Workflow Templates

This template can be used as a real-time listening and processing of search results with Icypeas. Be sure to have an active account to use this template. How it works This workflow can be divided into two steps : A webhook node to link your Icypeas account with your n8n workflow. A set node to retrieve the relevant informations. Set up steps You will need a working icypeas account to run the workflow and you will have to paste the production URL provided by the n8n webhook node.

Description Automate B2B order invoicing by fetching orders from Airtable, validating paid B2B entries, creating Stripe customers and invoices, finalizing invoices, and logging structured invoice data into Google Sheets. This workflow ensures seamless B2B billing, centralized record-keeping, and reduces manual errors in financial operations. ⚡💳📊 What This Template Does Triggers hourly to check for new B2B orders. ⏱️ Fetches order data from Airtable (Orders table). 📥 Filters only paid orders with “B2B” tag. ✅ Creates a corresponding Stripe customer from order details. 👤 Processes order line items for invoicing. 📦 Creates a Stripe invoice with due date and payment terms. 🧾 Finalizes the invoice automatically. ✔️ Formats invoice details (totals, due dates, customer info, links). 🔄 Logs structured invoice data into Google Sheets for tracking. 📊 Key Benefits Fully automates B2B invoicing workflow from orders to finalized invoices. 🔄 Ensures all invoices are linked, structured, and logged in Sheets. 🧾 Reduces manual effort and eliminates data entry errors. ⚡ Maintains centralized invoice tracking for finance teams. 📂 Creates a consistent billing flow integrated with Stripe. 💳 Features Hourly Trigger – Continuously monitors Airtable for new/updated orders. Airtable Integration – Fetches order details automatically. Conditional Filter – Processes only “B2B” paid orders. Stripe Customer Creation – Automatically creates customers in Stripe. Line Item Processor – Handles Shopify/Order line items or test data. Stripe Invoice Creation – Generates draft invoices with due dates. Invoice Finalization – Auto-finalizes and prepares invoices for payment. Data Formatter – Structures invoice info (totals, links, dates, status). Google Sheets Integration – Logs all invoice data for reporting. Requirements n8n instance (cloud or self-hosted). Airtable Personal Access Token with read access to Orders table. Stripe API credentials with customer + invoice permissions. Google Sheets OAuth2 credentials with read/write access. Target Audience Finance/ops teams handling B2B customer invoicing. 💼 SaaS or eCommerce businesses with B2B order flows. 🛍️ Startups needing automated billing + centralized reporting. 🚀 Teams tracking Stripe invoices inside Google Sheets. 📊 Step-by-Step Setup Instructions Connect Airtable credentials and replace with your base/table IDs. 🔑 Configure Stripe API credentials for invoice + customer creation. 💳 Link Google Sheets credentials and update the target sheet ID. 📊 Adjust order filtering conditions (tags, payment status) as needed. ⚙️ Test with sample data to validate invoices are created + logged. ✅

Efficient loop-less N8N Workflow Backup Automation to Google Drive This workflow eliminates traditional loop-based processing entirely, delivering unprecedented performance and reliability even when the number of workflows to be processed are large What Makes This Different: NO SplitInBatches node** - Traditional workflows use loops to process workflows one by one NO individual file uploads** - No more multiple Google Drive API calls NO batch error handling** - Eliminates complex loop iteration error management ALL workflows processed simultaneously** - Revolutionary single-operation approach Single compressed archive** - One ZIP file containing all workflows One Google Drive upload** - Maximum efficiency, minimum API usage Key Benefits of Non-Loop Architecture: 3-5x Faster Execution** - Eliminated loop overhead and multiple API calls Reduced API Costs** - Single upload instead of dozens of individual operations Higher Reliability** - Fewer failure points, centralized error handling Better Scalability** - Performance doesn't degrade with workflow count Large Workflow Support* - *Efficiently handles hundreds of workflows without performance degradation** Easier Maintenance** - Simpler workflow structure, easier debugging Cleaner Monitoring** - Single success/failure point instead of loop iterations Who's it for This template is designed for n8n users, DevOps engineers, system administrators, and IT professionals who need reliable, automated backup solutions for their n8n workflows. It's perfect for businesses and individuals who want to ensure their workflow automation investments are safely backed up with intelligent scheduling, compression, and cloud storage integration. How it works / What it does This workflow creates an intelligent, automated backup system that transforms n8n workflow backups from inefficient multi-file operations into streamlined single-archive automation. The system: Triggers automatically every 4 hours or manually on-demand Creates timestamped folders in Google Drive for organized backup storage Retrieves all n8n workflows via the n8n