Workflow Templates

How it works Your WhatsApp AI Assistant automatically handles customer inquiries by linking your Google Docs knowledge base to incoming WhatsApp messages. The system instantly processes customer questions, references your business documentation, and delivers AI-powered responses through OpenAI or Gemini - all without you lifting a finger. Works seamlessly in individual chats and WhatsApp groups where the assistant can respond on your behalf. Set up steps Time to complete: 15-30 minutes Step 1: Create your WhapAround account and connect your WhatsApp number (5 minutes) Step 2: Prepare your Google Doc with business information and add the document ID to the system (5 minutes) Step 3: Configure the WhatsApp webhook and map message fields (10 minutes) Step 4: Connect your OpenAI or Gemini API key (3 minutes) Step 5: Send a test message to verify everything works (2 minutes) Optional: Set up PostgreSQL database for conversation memory and configure custom branding/escalation rules (additional 15-20 minutes) Detailed technical configurations, webhook URLs, and API parameter settings are provided within each workflow step to guide you through the exact setup process.

🎙️ Voice-to-Slides: Business Review Kickstarter for Customer Success This workflow helps Customer Success Managers brain dump their client knowledge via voice notes and kickstart business review preparation by auto-generating a structured Google Slides draft in their official slide deck template. Who's it for CSMs and Account Managers who want to capture meeting insights quickly via voice and get a head start on business review prep, not a finished presentation, but a solid first draft to build from. What it does (and doesn't do) ✅ It DOES: Transcribe your (potentially unstructured) voice notes accurately Organize your thoughts into Value Realized / Recommendations / Next Steps Create a Google Slides file in your official template Pre-populate placeholders with structured content ❌ It DOESN'T: Generate a client-ready presentation Add charts, metrics, or data visualizations Write polished, final copy Replace the actual work of crafting your business review Think of it as: A smart assistant that turns your brain dump into a structured starting point, not a finished product. How it works Brain dump via voice - Speak freely to your Telegram bot about your client: wins, challenges, recommendations, next steps (no need to be perfectly organized) AI transcription - Groq Whisper converts audio to text Security check - Scans for sensitive data (PII, confidential info) and alerts if found Content structuring - AI categorizes your rambling into three sections Review & approve - You receive an email with extracted content to validate and add client details Template generation - Creates a Google Slides from your template in the client's Drive folder First draft ready - Slides are populated with placeholders filled: now you refine, add data, polish Set up steps Setup time: ~20 minutes Create Telegram bot via @BotFather Prepare your own Google Slides template with placeholders: value_realized_placeholder recommendations_placeholder next_steps_placeholder Connect credentials: Telegram, Groq, OpenAI, Gmail, Google Drive, Google Slides Update template ID in "Copy template to customer Folder" node Set your company name in "Set CSM's company name" node Add your email in all "human in the loop" nodes Requirements Telegram account Groq API key (Whisper transcription) OpenAI API key Google Workspace (Gmail, Drive, Slides) Google Slides template with required placeholders Client Google Drive folders (shared access) Cost breakdown For a typical 3-5 minute voice note: Transcription (Groq Whisper)**: Free AI Processing (GPT-5-nano + GPT-5-mini)**: ~$0.005 💰 Bottom line: Half a cent per business review. You could run 200+ business reviews for $1. The workflow uses cost-effective models (GPT-5-nano for security checks, GPT-5-mini for content extraction) to keep costs negligible while maintaining quality. Note: Costs may vary based on voice note length and verbosity. Prices based on GPT-5-Nano and GPT-5-Mini pricing as of Nov 2025. 💡 Pro tips Be mindful of the guardrail**: It's designed to catch sensitive info (full names + company + financials), but it can sometimes be overzealous. If you find it blocking legitimate content, consider: Adjusting the confidence threshold (currently 0.7) to be less strict Removing the guardrail entirely if you're experienced and know what to avoid Reviewing the "Sensitive information" custom prompt to fine-tune detection rules Structure your thoughts loosely**: While speaking, try to mentally organize around Value Realization → Recommendations → Next Steps. It's totally fine if things mix or overlap, the AI will reorganize, but having this structure in mind helps you cover everything. Record with your tools open**: This is key! Have your previous BRs, CS platform, analytics dashboards, or CRM open while recording. Reference specific metrics, feature adoption rates, and data points directly from your systems. The AI can't look up data for you, feed it the good stuff. Don't overthink it**: Your first recording will probably feel awkward. That's normal. The AI is surprisingly good at cleaning up "umms," tangents, and unstructured rambling. Just brain dump. Keep it under 5 minutes**: Better transcription accuracy, faster processing, and cheaper API costs. If you have more to say, split into multiple voice notes. Review the email summary carefully**: The AI extracts content well but loses the nuance and context you have. Use the email review step to catch misinterpretations before they hit the slides. What to do after the workflow runs Open the generated slides in the client's folder Refine the AI-generated text (add nuance, fix tone) Add charts, screenshots, data visualizations Polish formatting and visual hierarchy

