Workflow Templates

Overview Use your voice or text to command a Telegram-based AI agent that scrapes leads or generates detailed research reports—instantly. This workflow turns your Telegram bot into a full-blown outbound machine. Just tell it what type of leads you need, and it’ll use Apollo to find and save them into a spreadsheet. Or drop in a LinkedIn profile, and it’ll generate a personalized research dossier with info like job title, company summary, industry insights, and more. It handles voice messages too—just speak your request and get the results sent back like magic. Who’s it for Cold emailers and growth marketers Solo founders running outbound SDRs doing daily prospecting Agencies building high-quality lead lists or custom research for clients How it works Triggered by a message (text or voice) in Telegram If it’s voice, it transcribes using OpenAI Whisper Uses an AI agent to interpret intent: scrape leads or research a person For lead scraping: Gathers criteria (e.g., location, job title) via Telegram Calls the Apollo API to return fresh leads Saves the leads to Google Sheets For research reports: Takes a LinkedIn profile link Uses AI and lead data tools to create a 1-page professional research report Sends it back to the user via email Example outputs Lead scraping**: Populates a spreadsheet with names, roles, LinkedIn links, company info, emails, and more Research report**: A formatted PDF-style brief with summary of the person, company, and key facts How to set up Connect your Telegram bot to n8n Add your OpenAI credentials (for Whisper + Chat agent) Plug in your Apollo API key or scraping tool Replace the example spreadsheet with your own Customize the prompts for tone or data depth (Optional) Add PDF generation or CRM sync Requirements Telegram Bot Token OpenAI API Key Apollo (or other scraping API) credentials LinkedIn URLs for research functionality How to customize Replace Apollo with Clay, People Data Labs, or another scraping tool Add a CRM push step (e.g. Airtable, HubSpot, Notion) Add scheduling to auto-scrape daily Reformat the research report as a downloadable PDF Change the agent’s tone or role (e.g. “Outreach Assistant,” “Investor Scout,” etc.)

Who this is for? This workflow is designed for: Marketing analysts, **SEO specialists, and content strategists who want automated intelligence on their online competitors. Growth teams** that need quick insights from SERP (Search Engine Results Pages) without manual data scraping. Agencies** managing multiple clients’ SEO presence and tracking competitive positioning in real-time. What problem is this workflow solving? Manual competitor research is time-consuming, fragmented, and often lacks actionable insights. This workflow automates the entire process by: Fetching SERP results from multiple search engines (Google, Bing, Yandex, DuckDuckGo) using Thordata’s Scraper API. Using OpenAI GPT-4.1-mini to analyze, summarize, and extract keyword opportunities, topic clusters, and competitor weaknesses. Producing structured, JSON-based insights ready for dashboards or reports. Essentially, it transforms raw SERP data into strategic marketing intelligence — saving hours of research time. What this workflow does Here’s a step-by-step overview of how the workflow operates: Step 1: Manual Trigger Initiates the process on demand when you click “Execute Workflow.” Step 2: Set the Input Query The “Set Input Fields” node defines your search query, such as: > “Top SEO strategies for e-commerce in 2025” Step 3: Multi-Engine SERP Fetching Four HTTP request tools send the query to Thordata Scraper API to retrieve results from: Google Bing Yandex DuckDuckGo Each uses Bearer Authentication configured via “Thordata SERP Bearer Auth Account.” Step 4: AI Agent Processing The LangChain AI Agent orchestrates the data flow, combining inputs and preparing them for structured analysis. Step 5: SEO Analysis The SEO Analyst node (powered by GPT-4.1-mini) parses SERP results into a structured schema, extracting: Competitor domains Page titles & content types Ranking positions Keyword overlaps Traffic share estimations Strengths and weaknesses Step 6: Summarization The Summarize the content node distills complex data into a concise executive summary using GPT-4.1-mini. Step 7: Keyword & Topic Extraction The Keyword and Topic Analysis node extracts: Primary and secondary keywords Topic clusters and content gaps SEO strength scores Competitor insights Step 8: Output Formatting The Structured Output Parser ensures results are clean, validated JSON objects for further integration (e.g., Google Sheets, Notion, or dashboards). 