Workflow Templates

This n8n workflow reads emails from your Outlook inbox, drafts AI-powered replies using OpenAI, and routes them through the gotoHuman node for human approval before replying automatically. ✅ Key Features Reads Outlook emails** from today only (excluding those from your own address). AI-generated replies** crafted using OpenAI based on the subject and body of the email. Community node integration**: Uses the gotoHuman node for human review and approval of replies before sending. Safe sending**: Only approved responses are automatically sent back via Outlook. Expandable**: Can be easily modified to: Send drafts instead of full replies Include additional email filters Trigger at intervals or via webhook 🧠 Nodes Used Microsoft Outlook – Fetch and reply to emails OpenAI – Generates smart reply text gotoHuman – Human-in-the-loop approval system Loop Over Items, IF, Code, and Set nodes for processing logic Manual Trigger – For testing 🔧 Setup Instructions 1. Connect APIs Outlook OAuth2**: Go to Azure Portal Register an app Add Mail.Read, Mail.Send scopes Set redirect URI: https://api.n8n.cloud/oauth2-credential/callback Paste credentials in n8n credential manager OpenAI API**: Create account at OpenAI Create an API Key Add it to n8n credentials gotoHuman API**: Go to https://gotoHuman.ai and sign in Create a review template (e.g., “Email Responses”) Copy the Template ID and API key into n8n credentials 🪜 Workflow Steps Overview 1. Trigger Use the Manual Trigger to test or schedule execution with a cron node. 2. Filter Emails from Today A Code node outputs today's date in the proper yyyy-mm-dd format. const today = new Date(); today.setHours(0, 0, 0, 0); return [{ json: { searchQuery: received:${today.toISOString().split('T')[0]} } }]; 3. Search and Filter Outlook Messages Uses the Outlook node with a search query like: received:2025-08-06 -from:rbreen@ynteractive.com (Update to your email) 4. Generate AI Response Text prompt to OpenAI: subject: {{ $json.subject }} body: {{ $json.body.content }} System prompt: > You are a personal assistant helping respond to emails. I am an AI automation expert specializing in helping small and medium-size businesses automate processes. Create a short response to the email. Sign the email as Robert Breen. 5. Review with gotoHuman Submit AI output for human approval using the gotoHuman node. The output schema should match the Review Template fields (e.g., "email", "OriginalEmail"). 6. IF Node Decision If status is approved, send reply If not, return to loop for revision or skip ✏️ Customization Ideas ✉️ Send only drafts by skipping the "reply" step and storing results. 🕒 Schedule the workflow with a Cron trigger for automation. 🔎 Add label filters or subject keywords for advanced targeting. 🔗 External Links gotoHuman Community Node OpenAI Microsoft Outlook API Setup 💬 Need More Help? If you'd like help customizing this or building similar automations, reach out: Robert Breen AI & Automation Consultant 🌐 https://ynteractive.com 📧 robert.j.breen@gmail.com 🔗 LinkedIn

This workflow integrates iOS Shortcuts with n8n to create a simple, automatic location-based reminder system. When the user arrives at a specified location, an automation in the Shortcuts app sends a webhook trigger to n8n. If the trigger matches predefined date and time conditions, n8n sends a Telegram message reminder to the user. This is perfect for repetitive weekly tasks like taking out the bins, customized with conditions for day and time. Key Features Location-Based Trigger: Uses iOS Shortcuts automation to start the workflow upon arrival at a specific location. Time and Day Validation: Logic in n8n checks current weekday and time to ensure reminders are sent only when appropriate. Telegram Integration: Sends reminders directly to your Telegram account using your bot. Minimal Setup: Uses native iOS and simple webhook setup in n8n. How It Works iOS Shortcut Trigger: When the user arrives at a designated location, the iOS shortcut sends a GET request to the n8n webhook. n8n Webhook Node: Receives the request and triggers the workflow. Conditional Check: An IF node checks if the current time is after 4:00 PM and it's a Wednesday (or any other configured condition). Telegram Node: If the condition passes, n8n sends a message like "Don't forget to take the bins out." to your Telegram bot. Setup Instructions Create a Telegram Bot: Use @BotFather to create a bot and obtain your bot token. Add Telegram API credentials in n8n with your bot token. Setup iOS Shortcut: Open the Shortcuts app on your iPhone. Go to the Automation tab → Tap + → Create Personal Automation. Choose Arrive → Select a location. Add action: Get Contents of URL. Method: GET, URL: your n8n Webhook URL (e.g. https://n8n.yourdomain.com/webhook/your-path). Save the automation. (You can also test the automation by pressing the Play button) Import Workflow into n8n: Load the provided workflow JSON. Set your webhook path and Telegram credentials. Adjust the logic in the IF node to your usecase. In my case, I check if today is Wednesday and after 4 PM until Midnight. Expose n8n Publicly: Ensure your n8n instance is publicly accessible via HTTPS so the shortcut can reach it. Customization Guidance Change Reminder Message: Modify the text inside the Telegram node to suit different reminders. Add More Conditions: Extend the logic to support more days, hours, or different trigger messages. Add Multi-Channel Output: Send reminders via email, SMS, or Slack in addition to Telegram. Use More Triggers: Expand to other types of shortcut triggers (e.g. NFC tag, leaving location, time of day). Security and Implementation Webhook Protection: Avoid using easily guessable webhook URLs. Secure Telegram Token: Store your bot token securely in n8n credentials, not in plain workflow text. Limit Shortcut Scope: Only trigger the shortcut at trusted locations or with secure iCloud sync. Automation Permissions: Ensure your iPhone allows shortcut automations to run without confirmation. Benefits Automates repetitive location-based reminders without user interaction. Provides a lightweight, native solution using iOS and n8n with no extra apps. Keeps you on track for routine tasks like garbage days, medicine reminders, or arrival-based tasks. Easily extendable for multiple locations or trigger conditions.

