Workflow Templates

Streamline your hiring process with intelligent AI-powered candidate screening and automated interview scheduling. This workflow receives applications via webhook, evaluates candidates using OpenAI's GPT model, scores them against job requirements, stores data in Google Sheets, and automatically schedules interviews for high-scoring candidates — all while sending personalized email notifications and updating statuses in real time. Reduce manual screening time and ensure only top candidates move forward. 🤖📧 What This Template Does Step 1: Triggers on new application submission via Webhook (e.g., from job portal or form). Step 2: Stores applicant data (resume, contact, role) into Google Sheets for centralized tracking. Step 3: Uses OpenAI GPT to evaluate candidate fit based on resume, skills, and job requirements. Step 4: Applies Scoring Logic:   • Score ≥ 70 → Qualified for interview   • Score < 70 → Not a fit Step 5: Branches based on score:   → High Score Path:    • Sends Interview Invitation Email    • Creates Google Calendar Event    • Updates Sheet: Status → “Interview Scheduled”   → Low Score Path:    • Sends Polite Rejection Email    • Updates Sheet: Status → “Rejected” Step 6: Final metrics logged and webhook response confirms completion. Key Benefits ✅ Eliminates manual resume screening ✅ AI evaluates candidates consistently and objectively ✅ Automates interview scheduling with calendar integration ✅ Real-time status updates in Google Sheets ✅ Personalized email communication at every stage ✅ Full audit trail of decisions and actions Features Webhook-triggered application intake Google Sheets as applicant tracking system (ATS) OpenAI GPT-powered candidate evaluation Dynamic scoring threshold (customizable) Conditional branching (High/Low Score) Gmail integration for email notifications Google Calendar auto-event creation Real-time status updates via sheet write-back Final webhook response for system confirmation Requirements GOOGLE_SHEET_ID**: Your Google Sheet ID Credentials Needed:** Google Sheets OAuth2 Gmail API Key OpenAI API Key Google Calendar OAuth2 Customize:** • Job requirements & AI prompt • Score threshold (currently 70) • Email templates • Interview scheduling time slots Target Audience HR teams managing high-volume applications 👥 Recruiters seeking faster shortlisting ⏱️ Startups automating early-stage hiring 🚀 Tech companies with technical screening needs 💻 Remote-first organizations using digital workflows 🌍 Step-by-Step Setup Instructions Set up Google Sheet  → Create a sheet with columns: Name, Email, Resume Link, Role, Status, Score, Timestamp  → Replace YOUR_SHEET_ID in the workflow with your actual Sheet ID. Configure Webhook  → Connect your job application form (e.g., Typeform, LinkedIn, custom portal) to trigger this workflow. Add OpenAI API Key  → Insert your OpenAI key and customize the evaluation prompt under “AI Evaluation” node. Set Scoring Threshold  → Adjust the “IF – Check Score Threshold” node (default: ≥70 = pass). Connect Gmail & Calendar  → Enable Gmail OAuth2 and Google Calendar OAuth2.  → Define interviewer email and default interview duration. Customize Emails  → Edit “Interview Invitation” and “Rejection Notice” templates with your branding. Test the Flow  → Submit a test application via webhook.  → Verify: Sheet update → AI score → Email → Calendar event → Status change. Go Live  → Enable automation. Monitor first few runs in Google Sheets. Workflow Complete! Now sit back as AI screens, scores, schedules, and communicates — all without lifting a finger. Metrics to Track: Applications received Average AI score Interview rate Time to process

Objective: Automatically categorize incoming emails based on existing Gmail labels or create a new label if none match. Tools: - Get message - Read all labels - Create label - Assign label to message...

