Workflow Templates

Description Automate your team's daily stand-ups with AI-powered morning briefs, directly pulled from ClickUp tasks and shared via Slack and Gmail every morning. ☀️📋💬 What This Template Does Triggers automatically at 9:15 AM each morning via cron. ⏰ Fetches the latest sprint and all active or due-today tasks from ClickUp. Categorizes tasks by status, priority, and assignee for clear visibility. Uses Azure OpenAI GPT-4o to generate a detailed, structured morning summary. Formats the AI summary into a clean HTML email and a Slack post. Sends automated updates to Gmail and Slack channels. Includes real-time error detection and Slack alerts for quick debugging. Key Benefits ✅ Eliminates manual stand-up prep by generating AI-driven daily reports. ✅ Keeps teams aligned with clear task summaries and blocker tracking. ✅ Automatically distributes updates across Slack and Gmail. ✅ Provides HTML-formatted emails and Slack markdown summaries. ✅ Reduces time spent on daily check-ins and sprint reviews. Features Fully automated daily scheduling using cron triggers. Real-time task fetching and categorization from ClickUp. GPT-4-powered summarization for executive-style briefs. Responsive HTML email builder for beautiful reports. Slack integration for quick, shareable updates. Error handling with dedicated Slack notifications. Requirements ClickUp OAuth2 credentials for task access. Azure OpenAI GPT-4o API credentials for summary generation. Slack API credentials for channel posting. Gmail OAuth2 credentials for sending email reports. Target Audience Project managers and team leads needing automated daily briefings 👩‍💼 Development teams using ClickUp for sprint and task tracking 💻 Agencies or operations teams coordinating across tools 🔄 Remote teams seeking quick alignment and productivity boosts 🌍 Step-by-Step Setup Instructions Connect your ClickUp account via OAuth2 and update Team, Space, and Folder IDs. ⚙️ Add Azure OpenAI GPT-4o credentials for AI summary generation. 🤖 Configure Slack OAuth2 credentials and set the target channel ID. 💬 Connect Gmail OAuth2 and define recipient email addresses. 📧 Customize the schedule trigger time (default: 9:15 AM). 🕒 Test the workflow to verify proper data retrieval and message delivery. 🚀

AI-Powered Product-Qualified Lead (PQL) Scoring & Sales Routing One-Line Description Automatically score product usage signals from Amplitude cohorts and route hot leads to sales with enriched context. Detailed Description What it does: This workflow transforms behavioral data into sales-ready leads by instantly detecting when users hit your PQL threshold, enriching their profile with company intelligence, and using AI to score their conversion potential. Hot leads are routed directly to sales with personalized conversation starters, while warm and cold leads enter appropriate nurture sequences. Who it's for: Product-led growth (PLG) teams** bridging the gap between product adoption and sales conversion Sales development teams** needing real-time alerts on high-intent users with actionable context Revenue operations professionals** optimizing lead handoff processes between product and sales Key Features: Real-time PQL detection** - Triggers instantly when users enter Amplitude behavior cohorts, eliminating manual lead review Multi-source enrichment** - Combines product usage data with company intelligence from People Data Labs and AI-powered research AI-driven scoring** - Evaluates usage intensity, ICP fit, intent signals, and timing to produce 0-10 lead scores with breakdown reasoning Smart routing logic** - Automatically categorizes leads as hot (8-10), warm (5-7), or cold (0-4) for appropriate follow-up workflows Sales enablement context** - Provides conversation starters, key insights, red flags, and handoff recommendations tailored to each lead Customizable criteria** - References external Google Doc for PQL rules, allowing non-technical teams to update scoring logic How it works: Trigger: Amplitude fires webhook when user enters predefined PQL cohort based on product usage patterns Enrichment: Pulls company data from People Data Labs and conducts AI research on company stage, tech sophistication, and budget indicators AI Scoring: Agent evaluates combined usage + enrichment data against ICP criteria stored in Google Docs, producing structured scoring output Routing: High-scoring leads (hot) generate formatted Slack alerts for immediate sales outreach; warm/cold leads could trigger email sequences (not shown in this template) Setup Requirements Prerequisites: Amplitude account** with cohort webhook capability (Growth plan or higher) People Data Labs API key** for company/person enrichment (paid credits required) Perplexity API** for AI-powered company research Anthropic Claude API** for PQL scoring logic Google Gemini API** for Slack message formatting Slack workspace** with OAuth app configured for posting messages Google Docs** containing your PQL criteria and ICP definition (publicly readable or authenticated access) Estimated Setup Time: 45-60 minutes including API credential configuration, Amplitude cohort definition, and PQL criteria document creation Installation Notes Amplitude cohort setup**: Define your PQL cohort using behavioral criteria (e.g., "Users who viewed 5+ pages AND invited team members in last 7 days"). Configure webhook to fire on cohort entry. PQL criteria document**: Create a Google Doc outlining your scoring components (usage intensity factors, ICP requirements, intent signals). Update the Google Docs Tool node with your document URL. Free email filtering**: The workflow includes logic to flag free email domains (Gmail, Yahoo, etc.) which you may want to route differently Testing tip**: Use Amplitude's "Test Webhook" feature to send sample payloads before going live Customization Options Replace People Data Labs** with Clearbit, Apollo, or other enrichment providers by swapping the HTTP Request node Add CRM integration** to automatically create opportunities or update lead scores in Salesforce/HubSpot Extend routing paths** by adding branches for warm/cold leads (e.g., trigger