Workflow Templates

Chat to write or reword a blog post. The workflow stores each result in Google Sheets and uses a sub-workflow “Google tool” to count rows per session (your running context). If a session exceeds a row threshold, the flow can branch (e.g., stop or notify). ⚙️ Setup Instructions 1️⃣ Set Up OpenAI Connection Go to OpenAI Platform Navigate to OpenAI Billing Add funds to your billing account Copy your API key into the OpenAI credentials in n8n 2️⃣ Prepare Your Google Sheet Connect your Data in Google Sheets Use this format: Sample Sheet Row 1 = column names (e.g., session, Rows, output) Data in rows 2–100 (or more if you prefer) In n8n, use Google Sheets OAuth2 → pick your Spreadsheet and Worksheet (Optional) You can adapt this to Airtable, Notion, or a Database 🧠 How It Works Chat Trigger**: Provide a topic (write) or paste existing text (reword). Code Node (“Choose to Write or Edit Blog”)**: Builds a system_prompt + user_prompt Instructs the agent to call the Google tool (sub-workflow) with only the sessionid to count existing rows. Tool Workflow (“google”)**: Fetches rows from the sheet → filters by session → summarizes row count. Agent (“Blog Writer & Editor”)**: Returns structured JSON (items/rows, session, blog body). Store (Google Sheets)**: Appends { session, Rows, output } to the sheet. If Node**: Example rule: Rows > 3 → branch/limit/notify as needed. 💬 Example Prompts “Write a 600-word blog about n8n agents with 3 bullet takeaways. Session: abc123.” “Reword this post into a concise LinkedIn article. Session: launchQ3:\n<your text here>” “Draft a blog intro and 5 SEO headlines on marketing automation. Session: mkt-01.” 📬 Contact Need help tailoring this to Airtable/Notion/DB, or adding auto-publishing? 📧 rbreen@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com

Streamline invoice management with this automated n8n workflow. Triggered daily at 9 AM, it fetches pending invoices, filters overdue ones, uses AI to generate personalized reminders, and sends them to clients. It also tracks payments via webhooks, updates statuses, and provides daily summaries to the finance team, ensuring efficient cash flow oversight. Key Features Daily checks at 9 AM ensure timely invoice tracking. AI generates personalized reminders and payment confirmations. Real-time webhook integration for payment updates. Daily summaries and activity logs enhance financial visibility. Workflow Process Schedule Daily Check** runs every day at 9 AM to initiate the workflow. Fetch Pending Invoices** queries the database for unpaid invoices. Filter Overdue Invoices** separates overdue invoices based on due dates. Calculate Reminder Logic** applies smart logic for reminder timing and urgency. Prepare AI Prompt** formats data into a tailored prompt for AI. AI Agent for Generate Email** uses AI to create personalized reminder emails. Format Email** styles the email with HTML for a professional look. Send Email Reminder** delivers the reminder to clients. Update Reminder Status** logs the sent reminder in the database. Create Activity Log** generates a manual log for auditing. Save Input Log** archives raw input data for analysis. Generate Daily Summary** creates a report of daily metrics. Send Summary to Finance Team** emails the summary to the team. Webhook Payment Received** captures payment confirmations via POST. Update Payment Status** updates the invoice status to "paid" in the database. Webhook Response** sends an acknowledgment to the payment gateway. Webhook Logic Filtering** validates webhook data. Prepare AI Prompt (in payment branch)** formats payment data for AI. Chat Memory Tool (in payment branch)** maintains context for AI. Generate Email (in payment branch)** creates a payment confirmation email. Send Payment Confirmation** emails the confirmation to the client. Setup Instructions Import the workflow into n8n and configure database credentials (e.g., Google Sheets or SQL) for "Fetch Pending Invoices." Set up the AI service (e.g., OpenAI GPT) with an API key for email generation. Configure Gmail API Key for sending emails and Slack (if integrated) for team alerts. Test the workflow by adding overdue invoices and simulating a payment webhook. Adjust reminder logic and thresholds (e.g., 7 days overdue) as needed. Prerequisites Database access (e.g., Google Sheets OAuth2 or SQL credentials) OpenAI API key for AI email generation Gmail API Key for email notifications Payment gateway webhook integration (e.g., Stripe) Structured invoice data format Database Structure: Create a table/sheet with columns: Invoice ID Client Name Amount Due Date Status Reminder Sent Payment Date Modification Options Adjust the "Schedule Daily Check" to a different time (e.g., 8 AM IST). Customize "Calculate Reminder Logic" for escalation (e.g., multiple reminders). Modify AI prompts for branded or localized email content. Integrate with accounting software (e.g., QuickBooks) for real-time data. Enhance "Generate Daily Summary" with custom financial metrics. Discover more workflows – Get in touch with us

