Workflow Templates

Find and share AliExpress affiliate products through Telegram Build a Telegram bot that helps users find AliExpress products using natural language requests. The bot uses OpenAI to optimize search queries, Decodo to scrape product listings, and AI analysis to select the best options based on ratings, reviews, and price—then automatically generates affiliate tracking links for each recommendation. What it does When users send "Find me wireless keyboard": Bot checks user is member of your Telegram channel (optional) Validates command starts with accepted phrases OpenAI generates optimized English search query Decodo scrapes products from AliExpress AI analyzes the top 10 products and selects best 2 based on reviews, ratings, and price AliExpress Affiliate API creates tracking links Bot sends formatted recommendations with images, prices, ratings, and links Who this is for Affiliate marketers monetizing Telegram channels E-commerce entrepreneurs automating recommendations Channel owners adding value while earning commissions Anyone building AliExpress affiliate systems Setup requirements Credentials needed Telegram Bot API Create bot via @BotFather Add token to n8n Make bot admin in your channel AliExpress Affiliate API Sign up for affiliate program Get: App Key, App Secret, Tracking ID Add to n8n OpenAI API Get API key Add to n8n Used for search and analysis Configuration required Before activation: Channel username - Replace @YOUR_CHANNEL in 2 nodes: Check Channel Membership Verify Channel Member Tracking ID - Set YOUR_AFFILIATE_TRACKING_ID in: Generate Affiliate Links Create Affiliate Link Channel URL - Update button in Request Channel Join Bot admin - Make bot admin in your channel How to use User commands Users send messages starting with: Find me [product] Search for [product] Look for [product] Get me [product] Send me [product] Show me [product] Examples: Find me wireless mouse Search for phone case Look for bluetooth speaker Bot responses Non-member: Asks to join channel Invalid format: Shows usage examples Valid request: Sends "searching..." status Processes with AI Returns 2 recommendations Each includes: image, title, price, rating, orders, link "More Results" button available Customization options Product count: Edit "Select Top 2 Products" node Selection criteria: Modify AI prompts in "AI Product Search" Commands: Add/remove in "Validate Command Format" Channel gate: Delete verification nodes to remove Language: Translate Telegram message nodes AI model: Switch to GPT-3.5-turbo for lower costs Technical details Workflow components: Entry: Telegram webhook Verification: Channel membership Validation: Command format Processing: AI query → Decodo scrape → AI analysis Output: Affiliate links → Message format → Send APIs used: Telegram Bot API - User interaction OpenAI API - Search optimization, product analysis Decodo - AliExpress scraping AliExpress Affiliate API - Link generation Error handling: Invalid commands → Usage guide Non-members → Join request No results → Error message Spam → Auto-removal Best practices Cost management: OpenAI: $0.01-0.05 per search Cache popular searches Use GPT-3.5 for lower costs Security: Store credentials in n8n Rotate API keys regularly Monitor activity Performance: Use webhook mode Set up error notifications Implement rate limiting Troubleshooting Bot not responding Verify workflow activated Check credentials valid Review error logs Channel verification fails Confirm bot is admin Check @username correct Ensure user joined No products found Validate credentials Check tracking ID Try different terms Links broken Confirm account active Verify tracking ID Check permissions Version Version: 1.0 Updated: January 2026 Compatible: n8n v1.0+ Setup: 10-15 minutes