4. Setup Prerequisites n8n Cloud or Self-Hosted instance** Thordata Scraper API Key** (for SERP data retrieval) OpenAI API Key** (for GPT-based reasoning) Setup Steps Add Credentials Go to Credentials → Add New → HTTP Bearer Auth → Paste your Thordata API token. Add OpenAI API Credentials for the GPT model. Import the Workflow Copy the provided JSON or upload it into your n8n instance. Set Input In the “Set the Input Fields” node, replace the example query with your desired topic, e.g.: “Google Search for Top SEO strategies for e-commerce in 2025” Execute Click “Execute Workflow” to run the analysis. How to customize this workflow to your needs Modify Search Query Change the search_query variable in the Set Node to any target keyword or topic. Change AI Model In the OpenAI Chat Model nodes, you can switch from gpt-4.1-mini to another model for better quality or lower cost. Extend Analysis Edit the JSON schema in the “Information Extractor” nodes to include: Sentiment analysis of top pages SERP volatility metrics Content freshness indicators Export Results Connect the output to: Google Sheets / Airtable** for analytics Notion / Slack** for team reporting Webhook / Database** for automated storage Summary This workflow creates an AI-powered Competitor Intelligence System inside n8n by blending: Real-time SERP scraping (Thordata) Automated AI reasoning (OpenAI GPT-4.1-mini) Structured data extraction (LangChain Information Extractors)

A robust n8n workflow designed to enhance Telegram bot functionality for user management and broadcasting. It facilitates automatic support ticket creation, efficient user data storage in Redis, and a sophisticated system for message forwarding and broadcasting. How It Works Telegram Bot Setup: Initiate the workflow with a Telegram bot configured for handling different chat types (private, supergroup, channel). User Data Management: Formats and updates user data, storing it in a Redis database for efficient retrieval and management. Support Ticket Creation: Automatically generates chat tickets for user messages and saves the corresponding topic IDs in Redis. Message Forwarding: Forwards new messages to the appropriate chat thread, or creates a new thread if none exists. Support Forum Management: Handles messages within a support forum, differentiating between various chat types and user statuses. Broadcasting System: Implements a broadcasting mechanism that sends channel posts to all previous bot users, with a system to filter out blocked users. Blocked User Management: Identifies and manages blocked users, preventing them from receiving broadcasted messages. Versatile Channel Handling: Ensures that messages from verified channels are properly managed and broadcasted to relevant users. Set Up Steps Estimated Time**: Around 30 minutes. Requirements**: A Telegram bot, a Redis database, and Telegram group/channel IDs are necessary. Configuration**: Input the Telegram bot token and relevant group/channel IDs. Configure message handling and user data processing according to your needs. Detailed Instructions**: Sticky notes within the workflow provide extensive setup information and guidance. Live Demo Workflow Bot: Telegram Bot Link (Click here) Support Group: Telegram Group Link (Click here) Broadcasting Channel: Telegram Channel Link (Click here) Keywords: n8n workflow, Telegram bot, chat ticket system, Redis database, message broadcasting, user data management, support forum automation

AI-Powered Financial Document Processing with Google Gemini This comprehensive workflow automates the complete financial document processing pipeline using AI. Upload invoices via chat, drop expense receipts into a folder, or add bank statements - the system automatically extracts, categorizes, and organizes all your financial data into structured Google Sheets. What this workflow does Processes three types of financial documents automatically: Invoice Processing**: Upload PDF invoices through a chat interface and get structured data extraction with automatic file organization Expense Management**: Monitor a Google Drive folder for new receipts and automatically categorize expenses using AI Bank Statement Processing**: Extract and organize transaction data from bank statements with multi-transaction support Financial Analysis**: Query all your financial data using natural