Workflow Templates

Use case Error workflows are an important part of running workflows in production. How to setup Add Slack creds Add this error workflow to other workflows (docs)

This workflow allows you to get the price of BTC in EUR and send an SMS when the price is larger than EUR 9000

This workflow demonstrates how to create a new deployment when new content gets added to the database. This example workflow can be used when building a JAMstack site. Webhook node: This node triggers the workflow when new content gets added. For this example, we have configured the webhook in GraphCMS. Netlify node: This node will start the build process and deploy the website. You will have to select your site from the Site ID dropdown list. To identify the deployment, we are passing a title.

A quick example showing how to get the local date and time into a Function node using moment.js. This relies on the GENERIC_TIMEZONE environment variable being correctly configured (see the docs here) NOTE: In order for this to work, you must whitelist the moment library for use by setting the following environment variable: NODE_FUNCTION_ALLOW_EXTERNAL=moment For convenience, the Function code is as follows: const moment = require('moment'); let date = moment().tz($env['GENERIC_TIMEZONE']); let year = date.year(); let month = date.month(); // zero-indexed! let day = date.date(); let hour = date.hours(); let minute = date.minutes(); let second = date.seconds(); let millisecond = date.millisecond(); let formatted = date.format('YYYY-MM-DD HH:mm:ss.SSS Z'); return [ { json: { utc: date, year: year, month: month, // zero-indexed! day: day, hour: hour, minute: minute, second: second, millisecond: millisecond, formatted: formatted } } ]; `

Setting Up and Generating TOTP Step 1: Receive QR Code and Extract the Link 1. Receive the QR Code from the 2FA service After enabling two-factor authentication (2FA) on services like OpenAI, Google, GitHub, etc., a QR Code will be given to you, which you need to scan. This QR Code contains the TOTP link used to generate one-time passcodes. 2. Extract the link from the received QR Code To extract the link from the QR Code, use online tools. These tools will help you extract the corresponding link. After using an online tool, the extracted link will appear in the following format: otpauth://totp/ServiceName:username?secret=secret_key&issuer=ServiceName For example: otpauth://totp/OpenAI:amir676080@gmail.com?secret=test-test-test&issuer=OpenAI Step 2: Create TOTP Credential in n8n Create a new Credential To use TOTP in n8n, you need to create a new TOTP Credential. Enter the details in the Credential In the Secret field:* Enter the *secret key** (extracted from the QR Code link). For example: test-test-test In the Label field:* Enter *ServiceName:username** For example: OpenAI:amir676080@gmail.com Save the Credential After entering the information, click Save to save the Credential. Step 3: Get the TOTP Code Click on Test Workflow After setting up the credentials in n8n, click on Test, and the corresponding code will be delivered to you. Output: [ { "token": "720769", "secondsRemaining": 18 } ] ==This code is exactly the same as the one generated by apps and services like Google Authenticator or Authy. 🔐== Contact me on [Telegram]: https://t.me/amir676080

This workflow allows you to send updates about the position of the ISS every minute to a topic in RabbitMQ

I used this to check for a page that had Out Of Stock not found when an item came back in stock. Set the URL for the HTTP Request node and your Webhook URL and Messages for the discord nodes.

Download XML data Convert it to JSON Change title in data Convert back to XML Upload file to Dropbox

