Workflow Templates

👉 Build a Phone Agent to qualify outbound leads and schedule inbound calls Who is this for? This workflow is designed for sales teams, call centers, and businesses handling both outbound and inbound lead calls who want to automate their qualification, follow-up, and call documentation process without manual intervention. It’s ideal for teams using Google Sheets, RetellAI, OpenAI, and Gmail as part of their tech stack. Real-World Use Cases 🛍 E-commerce – Instantly handle product FAQs and order status checks, 24/7. 🏬 Retail Stores – Share store hours, directions, and return policies without lifting a finger. 🍽 Restaurants – Take reservations or answer menu questions automatically. 💼 Service Providers – Book appointments or consultations while you focus on your craft. 📞 Any Local Business – Deliver friendly, consistent phone support — no live agent required. What problem is this workflow solving? Managing lead calls at scale can be chaotic—between scheduling outbound qualification calls, handling inbound appointment requests, and making sure every call is documented and followed up. This workflow automates the entire process, reducing human error and saving time by: ✅ Sending reminders to reps for outbound calls ✅ Automatically placing calls with RetellAI ✅ Handling inbound calls and checking caller details ✅ Generating and emailing call summaries automatically What this workflow does This n8n template connects Google Sheets, RetellAI, OpenAI, and Gmail into a seamless workflow: Outbound Lead Qualification Workflow Triggers when a new lead is added to Google Sheets Sends an SMS notification to remind the rep to call in 5 minutes (Optional) Waits 5 minutes Initiates an automated call to the lead via RetellAI Inbound Call Appointment Scheduler Receives inbound calls from RetellAI (via webhook) Checks if the caller’s number exists in Google Sheets Responds to RetellAI with a success or error message Post-Call Workflow Receives post-call data from RetellAI Filters only analyzed calls Updates the lead’s record in Google Sheets Uses OpenAI to generate a call summary Emails the summary to a team inbox or rep Setup ✅ You need an active RetellAI API key Sign up for RetellAI, create an agent, and set the webhook URLs (n8n_call for call events). Purchase a Twilio phone number and link it to the agent. ✅ Your Google Sheet must have a column for phone numbers (e.g., "Phone") ✅ Gmail account connected and authorized in n8n ✅ OpenAI API key added to your environment variables or credentials Configure your Google Sheets node with the correct spreadsheet ID and range Add your RetellAI API key to the HTTP request nodes Connect your Gmail account in the Gmail node Add your OpenAI key in the OpenAI node 👉 See full setup guide here: Notion Documentation How to customize this workflow to your needs Change SMS content**: Edit the text in the “Send SMS reminder” node to match your team’s tone Modify call wait time**: Enable and adjust the “Wait 5 minutes” node to any delay you prefer Add CRM integration**: Replace or extend the Google Sheets node to update your CRM instead of a spreadsheet Customize call summary prompts**: Edit the prompt sent to OpenAI to change the summary style or add extra insights Send email to different recipients**: Change the recipient address in the Gmail node or make it dynamic from the lead record Need help customizing? Contact me for consulting and support : Linkedin

