Workflow Templates

Automated Sales Rep Clone Outreach Video and Voice Note for B2B Outbound This workflow automatically transforms new leads from Google Sheets into hyper-personalized outreach videos, voice notes, and emails using AI research, scriptwriting, video cloning, and voice generation. Perfect for SDRs, founders, and agencies who want to scale outreach without sacrificing personalization. 🎥 Watch step by step build: https://www.youtube.com/watch?v=q9AAh9zRou4 What this template does Whenever a new row is added to your Google Sheets CRM, this workflow: Reads the new lead (Name, Email, Phone, Company, Industry, LinkedIn URL) Runs deep research on the person & company using Perplexity Generates a personalized 30-second outreach script Creates a cloned-face, AI-generated HeyGen video with the script Creates an ElevenLabs voice note using the same personalized insights Uploads the audio file to Google Drive Sends an email to yourself containing: Outreach subject line Email body Personalized video link Personalized voice note link (Optional) Sends a WhatsApp/SMS/MMS message via Twilio with the files or links This template builds a complete AI-powered outbound engine—research, video, voice note, and email—fully automated. Why this is useful Turns manual outbound into a hands-free, 360° AI workflow Personalized video outreach dramatically increases reply rates Consistent research quality for every lead SDRs save hours per day on manual prep Perfect for: Influencer agencies SaaS outbound teams Founders doing cold outreach Recruitment agencies Real estate & service businesses Requirements Before running this workflow, connect: Google Sheets OAuth (trigger + CRM sheet) Perplexity API Key OpenAI API Key (GPT-5.1, GPT-4.1-mini) OpenRouter API Key HeyGen API Key (for video avatar) ElevenLabs API Key (for voice note) Google Drive OAuth (for file upload) Twilio credentials (optional SMS/WhatsApp) ⚠️ All credentials must be added manually after importing. This ensures security and complies with n8n Template Guidelines. How it works (Node Breakdown) Google Sheets Trigger Watches your CRM sheet and fires whenever a new lead row is added. Code Node — Extract Latest Row Ensures only the newly added row continues through the workflow. Research Agent Powered by OpenAI + Perplexity Scrapes professional history, company insights, marketing gaps Identifies outreach opportunities & triggers Produces a structured research summary Scripting Agent Writes a natural, human-sounding 30-second outreach script tailored to that exact lead. HeyGen Video Generator Creates a personalized avatar video narrating the script (720×1280). ElevenLabs Voice Generation Generates a custom voice note version of the pitch. Google Drive Upload Saves the voice note file for sharing or sending via WhatsApp. Twilio Message (optional) Sends the voice note or video link via SMS/WhatsApp. Email Output Creates a fully structured JSON email including: Subject line Personalized body HeyGen video link Voice note link Delivered via Gmail node. Setup (Step-by-Step) Import the template into n8n Open Google Sheets Trigger → choose your CRM sheet Add all required credentials: Perplexity OpenAI OpenRouter HeyGen ElevenLabs Google Drive Gmail Twilio (optional) In HeyGen node, choose: Your avatar Your preferred voice ID In ElevenLabs node, set: Your preferred voice model Review the system prompts of: Research Agent Script Agent Email Agent Adjust for your brand tone if needed. Run once manually to test. Turn on the workflow—your AI outbound engine is live. Customization Ideas Swap HeyGen avatar to match your brand identity Add a Slack notification when each video is ready Save research & scripts into a Notion database Create a HubSpot contact for each lead Add duplicate detection logic Auto-post video to social channels for public outreach Troubleshooting Video stuck in “processing”? → Increase the Wait node duration (30–60 sec). Voice note too robotic? → Switch to a premium ElevenLabs voice. Research not specific enough? → Strengthen the system prompt with more constraints. Emails not arriving? → Ensure Gmail OAuth has send permission configured. API authentication errors? → Check credentials in each node (OpenAI, Perplexity, HeyGen, etc.).

