Workflow Templates

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

6 nodes2 views

Generate Financial Reports with AI Insights, Budget Analysis & Smart Alerts

by Jitesh Dugar

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

6 nodes

Generate AI-Powered Morning Briefs from ClickUp to Slack and Gmail with GPT-4o

by Rahul Joshi

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. 🚀

8 nodes2 views

Score Product-Qualified Leads with Amplitude, Claude & PDL for Sales Routing

by Connor Provines

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

7 nodes1 views

Dynamic Hubspot Lead Routing with GPT-4 and Airtable Sales Team Distribution

by MANISH KUMAR

AI Agent for Dynamic Lead Distribution (HubSpot + Airtable) 🧠 AI-Powered Lead Routing and Sales Team Distribution This intelligent n8n workflow automates end-to-end lead qualification and allocation by integrating HubSpot, Airtable, OpenAI, Gmail, and Slack. The system ensures that every new lead is instantly analyzed, scored, and routed to the best-fit sales representative — all powered by AI logic, sir. 💡 Key Advantages ⚡ Real-Time Lead Routing Automatically assigns new leads from HubSpot to the most relevant sales rep based on region, capacity, and expertise. 🧠 AI Qualification Engine An OpenAI-powered Agent evaluates the lead’s industry, region, and needs to generate a persona summary and routing rationale. 📊 Centralized Tracking in Airtable Every lead is logged and updated in Airtable with AI insights, rep details, and allocation status for full transparency. 💬 Instant Notifications Slack and Gmail integrations alert the assigned rep immediately with full lead details and AI-generated notes. 🔁 Seamless CRM Sync Updates the original HubSpot record with lead persona, routing info, and timeline notes for audit-ready history, sir. ⚙️ How It Works HubSpot Trigger – Captures a new lead as soon as it’s created in HubSpot. Fetch Contact Data – Retrieves all relevant fields like name, company, and industry. Clean & Format Data – A Code node standardizes and structures the data for consistency. Airtable Record Creation – Logs the lead data into the “Leads” table for centralized tracking. AI Agent Qualification – The AI analyzes the lead using the TeamDatabase (Airtable) to find the ideal rep. Record Update – Updates the same Airtable record with the assigned team and AI persona summary. Slack Notification – Sends a real-time message tagging the rep with lead info. Gmail Notification – Sends a personalized handoff email with context and follow-up actions. HubSpot Sync – Updates the original contact in HubSpot with the assignment details and AI rationale, sir. 🛠️ Setup Steps Trigger Node:** HubSpot → Detect new leads. HubSpot Node:** Retrieve complete lead details. Code Node:** Clean and normalize data. Airtable Node:** Log lead info in the “Leads” table. AI Agent Node:** Process lead and match with sales team. Slack Node:** Notify the designated representative. Gmail Node:** Email the rep with details. HubSpot Node:** Update CRM with AI summary and allocation status, sir. 🔐 Credentials Required HubSpot OAuth2 API** – To fetch and update leads. Airtable Personal Access Token** – To store and update lead data. OpenAI API** – To power the AI qualification and matching logic. Slack OAuth2** – For sending team notifications. Gmail OAuth2** – For automatic email alerts to assigned reps, sir. 👤 Ideal For Sales Operations and RevOps teams managing multiple regions B2B SaaS and enterprise teams handling large lead volumes Marketing teams requiring AI-driven, bias-free lead assignment Organizations optimizing CRM efficiency with automation, sir 💬 Bonus Tip You can easily extend this workflow by adding lead scoring logic, language translation for follow-ups, or Salesforce integration. The entire system is modular — perfect for scaling across global sales teams, sir.

10 nodes3 views

Automate Customer Feedback Classification with AI, Google Sheets, and Slack Alerts

by WeblineIndia

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

6 nodes5 views

AI-Powered Price Watchdog: Competitor Monitoring & Alerting (Decodo & Gemini)

by Atta

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.

6 nodes1 views

Monitor Ad Performance Drops with Meta & Google Ads + Multi-channel Alerts

by Avkash Kakdiya

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.

