Workflow Templates

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

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

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

Overview Turn your cluttered inbox into a smart, autonomous assistant that categorizes emails, replies to leads, checks your calendar, and notifies you on Telegram—all without lifting a finger. This workflow is designed for a marketing agency, but can be adapted for any business. It classifies incoming emails into categories like Sales, Client Communication, Reports, Billing, and Other. If it detects a new lead or priority message, it routes the email to one of two agents: The Calendar Agent checks your availability in Google Calendar and drafts a consultation reply The Knowledge Agent answers FAQs using your business knowledge base (with Supabase embeddings) Both agents create draft email responses and send a Telegram alert so you're always in the loop. Who’s it for Founders and agency owners buried in emails Marketing teams handling lots of inbound leads Customer support managers automating Tier 1 replies Anyone who wants a cleaner, smarter inbox without hiring a VA How it works Gmail trigger watches for incoming emails Email content is passed to an AI classifier to apply a label (Sales, Client, Billing, etc.) If the message is a new inquiry or lead, it’s routed to: Calendar Agent → checks Google Calendar and drafts a reply with available slots Knowledge Agent → searches vector DB and drafts a helpful reply from documentation Both agents create a Gmail draft response and send a Telegram notification with summary Example use case > A lead emails you asking for a discovery call. > > ✅ Email is labeled "Sales" > ✅ AI Calendar Agent checks your Google Calendar > ✅ A reply is drafted offering free time slots > ✅ You get a Telegram ping: > "New lead: Abdul Mir. I checked your calendar and drafted a reply. Check your email!" How to set up Connect your Gmail and set up a trigger for new messages Train the AI classifier with example categories and emails Connect Google Calendar API for availability checks Upload your internal docs and sync to Supabase vector store Connect Telegram for alerts Customize AI prompts and escalation logic as needed Requirements Gmail integration OpenAI or Claude API (for classification + chat agents) Google Calendar API Supabase (or Pinecone, Weaviate) for RAG vector DB Telegram bot API key How to customize Add custom labels like “Recruiting,” “Investor,” or “Support” Replace Telegram with Slack or SMS alerts Add CRM sync to update lead status Escalate complicated replies to a human via task creation Add auto-send (instead of drafts) after review or based on confidence score