API in a single operation Converts workflows to JSON and aggregates binary data efficiently Compresses all workflows into a single ZIP archive (eliminating the need for loops) Uploads the compressed backup to Google Drive in one operation Provides real-time Slack notifications for monitoring and alerting Key Innovation: No Loops Required - Unlike traditional backup workflows that use SplitInBatches or loops to process workflows individually, this system processes all workflows simultaneously and creates a single compressed archive, dramatically improving performance and reliability. How to set up 1. Configure Google Drive API Credentials Set up Google Drive OAuth2 API credentials Ensure the service account has access to create folders and upload files Update the parent folder ID where backup folders will be created 2. Configure n8n API Access Set up internal n8n API credentials for workflow retrieval Ensure the API has permissions to read all workflows Configure retry settings for reliability 3. Set up Slack Notifications Configure Slack API credentials for the notification channel Update the channel ID where backup notifications will be sent Customize notification messages as needed 4. Schedule Configuration The workflow automatically runs every 4 hours Manual execution is available for immediate backups Adjust the schedule in the Schedule Trigger node as needed 5. Test the Integration Run a manual backup to verify all components work correctly Check Google Drive for the created backup folder and ZIP file Verify Slack notifications are received Requirements n8n instance** (self-hosted or cloud) with API access Google Drive account** with API access and sufficient storage Slack workspace** for notifications (optional but recommended) n8n workflows** that need regular backup protection How to customize the workflow Modify Backup Frequency Adjust the Schedule Trigger node for different intervals (hourly, daily, weekly) Add multiple schedule triggers for different backup types Implement conditional scheduling based on workflow changes Enhance Storage Strategy Add multiple Google Drive accounts for redundancy Implement backup rotation and retention policies Add compression options (ZIP, TAR, 7Z) for different use cases Expand Notification System Add email notifications for critical backup events Integrate with monitoring systems (PagerDuty, OpsGenie) Add backup success/failure metrics and reporting Security Enhancements Implement backup encryption before upload Add backup verification and integrity checks Set up access logging and audit trails Performance Optimizations Add parallel processing for large workflow collections Implement incremental backup strategies Add backup size monitoring and alerts Key Features Zero-loop architecture** - Processes all workflows simultaneously without batch processing Intelligent compression** - Single ZIP archive instead of multiple individual files Automated scheduling** - Runs every 4 hours with manual override capability Organized storage** - Timestamped folders with clear naming conventions Real-time monitoring** - Slack notifications for all backup events Error handling** - Centralized error management with graceful failure handling Scalable design** - Handles any number of workflows efficiently Technical Architecture Highlights Eliminated Inefficiencies No SplitInBatches node** - Replaced with direct workflow processing No individual file uploads** - Single compressed archive upload No loop iterations** - All workflows processed in one operation No batch error handling** - Centralized error management Performance Improvements Faster execution** - Eliminated loop overhead and multiple API calls Reduced API quota usage** - Single Google Drive upload per backup Better resource utilization** - Efficient memory and processing usage Improved reliability** - Fewer points of failure in the workflow Data Flow Optimization Parallel processing** - Folder creation and workflow retrieval happen simultaneously Efficient aggregation** - Code node processes all binaries at once Smart compression** - Single ZIP with all workflows included Streamlined upload** - One file transfer instead of multiple operations Use Cases Production n8n instances** requiring reliable backup protection Development teams** needing workflow version control and recovery DevOps automation** requiring disaster recovery capabilities Business continuity** planning for critical automation workflows Compliance requirements** for workflow documentation and backup Team collaboration** with shared workflow backup access Business Value Risk Mitigation** - Protects valuable automation investments Operational Efficiency** - Faster, more reliable backup processes Cost Reduction** - Lower storage costs and API usage Compliance Support** - Organized backup records for audits Team Productivity** - Reduced backup management overhead Scalability** - Handles growth without performance degradation This template revolutionizes n8n workflow backup by eliminating the complexity and inefficiency of traditional loop-based approaches, providing a robust, scalable solution that grows with your automation needs while maintaining the highest levels of reliability and performance.

