Workflow Templates

📘 Description: This workflow automates the creation, storage, and reporting of personalized sales collateral for booked leads using GPT-4o, Google Sheets, Google Drive, and Gmail. It pulls leads from a central sheet, filters booked ones, generates AI-written sales materials (summary, one-pager, and proposal), uploads the output to Drive, updates the sheet with proposal links, and emails a consolidated HTML summary to the marketing inbox. It serves as a full-cycle AI-powered outreach content generator that transforms structured lead data into ready-to-use collateral in minutes. ⚙️ What This Workflow Does (Step-by-Step) ▶️ When Clicking ‘Execute Workflow’ (Manual Trigger) Starts the automation manually, fetching the latest lead records for batch processing. 📊 Retrieve Lead Records from Google Sheets Pulls all lead details (company name, contact, email, booking status, etc.) from the outreach automation sheet used as the CRM base. 🧩 Validate Lead Data Payload Checks each row for a valid email format. ✅ Valid entries proceed to booking filter. ❌ Invalid ones are logged to an error sheet. ⚠️ Log Invalid Leads to Google Sheets Stores incomplete or malformed lead data in a separate tab for cleanup without interrupting execution. 🎯 Filter for Booked Leads Isolates leads marked as BOOKED—the confirmed clients eligible for personalized collateral generation. ⚙️ Configure GPT-4o Model (Azure OpenAI) Initializes the GPT-4o model to generate tailored text content based on lead data (company, title, industry, etc.). 🧠 Generate Sales Collateral (AI) Uses GPT-4o to produce three structured assets per lead: 1️⃣ Sales Summary — a concise 80-word follow-up note. 2️⃣ One-Pager — headline + three selling points + CTA. 3️⃣ Proposal Draft — introduction, scope, timeline, and next steps. All outputs returned as structured JSON for parsing. 🧹 Parse AI JSON Output Cleans and normalizes GPT-4o responses, ensuring JSON integrity and consistency across all generated materials. 📄 Convert Collateral into Text Reports Compiles each lead’s collateral into a .txt report containing all three sections. Formatting uses clean dividers and labeled blocks for readability. ☁️ Upload Sales Collateral to Google Drive Uploads each generated file to the collatral data Drive folder. Returns both view and download links for each report. 🔗 Map Uploaded Files with Lead Data Cross-references uploaded files with corresponding leads using index mapping. Prepares structured data with Email, ProposalLink, and timestamps. ✅ Update Lead Record with Proposal Link Updates the source Google Sheet, attaching each lead’s proposal link for traceability and internal access. 🗂️ Aggregate Uploaded File Metadata Compiles an HTML-formatted list of uploaded reports (file names and links). Calculates total processed leads for the summary section. ✉️ Generate Sales Summary Email (AI) Uses GPT-4o to create a clean HTML report section containing: Total booked leads processed Linked list of uploaded files Short insights paragraph summarizing sales activity 📧 Send Sales Summary Email via Gmail Delivers the HTML report to the internal inbox (e.g., newscctv22@gmail.com) with subject “Sales Collateral Summary.” The email is formatted for Gmail/Outlook rendering and ready for forwarding to management. 🧩 Prerequisites Google Sheets and Drive OAuth setup (Techdome account) Azure OpenAI GPT-4o credentials Gmail integration for report delivery 💡 Key Benefits ✅ Eliminates manual collateral drafting for booked leads ✅ Auto-updates CRM sheets with proposal links ✅ Generates consistent, professional B2B materials in real time ✅ Provides an instant HTML summary for daily or weekly reporting ✅ Ensures full traceability of every proposal created 👥 Perfect For B2B marketing and pre-sales teams Agencies managing client acquisition pipelines Business development operations using Google Sheets as CRM Teams seeking AI-driven, hands-off collateral generation and reporting

