Workflow Templates

Your inbox is overflowing with daily newsletters: Public Affairs, ESG, Legal, Finance, you name it. You want to stay informed, but reading 10 emails every morning? Impossible. What if you could get one single digest summarizing everything that matters, automatically? ❌ No more copy-pasting text into ChatGPT ❌ No more scrolling through endless email threads ✅ Just one smart, structured daily briefing in your inbox Who Is This For Public Affairs Teams: Stay ahead of political and regulatory updates—without drowning in emails. Executives & Analysts: Get daily summaries of key insights from multiple newsletters. Marketing, Legal, or ESG Departments: Repurpose this workflow for your own content sources. How It Works Gmail collects all newsletters from the day (based on sender or label). HTML noise and formatting are stripped automatically. Long texts are split into chunks and logged in Google Sheets. An AI Agent (Gemini or OpenAI) summarizes all content into one clean daily digest. The workflow structures the summary into an HTML email and sends it to your chosen recipients. Setup Guide • You’ll need Gmail and Google Sheets credentials. • Add your own AI Model (e.g., Gemini or OpenAI) with an API key. • Adjust the prompt inside the “Public Affairs Consultant” node to fit your topic (e.g., Legal, Finance, ESG, Marketing). • Customize the email subject and design inside the “Structure HTML-Mail” node. • Optional: Use Memory3 to let the AI learn your preferred tone and style over time. Cost & Runtime Runs once per day. Typical cost: ~$0.10–0.30 per run (depending on model and input length). Average runtime: <2 minutes.

This workflow automates brand monitoring on X by analyzing both the text and the images in posts. It uses multi-modal AI to score brand relevance, filters out noise, logs important mentions in Airtable, and sends real-time alerts to a Telegram group for high-priority posts. What it does Traditional brand monitoring tools often miss the most authentic user content because they only track text. They can't "see" your logo in a photo or your product featured in a video without a direct keyword mention. This workflow acts as an AI agent that overcomes this blind spot. It finds mentions of your brand on X and then uses Google Gemini's multi-modal capabilities to perform a comprehensive analysis of both the text and any attached images. This allows it to understand the full context of a mention, score its relevance to your brand, and take the appropriate action, creating a powerful "visual intelligence" system. How it works The workflow runs on a schedule to find, analyze, and triage brand mentions. Get New Tweets: The workflow begins by using an Apify actor to scrape X for recent posts based on a defined set of search terms (e.g., Tesla OR $TSLA). It then filters these results to find unique mentions not already processed. Check for Duplicates: It cross-references each found tweet with an Airtable base to ensure it hasn't been analyzed before, preventing duplicate work. Analyze Post Content: For each new, unique post, the workflow performs two parallel analyses using Google Gemini: Analyze the Photos: The AI examines the images in the post to describe the scene, identify logos or products, and determine the visual mood. Analyze the Text: A separate AI call analyzes the text of the post to understand its context and sentiment. Final Relevance Check: A "Head Strategist" AI node receives the outputs from both the visual and text analyses. It synthesizes this information to assign a final brand relevance score from 1 to 10. Triage and Action: Based on this score, the workflow automatically triages the post: High Relevance (Score > 7): The post is logged in the Airtable base, and an instant, detailed alert is sent to a Telegram monitoring group. Medium Relevance (Score 4-7): The post is quietly logged in Airtable for later strategic review. Low Relevance (Score < 4): The post is ignored, effectively filtering out noise. Setup Instructions To get this workflow running, you will need to configure your Airtable base and provide credentials for Apify, Google, and Telegram. Required Credentials Apify: You will need an Apify API Token to run the X scraper. Airtable: You will need Airtable API credentials to connect to your base. Google AI: You will need credentials for the Google AI APIs to use the Gemini models. Telegram: You will need a Bot Token and the Chat ID for the channel where you want to receive high-relevance alerts. Of course. Based on the Config node parameters you provided, the setup process is much more centralized. Here is the corrected and rewritten "Step-by-Step Configuration" section. Of course. Here is the rewritten "Step-by-Step Configuration" section with the link to the advanced search documentation. Step-by-Step Configuration Set up Your Airtable Base: Before configuring the workflow, create a new table in your Airtable base. For the workflow to function correctly, this table must contain fields to store the analysis results. Create fields with the following names: postId, postURL, postText, postDateCreated, authorUsername, authorName, sentiment, relevanceScore, relevanceReasoning, mediaPhotosAnalysis, and status. Once the table is created, have your Base ID and Table ID ready to use in the Config node. Edit the Config Node: The majority of the setup is handled in the first Config node. Click on it and edit the following parameters in the "Expressions" tab: searchTerms: Replace the example with the keywords, hashtags, and accounts you want to monitor. The field supports advanced search operators for complex queries. For a full list of available parameters, see the Twitter Advanced Search documentation. airtableBaseId: Paste your Airtable Base ID here. airtableTableId: Paste your Airtable Table ID here. lang: Set the two-letter language code for the posts you want to find (e.g., "en" for English). min_faves: Set the minimum number of "favorites" a post should have to be considered. tweetsToScrape: Define the maximum number of posts the scraper should find in each run. actorId: This is the specific Apify actor for scraping X. You can leave this as is unless you intend to use a different one. Configure the Telegram Node: In the final node, "Send High Relevance Posts to Monitoring Group", you need to manually set the destination for the alerts. Enter the Chat ID for your Telegram group or channel. How to Adapt the Template This workflow is a powerful framework that can be adapted for various monitoring needs. Change the Source:* Replace the *Apify** node with a different trigger or data source. You could monitor Reddit, specific RSS feeds, or a news API for mentions. Customize the AI Logic:* The core of this workflow is in the AI prompts. You can edit the prompts in the *Google Gemini** nodes to change the analysis criteria. For example, you could instruct the AI to check for specific competitor logos, analyze the sentiment of comments, or identify if the post is from an influential account. Modify the Scoring:** Adjust the logic in the "Switch" node to change the thresholds for what constitutes a high, medium, or low-relevance post to better fit your brand's needs. Change the Actions:* Replace the *Telegram** node with a different action. Instead of sending an alert, you could: Create a ticket in a customer support system like Zendesk or Jira. Send a summary email to your marketing team. Add the post to a content curation tool or a social media management platform.