language with an AI agent Key Features Multi-AI Persona System**: Four specialized AI personas (Mark, Donna, Victor, Andrew) handle different financial functions Google Gemini Integration**: Advanced document understanding and data extraction from PDFs Smart Expense Categorization**: Automatic classification into 17 business expense categories using LLM Real-time Monitoring**: Continuous folder watching for new documents with automatic processing Natural Language Queries**: Ask questions about your financial data in plain English Automatic File Management**: Intelligent file naming and organization in Google Drive Comprehensive Error Handling**: Robust processing that continues even when individual documents fail How it works Invoice Processing Flow User uploads PDF invoice via chat interface File is saved to Google Drive "Invoices" folder Google Gemini extracts structured data (vendor, amounts, line items, dates) Data is parsed and saved to "Invoice Records" Google Sheet File is renamed as "{Vendor Name} - {Invoice Number}" Confirmation message sent to user Expense Processing Flow User drops receipt PDF into "Expense Receipts" Google Drive folder System detects new file within 1 minute Google Gemini extracts expense data (merchant, amount, payment method) OpenRouter LLM categorizes expense into appropriate business category All data saved to "Expenses Recording" Google Sheet Bank Statement Processing Flow User uploads bank statement to "Bank Statements" folder Google Gemini extracts multiple transactions from statement Custom JavaScript parser handles various bank formats Individual transactions saved to "Bank Transactions Record" Google Sheet Financial Analysis Enable the analysis trigger when needed Ask questions in natural language about your financial data AI agent accesses all three spreadsheets to provide insights Get reports, summaries, and trend analysis What you need to set up Required APIs and Credentials Google Drive API** - For file storage and monitoring Google Sheets API** - For data storage and retrieval Google Gemini API** - For document processing and data extraction OpenRouter API** - For expense categorization (supports multiple LLM providers) Google Drive Folder Structure Create these folders in your Google Drive: "Invoices" - Processed invoice storage "Expense Receipts" - Drop zone for expense receipts (monitored) "Bank Statements" - Drop zone for bank statements (monitored) Google Sheets Setup Create three spreadsheets with these column headers: Invoice Records Sheet: Vendor Name, Invoice Number, Invoice Date, Due Date, Total Amount, VAT Amount, Line Item Description, Quantity, Unit Price, Total Price Expenses Recording Sheet: Merchant Name, Transaction Date, Total Amount, Tax Amount, Payment Method, Line Item Description, Quantity, Unit Price, Total Price, Category Bank Transactions Record Sheet: Transaction ID, Date, Description/Payee, Debit (-), Credit (+), Currency, Running Balance, Notes/Category Use Cases Small Business Accounting**: Automate invoice and expense tracking for bookkeeping Freelancer Financial Management**: Organize client invoices and business expenses Corporate Expense Management**: Streamline employee expense report processing Financial Data Analysis**: Generate insights from historical financial data Bank Reconciliation**: Automate transaction recording and account reconciliation Tax Preparation**: Maintain organized records with proper categorization Technical Highlights Expense Categories**: 17 predefined business expense categories (Cost of Goods Sold, Marketing, Payroll, etc.) Multi-format Support**: Handles various PDF layouts and bank statement formats Scalable Processing**: Processes multiple documents simultaneously Error Recovery**: Continues processing even when individual documents fail Natural Language Interface**: No technical knowledge required for financial queries Real-time Processing**: Documents processed within minutes of upload Benefits Time Savings**: Eliminates manual data entry from financial documents Accuracy**: AI-powered extraction reduces human error Organization**: Automatic file naming and categorization Insights**: Query financial data using natural language Compliance**: Maintains organized records for accounting and audit purposes Scalability**: Handles growing document volumes without additional overhead This workflow transforms tedious financial document processing into an automated, intelligent system that grows with your business needs.

