Workflow Templates

Job post expiry & refresh reminders from Google Sheets using HTTP Last‑Modified checks This workflow checks each job URL in your Google Sheet and identifies listings that look stale based on the page’s Last‑Modified date. At 10:00 Asia/Kolkata every day, it requests each URL (HEAD, then GET if needed), calculates the age in days, and sends a polite email reminder to the recruiter when age ≥ a configurable threshold (default 30 days). It includes a DRY_RUN mode to preview who would be emailed, and conservative rate limits for both HTTP requests and email sends. Who’s it for Recruitment teams maintaining job links on external boards/career sites. Coordinators who want a daily, hands‑off nudge to refresh or unlist outdated posts. Teams using Google Sheets to store job URLs and owner contacts. How it works Cron (10:00 IST) triggers daily. Google Sheets reads the Job Posts tab (job_url, recruiter_name, recruiter_email). Validate rows (URL + email format, weekend rule via config). HTTP HEAD to fetch headers; if Last-Modified missing, HTTP GET and parse common meta tags (article:modified_time, og:updated_time, lastmod, dateModified). Compute age (days since last modified in your configured timezone). If age_days ≥ THRESHOLD_DAYS, prepare a personalized email using templates. DRY_RUN? If true, output a preview; if false, rate‑limit and send emails via SMTP. How to set up Create the Sheet Tab name: Job Posts Columns: job_url, recruiter_name, recruiter_email Credentials in n8n Google Sheets (OAuth) SMTP (Gmail) (use an app password if 2FA) Open “Set: Config” and set: SPREADSHEET_ID = your Sheet ID SOURCE_SHEET = Job Posts TIMEZONE = Asia/Kolkata THRESHOLD_DAYS = 30 (change if needed) USER_AGENT = n8n-job-checker/1.0 HTTP_TIMEOUT_SECONDS = 10 HTTP_RETRIES = 2 RATE_LIMIT_HTTP_SECONDS = 5 RATE_LIMIT_EMAIL_SECONDS = 2 SMTP_FROM = sender email (e.g., hiring-ops@company.com) SUBJECT_TEMPLATE, HTML_TEMPLATE, TEXT_TEMPLATE (placeholders: {{recruiter_name}}, {{job_url}}, {{age_days}}, {{last_modified}}) INCLUDE_WEEKENDS = true DRY_RUN = false (set true to preview) Activate the workflow. Requirements Google Sheet with Job Posts tab and required columns. SMTP (Gmail) account to send emails. n8n (cloud or self‑hosted) with Google Sheets + SMTP credentials. How to customize Threshold:** Change THRESHOLD_DAYS (e.g., 15, 45). Schedule:** Adjust the Cron time from 10:00 IST to your preferred hour. Templates:** Edit SUBJECT_TEMPLATE, HTML_TEMPLATE, and TEXT_TEMPLATE. Rate limits:** Tune RATE_LIMIT_HTTP_SECONDS and RATE_LIMIT_EMAIL_SECONDS for your environment. Weekend behavior:** Toggle INCLUDE_WEEKENDS. Preview runs:** Use DRY_RUN=true to check recipients before real sends. Add‑ons Helper columns:** Write back last_modified_http, age_days, reminder_sent_at, last_checked_at, notes to the sheet. Per‑row override:** Add threshold_days column to override the global threshold per job. Slack notifications:** DM the recruiter or a channel in addition to (or instead of) email. One‑time reminders:** Email only once until the page updates (track reminder_sent_at). Robots/backoff:** Respect robots.txt or add exponential backoff for high‑traffic sites. Use Case Examples Career site posts** that haven’t been updated in 30+ days. Remind owners to refresh copy or close the listing. Third‑party boards** (e.g., niche communities) where Last‑Modified is available — automate hygiene checks. Agency partnership links** — ensure outdated roles aren’t left live, protecting brand experience. Common troubleshooting | Issue | Possible Cause | Solution | | --- | --- | --- | | No emails sent | DRY_RUN is true | Set DRY_RUN=false to actually send. | | Rows skipped | Invalid/missing job_url or recruiter_email | Fix the row values; ensure valid URL and email. | | “Stale” not detected | Page has no Last-Modified header and no recognizable meta tags | Add manual review; consider the Helper columns add‑on to log missing dates, or track first_seen_at. | | Wrong time math | Timezone mismatch | Confirm TIMEZONE=Asia/Kolkata (or your TZ) in Set: Config. | | Too many requests | Sites rate‑limit frequent checks | Increase RATE_LIMIT_HTTP_SECONDS; consider running less frequently. | | Emails fail to send | SMTP auth or quota issues | Verify SMTP credentials, sender address, and provider limits; try a different sender or schedule. | Need Help? If you’d like help tailoring the templates, adding Slack notifications or writing back helper columns for audit, just message us at WeblineIndia and we will be happy to help you get this running smoothly.

