Workflow Templates

AI-Powered Proposal Generator - Sales Automation Workflow Overview This n8n workflow automates the entire proposal generation process using AI, transforming client requirements into professional, customized proposals delivered via email in seconds. Use Case Perfect for agencies, consultants, and sales teams who need to generate high-quality proposals quickly. Instead of spending hours writing proposals manually, this workflow captures client information through a web form and uses GPT-4 to generate contextually relevant, professional proposals. How It Works Form Trigger - Captures client information through a customizable web form OpenAI Integration - Processes form data and generates structured proposal content Google Drive - Creates a copy of your proposal template Google Slides - Populates the template with AI-generated content Gmail - Automatically sends the completed proposal to the client Key Features AI Content Generation**: Uses GPT-4 to create personalized proposal content Professional Templates**: Integrates with Google Slides for polished presentations Automated Delivery**: Sends proposals directly to clients via email Form Integration**: Captures all necessary client data through web forms Customizable Output**: Generates structured proposals with multiple sections Template Sections Generated Proposal title and description Problem summary analysis Three-part solution breakdown Project scope details Milestone timeline with dates Cost integration Requirements n8n instance** (cloud or self-hosted) OpenAI API key** for content generation Google Workspace account** for Slides and Gmail Basic n8n knowledge** for setup and customization Setup Complexity Intermediate - Requires API credentials setup and basic workflow customization Benefits Time Savings**: Reduces proposal creation from hours to minutes Consistency**: Ensures all proposals follow the same professional structure Personalization**: AI analyzes client needs for relevant content Automation**: Eliminates manual copy-paste and formatting work Scalability**: Handle multiple proposal requests simultaneously Customization Options Modify AI prompts for different industries or services Customize Google Slides template design Adjust form fields for specific information needs Personalize email templates and signatures Configure milestone templates for different project types Error Handling Includes basic error handling for API failures and form validation to ensure reliable operation. Security Notes All credentials have been removed from this template. Users must configure their own: OpenAI API credentials Google OAuth2 connections for Slides, Drive, and Gmail Form webhook configuration This workflow demonstrates practical AI integration in business processes and showcases n8n's capabilities for complex automation scenarios.

This N8N workflow automates the process of sharing files from Google Drive. It includes OAuth2 authentication, batch processing, public link generation, and access status modification for efficient file handling. Suitable for users seeking to streamline their Google Drive file sharing process. sutiable for bulk actions, tested on 4.2K files folder working like charm. How It Works Initialize Workflow: The process begins with a Manual Trigger, allowing the user to start the workflow at their convenience. Folder ID Specification: A 'Set Folder ID' node where the user can enter the desired Google Drive Folder ID. List Files from Google Drive: The 'Google Drive' node lists all files within the specified folder using OAuth2 authentication. Batch Processing: The 'Loop Over Items' node processes the files in batches for efficiency. Generate Public Links: The 'Generate Download Links' node creates downloadable links for each file. Change File Access: The 'Change Status' node alters the file status to make them publicly accessible. Merge and Output: A 'Merge' node consolidates the data, preparing it for further actions or output. Set Up Steps Estimated Time**: The setup should take approximately 10-15 minutes. Initial Setup**: You'll need to provide OAuth2 credentials for Google Drive and specify a folder ID. Customization**: Adjust the batch size and file access permissions according to your needs. Detailed Descriptions**: For specific configuration details, refer to the sticky notes within the workflow. Example Item output { "link": "https://drive.google.com/u/3/uc?id=1hojqPfXchNTY8YRTNkxSo-8txK9re-V4&export=download&confirm=t&authuser=0", "name": "firefox_rNjA0ybKu7.png", "kind": "drive#permission", "id": "anyoneWithLink", "type": "anyone", "role": "reader", "allowFileDiscovery": false } You can store the output data with any data store node you want, for example save them into Excel Sheet or Airtable etc... Keywords: n8n workflow, Google Drive integration, file sharing automation, batch file processing, public link generation, OAuth2 authentication, workflow automation