Overview Your inbox shouldn't run your day. This workflow checks Gmail every 15 minutes, uses Claude AI to classify every new email into Urgent, Needs Reply, FYI Only, Automated, or Spam — then takes the right action automatically: Slack alert for urgent, draft reply saved for action needed, label and archive for everything else. Every email logged to Google Sheets. How it works Polls Gmail every 15 minutes for new unread emails Claude Sonnet reads each email and classifies it into one of five categories Urgent emails trigger an immediate Slack alert with sender, subject and summary Needs Reply emails get a Claude-written draft saved to Gmail drafts ready for one-click send FYI Only emails get labelled and marked as read automatically Automated emails (newsletters, receipts, notifications) get labelled and archived Spam gets moved to trash Every email processed is logged to Google Sheets with category and reasoning Setup steps Gmail — Connect your Gmail account in Check for New Emails, and all action nodes Gmail labels — Create four labels in Gmail: AI-Urgent, AI-Needs-Reply, AI-FYI, AI-Automated. Copy each label ID into the corresponding label node Claude AI — Add your Anthropic API key to the Claude Sonnet sub-node from console.anthropic.com Slack — Connect your Slack account in Notify Urgent Email and set your channel. Disable this node if you do not use Slack Customise the prompt — Open Classify Email Intent and add your name, role, and any VIP senders that should always route as Urgent Google Sheets — Create a sheet called Email Log with columns: Timestamp, Sender, Subject, Category, Summary, Reasoning, Draft Saved Activate — runs every 15 minutes automatically

AI-Powered Lead Qualification & Enrichment Pipeline 🎯 Who is this for? This template is perfect for: Marketing Teams** looking to automatically qualify inbound leads from campaigns Sales Teams** wanting to prioritize high-value prospects instantly Agencies** offering lead qualification as a service to clients SaaS Companies** routing trial signups to appropriate nurture sequences B2B Service Providers** scoring and enriching leads from multiple sources 💡 What problem does it solve? Manual lead qualification is slow, inconsistent, and expensive. Sales teams waste hours on unqualified leads while hot prospects go cold. This workflow: Eliminates manual research** - Automatically enriches company data via LinkedIn Scores leads instantly** - AI analyzes 15+ data points to score 0-100 Routes intelligently** - Hot leads get instant alerts, warm leads enter nurture Personalizes outreach** - AI generates custom emails based on company context ⚡ What this workflow does 1. Lead Capture & Validation Captures leads via built-in n8n Form (embeddable on any website) Validates email format and detects business vs personal emails Normalizes data from various field naming conventions 2. Company Enrichment via Apify Uses Google Search to find company's LinkedIn profile Scrapes LinkedIn for industry, size, description, specialties, and more Gracefully skips enrichment for personal emails (Gmail, Yahoo, etc.) 3. AI Lead Qualification (GPT-4.1) Scores leads 0-100 based on buying signals Assigns tier: Hot (80+), Warm (60-79), Cold (40-59), Disqualified (<40) Identifies buyer persona (Decision Maker, Influencer, Champion, etc.) Generates personalized talking points and risk factors 4. Intelligent Routing & Actions Hot Leads**: Instant Slack alert + AI-generated personalized email + HubSpot contact Warm Leads**: Slack notification for nurture sequence Cold Leads**: Logged for future reference All Leads**: Recorded to Google Sheets with full qualification data 🔧 Setup Required Credentials | Service | Purpose | |---------|---------| | OpenAI | AI qualification & email generation | | Apify | Google Search + LinkedIn scraping | Optional Credentials | Service | Purpose | |---------|---------| | Slack | Lead alerts and notifications | | HubSpot | CRM contact creation | | Gmail | Sending personalized emails | | Google Sheets | Lead database logging | Apify Setup Create account at apify.com Get API token from Settings → Integrations Open the Apify HTTP nodes and replace YOUR_API_KEY with the API token obtained in the above step Apify Actors Used Google Search Scraper PPR** (Actor ID: G9PR1B1upfS0mRvp0) - ~$0.004/search LinkedIn Company Scraper PPR** (Actor ID: G9y3V8J1hXYJTf1Ho) - ~$0.02/company Total cost: ~$0.02-0.03 per enriched lead 📊 Lead Scoring Criteria | Score | Tier | What it means | |-------|------|---------------| | 80-100 | 🔥 Hot | Strong buying signals, budget confirmed, urgent timeline | | 60-79 | 🌡️ Warm | Good fit, some buying signals, needs nurturing | | 40-59 | ❄️ Cold | Potential fit but unclear intent | | 0-39 | ⛔ Disqualified | Poor fit, spam, or invalid | 🎨 Customization Modify Form Fields Edit the "Lead Capture Form" node to add/remove fields for your use case. Adjust AI Scoring Edit the system prompt in "AI Lead Qualification" to customize: Score thresholds for your industry Buyer persona definitions Custom qualification criteria Add Integrations Easily extend with: Pipedrive, Salesforce, or other CRMs Email sequences (Mailchimp, ActiveCampaign) SMS notifications (Twilio) Calendar booking (Calendly) 📈 Example Output { "qualification": { "score": 85, "tier": "Hot", "buyerPersona": "Decision Maker", "urgencyLevel": "High" }, "insights": { "keyInsights": [ "VP-level with direct budget authority", "Company in growth phase (51-200 employees)", "Industry aligned with our ICP" ], "talkingPoints": [ "Reference their sustainability focus", "Highlight ROI for mid-market companies" ] } } 🙋 Need Help? Check the sticky notes in the workflow for section-by-section guidance Ensure Apify credentials are properly configured Test with a business email (not Gmail/Yahoo) to see full enrichment Created by Agentical AI - AI Automation Agency specializing in workflow automation and AI solutions.