(Image Generation → Hosting → Video Generation) This workflow is designed for creators, automation enthusiasts, and indie hackers who want to generate image-based videos automatically using AI tools — at a low cost. ⚙️ Workflow Overview This automation performs the following steps: Trigger (Schedule or manual) Generate an image using Flux (choose between two APIs) Upload the image to Kraken.io to get a public URL Send the image to Runway ML (choose between two APIs) to generate a video Receive the video as a URL — ready for posting, download, or further automation 🛠️ Step-by-Step Setup 🖼️ Flux (Image Generation) You can use either of the following providers: Option 1: Flux by BlackForest Labs (Direct API) 🔑 Get your API key here: https://docs.bfl.ml/ Paste your API key in the HTTP Request node named Flux (Blackforest) You can customize prompts or styles inside the JSON body Option 2: Flux via RapidAPI 🔑 Subscribe and get your key here: https://rapidapi.com/poorav925/api/ai-text-to-image-generator-flux-free-api/playground/apiendpoint\_e38039ee-1912-4ef9-b4d4-270d72fca851 Enter your RapidAPI key in the X-RapidAPI-Key header Optional: tweak prompts, style, or resolution inside the JSON body 🐙 Kraken.io (Hosting the Image Publicly) Runway ML requires the image to be publicly accessible. We use Kraken.io to host the generated image and return a public URL. 🔑 Get your API credentials: https://kraken.io/account/api-credentials Setup: Copy your API Key and API Secret Open the Kraken Upload node in n8n Replace placeholders with your credentials The node uploads your image and gives back a public image URL for Runway to use 🎬 RunwayML (Video Generation) You also have two options here: Option 1: Runway Official API 🔑 Get your credentials at: https://dev.runwayml.com/ Use the public image URL from Kraken in the JSON body Paste your Bearer token in the Authorization header Customize other settings like video length, style, FPS, etc. Option 2: Runway via RapidAPI 🔑 Subscribe and get your key here: https://rapidapi.com/fortunehoppers/api/runwayml/playground/apiendpoint\_93c8554d-8097-40cd-8252-3d4dec9c0e68 Paste your RapidAPI key in the request header Customize prompt and generation options in the body Use the Kraken-generated image URL as the input source 📤 What to Do with the Video Once the video is generated, you’ll get a direct video URL. You can: Save it to Google Sheets or Notion Send it via email Trigger a YouTube upload automation Or download manually for editing and reposting 💡 Optional Tips & Notes You can schedule this workflow to generate AI videos daily or weekly Combine it with a Google Sheet of prompts for bulk automation Try using a consistent visual style or theme for better branding This workflow is lightweight and affordable — perfect for indie projects or experimental content generation Great for shorts, quote visuals, music loops, AI art promos, etc. 🔗 Resources Flux (Blackforest) Docs Flux on RapidAPI RunwayML Official Docs Runway on RapidAPI Kraken.io API Dashboard 🙋 Need Help? Feel free to reach out: 🐦 Twitter: @juppfy 📧 Email: joseph@uppfy.com If you’d like to hire me for custom n8n workflows or product automations, don’t hesitate to get in touch.

How it works: The n8n flow grabs the needed IDs, fetches the current links, adds your new one, and sends a single HTTP request to NocoDB to update the record’s linked entries. Set up steps: Plan for 10 minutes setup if you’re already running n8n and NocoDB. You’ll need to copy/paste table IDs, set up your HTTP node, and test once. No coding, just copy IDs.

Google Maps Data Extraction Workflow for Lead Generation This workflow is ideal for sales teams, marketers, entrepreneurs, and researchers looking to efficiently gather detailed business information from Google Maps for: Lead generation Market analysis Competitive research Who Is This Workflow For? Sales professionals** aiming to build targeted contact lists Marketers** looking for localized business data Researchers** needing organized, comprehensive business information Problem This Workflow Solves Manually gathering business contact details from Google Maps is: Tedious Error-prone Time-consuming This workflow automates data extraction to increase efficiency, accuracy, and productivity. What This Workflow Does Automates extraction of business data (name, address, phone, email, website) from Google Maps Crawls and extracts additional website content Integrates OpenAI to enhance data processing Stores structured results in Google Sheets for easy access and analysis Uses Google Search API to fill in missing information