-Language Support** - Translate invoice templates for international clients (Spanish, French, German, Hindi, Chinese) Custom Branding Themes** - Create different invoice designs for different business units or service lines Partial Payment Tracking** - Track multiple partial payments against single invoice with running balance Credit Note Generation** - Create credit notes for refunds or overpayments Purchase Order Matching** - Link invoices to customer PO numbers for enterprise clients Client Portal Integration** - Generate unique links for clients to view and pay invoices online Automated Payment Reminders** - Send reminder emails 7 days before due date, on due date, and for overdue invoices Batch Invoice Generation** - Create multiple invoices simultaneously for monthly billing cycles Invoice Templates by Service Type** - Different layouts for product sales, consulting services, retainer agreements Payment Plan Support** - Split large invoices into installment payments with separate due dates Multi-Signature Authorization** - Add approval workflow for invoices above certain threshold Expected Results 95% time savings** - Reduce invoice creation from 30 minutes to 30 seconds per invoice 100% accuracy** - Eliminate calculation errors and missing information through validation Zero filing time** - Automatic Google Drive organization with searchable filenames 50% faster payment collection** - Professional invoices with payment links increase on-time payments Instant team alignment** - Real-time Slack notifications keep accounting and sales synchronized Better cash flow** - Faster invoice delivery means faster payment receipt Reduced administrative costs** - Save 20+ hours monthly on invoice preparation and filing Professional brand image** - Consistent, beautifully designed invoices elevate business credibility Improved customer experience** - Customers receive clear, detailed invoices with easy payment options Scalable process** - Handle 10x invoice volume without hiring additional staff Use Cases Freelance Designer Example Designer completes client project on Friday afternoon. Manually creating invoice in Word takes 25 minutes including calculation checks, formatting fixes, and finding bank details. Client expects invoice same day to process Monday payment. Solution: Designer clicks "Invoice Now" button in project management tool which triggers webhook. Workflow validates project details, generates branded invoice with itemized design services, converts to PDF, emails to client, and saves to Drive. Designer receives Slack notification confirming invoice sent. Result: Invoice delivered in 45 seconds instead of 25 minutes. Client receives professional invoice within 2 minutes of project completion. Designer saves 24 minutes and impresses client with speed. Payment received Monday morning. Over 50 projects annually, saves 20+ hours and increases cash flow by receiving payments 2-3 days faster. Annual impact: $3,500 in saved time plus faster payment collection. SaaS Startup Example SaaS company with 250 subscription customers needs monthly invoices. Finance manager manually creates invoices in spreadsheet, exports to PDF, and emails individually. Process takes 2 full days monthly causing invoice delivery delays. Solution: Connects workflow to Stripe subscription billing. When subscription renews, Stripe webhook triggers invoice generation. Customer name, email, subscription tier, and amount flow automatically. Invoice generates with payment link back to Stripe customer portal. Result: All 250 invoices delivered automatically on billing date. Zero manual work required. Customers receive invoices instantly with one-click payment links. Subscription payment collection improves from 85% to 96% in first week. Finance manager reallocates 2 days monthly to strategic analysis. Annual impact: saves 192 hours ($9,600 value) plus $18,000 additional revenue from improved collection rates. Marketing Agency Example Agency invoices 35 retainer clients on 1st of month. Account managers manually compile billable hours, adjust for change orders, calculate totals, and send invoices. Inconsistent formatting causes client confusion and payment delays. Solution: Time tracking system triggers webhook on last day of month with billable hours per client. Workflow generates consistent invoices with itemized service breakdown (social media hours, content creation, ad spend, strategy consulting). Each client receives branded invoice with their specific services. Result: All 35 invoices generated and delivered by 8 AM on 1st of month. 100% brand consistency across all invoices. Client questions reduce by 70% due to clear itemization. Payment speed increases - average collection time drops from 38 days to 24 days. Annual impact: saves 30 hours monthly ($18,000 annually) plus $85,000 improved cash flow from faster collections. Web Development Studio Example Studio completes 12-15 client projects monthly. Invoicing delayed until projects 100% complete causes cash flow gaps. Manually creating milestone invoices for larger projects creates accounting burden. Solution: Project management system triggers invoice on milestone completion (50% deposit, 75% progress payment, final 25%). Workflow automatically generates invoice for milestone amount with reference to project scope and completion percentage. Result: Cash flow improves dramatically with milestone billing. Studio receives payments throughout project instead of only at end. Clients appreciate transparency of milestone invoicing. Payment disputes reduce by 85% since expectations clear. Annual impact: improved cash flow worth $145,000 in working capital plus 40 hours monthly saved (20,000 dollar annual value). Healthcare Clinic Example Medical practice sends 200+ patient invoices monthly for services not covered by insurance. Billing staff manually creates invoices in practice management system, exports to PDF, and mails or emails. Process error-prone and time-consuming. Solution: Integrates workflow with electronic health records (EHR). When service marked as patient-pay, webhook triggers invoice generation with CPT codes, service descriptions, and amounts. Invoice includes payment plan options and online payment link. Result: Invoices sent same day as service instead of 5-7 days later. Patients receive clear, itemized invoices with multiple payment options. Online payment adoption increases from 15% to 62%. Collection rate improves from 73% to 89%. Billing staff reallocates time to insurance follow-up and patient support. Annual impact: saves 25 hours monthly ($15,000 annually) plus $78,000 additional collections. Pro Tips Trigger from Payment Gateways** - Connect Stripe, PayPal webhooks to auto-generate invoices when payments received Use Descriptive Line Items** - Detailed descriptions reduce customer questions and payment delays Include Payment Links** - Online payment links increase payment speed by 40-60% Customize Tax Rates by Location** - Configure different tax rates for different customer jurisdictions Set Payment Terms by Customer** - VIP clients get net-45, standard clients net-30, new clients payment due on receipt Add Company Logo** - Branded invoices with logos increase trust and reduce payment friction Schedule Batch