Contract Template Generator with E-Signature Integration What this workflow does This workflow automates the full contract lifecycle—from request intake to document generation and electronic signature completion. It receives contract requests via webhook, generates customized contract documents using AI, converts them into professionally formatted HTML, and sends them to an e-signature service for execution. The workflow pauses until signatures are completed, then records outcomes and notifies all parties accordingly. This template is designed to reduce legal and operational overhead while ensuring consistent, trackable, and scalable contract management. How it works Contract request intake Triggered by a webhook or external form. Validates required fields such as contract type and signatories. Generates a unique contract ID for tracking. Contract data preparation Normalizes contract metadata (dates, value, currency). Stores party and term information for downstream processing. Template routing Routes requests based on contract type (e.g., NDA, Service Agreement, Employment). Applies predefined base terms for each contract category. Falls back to a generic template if no specific type is matched. AI-powered contract generation An AI agent generates a complete contract in Markdown format. Suggests additional clauses and provides a brief risk assessment. Ensures a consistent contract structure across types. Document processing Converts Markdown into HTML for professional presentation. Prepares signer metadata, signing order, and deadlines. E-signature request Sends the document to an e-signature service (e.g., DocuSign, HelloSign). Emails all signatories with signing instructions. Uses a Wait node to pause execution until a signature webhook is received. Signature result handling Processes webhook callbacks for completed, pending, or expired signatures. Updates contract status accordingly. Completion & notifications Logs signed or expired contracts to Google Sheets. Sends confirmation, reminder, or expiration emails to all parties. Responds to the original webhook with a structured status message. Setup requirements Before activating this workflow, make sure to: Connect the contract request webhook to your intake form or system. Configure contract types and base terms as needed. Set up your e-signature provider webhook callback URL. Prepare Google Sheets for contract logging. Customize email me

Competitor Price Monitoring with AI-Powered Alerts What this workflow does This workflow automatically monitors competitor product prices on a scheduled basis, detects meaningful price changes, and delivers actionable alerts enriched with AI-powered competitive analysis. It compares current and historical price datasets, identifies increases, decreases, new products, and removals, and uses AI to assess market impact and recommend strategic actions. Alerts are intelligently routed to Slack or Email based on urgency, while all results are logged for auditing and trend analysis. This template is ideal for pricing teams, product managers, and competitive intelligence workflows that require timely, data-driven insights without manual monitoring. How it works Scheduled execution Runs on a configurable cron schedule (default: every 6 hours). Initializes a monitoring session with timestamps and tracking IDs. Price data collection Fetches current competitor pricing via HTTP APIs. Retrieves previous price snapshots from Google Sheets. Data normalization & comparison Normalizes current and historical data into a unified schema. Uses the Compare Datasets node to detect: New products Removed products Price increases or decreases Unchanged prices Change evaluation Calculates percentage price changes. Classifies severity: Urgent: ≥ 10% change Routine: 5–10% change No alert: < 5% or unchanged AI-powered analysis An AI agent evaluates competitive impact. Generates concise recommendations (match, hold, differentiate). Justifies urgency based on market implications. Smart alert routing Urgent changes are sent to Slack. Routine updates are sent via Email. All alerts and runs are logged in Google Sheets. Historical storage Updates price history for future comparisons. Maintains a complete monitoring audit trail. Setup requirements Before activating the workflow, configure the following: Replace the competitor price API endpoint with your own data source. Define product identifiers consistently (SKU, product ID, etc.). Configure Google Sheets documents and sheet names for: Price history Alert logs Monitoring logs Adjust alert thresholds or schedules as needed. Required credentials This workflow requires the following credentials to be set up in n8n: HTTP Header Auth** (for competitor price APIs) OpenAI** (for AI-based price analysis) Slack** (urgent alerts) Gmail** (routine email notifications) Google Sheets** (price history and logging) Customization ideas Add additional alert channels (Microsoft Teams, Discord, Webhooks). Extend AI analysis with competitor positioning or elasticity insights. Monitor multiple regions or currencies. Add dashboards using BI tools connected to Google Sheets. Trigger downstream pricing or promotion workflows automatically. Who this is for Pricing & revenue operations teams E-commerce and SaaS product managers Competitive intelligence analysts Growth and strategy teams needing real-time market awareness This template provides an end-to-end, scalable foundation for AI-assisted competitive price monitoring—turning raw price changes into actionable business decisions.

Description When a Zoom meeting ends, this workflow fires automatically — no manual action needed. It classifies every participant as On Time or Late, logs all attendance data to Google Sheets, and sends you one AI-written summary via Telegram. For every late joiner, a ClickUp follow-up task is created automatically so no one slips through the cracks. Built for team leads, trainers, and operations managers who run recurring Zoom meetings. What This Workflow Does Automatic attendance capture** — Receives the Zoom meeting.ended event via webhook and processes all participant data instantly, with zero manual input Late participant detection** — Classifies each attendee as Attended or Late based on a configurable join delay threshold (default: 5 minutes) 14-column Google Sheets log** — Saves every participant as one row including join time, leave time, time in meeting, join delay, and status AI-written Telegram summary** — GPT-4o-mini writes a professional attendance summary and sends it once per meeting