Intelligent chatbot with custom knowledge base Who's it for Businesses, developers, and organizations who need a customizable AI chatbot for internal documentation access, customer support, e-commerce assistance, or any use case requiring intelligent conversation with access to specific knowledge bases. What it does This workflow creates a fully customizable AI chatbot that can be deployed on any platform supporting webhook triggers (websites, Slack, Teams, etc.). The chatbot accesses a personalized knowledge base stored in Supabase and can perform advanced actions like sending emails, scheduling appointments, or updating databases beyond simple conversation. How it works The workflow combines several powerful components: Webhook Trigger: Accepts messages from any platform that supports webhooks AI Agent: Processes user queries with customizable personality and instructions Vector Database: Searches relevant information from your Supabase knowledge base Memory System: Maintains conversation history for context and traceability Action Tools: Performs additional tasks like email sending or calendar booking Technical architecture Chat trigger connects directly to AI Agent Language model, memory, and vector store all connect as tools/components to the AI Agent Embeddings connect specifically to the Supabase Vector Store for similarity search Requirements Supabase account and project AI model API key (any LLM provider of your choice) OpenAI API key (for embeddings - this is covered in Cole Medin's tutorial) n8n built-in PostgreSQL access (for conversation memory) Platform-specific webhook configuration (optional) How to set up Step 1: Configure your trigger The template uses n8n's default chat trigger For external platforms: Replace with webhook trigger and configure your platform's webhook URL Supported platforms: Any service with webhook capabilities (websites, Slack, Teams, Discord, etc.) Step 2: Set up your knowledge base For creating and managing your vector database, follow this comprehensive guide: Watch Cole Medin's tutorial on document vectorization This video shows how to build a complete knowledge base on Supabase The tutorial covers document processing, embedding creation, and database optimization Important: The video explains the OpenAI embeddings configuration required for vector search Step 3: Configure the AI agent Define your prompt: Customize the agent's personality and role Example: "You are the virtual assistant for example.com. Help users by answering their questions about our products and services." Select your language model: Choose any AI provider you prefer (OpenAI, Anthropic, Google, etc.) Set behavior parameters: Define response style, tone, and limitations Step 4: Connect Supabase Vector Store Add the "Supabase Vector Store" tool to your agent Configure your Supabase project credentials Mode: Set to "retrieve-as-tool" for automatic agent integration Tool Description: Customize description (default: "Database") to describe your knowledge base Table configuration: Specify the table containing your knowledge base (example shows "growth_ai_documents") Ensure your table name matches your actual knowledge base structure Multiple tables: You can connect several tables for organized data structure The agent will automatically decide when to search the knowledge base based on user queries Step 5: Set up conversation memory (recommended) Use "Postgres Chat Memory" with n8n's built-in PostgreSQL credentials Configure table name: Choose a name for your chat history table (will be auto-created) Context Window Length: Set to 20 messages by default (adjustable based on your needs) Benefits: Conversation traceability and analytics Context retention across messages Unique conversation IDs for user sessions Stored in n8n's database, not Supabase How to customize the workflow Basic conversation features Response style: Modify prompts to change personality and tone Knowledge scope: Update Supabase tables to expand or focus the knowledge base Language support: Configure for multiple languages Response length: Set limits for concise or detailed answers Memory retention: Adjust context window length for longer or shorter conversation memory Advanced action capabilities The chatbot can be extended with additional tools for: Email automation: Send support emails when users request assistance Calendar integration: Book appointments directly in Google Calendar Database updates: Modify Airtable or other databases based on user interactions API integrations: Connect to external services and systems File handling: Process and analyze uploaded documents Platform-specific deployments Website integration Replace chat trigger with webhook trigger Configure your website's chat widget to send messages to the n8n webhook URL Handle response formatting for your specific chat interface Slack/Teams deployment Set up webhook trigger with Slack/Teams webhook URL Configure response formatting for platform-specific message structures Add platform-specific features (mentions, channels, etc.) E-commerce integration Connect to product databases Add order tracking capabilities Integrate with payment systems Configure support ticket creation Results interpretation Conversation management Chat history: All conversations stored in n8n's PostgreSQL database with unique IDs Context tracking: Agent maintains conversation flow and references previous messages Analytics potential: Historical data available for analysis and improvement Knowledge retrieval Semantic search: Vector database returns most relevant information based on meaning, not just keywords Automatic decision: Agent automatically determines when to search the knowledge base Source tracking: Ability to trace answers back to source documents Accuracy improvement: Continuously refine knowledge base based on user queries Use cases Internal applications Developer documentation: Quick access to technical guides and APIs HR support: Employee handbook and policy questions IT helpdesk: Troubleshooting guides and system information Training assistant: Learning materials and procedure guidance External customer service E-commerce support: Product information and order assistance Technical support: User manuals and troubleshooting Sales assistance: Product recommendations and pricing FAQ automation: Common questions and instant responses Specialized implementations Lead qualification: Gather customer information and schedule sales calls Appointment booking: Healthcare, consulting, or service appointments Order processing: Take orders and update inventory systems Multi-language support: Global customer service with language detection Workflow limitations Knowledge base dependency: Quality depends on source documentation and embedding setup Memory storage: Requires active n8n PostgreSQL connection for conversation history Platform restrictions: Some platforms may have webhook limitations Response time: Vector search may add slight delay to responses Token limits: Large context windows may increase API costs Embedding costs: OpenAI embeddings required for vector search functionality

