Workflow Templates

Description: Transform your Jira project management workflow with this intelligent n8n automation template that continuously tracks, scores, and reports the health of Jira Epics. The automation runs every 6 hours, fetches all active Epics, analyzes linked issues for performance, quality, and stability metrics, and automatically flags at-risk Epics. It updates Jira fields, sends alerts to Slack, logs trends in Google Sheets, and syncs visibility with Monday.com—ensuring teams stay proactive, not reactive. Ideal for agile teams, project managers, and product owners looking to monitor delivery health, detect risks early, and maintain transparent reporting across tools. ✅ What This Template Does (Step-by-Step) ⏱ Trigger Every 6 Hours: Automatically executes every six hours to keep health data updated in near real-time. 📥 Fetch All Epics from Jira: Retrieves all Epics, their keys, and fields via the Jira API to establish a full analysis scope. 🔀 Split Epics for Processing: Converts the batch of Epics into individual items, enabling sequential metric analysis. 🔗 Fetch Linked Issues: Collects all issues linked to each Epic, capturing their types, statuses, cycle times, and labels for deeper health analysis. 📈 Calculate Health Score: Computes a weighted score (0–1 scale) based on: • 40% Average Cycle Time • 30% Bug Ratio • 20% Churn (Reopened issues) • 10% Blocker Ratio Scores above 0.6 indicate at-risk Epics. ⚖️ Decision Gate: At-Risk or Healthy: If the health score exceeds 0.6, the workflow automatically initiates corrective actions. 🔧 Update Jira Epic: Updates Jira with the computed health score and adds an “At Risk” label for visibility in dashboards and filters. 🚨 Send Slack Alerts: Notifies the #project-alerts channel with Epic details, health score, and direct Jira links for immediate attention. 📋 Update Monday.com Pulse: Syncs health metrics and risk status back to your Monday board, maintaining cross-platform transparency. 📊 Log to Google Sheets: Appends health score logs with timestamps and Epic keys for trend analysis, audits, and dashboard creation. 🧠 Key Features ✔️ Automated Jira Epic health scoring (cycle time, churn, bugs, blockers) ✔️ Real-time risk flagging with Slack alerts ✔️ Integrated cross-tool visibility (Jira + Monday + Sheets) ✔️ Continuous trend tracking for performance improvement ✔️ Secure API-based automation 💼 Use Cases 💡 Track project delivery health and spot risks early 📈 Build executive dashboards showing team velocity and quality 🤝 Align product and engineering with shared visibility 🧾 Maintain a compliance audit trail of Epic health trends 📦 Required Integrations • Jira Software Cloud API – for Epic and issue data • Slack API – for real-time team alerts • Monday.com API – for visual board updates • Google Sheets API – for historical tracking and analytics 🎯 Why Use This Template? ✅ Prevents project delays by flagging risks early ✅ Provides automated, data-driven Epic health insights ✅ Connects your reporting ecosystem across platforms ✅ Perfect for Agile and DevOps teams driving continuous improvement