Overview This workflow utilizes the Defapi API with Sora 2 AI model to generate stunning viral videos with creative AI-generated motion, effects, and storytelling. Simply provide a creative prompt describing your desired video scene, and optionally upload an image as a reference. The AI generates professional-quality video content perfect for tiktok, youtube, marketing campaigns, and creative projects. Input: Creative prompt (required) + optional image Output: AI-generated viral video ready for social media and content marketing Users can interact through a simple form, providing a text prompt describing the desired video scene and optionally uploading an image for context. The system automatically submits the request to the Defapi Sora 2 API, monitors the generation status in real time, and retrieves the final video output. This solution is ideal for content creators, social media marketers, video producers, and businesses who want to quickly generate engaging video content with minimal setup. Prerequisites A Defapi account and API key: Sign up at Defapi.org to obtain your API key for Sora 2 access. An active n8n instance (cloud or self-hosted) with HTTP Request and form submission capabilities. Basic knowledge of AI prompts for video generation to achieve optimal results. Example prompt: A pack of dogs driving tiny cars in a high-speed chase through a city, wearing sunglasses and honking their horns, with dramatic action music and slow-motion jumps over fire hydrants. For 15-second HD videos, prefix your prompt with (15s,hd). (Optional) An image to use as a reference or starting point for video generation. Image Restrictions: Avoid uploading images with real people or highly realistic human faces, as they will be rejected during content review. Important Notes**: The API requires proper authentication via Bearer token for all requests. Content undergoes multi-stage moderation. Avoid violence, adult content, copyrighted material, and living celebrities in both prompts and images. Setup Instructions Obtain API Key: Register at Defapi.org and generate your API key with Sora 2 access. Store it securely—do not share it publicly. Configure Credentials: In n8n, create HTTP Bearer Auth credentials named "Defapi account" with your API key. Configure the Form: In the "Upload Image" form trigger node, ensure the following fields are set up: Prompt (text field, required) - Describe the video scene you want to generate Image (file upload, optional) - Optionally upload .jpg, .png, or .webp image files as reference Test the Workflow: Click "Execute Workflow" in n8n to activate the form trigger. Access the generated form URL and enter your creative video prompt. Optionally upload an image for additional context. The workflow will process any uploaded image through the "Convert to JSON" node, converting it to base64 format. The request is sent to the Sora 2 API endpoint at Defapi.org. The system will wait 10 seconds and then poll the API status until video generation is complete. Handle Outputs: The final "Format and Display Results" node formats and displays the generated video URL for download or embedding. Workflow Structure The workflow consists of the following nodes: Upload Image (Form Trigger) - Collects user input: creative prompt (required) and optional image file Convert to JSON (Code Node) - Converts any uploaded image to base64 data URI and formats prompt Send Sora 2 Generation Request to Defapi.org API (HTTP Request) - Submits video generation request to Sora 2 API Wait for Processing Completion (Wait Node) - Waits 10 seconds before checking status Obtain the generated status (HTTP Request) - Polls API task query endpoint for completion status Check if Image Generation is Complete (IF Node) - Checks if status equals 'success' Format and Display Results (Set Node) - Extracts and formats final video URL output Technical Details API Endpoint**: https://api.defapi.org/api/sora2/gen (POST request) Model Used**: Sora 2 AI video generation model Video Capabilities**: Supports 15-second videos and high-definition (HD) output Status Check Endpoint**: https://api.defapi.org/api/task/query (GET request) Wait Time**: 10 seconds between status checks Image Processing**: If an image is uploaded, it is converted to base64 data URI format (data:image/[type];base64,[data]) for API submission Authentication**: Bearer token authentication using the configured Defapi account credentials Request Body Format**: { "prompt": "Your video description here", "images": ["data:image/jpeg;base64,..."] } Note: The images array can contain an image or be empty if no image is provided Response Format**: The API returns a task_id which is used to poll for completion status. Final result contains data.result.video with the video URL. Accepted Image Formats**: .jpg, .png, .webp Specialized For**: Viral video content, social media videos, creative video marketing Customization Tips Enhance Prompts**: Include specifics like: Scene description and action sequences Character behaviors and emotions Camera movements and angles (e.g., slow-motion, dramatic zoom) Audio/music style (e.g., dramatic, upbeat, cinematic) Visual effects and atmosphere Timing and pacing details Enable 15s and HD Output**: To generate 15-second high-definition videos, start your prompt with (15s,hd). For example: (15s,hd) A pack of dogs driving tiny cars in a high-speed chase through a city... Content Moderation The API implements a three-stage content review process: Image Review: Rejects images with real people or highly realistic human faces Prompt Filtering: Checks for violence, adult content, copyrighted material, and living celebrities Output Review: Final check after generation (often causes failures at 90%+ completion) Best Practices: Avoid real human photos; use illustrations or cartoons instead Keep prompts generic; avoid brand names and celebrity names You can reference verified Sora accounts (e.g., "let @sama dance") If generation fails at 90%+, simplify your prompt and try again Example Prompts "A pack of dogs driving tiny cars in a high-speed chase through a city, wearing sunglasses and honking their horns, with dramatic action music and slow-motion jumps over fire hydrants." "(15s,hd) Animated fantasy landscape with floating islands, waterfalls cascading into clouds, magical creatures flying, golden sunset lighting, epic orchestral music." "(15s,hd) Product showcase with 360-degree rotation, dramatic lighting changes, particle effects, modern electronic background music." Use Cases Social Media Content**: Generate eye-catching videos for Instagram Reels, TikTok, and YouTube Shorts Marketing Campaigns**: Create unique promotional videos from product images Creative Projects**: Transform static images into dynamic storytelling videos Content Marketing**: Produce engaging video content without expensive production costs Viral Content Creation**: Generate shareable, attention-grabbing videos for maximum engagement