7 nodes

Generate Viral Facebook Posts with Gemini 2.0 & AI Image Generation

by Charles

🚀 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! 🚀

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Streamline Client Onboarding with PDF, Trello, Slack, Gmail & Airtable

by Jitesh Dugar

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

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Create AI proposals from Fireflies transcripts with GPT-4o, Google Docs, Gmail and Telegram approval

by Devon Toh

Fireflies AI - Meeting Proposal Automation Listens for completed Fireflies transcripts, qualifies whether a proposal is needed using OpenAI, drafts structured proposal content, populates a Google Doc template, converts to PDF, and sends it to the client via Gmail after you approve it in Telegram. Who is this for? Freelancers, agency owners, and consultants who run discovery or sales calls and want proposals out the door faster. If you are spending 30-60 minutes after every call writing proposals by hand, this workflow turns that into a 30-second review-and-approve flow from your phone. What problem does this solve? Proposals lose momentum. The longer the gap between a call and a follow-up, the colder the lead gets. Most freelancers finish a great call, get pulled into other work, and send the proposal 2-3 days later when the client has already moved on. This workflow captures everything from the Fireflies transcript, drafts a proposal using your own Google Doc template, and holds it for your approval before sending - so you stay fast without losing control or quality. How it works Fireflies Webhook receives a transcript-ready event after your meeting ends Respond 200 OK sends an immediate response so Fireflies does not retry Fetch Fireflies Transcript calls the Fireflies GraphQL API to pull the full transcript, participants, summary, and action items using the transcript ID from the webhook IF Transcript Valid checks the response is not empty or malformed before proceeding OpenAI Qualify Meeting analyzes the full transcript - determines if this was a sales/discovery call that needs a proposal, and extracts client name, email, company, pain points, services discussed, and scope IF Needs Proposal routes to drafting if qualified, or notifies you via Telegram that no proposal is needed with the reason OpenAI Draft Proposal generates structured content for each template variable - CLIENT_NAME, MEETING_RECAP, UNDERSTANDING_OF_NEEDS, PROPOSED_SOLUTION, DELIVERABLES, TIMELINE, INVESTMENT, NEXT_STEPS Prepare Proposal Data consolidates AI outputs from both OpenAI nodes into a single clean data object Copy Template Doc duplicates your Google Doc template in Drive, Replace Template Variables does a find-and-replace for all 10 placeholders Export Doc as PDF converts the populated doc, Save PDF to Google Drive stores it in your proposals folder Telegram Send Approval Request sends you a summary with client details, a link to review the doc, and Approve/Reject buttons Wait for Approval pauses the workflow execution until you click a button - no polling, no timeout pressure If approved and client email exists, Send Proposal via Gmail emails the PDF with a professional follow-up message If client email was not found in the transcript, Telegram Ask for Email prompts you to reply with the address before sending Setup [ ] Fireflies - Create an HTTP Header Auth credential with your Fireflies API key. Go to Fireflies > Settings > Developer Settings > Webhooks, add your n8n webhook production URL, and select the Transcription completed event [ ] OpenAI - Connect your API key credential. Default model is GPT-4o for both qualification and drafting. GPT-4o-mini works for qualification if you want to save cost on that step [ ] Google Doc Template - Create a Google Doc with your proposal layout. Insert these exact placeholders where you want AI content: {{CLIENT_NAME}}, {{CLIENT_COMPANY}}, {{MEETING_DATE}}, {{MEETING_RECAP}}, {{UNDERSTANDING_OF_NEEDS}}, {{PROPOSED_SOLUTION}}, {{DELIVERABLES}}, {{TIMELINE}}, {{INVESTMENT}}, {{NEXT_STEPS}}. Copy the Doc ID from the URL and paste it into the Copy Template Doc node fileId field [ ] Google Drive - Set the destination folder ID in both the Copy Template Doc and Save PDF to Google Drive nodes. This is where proposal docs and PDFs will be stored [ ] Gmail - Connect your Google OAuth2 credential. The email will be sent from whichever Gmail account you authenticate [ ] Telegram - Create a bot via @BotFather, copy the token. Get your Chat ID by messaging @userinfobot. Enter both in all 6 Telegram nodes [ ] Test first - Set the workflow to inactive. Send a manual POST to the webhook URL with a real transcript ID from a past meeting. Review the full execution before activating for production Customization tips Qualification criteria - Edit the OpenAI Qualify Meeting system prompt to match your business. Add or remove trigger conditions like budget discussion, timeline mentioned, or specific services Proposal tone - Adjust the OpenAI Draft Proposal system prompt few-shot examples and instructions to match your brand voice and proposal structure Notification channel - Swap all Telegram nodes for Slack (using Slack node + webhook callback) if your team lives in Slack Email copy - Edit the Gmail node message body to include your name, title, company, and any standard sign-off or links Pricing logic - The default {{INVESTMENT}} value is [PRICING TO BE CONFIRMED]. Modify the OpenAI Draft Proposal prompt to generate pricing tiers based on scope if you have standard packages Batch processing - If you run back-to-back calls, each transcript triggers independently. No conflicts between parallel executions