Optimize your performance review process with this automated workflow. Running daily at 8 AM, it retrieves scheduled reviews from a Google Sheet, validates upcoming sessions, processes each review, and sends email reminders to participants. It also updates Google Calendar events, notifies HR via Slack, and logs review statuses back into the sheet — ensuring a seamless, tracked, and multi-channel communication experience. 📅🤖 What This Template Does Step 1: Triggers Daily Check at 8 AM to initiate the review process. ⏰ Step 2: Gets Review Schedule by reading planned reviews from a Google Sheet. Step 3: Filters Upcoming Reviews to focus on sessions within the next 3 days. Step 4: Validates Reviews Scheduled? Ensures reviews exist and are ready to process. Step 5: Splits into Manual to handle each review individually. Step 6: Prepares Review Data for notifications and updates. Step 7: Branches actions:   → Sends Email Reminder to participants.   → Updates Calendar Event with the scheduled session.   → Notifies HR on Slack with review details.   → Updates Review Status in the Google Sheet with logged feedback. Key Benefits Automates daily review scheduling and reminders Ensures timely calendar updates and notifications Centralizes feedback logging in Google Sheets Enhances HR visibility with Slack alerts Reduces manual coordination efforts Improves review process consistency Features Daily trigger at 8 AM Google Sheet integration for review schedule Filtering for upcoming reviews (next 3 days) Validation of scheduled reviews Multi-channel notifications (email, Slack) Google Calendar event creation Real-time status updates in sheets Manual processing for individual reviews Requirements GOOGLE_SHEET_ID**: Your Google Sheet ID (structured as below) Credentials Needed:** Google Sheets OAuth2 Gmail API Key Google Calendar OAuth2 Slack Bot Token (with chat:write permissions) Customize:** • Review schedule columns (e.g., Employee, Date, Reviewer, Status) • Reminder email template • Slack channel for HR notifications • Calendar event duration Google Sheet Structure: Create a sheet with columns: Employee Name Review Date Reviewer Status Feedback Updated At Target Audience HR teams managing performance reviews 👥 Managers scheduling regular check-ins ⏳ Organizations ensuring review compliance 📋 Remote teams needing centralized updates 🌐 Companies prioritizing employee feedback 📈 Step-by-Step Setup Instructions Set up Google Sheet  → Create a sheet with columns: Employee Name, Review Date, Reviewer, Status, Feedback, Updated At.  → Replace YOUR_SHEET_ID in the workflow with your actual Sheet ID. Configure Daily Trigger  → Set the "Daily Check at 8 AM" node to run at 8:00 AM IST (adjust for timezone if needed). Connect Google Calendar  → Enable Google Calendar OAuth2 and select the relevant calendar (e.g., hr@company.com). Customize Review Filter  → In "Filter Upcoming Reviews," set the range to check the next 3 days from today (e.g., October 24–27, 2025). Set Up Notifications  → Edit the "Send Email Reminder" template (e.g., include review date and link).  → Configure "Notify HR on Slack" with your HR channel ID. Test the Flow  → Add a test review entry in the sheet (e.g., date within 3 days).  → Run manually or wait until 8 AM IST on October 25, 2025 → Verify email, calendar event, Slack message, and sheet update. Go Live  → Enable the daily trigger.  → Monitor sheet and notifications for the first run. Workflow Complete! Reviews scheduled, reminders sent, and feedback logged — all on autopilot. Metrics to Track: Reviews scheduled daily Reminder delivery success Calendar update rate Feedback logging completion

Who's it for This workflow is perfect for digital marketing agencies, sales teams, and business development professionals who want to automate lead qualification, scoring, and personalized outreach. If you're tired of manually reviewing every form submission and crafting individual responses, this template will save you hours while improving response quality. What it does This AI-powered lead management system automatically processes JotForm submissions through a sophisticated 6-step pipeline: Captures leads from JotForm submissions in real-time Scores each lead using AI (GPT-4.1-nano) based on budget, company fit, and project clarity Logs all data to Google Sheets with AI scores, tiers (high/medium/low), and reasoning Enriches company information by fetching industry, employee count, tech stack, and location data Generates personalized emails that reference the lead's specific needs and company insights Sends tailored responses via Gmail with tier-appropriate calls-to-action High-tier leads get priority treatment with direct calendar links, medium-tier leads receive consultation offers, and low-tier leads are sent helpful resources—all automatically. How to set up Requirements JotForm account with a contact form (free tier works) OpenAI API key with GPT-4.1-nano access Google account for Sheets and Gmail Company enrichment API endpoint (see setup guide below) Setup steps Clone this workflow to your n8n instance Configure JotForm Trigger: Connect your JotForm account and select your contact form Add OpenAI credentials: Both AI nodes use the same OpenAI API key Set up Google Sheets: Create a new spreadsheet with columns: first_name, last_name, company, email, message, estimated_budget, ai_score, ai_tier, ai_reasoning Configure Gmail: Connect your Gmail account for sending responses Set up enrichment API: Deploy the company enrichment workflow (workflow #9960) and update the webhook URL in the "API: Company Enrichment Request" node Company Enrichment API Setup The enrichment API is a separate workflow that fetches company data. You can: Use the enrichment workflow template Deploy it to your n8n instance Update the webhook URL in the HTTP Request node to point to your deployed version How to customize Adjust AI scoring criteria: Modify the system prompt in "AI: Lead Scoring Analysis" to match your ideal customer profile and budget thresholds Customize email templates: Edit the system prompt in "AI: Generate Personalized Email" to match your brand voice and offerings Add more data points: Extend the Google Sheets schema to capture additional form fields or enrichment data Change email provider: Swap Gmail for Outlook, SendGrid, or any SMTP service Add notifications: Insert a Slack or Discord node after lead scoring to alert your team about high-tier leads instantly Implement lead routing: Add an IF node after scoring to route high-value leads to senior team members.