email sequences via Customer.io, Braze) Adjust scoring weights** by modifying the AI agent prompt or criteria document without touching workflow logic Multi-channel alerts** by duplicating output nodes to send to email, SMS, or CRM tasks in addition to Slack Category Sales Tags amplitude pql product-qualified-leads sales-automation lead-scoring enrichment people-data-labs slack-notifications ai-scoring revenue-operations Use Case Examples SaaS PLG companies**: Automatically escalate free trial users who hit usage milestones (API calls, integrations connected, team invites sent) to sales for upgrade conversations Developer tools**: Identify enterprise-ready accounts based on team size growth, deployment patterns, and GitHub integration usage, routing to enterprise sales team B2B marketplaces**: Surface buyers showing high-intent behavior (multiple searches, saved items, pricing page views) to account executives with company context for proactive outreach

Customer Feedback Loop Analyzer (n8n Automated Workflow) This workflow automates the process of collecting customer feedback from forms and emails, analyzes it using AI, classifies it by category and sentiment, logs it into Google Sheets, and routes it to the right communication channels like Slack or email. It closes the feedback loop efficiently by ensuring every review is categorized, tracked, and acted upon. Who’s it for Product managers wanting structured customer insights Customer support teams needing fast issue routing Engineering teams who want to be alerted to bugs quickly Growth & UX teams tracking feature requests and usability feedback Any business managing customer feedback at scale How it works Form submission trigger captures reviews submitted via customer review forms. Gmail trigger listens for new feedback emails. Extract details (Code node) parses sender details and extracts the actual review text. AI node (LLM) summarizes the feedback, determines sentiment, and classifies it (Bug, Feature Request, UX Issue, Other). Google Gemini (optional) provides advanced classification/summarization. Google Sheets node logs all structured feedback for historical tracking. Switch node routes feedback into separate flows by category. Slack node instantly notifies the team of critical feedback (e.g., Bugs). Email node sends reports to relevant stakeholders (e.g., Feature Requests to product managers). How to set up Import the workflow JSON into your n8n instance. Connect credentials for: Gmail (for receiving/sending feedback) Google Sheets (for logging reviews) Slack (for real-time team alerts) Configure your Google Sheet (columns for Date, Reviewer, Sentiment, Category, Feedback). Adjust the AI node prompt to reflect your team’s preferred categories. Set Slack channels and email recipients for notifications. Activate workflow. Requirements n8n (cloud or self-hosted) Gmail API access (OAuth2 connected in n8n) Google Sheets API access Slack webhook or OAuth connection (Optional) Google Gemini or another LLM integration How to customize Modify the AI prompt to classify into different categories (e.g., “Support Issue”, “Billing Problem”). Extend the Google Sheet schema to include product version, tags, or priority scores. Add a translation step if feedback is multilingual. Replace Slack notifications with Teams/Discord if needed. Connect to Jira or Trello to auto-create tasks for certain categories. Add-ons Sentiment-based alerts**: Trigger Slack notifications only if sentiment is negative. Monthly report generator**: Compile all feedback into a PDF and email it automatically. CRM integration**: Sync categorized feedback into HubSpot or Salesforce. Auto-response emails**: Acknowledge receipt of customer feedback via Gmail. Use Case Examples SaaS product team routes all Bug feedback directly to engineering Slack channel. UX team receives only “UX Issue” categorized feedback for design improvements. Marketing team logs Feature Requests into Google Sheets for roadmap prioritization. Customer support automatically responds with a thank-you email for all submissions. Common Troubleshooting | Issue | Possible Cause | Solution | | ------------------------ | ----------------------------------------- | ----------------------------------------------------- | | Workflow doesn’t trigger | Gmail/Form node not authenticated | Reconnect Gmail / check webhook form integration | | No data extracted | Code node parsing wrong field | Update regex/parsing logic to match email format | | AI classification fails | Invalid LLM credentials or quota exceeded | Reconnect LLM node / check usage limits | | Feedback not logged | Wrong Google Sheet ID or missing sharing | Verify Sheet ID and grant access to connected account | | Slack messages not sent | Invalid webhook or channel not found | Reconfigure Slack node with valid channel/webhook | | Email reports fail | Gmail OAuth token expired | Refresh Gmail credentials in n8n | Need Help? Our n8n automation experts at WeblineIndia can help you: Fine-tune the AI prompts for better categorization accuracy Build custom dashboards from your Google Sheet data Add multilingual feedback handling Connect to your ticketing system (Jira, Trello, Asana) for seamless issue tracking