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

This automation template turns any long video into multiple viral-ready short clips and auto-schedules them to TikTok, Instagram Reels, and YouTube Shorts. It works with both vertical and horizontal inputs and respects the original input resolution (no unnecessary upscaling), cropping or letterboxing intelligently when needed. The workflow automatically extracts between 3 and 6 clips (based on video length and the most engaging segments) and schedules one short per consecutive day—e.g., 3 clips → the next 3 days, 6 clips → the next 6 days. Note: This workflow uses OpenAI Whisper for word-level transcription, Google’s Gemini for clip selection and metadata, and Upload-Post’s FFmpeg API for GPU-accelerated cutting/cropping and social scheduling. You can use the same Upload-Post API token for both FFmpeg jobs and publishing uploads. Upload-Post also offers a generous free trial with no credit card required.* Who Is This For? Creators & Editors:** Batch-convert long talks/podcasts into daily Shorts/Reels/TikToks. Agencies & Social Teams:** Turn webinars/interviews into a reliable short-form stream. Brands & Founders:** Maintain a steady posting cadence with minimal hands-on editing. What Problem Does This Workflow Solve? Manual clipping is slow and inconsistent. This workflow: Finds Hooks Automatically:** AI picks 3–6 high-retention segments from transcript + timestamps (count scales with video length/quality). Cuts Cleanly:** Absolute-second FFmpeg timing to avoid mid-word cuts. Vertical & Horizontal Friendly:** Handles both orientations and respects source resolution. Schedules for You:** Posts one clip per day on consecutive days. How It Works Form Upload: Submit your long video. Audio Extraction: FFmpeg job extracts audio for accurate ASR. Whisper Transcription: Word-level timestamps enable precise clipping. AI Clip Mining (Gemini): Detects 3–6 “viral” moments (15–60s) and generates titles/descriptions. Cut & Crop (FFmpeg): GPU pipeline produces clean clips; preserves input resolution/orientation when possible and crops/pads appropriately for target platforms. Status & Download: Polls job status and retrieves the final clips. Auto-Scheduling (Consecutive Days): Schedules one short per day starting tomorrow, for as many days as clips were produced (e.g., 3 clips → 3 days, 6 clips → 6 days) at a configurable time (default 20:00 Europe/Madrid). Setup OpenAI (Whisper): Add your OpenAI API credentials. Google Gemini: Add Gemini credentials used by the AI Agent node. Upload-Post (free trial no credit card required): Generate your api token https://app.upload-post.com/ connect your social media accounts and add your API token credentials in n8n (same token works for FFmpeg jobs and publishing). Scheduling: Adjust posting time/intervals and timezone (Europe/Madrid by default). Metadata Mapping: Titles/descriptions are auto-generated per platform; tweak as needed. Requirements Accounts:** n8n, OpenAI, Google (Gemini), Upload-Post, and social platform connections. API Keys:** OpenAI token, Gemini credentials, Upload-Post token. Budget:** Whisper + Gemini inference + FFmpeg compute + optional posting costs. Features Word-Accurate Cuts:** Absolute-second timecodes with subtle pre/post-roll. Orientation-Aware:** Supports vertical and horizontal inputs; preserves source resolution where possible. Platform-Optimized Output:** 9:16-ready delivery with smart crop/pad behavior. Consecutive-Day Scheduler:** 3–6 clips → 3–6 consecutive posting days, automatically. Retry & Polling:** Built-in waits and status checks for robust processing. Modular:** Swap models, adjust clip count/length, or add/remove platforms quickly. Turn long-form video into a consistent sequence of Shorts/Reels/TikToks—automatically, day after day, while respecting your source resolution.

What this workflow does Runs automatically every Monday morning at 8 AM Collects your Google Search Console from the last month and the month before that for a given url (date range is configurable) Formats the data, aggregating it by date, query, page, device and country Generates AI-driven analysis and insights on your results, providing actionable recommendations Renders the report as a visually appealing PDF with charts and tables Sends the report via Slack (you can also add email or WhatsApp) A sample for the first page of the report: Setup Guide Create an account of pdforge and use the pre-made Meta Ads template. Connect Google OAuth2 (guide on the template), OpenAI and Slack to n8n Set your site url and date range (opcional) Customize the scheduling date and time Requirements Google OAuth2 (via Google Search Console): Documentation pdforge access: Create an account AI API access (e.g. via OpenAI, Anthropic, Google or Ollama) Slack acces (via OAuth2): Documentation Feel free to contact me via Linkedin, if you have any questions! 👋🏻

Short an simple: This Workflow will sync (add and delete) your Liked Songs to an custom playlist that can be shared. Setup: Create an app on the Spotify Developer Dashboard. Create Spotify Credentials - Just click on one of the Spotify Nodes in the Workflow an click on "create new credentials" and follow the guide. Create the Spotify Playlist that you want to sync to. Copy the exact name of you playlist, go into Node "Edit set Vars" and replace the value "CHANGE MEEEE" with your playlist name. Set your Spotify Credentiels on every Spotify Node. (Should be marekd with Yellow and Red Notes) Do you use Gotify? - No: Delete the Gotify Nodes (all the way to the right end of the Workflow) - Yes: Customize the Gotify Nodes to your needs.