This automation template is a revolutionary AI-powered interior design and product visualization workflow that allows users to seamlessly place any object or artwork into real spaces using artificial intelligence. Upload two photos - one of your product/artwork and another of the target space - and watch as AI intelligently composites them together, then converts the result into a captivating animated video with professional camera movements. The final video is automatically published across TikTok, Instagram Reels, and YouTube Shorts for maximum reach. Note: This workflow uses Google's Gemini 2.5 Flash (Nano Banana) for intelligent image composition and FAL AI's WAN v2.2-a14b model for video generation. Each complete generation costs approximately $0.25 USD, making it an incredibly cost-effective solution for professional-quality content creation.* Who Is This For? Interior Designers & Architects:** Visualize how furniture, artwork, or decor will look in client spaces before making purchases or installations. Art Dealers & Galleries:** Show potential buyers how paintings or sculptures would appear in their homes or offices with realistic placement and lighting. E-commerce Retailers:** Create compelling product demonstrations by showing furniture, artwork, or home decor items in realistic room settings. Real Estate Professionals:** Help clients visualize how their furniture or art collection would look in new properties. Content Creators & Influencers:** Generate engaging "before and after" style content showing product placements in various environments. Marketing Agencies:** Scale visual content production for furniture brands, art dealers, and home decor companies. What Problem Does This Workflow Solve? Traditional product visualization requires expensive 3D rendering software, professional photography setups, or costly photoshoot arrangements. This workflow eliminates these barriers by: Intelligent Object Placement:** AI analyzes both the object/artwork and target space to determine optimal positioning, scale, and lighting integration. Realistic Integration:** Advanced AI composition ensures shadows, reflections, and lighting match perfectly between the object and environment. Professional Animation:** Converts static compositions into cinematic videos with smooth camera movements that highlight the placement naturally. Cost-Effective Production:** At just $0.25 per generation, it's exponentially cheaper than traditional 3D rendering or professional photography. Instant Multi-Platform Distribution:** Automatically formats and publishes content across all major social media platforms simultaneously. How It Works Dual Image Upload: Users upload two photos through an intuitive web form: Photo 1: The object, artwork, or furniture piece to be placed Photo 2: The target room or space where the item should appear Optional Description: Additional context about the desired placement Image Processing & Hosting: Both images are automatically uploaded to ImgBB for reliable cloud access throughout the workflow. AI-Powered Composition: Google's Gemini 2.5 Flash (Nano Banana) analyzes both images and intelligently composites the object into the space, considering: Proper scale and proportions Realistic lighting and shadows Perspective and depth matching Environmental integration Video Generation: FAL AI's WAN v2.2-a14b model transforms the composed image into a professional 4-second video featuring: Smooth camera panning movements Natural motion blur effects Cinematic framing and composition Quality Assurance: Automated status monitoring ensures successful generation before proceeding to publication. Multi-Platform Publishing: The final video is automatically uploaded to TikTok, Instagram Reels, and YouTube Shorts with customizable captions. Setup FAL AI Credentials: Create an account at fal.ai and add your API credentials for: Gemini 2.5 Flash (Nano Banana) image composition WAN v2.2-a14b image-to-video conversion ImgBB API Setup: Sign up at imgbb.com for free image hosting Generate an API key and update the imgbb_api_key value in the "Set APIs Vars" node Upload-Post Configuration: Create an account at upload-post.com Connect your TikTok, Instagram, and YouTube accounts Add your Upload-Post credentials to the "Upload Post" node Prompt Customization: In the "Set Prompts" node, fine-tune: prompt-image-edit: "Place the [object] in the room on the back wall, respecting the [object] perfectly and the background room and the camera frame in the photo of the room." prompt-image-to-video: Camera movement style and cinematic effects Cost Management: Monitor usage as each generation costs approximately $0.25 USD through the FAL AI services. Requirements Accounts:** n8n, fal.ai, imgbb.com, upload-post.com, social media accounts (TikTok, Instagram, YouTube). API Keys & Credentials:** FAL AI API token, ImgBB API key, Upload-Post authentication. Budget:** Approximately $0.25 USD per complete workflow execution. Social Media Setup:** Business/Creator accounts connected through Upload-Post platform. Features Dual-Image Intelligence:** Sophisticated AI analysis of both object and space for perfect integration Cost-Effective Processing:** Only $0.25 per generation compared to hundreds for traditional methods Advanced AI Models:** Google Gemini 2.5 Flash (Nano Banana) + FAL WAN v2.2-a14b for premium quality Realistic Lighting Integration:** AI matches shadows, reflections, and ambient lighting automatically Professional Video Output:** Cinematic camera movements optimized for social media engagement Multi-Platform Optimization:** Automatic formatting for TikTok, Instagram Reels, and YouTube Shorts Robust Error Handling:** Built-in retry mechanisms and quality verification Scalable Production:** Handle multiple object-space combinations efficiently Transform your product visualization workflow today - simply upload a photo of any object and the space where you want to place it, and let AI create stunning, professional videos that showcase perfect integration for just $0.25 per generation.

