Workflow Templates

Disclaimer: Community nodes are used, and template can only be used on self-hosted n8n instances. This n8n template from Intuz provides a complete solution to automate your entire B2B lead generation pipeline, from discovering recently funded companies to drafting hyper-personalized outreach emails with AI. Who's this workflow for? Sales Development Representatives (SDRs) Business Development Teams Growth Hackers Startup Founders Marketing Agencies How it works 1. Scrape Funded Companies: The workflow begins by using Apify to scrape a target list of recently funded companies directly from a Crunchbase search. 2. Enrich with Apollo.io: It takes each company and uses the Apollo.io API to find key decision-makers (like VPs, Directors) and enrich their contact information, including finding their email addresses. 3. Populate Google Sheets: All the gathered lead data—company name, contact name, title, email, LinkedIn URL, etc.—is neatly organized and added to a Google Sheet. 4. AI-Personalized Email Crafting: The workflow sends the lead's information to OpenAI (GPT-4) with a highly specialized prompt, instructing it to write a concise, impactful, and hyper-personalized "first touch" cold email. 5. Update Lead List with Email Content: Finally, the unique, AI-generated email is saved back into the Google Sheet alongside the corresponding lead's information, making it ready for you to send. Pre-conditions and Requirements Before you can successfully execute this workflow, you must have the following accounts, credentials, and assets in place. 1. n8n Instance: You need an active n8n instance (self-hosted). 2. Apify Account & Crunchbase Access: Apify Account: A registered account on Apify. Crunchbase Account: An active, logged-in Crunchbase account (a paid subscription is recommended for accessing detailed search filters). 3. Apollo.io API: You need an Apollo.io plan that includes API access. You can generate the API from settings. 4. Google Sheet: Create a new Google Sheet to store your leads. The workflow is configured for two tabs: one for raw data ("HealthCare" in the template) and one for email generation ("Company sheet"). 5. OpenAI Account: An account with OpenAI with API access and billing set up. Setup Instructions 1. Apify Connection: Connect your Apify account in the Run an Actor node. You'll need an apify scrapper, here's the link In the Custom Body field, update the search.url with your target Crunchbase discovery URL and provide a valid cookie for authentication. 2. Apollo.io Connection: Connect your Apollo.io account using HTTP Header Authentication in the three Apollo nodes. You will need to provide your API key. 3. Google Sheets Connection: Connect your Google Sheets account. Create a spreadsheet and update the Document ID and Sheet Name in the three Google Sheets nodes to match yours. Ensure your sheet columns are set up to receive the data. 4. OpenAI Connection: Connect your OpenAI account in the Message a model node. The prompt is pre-engineered for high-quality output, but you can tailor it to better fit your specific value proposition. 5. Activate Workflow: Click "Execute workflow" to run the automation manually and watch your AI-powered lead list build itself. Customization Guide This workflow is a powerful template. To adapt it to your specific business needs, you should review and modify the following nodes. 1. Changing Your Target Companies (The Source) Node: Run an Actor What to change: The search.url parameter inside the customBody. How to do it: Go to Crunchbase and perform a search for your ideal companies (e.g., filter by different funding rounds, industry, location, keywords, etc.). Copy the URL from your browser's address bar after the search results have loaded. Paste this new URL as the value for "search.url" in the node. You can also adjust "count": 10 to pull more or fewer companies per run. Be mindful of Apify and Apollo credit usage. 2. Defining Your Ideal Contact Persona Node: Apollo - Get User What to change: The person_seniorities and person_titles arrays in the jsonBody. How to do it: 1. Seniority: Modify the person_seniorities list to match who you sell to. Examples: ["c_level", "founder"] or ["manager", "contributor"]. 2. Job Titles: This is crucial. Replace the existing list of titles ("engineering", "technology", etc.) with keywords relevant to your target buyer. For example, if you sell to marketing teams, you might use: ["marketing", "demand generation", "growth", "content", "brand"]. 3. Configuring Your Google Sheet Destination Nodes: Append or update row in sheet and Update row in sheet What to change: The documentId and sheetName. How to do it: Open your Google Sheet. The documentId is the long string of characters in the URL between /d/ and /edit. Copy and paste it into the "Document ID" field in both nodes. The sheetName (or Sheet ID/gid) needs to be set for your specific tabs. Make sure the sheet names/IDs in the nodes match the tabs in your document. Column Mapping: If you change the column names in your Google Sheet, you must update the column mapping inside these nodes to ensure the data is written to the correct place. 4. Tailoring the AI Email Generation Node: Message a model (OpenAI) What to change: The prompt, the model, and the input variables. How to do it: The Prompt: This is the heart of your outreach. Read the entire prompt carefully and edit it to reflect your company's value proposition, tone of voice, and specific call-to-action. Value Proposition: Change the line "We help them cut that specific infrastructure spend..." to match what your product does. Use a powerful, single data point if you have one. Call-to-Action (CTA): Modify the final question ("Curious if infra efficiency is on your roadmap...") to something that fits your sales process. Tone: Adjust the initial instructions (e.g., "Your tone is that of a peer...") if you want a different style. The Model: The workflow uses gpt-4.1. You can switch to a different model like gpt-4o (potentially better/faster) or gpt-3.5-turbo (much cheaper, but lower quality) depending on your budget and needs. Input Variables: The prompt uses {{ $json['Company Name'] }}, {{ $json['Person Designation'] }}, and {{ $json.Industry }}. If you want to add more personalization (e.g., based on a company's funding amount), you would first need to ensure that data is passed to this node, then add the new variable (e.g., {{ $json['Funding Amount'] }}) into the prompt. 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 Workflow Automation Click here- Get Started