Generation** - Run workflow on 1st of month at midnight for all recurring clients Create Invoice Templates** - Different templates for products vs services vs subscription billing Enable Read Receipts** - Track when customers open invoice emails to time follow-ups Automate Payment Reminders** - Send automated reminder 7 days before due date and on due date Archive by Client** - Create separate Google Drive folders per client for easy retrieval Include Project References** - Link invoices to project names, PO numbers, contracts for customer clarity Add Payment Instructions** - Crystal clear instructions reduce "how do I pay?" emails Use Professional Email Copy** - Friendly but professional email tone encourages prompt payment Track Unpaid Invoices** - Use conditional workflow to escalate overdue invoices to collections process Business Impact Metrics Track these key metrics to measure workflow success: Invoice Generation Time** - Measure average seconds from trigger to sent (target: under 60 seconds) Invoice Volume Capacity** - Count monthly invoices generated through automation (expect 5-10x increase in capacity) Calculation Error Rate** - Track invoices with math or tax errors (target: 0%) Time to Delivery** - Monitor minutes from invoice creation to customer inbox (target: under 5 minutes) Team Hours Saved** - Calculate monthly hours reclaimed from invoice automation (typical: 15-40 hours for small teams) Payment Collection Speed** - Compare days to payment before and after automation (expect 20-35% reduction) Payment Collection Rate** - Track percentage of invoices paid within terms (expect 10-15% improvement) Customer Payment Inquiries** - Monitor support tickets about invoice questions (expect 40-60% reduction) Late Payment Rate** - Track invoices paid after due date (expect 25-40% improvement) Cash Flow Impact** - Measure working capital improvement from faster invoicing and collection (typical: 15-25% improvement) 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 (1-5 cents per invoice) No coding required for basic setup Fully customizable for industry-specific requirements Mobile-friendly PDF output Multi-currency and multi-language ready Supports batch processing and individual triggers Ready to eliminate invoice headaches? Import this template and start sending professional, accurate invoices in seconds instead of minutes - improving your cash flow, delighting customers, and freeing your team to focus on growing the business!
by Oneclick AI Squad
Streamline your hiring process with intelligent AI-powered candidate screening and automated interview scheduling. This workflow receives applications via webhook, evaluates candidates using OpenAI's GPT model, scores them against job requirements, stores data in Google Sheets, and automatically schedules interviews for high-scoring candidates — all while sending personalized email notifications and updating statuses in real time. Reduce manual screening time and ensure only top candidates move forward. 🤖📧 What This Template Does Step 1: Triggers on new application submission via Webhook (e.g., from job portal or form). Step 2: Stores applicant data (resume, contact, role) into Google Sheets for centralized tracking. Step 3: Uses OpenAI GPT to evaluate candidate fit based on resume, skills, and job requirements. Step 4: Applies Scoring Logic: • Score ≥ 70 → Qualified for interview • Score < 70 → Not a fit Step 5: Branches based on score: → High Score Path: • Sends Interview Invitation Email • Creates Google Calendar Event • Updates Sheet: Status → “Interview Scheduled” → Low Score Path: • Sends Polite Rejection Email • Updates Sheet: Status → “Rejected” Step 6: Final metrics logged and webhook response confirms completion. Key Benefits ✅ Eliminates manual resume screening ✅ AI evaluates candidates consistently and objectively ✅ Automates interview scheduling with calendar integration ✅ Real-time status updates in Google Sheets ✅ Personalized email communication at every stage ✅ Full audit trail of decisions and actions Features Webhook-triggered application intake Google Sheets as applicant tracking system (ATS) OpenAI GPT-powered candidate evaluation Dynamic scoring threshold (customizable) Conditional branching (High/Low Score) Gmail integration for email notifications Google Calendar auto-event creation Real-time status updates via sheet write-back Final webhook response for system confirmation Requirements GOOGLE_SHEET_ID**: Your Google Sheet ID Credentials Needed:** Google Sheets OAuth2 Gmail API Key OpenAI API Key Google Calendar OAuth2 Customize:** • Job requirements & AI prompt • Score threshold (currently 70) • Email templates • Interview scheduling time slots Target Audience HR teams managing high-volume applications 👥 Recruiters seeking faster shortlisting ⏱️ Startups automating early-stage hiring 🚀 Tech companies with technical screening needs 💻 Remote-first organizations using digital workflows 🌍 Step-by-Step Setup Instructions Set up Google Sheet → Create a sheet with columns: Name, Email, Resume Link, Role, Status, Score, Timestamp → Replace YOUR_SHEET_ID in the workflow with your actual Sheet ID. Configure Webhook → Connect your job application form (e.g., Typeform, LinkedIn, custom portal) to trigger this workflow. Add OpenAI API Key → Insert your OpenAI key and customize the evaluation prompt under “AI Evaluation” node. Set Scoring Threshold → Adjust the “IF – Check Score Threshold” node (default: ≥70 = pass). Connect Gmail & Calendar → Enable Gmail OAuth2 and Google Calendar OAuth2. → Define interviewer email and default interview duration. Customize Emails → Edit “Interview Invitation” and “Rejection Notice” templates with your branding. Test the Flow → Submit a test application via webhook. → Verify: Sheet update → AI score → Email → Calendar event → Status change. Go Live → Enable automation. Monitor first few runs in Google Sheets. Workflow Complete! Now sit back as AI screens, scores, schedules, and communicates — all without lifting a finger. Metrics to Track: Applications received Average AI score Interview rate Time to process
by Yassin Zehar
Description Automated workflow that creates Jira issues directly from Google Forms. The flow validates and normalizes the data, creates the Jira issue, writes the key back to the Google Sheet, and sends a Gmail notification. Context This template bridges lightweight Google Forms with enterprise Jira. It enables instant ticket creation while keeping Jira the single source of truth. The flow is idempotent (no duplicates) and production-friendly, with clean field normalization and safe mappings. Target Users Product / Ops teams running request portals on Google Forms Engineering managers who need quick Jira integration without custom UI Project managers who track intake in Google Sheets but want Jira as the system of record Orgs that want controlled ticket creation without exposing Jira directly Technical Requirements Jira Cloud project + API email + API token + “Create issues” permission Google Form + response Sheet Gmail credential for notifications Workflow Steps Trigger when a row is added Normalize Fields – Trim/clean text Create Jira Issue – POST to Jira REST; safe mappings Update Google Sheet – Match by Horodateur or rowNumber; write