Verified Visitor Pass Generator Overview Transform your visitor management process with this fully automated, enterprise-grade workflow. The Verified Visitor Pass Generator eliminates manual data entry, prevents fake registrations through email verification, and creates professional branded visitor passes in under 30 seconds. What This Workflow Does This comprehensive automation handles the complete visitor onboarding lifecycle: Captures Visitor Data - Receives form submissions via webhook from Jotform, Typeform, or any custom form Verifies Email Authenticity - Uses VerifiEmail API to validate emails and block disposable/fake addresses Generates Unique IDs - Creates visitor IDs with timestamps for tracking and security Creates QR Codes - Generates scannable QR codes containing visitor information for fast check-in Designs Digital Passes - Produces professional, branded visitor badges with HTML/CSS to Image Sends Email Notifications - Delivers passes to visitors with visit details and instructions Alerts Security Team - Posts real-time notifications to Slack with visitor details Maintains Audit Trail - Logs all visitor data to Google Sheets for compliance and reporting Key Features ✅ Email Verification - Blocks fake registrations (95%+ accuracy) ✅ Branded Badges - Customizable design with logo, colors, and QR codes ✅ Instant Delivery - Visitors receive passes within 30 seconds ✅ Real-Time Alerts - Security team gets Slack notifications immediately ✅ Complete Audit Trail - All visitor data logged to Google Sheets ✅ Mobile-Friendly - Passes work on any smartphone ✅ QR Code Integration - Fast scanning for contactless check-in ✅ Professional Templates - HTML email templates included ✅ Error Handling - Invalid emails automatically rejected ✅ Zero Manual Work - 100% automated from submission to delivery Perfect For 🏢 Coworking spaces and shared offices 🏛️ Corporate offices and headquarters 🎪 Event venues and conference centers 🏥 Healthcare facilities 🏫 Educational institutions 🏭 Manufacturing facilities 🏨 Hotels and hospitality venues Business Impact Before Automation: ⏱️ 10-15 minutes per visitor (manual process) 📝 Manual data entry errors 🔒 No email verification 📊 No centralized tracking 💸 High labor costs After Automation: ⚡ 30 seconds per visitor ✅ Zero manual work 🔐 Email verification prevents fraud 📈 Complete analytics and reporting 💰 99% cost reduction Use Cases Scenario 1: Daily Office Visitors A coworking space receives 50 visitors daily. The workflow automatically verifies each visitor, generates professional passes, and maintains a searchable database for security compliance. Scenario 2: Event Registration A conference venue uses the workflow for event check-in. Attendees receive QR-coded passes that security scans for instant verification. Scenario 3: Contractor Management A corporate office tracks all contractor visits with automated logging, ensuring compliance with safety regulations and insurance requirements. Customization Options Easy Customizations: Change company logo and branding colors Modify email templates and messaging Adjust badge design and layout Add custom visitor fields Update location and contact information Advanced Customizations: Add SMS notifications (Twilio integration) Implement visitor pre-approval workflow Create recurring visitor fast-track Add NDA/terms acceptance step Integrate with access control systems Build visitor analytics dashboard What Users Love ⭐⭐⭐⭐⭐ "Reduced our visitor processing time from 10 minutes to 30 seconds. Game changer!" ⭐⭐⭐⭐⭐ "The email verification feature stopped all fake registrations. Security team loves it." ⭐⭐⭐⭐⭐ "Professional badges make our coworking space look enterprise-grade. Clients are impressed." 🔧 Required Integrations & Credentials 1. VerifiEmail API (Required) Setup:** Sign up at https://verifi.email and get API token 2. HTMLCSSToImage API (Required) Setup:** Sign up at https://htmlcsstoimg.com and get API credentials 3. Gmail OAuth2 or SMTP (Required) Setup:** Connect Gmail account via OAuth2 in n8n 4. Slack API (Required) Setup:** Create Slack app and get OAuth token 5. Google Sheets OAuth2 (Required) Setup:** Connect Google account and create spreadsheet 🎯 Quick Start Guide Step 1: Setup Credentials Create VerifiEmail account and get API token Setup HTMLCSSToImage API credentials Connect Gmail account via OAuth2 Create Slack app and get bot token Connect Google Sheets account Step 2: Configure Nodes Update company name in HTML badge template Replace logo in badge design (line 76 in HTML/CSS node) Update email template with your contact info Set Slack channel ID for notifications Create Google Sheets with proper column headers Step 3: Test Workflow Click "Execute Workflow" with test data Verify email is sent to test address Check Slack notification appears Confirm data logs to Google Sheets Scan QR code to verify it works Step 4: Activate Toggle workflow to "Active" Copy webhook URL to your form Submit first real visitor registration Monitor execution logs for issues 📈 Monitoring & Analytics Track these metrics in Google Sheets: Total visitors processed Email verification success rate Peak visitor hours/days Most common visit purposes Visitor company frequency Average processing time 📄 License This workflow is provided as-is for use in your n8n instance. Feel free to modify and adapt to your needs.