Streamline invoice management with this automated n8n workflow. Triggered daily at 9 AM, it fetches pending invoices, filters overdue ones, uses AI to generate personalized reminders, and sends them to clients. It also tracks payments via webhooks, updates statuses, and provides daily summaries to the finance team, ensuring efficient cash flow oversight. Key Features Daily checks at 9 AM ensure timely invoice tracking. AI generates personalized reminders and payment confirmations. Real-time webhook integration for payment updates. Daily summaries and activity logs enhance financial visibility. Workflow Process Schedule Daily Check** runs every day at 9 AM to initiate the workflow. Fetch Pending Invoices** queries the database for unpaid invoices. Filter Overdue Invoices** separates overdue invoices based on due dates. Calculate Reminder Logic** applies smart logic for reminder timing and urgency. Prepare AI Prompt** formats data into a tailored prompt for AI. AI Agent for Generate Email** uses AI to create personalized reminder emails. Format Email** styles the email with HTML for a professional look. Send Email Reminder** delivers the reminder to clients. Update Reminder Status** logs the sent reminder in the database. Create Activity Log** generates a manual log for auditing. Save Input Log** archives raw input data for analysis. Generate Daily Summary** creates a report of daily metrics. Send Summary to Finance Team** emails the summary to the team. Webhook Payment Received** captures payment confirmations via POST. Update Payment Status** updates the invoice status to "paid" in the database. Webhook Response** sends an acknowledgment to the payment gateway. Webhook Logic Filtering** validates webhook data. Prepare AI Prompt (in payment branch)** formats payment data for AI. Chat Memory Tool (in payment branch)** maintains context for AI. Generate Email (in payment branch)** creates a payment confirmation email. Send Payment Confirmation** emails the confirmation to the client. Setup Instructions Import the workflow into n8n and configure database credentials (e.g., Google Sheets or SQL) for "Fetch Pending Invoices." Set up the AI service (e.g., OpenAI GPT) with an API key for email generation. Configure Gmail API Key for sending emails and Slack (if integrated) for team alerts. Test the workflow by adding overdue invoices and simulating a payment webhook. Adjust reminder logic and thresholds (e.g., 7 days overdue) as needed. Prerequisites Database access (e.g., Google Sheets OAuth2 or SQL credentials) OpenAI API key for AI email generation Gmail API Key for email notifications Payment gateway webhook integration (e.g., Stripe) Structured invoice data format Database Structure: Create a table/sheet with columns: Invoice ID Client Name Amount Due Date Status Reminder Sent Payment Date Modification Options Adjust the "Schedule Daily Check" to a different time (e.g., 8 AM IST). Customize "Calculate Reminder Logic" for escalation (e.g., multiple reminders). Modify AI prompts for branded or localized email content. Integrate with accounting software (e.g., QuickBooks) for real-time data. Enhance "Generate Daily Summary" with custom financial metrics. Discover more workflows – Get in touch with us

Verified Visitor Pass Generator Overview Transform your visitor management process with this fully automated, enterprise-grade workflow. The Verified Visitor Pass Generator eliminates manual data entry, prevents fake registrations through email verification, and creates professional branded visitor passes in under 30 seconds. What This Workflow Does This comprehensive automation handles the complete visitor onboarding lifecycle: Captures Visitor Data - Receives form submissions via webhook from Jotform, Typeform, or any custom form Verifies Email Authenticity - Uses VerifiEmail API to validate emails and block disposable/fake addresses Generates Unique IDs - Creates visitor IDs with timestamps for tracking and security Creates QR Codes - Generates scannable QR codes containing visitor information for fast check-in Designs Digital Passes - Produces professional, branded visitor badges with HTML/CSS to Image Sends Email Notifications - Delivers passes to visitors with visit details and instructions Alerts Security Team - Posts real-time notifications to Slack with visitor details Maintains Audit Trail - Logs all visitor data to Google Sheets for compliance and reporting Key Features ✅ Email Verification - Blocks fake registrations (95%+ accuracy) ✅ Branded Badges - Customizable design with logo, colors, and QR codes ✅ Instant Delivery - Visitors receive passes within 30 seconds ✅ Real-Time Alerts - Security team gets Slack notifications immediately ✅ Complete Audit Trail - All visitor data logged to Google Sheets ✅ Mobile-Friendly - Passes work on any smartphone ✅ QR Code Integration - Fast scanning for contactless check-in ✅ Professional Templates - HTML email templates included ✅ Error Handling - Invalid emails automatically rejected ✅ Zero Manual Work - 100% automated from submission to delivery Perfect For 🏢 Coworking spaces and shared offices 🏛️ Corporate offices and headquarters 🎪 Event venues and conference centers 🏥 Healthcare facilities 🏫 Educational institutions 🏭 Manufacturing facilities 🏨 Hotels and hospitality venues Business Impact Before Automation: ⏱️ 10-15 minutes per visitor (manual process) 📝 Manual data entry errors 🔒 No email verification 📊 No centralized tracking 💸 High labor costs After Automation: ⚡ 30 seconds per visitor ✅ Zero manual work 🔐 Email verification prevents fraud 📈 Complete analytics and reporting 💰 99% cost reduction Use Cases Scenario 1: Daily Office Visitors A coworking space receives 50 visitors daily. The workflow automatically verifies each visitor, generates professional