Here’s a clean, English-only template description you can paste into the n8n “Description” field. Overview This workflow analyzes customer survey responses, groups them by sentiment (positive / neutral / negative), generates themes and insights with an AI agent, and delivers a consolidated report to your destinations (Google Sheets, Slack). It runs on a daily schedule and uses batch-based AI analysis for accuracy. Flow: Schedule → Fetch from Sheets → Group & batch (Code) → AI analysis → Aggregate → Save/Notify (Sheets, Slack) What You’ll Need A survey data source (Google Sheets recommended) AI model credentials (e.g., OpenAI or OpenRouter) Optional destinations: Google Sheets (summary sheet), Slack channel Setup Data source (Google Sheets) In Get Survey Responses, replace YOUR_SHEET_ID and YOUR_SHEET_NAME with your sheet details. Ensure the sheet includes columns like: 満足度 (Rating), 自由記述コメント (Comment), 回答日時 (Timestamp). AI model Add credentials to your preferred LLM node (OpenAI/OpenRouter). Keep the prompt’s JSON-only requirement so the structured parser can consume it reliably. Destinations Save to Sheet: set your output documentId / sheetName. Slack: set the target channelId on the Slack node. How It Works Daily Schedule Trigger — starts the workflow at your chosen time. Get Survey Responses (Sheets) — reads survey data. Group & Prepare Data (Code) — classifies by rating (>=4: positive, =3: neutral, <3: negative) and creates batches (max 50 per batch). Loop Over Batches — feeds each sentiment batch to the AI separately for cleaner signals. Analyze Survey Batch (AI Agent) — returns structured JSON: themes, insights, recommendations. Add Metadata (Code) — attaches original sentiment and item counts to each AI result. Aggregate Results (Code) — merges all batches; outputs Top Themes, Key Insights, Priority Recommendations, and an Executive Summary. Save to Sheet / Slack — appends the summary to a sheet and posts highlights to Slack. Data Assumptions (Columns) Your source should include at least: 満足度 (Rating) — integer 1–5 自由記述コメント (Comment) — string 回答日時 (Timestamp) — ISO string or date Outputs Consolidated summary** containing: Top themes (with example quotes) Key insights Priority recommendations Executive summary Destinations**: Google Sheets (one row per run) and Slack (high-level highlights) Customize Adjust sentiment thresholds (e.g., require >=5 for positive) or batch size (default 50) in the Code node. Tailor the AI prompt or the output JSON schema to your domain. Add more outputs (CSV export, database insert, additional channels) in parallel after the Aggregate step. Before You Run (Checklist) [ ] Add credentials for Sheets / AI / Slack in Credentials [ ] Update documentId, sheetName, and Slack channelId [ ] Confirm your column names match the Code node references [ ] Verify schedule time and timezone (e.g., Asia/Tokyo) Troubleshooting Parser errors on AI output: ensure the model response is **JSON-only; reduce temperature or simplify schema if needed. Only some batches run**: check batch size in Loop and ensure each sentiment bucket actually contains responses. No output to Sheets/Slack**: verify credentials, IDs, and required fields; confirm permissions. Security & Template Notes Do not include credentials in the template file. Users add their own after import. Use Sticky Notes to document Overview, Setup, Processing Logic, and Output choices. This template already includes guideline-friendly notes.

Overview Get a weekly report on website traffic driven by large language models (LLMs) such as ChatGPT, Perplexity, and Gemini. This workflow helps you track how these tools bring visitors to your site. A weekly snapshot can guide better content and marketing decisions. How it works The trigger runs every Monday. Pull the number of sessions on your website by source/medium from Google Analytics. The code node uses the following regex to filter referral traffic from AI providers like ChatGPT, Perplexity, and Gemini: /^.openai.|.copilot.|.chatgpt.|.gemini.|.gpt.|.neeva.|.writesonic.|.nimble.|.outrider.|.perplexity.|.google.bard.|.bard.google.|.bard.|.edgeservices.|.astastic.|.copy.ai.|.bnngpt.|.gemini.google.$/i; Combine the filtered sessions into one list so they can be processed by an LLM. Generate a short report using the filtered data. Email the report to yourself. Setup Get or connect your OpenAI API key and set up your OpenAI credentials in n8n. Enable Google Analytics and Gmail API access in the Google Cloud Console. (Read more here). Set up your Google Analytics and Gmail credentials in n8n. If you're using the cloud version of n8n, you can log in with your Google account to connect them easily. In the Google Analytics node, add your credentials and select the property for the website you’re working with. Alternatively, you can use your property ID, which can be found in the Google Analytics admin panel under Property > Property Details. The property ID is shown in the top-right corner. Add this to the property field. Under Metrics, select the metric you want to measure. This workflow is configured to use sessions, but you can choose others. Leave the dimension as-is, since we need the source/medium dimension to filter LLMs. (Optional) To expand the list of LLMs being filtered, adjust the regex in the code node. You can do this by copying and pasting one of the existing patterns and modifying it. Example: |.example.| The LLM node creates a basic report. If you’d like a more detailed version, adjust the system prompt to specify the details or formatting you want. Add your email address to the Gmail node so the report is delivered to your inbox. Requirements OpenAI API key for report generation Google Analytics API enabled in Google Cloud Console Gmail API enabled in Google Cloud Console Customizing this workflow The regex used to filter LLM referral traffic can be expanded to include specific websites. The system prompt in the AI node can be customized to create a more detailed or styled report.