Use Cases -Personal or family budget tracking. -Small business expense logging via Telegram -Hands-free logging (using voice messages) How it works: -Trigger receives text or voice. -Optional branch transcribes audio to text. -AI parses into a structured array (SOP enforces schema). -Split Out produces 1 item per expense. -Loop Over Items appends rows sequentially with a Wait, preventing missed writes. -In parallel, Item Lists (Aggregate) builds a single summary string; Merge (Wait for Both) releases one final Telegram confirmation. Setup Instructions Connect credentials: Telegram, Google, OpenAI. Sheets: Create a sheet with headers Date, Category, Merchant, Amount, Note. Copy Spreadsheet ID + sheet name. Map columns in Append to Google Sheet. Pick models: set Chat model (e.g., gpt-4o-mini) and Whisper for transcription if using audio. Wait time: keep 500–1000 ms to avoid API race conditions. Run: Send a Telegram message like: Gas 34.67, Groceries 82.45, Coffee 6.25, Lunch 14.90. Customization ideas: -Add categories map (Memory/Set) for consistent labeling. -Add currency detection/formatting. -Add error-to-Telegram path for invalid schema.

Automate Bug Reports: GitHub Issues → AI Analysis → Jira Tickets with Slack & Discord Alerts Automatically convert GitHub issues into analyzed Jira tickets with AI-powered severity detection, developer assignment, and instant team alerts. Overview This workflow captures GitHub issues in real-time, analyzes them with GPT-4o for severity and categorization, creates enriched Jira tickets, assigns the right developers, and notifies your team across Slack and Discord—all automatically. Features AI-Powered Triage**: GPT-4o analyzes bug severity, category, root cause, and generates reproduction steps Smart Assignment**: Automatically assigns developers based on mentioned files and issue context Two-Way Sync**: Posts Jira ticket links back to GitHub issues Multi-Channel Alerts**: Rich notifications in Slack and Discord with action buttons Time Savings**: Eliminates 15-30 minutes of manual triage per bug Customizable Routing**: Easy developer mapping and priority rules What Gets Created Jira Ticket: Original GitHub issue details with reporter info AI severity assessment and categorization Reproduction steps and root cause analysis Estimated completion time Automatic labeling and priority assignment GitHub Comment: Jira ticket link AI analysis summary Assigned developer and estimated time Team Notifications: Severity badges and quick-access buttons Developer assignment and root cause summary Color-coded priority indicators Use Cases Development teams managing 10+ bugs per week Open source projects handling community reports DevOps teams tracking infrastructure issues QA teams coordinating with developers Product teams monitoring user-reported bugs Setup Requirements Required: GitHub repository with admin access Jira Software workspace OpenAI API key (GPT-4o access) Slack workspace OR Discord server Customization Needed: Update developer email mappings in "Parse GPT Response & Map Data" node Replace YOUR_JIRA_PROJECT_KEY with your project key Update Slack channel name (default: dev-alerts) Replace YOUR_DISCORD_WEBHOOK_URL with your webhook Change your-company.atlassian.net to your Jira URL Setup Time: 15-20 minutes Configuration Steps Import workflow JSON into n8n Add credentials: GitHub OAuth2, Jira API, OpenAI API, Slack, Discord Configure GitHub webhook in repository settings Customize developer mappings and project settings Test with sample GitHub issue Activate workflow Expected Results 90% faster bug triage (20 min → 2 min per issue) 100% consistency in bug analysis Zero missed notifications Better developer allocation Improved bug documentation Tags GitHub, Jira, AI, GPT-4, Bug Tracking, DevOps, Automation, Slack, Discord, Issue Management, Development, Project Management, OpenAI, Webhook, Team Collaboration