Overview Stop spending hours formatting proposals. This workflow turns a short post-call form into a high-converting, fully-personalized PandaDoc proposal—plus updates your CRM and drafts the follow-up email for you. After a sales call, just fill out a 3-minute form summarizing key pain points, solutions pitched, and the price. The workflow uses AI to generate polished proposal copy, then builds a PandaDoc draft using dynamic data mapped into the JSON body (which you can fully customize per business). It also updates the lead record in ClickUp with the proposal link, company name, and quote—then creates an email draft in Gmail, ready to send. Who’s it for Freelancers and consultants sending service proposals Agencies closing deals over sales calls Sales reps who want to automate proposal follow-up Teams using ClickUp as their lightweight CRM How it works After a call, fill out a short form with client details, pitch notes, and price AI generates professional proposal copy based on form input Proposal is formatted and sent to PandaDoc via HTTP request ClickUp lead is updated with: Company Name Proposal URL Quote/price A Gmail draft is created using the proposal link and a thank-you message Example use case > You hop off a call, fill out: > - Prospect: Shopify agency > - Pain: No lead gen system > - Solution: Automated cold outreach > - Price: $2,500/month > > 3 minutes later: PandaDoc proposal is ready, CRM is updated, and your email draft is waiting to be sent. How to set up Replace the form with your preferred tool (e.g. Tally, Typeform) Connect PandaDoc API and structure your proposal template Customize the JSON body inside the HTTP request to match your business Link your ClickUp space and custom fields Connect Gmail (or other email tool) for final follow-up draft Requirements Form tool for capturing sales call notes OpenAI or LLM key for generating proposal copy PandaDoc API access ClickUp custom fields set up for lead tracking Gmail integration How to customize Customize your PandaDoc proposal fields in the JSON body of the HTTP node Replace ClickUp with another CRM like HubSpot or Notion Adjust AI tone (casual, premium, corporate) for proposal writing Add Slack or Telegram alerts when the draft is ready Add PDF generation or auto-send email step

This automated n8n workflow streamlines real estate marketing by combining voice campaigns and email outreach with AI-powered lead generation. The system monitors real estate offers, generates personalized promotional content using AI, creates targeted email campaigns, and manages lead follow-up through automated voice calls and CRM integration. Good to Know Integrates voice campaign automation with email marketing for multi-channel outreach Uses Llama 3.2 AI model for generating personalized promotional content Automatically syncs lead data with CRM systems for comprehensive tracking Includes delay mechanisms to ensure proper data synchronization Supports both email and voice-based lead nurturing strategies How It Works Watch Real Estate Offer** - Monitors incoming real estate listings and opportunities to trigger marketing campaigns Get Client Contact List** - Fetches targeted client information and contact details from CRM or database systems Generate Promo Content with Llama** - Uses AI to create personalized marketing content based on property details and client preferences Trigger Voice Campaign via VAPI** - Initiates automated voice calls to prospects using personalized messaging Create Personalized Email Template** - Generates custom HTML email templates with property information and promotional content Email Promo to Clients (Gmail)** - Sends targeted email campaigns to segmented client lists through Gmail integration Delay to Sync Data** - Ensures proper data synchronization between systems before processing leads Receive Lead Data from VAPI** - Captures lead information and responses from voice campaign interactions Save Lead to CRM Sheet** - Logs all lead data and campaign results to spreadsheet for tracking and analysis Send Acknowledgment to VAPI** - Confirms successful lead processing and maintains system synchronization How to Use Import workflow into n8n Configure VAPI credentials for voice campaign automation Set up Gmail API for email marketing integration Connect CRM or Google Sheets for lead management Configure Llama 3.2 AI model access Test with sample real estate data Monitor campaign performance and lead conversion rates Requirements VAPI account for voice campaigns Gmail API credentials Llama 3.2 AI model access Google Sheets or CRM integration Real estate data source Customizing This Workflow Adjust AI prompts for different property types or market segments Modify email templates for various campaign styles Configure voice campaign scripts based on target audience Set up custom lead scoring and qualification criteria Integrate additional CRM systems or marketing platforms

