Workflow Templates

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. 👥 Who is this for? This workflow is designed for a variety of professionals who manage vendor relationships and data security. It is especially beneficial for: 🛡️ GRC (Governance, Risk, and Compliance) Professionals**: Streamline your risk assessment processes 🔒 Information Security Teams**: Quickly evaluate the security posture of third-party vendors 📋 Procurement Departments**: Enhance due diligence when onboarding new service providers 🚀 Startup Founders**: Efficiently assess vendors without a dedicated security team This tool is perfect for anyone looking to automate the manual review of vendor websites, policies, and company data. ✨ 🎯 What problem is this workflow solving? Manual vendor due diligence is a time-consuming process that can take hours for a single vendor. This workflow automates over 80% of these manual tasks, which typically include: 🔍 Finding and organizing basic vendor information 🏢 Researching the company's background 📄 Collecting links to key documents like Privacy Policies, Terms of Service, and Trust Pages 📖 Manually reviewing each document to extract risk-relevant information 📊 Compiling all findings into a formatted report or spreadsheet for record-keeping By leveraging Gemini for structured parsing and web scraping with live internet data, this workflow frees you up to focus on critical analysis and final review. ⚡ ⚙️ What this workflow does This end-to-end automated n8n workflow performs the following steps: 📝 Intake: Begins with a simple form to capture the vendor's name, the business use case, and the type of data they will handle 🔎 Background Research: Gathers essential background information on the company ⚠️ Risk Analysis: Conducts comprehensive research on various risk-related topics 🔗 URL Extraction: Finds and validates public URLs for privacy policies, security pages, and trust centers 📈 Risk Assessment: Generates a structured risk score and a detailed assessment based on the collected content and context 📤 Export: Exports the final results to a Google Sheet for easy access and record-keeping 🚀 Setup To get started with this workflow, follow these steps: 🔑 Configure Credentials: Set up your API credentials for Gemini and Jina AI 📊 Connect Google Sheets: Authenticate your Google Sheets account and configure the the Sheet where you want to store the results 🔗 Download the Google Sheet template for your assessment ouput from here ⚙️ (Optional) Customize Prompts: Adjust the prompts within the workflow to better suit your specific needs 🎯 (Optional) Align Risk Framework: Modify the risk questions to align with your organization's internal vendor risk framework

Automated Instagram posting with Facebook Graph API and content routing Who is this for? This workflow is perfect for social media managers, content creators, digital marketing agencies, and small business owners who need to automate their Instagram posting process. Whether you're managing multiple client accounts or maintaining consistent personal branding, this template streamlines your social media operations. What problem is this workflow solving? Manual Instagram posting is time-inconsistent and prone to inconsistency. Content creators struggle with: Remembering to post at optimal times Managing different content types (images, videos, reels, stories, carousels) Maintaining posting schedules across multiple accounts Ensuring content is properly formatted for each post type This workflow eliminates manual posting, reduces human error, and ensures consistent content delivery across all Instagram format types. What this workflow does The workflow automatically publishes content to Instagram using Facebook's Graph API with intelligent routing based on content type. It handles image posts, video stories, Instagram reels, carousel posts, and story content. The system creates media containers, monitors processing status, and publishes content when ready. It supports both HTTP requests and Facebook SDK methods for maximum reliability and includes automatic retry mechanisms for failed uploads. Setup Connect Instagram Business Account to a Facebook Page Configure Facebook Graph API credentials with instagram_basic permissions Update the "Configure Post Settings" node with your Instagram Business Account ID Set media URLs and captions in the configuration section Choose post type (http_image, fb_reel, http_carousel, etc.) Test workflow with sample content before going live How to customize this workflow to your needs Modify the post_type variable to control content routing: Use http_* prefixes for direct API calls Use fb_* prefixes for Facebook SDK calls Use both HTTP and Facebook SDK nodes as fallback mechanisms** - if one method fails, automatically try the other for maximum success rate Add scheduling by connecting a Cron node trigger Integrate with Google Sheets or Airtable for content management Connect webhook triggers for automated posting from external systems Customize wait times based on your content file sizes Set up error handling** to switch between HTTP and Facebook SDK methods when API limits are reached