Setup Import the provided n8n workflow JSON into your n8n instance. Set your OpenAI and Google Sheets API credentials. Provide your Google Maps Scraper and Website Content Crawler API keys. Ensure SerpAPI is configured to enhance data completeness. Customizing This Workflow to Your Needs Adjust scraping parameters: Location Business category Country code Customize Google Sheets output format to fit your current data structure Integrate additional AI processing steps or APIs for richer data enrichment Final Notes This structured approach ensures: Accurate and compliant data extraction** from Google Maps Streamlined lead generation Actionable and well-organized data ready for business use 📄 Documentation: Notion Guide Demo Video 🎥 Watch the full tutorial here: YouTube Demo

📈 Get daily and on-demand Tesla (TSLA) trading signals via Telegram—powered by GPT-4.1 and real-time market data. This is the central AI supervisor that orchestrates seven sub-agents for technical analysis, price pattern recognition, and news sentiment. Reports are delivered in structured Telegram-ready HTML, optimized for traders seeking fast, intelligent decision-making signals. ⚠️ This master agent requires 7 connected sub-workflows to function. One of them, the News & Sentiment Agent, also requires a DeepSeek Chat API key for language processing. 🔌 Required Sub-Workflows You must download and publish the following workflows: Tesla Financial Market Data Analyst Tool Tesla News and Sentiment Analyst Tool (Requires DeepSeek Chat API Key) Tesla 15min Indicators Tool Tesla 1hour Indicators Tool Tesla 1day Indicators Tool Tesla 1hour & 1day Klines Tool Tesla Quant Technical Indicators Webhooks Tool (Requires Alpha Vantage Premium API Key) 📍 See all tools at: 🔗 https://n8n.io/creators/don-the-gem-dealer/ 🔍 What This Agent Does Listens to your trading query via Telegram Calls the Financial Analyst and News & Sentiment Analyst These agents aggregate: RSI, MACD, BBANDS, SMA, EMA, ADX Candlestick pattern + volume divergence analysis News summaries and sentiment scoring via DeepSeek Chat GPT-4.1 composes the final structured TSLA trade report with: Spot and leverage setups Signal rationale Confidence score Sentiment tag News summary 🧠 Output Example TSLA Trading Report (Daily Summary) Spot Trade • Action: Buy • Entry: 172.45 • TP: 182.00 • SL: 169.80 • Signal: RSI bounce + Bullish Engulfing • Sentiment: Neutral Leveraged Position • Position: Long • Leverage: 3x • TP: 186 • SL: 170 • Confidence: High (83/100) 📰 Top News • Tesla Model Y delivery surge – Electrek • Options market pricing in upside – Bloomberg • FSD delayed in Canada – TeslaNorth 🛠️ Setup Instructions 1. Import All 8 Workflows Ensure all sub-agents above are published in your n8n instance. 2. Create Your Telegram Bot Use @BotFather to generate the token and connect to the trigger/send nodes. 3. Connect OpenAI GPT-4.1 Add your OpenAI credentials for GPT-4.1 in the designated node. 4. Add DeepSeek Chat API Key Sign up at https://deepseek.com and insert your DeepSeek Chat credentials in the News Agent. 5. Add Alpha Vantage Premium API Key Sign up at https://www.alphavantage.co/premium/ Use HTTP Header Auth for webhook-based indicator fetchers. 6. Replace Telegram ID Update the placeholder <<replace your ID here>> with your actual Telegram numeric ID in the auth node. 📌 Included Sticky Notes ✅ Telegram Bot Setup ✅ Agent Routing & Memory ✅ Financial vs. Sentiment Trigger Flow ✅ Report Formatting (HTML) ✅ API Requirements (GPT-4.1, DeepSeek, Alpha Vantage) ✅ Troubleshooting & Licensing 🧾 Licensing & Attribution © 2025 Treasurium Capital Limited Company Architecture, prompts, and trade report structure are IP-protected. No unauthorized rebranding permitted. 🔗 For support: LinkedIn – Don Jayamaha 🚀 Deploy the Tesla Quant Trading AI system with GPT-4.1, DeepSeek Chat, and Alpha Vantage Premium—right into Telegram. All 8 workflows are required. 🎥 Tesla Quant AI Agent – Live Demo Experience the power of the Tesla Quant Trading AI Agent in action.