Never miss a competitor price change again. This advanced workflow automates the most difficult aspect of market monitoring: intelligently extracting structured pricing data from complex, dynamic competitor websites and comparing it against your historical baseline. It sends instant, conditional alerts only when a significant price shift is detected. The workflow uses Decodo for dynamic scraping, Gemini for reliable data parsing, and Google Sheets for robust historical state management. ✨ Key Features AI-Powered Extraction:* Uses *Gemini 2.5 Flash** to analyze raw, noisy website HTML and output a clean JSON array of plan names, prices, and features, bypassing brittle CSS selectors. Historical Comparison:** Automatically retrieves the price from the previous workflow run and calculates the percentage difference (diff) for every single plan item. Edge Case Handling:* Includes specific code logic to prevent errors and flag crucial events like a *"Free-to-Paid"** plan transition (division by zero). Conditional Alerting:** Sends immediate Slack notifications only when the price change exceeds your predefined percentage threshold. State Management:* Uses Google Sheets to automatically *shift data** (Current Price $\rightarrow$ Old Price) to maintain the historical baseline for the next scheduled execution. ⚙️ How it Works (The Monitoring Loop) Setup & Sourcing: The workflow is executed on a schedule, defining the global alert threshold and retrieving the list of target URLs from a Google Sheet. Scraping (Dynamic): Decodo runs with JavaScript rendering ON to fetch the complete, dynamic HTML of the pricing page. AI Structuring: Gemini receives the raw HTML and uses a strict System Prompt to extract a clean JSON array of all pricing plans. Comparison & Calculation: A Code Node parses the current plan list and the list from the previous run (stored in Sheets). It calculates the percentage change for every matching plan. Alert Decision: An If Node checks the calculated change against the threshold. If the condition is met, the filtered alert proceeds to Slack. Data Shift & Log: The final Sheets Update node shifts the current plan data to the "Last Plans" column and moves the previous "Last Plans" to the "Old Plans" column, setting the new baseline for the next scheduled check. 📥 Decodo Node Installation The Decodo node is used three times in this workflow for precision scraping and searching. Find the Node: Click the + button in your n8n canvas. Search: Search for the Decodo node and select it. Credentials: When configuring the first Decodo node, use your API key (obtained with the 80% discount coupon). 🎁 Exclusive Deal for n8n Users To run this workflow, you require a robust scraping provider. We have secured a massive discount for Decodo users: Get 80% OFF the 23k Advanced Scraping API plan. Coupon Code: ATTAN8N Sign Up Here: Claim 80% Discount on Decodo 🛠️ Setup Instructions Credentials: Obtain API keys for Decodo (using the coupon below), Google Sheets, and Slack. Google Sheets Setup: Create a sheet with the following required columns for tracking (one row per URL): Name URL Old Plans (JSON String) Last Plans (JSON String) Updated At (Date) Global Configuration: Open the Config: Alert Parameters node to set your alert_threshold (e.g., 10). I understand. To complete the final template description for your Competitor Price Monitoring workflow, here is the dedicated How to Adapt the Template section, focusing on functional changes a user can make for advanced monitoring. ➕ How to Adapt the Template The workflow is currently configured for maximum efficiency and stability. To expand its functionality or change its dependencies, you can implement the following adaptations: Change Database for Storage:* Replace the *Google Sheets* nodes with *Airtable* or *Notion** nodes for historical storage. Since your comparison logic relies on the JSON string being saved and retrieved, you will only need to change the read/write operations (the Code logic remains the same). Change Alert Channel:* Easily swap the *Slack* node with a *Gmail, **Discord, or Pushover node to deliver critical price alerts to a different team or application. Dynamic Thresholds:* Modify the *Config: Alert Parameters* to include separate fields for price *increases (e.g., alert_increase_threshold) and price decreases (e.g., alert_decrease_threshold), allowing you to track competitor sales differently than price hikes. Advanced Price Filtering:* Adjust the code logic in *Code: Isolate Pricing Section** to target specific currency symbols (e.g., €, £) or to filter out prices that appear to be marked as promotional (e.g., text containing "SALE" or "Discount"). Add Advanced Alert Reporting:* Instead of sending a simple Slack message, use the full list of price_diffs (which contains all plans) to generate a consolidated daily *CSV report* or a professional *HTML email** summarizing all movements, even those below the alert threshold.

How it works This workflow monitors Meta Ads and Google Ads campaigns on a daily schedule to detect performance drops. It fetches yesterday’s campaign data, standardizes metrics, and calculates CTR and ROAS against fixed benchmarks. Campaigns that fall below thresholds are flagged automatically. Alerts are then sent across multiple channels and all results are logged in Google Sheets for tracking. Step-by-step Step 1: Fetch ad performance data** Schedule Trigger (Daily Ad Check2) – Runs the Meta Ads performance check at the scheduled time. HTTP Request (Fetch Meta Ads Data) – Retrieves campaign metrics from the Meta Ads API. Set (Set Benchmarks) – Normalizes Meta Ads data and assigns platform details. Schedule Trigger (Daily Ad Check3) – Runs the Google Ads performance check at a separate scheduled time. Google Ads (Get many campaigns) – Fetches campaign performance data from Google Ads. Set (Set Benchmarks4) – Normalizes Google Ads data and assigns platform details. Step 2: Detect performance drops** Code (Detect Performance Drop) – Calculates CTR and ROAS, compares them with predefined benchmarks, and flags drops. If – Filters only campaigns where a performance drop is detected. Split In Batches (Loop Over Items) – Processes each affected campaign individually. Step 3: Alert and log results** WhatsApp (Send message1) – Sends instant WhatsApp alerts for critical visibility. Slack (Send a message) – Posts detailed alerts to a Slack channel. Gmail (Send a message4) – Sends email notifications with full campaign metrics. Code (Code in JavaScript) – Recombines campaign data after notifications. Wait (Wait1) – Ensures alert delivery before logging. Google Sheets (your-google-sheets-name) – Appends or updates campaign records for reporting and audit history. Why use this? Catch CTR and ROAS drops before ad spend is wasted. Monitor Meta Ads and Google Ads in a single automated flow. Notify teams instantly via WhatsApp, Slack, and Email. Keep a centralized performance log for analysis and reporting. Reduce manual checks with consistent daily monitoring.