Transform your Google Form into an intelligent customer support system that automatically analyzes, prioritizes, and responds to every inquiry with AI-powered personalization. Who's it for This workflow is perfect for: Customer support teams** handling high volumes of form submissions Small businesses** looking to provide instant, professional responses 24/7 E-commerce stores** managing product inquiries, complaints, and refunds Service providers** triaging appointment requests and support tickets Event organizers** responding to registration questions How it works When someone submits your Google Form, this workflow: Triggers instantly** from new Google Sheets row Analyzes with AI** to determine urgency (low/medium/high), category (technical/sales/support/billing), and sentiment (positive/neutral/negative) Routes intelligently** based on priority level to appropriate response template Generates personalized reply** using OpenAI, tailored to urgency and sentiment Sends auto-reply** via Gmail with professional formatting Alerts your team** on Slack for high-priority cases requiring human follow-up Logs everything** to tracking sheet for analytics and audit trail Set up steps Time to set up: approximately 15-20 minutes Prerequisites Google Form connected to Google Sheets OpenAI API key (get one at platform.openai.com) Gmail account for sending emails Slack workspace (optional, for team alerts) Configuration steps Connect Google Sheets Trigger to your form response sheet Update column names in "Map Form Column Names" node (default: Name, Email Address, Inquiry) Add OpenAI credentials - uses GPT-4o-mini for cost efficiency (approximately $0.001 per inquiry) Connect Gmail via OAuth2 for sending auto-replies Create tracking sheet with columns: timestamp, name, email, urgency, category, sentiment, summary, keywords, subject, inquiry (Optional) Connect Slack for high-priority notifications Test with sample data before activating Requirements Google Form (free) Google Sheets (free) OpenAI API account (approximately $0.001-0.002 per inquiry with GPT-4o-mini) Gmail account (free) Slack workspace (optional, free tier available) n8n Cloud or self-hosted instance How to customize Adjust triage criteria: Edit the "Analyze with AI Triage" prompt to define what qualifies as high/medium/low urgency for your business. Add custom categories beyond the default five (technical/sales/support/billing/general). Modify response templates: Customize the three response generation nodes to match your brand voice. Add company-specific information, policies, or FAQ links. Adjust tone from formal to casual based on your audience. Add advanced features: Insert CRM integration to check customer history before responding Add condition nodes to route specific categories to different team members Include file attachments (brochures, manuals) based on inquiry type Implement follow-up sequences with Wait nodes Connect multiple notification channels (Discord, email, SMS) Multi-language support: The AI automatically detects and responds in the inquiry's language. Customize prompts with language-specific instructions if needed. Use cases Product support:** Auto-respond to "how to use" questions with relevant documentation Complaint management:** Immediately acknowledge issues and alert team for urgent follow-up Lead qualification:** Instantly engage sales inquiries while routing to appropriate sales rep Appointment requests:** Confirm booking inquiries and provide next steps Feedback collection:** Thank customers and categorize feedback for analysis

This n8n workflow automates the monitoring, health assessment, and self-healing of AWS EC2 instances in production environments. It runs periodic checks, identifies unhealthy instances based on status and metrics, restarts them automatically, and notifies teams via multi-channel alerts while logging data for auditing and reporting. Key Features Triggers health checks every 5 minutes to proactively monitor EC2 fleet status. Fetches and loops through all production EC2 instances for individualized analysis. Evaluates instance health using AWS metrics and custom thresholds to detect issues like high CPU or stopped states. Performs automatic restarts on unhealthy instances to minimize downtime. Sends instant WhatsApp notifications for urgent alerts, detailed email reports for team review, and logs metrics to Google Sheets for long-term tracking. Includes sticky notes for quick reference on configuration, self-healing logic, and alert setup. Workflow Process The Schedule Trigger node runs the workflow every 5 minutes, ensuring frequent health monitoring without overwhelming AWS APIs. The Get EC2 Instances node fetches all production-tagged EC2 instances from AWS, filtering by environment (e.g., tag: Environment=Production). The Loop Over Instances node iterates through each fetched instance individually, allowing parallel processing for scalability. The Check Instance Status node retrieves detailed health metrics for the current instance via AWS API (e.g., status checks, CPU utilization, and state). The Health Status Check node evaluates the instance's status against predefined thresholds (e.g., failed system checks or high load); if healthy, it skips to logging. The Analyze Health Data node assesses metrics in depth to determine action (e.g., restart if CPU > 90% for 5+ minutes) and prepares alert payloads. The Restart Instance node automatically initiates a reboot on unhealthy instances using AWS EC2 API, with optional dry-run mode for testing. The WhatsApp Notification node (part of Multi-Channel Alerts) sends instant alerts via Twilio WhatsApp API, including instance