Workflow Templates

Automated Customer Statement Generator with Risk Analysis & Credit Monitoring Transform account statement management from hours to minutes - automatically compile transaction histories, calculate aging analysis, monitor credit limits, assess payment risk, and deliver professional PDF statements while syncing with accounting systems and alerting your team about high-risk accounts. What This Workflow Does Revolutionizes customer account management with intelligent statement generation, credit monitoring, and risk assessment: Webhook-Triggered Generation** - Automatically creates statements from accounting systems, CRM updates, or scheduled monthly triggers Smart Data Validation** - Verifies transaction data, validates account information, and ensures statement accuracy before generation Running Balance Calculation** - Automatically computes running balances through all transactions with opening and closing balance tracking Comprehensive Aging Analysis** - Calculates outstanding balances by age buckets (Current, 31-60 days, 61-90 days, 90+ days) Overdue Detection & Highlighting** - Automatically identifies overdue amounts with visual color-coded alerts on statements Professional HTML Design** - Creates beautifully branded statements with modern layouts, aging breakdowns, and payment information PDF Conversion** - Transforms HTML into print-ready, professional-quality PDF statements with preserved formatting Automated Email Delivery** - Sends branded emails to customers with PDF attachments and account summary details Google Drive Archival** - Automatically saves statements to organized folders with searchable filenames by account Credit Limit Monitoring** - Tracks credit utilization, detects over-limit accounts, and generates alerts at 75%, 90%, and 100%+ thresholds Risk Scoring System** - Calculates 0-100 risk scores based on payment behavior, aging, credit utilization, and overdue patterns Payment Behavior Analysis** - Tracks days since last payment, average payment time, and payment reliability trends Automated Recommendations** - Generates prioritized action items like "escalate to collections" or "suspend new credit" Accounting System Integration** - Syncs statement delivery, balance updates, and risk assessments to QuickBooks, Xero, or FreshBooks Conditional Team Notifications** - Different Slack alerts for overdue accounts (urgent) vs current accounts (standard) with risk metrics Transaction History Table** - Detailed itemization of all charges, payments, and running balances throughout statement period Multiple Payment Options** - Includes bank details, online payment links, and account manager contact information Key Features Automatic Statement Numbering**: Generates unique sequential statement numbers with format STMT-YYYYMM-AccountNumber for easy tracking and reference Aging Bucket Analysis**: Breaks down outstanding balances into current (0-30 days), 31-60 days, 61-90 days, and 90+ days overdue categories Credit Health Dashboard**: Visual indicators show credit utilization percentage, available credit, and over-limit warnings in statement Risk Assessment Engine**: Analyzes multiple factors including overdue amounts, credit utilization, payment frequency to calculate comprehensive risk score Payment Behavior Tracking**: Monitors days since last payment, identifies patterns like "Excellent - Pays on Time" or "Poor - Chronic Late Payment" Intelligent Recommendations**: Automatically generates prioritized action items based on account status, risk level, and payment history Transaction Running Balance**: Shows balance after each transaction so customers can verify accuracy and reconcile their records Over-Limit Detection**: Immediate alerts when accounts exceed credit limits with escalation recommendations to suspend new charges Good Standing Indicators**: Visual green checkmarks and positive messaging for accounts with no overdue balances Account Manager Details**: Includes dedicated contact person for questions, disputes, and payment arrangements Dispute Process Documentation**: Clear instructions on how customers can dispute transactions within required timeframe Multi-Currency Support**: Handles USD, EUR, GBP, INR with proper currency symbols and formatting throughout statement Accounting System Sync**: Logs statement delivery, balance updates, and risk assessments in QuickBooks, Xero, FreshBooks, or Wave Conditional Workflow Routing**: Different automation paths for high-risk overdue accounts vs healthy current accounts Activity Notes Generation**: Creates detailed CRM notes with account summary, recommendations, and delivery confirmation Print-Optimized PDFs**: A4 format with proper margins and color preservation for professional printing and digital distribution Perfect For B2B Companies with Trade Credit** - Manufacturing, wholesale, distribution businesses offering net-30 or net-60 payment terms Professional Services Firms** - Consulting, legal, accounting firms with monthly retainer clients and time-based billing Subscription Services (B2B)** - SaaS platforms, software companies, membership organizations with recurring monthly charges Equipment Rental Companies** - Construction equipment, party rentals, medical equipment with ongoing rental agreements Import/Export Businesses** - International traders managing accounts receivable across multiple customers and currencies Healthcare Billing Departments** - Medical practices, clinics, hospitals tracking patient account balances and payment plans Educational Institutions** - Private schools, universities, training centers with tuition payment plans and installments Telecommunications Providers** - Phone, internet, cable companies sending monthly account statements to business customers Utilities & Energy Companies** - Electric, gas, water utilities managing commercial account statements and collections Property Management Companies** - Real estate firms tracking tenant charges, rent payments, and maintenance fees Credit Card Companies & Lenders** - Financial institutions providing detailed account activity and payment due notifications Wholesale Suppliers** - Distributors supplying restaurants, retailers, contractors on credit terms with monthly settlements Commercial Insurance Agencies** - Agencies tracking premium payments, policy charges, and outstanding balances Construction Contractors** - General contractors billing for progress payments, change orders, and retention releases What You Will Need Required Integrations HTML to PDF API - PDF conversion service (API key required) - supports HTML/CSS to PDF API, PDFShift, or similar providers (approximately 1-5 cents per statement) Gmail or SMTP - Email delivery service for sending statements to customers (OAuth2 or SMTP credentials) Google Drive - Cloud storage for statement archival and compliance record-keeping (OAuth2 credentials required) Optional Integrations Slack Webhook** - Team notifications for overdue and high-risk accounts (free incoming webhook) Accounting Software Integration** - QuickBooks, Xero, FreshBooks, Zoho Books API for automatic statement logging and balance sync CRM Integration** - HubSpot, Salesforce, Pipedrive for customer activity tracking and collections workflow triggers Payment Gateway** - Stripe, PayPal, Square payment links for one-click online payment from statements Collections Software** - Integrate with collections management platforms for automatic escalation of high-risk accounts SMS Notifications** - Twilio integration