Webhook | Paper Summarization Who is this for? This workflow is designed for researchers, students, and professionals who frequently read academic papers and need concise summaries. It is useful for anyone who wants to quickly extract key information from research papers hosted on arXiv. What problem is this workflow solving? Academic papers are often lengthy and complex, making it time-consuming to extract essential insights. This workflow automates the process of retrieving, processing, and summarizing research papers, allowing users to focus on key findings without manually reading the entire paper. What this workflow does This workflow extracts the content of an arXiv research paper, processes its abstract and main sections, and generates a structured summary. It provides a well-organized output containing the Abstract Overview, Introduction, Results, and Conclusion, ensuring that users receive critical information in a concise format. Setup Ensure you have n8n installed and configured. Import this workflow into your n8n instance. Configure an external trigger using the Webhook node to accept paper IDs. Test the workflow by providing an arXiv paper ID. (Optional) Modify the summarization model or output format according to your preferences. How to customize this workflow to your needs Adjust the HTTPRequest node to fetch papers from other sources beyond arXiv. Modify the Summarization Chain node to refine the summary output. Enhance the Reorganize Paper Summary step by integrating additional language models. Add an email or Slack notification step to receive summaries directly. Workflow Steps Webhook receives a request with an arXiv paper ID. Send an HTTP request using "Request to Paper Page" to fetch the HTML content of the paper. Extract the abstract and sections using "Extract Contents". Split out all sections using "Split out All Sections" to process individual paragraphs. Clean up text using "Remove useless links" to remove unnecessary elements. Summarize extracted content using "Summarization Chain". Aggregate summarized content using "Aggregate summarized content". Reorganize the paper summary into structured sections using "Reorganize Paper Summary". Extract key information using "Content Extractor" to classify data into Abstract Overview, Introduction, Results, and Conclusion. Respond to the webhook with the structured summary. Note: This workflow is designed for use with arXiv research papers but can be adapted to process papers from other sources.

Monitor BeyondPresence video agent conversations in real-time to automatically score leads (0-100+) based on buying signals and send instant Slack alerts when hot opportunities or competitors are mentioned. This template helps sales teams prioritize leads immediately, never miss competitor mentions, and respond to high-intent prospects while they're still engaged. How it works Real-time webhook** processes each user message as it happens during calls Scoring engine** analyzes for buying signals (+points) and objections (-points) Competitor detection** instantly identifies when alternatives are mentioned Smart routing** sends alerts to different Slack channels based on urgency Hot leads** (70+ score) trigger immediate notifications with recommendations Call summary (Optional)** provides final qualification score when conversation ends Set up steps Connect Slack OAuth2 - Use n8n's built-in Slack integration (no webhooks needed!) Create Slack channels - Set up #sales-hot-leads, #sales-competitors, #sales-qualified Add webhook to BeyondPresence - Copy URL from n8n to BeyondPresence Settings → Webhooks Customize competitors - Edit the scoring node to add your specific competitor names Adjust scoring weights (optional) - Tune point values for your sales process Setup time: 10-15 minutes Requirements: BeyondPresence account, Slack workspace admin access

Who’s it for This template is designed for bakeries, event planners, and e-commerce platforms that want to automatically generate custom cake designs. It’s also ideal for marketers or digital creators who need personalized celebratory visuals for social media or email campaigns. How it works This workflow converts simple user input (e.g., “Sarah’s Birthday”) into a creative cake design: Webhook: Captures user input from the Bolt frontend form. OpenAI GPT: Generates a detailed and creative cake design prompt. Replicate Flux Schnell: Produces a unique cake image using the AI-generated prompt. HTTP Response: Sends the final cake image back to the frontend. How to set up Import this template into n8n. Add your OpenAI API Key under n8n Credentials for the OpenAI Chat Model node. Add your Replicate API Token as an HTTP Header Auth credential (do not hardcode it). Update the Webhook node URL in the Bolt frontend form to send a POST request to n8n. (Optional) Customize the OpenAI prompt in the Prompt Generator node to adjust cake style, colors, or decorations. Requirements n8n account (cloud or self-hosted). OpenAI API Key** for prompt generation. Replicate API Token** for AI image generation. A Bolt frontend or any form that can call the webhook endpoint. How to customize the workflow Replace "cake" with any product type (e.g., mugs, greeting cards, or T-shirts). Add a database node (Google Sheets or Supabase) to log user requests and images. Implement input moderation by adding an OpenAI moderation node before the prompt generation. Frontend