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

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

Intelligent Deal Follow-Up Automation (n8n + Zoho CRM + AI) This workflow automatically detects inactive deals in Zoho CRM and triggers AI-driven follow-ups across multiple channels. It analyzes deal activity, determines the optimal follow-up method, generates personalized communication using AI, routes execution through Email/WhatsApp/Call and updates CRM records to maintain a continuous engagement cycle. Quick Implementation Steps Configure Zoho CRM, Gmail/SMTP and AI API credentials. Import the workflow into n8n. Ensure deals contain activity tracking fields (Last Activity Time, Follow-up fields). Activate the workflow. Workflow runs on schedule and processes inactive deals automatically. Follow-ups are triggered and CRM records are updated. What It Does This workflow eliminates manual follow-up tracking by continuously monitoring deal activity within Zoho CRM. It identifies inactive deals based on configurable inactivity thresholds and processes them through an AI-powered decision pipeline. The system evaluates deal inactivity, determines urgency and selects the most appropriate follow-up channel using a hybrid approach of rule-based logic and AI recommendations. It then generates personalized follow-up content tailored to the deal context. Once generated, the workflow routes execution through the appropriate communication channel, sends notifications, creates CRM tasks when necessary and updates deal records to maintain a consistent engagement history. Who’s It For Sales teams managing large deal pipelines SDR/BDR teams handling outbound follow-ups CRM administrators automating engagement workflows Founders monitoring deal progression Agencies building automation systems for CRM clients Requirements n8n instance Zoho CRM OAuth2 credentials Email provider (Gmail / SMTP / API-based service) AI model API key (Gemini / OpenAI / Claude) Deals with activity tracking fields configured How It Works & Setup Step 1 - Cron Trigger Runs on a scheduled basis to initiate deal evaluation. Step 2 - Fetch Deals Retrieves active deals from Zoho CRM. Step 3 - Process Deal Data Splits and normalizes deal records for individual processing. Step 4 - Inactivity Detection Calculates days since last activity and filters stalled deals. Step 5 - AI Content Generation Sends deal context to AI and generates structured follow-up content. Step 6 - Follow-Up Decision Logic Combines AI recommendations with inactivity rules to determine channel and priority. Step 7 - Channel Routing Routes deals via Switch node into Email, WhatsApp or Call workflows. Step 8 - Execute Follow-Up Sends communication or creates follow-up tasks. Step 9 - Update CRM Records Updates deal fields including follow-up status, timestamp and channel. How to Customize Nodes Change Follow-Up Logic Modify inactivity thresholds and decision rules in the Function node. Change AI Output Adjust AI prompt to include: Sentiment scoring Objection handling Deal risk classification Multi-step follow-up sequences Change Communication Channels Replace or extend nodes for: WhatsApp API Slack / Teams SMS providers Modify CRM Updates Update Zoho node to store data in: Custom fields Notes Activities Tags Add-Ons (Optional Enhancements) Multi-touch follow-up sequences (Touch-1, Touch-2, Touch-3) Business-hours-based scheduling Response tracking and engagement scoring AI-driven deal risk prediction Weekly summary reports for sales teams Integration with dashboards (Notion, Airtable, Google Sheets) Use Case Examples Automatic follow-up for deals with no activity for 7+ days Prioritized engagement for high-value or high-risk deals AI-generated personalized outreach messages CRM enrichment with follow-up history Consistent and scalable sales engagement automation Troubleshooting Guide | Issue | Possible Cause | Solution | |------|--------------|----------| | No follow-up triggered | Inactivity condition not met | Adjust threshold logic | | Missing AI output | API error or invalid prompt | Validate AI configuration | | Wrong channel selection | Rule override logic issue | Verify decision logic | | CRM update failed | OAuth or field mismatch | Reconnect and validate fields | | Email not sent | Email credentials expired | Re-authenticate provider | | Duplicate follow-ups | Status not updated | Ensure update node runs after execution | Need Help? Our n8n automation developers at WeblineIndia are happy to assist if you need any assistance with workflow optimization, AI prompt engineering or CRM automation scaling: AI workflow design. n8n automation development. Zoho CRM integration. Multi-channel communication systems. Sales automation strategy. Contact WeblineIndia Services: Process automation, n8n, AI automation, RevOps engineering, Business workflow automation, Zoho CRM automation

Overview This workflow automates end-to-end contract analysis using AI. It extracts clauses, evaluates risks, tracks obligations, and generates an executive summary from uploaded contracts. By combining multiple AI agents with structured parsing and scoring logic, the workflow provides deep legal insights and automatically flags high-risk contracts. It helps legal, compliance, and business teams review contracts faster, reduce risk, and ensure better decision-making. How It Works Webhook Trigger Accepts contract uploads via API endpoint. Workflow Configuration Defines: Risk threshold Alert recipients Slack notification channel PDF Text Extraction Extracts raw text from uploaded contract files. Parallel AI Analysis Multiple AI agents process the contract simultaneously: Clause Extraction Agent Identifies and categorizes contract clauses Risk Assessment Agent Evaluates clause-level risks Assigns risk levels and recommendations Obligation Extraction Agent Extracts responsibilities, deadlines, and commitments Executive Summary Agent Generates structured contract summary and insights Structured Output Parsing Ensures consistent JSON outputs for all agents Data Aggregation Merges outputs from all AI agents into one dataset Risk Scoring Engine Calculates weighted risk score based on: Clause types Risk levels Missing critical clauses AI confidence scores Generates: Score breakdown Red flags Recommendations Data Preparation Formats contract data for storage and tracking Database Storage Stores: Contract metadata Clauses Obligations Risk scoring results Risk Evaluation Compares calculated risk score against threshold Alert System If risk is high: Sends email alerts Sends Slack notifications Setup Instructions Webhook Setup Configure endpoint (contract-upload) Connect to your document upload system AI Model Setup Add Anthropic (Claude 3.5) or OpenAI credentials Connect model to all AI agent nodes Database Setup Configure Postgres credentials Create tables: contracts contract_clauses contract_obligations risk_scoring Email Integration Configure Gmail or SMTP credentials Set alert recipient emails Slack Integration Add Slack credentials Set channel ID for alerts Configuration Settings Adjust: Risk threshold (e.g., 0.7) Alert recipients Slack channel Use Cases Legal contract review automation Vendor agreement risk assessment Compliance and audit workflows Procurement contract validation AI-powered legal tech solutions Requirements AI model API (Anthropic or OpenAI) Postgres database Email service (Gmail/SMTP) Slack workspace n8n instance Key Features Multi-agent AI contract analysis Clause extraction and categorization Risk scoring with weighted logic Obligation tracking and deadline extraction Executive summary generation Automated high-risk alert system Structured database storage for audit Summary A powerful AI-driven contract intelligence workflow that transforms unstructured legal documents into structured insights, risk scores, and actionable recommendations. It enables faster contract reviews, better risk management, and scalable legal automation.