jira_key, issue_url, status, updated_at. Send Gmail – HTML email with key, title, link, priority, requester. Key Features Real-time (no polling): Forms → trigger→ n8n Idempotent updates using the Form timestamp (“Horodateur”) Clean normalization: summary/description/labels all standardized once Safe Jira mappings: priority via ID Notification: branded HTML email with all key fields Expected Output Google Form to create the issue Sheet updated with jira_key, issue_url, status, updated_at A valid Jira issue in the configured project Email sent to stakeholders / requester How it works ⏰ Trigger – As soon as a row is added, the workflow is triggered 🧱 Normalize – Clean summary/description/labels; pick reporter_email 🧾 Create – POST to /rest/api/3/issue, capture { id, key, self } 📗 Update – Write jira_key, issue_url, status, updated_at back to the Sheet ✉️ Notify – Send Gmail HTML confirmation to stakeholders/requester Tutorial video: Watch the Youtube Tutorial video About me : I'm Yassin, IT Project Manager, Agile & Data specialist. Scaling tech products with data-driven project management. 📬 Feel free to connect with me on Linkedin
by Jitesh Dugar
Transform new hire onboarding from 3-4 hours of manual document compilation to 3 minutes of automated generation - creates personalized, role-specific document packages including welcome letters, benefits guides, IT setup instructions, and required forms, all branded and delivered with complete tracking. What This Workflow Does Revolutionizes employee onboarding with intelligent document generation, role-based customization, and automated delivery workflows: Webhook-Triggered Generation** - Automatically creates complete onboarding packages when new hires accept offers or from HR system triggers Smart Data Validation** - Verifies employee information, validates email addresses, generates employee IDs, and enriches data with company defaults Role-Based Customization** - Automatically detects job requirements and customizes documents for technical roles, management positions, or sales functions Department-Specific Details** - Populates office floor, dress code, parking assignments, and team information based on department Welcome Letter Generation** - Creates personalized welcome letters with start date details, first-day instructions, manager information, and what to bring Comprehensive Benefits Guide** - Generates detailed enrollment guides covering health insurance, dental, vision, 401(k), PTO, disability, and life insurance options IT Setup Instructions** - Produces role-specific IT guides with equipment lists, software access, network configuration, and security requirements Required Forms Package** - Creates emergency contact forms and direct deposit authorization with signature fields and document checklists Parallel Document Generation** - Simultaneously generates multiple documents for faster processing and efficiency Batch PDF Conversion** - Converts all HTML documents to professional, print-ready PDFs in one workflow execution Organized Drive Storage** - Creates employee-specific folders and archives all documents with systematic naming conventions Document Aggregation** - Collects all generated PDFs and prepares them as email attachments for delivery Automated Email Delivery** - Sends complete onboarding package to new hire with action items and first-day instructions HR System Integration** - Logs document generation, tracks completion status, manages signature requirements, and maintains audit trails Slack Team Notifications** - Alerts HR team when onboarding packages are successfully delivered with employee details Benefits Eligibility Logic** - Automatically determines benefits eligibility based on employment type and calculates enrollment start dates Signature Tracking** - Monitors which forms require signatures and tracks completion deadlines Key Features Intelligent Role Detection**: Automatically identifies technical roles requiring IT equipment, management positions needing leadership training, and sales roles requiring CRM access Equipment Allocation Logic**: Generates different equipment packages based on role (MacBook Pro for developers vs standard laptop for other roles) Employment Type Handling**: Differentiates between full-time, part-time, and contractor status affecting benefits eligibility and documentation Manager Information Auto-Population**: Pulls reporting structure, manager contact details, and department leadership information Benefits Start Date Calculation**: Automatically computes benefits eligibility dates (typically 30 days after start date) with formatted display Office Location Mapping**: Maps departments to specific floors, dress codes, and parking assignments for seamless first-day experience Dynamic Form Generation**: Creates fillable forms with proper spacing, signature lines, and checkbox fields for manual completion Multi-Document Packaging**: Generates 4+ separate documents covering welcome, benefits, IT setup, and compliance requirements Professional HTML Templates**: Beautifully designed documents with company branding, color-coded sections, and modern layouts Document Versioning**: Includes employee ID, generation timestamp, and unique document pack IDs for version control Email Action Items**: Summarizes required actions with deadlines, what to bring on first day, and pre-start preparation checklist Emergency Contact Management**: Collects primary and secondary emergency contacts with full contact information requirements Direct Deposit Authorization**: Provides bank account forms supporting primary and secondary accounts with percentage or fixed amount splits IT Security Compliance**: Documents mandatory security requirements including MFA setup, VPN configuration, and password policies Benefits Options Breakdown**: Details multiple plan options (PPO, HMO, HDHP) with premium costs and coverage comparisons Folder Organization System**: Creates hierarchical folder structure organizing documents by employee ID and full name Perfect For HR Departments** - Streamline new hire paperwork and reduce manual document preparation time Growing Companies** - Scale onboarding processes without proportionally increasing HR headcount Remote-First Organizations** - Deliver complete onboarding packages to distributed employees electronically Compliance-Focused Industries** - Maintain audit trails and ensure all required documentation is generated and tracked Companies with Complex Benefits** - Clearly communicate multiple benefit options with enrollment guidance IT-Heavy Organizations** - Provide detailed technical setup instructions for equipment and system access Multi-Department Enterprises** - Customize onboarding based on department, role, and location requirements Regulated Industries** - Ensure consistent documentation and signature tracking for compliance requirements What You Will Need Required Integrations HTML to PDF API** - PDF conversion service for professional document generation (approximately 1-5 cents per document) Gmail or SMTP** - Email delivery service for sending onboarding packages to new hires Google Drive** - Cloud storage for document archival and HR record-keeping Optional Integrations Slack Webhook** - HR team notifications when onboarding packages