Workflow Templates

This n8n training workflow demonstrates how to connect a sub-workflow as a tool to an AI Agent. In this example, the main workflow is a Website Chatbot that engages visitors, collects contact information, and sends that data to a CRM process. The CRM process itself is a separate sub-workflow, connected to the agent as a tool via the Tool Workflow node. Step-by-Step Setup Instructions 1. Create the Sub-Workflow (CRM Tool) This sub-workflow will be triggered by the AI agent to process collected information. It will: Receive inputs (email, description) from the main chatbot workflow. Format the data into a structured JSON format. Append the data to a Google Sheet (acting as the CRM database). Send a confirmation message back to the main workflow. Steps inside the sub-workflow: When Executed by Another Workflow** – Triggered by the main workflow’s tool node. Convert Conversation (Agent)** – Uses OpenAI to extract and format the input into a JSON structure: { "email": "jane.doe@example.com", "description": "Wants help automating lead intake and sending Slack notifications." } Structured Output Parser – Ensures the extracted data matches the expected JSON schema. Append row in sheet (Google Sheets) – Adds the new lead data to your CRM sheet. Code Node – Returns a simple text confirmation like "Thanks for the info, we will be in touch soon". Required setup for Google Sheets: Enable the Google Sheets API and connect your Google account in n8n. Create a sheet with at least the columns email and description. Use the sheet's Document ID and tab name in the Google Sheets node. 2. Create the Main Workflow (Website Chatbot) This workflow acts as the main AI Agent handling incoming chat messages. Steps in the main workflow: When chat message received – Starts the workflow whenever a visitor sends a message via your chatbot integration. Website Chatbot (Agent Node) – Configured with a System Message that: Briefly explains your services. Asks the visitor what processes they want to automate. Requests their name and email. Sends collected data to the CRM tool once email and description are available. OpenAI Chat Model – Connects to the AI agent as its language model. Simple Memory – Stores short-term context for the ongoing chat. CRM Tool (Tool Workflow Node) – Points to the sub-workflow created in Step 1, allowing the chatbot to trigger it directly. 3. Connecting the Sub-Workflow to the AI Agent Add a Tool Workflow node to the main workflow. Select "Parameter" as the source. Paste in your sub-workflow JSON or select it from your n8n workflows. Connect the Tool Workflow node to your AI Agent using the ai_tool connection. Give the tool a clear description (e.g., crm tool to store lead information) so the agent knows when to use it. 4. How It Works in Action A visitor sends a message through the chatbot. The AI Agent engages, asks questions, and collects their name, email, and request. Once collected, the agent triggers the CRM Tool. The sub-workflow formats the data, stores it in Google Sheets, and sends a confirmation. The chatbot confirms with the visitor that their request was received. 5. Customization Ideas Replace Google Sheets with your actual CRM API. Add validation to ensure the email format is correct before saving. Expand the CRM tool to send a Slack or email notification after storing the lead. Created by Robert A. – Ynteractive Website: https://ynteractive.com Email: robert@ynteractive.com