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. This workflow automates the distribution and scheduling of video content across multiple social platforms (TikTok, YouTube, Facebook, Instagram, Threads) through Postiz. Videos are collected from Google Drive, approved manually, and scheduled via the Postiz community node. 🧾 Requirements Google Drive** account with access to the folder that will watch for new items uploaded. videos in mp4 format ready to be shared or, alternatively you can connect a community node from Cloud Convert to convert the format before uploading into Postiz. Postiz account with integrations for TikTok, YouTube, Facebook, Instagram, and Threads 🔗 Useful Links Postiz Docs Postiz Community Node 🔄 Workflow Steps Trigger: Google Drive File Added Watches your selected Google Drive folder for new file uploads. Download File Downloads the detected video from Drive. Upload to Postiz Video is uploaded to Postiz to prepare for social scheduling. Set Fields Manual setting of social options Extract Datetime (AI) Uses OpenAI to find/predict intended publish date & time, as the datetime format is required to schedule on Postiz Get Social Integrations Fetches a list of user’s connected platforms from Postiz. Split and Filter Integrations Splits the process per platform (TikTok, YouTube, Facebook, Instagram, Threads). Schedule Post For each enabled platform, schedules the video with chosen options. 🙋‍♂️ Need Help? Connect with 1 Node

🧾 Short Description An AI-powered customer support workflow that automatically triages, summarizes, classifies, and routes tickets to the right Slack and CRM queues. It sends personalized auto-replies, logs results to Google Sheets, and uses a DLQ for failed cases. ⚙️ How It Works Trigger: Captures messages from email or form submissions. AI Triage: Summarizes and classifies issues, scores urgency, and suggests next steps. Routing: Directs to Slack or CRM queue based on type and priority. Logging: Records summaries, urgency, and responses in Google Sheets. Auto-Reply: Sends an acknowledgment email with ticket ID and SLA timeframe. Error Handling: Failed triage or delivery attempts are logged in a DLQ. 🧩 How to Use Configure triggers (email or webhook) and connect credentials for OpenAI, Slack, Gmail, and Google Sheets. In Workflow Configuration, set: Slack Channel IDs CRM Type (HubSpot, Salesforce, or custom) Google Sheet URL SLA thresholds (e.g., 2h, 6h, 24h) Test with a sample ticket and verify routing and summaries in Slack and Sheets. 🔑 Requirements OpenAI API key (GPT-4o-mini or newer) Slack OAuth credentials Google Sheets API access Gmail/SMTP credentials CRM API (HubSpot, Salesforce, or custom endpoint) 💡 Customization Ideas Add sentiment detection for customer tone. Localize responses for multilingual support. Extend DLQ logging to Notion or Airtable. Add escalation alerts for SLA breaches.

This n8n workflow template implements an intelligent research paper monitoring system that automatically tracks new publications in ArXiv's Artificial Intelligence category, filters them for relevance using LLM-based analysis, generates structured summaries, and delivers a formatted email digest. The system uses a three-stage pipeline architecture: automated paper retrieval from ArXiv's API AI-powered relevance filtering and analysis via Google Gemini Intelligent summarization with HTML formatting for clean email delivery This eliminates the need to manually browse ArXiv daily while ensuring you only receive summaries of papers genuinely relevant to your research interests. What This Template Does (Step-by-Step) Runs on a configurable schedule (Tuesday-Friday) to fetch new papers from ArXiv's cs.AI category via their API. Uses Google Gemini with structured output parsing to analyze each paper's relevance based on your defined criteria for "applicable AI research." Generates concise, structured summaries for the three selected papers using a separate LLM call Aggregates three relevant paper's data and summaries into a single, readable digest Important Notes The workflow only runs Tuesday through Friday, as ArXiv typically doesn't publish new papers on weekends Customize the "Paper Relevance Analyzer" criteria to match your specific research interests Adjust the similarity threshold and selection logic to control how many papers are included in each digest Required Integrations: ArXiv API (no authentication required) Google Gemini API (for relevance analysis and summarization) Email service (SMTP or email provider like Gmail, SendGrid, etc.) Best For: 🎓 Academic researchers tracking AI developments in their field 💼 ML practitioners and data scientists staying current with new techniques 🧠 AI enthusiasts who want curated, digestible research updates 🏢 Technical teams needing regular competitive intelligence on emerging approaches Key Benefits: ✅ Automates daily ArXiv monitoring, saving 60+ minutes of manual research time ✅ Uses AI to pre-filter papers, reducing information overload by 80-90% ✅ Delivers structured, readable summaries instead of raw abstracts ✅ Fully customizable relevance criteria to match your specific interests ✅ Professional HTML formatting makes digests easy to scan and share ✅ Eliminates the risk of missing important papers in your field