Daily YouTrack In-Progress Tasks Summary to Discord by Assignee Keep your team in sync with a daily summary of tasks currently In Progress in YouTrack — automatically posted to your Discord channel. This workflow queries issues, filters them by status, groups them by assignee and priority, and sends a formatted message to Discord. It's perfect for teams that need a lightweight, automated stand-up report. > 📝 This workflow uses Discord as an example. You can easily replace the messaging integration with Slack, Mattermost, MS Teams, or any other platform that supports incoming webhooks. Use Case Remote development teams using YouTrack + Discord Replacing daily stand-up meetings with async updates Project managers needing quick visibility into active tasks Features Scheduled** daily execution (default: weekdays at 09:00) Status filter**: only issues marked as In Progress Grouping** by assignee and priority Custom mapping** for user mentions (YouTrack → Discord) Clean Markdown output** for Discord, with direct task links Setup Instructions YouTrack Configuration Get a permanent token: Go to your YouTrack profile → Account Security → Authentication Create a new permanent token with "Read Issue" permissions Copy the token value Set the base API URL: Format: https://yourdomain.youtrack.cloud/api/issues Replace yourdomain with your actual YouTrack instance Identify custom field IDs: Method 1: Go to YouTrack → Administration → Custom Fields → find your "Status" field and note its ID Method 2: Use API call GET /api/admin/customFieldSettings/customFields to list all field IDs Method 3: Inspect a task's API response and look for field IDs in the customFields array Example Status field ID: 105-0 or 142-1 Discord Configuration Create a webhook URL in your Discord server: Server Settings → Integrations → Webhooks → New Webhook Choose target channel and copy the webhook URL Extract webhook ID from URL (numbers after /webhooks/) Environment Variables & Placeholders | Placeholder | Description | |-------------|-------------| | {{API_URL}} | Your YouTrack API base URL | | {{TOKEN}} | YouTrack permanent token | | {{FIELD_ID}} | ID of the "Status" custom field | | {{QUERY_FIELDS}} | Fields to fetch (e.g., summary, id) | | {{PROJECT_LINK}} | Link to your YouTrack project | | {{USER_X}} | YouTrack usernames | | {{DISCORD_ID_X}} | Discord mentions or usernames | | {{NAME_X}} | Display names | | {{WEBHOOK_ID}} | Discord webhook ID | | {{DISCORD_CHANNEL}} | Discord channel name | | {{CREDENTIAL_ID}} | Your credential ID in n8n | Testing the Workflow Test YouTrack connection: Execute the "HTTP Request YT" node individually Verify that issues are returned from your YouTrack instance Check if the Status field ID is correctly filtering tasks Verify filtering: Run the "Filter fields" node Confirm only "In Progress" tasks pass through Check message formatting: Execute the "Discord message" node Review the generated message content and formatting Test Discord delivery: Run the complete workflow manually Verify the message appears in your Discord channel Schedule verification: Enable the workflow Test weekend skip functionality by temporarily changing dates Customization Tips Language**: All labels/messages are in English — customize if needed User mapping**: Adjust assignee → Discord mention logic in the message builder Priorities**: Update the priorityMap to reflect your own naming structure Schedule**: Modify the trigger time in the Schedule Trigger node Alternative platforms**: Swap out the Discord webhook for another messaging service if preferred

Supercharge Your Security Operations for Free Stop wasting time manually investigating suspicious IP addresses. This workflow template is your launchpad to automating real-time IP cybersecurity analysis using the NixGuard platform, which you can use for free. This is the first of a two-part system designed to integrate seamlessly into your existing security stack, especially with Wazuh. It calls our main workflow, Automate IP Reputation Checks and Get AI Risk Summaries from NixGuard, to do the heavy lifting. What This Workflow Unlocks for You Free AI-Powered Risk Summaries:** Don't just get data; get answers. NixGuard provides a clear, human-readable summary of why an IP is considered risky. Automated IP Reputation Checks:** Programmatically check any IP against a vast array of threat intelligence sources. A Foundation for Your SOC Automation:** Use the results to trigger your incident response process. The template includes a pre-built example of how to send a detailed alert to Slack, which you can easily adapt for Jira, TheHive, or any other tool. How the Two-Workflow System Works This "Dispatcher" workflow is designed for flexibility. It holds your API key and input, then calls the main analysis workflow. This allows you to easily create multiple triggers (e.g., one for Slack bots, one for webhooks) without duplicating the core logic. Critical Setup Instructions Get the Main Workflow: First, add the main analysis engine to your n8n instance from the community page: NixGuard Analysis Workflow. Add Your Free API Key: In this workflow, click the blue Set API Key & Initial Prompt node. Paste your free NixGuard API key into the apiKey value field. Connect The Workflows: Click the purple Execute NixGuard & Wazuh Workflow node. In the parameters, use the dropdown to select the main analysis workflow you added in Step 1. Ready to automate your threat intelligence? Get your free API key and learn more at; 🔗 Learn more about NixGuard: [thenex.world](thenex.world )🔗 Get started with a free security subscription: thenex.world/security/subscribe Tags: Free, IP Analysis, NixGuard, Wazuh, Security, Automation, AI, Cybersecurity, Threat Intelligence, SOC, Incident Response, IP Reputation, DevSecOps, API

