Workflow Templates

Define Your ICP from Customer LinkedIn Profiles Use Case This automation helps marketing and sales teams define their Ideal Customer Profile (ICP) using real LinkedIn profiles of current high-fit customers. By enriching and analyzing profile data, it generates a clear ICP definition and scoring methodology for future targeting. What This Automation Does This automation analyzes LinkedIn profiles of your existing customers and produces: A structured ICP definition A scoring model to evaluate future prospects A Google Boolean search string to find similar prospects Input: LinkedIn profile URLs of existing high-fit customers (e.g., https://www.linkedin.com/in/amirashkenazi/) Output: A Google Doc containing the ICP analysis and scoring methodology How It Works Trigger: Waits for a chat message containing one or more LinkedIn profile URLs. AI Agent: Parses and processes the URLs. Airtop Data Enrichment: Uses Airtop to extract structured information from each LinkedIn profile (e.g., job title, company, experience, skills). Memory: Maintains state between inputs for consistent analysis. LLM Analysis: Uses Claude 3.7 Sonnet to synthesize enriched data into a meaningful ICP. Google Docs: Automatically creates a new doc with a timestamped title and appends the ICP definition. Setup Requirements Airtop Profile connected to LinkedIn, Insert the profile name in the Airtop Tool Airtop API credentials. Get it free here If you choose to activate saving the profiles in Google Docs you will need OAuth2 credentials (or just copy the ICP definition from the chat) Next Steps Use the ICP for Scoring**: Feed new LinkedIn profiles through the same Airtop enrichment and use the scoring function to evaluate fit. Automate Target Discovery**: Plug the Boolean search output into LinkedIn, Google, or People Data Labs for ICP-matching lead generation. Refine Continuously**: Repeat the workflow as your customer base grows or segments evolve. Read more about how to Define ICP from Customer Examples

Monitor X for Relevant Posts Use Case This automation monitors X (formerly Twitter) search pages in real time and extracts high-signal posts that match your categories of interest. It’s ideal for community engagement, lead discovery, thought leadership tracking, or competitive analysis. What This Automation Does Given a search URL and a list of categories, it: Logs into X using Airtop Opens the specified search URL Scrolls through the results Extracts up to 10 valid, English-language posts Filters and classifies each post by category (or marks as [NA] if unrelated) Returns the structured results as JSON Input parameters: airtop_profile** — An Airtop browser profile authenticated on X x_url** — X search URL (e.g., https://x.com/search?q=ai agents&f=live) relevant_categories** — Text-based list of categories to classify posts (e.g., "Web automation use cases", "Thought leadership") Output: A JSON array of posts, each with: writer time text url category How It Works Trigger: This workflow is triggered by another workflow (e.g., a community engagement pipeline). Input Setup: Accepts the Airtop profile, search URL, and categories to use for classification. Session: Starts a browser session using the Airtop profile. Window Navigation: Opens the provided X search URL. Extraction: Scrapes up to 10 posts with /status/ in the URL and text in English. Classification: Each post is labeled with a category if relevant, or [NA] otherwise. Filtering: Discards [NA] posts. Output: Returns the list of classified posts. Setup Requirements Airtop profile with an active X login. Airtop API key connected in n8n. List of category definitions to guide post classification (used in prompt). Next Steps Feed into Engagement Workflows**: Pass the results to workflows that reply, retweet, or track posts. Use in Slack Alerts**: Push classified posts into Slack channels for review and reaction. Customize Classifier**: Refine the categorization logic to include sentiment or company mentions. Read more about Monitoring X for Relevant Posts

This workflow converts an exported CSV from Squarespace profiles into a Shopify-compatible format for customer import. How It Works Clone this Google Sheets template, which includes two sheets: Squarespace Profiles (Input) Go to Squarespace Dashboard → Contacts Click the three-dot icon → Select Export all Contacts Shopify Customers (Output) This sheet formats the data to match Shopify's customer import CSV. Shopify Dashboard → Customers → Import customers by CSV The workflow can run on-demand or be triggered via webhook. Via webhook Set up webhook node to expect a POST request Trigger the webhook using this code (psuedo) - replace {webhook-url} with the actual URL const formData = new FormData(); formData.append('file', blob, 'profiles_export.csv'); // Add file to FormData fetch('{webhook-url}', { // Replace with your target URL method: 'POST', mode: 'no-cors', body: formData }); The data is processed into the Shopify Customers sheet. Manually trigger Import Squarespace profiles into the sheet. Run the workflow to convert and populate the Shopify Customers sheet. Once workflow is done, export the Shopify to csv and import to Shopify customers Requirements To use this template, you need: Google Sheets API credentials Google Sheets Setup Use this sample Google Sheets template to get started quickly. Who Is This For? For anyone looking to automate Squarespace contact exports into a Shopify-compatible format—no more manual conversion! Explore More Templates Check out my other n8n templates: 👉 n8n.io/creators/bangank36