ID, issue summary, and restart status. The Email Report node generates and sends a detailed HTML report to the team via SMTP, summarizing checked instances, actions taken, and metrics trends. The Google Sheets Logging node appends health data, timestamps, and outcomes to a specified spreadsheet for historical analysis and dashboards. The Sticky Notes nodes provide inline documentation: one for AWS credential setup, one explaining self-healing thresholds, and one for alert channel configurations. Setup Instructions Import the workflow into n8n and activate the Schedule Trigger with a 5-minute cron expression (e.g., */5 * * * *). Configure AWS credentials in the Get EC2 Instances, Check Instance Status, and Restart Instance nodes using IAM roles with EC2 read/restart permissions. Set up Twilio credentials in the WhatsApp Notification node, including your Twilio SID, auth token, and WhatsApp-enabled phone numbers for sender/receiver. Add SMTP credentials (e.g., Gmail or AWS SES) in the Email Report node, and update sender/receiver email addresses in the node parameters. Link Google Sheets in the Google Sheets Logging node by providing the spreadsheet ID, sheet name, and OAuth credentials for write access. Customize health thresholds in Health Status Check and Analyze Health Data (e.g., via expressions for CPU/memory limits). Test the workflow by manually executing it on a small set of instances and verifying alerts/logging before enabling production scheduling. Review sticky notes within n8n for quick tips, and monitor executions in the dashboard to fine-tune intervals or error handling. Prerequisites AWS account with EC2 access and IAM user/role for DescribeInstances, DescribeInstanceStatus, and RebootInstances actions. Twilio account with WhatsApp sandbox or approved number for notifications. SMTP email service (e.g., Gmail, Outlook) with app-specific passwords enabled. Google Workspace or personal Google account for Sheets integration. n8n instance with AWS, Twilio, SMTP, and Google Sheets nodes installed (cloud or self-hosted). Production EC2 instances tagged consistently (e.g., Environment=Production) for filtering. Modification Options Adjust the Schedule Trigger interval to hourly for less frequent checks or integrate with AWS CloudWatch Events for dynamic triggering. Expand Analyze Health Data to include advanced metrics (e.g., disk I/O via CloudWatch) or ML-based anomaly detection. Add more alert channels in Multi-Channel Alerts, such as Slack webhooks or PagerDuty integrations, by duplicating the WhatsApp/Email branches. Enhance Google Sheets Logging with charts or conditional formatting via Google Apps Script for visual dashboards. Implement approval gates in Restart Instance (e.g., via email confirmation) to prevent auto-restarts in sensitive environments. Explore More AI Workflows: Get in touch with us for custom n8n automation!

This n8n template demonstrates how to automatically analyze all your accumulated notes from the past week and generate actionable insights, task lists, and priorities using AI. Use cases are many: Try automating weekly planning sessions, extracting action items from meeting notes, identifying recurring themes in your thoughts, or creating data-driven weekly reports for personal productivity tracking! Good to know ChatGPT analysis costs approximately $0.01-0.05 per week depending on the volume of notes The workflow uses advanced date filtering to process exactly 7 days of content Email sending requires SMTP configuration (Gmail, Outlook, etc.) Perfect companion:* Works seamlessly with the "Audio Notes to Google Docs*" workflow - it reads and analyzes all notes created by that system! How it works A schedule trigger runs every Sunday at your preferred time (default: 11 PM) The workflow reads your complete Google Doc containing all accumulated notes A smart filter function extracts only entries from the past 7 days using date stamp recognition The filtered content gets sent to ChatGPT which analyzes patterns and extracts: Actionable tasks for next week Important deadlines and appointments Key insights and learnings Top 3 priorities Category distribution (Work, Private, Health, etc.) A second AI call creates a personalized email summary with context and recommendations The structured analysis gets appended to your Google Doc as a weekly summary You receive a Telegram notification when the review is complete A detailed email report lands in your inbox with the full analysis and action items How to use The workflow runs automatically every Sunday - no manual intervention needed Adjust the schedule trigger to your preferred day/time for weekly planning Review the email summary and use the extracted tasks for your upcoming week planning The Google Doc serves as your permanent archive of weekly insights Requirements Google Docs API access to read your notes document OpenAI API account for ChatGPT analysis (GPT-4 recommended for best results) SMTP email configuration for sending summary reports Telegram Bot Token for notifications Prerequisite:* The *"Audio Notes to Google Docs**" workflow or similar system that creates timestamped entries Customising this workflow Modify the AI analysis prompt to focus on specific areas (business metrics, health tracking, learning goals) Add multiple analysis modes (daily, bi-weekly, monthly reviews) Include additional outputs like calendar event creation, task manager integration, or team sharing Connect to project management tools like Notion, Asana, or Monday.com for automatic task creation