GCalendar Smart Booking System Demo github code Try yourself 📋 Description Transform your booking chaos into streamlined automation with this production-ready GCalendar Smart Booking System. This comprehensive n8n workflow eliminates weeks of custom development by providing two powerful REST APIs that handle everything from input validation to calendar integration. What makes this special? Unlike basic booking forms, this system includes enterprise-grade features like intelligent conflict detection, public holiday awareness, business hours enforcement, and automatic Google Calendar integration with Meet links. It's battle-tested with real-world business logic including lunch breaks, timezone handling, and comprehensive error responses. Privacy & Cost Benefits: 🔐 Privately yours & free** - No need to purchase expensive booking software or worry about data breaches. Your booking data stays secure in your own Google Calendar, completely under your control. 🎯 All-in-One solution** - No manual invitation sending required. Google Calendar automatically handles attendee notifications and generates real Google Meet links for every booking, creating a seamless experience for both you and your clients. No need pay for API to get public holiday, use the google calendar free default . Perfect for rapid deployment: Whether you're building for clients, launching an MVP, or replacing expensive booking software, this template gets you from zero to production in under 15 minutes. The clean API design makes frontend integration effortless, while the robust validation ensures reliable operation at scale. Two endpoints, endless possibilities: /make-booking - Complete booking creation with multi-layer validation /check-booking-date - Real-time slot availability listing (comes with conflict detection, business hour checks) Built by developers, for developers - with comprehensive documentation, testing examples, and customization guides included. Purpose This workflow provides a webhook API endpoint that your frontend can easily integrate typically triggered by a submit button on a booking form. When the frontend calls this REST API, the workflow handles the booking logic by performing several key checks: Valid Input — Ensures all required fields are present and correctly formatted. Date & Time Validation — Confirms the requested slot falls within business hours, excludes lunch/dinner breaks, and respects public holidays. Conflict Detection — Checks for any existing bookings at the requested time to prevent overlaps. Calendar Integration — Once all checks pass, the workflow automatically creates a booking entry in your Google Calendar, keeping everything synced and visible. 🎯 Target Audience This template is perfect for: 🏥 Healthcare & Medical Professionals: Clinics, dental offices, physiotherapy centers, and medical practices needing automated appointment scheduling with proper business hours validation and no-show reduction. 💼 Professional Service Providers: Consultants, lawyers, accountants, financial advisors, and coaches who require sophisticated booking systems with calendar integration and conflict prevention. 🎓 Educational Institutions: Universities, tutoring centers, training academies, and educational consultants needing student appointment scheduling with academic calendar integration. 🏢 Small to Medium Businesses: Service-based businesses like salons, spas, repair services, and consulting firms looking to automate their booking process without expensive software subscriptions. 👨‍💻 Software Development Teams: Developers and engineering teams who need to rapidly deploy booking functionality for client projects without building from scratch. 🌐 Digital Agencies: Web development agencies, marketing firms, and digital consultancies building booking solutions for multiple clients across different industries. 🏨 Hospitality & Events: Meeting room booking, event venue scheduling, equipment rental companies, and co-working spaces requiring intelligent availability management. 🔧 Freelancers & Solo Entrepreneurs: Independent professionals like designers, photographers, personal trainers, and contractors who need professional booking systems on a budget. 