Workflow Templates

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Intelligent Document Monitoring and Alert System This workflow creates an automated monitoring system that watches for new PDF reports across multiple sources, extracts key insights using AI, and sends formatted alerts to your team via Slack or email. By combining PDF Vector's parsing capabilities with GPT-powered analysis, teams can stay informed about critical documents without manual review, ensuring important information never gets missed. Target Audience & Problem Solved This template is designed for: Finance teams** monitoring quarterly reports and regulatory filings Compliance officers** tracking policy updates and audit reports Research departments** alerting on new publications and preprints Operations teams** monitoring supplier reports and KPI documents Executive assistants** summarizing board materials and briefings It solves the problem of information overload by automatically processing incoming documents, extracting only the most relevant insights, and delivering them in digestible formats to the right people at the right time. Prerequisites n8n instance with PDF Vector node installed PDF Vector API credentials with parsing capabilities OpenAI API key for insight extraction Slack workspace admin access (for Slack alerts) SMTP credentials (for email alerts) FTP/Cloud storage access for document sources Minimum 50 API credits for continuous monitoring Step-by-Step Setup Instructions Configure Document Sources Set up FTP credentials in n8n for folder monitoring Or configure Google Drive/Dropbox integration Define the folder paths to monitor Set file naming patterns to watch (e.g., "report.pdf") Set Up API Integrations Add PDF Vector credentials in n8n Configure OpenAI credentials with appropriate model access Set up Slack app and add webhook URL Configure SMTP settings for email alerts Configure Monitoring Schedule Open the "Check Every 15 Minutes" node Adjust frequency based on your needs: // For hourly checks: "interval": 60 // For real-time monitoring (every 5 min): "interval": 5 Customize Alert Channels Slack Setup: Create dedicated channels (#reports, #alerts) Configure webhook for each channel Set up user mentions for urgent alerts Email Setup: Define recipient lists by document type Configure email templates Set up priority levels for subject lines Define Alert Rules Modify the "Extract Key Insights" prompt for your domain Set conditions for high-priority alerts Configure which metrics trigger notifications Define sentiment thresholds Implementation Details The workflow implements a comprehensive monitoring pipeline: Source Monitoring: Polls multiple sources for new PDFs Intelligent Parsing: Uses LLM-enhanced parsing for complex documents Insight Extraction: AI analyzes content for key information Priority Classification: Determines alert urgency based on content Multi-Channel Delivery: Sends formatted alerts via configured channels Audit Trail: Logs all processed documents for compliance Customization Guide Adding Custom Document Types: Extend the routing logic for specific document types: // In "Route by Document Type" node: const documentTypes = { 'invoice': /invoice|bill|payment/i, 'contract': /contract|agreement|terms/i, 'report': /report|analysis|summary/i, 'compliance': /audit|compliance|regulatory/i }; Customizing Insight Extraction: Modify the AI prompt for domain-specific analysis: // Financial documents: "Extract: 1) Revenue figures 2) YoY growth 3) Risk factors 4) Guidance changes" // Compliance documents: "Extract: 1) Policy changes 2) Deadlines 3) Required actions 4) Penalties" // Research papers: "Extract: 1) Key findings 2) Methodology 3) Implications 4) Future work" Advanced Alert Formatting: Create rich Slack messages with interactive elements: // Add buttons for quick actions: { "type": "actions", "elements": [ { "type": "button", "text": { "type": "plain_text", "text": "View Full Report" }, "url": documentUrl }, { "type": "button", "text": { "type": "plain_text", "text": "Mark as Read" }, "action_id": "mark_read" } ] } Implementing Alert Conditions: Add sophisticated filtering based on content: // Alert only if certain conditions are met: if (insights.metrics.revenue_change < -10) { priority = 'urgent'; alertChannel = '#executive-alerts'; } if (insights.findings.includes('compliance violation')) { additionalRecipients.push('legal@company.com'); } Adding Document Comparison: Track changes between document versions: // Compare with previous version: const previousDoc = await getLastVersion(documentType); const changes = compareDocuments(previousDoc, currentDoc); if (changes.significant) { alertMessage += \n⚠️ Significant changes detected: ${changes.summary}; } Alert Features: Monitor multiple document sources (FTP, cloud storage, email) Extract key metrics and findings with AI Send rich, formatted notifications Track document processing history Conditional alerts based on content analysis Multi-channel alert routing Use Cases: Financial report monitoring Compliance document tracking Research publication alerts Customer report distribution Board material summarization Regulatory filing notifications Advanced Configuration Performance Optimization: Implement caching to avoid reprocessing Use batch processing for multiple documents Set up parallel processing for different sources Security Considerations: Encrypt sensitive document storage Implement access controls for different alert channels Audit log all document access