Manage Calendar with Voice & Text Commands using GPT-4, Telegram & Google Calendar This n8n workflow transforms your Telegram bot into a personal AI calendar assistant, capable of understanding both voice and text commands in Romanian, and managing your Google Calendar using the GPT-4 model via LangChain. Whether you want to create, update, fetch, or delete events, you can simply speak or write your request to your Telegram bot — and the assistant takes care of the rest. 🚀 Features Voice command support using Telegram voice messages (.ogg) Transcription using OpenAI Whisper Natural language understanding with GPT-4 via LangChain Google Calendar integration: ✅ Create Events 🔁 Update Events ❌ Delete Events 📅 Fetch Events Responses sent back via Telegram 🛠️ Step-by-Step Setup Instructions 1. Create a Telegram Bot Go to @BotFather on Telegram. Send /newbot and follow the instructions. Save the Bot Token. 2. Configure Telegram Trigger Node Paste the Telegram token into the Telegram Trigger and Telegram nodes. Set updates to ["message"]. 3. Set up OpenAI Credentials Get an OpenAI API key from https://platform.openai.com Create a credential in n8n for OpenAI. This is used for both transcription and AI reasoning. 4. Set up Google Calendar In Google Cloud Console: Enable Google Calendar API Set up OAuth2 credentials Add your n8n redirect URI (usually https://yourdomain/rest/oauth2-credential/callback) Create a credential in n8n using Google Calendar OAuth2 Grant access to your calendar (e.g., "Family" calendar). ⚙️ Customization Options 🗣️ Change Language or Locale The transcription node uses "en" for English. Change to another locale if needed. ✏️ Edit Prompt You can modify the prompt in the AI Agent node to include your name, work schedule, or specific behavior expectations. 📆 Change Calendar Logic Adjust time ranges or filters in the Get Events node Add custom logic before Create Event (e.g., validation, conflict checks) 📚 Helpful Tips Make sure n8n has HTTPS enabled to receive Telegram updates. You can test the flow first using only text, then voice. Use AI memory or vector stores (like Supabase) if you want context-aware planning in the future.

✅ What problem does this workflow solve? Many websites lack a smart, searchable interface. Visitors often leave due to unanswered questions. This workflow transforms any website into a Retrieval-Augmented Generation (RAG) chatbot—automatically extracting content, creating embeddings, and enabling real-time, context-aware chat on your own site. ⚙️ What does this workflow do? Accepts a website URL through a form trigger. Fetches and cleans website content. Parses content into smaller sections. Generates vector embeddings using OpenAI (or your embedding model). Stores embeddings and metadata in Supabase’s vector database. When a user asks a question: Searches Supabase for relevant chunks via similarity search. Retrieves matching content as context. Sends context + question to OpenAI to generate an accurate answer. Returns the AI-generated response to the user in the chat interface. 🔧 Setup Instructions 🖥️ Website Form Trigger Use a Form / HTTP Trigger to submit website URLs for indexing. 📥 Content Extraction & Chunking Use HTTP nodes to fetch HTML. Clean and parse it (e.g., remove scripts, ads). Use a Function node to split into manageable text chunks. 🧠 Embedding Generation Call OpenAI (or Cohere) to generate embeddings for each chunk. Insert vectors and metadata into Supabase via its API or n8n Supabase node. 💬 User Query Handling Use a Chat Trigger (webhook/UI) to receive user questions. Convert the question into an embedding. Query Supabase with similarity search (e.g., match_documents RPC). Retrieve top-matching chunks and feed them into OpenAI with the user question. Return the reply to the user. 🛠 AI & Database Setup OpenAI API key** for embedding and chat. A Supabase project with: vector extension enabled Tables for document chunks and embeddings A similarity search function like match_documents 💬 How to Embed the Chat Widget on Your Website You can add the chatbot interface to your website with a simple JavaScript snippet. Steps: Open the "When chat message received" node Copy Chat URL Make sure, "Make Chat Publicly Available "Toggle is enabled Make sure the mode is "Embedded Chat" Follow the instructions given on this package here. 🧠 How it Works Submit URL → Form Trigger Fetch Website Content → HTTP Request Clean & Chunk Content → Function Node Make Embeddings (OpenAI/Cohere) Store in Supabase → embeddings + metadata User Chat → Chat Trigger Search for Similar Content → Supabase similarity match Generate Answer → OpenAI completion w/ context Send Reply → Chat interface returns answer 🗂 Why Supabase? Supabase offers a scalable Postgres-based vector database with extensions like pgvector, making it easy to: Store vector data alongside metadata Run ANN (Approximate Nearest Neighbor) similarity searches Integrate seamlessly with n8n and your chatbot UI :contentReference[oaicite:1]{index=1} 👤 Who can use this? 📝 Documentation websites 👩‍💼 Support portals 🏢 Product/Landing pages 🛠 Internal knowledge bases Perfect for anyone who wants a smart, website-specific chatbot without building an entire AI stack from scratch. 🚀 Ready to Deploy? Plug in your: ✅ OpenAI API Key ✅ Supabase project credentials ✅ Chat UI or webhook endpoint … and launch your AI-powered, website-specific RAG chatbot in minutes!