How It Works Scheduled triggers run automated price checks across multiple travel data sources. The collected data is aggregated, validated, and processed through an AI analysis layer that compares trends, detects anomalies, and evaluates multi-criteria factors such as price movement, seasonality, and route demand. The system then routes results into booking preparation, report generation, and notification modules. When target price conditions are met, alerts are sent and records are updated accordingly. Setup Steps Connect Google Flights and Skyscanner APIs using authenticated tokens. Configure the OpenAI API for enhanced analysis and multi-factor evaluation. Link Google Sheets for storing historical price data. Add WordPress site credentials to enable automated report publishing. Enable email notifications for price alerts and updates. Adjust the scheduler frequency within the Schedule Price Check node to control how often the workflow runs. Prerequisites Google Flights API, Skyscanner API, flight booking service credentials, OpenAI API key, Google Sheets access, WordPress admin account, email service configured. Use Cases Travel agencies automating client alerts for price drops. Corporate travel managers monitoring bulk bookings. Customization Modify price thresholds in Multi-Criteria Decision node. Add airline or destination filters in search parameters. Benefits Eliminates manual price monitoring. Reduces booking delays through automation.

📊 Description Generate high-quality, SEO-optimized content briefs automatically using AI, real-time keyword research, SERP intelligence, and historical content context. This workflow standardizes user inputs, fetches search metrics, analyzes competitors, and produces structured SEO briefs with quality scoring and version control. It also stores all versions in Google Sheets and generates HTML previews for easy review and publishing. 🤖📄📈 What This Template Does Normalizes user input from the chat trigger into structured fields (intent, topic, parameters). ✏️ Fetches real-time keyword metrics such as search volume, CPC, and difficulty from DataForSEO. 🔍 Retrieves SERP insights through SerpAPI for top competitors, headings, and content gaps. 🌐 Loads historical brief versions from Google Sheets for continuity and versioning. 📚 Uses an advanced GPT-4o-mini agent to generate a complete SEO brief with title, metadata, keywords, outline, entities, and internal links. 🤖 Calculates detailed SEO, differentiation, and completeness quality scores. 📊 Validates briefs against quality thresholds (outline length, keywords, word count, overall score). ⚡ Stores approved briefs in Google Sheets with version control and timestamping. 🗂️ Generates an HTML preview with styled formatting for team review or CMS use. 🖥️ Sends Slack alerts when a brief does not meet quality standards. 🚨 Key Benefits ✅ Fully automated SEO content brief generation ✅ Uses real-time keyword + SERP + competitor intelligence ✅ Ensures quality through automated scoring and validation ✅ Built-in version control for content operations teams ✅ Beautiful HTML preview ready for editors or clients ✅ Reduces research time from hours to minutes ✅ Ideal for content agencies, SEO teams, and AI-powered workflows Features Chat-triggered brief generation Real-time DataForSEO keyword metrics SERP analysis tool integration GPT-4o-mini structured AI agent Google Sheets integration for storing & retrieving versions Automated quality scoring (SEO, gaps, completeness) HTML preview builder with rich formatting Slack alerting for low-quality briefs Semantic entities, content gaps, competitor insights Requirements OpenAI API (GPT-4o-mini or compatible model) DataForSEO access credentials (Basic Auth) SerpAPI key for SERP extraction Google Sheets OAuth2 integration Optional: Slack webhook for quality alerts Target Audience SEO teams generating large amounts of content briefs Content agencies scaling production with automation Marketing teams building data-driven content strategies SaaS teams wanting automated keyword-based briefs Anyone needing structured, high-quality content briefs from chat Step-by-Step Setup Instructions Connect your OpenAI API credential and confirm GPT-4o-mini availability. 🔌 Add DataForSEO HTTP Basic Auth for keyword metrics. 📊 Connect SerpAPI for SERP analysis tools. 🌐 Add Google Sheets OAuth2 and link your content_versions sheet. 📄 Optional: Add a Slack webhook URL for quality alerts. 🔔 Test by sending a topic via the chat trigger. Review the generated SEO brief and HTML preview. Enable the workflow for continued use in your content pipeline. 🚀