directly to the host's Telegram Automated ClickUp follow-up tasks** — Creates one ClickUp task per late joiner with full meeting context, participant details, and a next-day due date Clean exit for on-time attendees** — Participants who joined on time bypass the task creation step with no noise or extra actions Setup Requirements Tools and accounts needed n8n instance (self-hosted or cloud) Zoom Marketplace account with a Webhook Only App configured Google account with Google Sheets access OpenAI account with API access (GPT-4o-mini) ClickUp account with API access Telegram Bot (via BotFather) Estimated Setup Time: 20–30 minutes Step-by-Step Setup Import the workflow — Open n8n, go to Workflows → Import from JSON, paste the workflow JSON, and verify all nodes are connected. Configure Zoom Webhook — In the 1. Webhook — Zoom Meeting Ended node, copy the webhook URL. Go to your Zoom Marketplace app, open your Webhook Only App, and paste the URL under the meeting.ended event subscription. Set your config values — Open 2. Set — Config Values and replace all six placeholders: YOUR_TELEGRAM_CHAT_ID — your Telegram chat ID (get it from @userinfobot) YOUR_GOOGLE_SHEET_ID — the ID from your Google Sheet URL (the long string between /d/ and /edit) Attendance Log — rename if your sheet tab has a different name YOUR HOST NAME — the name that appears in the Telegram summary 5 — change to your preferred late threshold in minutes YOUR_CLICKUP_LIST_ID — copy from your ClickUp list URL Connect Google Sheets — Open 4. Google Sheets — Log Participant Row and connect your Google Sheets OAuth2 credential. Authenticate via Google when prompted. Connect OpenAI — Open 7. OpenAI — GPT-4o-mini Model and connect your OpenAI API credential. Enter your API key from platform.openai.com. Connect ClickUp — Open 9. ClickUp — Create Late Participant Task and connect your ClickUp API credential. Enter your personal API token from ClickUp Settings → Apps. Connect Telegram — Open 12. Telegram — Send Meeting Summary and connect your Telegram Bot API credential. Enter the token from BotFather. Activate the workflow — Toggle the workflow to Active before running your next Zoom meeting. How It Works (Step by Step) Step 1 — Webhook: Zoom Meeting Ended When any Zoom meeting ends, Zoom sends a POST request to this webhook. This is the trigger that starts the entire workflow. No polling or manual action is needed — it fires the moment the meeting closes. Step 2 — Set: Config Values This step stores all six configuration values in one place — Telegram chat ID, Google Sheet ID, sheet tab name, host name, late threshold in minutes, and ClickUp list ID. You only set these once, and all downstream steps read from here automatically. Step 3 — Code: Extract and Classify Participants This step reads the full participant list from the Zoom payload. For each person, it calculates how many minutes after the meeting start they joined. If the delay exceeds the threshold, they are marked Late. Everyone else is marked Attended. This step outputs one item per participant — every step after this runs once per person. Step 4 — Google Sheets: Log Participant Row Every participant — regardless of status — is written as one row in your Google Sheet. The row includes 14 columns: meeting ID, topic, host email, date, start time, duration, participant name, email, join time, leave time, time in meeting, join delay in minutes, status, and the timestamp when the row was logged. Step 5 — IF: First Row Check This check gates the Telegram path. Only the first participant item passes through to the summary path (YES). All other participants go to the late-check path (NO). This prevents the host from receiving one Telegram message per attendee. Step 6 — AI Agent: Write Telegram Summary Using GPT-4o-mini, this step generates a concise, plain-text Telegram message for the host. The message covers the meeting topic, date, duration, participant counts, one observation about attendance quality, and one action suggestion. It is capped at 80 words and uses no markdown. Step 7 — OpenAI GPT-4o-mini Model This is the language model powering the AI Agent in Step 6. It runs with a max token limit of 200 and a temperature of 0.4 for consistent, professional output. Step 8 — Set: Prepare Telegram Fields Reads the AI-generated message and the Telegram chat ID, then packages them into a clean output ready to send. Step 9 — Telegram: Send Meeting Summary Sends the final AI-written message to the host's Telegram chat. This fires exactly once per meeting — not once per participant. Step 10 — IF: Is Participant Late? For every non-first participant, this check reads their status. If status equals Late (YES), they move to the ClickUp task step. If they joined on time (NO), they exit cleanly through the No Action step. Step 11 — ClickUp: Create Late Participant Task Creates one ClickUp task per late participant. The task name includes the participant's name and meeting topic. The task body includes full meeting context, participant details, join time, delay in minutes, time in meeting, and three pre-written action items. Due date is automatically set to the next day. Step 12 — Set: No Action Needed On-time participants exit here with a simple confirmation message. No task is created and no further action is taken. Key Features ✅ Zero-click attendance logging — The workflow fires automatically when Zoom ends; you never need to start it manually ✅ Configurable late threshold — Change one value in the config step to adjust what counts as late for your team ✅ One Telegram message per meeting — The first-row gate ensures the host gets one clean summary, not one message per attendee ✅ 14-column Google Sheets record — Every row is complete with time-in-meeting, join delay, and logged-at timestamp for easy reporting ✅ Pre-written ClickUp task body — Late participant tasks include context and three ready-to-act follow-up items out of the box ✅ Next-day due date on tasks — ClickUp tasks are automatically due 24 hours after the meeting ends ✅ GPT-4o-mini for cost efficiency — Telegram summaries use the lightweight model for fast, affordable generation Customisation Options Change the late threshold per meeting type — In 2. Set — Config Values, update lateThresholdMinutes to a higher value (e.g., 10) for longer or less structured meetings. Add email notification for late participants — After 9. ClickUp — Create Late Participant Task, connect a Gmail or SMTP node to automatically email the late participant a summary of what they missed. Log to multiple sheets by