This workflow transforms your Meta Ads creatives into a rich dataset of actionable insights. It's designed for data-driven marketers, performance agencies, and analysts who want to move beyond basic metrics and understand the specific visual and textual elements that drive ad performance. By automatically analyzing every video and image with Google's powerful AI (Video Intelligence and Vision APIs), it systematically deconstructs your creatives into labeled data, ready for correlation with campaign results. Use Case You know some ads perform better than others, but do you know why? Is it the presence of a person, a specific object, the on-screen text, or the spoken words in a video? Answering these questions manually is nearly impossible at scale. This workflow automates the deep analysis process, allowing you to: Automate Creative Analysis:** Stop guessing and start making data-backed decisions about your creative strategy. Uncover Hidden Performance Drivers:** Identify which objects, themes, text, or spoken phrases correlate with higher engagement and conversions. Build a Structured Creative Database:** Create a detailed, searchable log of every element within your ads for long-term analysis and trend-spotting. Save Countless Hours:** Eliminate the tedious manual process of watching, tagging, and logging creative assets. How it Works The workflow is triggered on a schedule and follows a clear, structured path: 1. Configuration & Ad Ingestion: The workflow begins on a schedule (e.g., weekly on Monday at 10 AM). It starts by fetching all active ads from a specific Meta Ads Campaign, which you define in the Set Campaign ID node. 2. Intelligent Branching (Video vs. Image): An IF node inspects each creative to determine its type. Video creatives** are routed to the Google Video Intelligence API pipeline. Image creatives** are routed to the Google Vision API pipeline. 3. The Video Analysis Pipeline: For each video, the workflow gets a direct source URL, downloads the file, and converts it to a Base64 string. It then initiates an asynchronous analysis job in the Google Video Intelligence API, requesting LABEL_DETECTION, SPEECH_TRANSCRIPTION, and TEXT_DETECTION. A loop with a wait timer periodically checks the job status until the analysis is complete. Finally, a Code node parses the complex JSON response, structuring the annotations (like detected objects with timestamps or full speech transcripts) into clean rows. 4. The Image Analysis Pipeline: For each image, the file is downloaded, converted to Base64, and sent to the Google Vision API. It requests a wide range of features, including label, text, logo, and object detection. A Code node parses the response and formats the annotations into a standardized structure. 5. Data Logging & Robust Error Handling: All successfully analyzed data from both pipelines is appended to a primary Google Sheet. The workflow is built to be resilient. If an error occurs (e.g., a video fails to be processed by the API, or an image URL is missing), a detailed error report is logged to a separate errors sheet in your Google Sheet, ensuring no data is lost and problems are easy to track. Setup Instructions To use this template, you need to configure a few key nodes. 1. Credentials: Connect your Meta Ads account. Connect your Google account. This account needs access to Google Sheets and must have the Google Cloud Vision API and Google Cloud Video Intelligence API enabled in your GCP project. 2. The Set Campaign ID Node: This is the primary configuration step. Open this Set node and replace the placeholder value with the ID of the Meta Ads campaign you want to analyze. 3. Google Sheets Nodes: You need to configure two Google Sheets nodes: Add Segments data:** Select your spreadsheet and the specific sheet where you want to save the successful analysis results. Ensure your sheet has the following headers: campaign_id, ad_id, creative_id, video_id, file_name, image_url, source, annotation_type, label_or_text, category, full_transcript, confidence, start_time_s, end_time_s, language_code, processed_at_utc. Add errors:** Select your spreadsheet and the sheet you want to use for logging errors (e.g., a sheet named "errors"). Ensure this sheet has headers like: error_type, error_message, campaign_id, ad_id, creative_id, file_name, processed_at_utc. 4. Activate the Workflow: Set your desired frequency in the Run Weekly on Monday at 10 AM (Schedule Trigger) node. Save and activate the workflow. Further Ideas & Customization This workflow provides the "what" inside your creatives. The next step is to connect it to performance. Build a Performance Analysis Workflow:** Create a second workflow that reads this Google Sheet, fetches performance data (spend, clicks, conversions) for each ad_id from the Meta Ads API, and merges the two datasets. This will allow you to see which labels correlate with the best performance. Create Dashboards:** Use the structured data in your Google Sheet as a source for a Looker Studio or Tableau dashboard to visualize creative trends. Incorporate Generative AI:** Add a final step that sends the combined performance and annotation data to an LLM (like in the example you provided) to automatically generate qualitative summaries and recommendations for each creative. Add Notifications:** Use the Slack or Email nodes to send a summary after each run, reporting how many creatives were analyzed and if any errors occurred.

