Workflow Templates

This enterprise-grade n8n workflow automates the entire event planning lifecycle — from client briefs to final reports — using Claude AI, real-time financial data, and smart integrations. It converts raw client data into optimized, insight-driven event plans with cost savings, risk management, and automatic reporting, all with zero manual work. Key Features Multi-source data fusion** from Google Sheets (ClientBriefs, BudgetEstimates, ActualCosts, VendorDatabase) AI-powered orchestration* using *Claude 3.5 Sonnet** for event plan optimization Automatic ROI and variance analysis** with cost-saving insights Vendor intelligence** — ranks suppliers by cost, rating, and reliability Risk engine** computes event risk (probability × impact) Auto-approval logic** for safe, high-ROI events Multi-channel delivery:** Slack + Email + Google Sheets Audit-ready:** Full JSON plan + execution logs Scalable triggers:** Webhook or daily schedule Workflow Process | Step | Node | Description | | ---- | --------------------------- | -------------------------------------------------------- | | 1 | Orchestrate Trigger | Runs daily at 7 AM or via webhook (/event-orchestrate) | | 2 | Read Client Brief | Loads event metadata from the ClientBriefs sheet | | 3 | Read Budget Estimates | Fetches estimated budgets and vendor data | | 4 | Read Actual Costs | Loads live cost data for comparison | | 5 | Read Vendor Database | Pulls vendor pricing, reliability, and rating | | 6 | Fuse All Data | Merges data into a unified dataset | | 7 | Data Fusion Engine | Calculates totals, variances, and validates inputs | | 8 | AI Orchestration Engine | Sends structured prompt to Claude AI for analysis | | 9 | Parse & Finalize | Extracts JSON, computes ROI, risks, and savings | | 10 | Save Orchestrated Plan | Updates OrchestratedPlans sheet with results | | 11 | Team Sync | Sends status & summary to Slack | | 12 | Executive Report | Emails final interactive plan to event planner | Setup Instructions 1. Import Workflow Open n8n → Workflows → Import from Clipboard Paste the JSON workflow 2. Configure Credentials | Integration | Details | | ----------------- | -------------------------------------------------- | | Google Sheets | Service account with spreadsheet access | | Claude AI | Anthropic API key for claude-3-5-sonnet-20241022 | | Slack | Webhook or OAuth app | | Email | SMTP or Gmail OAuth credentials | 3. Update Spreadsheet IDs Ensure your Google Sheets include: ClientBriefs BudgetEstimates ActualCosts VendorDatabase OrchestratedPlans 4. Set Triggers Webhook:** /webhook/event-orchestrate Schedule:** Daily at 7:00 AM 5. Run a Test Use manual execution to confirm: Sheet updates Slack notifications Email delivery Google Sheets Structure ClientBriefs | eventId | clientName | eventType | attendees | budget | eventDate | plannerEmail | spreadsheetId | teamChannel | priority | |----------|-------------|------------|-----------|----------|------------|---------------|---------------|-------------| | EVT-2025-001 | Acme Corp | Conference | 200 | 75000 | 2025-06-15 | sarah@acme.com | 1A... | #event-orchestration | High | BudgetEstimates | category | item | budgetAmount | estimatedCost | vendor | | -------- | -------------- | ------------ | ------------- | ----------- | | Venue | Grand Ballroom | 20000 | 22500 | Luxe Events | ActualCosts | category | actualCost | | -------- | ---------- | | Venue | 23000 | VendorDatabase | vendorName | category | avgCost | rating | reliability | | ----------- | -------- | ------- | ------ | ----------- | | Luxe Events | Venue | 21000 | 4.8 | High | OrchestratedPlans Automatically filled with: eventId, savings, roi, riskLevel, status, summary, fullPlan (JSON) System Requirements | Requirement | Version/Access | | --------------------- | ---------------------------------------------- | | n8n | v1.50+ (LangChain supported) | | Claude AI API | claude-3-5-sonnet-20241022 | | Google Sheets API | https://www.googleapis.com/auth/spreadsheets | | Slack Webhook | Required for notifications | | Email Service | SMTP, Gmail, or SendGrid | Optional Enhancements Add PDF export for management reports Connect Google Calendar for event scheduling Integrate CRM (HubSpot / Salesforce) for client updates Add interactive Slack buttons for approvals Export results to Notion or Airtable Enable multi-event batch orchestration Add forecasting from past data trends Result: A single automated system that plans, analyzes, and reports events — with full AI intelligence and zero manual work. Explore More AI Workflows: https://www.oneclickitsolution.com/contact-us/

How It Works This workflow automates cost analysis and budget optimization for enterprises managing complex operational expenses. Designed for CFOs, finance teams, and operations managers, it addresses the challenge of identifying cost inefficiencies and generating actionable recommendations in real-time. The system runs every 15 minutes, monitoring cost metrics and generating AI performance data. The Cost Intelligence Agent aggregates financial data before routing to parallel AI processing. Claude AI executes budget optimization analysis while a specialized cost model identifies spending patterns. Routing engines evaluate optimization strategies, with NVIDIA parsers ensuring standardized outputs. The Optimization Coordinator consolidates insights and routes by severity: critical overruns trigger executive alerts via email and Slack, warnings generate management notifications, while routine optimizations proceed to documentation and historical storage for trend analysis. Setup Steps Configure Schedule Trigger for 15-minute intervals Add Claude API credentials in Workflow Configuration and Budget Alert Tool nodes Set up NVIDIA API keys in Cost Intelligence Agent and Structured Output Parser nodes Connect Gmail authentication and configure finance team distribution lists Integrate Slack workspace credentials and specify budget alert channels Configure storage endpoints in cost history nodes with database connections Prerequisites Claude API access, NVIDIA API credentials, Gmail/Google Workspace account, Slack workspace integration Use Cases Multi-department budget variance analysis, cloud cost optimization, procurement pattern detection Customization Integrate ERP systems, add department-specific rules, customize alert thresholds by category Benefits Reduces overruns 40% through early detection, identifies 15-20% monthly savings

Customer Testimonial Collector Workflow Transform scattered testimonials into organized marketing assets - achieving 500 percent increase in testimonial collection, instant multi-channel optimization, and turning happy customers into brand advocates with automated rewards and recognition. What This Workflow Does Revolutionizes testimonial management with AI-powered analysis and multi-channel optimization: Centralized Collection via Jotform with structured fields for consistency AI Tone Detection using GPT-4 to analyze sentiment, authenticity, and emotional impact with 0-100 scoring Smart Quote Extraction that automatically identifies best soundbites for different marketing channels Organized Library using Google Sheets database with searchable tags, ratings, and usage permissions Automated Thank-You emails with exclusive coupon codes (20 percent for 5-star reviews) Social Media Optimization where AI creates Twitter, LinkedIn, and website versions automatically Marketing Team Alerts with real-time notifications including priority levels and usage recommendations Smart Rewards using dynamic discount codes based on rating quality Use Case Matching where AI identifies which marketing channels and audiences fit each testimonial Marketing-Ready Assets including headlines, callout