This n8n workflow allows you to generate AI images using Nano Banana PRO through a Telegram bot interface, with optional automatic publishing to social media platforms. Users interact with the workflow entirely via Telegram commands and forms. The workflow supports multiple image generation modes and can automatically enhance prompts, compress images, generate captions, and publish content to Facebook, Instagram, and X. This template is especially useful for product visuals, lifestyle scenes, and content creation workflows where manual image generation and posting would otherwise be repetitive. How it works A user sends a command to the Telegram bot (text-to-image, image-to-image, or multi-image fusion). The workflow collects the required inputs (text prompt, uploaded images, aspect ratio, quality). If enabled, an AI Agent enhances the user prompt before image generation. The workflow sends the request to Kie.ai, which runs the Nano Banana PRO image model. The workflow waits for the image generation task to complete and retrieves the result. The generated image is downloaded and sent back to the user via Telegram. Optionally, the image is compressed using TinyPNG. If social sharing is enabled: An AI Agent generates platform-optimized captions. The image and captions are published automatically to selected platforms (Facebook, Instagram, X) via Blotato. How to use Create a Telegram bot using @BotFather and add the bot token to the Telegram Trigger credentials. Configure the required API credentials (see Requirements). Activate the workflow in n8n. Send a command to your Telegram bot: /text_to_image /image_to_image /multi_image Follow the Telegram form prompts to generate and optionally publish images. Requirements The following services are required for the workflow to function: Telegram Bot** – user interaction Kie.ai API** – Nano Banana PRO image generation (Get access) Cloudinary** – image hosting for uploaded files (Create an account) OpenAI API** – prompt enhancement and caption generation Optional services: TinyPNG** – image compression (Get an API key) Blotato** – social media publishing (Connect accounts) Customising the workflow You can disable image compression by removing the TinyPNG nodes. Social media auto-publishing can be disabled by removing the Blotato nodes. Prompt enhancement behavior can be adjusted in the AI Agent system prompt. Additional platforms or posting logic can be added after the caption generation step. The workflow can be adapted to other AI image models by replacing the Kie.ai API calls. Notes This is a self-hosted n8n workflow. All API keys and credentials must be provided by the user. The workflow is modular and can be partially enabled depending on your use case.

How It Works This workflow automates environmental, social, and governance (ESG) data collection, compliance validation, and sustainability reporting for corporations managing complex regulatory requirements and stakeholder transparency expectations. Designed for sustainability officers, compliance teams, and investor relations departments, it solves the challenge of aggregating ESG metrics across global operations, validating data accuracy, and generating standardized reports for multiple frameworks. The system schedules regular monitoring, fetches consolidated ESG data from operational systems, generates S&D (sustainability and disclosure) submissions, validates compliance through dual AI agents (Compliance Analyzer ensures regulatory adherence, Decision Coordination orchestrates specialized sub-agents for aggregate analysis, traceability monitoring, summary generation, and governance reporting), checks star ratings for data quality, routes findings by compliance status (critical/routine), and produces standardized reports with traceability records. Organizations achieve 90% reduction in reporting cycle time, ensure multi-framework compliance, eliminate manual data aggregation errors, and maintain complete audit trails for regulatory scrutiny. Setup Steps Connect Schedule Trigger for monitoring frequency Configure ESG data sources with API credentials Add AI model API keys to Compliance Analyzer and Decision Coordination Agent nodes Define reporting frameworks and compliance requirements in agent prompts Set quality rating thresholds for data completeness and materiality scoring parameters Configure alert mechanisms for critical compliance gaps requiring immediate remediation Prerequisites ESG data management system access, AI service accounts Use Cases Carbon emissions tracking and reporting, supply chain sustainability monitoring Customization Modify agent prompts for industry-specific materiality topics Benefits Reduces reporting cycle time by 90%, ensures multi-framework compliance simultaneously