Description AI-Powered Business Idea Generation & Social Media Content Strategy Workflow This intelligent content discovery and strategy system features 15 nodes that automatically monitor Reddit communities, analyze business opportunities, and generate targeted social media content for AI automation agencies and entrepreneurs. It leverages AI classification, structured analysis, and automated content creation to transform community discussions into actionable business insights and marketing materials. Core Components Reddit Intelligence: Multi-subreddit monitoring across AI automation, n8n, and entrepreneur communities with keyword-based filtering. AI Classification Engine: Intelligent categorization of posts into "Questions" vs "Requests" using LangChain text classification. Dual Analysis System: Specialized AI agents for educational content (questions) and sales-focused content (service requests). Content Strategy Generator: Automated creation of LinkedIn and Twitter content tailored to different audience engagement strategies. Telegram Integration: Real-time delivery of formatted content strategies and business insights. Structured Output Processing: JSON-formatted analysis with relevancy scores, feasibility assessments, and actionable content recommendations. Target Users • AI Automation Agency Owners seeking consistent lead generation and thought leadership content • Entrepreneurs wanting to identify market opportunities and position themselves as industry experts • Content Creators in the automation/AI space needing data-driven content strategies • Business Development Professionals looking for systematic opportunity identification • Digital Marketing Agencies serving tech and automation clients Setup Requirements To get started, you'll need: Reddit API Access: OAuth2 credentials for accessing Reddit's API and monitoring multiple subreddits. Required APIs: • OpenRouter (for AI model access - supports GPT-4, Claude, and other models) • Reddit OAuth2 API (for community monitoring and data extraction) n8n Prerequisites: • Version 1.7+ with LangChain nodes enabled • Webhook configuration for Telegram integration • Proper credential storage and management setup Telegram Bot: Create via @BotFather for receiving formatted content strategies and business insights. Disclaimer: This template uses LangChain nodes and Reddit API integration. Ensure your n8n instance supports these features and verify API rate limits for production use. Step-by-Step Setup Guide Install n8n: Ensure you're running n8n version 1.7 or higher with LangChain node support enabled. Set Up API Credentials: • Create Reddit OAuth2 application at reddit.com/prefs/apps • Set up OpenRouter account and obtain API key • Store credentials securely in n8n credential manager Create Telegram Bot: • Go to Telegram, search for @BotFather • Create new bot and note the token • Configure webhook pointing to your n8n instance Import the Workflow: • Copy the workflow JSON from the template submission • Import into your n8n dashboard • Verify all nodes are properly connected Configure Monitoring Settings: • Adjust subreddit targets (currently: ArtificialIntelligence, n8n, entrepreneur) • Set keyword filters for relevant topics • Configure post limits and sorting preferences Customize AI Analysis: • Update system prompts to match your business expertise • Adjust relevancy and feasibility scoring criteria • Modify content generation templates for your brand voice Test the Workflow: • Run manual execution to verify Reddit data collection • Check AI classification and analysis outputs • Confirm Telegram delivery of formatted content Schedule Automation: • Set up daily trigger (currently configured for 12 PM) • Monitor execution logs for any API rate limit issues • Adjust frequency based on content volume needs Usage Instructions Automated Discovery: The workflow runs daily at 12 PM, scanning three key subreddits for relevant posts about AI automation, business opportunities, and n8n workflows. Intelligent Classification: Posts are automatically categorized as either "Questions" (educational opportunities) or "Requests" (potential service leads) using AI text classification. Dual Analysis Approach: • Questions → Educational content strategy with relevancy and detail scoring • Requests → Sales-focused content with relevancy and feasibility scoring Content Strategy Generation: Each analyzed post generates: • 3 LinkedIn