Google Drive to FTP Transfer Workflow - Setup Guide Overview This n8n workflow automatically transfers files from Google Drive to an FTP server on a scheduled basis. It includes comprehensive logging, email notifications, and error handling. Features Automated Scheduling**: Runs every 6 hours (customizable) Manual Trigger**: Webhook endpoint for on-demand transfers File Filtering**: Supports specific file types and size limits Comprehensive Logging**: Detailed transfer reports saved to Google Drive Email Notifications**: HTML reports sent after each run Error Handling**: Graceful handling of failed transfers Batch Processing**: Files processed individually to prevent rate limits Prerequisites Before setting up this workflow, ensure you have: n8n instance running (self-hosted or cloud) Google Drive account with files to transfer FTP server with upload permissions Email service for sending reports (SMTP) Step-by-Step Setup Instructions 1. Google Drive API Setup 1.1 Create Google Cloud Project Go to Google Cloud Console Create a new project or select existing one Enable the Google Drive API: Navigate to "APIs & Services" → "Library" Search for "Google Drive API" Click "Enable" 1.2 Create OAuth2 Credentials Go to "APIs & Services" → "Credentials" Click "Create Credentials" → "OAuth client ID" Configure consent screen if prompted Choose "Web application" as application type Add your n8n instance URL to authorized redirect URIs: https://your-n8n-instance.com/rest/oauth2-credential/callback Note down the Client ID and Client Secret 1.3 Configure n8n Credential In n8n, go to "Credentials" → "Add Credential" Select "Google Drive OAuth2 API" Enter your Client ID and Client Secret Complete OAuth flow by clicking "Connect my account" Set credential ID as: your-google-drive-credentials-id 2. FTP Server Setup 2.1 FTP Server Requirements Ensure FTP server is accessible from your n8n instance Verify you have upload permissions Note the server details: Host/IP address Port (usually 21 for FTP) Username and password Destination directory path 2.2 Configure n8n FTP Credential In n8n, go to "Credentials" → "Add Credential" Select "FTP" Enter your FTP server details: Host: your-ftp-server.com Port: 21 (or your custom port) Username: your-ftp-username Password: your-ftp-password Set credential ID as: your-ftp-credentials-id 3. Email Setup (SMTP) 3.1 Choose Email Provider Configure SMTP settings for one of these providers: Gmail**: smtp.gmail.com, port 587, use App Password Outlook**: smtp-mail.outlook.com, port 587 Custom SMTP**: Your organization's SMTP server 3.2 Configure n8n Email Credential In n8n, go to "Credentials" → "Add Credential" Select "SMTP" Enter your SMTP details: Host: smtp.gmail.com (or your provider) Port: 587 Security: STARTTLS Username: your-email@example.com Password: your-app-password Set credential ID as: your-email-credentials-id 4. Workflow Configuration 4.1 Import Workflow Copy the workflow JSON from the artifact above In n8n, click "Import from JSON" Paste the workflow JSON and import 4.2 Update Credential References Google Drive nodes: Verify credential ID matches your-google-drive-credentials-id FTP node: Verify credential ID matches your-ftp-credentials-id Email node: Verify credential ID matches your-email-credentials-id 4.3 Customize Parameters FTP Server Settings (Upload to FTP node) { "host": "your-ftp-server.com", // Replace with your FTP host "username": "your-ftp-username", // Replace with your FTP username "password": "your-ftp-password", // Replace with your FTP password "path": "/remote/directory/{{ $json.validFiles[$json.batchIndex].name }}", // Update destination path "port": 21 // Change if using different port } Email Settings (Send Report Email node) { "sendTo": "admin@yourcompany.com", // Replace with your email address "subject": "Google Drive to FTP File Transfer - Report" } File Filter Settings (Filter & Validate Files node) In the JavaScript code, update these settings: const transferNotes = { settings: { maxFileSizeMB: 50, // Change maximum file size allowedExtensions: [ // Add/remove allowed file types '.pdf', '.doc', '.docx', '.txt', '.jpg', '.png', '.zip', '.xlsx' ], autoDeleteAfterTransfer: false, // Set to true to delete from Drive after transfer verifyTransfer: true // Keep true for verification } }; Google Drive Notes Storage (Upload Notes to Drive node) { "parents": { "parentId": "your-notes-folder-id" // Replace with actual folder ID from Google Drive } } 5. Schedule Configuration 5.1 Modify Schedule Trigger In the "Schedule Trigger" node, adjust the interval: { "rule": { "interval": [ { "field": "hours", "hoursInterval": 6 // Change to desired interval (hours) } ] } } Alternative schedule options: Daily**: "field": "days", "daysInterval": 1 Weekly**: "field": "weeks", "weeksInterval": 1 Custom cron**: Use cron expression for complex schedules 5.2 Webhook Configuration The webhook trigger is available at: POST https://your-n8n-instance.com/webhook/webhook-transfer-status Use this for manual triggers or external integrations. 