Purpose This workflow allows granular control over the access to tools connected to AI Agents (including Multi-Agent setups) using Role Based Access Control. Demo & Explanation How it works User permissions are managed in Airtable where every restricted AI tool is listed by name and connected via roles to users Requests to the Main Agent can be sent through a Telegram message (can be replaced by Whatsapp, IMAP or similar) On every request the Telegram username is used to query a list of all allowed tools which are linked in Airtable A LangChain Code node is used to compare that list against the connected tools Every tool which is not permitted to be used is being replaced by a tool, which has a status response, telling the Agent to return a message to the user, that he is not authorized to use the tool Otherwise allowed tools are passed through to the Agent, as if they were connected directly to the Agent The parameters can also be passed to a sub-agent called as a sub-workflow where permissions can be checked the same way Every response is sent back to the same Telegram conversation Setup Clone the workflow and select the belonging credentials. You'll need an OpenAI and Airtable Account as well as a Telegram Bot (refer to the docs for the Telegram credentials). Copy this Airtable Template into your workspace Follow the instructions given in the yellow sticky notes Activate the workflow How to use Try this example: Create a new line in Airtable under “Users” containing your Telegram username and your full name Set the roles “basic” and “info” Consider temporarily disconnecting or resetting the chat memories so they do not remember previous confirmations Start a new chat, asking about your permitted roles - you should get a list of those Ask about the current weather in your city - you should be informed, that you do not have permission to access that information Back in Airtable add the role “weather” to your user Now ask the Agent the same question again - It should give you a proper answer this time From here on you can add tools and create roles to your likings. Disclaimer Please note, that this workflow can only run on self-hosted n8n instances, since it requires the LangChain Code Node.

AI-Powered Web Data Pipeline with n8n How It Works This n8n workflow builds an AI-powered web data pipeline that automates the entire process of: Extraction** Structuring** Vectorization** Storage** It integrates multiple advanced tools to transform messy web pages into clean, searchable vector databases. Integrated Tools Scrapeless** Bypasses JavaScript-heavy websites and anti-bot protections to reliably extract HTML content. Claude AI** Uses LLMs to analyze unstructured HTML and generate clean, structured JSON data. Ollama Embeddings** Generates local vector embeddings from structured text using the all-minilm model. Qdrant Vector DB** Stores semantic vector data for fast and meaningful search capabilities. Webhook Notifications** Sends real-time updates when workflows complete or errors occur. From messy webpages to structured vector data — this pipeline is perfect for building intelligent agents, knowledge bases, or research automation tools. Setup Steps 1. Install n8n > Requires Node.js v18 / v20 / v22 npm install -g n8n n8n After installation, access the n8n interface via: URL: http://localhost:5678 2. Set Up Scrapeless Register at: Scrapeless Copy your API token Paste the token into the HTTP Request node labeled "Scrapeless Web Request" 3. Set Up Claude API (Anthropic) Sign up at Anthropic Console Generate your Claude API key Add the API key to the following nodes: Claude Extractor AI Data Checker Claude AI Agent 4. Install and Run Ollama macOS brew install ollama Linux curl -fsSL https://ollama.com/install.sh | sh Windows Download the installer from: https://ollama.com Start Ollama Server ollama serve Pull Embedding Model ollama pull all-minilm 5. Install Qdrant (via Docker) docker pull qdrant/qdrant docker run -d \ --name qdrant-server \ -p 6333:6333 -p 6334:6334 \ -v $(pwd)/qdrant_storage:/qdrant/storage \ qdrant/qdrant Test if Qdrant is running: curl http://localhost:6333/healthz 6. Configure the n8n Workflow Modify the Trigger (Manual or Scheduled) Input your Target URLs and Collection Name in the designated nodes Paste all required API Tokens / Keys into their corresponding nodes Ensure your Qdrant and Ollama services are running Ideal Use Cases Custom AI Chatbots Private Search Engines Research Tools Internal Knowledge Bases Content Monitoring Pipelines