Customer Onboarding Email Verification Automated email verification and welcome email workflow that validates new user signups, prevents fake emails, and creates a seamless onboarding experience with real-time team notifications. Features ✅ Real-time email validation with VerifiEmail API ✅ Automatic data sanitization (lowercase, trim whitespace) ✅ Smart typo detection and correction suggestions ✅ Disposable email domain blocking ✅ Professional HTML welcome emails with responsive design ✅ Automatic duplicate prevention in Google Sheets logging ✅ Real-time Slack notifications for sales/marketing teams ✅ MX record and SMTP deliverability checks What You Need Required Accounts/APIs: VerifiEmail API - For email validation (verifi.email) Gmail account (or SMTP server) - For sending welcome emails Google Sheets - For logging verified users Slack workspace - For team notifications (optional but recommended) Setup Instructions Create Google Sheet Create new spreadsheet named "Verified Users" Add headers: Name | Email | Status | Verified At | Original Email | Validation Score Connect Credentials Add VerifiEmail API key in n8n credentials Connect Gmail via OAuth2 (enable 2FA, generate app password if needed) Connect Google Sheets via OAuth2 Connect Slack workspace via OAuth2 Customize Email Template Open "Personalize Welcome Email" node Replace "Your Company" with your brand name (appears 3 times) Update CTA URLs: yourapp.com/dashboard → Your actual dashboard URL yourapp.com/getting-started → Your docs/guide URL yourapp.com/support → Your support page URL Modify colors: Purple gradient #667eea to #764ba2 (line 37) Configure Slack Channel Create #new-signup channel in Slack (or use existing) Update channel in "Team Notification" node Test Workflow Activate workflow Copy webhook URL from Webhook node Test with: curl -X POST [webhook-url] -H "Content-Type: application/json" -d '{"name":"Test User","email":"test@gmail.com"}' Integrate with Your Signup Form Point form submission to webhook URL Ensure payload includes name and email fields Input Format Send POST request to webhook with this JSON: { "name": "John Doe", "email": "johndoe@gmail.com" } The workflow handles various input formats (nested in body field, query params, etc.) and sanitizes automatically. Output After execution, you'll get: Email validated via VerifiEmail API with deliverability score Welcome email sent to user with personalized greeting and CTAs User logged to Google Sheets with timestamp and validation details Slack notification sent to team with user details and status Invalid emails blocked with typo correction suggestions prepared For Valid Emails (~85-90%): Professional HTML welcome email delivered Entry added to "Verified Users" sheet Real-time Slack alert to #new-signup channel For Invalid Emails (~10-15%): Workflow stops with error message No email sent (prevents bounces) Typo suggestion prepared (e.g., gmial.com → gmail.com) Customization Change Email Design: Edit the "Personalize Welcome Email" node HTML: Colors**: Change gradient in line 37: background: linear-gradient(135deg, #667eea 0%, #764ba2 100%) Logo**: Add `` tag in header section Buttons**: Modify CTA text and links in lines 45-65 Footer**: Update copyright year and company name Modify Validation Rules: In "Prepare Correction Email" node, add more typo patterns: const commonTypos = { 'gmial': 'gmail', 'gmai': 'gmail', // Add your custom patterns: 'yourdomain': 'yourcorrectdomain' } Enable Correction Email Sending: Replace "Stop and Error" node with Gmail "Send Email" node: Connect from "Prepare Correction Email" Use {{ $json.email }} as recipient Use {{ $json.emailBody }} as message User receives helpful correction suggestion instead of silent failure Add More Notification Channels: After "Log Valid Users" node, add: Discord webhook for team notifications Microsoft Teams connector Email to sales@ or support@ Custom webhook to your CRM Log Invalid Attempts: Add Google Sheets node after "Prepare Correction Email": Create "Invalid Attempts" tab in same spreadsheet Log: Name, Email, Reason, Suggestion, Timestamp Analyze patterns weekly for form improvements Troubleshooting "undefined" error in Data Sanitization: Check webhook payload structure Verify name and email fields are present Test with the debug code provided in sticky notes All emails marked as invalid: Verify VerifiEmail API key is active Test API directly at verifi.email dashboard Welcome emails not sending: Confirm Gmail OAuth2 is connected (check for expired tokens) Verify sending limits not exceeded Check spam folder if testing with personal email Review Gmail "Sent" folder for delivery confirmation No Slack notifications: Verify OAuth2 connection is active Check bot has permission to post in #new-signup channel Confirm channel ID is correct Test Slack credentials in n8n Duplicate entries in Google Sheets: Verify "Email" is set as matching column Confirm operation is "Append or Update" not just "Append" Check Sheet1 has the exact column names expected High validation failure rate: Review invalid emails in execution logs Check for form submission issues (bots, testing) Verify VerifiEmail API is not blocking legitimate domains Performance Optimization For high-volume signups (>100/day): Switch Slack notifications to hourly digest Implement rate limiting on webhook Consider caching frequent domain validations Use Google Workspace for higher email sending limits Maintenance Weekly: Check VerifiEmail API usage and quota Review Slack notifications for anomalies Scan Google Sheets for data quality Test with sample signup Monthly: Archive old Google Sheets data (>90 days) Review invalid email patterns Update email template if needed Audit credential security Support For issues or questions, visit the n8n community forum.