CRM Contact Sync with Mailchimp and Pipedrive This workflow keeps your contact records perfectly aligned between your CRM (e.g. HubSpot / Salesforce / Pipedrive) and Mailchimp. Whenever a contact is created or updated in one system, the automation propagates the change to the other platform, ensuring every email address, phone number and custom field stays in sync. Pre-conditions/Requirements Prerequisites n8n instance (self-hosted or cloud) Community nodes: Pipedrive, Mailchimp A dedicated service account in each platform with permission to read & write contacts Basic understanding of how webhooks work (for CRM → n8n triggers) Required Credentials Pipedrive API Token** – Used for creating, updating and searching contacts in Pipedrive Mailchimp API Key** – Grants access to lists/audiences and contact operations CRM Webhook Secret** (optional) – If your CRM supports signing webhook payloads Specific Setup Requirements | Environment Variable | Description | Example | |----------------------|--------------------------------------|---------------------------------| | PIPEDRIVE_API_KEY | Stored in n8n credential manager | 123abc456def | | MAILCHIMP_API_KEY | Stored in n8n credential manager | us-1:abcd1234efgh5678 | | MAILCHIMP_DC | Mailchimp Datacenter (sub-domain) | us-1 | | CRM_WEBHOOK_URL | Generated by the Webhook node | https://n8n.myserver/webhook/... | How it works This workflow keeps your contact records perfectly aligned between your CRM (e.g. HubSpot / Salesforce / Pipedrive) and Mailchimp. Whenever a contact is created or updated in one system, the automation propagates the change to the other platform, ensuring every email address, phone number and custom field stays in sync. Key Steps: Inbound Webhook**: Receives contact-change events from the CRM. Split in Batches**: Processes contacts in chunks to stay within API rate limits. Mailchimp Upsert**: Adds or updates each contact in the specified Mailchimp audience. Pipedrive Upsert**: Mirrors the same change in Pipedrive (or vice-versa). Merge & IF nodes**: Decide whether to create or update a contact by checking existence. Error Trigger**: Captures any API failures and posts them to the configured alert channel. Set up steps Setup Time: 15-25 minutes Create credentials • In n8n, add new credentials for Pipedrive and Mailchimp using your API keys. • Name them clearly (e.g. “Pipedrive Main”, “Mailchimp Main”). Import the workflow • Download or paste the JSON template into n8n. • Save the workflow. Configure the Webhook node • Set HTTP Method to POST. • Copy the generated URL and register it as a webhook in your CRM’s contact-update events. Map CRM fields • Open the first Set node and match CRM field names (firstName, lastName, email, etc.) to the standard keys used later in the flow. Select Mailchimp Audience • In the Mailchimp node, choose the audience/list that should receive the contacts. Define Pipedrive Person Fields • If you have custom fields, add them in the Pipedrive node’s Additional Fields section. Enable the workflow • Turn the workflow from “Inactive” to “Active”. • Send a test update from the CRM to verify that contacts appear in both Mailchimp and Pipedrive. Node Descriptions Core Workflow Nodes: Webhook** – Accepts contact-change payloads from the CRM. Set** – Normalises field names to a common schema. SplitInBatches** – Loops through contacts in controllable group sizes. HTTP Request** – Generic calls (e.g. HubSpot/Salesforce look-ups when required). Pipedrive** – Searches for existing persons; creates or updates accordingly. Mailchimp** – Performs contact upsert into an audience. If** – Branches logic on “contact exists?”. Merge** – Re-assembles branch data back into a single execution line. Code** – Small JS snippets for complex field transformations. Error Trigger** – Listens for any node failure and routes it to alerts. StickyNote** – Documentation hints inside the workflow. Data Flow: Webhook → Set (Normalise) → SplitInBatches SplitInBatches → Mailchimp (Get) → If (Exists?) → Mailchimp (Upsert) SplitInBatches → Pipedrive (Search) → If (Exists?) → Pipedrive (Upsert) Merge → End / Success Customization Examples Add a Tag to Mailchimp contacts // Place inside a Code node before the Mailchimp Upsert item.tags = ['Synced from CRM', 'High-Value']; return item; Apply a Deal Stage in Pipedrive // Pipedrive node → Additional Fields "deal": { "title": "New Lead from Mailchimp", "stage_id": 2 } Data Output Format The workflow outputs structured JSON data: { "id": 1472, "status": "updated", "email": "alex@example.com", "source": "CRM", "synced": { "pipedrive": "success", "mailchimp": "success" }, "timestamp": "2024-04-27T10:15:00Z" } Troubleshooting Common Issues HTTP 401 Unauthorized – Verify that the API keys are still valid and have not been revoked. Webhook receives no data – Double-check that the CRM webhook URL matches exactly and that the event is enabled. Performance Tips Batch contacts in groups of 50-100 to respect Mailchimp & Pipedrive rate limits. Use Continue On Fail in non-critical nodes to prevent the entire run from stopping. Pro Tips: Map your CRM’s custom fields once in the Set node to avoid touching each downstream node. Use Merge+If pattern to keep “create vs update” logic tidy. Enable workflow execution logs only in development to reduce storage usage. *Community Template Disclaimer: This workflow is provided by the n8n community “as is”. n8n GmbH makes no warranties regarding its performance, security or compliance. Always review and test in a development environment before using it in production.*