Overview This automated workflow fetches Upwork job postings using Apify, removes duplicate job listings via Airtable, and sends new job opportunities to Slack. Key Features: Automated job retrieval** from Upwork via Apify API Duplicate filtering** using Airtable to store only unique jobs Slack notifications** for new job postings Runs every 30 minutes** during working hours (9 AM - 5 PM) This workflow requires an active Apify subscription to function, as it uses the Apify Upwork API to fetch job listings. Who is This For? This workflow is ideal for: Freelancers looking to track Upwork jobs in real time Recruiters automating job collection for analytics Developers who want to integrate Upwork job data into their applications What Problem Does This Solve? Manually checking Upwork for jobs is time-consuming and inefficient. This workflow: Automates job discovery based on your keywords Filters out duplicate listings, ensuring only new jobs are stored Notifies you on Slack when new jobs appear How the Workflow Works 1. Schedule Trigger (Every 20 Minutes) Triggers the workflow at 20-minute intervals Ensures job searches are only executed during working hours (9 AM - 5 PM) 2. Query Upwork for Jobs Uses Apify API to scrape Upwork job posts for specific keywords (e.g., "n8n", "Python") 3. Find Existing Jobs in Airtable Searches Airtable to check if a job (based on title and link) already exists 4. Filter Out Duplicate Jobs The Merge Node compares Upwork jobs with Airtable data The IF Node filters out jobs that are already stored in the database 5. Save Only New Jobs in Airtable The Insert Node adds only new job listings to the Airtable collection 6. Send a Slack Notification If a new job is found, a Slack message is sent with job details Setup Guide Required API Keys Upwork Scraper (Apify Token) – Get your token from Apify Airtable Credentials Slack API Token – Connect Slack to n8n and set the channel ID (default: #general) Configuration Steps Modify search keywords in the 'Assign Parameters' node (startUrls) Adjust the Working Hours in the 'If Working Hours' node Set your Slack channel in the Slack node Ensure Airtable is connected properly - you'll need to create a table with 'title' and 'link' columns. Adjust the 'If Working Hours' node to match your timezone and hours, or remove it altogether to receive notifications and updates constantly. How to Customize the Workflow Change keywords: update the startUrls in the 'Assign Parameters' node to track different job categories Change 'If Working Hours': Modify conditions in the IF Node to filter times based on your needs Modify Slack Notifications: Adjust the Slack message format to include additional job details Why Use This Workflow? Automated job tracking without manual searches Prevents duplicate entries in Airtable Instant Slack notifications for new job opportunities Customizable – adapt the workflow to different job categories Next Steps Run the workflow and test with a small set of keywords Expand job categories for better coverage Enhance notifications by integrating Telegram, Email, or a dashboard This workflow ensures real-time job tracking, prevents duplicates, and keeps you updated effortlessly.

Overview This workflow retrieves all blog and event collection items from a Squarespace site and saves them into a Google Sheets spreadsheet. It uses pagination to fetch 20 items per request, ensuring all content is collected efficiently. How It Works The workflow queries your Squarespace blog and event collections. It fetches data in paginated batches (20 items per page). The retrieved data is formatted and inserted into Google Sheets. The workflow runs on demand or on a schedule, ensuring your data stays up to date. Requirements Credentials To use this template, you need: Your Squarespace collection URL Google Sheets API credentials Google Sheets Setup Use this sample Google Sheets template to get started quickly. Who Is This For? This template is designed for: Bloggers looking to manage and analyze content externally. Businesses and marketers tracking content performance. Anyone who needs an automated way to extract Squarespace blog and event data. Explore More Templates Check out my other n8n templates: 👉 n8n.io/creators/bangank36

Who is this for? This subworkflow is ideal for developers and automation builders working with UniPile and n8n to automate message enrichment and LinkedIn lead routing. What problem is this workflow solving? UniPile separates personal and organization accounts into two different API endpoints. This flow handles both intelligently so you're not missing sender context due to API quirks or bad assumptions. What this workflow does This subworkflow is used by: LinkedIn Auto Message Router with Request Detection** LinkedIn AI Response Generator with Slack Approval** It receives a message sender ID and tries to enrich it using UniPile's /people and /organizations endpoints. It returns a clean, consistent profile object regardless of which source was used. Setup Generate a UniPile API token and save it in your n8n credentials Make sure this subworkflow is triggered correctly by your parent flows Test both people and organization lookups to verify responses are normalized How to customize this workflow to your needs Add a secondary enrichment layer using tools like Clearbit or FullContact Customize the fallback logic or error handling Expand the returned data for more AI context or user routing (e.g., job title, region)