🛠️ Pushover Tool MCP Server Complete MCP server exposing all Pushover Tool operations to AI agents. Zero configuration needed - 1 operation pre-built. ⚡ Quick Setup Need help? Want access to more workflows and even live Q&A sessions with a top verified n8n creator.. All 100% free? Join the community Import this workflow into your n8n instance Activate the workflow to start your MCP server Copy the webhook URL from the MCP trigger node Connect AI agents using the MCP URL 🔧 How it Works • MCP Trigger: Serves as your server endpoint for AI agent requests • Tool Nodes: Pre-configured for every Pushover Tool operation • AI Expressions: Automatically populate parameters via $fromAI() placeholders • Native Integration: Uses official n8n Pushover Tool tool with full error handling 📋 Available Operations (1 total) Every possible Pushover Tool operation is included: 💬 Message (1 operations) • Push a message 🤖 AI Integration Parameter Handling: AI agents automatically provide values for: • Resource IDs and identifiers • Search queries and filters • Content and data payloads • Configuration options Response Format: Native Pushover Tool API responses with full data structure Error Handling: Built-in n8n error management and retry logic 💡 Usage Examples Connect this MCP server to any AI agent or workflow: • Claude Desktop: Add MCP server URL to configuration • Custom AI Apps: Use MCP URL as tool endpoint • Other n8n Workflows: Call MCP tools from any workflow • API Integration: Direct HTTP calls to MCP endpoints ✨ Benefits • Complete Coverage: Every Pushover Tool operation available • Zero Setup: No parameter mapping or configuration needed • AI-Ready: Built-in $fromAI() expressions for all parameters • Production Ready: Native n8n error handling and logging • Extensible: Easily modify or add custom logic > 🆓 Free for community use! Ready to deploy in under 2 minutes.

Analyze Emails for Security Insights Who is this for? This workflow is ideal for IT professionals, security analysts, and organizations looking to enhance their email security practices. It is particularly useful for those who need to analyze Gmail email headers for IP tracking, spoofing detection, and sender reputation assessment. What problem is this workflow solving? Email spoofing and phishing attacks are significant cybersecurity threats. By analyzing email headers, this workflow provides detailed insights into the email's origin, authentication status, and the reputation of the sending IP address. It helps detect potential spoofing attempts and assess the trustworthiness of incoming emails. What this workflow does This n8n workflow automates the process of analyzing email headers received in Gmail. It performs the following key functions: Triggering and Email Header Extraction: It monitors Gmail inboxes for new emails and extracts their headers for analysis. Authentication Analysis: It validates SPF, DKIM, and DMARC authentication results to ensure the email adheres to industry-standard security protocols. IP Analysis: The workflow extracts the originating IP address and evaluates its reputation and geographic details using external APIs. Reputation Scoring: It integrates with IP Quality Score to detect spam activity and assess the sender's reputation. Consolidation and Webhook Response: All results are aggregated into a single JSON response, making it easy to integrate with third-party platforms or tools for further automation. Setup Authenticate Gmail: Configure the Gmail Trigger node with your Gmail account credentials. API Keys (Optional): Obtain an API key for IP Quality Score (https://ipqualityscore.com). Ensure the IP-API endpoint is accessible. This step is optional as ipqualityscore.com will provide a limited number of free lookups each month. See more details here. Activate the Workflow: Ensure the workflow is active to process incoming emails in real-time. How to customize this workflow to your needs Add Alerts:** Use the Gmail - Respond to Webhook node to trigger notifications in Slack, email, or any other communication channel. Integrate with SIEM:** Forward the workflow output to SIEM tools like Splunk or ELK Stack for further analysis. Modify Validation Rules:** Update SPF, DKIM, or DMARC logic in the Set nodes to align with your organization’s security policies. Expand IP Analysis:** Add more APIs or services to enrich IP reputation data, such as VirusTotal or AbuseIPDB. This workflow provides a robust foundation for email security monitoring and can be tailored to fit your organization's unique requirements. With its modular design and integration options, it’s a versatile tool to enhance your cybersecurity operations.