6. Testing and Validation 6.1 Test Connections Test Google Drive: Run "Get Drive Files" node manually Test FTP: Upload a test file using "Upload to FTP" node Test Email: Send a test email using "Send Report Email" node 6.2 Run Test Transfer Activate the workflow Click "Execute Workflow" to run manually Monitor execution in the workflow editor Check for any error messages or failed nodes 6.3 Verify Results FTP Server**: Confirm files appear in destination directory Email**: Check you receive the transfer report Google Drive**: Verify transfer notes are saved to specified folder 7. Monitoring and Maintenance 7.1 Workflow Monitoring Execution History**: Review past runs in n8n interface Error Logs**: Check failed executions for issues Performance**: Monitor execution times and resource usage 7.2 Regular Maintenance Credential Renewal**: Google OAuth tokens may need periodic renewal Storage Cleanup**: Consider archiving old transfer notes Performance Tuning**: Adjust batch sizes or schedules based on usage 8. Troubleshooting 8.1 Common Issues Google Drive Authentication Errors: Verify OAuth2 credentials are correctly configured Check if Google Drive API is enabled Ensure redirect URI matches n8n instance URL FTP Connection Failures: Verify FTP server credentials and connectivity Check firewall settings allow FTP connections Confirm destination directory exists and has write permissions Email Delivery Issues: Verify SMTP credentials and server settings Check if email provider requires app-specific passwords Ensure sender email is authorized File Transfer Failures: Check file size limits in filter settings Verify allowed file extensions include your file types Monitor FTP server disk space 8.2 Debug Mode Enable debug mode by: Adding console.log statements in code nodes Using "Execute Workflow" with step-by-step execution Checking node outputs for data validation 9. Advanced Customizations 9.1 Additional File Filters Add custom filtering logic in the "Filter & Validate Files" node: // Example: Filter by modification date const isRecentFile = new Date(file.modifiedTime) > new Date(Date.now() - 7 * 24 * 60 * 60 * 1000); // Last 7 days // Example: Filter by folder location const isInSpecificFolder = file.parents && file.parents.includes('specific-folder-id'); 9.2 Enhanced Reporting Customize the email report template in "Send Report Email" node: 📊 File Transfer Report Summary Date: {{ new Date().toLocaleString('en-US') }} Success Rate: {{ Math.round((successfulTransfers / totalFiles) * 100) }}% 9.3 Integration with Other Services Add nodes to integrate with: Slack**: Send notifications to team channels Discord**: Post updates to Discord servers Webhook**: Trigger other workflows or systems Database**: Log transfers to MySQL, PostgreSQL, etc. 10. Security Considerations 10.1 Credential Security Use environment variables for sensitive data Regularly rotate FTP and email passwords Implement least-privilege access for service accounts 10.2 Network Security Use SFTP instead of FTP when possible Implement VPN connections for sensitive transfers Monitor network traffic for unusual patterns 10.3 Data Privacy Ensure compliance with data protection regulations Implement data retention policies for transfer logs Consider encryption for sensitive file transfers Support and Resources Documentation Links n8n Documentation Google Drive API Documentation n8n Community Forum Getting Help If you encounter issues: Check the troubleshooting section above Review n8n execution logs for error details Search the n8n community forum for similar issues Create a support ticket with detailed error information Note: Replace all placeholder values (URLs, credentials, IDs) with your actual configuration before running the workflow.