This workflow restores all n8n instance credentials from GitHub backups using the n8n API node. It complements the Backup Your Credentials to GitHub template by allowing users to seamlessly restore previously saved credentials. How It Works The workflow fetches credentials stored in a GitHub repository and imports them into your n8n instance. Setup Instructions To configure the workflow, update the Globals node with the following values: repo.owner** – Your GitHub username repo.name** – The name of your GitHub repository storing the credentials repo.path** – The folder path within the repository where credentials are stored For example, if your GitHub username is john-doe, your repository is named n8n-backups, and credentials are stored in a credentials/ folder, you would set: repo.owner → john-doe repo.name → n8n-backups repo.path → credentials/ Required Credentials GitHub API** – Access to your repository n8n API** – To import credentials into your n8n instance Who Is This For? This template is ideal for users who want to restore their credentials from GitHub backups, ensuring easy migration and recovery in case of data loss. Check out my other templates: 👉 My n8n Templates

This n8n template from Intuz provides a complete and automated solution for real-time financial reporting. It instantly syncs new QuickBooks invoices to Google Sheets, using specific invoice data or keywords as triggers to ensure your financial records are always accurate and up-to-date. It uses a webhook to capture every new or updated invoice and logs the essential details into a designated Google Sheet. Perfect for creating custom reports, data backups, or a real-time dashboard of your accounts receivable. Use Cases Financial Reporting:** Create a simple, shareable Google Sheet for team members who don't have QuickBooks access. Data Backup:** Maintain a secure, independent log of all your invoices outside of the QuickBooks ecosystem. Custom Dashboards:** Use the Google Sheet as a data source for tools like Google Data Studio or Grafana to build custom financial dashboards. Auditing:** Easily track the history and status of all invoices in a simple, searchable spreadsheet format. How it Works 1. Instant Webhook Trigger: The workflow activates the moment an invoice is created or updated in QuickBooks. The QuickBooks webhook sends a notification to n8n, kicking off the process in real time. 2. Fetch Full Invoice Details: The initial webhook notification only contains the invoice ID. This node uses that ID to make a call back to the QuickBooks API and retrieve the complete invoice data, including customer name, due date, and more. 3. Format Key Data: A simple Code node cleans up the data fetched from QuickBooks. It extracts only the fields you need—ID, Domain, Customer Name, and Due Date—and structures them perfectly for the next step. 4. Append or Update in Google Sheets: The final node connects to your Google Sheet and uses the powerful "Append or Update" operation. If the ID of the invoice doesn't exist in the sheet, it adds a new row. If the ID already exists, it updates the existing row with the latest information. This ensures your Google Sheet is always a perfect mirror of your QuickBooks invoice data, preventing duplicates and keeping everything current. Setup Instructions For this workflow to run successfully, follow these setup steps: 1. Credentials: QuickBooks: Connect your QuickBooks account credentials to n8n. Google: Connect your Google account using OAuth2 credentials. Ensure the Google Sheets and Google Drive APIs are enabled. 2. QuickBooks Webhook Configuration: Activate the workflow. Copy the Production URL from the Webhook node. In your Intuit Developer Portal, go to the webhooks section for your app. Paste the URL and subscribe to Invoice events (e.g., Create, Update). 3. Google Sheet Setup: Create a Google Sheet for your invoice data. Crucially, create the following headers in the first row of your sheet: -ID -Domain -Customer Name -Due Date 4. Node Configuration: In the Append or update row in sheet node, select your Google Sheet document and the specific sheet name from the dropdown lists. The columns should map automatically if you've set up the headers correctly. Connect with us Website: https://www.intuz.com/cloud/stack/n8n Email: getstarted@intuz.com LinkedIn: https://www.linkedin.com/company/intuz Get Started: https://n8n.partnerlinks.io/intuz