Stop watching long videos, start listening to concise summaries. This workflow transforms any YouTube video URL sent via Telegram into a high-quality, spoken audio summary (MP3) and a structured text overview. It acts as your personal AI research assistant, turning lengthy content into bite-sized audio files that you can consume on the go. It leverages Decodo for robust transcript extraction, Google Gemini for intelligent summarization, and OpenAI for realistic text-to-speech generation. ✨ Features Telegram-First Interface:** Send links and receive audio directly in your chat app. Smart Validation:** Automatically checks if the link is a valid YouTube URL before processing to save API credits. Multi-Language Support:** Easily configure the output language (English, Spanish, German, etc.) via a simple Config node. The AI will translate and speak in this language. Robust Error Handling:** Gracefully handles videos with no captions/transcripts by notifying the user instead of breaking the workflow. Structured Data Extraction:** Uses AI to extract the Genre, Title, and Summary alongside the audio file. ⚙️ How it Works Trigger: You send a YouTube URL to your Telegram Bot. Validate: The workflow checks the URL pattern using Regex. Extract: Decodo scrapes the video page to retrieve the full transcript JSON. Process: A Code node flattens the complex JSON into a readable text format. Summarize: Google Gemini (2.5 Flash) analyzes the text and writes a script optimized for listening. Speak: OpenAI converts the script into a high-definition MP3 file. Deliver: The bot replies with the Audio File and a formatted text summary including the genre tags and original link. 📥 Decodo Node Installation The Decodo node is used in this workflow for fetching the YouTube Transcript. Find the Node: Click the + button in your n8n canvas. Search: Search for the Decodo node and select it. Credentials: When configuring the first Decodo node, use your API key (obtained with the 80% discount coupon). Setup: Open the Decodo (Fetch YouTube Transcript) node to ensure it is correctly targeting the YouTube service. 🎁 Exclusive Deal for n8n Users To run this workflow, you require a robust scraping provider. We have secured a massive discount for Decodo users: Get 80% OFF the 23k Advanced Scraping API plan. Coupon Code: ATTAN8N Sign Up Here: Claim 80% Discount on Decodo ➕ How to Adapt the Template This workflow is highly flexible and can be modified for various content tasks: Change AI Model:* Easily swap the *Google Gemini Chat Model* node with an *OpenAI* or *Anthropic (Claude)** node without altering the core logic. Create Long-Form Drafts:** Modify the AI System Prompt to generate a full 1,000-word blog post draft or a set of social media updates instead of a short audio script. Change Destination:* Replace the *Telegram* nodes with *Slack, **Microsoft Teams, Email (Gmail/SMTP), or Discord to deliver the audio and summary to your preferred channel. Create an Archive:* Connect the successful output to a *Google Sheets* or *Airtable** node to keep a searchable archive of every video summary created.

Description Automatically consolidate Zendesk and Freshdesk ticket data into a unified performance dashboard with KPI calculations, Google Sheets logging, real-time Slack alerts, and weekly Gmail email reports. Provides complete visibility into support operations, SLA compliance, and customer satisfaction across multiple platforms. 📊💬📧 What This Template Does Runs weekly on schedule to fetch tickets from both Zendesk and Freshdesk. ⏰ Merges ticket data into a standardized JSON structure with normalized priorities, statuses, and channels. 🔄 Logs all tickets and metadata into Google Sheets for audit-ready performance tracking. 📑 Calculates advanced KPIs including resolution rates, SLA breaches, CSAT score estimation, urgent ticket rates, and performance grading. 📊 Evaluates alert conditions (e.g., high SLA breach, low CSAT, backlog risk). 🚨 Sends formatted Slack alerts with performance grades, key metrics, and recommendations. 💬 Generates corporate-style HTML weekly reports and delivers them via Gmail. 📧 Key Benefits Unifies Zendesk and Freshdesk data into one consistent reporting flow. 🌐 Provides actionable KPIs for SLA monitoring, customer satisfaction, and backlog health. ⏱️ Ensures leadership visibility with Google Sheets logs and professional email reports. 🧾 Alerts the support team instantly on Slack when performance drops. 🚨 Reduces manual data analysis with automated grading and recommendations. 🤖 Features Multi-Platform Ticket Integration – Fetches tickets from Zendesk and Freshdesk. 🎫 Data Normalization – Cleans descriptions, maps priorities/statuses, and detects escalations. 🧼 Google Sheets Logging – Tracks tickets with IDs, URLs, tags, timestamps, and metadata. 📈 KPI Calculation Engine – Computes SLA breach rate, resolution rate, CSAT, escalation %, and more. 🧮 Performance Grading – Grades support performance (A–D) with detailed descriptions. 🏅 Slack Alerts – Notifies with active alerts, recommendations, and emoji-based health signals. 📢 Weekly Gmail Reports – Delivers branded HTML reports for management and audits. ✨ Requirements n8n instance (cloud or self-hosted). Zendesk API credentials with ticket read access. Freshdesk API credentials with ticket read access. Google Sheets OAuth2 credentials with spreadsheet write permissions. Slack Bot API credentials with posting permissions. Gmail OAuth2 credentials with send email permissions. Pre-configured Google Sheet for KPI logging. Target Audience Support managers overseeing multi-platform ticketing systems. 👩‍💻 Customer success teams monitoring SLA compliance and CSAT health. 🚀 SMBs running Zendesk + Freshdesk who need unified dashboards. 🏢 Remote/global support teams needing automated KPI visibility. 🌐 Executives requiring weekly performance reports and recommendations. 📈 Step-by-Step Setup Instructions Connect Zendesk, Freshdesk, Google Sheets, Slack, and Gmail credentials in n8n. 🔑 Update the Google Sheet ID in the “Log KPIs in Google Sheets” node. 📊 Configure Slack channel ID for alerts (default: zendesk-churn-alerts). 💬 Replace {Enter Your Email} in the Gmail node with your recipient email. 📧 Adjust thresholds in the KPI calculation node (default: 4h response, 24h resolution). ⏱️ Test with sample tickets to validate Sheets logging, Slack alerts, and Gmail reports. ✅ Deploy on schedule (default: weekly at 8 PM) for continuous tracking. 🗓️