words, and visual suggestions Key Features AI Testimonial Analyst: GPT-4 evaluates testimonials across 20 plus dimensions including tone, authenticity, emotional impact, and competitive advantages revealed Multi-Channel Optimization: Automatically generates Twitter-ready (280 characters), LinkedIn professional (150 words), and website polished (50-75 words) versions Tone and Sentiment Detection: Classifies testimonials as Enthusiastic, Professional, Grateful, Impressed, Transformative, or Skeptical-to-Believer with 0-100 sentiment scores Best Quote Extraction: AI identifies the single most impactful sentence plus 2-3 alternate quotes for different contexts Authenticity Scoring: Filters generic testimonials by rating authenticity as very-authentic, authentic, or generic Key Benefits Identification: Automatically extracts specific benefits mentioned such as time savings, cost reduction, and quality improvement Pain Points Mapping: Identifies what problems the customer solved by using your product or service Specific Results Tracking: Captures measurable outcomes like revenue increase, efficiency gains, and customer satisfaction improvements Marketing Priority Levels: AI assigns high, medium, or low priority to help marketing teams focus on most impactful testimonials Target Audience Matching: Identifies which customer segments would most relate to each testimonial Buyer Journey Staging: Tags testimonials by awareness, consideration, or decision stage for funnel optimization Competitive Differentiation: Identifies what each testimonial reveals about your competitive advantages Visual Design Suggestions: AI recommends graphic styles and callout words for testimonial graphics Permission Tracking: Automatically logs customer consent for public use across different channels Smart Coupon Generation: Creates unique codes with expiration dates and rating-based discount tiers Referral Incentives: Thank-you emails include referral program details to drive word-of-mouth Perfect For SaaS Companies needing social proof for landing pages and product pages E-commerce Stores showcasing customer satisfaction and product quality B2B Service Providers including consulting, agencies, and professional services building credibility Course Creators and online educators leveraging student success stories Healthcare Practices with patient testimonials (HIPAA-compliant with proper permissions) Real Estate Agents collecting client feedback for marketing materials Restaurants and Hospitality businesses gathering guest reviews and experiences Fitness and Wellness brands showcasing transformation stories What You Will Need Required Integrations Jotform - Testimonial submission form (free tier works) OpenAI API - GPT-4 for AI testimonial analysis (approximately 20-40 cents per testimonial) Gmail - Automated thank-you emails and marketing team notifications Google Sheets - Testimonial library and searchable database Optional Integrations Social Media APIs to auto-post testimonials to Twitter, LinkedIn, Facebook CRM Integration to link testimonials to customer profiles in HubSpot or Salesforce WordPress or Website integration to auto-publish approved testimonials to website testimonial pages Quick Start Import Template - Copy JSON and import into n8n Add OpenAI Credentials - Set up OpenAI API key (GPT-4 recommended for best analysis) Create Jotform Testimonial Form with fields for Customer Name, Email, Company, Job Title, Product Used, Testimonial Text, Rating, Permission to Share, Photo Upload, and Use Case Configure Gmail - Add Gmail OAuth2 credentials (same for both Gmail nodes) Setup Google Sheets - Create spreadsheet with Testimonial Library sheet and replace sheet ID in workflow Customize Coupon Logic if needed by editing the Generate Coupon Code node Brand Email Templates by updating company name, logo URLs, and colors Set Marketing Team Email address in notification node Test Workflow by submitting test testimonial through Jotform Launch Campaign by sharing form link in post-purchase emails Customization Options Multi-Language Support by translating forms and AI prompts for international customers Video Testimonials by adding video upload field and storing URLs in sheets Anonymous Options to allow customers to submit testimonials without public attribution Approval Workflow by adding manager approval step before testimonials go live A/B Testing to tag testimonials for split testing different versions on landing pages Industry-Specific Fields customized for your vertical such as results achieved, ROI, time saved Automated Publishing to connect to WordPress or CMS to auto-publish approved testimonials Social Media Auto-Posting to schedule tweets and LinkedIn posts with testimonial content Reward Tiers to create VIP rewards for customers who refer others after submitting testimonials NPS Integration to combine with Net Promoter Score surveys Review Platform Sync to auto-request reviews on Google, Yelp, Trustpilot, G2, Capterra Case Study Pipeline to flag high-impact testimonials for full case study development Customer Success Alerts to notify CSMs when their customers submit testimonials Testimonial Rotation to auto-rotate testimonials on website based on visitor industry Sentiment Trending to track sentiment scores over time Expected Results 500 percent increase in testimonial submissions due to easy form and rewards 90 percent reduction in manual testimonial management through automated categorization 10 hours per month saved as marketing team instantly finds perfect testimonials 40 percent improvement in conversion rates from authentic testimonials on landing pages 85 percent customer satisfaction with reward process driving loyalty 60 percent of testimonials rated high priority by AI filtering 100 percent organized testimonial library ensuring no great testimonial is lost 3x increase in referrals from thank-you emails with incentives 75 percent reduction in testimonial editing time as AI creates ready-to-use content 50 percent more social media engagement from optimized testimonial posts Use Cases SaaS Company Example A marketing manager with 150 customers needs social proof for new landing page launching next week. Scattered testimonials exist in emails, support tickets, and social media messages with no time to organize them. Solution: Sends form link to 50 happiest customers and receives 35 testimonials within 48 hours. AI analyzes all submissions and extracts best quotes. Manager filters by high priority and landing page use case to find 8 perfect testimonials with website versions already optimized. Result: Landing page launches on time with authentic testimonials. Conversion rate increases 42 percent. Customer uses discount code to upgrade plan. Refers 2 colleagues who become customers. Total impact exceeds 1400 dollars in incremental revenue. E-commerce Fashion Brand Example Post-purchase emails have generic review links. Most customers ignore them. Social proof on product pages is weak with only 2-3 old reviews while competitors have hundreds of testimonials. Solution: Adds form link to order confirmation emails 7 days post-delivery with incentive messaging. 500 customers submit testimonials in first month (10 percent response rate). AI identifies best testimonials for each product category. Result: Product pages updated with enthusiastic testimonials. Add-to-cart rate increases 65 percent. Customer uses discount code for repeat purchase. Posts social media content that brand reposts to followers. One testimonial workflow generates over 3500 dollars in attributed revenue. B2B Consulting Firm Example Proposals need client testimonials but they are trapped in old email threads. Asking clients feels awkward and time-consuming with no systematic collection process. Solution: Sends form link at project completion milestones via personal email from account manager. 