How it works This workflow identifies HubSpot deals that have gone untouched for 21+ days and automatically updates their status to Closed Lost. It fetches associated contacts, retrieves their details, and sends personalized follow-up emails requesting feedback. Finally, it notifies your team via Slack about the deals moved to Closed Lost. The workflow runs on a scheduled interval, ensuring consistent lead management without manual intervention. Step-by-step 1. Trigger the workflow Schedule Trigger** – Runs the workflow at a defined interval (daily, weekly, etc.). Get HubSpot Deals** – Retrieves all deals with key properties from HubSpot. Extract Deal Fields** – Normalizes deal data for consistent processing. 2. Identify and update cold deals Filter Cold Leads (21+ days)** – Keeps only deals not updated in the past 21 days. Update Deal to Closed Lost** – Marks stale deals as Closed Lost in HubSpot. 3. Map deals to contacts Fetch Deal Associations** – Retrieves contacts linked to filtered deals. Extract Contact IDs** – Parses associations to get contactId, dealId, and dealName. Get Contact Details** – Fetches enriched contact information. Extract Contact Email** – Simplifies data, keeping only the email field. 4. Follow-up & team notification Send Gmail Feedback Request** – Sends a personalized thank-you email requesting feedback. Send Slack Notification** – Alerts the team about deals updated to Closed Lost. Why use this? Ensures timely closure of stale HubSpot deals, keeping your pipeline clean. Automates follow-up emails to gather valuable feedback from disengaged leads. Reduces manual effort in deal management and contact outreach. Keeps your team informed in real-time with Slack notifications. Improves sales process efficiency and lead data hygiene.

Template Description: > Stop manually reading every CV and copy-pasting data into a spreadsheet. This workflow acts as an AI recruiting assistant, automating your entire initial screening process. It captures applications from a public form, uses AI to read and understand PDF CVs, structures the candidate data, saves it to Google Sheets, and notifies all parties. This template is designed to save HR professionals and small business owners countless hours, ensuring no applicant is missed and all data is consistently structured and stored. 🚀 What does this workflow do? Provides a public web form for candidates to submit their name, email, experience, and PDF CV. Automatically reads the text content from the uploaded PDF CV. Uses an AI Agent (OpenAI) to intelligently parse the CV text, extracting key data like contact info, work experience, education, skills, and more. Writes a concise summary** of the CV, perfect for quick screening by HR. Checks for duplicate applications** based on the candidate's email address. Saves all structured applicant data** into a new row in a Google Sheet, creating a powerful candidate database. Sends an automated confirmation email to the applicant. Sends a new application alert with the CV summary to the recruiter. 