meeting topic — In 4. Google Sheets — Log Participant Row, use an expression to dynamically set the sheet tab name based on the meeting topic — one tab per recurring meeting type. Add a Slack notification alongside Telegram — Duplicate 12. Telegram — Send Meeting Summary and replace it with a Slack node to send the same summary to a team channel in addition to the host's personal Telegram. Increase task priority for participants who joined very late — In 9. ClickUp — Create Late Participant Task, add an IF check before the task node to set priority: 1 (urgent) if joinDelayMin exceeds 15 minutes. Filter out internal test accounts — Before 3. Code — Extract and Classify Participants, add a Code node that removes any participants matching test email domains so they don't pollute your sheet or trigger tasks. Troubleshooting Workflow not triggering when the meeting ends: Confirm the webhook URL from 1. Webhook — Zoom Meeting Ended is pasted correctly in your Zoom Marketplace app Verify the event subscription is set to meeting.ended specifically — not meeting.ended with a typo or a different event type Make sure the workflow is activated in n8n before the meeting starts Google Sheets rows not appearing: Check that the Sheet ID in 2. Set — Config Values is the correct ID from the sheet URL Confirm the sheet tab name matches exactly what is written in sheetName — it is case-sensitive Re-authenticate the Google Sheets OAuth2 credential if you recently changed Google account permissions Telegram message not sending: Verify the Telegram chat ID is correct — use @userinfobot in Telegram to retrieve it Confirm the Telegram Bot token in 12. Telegram — Send Meeting Summary is valid and has not been revoked via BotFather Make sure the bot has been added to the chat and has permission to send messages ClickUp tasks not being created: Check that the ClickUp list ID in 2. Set — Config Values is the correct list — not a space ID or folder ID Verify the ClickUp API credential is connected and the token has not expired If no participants are late in your test, the task node will not fire — use a threshold of 0 for initial testing AI summary is blank or returns an error: Confirm the OpenAI API key in 7. OpenAI — GPT-4o-mini Model is valid and has available credits Check that the credential is connected properly in n8n — reconnect and re-enter the key if needed Support Need help setting this up or want a custom version built for your team or agency? 📧 Email:info@isawow.com 🌐 Website:https://isawow.com

How it works: This workflow fetches sent campaign data from Brevo on a schedule, calculates key metrics (open rate, click rate, bounce rate), and stores results in Google Sheets. It then filters to a rolling 7-day window, runs an AI analysis to generate an executive summary with performance highlights and recommendations, and delivers a structured HTML report by email to stakeholders. Step-by-step: Data collection Schedule Trigger – Fires the workflow on your chosen day and time. HTTP Request (Brevo) – Fetches sent campaign data via the Brevo API. Transform Data – Calculates open rate, click rate, and bounce rate per campaign. Write to Google Sheets – Appends processed results to the historical database. Data preparation Read from Google Sheets – Retrieves the latest stored campaign records. Filter to 7-day window – Narrows data to the last 7 days for trend analysis. Aggregate Results – Summarises campaign performance across the window. AI analysis AI Summary Engine – Evaluates trends and generates an executive summary. LLM (Groq or alternative) – Provides the AI model for analysis. Format AI Output – Structures the summary for use in the report. Report delivery Build HTML Report – Compiles metrics, highlights, and recommendations into a styled email. Send via Gmail – Delivers the final report to stakeholder recipients. Why use this? Automates the full reporting lifecycle from data pull to inbox delivery. Surfaces top-performing campaigns and list health issues without manual review. Keeps a growing historical database for long-term trend tracking. Easily adjustable reporting window, thresholds, and notification channels. Works with any AI provider — swap Groq for any compatible LLM.

How It Works Automates daily real estate market opportunity analysis by aggregating MLS listings, public property records, demographic information, and macroeconomic indicators, applying GPT-4 for investment evaluation, assessing investment thresholds, and notifying investors of high-potential properties. Simultaneously collects MLS data, public records, demographic profiles, and economic metrics, consolidates the datasets, applies GPT-4 to perform comprehensive investment analysis including ROI projections and risk assessment, calculates key financial metrics via an investment calculator, validates opportunities against predefined thresholds, and sends alerts to acquisition teams and investors through email and Slack. Designed for real estate investors and property acquisition firms seeking automated, data-driven investment insights. Setup Steps Connect MLS data provider, public records database, and demographic data source APIs. Configure OpenAI GPT-4 API for investment analysis and opportunity scoring. Set up investment calculator integration and ROI calculation parameters. Connect Gmail and Slack for team notifications; define investment thresholds. Prerequisites MLS data access; public records database; demographic data provider; macroeconomic data source Use Cases Real estate investment firms automating deal sourcing across markets; Customization Adjust investment analysis criteria and thresholds Benefits Identifies investment opportunities automatically

How It Works Automates financial risk evaluation by intelligently consolidating information from five critical sources: financial, operational, legal, insurance, and regulatory systems. Hourly triggers enable continuous, AI-driven risk assessment using the OpenRouter Chat Model, producing dynamic risk scores while simultaneously identifying emerging compliance gaps and potential exposure areas. High-risk findings automatically initiate corrective actions, trigger secondary investigations, and send real-time alerts through Slack notifications as well as investor email updates. Designed for financial institutions, compliance teams, risk managers, and investment firms, it provides continuous, scalable, and fully data-driven monitoring of risk across complex regulatory and operational environments. Setup Steps Configure hourly/daily schedule trigger. Authenticate all five data APIs. Set OpenRouter credentials. Configure Slack webhook. Set Gmail for email distribution. Define risk thresholds and compliance rules. Prerequisites OpenRouter API key, five data source APIs, Slack access, Gmail account, investor contacts Use Cases Banking risk audits, insurance compliance monitoring, portfolio risk tracking Customization Swap AI models, modify data sources, adjust thresholds Benefits 90% faster risk assessment, eliminates manual aggregation