Advanced Form Submission to CRM Automation with International Phone Support Who's it for Sales teams, marketing professionals, and business owners who need sophisticated lead management with international phone number support, automated CRM record creation, intelligent duplicate detection, and multi-channel team notifications. What it does This advanced workflow automatically processes form submissions from your website and creates a complete, intelligent CRM structure in Pipedrive. It transforms raw form data into organized sales records including companies, contacts, deals, and relevant notes while handling international phone number formatting and providing real-time team notifications via Discord and WhatsApp messaging. How it works The workflow follows an intelligent automation process with four distinct scenarios: Form Trigger: Captures form submissions from your website (Webflow in this example) Advanced Phone Processing: Automatically detects and formats international phone numbers with proper country codes for 20+ countries including France, Belgium, Switzerland, Germany, Spain, Italy, Morocco, Algeria, Tunisia, and more Intelligent CRM Logic: Uses a sophisticated 4-scenario approach: Scenario A: Existing Organization + Existing Person - Links records and creates new deal Scenario B: Existing Organization + New Person - Creates person, links to organization, creates deal Scenario C: New Organization + Existing Person - Creates organization, links person, creates deal Scenario D: New Organization + New Person - Creates complete new structure from scratch Enhanced Data Management: Adds lead source tracking, custom properties, and conditional data enhancement Multi-Channel Communication: Sends formatted alerts to Discord and personalized WhatsApp messages to leads Requirements Webflow account (or any platform that supports webhook triggers) Pipedrive CRM account with proper API credentials Team notification service: Discord, Slack, Microsoft Teams, email service, or any webhook-compatible notification tool WhatsApp Business API access for lead messaging International phone number handling capability How to set up Step 1: Configure your form trigger Default setup: The template uses Webflow Form Trigger with site ID configuration Alternative platforms: Replace with webhook trigger for other platforms (WordPress, custom websites, etc.) Webhook configuration: Set up your website's form to send data to the n8n webhook URL Form fields: Ensure your form captures the necessary fields: Prénom (First Name) Nom (Last Name) Entreprise (Company) Mail professionnel (Professional Email) Téléphone pro (Professional Phone) URL du site internet (Website URL) Message Step 2: Configure API credentials Set up the following credentials in n8n: Webflow OAuth2: For form trigger authentication (or webhook authentication for other platforms) Pipedrive API: For CRM record creation and management - ensure proper permissions for organizations, persons, deals, and notes Discord Bot API: For team notifications with guild and channel access WhatsApp Business API: For automated lead messaging with phone number ID configuration Step 3: Customize international phone formatting The "international dialing code" node automatically handles: European countries: France (+33), Belgium (+32), Switzerland (+41), Germany (+49), Spain (+34), Italy (+39), Portugal (+351) North African countries: Morocco (+212), Algeria (+213), Tunisia (+216) Global coverage: US/Canada (+1), UK (+44), and many Asian countries Fallback handling: Defaults to French formatting for unrecognized patterns Error management: Uses +330000000000 as fallback for invalid numbers Step 4: Configure Pipedrive settings Adjust Pipedrive-specific settings in deal creation nodes: Deal pipeline stage: Currently set to default stage (customize for your pipeline) Deal ownership: Configure owner_id for appropriate team member assignment Currency settings: Adjust currency code for your business region Custom properties: Lead source automatically set to "Growth AI" (customize as needed) Step 5: Set up team notifications Configure your preferred notification system: Discord (default): Set guild ID: 1377297267014504520, channel ID: 1380469490139009106 Alternative platforms: Replace Discord node with Slack, Teams, email, or custom webhook Message formatting: Customize notification content and structure Multi-channel setup: Add multiple notification nodes for different channels Step 6: Configure WhatsApp messaging Set up automated lead engagement: Phone number ID: Configure WhatsApp Business API phone number (currently: 752773604591912) Message personalization: Uses prospect's first name and customizable content International compatibility: Works with formatted international phone numbers Message templates: Customize welcome messages and follow-up content How to customize the workflow Form platform integration Webflow: Use the existing Webflow trigger with site ID configuration WordPress: Replace with webhook trigger and configure Contact Form 7, Gravity Forms, or WPForms Custom websites: Set up webhook trigger with your form's POST endpoint Landing page builders: Configure webhook integration (Unbounce, Leadpages, Instapage, etc.) Form field mapping: Adjust the "Data refinement" node for your specific form structure Advanced CRM customization Pipeline management: Configure different stage IDs for various lead sources Lead scoring: Add conditional logic