📊 Description Streamline sales prioritization by automatically identifying, scoring, and routing high-value leads from GoHighLevel CRM to your sales team. This workflow scores contacts daily, flags top prospects, alerts sales reps in Slack, logs data to Google Sheets, and schedules instant follow-ups in Google Calendar — ensuring no valuable lead slips through the cracks. 🚀📈 What This Template Does Triggers daily at 8:00 AM to fetch all contacts from GoHighLevel CRM. ⏰ Processes lead data and extracts key details from custom fields. 🧩 Calculates lead scores using your predefined CRM field mappings. 🔢 Filters out incomplete or invalid contacts to ensure clean data flow. 🧼 Identifies high-value leads with a score above 80 for immediate attention. 🎯 Sends real-time Slack alerts to sales teams with contact and lead score details. 💬 Logs high-priority leads into a dedicated Google Sheet for tracking and analytics. 📊 Creates automatic Google Calendar follow-up events within 1 hour of detection. 📅 Key Benefits ✅ Automatically surfaces top leads for faster follow-up ✅ Keeps sales teams aligned through instant Slack alerts ✅ Eliminates manual data review and prioritization ✅ Centralizes performance tracking via Google Sheets ✅ Ensures consistent follow-up with Google Calendar scheduling ✅ Fully customizable lead score threshold and timing Features Daily scheduled trigger (8:00 AM) GoHighLevel CRM integration for contact retrieval Smart lead scoring via custom field mapping Conditional filtering for high-value leads Slack alert system for real-time engagement Google Sheets logging for transparency and analytics Auto-created Google Calendar events for follow-ups Requirements GoHighLevel API credentials with contact read permissions Slack Bot token with chat:write access Google Sheets OAuth2 credentials Google Calendar OAuth2 credentials Defined custom fields for Lead Score and Assigned Representative in GoHighLevel Target Audience Sales and business development teams tracking high-value leads Marketing teams optimizing lead qualification and follow-up Agencies using GoHighLevel for CRM and lead management Operations teams centralizing sales activity and analytics Step-by-Step Setup Instructions Connect your GoHighLevel OAuth2 credentials and ensure contact API access. Replace placeholder custom field IDs (Lead Score & Assigned Rep) in the Code node. Add your Slack channel ID for team notifications. Connect your Google Sheets document and replace its Sheet ID in the workflow. Link Google Calendar for automatic follow-up event creation. Adjust the lead score threshold (default: 80) if needed. Run a manual test to verify data flow, then enable the daily trigger for automation.

Instagram Reel Downloader & Logger Automate Instagram Reel Downloads, Storage, and Activity Logging What does this workflow do? Handles incoming webhook requests (ideal for Instagram/Facebook API triggers). Validates the webhook via challenge-response and custom verify token. Checks for messages from yourself (filtering automated/self-triggered runs). Downloads Instagram Reels from URLs posted to the webhook. Uploads the reel to Google Drive and retrieves the download URL. Logs reel details (status, URL, and timestamp) to a Google Sheet for record-keeping. Notifies you on Telegram with the download details and Google Drive link. How does it work? Webhook: Listens for new messages/events (custom webhook endpoint for Meta). Validation: Confirms webhook subscribe/challenge and verify token from Meta API. Sender Check: Ignores messages unless they match your configured sender/recipient. Download Reel: Fetches the reel/attachment from Instagram using received URLs. Timestamp Gen: Adds a precise timestamp and ISO-based unique ID to the activity log. Upload to Drive: Saves the downloaded reel in a preset Google Drive folder. Log to Sheet: Updates a Google Sheet with the reel’s status, URL, and timestamp. Telegram Alert: Instantly notifies you when a new reel is downloaded and logged. What do I need to make this work? A registered webhook endpoint (from your Meta/Instagram app configuration). A Google Drive and Google Sheets account (OAuth2 connected to n8n). A Telegram Bot and Chat ID setup to receive download completion messages. The correct verify_token in your webhook event source matches your template (‘youtube-automation-n8n-token’ by default). Update your Drive/Sheet/Bot credentials as per your n8n instance’s environment. Why use this? Fully automates the collection and archival of Instagram Reels. Centralizes content download, backup, and activity records for your automation flows. Provides instant monitoring and archival of each event. Setup Tips: Make sure your webhook path and Meta app configuration match (/n8n-template-insta-webhook). Double-check the Google credentials and the sheet’s tab IDs/names. Replace the Telegram and Google connection credentials with your own securely. Use this as a foundation for any Instagram/Facebook-based automations in n8n, and customize as your automation stack evolves! Publish confidently, and let users know this template: Saves time, automates digital content management, and notifies users in real-time.