22 of 30 clients submit testimonials (73 percent response rate). AI extracts ROI stories and specific results. Result: Testimonial added to proposal template addressing exact objection about being better than current firm. Close rate on proposals increases 30 percent. Client refers colleague who becomes high-value client. Full case study developed generates inbound leads. One testimonial workflow generates over 80000 dollars in new business. Online Course Creator Example Students post success stories in Facebook group and via email with no organized collection system. Website has only 3 old testimonials from 2 years ago. Low enrollment due to lack of social proof. Solution: Adds form link to course completion emails and shares in Facebook group with incentive. 180 students submit testimonials in first month (9 percent of students). AI identifies transformation stories and specific skills gained. Result: Testimonial added to course landing page as featured transformation story. Enrollment rate increases 55 percent as specific details address will-this-work objection. Student enrolls in advanced course using discount code. Testimonial shared in ads generates high ROAS. Workflow drives over 15000 dollars in additional course revenue. Healthcare Practice Example Patients verbally express gratitude but practice has only 15 online reviews. Need more social proof for website to attract new patients. Asking patients in-person feels pushy. Solution: Sends form link in post-appointment follow-up emails with clear HIPAA disclosure. Permission checkboxes for sharing testimonial publicly and using name and photo. 75 patients submit testimonials in first month. AI identifies compassionate care themes and specific improvements. Result: Testimonial added to service page. Inquiry rate increases 40 percent as testimonial addresses surgery fear objection. Patient agrees to video testimonial which becomes centerpiece of landing page. Multiple new patients mention seeing testimonial during consultations. One testimonial workflow generates multiple new patients and significant revenue. Practice review rating improves substantially. Pro Tips Timing is Everything: Send form 7-10 days after purchase or project completion when customers are still excited Incentivize Generously: 15-20 percent discount codes dramatically increase submission rates Make It Easy: Pre-fill customer information when possible and keep form under 10 fields Photo Requests Work: 60 percent of customers will upload headshots if you explain it increases credibility Video Follow-Ups: After receiving strong text testimonial, reach out personally to request video version Permission Clarity: Be explicit about where and how testimonials will be used Response Templates: Create templates for personal follow-ups to high-priority testimonials Quarterly Campaigns: Run testimonial collection campaigns quarterly with bonus rewards Showcase Submissions: Feature new testimonials in monthly newsletter A/B Test Formats: Test different testimonial layouts on website Industry Segmentation: Filter testimonials by industry for targeted landing pages NPS Integration: Send testimonial forms only to Promoters for higher quality submissions Social Proof Everywhere: Use testimonial snippets in email signatures and proposal templates Update Regularly: Refresh website testimonials quarterly to maintain relevance Track Attribution: Tag testimonials with UTM parameters when shared on social media Learning Resources This workflow demonstrates advanced automation including AI Agents for Content Optimization, Dynamic Reward Logic, Marketing Asset Generation, Sentiment Analysis, Data Organization, Multi-Channel Optimization, Customer Journey Mapping, Competitive Intelligence, Workflow Efficiency, and Permission Management. Business Impact Metrics Track these key metrics to measure success: Testimonial Collection Rate: Monitor percentage of customers who submit testimonials (target 10-15 percent) Submission Quality Score: Monitor average AI authenticity and sentiment scores (target 80 plus out of 100) Marketing Team Efficiency: Measure time saved finding and formatting testimonials (expect 10 plus hours per month saved) Conversion Rate Impact: A/B test pages with and without optimized testimonials (expect 30-50 percent lift) Reward Redemption Rate: Track percentage of customers who use thank-you coupon codes (typical 40-60 percent) Referral Generation: Count referrals attributed to testimonial thank-you emails (expect 3-5 percent referral rate) Social Media Engagement: Monitor engagement on testimonial posts versus other content (expect 2-3x higher) High-Priority Testimonial Ratio: Track percentage of testimonials rated high priority by AI (target 50-70 percent) Time to Marketing Use: Measure days from submission to live testimonial on website (aim for under 1 day) Customer Satisfaction: Survey customers about testimonial submission experience (target 90 percent plus positive) Template Compatibility Compatible with n8n version 1.0 and above Works with n8n Cloud and Self-Hosted No coding required for basic setup Fully customizable for industry-specific needs Ready to turn customers into brand advocates? Import this template and transform scattered testimonials into organized marketing assets with AI-powered analysis and automation!

This n8n template from Intuz provides a complete and automated solution for scaling your DevOps practices across multiple repositories. Are you tired of the repetitive dance between git push, creating a pull request in GitHub, updating the corresponding task in JIRA, and then manually notifying your team in Slack, or Notion? This template puts your entire post-commit workflow on autopilot, creating a seamless and intelligent bridge between your code and your project management. By embedding specific keywords and a JIRA issue ID into your git commit commands, this workflow automatically creates a Pull Request in the correct GitHub repository and updates the corresponding JIRA ticket. This creates a complete, centralized system that keeps all your projects synchronized, providing a massive efficiency boost for teams managing a diverse portfolio of codebases. Who This Template Is For? This template is a must-have for any organization looking to streamline its software development lifecycle (SDLC). It’s perfect for: Development Teams: Eliminate tedious, manual tasks and enforce a consistent workflow, allowing developers to stay focused on coding. DevOps Engineers: A ready-to-deploy solution that integrates key developer tools without weeks of custom scripting. Engineering Managers & Team Leads: Gain real-time visibility into development progress and ensure processes are followed without constant check-ins. Project Managers: Get accurate, automatic updates in JIRA the moment development work is completed, improving project tracking and forecasting. Step-by-Step Setup Instructions Follow these steps carefully to configure the workflow for your environment. 1. Connect Your Tools (Credentials) GitHub: Create credentials with repo scope to allow PR creation. JIRA: Create an API token and connect your JIRA Cloud or Server instance. Slack: Connect your Slack workspace using OAuth2. Notion: Connect your Notion integration token. 2. Configure the GitHub Webhook (For Each Repository) This workflow is triggered by a GitHub webhook. You must add it to every repository you want to automate. First, Save and Activate the n8n workflow to ensure the webhook URL is live. In the n8n workflow, copy the Production URL from the Webhook node. Go to your GitHub repository and navigate to Settings > Webhooks > Add webhook. In the Payload URL field, paste the n8n webhook URL. Change the Content type to application/json. Under "Which events would you like to trigger this webhook?", select "Just the push event." Click "Add webhook." Repeat this for all relevant repositories. 