Who is this for? Professionals and individuals who receive high volumes of emails, those who want to automatically organize their Gmail inbox using AI classification. What problem is this workflow solving? Manual email sorting is time-consuming and inconsistent. This workflow automatically categorizes incoming emails into 8 predefined labels (To respond, FYI, Comment, Notification, Meeting update, Awaiting reply, Actioned, Marketing) to help maintain inbox zero and prioritize responses. What this workflow does Monitors Gmail for new incoming emails Uses AI to analyze email content and classify into appropriate categories Automatically applies the corresponding Gmail label Runs on a schedule to process emails consistently Setup Prerequisites n8n instance (cloud or self-hosted) Gmail account with API access enabled Access to an LLM provider (OpenAI, Anthropic Claude, or similar) Step-by-Step Configure Gmail Credentials Create Gmail Labels Configure LLM Chain Set Email Polling Schedule Test the Workflow Create Gmail Labels Before running the workflow, create these 8 labels in your Gmail account: To respond FYI Comment Notification Meeting update Awaiting reply Actioned Marketing How to customize this workflow to your needs Modify Classification Categories To change the email categories, update two places: In the AI prompt (Basic LLM Chain node): Your new category - Description of what emails fit here Another category - Description [... continue with your categories] In Gmail labels: Create corresponding labels in your Gmail account with the exact same names and numbering. Adjust Classification Rules The AI prompt contains specific rules for each category. To modify: Edit the "Key classification rules" section in the LLM prompt Add examples of emails that should go into each category Specify edge cases and how they should be handled Change Email Sources Currently monitors all incoming emails. To filter specific emails: In the Gmail Trigger node, add filters such as: from:specific-sender@domain.com subject:contains-keyword -label:already-processed You can also change this use Outlook Modify Polling Frequency More frequent**: Add multiple poll times (e.g., 9 AM, 12 PM, 6 PM) Less frequent**: Change to once daily or weekly Real-time**: Switch to webhook-based triggering (requires Gmail API setup) I choose daily for cost.

Intro This template is for project managers, team leads, or anyone who wants to automatically remind teammates of tasks due today—no manual copy‑and‑paste required. How it works Schedule Trigger runs every morning at 8 AM. Google Sheets node reads your “Tasks” sheet. If node filters rows where Due Date = today. Summarize (ChatGPT HTTP Request) generates a friendly reminder per person. Message a model sends the prompt to your ChatGPT Assistant and returns the AI response. Send a message (Gmail) emails each assignee their personalized reminder. Required Google Sheet Structure | Column Name | Type | Example | Notes | |-------------|--------|---------------------------|-------------------------| | Name | string | Alice Johnson | Person to remind | | Email | string | user@example.com | Recipient email address | | Task | string | Submit quarterly report | Task description | | Due Date | date | 2025‑07‑29 | Format: YYYY‑MM‑DD | Detailed Setup Steps Google Sheets Create your sheet with the columns above. In n8n → Credentials, add Google Sheets API (do not include real sheet IDs in the name). ChatGPT Assistant In the OpenAI Dashboard → Assistants, click Create Assistant. Choose a model (e.g., gpt-4), copy the Assistant ID. In n8n → Credentials → OpenAI, add your API Key and Assistant ID. Gmail In n8n → Credentials → Gmail (OAuth2 or SMTP), connect your account without embedding your real address in the credential name. Import & Configure Export this workflow’s JSON (three‑dot menu → Export). Paste it under Template Code in the Creator form. In each node, select your Google Sheets, OpenAI, and Gmail credentials. Sticky Notes A note on the Schedule node: “Set your desired run time.” A note on the ChatGPT node: “Customizes reminder text.” A note on the Gmail node: “Sends reminder email.” Customization Guidance Change schedule: edit the Cron expression in **Schedule Trigger. Adjust tone**: modify the system prompt in your ChatGPT Assistant. Email format: update **Subject and Body in the Gmail node. Batch processing: insert a **SplitInBatches node before Summarize for large sheets. Troubleshooting Ensure your Google Sheet is shared with the connected service account. Verify Due Date format (YYYY‑MM‑DD). If ChatGPT fails, check your API key and quota. Security & Best Practices Do not** hard‑code API keys, sheet IDs, or real emails. Use n8n Credentials or environment variables only. Remove any private information before submitting.