Description This workflow automates the extraction of structured data from invoices or similar documents using Docsumo's API. Users can upload a PDF via an n8n form trigger, which is then sent to Docsumo for processing and structured parsing. The workflow fetches key document metadata and all line items, reconstructs each invoice row with combined header and item details, and finally exports all results as an Excel file. Ideal for automating invoice data entry, reporting, or integrating with accounting systems. How It Works A user uploads a PDF document using the integrated n8n form trigger. The workflow securely sends the document to Docsumo via REST API. After uploading, it checks and retrieves the parsed document results. Header information and table line items are extracted and mapped into structured records. The complete result is exported as an Excel (.xls) file. Setup Steps Docsumo Account: Register and obtain your API key from Docsumo. n8n Credentials Manager: Add your Docsumo API key as an HTTP header credential (never hardcode the key in the workflow). Workflow Configuration: In the HTTP Request nodes, set the authentication to your saved Docsumo credentials. Update the file type or document type in the request (e.g., "type": "invoice") as needed for your use case. Testing: Enable the workflow and use the built-in form to upload a sample invoice for extraction. Features Supports PDF uploads via n8n’s built-in form or via API/webhook extension. Sends files directly to Docsumo for document data extraction using secure credentials. Extracts invoice-level metadata (number, date, vendor, totals) and full line item tables. Consolidates all data in easy-to-use Excel format for download or integration. Modular node structure, easily extensible for further automation. Prerequisites Docsumo account with API access enabled. n8n instance with form, HTTP Request, Code, and Excel/Convert to File nodes. Working Docsumo API Key stored securely in n8n’s credential manager. Example Use Cases | Scenario | Benefit | |---------------------|-----------------------------------------| | Invoice Automation | Extract line items and metadata rapidly | | Receipts Processing | Parse and digitize business receipts | | Bulk Bill Imports | Batch process bills for analytics | Notes Credentials Security:** Do not store your API key directly in HTTP Request nodes; always use n8n credentials manager. Sticky Notes:** The workflow includes sticky notes for setup, input, API call, extraction, and output steps to assist template users. Custom Columns:** You can customize header or line item extraction by editing the Code node as needed.

Purpose of workflow: The purpose of this workflow is to automate scraping of a website, transforming it into a structured format, and loading it directly into a Google Sheets spreadsheet. How it works: Web Scraping: Uses the Jina AI service to scrape website data and convert it into LLM-friendly text. Information Extraction: Employs an AI node to extract specific book details (title, price, availability, image URL, product URL) from the scraped data. Data Splitting: Splits the extracted information into individual book entries. Google Sheets Integration: Automatically populates a Google Sheets spreadsheet with the structured book data. Step by step setup: Set up Jina AI service: Sign up for a Jina AI account and obtain an API key. Configure the HTTP Request node: Enter the Jina AI URL with the target website. Add the API key to the request headers for authentication. Set up the Information Extractor node: Use Claude AI to generate a JSON schema for data extraction. Upload a screenshot of the target website to Claude AI. Ask Claude AI to suggest a JSON schema for extracting required information. Copy the generated schema into the Information Extractor node. Configure the Split node: Set it up to separate the extracted data into individual book entries. Set up the Google Sheets node: Create a Google Sheets spreadsheet with columns for title, price, availability, image URL, and product URL. Configure the node to map the extracted data to the appropriate columns.

Boost engagement on your Discord server by automatically sharing new YouTube videos along with AI generated summaries of their content. This workflow is ideal for content creators and community managers looking to provide value and spark interest through summarized content, making it easier for community members to decide if a video is of interest to them. Watch this video tutorial to learn more about the template. How it works RSS Feed Trigger**: Monitors your YouTube channel for new uploads using the RSS feed. Video Captions Retrieval**: Fetches video captions using the YouTube API to get detailed content data. AI Summary Generation**: Uses an AI model to generate concise summaries from the video captions, highlighting key points. Discord Notification**: Posts video announcements along with their AI generated summaries to a specified Discord channel using a webhook. Set up steps Configure YouTube RSS Feed: Set up the RSS feed node to detect new video uploads. Add your YouTube channel ID to the URL in the first node: https://www.youtube.com/feeds/videos.xml?channel_id=YOUR_CHANNEL_ID. Connect OpenAI Account: To enable AI summary generation, connect your OpenAI account in n8n. Set Up Discord Webhook: Create a webhook in your Discord server and configure it in the Discord node. Design the Message: Format the Discord message as you like to include the video title, link, and the AI generated summary. Example This template empowers you to maintain a highly engaging Discord community, ensuring members receive not only regular updates but also valuable insights into each video's content without needing to watch immediately.