This n8n template gives you a chat-style assistant that can search your HubSpot CRM on demand. Ask natural-language questions like “show me leads in Germany” or “what deals close next month,” and the agent translates your request into precise HubSpot searches—then answers in plain English. Great for founders, AEs, and ops folks who want quick answers without clicking through the CRM. How it works Chat trigger** starts a session from your n8n chat UI or embed. AI Agent (Gemini 2.5 Pro)** interprets the message and: Chooses the right HubSpot search (contacts or deals). Fills filter property, operator (EQ, NEQ, GT, GTE, LT, LTE, BETWEEN, IN, NOT\_IN), and value(s). Requests specific properties (email, name, lifecycle stage, owner, activity timestamps, etc.). HubSpot tools** execute live queries: Contacts: flexible property filter + free-text query. Deals: filters by owner and core deal fields (stage, amount, pipeline, close date). Memory buffer** keeps the last turns so you can say “now only show closed won over 10k” and the agent understands context. How to use Connect credentials HubSpot OAuth on both HubSpot Tool nodes. Google Gemini API key on the Gemini Chat Model. Open the chat (the “When chat message received” node). Ask questions like: “Find contacts named Hans created after Sept 1.” “Deals owned by me in Proposal with amount > 10,000.” “Contacts with lead status = New and no email reply in the last 14 days.” Refine with follow-ups: “Sort by most recently contacted.” “Only Germany.” “Show top 5 with emails.” Requirements HubSpot** (OAuth2) Google Gemini** (API key) Notes & customization Property/operator control:** The contact search node lets the agent set both the property (e.g., email, lifecyclestage, hs_lead_status) and the operator (EQ, IN, BETWEEN in epoch ms for dates, etc.). Owner filtering for deals:** Uses hs_all_owner_ids; swap or extend to filter by pipeline/stage ranges. Guardrails:** Add allowlists for searchable properties or cap result counts to avoid noisy answers. Display format:** Have the agent return concise tables (name, email, stage, last activity, CTA). Handoffs:** Add Slack/Email actions—e.g., “post this list to #sales” or “export to CSV.” Telemetry:** Log queries for later dashboards (common searches, coverage gaps). Troubleshooting No results?** Loosen operators (use IN lists, broaden dates) or include a free-text query. Date filters:** Provide epoch ms for GT/GTE/LT/LTE/BETWEEN on time fields (the agent handles this; keep system time in UTC). Too chatty?** Reduce memory window or ask the agent to summarize to bullet points.

Overview This n8n workflow automates the creation of AI-generated news recap videos using HeyGen's avatar technology. The template scrapes daily newsletter content, uses AI to generate engaging scripts, and produces professional video summaries with synthetic avatars and voices—all without manual intervention. Use Cases Daily News Digests: Automatically convert Morning Brew or similar newsletters into short-form video content for social media platforms like TikTok, Instagram Reels, or YouTube Shorts. Content Repurposing: Transform written blog posts, articles, or reports into engaging video summaries for broader audience reach. Automated Social Media Content: Schedule daily video updates for your audience without recording equipment or on-camera presence. How It Works The workflow operates in three main stages: Stage 1 - Content Acquisition: The Apify Web Scraper node fetches the latest newsletter content from Morning Brew, extracting markdown-formatted text for processing. Stage 2 - Script Generation: An AI agent powered by GPT-4 analyzes the content and creates a concise 40-60 word script highlighting the top 2-4 stories in an engaging, conversational tone perfect for short-form video. Stage 3 - Video Production: The script is sent to HeyGen's API, which generates a video featuring your custom AI avatar delivering the content. The workflow includes intelligent polling to check video completion status before proceeding. Customization Options Avatar & Voice Selection**: Use the "Get Avatars" and "Get Voices" nodes to browse available options and customize your video presenter Content Source**: Modify the News Scraper node URL to pull from any website or RSS feed Script Style**: Adjust the AI prompt in the Script Writer node to change tone, length, or focus areas Video Dimensions**: Configure aspect ratios (landscape, portrait, square) for different platforms Prerequisites HeyGen API key (for video generation) OpenRouter API key (for AI script writing) Apify token (for web scraping) 🛠️ Setup Guide Author: Jadai Kongolo Follow these steps to configure your HeyGen + n8n automation workflow: Go to HeyGen, create your AI avatar and voice. You can import your ElevenLabs voice clone, or let HeyGen clone your voice automatically. Connect your HeyGen API key to the following nodes: Generate Video Get Video Get Avatars Get Voices If you want to test out the "Create video with polling" flow: Connect your OpenRouter API key. Connect your Apify token in the node called News. Make sure all credentials are properly stored and referenced in your environment or credentials store for best security and reuse. Recommended Node Renaming for Clarity To improve workflow readability, consider renaming these nodes: | Current Name | Suggested Name | Purpose | |--------------|----------------|---------| | News | Scrape Morning Brew Newsletter | Fetches newsletter content | | Script Writer | AI Script Generator | Creates video script from content | | Generate Video1 | HeyGen Video Creation | Initiates video generation | | Get Video1 | Check Video Status | Polls for video completion | | 30 Seconds | Wait for Video Processing | Initial wait period | | If | Check if Video Complete | Validates completion status | | Wait | Retry Video Status Check | Waits before re-polling |