Analyze Emails for Security Insights Who is this for? This workflow is ideal for security teams, IT Ops professionals, and managed service providers (MSPs) responsible for monitoring and validating email traffic. It’s especially useful for organizations that need to identify potential phishing attempts, spam, or compromised accounts by analyzing email headers and IP reputation. What problem is this workflow solving? This workflow helps identify malicious or suspicious emails by verifying email authentication headers (SPF, DKIM, DMARC) and analyzing the reputation of the originating IP address. By automating these checks, it reduces manual analysis time and flags potential threats efficiently. What this workflow does Email Monitoring:** Polls a specified Microsoft Outlook folder for new emails in real-time. Header Analysis:** Retrieves and processes email headers to extract critical information such as authentication results and the sender’s IP address. IP Reputation Check:** Leverages external APIs (IP Quality Score and IP-API) to analyze the originating IP for potential spam or malicious activity. Authentication Validation:** Validates SPF, DKIM, and DMARC headers, determining if the email passes industry-standard authentication protocols. Data Aggregation and Reporting:** Combines all analyzed data into a unified format, ready for reporting or integration into downstream systems. Webhook Integration:** Outputs the findings via a webhook, enabling integration with alerting tools or security information and event management (SIEM) platforms. Setup Connect to Outlook: Configure the Microsoft Outlook trigger node with valid OAuth2 credentials. Specify the email folder to monitor for new messages. API Keys (Optional): Obtain an API key for IP Quality Score (https://ipqualityscore.com). Ensure the IP-API endpoint is accessible. This step is optional as ipqualityscore.com will provide a limited number of free lookups each month. See more details here. Webhook Configuration: Set up a webhook endpoint to receive the output of the workflow. Optional Adjustments: Customize polling intervals in the trigger node. Modify header filters or extend the validation logic as needed. How to customize this workflow to your needs Add Alerts:** Use the Respond to Webhook node to trigger notifications in Slack, email, or any other communication channel. Integrate with SIEM:** Forward the workflow output to SIEM tools like Splunk or ELK Stack for further analysis. Modify Validation Rules:** Update SPF, DKIM, or DMARC logic in the Set nodes to align with your organization’s security policies. Expand IP Analysis:** Add more APIs or services to enrich IP reputation data, such as VirusTotal or AbuseIPDB. This workflow provides a robust foundation for email security monitoring and can be tailored to fit your organization's unique requirements. With its modular design and integration options, it’s a versatile tool to enhance your cybersecurity operations.

This workflow will allow you to use OpenAI Assistant API together with a chatting platform. This version is configured to work with Hubspot, however, the Hubspot modules can be replaced by other platform and it will work similarly. Prerequisites: Create a Hubspot Chat (Live chat available on free plan) or Chatflow (paid hubspot only) and configure it to send all replies toward an n8n webhook (you need to create a custom app for that. I will create a separate article on how to do it, meanwhile, feel free to message me if you need support. Setup: Create a OpenAI Assistant, define its functionality and functions Update the Hubspot modules with the Hubspot API Key Update the OpenAI modules with OpenAI API Key Create an Airtable or any other database where you keep a reference between the thread id in Hubspot and Assistant API If you need help deploying this solution don't hesitate to email me or schedule a call here.

LinkedIn Profile Tracker Automation Who is this for? This template is ideal for sales teams, recruiters, business development professionals, and relationship managers who need to monitor changes in their network's LinkedIn profiles. Perfect for agencies tracking client personnel changes, HR teams monitoring talent movements, sales professionals staying updated on prospect job changes, and content teams tracking influencer activity. What problem does this workflow solve? Manually checking LinkedIn profiles for updates like job changes, status modifications, profile edits, or latest posts is extremely time-consuming and easy to miss. This automation eliminates the need for constant manual monitoring while ensuring you never miss important changes that could signal new business opportunities, relationship updates, or content engagement opportunities. What this workflow does This workflow automatically monitors a list of LinkedIn profiles on a weekly schedule, detects any changes in: Personal information** (name, headline, summary) Job status** (hiring/open to work flags) Latest work experience** (new positions, company changes) Recent posts** (latest content activity) When changes are detected, it immediately sends Slack notifications with before/after comparisons and updates your tracking database to maintain historical records of all profile evolution. Setup Create a Ghost Genius API account and get your API key for LinkedIn profile scraping Configure HTTP Request nodes with Header Auth credentials using your Ghost Genius API key Set up your Google Sheets database with columns: Firstname, Lastname, LinkedIn URL, ID Tagline, Summary, Latest experience Open to work?, Hiring?, Latest post Configure Slack webhook integration for real-time notifications Set up credentials for Google Sheets and Slack following n8n documentation Add LinkedIn profile URLs to your Google Sheet to start monitoring How to customize this workflow Modify the schedule trigger** to check profiles daily, bi-weekly, or monthly based on your monitoring needs Customize Slack notification messages** to include additional context, mentions, or custom formatting Add email notifications** alongside Slack alerts for critical changes like job transitions Set up filtered notifications** to only alert on specific types of changes (e.g., job changes only, posts from key influencers) Add post content analysis** to detect mentions of your company or competitors Integrate with CRM systems** to automatically update lead records when profile changes occur