Transform new hire onboarding from 3-4 hours of manual document compilation to 3 minutes of automated generation - creates personalized, role-specific document packages including welcome letters, benefits guides, IT setup instructions, and required forms, all branded and delivered with complete tracking. What This Workflow Does Revolutionizes employee onboarding with intelligent document generation, role-based customization, and automated delivery workflows: Webhook-Triggered Generation** - Automatically creates complete onboarding packages when new hires accept offers or from HR system triggers Smart Data Validation** - Verifies employee information, validates email addresses, generates employee IDs, and enriches data with company defaults Role-Based Customization** - Automatically detects job requirements and customizes documents for technical roles, management positions, or sales functions Department-Specific Details** - Populates office floor, dress code, parking assignments, and team information based on department Welcome Letter Generation** - Creates personalized welcome letters with start date details, first-day instructions, manager information, and what to bring Comprehensive Benefits Guide** - Generates detailed enrollment guides covering health insurance, dental, vision, 401(k), PTO, disability, and life insurance options IT Setup Instructions** - Produces role-specific IT guides with equipment lists, software access, network configuration, and security requirements Required Forms Package** - Creates emergency contact forms and direct deposit authorization with signature fields and document checklists Parallel Document Generation** - Simultaneously generates multiple documents for faster processing and efficiency Batch PDF Conversion** - Converts all HTML documents to professional, print-ready PDFs in one workflow execution Organized Drive Storage** - Creates employee-specific folders and archives all documents with systematic naming conventions Document Aggregation** - Collects all generated PDFs and prepares them as email attachments for delivery Automated Email Delivery** - Sends complete onboarding package to new hire with action items and first-day instructions HR System Integration** - Logs document generation, tracks completion status, manages signature requirements, and maintains audit trails Slack Team Notifications** - Alerts HR team when onboarding packages are successfully delivered with employee details Benefits Eligibility Logic** - Automatically determines benefits eligibility based on employment type and calculates enrollment start dates Signature Tracking** - Monitors which forms require signatures and tracks completion deadlines Key Features Intelligent Role Detection**: Automatically identifies technical roles requiring IT equipment, management positions needing leadership training, and sales roles requiring CRM access Equipment Allocation Logic**: Generates different equipment packages based on role (MacBook Pro for developers vs standard laptop for other roles) Employment Type Handling**: Differentiates between full-time, part-time, and contractor status affecting benefits eligibility and documentation Manager Information Auto-Population**: Pulls reporting structure, manager contact details, and department leadership information Benefits Start Date Calculation**: Automatically computes benefits eligibility dates (typically 30 days after start date) with formatted display Office Location Mapping**: Maps departments to specific floors, dress codes, and parking assignments for seamless first-day experience Dynamic Form Generation**: Creates fillable forms with proper spacing, signature lines, and checkbox fields for manual completion Multi-Document Packaging**: Generates 4+ separate documents covering welcome, benefits, IT setup, and compliance requirements Professional HTML Templates**: Beautifully designed documents with company branding, color-coded sections, and modern layouts Document Versioning**: Includes employee ID, generation timestamp, and unique document pack IDs for version control Email Action Items**: Summarizes required actions with deadlines, what to bring on first day, and pre-start preparation checklist Emergency Contact Management**: Collects primary and secondary emergency contacts with full contact information requirements Direct Deposit Authorization**: Provides bank account forms supporting primary and secondary accounts with percentage or fixed amount splits IT Security Compliance**: Documents mandatory security requirements including MFA setup, VPN configuration, and password policies Benefits Options Breakdown**: Details multiple plan options (PPO, HMO, HDHP) with premium costs and coverage comparisons Folder Organization System**: Creates hierarchical folder structure organizing documents by employee ID and full name Perfect For HR Departments** - Streamline new hire paperwork and reduce manual document preparation time Growing Companies** - Scale onboarding processes without proportionally increasing HR headcount Remote-First Organizations** - Deliver complete onboarding packages to distributed employees electronically Compliance-Focused Industries** - Maintain audit trails and ensure all required documentation is generated and tracked Companies with Complex Benefits** - Clearly communicate multiple benefit options with enrollment guidance IT-Heavy Organizations** - Provide detailed technical setup instructions for equipment and system access Multi-Department Enterprises** - Customize onboarding based on department, role, and location requirements Regulated Industries** - Ensure consistent documentation and signature tracking for compliance requirements What You Will Need Required Integrations HTML to PDF API** - PDF conversion service for professional document generation (approximately 1-5 cents per document) Gmail or SMTP** - Email delivery service for sending onboarding packages to new hires Google Drive** - Cloud storage for document archival and HR record-keeping Optional Integrations Slack Webhook** - HR team notifications when onboarding packages are delivered HR Management System** - HRIS integration for automatic logging and status tracking (BambooHR, Workday, ADP) DocuSign/HelloSign** - E-signature integration for digital form completion and signature collection Benefits Administration** - Connect to benefits platforms for enrollment link generation Applicant Tracking System** - Trigger workflow when candidates accept offers (Greenhouse, Lever, Jobvite) Employee Directory** - Sync employee data with directory systems (Okta, Azure AD) Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure PDF Service - Add HTML to PDF API credentials in the Convert to PDF node Setup Gmail - Connect Gmail