Who's it for This template is for teams that want to stay updated on industry trends, tech news, or competitor mentions without manually browsing news sites. It's ideal for marketing, development, and research teams who use Slack as their central hub for automated, timely information. What it does / How it works This workflow runs on a daily schedule (default 9 AM), fetches the top articles from Hacker News for a specific keyword you define (e.g., 'AI'), and uses an AI agent with OpenRouter to generate a concise, 3-bullet point summary in Japanese for each article. The final formatted summary, including the article title, is then posted to a designated Slack channel. The entire process is guided by descriptive sticky notes on the canvas, explaining each configuration step. How to set up In the Configure Your Settings node, change the default keyword AI to your topic of interest and update the slack_channel to your target channel name. Click the OpenRouter Chat Model node and select your OpenRouter API key from the Credentials dropdown. If you haven't connected it yet, you will need to create a new credential. Click the Send Summary to Slack node and connect your Slack account using OAuth2 credentials. (Optional) Adjust the schedule in the Trigger Daily at 9 AM node to change how often the workflow runs. Activate the workflow. Requirements An n8n instance (Cloud or self-hosted). A Slack account and workspace. An OpenRouter API key stored in your n8n credentials. If self-hosting, ensure the LangChain nodes are enabled. How to customize the workflow Change the News Source:* Replace the *Hacker News* node with an *RSS Feed Read** node or another news integration to pull articles from different sources. Modify the AI Prompt:* In the *Summarize Article with AI** node, you can edit the system message to change the summary language, length, or tone. Use a Different AI Model:* Swap the *OpenRouter* node for an *OpenAI, **Anthropic, or any other supported chat model. Track Multiple Keywords:* Modify the workflow to loop through a list of keywords in the *Configure Your Settings** node to monitor several topics at once.

Overview Use this workflow to create SEO-friendly outlines based on articles that do well in Google. Enter a keyword, and the workflow scrapes the top results, scrapes the content, analyzes it with AI, and builds a MECE (mutually exclusive, collectively exhaustive) outline. It’s useful for content creators and SEO specialists who want relevant, well-structured content. How it works Accepts a keyword submitted through a form Uses the SerpAPI to get top Google results for a chosen country Collects the top five URLs. We use five because we expect some to fail at the scraping stage Scrapes each URL separately Uses the first three articles to fit the AI model’s context window Extracts the main text from the page body Converts HTML to Markdown to get rid of tags and attributes. Combines the cleaned text into a single list for AI processing Analyzes the content with an AI language model to find common topics and headings Generates an SEO-focused outline based on the most frequent topics Setup steps Sign up for a SerpAPI account (free tier available) Create an OpenAI account and get an API key Set up your credentials within N8N Run the workflow and enter your keyword in the form. The workflow will generate an SEO-friendly outline for your content Improvement ideas Add another LLM to turn the outline into an article Use the Google docs API to add the outline to a Google doc Enright the outline with data from Perplexity or Tavily

This automated n8n workflow automates AWS S3 bucket and file operations (create, delete, upload, download, copy, list) by parsing simple email commands and sending back success or error confirmations. Good to Know The workflow processes email requests via a Start Workflow (GET Request) node. Data extraction from emails identifies S3 operation commands. Error handling is included for invalid or missing email data. Responses are sent via email for each action performed. How It Works Start Workflow (GET Request)** - Captures incoming email requests. Extract Data from Email** - Parses email content to extract S3 operation commands. Check Task Type** - Validates the type of task (e.g., create bucket, delete file). Create a Bucket** - Creates a new S3 bucket. Delete a Bucket** - Deletes an existing S3 bucket. Copy a File** - Copies a file within S3. Delete a File** - Deletes a file from S3. Download a File** - Downloads a file from S3. Upload a File** - Uploads a file to S3. Get Many Files** - Lists multiple files in a bucket. Check Success or Fail** - Determines the outcome of the operation. Send Success Email** - Sends a success confirmation email. Send Failed Email** - Sends a failure notification email. How to Use Import the workflow into n8n. Configure the Start Workflow (GET Request) node to receive email commands. Test the workflow with sample email commands (e.g., "create bucket: my-bucket", "upload file: document.pdf"). Monitor email responses and adjust command parsing if needed. Example Email for Testing List files from the bucket json-test in Mumbai region. Requirements AWS S3 credentials configured in n8n. Email service integration (e.g., SMTP settings). n8n environment with workflow execution permissions. Customizing This Workflow Adjust the Extract Data from Email node to support additional command formats. Modify the Send Success Email or Send Failed Email nodes to customize messages. Update the S3 nodes to include additional bucket or file attributes.