How it Works This workflow automates the complete newsletter management process from content creation to client delivery, using Google Sheets, AI content generation, Google Drive, and Gmail. Whether you're a content creator, marketing agency, or small business owner, this workflow helps you automate newsletter creation and manage client communications with built-in approval workflows — all triggered from a simple spreadsheet. 🎯 Use Case Ideal for: Marketing Teams** streamlining newsletter distribution Agencies** managing multiple client newsletters Content Creators** automating regular communications Small Businesses** maintaining customer engagement Setup Instructions 1. Upload the Spreadsheet File name: Newsletter_Management Sheet structure: | ID | Topic | Client Name | Client Email | Status | Created Date | Send Date | Add newsletter topics and set their Status as Pending 2. Configure Google Sheets Nodes Connect your Google account to: Get topic from newsletter sheet Pick records to send email to client Get Client email address Update Status as Generated Update status as Sent 3. Add API Credentials OpenAI API Key** → for AI content generation Google Drive Access** → for document storage Gmail Account** → for sending newsletters and notifications 4. Activate the Workflow Once live, the workflow will: Manual Path: Generate newsletter content from pending topics Scheduled Path: Send approved newsletters to clients automatically Track status updates throughout the entire process Store generated content in Google Drive Send admin notifications and client emails 🔁 Workflow Logic Main Workflow (Content Generation) Trigger: Manual activation for newsletter creation Retrieve: Pending topics from Google Sheets Validate: Status confirmation (Pending only) Generate: AI-powered HTML newsletter content Store: Upload to Google Drive Notify: Send completion email to admin Update: Mark status as "Generated" Scheduled Workflow (Client Distribution) Trigger: Schedule-based activation Retrieve: Approved newsletters from Google Sheets Validate: Status confirmation (Approved only) Lookup: Client email addresses Loop: Process multiple recipients Send: Personalized newsletters via Gmail Update: Mark status as "Sent" 🧩 Node Descriptions | Node Name | Description | |-----------|-------------| | When clicking 'Test workflow' | Manual trigger to start newsletter generation | | Get topic from newsletter sheet | Retrieves pending newsletter topics from Google Sheets | | Validate Status as Pending | Checks whether status is 'Pending' for processing | | Create HTML for Newsletter | AI-powered content generation using OpenAI | | Prepare Data to create word doc | Formats generated content for document creation | | Upload doc to google drive | Stores completed newsletters in Google Drive | | Send an email to admin | Notifies administrators of completion | | Update Status as Generated | Marks processed items as 'Generated' | | Schedule Trigger | Automated trigger for client email distribution | | Pick records to send email to client | Retrieves approved newsletters for sending | | Validate Status as Approved | Ensures only approved content is processed | | Get Client email address | Fetches client contact information | | Loop Over Items | Processes multiple newsletter recipients | | Send email to client | Delivers personalized newsletters via Gmail | | Update status as Sent | Marks newsletters as successfully delivered | 🛠️ Customization Tips Modify AI prompts for different content styles and tones Add Slack notifications instead of or alongside Gmail Export to different formats (PDF, Word, etc.) Schedule multiple sending times for different client segments Add approval workflows with webhook triggers Integrate with CRM systems for client management 📒 Suggested Sticky Notes for Workflow | Node/Section | Sticky Note Content | |--------------|---------------------| | Manual Trigger | "Click to start newsletter generation process" | | AI Content Generation | "Customize prompts here for different newsletter styles" | | Google Drive Upload | "Organized storage - change folder structure as needed" | | Gmail Admin Notification | "Update admin email addresses and notification templates" | | Schedule Trigger | "Set optimal sending times for your audience" | | Client Email Loop | "Handles bulk sending - monitors for delivery errors" | | Status Updates | "Maintains audit trail - prevents duplicate processing" | 📎 Required Files | File Name | Purpose | |-----------|---------| | Newsletter_Management.xlsx | Google Sheet to manage topics, clients, and status tracking | | Client_Database.xlsx | Client contact information and preferences | | Newsletter_Workflow.json | Main n8n workflow export for this automation | 🧪 Testing Tips Add one test topic with status = Pending and run manual trigger Verify AI content generation