are delivered HR Management System** - HRIS integration for automatic logging and status tracking (BambooHR, Workday, ADP) DocuSign/HelloSign** - E-signature integration for digital form completion and signature collection Benefits Administration** - Connect to benefits platforms for enrollment link generation Applicant Tracking System** - Trigger workflow when candidates accept offers (Greenhouse, Lever, Jobvite) Employee Directory** - Sync employee data with directory systems (Okta, Azure AD) Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure PDF Service - Add HTML to PDF API credentials in the Convert to PDF node Setup Gmail - Connect Gmail OAuth2 credentials and update sender email address Connect Google Drive - Add Google Drive OAuth2 credentials and configure base folder path Customize Company Info - Edit validation node with your company name, address, website, and contact details Update HR Contact - Modify HR department name, email, and phone number in enrichment logic Configure Department Info - Adjust department mappings for office floors, dress codes, and parking assignments Customize Benefits - Edit benefits guide with your actual plan options, premiums, and coverage details Set IT Equipment - Modify equipment lists based on actual hardware provided to different roles Update Role Detection - Adjust role-based logic to match your job titles and equipment requirements Configure Email Template - Customize welcome email message with company-specific instructions Add Slack Webhook - Configure Slack notification URL for HR team alerts Test Complete Workflow - Submit sample employee data to verify all documents generate correctly Setup HR System Integration - Replace logging code with actual API calls to your HR platform Customization Options Additional Documents** - Add company policy handbooks, confidentiality agreements, or handbook acknowledgments Multi-Language Support** - Generate documents in multiple languages for international employees Custom Branding** - Add company logos, color schemes, and custom styling to all document templates Conditional Sections** - Show/hide document sections based on employment type, location, or department Variable Pay Structures** - Include salary information, bonus structure, or commission plans in welcome letters Onboarding Schedules** - Generate detailed first-week schedules with meetings, training, and orientation sessions Team Introductions** - Include team member photos, bios, and contact information in welcome packages Location-Specific Content** - Different documents for headquarters vs remote vs international employees Probationary Period Info** - Add probation terms, review schedules, and performance expectations Company Culture Content** - Include mission, values, culture guide, and employee testimonials Video Embeddings** - Add QR codes or links to welcome videos from CEO or department heads Interactive Checklists** - Generate pre-boarding checklists with tasks to complete before start date Equipment Order Forms** - Include forms for employees to select laptop preferences or accessories Background Check Status** - Conditional content based on background check completion Referral Program Info** - Include employee referral program details and bonus structure Expected Results 95% time savings** - Reduce document preparation from 3-4 hours to 3 minutes per employee 100% consistency** - Eliminate errors from manual document creation and ensure brand compliance Same-day delivery** - New hires receive complete packages within minutes of offer acceptance Zero document loss** - Systematic archival prevents missing paperwork or compliance gaps Improved new hire experience** - Professional, organized packages create positive first impression Faster time-to-productivity** - Clear instructions and preparation reduce first-day confusion Reduced HR workload** - Automation frees HR team for strategic onboarding activities Better compliance** - Consistent documentation and tracking meets regulatory requirements Scalable onboarding** - Handle 10x more new hires without additional HR staff Complete audit trail** - Timestamp and track every document generation for compliance reviews Pro Tips Test with Multiple Roles** - Verify role detection logic works correctly for all job titles in your organization Validate Email Delivery** - Ensure onboarding emails don't trigger spam filters with test sends Set Realistic Deadlines** - Give new hires adequate time to review and complete forms before start date Include Document Checklist** - Help new hires track which forms require signatures or return Provide IT Support Contact** - Make sure IT help desk info is accurate and responsive Update Benefits Annually** - Review and refresh benefits content during open enrollment periods Personalize Welcome Messages** - Include hiring manager or team-specific welcome notes when possible Archive Systematically** - Maintain consistent folder structure for easy retrieval and compliance audits Track Form Completion** - Follow up with new hires who haven't returned required documents Gather Feedback** - Survey new hires about onboarding package clarity and usefulness Keep Templates Current** - Regularly review and update document templates with latest policies Add Video Walkthroughs** - Link to video tours of office, parking, and first-day procedures Include FAQ Document** - Answer common new hire questions proactively in package Customize for Remote Workers** - Create alternate documents for fully remote employees Coordinate with Managers** - Notify hiring managers when their new reports receive onboarding packages Business Impact Metrics Track these key metrics to measure workflow success: Document Generation Time** - Average minutes from trigger to package delivery (target: under 5 minutes) HR Productivity Gain** - Hours saved per month on document preparation (typical: 15-20 hours monthly) New Hire Satisfaction** - Survey rating on onboarding package quality and clarity (target: 4.5/5) Form Completion Rate** - Percentage of required forms returned by start date (target: 95%+) Documentation Errors** - Reduction in incorrect or missing information on documents (target: 100% accuracy) Time-to-Productivity** - Days until new hire reaches full productivity (expect 20-30% faster) Compliance Adherence** - Percentage of complete onboarding files meeting regulatory standards (target: 100%) Package Delivery Speed** - Hours between offer acceptance and package receipt (target: same day) First-Day Preparedness** - Percentage of new hires arriving with completed forms (target: 90%+) HR Scalability** - Number of new hires HR can onboard simultaneously without quality loss 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 document templates and content Supports unlimited employees and departments Integrates with major HRIS platforms via API Handles all employment types and role variations Scalable to process multiple onboarding packages simultaneously Ready to transform your employee onboarding process? Import this template and start generating professional, role-specific onboarding packages that delight new hires, ensure compliance, and free your HR team to focus on creating exceptional employee experiences instead of shuffling paperwork!