🚀 AI Facebook Post Generator - Complete Setup Guide > Transform your content ideas into viral Facebook posts with AI-powered automation in just 30 minutes! 📋 Prerequisites Checklist What you'll need before we start: ✅ n8n instance (cloud or self-hosted) ✅ Facebook Business Page (not personal profile) ✅ Google account with Sheets & Gmail access ✅ Basic understanding of API credentials ⏱️ Estimated Setup Time: 30-45 minutes 🎯 Difficulty Level: Intermediate 💰 Cost: Free tier available for all services 🎨 What You'll Build By the end of this guide, you'll have: 📝 Smart Content Form - Web form that captures your ideas 🤖 AI Content Optimizer - Gemini AI that polishes your writing 🖼️ Auto Image Generator - Custom visuals created automatically 📊 Content Tracker - Google Sheets logging for analytics 📱 Facebook Publisher - Direct posting to your page 📧 Success Notifications - Email confirmations with post links 🔧 Step-by-Step Setup Step 1: 📘 Facebook Integration Setup 🔸 1.1 Create Your Facebook App Why this matters: This gives your workflow permission to post on your behalf. Navigate to Facebook Developers 🌐 Click "My Apps" → "Create App" Select "Business" as your app type App Name: AI-Content-Poster (or your preferred name) Hit "Create App" > 💡 Pro Tip: Choose a descriptive name - you'll see this in your Facebook activity logs 🔸 1.2 Configure App Settings In your app dashboard: "Add a Product" Find "Facebook Login" → "Set Up" Navigate to Settings → Basic App Domains: Add app.n8n.cloud (for n8n cloud users) Save changes ✅ 🔸 1.3 Generate Your Page Access Token This is the key that unlocks posting powers! 🔑 Go to Tools → Graph API Explorer Select your newly created app Click "Generate Access Token" Required Permissions: pages_manage_posts pages_read_engagement pages_show_list Select your target Facebook page Copy the token (starts with EAAG...) ⚠️ Critical Step - Make Token Long-Lived: In Graph API Explorer, make a GET request to: /oauth/access_token?grant_type=fb_exchange_token&client_id=YOUR_APP_ID&client_secret=YOUR_APP_SECRET&fb_exchange_token=YOUR_SHORT_TOKEN 🔸 1.4 Find Your Page ID Two methods to get your Page ID: Method 1 - Direct from Facebook: Visit your Facebook page Click "About" tab Scroll to find "Page ID" Method 2 - API Explorer: Use Graph API Explorer GET request to: /me/accounts Find your page in the response Step 2: 🔍 Google Services Setup 🔸 2.1 Enable Required APIs Setting up your Google Cloud foundation: Visit Google Cloud Console ☁️ Create new project or select existing "APIs & Services" → "Library" Enable these APIs: ✅ Google Sheets API ✅ Gmail API ✅ Google Drive API (optional) 🔸 2.2 Create Service Account This creates a "robot" account for automated access: "APIs & Services" → "Credentials" "Create Credentials" → "Service Account" Name: ai-facebook-automation "Create and Continue" Skip role assignment → "Continue" "Done" ✅ 🔸 2.3 Download Credentials File Click your service account email "Keys" tab → "Add Key" → "Create New Key" Choose "JSON" format Download and save securely 📁 > 🔒 Security Note: This file contains sensitive credentials. Store it safely! 🔸 2.4 Prepare Your Google Sheets Create your data tracking system: 📊 Sheet 1: Content Log Purpose:** Track all generated content Columns:** A: Date (Ngày) B: Short Content (Nội dung ngắn) C: Full Content (Nội dung đầy đủ) 📝 Sheet 2: Input Tracking Purpose:** Log form submissions Columns:** A: Date B: Time C: Content 🔗 Important: Share both sheets with your service account email (found in the JSON file) Step 3: 🤖 AI Services Configuration 🔸 3.1 Get Your Gemini API Key Power up your AI content generation: Head to Google AI Studio 🎨 Sign in with Google account "Create API Key" Copy the key (starts with AIza...) > 💰 Cost Info: Gemini offers generous free tier limits - perfect for getting started! Step 4: ⚙️ n8n Workflow Configuration 🔸 4.1 Import the Magic ✨ Copy the workflow JSON from the template In n8n: "Import from JSON" Paste the workflow code "Import" to load your new automation 🔸 4.2 Configure Your Credentials 🔑 Facebook Graph API Setup: Settings → Credentials → "Add Credential" Search: "Facebook Graph API" Access Token: Your Page Access Token from Step 1.3 Test connection → Save as: Facebook Page Access 🔍 Google Services Setup: "Add Credential" → "Google Service Account" Upload your JSON file from Step 2.3 Test connection → Save as: Google Services 🧠 Gemini AI Setup: "Add Credential" → "Google PaLM API" Enter your Gemini key from Step 3.1 Save as: Gemini AI 🔸 4.3 Customize Node Settings 📱 Update Facebook Configuration: In "Facebook Graph API" node: Replace "113732581629527" with your Page ID from Step 1.4 In "Facebook Upload Img" node: Replace "113732581629527" with your Page ID from Step 1.4 📊 Update Google Sheets: In "save content" node: Replace Document ID with your Content Log Sheet ID In "Append row in sheet" node: Replace Document ID with your Input Tracking Sheet ID > 💡 Finding Sheet ID: It's the long string in your Google Sheets URL after /spreadsheets/d/ 📧 Update Notification Email: In "Send a message" node: Replace xxx@gmail.com with your email address Configure Gmail credentials Step 5: 🧪 Testing & Validation 🔸 5.1 Component Testing 📊 Test Google Sheets Connection: Right-click "Append row in sheet" node "Execute Node" ✅ Verify test row appears in your sheet 🤖 Test Gemini AI: Right-click "Basic LLM Chain" node "Edit Input Data" → Add test content Execute → ✅ Verify AI response quality 🖼️ Test Image Generation: Right-click "HTTP Request" node Ensure valid prompt from previous step Execute → ✅ Check for base64 image data 📱 Test Facebook Upload: Run full workflow with test content ✅ Check your Facebook page for new post ✅ Verify image uploaded correctly 🔸 5.2 End-to-End Victory Test 🎉 "Execute Workflow" on trigger node Submit test content through the form Monitor each node execution 🎊 Celebrate your first AI-generated post! 🎯 Success Indicators Your setup is complete when you see: ✅ Form accepts and processes content ✅ AI generates optimized text + image prompt ✅ Custom image appears in Facebook post ✅ Content logged in Google Sheets ✅ Success email in your inbox ✅ Professional-looking post on your Facebook page 🚨 Troubleshooting Quick Fixes Facebook Issues Token Expired?** → Generate new long-lived token Permission Denied?** → Check page admin rights Invalid Page ID?** → Double-check Page ID format Google Sheets Problems 403 Forbidden?** → Share sheet with service account Sheet Not Found?** → Verify Sheet ID in URL Column Errors?** → Match exact column names AI Content Issues Empty Responses?** → Check Gemini API quotas Poor Quality?** → Adjust AI prompts JSON Errors?** → Validate parsing logic 🎨 Customization Ideas Make it uniquely yours: 🎨 Brand Voice: Adjust AI prompts for your tone ⏰ Scheduling: Add time delays for strategic posting 📈 Analytics: Connect performance tracking tools 🔄 Multi-Platform: Extend to Instagram, LinkedIn 👥 Team Features: Add approval workflows 🎉 You Did It! Congratulations! You've built an AI-powered content machine that will save you hours every week. What's Next? Test with different content types Monitor performance in Google Sheets Refine AI prompts for better results Share your success with the community! Need Help? 🤝 Join n8n Discord Visit Community Forum Check n8n Documentation Ready to revolutionize your content creation? Your AI assistant is waiting! 🚀