produces quality HTML Check Google Drive upload and folder organization Test admin email delivery and formatting Add test client with valid email for scheduled workflow Monitor workflow logs for API responses and errors Confirm status updates occur at each step 🏷 Suggested Tags & Categories #Newsletter #EmailMarketing #ContentGeneration #ClientCommunication #Automation #GoogleWorkspace #AIContent #MarketingAutomation #WorkflowManagement #BusinessProcess 🔧 Prerequisites Google Workspace account (Sheets, Drive, Gmail) OpenAI API account with GPT-4 access n8n instance (Cloud or self-hosted) Basic understanding of Google Sheets and email marketing 📊 Expected Performance Setup Time**: 30-45 minutes Monthly Executions**: 100-500 (varies by newsletter frequency) Processing Time**: 2-5 minutes per newsletter Scalability**: Handles 100+ clients efficiently 🚨 Important Notes Ensure proper Google API permissions are configured Monitor OpenAI API usage and rate limits Set up error handling for failed email deliveries Regularly backup your Google Sheets data Test thoroughly before production deployment 💡 Advanced Features Approval Workflows**: Add manual approval steps between generation and sending A/B Testing**: Create multiple versions and track performance Analytics Integration**: Connect with Google Analytics for tracking Multi-language Support**: Generate content in different languages Dynamic Personalization**: Use client data for personalized content

Overview Transform your LLM into a powerful GitHub automation specialist with this n8n workflow template. In a world where multiple MCP servers can overwhelm LLMs with context, this streamlined solution provides a dedicated GitHub Agent that handles all GitHub API operations through a single, specialized tool. When you need GitHub operations like creating repositories, managing issues, or handling pull requests, your LLM can make one simple call to the GitHub Agent. This agent specializes exclusively in GitHub MCP server operations, offloading all contextual complexity and providing clean, efficient GitHub automation. ✨ Features Single MCP Server Trigger** - One tool and one parameter to handle all GitHub API interactions Specialized GitHub Agent** - Dedicated AI agent with direct GitHub MCP Server connection Self-Executing Workflow** - "When Executed by Another Workflow" trigger enables seamless workflow chaining Scalable Architecture** - Ready to integrate with unlimited GitHub tools and operations Context Optimization** - Reduces LLM token usage by delegating GitHub complexity to a specialized agent Flexible Request Processing** - Handles any GitHub operation through natural language requests 🎯 Use Cases Repository Management** - Create, clone, and manage repositories programmatically Issue Tracking** - Automate issue creation, updates, and management workflows Pull Request Automation - Streamline code review and merge processes GitHub Actions Integration** - Trigger and monitor CI/CD workflows Team Collaboration** - Automate notifications and team management tasks Documentation Updates** - Automatically update README files and documentation 🏗️ Workflow Architecture Node Breakdown: MCP Server Trigger - Receives requests with GitHub operation parameters Set GitHub Username - Configures GitHub user context for API calls OpenAI Chat Model - Powers the intelligent GitHub agent with contextual understanding Simple Memory - Maintains conversation context and operation history GitHub AI Agent - Specialized Tools Agent with direct GitHub MCP Server access [MCP Server Trigger] → [Set GitHub Username] → [GitHub AI Agent] ↓ [OpenAI Chat Model] ← [Simple Memory] ← [GitHub API Operations] 📋 Requirements Essential Prerequisites: ✅ OpenAI API Key - For AI Agent and Chat Model functionality ✅ GitHub Username Configuration - Edit the "Set GitHub Username" node with your GitHub username for API calls ✅ n8n Version - Compatible with n8n 2024+ releases ✅ MCP Server Setup - Existing GitHub MCP server configuration Recommended Setup: GitHub Personal Access Token with appropriate permissions Basic understanding of n8n workflow configuration Familiarity with GitHub API operations 🚀 Setup Instructions Step 1: Import and Configure Import the workflow template into your n8n instance Navigate to the Set GitHub Username node Replace the placeholder with your actual GitHub username Step 2: API Keys Setup Configure your OpenAI API key in the Chat Model node Ensure your GitHub credentials are properly configured in n8n Test the connection to verify API access Step 3: MCP Server Integration Connect your existing GitHub MCP server to the workflow Verify the MCP Server Trigger is properly configured Test with a simple GitHub operation (e.g., "List my repositories") Step 4: Deploy and Test Activate the workflow in your n8n instance Test with various GitHub operations to ensure functionality Monitor execution logs for any configuration issues 🔧 Customization Options Agent Behavior Modify the Chat Model prompt** to adjust agent personality and response style Configure memory settings** to control conversation context retention Adjust timeout