Workflow Templates

How It Works This workflow automates patient care coordination in healthcare settings by intelligently processing patient information and scheduling follow-up communications through multiple channels. Designed for healthcare administrators, clinic coordinators, and medical practice managers, it solves the critical problem of manual patient follow-up management and inconsistent communication across care teams. The system receives patient intake data, uses AI-powered agents to analyze care requirements and determine appropriate notification timing, then automatically dispatches personalized messages via email and SMS. The workflow leverages OpenAI's advanced models for care coordination logic and notification content generation, ensuring contextually appropriate and timely patient communications while maintaining conversation history for continuity of care. Setup Steps Configure OpenAI credentials with API key for AI model access Set up EHR System Tool node with your electronic health records integration endpoint Configure Scheduling System Tool with your appointment management system API Connect Gmail account for email notifications with OAuth authentication Add Twilio credentials for SMS delivery with account SID and auth token Customize Care Coordination Agent Tool parameters for your clinical protocols Prerequisites Active OpenAI API account with credits, connected email service (Gmail recommended) Use Cases Post-appointment follow-up reminders, medication adherence check-ins, preventive care scheduling Customization Modify AI prompts in agent tools to match your clinical workflows, adjust notification timing logic Benefits Reduces administrative workload by 70%, ensures consistent patient follow-up

Automate your lead qualification process with AI-driven scoring! This workflow captures website form submissions, automatically scores leads using AI based on custom criteria, stores data in Google Sheets, sends instant notifications to your sales team via Telegram, and delivers personalized auto-reply emails to prospects. Who's it for Sales and marketing teams managing inbound leads Agencies handling client inquiries SaaS companies qualifying trial signups B2B businesses prioritizing lead follow-up Service providers automating client onboarding How it works Webhook receives form submission from your website Extracts all form fields (name, email, company, etc.) AI analyzes submission and assigns priority score (⚪️🟢🔵🟣🔴) Combines form data with AI score Saves complete lead data to Google Sheets Sends instant notification to sales team via Telegram Delivers personalized auto-reply email to prospect

Overview Intelligent email-to-WhatsApp automation that monitors Gmail and Outlook accounts, uses Google Gemini AI to filter important emails, and forwards them to WhatsApp via Evolution API. Key Features Multi-account support (Gmail + 2 Outlook accounts) AI-powered email classification with Google Gemini Automatic Arabic translation for foreign emails Approved sender whitelist Security email prioritization (2FA, activations, passwords) Spam and promotion filtering Automatic mark-as-read Link extraction from emails Setup Requirements Services Needed: n8n instance Gmail account with API access Microsoft Outlook account(s) Google Gemini API key (free tier available) Evolution API (self-hosted WhatsApp API) Credentials to Add: Gmail OAuth2 Microsoft Outlook OAuth2 Google Gemini API Evolution API Configuration Steps Import workflow Add all credentials in n8n Update WhatsApp numbers in all "Send" nodes (format: number@s.whatsapp.net) Replace "YourInstanceName" with your Evolution API instance Customize approved sender emails in AI Agent system prompts Test and activate How It Works Workflow monitors emails every minute, parses content with JavaScript, classifies importance with Google Gemini AI, extracts links, translates non-Arabic content, and sends formatted messages to WhatsApp. Use Cases Perfect for professionals needing instant mobile notifications for critical emails while filtering spam and promotions.