🚀 How it works Fully automates your service order pipeline from incoming booking to supplier confirmation — with built-in SLA enforcement and automatic escalation if a supplier goes silent. 📥 Receives orders via webhook from your booking form or website 💳 Verifies payment against Stripe before processing anything 🤖 Extracts and structures order details (service type, address, date, priority) using Claude AI 👤 Upserts the customer contact and creates a deal in Freshworks CRM automatically 📧 Sends branded confirmation emails to the customer and assigned supplier via Postmark ⏱️ Enforces a 4-hour supplier acceptance SLA — escalates automatically if no response 🔁 Reassigns to a backup supplier and retries for 2 hours before flagging for manual review 🚨 Alerts your team on Slack if manual intervention is required 📊 Logs every outcome (confirmed, reassigned, escalated) to Google Sheets for full audit trail 🛠️ Set up steps Estimated setup time: ~30 minutes Webhook — copy the webhook URL and point it from your booking form or website checkout Stripe — add your Stripe secret key to the HTTP Request node; set the correct payment_intent field name from your payload Claude (Anthropic) — connect your Anthropic API credential; claude-sonnet-4-6 or higher recommended Freshworks CRM — connect your Freshworks credential; set your domain in the HTTP Request upsert node (e.g. yourcompany.freshsales.io) Postmark — add your Postmark Server Token to the HTTP Request nodes; update the sender email address Slack — connect Slack OAuth2; set your ops/dispatch channel in the alert nodes (e.g. #dispatch-alerts) Google Sheets — connect Google Sheets OAuth2; set your spreadsheet ID and sheet name in the log nodes Follow the sticky notes inside the workflow — each section has a one-liner setup guide 📋 Prerequisites Stripe account with payment intents enabled Anthropic API key (Claude API access) Freshworks CRM account (Growth plan or higher for API access) Postmark account with a verified sender domain Slack workspace with a bot or OAuth2 app Google Sheets spreadsheet set up as your audit log --- Custom Workflow Request with Personal Dashboard kumar@smartflowcraft.com https://www.smartflowcraft.com/contact More free templates https://www.smartflowcraft.com/n8n-templates

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

🎬 What it does This workflow creates an engaging YouTube Short with a single click — from script to voiceover, to visuals and background music. It combines several AI tools to automate content creation and final video assembly. ⚙️ How it works Accepts an input prompt or topic Generates script using GPT Converts script to voiceover using ElevenLabs Generates b-roll style images via Leonardo.Ai Matches background music Assembles a vertical 1080×1920 MP4 video using JSON render config Optionally uploads to YouTube or saves to Cloudinary 🧰 Setup steps Add your credentials: Leonardo API (image generation) ElevenLabs (voiceover) Cloudinary (upload destination) Any GPT-based text generator Drop your audio/music file in the right node Replace API expressions with your own credentials > 🟨 Full step-by-step instructions are in sticky notes inside the workflow.

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