settings** for long-running GitHub operations GitHub Operations Extend supported operations** by adding new GitHub API endpoints Configure repository filters** to limit scope of operations Set up notification preferences** for important GitHub events Integration Points Webhook triggers** for real-time GitHub event processing Scheduled operations** for regular repository maintenance Cross-workflow triggers** for complex automation chains 💡 Pro Tips Start Simple**: Begin with basic operations like repository listing before attempting complex workflows Monitor Token Usage**: The specialized agent approach significantly reduces OpenAI API costs Batch Operations**: Group related GitHub operations in single requests for efficiency Error Handling**: The agent provides detailed error messages for troubleshooting 🤝 Support and Community Documentation**: Official n8n Documentation Community Forum**: n8n Community Issues & Contributions**: Feel free to suggest improvements or report issues 📄 License This workflow template is provided under the MIT License. You're free to use, modify, and redistribute with attribution. Created by: William Lettieri Version: 1.0 Last Updated: May 28, 2025 Compatibility: n8n 2024+

This workflow automatically transcribes audio files, translates the content between languages, and generates natural-sounding speech from the translated text - all in one seamless process. Who's it for Content creators, educators, and businesses needing to make their audio content accessible across language barriers. Perfect for translating podcasts, voice messages, lectures, or any audio content while preserving the spoken format. How it works The workflow receives an audio file through a webhook, transcribes it using OpenAI's Whisper, translates and structures the text with GPT-4, generates new audio in the target language, and stores it in S3 for easy access. The entire process takes seconds and returns both the transcribed/translated text and a URL to the translated audio file. How to set up Configure OpenAI credentials - Add your OpenAI API key for Whisper transcription and GPT-4 translation Set up AWS S3 - Create a bucket with public read permissions for audio storage Update configuration - Replace 'YOUR-BUCKET-NAME' with your actual S3 bucket name Activate webhook - Deploy and copy your webhook URL for receiving audio files Send a POST request with: Binary audio file (as 'audiofile') Languages parameter (e.g., "English, Spanish") Requirements OpenAI API account with access to Whisper and GPT-4 AWS account with S3 bucket configured Basic understanding of webhooks and API requests How to customize Add language detection** - Automatically detect source language if not specified Customize voice settings** - Adjust speech speed, pitch, or select different voices Add file validation** - Implement size limits and format checks Enhance security** - Add webhook authentication and rate limiting Extend functionality** - Add subtitle generation or multiple output formats

Notice Community nodes can only be installed on self-hosted instances of n8n. Who this is for? This workflow template enables intelligent data extraction from ProductHunt using Bright Data’s Model Context Protocol (MCP) and processes search results with Google Gemini. This workflow is designed for individuals and teams who need automated, intelligent discovery and analysis of new tech products. It's especially valuable for: Startup Analysts & VC Researchers Growth Hackers & Marketers Recruiters & Tech Scouts Product Managers & Innovation Teams AI & Automation Enthusiasts What problem is this workflow solving? Traditional product discovery on ProductHunt is constrained by limited descriptions and requires repeated manual validation through web searches. Manually extracting and enriching this data is slow, repetitive, and error-prone. This workflow solves the problem by: Extracting real-time ProductHunt data using Bright Data’s MCP infrastructure to mimic real-user behavior and avoid blocks. Performing contextual searches on Google for a specific product on ProductHunt to gather use cases, reviews, and related information. Structuring results using Google Gemini LLM to provide human-readable insights and reduce noise. Delivering results seamlessly by saving output to disk, updating Google Sheets, and sending Webhook alerts. What this workflow does Input Field Node Define the ProductHunt category with the search term(s) you want to target. This is used to drive extraction and search operations. Agent Operation Node The agent performs two major tasks: Extract from ProductHunt Retrieves trending products from ProductHunt using Bright Data MCP Contextual Google Search for the product the agent searches Google for deeper context, including: Reviews Competitor mentions Real-world usage examples LLM Node (Google Gemini) Analyzes and summarizes extracted web content Removes noise (ads, menus, etc.) Structures content into bullet points, insights, or JSON objects Pre-conditions Knowledge of Model Context Protocol (MCP) is highly essential. Please read this blog post - model-context-protocol You need to have