This n8n template from Intuz provides a complete and automated solution for real-time financial reporting. It instantly syncs new QuickBooks invoices to Google Sheets, using specific invoice data or keywords as triggers to ensure your financial records are always accurate and up-to-date. It uses a webhook to capture every new or updated invoice and logs the essential details into a designated Google Sheet. Perfect for creating custom reports, data backups, or a real-time dashboard of your accounts receivable. Use Cases Financial Reporting:** Create a simple, shareable Google Sheet for team members who don't have QuickBooks access. Data Backup:** Maintain a secure, independent log of all your invoices outside of the QuickBooks ecosystem. Custom Dashboards:** Use the Google Sheet as a data source for tools like Google Data Studio or Grafana to build custom financial dashboards. Auditing:** Easily track the history and status of all invoices in a simple, searchable spreadsheet format. How it Works 1. Instant Webhook Trigger: The workflow activates the moment an invoice is created or updated in QuickBooks. The QuickBooks webhook sends a notification to n8n, kicking off the process in real time. 2. Fetch Full Invoice Details: The initial webhook notification only contains the invoice ID. This node uses that ID to make a call back to the QuickBooks API and retrieve the complete invoice data, including customer name, due date, and more. 3. Format Key Data: A simple Code node cleans up the data fetched from QuickBooks. It extracts only the fields you need—ID, Domain, Customer Name, and Due Date—and structures them perfectly for the next step. 4. Append or Update in Google Sheets: The final node connects to your Google Sheet and uses the powerful "Append or Update" operation. If the ID of the invoice doesn't exist in the sheet, it adds a new row. If the ID already exists, it updates the existing row with the latest information. This ensures your Google Sheet is always a perfect mirror of your QuickBooks invoice data, preventing duplicates and keeping everything current. Setup Instructions For this workflow to run successfully, follow these setup steps: 1. Credentials: QuickBooks: Connect your QuickBooks account credentials to n8n. Google: Connect your Google account using OAuth2 credentials. Ensure the Google Sheets and Google Drive APIs are enabled. 2. QuickBooks Webhook Configuration: Activate the workflow. Copy the Production URL from the Webhook node. In your Intuit Developer Portal, go to the webhooks section for your app. Paste the URL and subscribe to Invoice events (e.g., Create, Update). 3. Google Sheet Setup: Create a Google Sheet for your invoice data. Crucially, create the following headers in the first row of your sheet: -ID -Domain -Customer Name -Due Date 4. Node Configuration: In the Append or update row in sheet node, select your Google Sheet document and the specific sheet name from the dropdown lists. The columns should map automatically if you've set up the headers correctly. Connect with us Website: https://www.intuz.com/cloud/stack/n8n Email: getstarted@intuz.com LinkedIn: https://www.linkedin.com/company/intuz Get Started: https://n8n.partnerlinks.io/intuz

Auto-generate & post content using AI This workflow helps you create daily content using just a topic prompt. It writes a tweet, generates an image, and publishes across Twitter, Facebook, and LinkedIn — all on autopilot. How it works Triggers daily at 10 PM to start the flow Uses OpenAI to generate a niche topic title Writes a short-form post (tweet style) with hashtags Generates a Japanese anime-style image for visual context Saves everything in Google Sheets Publishes automatically on Twitter, LinkedIn, and Facebook Set up steps You’ll need OpenAI, Google Sheets, and social media credentials (Twitter, Facebook, LinkedIn) Takes about 10–15 minutes to configure if you already have the credentials ready Make sure your Sheet and API keys are properly linked before activating 📝 Keep detailed notes inside the workflow with sticky notes for easier handoff or collaboration.