How it works This workflow identifies HubSpot deals that have gone untouched for 21+ days and automatically updates their status to Closed Lost. It fetches associated contacts, retrieves their details, and sends personalized follow-up emails requesting feedback. Finally, it notifies your team via Slack about the deals moved to Closed Lost. The workflow runs on a scheduled interval, ensuring consistent lead management without manual intervention. Step-by-step 1. Trigger the workflow Schedule Trigger** – Runs the workflow at a defined interval (daily, weekly, etc.). Get HubSpot Deals** – Retrieves all deals with key properties from HubSpot. Extract Deal Fields** – Normalizes deal data for consistent processing. 2. Identify and update cold deals Filter Cold Leads (21+ days)** – Keeps only deals not updated in the past 21 days. Update Deal to Closed Lost** – Marks stale deals as Closed Lost in HubSpot. 3. Map deals to contacts Fetch Deal Associations** – Retrieves contacts linked to filtered deals. Extract Contact IDs** – Parses associations to get contactId, dealId, and dealName. Get Contact Details** – Fetches enriched contact information. Extract Contact Email** – Simplifies data, keeping only the email field. 4. Follow-up & team notification Send Gmail Feedback Request** – Sends a personalized thank-you email requesting feedback. Send Slack Notification** – Alerts the team about deals updated to Closed Lost. Why use this? Ensures timely closure of stale HubSpot deals, keeping your pipeline clean. Automates follow-up emails to gather valuable feedback from disengaged leads. Reduces manual effort in deal management and contact outreach. Keeps your team informed in real-time with Slack notifications. Improves sales process efficiency and lead data hygiene.

Email Automation Workflow Template This n8n template demonstrates how to automate email classification, labeling, draft generation, and logging using Gmail, OpenAI, and Google Sheets. Use cases include customer support management, sales inquiry handling, and keeping track of incoming emails efficiently in a structured way. Good to know Gmail OAuth2 credentials are required for sending, labeling, and drafting emails. OpenAI credentials are needed for generating draft responses. Google Sheets must have Logs and Errors sheets with the correct columns (Original Email, Decision, Output Email for Logs; Node with Error, Error Message, Time, Execution ID, Workflow ID for Errors). The workflow is designed to handle multiple emails simultaneously and continues even if a node fails. How it works The workflow is triggered by new emails in Gmail. Emails are classified into categories: Support, Sales, Complaints, Information, or Other. Based on the classification: Support and Sales emails → Draft response generated with OpenAI and labeled in Gmail. Complaints, Information, and Other → Emails labeled accordingly. All processed emails and generated outputs are logged in Google Sheets (Logs). Any workflow errors are captured in the Errors sheet for debugging. How to use Test with a sample email to confirm classification, draft generation, labeling, and logging work correctly. Update Google Sheets nodes with your document ID and sheet names. Requirements Gmail account with OAuth2 credentials OpenAI account for draft generation Google Sheets account for logging Customizing this workflow Add new email categories or refine existing ones. Adjust draft responses or templates for Support/Sales. Integrate with other apps or systems for more advanced automation (e.g., CRM updates, notifications).

This is a fully working n8n workflow that sends prescriptions to patients via email and WhatsApp when a doctor enters prescription data into a Google Sheet. 📋 Google Sheets Structure Main Sheet: Required columns: prescription_id (unique ID) patient_name patient_email patient_phone doctor_name prescription_date prescription_details dosage_instructions followup_date (optional) prescription_status (set to "new" for new prescriptions) Log Sheet: This will be auto-created with columns for tracking sent notifications. 🔧 Required Credentials Setup Google Sheets OAuth2 API: Connect your Google account SMTP Credentials: For email sending (Gmail, Outlook, etc.) WhatsApp API: Meta Business WhatsApp API credentials ⚙️ Configuration Steps Replace YOUR_GOOGLE_SHEET_ID with your actual Google Sheet ID Replace YOUR_WHATSAPP_PHONE_NUMBER_ID with your WhatsApp Business phone number ID Update the email sender address in the "Send Email" node Set up your credentials in n8n 🌟 Features Included Automated Trigger**: Monitors Google Sheet for new prescriptions Smart Filtering**: Only processes prescriptions with status "new" Rich Email Format**: Professional HTML email with prescription details WhatsApp Integration**: Sends formatted prescription text Comprehensive Logging**: Tracks all sent notifications Status Updates**: Marks prescriptions as "sent" after processing Error Handling**: Logs success/failure status for both channels 📱 Sample Data Format Add rows to your sheet like this: prescription_id: RX001 patient_name: John Doe patient_email: john@email.com patient_phone: +1234567890 doctor_name: Dr. Smith prescription_date: 2025-01-15 prescription_details: Amoxicillin 500mg capsules dosage_instructions: Take 1 capsule 3 times daily with food followup_date: 2025-01-22 prescription_status: new