Description A comprehensive real estate chatbot automation system that handles customer inquiries, property searches, and appointment scheduling through intelligent conversation flows and email processing. How it works? This template creates an end-to-end real estate automation system that handles customer inquiries from initial contact through appointment booking. 1. Customer Entry Point Webhook receives customer messages from chat interface Link detection checks if customer shared property URLs Smart routing - if property link found, fetch details immediately; otherwise proceed to chat 2. AI Content Processing Content filter (PRIORITY) - blocks non-real estate queries upfront Information extraction - scans messages for personal details and property requirements Human handoff detection - identifies requests for live agent assistance 3. Data Collection Phase Sequential gathering: Personal info (name → phone → email) then property needs Smart validation - phone format, email structure, budget parsing No redundancy - never asks for information already provided PostgreSQL storage - saves customer data and conversation memory 4. Property Search & Matching Database query filters properties by type, location, budget, availability Image enhancement - fetches property photos from media storage Results ranking - returns top 5 matches sorted by price 5. AI Response Generation GPT-4 formatting creates engaging, professional property listings Visual enhancement - includes property images and key details Personalized tone - acknowledges customer preferences 6. Appointment Automation Gmail monitoring - checks for appointment confirmations every hour Calendar integration - creates, updates, deletes appointments automatically Smart scheduling - checks availability, suggests alternatives for conflicts Email responses - sends confirmations and follow-ups Intelligence Features Context Awareness Remembers conversation history across sessions Builds complete customer profile progressively Maintains property preferences throughout interaction Smart Extraction Recognizes property types: HDB, Condo, Apartment Parses locations and MRT preferences automatically Handles various budget formats (SGD 2,500, $2500, etc.) Identifies timeline requirements and citizenship status Professional Handoffs Detects human agent requests with keyword matching Collects complete customer context before transfer Sends structured handoff emails with all requirements Ensures smooth transition to live agents Technical Components AI Models OpenAI GPT-4 - Main conversation handling and response formatting GPT-4 Mini - Appointment processing and email management LangChain Memory - Conversation context retention Database Integration PostgreSQL - Customer data, property listings, conversation history Property search with multi-criteria filtering Media storage integration for property images Communication Channels Webhook API - Primary chat interface Gmail integration - Appointment confirmations and notifications Google Calendar - Automated scheduling and availability checking Setup Requirements Configure database - PostgreSQL with property and customer tables Set up integrations - Gmail, Google Calendar, OpenAI API Customize prompts - Adjust AI responses for your brand Test workflow - Verify end-to-end functionality Monitor performance - Track conversation success rates The system is designed to handle the complete customer journey from initial inquiry to scheduled property viewing, with intelligent automation reducing manual work while maintaining high service quality.