🎯 Who is this for? HR Departments & Recruiters:** Streamline your hiring pipeline and build a structured candidate database. Small Business Owners:** Manage job applications professionally without dedicated HR software. Hiring Managers:** Quickly get a summarized overview of each candidate without reading the full CV initially. ✨ Benefits Massive Time Savings:** Drastically reduces the time spent on manual CV screening and data entry. Structured Candidate Data:** Turns every CV into a consistently formatted row in a spreadsheet, making it easy to compare candidates. Never Miss an Applicant:** Every submission is logged, and you're instantly notified. Improved Candidate Experience:** Applicants receive an immediate confirmation that their submission was successful. AI-Powered Summaries:** Get a quick, AI-generated summary of each CV delivered to your inbox. ⚙️ How it Works Form Submission: A candidate fills out the n8n form and uploads their CV. PDF Extraction: The workflow extracts the raw text from the PDF file. AI Analysis: The text is sent to OpenAI with a prompt to structure all key information (experience, skills, etc.) into a JSON format. Duplicate Check: The workflow checks your Google Sheet to see if the applicant's email already exists. If so, it stops. Save to Database: If the applicant is new, their structured data is saved as a new row in Google Sheets. Send Notifications: Two emails are sent simultaneously: a confirmation to the applicant and a notification with the CV summary to the recruiter. 📋 n8n Nodes Used Form Trigger Extract From File OpenAI Code (or JSON Parser) Google Sheets If Gmail 🔑 Prerequisites An active n8n instance. OpenAI Account & API Key**. Google Account** with access to Google Sheets and Gmail (OAuth2 Credentials). A Google Sheet** prepared with columns to store the applicant data (e.g., name, email, experience, skills, cv_summary, etc.). 🛠️ Setup Import the workflow into your n8n instance. Configure Credentials: Connect your credentials for OpenAI and Google (for Sheets & Gmail) in their respective nodes. Customize the Form: In the 1. Applicant Submits Form node, you can add or remove fields as needed. Activate the workflow. Once active, copy the Production URL from the Form Trigger node and share it to receive applications. Set Your Email: In the 8b. Send Notification... (Gmail) node, change the "To" address to your own email address to receive alerts. Link Your Google Sheet: In the 5. Check for Duplicate... and 7. Save Applicant Data... nodes, select your spreadsheet and sheet.

Overview Intelligent email-to-WhatsApp automation that monitors Gmail and Outlook accounts, uses Google Gemini AI to filter important emails, and forwards them to WhatsApp via Evolution API. Key Features Multi-account support (Gmail + 2 Outlook accounts) AI-powered email classification with Google Gemini Automatic Arabic translation for foreign emails Approved sender whitelist Security email prioritization (2FA, activations, passwords) Spam and promotion filtering Automatic mark-as-read Link extraction from emails Setup Requirements Services Needed: n8n instance Gmail account with API access Microsoft Outlook account(s) Google Gemini API key (free tier available) Evolution API (self-hosted WhatsApp API) Credentials to Add: Gmail OAuth2 Microsoft Outlook OAuth2 Google Gemini API Evolution API Configuration Steps Import workflow Add all credentials in n8n Update WhatsApp numbers in all "Send" nodes (format: number@s.whatsapp.net) Replace "YourInstanceName" with your Evolution API instance Customize approved sender emails in AI Agent system prompts Test and activate How It Works Workflow monitors emails every minute, parses content with JavaScript, classifies importance with Google Gemini AI, extracts links, translates non-Arabic content, and sends formatted messages to WhatsApp. Use Cases Perfect for professionals needing instant mobile notifications for critical emails while filtering spam and promotions.