📊 Product Managers: Teams building SaaS products that require booking/scheduling features as part of their core functionality or user experience. 🚀 Startup Founders: Early-stage companies needing to validate booking-related business models quickly without significant development investment. 🎨 Creative Professionals: Photographers, videographers, music instructors, and artists who need client appointment scheduling with portfolio integration possibilities. ⚙️ Technical Operations Teams: DevOps engineers and system administrators who need to implement booking systems for internal resource allocation (servers, equipment, meeting rooms). This template eliminates weeks of development time while providing enterprise-grade validation, making it ideal for anyone who values rapid deployment, reliability, and professional functionality in their booking systems. ⚙️ How It Works 🔄 Booking Flow (Step-by-Step) Phase 1: Input Validation // Real validation logic from the workflow ✅ Name, email, phone, date, time validation ✅ Email format verification (RFC compliant) ✅ Phone number format checking ✅ Date/time format standardization (YYYY-MM-DD, HH:MM) Phase 2: Business Logic Validation // Business hours: Monday-Friday, 9AM-9PM (customizable) ✅ Weekend blocking ✅ Business hours enforcement ✅ Lunch break exclusion (12PM-2PM) ✅ Dinner break exclusion (6PM-8PM) ✅ Timezone handling (Malaysia/UTC+8 default) Phase 3: Intelligent Conflict Detection // Multi-calendar checking ✅ Public holiday calendar integration ✅ Main booking calendar conflict detection ✅ Real-time availability verification ✅ Overlap prevention algorithms Phase 4: Calendar Integration // Google Calendar automation ✅ Event creation with attendee invitation ✅ Google Meet link generation ✅ Custom event descriptions and summaries ✅ Calendar color coding 🕒 Availability API Flow Date Input → Validates YYYY-MM-DD format Weekend/Holiday Check → Blocks non-working days Slot Generation → Creates available time slots Conflict Mapping → Marks booked vs available slots Response Formatting → Returns structured availability data 🛠️ Quick Start Guide Prerequisites n8n instance (cloud or self-hosted) Google Cloud Project with Calendar API enabled Google Calendar credentials Simple Setup Guide Step 1: Import the Workflow ⬇️ Download the smart-booking-system.json file In your n8n instance: Workflows → Import from File Select the downloaded JSON file Click Import Step 2: Set Up Google Calendar Credentials 🔑 Create Google Cloud Project: Go to Google Cloud Console Create new project or select existing one Enable Google Calendar API Configure n8n Credentials: In n8n: Credentials → Add Credential → Google Calendar OAuth2 API Enter your Google Cloud Client ID and Client Secret Save as "Google Calendar account" Update Workflow Nodes: Find nodes: Create Calendar Event, Check Calendar Availability, etc. Select your Google Calendar credential in each node Step 3: Configure Your Calendars 📅 Main Booking Calendar: Create a dedicated Google Calendar for bookings Copy the Calendar ID (found in Calendar Settings) Replace YOUR_BOOKING_CALENDAR_ID@group.calendar.google.com in these nodes: Create Calendar Event Check Calendar Availability - Main Check Calendar Availability Holiday Calendar (Optional): Add your country's holiday calendar to Google Calendar Find the calendar ID (e.g., en.usa#holiday@group.v.calendar.google.com) Update Check Calendar Availability - public holiday and Check Public Holiday Calendar nodes Step 4: Customize Business Hours ⏰ Find the ConfigTimeSlots node Edit the time slots array: [ { "time": "09:30", "display": "9:30 AM - 10:30 AM", "available": true }, { "time": "10:30", "display": "10:30 AM - 11:30 AM", "available": true }, { "time": "11:30", "display": "11:30 AM - 12:30 PM", "available": true }, { "time": "14:30", "display": "2:30 PM - 3:30 PM", "available": true }, { "time": "15:30", "display": "3:30 PM - 4:30 PM", "available": true }, { "time": "16:30", "display": "4:30 PM - 5:30 PM", "available": true }, { "time": "17:30", "display": "5:30 PM - 6:30 PM", "available": true }, { "time": "20:30", "display": "8:30 PM - 9:30 PM", "available": true } ] Step 5: Activate & Test 🚀 Activate the workflow: Toggle the workflow Active switch Get your webhook URLs: Booking: https://your-n8n-domain/webhook/suarify-make-booking Availability: https://your-n8n-domain/webhook/suarify-check-booking-date Test with sample requests: Test booking creation curl -X POST 'https://your-n8n-domain/webhook/suarify-make-booking' \ -H 'Content-Type: application/json' \ -d '{ "name": "John Doe", "email": "john@example.com", "phone": "+1234567890", "date": "2024-03-15", "time": "14:30" }' Test availability checking curl -X POST 'https://your-n8n-domain/webhook/suarify-check-booking-date' \ -H 'Content-Type: application/json' \ -d '{"date": "2024-03-15"}' Step 6: Integrate with Your Frontend 💻 Use the webhook URLs in your booking form Handle the JSON responses for success/error states Display available time slots from the availability API 🎉 You're ready to start taking bookings! 📋 API Documentation 📤 Booking Creation API Endpoint: POST /webhook/make-booking Request Body: { "name": "John Doe", "email": "john@example.com", "phone": "+1234567890", "date": "2024-03-15", "time": "14:30", "source": "Website Form" } Success Response (200): { "success": true, "message": "Booking confirmed successfully!", "bookingDetails": { "name": "John Doe", "email": "john@example.com", "phone": "+1234567890", "date": "2024-03-15", "time": "14:30", "eventId": "abc123def456", "eventLink": "https://calendar.google.com/event?eid=...", "calendarEvent": { /* Full calendar event object */ } }, "confirmationMessage": "Hi John Doe, your booking has been confirmed for 2024-03-15 at 14:30. You will receive a calendar invitation shortly." } Error Response (400): { "success": false, "error": "Invalid email format", "message": "Booking request failed validation", "details": { /* Error context */ } } 📅 Availability Check API Endpoint: POST /webhook/check-booking-date Request Body: { "date": "2024-03-15" } Success Response (200): { "success": true, "isWorkingDay": true, "isWeekend": false, "holidayName": "", "availableSlots": [ { "time": "09:30", "display": "9:30 AM - 10:30 AM", "available": true }, { "time": "10:30", "display": "10:30 AM - 11:30 AM", "available": false, "status": "booked" } ], "totalConflicts": 3 } 🎛️ Customization Guide Business Hours Configuration Edit the ConfigTimeSlots node to modify available booking times: const timeSlots = [ { time: '09:00', display: '9:00 AM - 10:00 AM', available: true }, { time: '10:00', display: '10:00 AM - 11:00 AM', available: true }, // Lunch break automatically excluded { time: '14:00', display: '2:00 PM - 3:00 PM', available: true }, // Customize as needed... ]; Timezone Adjustment Modify the Business Hours Check node: // Change from Malaysia (UTC+8) to your timezone const timezone = 'America/New_York'; // UTC-5 const timezoneOffset = '-05:00'; Holiday Calendar Update calendar ID in holiday checking nodes: // Replace with your country's holiday calendar "value": "en.usa#holiday@group.v.calendar.google.com" Business Rules Customize validation in the Business Hours Check node: // Business hours: Mon-Fri, 9am-6pm (example) const isWithinBusinessHours = timeInMinutes >= 540 && timeInMinutes <= 1080; // Remove lunch breaks if not needed const isNotLunchBreak = true; // Always allow Start automating in under 15 minutes! 🎉 Made with ❤️ for the engineering community. Star this repo if it saves you time!

LeadBot Autopilot — Chat-to-Lead for Salesforce Description — How It Works Greets & Guides: Welcomes the visitor and collects info step-by-step — Full Name → Email → Mobile → Product Interest. Validates Inputs: Checks email/phone formats; politely re-asks if invalid. De-dupe in Salesforce: Looks up by email; updates an existing lead if found. Create/Update Lead: Writes to Salesforce, including ProductInterest__c. Notify Instantly: Sends a Slack alert to your team and a personalized email to the prospect. Close the Loop: Confirms submission and ends the chat. Description — Set Up Steps (≈45–75 mins) Connect Credentials (20–30 mins):** Salesforce OAuth, OpenAI, Slack, SMTP. Tune the Prompt (5–10 mins):** Greeting, field order, product options. Map Fields (10–15 mins):** Name split, email/phone, ProductInterest__c. Smoke Test (10–15 mins):** Run a full chat; verify de-dupe, Slack + email. Go Live (5–10 mins):** Expose the webhook/chat entry point on your site.