3. Configure the JIRA Nodes (Crucial Step) Your JIRA project has unique IDs for its statuses. You must update the workflow to match yours. Find the two JIRA nodes named "Update task status after PR" and "Update the task status without PR." In each node, go to the Status ID field. Click the dropdown and select the status that corresponds to "Done" or "Development Done" in your specific JIRA project workflow. The list is fetched directly from your connected JIRA instance. 4. Configure Notification Nodes Tell the workflow where to send updates. For Slack: Open the two nodes named "Send message in slack..." and select your desired channel from the Channel ID dropdown. For Notion: Open the two nodes named "Append a block in notion..." and paste the URL of the target Notion page or database into the Block ID field. 5. Final Activation Once all configurations are complete, ensure the workflow is Saved and the toggle switch is set to Active. You are now ready to automate! Customization Guidance This template is a powerful foundation. Here’s how you can adapt it to your team's specific needs. 1. Changing the PR Title or Body: Go to the "Request to create PR" (HTTP Request) node. In the JSON Body field, you can edit the title and body expressions. For example, you could add the committer's name ({{$('Webhook').item.json.body.pusher.name }}) or a link back to the JIRA task. 2. Adapting to a Fixed Branching Strategy: If your team always creates pull requests against a single branch (e.g., develop), you can simplify the workflow. In the "Request to create PR" node, change the base value in the JSON body from {{...}} to your static branch name: "base": "develop". You can then remove the base branch logic from the "Commit Message Breakdown" (Code) node. 3. Modifying Notification Messages: The text sent to Slack and Notion is fully customizable. Open any of the Slack or Notion nodes and edit the text fields. You can include any data from previous nodes, such as the PR URL ({{ $('Request to create PR').item.json.body.html_url }}) or the repository name. 4. Adjusting the Commit Regex for Different Conventions: This is an advanced customization. If your team uses a different commit format (e.g., (DEV-123) instead of DEV-123), you can edit the regular expression in the "Commit Message Breakdown" (Code) node. Be sure to test your changes carefully. 5. Adding/Removing Notification Channels: Don't use Notion? Simply delete the two Notion nodes. Want to send an email instead? Add a Gmail or SMTP node in parallel with a Slack node and configure it with the same data. Connect with us Website: https://www.intuz.com/services Email: getstarted@intuz.com LinkedIn: https://www.linkedin.com/company/intuz Get Started: https://n8n.partnerlinks.io/intuz For Custom Worflow Automation Click here- Get Started

(Retail) Supplier Restock Request Trigger This workflow automatically monitors your Shopify inventory, detects low-stock products, generates smart alert messages, logs records in Google Sheets and sends priority-based notifications to Slack. This workflow checks your Shopify store every 5 hours, identifies products with low inventory (≤10 units), generates professional alert messages using AI, prevents duplicate alerts using Google Sheets, assigns priority based on stock level and notifies your team on Slack. You receive: Automated inventory checks every 5 hours** Google Sheet tracking for low-stock products** Priority-based Slack alerts (High / Medium / Low)** Ideal for teams that want proactive inventory visibility without manual stock checks. Quick Start – Implementation Steps Connect your Shopify account to fetch products and inventory. Connect OpenAI to generate alert messages. Connect a Google Sheet for tracking alerts. Connect Slack to receive notifications. Activate the workflow — monitoring starts automatically. What It Does This workflow automates low-stock monitoring for Shopify products: Runs automatically every 5 hours. Fetches all products and inventory levels from Shopify. Cleans and prepares product data (SKU, name, stock, vendor). Processes products in small batches to avoid overload. Filters only products with stock ≤ 10 units. Generates a professional alert message using AI. Checks Google Sheets to avoid duplicate records. Appends new records or updates existing ones. Assigns priority based on stock level: 2 units → High priority 6 units → Medium priority 10 units → Low priority Sends a clear Slack alert to the team. This ensures timely restocking with no duplicate alerts. Who’s It For This workflow is ideal for: E-commerce store owners Inventory & operations teams Shopify store managers Supply chain teams Startups managing limited stock Businesses wanting automated restock alerts Requirements to Use This Workflow To run this workflow, you need: n8n instance** (cloud or self-hosted) Shopify store** with API access OpenAI API key** Google Sheets** access Slack workspace** with API permissions No advanced technical knowledge required. How It Works Scheduled Check – Workflow runs every 5 hours. Fetch Products – Retrieves all Shopify products. Prepare Data – Extracts SKU, name, stock, vendor. Low-Stock Filter – Keeps only items ≤ 10 units. AI Message Creation – Generates alert text. Duplicate Check – Looks up Google Sheet records. Update or Insert – Keeps the sheet up to date. Priority Assignment – Sets urgency level. Slack Alert – Notifies the team instantly. Setup Steps Import the provided n8n workflow JSON. Open the Shopify nodes → connect your Shopify credentials. Add your OpenAI API key in the AI nodes. Connect your Google Sheets account and map fields. Connect Slack and select the alert channel. Adjust stock thresholds if needed. Activate the workflow — done! How To Customize Nodes Customize Stock Thresholds Modify the IF / Switch nodes to: Change low-stock limits Add more priority levels Customize Alert Messages Edit the AI prompt to: Change tone (urgent, friendly, formal) Add emojis or mentions Include pricing or vendor info Customize Google Sheet Fields You can add: Vendor name Last updated date Restock status Assigned team member Customize Slack Alerts Enhance messages with: @mentions Emojis Links to Shopify product pages Add-Ons (Optional Enhancements) You can extend this workflow to: Send email alerts Create weekly summary reports Add auto-restock triggers Integrate with ERP systems Track restock completion Add dashboards using Google Sheets Use Case Examples 1\. Inventory Monitoring Automatically track low-stock items. 2\. Restock Planning Prioritize restocking based on urgency. 3\. Team Alerts Notify operations instantly via Slack. 4\. Audit & Tracking Maintain a clean inventory alert log. 5\. Store Scaling Prevent stock-outs as order volume grows. Troubleshooting Guide | Issue | Possible Cause | Solution | |----------------------|----------------------|----------------------------------| | No Slack alerts | Slack not connected | Check Slack credentials | | Duplicate rows | SKU mismatch | Ensure SKU is consistent | | No low-stock items | Threshold too low | Adjust IF condition | | AI message empty | OpenAI key missing | Verify API key | | Workflow not running | Trigger disabled | Enable Schedule Trigger | Need Help? If you need help customizing or extending this workflow with advanced features like adding analytics, ERP integrations, advanced alerts or scaling it for high-volume stores, then our n8n workflow developers at WeblineIndia are happy to help.