Automated Client Onboarding Workflow This n8n workflow automates the end-to-end client onboarding process: capturing client details, validating emails, assigning tiers, generating welcome packs, creating tasks, notifying teams, archiving records, and sending weekly reports. Who’s It For B2B SaaS companies** onboarding new customers Agencies** handling structured client setups Sales & customer success teams** needing automation Consulting firms** aiming for error-free onboarding ⚙️ How It Works Capture client details through a Webhook (connected to forms). Validate client’s email using Verifi Email. Log onboarding data into Google Sheets. Assign tier logic (Basic/Pro/Enterprise) via Function node. Create a Trello task card with onboarding steps. Generate a personalized Welcome Pack PDF with client details. Send Slack notification to internal team with client details. Download and attach PDF, then send personalized welcome email to the client. Archive structured onboarding data in Airtable. Weekly scheduled report: Collects Airtable onboarding data Processes weekly stats (plans, tiers, counts) Sends onboarding summary via email to the manager 🛠️ How to Set Up Webhook Setup Install & configure credentials: Verifi Email key Google Sheets OAuth2 Airtable OAuth2 Gmail OAuth2 Slack OAuth2 Trello API Optional: Customize the Welcome PDF template (HTML/CSS). Edit tier assignment logic inside the Assign Tier Logic node. Modify Slack & email templates to match your branding. Adjust schedule for weekly reports (default: Monday 9 AM IST). Test with sample payload: { "name": "Jane Doe", "email": "jane@acme.com", "company": "Acme Corp", "plan": "Pro" } 📋 Requirements Self-hosted or Cloud n8n Credentials: Verifi Email, Google Sheets, Airtable, Gmail, Slack, Trello Optional: API for company enrichment ⚠️ Note: The HTML/CSS to PDF node (used for report generation) has a limit of 10 free requests. For production usage, you’ll need an API plan. ⭐ Core Features Email Validation: Blocks fake/spam signups - **Tier Assignment: Auto-classifies clients into Basic/Pro/Enterprise Task Management**: Trello cards for onboarding checklist Welcome PDF Pack**: Branded, client-personalized PDF attachment Slack Notifications**: Real-time internal updates Airtable Archiving**: Permanent record-keeping Weekly Reports**: Automated onboarding summaries for managers 📈 Use Cases & Applications B2B SaaS**: Scale client onboarding without hiring more staff Agencies**: Deliver smooth onboarding experiences Sales Teams**: Reduce delays in CRM entry Customer Success**: Focus on relationship-building instead of admin ✅ Key Benefits Saves 5–6 hours of manual onboarding per client Ensures error-free onboarding with email validation Provides a professional, branded experience Improves collaboration with Slack + Trello integration Scales seamlessly as client volume grows 🔧 Customization Options Modify tier logic (e.g., budget, plan, company size) Customize Slack channel or Trello list for task routing Update PDF branding (logo, theme, styling) Add extra onboarding steps (e.g., Calendly call scheduling) Extend weekly reports (e.g., include ROI or CSM notes) ⚠️ Important Disclaimers For educational & automation purposes Ensure compliance with GDPR/CCPA before storing client data Always test workflow with dummy data before production Workflow Components Webhook Trigger** → Captures client form submissions Verifi Email** → Validates client email Google Sheets** → Logs onboarding entries Code Node** → Assigns tier & priority Trello** → Creates task card for CSM HTML/CSS to PDF** → Generates Welcome Pack PDF Slack** → Notifies team about new client Gmail** → Sends welcome email with PDF Airtable** → Archives full onboarding record Schedule Trigger* + *Report** → Weekly summary to management

Sycorda AI Lead Qualification & Meeting Booking System This workflow creates a sophisticated AI-powered sales assistant that automatically qualifies website visitors, schedules meetings, and manages the entire lead-to-booking pipeline without human intervention. The system acts as "Hassan," a friendly sales representative who engages prospects through natural conversation and converts interest into booked appointments with remarkable efficiency. Benefits: Complete Sales Automation - Engages website visitors 24/7, qualifies leads through intelligent conversation, and books meetings automatically without any manual oversight AI-Powered Lead Qualification - Uses advanced conversational AI with SPIN Selling and Challenger Sale methodologies to identify high-value prospects and overcome objections naturally Smart Calendar Integration - Automatically checks availability, prevents double-bookings, and sends professional confirmation emails with meeting details Intelligent Data Management - Tracks all interactions, prevents duplicate outreach, and maintains comprehensive conversation summaries for follow-up optimization Scalable Conversion System - Processes unlimited website visitors simultaneously while maintaining personalized, human-like interactions for maximum conversion rates Revenue-Focused Approach - Specifically designed to identify prospects interested in AI automation services and guide them toward high-value consulting calls How It Works: Website Visitor Engagement: Captures incoming chat messages from website visitors in real-time Initiates conversations using a trained AI persona that feels authentically human Gradually qualifies interest in AI automation services through strategic questioning Intelligent Lead Processing: Collects essential contact information (name, email, company) within first few exchanges Cross-references visitor history to provide personalized follow-up experiences Updates comprehensive database with conversation summaries and lead scoring Advanced Qualification System: Uses proven sales methodologies (SPIN, Challenger) to overcome objections naturally Identifies