How It Works A webhook or timer triggers the workflow to automatically fetch inventory data from multiple platforms. Stock levels are compared across stores to identify discrepancies, and any inconsistencies are updated on the respective platforms in real time. All changes and updates are recorded in Google Sheets for easy tracking, and email alerts are sent to notify relevant team members of any exceptions or issues that require attention. This ensures inventory accuracy and timely response to stock mismatches. Setup Steps Add Shopify and/or WooCommerce API credentials to enable secure data access. Connect Google Sheets for comprehensive logging of all inventory updates and Gmail for sending timely email alerts. Configure the sync frequency within the Function nodes to control how often inventory data is fetched, compared, and updated. Prerequisites Shopify/WooCommerce API keys Google Sheets access Gmail credentials n8n instance Customization Add ERPNext or custom APIs Enable Slack notifications AI discrepancy detection Benefits Real-time inventory accuracy Automated cross-platform updates Centralized audit logging

This n8n workflow automates the monitoring of warehouse inventory and sales velocity to predict demand, generate purchase orders automatically, send them to suppliers, and record all transactions in ERP and database systems. It uses AI-driven forecasting to ensure timely restocking while maintaining operational efficiency and minimizing stockouts or overstocking. Key Features Automated Scheduling:** Periodically checks inventory and sales data at defined intervals. Real-Time Data Fetching:** Retrieves live warehouse stock levels and sales trends. AI Demand Forecasting:** Uses OpenAI GPT to predict future demand based on sales velocity and stock trends. Auto-Purchase Orders:** Automatically generates and sends purchase orders to suppliers. ERP Integration:** Logs completed purchase orders into ERP systems like SAP, Oracle, or Netsuite. Database Logging:** Saves purchase order details and forecast confidence data into SQL databases (PostgreSQL/MySQL). Email Notifications:** Notifies relevant teams upon successful order creation and logging. Modular Configuration:** Each node includes configuration notes and credentials setup instructions. Workflow Process Schedule Trigger Runs every 6 hours to monitor stock and sales data. Interval can be adjusted for higher or lower frequency checks. Fetch Current Inventory Data Retrieves live inventory levels from the warehouse API endpoint. Requires API credentials and optional GET/POST method setup. Fetch Sales Velocity Pulls recent sales data for forecasting analysis. Used later for AI-based trend prediction. Merge Inventory & Sales Data Combines inventory and sales datasets into a unified JSON structure. Prepares data for AI model input. AI Demand Forecasting Sends merged data to OpenAI GPT for demand prediction. Returns demand score, reorder need, and confidence levels. Parse AI Response Extracts and structures forecast results. Combines AI data with original inventory dataset. Filter: Reorder Needed Identifies items flagged for reorder based on AI output. Passes only reorder-required products to next steps. Create Purchase Order Automatically creates a PO document with item details, quantity, and supplier information. Calculates total cost and applies forecast-based reorder logic. Send PO to Supplier Sends the generated purchase order to supplier API endpoints. Includes response validation for order success/failure. Log to ERP System Records confirmed purchase orders into ERP platforms (SAP, Oracle, Netsuite). Includes timestamps and forecast metrics. Save to Database Stores all PO data, supplier responses, and AI forecast metrics into PostgreSQL/MySQL tables. Useful for long-term audit and analytics. Send Notification Email Sends summary emails upon PO creation and logging. Includes PO ID, supplier, cost, and demand reasoning. Setup Instructions Schedule Trigger:** Adjust to your preferred interval (e.g., every 6 hours or once daily). API Configuration:** Provide credentials in Inventory, Sales, and Supplier nodes. Use Authorization headers or API keys as per your system. AI Node (OpenAI):** Add your OpenAI API key in the credentials section. Modify the prompt if you wish to include additional forecasting parameters. ERP Integration:** Replace placeholder URLs with your ERP system endpoints. Match fields like purchase order number, date, and cost. Database Connection:** Configure credentials for PostgreSQL/MySQL in the Save to Database node. Ensure tables (purchase_orders) are created as per schema provided in sticky notes. Email Notifications:** Set up SMTP credentials (e.g., Gmail, Outlook, or custom mail server). Add recipients under workflow notification settings. Industries That Benefit This automation is highly beneficial for: Retail & E-commerce:** Predicts product demand and auto-orders from suppliers. Manufacturing:** Ensures raw materials are restocked based on production cycles. Pharmaceuticals:** Maintains optimum inventory for high-demand medicines. FMCG & Supply Chain:** Balances fast-moving goods availability with minimal overstocking. Automotive & Electronics:** Prevents delays due to missing components. Prerequisites API access to inventory, sales, supplier, and ERP systems. Valid OpenAI API key for demand forecasting. SQL database (PostgreSQL/MySQL) for record storage. SMTP or mail server credentials for email notifications. n8n environment with required nodes installed (HTTP, AI, Filter, Email, Database). Modification Options Change forecast logic or thresholds for different industries. Integrate Slack/Teams for live notifications. Add approval workflow before sending POs. Extend AI prompt for seasonality or promotional trends. Add dashboard visualization using Grafana or Google Sheets. Explore More AI Workflows: Get in touch with us to build industry-grade n8n automations with predictive intelligence.