Description Automatically identify clients who haven’t been contacted in 14+ days and re-engage them with personalized Gmail follow-up emails, Google Sheets tracking, and Slack notifications for account managers. Prevents churn by ensuring no client goes unnoticed. 💌📊💬 What This Template Does Triggers every Monday at 9:00 AM to check client activity. ⏰ Fetches all contacts from GoHighLevel CRM. 🔗 Filters clients with no updates in the last 14+ days. 🔍 Sends personalized Gmail re-engagement emails. 📧 Logs all inactive clients in Google Sheets for tracking. 📊 Sends Slack notifications summarizing inactive clients for account managers. 💬 Handles workflow errors and alerts the team via Slack. 🚨 Key Benefits ✅ Automated client re-engagement — no more missed follow-ups. ✅ Reduces churn by maintaining regular touchpoints. ✅ Centralized Google Sheets audit trail for visibility. ✅ Real-time Slack alerts keep teams informed. ✅ Fully customizable inactivity threshold (default: 14 days). ✅ Built-in error handling with instant Slack error alerts. Features Weekly cron trigger (default: Monday 9 AM). ⏰ GoHighLevel CRM integration to fetch contacts. 🔗 Dynamic filter for “inactive 14+ days” clients. 🕒 Personalized HTML re-engagement email via Gmail. 💌 Automatic Google Sheets logging with client metadata. 📊 Slack notification summarizing inactive clients. 💬 Error Trigger node for reliable monitoring. 🚨 Requirements n8n instance (cloud or self-hosted) Gmail OAuth2 credentials for sending emails Slack API credentials with chat:write and channels:read GoHighLevel OAuth2 credentials for CRM data access Google Sheets OAuth2 credentials for logging Target Audience Agencies and consultants managing multiple client relationships. 👩‍💼 Account managers preventing client churn. 🔄 Service businesses needing systematic client check-ins. 🏢 Remote teams requiring Slack alerts for client engagement. 🌐 Step-by-Step Setup Instructions Connect Gmail, Slack, Google Sheets, and HighLevel credentials in n8n. 🔑 Replace placeholder values (YOUR_GOOGLE_SHEET_ID, YOUR_SLACK_CHANNEL_ID) with environment variables. ⚙️ Customize inactivity threshold (default: 14 days). 🕒 Import the workflow JSON into n8n. 📦 Test manually with sample client records. ✅ Enable the workflow for weekly automated execution. 🚀

Stripe invoicing automation that is connected to your CRM, in this example, it is ClickUp. At the end of the flow, once your lead has been sent an invoice, you (or your team) will be sent an email notifying you of the newly sent invoice with all relevant details. How it works: • Monitors ClickUp task status → triggers workflow when status changes to send invoice. • Fetches task details from ClickUp, including customer name, email, and project cost. • Creates a Stripe customer using the fetched information. • Generates a Stripe invoice via HTTP request, including description, footer, and due date (calculated in Unix timestamp). • Adds invoice items automatically with correct amounts (converted to cents for Stripe). • Sends the invoice to the customer automatically (manual or auto-charge option). • Sends notification emails to team members with a link to the ClickUp task. Works with other CRMs like Monday or HubSpot, not just ClickUp. Test mode is available in Stripe to validate the workflow without sending real invoices. Setup steps: • You will need to connect your ClickUp Account • Connect your Stripe Account via HTTP Request (Shown in YouTube Video Linked Below) • You will need to connect your email account to N8N (Gmail, Outlook etc) for sending the emails to your team and the client Important Have your Stripe account and PUT IT IN TEST/DEVELOPER MODE when testing and developing the automation. Alternatively, set up an entirely separate account from your main Stripe account. This is only up until the point where you want to send the invoice, as you cannot send an invoice when your Stripe account is in test/developer mode For a complete rundown on how to set this up watch my YouTube tutorial linked below See full video tutorial here: https://youtu.be/vthK5I8x33k?si=W0Nreu403pDs-ud3 My LinkedIn: https://www.linkedin.com/in/seb-gardner-5b439a260/