How It Works Trigger: Watches for new emails in Gmail with PDF/image attachments. OCR: Sends the attachment to OCR.space API (https://ocr.space/OCRAPI) to extract invoice text. Parsing: Extracts key fields: Vendor Invoice number Amount Currency Invoice date Due date Description Validation Logic: Checks if amount is valid Ensures vendor and invoice number are present Flags high-value invoices (e.g., over $10,000) Routing: If invalid: Sends a Slack message highlighting issues Labels email as Rejected If valid: Logs the invoice into Google Sheets Sends a Slack message to the finance team for approval After approval, creates a draft invoice in Xero Labels the email as Processed in Gmail Set up steps • Estimated setup time: 45-60 mins • You’ll need connected credentials for Gmail, Slack, Google Sheets, and Xero • Replace the default API key for OCR.space with your own (in the HTTP Request node) • Update Slack channel IDs and label IDs to match your workspace • Adjust invoice validation rules as needed (e.g. currency, red flag conditions) All detailed explanations and field mappings are provided in sticky notes within the workflow.

Description This workflow automates personalized candidate communication for both shortlisted and rejected applicants. It fetches candidate details, processes resumes, checks for errors, and uses GPT-4o to generate professional HTML emails. Shortlisted candidates receive congratulatory onboarding plans, while rejected candidates receive polite rejections with learning resources. What This Template Does (Step-by-Step) ⚡ Manual Trigger – Starts the workflow execution. 📑 Candidate Data Fetch (Google Sheets) – Pulls structured candidate data (name, email, resume link, skills, job info, status). 📥 Resume Downloader (Google Drive) – Downloads candidate resumes from sheet links. ✅ Resume File Check (If Condition) – Ensures the resume file is valid before proceeding. ⚠️ Error Logging (Google Sheets) – Records failed or missing resumes in a dedicated sheet for audit. 📄 PDF → Text Extractor – Extracts raw resume text for deeper AI analysis. 🧩 Candidate Data Builder (Code Node) – Combines Google Sheets data with extracted resume text into a single enriched JSON object. 🎯 Shortlisted vs Rejected (If Condition) – Splits candidates into two flows based on their status field. Shortlisted Path 🎉 Congrats + Onboarding Plan (LLM Chain) – GPT-4o generates a congratulatory HTML email including: Identified skill gaps Recommended online courses (Coursera/Udemy/LinkedIn Learning) Next onboarding steps 📧 Candidate Mailer – Shortlisted (Gmail) – Sends the onboarding email directly to the candidate. Rejected Path 🙏 Polite Rejection + Learning Plan (LLM Chain) – GPT-4o generates a professional rejection email including: Empathetic rejection message Constructive feedback on skill gaps Learning resources to improve for future opportunities 📧 Candidate Mailer – Rejected (Gmail) – Sends the polite rejection + learning plan to the candidate. Prerequisites Google Sheets (candidate database + error log) Google Drive (resume storage) Gmail API (for sending candidate emails) Azure OpenAI (GPT-4o-mini model access) Key Benefits ✅ Automates candidate communication (both shortlisted & rejected) ✅ Delivers professional, HTML-ready emails ✅ Enhances candidate experience with personalized learning plans ✅ Prevents silent rejections by providing constructive resources ✅ Improves employer branding with empathetic communication ✅ Error resilience via logging and validation steps Perfect For Recruitment teams managing high candidate volume Companies looking to humanize rejections HR departments that want automated but personalized communication Organizations investing in candidate experience & employer brand