This n8n template demonstrates how to create a comprehensive voice-powered restaurant assistant that handles table reservations, food orders, and restaurant information requests through natural language processing. The system uses VAPI for voice interaction and PostgreSQL for data management, making it perfect for restaurants looking to automate customer service with voice AI technology. Good to know Voice processing requires active VAPI subscription with per-minute billing Database operations are handled in real-time with immediate confirmations The system can handle multiple simultaneous voice requests All customer data is stored securely in PostgreSQL with proper indexing How it works Table Booking & Order Handling Workflow Voice requests are captured through VAPI triggers when customers make booking or ordering requests The system processes natural language commands and extracts relevant details (party size, time, food items) Customer data is immediately saved to the bookings and orders tables in PostgreSQL Voice confirmations are sent back through VAPI with booking details and estimated wait times All transactions are logged with timestamps for restaurant management tracking Restaurant Info Provider Workflow Info requests trigger when customers ask about hours, menu, location, or services Restaurant details are retrieved from the restaurant_info table containing current information Wait nodes ensure proper data loading before voice response generation Structured restaurant information is delivered via VAPI in natural, conversational format Database Schema Bookings Table booking_id (PRIMARY KEY) - Unique identifier for each reservation customer_name - Customer's full name phone_number - Contact number for confirmation party_size - Number of guests booking_date - Requested reservation date booking_time - Requested time slot special_requests - Dietary restrictions or special occasions status - Booking status (confirmed, pending, cancelled) created_at - Timestamp of booking creation Orders Table order_id (PRIMARY KEY) - Unique order identifier customer_name - Customer's name phone_number - Contact for order updates order_items - JSON array of food items and quantities total_amount - Calculated order total order_type - Delivery, pickup, or dine-in special_instructions - Cooking preferences or allergies status - Order status (received, preparing, ready, delivered) created_at - Order timestamp Restaurant_Info Table info_id (PRIMARY KEY) - Information entry identifier category - Type of info (hours, menu, location, contact) title - Information title description - Detailed information content is_active - Whether info is currently valid updated_at - Last modification timestamp How to use The manual trigger can be replaced with webhook triggers for integration with existing restaurant systems Import the workflow into your n8n instance and configure VAPI credentials Set up PostgreSQL database with the required tables using the schema provided above Configure restaurant information in the restaurant_info table Test voice commands such as "Book a table for 4 people at 7 PM" or "What are your opening hours?" Customize voice responses in VAPI nodes to match your restaurant's tone and branding The system can handle multiple concurrent voice requests and scales with your restaurant's needs Requirements VAPI account for voice processing and natural language understanding PostgreSQL database for storing booking, order, and restaurant information n8n instance with database and VAPI integrations enabled Customising this workflow Voice AI automation can be adapted for various restaurant types - from quick service to fine dining establishments Try popular use-cases such as multi-location booking management, dietary restriction handling, or integration with existing POS systems The workflow can be extended to include payment processing, SMS notifications, and third-party delivery platform integration