pain points, budget indicators, and timeline requirements through conversation Accesses company knowledge base to answer specific questions about services and pricing Automated Meeting Booking: Seamlessly transitions qualified prospects to calendar booking when interest is confirmed Checks real-time calendar availability to prevent conflicts and optimize scheduling Creates calendar events with proper attendee management and meeting details Professional Follow-Up Automation: Sends branded confirmation emails with meeting links and company information Maintains conversation context across multiple touchpoints for consistency Provides detailed handoff information to sales team for optimal meeting preparation Required Database Setup: Before running this workflow, create a Google Sheets database with these exact column headers: Essential Columns: Name** - Prospect's full name (collected during qualification) Email** - Primary email address (used for matching and updates) Summary** - Detailed conversation summary with key insights Date** - Timestamp of interaction for tracking and follow-up Setup Instructions: Create a new Google Sheet with these column headers in the first row Name the sheet "Web Chat Bot Convo Summary" Connect your Google Sheets OAuth credentials in n8n Update the document ID in the workflow nodes The merge logic uses the Email column to prevent duplicate entries and update existing records with new conversation data. Business Use Cases: Service-Based Businesses - Automatically qualify and book high-value consultation calls without hiring additional sales staff Digital Agencies - Scale lead generation for AI automation services while maintaining personalized prospect experiences Consultants & Coaches - Convert website traffic into booked discovery calls with intelligent qualification and objection handling B2B SaaS Companies - Identify enterprise prospects and schedule product demos through natural conversation flow Revenue Potential: This system can generate $10,000-$50,000+ monthly by converting website visitors into qualified meetings. A single automated booking for AI automation services typically ranges from $3,000-$15,000 in project value, making the ROI calculation extremely attractive. Conversion Metrics: Typically converts 15-25% of engaged website visitors into qualified meetings Saves 20+ hours weekly of manual lead qualification and follow-up Eliminates scheduling back-and-forth and missed appointment opportunities Difficulty Level: Advanced Estimated Build Time: 3-4 hours Monthly Operating Cost: ~$50-100 (AI API usage + integrations) Set Up Steps: Configure AI Services: Add OpenAI API credentials for conversational AI and Claude Sonnet for specialized tasks Set up appropriate rate limiting and cost controls for sustainable operation Customize the AI persona and conversation flow for your specific business Database Configuration: Create Google Sheets database with provided column structure Connect Google Sheets OAuth credentials for seamless data management Configure the merge logic for duplicate prevention and record updates Calendar Integration Setup: Connect Google Calendar OAuth with proper permissions for event creation Configure calendar checking logic to prevent double-bookings Set up meeting link generation and attendee management Email Automation: Connect Gmail OAuth for sending confirmation emails Customize the branded email template with your company information Test email delivery and formatting across different clients Conversation Optimization: Customize AI prompts for your specific industry and service offerings Adjust qualification questions to identify your ideal customer profile Set up objection handling responses that align with your sales methodology Advanced Configuration: Configure memory management for consistent multi-session conversations Set up proper error handling and fallback responses Implement conversation logging and analytics for optimization Testing & Launch: Test the complete flow with sample conversations and edge cases Verify calendar integration, email delivery, and data logging Deploy with monitoring to track performance and optimize conversion rates Advanced Customization: Multi-Language Support** - Adapt conversations for international prospects Industry-Specific Qualification** - Customize questioning for different market segments Integration Expansion** - Connect to CRM systems, Slack notifications, or other business tools Advanced Analytics** - Track conversion funnels, conversation quality, and ROI metrics A/B Testing Framework** - Test different conversation approaches and optimize for higher conversion This system transforms your website from a passive information source into an active sales machine that works around the clock to generate qualified meetings and drive revenue growth.

How it works This workflow automatically detects new image files uploaded to a Google Drive folder, extracts Japanese text using OCR, summarizes it with AI, and records the result in Google Sheets. Finally, it sends a completion email notification with the file name and summary. Workflow steps: Google Drive New File Trigger – Watches a specific Google Drive folder for new image uploads. Download Image File – Downloads the newly uploaded image for processing. Extract Text with OCR.space – Sends the image to the OCR.space API to extract text (Japanese supported). Format OCR Result & Check for Empty – Cleans and validates the extracted text. Generate Summary with OpenRouter AI – Uses an AI model to generate a short summary of the text. OpenRouter Chat Model – Connects the AI Agent to the OpenRouter language model. Append row in sheet – Adds the file name, AI summary, and processing date to Google Sheets. Send Completion Notification via Gmail – Sends an email with the summarized content and Google Sheets link. Process Completed – Marks the workflow’s successful end. Setup steps Connect your Google Drive, Google Sheets, and Gmail accounts through credentials. Set your OCR.space API key in the HTTP Request node. Add your OpenRouter API key credential for the AI node. Replace the Google Sheet ID and folder ID with your own. Customize the Gmail recipient and email message as needed. Adjust the polling frequency (e.g., every 1 minute) depending on your workflow needs. Ideal for Digitizing and summarizing handwritten or printed book pages. Automatically extracting and archiving text from scanned reports or notes. Businesses or educators automating document reading and summarization tasks. ⚙️ Note: Each node includes a clear English Sticky Note above it for easier understanding and documentation.