Workshop Certificate Pre-Issuance System 🎯Description Transform your event registration process with this comprehensive automation that eliminates manual certificate creation and ensures only verified attendees receive credentials. ✨ What This Workflow Does This powerful automation takes workshop/event registrations from Jotform and: Validates Email Addresses - Real-time verification using VerifiEmail API to prevent bounced emails and spam registrations Generates Professional PDF Certificates - Creates beautifully designed certificates with attendee name, event details, and unique QR code Saves to Google Drive - Automatically organizes all certificates in a dedicated folder with searchable filenames Sends Confirmation Emails - Delivers professional HTML emails with embedded certificate preview and download link Maintains Complete Records - Logs all successful and failed registrations in Google Sheets for reporting and follow-up 🎯 Perfect For Workshop Organizers** - Pre-issue attendance confirmations Training Companies** - Automate enrollment certificates Conference Managers** - Streamline attendee credentialing Event Planners** - Reduce check-in time with QR codes Educational Institutions** - Issue course registration confirmations Webinar Hosts** - Send instant confirmation certificates 💡 Key Features 🔒 Email Verification Validates deliverability before issuing certificates Detects disposable/temporary emails Prevents spam and fake registrations Reduces bounce rates to near-zero 🎨 Beautiful PDF Certificates Professional Georgia serif design Customizable colors and branding Unique QR code for event check-in Unique certificate ID for tracking Print-ready A4 format 📧 Professional Email Delivery Mobile-responsive HTML design Embedded QR code preview Direct link to Google Drive PDF Branded confirmation message Event details and instructions 📊 Complete Tracking All registrations logged in Google Sheets Separate tracking for failed validations Export data for check-in lists Real-time registration counts Deduplication by email ⚡ Lightning Fast Average execution: 15-30 seconds Instant delivery after registration No manual intervention required Scales automatically 🔧 Technical Highlights Conditional Logic** - Smart routing based on email validity Data Transformation** - Clean formatting of form data Error Handling** - Graceful handling of invalid emails Merge Operations** - Combines form data with verification results Dynamic QR Codes** - Generated with verification URLs Secure Storage** - Certificates backed up in Google Drive 📦 What You'll Need Required Services: Jotform - For registration forms VerifiEmail API - Email verification service Google Account - For Gmail, Drive, and Sheets HTMLCSStoPDF - PDF generation service Estimated Setup Time: 20 minutes 🚀 Use Cases Workshop Series Issue certificates immediately after registration Reduce no-shows with professional confirmation Easy check-in with QR code scanning Virtual Events Instant confirmation for webinar attendees Digital certificates for participants Automated follow-up communication Training Programs Pre-enrollment certificates Attendance confirmations Course registration verification Conferences & Meetups Early bird confirmation certificates Attendee badge preparation Venue capacity management 📈 Benefits ✅ Save Hours of Manual Work - No more creating certificates one by one ✅ Increase Attendance - Professional confirmations boost show-up rates ✅ Prevent Fraud - Email verification stops fake registrations ✅ Improve Experience - Instant delivery delights attendees ✅ Stay Organized - All data tracked in one central location ✅ Scale Effortlessly - Handle 10 or 10,000 registrations the same way 🎨 Customization Options The workflow is fully customizable: Certificate Design** - Modify HTML template colors, fonts, layout Email Template** - Adjust branding and messaging Form Fields** - Adapt to your specific registration needs QR Code Content** - Customize verification data Storage Location** - Choose different Drive folders Tracking Fields** - Add custom data to Google Sheets 🔐 Privacy & Security Email addresses verified before certificate issuance Secure OAuth2 authentication for all Google services No sensitive data stored in workflow GDPR-compliant data handling Certificates stored in private Google Drive 📱 Mobile Responsive Professional emails display perfectly on all devices QR codes optimized for mobile scanning Certificates viewable on phones and tablets Download links work seamlessly everywhere 🏆 Why This Workflow Stands Out Unlike basic registration confirmations, this workflow: Validates emails before generating certificates** (saves resources) Creates actual PDF documents** (not just email confirmations) Includes QR codes for event check-in** (reduces venue queues) Maintains dual tracking** (successful + failed attempts) Provides shareable Drive links** (easy resending) Works 24/7 automatically** (no manual intervention) 🎓 Learning Opportunities This workflow demonstrates: Conditional branching based on API responses Data merging from multiple sources HTML to PDF conversion Dynamic content generation Error handling and logging Professional email template design QR code integration Cloud storage automation 💬 Support & Customization Perfect for n8n beginners and experts alike: Detailed sticky notes** explain every step Clear node naming** makes it easy to understand Modular design** allows easy modifications Well-documented code** in function nodes Example data** included for testing 🌟 Get Started Import the workflow JSON Connect your credentials (Jotform, VerifiEmail, Google) Create your registration form Customize the certificate design Test with a sample registration Activate and watch it work! Tags: #events #certificates #automation #email-verification #pdf-generation #registration #workshops #training #conferences #qr-codes Category: Marketing & Events Difficulty: Intermediate

Introduction Automates overseas conference approval requests to CEO. Generates emails with conference details, flight quotes, accommodation, expense breakdown, and admin procedures. Ensures consistency and saves time. How It Works Manual trigger initiates: fetches exchange rates/conference details, parses flight quotes, uses AI to calculate expenses and generate draft, checks budget, formats messages, merges versions, creates PDF, sends to CEO, logs to tracker. Workflow Template Manual Trigger → Configuration → [Exchange Rates + Conference Details + Flight Quotes] → AI Agent → [GPT-4 + Calculate + Extract + Generate Tools] → Total Expenses → Budget Check → [Format Approved + Warning] → Merge → PDF → Send CEO → Log Tracker Workflow Steps Initialization: Manual trigger with conference parameters, sets variables (name, dates, location, funding) Data Collection: Fetches/parses exchange rates, conference details via HTTP, aggregates 3 flight quotations AI Processing: AI Agent orchestrates GPT-4 with Calculate, Extract, Generate tools for expense analysis and email drafting Validation: Calculates total expenses, validates against budget threshold Formatting: Customizes approval/warning messages by status, merges content versions Delivery: Generates PDF breakdown, dispatches via Gmail to CEO, logs to Google Sheets tracker Setup Instructions APIs: Configure currency/conference endpoints with credentials OpenAI: Add GPT-4 API key in AI Agent AI Tools: Set Calculate, Extract, Generate parameters Gmail: Connect account, set CEO recipient Sheets: Link tracker with write permissions Budget: Set threshold (default: $5000) Prerequisites n8n instance, Currency API, Conference API, OpenAI GPT-4 key, Gmail with OAuth, Google Sheets, PDF generator, Travel agent API Use Cases Academic: Staff requests conference with grant, registration, 3 quotes, hotel, visa. AI generates email with PO/card procedures. Sales: Manager seeks client meeting approval with comparisons, per diem. Training: Employee requests certification with fees, accommodation, transport. Customization Modify thresholds by department. Add categories (insurance, baggage). Customize AI prompts for tone/branding. Integrate flight sources. Extend approval chain. Add travel restrictions. Benefits Time Efficient: Reduces prep from 60+ to 5 minutes. AI-Powered: Intelligent analysis and generation. Consistent: Ensures completeness. Accurate: Eliminates errors.