by Matt
This workflow automates the repair request process between tenants and building managers, keeping all updates organized in a single spreadsheet. It is composed of two coordinated workflows, as two separate triggers are required — one for new repair submissions and another for repair updates. A Unique Unit ID that corresponds to individual units is attributed to each request, and timestamps are used to coordinate repair updates with specific requests. General use cases include: Property managers** who manage multiple buildings or units. Building owners** looking to centralize tenant repair communication. Automation builders** who want to learn multi-trigger workflow design in n8n. ⚙️ How It Works Workflow 1 – New Repair Requests Behind the Scenes: A tenant fills out a Google Form (“Repair Request Form”), which automatically adds a new row to a linked Google Sheet. Steps: Trigger: Google Sheets rowAdded – runs when a new form entry appears. Extract & Format: Collects all relevant form data (address, unit, urgency, contacts). Generate Unit ID: Creates a standardized identifier (e.g., BUILDING-UNIT) for tracking. Email Notification: Sends the building manager a formatted email summarizing the repair details and including a link to a Repair Update Form (which activates Workflow 2). Workflow 2 – Repair Updates Behind the Scenes:\ Triggered when the building manager submits a follow-up form (“Repair Update Form”). Steps: Lookup by UUID: Uses the Unit ID from Workflow 1 to find the existing row in the Google Sheet. Conditional Logic: If photos are uploaded: Saves each image to a Google Drive folder, renames files consistently, and adds URLs to the sheet. If no photos: Skips the upload step and processes textual updates only. Merge & Update: Combines new data with existing repair info in the same spreadsheet row — enabling a full repair history in one place. 🧩 Requirements Google Account (for Forms, Sheets, and Drive) Gmail/email node connected for sending notifications n8n credentials configured for Google API access ⚡ Setup Instructions (see more detail in workflow) Import both workflows into n8n, then copy one into a second workflow. Change manual trigger in workflow 2 to a n8n Form node. Connect Google credentials to all nodes. Update spreadsheet and folder IDs in the corresponding nodes. Customize email text, sender name, and form links for your organization. Test each workflow with a sample repair request and a repair update submission. 🛠️ Customization Ideas Add Slack or Telegram notifications for urgent repairs. Auto-create folders per building or unit for photo uploads. Generate monthly repair summaries using Google Sheets triggers. Add an AI node to create summaries/extract relevant repair data from repair request that include long submissions.