the Bright Data account and do the necessary setup as mentioned in the Setup section below. You need to have the Google Gemini API Key. Visit Google AI Studio You need to install the Bright Data MCP Server @brightdata/mcp You need to install the n8n-nodes-mcp Setup Please make sure to setup n8n locally with MCP Servers by navigating to n8n-nodes-mcp Please make sure to install the Bright Data MCP Server @brightdata/mcp on your local machine. Sign up at Bright Data. Create a Web Unlocker proxy zone called mcp_unlocker on Bright Data control panel. Navigate to Proxies & Scraping and create a new Web Unlocker zone by selecting Web Unlocker API under Scraping Solutions. In n8n, configure the Google Gemini(PaLM) Api account with the Google Gemini API key (or access through Vertex AI or proxy). In n8n, configure the credentials to connect with MCP Client (STDIO) account with the Bright Data MCP Server as shown below. Make sure to copy the Bright Data API_TOKEN within the Environments textbox above as API_TOKEN=<your-token> How to customize this workflow to your needs This workflow is flexible and modular, allowing you to adapt it for various research, product discovery, or trend analysis use cases. Below are the key customization points and how to modify them. Define Your Target Products or Topics: Change the input parameter to a specific ProductHunt category, tag, or keyword (e.g., "AI tools", "SaaS", "DevOps") Change Output Destinations : Save to Disk**: Change the file format (.json, .csv, .md) or directory path Google Sheet**: Modify sheet name, structure (columns like Product, Summary, Link) Webhook Notification**: Point to a Slack/Discord/CRM/Webhook URL with payload mapping

Enhance Security Operations with the Qualys Slack Shortcut Bot! Our Qualys Slack Shortcut Bot is strategically designed to facilitate immediate security operations directly from Slack. This powerful tool allows users to initiate vulnerability scans and generate detailed reports through simple Slack interactions, streamlining the process of managing security assessments. 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 Qualys to execute vulnerability scans and create reports based on user-specified parameters. Real-Time Feedback**: Offers instant feedback within Slack, updating users about the status of their requests and delivering reports directly through Slack channels. 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 sub-workflows like 'Qualys Start Vulnerability Scan' or 'Qualys Create Report' for detailed processing. 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 our 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 vulnerabilities and streamlined reporting. To handle the actual processing of requests, you will also need to deploy these two subworkflows: Qualys Start Vulnerability Scan Qualys Create Report To simplify deployment, use this Slack App manifest to quickly create an app with the correct permissions: { "display_information": { "name": "Qualys n8n Bot", "description": "n8n Integration for Qualys", "background_color": "#2a2b2e" }, "features": { "bot_user": { "display_name": "Qualys n8n Bot", "always_online": false }, "shortcuts": [ { "name": "Scan Report Generator", "type": "global", "callback_id": "qualys-scan-report", "description": "Generate a report from the latest scan to review vulnerabilities and compliance." }, { "name": "Launch Qualsys VM Scan", "type": "global", "callback_id": "trigger-qualys-vmscan", "description": "Start a Qualys Vulnerability scan from the comfort of your Slack Workspace" } ] }, "oauth_config": { "scopes": { "bot": [ "commands", "channels:join", "channels:history", "channels:read", "chat:write", "chat:write.customize", "files:read", "files:write" ] } }, "settings": { "interactivity": { "is_enabled": true, "request_url": "Replace everything inside the double quotes with your workflow webhook url, for example: https://n8n.domain.com/webhook/99db3e73-57d8-4107-ab02-5b7e713894ad"", "message_menu_options_url": "Replace everything inside the double quotes with your workflow message options webhook url, for example: https://n8n.domain.com/webhook/99db3e73-57d8-4107-ab02-5b7e713894ad"" }, "org_deploy_enabled": false, "socket_mode_enabled": false, "token_rotation_enabled": false } }

Zoho CRM - Smart Meeting Scheduler This workflow automatically schedules meetings for new Zoho CRM leads by detecting their timezone, checking the sales rep’s Google Calendar, generating conflict-free time slots, creating a Zoom meeting and sending a personalized AI-generated email to the lead. If no slots are available, it sends a fallback message to the lead without updating Zoho CRM. When a meeting is created, all details are logged inside Zoho CRM for visibility. ⚡ Quick Implementation Steps (Fast Start Guide) Import the workflow JSON into n8n. Configure Zoho CRM, Google Calendar, Gmail, Zoom OAuth and Gemini AI credentials. Update meeting duration, working hours, buffer time and search window. Set email recipient to the lead’s email instead of test/static values. Add the webhook URL to Zoho CRM → Automation → Webhooks. Test with a new lead and activate the workflow. 