for payment due reminders and overdue alerts via text message Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure PDF Service - Add HTML to PDF API credentials in the "HTML to PDF" node Setup Gmail - Connect Gmail OAuth2 credentials in "Send Email to Customer" node and update sender email Connect Google Drive - Add Google Drive OAuth2 credentials and set folder ID for statement archival Customize Company Info - Edit "Enrich with Company Data" node to add company name, address, contact details, bank information Configure Credit Limits - Set default credit limits and payment terms for your customer base Adjust Risk Thresholds - Modify risk scoring logic in "Credit Limit & Risk Analysis" node based on your policies Update Email Template - Customize email message in Gmail node with your branding and messaging Configure Slack - Add Slack webhook URLs in both notification nodes (overdue and current accounts) Connect Accounting System - Replace code in "Update Accounting System" node with actual API call to QuickBooks/Xero/FreshBooks Test Workflow - Submit sample transaction data via webhook to verify PDF generation, email delivery, and notifications Schedule Monthly Run - Set up scheduled trigger for automatic end-of-month statement generation for all customers Customization Options Custom Aging Buckets** - Modify aging periods to match your business (e.g., 0-15, 16-30, 31-45, 46-60, 60+ days) Industry-Specific Templates** - Create different statement designs for different customer segments or business units Multi-Language Support** - Translate statement templates for international customers (Spanish, French, German, Mandarin) Dynamic Credit Terms** - Configure different payment terms by customer type (VIP net-45, standard net-30, new customers due on receipt) Late Fee Calculation** - Add automatic late fee calculation and inclusion for overdue balances Payment Plan Tracking** - Track installment payment plans with remaining balance and next payment due Interest Charges** - Calculate and add interest charges on overdue balances based on configurable rates Partial Payment Allocation** - Show how partial payments were applied across multiple invoices Customer Portal Integration** - Generate secure links for customers to view statements and make payments online Batch Processing** - Process statements for hundreds of customers simultaneously with bulk email delivery White-Label Branding** - Create different branded templates for multiple companies or subsidiaries Custom Risk Models** - Adjust risk scoring weights based on your industry and historical payment patterns Collections Workflow Integration** - Automatically create tasks in collections software for high-risk accounts Early Payment Incentives** - Highlight early payment discounts or prompt payment benefits on statements Dispute Management** - Track disputed transactions and adjust balances accordingly with audit trail Expected Results 90% time savings** - Reduce statement creation from 2-3 hours to 5 minutes per customer 100% accuracy** - Eliminate calculation errors and missing transactions through automated processing 50% faster payment collection** - Professional statements with clear aging drive faster customer payments Zero filing time** - Automatic Google Drive organization with searchable filenames by account 30% reduction in overdue accounts** - Proactive credit monitoring and risk alerts prevent bad debt Real-time risk visibility** - Instant identification of high-risk accounts before they become uncollectible Automated compliance** - Complete audit trail with timestamped statement delivery and accounting sync Better customer communication** - Professional statements improve customer satisfaction and reduce disputes Reduced bad debt write-offs** - Early warning system catches payment issues before they escalate Improved cash flow** - Faster statement delivery and payment reminders accelerate cash collection Pro Tips Schedule Monthly Batch Generation** - Run workflow automatically on last day of month to generate statements for all customers simultaneously Customize Aging Thresholds** - Adjust credit alert levels (75%, 90%, 100%) based on your risk tolerance and industry norms Segment Customer Communications** - Use different email templates for VIP customers vs standard customers vs delinquent accounts Track Payment Patterns** - Monitor days-to-pay metrics by customer to identify chronic late payers proactively Integrate with Collections** - Connect workflow to collections software to automatically escalate 90+ day accounts Include Payment Portal Links** - Add unique payment links to each statement for one-click online payment Automate Follow-Up Reminders** - Build workflow extension to send payment reminders 7 days before due date Create Executive Dashboards** - Export risk scores and aging data to business intelligence tools for trend analysis Document Dispute Resolutions** - Log all disputed transactions in accounting system with resolution notes Test with Sample Data First** - Validate aging calculations with known test data before processing real customer accounts Archive Statements for Compliance** - Maintain 7-year archive in Google Drive organized by year and customer Monitor Credit Utilization Trends** - Track credit utilization changes month-over-month to predict cash flow needs Benchmark Against Industry** - Compare your DSO and bad debt ratios to industry averages to identify improvement areas Personalize Account Manager Info** - Assign dedicated contacts to customers and include their direct phone and email Use Descriptive Transaction Details** - Ensure transaction descriptions clearly explain charges to reduce disputes Business Impact Metrics Track these key metrics to measure workflow success: Statement Generation Time** - Measure average minutes from trigger to delivered statement (target: under 5 minutes) Statement Volume Capacity** - Count monthly statements generated through automation (expect 10-20x increase in capacity) Aging Calculation Accuracy** - Track statements with aging errors (target: 0% error rate) Days Sales Outstanding (DSO)** - Monitor average days to collect payment (expect 15-30% reduction) Bad Debt Write-Offs** - Track uncollectible accounts as percentage of revenue (expect 30-50% reduction) Collection Rate** - Monitor percentage of invoices collected within terms (expect 10-20% improvement) Customer Disputes** - Count statement disputes and billing inquiries (expect 50-70% reduction) Over-Limit Accounts** - Track number of accounts exceeding credit limits (early detection prevents losses) High-Risk Account Identification** - Measure days between risk detection and collection action (target: within 48 hours) Cash Flow Improvement** - Calculate working capital improvement from faster collections (typical: 20-35% improvement) 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 (1-5 cents per statement) No coding required for basic setup Fully customizable for industry-specific requirements Integrates with major accounting platforms via API Multi-currency and multi-language ready Supports batch processing for large customer bases Compliant with financial record-keeping regulations Ready to transform your account receivables management? Import this template and start generating professional statements with credit monitoring, risk assessment, and automated collections alerts - improving your cash flow, reducing bad debt, and freeing your accounting team to focus on strategic financial management!