by Cheng Siong Chin
How It Works A webhook or timer triggers the workflow to automatically fetch inventory data from multiple platforms. Stock levels are compared across stores to identify discrepancies, and any inconsistencies are updated on the respective platforms in real time. All changes and updates are recorded in Google Sheets for easy tracking, and email alerts are sent to notify relevant team members of any exceptions or issues that require attention. This ensures inventory accuracy and timely response to stock mismatches. Setup Steps Add Shopify and/or WooCommerce API credentials to enable secure data access. Connect Google Sheets for comprehensive logging of all inventory updates and Gmail for sending timely email alerts. Configure the sync frequency within the Function nodes to control how often inventory data is fetched, compared, and updated. Prerequisites Shopify/WooCommerce API keys Google Sheets access Gmail credentials n8n instance Customization Add ERPNext or custom APIs Enable Slack notifications AI discrepancy detection Benefits Real-time inventory accuracy Automated cross-platform updates Centralized audit logging
by Ranjan Dailata
Disclaimer Please note - This workflow is only available on n8n self-hosted as it’s making use of the community node for the Decodo Web Scraping This n8n workflow automates the process of scraping, analyzing, and summarizing Amazon product reviews using Decodo’s Amazon Scraper, OpenAI GPT-4.1-mini, and Google Sheets for seamless reporting. It turns messy, unstructured customer feedback into actionable product insights — all without manual review reading. Who this is for This workflow is designed for: E-commerce product managers** who need consolidated insights from hundreds of reviews. Brand analysts and marketing teams** performing sentiment or trend tracking. AI and data engineers** building automated review intelligence pipelines. Sellers and D2C founders** who want to monitor customer satisfaction and pain points. Product researchers** performing market comparison or competitive analysis. What problem this workflow solves Reading and analyzing hundreds or thousands of Amazon reviews manually is inefficient and subjective. This workflow automates the entire process — from data collection to AI summarization — enabling teams to instantly identify customer pain points, trends, and strengths. Specifically, it: Eliminates manual review extraction from product pages. Generates comprehensive and abstract summaries using GPT-4.1-mini. Centralizes structured insights into Google Sheets for visualization or sharing. Helps track product sentiment and emerging issues over time. What this workflow does Here’s a breakdown of the automation process: Set Input Fields Define your Amazon product URL, geo region, and desired file name. Decodo Amazon Scraper Fetches real-time product reviews from the Amazon product page, including star ratings and AI-generated summaries. Extract Reviews Node Extracts raw customer reviews and Decodo’s AI summary into a structured JSON format. Perform Review Analysis (GPT-4.1-mini) Uses OpenAI GPT-4.1-mini to create two key summaries: Comprehensive Review: A detailed summary that captures sentiment, recurring themes, and product pros/cons. Abstract Review: A concise executive summary that captures the overall essence of user feedback. Persist Structured JSON Saves the raw and AI-enriched data to a local file for reference. Append to Google Sheets Uploads both the original reviews and AI summaries into a Google Sheet for ongoing analysis, reporting, or dashboard integration. Outcome: You get a structured, AI-enriched dataset of Amazon product reviews — summarized, searchable, and easy to visualize. Setup Pre-requisite Please make sure to install the n8n custom node for Decodo. Step 1 — Import the Workflow Open n8n and import the JSON workflow template. Ensure the following credentials are configured: Decodo Credentials account → Decodo API Key OpenAI account → OpenAI API Key Google Sheets account → Connected via OAuth Step 2 — Input Product Details In the Set node, replace: amazon_url → your product link (e.g., https://www.amazon.com/dp/B0BVM1PSYN) geo → your region (e.g., US, India) file_name → output file name (optional) Step 3 — Connect Google Sheets Link your desired Google Sheet for data storage. Ensure the sheet columns match: product_reviews all_reviews Step 4 — Run the Workflow Click Execute Workflow. Within seconds, your Amazon product reviews will be fetched, summarized by AI, and logged into Google Sheets. How to customize this workflow You can tailor this workflow for different use cases: Add Sentiment Analysis** — Add another GPT node to classify reviews as positive, neutral, or negative. Multi-Language Reviews** — Include a language detection node before summarization. Send Alerts** — Add a Slack or Gmail node to notify when negative sentiment exceeds a threshold. Store in Database** — Replace Google Sheets with MySQL, Postgres, or Notion nodes. Visualization Layer** — Connect your Google Sheet to Looker Studio or Power BI for dynamic dashboards. Alternative AI Models** — Swap GPT-4.1-mini with Gemini 1.5 Pro, Claude 3, or Mistral for experimentation. Summary This workflow transforms the tedious process of reading hundreds of Amazon reviews into a streamlined AI-powered insight engine. By combining Decodo’s scraping precision, OpenAI’s summarization power, and Google Sheets’ accessibility, it enables continuous review monitoring. In one click, it delivers comprehensive and abstract AI summaries, ready for your next product decision meeting or market strategy session.
by Dean Pike
Client Form → Draft → Approve → Sign → Deliver, fully automated This workflow automates the entire agreement lifecycle from client form submission to signed document delivery. It generates personalized agreements from templates, manages internal approvals, orchestrates e-signatures via Signwell, and delivers fully executed documents with complete audit trails in n8n Data Tables. Good to know Handles client data collection via JotForm with custom field mapping Automatically populates Google Doc templates with client-specific details Internal approval workflow with email-based confirmation Signwell integration for embedded e-signatures - test mode enabled by default - disable for legally binding documents Complete lifecycle tracking in n8n Data Tables (draft → approval → sent → signed) Auto-cleanup: removes documents from Signwell after completion to save storage Who's it for Service businesses, consultants, agencies, and freelancers who send agreements to clients regularly. Perfect for anyone wanting to avoid other costly e-signature platforms with limited API and automation capabilities. Signwell has an affordable entry level tier with generous API limits. If you're looking to eliminate manual document preparation, have an approval workflow, and track signatures while maintaining professional client communication, then this solution is a good fit. How it works Phase 1: Draft Creation JotForm trigger captures client submission (company name, address, contact