Product Review Analysis with BrowserAct & Gemini-Powered Recommendations. This n8n template demonstrates how to perform product review sentiment analysis and generate improvement recommendations using an AI Agent. This workflow is perfect for e-commerce store owners, product managers, or marketing teams who want to automate the process of collecting feedback and turning it into actionable insights. How it works The workflow is triggered manually. An HTTP Request node initiates a web scraping task with the BrowserAct API to collect product reviews. A series of If and Wait nodes are used to check the status of the scraping task. If the task is not yet complete, the workflow pauses and retries until it receives the full dataset. An AI Agent node, powered by Google Gemini, then processes the scraped review summaries. It analyzes the sentiment of each review and generates actionable improvement recommendations. Finally, the workflow sends these detailed recommendations via a Telegram message and an Email to the relevant stakeholders. Requirements BrowserAct** API account for web scraping BrowserAct* "Product Review Sentiment Analysis*" Template Gemini** account for the AI Agent Telegram* and *SMTP** credentials for sending messages Need Help ? How to Find Your BrowseAct API Key & Workflow ID How to Connect n8n to Browseract How to Use & Customize BrowserAct Templates Workflow Guidance and Showcase How to INSTANTLY Get Product Improvement Ideas from Amazon Reviews | BrowserAct + n8n + Gemini

AI-Powered YouTube Auto-Tagging Workflow (SEO Automation) Watch the demo video below: > Supercharge your YouTube SEO with this AI-powered workflow that automatically generates and applies smart, SEO friendly tags to your new videos every week. No more manual tagging, just better discoverability, improved reach, and consistent optimization. Plus, get instant Slack notifications so your team stays updated on every video’s SEO boost. Who’s it for YouTube creators, channel admins, and marketing teams who publish regularly and want consistent, SEO-friendly tags without manual effort. Agencies managing multiple channels who need an auditable, automated tagging process with Slack notifications. How it works / What it does Weekly Schedule Trigger Runs the workflow once per week. Get all videos uploaded last week Queries YouTube for videos uploaded by the channel in the past 7 days. Get video detail Retrieves each video’s title, description, and ID. YouTube Video Auto Tagging Agent (LLM) Inputs: video.title, video.description, channelName. Uses a SEO-specialist system prompt to generate 15–20 relevant, comma-separated tags. Update video with AI-generated tags Writes the tags back to the video via YouTube Data API. Inform via Slack message Posts a confirmation message (video title + ID + tags) to a chosen Slack channel for visibility. How to set up YouTube connection Create a Google Cloud project and enable YouTube Data API v3. Configure OAuth client (Web app / Desktop as required). Authorize with the Google account that manages the channel. In your automation platform, add the YouTube credential and grant scopes (see Requirements). Slack connection Create or use an existing Slack app/bot. Install to your workspace and capture the Bot Token. Add the Slack credential in your automation platform. LLM / Chat Model Select your model (e.g., OpenAI GPT). Paste the System Prompt (SEO expert) and the User Prompt template: Inputs: {{video_title}}, {{video_description}}, {{channel_name}}. Output: comma-separated list of 15–20 tags (no #, no duplicates). Node configuration Weekly Schedule Trigger: choose day/time (e.g., Mondays 09:00 local). Get all videos uploaded last week: date filter = now() - 7 days. Get video detail: map each video ID from previous node. Agent node: map fields to the prompt variables. Update video: map the agent’s tag string to the YouTube tags field. Slack message: The video "{{video_title}} - {{video_id}}" has been auto-tagged successfully. Tags: {{tags}} Test run Manually run the workflow with one recent video. Verify the tags appear in YouTube Studio and the Slack message posts. Requirements APIs & Scopes YouTube Data API v3** youtube.readonly (to list videos / details) youtube or youtube.force-ssl (to update video metadata incl. tags) Slack Bot Token Scopes** chat:write (post messages) channels:read or groups:read if selecting channels dynamically (optional) Platform Access to a chat/LLM provider (e.g., OpenAI). Outbound HTTPS allowed. Rate limits & quotas YouTube updates consume quota; tag updates are write operations—avoid re-writing unchanged tags. Add basic throttling (e.g., 1–2 updates/sec) if you process