Description Automate customer feedback analysis and action planning by integrating Monday.com, Azure OpenAI, Jira, Google Sheets, and Outlook. This workflow classifies customer feedback with AI, calculates business impact, creates Jira tasks for high-priority issues, and sends weekly performance summaries — turning raw feedback into actionable insights. 💬📈🤖 What This Template Does Step 1: Triggers automatically every Monday at 9:00 AM to fetch new customer feedback from Monday.com. ⏰ Step 2: Normalizes and structures data into consistent fields (title, account, ARR, NPS, etc.). 🧩 Step 3: Uses Azure OpenAI GPT-4 to classify sentiment and identify feedback themes (e.g., “UI Design,” “App Crash”). 🧠 Step 4: Calculates a business impact score based on ARR, NPS delta, and sentiment weightings. ⚙️ Step 5: Creates Jira tasks for high-impact feedback items for product or engineering follow-up. 🎫 Step 6: Logs all feedback and impact scores into Google Sheets for analytics dashboards. 📊 Step 7: Generates a professional HTML report summarizing metrics, wins, and risks, then emails it via Outlook. 📧 Step 8: Sends automated error-alert emails if any node fails during execution. 🚨 Key Benefits ✅ Converts qualitative feedback into measurable business intelligence ✅ Identifies critical customer issues automatically using AI ✅ Reduces manual effort in triaging and prioritizing feedback ✅ Creates real-time visibility for product and CX teams ✅ Provides weekly executive summaries and performance insights Features Weekly scheduled trigger (every Monday 9 AM) Monday.com data fetching and field normalization Azure OpenAI GPT-4-based sentiment and theme detection Impact scoring combining ARR + NPS + sentiment weighting Jira issue creation with context-rich descriptions Google Sheets logging for dashboards and historical records Outlook HTML email reports for leadership visibility Automated Gmail error-notification system Requirements Monday.com API credentials with board access Azure OpenAI GPT-4 API credentials Jira Software Cloud API credentials Google Sheets OAuth2 credentials with edit permissions Microsoft Outlook OAuth2 credentials for email delivery Gmail OAuth2 credentials for error alerting Target Audience Product and CX teams analyzing customer sentiment SaaS businesses tracking post-implementation feedback Customer-success and support operations teams Product managers prioritizing improvements based on impact Leadership teams monitoring customer health and satisfaction Step-by-Step Setup Instructions 1️⃣ Connect Monday.com API and update your boardId and groupId. 2️⃣ Configure Azure OpenAI GPT-4 credentials for the AI classifier. 3️⃣ Set Jira project ID and issue type for ticket creation. 4️⃣ Link Google Sheets and replace YOUR_SHEET_ID. 5️⃣ Connect Outlook OAuth2 and add recipient email for reports. 6️⃣ Configure Gmail OAuth2 for error alerts. 7️⃣ Adjust the cron expression (0 9 * * 1) to fit your timezone. 8️⃣ Test the workflow end-to-end with sample data. 9️⃣ Enable automation for seamless weekly feedback intelligence. ✅

AI Meeting Assistant: Sync Fireflies Transcripts to ClickUp & Gmail Act as your personal executive assistant with this high-level automation designed to handle the most tedious post-meeting tasks. This workflow ensures that no action item is forgotten and that participants receive professional follow-ups without you having to lift a finger. Who is this for? Busy executives and managers who have back-to-back meetings. Project managers who need to sync action items directly into ClickUp. Sales teams who want to automate professional follow-up emails based on meeting context. How it works Fetch Transcripts: The workflow runs on a schedule and retrieves your latest meeting data directly from the Fireflies.ai API using HTTP nodes. Intelligent Filtering: A JavaScript node filters the list to process only today's meetings. AI Task Extraction: An AI Agent (using GPT-4o-mini) analyzes the transcript to find tasks specifically assigned to the host. It then uses the ClickUp tool to create these tasks with priorities and descriptions. Human-in-the-Loop: To ensure quality, the workflow sends a summary to your Telegram. It asks for approval before sending any external emails. Automated Follow-up: Once approved, a second AI Agent drafts a concise, professional email summary and sends it via Gmail to the external participants. Requirements Fireflies.ai Account:** You need an API Key (Settings -> Integrations -> Fireflies API). OpenAI API Key:** To power the AI Agents. ClickUp Workspace:** To manage the generated tasks. Telegram Bot:** For the approval notifications. Gmail Account:** For sending the follow-up emails. How to set up Fireflies API Key: Create a Header Auth credential in n8n. Set the Name to Authorization and the Value to Bearer YOUR_API_KEY_HERE. Configure Credentials: Add your credentials for OpenAI, ClickUp, Telegram, and Gmail. ClickUp Configuration: In the "Create ClickUp Task" node, select your specific Workspace, Space, and List from the dropdown menus. Identity Setup: Open the "Format Transcript Data" code node. Update the hostNames array with your name and aliases (e.g., ['Host', 'My Name']) so the AI correctly identifies you. Telegram Chat ID: Enter your Chat ID in the Telegram nodes to receive the approval prompts.

AI Proposal Comparison & Gap Analysis Workflow for Salesforce CRM This workflow automatically analyzes newly uploaded proposals by comparing them with past winning proposals using AI. It extracts proposal content, identifies the client, fetches reference data from Google Sheets and generates actionable insights. These insights are saved in Salesforce and shared on Slack for team visibility. Quick Implementation Steps Connect Google Drive, Google Sheets, Salesforce, Slack and Groq AI credentials in your n8n account. Set your Google Drive folder to monitor proposal uploads. Ensure your Google Sheet contains winning proposals with status = Won. Activate the workflow. Upload a proposal file to trigger analysis automatically. What It Does This workflow automates the process of analyzing business proposals by leveraging AI and historical data. When a new proposal file is uploaded to a specific Google Drive folder, the workflow downloads and extracts its content. It then identifies the client name using a simple pattern from the text. At the same time, the workflow fetches past winning proposals from a Google Sheets database filtered by status. Both the current and past proposals are combined and sent to an AI model for comparison. The AI generates concise insights highlighting missing elements, weak positioning, pricing gaps and improvement suggestions. Finally, the insights are formatted and stored in Salesforce as an Opportunity record. A notification is sent to Slack, ensuring the team is informed and can act quickly to improve proposal quality. Who It's For Sales teams managing multiple proposals Business development professionals Proposal review and strategy teams Organizations using Salesforce CRM Teams looking to improve win rates using AI Requirements n8n account (self-hosted or cloud) Google Drive account (with folder for proposals) Google Sheets account (with winning proposals data) Salesforce account (Opportunity access enabled) Slack workspace (channel for notifications) Groq API credentials (for AI model access) How It Works & Set Up 1. Setup Google Drive Trigger Configure New Proposal Upload Trigger Select the folder where proposals will be uploaded Event: fileCreated 2. Download and Extract Proposal Use Download Proposal node to fetch file Use Read Proposal Text node to extract content 3. Extract Client Information Use Extract Client Info (Code node) Extract clientName using regex from text Store full proposal as currentProposal 4. Fetch Winning Proposals Configure Get Winning Proposal Data (Knowledge Base) Connect Google Sheet Filter where status = Won 5. Combine Data Use Combine Proposal Data (Merge node) Combine current proposal and past proposal 6. AI Analysis Use AI Proposal Gap Analyzer Provide prompt to compare proposals Generate structured insights (8–10 bullet points) 7. Format Output Use Format Analysis Output Map clientName and analysisSummary 8. Save to Salesforce Use Save Insights to Salesforce Create Opportunity Add insights in description 9. Prepare Final Output Use Prepare Final Output (Merge node) 10. Add Delay (Optional Control) Use Wait for Save node (2 seconds delay) 11. Send Slack Notification Use Send Notification to Slack Send formatted message with insights How To Customize