Auto-Generate Social Media Videos with GPT-5 and Publish via Blotato > ⚠️ Disclaimer: This workflow uses Community Nodes (Blotato) and requires a self-hosted n8n instance with "Verified Community Nodes" enabled. 👥 Who is this for? This workflow is perfect for: Content creators and influencers who post regularly on social media Marketing teams that want to scale branded video production Solo entrepreneurs looking to automate their video marketing Agencies managing multi-client social media publishing 💡 What problem is this workflow solving? Creating high-quality video content and publishing consistently on multiple platforms is time-consuming. You often need to: Write compelling captions and titles Adapt content to fit each platform’s requirements Publish manually or across disconnected tools This workflow automates the entire process — from idea to publishing — so you can focus on growth and creativity, not logistics. ⚙️ What this workflow does Receives a video idea via Telegram Saves metadata to Google Sheets Transcribes the video using OpenAI Whisper Generates a catchy title and caption using GPT-5 Uploads the final media to Blotato Publishes the video automatically to: TikTok Instagram YouTube Shorts Facebook X (Twitter) Threads LinkedIn Pinterest Bluesky Updates the post status in Google Sheets Sends confirmation via Telegram 🧰 Setup Before launching the workflow, make sure to: Create a Blotato Pro account and generate your API Key Enable Verified Community Nodes in the n8n Admin Panel Install the Blotato community node in n8n Create your Blotato credential using the API key Make a copy of this Google Sheet template Ensure your Google Drive folder with videos is shared publicly (viewable by anyone with the link) Link your Telegram Bot and configure the trigger node Follow the sticky note instructions inside the workflow 🛠️ How to customize this workflow Modify the GPT-5 prompt to reflect your brand voice or campaign tone Add/remove social platforms depending on your strategy Include additional AI modules (e.g., for voiceover or thumbnails) Insert review/approval steps (via Slack, email, or Telegram) Connect Airtable, Notion, or your CRM to track results This is your all-in-one AI video publishing engine, built for automation, scale, and growth across the social web. 📄 Documentation: Notion Guide Need help customizing? Contact me for consulting and support : Linkedin / Youtube

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. How it works • Publishes content to 9 social platforms (Instagram, YouTube, TikTok, Facebook, LinkedIn, Threads, Twitter/X, Bluesky, Pinterest) from a single Airtable base • Automatically uploads media to Blotato, handles platform-specific requirements (YouTube titles, Pinterest boards), and tracks success/failure for each post • Includes smart features like GPT-powered YouTube title optimization, Pinterest Board ID finder tool, and random delays to avoid rate limits Set up steps • Takes ~20–35 minutes to configure all 9 platforms (or less if you only need specific ones) • Requires Airtable personal access token, Blotato API key, and connecting your social accounts in Blotato dashboard • Workflow includes comprehensive sticky notes with step-by-step Airtable base setup, credential configuration, platform ID locations, and quick debugging links for each social network Pro tip: The workflow is modular - you can disable any platforms you don't use by deactivating their respective nodes, making it flexible for any social media strategy from single-platform to full omnichannel publishing.

IPA Size Tracker with Trend Alerts – Automated iOS Apps Size Monitoring This workflow runs on a daily schedule and monitors IPA file sizes from configured URLs. It stores historical size data in Google Sheets, compares current vs. previous builds and sends email alerts only when significant size changes occur (default: ±10%). A DRY_RUN toggle allows safe testing before real notifications go out. Who’s it for iOS developers tracking app binary size growth over time. DevOps teams monitoring build artifacts and deployment sizes. Product managers ensuring app size budgets remain acceptable. QA teams detecting unexpected size changes in release builds. Mobile app teams optimizing user experience by keeping apps lightweight. How it works Schedule Trigger (daily at 09:00 UTC) kicks off the workflow. Configuration: Define monitored apps with {name, version, build, ipa_url}. HTTP Request downloads the IPA file from its URL. Size Calculation: Compute file sizes in bytes, KB, MB and attach timestamp metadata. Google Sheets: Append size data to the IPA Size History sheet. Trend Analysis: Compare current vs. previous build sizes. Alert Logic: Evaluate thresholds (>10% increase or >10% decrease). Email Notification: Send formatted alerts with comparisons and trend indicators. Rate Limit: Space out notifications to avoid spamming recipients. How to set up 1. Spreadsheet Create a Google Sheet with a tab named IPA Size History containing: Date, Timestamp, App_Name, Version, Build_Number, Size_Bytes, Size_KB, Size_MB, IPA_URL 2. Credentials Google Sheets (OAuth)** → for reading/writing size history. Gmail** → for sending alert emails (use App Password if 2FA is enabled). 3. Open “Set: Configuration” node Define your workflow variables: APP_CONFIGS = array of monitored apps ({name, version, build, ipa_url}) SPREADSHEET_ID = Google Sheet ID SHEET_NAME = IPA Size History SMTP_FROM = sender email (e.g., devops@company.com) ALERT_RECIPIENTS = comma-separated emails SIZE_INCREASE_THRESHOLD = 0.10 (10%) SIZE_DECREASE_THRESHOLD = 0.10 (10%) LARGE_APP_WARNING = 300 (MB) SCHEDULE_TIME = 09:00 TIMEZONE = UTC DRY_RUN = false (set true to test without sending emails) 4. File Hosting Host IPA files on Google Drive, Dropbox or a web server. Ensure direct download URLs are used (not preview links). 5. Activate the workflow Once configured, it will run automatically at the scheduled time. Requirements Google Sheet with the IPA Size History tab. Accessible IPA file URLs. SMTP / gmail account (Gmail recommended). n8n (cloud or self-hosted) with Google Sheets + Email nodes. Sufficient local storage for IPA file downloads. How to customize the workflow Multiple apps**: Add more configs to APP_CONFIGS. Thresholds**: Adjust SIZE_INCREASE_THRESHOLD / SIZE_DECREASE_THRESHOLD. Notification templates**: Customize subject/body with variables: {{app_name}}, {{current_size}}, {{previous_size}}, {{change_percent}}, {{trend_status}}. Schedule**: Change Cron from daily to hourly, weekly, etc. Large app warnings**: Adjust LARGE_APP_WARNING. Trend analysis**: Extend beyond one build (7-day, 30-day averages). Storage backend**: Swap Google Sheets for CSV, DB or S3. Add-ons to level up Slack Notifications**: Add Slack webhook alerts with emojis & formatting. Size History Charts**: Generate trend graphs with Chart.js or Google Charts API. Environment separation**: Monitor dev/staging/prod builds separately. Regression detection**: Statistical anomaly checks. Build metadata**: Log bundle ID, SDK versions, architectures. Archive management**: Auto-clean old records to save space. Dashboards**: Connect to Grafana, DataDog or custom BI. CI/CD triggers**: Integrate with pipelines via webhook trigger. Common Troubleshooting No size data** → check URLs return binary IPA (not HTML error). Download failures** → confirm hosting permissions & direct links. Missing alerts** → ensure thresholds & prior history exist. Google Sheets errors** → check sheet/tab names & OAuth credentials. Email issues** → validate SMTP credentials, spam folder, sender reputation. Large file timeouts** → raise HTTP timeout for >100MB files. Trend errors** → make sure at least 2 builds exist. No runs** → confirm workflow is active and timezone is correct. Need Help? If you’d like this to customize this workflow to suit your app development process, then simply reach out to us here and we’ll help you customize the template to your exact use case.