Discord AI Content Moderator with Learning System This n8n template demonstrates how to automatically moderate Discord messages using AI-powered content analysis that learns from your community standards. It continuously monitors your server, intelligently flags problematic content while allowing context-appropriate language, and provides a complete audit trail for all moderation actions. Use cases are many: Try moderating a forex trading community where enthusiasm runs high, protecting a gaming server from toxic behavior while keeping banter alive, or maintaining professional standards in a business Discord without being overly strict! Good to know This workflow uses OpenAI's GPT-5 Mini model which incurs API costs per message analyzed (approximately $0.001-0.003 per moderation check depending on message volume) The workflow runs every minute by default - adjust the Schedule Trigger interval based on your server activity and budget Discord API rate limits apply - the batch processor includes 1.5-second delays between deletions to prevent rate limiting You'll need a Google Sheet to store training examples - a template link is provided in the workflow notes The AI analyzes context and intent, not just keywords - "I *cking love this community" won't be deleted, but "you guys are sht" will be Deleted messages cannot be recovered from Discord - the admin notification channel preserves the content for review How it works The Schedule Trigger activates every minute to check for new messages requiring moderation We'll fetch training data from Google Sheets containing labeled examples of messages to delete (with reasons) and messages to keep The workflow retrieves the last 10 messages from your specified Discord channel using the Discord API A preparation node formats both the training examples and recent messages into a structured prompt with unique indices for each message The AI Agent (powered by GPT-5 Mini) analyzes each message against your community standards, considering intent and context rather than just keywords The AI returns a JSON array of message indices that violate guidelines (e.g., [0, 2, 5]) A parsing node extracts these indices, validates them, removes duplicates, and maps them to actual Discord message objects The batch processor loops through each flagged message one at a time to prevent API rate limiting and ensure proper error handling Each message is deleted from Discord using the exact message ID A 1.5-second wait prevents hitting Discord's rate limits between operations Finally, an admin notification is posted to your designated admin channel with the deleted message's author, ID, and original content for audit purposes How to use Replace the Discord Server ID, Moderated Channel ID, and Admin Channel ID in the "Edit Fields" node with your server's specific IDs Create a copy of the provided Google Sheets template with columns: message_content, should_delete (YES/NO), and reason Connect your Discord OAuth2 credentials (requires bot permissions for reading messages, deleting messages, and posting to channels) Add your OpenAI API key to access GPT-5 Mini Customize the AI Agent's system message to reflect your specific community standards and tone Adjust the message fetch limit (default: 10) based on your server activity - higher limits cost more per run but catch more violations Consider changing the Schedule Trigger from every minute to every 3-5 minutes if you have a smaller community Requirements Discord OAuth2 credentials for bot authentication with message read, delete, and send permissions Google Sheets API connection for accessing the training data knowledge base OpenAI API key for GPT-5 Mini model access A Google Sheet formatted with message examples, deletion labels, and reasoning Discord Server ID, Channel IDs (moderated + admin) which you can get by enabling Developer Mode in Discord Customising this workflow Try building an emoji-based feedback system where admins can react to notifications with ✅ (correct deletion) or ❌ (wrong deletion) to automatically update your training data Add a severity scoring system that issues warnings for minor violations before deleting messages Implement a user strike system that tracks repeat offenders and automatically applies temporary mutes or bans Expand the AI prompt to categorize violations (spam, harassment, profanity, etc.) and route different types to different admin channels Create a weekly digest that summarizes moderation statistics and trending violation types Add support for monitoring multiple channels by duplicating the Discord message fetch nodes with different channel IDs Integrate with a database instead of Google Sheets for faster lookups and more sophisticated training data management If you have questions Feel free to contact me here: elijahmamuri@gmail.com elijahfxtrading@gmail.com