Nodes Extract Client Info:** Modify regex if proposal format changes Google Sheets Node:** Change filter or add more columns AI Prompt:** Customize output format or analysis depth Salesforce Node:** Change stage, fields or object type Slack Node:** Update message format or channel Wait Node:** Adjust delay time if needed Add-ons Add email notification (Gmail node) Store results in Google Sheets for history Add error handling with IF node Add multiple proposal comparison logic Integrate dashboard (Notion, Airtable, etc.) Use Case Examples Improving proposal quality before client submission Training new sales team members using past wins Automating proposal review workflows Identifying common gaps in losing proposals Tracking proposal insights in CRM There can be many more use cases depending on how you extend this workflow. Troubleshooting Guide | Issue | Possible Cause | Solution | | --------------------------- | ------------------------------ | ----------------------------------------- | | No trigger on file upload | Incorrect folder selected | Verify Google Drive folder ID | | Client name not extracted | Proposal format mismatch | Update regex in Code node | | No data from Google Sheets | Filter mismatch (status = Won) | Check column name and values | | AI output empty | Prompt or input missing | Verify merged data structure | | Salesforce error | Invalid credentials or field | Check API credentials and field mapping | | Slack message not sent | Wrong channel or auth issue | Reconnect Slack credentials | | Workflow stops before Slack | Wait node misconfigured | Ensure correct connection after Wait node | Need Help? If you need assistance setting up this workflow, customizing nodes or adding advanced features, we’re here to help. Whether it's integrating additional tools, improving AI analysis or building custom automation workflows tailored to your business needs, feel free to reach out to our n8n developers at WeblineIndia. Get expert help to scale your automation and build powerful AI-driven workflows efficiently.

How It Works This workflow automates business intelligence reporting by aggregating data from multiple sources, processing it through AI models, and delivering formatted dashboards via email. Designed for business analysts, operations managers, and executive teams, it solves the challenge of manually compiling metrics from disparate systems into coherent reports. The system triggers on schedule or webhook, extracting data from Google Sheets, databases, and APIs. Raw data flows through transformation nodes that calculate KPIs, generate trend analyses, and create visualizations. AI models (OpenAI) provide natural language insights and anomaly detection. Results populate multiple dashboard templates—executive summary, departmental metrics, and detailed analytics—each tailored to specific stakeholder needs. Formatted reports are automatically distributed via Gmail with embedded charts and actionable recommendations. This eliminates hours of manual data gathering, reduces reporting errors, and ensures stakeholders receive timely, consistent insights. Setup Steps Configure Google Sheets credentials and specify source spreadsheet IDs Set up database connections (PostgreSQL, MySQL) with read-only access Add OpenAI API key for GPT-4 analytics and narrative generation Set Gmail OAuth credentials for automated email delivery Define recipient lists for each dashboard type (executive, departmental, detailed) Customize dashboard templates with company branding and preferred KPIs Prerequisites Active Google Workspace account with Sheets and Gmail access. Use Cases Automated weekly executive dashboards with YoY comparisons. Customization Modify dashboard templates to match corporate branding standards. Benefits Reduces report preparation time by 80% through full automation.

Automated AI-Powered Testimonial Processing & Social Media Workflow Overview: This comprehensive workflow automates the entire testimonial collection and publishing process, from submission to social media-ready content. It uses AI to enhance testimonials, generates beautiful branded cards, and implements an approval system before posting. Key Features: ✅ Webhook-based submission - Accept testimonials via API 🤖 AI Enhancement - GPT-4 polishes grammar while maintaining authenticity 🎨 Automated Design - Generates professional 800x600px testimonial cards ☁️ Cloud Storage - Uploads to Google Drive with organized naming 📊 Database Logging - Tracks all testimonials in Google Sheets 🔔 Team Notifications - Slack alerts for new and approved testimonials ✅ Approval Workflow - Manual review before social media posting 🔄 Scheduled Checker - Auto-detects approved testimonials every 5 minutes Workflow Steps: Main Flow (Testimonial Processing): Receives testimonial via webhook (POST request) Validates and cleans data (name, testimonial, photo, email) Enhances testimonial using GPT-4 Turbo Generates HTML template with customer details Converts HTML to PNG image (800x600px) Uploads image to Google Drive Logs all data to Google Sheets with "Pending Approval" status Sends Slack notification to review team Approval Flow (Scheduled Check): Runs every 5 minutes automatically Checks Google Sheets for approved testimonials Filters testimonials not yet posted Sends ready-to-post Slack notification with formatted text Marks testimonial as processed in database Use Cases: SaaS companies collecting customer feedback Marketing agencies managing client testimonials E-commerce businesses showcasing reviews Course creators featuring student success stories Any business automating social proof collection What Makes This Workflow Special: Zero manual design work** - Beautiful cards generated automatically AI-powered quality** - Professional grammar enhancement Audit trail** - Complete tracking in Google Sheets Approval control** - Review before publishing Duplicate prevention** - Smart matching by Drive ID Flexible input** - Accepts multiple field name variations 🔧 Required Integrations: OpenAI API (GPT-4 Turbo) - AI testimonial enhancement HTML/CSS to Image API - Screenshot generation Google Drive OAuth2 - Image storage Google Sheets OAuth2 - Database management Slack API - Team notifications 📋 Prerequisites: n8n instance (self-hosted or cloud) OpenAI API key (https://platform.openai.com) HTML/CSS to Image account (https://htmlcsstoimg.com) - Free tier available Google Cloud project with Drive & Sheets API enabled Slack workspace with app permissions 🚀 Setup Instructions: 1. Import Workflow Download the JSON file Import into your n8n instance Replace placeholder credentials (see below) 2. Configure Credentials Add these credentials in n8n: OpenAI API** - Your API key htmlcsstoimgApi** - User ID and API key Google Drive OAuth2** - Configure OAuth app Google Sheets OAuth2** - Same Google Cloud project Slack API** - Create Slack app with chat:write scope 3. Update Configuration Replace in the JSON: Google Drive Folder ID** - Your testimonial storage folder Google Sheets ID** - Your database spreadsheet Slack Channel ID** - Your notification channel 4. Test the Workflow Send a POST request to your webhook URL: { "name": "Sarah Johnson", "designation": "Marketing Director", "photo_url": "https://i.pravatar.cc/400?img=5", "testimonial_text": "Working with this team was amazing!", "email": "sample@gmail.com" } 📊 Google Sheets Setup: Create a Google Sheet with these columns: Timestamp Name Designation Original Testimonial Testimonial (Enhanced) Image Link Drive ID Status Email Original Length Enhanced Source Posted to Social Posted At 🎨 Customization Options: Modify AI prompt for different enhancement styles Change HTML template colors/design Add more validation rules Integrate with Twitter/LinkedIn APIs for auto-posting Add email notifications instead of Slack Include rating/score system Add custom approval fields 🆘 Troubleshooting: Webhook not receiving data: Check webhook URL is correct Verify HTTP method is POST Ensure Content-Type is application/json AI enhancement failing: Verify OpenAI API key is valid Check API usage limits Ensure sufficient credits Image not generating: Confirm htmlcsstoimg credentials are correct Check HTML template has no errors Verify you haven't exceeded free tier limit Google Drive upload failing: Re-authenticate OAuth2 connection Check folder ID is correct Verify folder permissions 🏆 Perfect For: Marketing teams Customer success teams Product managers Social media managers Growth hackers Agency owners ⚖️ License: Free to use and modify for personal and commercial projects.