Submission Overview for Voiceflow Demo Workflow View the YouTube video for this workflow here. Who is this for? This workflow is ideal for businesses and developers using Voiceflow to power AI voice chatbots. It benefits teams that want to enhance chatbot functionality through integrations with platforms like Zendesk, Google Calendar, and Airtable. What problem is this workflow solving? The workflow addresses the need for seamless integration of chatbot interactions with backend systems. It automates customer service tasks such as ticket creation, meeting scheduling, and data reporting, reducing manual effort and enhancing efficiency. What does this workflow do? Customer Lookup:** Checks the database for existing customers and returns relevant details or a "NOT_FOUND" status. Zendesk Ticket Creation:** Automates the creation of support tickets for customer issues. Meeting Scheduling:** Integrates with Google Calendar to provide availability and schedule meetings. Transcript Reporting:** Aggregates interaction data and sends it to Airtable for analysis by the product team. Setup Configure your Voiceflow chatbot to connect to this workflow via a webhook. Set up the required integrations: Zendesk API: For ticket creation. Google Calendar API: For scheduling. Airtable API: For storing transcripts. Customize the workflow's nodes to match your use case, such as database fields or API endpoints. Deploy the workflow on your n8n instance and test the integrations. How to customize this workflow to your needs Adjust database queries to match your customer data schema. Modify the Zendesk ticket payload to include additional fields or custom formats. Update Google Calendar configurations for different scheduling requirements. Add or remove Airtable fields based on the product team's analysis needs. This template adheres to n8n’s submission guidelines, ensuring clarity, relevance, and broad applicability for users in customer service, product development, and automation.

Document Chat Bot with Automated RAG System This workflow creates a conversational assistant that can answer questions based on your Google Drive documents. It automatically processes various file types and uses Retrieval-Augmented Generation (RAG) to provide accurate answers based on your document content. How It Works Monitors Google Drive for New Documents: Automatically detects when files are created or updated in designated folders Processes Multiple File Types: Handles PDFs, Excel spreadsheets, and Google Docs Builds a Knowledge Base: Converts documents into searchable vector embeddings stored in Supabase Provides Chat Interface: Users can ask questions about their documents through a web interface Retrieves Relevant Information: Uses advanced RAG techniques to find and present the most relevant information Setup Steps (Estimated time: 25-30 minutes) API Credentials: Connect your OpenAI API key for text processing and embeddings Google Drive Integration: Set up Google Drive triggers to monitor specific folders Supabase Configuration: Configure Supabase vector database for document storage Chat Interface Setup: Deploy the web-based chat interface using the provided webhook The workflow automatically chunks documents into manageable segments, generates embeddings, and stores them in a vector database for efficient retrieval. When users ask questions, the system finds the most relevant document sections and uses them to generate accurate, contextual responses.

📈 How it works This n8n workflow allows you to interact with Binance Spot Trading API directly to: Place Limit Buy and Limit Sell orders Place Market Buy and Market Sell orders Query account info* and *open orders** Cancel all open orders** for a specific symbol All requests are signed using Binance's HMAC SHA256 signature method for secure trading. ⚙️ Setup Steps Create Binance API Credentials in n8n: Go to Credentials > New Choose Binance API Add api_key and api_secret Save as Binance API Import this workflow into your n8n instance. Update default values: In Set Parameter nodes like LimitBuy Parameter, change: symbol (e.g. BTCUSDT) quantity, price as needed Run the workflow manually via the Execute workflow trigger. ✅ Notes Credential node is marked with instructions. HMAC signatures are automatically calculated before making each request. HTTP nodes are preconfigured for Binance API v3. 🔒 No API key or secret is included.