Description Automatically capture customer onboarding help requests from Typeform, log them in Google Sheets, validate email addresses, and send a professional HTML welcome email via Gmail. Ensures smooth onboarding communication with audit-ready tracking and error handling. 📝📧 What This Template Does Monitors Typeform submissions for new onboarding help requests. 📥 Logs all responses into Google Sheets with structured fields. 📊 Validates email addresses to prevent errors. ✅ Generates professional HTML welcome emails with company branding. 🎨 Sends onboarding emails directly via Gmail. 📧 Handles missing or invalid emails with error logging. ⚠️ Key Benefits Streamlines customer onboarding request handling. ⏱️ Creates a centralized log for analytics and audits. 🧾 Improves customer experience with branded email communication. 💡 Reduces manual effort in follow-up and data entry. 🔄 Ensures reliable handling of incomplete or invalid submissions. 🛡️ Features Typeform trigger for new form submissions. 📝 Automatic Google Sheets logging of customer details. 📈 Conditional email validation before sending. 🔍 Dynamic HTML email generation with customer details. 🎨 Automated Gmail delivery of welcome emails. 📧 Error handling node for missing/invalid email submissions. 🚨 Requirements n8n instance (cloud or self-hosted). Typeform API credentials with webhook permissions. Google Sheets OAuth2 credentials with spreadsheet write access. Gmail OAuth2 credentials with send email permissions. Pre-configured Google Sheet for onboarding request tracking. Target Audience Customer success and onboarding teams. 👩‍💻 SaaS startups managing onboarding inquiries. 🚀 Support teams handling product/service onboarding. 🛠️ SMBs looking for efficient onboarding automation. 🏢 Remote teams needing structured onboarding workflows. 🌐 Step-by-Step Setup Instructions Connect Typeform, Google Sheets, and Gmail credentials in n8n. 🔑 Insert your Typeform form ID in the trigger node. 📝 Replace the Google Sheet ID with your tracking sheet. 📊 Map form fields to spreadsheet columns (ensure headers match). 🔗 Customize email HTML template with branding and company info. 🎨 Update sender email in the Gmail node. 📧 Test the workflow with a sample form submission. ✅

Transform chaotic training requests into strategic skill development - achieving 100% completion tracking, 30% cost reduction through intelligent planning, and data-driven L&D decisions. What This Workflow Does Revolutionizes corporate training management with AI-driven course recommendations and automated approval workflows: 📝 Training Request Capture - Jotform collects skill gaps, business justification, and training needs 💰 Budget Intelligence - Real-time department budget checking and utilization tracking 🤖 AI Course Recommendations - Matches requests to training catalog with 0-100% scoring 📊 ROI Analysis - AI assesses business impact, urgency, and return on investment ✅ Smart Approval Routing - Auto-approves within budget or routes to manager with AI insights 🎯 Skill Development Paths - Creates personalized learning journeys from current to desired levels 👥 Team Impact Assessment - Identifies knowledge sharing opportunities and additional attendees ⚠️ Risk Analysis - Evaluates delays risks and over-investment concerns 📧 Automated Notifications - Sends detailed approvals to managers and confirmations to employees 📈 Complete Tracking - Logs all requests with AI insights for L&D analytics Key Features AI Training Advisor: GPT-4 analyzes requests across 10+ dimensions including needs assessment, ROI, and implementation planning Course Catalog Matching: AI scores courses 0-100% based on skill level, topic relevance, and outcomes alignment Budget Management: Real-time tracking of department budgets with utilization percentages Preventability Scoring: Identifies skill gaps that could have been addressed earlier Alternative Options: AI suggests cost-effective alternatives (online courses, mentoring, job shadowing) Skill Development Pathways: Maps progression from current to desired skill level with timeframes Team Multiplier Effect: Identifies how training one person benefits entire team Manager Guidance: Provides key considerations, questions to ask, and approval criteria Implementation Planning: Suggests timeline, preparation needed, and post-training actions Success Metrics: Defines measurable outcomes for training effectiveness Risk Assessment: Flags delay risks and over-investment concerns Cost Optimization: Recommends ways to reduce costs while maintaining quality Perfect For Growing Tech Companies: 50-500 employees with high skill development needs Enterprise Organizations: Large corporations managing 1000+ training requests annually Professional Services: Consulting, legal, accounting firms requiring continuous upskilling Healthcare Systems: Medical organizations with compliance and clinical training requirements Manufacturing Companies: Technical skills training for operations and quality teams Sales Organizations: Sales enablement and product training at scale Financial Services: Compliance training and professional certification tracking What You'll Need Required Integrations Jotform - Training request form (free tier works) Create your form for free on Jotform using this link OpenAI API - GPT-4 for AI training analysis (~$0.30-0.60 per request) Gmail - Automated notifications to employees, managers, and HR Google Sheets - Training request database and L&D analytics Quick Start Import Template - Copy JSON and import into n8n Add OpenAI Credentials - Set up OpenAI API key (GPT-4 recommended) Create Jotform Training Request Configure Gmail - Add Gmail OAuth2 credentials Setup Google Sheets: Create spreadsheet with "Training_Requests" sheet Replace YOUR_GOOGLE_SHEET_ID in workflow Columns auto-populate on first submission Customize Training Catalog: Edit "Check Training Budget" node Update training catalog with your actual courses, providers, and costs Add your company's preferred vendors Customization Options Custom Training Catalog: Replace sample catalog with your company's actual training offerings Budget Rules: Adjust approval thresholds (e.g., auto-approve under $500) AI Prompt Tuning: Customize analysis criteria for your industry and culture Multi-Level Approvals: Add VP or director approval for high-cost training Compliance Training: Flag required certifications and regulatory training Vendor Management: Track preferred training vendors and volume discounts Learning Paths: Create role-specific career development tracks