Convert Viral Videos into AI Avatar Swaps and Publish on TikTok with Blotato Who is this for? This workflow is designed for content creators, agencies, influencers, and automation builders who want to transform viral videos into personalized avatar-based edits — and automatically publish them on TikTok (and other platforms) without manual editing or video software. What problem is this workflow solving? Replacing a character in a video, transforming the voice, merging audio/video, and publishing to social networks typically requires multiple tools, editing skills, and a lot of time. This workflow automates the entire pipeline end-to-end: No manual video editing No audio processing No API debugging No uploading/publishing hassles It’s a full AI-powered transformation system that produces ready-to-post content in minutes. What this workflow does This workflow receives an avatar image + a viral video URL and automatically: Extracts the audio using Replicate Replaces the character in the video using FAL WAN Replace Transforms the voice using FAL Chatterbox Speech-to-Speech Merges the new video and audio using FAL FFmpeg Saves results to Google Sheets for tracking Publishes the final video to TikTok via Blotato (and optionally to Instagram, Facebook, LinkedIn, X, and YouTube) Sends a confirmation message when publishing is complete Everything runs automatically, in parallel, for maximum speed. Setup Telegram Bot Add your Telegram Bot credentials in the Telegram Trigger node. Send an avatar photo + video URL in one message (URL in the caption). Workflow Configuration Add your FAL API key Add your Replicate API key Add your targetVoiceAudioUrl (this is the voice the output will use) Google Sheets Connect your Google Sheets OAuth credentials Select your sheet and ensure columns exist (e.g. original URL, output URL) Blotato Publishing Install community node @blotato/n8n-nodes-blotato Connect your Blotato API credentials Select the TikTok account (and optional other accounts) Test the workflow Send a Telegram message with: A photo (avatar) Video URL in the caption The workflow will process everything automatically. How to customize this workflow to your needs Change platforms**: remove or add publishing outputs (TikTok, Instagram, LinkedIn, Facebook, YouTube, X). Change voice style**: update the targetVoiceAudioUrl in the Workflow Configuration node. Use your own avatar**: send any image in Telegram — the workflow automatically makes it public and ready for AI processing. Adjust video logic**: swap FAL models, update merg 👋 Need help or want to customize this? 📩 Contact: LinkedIn 📺 YouTube: @DRFIRASS 🚀 Workshops: Mes Ateliers n8n 📄 Documentation: Notion Guide Need help customizing? Contact me for consulting and support : Linkedin / Youtube / 🚀 Mes Ateliers n8n

Transform chaotic training requests into strategic skill development - achieving 100% completion tracking, 30% cost reduction through intelligent planning, and data-driven L&D decisions. What This Workflow Does Revolutionizes corporate training management with AI-driven course recommendations and automated approval workflows: 📝 Training Request Capture - Jotform collects skill gaps, business justification, and training needs 💰 Budget Intelligence - Real-time department budget checking and utilization tracking 🤖 AI Course Recommendations - Matches requests to training catalog with 0-100% scoring 📊 ROI Analysis - AI assesses business impact, urgency, and return on investment ✅ Smart Approval Routing - Auto-approves within budget or routes to manager with AI insights 🎯 Skill Development Paths - Creates personalized learning journeys from current to desired levels 👥 Team Impact Assessment - Identifies knowledge sharing opportunities and additional attendees ⚠️ Risk Analysis - Evaluates delays risks and over-investment concerns 📧 Automated Notifications - Sends detailed approvals to managers and confirmations to employees 📈 Complete Tracking - Logs all requests with AI insights for L&D analytics Key Features AI Training Advisor: GPT-4 analyzes requests across 10+ dimensions including needs assessment, ROI, and implementation planning Course Catalog Matching: AI scores courses 0-100% based on skill level, topic relevance, and outcomes alignment Budget Management: Real-time tracking of department budgets with utilization percentages Preventability Scoring: Identifies skill gaps that could have been addressed earlier Alternative Options: AI suggests cost-effective alternatives (online courses, mentoring, job shadowing) Skill Development Pathways: Maps progression from current to desired skill level with timeframes Team Multiplier Effect: Identifies how training one person benefits entire team Manager Guidance: Provides key considerations, questions to ask, and approval criteria Implementation Planning: Suggests timeline, preparation needed, and post-training actions Success Metrics: Defines measurable outcomes for training effectiveness Risk Assessment: Flags delay risks and over-investment concerns Cost Optimization: Recommends ways to reduce costs while maintaining quality Perfect For Growing Tech Companies: 50-500 employees with high skill development needs Enterprise Organizations: Large corporations managing 1000+ training requests annually Professional Services: Consulting, legal, accounting firms requiring continuous upskilling Healthcare Systems: Medical organizations with compliance and clinical training requirements Manufacturing Companies: Technical skills training for operations and quality teams Sales Organizations: Sales enablement and product training at scale Financial Services: Compliance training and professional certification tracking What You'll Need Required Integrations Jotform - Training request form (free tier works) Create your form for free on Jotform using this link OpenAI API - GPT-4 for AI training analysis (~$0.30-0.60 per request) Gmail - Automated notifications to employees, managers, and HR Google Sheets - Training request database and L&D analytics Quick Start Import Template - Copy JSON and import into n8n Add OpenAI Credentials - Set up OpenAI API key (GPT-4 recommended) Create Jotform Training Request Configure Gmail - Add Gmail OAuth2 credentials Setup Google Sheets: Create spreadsheet with "Training_Requests" sheet Replace YOUR_GOOGLE_SHEET_ID in workflow Columns auto-populate on first submission Customize