AI-Powered Keyword Cannibalization Detection Workflow Overview This is an advanced n8n automation workflow designed to detect and analyze keyword cannibalization issues across multiple client websites using Google Search Console data and artificial intelligence. The system provides real-time monitoring and comprehensive reporting to help SEO professionals identify and resolve internal competition between pages ranking for the same keywords. Core Components 1. Automated Monitoring System Real-time trigger:** Monitors Google Sheets for keyword changes every minute Multi-client support:** Handles up to 4 different client websites simultaneously Intelligent routing:** Automatically directs each client's data through dedicated processing paths 2. Data Collection & Processing GSC Integration:** Fetches 30 days of search performance data from Google Search Console API Comprehensive metrics:** Collects keyword rankings, page URLs, positions, clicks, impressions, and CTR Data transformation:** Groups raw API responses by keywords for structured analysis Cross-referencing:** Matches target keywords from Google Sheets with actual GSC performance data 3. AI Analysis Engine GPT-4o powered:** Uses advanced AI to analyze keyword competition patterns Risk categorization:** Automatically classifies cannibalization risk as: High Risk: 5+ pages competing for the same keyword Moderate Risk: 3+ pages ranking in top 10 positions Low Risk: 2 pages with one clearly dominating No Risk: Single page ranking for the keyword Intelligent reasoning:** Provides detailed explanations for each risk assessment 4. Comprehensive Reporting Automated output:** Saves analysis results back to Google Sheets Detailed insights:** Includes risk levels, reasoning, observations, and actionable remediation steps Performance tracking:** Complete keyword performance metrics for client reporting Status tracking:** Identifies which keywords are ranking vs. missing from search results

📝 Description: This template is designed for healthcare providers, sales reps, and medical tourism companies who need to process diagnosis emails efficiently. It automates the full flow from email to report delivery. When a new diagnosis email arrives: The email content is captured and parsed by an AI agent (Gemini or any customizable LLM). Patient and medical data is extracted into structured fields (e.g., name, phone, diagnosis). Data is logged into a Google Sheet for records. A Google Docs medical report is generated using a predefined template. The report is exported as PDF and emailed to stakeholders (e.g., managers or sales team). This template supports custom AI models, customizable Google Docs templates, and flexible filtering based on sender email. 🛠️ Features Gmail email trigger (customizable sender filter) AI-powered diagnosis parsing using Gemini (easily switchable to OpenAI or others) Google Sheets log Google Docs templated report (auto-filled) PDF export and email sending Full flexibility & customization 🔧 Requirements Before using this template, you'll need: A connected Gmail account (to receive diagnosis emails) A valid Google Sheets integration (create your own sheet with the desired columns) A Google Docs template document that includes placeholder tags like {{patient_name}}, {{date}}, etc. A Gemini or OpenAI API connection for the AI agent (fully customizable) Note: You must replace all Google Drive, Docs, and Sheets references with your own documents. This template does not grant access to the original creator's files. ⚙️ Customization Tips In the Gmail Trigger node, change the sender filter to match the doctor’s email you want to process. Modify the AI prompt if your use case needs different extracted fields. Replace the Google Docs template link with your own file and customize its structure and variables. Change recipient email addresses in the final Gmail node to notify the correct team members. Optional: Add fallback flows or error branches for when AI fails or input is malformed. 🧠 Use Case Examples Medical tourism agencies auto-generating patient reports for incoming diagnosis summaries Clinics storing structured data from messy email inputs Sales teams instantly notified of new leads with completed medical summaries

Automate Lighthouse report alerts to messenger and Google Sheets Who’s it for This workflow is ideal for developers, SEO specialists, performance engineers, and digital agencies who want to continuously monitor website performance using Core Web Vitals. It’s also perfect for product or infrastructure teams that need real-time alerts when a site underperforms and want a historical log of reports in Google Sheets. What it does This automation periodically fetches a Lighthouse report from the PageSpeed Insights API, checks whether any of the Core Web Vitals (CWV) scores fall below a defined threshold, and sends a notification to Telegram (or any other preferred messenger). It also logs the summarized report in a specific row within a Google Spreadsheet for long-term tracking and reporting. The CWV audit results are processed using JavaScript and passed through a summarization step using Gemini Chat, making the audit descriptions concise and actionable. How to set up Configure the Schedule Trigger node to run at your preferred frequency. Set your target URLs and API Key, then connect the HTTP Request node to Google PageSpeed Insights. Update the JavaScript Code node to filter and parse only CWV metrics. Define thresholds in the IF Node to trigger Telegram messages only when needed. Connect your Telegram (or other messenger) credentials. Set up the Google Sheets node by linking your account and choosing the sheet and range to log data. Requirements Google account with access to Google Sheets Telegram bot token or any preferred messenger API key for PageSpeed Insights Gemini Chat integration (optional for summarization, can be replaced or removed) How to customize the workflow Swap Telegram for Slack, Discord, or email by replacing the Send Notification node. Adjust the CWV thresholds or include other Lighthouse metrics by modifying the IF Node and JavaScript logic. Add multiple URLs to monitor by introducing a loop or extending the schedule with different endpoints. Replace the Gemini Chat model with OpenAI, Claude, or your custom summarizer if needed.