many videos. How to customize the workflow Schedule:** switch to daily, or run on publish events instead of weekly. Filtering:** process only videos matching rules (e.g., title contains “tutorial”, or missing tags). Prompt tuning:** Add brand keywords to always include (e.g., “WiseStack AI”). Constrain to language (e.g., “Vietnamese tags only”). Enforce max 500 chars total for tags if you want a stricter cap. Safety guardrails:** Validate model output: split by comma, trim whitespace, dedupe, drop empty/over-long tags. If the agent fails, fall back to a heuristic generator (title/keywords extraction). Change log:** write a row per update to a sheet/DB (videoId, oldTags, newTags, timestamp, runId). Human-in-the-loop:** send tags to Slack as buttons (“Apply / Edit / Skip”) before updating YouTube. Multi-channel support:** loop through a list of channel credentials and repeat the pipeline. Notifications:** add error Slack messages for failed API calls; summarize weekly results. Tip: Keep a small allow/deny list (e.g., banned terms, mandatory brand terms) and run a quick sanitizer right after the agent node to maintain consistency across your channel.

Email List Hygiene - Automated Weekly Validator Overview Validates email lists through automated checks, categorizes results as Valid/Invalid/Risky, updates Google Sheets in real-time, and delivers HTML reports. Runs every Friday at 5 PM via cron scheduling. Workflow Architecture Schedule Trigger → Read Google Sheets → Loop (Process Each Email) → Validate API → IF Branch (Valid/Invalid) → Update Google Sheets → Merge → Loop Back → Calculate Statistics → Send Email Report Loop Mechanism Split in Batches processes one email at a time Each email: validate → branch → update sheet → merge → continue Loop accumulates all results internally "Done" output triggers statistics calculation after all emails processed Health Score Formula Score = (Valid% × 100) - (Invalid% × 20) - (Risky% × 10) Bounded: 0-100 Ranges: 80-100: Excellent (green) 60-79: Good (orange) 0-59: Needs Attention (red) Prerequisites Required: Google account with Sheets access Email validation API (VerifiEmail) n8n v1.0+ Google Sheet Structure | Column | Type | Filled By | |--------|------|-----------| | row_number | Number | Auto-generated | | name | Text | You | | email | Text | You | | status | Text | Workflow | | checked_at | Text | Workflow | | notes | Text | Workflow | Only populate first three columns. Setup 1. Import Template Import JSON file to n8n via Workflows → Add workflow → Import from File 2. Configure Credentials Google Sheets OAuth2 (used by 3 nodes): Create credential via any Google Sheets node Grant spreadsheet permissions Apply same credential to all Google Sheets nodes Validation API: Get API key from https://verifi.email Add credential to "Validate Email Address" node Gmail OAuth2: Add credential to "Send Weekly Report" node Grant email sending permissions 3. Connect Google Sheet In all three Google Sheets nodes: Select your spreadsheet from Document dropdown Select sheet tab Verify "Column to Match On" = row_number (for Update nodes) 4. Set Email Recipient In "Send Weekly Report" node: Change "Send To" from placeholder to your email Optional: Add CC/BCC for multiple recipients 5. Test Add 3-5 test emails (mix of valid/invalid) Click "Execute Workflow" Verify sheet updates and email arrives 6. Activate Toggle "Active" switch. Workflow runs automatically every Friday at 5 PM. Customization Change Schedule: Edit "Weekly Schedule" node cron expression: Daily 9 AM: 0 9 * * * Monday 5 PM: 0 17 * * 1 First of month: 0 9 1 * * Email Design: Edit HTML in "Send Weekly Report" message field. Modify colors (search hex codes), text, or add branding. Archive Invalid Emails: Add Google Sheets Append node after "Update Invalid Status" → create "Invalid_Archive" tab → append email, name, reason, date Slack Notifications: Add Slack node after email report → configure channel → use summary text from statistics Rate Limiting: Add Wait node (1-2 seconds) after validation for large lists to prevent API throttling Troubleshooting "Column not found": Verify exact column names in sheet: row_number, name, email, status, checked_at, notes (case-sensitive) Only processes 1 email: Check Google Sheets node Range field is empty or set to include all rows. Verify "Use Header Row" enabled. Wrong statistics: Enable "Execute Once" in Calculate Statistics node settings (gear icon) Email not arriving: Check spam/promotions folder, verify Gmail credential authorized, confirm recipient address correct API errors: Verify API key valid, check quota not exceeded, test with simple email like test@gmail.com Merge node error: Confirm both Update nodes connect to Merge inputs (top and bottom). Check both branches execute successfully. Validation Checks Each email undergoes: RFC 5322 format compliance MX record existence (domain has mail servers) SMTP verification (mailbox exists) Disposable email service detection Catch-all domain detection Categories: Valid: All checks passed Invalid: Critical checks failed Risky: Disposable or catch-all domain Support Check execution logs in n8n Executions tab for errors. Use "Execute Node" on individual nodes to isolate issues. Visit n8n community forum for additional help. Tags email-validation marketing-automation data-cleaning google-sheets scheduled-workflow deliverability list-hygiene

📊 Description Streamline IT and operations change management by automating approval routing, Jira issue creation, audit logging, and real-time Slack alerts. This workflow ensures faster reviews, traceable approvals, and transparent communication across systems. 🚀💼 What This Template Does Step 1: Triggers automatically every weekday at 3:00 AM to fetch new or updated change requests from Monday.com. ⏰ Step 2: Extracts key fields (request name, component, risk level, approvers, and description) for structured processing. 🧩 Step 3: Routes each request based on its current status — Pending, Approved, or Rejected. 🔀 Step 4: Sends Slack alerts for pending approvals with detailed context for quick action. 💬 Step 5: Creates Jira tickets for approved requests, ensuring smooth implementation tracking. 🎫 Step 6: Logs all approved requests to Google Sheets for compliance and audit purposes. 📊 Step 7: Sends confirmation emails to requesters with Jira ticket details via Gmail. 📧 Step 8: Automatically creates resubmission items in Monday.com for rejected requests. 🔁 Key Benefits ✅ Eliminates manual approval routing between tools ✅ Centralizes audit trails and implementation data ✅ Accelerates change management turnaround ✅ Provides real-time alerts to approvers and teams ✅ Ensures compliance with automated record-keeping Features Automated daily trigger (Mon–Fri, 3 AM) Monday.com integration for request intake Conditional branching by status (Pending, Approved, Rejected) Jira issue creation for approved requests Slack notifications for pending and approved updates Google Sheets logging for audit tracking Gmail email confirmations for requesters Automatic resubmission handling for rejected requests Requirements Monday.com API credentials with board access Jira API credentials with project permissions Google Sheets OAuth2 credentials Slack Bot token with chat:write permissions Gmail OAuth2 credentials for email automation Target Audience IT & DevOps teams managing structured change approvals Project management teams tracking implementation requests Organizations seeking automated risk-based change routing Managers needing centralized logs and instant Slack alerts Step-by-Step Setup Instructions Connect your Monday.com account and replace YOUR_BOARD_ID and groupId. Configure Jira credentials and set the target project for new tickets. Link your Google Sheets document and replace YOUR_SHEET_ID and YOUR_SHEET_GID. Add Slack credentials and update YOUR_CHANNEL_ID for notifications. Set up Gmail OAuth2 for sending confirmation emails. Adjust the cron expression (0 3 * * 1-5) if needed to match your timezone. Run the workflow manually once to test end-to-end connectivity. Enable for scheduled automation and enjoy a fully managed approval process. ✅

Duplicate Submission Detection & Auto Response for Jotform Who's it for Form managers, SaaS platforms, event organizers, recruitment teams, and any organization using Jotform who need automatic duplicate prevention with intelligent, personalized email responses without manual intervention. What it does This workflow automatically detects duplicate form submissions by email address, prevents duplicate entries in your database, and triggers intelligent email responses. When a new submission arrives, the system checks against all previous submissions. If a match is found, it deletes the duplicate and sends a friendly notification. If it's a new submission, it sends a professional welcome confirmation. The entire process happens in seconds with no manual work required. AI-generated emails adapt to your form type and industry, making responses feel personalized and relevant. 