Automating LinkedIn Profile Discovery with Verification Use Case Accurately identifying and verifying a person’s LinkedIn profile is essential for prospecting, recruiting, or contact enrichment. This automation ensures high accuracy by combining search logic with optional profile validation. What This Automation Does This automation locates and verifies a LinkedIn profile using the following inputs: Person_info**: Any identifying information about the person (e.g., name, company, email). Airtop_profile**: Your Airtop Profile authenticated on LinkedIn, used for verifying the profile. How It Works Extracts a likely LinkedIn URL by performing a Google search using the provided person info. Validates the result (if Airtop Profile is provided): Visits the LinkedIn profile. Verifies match by checking the content (e.g., experience, role) against the person info. Returns a verified LinkedIn profile URL or "NA" if not found or not valid. Setup Requirements Airtop API Key Optional but recommended: an Airtop Profile authenticated on LinkedIn. Next Steps Combine with Email Lookup**: Use email-to-profile tools upstream to gather inputs. CRM Integration**: Automatically append LinkedIn profiles to contact records. Automate Outreach**: Use the verified URLs for personalized LinkedIn engagement workflows. Read more about how find and verify Linkedin profiles

Who is this for? This workflow template is perfect for content creators, researchers, students, or anyone who regularly works with audio files and needs to transcribe and summarize them for easy reference and organization. What problem does this workflow solve? Transcribing audio files and summarizing their content can be time-consuming and tedious when done manually. This workflow automates the process, saving users valuable time and effort while ensuring accurate transcriptions and concise summaries. What this workflow does This template automates the following steps: Monitors a specified Google Drive folder for new audio files Sends the audio file to OpenAI's Whisper API for transcription Passes the transcribed text to GPT-4 for summarization Creates a new page in Notion with the summary Setup To set up this workflow: Connect your Google Drive, OpenAI, and Notion accounts to n8n Configure the Google Drive node with the folder you want to monitor for new audio files Set up the OpenAI node with your API key and desired parameters for Whisper and GPT-4 Specify the Notion database where you want the summaries to be stored How to customize this workflow Adjust the Google Drive folder being monitored Modify the OpenAI node parameters to fine-tune the transcription and summarization process Change the Notion database or page properties to match your preferred structure With this AI-powered workflow, you can effortlessly transcribe audio files, generate concise summaries, and store them in a structured manner within Notion. Streamline your audio content processing and organization with this automated template.

Convert PDF documents to AI-generated podcasts with Google Gemini and Text-to-Speech Transform any PDF document into an engaging, natural-sounding podcast using Google's Gemini AI and advanced Text-to-Speech technology. This automated workflow extracts text content, generates conversational scripts, and produces high-quality audio files. Who is this for? This workflow template is perfect for content creators, educators, researchers, and marketing professionals who want to repurpose written content into audio format. Ideal for creating podcast episodes, educational content, or making documents more accessible. What problem does this solve? Converting written documents to engaging audio content manually is time-consuming and requires scriptwriting skills. This workflow automates the entire process, turning static PDFs into dynamic, conversational podcasts that sound natural and engaging. What this workflow does Extracts text from uploaded PDF documents Generates podcast script using Google Gemini AI with conversational tone Converts script to speech using Google's advanced TTS with customizable voices Processes audio into properly formatted WAV files Saves final podcast ready for distribution Setup Obtain API credentials: Get Google Gemini API key from AI Studio Configure credentials in n8n as "Google Gemini(PaLM) Api account" Configure voice settings: Choose from available voices: Kore (professional), Aoede (conversational), Laomedeia (energetic) Customize script generation prompts if needed Test the workflow: Upload a sample PDF file Verify audio output quality Adjust voice settings as preferred How to customize this workflow Modify script style:** Edit the prompt in the "Generate Podcast Script" node to change tone, length, or format Change voice:** Update the voice name in "Prepare TTS Request" node Add preprocessing:** Insert text cleaning nodes before script generation Integrate with storage:** Connect to Google Drive, Dropbox, or other storage services Add notifications:** Include Slack or email notifications when podcasts are ready Note: This template requires Google Gemini API access and works best with text-based PDF files under 10MB.