Who is this tempate for? This workflow powers a simple yet effective customer and sales support chatbot for your webshop. It's perfect for solopreneurs who want to automate customer interactions without relying on expensive or complex support tools. How it works? The chatbot listens to user requests—such as checking product availability—and automatically handles the following Fetches product information from a Google Sheet Answers customer queries Places an order Updates the stock after a successful purchase Everything runs through a single Google Sheet used for both stock tracking and order management. Setup Instructions Before you begin, connect your Google Sheets credentials by following this guide: This will be used to connect all the tools to Google Sheets 👉 Setup Google sheets credentials Get Stock Open "Get Stock" tool node and select the Google sheet credentials you created. Choose the correct google sheet document and sheet name and you are done. Place order Go to your "Place Order" tool node and select the Google sheet credentials you have created. Choose the correct google sheet document and sheet name. Update Stock - Open your "Update Stock" tool node and select the Google sheet credentials you have created. Choose the correct google sheet document and sheet name. In "Mapping Column Mode" section select map each column manually. In "Column to match on" select the column with a unique identifier (e.g., Product ID) to match stock items. In values to update section, add only the column(s) that need to be updated—usually the stock count. AI Agent node Adjust the prompt according to your use case and customize what you need. Google Sheet Template Stock sheet |Case ID|Phone Model|Case Name|Case Type|Image URL|Quantity Avaialble|Initital Inventory|Sold| |-|-|-|-|-|-|-|-| |1023|Iphone 14 pro|Black Leather|Magsafe|https://example.com/url|90|100|10 Order sheet |Case ID|Phone Model|Case Name|Name|Phone Number|Address| |-|-|-|-|-|-| |1023|Black Leather |Iphone 14 pro|Fernando Torres|9998898888|Paris, France

This workflow compares two lists of objects (List A and List B) using a user-specified key (e.g. email, id, domain) and returns: Items common to both lists (based on the key) Items only in List A Items only in List B How it works: Accepts a JSON input containing: listA: the first list of items listB: the second list of items key: the field name to use for comparison Performs a field-based comparison using the specified key Returns a structured output: common: items with matching keys (only one version retained) onlyInA: items found only in List A onlyInB: items found only in List B Example Input: { "key": "email", "listA": [ { "email": "alice@example.com", "name": "Alice" }, { "email": "bob@example.com", "name": "Bob" } ], "listB": [ { "email": "bob@example.com", "name": "Bobby" }, { "email": "carol@example.com", "name": "Carol" } ] } Output: common: [ { "email": "bob@example.com", "name": "Bob" } ] onlyInA: [ { "email": "alice@example.com", "name": "Alice" } ] onlyInB: [ { "email": "carol@example.com", "name": "Carol" } ] Use Cases: Deduplicate data between two sources Find overlapping records Identify new or missing entries across systems This workflow is useful for internal data auditing, list reconciliation, transaction reconciliation, or pre-processing sync jobs.

This workflow is designed for freelancers, solopreneurs, and business owners who receive a high volume of irrelevant messages in their Gmail inbox — from cold offers to spammy promotions — and want to automatically filter and delete them using AI. Its main purpose is to scan new emails with the help of OpenAI, classify their content, and automatically delete those considered marketing (OFFER) or junk (SPAM). The result is a cleaner inbox without the need to manually sift through low-value messages. The classification logic uses a detailed system prompt with practical examples, so even complex or borderline messages are categorized accurately. Important emails — such as payment confirmations, shipping updates, or genuine business inquiries — remain untouched. This helps maintain a professional inbox with only valuable and relevant communication. The entire process runs automatically in the background and can be customized further — for example, to archive instead of delete, or log deleted emails for review. How it works When triggered (every hour), the workflow fetches new Gmail messages using the Gmail Trigger node. Each message is passed to an AI classifier powered by OpenAI, which reads the message body (email snippet) and returns one of three labels: SPAM: Obvious junk messages, scams, or low-effort bulk messages OFFER: Cold outreach, discount promotions, cart reminders, or generic advertising IMPORTANT: Valuable information for the user, even if commercial (e.g., invoices, order updates, personal inquiries) The workflow then routes the result through an IF node. If the message is marked as SPAM or OFFER, it is immediately deleted from Gmail via the Gmail Delete node. Emails marked as IMPORTANT are ignored and remain in the inbox. The classification is entirely AI-driven based on message content — sender address, headers, or metadata are not used. How to set up To get started, simply connect two credentials: A Gmail account using OAuth2 (via the Gmail Trigger and Gmail Delete nodes) An OpenAI API key (used by the AI classifier node) No advanced setup is needed beyond these two connections. Optionally, you can review or modify the system prompt used for classification — it’s available inside the workflow’s LangChain AI Agent node. The prompt is in English, so it’s recommended to use this workflow with English-language emails for best results. By default, the workflow deletes matching emails immediately. If you prefer safer testing, you can modify the Gmail node to archive, label, or log emails instead of deleting them. The full workflow takes around 5–10 minutes to configure and includes a sticky note with additional instructions and warnings.