👉 Get the JotForm from here How it works Step-by-step: Form submission triggers the workflow System extracts email and contact information Fetches all previous submissions from Jotform Filters for active submissions matching the email Counts matching submissions to determine if duplicate If duplicate: Deletes the submission, generates rejection email, sends to submitter If new: Generates welcome confirmation email, sends to submitter Requirements Jotform form and account Jotform API Key n8n instance (self-hosted or cloud) Google Gemini API (for email generation) Gmail account with OAuth2 setup Basic form field mapping knowledge How to set up Complete setup instructions are included in the workflow sticky notes: Get your Jotform API Key from Account Settings Enable Google Gemini API in Google Cloud Console Configure Gmail OAuth2 authentication Add all credentials to n8n Import workflow and map your form fields Test with a sample submission Activate and deploy Detailed step-by-step guide is in the workflow documentation. How to customize the workflow Personalize emails for your industry: Edit the AI prompts in both "Generate Welcome Email" and "Compose Rejection Email" nodes to match your business type, tone, and specific requirements. The AI will adapt responses based on your instructions. Map your form fields: Update field IDs in filtering nodes to match your actual Jotform structure. Different forms may have email in different field positions. Add admin notifications: Duplicate the email nodes to send alerts to your team whenever duplicates are detected. Modify approval workflow: Change next steps timeline, add additional verification requirements, or customize follow-up sequences based on your business process. Template features Instant duplicate detection by email Automatic duplicate removal AI-powered, personalized email responses Token-efficient prompts for cost savings Professional HTML email formatting Mobile-responsive designs Works with any form type or industry Fully customizable for your use case Complete setup documentation included

This n8n workflow automates the creation and countdown notifications for events like product launches or birthdays via a Telegram bot, ensuring timely group alerts through multi-channel routing (e.g., Slack or email). It processes incoming event data from webhooks, stores it persistently, and triggers scheduled reminders to keep teams or groups informed. Key Features Handles event creation or updates via webhook from Telegram chats or external sources. Fetches and processes upcoming events on a customizable schedule for countdown notifications. Routes alerts dynamically to channels like Slack or email based on event settings. Validates incoming data, formats messages for optimal delivery, and confirms responses to initiators. Workflow Process The Webhook Trigger node starts the workflow when an external system (e.g., Telegram bot) sends a POST request with event details like date, description, and notification preferences. The Process Webhook Event node parses and validates incoming webhook data, ensuring required fields (e.g., event date, channel) are present before proceeding. The Events Database node fetches upcoming events (e.g., launches or birthdays) from a data source, either triggered by the webhook for updates or scheduled for notifications. The Webhook Response node sends a confirmation or status response back to the webhook sender (e.g., Telegram bot) in JSON format. The Schedule Trigger node runs the workflow automatically on a defined schedule (e.g., daily at 9AM) to check for countdown-eligible events. The Is Slack? node checks if the event's notification channel is set to Slack; if true, it routes to Slack-specific formatting. The Format Slack Message node formats the event countdown message in a Slack-friendly layout (e.g., with mentions or embeds). The Send to Slack node sends the formatted message to the target Slack channel for group notifications. The Is Email? node checks if the event's notification channel is set to email (fallback from Slack check); if true, it routes to email-specific formatting. The Format Email node formats the event countdown message in an email-friendly detail (e.g., with HTML for readability). The Send Email node sends the formatted email to the recipient list (e.g., group organizers or participants). Setup Instructions Import the workflow into n8n and configure the Webhook Trigger with your Telegram bot's webhook URL for event creation requests. Set up database credentials in the Events Database node (e.g., connect to PostgreSQL or Airtable for event storage). Configure channel integrations: Slack app token for Send to Slack, SMTP credentials for Send Email, and ensure Schedule Trigger aligns with your countdown frequency (e.g., hourly for real-time alerts). Test by sending a sample POST request to the webhook with event data and manually triggering the schedule to verify notifications. Monitor executions in the n8n dashboard