Training Catalog: Edit "Check Training Budget" node Update training catalog with your actual courses, providers, and costs Add your company's preferred vendors Customization Options Custom Training Catalog: Replace sample catalog with your company's actual training offerings Budget Rules: Adjust approval thresholds (e.g., auto-approve under $500) AI Prompt Tuning: Customize analysis criteria for your industry and culture Multi-Level Approvals: Add VP or director approval for high-cost training Compliance Training: Flag required certifications and regulatory training Vendor Management: Track preferred training vendors and volume discounts Learning Paths: Create role-specific career development tracks Certification Tracking: Monitor professional certifications and renewal dates Training Calendar: Integrate with company calendar for session visibility Waitlist Management: Queue employees when sessions are full Pre/Post Assessments: Add skill testing before and after training Knowledge Sharing: Schedule lunch-and-learns for employees to share learnings Expected Results 100% completion tracking - Digital trail from request to certificate 30% cost reduction - Strategic planning prevents redundant/unnecessary training 95% manager response rate - Automated reminders and clear AI guidance 50% faster approvals - AI pre-analysis speeds manager decisions 40% better course matching - AI recommendations vs manual course selection 60% reduction in budget overruns - Real-time budget visibility 3x increase in skill development velocity - Streamlined process removes friction 85% employee satisfaction - Clear process and fast responses Data-driven L&D strategy - Analytics identify trending skill gaps 25% increase in training ROI - Better targeting and follow-through Use Cases Tech Startup (150 Engineers) Engineer requests "Advanced Kubernetes" training. AI identifies skill gap as "high severity" due to upcoming cloud migration project. Checks department budget ($22K remaining of $50K), recommends $1,800 4-day course with 92% match score. Auto-routes to engineering manager with business impact analysis. Manager approves in 2 hours. Training scheduled for next month. Post-training, engineer leads internal workshop, multiplying impact across 10-person team. Migration completes 3 weeks early, saving $50K. Enterprise Sales Org (500 Reps) Sales rep requests "Negotiation Mastery" after losing 3 deals. AI assesses urgency as "justified" based on revenue impact. Recommends $1,100 2-day course but also suggests lower-cost alternative: internal mentoring from top performer ($0). Manager sees both options, chooses mentoring first. Rep closes next deal with new techniques. Training budget preserved for broader team enablement. ROI: $200K deal closed with $0 training spend. Healthcare System (2,000 Nurses) Nurse requests ACLS recertification. AI flags as "compliance-critical" with "immediate" urgency (expiring in 30 days). Checks budget, finds sufficient funds. Auto-approves and schedules next available session. Sends pre-training materials 1 week before. Tracks attendance, generates certificate upon completion. Updates nurse's credential profile in HRIS. Compliance maintained, no manual intervention needed. Financial Services Firm Analyst requests CFA Level 1 prep course ($2,500). AI assesses as "high ROI" but identifies budget constraint (department at 95% utilization). Recommends deferring to next quarter when new budget allocated. Suggests free Khan Academy courses as interim solution. Manager sees complete analysis, approves deferral, adds analyst to Q2 priority list. Transparent communication maintains morale despite delay. Manufacturing Company Maintenance tech requests PLC programming training. AI identifies 5 other techs with same skill gap. Recommends group training session ($1,200 per person vs $2,000 individual). Calculates team multiplier effect: 6 techs trained = reduced downtime across 3 shifts. Manager approves group session, saving $4,800. All 6 techs complete training together, creating peer support network. Equipment downtime reduced 40%. Pro Tips Quarterly Planning: Use Google Sheets data to identify trending skill gaps and plan group training Budget Forecasting: Track monthly utilization to predict Q4 budget needs Course Ratings: Add post-training feedback to improve AI recommendations over time Internal Experts: Build database of employees who can provide mentoring (free alternative) Learning Paths: Create role-based tracks (e.g., "Junior Dev → Senior Dev" pathway) Compliance Flagging: Auto-identify regulatory/certification requirements Vendor Relationships: Track volume with vendors to negotiate discounts Knowledge Retention: Require post-training presentations to reinforce learning Manager Training: Educate managers on how to evaluate AI recommendations Budget Reallocation: Monthly reviews to move unused budget between departments Early Bird Discounts: AI can suggest booking 60+ days out for savings Continuous Learning: Supplement formal training with Udemy/LinkedIn Learning subscriptions Learning Resources This workflow demonstrates advanced automation: AI Agents with complex analysis across multiple decision dimensions Budget management algorithms with real-time calculations Course recommendation engines with scoring and matching Multi-criteria approval routing based on AI confidence Skill progression modeling from current to desired states ROI analysis balancing cost, impact, and urgency Alternative suggestion algorithms for cost optimization Team impact modeling for knowledge multiplication Risk assessment frameworks for training decisions Real-Time Budget Tracking: Live department budget visibility prevents overspending Audit Trail: Complete history for finance audits and compliance reviews Approval Documentation: Timestamped manager approvals for governance Cost Allocation: Track training costs by department, employee, category ROI Measurement: Compare training investment to business outcomes Compliance Monitoring: Flag required certifications and regulatory training Vendor Management: Track spending with training providers Ready to transform your corporate training? Import this template and turn training chaos into strategic skill development with AI-powered insights and automation! 📚✨ Questions or customization? The workflow includes detailed sticky notes explaining each AI analysis component.