for deal values based on form responses Custom fields: Map additional form fields to Pipedrive custom properties Multiple pipelines: Route different form types to different sales pipelines Ownership rules: Implement round-robin or territory-based assignment logic International phone number expansion The phone formatting system supports extensive customization: Additional countries: Add new country patterns to the JavaScript code Regional preferences: Modify default formatting rules for specific regions Validation rules: Implement stricter phone number validation Carrier detection: Add mobile vs. landline detection logic Notification enhancements Multi-platform notifications: Send to Discord, Slack, Teams, and email simultaneously Conditional notifications: Route different lead types to different channels Rich formatting: Add embeds, attachments, or rich text formatting Escalation rules: Implement priority-based notification routing Integration expansion: Connect to internal tools or third-party notification services Data validation and enrichment Email validation: Add email verification steps before CRM creation Company enrichment: Integrate with data enrichment services (Clearbit, ZoomInfo, Apollo) Duplicate detection: Enhanced logic to check for existing contacts across multiple fields Lead qualification: Implement sophisticated scoring based on form responses and external data Data cleaning: Add standardization for company names, job titles, and other fields Advanced conditional logic features Intelligent scenario routing The workflow uses sophisticated logic to determine the correct processing path: Organization detection: Exact matching search for existing companies Person identification: Full name matching within relevant organization contexts Relationship preservation: Maintains proper links between organizations, persons, and deals Data consistency: Ensures no duplicate records while preserving historical relationships Smart data handling Enhanced conditional processing includes: Phone number intelligence: Automatic international formatting with country detection Message processing: Creates deal notes only when message field contains meaningful content URL handling: Adds website URLs as separate notes when provided Empty field management: Gracefully handles incomplete form submissions Custom property management: Adds lead source tracking and other metadata Error handling and resilience Graceful failures: Workflow continues even if individual steps fail Data validation: Comprehensive checks for required fields before processing Notification reliability: Ensures team is notified even if some CRM operations fail Logging capabilities: Detailed error tracking for troubleshooting Rollback mechanisms: Ability to handle partial failures without data corruption Results interpretation CRM structure created For each form submission, the workflow creates: Organization record: Complete company information with proper formatting Person record: Contact information linked to correct organization with phone formatting Deal record: Sales opportunity with appropriate stage, owner, and metadata Enhanced notes: Separate notes for messages and website URLs when provided Proper relationships: Full linking between organization, person, and deal records Custom tracking: Lead source attribution and other custom properties Team notifications and engagement Comprehensive communication includes: Discord notifications: Formatted team alerts with complete prospect information WhatsApp engagement: Personalized messages to leads with international number support Immediate alerts: Real-time notifications for instant follow-up capability Formatted display: Clean, organized presentation of all prospect data Multi-channel flexibility: Easy adaptation to any notification platform Advanced use cases International lead generation Global forms: Handle submissions from multiple countries with proper phone formatting Multi-language support: Process forms in different languages with consistent data structure Regional routing: Route leads to appropriate regional sales teams based on phone country codes Currency handling: Automatic currency assignment based on detected country Sophisticated lead management Lead scoring: Advanced qualification based on company size, industry, and message content Progressive profiling: Build complete prospect profiles over multiple interactions Engagement tracking: Monitor response rates and optimize messaging Attribution analysis: Track lead sources and optimize marketing spend Enterprise integration Custom CRM fields: Map to complex Pipedrive custom field structures Multiple pipelines: Route leads to different sales processes based on criteria Team assignment: Intelligent routing based on territory, expertise, or workload Compliance handling: Ensure data processing meets regional privacy requirements Workflow architecture details Processing phases Form capture and data extraction: Webflow trigger processes submitted data International phone formatting: Advanced JavaScript processing for global numbers Organization discovery: Intelligent search and creation logic Person management: Sophisticated duplicate detection and relationship management Deal creation: Context-aware opportunity generation with proper associations Enhanced communication: Multi-channel notifications and lead engagement Performance characteristics Processing time: Typically completes within 10-15 seconds for complex scenarios Reliability: Built-in error handling ensures high success rates Scalability: Handles high-volume form submissions without performance degradation Flexibility: Easy customization for different business requirements and CRM configurations Limitations and considerations Platform dependencies: Currently optimized for Webflow and Pipedrive but adaptable Phone number coverage: Supports 20+ countries but may need expansion for specific regions CRM limitations: Requires proper Pipedrive API permissions and rate limit considerations Form structure: Field mapping requires customization for different form designs Language considerations: Currently configured for French field names but easily adaptable Notification dependencies: Requires proper configuration of Discord and WhatsApp APIs for full functionality