OAuth2 credentials and update sender email address Connect Google Drive - Add Google Drive OAuth2 credentials and configure base folder path Customize Company Info - Edit validation node with your company name, address, website, and contact details Update HR Contact - Modify HR department name, email, and phone number in enrichment logic Configure Department Info - Adjust department mappings for office floors, dress codes, and parking assignments Customize Benefits - Edit benefits guide with your actual plan options, premiums, and coverage details Set IT Equipment - Modify equipment lists based on actual hardware provided to different roles Update Role Detection - Adjust role-based logic to match your job titles and equipment requirements Configure Email Template - Customize welcome email message with company-specific instructions Add Slack Webhook - Configure Slack notification URL for HR team alerts Test Complete Workflow - Submit sample employee data to verify all documents generate correctly Setup HR System Integration - Replace logging code with actual API calls to your HR platform Customization Options Additional Documents** - Add company policy handbooks, confidentiality agreements, or handbook acknowledgments Multi-Language Support** - Generate documents in multiple languages for international employees Custom Branding** - Add company logos, color schemes, and custom styling to all document templates Conditional Sections** - Show/hide document sections based on employment type, location, or department Variable Pay Structures** - Include salary information, bonus structure, or commission plans in welcome letters Onboarding Schedules** - Generate detailed first-week schedules with meetings, training, and orientation sessions Team Introductions** - Include team member photos, bios, and contact information in welcome packages Location-Specific Content** - Different documents for headquarters vs remote vs international employees Probationary Period Info** - Add probation terms, review schedules, and performance expectations Company Culture Content** - Include mission, values, culture guide, and employee testimonials Video Embeddings** - Add QR codes or links to welcome videos from CEO or department heads Interactive Checklists** - Generate pre-boarding checklists with tasks to complete before start date Equipment Order Forms** - Include forms for employees to select laptop preferences or accessories Background Check Status** - Conditional content based on background check completion Referral Program Info** - Include employee referral program details and bonus structure Expected Results 95% time savings** - Reduce document preparation from 3-4 hours to 3 minutes per employee 100% consistency** - Eliminate errors from manual document creation and ensure brand compliance Same-day delivery** - New hires receive complete packages within minutes of offer acceptance Zero document loss** - Systematic archival prevents missing paperwork or compliance gaps Improved new hire experience** - Professional, organized packages create positive first impression Faster time-to-productivity** - Clear instructions and preparation reduce first-day confusion Reduced HR workload** - Automation frees HR team for strategic onboarding activities Better compliance** - Consistent documentation and tracking meets regulatory requirements Scalable onboarding** - Handle 10x more new hires without additional HR staff Complete audit trail** - Timestamp and track every document generation for compliance reviews Pro Tips Test with Multiple Roles** - Verify role detection logic works correctly for all job titles in your organization Validate Email Delivery** - Ensure onboarding emails don't trigger spam filters with test sends Set Realistic Deadlines** - Give new hires adequate time to review and complete forms before start date Include Document Checklist** - Help new hires track which forms require signatures or return Provide IT Support Contact** - Make sure IT help desk info is accurate and responsive Update Benefits Annually** - Review and refresh benefits content during open enrollment periods Personalize Welcome Messages** - Include hiring manager or team-specific welcome notes when possible Archive Systematically** - Maintain consistent folder structure for easy retrieval and compliance audits Track Form Completion** - Follow up with new hires who haven't returned required documents Gather Feedback** - Survey new hires about onboarding package clarity and usefulness Keep Templates Current** - Regularly review and update document templates with latest policies Add Video Walkthroughs** - Link to video tours of office, parking, and first-day procedures Include FAQ Document** - Answer common new hire questions proactively in package Customize for Remote Workers** - Create alternate documents for fully remote employees Coordinate with Managers** - Notify hiring managers when their new reports receive onboarding packages Business Impact Metrics Track these key metrics to measure workflow success: Document Generation Time** - Average minutes from trigger to package delivery (target: under 5 minutes) HR Productivity Gain** - Hours saved per month on document preparation (typical: 15-20 hours monthly) New Hire Satisfaction** - Survey rating on onboarding package quality and clarity (target: 4.5/5) Form Completion Rate** - Percentage of required forms returned by start date (target: 95%+) Documentation Errors** - Reduction in incorrect or missing information on documents (target: 100% accuracy) Time-to-Productivity** - Days until new hire reaches full productivity (expect 20-30% faster) Compliance Adherence** - Percentage of complete onboarding files meeting regulatory standards (target: 100%) Package Delivery Speed** - Hours between offer acceptance and package receipt (target: same day) First-Day Preparedness** - Percentage of new hires arriving with completed forms (target: 90%+) HR Scalability** - Number of new hires HR can onboard simultaneously without quality loss Template Compatibility Compatible with n8n version 1.0 and above Works with n8n Cloud and Self-Hosted instances Requires HTML to PDF API service subscription No coding required for basic setup Fully customizable document templates and content Supports unlimited employees and departments Integrates with major HRIS platforms via API Handles all employment types and role variations Scalable to process multiple onboarding packages simultaneously Ready to transform your employee onboarding process? Import this template and start generating professional, role-specific onboarding packages that delight new hires, ensure compliance, and free your HR team to focus on creating exceptional employee experiences instead of shuffling paperwork!