Transform database design from weeks to minutes with this intelligent multi-agent system. Perfect for agencies, consultancies, and SaaS companies offering database architecture as a lead magnet or service. 🤖 4 Specialized AI Agents: Agent 1 (Architect):** Designs complete schema with tables, relationships, indexes Agent 2 (Reviewer):** Validates design for performance, security, scalability Agent 3 (Optimizer):** Adds advanced features and scores the design (0-100) Agent 4 (SQL Generator):** Creates production-ready migration scripts 🔄 Smart Quality Loop: Automatically retries up to 3 times if score falls below B grade, feeding previous feedback to improve the design iteratively. ✨ What You Get: Complete database schema (JSON) Comprehensive score card with letter grade Review feedback with severity levels (Critical/High/Medium/Low) Production-ready SQL migration script Optional auto-execution in PostgreSQL/MySQL Iteration count and optimization recommendations 💼 Perfect For: Digital agencies offering database design services SaaS companies needing rapid prototyping Consultancies creating lead magnets Developers modernizing legacy systems Startups validating data models 🎯 Use as Lead Magnet: Offer free database blueprints to capture leads, then upsell implementation, custom automations, and ongoing optimization services. ⚙️ Technical Highlights: Optimized temperature settings per agent (0.1-0.5) Claude Sonnet 4.5 for maximum quality Structured JSON output for easy integration Error handling and graceful degradation Execution time: 60-90 seconds average Cost: ~$0.15-0.30 per run Use Cases Agency Lead Magnet Capture leads by offering free database architecture reviews and blueprints Rapid Prototyping Quickly generate database schemas for MVP development and validation Legacy System Modernization Help companies redesign outdated database structures with modern best practices Technical Consulting Provide instant database assessments and recommendations to clients Educational Tool Teach database design principles through AI-generated examples and feedback Pre-Sales Tool Demonstrate technical expertise to prospects before engagement Key Features ✅ Multi-agent AI collaboration with specialized roles ✅ Automatic quality control and iterative improvement (max 3 retries) ✅ Support for PostgreSQL, MySQL, MSSQL, MariaDB ✅ Production-ready SQL script generation ✅ Comprehensive scoring system (Schema/Performance/Scalability/Security) ✅ Optional automatic SQL execution ✅ Detailed feedback with actionable recommendations ✅ Customizable form fields for different industries ✅ Error handling and graceful failures ✅ Complete audit trail of all agent decisions Setup Instructions PREREQUISITES: Anthropic API key (Claude Sonnet 4.5 access) PostgreSQL/MySQL database (optional, for auto-execution) n8n version 1.0+ with LangChain nodes CONFIGURATION STEPS: Import the workflow JSON into your n8n instance Configure Anthropic API credentials: Add your Anthropic API key in n8n credentials Connect all 4 AI model nodes to your credential (Optional) Configure database connection: In "Execute SQL in PostgreSQL" node, add your database credentials Use a TEST/SANDBOX database, never production Or disable this node if you prefer manual execution Customize the form (optional): Edit form fields in "On form submission" node Add industry-specific questions Adjust required fields based on your needs Test the workflow: Use the form URL to submit a test request Check execution time and quality Verify all agents are responding correctly Customize agent prompts (optional): Adjust system messages for industry-specific requirements Modify scoring criteria in Agent 3 Add custom validation rules in Agent 2 Deploy: Share the form URL as your lead magnet Embed in website or landing pages Set up email notifications for submissions COST CONSIDERATIONS: Each execution costs ~$0.15-0.30 in API calls Failed attempts (retries) increase cost Consider rate limiting for public forms Requirements REQUIRED: Anthropic API Key (Claude access) n8n version 1.0+ LangChain nodes enabled OPTIONAL: PostgreSQL/MySQL database connection (for auto-execution) Email service (for result delivery) CRM integration (for lead capture) Tags #ai-agents #database-design #postgresql #mysql #lead-generation #automation #langchain #claude #schema-design #multi-agent #consulting-tool #saas-tool #development #code-generation #sql-generator 📖 Website: https://evervise.ai/ ✨ Support: mark.marin@evervise.com N8N Link

⚠️ Disclaimer: This workflow uses WhatsApp, Google Calendar, and Gmail nodes that must be configured manually. Who’s it for This workflow is built for professionals, teams, and automation enthusiasts who want to manage their Google Calendar and Gmail directly from WhatsApp, powered by an AI assistant using OpenAI GPT or Google Gemini. It enables users to chat naturally through WhatsApp to schedule meetings, send emails, and check events — all without opening Gmail or Google Calendar. How it works The WhatsApp Trigger node captures incoming messages from users. The AI Agent (powered by Gemini or GPT) interprets user queries and determines the best tool to use. The Simple Memory node keeps context between messages using the user’s phone number. The Google Calendar nodes handle: Listing, creating, and updating events. Checking your availability before scheduling. The Gmail nodes handle: Sending emails. Reading and summarizing recent messages. The Date & Time node converts natural language like “next