📘 What It Does This workflow automates scheduling for new Zoho CRM leads. As soon as a lead is created, it retrieves full lead and owner details, detects the lead’s timezone and checks the assigned sales rep’s upcoming Google Calendar events. This helps identify when the rep is available. Using your settings—working hours, meeting duration, buffer before/after and days to evaluate—the system generates valid meeting time slots with no conflicts. If suitable slots exist, it authenticates with Zoom and creates a meeting for the earliest option, then generates a polished HTML invitation using Gemini AI and emails it to the lead. This ensures a fast, smart and personalized lead engagement process. If no slots exist, the workflow sends a fallback email informing the lead that no availability is open in the next few days. In this branch, Zoho CRM is not updated, because no meeting was scheduled. 🎯 Who’s It For This workflow is perfect for: Sales teams managing high inbound volume CRM managers automating lead qualification & engagement SaaS companies scheduling demos automatically Agencies booking consultation calls Any team struggling with timezone-based scheduling manually 🔧 Requirements to Use This Workflow Platform Requirements n8n (Cloud or self-hosted) Required Integrations Zoho CRM OAuth2 Google Calendar OAuth2 Gmail OAuth2 Zoom OAuth (account-level) Gemini AI / Google PaLM API Required Lead Fields Email (mandatory for sending the invite) Country / State (for timezone detection) Lead Owner (to fetch rep details) 🔄 How It Works Zoho CRM Webhook triggers when a new lead is created. Workflow fetches full lead and owner details. Detects the lead’s timezone using country/state mapping. Fetches the sales rep’s availability from Google Calendar. Generates valid time slots based on working hours, buffers and meeting duration. If slots exist: Authenticate with Zoom Create a Zoom meeting Generate personalized HTML invite using Gemini AI Send email to the lead Log meeting details in Zoho CRM If no slots exist: Generate fallback message Send fallback email to the lead (Zoho CRM is NOT updated in this path) 🛠️ Setup Steps (Configuration Guide) 1. Import Workflow Go to: n8n → Workflows → Import and upload the JSON file. 2. Add Required Credentials Configure the following inside n8n: Zoho CRM OAuth Google Calendar OAuth Gmail OAuth Zoom OAuth Gemini AI API key 3. Update Workflow Configuration Node Set: Meeting duration Buffer before/after Working hours Days to look ahead Default meeting provider (Zoom) 4. Fix Email Recipient In Send Meeting Invite node, set: sendTo = {{$('Detect Lead Timezone').item.json.Email}} yaml Copy code 5. Update Google Calendar Email/ID Ensure the calendar ID matches the sales rep’s Google Calendar. 6. Add Webhook in Zoho CRM Navigate to: Setup → Automation → Webhooks → Create Webhook → Lead Created Paste the webhook URL from n8n. 7. Test the Automation Verify: Correct timezone detection Calendar availability check Zoom meeting creation AI email sent to the lead Zoho CRM updated only when meeting is created 8. Activate Workflow Enable the workflow for live operation. 🧩 How To Customize Nodes 1. Adjust Meeting Logic Modify the Workflow Configuration node to change: Slot duration Buffer time Working hour ranges Days to consider 2. Expand Timezone Detection Edit the Detect Lead Timezone node to add new countries/states. 3. Personalize Email Content Update the prompt inside the Generate Personalized Invite node. 4. Add New Regions Duplicate timezone logic for new regions (Australia, Middle East, etc.) 5. Replace Zoom Swap Zoom with Google Meet, Microsoft Teams or Zoho Meeting. ➕ Add-Ons (Optional Enhancements) Auto-book calendar events when lead confirms a slot WhatsApp notifications via Twilio or Gupshup Slack/Email internal alerts for reps Follow-up reminder emails Log lead activity to Google Sheets Attach downloadable ICS calendar file 💼 Use Case Examples SaaS demo scheduling Consultation & discovery calls Global timezone-based sales teams Onboarding/support calls Event follow-up scheduling (And many more…) 🩻 Troubleshooting Guide | Issue | Possible Cause | Solution | |-------|----------------|----------| | Lead not receiving email | Gmail OAuth expired / wrong email field | Reconnect Gmail OAuth & fix sendTo value | | Wrong time slots | Incorrect timezone detection | Update mapping in Detect Lead Timezone | | Zoom meeting not created | Invalid/expired Zoom OAuth | Reconnect Zoom credentials | | CRM not updated after fallback email | Expected behavior | No CRM update when slots don’t exist | | Workflow not triggering | Missing Zoho webhook | Re-add webhook | | Empty AI email | Gemini key incorrect | Reconfigure Gemini credentials | 🤝 Need Help? If you want assistance setting up, customizing or extending this workflow, the n8n automation team at WeblineIndia is here to help. We specialize in: Advanced automation workflows Multi-timezone scheduling systems CRM-integrated AI communication Custom Zoho + n8n development End-to-end automation architecture 👉 Contact WeblineIndia for expert workflow development and enhancements.