🔧 AI-Powered Auto-Maintenance System for n8n Transform your n8n instance management with this advanced automation system featuring artificial intelligence-driven workflow selection. This template provides comprehensive maintenance operations with smart filtering capabilities. ✨ Key Features 🤖 Artificial Intelligence Engine Multi-criteria scoring system for intelligent workflow selection Semantic analysis for business-critical pattern recognition Automated decision-making with configurable thresholds 🎯 Core Maintenance Operations Security Audits**: Automated vulnerability scanning with Google Sheets reporting Smart Pause/Resume**: Intelligent workflow suspension during maintenance windows AI Backup Creation**: Selective duplication of high-value workflows Intelligent Export**: Comprehensive system backups with metadata 🔐 Enterprise Security Token-based authentication with request validation Protected workflow safeguards (never modifies critical systems) Comprehensive error handling and logging ⚡ Automation & Scheduling Configurable maintenance schedules (daily, weekly, monthly) Webhook-driven operations for external integration Real-time monitoring and statistics 🎯 Perfect For DevOps Teams**: Streamline n8n maintenance operations Enterprise Users**: Manage large-scale workflow environments System Administrators**: Automated security and backup management Advanced Users**: Leverage AI for intelligent workflow management 🚀 Quick Setup Import the template Configure 4 credentials (n8n API, Google Sheets, Google Drive, Webhook Auth) Set your security token and Google Sheet ID Activate and enjoy automated maintenance! 🧠 AI Intelligence Highlights The system evaluates workflows using 6+ criteria including activity status, complexity, priority tags, business criticality, and recent updates. Workflows are automatically scored and selected based on intelligent thresholds. Selection Logic: Duplicate threshold: ≥3 points (smart backup selection) Export threshold: ≥5 points (comprehensive backup) System workflows always protected 📊 Includes 25+ configured nodes with emoji naming 4 detailed markdown documentation cards Pre-configured schedules and examples Comprehensive error handling Statistical reporting and monitoring Perfect for organizations looking to implement intelligent, automated n8n maintenance with minimal manual intervention.

🧾An intelligent automation system that turns WhatsApp into your personal receipt manager — integrating Meta WhatsApp Cloud API, Google Drive, Google Sheets, and OpenAI GPT-4o-mini via n8n. 🎥 Demo: Watch the Loom walkthrough ⚙️ What It Does The AI-Powered WhatsApp Receipt Bot automates the complete invoice handling process through a conversational interface. Workflow Summary: User sends a receipt image via WhatsApp. The bot automatically downloads the media using the WhatsApp Cloud API. The image is uploaded to a Google Drive “Invoices” folder. The file is shared publicly, generating a shareable URL. The receipt is analyzed using OpenAI GPT-4o-mini to extract structured data: Store name Items purchased Payment method Total amount The extracted details are appended to a Google Sheet for record-keeping. The bot sends a human-readable summary back to WhatsApp with emojis and the invoice link. Output Example: 🏬 Store: Big Bazaar 📝 Items: Rice, Detergent, Snacks 💳 Payment: Card 💰 Total: ₹1520.75 🔗 Link: https://drive.google.com/file/d/1abcXYZ/view This system eliminates manual expense tracking, improves accuracy through OCR, and provides a seamless way to manage receipts in real time. 💡 Use Cases | Scenario | Description | | ------------------------------------- | --------------------------------------------------------------------------------------------------------------------- | | Personal Expense Management | Automatically store and categorize receipts from daily purchases. | | Business Accounting | Collect employee expense receipts through WhatsApp and centralize them in Google Sheets. | | Freelancer or Consultant Tracking | Keep a digital record of client reimbursements or software purchase receipts. | | Family Budgeting | Family members send receipts to one shared WhatsApp number, all data gets logged centrally. | | E-commerce / Delivery Teams | Drivers or delivery agents send invoices from the field to WhatsApp; data automatically goes to the accounting sheet. | 🔧 Setup 1. Accounts and Tools Needed | Tool | Purpose | Link | | -------------------------- | ------------------------------------------- | -------------------------------------------------------------------------------------------- | | Meta Developer Account | To access WhatsApp Business Cloud API | https://developers.facebook.com/apps | | Google Cloud Account | For enabling Drive and Sheets APIs | https://console.cloud.google.com | | n8n Instance | Workflow automation engine (local or cloud) | https://app.n8n.cloud | | OpenAI API Key | For GPT-4o-mini model OCR + reasoning | https://platform.openai.com/account/api-keys | 2. Meta Developer Setup (WhatsApp Cloud API) Go to Meta Developer Dashboard → My Apps → Create App → Business type. Add WhatsApp product under your app. Retrieve the following from WhatsApp > Configuration: Permanent Access Token Phone Number ID WhatsApp Business Account ID Add these credentials in n8n → Credentials → WhatsApp API. Use the same credentials for WhatsApp Trigger and Send Message nodes. Verify webhook in Meta with your n8n webhook URL. Important: In your HTTP Node, set the header as: Authorization: Bearer <access_token> Replace <access_token> with your WhatsApp Cloud API permanent token. Without this, the workflow will fail to send or receive WhatsApp messages properly. 