This n8n template from Intuz provides a complete and automated solution for full-cycle invoicing, orchestrating a seamless flow between Airtable, QuickBooks, and Stripe. This is the ultimate sales-to-cash automation. When a deal in Airtable is marked "Approved for Invoicing," this workflow intelligently syncs customer data across QuickBooks and Stripe (creating them if they don't exist), generates an official QuickBooks invoice, creates a Stripe payment link, and then updates the original Airtable record with all the new IDs and links. Eliminate manual data entry and keep your systems perfectly in sync. Who's this workflow for? Finance, Accounting, and Operations Teams SalesOps and RevOps Teams Small Business Owners and Founders Agencies and Freelancers How It Works: 1. Airtable Trigger & Approval Gate: The workflow starts when a record in your Airtable base is updated. An If node immediately checks if the Status field is set to "Approved for Invoicing." If not, the workflow for that item stops. 2. Customer Sync (QuickBooks & Stripe): The workflow searches for the customer in both QuickBooks and Stripe using the details from Airtable. Using If nodes, it intelligently checks if the customer exists. If a customer is not found in either platform, it creates a new one. This "find-or-create" logic prevents duplicate records. 3. Update Airtable with IDs: Once the customer IDs from both QuickBooks and Stripe are secured (either found or newly created), the workflow updates the original Airtable record with these new IDs for future reference. 4. Generate Financials: Stripe Payment Link: It sends an HTTP request to Stripe to create a unique, ready-to-use payment link for the specified amount. QuickBooks Invoice: It fetches your product list from QuickBooks, finds the matching item from the Airtable record, and generates a formal, detailed invoice. 5. Close the Loop: In the final step, the workflow updates the Airtable record one last time to: Add the QuickBooks Invoice #. Add the Stripe Payment Link. Change the Status to "Invoiced." Step-by-Step Setup Instructions This is an advanced workflow. Follow these setup steps carefully. 1. Connect Your Credentials Airtable: Create and connect a Personal Access Token with data.records:read and data.records:write scopes. QuickBooks: Connect your QuickBooks Online account using OAuth2 credentials. Stripe: Connect your Stripe account using your Secret Key. 2. Airtable Base Setup (Crucial) Your Airtable base must have a table with the following columns. The names must match exactly: Deal Name (Text) Client Name (Text) Client Email (Email) Status (Single-select with options: Draft, Approved for Invoicing, Invoiced) QuickBooks Customer ID (Text) Stripe Customer ID (Text) Stripe Payment Link (URL) QuickBooks Invoice # (Text) Stripe Price Id (Text - The API ID of your price in Stripe, e.g., price_123...) Quantity (Number) Quickbooks Product Name (Text) Created (Created Time) - This is used by the trigger. 3. Configure the n8n Nodes All Airtable Nodes: In each Airtable node, select your Base and Table from the dropdown lists. Get all Quickbook products (HTTP Request Node): You must replace {YOUR_QUICKBOOKS_COMPANY_ID} in the URL with your actual QuickBooks Company ID (also known as a Realm ID). 4. Activate the Workflow Save the workflow and toggle the Active switch to "on". The workflow will now trigger whenever the Created field is updated for a record in your Airtable base. Customization Guidance Changing the Trigger Status: If you use a different status than "Approved for Invoicing," simply update the value in the "IF - Status Check" node. Modifying Invoice Details: You can customize the Description or other line item details in the "Create an invoice" (QuickBooks) node by pulling more fields from your Airtable record. Adding Email Notifications: To notify a customer when their invoice is ready, add a Gmail or SendGrid node after the last Airtable Update node. You can include the Stripe Payment Link and a PDF of the QuickBooks invoice directly in the email. Advanced Error Handling: For a production environment, consider connecting the false output of the various IF nodes or using the .onError() workflow setting to send a Slack or email alert if a customer can't be found or an API call fails. Support For further support, or to develop a custom workflow, reach out to: Website: https://www.intuz.com/services Email: getstarted@intuz.com LinkedIn: https://www.linkedin.com/company/intuz Get Started: https://n8n.partnerlinks.io/intuz For Custom Worflow Automation Click here- Get Started