Boost engagement on your Discord server by automatically sharing new YouTube videos along with AI generated summaries of their content. This workflow is ideal for content creators and community managers looking to provide value and spark interest through summarized content, making it easier for community members to decide if a video is of interest to them. Watch this video tutorial to learn more about the template. How it works RSS Feed Trigger**: Monitors your YouTube channel for new uploads using the RSS feed. Video Captions Retrieval**: Fetches video captions using the YouTube API to get detailed content data. AI Summary Generation**: Uses an AI model to generate concise summaries from the video captions, highlighting key points. Discord Notification**: Posts video announcements along with their AI generated summaries to a specified Discord channel using a webhook. Set up steps Configure YouTube RSS Feed: Set up the RSS feed node to detect new video uploads. Add your YouTube channel ID to the URL in the first node: https://www.youtube.com/feeds/videos.xml?channel_id=YOUR_CHANNEL_ID. Connect OpenAI Account: To enable AI summary generation, connect your OpenAI account in n8n. Set Up Discord Webhook: Create a webhook in your Discord server and configure it in the Discord node. Design the Message: Format the Discord message as you like to include the video title, link, and the AI generated summary. Example This template empowers you to maintain a highly engaging Discord community, ensuring members receive not only regular updates but also valuable insights into each video's content without needing to watch immediately.

✉️ Telegram Email Agent with GPT + Gmail Category: Messaging / AI Agent Level: Beginner-Friendly Tags: Telegram, Email Automation, AI Agent, Gmail, GPT Model Watch Step-by-step video guide here: https://www.youtube.com/watch?v=nyI40s9QOuw&t=420s&pp=0gcJCb4JAYcqIYzv 🤖 What This Workflow Does This workflow turns your Telegram bot into a personal email assistant powered by AI. With just a message on Telegram, users can: Send an email via Gmail Automatically generate the email content using OpenAI Models. Get confirmation or responses directly in Telegram It's like ChatGPT meets Gmail, inside your Telegram chat. 🔧 How It Works Telegram Trigger – Listens for incoming messages from your bot. AI Agent – Processes the input using OpenAI Model and converts it into structured email content (To, Subject, Body). Memory Node – Stores short-term context per user (via chat ID), so the agent can hold simple conversations. Gmail Node – Sends the generated email using your Gmail account. Telegram Node – Replies to the user confirming the output or status. 🧠 Why This is Useful Ever wanted to send an email while on the go, without typing the whole thing out in Gmail? This is a fast, intuitive, and AI-powered way to: Dictate or draft emails from anywhere Create an AI-powered virtual assistant via Telegram Integrate n8n's Langchain Agent with real-world productivity use cases 🪜 Setup Instructions Connect your Telegram bot via BotFather and add the credentials in n8n. Set up your OpenAI API key (GPT-4o-mini recommended). Add your Gmail OAuth credentials. Activate the workflow and start messaging your bot!

Company Website Chatbot Agent Overview This workflow implements a modular Website AI Chatbot Assistant capable of handling multiple types of customer interactions autonomously. Instead of relying on a single large agent to handle all logic and tools, this system routes user queries to specialized sub-agents—each dedicated to a specific function. By using a manager-style orchestration layer, this approach prevents overloading a single AI model with excessive context, leading to cleaner routing, faster execution, and easier scaling as your automation needs grow. How It Works 1. Chat Trigger The flow is initiated when a chat message is received via the website widget. 2. Manager Agent (Ultimate Website AI Assistant) The central LLM-based agent is responsible for parsing the message and deciding which specialized sub-agent to route it to. It uses an OpenAI GPT model for natural language understanding and a lightweight memory system to preserve recent context. 3. Sub-Agent Routing calendarAgent: Handles availability checks and books meetings on connected calendars. RAGAgent: Searches company documentation or FAQs to provide accurate responses from your internal knowledge base. ticketAgent: Forwards requests to human support by generating and sending support tickets to a designated email. Setup Instructions Embed the Chatbot Use a custom HTML widget or script to embed the chatbot interface on your website. Connect the frontend to the webhook that triggers the When chat message received node. Configure Your OpenAI Key Insert your API key in the OpenAI Chat Model node. Adjust the model parameters for temperature, max tokens, etc., based on how formal or creative you want the bot to be. Customize Sub-Agents calendarAgent: Connect to your Google or Outlook calendar. RAGAgent: Link to a vector store or document database via API or native integration. ticketAgent: Set the destination email and format for ticket generation (e.g. via SendGrid or SMTP). Deploy in Production Host on n8n Cloud or your self-hosted instance. Monitor usage through the Executions tab and refine prompts based on user behavior. Benefits Modular system with dedicated logic per function Reduces token bloat by offloading complexity to sub-agents Easy to scale by adding more tools (e.g. CRM, analytics) Fast and responsive user experience for customers on your site Cleaner code structure and easier debugging