3. Google Drive Setup Create a folder named Invoices on your Google Drive. Copy the Folder ID (found in the Drive URL). In Google Cloud Console → APIs & Services → Enable APIs: Enable Google Drive API Enable Google Sheets API Go to Credentials → Create Credentials → OAuth 2.0 Client ID. Download the credentials.json file. Upload this to n8n → Credentials → Google Drive OAuth2 API. Authorize the connection on first workflow run. 4. Google Sheets Setup Create a new Google Sheet titled Invoices. Add the following headers in Row 1: store name | discription | image_url | payment | total Copy the Sheet ID (from the URL). Add the ID under the Google Sheets Append node in n8n. Map each field to its corresponding value extracted from the OCR result. 5. OpenAI Setup Generate an API key from https://platform.openai.com/account/api-keys. Add it to n8n → Credentials → OpenAI API. Use model gpt-4o-mini in the “Analyze Image” node. Can upgrade to gpt-4o for better OCR accuracy if account supports it. 6. n8n Workflow Setup Import the provided n8n workflow JSON. Configure credentials for: WhatsApp API Google Drive OAuth2 Google Sheets OAuth2 OpenAI API Activate workflow and set webhook in Meta Developer console. Send a test receipt image to your WhatsApp Business number. The bot will automatically: Download → Upload → Extract → Log → Summarize → Reply 📊 Example Google Sheet Record | store name | discription | image_url | payment | total | | ---------- | ----------------------- | -------------------------------------------------------------------------------------------- | ------- | ------- | | Big Bazaar | Rice, Detergent, Snacks | https://drive.google.com/file/d/1abcXYZ/view | Card | 1520.75 | 🧠 Result A fully automated AI pipeline that transforms WhatsApp into a smart expense-tracking interface — integrating vision, automation, and natural language processing for zero-manual financial documentation. Support & Contact: If you face any issues during setup or execution, contact: 📧 Email: atharvapj5@gmail.com 🔗 LinkedIn: Atharva Jaiswal

🚀 How It Works Turn your WhatsApp chats into an AI-powered meeting scheduler with Google Gemini, Google Calendar, and Google Sheets. This workflow understands natural language like “Book a meeting with Ali at 3 PM tomorrow”, checks your contacts, avoids overlaps, and updates your calendar automatically all from WhatsApp. It’s a complete AI scheduling system built for founders, teams, and service providers who manage clients over chat. 🔁 Workflow Overview WhatsApp Trigger** → Captures incoming messages in real time Intent Agent (Gemini)** → Detects scheduling intent (create / edit / cancel) Google Sheets** → Finds contact names, emails, and tags Get Events** → Checks existing meetings to prevent conflicts Correction Agent + Intent Check** → Confirms details with AI Calendar Agent (Gemini)** → Executes the calendar action intelligently Create / Update / Delete Event** → Syncs instantly to Google Calendar Response Node** → Sends WhatsApp and email confirmations ⚙️ Quick Setup (⏱ ~15 min) Connect WhatsApp Cloud API – link your WhatsApp Business account Authenticate Google Calendar & Sheets – use Sheets for contacts (Name | Email | Type) Add Google Gemini API Key – used by Intent, Correction, and Calendar agents Customize Prompts – adjust tone and language in the Gemini nodes Test Your Flow – e.g., message “Schedule meeting with Ali at 10 AM Friday” to verify calendar and confirmation replies 💡 All setup details are also documented inside the workflow sticky notes. 🧩 Integrations WhatsApp Cloud API Google Calendar API Google Sheets API Google Gemini (LLM) 💡 Benefits ✅ Automates scheduling directly from WhatsApp ✅ Understands natural language requests ✅ Prevents double-bookings automatically ✅ Sends instant confirmations ✅ Saves hours of manual coordination 👥 Ideal For Entrepreneurs & consultants managing clients on WhatsApp Sales or support teams booking demos and meetings Virtual assistants and AI service providers Anyone who wants a 24/7 AI calendar manager

Transform your email workflow with this intelligent automation that drafts professional emails through Telegram commands using AI and contact retrieval. Key Features 📱 Telegram Integration: Send email requests directly from Telegram 🤖 AI-Powered Email Generation: Uses OpenAI GPT-4 to create formal, professional emails 📧 Smart Contact Retrieval: Leverages Pinecone vector database with RAG to automatically find recipient email addresses ✉️ Gmail Draft Creation: Automatically creates email drafts in your Gmail account 📋 Google Docs Integration: Sync contact data from Google Docs to vector database 🎯 Structured Email Formatting: Ensures consistent professional email format with proper recipients and formal tone How It Works Send Message: Send a message via Telegram with your email request AI Processing: AI agent processes your request and queries the contact database to find recipient emails Email Generation: OpenAI generates a professionally formatted email based on your input Draft Creation: Gmail draft is automatically created with the formatted content Confirmation: Receive confirmation via Telegram with a completion sticker Perfect For Business professionals managing multiple contacts Academic professionals (professors, researchers) who frequently send formal emails Anyone wanting to streamline their email creation process with AI assistance Required Credentials Telegram Bot API OpenAI API google OAuth2 for(gmail&docs) Pinecone Vector Database Setup Instructions Load Contact Data: Add your contact information to the Google Docs document Configure Pinecone: Set up your Pinecone index with namespace "contacts" Connect Services: Add all required API credentials to their respective nodes Customize AI: Modify the AI system message and sender name in the AI Agent node Test Workflow: Run the manual trigger to populate your vector database first ** Ex. of the google docs data