details, position) Standardizes form data and duplicates Google Doc template with custom filename Replaces template variables with client information (company name, address, full name, position, dates) Creates clean document URL and logs initial record to Data Tables Emails internal team with draft review link and client details Phase 2: Approval & Preparation Gmail monitors inbox for "Approved" reply email Fetches agreement record from Data Tables and marks as approved Downloads Google Doc as PDF and uploads to Drive folder Grants temporary public sharing access (required for Signwell file import) Creates Signwell document with embedded signature fields and signing URL Emails client with personalized signing link Revokes public sharing access for security and updates Data Tables with Signwell details Phase 3: Signature & Delivery Gmail monitors for Signwell completion notification Extracts signed document download link from notification email Downloads fully executed PDF from Signwell Uploads to "Final Versions" folder in Google Drive Updates Data Tables with completion status and final document URLs Sends confirmation email to client with signed PDF attached Deletes document from Signwell to free up storage Requirements JotForm account (free tier works) Gmail account with OAuth2 access Google Drive account (OAuth2) Google Docs account (OAuth2) with a draft Agreement template Signwell account with API key n8n Data Tables (built-in, no external service needed) Google Drive folders: "Services Agreements - Drafts" and "Services Agreements - Final Versions" How to set up Add credentials: JotForm API, Gmail OAuth2, Google Drive OAuth2, Google Docs OAuth2, Signwell API key Create JotForm: Build form with fields: Company Name, Company Address (address field), Full Name (name field), Your Position/Job Title, Email In "JotForm Trigger" node: select your form Create Google Doc template: Add variables {{clientCompanyName}}, {{clientFullName}}, {{clientNamePosition}}, {{clientCompanyAddress}}, {{agreementDate1}}, {{agreementDate2}} In "Copy and Rename File" node: select your template document and update folder ID to your "Drafts" folder Create Data Table: Name it "Services Agreements" with columns: documentFileName, clientEmail, clientFullName, clientNamePosition, clientCompanyName, clientCompanyAddress, documentUrl, approvalStatus, sentDocumentPdfUrl, sentDate, signwellUrl, signwellDocID, docSigned, finalExecutedDocGDrive, finalExecutedDocSignwellUrl In "Insert Row" and all "Get/Update Row" nodes: select your Data Table Create Gmail labels: "_AGREEMENTS" with 2 nested (sublabels) Agreement-Approvals" and "Agreement-Completed" for filtering In "Check for Email Approval" node: select your approval label and update internal email address In "Check Email for Completed Notification" node: select your completed label In "Create Document in Signwell" node: update API key and adjust signature field coordinates for your document Set Signwell to live mode: Change "test_mode": true to "test_mode": false when ready for production Activate workflow Customizing this workflow Change template variables: Edit "Update New File" node to add/remove fields (e.g., pricing, terms, scope of work) Modify approval email: Edit "Share Email Draft" node to change recipient, subject line, or message format Adjust Signwell fields: Edit "Create Document in Signwell" node to change signature/date field positions (x, y coordinates) to match your agreement template, and add any other fields you'd like Add approval deadline: Add Wait node with timeout after "Share Email Draft" to auto-remind for pending approvals Multi-signer support: Modify "Create Document in Signwell" recipients array to add multiple signers (e.g., both parties) Change storage folders: Update folder IDs in "Upload PDF File" and "Upload Completed Doc" nodes Add Slack notifications: Add Slack nodes after key milestones (draft created, approved, signed) Custom client messaging: Edit "Send Prepared Agreement to Client" and "Send Client Completed Agreement PDF" nodes for personalized communication Add reminder logic: Insert Wait + Send Email nodes between signing and completion to remind client if not signed within X days Quick Troubleshooting JotForm not triggering: Verify webhook is active in JotForm settings and form ID matches "JotForm Trigger" node Template variables not replacing: Check variable names in template doc exactly match {{variableName}} format (case-sensitive) Wrong internal email for approval: Update email address in "Share Email Draft" node to your own email Approval email not detected: Confirm Gmail label "Agreement-Approvals" exists and reply contains exact word "Approved" Signwell document creation fails: Verify PDF has public sharing enabled before API call AND Signwell API key is valid in "Create Document in Signwell" node Signature fields in wrong position: Adjust x/y coordinates in "Create Document in Signwell" node (test in Signwell UI first to find correct pixel positions) Completed document not downloading: Check Signwell completion email format - Code node extracts link via regex pattern Data Tables errors: Ensure documentFileName exactly matches between "Insert Row" and "Get/Update Row" operations Client emails not sending: Re-authorize Gmail OAuth2 credentials and verify sender name/address in Gmail nodes Drive folder not found: Update folder IDs in "Copy and Rename File", "Upload PDF File", and "Upload Completed Doc" nodes to your own folder IDs Signwell deletion fails: Verify signwellDocID was correctly stored in Data Tables before deletion (check "Update Row - Additional Doc Details" output) 401/403 API errors: Re-authorize all OAuth2 credentials (Gmail, Google Drive, Google Docs) Test mode documents: Change "test_mode": true to "test_mode": false in "Create Document in Signwell" node for production signatures Sample Outputs Agreement Drafts and Final folders/files in Google Drive File References Agreement Template (sample) Final Agreement Signed (sample)
by Hassan
Overview This sophisticated n8n workflow transforms raw LinkedIn leads into personalized, high-converting connection requests using GPT-4O AI and PhantomBuster automation. The system processes LinkedIn profile data, generates authentic icebreakers, and automatically sends connection requests twice daily, creating a hands-off lead generation machine that maintains human authenticity while scaling outreach efforts. Key Benefits 🤖 AI-Powered Personalization Generate unique, human-like icebreakers for every LinkedIn connection request using GPT-4O, ensuring each outreach feels personal and authentic rather than automated. ⚡ Automated Workflow Execution Run your entire lead generation pipeline automatically twice daily (10 AM and 5 PM) USA Time with zero manual intervention required. 📊 Smart Data Management Seamlessly manage leads across multiple Google Sheets with automatic data cleanup, duplicate prevention, and organized lead tracking. 🎯 PhantomBuster Integration Leverage PhantomBuster's powerful LinkedIn automation to send connection requests at scale while maintaining platform compliance. 