and refine validation logic in Process Webhook Event for custom event fields. Prerequisites Telegram bot with webhook setup for incoming event creation messages. Database service (e.g., PostgreSQL or Google Sheets) for storing and querying events. Slack workspace and email provider (e.g., Gmail SMTP) for notifications. n8n instance with webhook and cron scheduling enabled. Basic API setup for Telegram bot token and channel routing. Modification Options Add a Telegram-specific check node (e.g., "Is Telegram?") branching from Events Database to integrate direct bot messaging. Customize the Schedule Trigger for dynamic timing, like event-specific intervals for countdowns (e.g., daily leading up to the date). Extend Format Slack Message or Format Email with dynamic templates, such as embedding countdown timers or images. Integrate additional channels (e.g., Discord) by duplicating the Is Slack? / Is Email? logic. Enhance Process Webhook Event to support recurring events or auto-populate recipient lists from Telegram group data. Explore More AI Workflows: Get in touch with us for custom n8n automation!

Who's it for Marketing agencies, digital agencies, and freelancers who need to streamline their client onboarding process and create consistent, professional documentation for new clients. Perfect for teams handling multiple client intakes who want to save hours of manual setup work while maintaining quality standards. What it does This workflow automates the entire client onboarding journey from the moment a prospect fills out your Typeform intake questionnaire. It instantly creates a complete Google Drive folder structure with 6 main folders and 15+ subfolders tailored for marketing projects, sends the intake information to your team via Slack, generates an AI-powered marketing research brief using OpenAI, implements an approval workflow with revision capabilities, and delivers a professional welcome email to the client. The system ensures nothing falls through the cracks while maintaining consistent quality across all client projects. How it works Intake Trigger: When a client submits your Typeform intake form, the workflow automatically initiates Folder Creation: Creates a branded client folder in Google Drive with organized subfolders for ads, raw footage, product images, research, drafts, and archives Team Notification: Posts detailed intake responses to your designated Slack channel for immediate team visibility AI Brief Generation: Uses OpenAI to analyze intake responses and generate a comprehensive marketing research document including customer personas, pain points, positioning strategies, and marketing angles Approval Process: Sends the brief for team review with built-in approve/revise functionality Document Creation: Upon approval, creates a Google Doc with the finalized research brief Client Communication: Sends a personalized welcome email to the client confirming their onboarding How to set up Configure the workflow: Start by filling in all values in the "⚙️ Configuration" node: Your Typeform ID from your intake form Google Drive parent folder ID where client folders will be created Slack channel IDs for new client notifications and internal reviews OpenAI model preference (GPT-4 recommended) Welcome email template with your agency branding Connect your accounts: Typeform: Create credentials and connect your account Google: Authenticate with Drive, Docs, and Gmail permissions Slack: Add the n8n bot to your workspace and relevant channels OpenAI: Add your API key for AI content generation Test the workflow: Submit a test entry through your Typeform Verify folder creation in Google Drive Check Slack notifications are posting correctly Confirm the approval process works as expected Requirements Typeform** account with a client intake form created Google Workspace** account with Drive, Docs, and Gmail access Slack** workspace with appropriate channels created OpenAI API** key with credits for content generation n8n** instance (self-hosted or cloud) version 1.0+ How to customize the workflow Folder Structure**: Modify the subfolder nodes to match your agency's project organization needs Intake Fields**: Update the Slack message blocks and AI prompt to match your specific Typeform fields Research Brief Template**: Customize the OpenAI prompt to generate briefs aligned with your agency's format Approval Logic**: Add additional approval stages or skip approval for certain client types Welcome Email**: Personalize the email template with your branding, links, and next steps Notification Channels**: Route different types of notifications to specific Slack channels based on client tier or project type