Description Automatically capture customer onboarding help requests from Typeform, log them in Google Sheets, validate email addresses, and send a professional HTML welcome email via Gmail. Ensures smooth onboarding communication with audit-ready tracking and error handling. 📝📧 What This Template Does Monitors Typeform submissions for new onboarding help requests. 📥 Logs all responses into Google Sheets with structured fields. 📊 Validates email addresses to prevent errors. ✅ Generates professional HTML welcome emails with company branding. 🎨 Sends onboarding emails directly via Gmail. 📧 Handles missing or invalid emails with error logging. ⚠️ Key Benefits Streamlines customer onboarding request handling. ⏱️ Creates a centralized log for analytics and audits. 🧾 Improves customer experience with branded email communication. 💡 Reduces manual effort in follow-up and data entry. 🔄 Ensures reliable handling of incomplete or invalid submissions. 🛡️ Features Typeform trigger for new form submissions. 📝 Automatic Google Sheets logging of customer details. 📈 Conditional email validation before sending. 🔍 Dynamic HTML email generation with customer details. 🎨 Automated Gmail delivery of welcome emails. 📧 Error handling node for missing/invalid email submissions. 🚨 Requirements n8n instance (cloud or self-hosted). Typeform API credentials with webhook permissions. Google Sheets OAuth2 credentials with spreadsheet write access. Gmail OAuth2 credentials with send email permissions. Pre-configured Google Sheet for onboarding request tracking. Target Audience Customer success and onboarding teams. 👩‍💻 SaaS startups managing onboarding inquiries. 🚀 Support teams handling product/service onboarding. 🛠️ SMBs looking for efficient onboarding automation. 🏢 Remote teams needing structured onboarding workflows. 🌐 Step-by-Step Setup Instructions Connect Typeform, Google Sheets, and Gmail credentials in n8n. 🔑 Insert your Typeform form ID in the trigger node. 📝 Replace the Google Sheet ID with your tracking sheet. 📊 Map form fields to spreadsheet columns (ensure headers match). 🔗 Customize email HTML template with branding and company info. 🎨 Update sender email in the Gmail node. 📧 Test the workflow with a sample form submission. ✅

Discord AI Content Moderator with Learning System This n8n template demonstrates how to automatically moderate Discord messages using AI-powered content analysis that learns from your community standards. It continuously monitors your server, intelligently flags problematic content while allowing context-appropriate language, and provides a complete audit trail for all moderation actions. Use cases are many: Try moderating a forex trading community where enthusiasm runs high, protecting a gaming server from toxic behavior while keeping banter alive, or maintaining professional standards in a business Discord without being overly strict! Good to know This workflow uses OpenAI's GPT-5 Mini model which incurs API costs per message analyzed (approximately $0.001-0.003 per moderation check depending on message volume) The workflow runs every minute by default - adjust the Schedule Trigger interval based on your server activity and budget Discord API rate limits apply - the batch processor includes 1.5-second delays between deletions to prevent rate limiting You'll need a Google Sheet to store training examples - a template link is provided in the workflow notes The AI analyzes context and intent, not just keywords - "I *cking love this community" won't be deleted, but "you guys are sht" will be Deleted messages cannot be recovered from Discord - the admin notification channel preserves the content for review How it works The Schedule Trigger activates every minute to check for new messages requiring moderation We'll fetch training data from Google Sheets containing labeled examples of messages to delete (with reasons) and messages to keep The workflow retrieves the last 10 messages from your specified Discord channel using the Discord API A preparation node formats both the training examples and recent messages into a structured prompt with unique indices for each message The AI Agent (powered by GPT-5 Mini) analyzes each message against your community standards, considering intent and context rather than just keywords The AI returns a JSON array of message indices that violate guidelines (e.g., [0, 2, 5]) A parsing node extracts these indices, validates them, removes duplicates, and maps them to actual Discord message objects The batch processor loops through each flagged message one at a time to prevent API rate limiting and ensure proper error handling Each message is deleted from Discord using the exact message ID A 1.5-second wait prevents hitting Discord's rate limits between operations Finally, an admin notification is posted to your designated admin channel with the deleted message's author, ID, and original content for audit purposes How to use Replace the Discord Server ID, Moderated Channel ID, and Admin Channel ID in the "Edit Fields" node with your server's specific IDs Create a copy of the provided Google Sheets template with columns: message_content, should_delete (YES/NO), and reason Connect your Discord OAuth2 credentials (requires bot permissions for reading messages, deleting messages, and posting to channels) Add your OpenAI API key to access GPT-5 Mini Customize the AI Agent's system message to reflect your specific community standards and tone Adjust the message fetch limit (default: 10) based on your server activity - higher limits cost more per run but catch more violations Consider changing the Schedule Trigger from every minute to every 3-5 minutes if you have a smaller community Requirements Discord OAuth2 credentials for bot authentication with message read, delete, and send permissions Google Sheets API connection for accessing the training data knowledge base OpenAI API key for GPT-5 Mini model access A Google Sheet formatted with message examples, deletion labels, and reasoning Discord Server ID, Channel IDs (moderated + admin) which you can get by enabling Developer Mode in Discord Customising this workflow Try building an emoji-based feedback system where admins can react to notifications with ✅ (correct deletion) or ❌ (wrong deletion) to automatically update your training data Add a severity scoring system that issues warnings for minor violations before deleting messages Implement a user strike system that tracks repeat offenders and automatically applies temporary mutes or bans Expand the AI prompt to categorize violations (spam, harassment, profanity, etc.) and route different types to different admin channels Create a weekly digest that summarizes moderation statistics and trending violation types Add support for monitoring multiple channels by duplicating the Discord message fetch nodes with different channel IDs Integrate with a database instead of Google Sheets for faster lookups and more sophisticated training data management If you have questions Feel free to contact me here: elijahmamuri@gmail.com elijahfxtrading@gmail.com

This n8n template shows you how to turn outbound sales into a fully automated machine: scrape verified leads, research them with AI, and fire off personalized cold emails while you sleep. Use cases are simple: scale B2B lead gen without hiring more SDRs, run targeted outreach campaigns that don’t feel generic, and give founders or agencies a repeatable system that books more calls with less effort. Good to know At time of writing, each AI call may incur costs depending on your OpenAI plan. This workflow uses Apollo/Apify for lead scraping, which requires an active token. Telegram approval flow is optional but recommended for quality control. How it works Define your ICP (role, location, industry) in the workflow. Generate Apollo search URLs and scrape verified contacts. AI enriches leads with personal + company research. Hormozi-style cold emails are generated and queued for approval. Approve drafts in Telegram, then Gmail automatically sends them out. How to use Start with the included Schedule Trigger or replace with a Webhook/Form trigger. Adjust ICP settings in the Set node to fit your target audience. Test with a small batch of leads before scaling to larger runs. Requirements Google Sheets, Docs, Drive, and Gmail connected to n8n Apollo/Apify account and token OpenAI API key Telegram bot for approvals Customising this workflow Swap Apollo scraping with another data source if needed. Adapt the AI prompt for a different email tone (formal, friendly, etc.). Extend with a CRM integration to sync approved leads and outreach results.