*Smartlead to HubSpot Performance Analytics A streamlined workflow to analyze your Smartlead performance metrics by tracking lifecycle stages in HubSpot and generating automated reports.* Who is this for? (Outbound) Automation Agencies, Sales and marketing teams using Smartlead for outreach campaigns who want to track their performance metrics and lead progression in HubSpot. What problem does this workflow solve? Manual tracking of lead performance across Smartlead and HubSpot is time-consuming and error-prone. This workflow automates performance reporting by connecting your Smartlead data with HubSpot lifecycle stages, providing clear insights into your outreach campaign effectiveness. What this workflow does Automatically pulls performance data from your Smartlead campaigns Cross-references contact status with HubSpot lifecycle stages Generates comprehensive performance reports in Google Sheets Provides customizable reporting schedules to match your team's needs Setup Requirements PostgreSQL Database Set up your PostgreSQL instance (includes $300 free GCP credits) Follow our step-by-step setup guide: Find a step-by-step guide here Google Account Integration Connect your Google Account to n8n Find the guide here Smartlead Configuration Connect your Smartlead instance: Detailed connection guide included in workflow How to customize this workflow Configure the Trigger node to adjust report frequency Modify the Google Sheets template to match your specific KPIs Customize HubSpot lifecycle stage mapping in the Function node Adjust PostgreSQL queries to track additional metrics Need assistance or have suggestions? lmk here

Who is this for? This workflow is perfect for sales teams, business development professionals, recruitment agencies, and fractional CFO service providers who need to identify and qualify companies actively hiring. Whether you're prospecting for new clients, building a database of potential customers, or researching market opportunities, this automated solution saves hours of manual research while delivering high-quality, AI-analyzed leads. What problem is this workflow solving? Finding qualified prospects in the finance sector is time-consuming and often inefficient. Traditional methods involve: Manually browsing LinkedIn job postings for hours Difficulty distinguishing between genuine opportunities and recruitment spam Inconsistent lead categorization and qualification Risk of contacting the same companies multiple times Lack of structured data for sales team follow-up This workflow automates the entire lead generation process, from data collection to AI-powered qualification, ensuring you focus only on the most promising opportunities. What this workflow does This comprehensive lead generation system performs six key functions: Automated LinkedIn Job Scraping: Uses Apify's reliable LinkedIn Jobs Scraper to extract detailed job postings for finance positions, including company information, job descriptions, and contact details. Smart Data Processing: Removes duplicates, filters companies by size, and structures data for consistent analysis across all leads. Intelligent Lead Categorization: Compares new leads against your existing database to optimize processing and avoid duplicate work. AI-Powered Qualification: Leverages OpenAI's GPT-4 Mini to analyze each lead and determine: Company Category: Consumer companies, Fractional CFO services, Recruiting agencies, or Other Finance Role Validation: Confirms the position is genuinely finance-related Seniority Level: Entry, Mid, Senior, Director, or C-Level classification Job Summary: Concise description for quick sales team review Automated Database Management: Stores qualified leads in Airtable with comprehensive profiles, preventing duplicates while maintaining data integrity. Lead Scoring & Routing: Prioritizes leads based on processing status and qualification results for efficient sales team follow-up. Setup Prerequisites You'll need accounts for three services: Airtable** (Free tier supported) - For lead storage and management Apify** (14-day free trial available) - For LinkedIn job scraping OpenAI** (Pay-per-use) - For AI-powered lead analysis Step 1: Create Required Credentials Apify API Credential Sign up for an Apify account at apify.com Navigate to Settings → Integrations → API tokens Create a new API token In n8n, create a new Apify API credential with your token OpenAI API Credential Create an account at platform.openai.com Generate an API key in the API section In n8n, create a new OpenAI credential with your key Airtable Personal Access Token Go to airtable.com/create/tokens Create a personal access token with the following scopes: data.records:read data.records:write schema.bases:read In n8n, create a new Airtable Personal Access Token credential Step 2: Set Up Airtable Base Create a new Airtable base with the following structure: Table Name: Qualified Leads Required Fields: Company Name (Single line text) Job Title (Single line text) Is Finance Job (Checkbox) Seniority Level (Single select: Entry, Mid, Senior, Director, C-Level) Company Category (Single select: Consumer, Recruiting, Fractional CFO, Other) Job Summary (Long text) Company LinkedIn (URL) Job Link (URL) Posted