Description Activate this workflow once and every Friday at 5PM it automatically pulls your week's meeting data from Fireflies, calculates seven metrics, and emails a formatted report to your manager inbox. It tracks total meetings, total hours, average duration, busiest day, top participant, and longest meeting — plus a day-by-day breakdown and a numbered list of every meeting. Every week's summary is also logged to Google Sheets so you can track meeting load trends over time. Built for team leads, operations managers, and founders who want visibility into meeting time without manually checking Fireflies each week. What This Workflow Does Runs automatically every Friday** — Fires at 5PM every week so your end-of-week report arrives without any manual trigger Calculates seven meeting metrics** — Computes total meetings, total hours, average duration, busiest day, top participant, longest meeting, and a day-by-day breakdown from raw Fireflies data Identifies the busiest day** — Counts meetings per day of the week and surfaces which day had the most meetings and exactly how many Finds the top participant** — Counts how many meetings each person attended and surfaces the most-present person across the week Logs one summary row to Google Sheets** — Appends a 9-column weekly record for trend tracking so you can compare meeting load week over week Emails a formatted plain-text report** — Sends the full report with all metrics, daily breakdown, and numbered meeting list to your manager email automatically Exits cleanly with no meetings** — If no meetings were recorded this week, the workflow stops silently without sending an empty email Setup Requirements Tools Needed n8n instance (self-hosted or cloud) Fireflies.ai account with API access Google Sheets (one sheet with a tab named Weekly Meeting Report) Gmail account (used to send the weekly report) Credentials Required Fireflies API key (pasted into 2. Set — Config Values) Google Sheets OAuth2 Gmail OAuth2 Estimated Setup Time: 10–15 minutes Step-by-Step Setup Import the workflow — Open n8n → Workflows → Import from JSON → paste the workflow JSON → click Import Get your Fireflies API key — Log in to fireflies.ai → Settings → Integrations → copy your API key Fill in Config Values — Open node 2. Set — Config Values → replace all placeholders: | Field | What to enter | |---|---| | YOUR_FIREFLIES_API_KEY | Your Fireflies API key from step 2 | | YOUR_GOOGLE_SHEET_ID | The ID from your Google Sheet URL (the string between /d/ and /edit) | | Weekly Meeting Report | Leave as-is, or change to match your sheet tab name exactly | | manager@yourcompany.com | The email address where the weekly report should be sent | | YOUR NAME | The sender name shown in the email sign-off | | YOUR COMPANY NAME | Your company name (shown in the email subject and body) | Create your Google Sheet — Open Google Sheets → add a tab named exactly Weekly Meeting Report → add these 9 column headers in row 1: Week, Total Meetings, Total Hours, Avg Duration (min), Busiest Day, Top Participant, Longest Meeting, All Participants, Logged At Connect Google Sheets — Open node 6. Google Sheets — Log Weekly Summary → click the credential dropdown → add Google Sheets OAuth2 → sign in with your Google account → authorize access Connect Gmail — Open node 7. Gmail — Send Weekly Report → click the credential dropdown → add Gmail OAuth2 → sign in with the Gmail account you want to send reports from → authorize access Activate the workflow — Toggle the workflow to Active — it will run automatically every Friday at 5PM > ⚠️ To test immediately — Click on node 1. Schedule — Every Friday 5PM and use the manual Execute option to trigger a test run without waiting for Friday. How It Works (Step by Step) Step 1 — Schedule: Every Friday 5PM This step fires the workflow automatically every Friday evening at 5PM. No manual trigger is needed. Once the workflow is active, it runs on its own every week. Step 2 — Set: Config Values Your Fireflies API key, Google Sheet ID, sheet tab name, manager email, sender name, company name, and the 7-day date window are stored here. The week start and end dates are calculated automatically from today's date so you never need to update them manually. Step 3 — HTTP: Fetch Transcripts A request is sent to the Fireflies API using your API key. It retrieves the 100 most recent transcripts from your account — title, date, duration, and participants for each. Fetching 100 ensures meetings from busy weeks are not missed during the 7-day filter. Step 4 — Code: Calculate Meeting Metrics The 100 transcripts are filtered to only those recorded in the past 7 days. If no meetings are found, a hasMeetings: false flag is set and the result passes to the gate check. For weeks with meetings, seven metrics are calculated: total meeting count, total minutes and hours, average duration per meeting, busiest day of the week with count, top participant with count, longest meeting with title and duration, and a full list of all unique participants. A day-by-day breakdown is assembled showing meeting count and total minutes per day, sorted chronologically. A numbered meeting list is also built showing each meeting's date, title, and duration, sorted most recent first. Step 5 — IF: Meetings Found? This is the gate check. If meetings were found (YES path), the workflow continues to log and email the report. If no meetings were found this week (NO path), the workflow routes to 8. Set — No Meetings Skip and stops cleanly — no email is sent, no empty row is logged. Step 6 (No path) — Set: No Meetings Skip This step handles the empty-week case. It sets a brief message confirming no meetings were found and the workflow ends here for that run. Step 6 — Google Sheets: Log Weekly Summary One row is appended to your Weekly Meeting Report tab with all 9 columns: the week date range, total meetings, total hours, average duration, busiest day, top participant, longest meeting, all participants combined, and the logged-at timestamp. This runs before the email so the sheet is always up to date even if the email step fails. Step 7 — Gmail: Send Weekly Report A plain-text email is sent to your manager email address. The subject includes your company name and the week date range. The body contains the full summary section (all seven metrics), the day-by-day breakdown, the complete numbered meeting list, and a sign-off with your name and company. A footer notes that data has been logged to Google Sheets and that the report was auto-generated every Friday. The final result: every Friday evening your manager receives a clean, complete meeting hours report in their inbox — and one row is added to your Google Sheet for trend tracking. Key Features ✅ Fully automated Friday delivery — Fires at 5PM every Friday with zero manual input after setup ✅ Seven metrics calculated automatically — Total meetings, hours, average