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

AI-Powered Hiring Pipeline: Auto-Screen CVs, Score Candidates & Send Interview Invites Stop manually reading every CV. This workflow watches your inbox, extracts CV text using Mistral OCR, scores every candidate against your job description using Google Gemini AI, and automatically routes them - shortlisted candidates get a professional interview invite, rejected ones get a polite decline, and HR receives a full AI summary with the CV attached. All hands-free. Who Is This For? HR teams and recruiters** at startups or growing companies who receive a high volume of CV emails Technical hiring managers** who want AI-assisted pre-screening before spending time on interviews Solo founders** who are hiring but don't have a dedicated recruiter No-code automation builders** looking for a production-ready hiring automation template What Problem Does This Solve? Manually reviewing CVs is time-consuming, inconsistent, and expensive. This workflow eliminates the bottleneck by automatically: Extracting CV text from PDF attachments (including scanned documents) via Mistral OCR Evaluating every candidate against your specific job description using Gemini AI Routing candidates and sending the right email to the right person - instantly You focus on interviewing. The pipeline handles everything else. Key Features 📥 Email-triggered** → fires automatically when a CV arrives in your inbox, no manual steps 📄 Mistral OCR** → works on both digitally-created and scanned/image-based PDF CVs 🤖 Gemini AI scoring** → returns a 0–100 score, shortlist/reject decision, candidate summary, and key skills 🔀 Smart routing** → shortlisted and rejected candidates are handled differently in the same workflow 📧 3 beautiful HTML email templates** → HR notification (with CV attached), interview invite, and polite decline ⚙️ Binary passthrough** → original CV PDF is preserved and forwarded to HR's email as an attachment 📋 Sticky note documentation** → every node is documented inside the workflow canvas How It Works (Step-by-Step) 📥 Watch Inbox → IMAP trigger fires when a new email arrives with a CV attachment 📄 OCR Extraction → Mistral's mistral-ocr-latest model reads the CV and outputs clean structured text 🤖 AI Scoring → Google Gemini evaluates the CV against your job description and returns a structured JSON with score, decision, candidate name, 3–4 sentence summary, and top 5 skills ⚙️ Parse & Route → a Code node cleans Gemini's response, extracts candidate email from the IMAP from field, and passes the binary CV forward 🔀 IF Decision → routes shortlisted candidates to the true branch and rejected to the false branch 📧 HR Email → HR receives a branded email with the AI score, candidate summary, key skills, and the original CV attached 📧 Interview Invite → shortlisted candidate receives a professional invitation with a scheduling link and "What to Expect" section 📧 Polite Decline → rejected candidate receives a warm, empathetic decline with a link to your careers page 🛠️ Setup Instructions Step 1 - Credentials Required You need to set up 4 credentials in n8n: | Credential | Node Used | Where to Get It | |---|---|---| | IMAP account | Email Trigger | Your email provider settings (Gmail: use App Password) | | Mistral Cloud API | OCR Extraction | Mistral AI Studio → API Keys | | Google Gemini (PaLM) API | AI Scoring | Google AI Studio → Get API Key | | SMTP account | All 3 email nodes | Your email provider SMTP settings | > 💡 Gmail users: Enable 2FA and generate an App Password for both IMAP and SMTP. Use imap.gmail.com:993 and smtp.gmail.com:587. Step 2 - Update Email Addresses In all 3 Send Email nodes, replace the placeholder emails: fromEmail → your sending address (e.g. hr@yourcompany.com) toEmail in the HR node → your HR team's inbox The candidate email fields are already dynamic ({{ $json.candidate_email }}) Step 3 - Add Your Job Description Open the 🤖 AI Score CV (Gemini) node and replace the JOB DESCRIPTION: section in the prompt with your actual role requirements. The current template uses an AI Engineer JD from AppStoneLab as a working example. Step 4 - Add Your Interview Scheduling Link In the 📧 Send Interview Invite to Candidate node, find YOUR_CALENDLY_OR_CAL_LINK_HERE in the HTML and replace it with your actual booking link (Calendly, Cal.com, TidyCal, etc.). How to Customize for Your Use Case | What to Change | Where | Example | |---|---|---| | Job description | Gemini node prompt | Swap in your own role requirements | | Scoring threshold | IF node condition | Change "shortlisted" to score-based logic e.g. score >= 70 | | Company name & branding | All 3 HTML email templates | Replace "AppStoneLab Technologies" with your company | | Careers page URL | Decline email HTML | Replace appstonelab.com/career with your URL | | AI model | Gemini node | Switch to gemini-3-flash-preview or gemini-3.1-pro-preview for different speed/quality | | Watched mailbox | IMAP trigger | Change INBOX to a dedicated folder like INBOX.careers | | Interview questions | Invite email HTML | Add/edit the "What to Expect" section steps | API Keys — Quick Links Mistral AI** → Mistral AI Studio - Free tier includes OCR. Pricing: $1 per 1,000 pages for mistral-ocr-latest Google Gemini** → Google AI Studio - Free tier available. gemini-3-flash-preview is fast and cheap for production Gmail App Password** → Google App Passwords n8n IMAP docs** → docs.n8n.io/integrations/core-nodes/n8n-nodes-base.emailimap n8n SMTP docs** → docs.n8n.io/integrations/core-nodes/n8n-nodes-base.sendemail Important Notes The IMAP Format field must be set to Resolved (not Simple) - this is required for binary attachment data to flow correctly through the workflow The Code node carries the binary CV attachment forward from the IMAP trigger to the HR email node. If you add new nodes between them, make sure binary passthrough is preserved Mistral OCR works on both text-based and scanned/image PDFs, making it more reliable than n8n's built-in Extract from File node The workflow uses the from.value[0].address path to extract the candidate's email from the IMAP trigger output - this is the correct path for the Resolved format 💬 Questions or Issues? Drop a comment on this template or reach out on the n8n community forum. Happy to help you adapt this for your specific hiring use case.