Description Keep your CRM and task system perfectly in sync — automatically. This workflow monitors a Google Sheet for lead reply updates, instantly updates the corresponding contact in GoHighLevel (GHL), and creates a ClickUp follow-up task when a response is detected. It ensures your sales team never misses a warm lead and every reply is logged, tracked, and acted upon. ⚡ What This Template Does Watches a Google Sheet for reply status changes (“Yes” in the Replied column). 📄 Filters only rows where a lead has replied. 🔍 Updates the corresponding contact record in GoHighLevel (GHL). 🔗 Automatically creates a follow-up task in ClickUp with lead details. 🗂️ Merges updates from both GHL and ClickUp into a single result. 🔄 Logs sync status and timestamps in a tracking sheet (Sheet2) for auditing. 📋 Key Benefits Instant sync: Update GHL and ClickUp the moment a lead replies. ⚙️ Zero manual work: Automated updates and follow-up task creation. 🚫 Full traceability: Audit trail stored in a second Google Sheet. ✅ Increased sales responsiveness: Teams act immediately on new replies. 💬 Multi-app harmony: Connects Google Sheets, GHL, and ClickUp seamlessly. 🌐 Features Google Sheets trigger runs every minute to check for changes. ⏱️ Conditional logic (If node) processes only “Replied = Yes” leads. ✅ GHL contact update node for CRM synchronization. 💼 ClickUp task creation node with customizable priority and naming. 📝 Merge node to unify both paths before final sheet update. 🔀 Timestamp and action tracking for audit clarity. 📊 Visual sticky notes explaining each stage. 🧩 Requirements n8n instance (cloud or self-hosted). 🧰 Google Sheet with headers: Name, GHL_ID, Replied, Email. 📑 Connected credentials for: Google Sheets API (Trigger + Update access) GoHighLevel OAuth2 API ClickUp API Separate “log” sheet (Sheet2) for sync tracking. 📄 Target Audience Sales teams using GoHighLevel for CRM and ClickUp for task management. 🎯 Agencies managing multiple client pipelines. 🤝 Business development reps who track lead replies manually. 📞 Founders automating lead follow-up and CRM hygiene. 🚀 Step-by-Step Setup Instructions (Concise) Prepare a Google Sheet with columns: Name, GHL_ID, Email, Replied. 📋 Add a second sheet (“Sheet2”) for tracking updates. 📊 Connect credentials for Google Sheets, GoHighLevel, and ClickUp in n8n. 🔐 Import and open this workflow. Update GHL contact field mappings if your CRM structure differs. ⚙️ Adjust ClickUp team, space, and list IDs to match your setup. 📂 Execute manually once for testing, then enable it to run every minute. ▶️ Security Best Practices Share your Google Sheet only with the n8n Google account (Editor). 🔒 Keep API credentials securely stored in n8n’s credential manager. 🛡️ Log timestamps for traceability and rollback. ⏳ Periodically archive older sync logs to keep the sheet lightweight. 🧹