This n8n workflow automates the generation and delivery of a daily order summary via email. It leverages an AI Agent to fetch and summarize e-commerce order data from the last 24 hours stored in Supabase, providing a concise overview of the daily business operations. How it works Scheduled Trigger:** The workflow is triggered every day at 8 AM. Sender Email Configuration:** A manual step allows you to set the sender's email address. AI Agent:** An AI Agent node acts as the central intelligence, interacting with various tools to gather and process data. Supabase Data Fetching:** The AI Agent calls "Get Orders," "Get Order Items," "Get Clients," and "Get Products" tables to retrieve relevant e-commerce data from your Supabase database. OpenAI Chat Model:** An OpenAI Chat Model with the 4.1 model is integrated to help the AI Agent understand and summarize the fetched data into a human-readable format. Gmail Summary:** Finally, the workflow sends a summarized report to your specified email address using the "Send Gmail Summary" node. Set up steps This setup will take approximately 15-20 minutes. Download the workflow: Download this workflow and import it into your n8n instance. Configure the Daily 8am trigger: Ensure the "Daily 8am" trigger is active and set to your desired timezone. Set Sender Email: In the "Set Sender Email" node, manually enter the email address you wish to use as the sender for the daily reports. Configure AI Agent: Chat Model: Connect your OpenAI Chat Model credential. Memory & Tools: Ensure all the necessary nodes ("Get Orders", "Get Order Items", "Get Clients", "Get Products", "Send Gmail Summary") are correctly linked to the AI Agent. In our workflow we call data from 4 tables in Supabase. Configure Supabase Database Connections: For each of the "Get Orders," "Get Order Items," "Get Clients," and "Get Products" nodes, you will need to configure your Supabase credentials to access your e-commerce database. Select the tables (e.g., orders, order_items, clients, products) that you want the AI agent to pull data from in your Supabase schema. Configure Gmail Credentials: In the "Send Gmail Summary" node, connect your Gmail account credentials to allow n8n to send emails on your behalf. Test the workflow: Run the workflow manually to ensure all connections are working correctly and the email summary is generated as expected. Requirements n8n instance:** An active n8n instance (self-hosted or cloud). Supabase Account:** A Supabase account with your e-commerce order data accessible. OpenAI API Key:** An OpenAI API key for the Chat Model. Gmail Account:** A Gmail account credentials to send the daily summaries. Need help? Feel free to contact us at 1 Node. Get instant access to a library of free resources we created.

Overview This automated workflow delivers a weekly digest of the most important AI news directly to your inbox. Every Monday at 9 AM, it uses Perplexity AI to research the latest developments and organizes them into four key categories: New Technology, Trending Topics, Top Stories, and AI Security. The workflow then formats this information into a beautifully designed HTML email with summaries, significance explanations, and source links. What It Does Automatically searches for the latest AI news using Perplexity AI Categorizes content into four focused areas most relevant to AI enthusiasts and professionals Generates comprehensive summaries explaining why each story matters Creates a professional HTML email with styled sections and clickable links Sends weekly on Monday at 9 AM (customizable schedule) Includes error handling with fallback content if news parsing fails Setup Instructions Import the Workflow Copy the JSON code and import it into your n8n instance The workflow will appear as “Daily AI News Summary” Configure Perplexity API Sign up for a Perplexity API account at perplexity.ai Create new credentials in n8n: Type: “OpenAI” Name: “perplexity-credentials” API Key: Your Perplexity API key Base URL: https://api.perplexity.ai Set Up Email Credentials Configure SMTP credentials in n8n: Name: “email-credentials” Add your email provider’s SMTP settings Test the connection to ensure emails can be sent Customize Email Settings Open the “Send Email Summary” node Update the toEmail field with your email address Modify the fromEmail if needed (must match your SMTP credentials) Optional Customizations Change Schedule:** Modify the “Daily Trigger” node to run at your preferred time Adjust Categories:** Edit the Perplexity prompt to focus on different AI topics or change the theme altogether Modify Styling:** Update the HTML template in the “Format Email Content” node Test and Activate Run a test execution to ensure everything works correctly Activate the workflow to start receiving daily AI news summaries Requirements n8n instance (cloud or self-hosted) Perplexity API account and key SMTP email access (Gmail, Outlook, etc.)