📈 Scalable Processing Process leads in optimized batches of 10 to maintain quality while scaling your outreach efforts effectively and remain within LinkedIn’s weekly connection request limits. 📧 Real-Time Monitoring Receive email notifications whenever connection requests are sent, keeping you informed of your campaign progress. 🔄 Continuous Operation Self-maintaining system that processes new leads, cleans up completed tasks, and prepares for the next cycle automatically. 💼 Professional Template System Uses proven icebreaker templates that follow the format: "Hey [name], loved seeing [personalized detail]. I'm also into [relevant connection], thought I'd connect." How It Works Phase 1: Lead Acquisition & Processing The workflow begins with scheduled triggers that activate twice daily. Upon activation, the system first cleans up previously processed leads from the source Google Sheet to prevent duplicates. It then retrieves fresh LinkedIn profile data including names, titles, company information, locations, and profile URLs. Phase 2: AI-Powered Personalization Engine Retrieved leads are processed in batches of 10 through a sophisticated GPT-4O integration. The AI analyzes each LinkedIn profile and generates personalized icebreakers following a proven template structure. The system is specifically programmed to paraphrase LinkedIn information rather than copy it directly, ensuring messages feel human-written rather than automated. Phase 3: Data Storage & Campaign Launch Processed leads with their AI-generated icebreakers are stored in a dedicated Google Sheet for tracking and analysis. The system then aggregates all processed data and triggers a PhantomBuster agent that executes the actual LinkedIn connection requests using the personalized messages. Phase 4: Cleanup & Notification After successful campaign launch, the system removes processed leads from the source sheet, sends email confirmation notifications, and prepares for the next scheduled execution cycle. Required Setup & Dependencies Core Integrations: Google Sheets API access with OAuth2 authentication OpenAI API key for GPT-4O access PhantomBuster account with API key and configured LinkedIn agent Gmail account for notifications Google Sheets Structure: Source Sheet: Contains raw LinkedIn data (firstName, lastName, title, companyName, location, etc.) Destination Sheet: Stores processed leads with icebreakers and tracking information PhantomBuster Configuration: LinkedIn connection request automation agent Proper agent ID configuration in the HTTP request node Valid API key with sufficient credits Business Use Cases Sales Development Representatives (SDRs) Automate personalized outreach to potential clients while maintaining the human touch that drives connection acceptance rates. Recruitment Agencies Scale candidate outreach with personalized messages that reference specific experience and skills from LinkedIn profiles. Business Development Generate partnerships and collaboration opportunities through targeted, personalized connection requests to industry leaders. Coaches & Consultants Build professional networks by connecting with potential clients using AI-generated icebreakers that reference their specific challenges and opportunities. Marketing Agencies Develop client relationships through personalized outreach that demonstrates understanding of their business and industry. Revenue Potential Direct Lead Generation: Process 20 leads daily (10 per execution × 2 runs) Average 25% connection acceptance rate = 5 new connections daily Convert 10% of connections to qualified leads = 15 qualified leads monthly Close 20% of qualified leads at $2,000 average deal size = $6,000 monthly revenue Agency Services: Offer as white-label service to clients at $500-1,500 monthly recurring revenue per client Manage 10-20 client accounts for $5,000-30,000 monthly recurring revenue SaaS Model: Package as LinkedIn automation SaaS with tiered pricing ($49-299/month) Target 100+ subscribers for $5,000-30,000 monthly recurring revenue Difficulty Level & Build Time Difficulty: Intermediate to Advanced Estimated Build Time: 4-6 hours Technical Requirements: Understanding of API integrations, Google Sheets operations, and basic workflow logic Setup Complexity: API key management and authentication setup Google Sheets structure creation and permission configuration PhantomBuster agent setup and testing AI prompt engineering for optimal icebreaker generation Detailed Setup Steps 1. Google Sheets Preparation Create two Google Sheets: Source Sheet:** Structure with columns for firstName, lastName, location, title, companyName, titleDescription, linkedInProfileUrl Destination Sheet:** Include all source columns plus id, photo_url, icebreaker, email_status fields 2. API Credentials Configuration OpenAI:** Generate API key with GPT-4O access Google Sheets:** Set up OAuth2 credentials in n8n PhantomBuster:** Create account, set up LinkedIn connection agent, obtain API key Gmail:** Configure OAuth2 for notification emails 3. PhantomBuster Agent Setup Create LinkedIn connection request automation agent Configure with proper message templates and targeting parameters Test agent functionality and note the agent ID for n8n configuration 4. Workflow Import & Configuration Import the provided n8n workflow JSON Update all credential references to match your configured accounts Modify Google Sheet IDs in all relevant nodes Update PhantomBuster agent ID and API key in HTTP request node 5. AI Prompt Optimization Review and customize the GPT-4O prompt for your specific use case Test icebreaker generation with sample data Adjust tone and style parameters as needed 6. Schedule Configuration Set appropriate trigger times based on your target timezone Consider LinkedIn usage patterns for optimal engagement 7. Testing & Validation Run workflow manually with test data Verify Google Sheets integration and data flow Test PhantomBuster integration with small batch Confirm email notifications are working Advanced Customization Options Enhanced AI Personalization Integrate additional data sources (company websites, news articles) for richer context Add industry-specific icebreaker templates Implement A/B testing for message variations CRM Integration Connect to Salesforce, HubSpot, or Pipedrive for seamless lead management Add lead scoring based on profile analysis Implement automated follow-up sequences Analytics & Reporting Add detailed tracking and analytics dashboard Implement conversion tracking from connection to closed deal Generate automated performance reports Multi-Platform Expansion Extend to Twitter/X and Instagram outreach Add email finder integration for multi-channel campaigns Implement unified contact management across platforms Advanced Filtering Add AI-powered lead qualification before outreach Implement company size, industry, and role-based filtering Add sentiment analysis for optimal timing This workflow represents a complete, production-ready solution that can immediately start generating leads and revenue while providing a foundation for advanced customization and scaling.