passes, and maintains a searchable database for security compliance. Scenario 2: Event Registration A conference venue uses the workflow for event check-in. Attendees receive QR-coded passes that security scans for instant verification. Scenario 3: Contractor Management A corporate office tracks all contractor visits with automated logging, ensuring compliance with safety regulations and insurance requirements. Customization Options Easy Customizations: Change company logo and branding colors Modify email templates and messaging Adjust badge design and layout Add custom visitor fields Update location and contact information Advanced Customizations: Add SMS notifications (Twilio integration) Implement visitor pre-approval workflow Create recurring visitor fast-track Add NDA/terms acceptance step Integrate with access control systems Build visitor analytics dashboard What Users Love ⭐⭐⭐⭐⭐ "Reduced our visitor processing time from 10 minutes to 30 seconds. Game changer!" ⭐⭐⭐⭐⭐ "The email verification feature stopped all fake registrations. Security team loves it." ⭐⭐⭐⭐⭐ "Professional badges make our coworking space look enterprise-grade. Clients are impressed." 🔧 Required Integrations & Credentials 1. VerifiEmail API (Required) Setup:** Sign up at https://verifi.email and get API token 2. HTMLCSSToImage API (Required) Setup:** Sign up at https://htmlcsstoimg.com and get API credentials 3. Gmail OAuth2 or SMTP (Required) Setup:** Connect Gmail account via OAuth2 in n8n 4. Slack API (Required) Setup:** Create Slack app and get OAuth token 5. Google Sheets OAuth2 (Required) Setup:** Connect Google account and create spreadsheet 🎯 Quick Start Guide Step 1: Setup Credentials Create VerifiEmail account and get API token Setup HTMLCSSToImage API credentials Connect Gmail account via OAuth2 Create Slack app and get bot token Connect Google Sheets account Step 2: Configure Nodes Update company name in HTML badge template Replace logo in badge design (line 76 in HTML/CSS node) Update email template with your contact info Set Slack channel ID for notifications Create Google Sheets with proper column headers Step 3: Test Workflow Click "Execute Workflow" with test data Verify email is sent to test address Check Slack notification appears Confirm data logs to Google Sheets Scan QR code to verify it works Step 4: Activate Toggle workflow to "Active" Copy webhook URL to your form Submit first real visitor registration Monitor execution logs for issues 📈 Monitoring & Analytics Track these metrics in Google Sheets: Total visitors processed Email verification success rate Peak visitor hours/days Most common visit purposes Visitor company frequency Average processing time 📄 License This workflow is provided as-is for use in your n8n instance. Feel free to modify and adapt to your needs.

Who's it for Social media managers, content creators, brand managers, and marketing teams who need to track keyword performance and trending content across TikTok, Instagram, and Reddit for competitive analysis and content inspiration. What it does This workflow automatically monitors trending content across three major social media platforms using specified keywords. It scrapes posts from TikTok, Instagram, and Reddit, calculates engagement scores using platform-specific metrics, ranks content by performance, and generates a comprehensive HTML email report with the top-performing posts across all platforms. How it works The workflow follows a sequential multi-platform scraping process: Reddit Scraping: Searches for keyword-based posts and comments with engagement metrics Instagram Monitoring: Analyzes hashtag-based content with likes and comments data TikTok Analysis: Tracks hashtag performance including views, likes, shares, and comments Score Calculation: Applies platform-specific scoring algorithms based on engagement metrics Unified Ranking: Combines and ranks all content across platforms by engagement score Report Generation: Creates a detailed HTML email report with top performers and analytics Requirements Apify account with API access Gmail account for report delivery Platform-specific scrapers: Reddit Scraper Lite, Instagram Scraper, TikTok Scraper How to set up Step 1: Configure Apify credentials Set up Apify HTTP header authentication in n8n Ensure access to the required scrapers: Reddit: trudax~reddit-scraper-lite Instagram: apify~instagram-scraper TikTok: clockworks~tiktok-scraper Step 2: Customize search parameters Reddit configuration: Search terms: Modify "searches" array with your keywords Content type: Posts and comments (searchComments can be enabled) Sort method: "top" (alternatives: hot, new, relevance) Time period: "month" (alternatives: hour, day, week, year, all) Result limits: maxItems: 50, maxPostCount: 25 Instagram configuration: Hashtag URLs: Update directUrls with target hashtags Results type: "posts" (alternatives: stories, reels) Time filter: "onlyPostsNewerThan": "7 days" Result limit: resultsLimit: 15 TikTok configuration: Hashtags: Update hashtags array with target keywords Results per page: resultsPerPage: 20 Time filter: "oldestPostDateUnified": "7 days" Step 3: Set up email reporting Configure Gmail OAuth2 credentials Update recipient email address in "Send a message" node Customize email subject and styling as needed Step 4: Adjust scoring algorithms Current scoring formulas: Reddit: (upvotes × 1) + (comments × 2) Instagram: (likes × 1) + (comments × 2) TikTok: (likes × 1) + (comments × 2) + (shares × 3) + (views ÷ 1000) Modify the code nodes to adjust scoring based on your priorities. How to customize the workflow Keyword and hashtag targeting Multiple keywords: Add arrays of search terms for broader monitoring Brand-specific terms: Include brand names, product names, competitor analysis Seasonal tracking: Adjust keywords based on campaigns or seasonal trends Negative filtering: Exclude irrelevant content with filtering logic Platform-specific customization Reddit enhancements: Subreddit targeting: Focus on specific communities Comment analysis: Enable comment scraping for deeper insights User profiling: Track specific user activity and influence Instagram modifications: Story