A hands-free travel planning assistant that accepts voice messages via WhatsApp and Telegram, understands natural language travel requests, searches across multiple providers, and automatically books to your calendar with smart recommendations. How it works Voice Message Reception - WhatsApp/Telegram webhooks capture incoming voice notes and calls Audio Transcription - Converts voice to text using OpenAI Whisper or Google Speech-to-Text Intent Classification - Claude AI analyzes the request to determine travel intent and parameters Context Enrichment - Pulls user preferences, past trips, and budget profiles from database Multi-Source Travel Search - Queries flights (Skyscanner), hotels (Booking.com), activities in parallel Smart Filtering & Ranking - AI applies user preferences, budget constraints, and optimal timing Natural Response Generation - Claude crafts conversational voice-friendly responses Calendar Auto-Add - Creates Google Calendar events with travel details and reminders Voice Response Delivery - Sends text + voice message back via original messaging platform Confirmation & Booking Links - Provides quick-action buttons for booking or modifying search Proactive Follow-ups - Sends price drop alerts and departure reminders Multi-Turn Conversation - Maintains context for refinement requests Setup Steps Import workflow into n8n Configure credentials: Anthropic API - Claude AI for NLP and response generation OpenAI API - Whisper for voice transcription WhatsApp Business API - Voice message reception and sending Telegram Bot API - Alternative messaging platform Google Calendar API - Automatic event creation Flight Search API - Skyscanner, Amadeus, or Kiwi.com Hotel API - Booking.com or Hotels.com partner API Google Sheets - User preferences and conversation history MongoDB or PostgreSQL - Conversation state management Set up WhatsApp Business account and webhook Create Telegram bot via @BotFather Configure Google Calendar shared calendar for travel Populate user preferences sheet with defaults Set API keys for travel search providers Activate workflow and test with sample voice message Sample Voice Requests Simple Flight Search: "Hey, find me cheap flights to Paris next month" Complex Multi-City: "I need to go to Tokyo in March for a week, then Bangkok for 3 days, budget is $2000 total" Hotel Only: "Book a hotel in Barcelona for May 15th to 20th, somewhere near the beach under $150 per night" Full Package: "Plan a romantic weekend in Santorini for our anniversary in June, nice hotel with sunset view, under $3000 for two people" Activity Search: "What are the best things to do in Amsterdam for 3 days, we like museums and food tours" Calendar Query: "When am I flying to London next month? And can you add a reminder 2 days before?" Voice Message Webhook Payload { "platform": "whatsapp", "messageId": "wamid.ABC123XYZ", "from": "+15551234567", "timestamp": 1735804800, "type": "audio", "audio": { "id": "audio_id_12345", "mimeType": "audio/ogg", "sha256": "abc123...", "duration": 15, "url": "https://media.whatsapp.com/audio/abc123" }, "context": { "conversationId": "conv-user-001", "previousMessageId": null } } Enterprise Features Voice Intelligence: Multi-language transcription (30+ languages) Accent-adaptive recognition Background noise filtering Speaker emotion detection for urgency Smart Travel Search: Multi-provider aggregation (flights, hotels, activities) Real-time price comparison Flexible date search (±3 days optimization) Budget-aware filtering Loyalty program integration AI-Powered Personalization: Learns from past bookings and preferences Remembers dietary restrictions, seating preferences Adapts to budget patterns Suggests destinations based on season and interests Proactive Assistance: Price drop alerts for saved searches Flight delay notifications Weather warnings before departure Packing list generation Travel insurance reminders Calendar Intelligence: Conflict detection with existing events Travel time buffer insertion Timezone-aware scheduling Shared calendar support for group trips Automatic itinerary attachment Security & Privacy: End-to-end encryption for voice messages PII redaction in logs Secure credential storage GDPR-compliant data handling User data deletion on request Multi-Platform Support: WhatsApp Business Telegram Facebook Messenger SMS fallback Web widget integration

How it works This workflow will trigger upon new mail in your gmail inbox and will automatically apply existing labels OR identify, create, then apply up to 5 new labels. This is currently set up to run using a OpenAI endpoint which I have set up connected to my local llama.cpp server running. After your email is done labeling, the workflow will send you a nice notification in your discord channel! Set up Instructions This workflow requires a Gmail OAuth account credential with the ability to create labels and label messages [OPTIONAL] You can create a Discord Bot Account which connects with a Bot Token which will summarize the email and show you which labels were created and added in the workflow. You might want to tweak the prompts a bit based on how detailed you want your labels. I've found after running it for a bit that the labels that get created mostly encompass everything I want. Workflow Hints The workflow works in 5 phases Phase 1:** Find existing Gmail labels as options for the LLM to choose from. Phase 2:** LLM chooses labels or defines new ones Phase 3:** Create additional Gmail labels if needed Phase 4:** Label the message with newly created and existing labels Phase 5:** Rewrite and send a message notification via Discord. Screenshot 1: Note: colors are my own Screenshot of notification sent via discord Model Tips I set this up to run completely using offline models. I had good success with Llama.cpp server with gpt-oss-20B and with a bit more tweaking could get it to work with a smaller gemma3-4b model mostly likely as well. The whole workflow runs in about 5-10 seconds on my Blackwell Nvidia GPU. Probably would be a few seconds slower on an older piece of hardware.