This workflow is built for digital marketers, sales professionals, influencer agencies, and entrepreneurs who want to automate Instagram lead generation. If you’re tired of manually searching for profiles, copying email addresses, and updating spreadsheets, this automation will save you hours every week. It turns your process into a smart system that finds, extracts, and stores leads while you focus on growing your business. How it works / What it does This n8n automation completely transforms how you collect Instagram leads using AI and API integrations. Here’s a simple breakdown of how it works: Set your targeting parameters using the Edit Fields node. You can specify your platform (Instagram), field of interest such as “beauty & hair,” and target country like “USA.” Generate intelligent search queries with an AI Agent powered by GPT-4o-mini. It automatically creates optimized Google search queries to find relevant Instagram profiles in your chosen niche and location. Extract results from Google using Apify’s Google Search Scraper, which collects hundreds of Instagram profile URLs that match your search criteria. Fetch detailed Instagram profile data using Apify’s Instagram Scraper. This includes usernames, follower counts, and profile bios where contact information usually appears. Use AI to extract emails from the profile biographies with the Information Extractor node powered by GPT-3.5-turbo. It identifies emails even when they are hidden or creatively formatted. Store verified leads in a PostgreSQL database. The workflow automatically adds new leads or updates existing ones with fields like username, follower count, email, and niche. Once everything is set up, the system runs on autopilot and keeps building your database of quality leads around the clock. How to set up Follow these steps to get your Instagram Lead Generation Machine running: Import the JSON file into your n8n instance. Add your API credentials: Apify token for the Google and Instagram scrapers OpenAI API key for the AI-powered nodes PostgreSQL credentials for storing leads Open the Edit Fields node and set your platform, field of interest, and target country. Run the workflow manually using the Manual Trigger node to test it. Once confirmed, replace the manual trigger with a schedule or webhook to run it automatically. Check your PostgreSQL database to ensure the leads are being saved correctly. Requirements Before running the workflow, make sure you have the following: An n8n account or instance (self-hosted or n8n Cloud) An Apify account for accessing the Google and Instagram scrapers OpenAI API access for generating smart search queries and extracting emails A PostgreSQL database to store your leads Basic understanding of how n8n workflows and nodes operate How to customize the workflow This workflow is flexible and can be customized to fit your business goals. Here’s how you can tailor it: Change your niche or location by updating the Edit Fields node. You can switch from “beauty influencers in the USA” to “fitness coaches in Canada” in seconds. Add more data fields to collect additional information such as engagement rates, bio keywords, or profile categories. Just modify the PostgreSQL node and database schema. Connect to your CRM or email system to automatically send introduction emails or add new leads to your marketing pipeline. Use different triggers such as a scheduled cron trigger for daily runs or a webhook trigger to start the workflow through an API call. Filter higher-quality leads by adding logic to capture only profiles with a minimum number of followers or verified emails.

This n8n workflow demonstrate how to configure AI Agent for financial research purposes especially for IDX data through Sectors App API. use cases: research stock market in Indonesia. analyze the performance of companies belonging to certain subsectors or company comparing financial metrics between BBCA and BBRI providing technical analysis for certain ticker stock movement and many more all from conversational agent UI chat. Main components Input-n8nChatNative**: handling and process input from native n8n chat ui Input-TelegramBot**: handling and process input from Telegram Bot Input-WebUI(Webhook)**: handling and process input from hosted Web UI through webhook Main Agent**: processing raw user queries and delegate task to specialized agent if needed. Spec Agent - Sectors App**: make request to Sectors App API to get real time financial data listed in IDX from available endpoint Spec Agent - Web Search**: make web search from Google Grounding (Gemini API) and Tavily Search. Vector Document Processing**: process document upload from user into embedding and vector store. How it works user queries may received from multiple platform (we use three here: Telegram, hosted Web UI, and native n8n chat UI) if user also uploading document, it will process the document and store it in vector store the request send to the Main Agent to process the queries the Main Agent decide the task to delegate to Specialized Agent if nedded. the result then sent back to user based on the platform How to use You need this API: Gemini API: get it free from https://aistudio.google.com/ Tavily API: get it free from https://www.tavily.com/ Sectors App API: get it from https://sectors.app/api/ you can optionally change the model or adding fallback model to handle token request, cause it may use quite many tokens.