posts (thought leadership, case studies, educational frameworks) • 3 Twitter posts (quick insights, engagement questions, thread starters) Telegram Delivery: Receive formatted content strategies with: • Post summaries and business context • Relevancy/feasibility scores • Ready-to-use social media content • Strategic recommendations Content Customization: Adapt generated content for different tones (business, educational, technical) and posting schedules. Workflow Features Multi-Platform Monitoring: Simultaneous tracking of 3 key Reddit communities with customizable keyword filters. AI-Powered Classification: Automatic categorization of posts into actionable content types. Dual Scoring System: • Relevancy scores (0.05-0.95) for business alignment • Detail/Feasibility scores (0.05-0.95) for content quality assessment Content Variety: Generates both educational and sales-focused social media strategies. Structured Output: JSON-formatted analysis for easy integration with other systems. Real-time Delivery: Instant Telegram notifications with formatted content strategies. Scalable Monitoring: Easy addition of new subreddits and keyword filters. Error Handling: Comprehensive validation with graceful failure management. Performance Specifications • Monitoring Frequency: Daily automated execution with manual trigger capability • Post Analysis: 5 posts per subreddit (15 total daily) • Content Generation: 6 social media posts per analyzed opportunity • Classification Accuracy: AI-powered with structured output validation • Delivery Method: Real-time Telegram integration • Scoring Range: 0.05-0.95 scale for relevancy and feasibility assessment Why This Workflow? Systematic Opportunity Identification: Never miss potential business opportunities or content ideas from key communities. AI-Enhanced Analysis: Leverage advanced language models for intelligent content categorization and strategy generation. Time-Efficient Content Creation: Transform community discussions into ready-to-use social media content. Data-Driven Insights: Quantified scoring helps prioritize opportunities and content strategies. Automated Lead Intelligence: Identify potential service requests and educational content opportunities automatically. Workflow Image Need help customizing this workflow for your specific use case? As a fellow entrepreneur passionate about automation and business development, I'd be happy to consult. Connect with me on LinkedIn: https://www.linkedin.com/in/femi-adedayo-h44/ or email for support. Let's make your AI automation agency even more efficient!

This workflow is designed for creators, marketers, and agencies who want to automate content publishing while keeping quality control through human review. It integrates four powerful tools — Google Sheets, OpenAI, GoToHuman, and Blotato — to deliver a seamless AI-assisted, human-approved, auto-publishing system for LinkedIn. ⚙️ What This Workflow Does 📅 Pulls Today’s Topic from Google Sheets You store ideas in a spreadsheet with a date column. The workflow runs daily (or manually) and selects the row matching today’s date. 🧠 Generates a Caption with OpenAI The selected idea is passed to GPT-4 via an AI Agent node. OpenAI returns a short, emoji-rich LinkedIn caption (1–2 sentences). The result is saved back to the sheet. 👤 Sends the Caption for Human Review via GoToHuman A human reviewer sees the AI-generated caption. They approve or reject it using a GoToHuman review template. Only approved captions move forward. 🚀 Publishes the Approved Caption to LinkedIn via Blotato The caption is posted to a LinkedIn account via Blotato's API. No additional input is required — it's fully automated after approval. 🔧 Setup Requirements ✅ Google Sheets Create or copy the provided sample sheet. Connect your Google Sheets account in n8n using OAuth2. ✅ OpenAI Create an API key at platform.openai.com. Add it to n8n as an OpenAI credential. ✅ GoToHuman Create an account and a Review Template at gotohuman.com. Add your API credential in n8n and use your reviewTemplateId in the node. ✅ Blotato Create an account at blotato.com. Get your API key and Account ID. Insert them into the HTTP Request node that publishes the LinkedIn post. 🧪 Testing the Workflow Use the Manual Trigger node for step-by-step debugging. Review nodes like AI Agent, Ask Human for Approval, and Post to LinkedIn to verify output. Once confirmed, activate the schedule for fully hands-free publishing. 👋 Built By Robert Breen Founder of Ynteractive — Automation, AI, and Data Strategy 🌐 Website: https://ynteractive.com 📧 Email: robert@ynteractive.com 🔗 LinkedIn: https://www.linkedin.com/in/robert-breen-29429625/ 📺 YouTube: YnteractiveTraining 🏷 Tags linkedin openai gotohuman social automation ai content approval workflow google sheets blotato marketing automation