Transform month-end reporting from manual drudgery to automated intelligence - automatically pull P&L data from accounting systems, detect financial anomalies, generate AI-powered insights, calculate health scores, and distribute professional reports with conditional CFO review and smart team alerts. What This Workflow Does Revolutionizes financial reporting with intelligent automation, anomaly detection, and AI-powered analysis: Scheduled Monthly Automation** - Runs automatically on 1st of each month at 9 AM, eliminating manual trigger requirements Dual Period Data Fetching** - Pulls current and previous month P&L data from accounting systems for comparative analysis Automatic Period Calculation** - Intelligently calculates reporting dates for current month and comparison period Smart Data Validation** - Merges and validates financial data from multiple sources ensuring calculation accuracy Growth Rate Analysis** - Automatically calculates month-over-month growth for revenue, expenses, and net income Intelligent Anomaly Detection** - Flags revenue changes >20%, expense growth >15%, and budget variances >25% Financial Health Scoring** - Computes 0-100 health score based on profitability, growth, expenses, and anomaly count AI-Powered Executive Insights** - Generates CFO-level summaries, identifies top concerns, provides actionable recommendations Budget Variance Analysis** - Detailed tracking of budget vs actual with percentage variances by expense category Conditional CFO Review** - Routes reports with health scores <50 or 3+ anomalies through executive approval Professional Report Design** - Creates color-coded reports with health banners, metric cards, and anomaly alerts AI Insights Section** - Prominently displays executive summary, key insights, and recommended actions Anomaly Alert Display** - Visual severity badges (high/medium) with detailed anomaly descriptions Comparative P&L Statements** - Side-by-side current vs previous period with growth percentages PDF Conversion** - Transforms HTML into print-ready, board-presentation quality PDF reports Google Drive Archival** - Automatically saves reports to organized folders with searchable filenames by period Automated Email Distribution** - Sends reports to stakeholders (CEO, CFO, Board) with AI insights in email body Context-Aware Notifications** - Critical Slack alerts for health <60, standard notifications for healthy financials Multi-Currency Support** - Handles USD, EUR, GBP with proper currency symbols and formatting Fiscal Year Tracking** - Organizes reports by fiscal year with period identification and report ID tracking Key Features Proactive Anomaly Detection**: Automatically flags unusual financial patterns before they become major issues using configurable thresholds AI Financial Analysis**: GPT-4 generates executive summaries, identifies top 3 concerns, and provides 2-3 actionable recommendations Health Score Algorithm**: 0-100 scoring system weighing profitability (+20), revenue growth (+15), expense control (+10), and anomaly absence (+5) Smart Routing Logic**: Critical issues (health <50 or 3+ anomalies) trigger CFO review, healthy reports auto-distribute Visual Health Indicators**: Color-coded banners (green/yellow/red) instantly communicate financial status Severity-Based Alerts**: High-severity anomalies get urgent Slack notifications, normal reports get standard updates Comparative Analytics**: Side-by-side period comparison showing dollar amounts and percentage changes Budget Compliance Tracking**: Highlights categories over/under budget with color-coded variance indicators Automated Commentary**: AI-generated insights eliminate manual analysis and report writing Real-Time Data Integration**: Fetches live data from accounting APIs ensuring reports reflect latest financials Conditional Workflows**: Different paths for critical vs healthy financials ensuring appropriate oversight Professional Formatting**: Board-ready reports with company branding, metric dashboards, and executive summaries Perfect For CFO Offices** - Automated monthly reporting with AI insights for board presentations and investor updates Finance Departments** - Eliminate 4-6 hours of manual report creation and variance analysis Controllers** - Proactive budget monitoring with automatic anomaly detection and alerts Accounting Firms** - Scalable client reporting with AI-generated commentary and insights Private Equity** - Portfolio company monitoring with health scoring and automated distribution Investment Firms** - Standardized reporting across portfolio companies with comparative analytics Small Business Owners** - Executive-level insights without hiring a full-time CFO Nonprofit Organizations** - Board reporting with budget variance tracking for grants and donations Startups** - Investor updates with professional formatting and AI-powered analysis Corporate Finance Teams** - Monthly business reviews with automated data compilation and presentation What You Will Need Required Integrations Accounting System API** - QuickBooks, Xero, FreshBooks, or custom REST API for P&L data extraction (API credentials required) HTML to PDF API** - PDF conversion service (API key required) - approximately 1-5 cents per report OpenAI API** - GPT-4 access for AI insights generation (API key required) - approximately 5-10 cents per report Gmail or SMTP** - Email delivery service for distributing reports to stakeholders Google Drive** - Cloud storage for report archival and compliance record-keeping Optional Integrations Slack Webhook** - Finance team notifications with metrics and alert levels based on health scores CRM Integration** - Link to customer data for revenue attribution and customer segment analysis Data Warehouse** - Connect to Snowflake, BigQuery for consolidated multi-source reporting Business Intelligence Tools** - Export data to Tableau, Power BI for deeper trend analysis Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure Accounting API - Update "Fetch Current P&L" and "Fetch Previous P&L" nodes with your accounting system API endpoint and credentials Set Schedule - Adjust "Schedule Monthly" trigger if needed (default: 1st of month, 9 AM) Setup OpenAI - Add OpenAI API credentials to "AI Financial Insights" node for automated analysis Configure PDF Service - Add HTML to PDF API credentials in the "HTML to PDF" node Setup Gmail - Connect Gmail OAuth2 credentials and update sender email in "Send to Stakeholders" node Connect Google Drive - Add Google Drive OAuth2 credentials and set folder ID for report archival in "Save to Google Drive" node Customize Company Info - Edit "Prepare Report Data" node with your company name, logo URL, fiscal year, and prepared by information Configure Stakeholders - Update stakeholder list with actual recipient names and email addresses for automated distribution Set Anomaly Thresholds - Adjust detection thresholds in "Analyze Financial Data" node if your business requires