Monday at 3 PM” into proper ISO time format. The assistant responds via Send WhatsApp Response, sending clear confirmations and replies. Features Manage Gmail and Calendar entirely via WhatsApp. AI-powered understanding of natural language commands. Integrated with Google Meet for automatic conferencing links. Short-term memory for context retention. Fully modular – swap Gemini with OpenAI GPT or any LLM. Setup Steps Configure WhatsApp Cloud API via Meta for Developers. Set up Google Calendar and Gmail OAuth2 credentials. Add your Google API keys and calendar email. Connect your OpenAI or Gemini model credentials. Activate and test the workflow with messages like: “Schedule a meeting tomorrow at 5 PM.” “Check my latest emails.” “Send an email to alex@example.com about our project.” Requirements n8n instance (self-hosted or cloud) WhatsApp Business API (Meta Developer Account) Google Workspace or Gmail account OpenAI API key or Google Gemini API key Properly configured webhooks for WhatsApp Trigger Example Prompts “What’s on my calendar this week?” “Email John to confirm our meeting.” “When am I free tomorrow afternoon?” Customization Replace Gemini with OpenAI GPT in the AI Agent node. Adjust memory length for longer or shorter conversations. Add Slack or Teams notification nodes. Modify the prompt personality or response tone. Credits Created by Praneel For detailed setup help, visit praneel.tech/contact

🚀 Never miss a new lead again — get instant email alerts and stay ahead of every opportunity! This workflow automatically notifies your team the moment a new lead is created in your CRM or form submission. It keeps your sales, marketing, and support teams aligned — so no lead goes unnoticed, and every customer feels heard right away. ✨ How it works ✅ Capture: A webhook receives new lead data from your CRM or online form. 🧩 Clean: The workflow filters and formats the data for clear presentation. 💌 Compose: Generates a beautiful HTML email with your branding and lead details. 📨 Send: Instantly emails your team or the lead using Gmail or SMTP. ⚡ React Fast: Your team gets notified in seconds — no manual checks needed! ⚙️ Set up steps 🔗 Add a POST webhook in your CRM or app that points to your n8n webhook URL. 🏢 Update your company info (logo, name, website) in the configuration node. 📧 Connect Gmail OAuth2 or your SMTP credentials to send branded emails instantly. Compatible with Odoo, HubSpot, Zoho CRM, Salesforce, Pipedrive, Typeform, and any system that supports outgoing webhooks.

Turn your sales and onboarding calls into actionable insights — automatically! This workflow connects Fireflies.ai with OpenAI to analyze and grade your call transcripts. The results, along with your lead’s details, are logged directly into a Google Sheet for easy tracking. Plus, you’ll get an instant Slack or Gmail notification with the evaluation so you can take quick action. 🚀 What It Does Triggers on new Fireflies.ai transcripts** Uses AI to evaluate and grade your calls** Logs lead + scoring data into Google Sheets** Sends instant updates via Slack or Gmail** 💡 Why It’s Valuable Save hours of manual call reviews Keep a consistent, unbiased scoring system Centralize data for reporting and coaching Act faster with real-time notifications Perfect for sales, onboarding, or customer success teams who want to improve call quality at scale while saving time. 🛠️ Setup Instructions Connect Fireflies.ai – Enable transcript export from your Fireflies.ai account. Integrate with OpenAI – Use the provided API key to analyze and score transcripts automatically. Configure Google Sheets – Create a sheet with columns for: Lead Name Company Call Date Transcript Link AI Score Notes/Insights Enable Notifications – Connect Slack or Gmail to receive instant alerts with evaluation details. Test & Launch – Run a sample call to ensure transcripts flow correctly into the sheet and notifications are triggered. 🔄 Detailed Workflow A new call transcript is generated in Fireflies.ai. The transcript is sent to OpenAI, where the call is evaluated and scored based on quality, engagement, and outcomes. The results + lead data are logged automatically into Google Sheets for centralized tracking. A Slack or Gmail notification instantly alerts your team with the score and key insights, so you can take immediate action. 📊 Google Sheets Your Google Sheet should include the following columns: Lead Name** Email/Contact** Company Name** Call Date & Time** Transcript URL** AI Evaluation Score** Summary/Next Steps** This structure ensures clarity, easy reporting, and consistent data across all calls. ⚠️ Community Node Disclaimer This workflow is created with community nodes and integrations. Please review security and API key management best practices before deploying in production. 🖼️ Workflow Template