This template provides a workflow to integrate a Telegram bot with NeurochainAI's inference capabilities, supporting both text processing and image generation. Follow these steps to get started: > Purpose: Enables seamless integration between your Telegram bot and NeurochainAI for advanced AI-driven text and image tasks. Requirements Telegram Bot Token. NeurochainAI API Key. Sufficient credits to utilize NeurochainAI services. Features Text processing through NeurochainAI's inference engine. AI-powered image generation (Flux). Easy customization and scalability for your use case. Setup Import the template into N8N. Add your Telegram Bot Token and NeurochainAI API Key where prompted. Follow the step-by-step instructions embedded in the template for configuration. [NeurochainAI Website](https://www.neurochain.ai/ ) NeurochainAI Guides

CallForge - AI Gong Sales Call Processor Streamline your sales call analysis with CallForge, an automated workflow that extracts, enriches, and refines Gong.io call data for AI-driven insights. Who is This For? This workflow is designed for: ✅ Sales teams looking to automate sales call insights. ✅ Revenue operations (RevOps) professionals optimizing call data processing. ✅ Businesses using Gong.io to analyze and enhance sales call transcripts. What Problem Does This Workflow Solve? Manually analyzing sales calls is time-consuming and prone to inconsistencies. While Gong provides raw call data, interpreting these conversations and improving AI-generated summaries can be challenging. With CallForge, you can: ✔️ Automate transcript extraction from Gong.io. ✔️ Enhance AI insights by adding product and competitor data. ✔️ Reduce errors from AI-generated summaries by correcting mispronunciations. ✔️ Eliminate duplicate calls to prevent redundant processing. What This Workflow Does 1. Extracts Gong Call Data Retrieves call recordings, metadata, meeting links, and duration from Gong. 2. Removes Duplicate Entries Queries Notion** to ensure that already processed calls are not duplicated. 3. Enriches Call Data Fetches integration details** from Google Sheets. Retrieves competitor insights** from Notion. Merges data** to provide AI with a more comprehensive context. 4. Prepares AI-Friendly Transcripts Cleans up transcripts** for structured AI processing. Reduces prompt complexity** for more accurate OpenAI outputs. 5. Sends Processed Data to an AI Call Processor Delivers the cleaned and enriched transcript** to an AI-powered workflow for generating structured call summaries. How to Set Up This Workflow 1. Connect Your APIs 🔹 Gong API Access – Set up your Gong API credentials in n8n. 🔹 Google Sheets Credentials – Provide API access for retrieving integration data. 🔹 Notion API Setup – Connect Notion to fetch competitor insights and store processed data. 🔹 AI Processing Workflow – Ensure an OpenAI-powered workflow is in place for structured summaries. CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage CallForge - 02 - Prep Gong Calls with Sheets & Notion for AI Summarization CallForge - 03 - Gong Transcript Processor and Salesforce Enricher CallForge - 04 - AI Workflow for Gong.io Sales Calls CallForge - 05 - Gong.io Call Analysis with Azure AI & CRM Sync CallForge - 06 - Automate Sales Insights with Gong.io, Notion & AI CallForge - 07 - AI Marketing Data Processing with Gong & Notion CallForge - 08 - AI Product Insights from Sales Calls with Notion 2. Customize to Fit Your Needs 💡 Modify Data Sources – Update connections if using a different CRM, database, or analytics tool. 💡 Adjust AI Processing Logic – Optimize transcript formatting based on your preferred AI model. 💡 Expand Data Enrichment – Integrate CRM data, industry benchmarks, or other insights. Why Use CallForge? By automating Gong call processing, CallForge empowers sales teams to: 📈 Gain valuable AI-driven insights from calls. ⚡ Speed up decision-making with cleaner, structured data. 🛠 Improve sales strategies based on enriched, accurate transcripts. 🚀 Start automating your Gong call analysis today!