AI-Powered Website Chatbot with Google Drive Knowledge Base Overview This workflow combines website chatbot intelligence with automated document ingestion and vectorization — enabling live Q&A from both chat input and processed Google Drive files. It uses Mistral AI for OCR + embeddings, and Qdrant for vector search. Chatbot Flow Trigger:** When chat message received or webhook based upon deployed chatbot Model:** OpenAI gpt-4.1-mini Memory:** Simple Memory (Buffer Window) Vector Search Tool:** Qdrant Vector Store Embeddings:** Mistral Cloud Agent:** website chat agent Responds based on chatdbtai Supabase content Enforces brand tone and informative documents. Integratration with both: Embedded chat UI Webhook Document → Knowledge Base Pipeline Triggered manually to keep vector store up-to-date. Steps Google Drive (brand folder) → Fetch files from folder Website kb (ID: 1o3DK9Ceka5Lqb8irvFSfEeB8SVGG_OL7) Loop Over Items → For each file: Set metadata Download file Upload to Mistral for OCR Get Signed URL Run OCR extraction (mistral-ocr-latest) If OCR success → Pass to chunking pipeline Else → skip and continue Chunking Logic (Code node) Splits document into 1,000-character JSON chunks Adds metadata (source, char positions, file ID) Default Data Loader + Text Splitter → Prepares chunks for embedding Embeddings (Mistral Cloud) → Generates embeddings for text chunks Qdrant Vector Store (Insert mode) → Saves embeddings into docragtestkb collection Wait → Optional delay between batches Integrations Used | Service | Purpose | Credential | |----------|----------|------------| | Google Drive | File source | Google Drive account 6 rn dbt | | Mistral Cloud | OCR + embeddings | Mistral Cloud account 2 dbt rn | | Qdrant | Vector storage | QdrantApi account | | OpenAI | Chat model | OpenAi account 8 dbt digi | Agent System Prompt Summary > “You are the official AI assistant for this website. Use chatdbtai only as your knowledge source. Respond conversationally, list offerings clearly, link blogs, and say ‘I couldn’t find that on this site’ if no match.” Key Features ✅ Automated OCR + chunking → vectorization ✅ Persistent memory for chat sessions ✅ Multi-channel (Webhook + Embedded Chat) ✅ Fully brand-guided, structured responses ✅ Live data retrieval from Qdrant vector store Summary > A unified workflow that turns brand files + web content into a knowledge base that powers a intelligent chatbot — capable of responding to visitors in real time, powered by Mistral, OpenAI, and Qdrant. Need Help or More Workflows? Want to customize this workflow for your business or integrate it with your existing tools? Our team at Digital Biz Tech can tailor it precisely to your use case from automation logic to AI-powered enhancements. 💡 We can help you set it up for free — from connecting credentials to deploying it live. Contact: shilpa.raju@digitalbiz.tech Website: https://www.digitalbiz.tech LinkedIn: https://www.linkedin.com/company/digital-biz-tech/ You can also DM us on LinkedIn for any help.

This template introduces a revolutionary approach to automated web research. Instead of a rigid workflow that can only find one type of information, this system uses a "thinker" and "doer" AI architecture. It dynamically interprets your plain-English research request, designs a custom spreadsheet (CSV) with the perfect columns for your goal, and then deploys a web-scraping AI to fill it out. It's like having an expert research assistant who not only finds the data you need but also builds the perfect container for it on the fly. Whether you're looking for sales leads, competitor data, or market trends, this workflow adapts to your request and delivers a perfectly structured, ready-to-use dataset every time. Who is this for? Sales & marketing teams:** Generate targeted lead lists, compile competitor analysis, or gather market intelligence with a simple text prompt. Researchers & analysts:** Quickly gather and structure data from the web for any topic without needing to write custom scrapers. Entrepreneurs & business owners:** Perform rapid market research to validate ideas, find suppliers, or identify opportunities. Anyone who needs structured data:** Transform unstructured, natural language requests into clean, organized spreadsheets. What problem does this solve? Eliminates rigid, single-purpose workflows:** This workflow isn't hardcoded to find just one thing. It dynamically adapts its entire research plan and data structure based on your request. Automates the entire research process:** It handles everything from understanding the goal and planning the research to executing the web search and structuring the final data. Bridges the gap between questions and data:** It translates your high-level goal (e.g., "I need sales leads") into a concrete, structured spreadsheet with all the necessary columns (Company Name, Website, Key Contacts, etc.). Optimizes for cost and efficiency:* It intelligently uses a combination of deep-dive and standard web searches from *Linkup.so** to gather high-quality initial results and then enrich them cost-effectively. How it works (The "Thinker & Doer" Method) The process is cleverly split into two main phases: The "Thinker" (AI Planner): You submit a research request via the built-in form (e.g., "Find 50 US-based fashion companies for a sales outreach campaign"). The first AI node acts as the "thinker." It analyzes your request and determines the optimal structure for your final spreadsheet. It dynamically generates a plan, which includes a discoveryQuery to find the initial list, an enrichmentQuery to get details for each item, and the JSON schemas that define the exact columns for your CSV. The "Doer" (AI Researcher): The rest of the workflow is the "doer," which executes the plan. Discovery: It uses a powerful "deep search" with Linkup.so