Who's it for HR professionals and recruitment teams handling high application volumes Startup founders and hiring managers seeking to scale hiring efficiently Companies wanting consistent, objective candidate evaluation Teams spending 20+ hours per week on manual resume screening What it does Receives job applications automatically via Jotform webhook Downloads and parses resume PDFs using LlamaParse AI extraction Analyzes candidate qualifications with OpenAI GPT-4 (compatibility score, strengths, concerns, technical skills) Routes candidates into three categories based on AI score (1-10 scale) Sends personalized HTML emails: interview invitations for strong candidates (7-10), status updates for moderate (5-6), respectful rejections for weak matches (1-4) Generates detailed HR briefing emails for top candidates with interview questions and focus areas Completes full screening process in under 2 minutes per application How it works Jotform trigger captures new submissions with resume attachments HTTP requests fetch submission data and download PDF files LlamaParse extracts text from resume PDFs with status checking loop OpenAI AI Agent analyzes resume and cover letter, outputs structured JSON assessment JavaScript code parses AI output into usable data fields Switch node routes candidates to appropriate email path based on score Gmail nodes send customized HTML emails to candidates and HR team All processing happens automatically without manual intervention Set up requirements Jotform account** with API key (form fields: name, email, phone, position, start date, interview preference, cover letter, resume upload) LlamaCloud account** with API key for PDF parsing OpenAI API key** with GPT-4o-mini access Gmail OAuth2** credentials for sending emails Estimated setup time: 25-30 minutes Cost: ~$0.05-0.10 per application processed How to customize Email templates**: Replace all placeholders (company name, HR manager, contact details, interview format, social links) AI evaluation**: Edit AI Agent prompt to match your job requirements and scoring criteria Score thresholds**: Adjust Switch node conditions to change candidate category ranges (default: 7+ strong, 5-6 moderate, <5 weak) Additional features**: Add Google Sheets logging, Slack notifications, calendar booking, or ATS integration Branding**: Update HTML email colors, fonts, and styling to match company brand HR notifications**: Change recipient email from default to your HR manager's address

Workflow Overview This workflow provides a complete, automated post-purchase solution triggered by a successful payment webhook from Abacate Pay. (For international users, think of Abacate Pay as 'the Brazilian Stripe' – a popular and robust payment gateway in Brazil). When a successful payment is registered, this workflow instantly sends a beautiful, responsive HTML confirmation email to the customer and posts a detailed notification to a designated Slack channel. The key feature is its ability to dynamically reward first-time buyers. The workflow checks the customer's purchase history, and if it's their first order, it automatically generates a 10% discount coupon for their next purchase and includes it in the welcome email. Key Features: Webhook Trigger:** Securely listens for successful payment events from Abacate Pay. First-Time Buyer Detection:** Queries past orders to identify new customers. Automatic Coupon Generation:** Creates a unique, single-use discount coupon for new buyers. Dynamic Content:** The email and Slack messages automatically include the coupon details, but only for first-time buyers. Responsive HTML Email:** Sends a professional and mobile-friendly order confirmation. Rich Slack Notifications:** Uses Block Kit for well-formatted, actionable alerts for your team. Centralized Configuration:** A single Configs node makes it easy to manage static variables like company name and tokens. Setup Instructions: Webhook Node: Copy the webhook URL and paste it into your Abacate Pay dashboard for the "payment successful" event (e.g., billing.paid). Configs Node: Open this Set node and fill in your company's information (companyName, companySite, companyEmail) and the token used to validate the webhook requests. HTTP Request Nodes (GetOrders, CreateCustomCoupon): In both nodes, go to the "Authentication" or "Header" section and replace the placeholder Bearer Token with your actual Abacate Pay API key. Send Email Node: Select your email credentials from the dropdown or configure a new account (e.g., SMTP, Gmail). Slack Node: Select your Slack credentials and choose the channel where you want to receive notifications. Activate the Workflow: Save and activate the workflow. It's now ready to process incoming orders! Required Credentials: Abacate Pay API Credentials Email Credentials (e.g., SMTP, SendGrid, Gmail) Slack API Credentials