Date (Date) Location (Single line text) Industry (Single line text) Company Employees (Number) Step 3: Configure the Workflow Import the Workflow: Copy the JSON and import it into your n8n instance Update Credentials: Replace placeholder credential IDs with your actual credential IDs in: "Scrape LinkedIn Jobs" node (Apify credential) "OpenAI GPT-4 Mini" node (OpenAI credential) "Save to Airtable" and "Get Existing Leads" nodes (Airtable credential) Configure Airtable Connection: Update the base ID and table ID in both Airtable nodes Set Search Parameters: In the "Edit Variables" node, configure: linkedinUrls: Your target LinkedIn job search URLs maxEmployees: Maximum company size filter (default: 200) batchSize: Processing batch size for API efficiency (default: 5) Step 4: Test the Workflow Start with a small test by setting count: 50 in the HTTP Request node Use a specific LinkedIn job search URL (e.g., "CFO jobs in New York") Execute the workflow manually and verify results in your Airtable base Review the AI categorization accuracy and adjust prompts if needed How to customize this workflow to your needs Targeting Different Roles Modify the LinkedIn search URLs in the "Edit Variables" node to target different positions: "https://www.linkedin.com/jobs/search/?keywords=Controller" "https://www.linkedin.com/jobs/search/?keywords=Finance%20Director" "https://www.linkedin.com/jobs/search/?keywords=VP%20Finance" Adjusting Company Size Filters Change the maxEmployees parameter to focus on different company segments: Startups: 1-50 employees SMBs: 51-500 employees Enterprise: 500+ employees Customizing AI Analysis Enhance the GPT-4 prompt in the "AI Lead Analyzer" node to include: Industry-specific criteria Geographic preferences Technology stack requirements Company growth stage indicators Integration Options Extend the workflow by adding: Slack notifications** for new qualified leads Email alerts** for high-priority prospects CRM integration** (Salesforce, HubSpot, Pipedrive) Lead enrichment** with additional data sources Scheduling Automation Set up the workflow to run automatically: Daily**: For active prospecting campaigns Weekly**: For ongoing market research Monthly**: For periodic database updates Performance & Cost Optimization API Efficiency**: The workflow processes leads in batches to optimize API usage Smart Deduplication**: Avoids re-processing existing leads to reduce costs Configurable Limits**: Adjust batch sizes and employee count filters based on your needs Expected Costs**: Approximately $0.05-$0.20 per 100 analysed leads (OpenAI costs) Troubleshooting Common Issues: Rate Limiting**: Increase delays between API calls if you encounter rate limits Data Quality**: Review LinkedIn search URLs for relevance to your target market AI Accuracy**: Adjust prompts if categorisation doesn't match your criteria Airtable Errors**: Verify field names match exactly between workflow and base structure Support Resources: Apify LinkedIn Scraper Documentation OpenAI API Documentation Airtable API Reference Transform your lead generation process with this powerful, AI-driven workflow that delivers qualified prospects ready for immediate outreach.

Use case To guarantee an effective sales process deals must be distributed between sales reps in the best way. Normally, this involves manually assigning new deals that have come in. This workflow automates it for you! What this workflow does This workflow runs once a day and checks for unassigned deals in your Hubspot CRM. Once it finds one, it enriches the deal with information about the assigned contact and their company. It then checks the region of the assigned company before looking at the company's employee size. Based on this, it assigns the deal to the right sales rep within your company. Requirements New deals in Hubspot need to be unassigned in the beginning New deals have to have an attached contact that has an attached company in Hubspot The company needs to have values for region and employee count in Hubspot Setup The setup is quite straight forward and will probably take a few minutes only. Add your Hubspot credentials Customize your criterias for assigning deals in the Assign by Region and the following Assign nodes Make sure deals are assigned to the right salesrep in the Hubspot nodes at the end Activate the workflow Customizing this to your needs Adjust the trigger interval to your needs. Currently, it defaults to once a day Adjust your region settings by adding/updating/removing options in the respective node Adjust your employee size settings by adding/updating/removing options in the respective node Ideas to enhance this flow Wrap each region's assigned criteria into different sub-workflows for easier maintainability. This will not consume additional execution counts. Add more logic on what happens once a deal does not match any criteria you've set