duration, busiest day, top participant, longest meeting, and daily breakdown — all from a single Fireflies API call ✅ Top participant tracking — Counts appearances across all meetings and surfaces the most-present person so you can spot meeting bottlenecks ✅ Trend-ready Google Sheets log — One row per week means you can chart meeting load trends, spot overloaded weeks, and compare month over month ✅ Plain-text email format — Renders cleanly in any email client without HTML formatting issues ✅ 100-transcript buffer — Fetches 100 recent transcripts to ensure high-volume weeks are never truncated during the 7-day filter ✅ Clean empty-week exit — No meetings this week means a clean stop — no empty email, no blank Sheets row, no errors ✅ Chronological daily breakdown — Day-by-day data is sorted by date, not alphabetically, so the breakdown reads naturally from Monday to Friday Customisation Options Change the report delivery day and time — In node 1. Schedule — Every Friday 5PM, edit the cron expression 0 17 * * 5 to change when the report fires. For example, 0 8 * * 1 sends a Monday morning summary of last week's meetings instead. Extend the date window to 30 days for a monthly report — In node 2. Set — Config Values, change {days: 7} in both the weekStart and sevenDaysAgoMs fields to {days: 30} and adjust the schedule to monthly for a full meeting hours report. Add a Slack summary alongside the email — After node 6. Google Sheets — Log Weekly Summary, add a Slack node that posts a short 3-line summary (total meetings, total hours, busiest day) to a #operations or #team-leads channel so the team sees it without checking email. Filter to specific meeting types only — In node 4. Code — Calculate Meeting Metrics, add a keyword filter on the meeting title before calculating metrics — for example, only include meetings with "client" or "sync" in the title to separate client time from internal meetings. Add a meeting-load alert — In node 4. Code — Calculate Meeting Metrics, add a check: if totalHours exceeds a threshold (e.g. 20 hours), set a heavyWeek flag to true. Then add an IF check after step 4 that sends an additional Slack or email alert flagging the overloaded week before the normal report runs. Troubleshooting Workflow not triggering on Friday: Confirm the workflow is toggled to Active — inactive workflows do not run on a schedule Check the cron expression in node 1. Schedule — Every Friday 5PM is exactly 0 17 * * 5 — any accidental edit breaks the schedule To test immediately, click on node 1 and use the manual Execute option Fireflies returning no transcripts or an auth error: Confirm YOUR_FIREFLIES_API_KEY in node 2. Set — Config Values is replaced with your actual key — not the placeholder text Get your key from fireflies.ai → Settings → Integrations → API Key If your team recorded more than 100 meetings in the past week, increase the limit value in node 3. HTTP — Fetch Transcripts from 100 to a higher number in the GraphQL query body Google Sheets not logging rows: Confirm the Google Sheets OAuth2 credential in node 6. Google Sheets — Log Weekly Summary is connected and not expired — re-authorize if needed Check that YOUR_GOOGLE_SHEET_ID in node 2. Set — Config Values matches the ID in your sheet URL exactly Confirm the tab is named Weekly Meeting Report exactly — capitalization must match sheetName in Config Values Verify all 9 column headers in row 1 match exactly: Week, Total Meetings, Total Hours, Avg Duration (min), Busiest Day, Top Participant, Longest Meeting, All Participants, Logged At Email not being received: Confirm the Gmail OAuth2 credential in node 7. Gmail — Send Weekly Report is connected and authorized with the correct sending account Check that manager@yourcompany.com in node 2. Set — Config Values is replaced with the actual recipient email address Check your spam or promotions folder — automated emails from Gmail OAuth2 sometimes land there on first send Check the execution log of node 7 for any error message from the Gmail API Metrics showing wrong totals or missing meetings: Confirm your n8n instance timezone is set correctly — the 7-day filter uses millisecond timestamps and timezone mismatches can cause meetings to fall outside the window If meetings are missing, check that the Fireflies transcripts were fully processed before Friday 5PM — transcripts still processing at trigger time will not appear in the results Check the execution log of node 4. Code — Calculate Meeting Metrics to see the raw list of meetings that passed the filter Support Need help setting this up or want a custom version built for your team or agency? 📧 Email: info@incrementors.com 🌐 Website: https://www.incrementors.com/

How it works This workflow triggers when a HubSpot deal stage changes to Closed Won and automatically generates an invoice. It collects deal and contact data, builds a styled invoice, converts it into a PDF, and sends it to the client. The system logs all invoices and alerts the team, then monitors payment status with automated reminders. If payment is delayed, it escalates the issue and handles errors separately. Step-by-step Trigger and data collection** HubSpot - Deal Trigger – Starts workflow on deal stage change. IF - Is Deal Closed Won? – Filters only Closed Won deals. HTTP - Get Deal Details – Fetches deal information. HTTP - Get Deal Associations – Retrieves linked contacts. Code - Extract Contact ID – Extracts and formats data. HTTP - Get Contact Details – Gets customer details. Invoice generation** Code - Build Invoice + HTML – Creates invoice data and HTML layout. Send and store invoice** HTTP - Generate PDF – Converts HTML into PDF. Google Sheets - Log Invoice – Stores invoice records. Notion - Create Invoice Record – Tracks invoice internally. Gmail - Send Invoice Email – Sends invoice to client. Slack - Invoice Sent Alert – Notifies team. Payment tracking and follow-up** Wait - 7 Day Payment Window – Waits before checking payment. HTTP - Recheck Deal Stage – Checks payment status. IF - Payment Received? – Branches based on payment. Gmail - Follow-up Email #1 – Sends reminder if unpaid. Wait - 5 More Days – Adds extra delay. HTTP - Final Payment Check – Verifies final status. Slack - Payment Confirmed – Confirms successful payment. Escalation handling** IF - Still Unpaid? (Escalate) – Detects overdue invoices. Slack - Escalation Alert – Alerts team for action. Notion - Flag as Overdue – Updates record status. Slack - Late Payment Confirmed – Handles delayed payments. Error handling (separate flow)** Error Trigger – Captures workflow failures. Slack - Workflow Error Alert – Sends error notification. Why use this? Fully automates invoicing from deal closure to payment tracking Reduces manual billing work and human errors Improves payment collection with automated reminders Provides clear visibility with logs and team alerts Ensures reliability with built-in error monitoring