Introduction Automates overseas conference approval requests to CEO. Generates emails with conference details, flight quotes, accommodation, expense breakdown, and admin procedures. Ensures consistency and saves time. How It Works Manual trigger initiates: fetches exchange rates/conference details, parses flight quotes, uses AI to calculate expenses and generate draft, checks budget, formats messages, merges versions, creates PDF, sends to CEO, logs to tracker. Workflow Template Manual Trigger → Configuration → [Exchange Rates + Conference Details + Flight Quotes] → AI Agent → [GPT-4 + Calculate + Extract + Generate Tools] → Total Expenses → Budget Check → [Format Approved + Warning] → Merge → PDF → Send CEO → Log Tracker Workflow Steps Initialization: Manual trigger with conference parameters, sets variables (name, dates, location, funding) Data Collection: Fetches/parses exchange rates, conference details via HTTP, aggregates 3 flight quotations AI Processing: AI Agent orchestrates GPT-4 with Calculate, Extract, Generate tools for expense analysis and email drafting Validation: Calculates total expenses, validates against budget threshold Formatting: Customizes approval/warning messages by status, merges content versions Delivery: Generates PDF breakdown, dispatches via Gmail to CEO, logs to Google Sheets tracker Setup Instructions APIs: Configure currency/conference endpoints with credentials OpenAI: Add GPT-4 API key in AI Agent AI Tools: Set Calculate, Extract, Generate parameters Gmail: Connect account, set CEO recipient Sheets: Link tracker with write permissions Budget: Set threshold (default: $5000) Prerequisites n8n instance, Currency API, Conference API, OpenAI GPT-4 key, Gmail with OAuth, Google Sheets, PDF generator, Travel agent API Use Cases Academic: Staff requests conference with grant, registration, 3 quotes, hotel, visa. AI generates email with PO/card procedures. Sales: Manager seeks client meeting approval with comparisons, per diem. Training: Employee requests certification with fees, accommodation, transport. Customization Modify thresholds by department. Add categories (insurance, baggage). Customize AI prompts for tone/branding. Integrate flight sources. Extend approval chain. Add travel restrictions. Benefits Time Efficient: Reduces prep from 60+ to 5 minutes. AI-Powered: Intelligent analysis and generation. Consistent: Ensures completeness. Accurate: Eliminates errors.

Workshop Certificate Pre-Issuance System 🎯Description Transform your event registration process with this comprehensive automation that eliminates manual certificate creation and ensures only verified attendees receive credentials. ✨ What This Workflow Does This powerful automation takes workshop/event registrations from Jotform and: Validates Email Addresses - Real-time verification using VerifiEmail API to prevent bounced emails and spam registrations Generates Professional PDF Certificates - Creates beautifully designed certificates with attendee name, event details, and unique QR code Saves to Google Drive - Automatically organizes all certificates in a dedicated folder with searchable filenames Sends Confirmation Emails - Delivers professional HTML emails with embedded certificate preview and download link Maintains Complete Records - Logs all successful and failed registrations in Google Sheets for reporting and follow-up 🎯 Perfect For Workshop Organizers** - Pre-issue attendance confirmations Training Companies** - Automate enrollment certificates Conference Managers** - Streamline attendee credentialing Event Planners** - Reduce check-in time with QR codes Educational Institutions** - Issue course registration confirmations Webinar Hosts** - Send instant confirmation certificates 💡 Key Features 🔒 Email Verification Validates deliverability before issuing certificates Detects disposable/temporary emails Prevents spam and fake registrations Reduces bounce rates to near-zero 🎨 Beautiful PDF Certificates Professional Georgia serif design Customizable colors and branding Unique QR code for event check-in Unique certificate ID for tracking Print-ready A4 format 📧 Professional Email Delivery Mobile-responsive HTML design Embedded QR code preview Direct link to Google Drive PDF Branded confirmation message Event details and instructions 📊 Complete Tracking All registrations logged in Google Sheets Separate tracking for failed validations Export data for check-in lists Real-time registration counts Deduplication by email ⚡ Lightning Fast Average execution: 15-30 seconds Instant delivery after registration No manual intervention required Scales automatically 🔧 Technical Highlights Conditional Logic** - Smart routing based on email validity Data Transformation** - Clean formatting of form data Error Handling** - Graceful handling of invalid emails Merge Operations** - Combines form data with verification results Dynamic QR Codes** - Generated with verification URLs Secure Storage** - Certificates backed up in Google Drive 📦 What You'll Need Required Services: Jotform - For registration forms VerifiEmail API - Email verification service Google Account - For Gmail, Drive, and Sheets HTMLCSStoPDF - PDF generation service Estimated Setup Time: 20 minutes 🚀 Use Cases Workshop Series Issue certificates immediately after registration Reduce no-shows with professional confirmation Easy check-in with QR code scanning Virtual Events Instant confirmation for webinar attendees Digital certificates for participants Automated follow-up communication Training Programs Pre-enrollment certificates Attendance confirmations Course registration verification Conferences & Meetups Early bird confirmation certificates Attendee badge preparation Venue capacity management 📈 Benefits ✅ Save Hours of Manual Work - No more creating certificates one by one ✅ Increase Attendance - Professional confirmations boost show-up rates ✅ Prevent Fraud - Email verification stops fake registrations ✅ Improve Experience - Instant delivery delights attendees ✅ Stay Organized - All data tracked in one central location ✅ Scale Effortlessly - Handle 10 or 10,000 registrations the same way 🎨 Customization Options The workflow is fully customizable: Certificate Design** - Modify HTML template colors, fonts, layout Email Template** - Adjust branding and messaging Form Fields** - Adapt to your specific registration needs QR Code Content** - Customize verification data Storage Location** - Choose different Drive folders Tracking Fields** - Add custom data to Google Sheets 🔐 Privacy & Security Email addresses verified before certificate issuance Secure OAuth2 authentication for all Google services No sensitive data stored in workflow GDPR-compliant data handling Certificates stored in private Google Drive 📱 Mobile Responsive Professional emails display perfectly on all devices QR codes optimized for mobile scanning Certificates viewable on phones and