Certification Tracking: Monitor professional certifications and renewal dates Training Calendar: Integrate with company calendar for session visibility Waitlist Management: Queue employees when sessions are full Pre/Post Assessments: Add skill testing before and after training Knowledge Sharing: Schedule lunch-and-learns for employees to share learnings Expected Results 100% completion tracking - Digital trail from request to certificate 30% cost reduction - Strategic planning prevents redundant/unnecessary training 95% manager response rate - Automated reminders and clear AI guidance 50% faster approvals - AI pre-analysis speeds manager decisions 40% better course matching - AI recommendations vs manual course selection 60% reduction in budget overruns - Real-time budget visibility 3x increase in skill development velocity - Streamlined process removes friction 85% employee satisfaction - Clear process and fast responses Data-driven L&D strategy - Analytics identify trending skill gaps 25% increase in training ROI - Better targeting and follow-through Use Cases Tech Startup (150 Engineers) Engineer requests "Advanced Kubernetes" training. AI identifies skill gap as "high severity" due to upcoming cloud migration project. Checks department budget ($22K remaining of $50K), recommends $1,800 4-day course with 92% match score. Auto-routes to engineering manager with business impact analysis. Manager approves in 2 hours. Training scheduled for next month. Post-training, engineer leads internal workshop, multiplying impact across 10-person team. Migration completes 3 weeks early, saving $50K. Enterprise Sales Org (500 Reps) Sales rep requests "Negotiation Mastery" after losing 3 deals. AI assesses urgency as "justified" based on revenue impact. Recommends $1,100 2-day course but also suggests lower-cost alternative: internal mentoring from top performer ($0). Manager sees both options, chooses mentoring first. Rep closes next deal with new techniques. Training budget preserved for broader team enablement. ROI: $200K deal closed with $0 training spend. Healthcare System (2,000 Nurses) Nurse requests ACLS recertification. AI flags as "compliance-critical" with "immediate" urgency (expiring in 30 days). Checks budget, finds sufficient funds. Auto-approves and schedules next available session. Sends pre-training materials 1 week before. Tracks attendance, generates certificate upon completion. Updates nurse's credential profile in HRIS. Compliance maintained, no manual intervention needed. Financial Services Firm Analyst requests CFA Level 1 prep course ($2,500). AI assesses as "high ROI" but identifies budget constraint (department at 95% utilization). Recommends deferring to next quarter when new budget allocated. Suggests free Khan Academy courses as interim solution. Manager sees complete analysis, approves deferral, adds analyst to Q2 priority list. Transparent communication maintains morale despite delay. Manufacturing Company Maintenance tech requests PLC programming training. AI identifies 5 other techs with same skill gap. Recommends group training session ($1,200 per person vs $2,000 individual). Calculates team multiplier effect: 6 techs trained = reduced downtime across 3 shifts. Manager approves group session, saving $4,800. All 6 techs complete training together, creating peer support network. Equipment downtime reduced 40%. Pro Tips Quarterly Planning: Use Google Sheets data to identify trending skill gaps and plan group training Budget Forecasting: Track monthly utilization to predict Q4 budget needs Course Ratings: Add post-training feedback to improve AI recommendations over time Internal Experts: Build database of employees who can provide mentoring (free alternative) Learning Paths: Create role-based tracks (e.g., "Junior Dev → Senior Dev" pathway) Compliance Flagging: Auto-identify regulatory/certification requirements Vendor Relationships: Track volume with vendors to negotiate discounts Knowledge Retention: Require post-training presentations to reinforce learning Manager Training: Educate managers on how to evaluate AI recommendations Budget Reallocation: Monthly reviews to move unused budget between departments Early Bird Discounts: AI can suggest booking 60+ days out for savings Continuous Learning: Supplement formal training with Udemy/LinkedIn Learning subscriptions Learning Resources This workflow demonstrates advanced automation: AI Agents with complex analysis across multiple decision dimensions Budget management algorithms with real-time calculations Course recommendation engines with scoring and matching Multi-criteria approval routing based on AI confidence Skill progression modeling from current to desired states ROI analysis balancing cost, impact, and urgency Alternative suggestion algorithms for cost optimization Team impact modeling for knowledge multiplication Risk assessment frameworks for training decisions Real-Time Budget Tracking: Live department budget visibility prevents overspending Audit Trail: Complete history for finance audits and compliance reviews Approval Documentation: Timestamped manager approvals for governance Cost Allocation: Track training costs by department, employee, category ROI Measurement: Compare training investment to business outcomes Compliance Monitoring: Flag required certifications and regulatory training Vendor Management: Track spending with training providers Ready to transform your corporate training? Import this template and turn training chaos into strategic skill development with AI-powered insights and automation! 📚✨ Questions or customization? The workflow includes detailed sticky notes explaining each AI analysis component.