Streamline your recruitment process with AI-powered resume analysis that goes beyond keyword matching. Overview This workflow revolutionizes hiring by using specialized AI agents to intelligently analyze resumes for different positions. Unlike traditional ATS systems that rely on keyword matching, this solution provides deep, contextual analysis of candidate qualifications and automatically manages the entire screening process from application to response. How it works Application Submission - Candidates complete a form with personal details, select their desired position (ICT, Customer Care, Accounting, or HR), and upload their resume Secure Storage - Resumes are automatically saved to Google Drive for permanent record-keeping Intelligent Routing - A switch node classifies applications by position and routes them to specialized AI agents AI Analysis - Position-specific agents (each with customized prompts and guardrails) extract text from PDFs and rate candidates on a 1-10 scale with detailed commentary CRM Integration - All data (timestamp, candidate info, position, score, AI comments, resume link) flows into Google Sheets for easy tracking Automated Response - A secondary workflow sends interview invitations to high-scoring candidates (7-10) and professional rejection emails to others (below 7) Key Benefits ✅ Contextual Analysis - AI understands skills and experience, not just keywords ✅ Faster Hiring - Close applications once you have enough qualified candidates ✅ No Expertise Required - HR teams don't need technical knowledge in every field ✅ Fully Automated - From submission to interview invitation without manual intervention ✅ Customizable - Adjust AI prompts and scoring criteria for each position ✅ Transparent - All AI reasoning is logged for review Set up steps Time to set up: ~30-45 minutes Prerequisites: n8n instance (cloud or self-hosted) Google Drive account Google Sheets account AI provider credentials (OpenAI, Anthropic, or compatible API) Email service (Gmail, SMTP, or other n8n-supported service) Quick Setup: Import the workflow into your n8n instance Connect your Google Drive and Google Sheets accounts Configure your AI provider credentials in the agent nodes Customize AI prompts for each position in the respective agent nodes (detailed instructions in sticky notes) Set up your email service credentials Customize email templates for invitations and rejections Test with sample resumes for each position Deploy your application form and share the link Detailed configuration instructions are included in sticky notes within the workflow. Use Cases Startups scaling their team quickly HR departments handling high application volumes Agencies managing recruitment for multiple clients Companies hiring for specialized technical roles Customization Options Adjust scoring thresholds for each position Modify AI evaluation criteria via prompts Add additional positions with dedicated agents Integrate with your existing HRIS or ATS Add SMS notifications for candidates Note: This workflow includes two separate flows - the main screening workflow and an automated response workflow. Both are included in the download.