📘 Description: This workflow automates the entire release note creation and announcement process whenever a task status changes in ClickUp. Using Azure OpenAI GPT-4o, Notion, Slack, Gmail, and Google Sheets, it converts technical task data into clear, structured, and branded release notes — ready for documentation and team broadcast. The flow captures task details, generates Markdown-formatted FAQs, documents them in Notion, formats professional Slack messages, and notifies the task owner via HTML email. Any failed payloads or validation errors are logged automatically to Google Sheets for full traceability. The result is a zero-touch release workflow that saves time, keeps communication consistent, and ensures every completed feature is clearly documented and shared. ⚙️ What This Workflow Does (Step-by-Step) 🟢 ClickUp Task Status Trigger Listens for task status updates (e.g., In Review → Complete) within the specified ClickUp team. Whenever a task reaches a completion state, this node starts the release note workflow automatically. 🔍 Validate ClickUp Payload (IF Node) Checks that the incoming ClickUp webhook contains a valid task_id. ✅ True Path: Proceeds to fetch task details. ❌ False Path: Logs the invalid payload to Google Sheets for review. 📋 Fetch Task Details from ClickUp Retrieves full information about the task using the task_id, including title, description, status, assignee, priority, and custom fields. Provides complete task context for AI processing. 🧩 Parse Task Details in JavaScript Cleans and standardizes task data into JSON format with fields like title, description, priority, owner, due date, and task URL. Also extracts optional links (e.g., GitHub references). Ensures consistent, structured input for the AI model. 🧠 Configure GPT-4o Model (Azure OpenAI) Initializes GPT-4o as the core reasoning engine for FAQ and release-note generation, ensuring context-aware and concise output. 🤖 Generate Release Notes FAQ (AI Agent) Transforms task details into a Markdown-formatted release note under four standardized sections: 1️⃣ What changed 2️⃣ Why 3️⃣ How to use 4️⃣ Known issues Each section is written clearly and briefly for internal and external readers. 📘 Save Release Notes to Notion Creates a new page in the Notion “Release Notes” database. Includes task URL, owner, status, priority, and the full AI-generated FAQ content. Serves as the single source of truth for changelogs and release documentation. 💬 Configure GPT-4o Model (Slack Formatting) Prepares another GPT-4o model instance for formatting Slack-ready announcements in a professional and brand-consistent tone. 🎨 Generate Slack Release Announcement (AI Agent) Converts the Notion release information into a polished Slack message. Adds emojis, bullet points, and a clickable task URL — optimized for quick team consumption. 📢 Announce Release in Slack Posts the AI-formatted message directly to the internal Slack channel, notifying the team of the latest feature release. Keeps everyone aligned without manual drafting or posting. 📨 Send Acknowledgment Email to Assignee (Gmail Node) Sends an automated HTML email to the task owner confirming that their release is live. Includes task name, status, priority, release date, quick links to Notion and ClickUp, and a preview of the AI-generated FAQ. Delivers a professional confirmation while closing the communication loop. 🚨 Log Errors in Google Sheets Captures all payload validation errors, API failures, or processing exceptions into an “Error Log Sheet.” Ensures complete auditability and smooth maintenance of the workflow. 🧩 Prerequisites ClickUp API credentials (for task triggers & data fetch) Azure OpenAI (GPT-4o) credentials Notion API integration (for release documentation) Slack API connection (for announcements) Gmail API access (for acknowledgment emails) Google Sheets API access (for error logging) 💡 Key Benefits ✅ Converts completed tasks into professional release notes automatically ✅ Publishes directly to Notion with consistent documentation ✅ Broadcasts updates to Slack in clean, branded format ✅ Notifies assignees instantly via personalized HTML email ✅ Maintains transparent error tracking in Google Sheets 👥 Perfect For Product & Engineering Teams managing frequent feature releases SaaS companies automating changelog and release documentation Project managers maintaining internal knowledge bases Teams using ClickUp, Notion, Slack, and Gmail for daily operations