monitoring: Track story mentions and hashtag usage Influencer tracking: Monitor specific account performance Location-based: Add geo-targeted hashtag monitoring TikTok optimizations: Trend detection: Identify viral sounds and effects Creator analysis: Track trending creators in your niche Challenge monitoring: Follow hashtag challenge performance Scoring and ranking customization Weighted metrics: Adjust multipliers based on platform importance Recency factors: Give bonus points to newer content Quality filters: Exclude low-engagement or spam content Sentiment analysis: Integrate sentiment scoring for brand monitoring Reporting enhancements Multiple recipients: Send reports to different team members Scheduled execution: Add scheduling triggers for automated monitoring Data export: Save results to spreadsheets or databases Alert thresholds: Set up notifications for high-performing content Engagement scoring methodology Platform-specific algorithms Reddit scoring logic: Emphasizes community engagement through upvotes and discussion Comments weighted higher (×2) as they indicate deeper engagement Filters out low-quality posts and spam content Instagram scoring approach: Balances visual appeal (likes) with engagement depth (comments) Focuses on recent content to capture trending moments Excludes carousel sub-items to avoid duplicate counting TikTok scoring system: Multi-factor algorithm considering all engagement types Views normalized (÷1000) to balance with other metrics Shares heavily weighted (×3) as they indicate viral potential Level classification Content automatically categorized into performance tiers: High: Score ≥ 10,000 (viral or highly engaging content) Medium: Score ≥ 1,000 (good engagement, worth monitoring) Low: Score < 1,000 (baseline engagement) Results interpretation Comprehensive analytics dashboard The email report includes: Cross-platform leaderboard: Top 15 posts ranked by engagement score Platform breakdown: Performance summary by social network Engagement metrics: Detailed scoring and classification Direct links: Clickable access to original content Author tracking: Creator identification for influencer outreach Actionable insights Content inspiration: Identify high-performing content formats and topics Competitor analysis: Monitor competitor content performance Trend identification: Spot emerging topics before they peak Influencer discovery: Find creators driving engagement in your niche Use cases Brand monitoring and competitive analysis Brand mention tracking: Monitor how your brand performs across platforms Competitor surveillance: Track competitor content and engagement rates Crisis management: Early detection of negative sentiment or issues Market positioning: Understand your brand's social media presence Content strategy optimization Content format analysis: Identify which content types perform best Hashtag research: Discover effective hashtags for your niche Posting timing: Analyze when high-engagement content is published Trend forecasting: Spot emerging trends for proactive content creation Influencer and partnership identification Creator discovery: Find influential voices in your industry Partnership evaluation: Assess potential collaborator engagement rates Campaign performance: Track sponsored content and brand partnerships Community building: Identify active community members and advocates Workflow limitations API rate limiting: Subject to Apify scraper limitations and quotas Platform restrictions: Some content may be private or restricted Real-time delays: 30-second waits between platform scraping prevent rate limiting Manual execution: Currently triggered manually (easily schedulable) Single keyword focus: Current setup optimized for one keyword at a time Platform availability: Dependent on third-party scrapers and their maintenance

Transform your Google Form into an intelligent customer support system that automatically analyzes, prioritizes, and responds to every inquiry with AI-powered personalization. Who's it for This workflow is perfect for: Customer support teams** handling high volumes of form submissions Small businesses** looking to provide instant, professional responses 24/7 E-commerce stores** managing product inquiries, complaints, and refunds Service providers** triaging appointment requests and support tickets Event organizers** responding to registration questions How it works When someone submits your Google Form, this workflow: Triggers instantly** from new Google Sheets row Analyzes with AI** to determine urgency (low/medium/high), category (technical/sales/support/billing), and sentiment (positive/neutral/negative) Routes intelligently** based on priority level to appropriate response template Generates personalized reply** using OpenAI, tailored to urgency and sentiment Sends auto-reply** via Gmail with professional formatting Alerts your team** on Slack for high-priority cases requiring human follow-up Logs everything** to tracking sheet for analytics and audit trail Set up steps Time to set up: approximately 15-20 minutes Prerequisites Google Form connected to Google Sheets OpenAI API key (get one at platform.openai.com) Gmail account for sending emails Slack workspace (optional, for team alerts) Configuration steps Connect Google Sheets Trigger to your form response sheet Update column names in "Map Form Column Names" node (default: Name, Email Address, Inquiry) Add OpenAI credentials - uses GPT-4o-mini for cost efficiency (approximately $0.001 per inquiry) Connect Gmail via OAuth2 for sending auto-replies Create tracking sheet with columns: timestamp, name, email, urgency, category, sentiment, summary, keywords, subject, inquiry (Optional) Connect Slack for high-priority notifications Test with sample data before activating Requirements Google Form (free) Google Sheets (free) OpenAI API account (approximately $0.001-0.002 per inquiry with GPT-4o-mini) Gmail account (free) Slack workspace (optional, free tier available) n8n Cloud or self-hosted instance How to customize Adjust triage criteria: Edit the "Analyze with AI Triage" prompt to define what qualifies as high/medium/low urgency for your business. Add custom categories