Overview This automated workflow intelligently qualifies interior design leads, generates personalized client emails, and manages follow-up through a human-approval process. Built with n8n, Claude AI, Telegram approval, and Notion database integration. ⚠️ Hosting Options This template works with both n8n Cloud and self-hosted instances. Most nodes are native to n8n, making it cloud-compatible out of the box. What This Template Does Automated Lead Management Pipeline: Captures client intake form submissions from website or n8n forms AI-powered classification into HOT/WARM/COLD categories based on budget, project scope, and commitment indicators Generates personalized outreach emails tailored to each lead type Human approval workflow via Telegram for quality control Email revision capability for rejected drafts Automated client email delivery via Gmail Centralized lead tracking in Notion database Key Features ✅ Intelligent Lead Scoring: Analyzes 12+ data points including budget (AED), space count, project type, timeline, and style preferences ✅ Personalized Communication: AI-generated emails reference specific client details, demonstrating genuine understanding ✅ Quality Control: Human-in-the-loop approval via Telegram prevents errors before client contact ✅ Smart Routing: Different workflows for qualified leads (meeting invitations) vs. unqualified leads (respectful alternatives) ✅ Revision Loop: Rejected emails automatically route to revision agent for improvements ✅ Database Integration: All leads stored in Notion for pipeline tracking and analytics Use Cases Interior design firms managing high-volume lead intake Architecture practices with complex qualification criteria Home renovation companies prioritizing project value Any service business requiring budget-based lead scoring Sales teams needing approval workflows before client contact Prerequisites Required Accounts & API Keys: Anthropic Claude API - For AI classification and email generation Telegram Bot Token - For approval notifications Gmail Account - For sending client emails (or any SMTP provider) Notion Account - For lead database storage n8n Account - Cloud or self-hosted instance Technical Requirements: Basic understanding of n8n workflows Ability to create Telegram bots via BotFather Gmail app password or OAuth setup Notion database with appropriate properties Setup Instructions Step 1: Clone and Import Template Copy this template to your n8n instance (cloud or self-hosted) All nodes will appear as inactive - this is normal Step 2: Configure Form Trigger Open the Client Intake Form Trigger node Choose your trigger type: For n8n forms: Configure form fields matching the template structure For webhook: Copy webhook URL and integrate with your website form Required form fields: First Name, Second Name, Email, Contact Number Project Address, Project Type, Spaces Included Budget Range, Completion Date, Style Preferences Involvement Level, Previous Experience, Inspiration Links Step 3: Set Up Claude AI Credentials Obtain API key from https://console.anthropic.com In n8n: Create new credential → Anthropic → Paste API key Apply credential to these nodes: AI Lead Scoring Engine Personalized Client Outreach Email Generator Email Revision Agent Step 4: Configure Telegram Approval Bot Create bot via Telegram's @BotFather Copy bot token Get your Telegram Chat ID (use @userinfobot) In n8n: Create Telegram credential with bot token Configure Human-in-the-Loop Email Approval node: Add your Chat ID Customize approval message format if desired Step 5: Set Up Gmail Sending Enable 2-factor authentication on Gmail account Generate app password: Google Account → Security → App Passwords In n8n: Create Gmail credential using app password Configure Client Email Delivery node with sender details Step 6: Connect Notion Database Create Notion integration at https://www.notion.so/my-integrations Copy integration token Create database with these properties: Client Name (Title), Email (Email), Contact Number (Phone) Project Address (Text), Project Type (Multi-select) Spaces Included (Text), Budget (Select), Timeline (Date) Classification (Select: HOT/WARM/COLD), Confidence (Select) Estimated Value (Number), Status (Select) Share database with your integration In n8n: Add Notion credential → Paste token Configure Notion Lead Database Manager with database ID Step 7: Customize Classification Rules (Optional) Open AI Lead Scoring Engine node Review classification criteria in the prompt: HOT: 500k+ AED, full renovations, 2+ spaces WARM: 100k+ AED, 2+ spaces COLD: <100k AED OR single space Adjust thresholds to match your business requirements Modify currency if not using AED Step 8: Personalize Email Templates Open Personalized Client Outreach Email Generator node Customize: Company name and branding Signature placeholders ([Your Name], [Title], etc.) Tone and style preferences Alternative designer recommendations for COLD leads Step 9: Test the Workflow Activate the workflow Submit a test form with sample data Monitor each node execution in n8n Check Telegram for approval message Verify email delivery and Notion database entry Step 10: Set Up Error Handling (Recommended) Add error workflow trigger Configure notifications for failed executions Set up retry logic for API failures Workflow Node Breakdown 1. Client Intake Form Trigger Captures lead data from website forms or n8n native forms with all project details. 2. AI Lead Scoring Engine Analyzes intake data using structured logic: budget validation, space counting, and multi-factor evaluation. Returns HOT/WARM/COLD classification with confidence scores. 3. Lead Classification Router Routes leads into three priority workflows based on AI classification, optimizing resource allocation. 4. Sales Team Email Notifier Sends instant alerts to sales representatives with complete lead details and AI reasoning for internal tracking. 5. Personalized Client Outreach Email Generator AI-powered composer creating tailored responses demonstrating genuine understanding of client vision, adapted by lead type. 6. Latest Email Version Controller Captures most recent email output ensuring only final approved version proceeds to delivery. 7. Human-in-the-Loop Email Approval Telegram-based review checkpoint sending generated emails to team member for quality control before client delivery. 8. Approval Decision Router Evaluates reviewer's response, routing approved emails to client delivery or rejected emails to revision agent. 9. Email Revision Agent AI-powered editor refining rejected emails based on feedback while maintaining personalization and brand voice. 10. Client Email Delivery Sends final approved personalized emails demonstrating understanding of project vision with clear next steps. 