🚀 How It Works Turn your WhatsApp chats into an AI-powered meeting scheduler with Google Gemini, Google Calendar, and Google Sheets. This workflow understands natural language like “Book a meeting with Ali at 3 PM tomorrow”, checks your contacts, avoids overlaps, and updates your calendar automatically all from WhatsApp. It’s a complete AI scheduling system built for founders, teams, and service providers who manage clients over chat. 🔁 Workflow Overview WhatsApp Trigger** → Captures incoming messages in real time Intent Agent (Gemini)** → Detects scheduling intent (create / edit / cancel) Google Sheets** → Finds contact names, emails, and tags Get Events** → Checks existing meetings to prevent conflicts Correction Agent + Intent Check** → Confirms details with AI Calendar Agent (Gemini)** → Executes the calendar action intelligently Create / Update / Delete Event** → Syncs instantly to Google Calendar Response Node** → Sends WhatsApp and email confirmations ⚙️ Quick Setup (⏱ ~15 min) Connect WhatsApp Cloud API – link your WhatsApp Business account Authenticate Google Calendar & Sheets – use Sheets for contacts (Name | Email | Type) Add Google Gemini API Key – used by Intent, Correction, and Calendar agents Customize Prompts – adjust tone and language in the Gemini nodes Test Your Flow – e.g., message “Schedule meeting with Ali at 10 AM Friday” to verify calendar and confirmation replies 💡 All setup details are also documented inside the workflow sticky notes. 🧩 Integrations WhatsApp Cloud API Google Calendar API Google Sheets API Google Gemini (LLM) 💡 Benefits ✅ Automates scheduling directly from WhatsApp ✅ Understands natural language requests ✅ Prevents double-bookings automatically ✅ Sends instant confirmations ✅ Saves hours of manual coordination 👥 Ideal For Entrepreneurs & consultants managing clients on WhatsApp Sales or support teams booking demos and meetings Virtual assistants and AI service providers Anyone who wants a 24/7 AI calendar manager

Overview Use your voice or text to command a Telegram-based AI agent that scrapes leads or generates detailed research reports—instantly. This workflow turns your Telegram bot into a full-blown outbound machine. Just tell it what type of leads you need, and it’ll use Apollo to find and save them into a spreadsheet. Or drop in a LinkedIn profile, and it’ll generate a personalized research dossier with info like job title, company summary, industry insights, and more. It handles voice messages too—just speak your request and get the results sent back like magic. Who’s it for Cold emailers and growth marketers Solo founders running outbound SDRs doing daily prospecting Agencies building high-quality lead lists or custom research for clients How it works Triggered by a message (text or voice) in Telegram If it’s voice, it transcribes using OpenAI Whisper Uses an AI agent to interpret intent: scrape leads or research a person For lead scraping: Gathers criteria (e.g., location, job title) via Telegram Calls the Apollo API to return fresh leads Saves the leads to Google Sheets For research reports: Takes a LinkedIn profile link Uses AI and lead data tools to create a 1-page professional research report Sends it back to the user via email Example outputs Lead scraping**: Populates a spreadsheet with names, roles, LinkedIn links, company info, emails, and more Research report**: A formatted PDF-style brief with summary of the person, company, and key facts How to set up Connect your Telegram bot to n8n Add your OpenAI credentials (for Whisper + Chat agent) Plug in your Apollo API key or scraping tool Replace the example spreadsheet with your own Customize the prompts for tone or data depth (Optional) Add PDF generation or CRM sync Requirements Telegram Bot Token OpenAI API Key Apollo (or other scraping API) credentials LinkedIn URLs for research functionality How to customize Replace Apollo with Clay, People Data Labs, or another scraping tool Add a CRM push step (e.g. Airtable, HubSpot, Notion) Add scheduling to auto-scrape daily Reformat the research report as a downloadable PDF Change the agent’s tone or role (e.g. “Outreach Assistant,” “Investor Scout,” etc.)