beyond the default five (technical/sales/support/billing/general). Modify response templates: Customize the three response generation nodes to match your brand voice. Add company-specific information, policies, or FAQ links. Adjust tone from formal to casual based on your audience. Add advanced features: Insert CRM integration to check customer history before responding Add condition nodes to route specific categories to different team members Include file attachments (brochures, manuals) based on inquiry type Implement follow-up sequences with Wait nodes Connect multiple notification channels (Discord, email, SMS) Multi-language support: The AI automatically detects and responds in the inquiry's language. Customize prompts with language-specific instructions if needed. Use cases Product support:** Auto-respond to "how to use" questions with relevant documentation Complaint management:** Immediately acknowledge issues and alert team for urgent follow-up Lead qualification:** Instantly engage sales inquiries while routing to appropriate sales rep Appointment requests:** Confirm booking inquiries and provide next steps Feedback collection:** Thank customers and categorize feedback for analysis

This n8n workflow automates the monitoring, health assessment, and self-healing of AWS EC2 instances in production environments. It runs periodic checks, identifies unhealthy instances based on status and metrics, restarts them automatically, and notifies teams via multi-channel alerts while logging data for auditing and reporting. Key Features Triggers health checks every 5 minutes to proactively monitor EC2 fleet status. Fetches and loops through all production EC2 instances for individualized analysis. Evaluates instance health using AWS metrics and custom thresholds to detect issues like high CPU or stopped states. Performs automatic restarts on unhealthy instances to minimize downtime. Sends instant WhatsApp notifications for urgent alerts, detailed email reports for team review, and logs metrics to Google Sheets for long-term tracking. Includes sticky notes for quick reference on configuration, self-healing logic, and alert setup. Workflow Process The Schedule Trigger node runs the workflow every 5 minutes, ensuring frequent health monitoring without overwhelming AWS APIs. The Get EC2 Instances node fetches all production-tagged EC2 instances from AWS, filtering by environment (e.g., tag: Environment=Production). The Loop Over Instances node iterates through each fetched instance individually, allowing parallel processing for scalability. The Check Instance Status node retrieves detailed health metrics for the current instance via AWS API (e.g., status checks, CPU utilization, and state). The Health Status Check node evaluates the instance's status against predefined thresholds (e.g., failed system checks or high load); if healthy, it skips to logging. The Analyze Health Data node assesses metrics in depth to determine action (e.g., restart if CPU > 90% for 5+ minutes) and prepares alert payloads. The Restart Instance node automatically initiates a reboot on unhealthy instances using AWS EC2 API, with optional dry-run mode for testing. The WhatsApp Notification node (part of Multi-Channel Alerts) sends instant alerts via Twilio WhatsApp API, including instance ID, issue summary, and restart status. The Email Report node generates and sends a detailed HTML report to the team via SMTP, summarizing checked instances, actions taken, and metrics trends. The Google Sheets Logging node appends health data, timestamps, and outcomes to a specified spreadsheet for historical analysis and dashboards. The Sticky Notes nodes provide inline documentation: one for AWS credential setup, one explaining self-healing thresholds, and one for alert channel configurations. Setup Instructions Import the workflow into n8n and activate the Schedule Trigger with a 5-minute cron expression (e.g., */5 * * * *). Configure AWS credentials in the Get EC2 Instances, Check Instance Status, and Restart Instance nodes using IAM roles with EC2 read/restart permissions. Set up Twilio credentials in the WhatsApp Notification node, including your Twilio SID, auth token, and WhatsApp-enabled phone numbers for sender/receiver. Add SMTP credentials (e.g., Gmail or AWS SES) in the Email Report node, and update sender/receiver email addresses in the node parameters. Link Google Sheets in the Google Sheets Logging node by providing the spreadsheet ID, sheet name, and OAuth credentials for write access. Customize health thresholds in Health Status Check and Analyze Health Data (e.g., via expressions for CPU/memory limits). Test the workflow by manually executing it on a small set of instances and verifying alerts/logging before enabling production scheduling. Review sticky notes within n8n for quick tips, and monitor executions in the dashboard to fine-tune intervals or error handling. Prerequisites AWS account with EC2 access and IAM user/role for DescribeInstances, DescribeInstanceStatus, and RebootInstances actions. Twilio account with WhatsApp sandbox or approved number for notifications. SMTP email service (e.g., Gmail, Outlook) with app-specific passwords enabled. Google Workspace or personal Google account for Sheets integration. n8n instance with AWS, Twilio, SMTP, and Google Sheets nodes installed (cloud or self-hosted). Production EC2 instances tagged consistently (e.g., Environment=Production) for filtering. Modification Options Adjust the Schedule Trigger interval to hourly for less frequent checks or integrate with AWS CloudWatch Events for dynamic triggering. Expand Analyze Health Data to include advanced metrics (e.g., disk I/O via CloudWatch) or ML-based anomaly detection. Add more alert channels in Multi-Channel Alerts, such as Slack webhooks or PagerDuty integrations, by duplicating the WhatsApp/Email branches. Enhance Google Sheets Logging with charts or conditional formatting via Google Apps Script for visual dashboards. Implement approval gates in Restart Instance (e.g., via email confirmation) to prevent auto-restarts in sensitive environments. Explore More AI Workflows: Get in touch with us for custom n8n automation!