What Problem Does It Solve? Customers often ask product questions or prices in comments. Businesses waste time replying manually, leading to delays. Some comments only need a short thank-you reply, while others need a detailed private response. This workflow solves these by: Replying with a friendly public comment. Sending a private message with details when needed. Handling compliments, complaints, and unclear comments in a consistent way. How to Configure It Facebook Setup Connect your Facebook Page credentials in n8n. Add the webhook URL from this workflow to your Facebook App/Webhook settings. AI Setup Add your Google Gemini API key (or swap for OpenAI/Claude). The included prompt is generic — you can edit it to match your brand tone. Optional Logging If you want to track processed messages, connect a Notion database or another CRM. How It Works Webhook catches new Facebook comments. AI Agent analyzes the comment and categorizes it (question, compliment, complaint, unclear, spam). Replying: For questions/requests → public reply + private message with full details. For compliments → short thank-you reply. For complaints → apology reply + private message for clarification. For unclear comments → ask politely if they need help. For spam/offensive → ignored (no reply). Replies and messages are sent instantly via the Facebook Graph API. Customization Ideas Change the AI prompt to match your brand voice. Add forwarding to Slack/Email if a human should review certain replies. Log conversations in Notion, Google Sheets, or a CRM for reporting. Expand to Instagram or WhatsApp with small adjustments. If you need any help Get In Touch

Access live KuCoin Spot Market data instantly in Telegram! This workflow integrates the KuCoin REST API with Telegram and an optional GPT-4.1-mini formatter, delivering real-time insights like latest prices, 24h stats, order book depth, trades, and candlesticks — all structured into clean Telegram messages. 🔎 How It Works A Telegram Trigger listens for user commands. User Authentication validates the Telegram ID against an allowlist. A SessionId is generated from the chat ID to support memory across turns. The KuCoin AI Agent orchestrates API requests: 24h Stats → /api/v1/market/stats?symbol=BTC-USDT Order Book Depth → /api/v1/market/orderbook/level2_100?symbol=BTC-USDT Latest Price → /api/v1/market/orderbook/level1?symbol=BTC-USDT Best Bid/Ask → /api/v1/market/orderbook/level1?symbol=BTC-USDT Klines (Candles) → /api/v1/market/candles?symbol=BTC-USDT&type=15min&limit=20 Recent Trades → /api/v1/market/histories?symbol=BTC-USDT Average Price (via Ticker) → /api/v1/market/orderbook/level1?symbol=BTC-USDT Utility Tools process results: Calculator → spreads, % changes, averages. Think → reshapes JSON, selects fields, formats outputs. Message Splitter breaks outputs >4000 chars (Telegram limit). Final report is sent back via Telegram SendMessage in human-readable format. ✅ What You Can Do with This Agent Get 24h rolling statistics (open, high, low, close, last, volume). Retrieve full order book depth (20, 100 levels) or best bid/ask. Monitor real-time latest prices with spreads. Analyze candlestick data (OHLCV) across supported intervals. View recent public trades with price, size, side, and time. Use average price proxies from bid/ask + last trade. Receive structured Telegram reports — not raw JSON. 🛠️ Setup Steps Create a Telegram Bot Use @BotFather to create a bot and copy its token. Configure in n8n Import KuCoin AI Agent v1.02.json. Update User Authentication node with your Telegram ID. Add Telegram API credentials (bot token). Add OpenAI API key. (Optional) Add KuCoin API key Deploy & Test Activate the workflow in n8n. Send a query like BTC-USDT to your bot. Instantly receive structured KuCoin Spot Market insights in Telegram. 📤 Output Rules Responses grouped into Price, 24h Stats, Order Book, Klines, Trades. No raw JSON (only human-readable summaries). No financial advice or predictions. Always fetch directly from KuCoin’s official API. 📺 Setup Video Tutorial Watch the full setup guide on YouTube: If you want, I can also update embed links & thumbnails elsewhere to match this. ⚡ Unlock KuCoin Spot Market insights in Telegram — fast, reliable, and API-key free. 🧾 Licensing & Attribution © 2025 Treasurium Capital Limited Company Architecture, prompts, and trade report structure are IP-protected. No unauthorized rebranding permitted. 🔗 For support: Don Jayamaha – LinkedIn