Transform your email workflow with this intelligent automation that drafts professional emails through Telegram commands using AI and contact retrieval. Key Features 📱 Telegram Integration: Send email requests directly from Telegram 🤖 AI-Powered Email Generation: Uses OpenAI GPT-4 to create formal, professional emails 📧 Smart Contact Retrieval: Leverages Pinecone vector database with RAG to automatically find recipient email addresses ✉️ Gmail Draft Creation: Automatically creates email drafts in your Gmail account 📋 Google Docs Integration: Sync contact data from Google Docs to vector database 🎯 Structured Email Formatting: Ensures consistent professional email format with proper recipients and formal tone How It Works Send Message: Send a message via Telegram with your email request AI Processing: AI agent processes your request and queries the contact database to find recipient emails Email Generation: OpenAI generates a professionally formatted email based on your input Draft Creation: Gmail draft is automatically created with the formatted content Confirmation: Receive confirmation via Telegram with a completion sticker Perfect For Business professionals managing multiple contacts Academic professionals (professors, researchers) who frequently send formal emails Anyone wanting to streamline their email creation process with AI assistance Required Credentials Telegram Bot API OpenAI API google OAuth2 for(gmail&docs) Pinecone Vector Database Setup Instructions Load Contact Data: Add your contact information to the Google Docs document Configure Pinecone: Set up your Pinecone index with namespace "contacts" Connect Services: Add all required API credentials to their respective nodes Customize AI: Modify the AI system message and sender name in the AI Agent node Test Workflow: Run the manual trigger to populate your vector database first ** Ex. of the google docs data

Template Overview This template is designed for individuals and businesses who want to maintain a consistent presence on the Fediverse while also posting on Threads or managing multiple Fediverse profiles. By automating the process of resharing statuses or posts, this workflow saves time and ensures regular engagement across accounts. Use Case The template addresses the challenge of managing activity across Fediverse accounts by automatically boosting or resharing posts from a specific account to your own. It is especially helpful for users who want to consolidate engagement without manually reposting content across multiple platforms or profiles. How It Works The workflow runs on a scheduled trigger and retrieves recent posts from a specified Fediverse account, such as your Threads.net account. It uses a JavaScript filter to identify posts from the current day and then automatically boosts or reshares them to your selected Mastodon profile. Preconditions You need a Mastodon account with developer access. Identify a Threads.net or other Fediverse account which you want to boost. Basic familiarity with APIs and setting up credentials in n8n. Setup Steps Step 1: Create a Developer Application on Mastodon Log in to your Mastodon account and navigate to Preferences > Development > New Application. Fill out the required information and create your application. Set Scopes to atleast read, profile, write:statuses. Click Submit. Note down the access token generated for this application. Step 2: Get the Account ID Use the following command to retrieve the account ID for the profile you want to boost: curl -s "https://mastodon.social/api/v1/accounts/lookup?acct=<ACCOUNTNAME>" Alternatively, paste the URL into a GET node on n8n. From the returned JSON, copy the "id" field value (e.g., {"id":"110564198672505618", ...}). Step 3: Update the "Get Statuses" Node Replace <ACCOUNTID> in the URL field with the ID you retrieved in Step 2: https://mastodon.social/api/v1/accounts/<ACCOUNTID>/statuses Step 4: Configure the "Boost Statuses" Node Authentication type will already be set to Header Auth. Grab the access token from Step 1. In the Credential for Header Auth field, create a new credential. Click the pencil icon in the top-left corner to name your credential. In the Name field, enter Authorization. In the Value field, enter Bearer <YOUR_MASTODON_ACCESS_TOKEN>. (Note: there is a space after "Bearer.") Save the credential, and it should automatically be selected as your Header Auth. Step 5: Test the Workflow Run the workflow to ensure everything is set up correctly. Adjust filters or parameters as needed for your specific use case. Customization Guidance Replace mastodon.social with your own Mastodon domain if you're using a self-hosted instance. Adjust the JavaScript filter logic to meet your specific needs (e.g., filtering by hashtags or keywords). For enhanced security, store the access token as an n8n credential. Embedding it directly in the URL is ++not recommended++. Notes This workflow is designed to work with any Mastodon domain. Ensure your Mastodon account has appropriate permissions for boosting posts. By following these steps, you can automate your Fediverse engagement and focus on creating meaningful content while the workflow handles the rest!

This n8n template uses AI to automatically classify incoming Gmail messages into five categories and route them to the right people or departments. It can also reply automatically and send WhatsApp alerts for urgent or relevant messages. This helps ensure high-priority emails never get missed, while other messages are handled efficiently. ##How It Works Trigger A new email in Gmail triggers the workflow. Classification (OpenAI GPT) The email is analyzed by an OpenAI GPT model and classified into one of: High Priority Customer Support Promotion Finance/Billing Random/Other Conditional Logic & Actions High Priority → Create draft reply + send WhatsApp alert. Customer Support → Auto-reply + send WhatsApp confirmation alert. Promotion → Summarize email + send WhatsApp promotional alert. Finance/Billing → Forward to finance team + send WhatsApp finance alert. Random/Other → Label and log only. Multi-Channel Output Responses are sent via Gmail. Alerts are sent via WhatsApp (or another compatible API). ##Setup Instructions Step 1: Gmail Authorization Add a Gmail node in n8n. Connect using OAuth2 and grant read/send permissions. Step 2: OpenAI API Key Get your API key from OpenAI. Add it to n8n credentials for the OpenAI node. Step 3: WhatsApp Integration Use your WhatsApp Business API or a provider like Twilio or 360Dialog. Replace placeholders with your details: [YOUR_WHATSAPP_NUMBER] [YOUR_FINANCE_TEAM_NUMBER] [YOUR_SUPPORT_TEAM_NUMBER] Step 4: Import & Run Import the workflow JSON into n8n. Adjust prompts, labels, and routing logic as needed. Execute and monitor results. ##Good to Know Fully customizable — add or remove categories, adjust responses, and change alert channels. Can be integrated with Slack, Discord, Trello, Notion, Jira, or CRM systems. Scales easily across teams and departments. ##Requirements Gmail account with OAuth2 credentials set up in n8n OpenAI API key for classification and content generation WhatsApp (or other messaging service) integration Optional: Slack, Notion, CRM, or accounting tool integrations ##Customization Ideas Create support tickets in Trello, Notion, or Jira from Customer Support emails. Sync Finance emails with QuickBooks, Stripe, or Google Sheets. Replace WhatsApp alerts with Slack or Discord messages. Use Zapier/Make for cross-platform automations.