🧩 Description A customized n8n workflow inspired by the Lead Generation Agent template. It automates B2B lead scraping via Apify, extracts contact emails with AI, sends cold emails via Gmail, and logs every interaction in Google Sheets with Telegram alerts for live monitoring. 🧠 How It Works This workflow automates the entire B2B lead generation and outreach process from data collection to email delivery. Once you enter your search keyword and location, the system scrapes business details using Apify, filters valid websites, and extracts email addresses with AI. Each lead is then enriched and logged in Google Sheets. The workflow automatically composes a personalized cold email based on your preferred tone (friendly, simple, or professional) and sends it through Gmail with short delays between each message to avoid spam filters. You’ll also receive Telegram notifications to monitor progress and any leads that fail to send. ⚙️ Setup Steps Clone the workflow into your n8n instance. Add your API credentials: Apify API Token OpenAI (or Gemini) API Key Google Sheets & Gmail account connections Telegram Bot Token + Chat ID (optional) Open the Form node or Manual Trigger, and set your search criteria (e.g., “marketing agencies in London”). Configure your Google Sheet — make sure the columns match the node mapping. Adjust the AI prompt in the OpenAI node if you want a different tone or style for your emails. Run the workflow manually to test one or two leads first. Once confirmed, activate scheduling or keep it manual for on-demand lead generation. 🚀 Try It Out! Experience how AI and automation can take over your lead generation workflow. Just enter a business type and location, and watch as the system finds potential clients, extracts contact details, crafts a personalized cold email, and sends it — all without manual effort. Perfect for freelancers, agencies, or anyone looking to automate their B2B outreach process.

Optimize your performance review process with this automated workflow. Running daily at 8 AM, it retrieves scheduled reviews from a Google Sheet, validates upcoming sessions, processes each review, and sends email reminders to participants. It also updates Google Calendar events, notifies HR via Slack, and logs review statuses back into the sheet — ensuring a seamless, tracked, and multi-channel communication experience. 📅🤖 What This Template Does Step 1: Triggers Daily Check at 8 AM to initiate the review process. ⏰ Step 2: Gets Review Schedule by reading planned reviews from a Google Sheet. Step 3: Filters Upcoming Reviews to focus on sessions within the next 3 days. Step 4: Validates Reviews Scheduled? Ensures reviews exist and are ready to process. Step 5: Splits into Manual to handle each review individually. Step 6: Prepares Review Data for notifications and updates. Step 7: Branches actions:   → Sends Email Reminder to participants.   → Updates Calendar Event with the scheduled session.   → Notifies HR on Slack with review details.   → Updates Review Status in the Google Sheet with logged feedback. Key Benefits Automates daily review scheduling and reminders Ensures timely calendar updates and notifications Centralizes feedback logging in Google Sheets Enhances HR visibility with Slack alerts Reduces manual coordination efforts Improves review process consistency Features Daily trigger at 8 AM Google Sheet integration for review schedule Filtering for upcoming reviews (next 3 days) Validation of scheduled reviews Multi-channel notifications (email, Slack) Google Calendar event creation Real-time status updates in sheets Manual processing for individual reviews Requirements GOOGLE_SHEET_ID**: Your Google Sheet ID (structured as below) Credentials Needed:** Google Sheets OAuth2 Gmail API Key Google Calendar OAuth2 Slack Bot Token (with chat:write permissions) Customize:** • Review schedule columns (e.g., Employee, Date, Reviewer, Status) • Reminder email template • Slack channel for HR notifications • Calendar event duration Google Sheet Structure: Create a sheet with columns: Employee Name Review Date Reviewer Status Feedback Updated At Target Audience HR teams managing performance reviews 👥 Managers scheduling regular check-ins ⏳ Organizations ensuring review compliance 📋 Remote teams needing centralized updates 🌐 Companies prioritizing employee feedback 📈 Step-by-Step Setup Instructions Set up Google Sheet  → Create a sheet with columns: Employee Name, Review Date, Reviewer, Status, Feedback, Updated At.  → Replace YOUR_SHEET_ID in the workflow with your actual Sheet ID. Configure Daily Trigger  → Set the "Daily Check at 8 AM" node to run at 8:00 AM IST (adjust for timezone if needed). Connect Google Calendar  → Enable Google Calendar OAuth2 and select the relevant calendar (e.g., hr@company.com). Customize Review Filter  → In "Filter Upcoming Reviews," set the range to check the next 3 days from today (e.g., October 24–27, 2025). Set Up Notifications  → Edit the "Send Email Reminder" template (e.g., include review date and link).  → Configure "Notify HR on Slack" with your HR channel ID. Test the Flow  → Add a test review entry in the sheet (e.g., date within 3 days).  → Run manually or wait until 8 AM IST on October 25, 2025 → Verify email, calendar event, Slack message, and sheet update. Go Live  → Enable the daily trigger.  → Monitor sheet and notifications for the first run. Workflow Complete! Reviews scheduled, reminders sent, and feedback logged — all on autopilot. Metrics to Track: Reviews scheduled daily Reminder delivery success Calendar update rate Feedback logging completion