📒 Generate Product Requirements Document (PRD) and test scenarios form input to PDF with OpenRouter and APITemplate.io This workflow generates a Product Requirements Document (PRD) and test scenarios from structured form inputs. It uses OpenRouter LLMs (GPT/Claude) for natural language generation and APITemplate.io for PDF export. Who’s it for This template is designed for product managers, business analysts, QA teams, and startup founders who need to quickly create Product Requirement Documents (PRDs) and test cases from structured inputs. How it works A Form Trigger collects key product details (name, overview, audience, goals, requirements). The LLM Chain (OpenRouter GPT/Claude) generates a professional, structured PRD in Markdown format. A second LLM Chain creates test scenarios and Gherkin-style test cases based on the PRD. Data is cleaned and merged using a Set node. The workflow sends the formatted document to APITemplate.io to generate a polished PDF. Finally, the workflow returns the PDF via a Form Completion node for easy download. ⚡ Requirements OpenRouter API Key (or any LLM) APITemplate.io account 🎯 Use cases Rapid PRD drafting for startups. QA teams generating test scenarios automatically. Standardized documentation workflows. 👉 Customize by editing prompts, PDF templates, or extending with integrations (Slack, Notion, Confluence). Need Help? Ask in the n8n Forum! Happy Automating with n8n! 🚀

🔍 Overview This template uses Firecrawl’s /search API to perform AI-powered web scraping and screenshots — no code required. Just type natural language prompts, and an AI Agent will convert them into precise Firecrawl queries. ⚙️ Setup Get your Firecrawl API Key from https://firecrawl.dev Add it to n8n using HTTP Header Auth: Key: Authorization Value: Bearer YOUR_API_KEY 🚀 What It Does Turns natural language into smart search queries Scrapes web data and captures full-page screenshots Returns titles, links, content, and images 💡 Example Input: > Find AI automation pages on YouTube (exclude Shorts) Result: { "query": "intitle:AI automation site:youtube.com -shorts", "limit": 5 }

The Telegram API has a limitation to send only 30 messages per second. Use this workflow to send messages to more than 30 chats in Telegram.

With workflow, you analyze Email with TheHive/Cortex https://github.com/V1D1AN/S1EM/wiki/Soar-guide

Description This workflow automates the process of retrieving Stripe invoices, validating API responses, generating payment receipts, sending them via email, storing PDFs in Google Drive, and appending details to a Google Sheet ledger. It also includes an error logging system to capture and record workflow issues, ensuring financial operations are both automated and reliable. What This Template Does (Step-by-Step) 📋 Manual Trigger – Start the workflow manually by clicking Execute workflow. 🔗 Fetch Invoices – Authenticates with Stripe and retrieves the 5 most recent invoices (includes customer info, amounts, statuses, and invoice URLs). ✅ Check API Response – Ensures the Stripe API response contains a valid data[] array. If not, errors are logged. 📂 Expand List – Splits Stripe’s bundled invoice list into individual invoice records for independent processing. 💳 IF (Paid?) – Routes invoices based on payment status; only paid invoices move forward. 📧 IF (Already Receipted?) – Skips invoices where a receipt has already been generated (receipt_sent = true). 📑 Download File – Downloads the hosted invoice PDF from Stripe for use in emails and archiving. ✉️ Send Receipt Email – Emails the customer a payment receipt with the PDF attached, using invoice details (number, amount, customer name). ☁️ Upload Invoice PDF – Uploads the invoice PDF to a specific Google Drive folder, named by invoice number. 📊 Append to Ledger – Updates a Google Sheet with invoice metadata (date, invoice number, Drive file ID, link, size). ⚠️ Error Logging – Logs workflow issues (failed API calls, missing data, etc.) into a dedicated error tracking sheet. Prerequisites Stripe API key (with invoice read permissions) Google Drive (destination folder for invoices) Google Sheets with: Receipts Ledger Sheet Error Logging Sheet Gmail OAuth2 account for sending receipts Key Benefits ✅ Automates customer receipt delivery with attached PDFs ✅ Builds a permanent ledger in Google Sheets for finance ✅ Archives invoices in Google Drive for easy retrieval ✅ Prevents duplicates by checking receipt_sent metadata ✅ Includes error logging for smooth monitoring and debugging Perfect For Finance/accounting teams needing automated receipt handling SaaS businesses managing recurring Stripe invoices Operations teams requiring error-proof automation Any business needing audit-ready receipts + logs