How It Works The webhook receives incoming profiles and extracts relevant demographic, financial, and credential data. The workflow then queries the programs database to identify suitable options, while the AI generates personalized recommendations based on eligibility and preferences. A formal recommendation letter is created, followed by a drafted outreach email tailored to coordinators. Parsers extract structured data from the letters and emails, a Slack summary is prepared for internal visibility, and the final response is sent to the appropriate recipients. Setup Steps Configure AI agents by adding OpenAI credentials and setting prompts for the Program Matcher, Letter Writer, and Email Drafter. Connect the programs database (Airtable or PostgreSQL) and configure queries to retrieve matching program data. Set up the webhook by defining the trigger endpoint and payload structure for incoming profiles. Configure JSON parsers to extract relevant information from profiles, letters, and emails. Add the Slack webhook URL and define the summary format for generated communications. Prerequisites OpenAI API key Financial programs database Slack workspace with webhook User profile structure (income, GPA, demographics) Use Cases Universities automating 500+ annual applicant communications Scholarship foundations personalizing outreach at scale Customization Add multilingual support for international applicants Include PDF letter generation with signatures Benefits Reduces communication time from 30 to 2 minutes per applicant, ensures consistent professional quality

Instantly access real-time Binance Spot Market data in Telegram! This workflow connects the Binance REST API with Telegram and optional GPT-4.1-mini formatting, delivering structured insights such as latest prices, 24h stats, order book depth, trades, and candlesticks directly into chat. 🔎 How It Works A Telegram Trigger listens for incoming user requests. User Authentication validates the Telegram ID to restrict access. A Session ID is generated from chat.id to manage session memory. The Binance AI Agent executes HTTP calls to the Binance public API: Latest Price (Ticker) → /api/v3/ticker/price?symbol=BTCUSDT 24h Statistics → /api/v3/ticker/24hr?symbol=BTCUSDT Order Book Depth → /api/v3/depth?symbol=BTCUSDT&limit=50 Best Bid/Ask Snapshot → /api/v3/ticker/bookTicker?symbol=BTCUSDT Candlestick Data (Klines) → /api/v3/klines?symbol=BTCUSDT&interval=15m&limit=200 Recent Trades → /api/v3/trades?symbol=BTCUSDT&limit=100 Utility Tools refine outputs: Calculator → computes spreads, midpoints, averages, % changes. Think → extracts and reformats JSON into human-readable fields. Simple Memory → saves symbol, sessionId, and user context. Message Splitter ensures outputs >4000 characters are chunked for Telegram. Final structured reports are sent back to Telegram. ✅ What You Can Do with This Agent Get real-time Binance Spot prices with 24h stats. Fetch order book depth and liquidity snapshots. View best bid/ask quotes. Retrieve candlestick OHLCV data across timeframes. Check recent trades (up to 100). Calculate spreads, mid-prices, % changes automatically. Receive clean, structured messages instead of raw JSON. 🛠️ Setup Steps Create a Telegram Bot Use @BotFather and save the bot token. Configure in n8n Import Binance AI Agent v1.02.json. Update the User Authentication node with your Telegram ID. Add Telegram credentials (bot token). Add OpenAI API key (Optional) Add Binance API key Deploy & Test Activate the workflow in n8n. Send BTCUSDT to your bot. Instantly receive Binance Spot Market insights inside Telegram. 📤 Output Rules Group outputs by Price, 24h Stats, Order Book, Candles, Trades. Respect Telegram’s 4000-char message limit (auto-split enabled). Only structured summaries — no raw JSON. 📺 Setup Video Tutorial Watch the full setup guide on YouTube: ⚡ Unlock Binance Spot Market insights instantly in Telegram — clean, fast, and API-key free. 🧾 Licensing & Attribution © 2025 Treasurium Capital Limited Company Architecture, prompts, and trade report structure are IP-protected. No unauthorized rebranding permitted. 🔗 For support: Don Jayamaha – LinkedIn