How it Works This workflow automatically monitors your Gmail support inbox every minute for new unread messages, instantly sending each email to OpenAI for intelligent analysis. The AI engine evaluates sentiment (Positive/Neutral/Negative/Critical), urgency level (Low/Medium/High/Critical), and categorizes requests into Technical, Billing, Feature Request, Bug Report, or General Inquiry, while extracting key issues and generating professional response templates. The system calculates a priority score (0-110 points) by combining urgency weight (25 points per level) with sentiment impact (10 points per level), automatically flagging any Critical urgency or Critical sentiment tickets for immediate attention. Critical issues trigger instant Slack alerts with full context, suggested responses, and 30-minute SLA reminders, while routine tickets route to monitoring channels for standard processing. Every ticket is logged to Airtable with complete analysis data and thread tracking, then simultaneously posted to a Google Sheets analytics dashboard for real-time metrics. A secondary AI pass generates strategic insights including trend identification, risk assessment, and actionable recommendations for the support team, storing these insights back in Airtable linked to the original ticket. The entire process takes seconds from email arrival to team notification, eliminating manual triage and ensuring critical customer issues receive immediate attention while building a searchable knowledge base of support patterns. Who is this for? Customer support teams drowning in high email volumes needing automated prioritization SaaS companies tracking support metrics and response times for customer satisfaction Startups with lean support teams requiring intelligent ticket routing and escalation E-commerce businesses managing technical support, returns, and billing inquiries simultaneously Support managers needing data-driven insights into customer pain points and support trends Setup Steps Setup time: Approx. 20-30 minutes (OpenAI API, Gmail connection, database setup) Requirements: Gmail account with support email access OpenAI API account with API key Airtable account with workspace access Google Sheets for analytics dashboard Slack workspace with incoming webhooks Sign up for OpenAI and obtain your API key for the AI analysis nodes. Create an Airtable base with two tables: "tblSupportTickets" (main records) and "tblInsights" (AI insights) with matching column names. Create a Google Sheet with columns for Date, Time, Customer, Email, Subject, Sentiment, Urgency, Category, Priority, Critical, Status. Set up these nodes: Monitor Support Emails: Connect Gmail account, configure to check INBOX label for unread messages. AI Analysis Engine: Add OpenAI credentials and API key, system prompt pre-configured. Parse & Enrich Data: JavaScript code automatically extracts and scores data (no changes needed). Route by Urgency: Configure routing rules to split critical vs. routine tickets. Slack Alert Nodes: Set up webhook URLs for critical alerts channel and routine monitoring channel. Log to Airtable Database: Connect Airtable, select base and table, map all data fields. Update Analytics Dashboard: Connect Google Sheets and select target sheet/range. Generate Insights & Store AI Insights: OpenAI credentials already set, Airtable connection for storage. Replace placeholder IDs: Airtable base ID (appXXXXXXXXXXXXXX), table names, Google Sheet document ID (1XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX). Credentials must be entered into their respective nodes for successful execution. Customization Guidance Priority Scoring Formula:** Adjust urgency multiplier (currently 25) and sentiment weight (currently 10) in the Code node to match your SLA requirements. Urgency Thresholds:** Modify critical routing logic—currently any "Critical" urgency or sentiment triggers immediate alerts. AI Analysis Temperature:** Lower OpenAI temperature (0.1-0.2) for more consistent categorization, or raise (0.4-0.5) for nuanced sentiment detection. Polling Frequency:** Change Gmail trigger from every minute to every 5/15/30 minutes based on support volume and urgency needs. Email Filters:** Add sender whitelist/blacklist, specific label filters, or date ranges to focus on particular customer segments. Category Customization:** Modify AI system prompt to add industry-specific categories like "Compliance," "Integration," "Onboarding," etc. Multi-Language Support:** Add language detection and translation steps before AI analysis for international support teams. Auto-Response:** Insert Gmail send node after AI analysis to automatically send suggested responses for low-priority inquiries. Escalation Rules:** Add additional routing for VIP customers, enterprise accounts, or tickets mentioning "cancel/refund." Dashboard Enhancements:** Connect to Data Studio, Tableau, or Power BI for advanced support analytics and team performance tracking. Once configured, this workflow transforms your support inbox into an intelligent triage system that never misses critical issues, provides instant team visibility, and builds actionable customer insights—all while your team focuses on solving problems instead of sorting emails. Built by Daniel Shashko Connect on LinkedIn