to execute the discoveryQuery and find the initial list of items (e.g., the 50 fashion companies). Enrichment: It then loops through each item in the list. For each one, it performs a fast and cost-effective "standard search" with Linkup to execute the enrichmentQuery, filling in all the detailed columns defined by the "thinker." Final Output: The workflow consolidates all the enriched data and converts it into a final CSV file, ready for download or further processing. Setup Connect your AI provider: In the OpenAI Chat Model node, add your AI provider's credentials. Connect your Linkup account: In the two Linkup (HTTP Request) nodes, add your Linkup API key (free account at linkup.so). We recommend creating a "Generic Credential" of type "Bearer Token" for this. Linkup offers €5 of free credits monthly, which is enough for 1k standard searches or 100 deep queries. Activate the workflow: Toggle the workflow to "Active." You can now use the form to submit your first research request! Taking it further Add a custom dashboard:** Replace the form trigger and final CSV output with a more polished user experience. For example, build a simple web app where users can submit requests and download their completed research files. Make it company-aware:** Modify the "thinker" AI's prompt to include context about your company. This will allow it to generate research plans that are automatically tailored to finding leads or data relevant to your specific products and services. Add an AI summary layer:** After the CSV is generated, add a final AI node to read the entire file and produce a high-level summary, such as "Here are the top 5 leads to contact first and why," turning the raw data into an instant, actionable report.

Automatically fetches daily sales, shifts, and receipts from Loyverse. Calculates gross profit, net operating profit, other key metrics, saves them to a Google Sheet and sends out a daily report via email. Who’s it for This template is for any business owner, manager, or analyst using Loyverse POS who needs more advanced financial reporting. If you're a restaurant, bar, or retail owner who wants to automatically track daily net profit, compare sales to historical averages, and build a custom financial dashboard in Google Sheets, this workflow is for you. How it works / What it does This workflow runs automatically on a daily schedule. It fetches all sales data and receipts from your Loyverse account for the previous business day, defined by your custom shift times (even past midnight). A powerful Code node then processes all the data to calculate the metrics that Loyverse either doesn't provide at all, or only spreads out across several separate reports instead of in one consolidated place. Already set up are metrics like... -Total Revenue, Gross Profit, and Net Operating Profit Cash handling differences (over/under) Average spend per receipt (ATV) 30-day rolling Net Operating Profit (NOP) Performance vs. your historical weekday average Finally, it appends the single, calculated row of daily metrics to a Google Sheet and sends an easily customizable summary report to your email. How to set up This workflow includes detailed Sticky Notes to guide you through the setup process. Because every business has a unique POS configuration (different POS devices, categories, and payment types), you'll need to set up a few things manually before executing the workflow. I've tried to make this as easy as possible to follow, and the entire setup should only take about 15 minutes. Preparations & Credential setup Subscribe to "Integrations" Add-on in Loyverse ($9 / month) to gain API access. Create an Access token in Loyverse Create Credentials: In your n8n instance, create credentials for Loyverse (use "Generic" > "Bearer Auth"), Google Sheets (OAuth2), and your Email (SMTP or other). Make a copy of a prep-configured Google Spreadsheet (Link in the second sticky note inside the workflow). Fill MASTER CONFIG: Open the MASTER CONFIG node. Follow the comments inside to add your Google Sheet ID, Sheet Names, business hours, timezone, and Loyverse IDs (for POS devices, payment types, and categories). Configure Google Sheet Nodes Configure Read Historical Data: Open this node. Follow the instructions in the nearby Sticky Note to paste the expressions for your Document ID and Sheet Name. Configure Save Product List: Open this node. Paste in the expressions for Document ID and Sheet Name. The column mapper will load; map your sheet columns (e.g., item_name) to the data on the left (e.g., {{ $json.item_name }}). Configure Save Latest Sales Data: Open this node. Paste in the expressions for Document ID and Sheet Name. Save and run the workflow. After that, the column mapper will load. This is the most important step: map your sheet's column names (e.g., "Total Revenue") to the calculated metrics from the Calculate All Metrics node (e.g., {{ $json.totalGrossRevenue }}). Activate the workflow. 🫡 Requirements Loyverse Integrations Subscription Loyverse Access Token Credentials for Loyverse (Bearer Auth) Credentials for Google Sheets (OAuth2) Credentials for Email/SMTP sender How to customize the workflow This template is designed to be highly flexible. Central Configuration: Almost all customization (POS devices, categories, payment types, sheet names) is done in the MASTER CONFIG node. You don't need to dig through other nodes. Add/Remove Metrics: The Calculate All Metrics node has additional metrics already set up, just add the relevant collumns to the SalesData sheet or even add your own calculations to the node. Any new metric you add (e.g., metrics.myNewMetric = 123) will be available to map in the Save Latest Sales Data node. Email Body: You can easily edit the Send email node to change the text or add new metrics from the Calculate All Metrics node.