Who's it for This workflow is perfect for individuals, small businesses, or households who need to: Automatically process and categorize expense receipts Extract structured data from invoices and receipts using AI Store receipts in multiple locations (Google Drive and S3) Send automated email notifications with expense details Send documents to accounting systems via email hooks How it works This comprehensive expense processing workflow combines AI-powered document analysis with automated file management and notifications. Here's the complete flow: Form Submission: Users submit expenses through a web form with receipt upload and category selection (Personal, Business, or Shared/Home) AI Document Processing: The workflow extracts text from PDF receipts using OCR, then uses Google Gemini AI to parse and structure the data into a standardized JSON format including vendor details, amounts, dates, and categorization Smart Routing: Based on the expense category, receipts are automatically routed to different processing paths with category-specific folder organization Multi-Destination Storage: Receipts are uploaded to: Google Drive (organized by year/month folders) S3 cloud storage buckets Different destinations based on expense type Email Notifications: Sends formatted HTML email notifications with complete expense details and links to stored receipts Accounting System Integration: Automatically forwards business expenses to accounting systems via email hooks (customizable per user requirements) Requirements Credentials needed: Google Gemini API**: For AI-powered document analysis Google Drive OAuth2**: For personal and business drive access Gmail OAuth2**: For sending email notifications S3 Storage**: For cloud backup (AWS S3, Wasabi, etc.) Services used: Google Drive (multiple accounts supported) Google Gemini AI Gmail S3-compatible storage Form trigger webhook How to set up Step 1: Configure Credentials Set up Google Gemini API credentials in n8n Configure Google Drive OAuth2 for both personal and business accounts Add Gmail OAuth2 credentials Set up S3 storage credentials Step 2: Update Configuration Replace all placeholder values: YOUR_GEMINI_CREDENTIAL_ID with your Gemini credential ID YOUR_PERSONAL_GDRIVE_CREDENTIAL_ID with personal Drive credential YOUR_BUSINESS_GDRIVE_CREDENTIAL_ID with business Drive credential YOUR_GMAIL_CREDENTIAL_ID with Gmail credential YOUR_S3_CREDENTIAL_ID with S3 credential Update Google Drive folder structure: Replace YOUR_BUSINESS_DRIVE_ID and YOUR_SHARED_DRIVE_ID with actual drive IDs Update the JavaScript code in the three Code nodes with your actual folder mapping Configure email addresses: Replace user@example.com with your notification email Replace receipts@paperless-service.com with your accounting system's email hook (this is a mail hook for uploading documents to small business accounting systems - can be modified per user requirements) Update S3 bucket names: Replace business-expenses, personal-expenses, and shared-expenses with your bucket names Step 3: Set Up Folder Structure Create organized folder structures in your Google Drives: Drive Root/ ├── 2024/ │ ├── January/ │ ├── February/ │ └── ... (all months) ├── 2025/ │ ├── January/ │ └── ... (all months) └── 2026/ └── ... (all months) Step 4: Test the Workflow Activate the workflow Submit a test expense through the form Verify files are uploaded to correct locations Check email notifications are received How to customize the workflow Expense Categories Modify the form dropdown options and conditional logic to add/remove expense categories: Edit the "On form submission" node form fields Update the IF condition nodes for routing Add new processing paths as needed AI Processing Schema Customize the structured output parser schema to extract different fields: Modify the JSON schema in the "Structured Output Parser" node Update the AI system prompt for different extraction requirements Add new fields for specific business needs Storage Destinations Add or modify storage locations: Duplicate upload nodes for additional cloud services Modify folder organization logic in Code nodes Add new conditional routing for different storage rules Email Templates Customize the HTML email template: Edit the email message content in the Gmail node Add/remove expense fields in the table Modify styling and branding Folder Organization Update the JavaScript code in Code nodes to match your folder structure: Modify the CSV data with your actual folder IDs Change the date-based organization logic Add custom folder naming conventions Integration Extensions Extend the workflow with additional integrations: Add Slack notifications Connect to accounting software (QuickBooks, Xero) Integrate with expense management platforms Add approval workflows for business expenses