How it works • Webhook receives lead form submissions from your website • AI Agent (GPT-4o) analyzes lead quality using intelligent scoring framework • Clearbit enriches company data automatically (employee count, industry, revenue) • Qualification score (0-100) determines routing: high-quality leads → HubSpot CRM + Slack alert, low-quality leads → Airtable for manual review • Structured output parser ensures reliable JSON formatting every time Set up steps • Time to set up: 15-20 minutes • Import the Clearbit sub-workflow first (separate workflow file included) • Create 7 custom properties in HubSpot (qualification_score, buying_intent, urgency_level, budget_indicator, ai_summary, pain_points, recommended_action) • Create Airtable base with 14 columns for low-quality lead tracking • Get Slack channel IDs for sales alerts and review requests • Add credentials: OpenAI (GPT-4o), Clearbit API, HubSpot OAuth2, Slack OAuth2, Airtable Token • Replace placeholder IDs in Slack and Airtable nodes • Configure the Clearbit Enrichment Tool node with your sub-workflow ID What you'll need • OpenAI API - OpenAI model access for AI qualification • Clearbit API - Free tier available for company enrichment • HubSpot - Free CRM account works • Slack - Standard workspace • Airtable - Free plan works • Website form - To send webhook data Who this is for Sales teams and agencies that want to automatically qualify inbound leads before they hit the CRM. Perfect for B2B companies with high lead volume that need intelligent routing.

This workflow introduces beginners to one of the most fundamental concepts in n8n: looping over items. Using a simple use case—generating LinkedIn captions for content ideas—it demonstrates how to split a dataset into individual items, process them with AI, and collect the output for review or export. ✅ Key Features 🧪 Create Dummy Data**: Simulate a small dataset of content ideas. 🔁 Loop Over Items**: Process each row independently using the SplitInBatches node. 🧠 AI Caption Creation**: Automatically generate LinkedIn captions using OpenAI. 🧰 Tool Integration**: Enhance AI output with creativity-injection tools. 🧾 Final Output Set**: Collect the original idea and generated caption. 🧰 What You’ll Need ✅ An OpenAI API key ✅ The LangChain nodes enabled in your n8n instance ✅ Basic knowledge of how to trigger and run workflows in n8n 🔧 Step-by-Step Setup 1️⃣ Run Workflow Node**: Manual Trigger (Run Workflow) Purpose**: Manually start the workflow for testing or learning. 2️⃣ Create Random Data Node**: Create Random Data (Code) What it does**: Simulates incoming data with multiple content ideas. Code**: return [ { json: { row_number: 2, id: 1, Date: '2025-07-30', idea: 'n8n rises to the top', caption: '', complete: '' } }, { json: { row_number: 3, id: 2, Date: '2025-07-31', idea: 'n8n nodes', caption: '', complete: '' } }, { json: { row_number: 4, id: 3, Date: '2025-08-01', idea: 'n8n use cases for marketing', caption: '', complete: '' } } ]; 3️⃣ Loop Over Items Node**: Loop Over Items (SplitInBatches) Purpose**: Sends one record at a time to the next node. Why It Matters**: Loops in n8n are created using this node when you want to iterate over multiple items. 4️⃣ Create Captions with AI Node**: Create Captions (LangChain Agent) Prompt**: idea: {{ $json.idea }} System Message**: You are a helpful assistant creating captions for a LinkedIn post. Please create a LinkedIn caption for the idea. Model**: GPT-4o Mini or GPT-3.5 Credentials Required**: OpenAI Credential Go to: OpenAI API Keys Create a key and add it in n8n under credentials as “OpenAi account” 5️⃣ Inject Creativity (Optional) Node**: Tool: Inject Creativity (LangChain Tool) Purpose**: Demonstrates optional LangChain tools that can enhance or manipulate input/output. Why It’s Cool**: A great way to show chaining tools to AI agents. 6️⃣ Output Table Node**: Output Table (Set) Purpose**: Combines original ideas and generated captions into final structure. Fields**: idea: ={{ $('Create Random Data').item.json.idea }} output: ={{ $json.output }} 💡 Educational Value This workflow demonstrates: Creating dynamic inputs with the Code node Using SplitInBatches to simulate looping Sending dynamic prompts to an AI model Using Set to structure the output data Beginners will understand how item-level processing works in n8n and how powerful looping combined with AI can be. 📬 Need Help or Want to Customize This? Robert Breen Automation Consultant | AI Workflow Designer | n8n Expert 📧 robert@ynteractive.com 🌐 ynteractive.com 🔗 LinkedIn 🏷️ Tags n8n loops OpenAI LangChain workflow training beginner LinkedIn automation caption generator