This n8n template turns chat questions into structured financial reports using Gemini and posts them to a Discord channel via webhook. Ask about tickers, sectors, or theses (e.g., “NVDA long‑term outlook?” or “Gold ETF short‑term drivers?”) and receive a concise, shareable report. Good to know Not financial advice: Use for insights only; verify independently. Model availability can vary by region. If you see “model not found,” it may be geo‑restricted. Costs depend on model and tokens. Check current Gemini pricing for updates. Discord messages are limited to ~2000 characters per post; long reports may need splitting. Rate limits: Discord webhooks are rate‑limited; add short waits for bursts. How it works Chat Trigger collects the user’s question (public chat supported when the workflow is activated). Conversation Memory keeps a short window of recent messages to maintain context. Connect Gemini provides the LLM (e.g., gemini‑2.5‑flash‑lite) and parameters (temperature, tokens). Agent (agent1) applies a financial analysis System Message to produce structured insights. Structured Output Parser enforces a simple JSON schema: idea (one‑line thesis) + analysis (Markdown sections). Code formats a Discord‑ready Markdown report (title, question, executive summary, sections, disclaimer). Edit Fields maps the formatted report to a clean content field. Discord Webhook posts the final report to your channel. How to use Start with the built‑in Chat Trigger: click Open chat, ask a question, and verify the Discord post. Replace or augment with a Cron or Webhook trigger for scheduled or programmatic runs. For richer context, add HTTP Request nodes (prices, news, filings) and pass summaries to the agent. Requirements n8n instance with internet access Google AI (Gemini) API key Discord server with a webhook URL Customising this workflow System Message: Adjust tone, depth, risk profile, and required sections (Summary, Drivers, Risks, Metrics, Next Steps, Takeaway). Model settings: Switch models or tune temperature/tokens in Connect Gemini. Schema: Extend the parser and formatter with fields like drivers[], risks[], or metrics{}. Formatting: Edit the Code node to change headings, emojis, disclaimers, or add timestamps. Operations: Add retries, message splitting for long outputs, and rate‑limit handling for Discord.

📊 Description Ensure your GitHub repositories stay configuration-accurate and documentation-compliant with this intelligent AI-powered validation workflow. 🤖 This automation monitors repository updates, compares configuration files against documentation references, detects inconsistencies, and alerts your team instantly—streamlining DevOps and compliance reviews. ⚡ What This Template Does Step 1: Triggers automatically on GitHub push or pull_request events. 🔄 Step 2: Fetches both configuration files (config/app-config.json and faq-config.json) from the repository. 📂 Step 3: Uses GPT-4o-mini to compare configurations and detect mismatches, missing keys, or deprecated fields. 🧠 Step 4: Categorizes issues by severity—critical, high, medium, or low—and generates actionable recommendations. 🚨 Step 5: Logs all discrepancies to Google Sheets for tracking and audit purposes. 📑 Step 6: Sends Slack alerts summarizing key issues and linking to the full report. 💬 Key Benefits ✅ Prevents production incidents due to config drift ✅ Ensures documentation stays in sync with code changes ✅ Reduces manual review effort with AI-driven validation ✅ Improves team response with Slack-based alerts ✅ Maintains audit logs for compliance and traceability Features Real-time GitHub webhook integration AI-powered config comparison using GPT-4o-mini Severity-based issue classification Automated Google Sheets logging Slack alerts with detailed issue context Error handling for malformed JSON or parsing issues Requirements GitHub OAuth2 credentials with repo and webhook permissions OpenAI API key (GPT-4o-mini or compatible model) Google Sheets OAuth2 credentials Slack API token with chat:write permissions Target Audience DevOps teams ensuring consistent configuration across environments Engineering leads maintaining documentation accuracy QA and Compliance teams tracking configuration changes and risks Setup Instructions Create GitHub OAuth2 credentials and enable webhook access. Connect your OpenAI API key under credentials. Add your Google Sheets and Slack integrations. Update file paths (config/app-config.json and faq-config.json) if your repo uses different names. Activate the workflow — it will start validating on every push or PR. 🚀