This n8n template demonstrates how to automatically analyze all your accumulated notes from the past week and generate actionable insights, task lists, and priorities using AI. Use cases are many: Try automating weekly planning sessions, extracting action items from meeting notes, identifying recurring themes in your thoughts, or creating data-driven weekly reports for personal productivity tracking! Good to know ChatGPT analysis costs approximately $0.01-0.05 per week depending on the volume of notes The workflow uses advanced date filtering to process exactly 7 days of content Email sending requires SMTP configuration (Gmail, Outlook, etc.) Perfect companion:* Works seamlessly with the "Audio Notes to Google Docs*" workflow - it reads and analyzes all notes created by that system! How it works A schedule trigger runs every Sunday at your preferred time (default: 11 PM) The workflow reads your complete Google Doc containing all accumulated notes A smart filter function extracts only entries from the past 7 days using date stamp recognition The filtered content gets sent to ChatGPT which analyzes patterns and extracts: Actionable tasks for next week Important deadlines and appointments Key insights and learnings Top 3 priorities Category distribution (Work, Private, Health, etc.) A second AI call creates a personalized email summary with context and recommendations The structured analysis gets appended to your Google Doc as a weekly summary You receive a Telegram notification when the review is complete A detailed email report lands in your inbox with the full analysis and action items How to use The workflow runs automatically every Sunday - no manual intervention needed Adjust the schedule trigger to your preferred day/time for weekly planning Review the email summary and use the extracted tasks for your upcoming week planning The Google Doc serves as your permanent archive of weekly insights Requirements Google Docs API access to read your notes document OpenAI API account for ChatGPT analysis (GPT-4 recommended for best results) SMTP email configuration for sending summary reports Telegram Bot Token for notifications Prerequisite:* The *"Audio Notes to Google Docs**" workflow or similar system that creates timestamped entries Customising this workflow Modify the AI analysis prompt to focus on specific areas (business metrics, health tracking, learning goals) Add multiple analysis modes (daily, bi-weekly, monthly reviews) Include additional outputs like calendar event creation, task manager integration, or team sharing Connect to project management tools like Notion, Asana, or Monday.com for automatic task creation

⚠️ Crypto Price Threshold Alerts (Email/SMS/Telegram) 📌 Overview This workflow monitors Bitcoin (BTC) and Ethereum (ETH) prices in real-time using CoinGecko’s public API. It sends you an instant alert when a price crosses a custom threshold or when the 24-hour change moves beyond your defined % range. Perfect for traders who want automated price pings without constantly checking charts. ⚙️ How it works Schedule Trigger — runs every 10–15 minutes (configurable cron). HTTP Request (CoinGecko) — fetches live BTC/ETH prices + 24h % changes. Code Node — compares values against your target thresholds. IF Node — checks if any condition is true (cross up/down or big move). Notification Node — sends alert via Email, SMS (Twilio), or Telegram. Example Output: > “BTC broke $110,000 (+2.1% 24h)” 🛠 Setup Guide Set your thresholds in the Code node: BTC_UP / BTC_DOWN ETH_UP / ETH_DOWN MOVE_ABS (absolute % change to trigger) Choose delivery channel: Email Node → SMTP (Gmail, Outlook, etc.) Twilio Node → SMS alerts Telegram Node → DM or channel alerts Test Run: Execute once from the Code node. If thresholds are crossed, you’ll see a formatted alert payload. 🎛 Customization Adjust interval in the Schedule Trigger (default: every 15m). Add more cryptos by editing the CoinGecko API call. Use Slack or Discord instead of Email/Telegram for team alerts. Store last triggered state in Google Sheets/DB to avoid repeated pings. 👤 Author David Olusola For traning automation & 1:1 consulting: sales@daexai.com

Description Automate daily KPI tracking and reporting by integrating ClickUp tasks and Google Sheets lead data into a unified dashboard. This workflow computes performance metrics, analyzes sentiment, and delivers visualized reports to Slack and Gmail for instant team insights. 📊💬📧 What This Template Does Triggers automatically every day using a cron scheduler. ⏰ Fetches project task data from ClickUp, including status, priority, and assignee metrics. Retrieves lead generation data and responses from Google Sheets. Merges both data sources to create a unified performance dataset. Computes detailed KPI metrics (task completion, overdue %, sentiment analysis, response trends). Formats data for reporting and visualization. Posts a concise KPI summary snapshot to a designated Slack channel. Sends a professionally formatted HTML report via Gmail. Notifies your Slack channel instantly in case of any workflow errors. Key Benefits ✅ Eliminates manual KPI tracking and reporting. ✅ Combines ClickUp and Google Sheets data into one view. ✅ Provides real-time insights for decision-making. ✅ Automates daily updates for consistent visibility. ✅ Delivers both quick Slack summaries and detailed email reports. ✅ Built-in error alerting ensures uninterrupted automation. Features Scheduled daily cron trigger for automated execution. OAuth2-secured integrations with ClickUp, Google Sheets, Slack, and Gmail. Parallel data fetching for faster performance. Smart KPI calculations with sentiment and trend analysis. Custom HTML email template with visual charts and highlights. Slack snapshot notifications for instant updates. Error-handling mechanism with Slack alerts. Requirements ClickUp account with OAuth2 credentials. Google Sheets access with OAuth2 credentials. Slack API credentials with chat:write permission. Gmail OAuth2 credentials for report delivery. Target Audience Project managers tracking performance KPIs. Operations teams needing daily performance visibility. Marketing and sales teams monitoring task and lead metrics. Automation and analytics engineers building executive dashboards. Step-by-Step Setup Instructions Connect your ClickUp, Google Sheets, Slack, and Gmail accounts. 🔑 Replace placeholder IDs (Sheet ID, Channel ID, Email) with your actual values. Adjust the cron trigger time as per your timezone. Test with sample data to confirm correct KPI calculations. Enable workflow to start daily automated execution. 🚀