Introduction Automates patient health monitoring by analyzing submitted health data via AI, determining alert necessity, and notifying family and doctors when critical conditions detected. How It Works Webhook receives health data, AI agent analyzes vitals using OpenRouter with structured parsing. Conditional logic checks alert necessity. If yes: prepares data, emails family, checks doctor criteria, sends doctor email, merges results. If no: skips alerts. Combines outcomes and responds to webhook. Workflow Template Webhook → Extract Data → AI Agent → [OpenRouter + Memory + Parser] → Check Alert → [Prepare + Email Family + Check Doctor + Email Doctor] OR [No Alert] → Merge → Combine → Respond Workflow Steps Reception & Extraction: Webhook receives vitals/symptoms, parses JSON payload AI Analysis: OpenRouter analyzes vitals against ranges, accesses history via Memory Tool, formats assessment via Output Parser Routing & Notification: Conditional logic checks severity. Alert path emails family/doctor if critical. No alert logs status Consolidation: Merges outcomes, sends webhook response Setup Instructions Configure webhook endpoint with auth token. Add OpenRouter API key and select model. Set up AI Agent with Memory Tool and Output Parser. Connect Gmail/SMTP for notifications with recipient addresses. Configure alert thresholds (temp >38.5°C, BP >140/90, HR <60/>100). Set doctor notification criteria. Prerequisites n8n instance, OpenRouter API key, AI model access, Patient database, Gmail/SMTP credentials, Family contacts, Doctor contacts, Webhook authentication Use Cases Chronic Disease: Diabetic submits glucose readings. AI detects >250mg/dL, alerts family and endocrinologist. Elderly Care: Senior's vitals monitored via wearable. AI identifies irregular rhythm, emails caregiver and cardiologist. Customization Adjust thresholds by demographics. Add vital types (O2, glucose trends). Customize AI prompts for conditions. Integrate SMS via Twilio. Add escalation logic. Include medication tracking. Connect EHR systems. Implement frequency limits. Add dashboard reporting. Benefits Rapid Response: Detects emergencies in seconds. Intelligent Filtering: Prevents false alarms. Family Peace: Automated notifications keep loved ones informed. Clinical Efficiency:

How it works Smart influencer discovery**: Automatically finds and qualifies influencers based on your criteria and target audience Automated outreach**: Sends personalized collaboration proposals with dynamic pricing and campaign details Campaign management**: Tracks deliverables, deadlines, and performance metrics in real-time ROI optimization**: Analyzes campaign performance and recommends budget allocation improvements Set up steps Social media APIs**: Connect Instagram, TikTok, YouTube APIs for influencer data collection Influencer databases**: Integrate with platforms like Upfluence, AspireIQ, or Grin Email automation**: Configure your email service for outreach campaigns Analytics tools**: Connect Google Analytics, social media insights for performance tracking Contract management**: Set up digital signature integration for collaboration agreements Payment systems**: Configure PayPal, Stripe for automated influencer payments Key Features 🎯 Smart matching**: AI-powered influencer discovery based on audience overlap and engagement quality 📊 Performance prediction**: Estimates campaign ROI before launch using historical data ⚡ Automated outreach**: Personalized email sequences with dynamic pricing calculations 📈 Real-time tracking**: Live dashboard showing campaign progress and key metrics 💰 Budget optimization**: Automatic budget reallocation based on performance data 🔄 Relationship management**: Long-term influencer relationship tracking and nurturing 📱 Multi-platform support**: Manages campaigns across Instagram, TikTok, YouTube simultaneously 🎨 Content approval**: Automated content review and approval workflows Campaign types supported Product launches**: Coordinated influencer campaigns for new product introductions Brand awareness**: Large-scale campaigns focused on reach and brand recognition Seasonal campaigns**: Holiday and event-specific influencer activations User-generated content**: Campaigns focused on authentic customer testimonials Event promotion**: Influencer partnerships for webinars, conferences, and live events Influencer qualification criteria Audience alignment**: Demographic and interest matching with your target market Engagement quality**: Authentic engagement rates and comment sentiment analysis Content quality**: Visual consistency and brand alignment assessment Collaboration history**: Previous brand partnerships and performance data Reach vs. engagement**: Optimal balance between follower count and engagement rates Performance metrics tracked Reach and impressions**: Total audience exposure across all platforms Engagement rates**: Likes, comments, shares, and saves per post Click-through rates**: Traffic driven to your website or landing pages Conversion tracking**: Sales and leads generated from influencer content Brand mention sentiment**: Positive vs. negative sentiment analysis Cost per engagement**: Efficiency metrics for budget optimization Automation features Influencer scoring**: Automatic ranking based on your custom criteria Outreach sequences**: Multi-touch email campaigns with follow-up automation Content reminders**: Automated deadline tracking and reminder notifications Performance alerts**: Real-time notifications for campaign milestones Payment processing**: Automatic invoice generation and payment scheduling Reporting automation**: Weekly and monthly performance reports This workflow revolutionizes influencer marketing by automating the entire process from discovery to payment, while providing data-driven insights for continuous optimization.