Overview This workflow template automates lead management and customer inquiry processing by integrating ERPNext, AI agents, and email notifications. It streamlines the process of capturing leads, analyzing inquiries, and generating actionable responses. The workflow uses ERPNext to capture inquiries, analyzes them with AI, and notifies the appropriate team or individual, all while maintaining a professional approach. What This Template Does ERPNext Webhook Integration: Captures leads and inquiries through ERPNext webhooks. Triggers the workflow when a new lead is created. AI-Powered Inquiry Analysis: Uses AI to extract key details from lead notes (e.g., customer name, organization, inquiry summary). Classifies inquiries as valid or invalid based on relevance to products, services, or solutions. Contact Assignment: Matches inquiries to the appropriate contact(s) using a Google Sheets database or ERPNext contact information. Handles multiple contacts if required. Email Notifications: Generates professional email notifications for valid inquiries. Sends emails to the appropriate contact(s) with inquiry details and action steps. Invalid Lead Handling: Identifies invalid inquiries (e.g., unrelated to products or services) and flags them for follow-up or dismissal. Custom Email Formatting: Converts plain text into professionally formatted HTML emails. Ensures that communication is clear, concise, and visually appealing. How It Works Step 1: Capture Lead Data Webhook in ERPNext:** Create a webhook in ERPNext for the "Lead" DocType. Set the trigger to on_insert to capture new leads in real-time. Lead Details:** The workflow fetches lead details, including notes, contact information, and the source of the lead. Step 2: Validate and Analyze Inquiry AI Agent for Analysis:** An AI agent analyzes the lead notes to extract key details and classify the inquiry as valid or invalid. The analysis includes checking the relevance of the inquiry to products, services, or solutions offered by the company. Invalid Leads:** If the inquiry is invalid, the workflow flags it and stops further processing. Step 3: Assign Contact(s) Google Sheets Integration:** Uses a Google Sheets database to map products, services, or solutions to responsible contacts. Ensures that inquiries are directed to the right person or team. Multiple Contacts:** Handles cases where multiple contacts are responsible for a particular product or service. Step 4: Generate and Send Email Notifications AI-Generated Emails:** The workflow generates a professional email summarizing the inquiry. Emails include details like customer name, organization, inquiry summary, and action steps. Custom HTML Formatting:** Emails are converted to HTML for a polished and professional appearance. Send Notifications:** Sends email notifications through Microsoft Outlook or another configured email client. Optionally, notifies via WhatsApp or SMS for urgent inquiries. Step 5: Post-Inquiry Actions ERPNext Record Updates:** Updates the lead record in ERPNext with relevant details, including inquiry status and contact information. Setup Instructions Prerequisites ERPNext: A configured ERPNext instance with lead data and a webhook for the "Lead" DocType. Google Sheets: A sheet mapping products, services, or solutions to responsible contacts. AI Integration: Credentials for OpenAI or other supported AI platforms. Email Client: Credentials for Microsoft Outlook or another email client. Step-by-Step Setup ERPNext Configuration: Create a webhook for the "Lead" DocType in ERPNext. Test the webhook with sample data to ensure proper integration. Workflow Import: Import the workflow template into n8n. Configure nodes with your API credentials for ERPNext, Google Sheets, and AI tools. Google Sheets Integration: Prepare a Google Sheet with columns for product, service, or solution and the responsible contact(s). Link the sheet to the workflow. AI Agent Configuration: Customize the AI agent’s prompts to align with your business’s products and services. Adjust criteria for valid and invalid inquiries as needed. Email Setup: Configure the email client node with your email service credentials. Customize the email template for your organization. Testing: Run the workflow with sample leads to validate the entire process. Check email notifications, contact assignments, and record updates in ERPNext. Dos and Don’ts Dos: Test Thoroughly:** Test the workflow with various scenarios before deploying in production. Secure Credentials:** Keep API and email credentials secure to avoid unauthorized access. Customize Prompts:** Tailor AI prompts to match your business needs and language style. Use Professional Email Templates:** Ensure emails are clear and well-formatted. Don’ts: Skip Validation:** Always validate inquiry data to avoid sending irrelevant notifications. Overload the Workflow:** Avoid adding unnecessary nodes that can slow down processing. Ignore Errors:** Monitor logs and address errors promptly for a smooth workflow. Resources GET n8n Now N8N COURSE n8n Book YouTube Tutorial:** Watch the full step-by-step tutorial on setting up this workflow: SyncBricks YouTube Channel Courses and Training:** Learn more about ERPNext and AI automation through my comprehensive courses: SyncBricks LMS Support and Contact:** Email: amjid@amjidali.com Website: SyncBricks LinkedIn: Amjid Ali

Personal Portfolio CV Rag Chatbot - with Conversation Store and Email Summary Target Audience This template is perfect for: Individuals looking to create a working professional and interactive personal portfolio chatbot. Developers interested in integrating RAG Chatbot functionality with conversation storage. 1. Description Create a stunning Personal Portfolio CV with integrated RAG Chatbot capabilities, including conversation storage and daily email summaries. 2.Features: Training: Setup Ingestion stage Upload your CV to Google Drive and let the Drive trigger updates to read your resume cv and convert it into your vector database (RAG purpose). Modify any parts as needed. Chat & Track: Use any frontend/backend interface to call the chat API and chat history API. Reporting Daily Chat Conversations: Receive daily automatic summaries of chat conversations. Data stored via NocoDB. 3.Setup Guide: Step-by-Step Instructions: Ensure all credentials are ready. Follow the notes provided. Ingestion: Upload your CV to Google Drive. The Drive triggers RAG update in your vector database. You can change the folder name, files and indexname of the vector database accordingly. Chat: Use any frontend/backend interface to call the chat API (refer to the notes for details) . [optional] Use any frontend/backend interface to call the update chat history API (refer to the notes for details). 3.Tracking Chat: Get daily automatic summaries of chat conversations.Format email conversations report as you like. You are ready to go!