11. Notion Lead Database Manager Records all potential clients with complete intake data, classification results, and tracking information for pipeline management. Customization Tips Adjust Classification Thresholds: Modify budget ranges and space requirements in the AI Lead Scoring Engine prompt to match your market and service level. Multi-Language Support: Update all AI agent prompts with instructions for your target language. Claude supports 100+ languages. Additional Routing: Add branches for special cases like urgent projects, VIP clients, or specific geographic regions. CRM Integration: Replace Notion with HubSpot, Salesforce, or Airtable using respective n8n nodes. SMS Notifications: Add Twilio node for immediate HOT lead alerts to mobile devices. Troubleshooting Issue: Telegram approval not received Verify bot token is correct Confirm chat ID matches your Telegram account Check bot is not blocked Issue: Claude API errors Verify API key validity and credits Check prompt length isn't exceeding token limits Review rate limits on your Anthropic plan Issue: Gmail not sending Confirm app password (not regular password) is used Check "Less secure app access" if using older method Verify daily sending limits not exceeded Issue: Notion database not updating Confirm integration has access to database Verify property names match exactly (case-sensitive) Check property types align with data being sent Template Metrics Execution Time**: ~30-45 seconds per lead (including AI processing) API Calls**: 2-3 Claude requests per lead (classification + email generation, +1 if revision) Cost Estimate**: ~$0.05-0.15 per lead processed (based on Claude API pricing) Support & Community n8n Community Forum**: https://community.n8n.io Template Issues**: Report bugs or suggest improvements via n8n template feedback Claude Documentation**: https://docs.anthropic.com Notion API Docs**: https://developers.notion.com License This template is provided as-is under MIT license. Modify and adapt freely for your business needs. Version: 1.0 Last Updated: October 2025 Compatibility: n8n v1.0+ (Cloud & Self-Hosted), Claude API v2024-10+

Android Feature Flag Cleanup Bot (GitLab + LaunchDarkly) This n8n automation detects unused (“dead”) feature flags in an Android Kotlin/Java codebase by comparing your GitLab repository code against LaunchDarkly’s feature flag list. It logs results in Google Sheets, creates Jira tickets for cleanup and sends Slack alerts automatically. Who’s it for Android engineering teams using Kotlin/Java. Teams managing feature flags in LaunchDarkly. DevOps/QA teams wanting to reduce technical debt from stale flags. How it works Weekly Trigger runs the process. GitLab Node fetches repository code. Regex Extraction finds all feature flags in code. LaunchDarkly API retrieves all configured flags. Comparison Logic marks flags as “dead” if unused in code and archived or off in production. Google Sheets stores flagged results. Jira creates a ticket for each dead flag. Slack notifies the team. How to set up Import JSON into n8n. Connect credentials for: GitLab OAuth2 Google Sheets Jira Slack webhook URL Update: GitLab repo details in the GitLab node. LaunchDarkly API key in HTTP Request node. Google Sheet ID in Google Sheets node. Jira project & issue type in Jira node. Slack message formatting in Slack node. Activate workflow. Requirements n8n** (self-hosted or cloud) GitLab repository with Kotlin/Java code LaunchDarkly account + API token Google Sheets API access Jira API access Slack incoming webhook How to customize Change regex pattern in “Detect flags” node if your flag naming convention differs. Adjust dead flag logic in “Find dead flags” node (e.g., treat test env separately). Modify Slack message to include more details (e.g., description from LaunchDarkly). Add email notifications for broader distribution. Add-ons Email Alerts** via Gmail/SMTP. GitHub / GitLab MR** to remove dead flags automatically. Confluence Integration** to document flag cleanup history. Use Case Examples Weekly automated cleanup alerts for large engineering teams. Maintaining clean feature flag lists in high-traffic apps. Compliance-driven projects requiring flag lifecycle tracking. Common troubleshooting | Issue | Possible Cause | Solution | | ------------------------------------ | --------------------------------------------- | -------------------------------------------------------- | | Workflow fails at GitLab node | Invalid repo path or missing OAuth scope | Update repo path & check GitLab OAuth permissions | | LaunchDarkly API request returns 401 | Invalid or expired API key | Generate a new API key in LaunchDarkly & update node | | Google Sheets node fails | Wrong Sheet ID or missing sharing permissions | Confirm Sheet ID and share with connected Google account | | Jira ticket not created | Missing required fields | Set project key, issue type, and summary in Jira node | | Slack alert not sent | Webhook URL invalid or revoked | Regenerate Slack webhook and update in node | Need Help? If you’d like, we can help set up and customize this workflow for your exact repo, flag rules and team notification preferences — including regex adjustments, extra reporting or adding automatic cleanup PRs. Contact our n8n automation team at WeblineIndia.

Who is it for This template is perfect for content creators, space enthusiasts, educators, and organizations who want to automatically generate and distribute engaging weekly space newsletters. It's especially useful for those who want to stay updated on space events without manual content creation. How it works This workflow automatically generates a comprehensive space newsletter every week by: Fetching the latest data from multiple NASA APIs (APOD, DONKI, NeoWS) Using AI to create an engaging newsletter from the raw data Creating a formatted document with the content Converting it to PDF format Distributing via email and archiving to your preferred platform Sending success notifications to your team Setup steps Get NASA API Key: Register at https://api.nasa.gov to get your API key (free) Configure OpenAI: Add your OpenAI credentials for content generation Set up Google Workspace: Connect Google Docs, Drive, and Gmail accounts Optional integrations: Configure Notion for archiving and Slack for notifications Customize schedule: Adjust the weekly trigger time to your preference Requirements NASA API key (free at api.nasa.gov) OpenAI API access Google Workspace account (Docs, Drive, Gmail) Optional: Notion and Slack accounts How to customize Modify the AI prompt to change the newsletter style and tone Adjust the date range for fetching space data Add or remove NASA API endpoints based on your interests Customize email recipients and notification channels Enable/disable the Notion archiving feature as needed