Who is this for? This workflow is perfect for: Companies that manage invoices through Google Drive Business owners who want to minimize manual data entry and maximize accuracy Accounting teams and finance departments seeking to automate invoice processing What problem is this workflow solving? Processing invoices manually is time-consuming, error-prone, and inconsistent. This workflow solves those issues by: Automating invoice processing** from detection to data extraction to storage Improving accuracy** by using AI to extract key invoice data fields reliably Reducing human workload** while maintaining compliance and consistency What this workflow does This workflow creates a fully automated invoice processing system by: Monitoring a Google Drive folder for new PDF invoices in real time Downloading the PDF files and extracting their content using OCR technology Using AI (OpenAI) to parse and extract key invoice fields such as invoice number, date, total amount, vendor name, itemized details, tax, and category Validating the extracted data to ensure compliance with a structured JSON schema Storing structured data in Google Sheets for easy access, review, and reporting Key Features: AI-powered extraction handles both text-based and scanned PDF invoices Provides a structured, searchable invoice database in Google Sheets Configured to run as frequently as the user needs, ensuring timely processing. Setup Copy the Google Sheet template here: 👉 PDF Invoice Parser – Google Sheet Template Connect your Google Drive account to the Drive Trigger and File Download nodes Add your OpenAI API key in the AI Parser node Link the Google Sheet in the final storage node Drop a test invoice PDF into the monitored Drive folder Required Credentials: OpenAI API Key** Google Drive Credentials** Google Sheets Credentials** How to customize this workflow to your needs Modify the polling interval** (default: every minute) for higher/lower frequency. Integrate with your accounting software** by adding nodes (e.g., QuickBooks, Xero). Use alternative LLM** such as Gemini, Claude.

This cutting-edge n8n automation is a powerful market research tool designed to continuously monitor and capture User-Generated Content (UGC) opportunities on Fiverr. By intelligently scraping, parsing, and logging gig data, this workflow provides: Automated Market Scanning: Daily scrapes of Fiverr UGC gigs Real-time market intelligence Consistent, hands-off data collection Intelligent Data Extraction: Parses complex HTML structures Captures key gig details Transforms unstructured web data into actionable insights Seamless Data Logging: Automatic Google Sheets integration Comprehensive gig marketplace tracking Historical data preservation Key Benefits 🤖 Full Automation: Continuous market research 💡 Smart Filtering: Detailed UGC gig insights 📊 Instant Reporting: Real-time market trends ⏱️ Time-Saving: Eliminate manual research Workflow Architecture 🔍 Stage 1: Automated Triggering Scheduled Scraping**: Daily gig discovery Precise Timing**: Configurable run intervals Consistent Monitoring**: Always-on market intelligence 🌐 Stage 2: Web Scraping HTTP Request**: Fetch Fiverr search results Dynamic Headers**: Bypass potential scraping restrictions Targeted Search**: UGC-specific gig discovery 🧩 Stage 3: Data Extraction HTML Parsing**: Extract critical gig information Structured Data Collection**: Gig Prices Seller Names Gig Titles Direct Gig URLs 📋 Stage 4: Data Logging Google Sheets Integration**: Automatic data storage Historical Tracking**: Build comprehensive gig databases Easy Analysis**: Spreadsheet-ready format Potential Use Cases Content Creators**: Market rate research Freelance Platforms**: Competitive intelligence Marketing Agencies**: UGC trend analysis Recruitment Specialists**: Talent pool mapping Business Strategists**: Market opportunity identification Setup Requirements Fiverr Search Configuration Targeted search keywords Specific UGC categories Web Scraping Preparation User-agent rotation strategy Potential proxy configuration Robust error handling Google Sheets Setup Connected Google account Prepared spreadsheet Appropriate sharing permissions n8n Installation Cloud or self-hosted instance Import workflow configuration Configure API credentials Future Enhancement Suggestions 🤖 AI-powered gig trend analysis 📊 Advanced data visualization 🔔 Real-time price change alerts 🧠 Machine learning market predictions 🌐 Multi-platform gig tracking Ethical Considerations Respect Fiverr's Terms of Service Implement responsible scraping practices Avoid overwhelming target websites Use data for legitimate research purposes Technical Recommendations Implement exponential backoff for requests Use randomized delays between scrapes Maintain flexible CSS selector strategies Consider rate limiting and IP rotation Connect With Me Ready to unlock market insights? 📧 Email: Yaron@nofluff.online 🎥 YouTube: @YaronBeen 💼 LinkedIn: Yaron Been Transform your market research with intelligent, automated workflows!