tablets Download links work seamlessly everywhere 🏆 Why This Workflow Stands Out Unlike basic registration confirmations, this workflow: Validates emails before generating certificates** (saves resources) Creates actual PDF documents** (not just email confirmations) Includes QR codes for event check-in** (reduces venue queues) Maintains dual tracking** (successful + failed attempts) Provides shareable Drive links** (easy resending) Works 24/7 automatically** (no manual intervention) 🎓 Learning Opportunities This workflow demonstrates: Conditional branching based on API responses Data merging from multiple sources HTML to PDF conversion Dynamic content generation Error handling and logging Professional email template design QR code integration Cloud storage automation 💬 Support & Customization Perfect for n8n beginners and experts alike: Detailed sticky notes** explain every step Clear node naming** makes it easy to understand Modular design** allows easy modifications Well-documented code** in function nodes Example data** included for testing 🌟 Get Started Import the workflow JSON Connect your credentials (Jotform, VerifiEmail, Google) Create your registration form Customize the certificate design Test with a sample registration Activate and watch it work! Tags: #events #certificates #automation #email-verification #pdf-generation #registration #workshops #training #conferences #qr-codes Category: Marketing & Events Difficulty: Intermediate

This workflow transforms your Meta Ads creatives into a rich dataset of actionable insights. It's designed for data-driven marketers, performance agencies, and analysts who want to move beyond basic metrics and understand the specific visual and textual elements that drive ad performance. By automatically analyzing every video and image with Google's powerful AI (Video Intelligence and Vision APIs), it systematically deconstructs your creatives into labeled data, ready for correlation with campaign results. Use Case You know some ads perform better than others, but do you know why? Is it the presence of a person, a specific object, the on-screen text, or the spoken words in a video? Answering these questions manually is nearly impossible at scale. This workflow automates the deep analysis process, allowing you to: Automate Creative Analysis:** Stop guessing and start making data-backed decisions about your creative strategy. Uncover Hidden Performance Drivers:** Identify which objects, themes, text, or spoken phrases correlate with higher engagement and conversions. Build a Structured Creative Database:** Create a detailed, searchable log of every element within your ads for long-term analysis and trend-spotting. Save Countless Hours:** Eliminate the tedious manual process of watching, tagging, and logging creative assets. How it Works The workflow is triggered on a schedule and follows a clear, structured path: 1. Configuration & Ad Ingestion: The workflow begins on a schedule (e.g., weekly on Monday at 10 AM). It starts by fetching all active ads from a specific Meta Ads Campaign, which you define in the Set Campaign ID node. 2. Intelligent Branching (Video vs. Image): An IF node inspects each creative to determine its type. Video creatives** are routed to the Google Video Intelligence API pipeline. Image creatives** are routed to the Google Vision API pipeline. 3. The Video Analysis Pipeline: For each video, the workflow gets a direct source URL, downloads the file, and converts it to a Base64 string. It then initiates an asynchronous analysis job in the Google Video Intelligence API, requesting LABEL_DETECTION, SPEECH_TRANSCRIPTION, and TEXT_DETECTION. A loop with a wait timer periodically checks the job status until the analysis is complete. Finally, a Code node parses the complex JSON response, structuring the annotations (like detected objects with timestamps or full speech transcripts) into clean rows. 4. The Image Analysis Pipeline: For each image, the file is downloaded, converted to Base64, and sent to the Google Vision API. It requests a wide range of features, including label, text, logo, and object detection. A Code node parses the response and formats the annotations into a standardized structure. 5. Data Logging & Robust Error Handling: All successfully analyzed data from both pipelines is appended to a primary Google Sheet. The workflow is built to be resilient. If an error occurs (e.g., a video fails to be processed by the API, or an image URL is missing), a detailed error report is logged to a separate errors sheet in your Google Sheet, ensuring no data is lost and problems are easy to track. Setup Instructions To use this template, you need to configure a few key nodes. 1. Credentials: Connect your Meta Ads account. Connect your Google account. This account needs access to Google Sheets and must have the Google Cloud Vision API and Google Cloud Video Intelligence API enabled in your GCP project. 2. The Set Campaign ID Node: This is the primary configuration step. Open this Set node and replace the placeholder value with the ID of the Meta Ads campaign you want to analyze. 3. Google Sheets Nodes: You need to configure two Google Sheets nodes: Add Segments data:** Select your spreadsheet and the specific sheet where you want to save the successful analysis results. Ensure your sheet has the following headers: campaign_id, ad_id, creative_id, video_id, file_name, image_url, source, annotation_type, label_or_text, category, full_transcript, confidence, start_time_s, end_time_s, language_code, processed_at_utc. Add errors:** Select your spreadsheet and the sheet you want to use for logging errors (e.g., a sheet named "errors"). Ensure this sheet has headers like: error_type, error_message, campaign_id, ad_id, creative_id, file_name, processed_at_utc. 4. Activate the Workflow: Set your desired frequency in the Run Weekly on Monday at 10 AM (Schedule Trigger) node. Save and activate the workflow. Further Ideas & Customization This workflow provides the "what" inside your creatives. The next step is to connect it to performance. Build a Performance Analysis Workflow:** Create a second workflow that reads this Google Sheet, fetches performance data (spend, clicks, conversions) for each ad_id from the Meta Ads API, and merges the two datasets. This will allow you to see which labels correlate with the best performance. Create Dashboards:** Use the structured data in your Google Sheet as a source for a Looker Studio or Tableau dashboard to visualize creative trends. Incorporate Generative AI:** Add a final step that sends the combined performance and annotation data to an LLM (like in the example you provided) to automatically generate qualitative summaries and recommendations for each creative. Add Notifications:** Use the Slack or Email nodes to send a summary after each run, reporting how many creatives were analyzed and if any errors occurred.