different sensitivity levels Configure Slack - Add Slack webhook URLs in "Alert - Critical" and "Notify - Standard" nodes for team notifications Test Workflow - Run manually with sample data to verify API connections, calculations, AI insights, and PDF generation Monitor First Run - Check first automated execution on the 1st to ensure accounting data pulls correctly Customization Options Anomaly Thresholds** - Adjust revenue (default 20%), expense (default 15%), and variance (default 25%) sensitivity levels Health Score Weights** - Modify scoring algorithm bonuses for profitability, growth, expense control, and anomaly absence AI Prompt Engineering** - Customize AI instructions to focus on specific financial metrics or industry concerns Report Templates** - Create different HTML designs for monthly vs quarterly vs annual reports Multi-Department Reporting** - Generate separate reports for each business unit with department-specific budgets Custom Metrics** - Add industry-specific KPIs like EBITDA, burn rate, runway, CAC, LTV, ARR, MRR Chart Integration** - Add revenue trend charts, expense pie charts using Chart.js or D3.js libraries Drill-Down Links** - Embed links to detailed transaction reports in accounting system for deeper analysis Year-Over-Year Comparisons** - Extend to include YoY analysis alongside month-over-month comparisons Forecast Integration** - Add forecast vs actual comparisons with variance explanations and revised projections Cash Flow Statements** - Extend to include operating, investing, financing cash flows and balance sheet summaries Scenario Analysis** - Add best case, worst case, and expected case financial projections for decision modeling Multi-Currency Consolidation** - Aggregate financial data from international entities with exchange rate conversions Approval Workflows** - Add multi-level review and approval steps before distribution to board or investors Alert Escalation** - Configure progressive alerts to VP Finance, CFO, CEO based on severity and response time Expected Results 95% time savings** - Reduce monthly reporting from 4-6 hours to 15 minutes of automated execution 100% calculation accuracy** - Eliminate manual errors in growth rates, variances, and health scoring Proactive issue detection** - Identify financial anomalies on day 1 instead of discovering them mid-month Executive-level insights** - AI generates CFO-quality analysis without requiring finance expertise Faster decision making** - Stakeholders receive reports with actionable recommendations on 1st of month Improved oversight** - Conditional CFO review ensures critical issues get executive attention Reduced fire drills** - Anomaly detection prevents surprises in board meetings or investor calls Better budget control** - Immediate visibility into 25%+ variances enables faster corrective action Enhanced credibility** - AI-powered insights and professional reports improve stakeholder confidence Scalable intelligence** - Handle 10x more entities without additional analysts or manual work Compliance automation** - Automated archival with report IDs meets audit and regulatory requirements Strategic focus shift** - Finance team shifts from manual reporting to strategic planning and analysis Pro Tips Validate API Connections** - Test accounting system API calls before month-end to avoid production failures Customize AI Context** - Tailor AI prompts with your industry terminology and specific concerns for better insights Set Realistic Thresholds** - Adjust anomaly detection based on your business volatility and acceptable variance Review First AI Output** - Validate AI insights quality in first few runs and refine prompts as needed Schedule Buffer Time** - Run workflow after accounting close is complete to ensure data accuracy Test Alert Routing** - Verify CFO review emails trigger correctly for critical health scores Archive Systematically** - Organize Drive folders by fiscal year and report type for easy retrieval Monitor Health Trends** - Track health scores over time to identify improving or declining financial patterns Document Anomalies** - Keep log of flagged anomalies and corrective actions for continuous improvement Customize for Audience** - Different stakeholder lists for internal management vs board vs investors Version Control Reports** - Use report ID and timestamps in filenames for easy version tracking Benchmark Thresholds** - Compare your anomaly thresholds against industry standards and adjust accordingly Secure Sensitive Data** - Use encrypted email or secure portal for highly confidential financial reports Regular Threshold Review** - Quarterly review and adjust detection thresholds based on false positive rates AI Insight Validation** - Spot-check AI recommendations against CFO analysis to ensure quality Business Impact Metrics Track these key metrics to measure workflow success: Report Generation Time** - Average minutes from trigger to stakeholder inbox (target: under 15 minutes) Anomaly Detection Rate** - Percentage of financial issues flagged by workflow vs manually discovered (target: >80%) AI Insight Quality** - CFO rating of AI recommendations usefulness on 1-5 scale (target: 4+) Health Score Accuracy** - Correlation between health scores and actual financial performance outcomes False Positive Rate** - Percentage of flagged anomalies that were not actual issues (target: <20%) CFO Review Efficiency** - Time saved on critical issue analysis with pre-flagged anomalies and AI insights Distribution Timeliness** - Days after month close when stakeholders receive report (target: day 1) Finance Team Productivity** - Hours saved monthly on reporting and analysis (typical: 20-30 hours) Budget Adherence** - Improvement in staying within budget after implementing proactive variance alerts Decision Response Time** - Days from anomaly detection to management corrective action Report Accuracy** - Percentage of reports with calculation errors (target: 0%) Stakeholder Satisfaction** - Survey rating on report clarity, insights, and actionable recommendations (target: 4.5/5) Template Compatibility Compatible with n8n version 1.0 and above Works with n8n Cloud and Self-Hosted instances Requires OpenAI API access (GPT-4 recommended for best insights) Requires HTML to PDF API service subscription Requires accounting system with REST API (QuickBooks, Xero, FreshBooks, or custom) No coding required for basic setup Fully customizable for industry-specific requirements Integrates with major accounting platforms via API Multi-currency support built-in Supports monthly reporting cycles (extendable to quarterly/annual) Ready to transform your financial reporting? Import this template and start generating intelligent financial reports with AI-powered insights, automatic anomaly detection, health scoring, and conditional CFO review - freeing your finance team to focus on strategic decision-making instead of manual number-crunching and report writing!