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

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Stay ahead of market changes with this Automated Price Intelligence System! This workflow monitors e-commerce product prices 3x daily using advanced web scraping and AI analysis, tracking price changes, comparing against strategic thresholds, and sending intelligent alerts for competitive pricing opportunities. Perfect for e-commerce teams, retailers, and pricing strategists maintaining market competitiveness. What This Template Does Triggers 3x daily (9 AM, 3 PM, 9 PM) for continuous price monitoring. Configures global settings for products, thresholds, and alert recipients. Parses product targets and maps price thresholds by category (premium/default/budget). Uses Decodo scraper to extract real-time pricing data from e-commerce sites. Analyzes product pages with AI to extract structured price information. Logs all price data to Google Sheets for historical tracking and trend analysis. Evaluates prices against thresholds with AI-powered strategic recommendations. Classifies alerts as CRITICAL or STANDARD based on price drop severity. Sends targeted email alerts with strategic action recommendations. Key Benefits Continuous price monitoring across multiple e-commerce platforms AI-powered strategic recommendations for pricing decisions Historical price tracking for trend analysis and forecasting Multi-tier alert system for critical vs. standard price changes Automated competitive intelligence without manual monitoring Configurable thresholds for different product categories Features Triple-daily scheduling for comprehensive market coverage Multi-product monitoring with individual threshold configuration AI-powered price extraction and data structuring Real-time web scraping with Decodo integration Strategic alert classification (CRITICAL/STANDARD) Automated email notifications with actionable insights Google Sheets integration for data centralization Batch processing for efficient multi-product handling Quality assurance with auto-fixing output parsing Requirements Decodo API credentials for web scraping OpenAI API credentials for AI analysis Google Sheets OAuth2 credentials with edit access Gmail OAuth2 credentials for email alerts Environment variables for configuration settings Product URLs with internal tracking IDs Target Audience E-commerce and retail pricing teams Competitive intelligence analysts Pricing strategy and revenue optimization teams E-commerce marketing and sales teams Retail operations and category managers Digital agency e-commerce specialists Step-by-Step Setup Instructions Connect Decodo API credentials for reliable web scraping Set up OpenAI credentials for AI price analysis and strategy recommendations Configure Google Sheets for price history tracking and logging Add Gmail credentials for critical and standard alert notifications Define your product URLs with internal IDs and threshold types Set price thresholds for premium, default, and budget categories Configure alert recipients for different notification levels Test with sample product URLs to verify data extraction and alerting Activate for automated triple-daily price intelligence monitoring Pro Tip: Use coupon code "YARON" to get 23K requests for testing the workflow using the Decodo scraping platform This workflow ensures you never miss a pricing opportunity with automated monitoring, intelligent analysis, and strategic alerting!

This n8n template automatically processes inbound form leads, researches their company via their website, and uses AI to write and send a highly personalized "speed to lead" email instantly. It also tracks subsequent appointment bookings to keep your CRM up to date. Use cases are focused on high velocity sales: Perfect for agency owners, founders, and sales teams who need to respond to new leads in seconds while maintaining a high quality, personal touch. Good to know At the time of writing, this template is optimized for GPT-4o to ensure the highest quality personalization. This template was originally designed using a Lovable form, but it works with any form builder (Typeform, Webflow, WordPress) that can send data via a webhook. How it works The workflow starts when a new lead submits your contact form via the Webhook node. It immediately checks your Airtable CRM to ensure the lead is new and not a duplicate. The system scrapes the provided website URL and uses custom code to clean the HTML data. AI analyzes the cleaned website data to generate a concise summary of the business. A second AI step uses this summary and the lead's goals to draft and send a personalized email via Gmail. The lead data and website summary are logged into your Airtable base. A parallel flow monitors your inbox for booking confirmations and updates the CRM automatically. How to use Create the necessary Base and Table in Airtable to store your leads. Connect your website form to the Webhook URL in the workflow. Update the OpenAI node prompts with your specific email signature and phone number. Run a test submission to ensure the website scraper is capturing data correctly. Requirements Airtable account OpenAI account (GPT-4o model recommended) Gmail account Customising this workflow You can easily adapt this for different communication channels. Try swapping the Gmail node for a Slack notification to alert your team of high value leads, or connect it to HubSpot instead of Airtable for enterprise CRM management.