Use Case This workflow is a slight variation of a workflow we're using at n8n. In most companies, employees have a lot of great ideas. That was the same for us at n8n. We wanted to make it as easy as possible to allow everyone to add their ideas to some formatted database - it should be somewhere where everyone is all the time and could add a new idea without much extra effort. Since we're using Slack, this seemed to be the perfect place to easily add ideas. In this example, we're adding the ideas to Google Sheets instead of Notion, like we do. What this workflow does This workflow waits for a webhook call within Slack, that gets fired when users use the /idea command on a bot that you will create as part of this template. It then checks the command, adds the idea to Google Sheets and notifies the user about the newly added idea as you can see below: Creating your Slack bot Visit https://api.slack.com/apps, click on New App and choose a name and workspace. Click on OAuth & Permissions and scroll down to Scopes -> Bot token Scopes Add the chat:write scope Head over to Slash Commands and click on Create New Command Use /idea as the command Copy the test URL from the Webhook node into Request URL Add whatever feels best to the description and usage hint Go to Install app and click install Setup Create a Google Sheets document with the columns Name and Creator Add your Google credentials Fill the Set me up node. Create your Slack app (see other sticky) Click Test workflow and use the /idea comment in Slack Activate the workflow and exchange the Request URL with the production URL from the webhook How to adjust it to your needs You can adjust the table in Google Sheets and for example, add different types of ideas or areas that they impact Rename the Slack command as it works best for you How to enhance this workflow At n8n we use this workflow in combination with some others. E.g. we have the following things on top: We additionally have a /bug Slack command that adds a new bug to Linear. Here we're using AI to classify the bugs and move it to the right team. (Bug command workflow and Ai Classifier workflow) We also added other types, like /pain to be less solution-driven To make it easier for everyone to give input, we added a Votes column that allows everyone to vote on ideas/pain points in the list We're also running a workflow once a week that highlights the most popular new ideas and the most active voters

Overview This n8n workflow is specifically designed to monitor USDT TRC20 transactions within a specified wallet. It utilizes the public blockchain database of TronScan, requiring no API authentication, to periodically check and process transaction data. This workflow is ideal for users who need an automated solution to track their TRC20 wallet transactions. Features Automated Tracking**: Executes every 15 minutes to capture new transactions. Customizable Filters**: Tailors the tracking based on specific parameters like transaction time and wallet addresses. Data Aggregation**: Compiles transaction data into a single, structured list. Formatted Outputs**: Presents transaction data in an organized and comprehensible format. Requirements N8N (self-hosted or cloud version) setup and operational. Basic understanding of N8N workflows and nodes. Setup and Configuration Import Workflow: Load the provided JSON workflow into your N8N instance. Configure Edit Fields Node: Enter your TRC20 wallet address in the 'Your Wallet Address' field. Adjust 'Number of transactions to retrieve per request' if necessary. (Default one set to 20 which is recommanded) TronScan Data Access: The workflow accesses TronScan's public blockchain data, so no additional configuration is required for API access. Schedule Trigger Node: Defaulted to trigger every 15 minutes. Modify as per your requirements. Test the Workflow: Execute the workflow manually to ensure everything is operating correctly. How it Works Schedule Trigger: Initiates the workflow at predetermined intervals. Edit Fields: Sets up the wallet address and transaction retrieval count. TronScan Data Retrieval: Gathers transaction data from the TRC20 wallet using TronScan's public database. Split Out & Filter: Processes and filters the transaction data. Final Results: Organizes and formats the required transaction data for review. Aggregate: Consolidates all records (items) into a one comprehensive list (item). Customization Modify the filter conditions and fields to suit your tracking needs. (for example you can higher or lower the number of time to filter or IN / OUT transactions - Default is 15m/IN) Adjust the schedule trigger frequency according to your preference (default is 15m). Best Practices Regularly test the workflow to ensure consistent performance. Stay updated with any changes to the structure of TronScan's public data that might affect the workflow. Contributing Your feedback and contributions are greatly appreciated. Feel free to adapt, modify, and share enhancements with the n8n community.