This n8n workflow assists property managers and surveyors by reducing the time and effort it takes to complete property inventory surveys. In such surveys, articles and goods within a property may need to be captured and reported as a matter of record. This can take a sizable amount of time if the property or number of items is big enough. Our solution is to delegate this task to a capable AI Agent who can identify and fill out the details of each item automatically. How it works An AirTable Base is used to capture just the image of an item within the property Our workflow monitoring this AirTable Base sends the photo to an AI image recognition model to describe the item for purpose of identification. Our AI agent uses this description and the help of Google's reverse image search in an attempt to find an online product page for the item. If found, the product page is scraped for the item's specifications which are then used to fill out the rest of the details of the item in our Airtable. Requirements Airtable for capturing photos and product information OpenAI account to for image recognition service and AI for agent SerpAPI account for google reverse image search. Firecrawl.dev account for webspacing. Customising this workflow Try building an internal inventory database to query and integrate into the workflow. This could save on costs by avoiding fetching new each time for common items.

This workflow gathers papers in Arxiv and specific arxiv category AI helps to make summarized form of newsletter and send it to subscriber using gmail Arxive paper trend newsletter Setup Supabase Table schema user_email: Text - Mandatory arxiv_cat: [Text] interested_papers: [Text] keyword: [Text] Example { "id": 8, "created_at": "2024-09-24T12:31:17.09491+00:00", "user_email": "test@test.com", "arxiv_cat": [ "cs.AI", "cs.LG,cs.AR" ], "interested_papers": null, "keyword": [ "AI architecture which includes long context problem" ] } Qdrant vector store default setup Setup for sub workflows Get arxiv category by AI for given keyword Get arxiv categories Get arxiv papers this week and scoring by AI Filter by keyword within given documents Extract paper information Write newsletter by AI

Enhance Security Operations with the Venafi Slack CertBot! Venafi Presentation - Watch Video Our Venafi Slack CertBot is strategically designed to facilitate immediate security operations directly from Slack. This tool allows end users to request Certificate Signing Requests that are automatically approved or passed to the Secops team for manual approval depending on the Virustotal analysis of the requested domain. Not only does this help centralize requests, but it helps an organization maintain the security certifications by allowing automated processes to log and analyze requests in real time. Workflow Highlights: Interactive Modals**: Utilizes Slack modals to gather user inputs for scan configurations and report generation, providing a user-friendly interface for complex operations. Dynamic Workflow Execution**: Integrates seamlessly with Venafi to execute CSR generation and if any issues are found, AI can generate a custom report that is then passed to a slack teams channel for manual approval with the press of a single button. Operational Flow: Parse Webhook Data**: Captures and parses incoming data from Slack to understand user commands accurately. Execute Actions**: Depending on the user's selection, the workflow triggers other actions within the flow like automatic Virustotal Scanning. Respond to Slack**: Ensures that every interaction is acknowledged, maintaining a smooth user experience by managing modal popups and sending appropriate responses. Setup Instructions: Verify that Slack and Qualys API integrations are correctly configured for seamless interaction. Customize the modal interfaces to align with your organization's operational protocols and security policies. Test the workflow to ensure that it responds accurately to Slack commands and that the integration with Qualys is functioning as expected. Need Assistance? Explore Venafi's Documentation or get help from the n8n Community for more detailed guidance on setup and customization. Deploy this bot within your Slack environment to significantly enhance the efficiency and responsiveness of your security operations, enabling proactive management of CSR's.

Video Introduction Invoice Processing Automation This template is the automation behind a simple incoming invoice automation tool (AP automation) tool built in Airtable. Link to the Airtable base, and all other tools used, is in notes on the left of the automation. How it works See how it works on video: Full Video Walkthrough 1) We get an email with an invoice attachment: 2) Processes and adds the data to an Airtable interface: 3) Once we approved it and Due date approaches, it shows among Due invoices, where we can track if it's paid. Looking for customization or a custom business app? 📞 Book a Call | 💬 DM me on Linkedin