📊 Description Automate your client proposal creation with this intelligent workflow that transforms Google Sheets entries into professional Google Docs proposals using OpenAI GPT-4o. Designed for agencies and sales teams, it delivers personalized, branded, and structured proposals in minutes — no manual editing required. 🚀📄🤖 What This Template Does Triggers when a new row is added in a connected Google Sheet. 📋 Filters only the latest row to ensure one proposal per new entry. 🔍 Uses GPT-4o to generate structured proposal content (Executive Summary, Scope, Costing, Timeline, Conclusion). 💡 Parses output into validated JSON format for accurate field mapping. ⚙️ Populates a Google Docs template with AI-generated content using placeholders. 📝 Downloads the completed proposal as a PDF file. 💾 Archives the finalized document into a designated Google Drive folder. 📂 Resets the template for the next proposal cycle automatically. 🔄 Key Benefits ✅ Eliminates repetitive manual proposal writing. ✅ Ensures brand consistency with structured templates. ✅ Generates high-quality proposals using AI in real time. ✅ Automates document formatting, saving hours per client. ✅ Scales easily for agencies handling multiple clients daily. Features Google Sheets trigger for new entries. GPT-4o-based content generation with customizable prompts. JSON output validation and structured parsing. Google Docs population using placeholder replacement. Drive storage automation for version tracking. End-to-end automation from data to proposal delivery. Requirements Google Sheets document with columns: clientName, jobDescription. Google Docs template with placeholders (e.g., {{executive_summary}}, {{scope_of_work}}). OpenAI API key (GPT-4o). Google Drive credentials for output management. Target Audience Marketing and web agencies automating client proposal generation. Sales teams preparing project estimates and deliverables. Freelancers and consultants managing multiple client requests. Businesses streamlining documentation workflows. Step-by-Step Setup Instructions Connect Google Sheets and replace the Sheet ID placeholder. Set up your Google Docs proposal template and replace the Document ID. Add your OpenAI API key for GPT-4o content generation. Specify your Google Drive folder for saving proposals. Test the workflow with a sample entry to confirm formatting. Activate the workflow for continuous proposal generation. ✅

How it Works This workflow transforms natural language queries into research reports through a five-stage AI pipeline. When triggered via webhook (typically from Google Sheets using the companion google-apps-script.js (GitHub gist), it first checks Redis cache for instant results. For new queries, GPT-4o breaks complex questions into focused sub-queries, optimizes them for search, then uses Bright Data's MCP Tool to find the top 5 credible sources (official sites, news, financial reports). URLs are scraped in parallel, bypassing bot detection. GPT-4o extracts structured data from each source: answers, facts, entities, sentiment, quotes, and dates. GPT-4o-mini validates source credibility and filters unreliable content. Valid results aggregate into a final summary with confidence scores, key insights, and extended analysis. Results cache for 1 hour and output via webhook, Slack, email, and DataTable—all in 30-90 seconds with 60 requests/minute rate limiting. Who is this for? Research teams needing automated multi-source intelligence Content creators and journalists requiring fact-checked information Due diligence professionals conducting competitive intelligence Google Sheets power users wanting AI research in spreadsheets Teams managing large research volumes needing caching and rate limiting Setup Steps Setup time: 30-45 minutes Requirements: Bright Data account (Web Scraping API + MCP token) OpenAI API key (GPT-4o and GPT-4o-mini access) Redis instance Slack workspace (optional) SMTP email provider (optional) Google account (optional for Sheets integration) Core Setup: Get Bright Data Web Scraping API token and MCP token Get OpenAI API key Set up Redis instance Configure critical nodes: Webhook Entry: Add Header Auth token Bright Data MCP Tool: Add MCP endpoint with token Parallel Web Scraping: Add Bright Data API credentials Redis Nodes: Add connection credentials All GPT Nodes: Add OpenAI API key (5 nodes) Slack/Email: Add credentials if using Google Sheets Integration: Create Google Sheet Open Extensions → Apps Script Paste the companion google-apps-script.js code Update webhook URL and auth token Save and authorize Test: {"prompt": "What is the population of Tokyo?", "source": "Test", "language": "English"} Customization Guidance Source Count:** Change from 5 to 3-10 URLs per query Cache Duration:** Adjust from 1 hour to 24 hours for stable info Rate Limits:** Modify 60/minute based on usage needs Character Limits:** Adjust 400-char main answer to 200-1000 AI Models:** Swap GPT-4o for Claude or use GPT-4o-mini for all stages Geographic Targeting:** Add more regions beyond us/il Output Channels:** Add Notion, Airtable, Discord, Teams Temperature:** Lower (0.1-0.2) for facts, higher (0.4-0.6) for analysis Once configured, this workflow handles all web research, from fact-checking to complex analysis—delivering validated intelligence in seconds with automatic caching. Built by Daniel Shashko Connect on LinkedIn