by Omer Fayyaz
Transform your Gmail inbox from chaos to clarity with this revolutionary email organization system that uses Google Sheets as your command center for automated email management. This powerful n8n workflow automatically processes, categorizes, and organizes your Gmail inbox using customizable rules stored in Google Sheets. Say goodbye to manual email sorting and hello to a perfectly organized inbox that adapts to your needs through simple spreadsheet management. Key Innovation: Unlike traditional email filters that require complex Gmail setup, this system uses Google Sheets for intuitive rule management, allowing anyone to update email organization rules through a simple spreadsheet interface - no technical knowledge required! What Makes This Different: Google Sheets Integration** - Manage email rules through an easy-to-use spreadsheet interface Smart Pattern Matching** - Automatically detects sender patterns and applies appropriate actions Flexible Rule System** - Support for DELETE, PROMO, and LABEL actions with custom label names Intelligent Email Parsing** - Extracts clean email addresses from various sender formats Automatic Inbox Management** - Removes processed emails from inbox and marks as read Real-time Notifications** - Slack integration for monitoring and completion alerts Key Benefits of Sheet-Based Organization: Easy Rule Management** - Update email rules without touching the workflow code Visual Rule Interface** - See all your email organization rules in one place Scalable Organization** - Add unlimited rules without workflow modifications Team Collaboration** - Share and manage rules with team members through Google Sheets Flexible Actions** - Choose between deleting, promoting, or labeling emails Custom Label Support** - Create and apply custom Gmail labels automatically Who's it for This template is designed for busy professionals, entrepreneurs, small business owners, and anyone overwhelmed by email management. It's perfect for individuals and teams who receive high volumes of emails and need an intelligent, automated system to organize their Gmail inbox without manual intervention. Ideal for users who want to maintain a clean, organized inbox while ensuring important emails are properly categorized and promotional emails are handled appropriately. How it works / What it does This workflow creates an intelligent email organization system that automatically processes and categorizes your Gmail inbox using customizable rules stored in Google Sheets. The system: Triggers automatically on a schedule (configurable interval) to check for new emails Retrieves all unread emails from your Gmail inbox Parses sender email addresses to extract clean email addresses from various formats Loads organization rules from a Google Sheets document with customizable patterns Applies intelligent pattern matching to categorize emails based on sender patterns Executes appropriate actions (DELETE, PROMO, or LABEL) based on matched rules Manages Gmail labels automatically, creating new labels if needed Removes processed emails from inbox and marks them as read Sends completion notifications via Slack for monitoring Key Innovation: Sheet-Based Rule Management - Unlike traditional email filters that require complex setup in Gmail, this system uses Google Sheets for easy rule management, allowing non-technical users to update email organization rules through a simple spreadsheet interface. How to set up 1. Configure Gmail API Credentials Set up Gmail OAuth2 API credentials in n8n Ensure the account has permissions to read, modify, and manage Gmail messages Grant access to Gmail labels and message operations 2. Set up Google Sheets Integration Create a Google Sheets document for email organization rules Set up Google Sheets OAuth2 API credentials in n8n Configure the sheet with the required columns: Pattern, Action, LabelName, RemoveFromInbox 3. Configure Email Organization Rules Add your email organization rules to the Google Sheets document Use the Pattern column to specify sender patterns (e.g., "@company.com", "newsletter@") Set Action to DELETE, PROMO, or LABEL based on desired behavior Specify LabelName for custom labels when Action is LABEL Set RemoveFromInbox to TRUE/FALSE to control inbox removal 4. Set up Slack Notifications (Optional) Configure Slack API credentials for the notification channel Update the channel ID where completion notifications will be sent Customize notification messages as needed 5. Configure Schedule Adjust the Schedule Trigger node for your preferred interval Consider running every few minutes for real-time organization Test with manual execution first to verify setup 6. Test the Integration Run a manual execution to verify all components work correctly Check your Gmail inbox and labels to see organized emails Verify Slack notifications are received (if configured) Requirements n8n instance** (self-hosted or cloud) with API access Gmail account** with API access and sufficient email volume Google Sheets account** for rule management Slack workspace** for notifications (optional but recommended) Gmail labels** that need to be created and managed automatically How to customize the workflow Modify Email Processing Frequency Adjust the Schedule Trigger node for different intervals (every few minutes, hourly, daily) Add multiple schedule triggers for different email types Implement conditional scheduling based on email volume Enhance Rule Management Add more complex pattern matching (regex support, multiple conditions) Implement rule priorities and conflict resolution Add rule validation and error handling Expand Notification System Add email notifications for organization events Integrate with monitoring systems (PagerDuty, OpsGenie) Add detailed reporting on email organization statistics Advanced Email Processing Add support for email content analysis and categorization Implement sentiment analysis for email prioritization Add support for attachment handling and organization Security and Privacy Enhancements Implement email content encryption for sensitive information Add audit logging for email organization actions Set up access controls for rule management Performance Optimizations Add batch processing for high-volume email accounts Implement intelligent caching for frequently accessed rules Add email processing metrics and performance monitoring Key Features Google Sheets Integration** - Manage email rules through an intuitive spreadsheet interface Smart Pattern Matching** - Automatically detects sender patterns and applies appropriate actions Flexible Action System** - Support for DELETE, PROMO, and LABEL actions with custom configurations Intelligent Email Parsing** - Extracts clean email addresses from various sender formats Automatic Gmail Management** - Creates labels, removes from inbox, and marks as read automatically Real-time Notifications** - Slack integration for monitoring and completion alerts Scalable Rule System** - Add unlimited rules without workflow modifications Error Handling** - Graceful failure handling with detailed error reporting Technical Architecture Highlights Google Sheets Integration Dynamic Rule Loading** - Rules are loaded from Google Sheets on each execution Real-time Rule Updates** - Changes to the sheet are immediately reflected in email processing Flexible Rule Format** - Support for Pattern, Action, LabelName, and RemoveFromInbox columns Error Handling** - Graceful handling of missing or invalid rule configurations Email Processing Optimization Intelligent Email Parsing** - Extracts clean email addresses from various sender formats Pattern Matching** - Efficient substring matching for sender identification Batch Processing** - Processes multiple emails in a single execution cycle Gmail API Integration** - Direct integration with Gmail for label management and inbox operations Workflow Efficiency Parallel Data Loading** - Gmail messages and labels are loaded simultaneously Smart Rule Application** - Efficient pattern matching and action execution Automatic Label Management** - Creates and manages Gmail labels automatically Streamlined Notifications** - Single completion notification per execution cycle Use Cases Busy professionals** with high email volumes needing automated organization Small business owners** managing multiple email streams and client communications Entrepreneurs** handling various business emails requiring different priority levels Teams** needing consistent email organization across multiple team members Customer service** departments requiring automated email categorization Sales teams** needing lead and prospect email organization Business Value Time Savings** - Eliminates manual email sorting and organization tasks Improved Productivity** - Focus on important emails without inbox clutter Consistent Organization** - Automated email categorization ensures nothing is missed Reduced Stress** - Clean, organized inbox reduces email overwhelm Team Efficiency** - Standardized email organization across team members Scalable Solution** - Handles increasing email volume without performance degradation Google Sheets Rule Configuration Required Columns: Pattern** - Substring to match in sender email (e.g., "@company.com", "newsletter@") Action** - Action to take: DELETE, PROMO, or LABEL LabelName** - Custom label name (only required when Action = LABEL) RemoveFromInbox** - TRUE/FALSE to control inbox removal (optional) Example Rules: Pattern: @newsletter.com Action: PROMO LabelName: RemoveFromInbox: TRUE Pattern: @client.com Action: LABEL LabelName: Clients RemoveFromInbox: FALSE Pattern: spam@ Action: DELETE LabelName: RemoveFromInbox: TRUE This template revolutionizes email management by providing an intuitive, spreadsheet-based approach to email organization that grows with your needs while maintaining the highest levels of automation and reliability.
by Rahul Joshi
Description Automate daily KPI tracking and reporting by integrating ClickUp tasks and Google Sheets lead data into a unified dashboard. This workflow computes performance metrics, analyzes sentiment, and delivers visualized reports to Slack and Gmail for instant team insights. ๐๐ฌ๐ง What This Template Does Triggers automatically every day using a cron scheduler. โฐ Fetches project task data from ClickUp, including status, priority, and assignee metrics. Retrieves lead generation data and responses from Google Sheets. Merges both data sources to create a unified performance dataset. Computes detailed KPI metrics (task completion, overdue %, sentiment analysis, response trends). Formats data for reporting and visualization. Posts a concise KPI summary snapshot to a designated Slack channel. Sends a professionally formatted HTML report via Gmail. Notifies your Slack channel instantly in case of any workflow errors. Key Benefits โ Eliminates manual KPI tracking and reporting. โ Combines ClickUp and Google Sheets data into one view. โ Provides real-time insights for decision-making. โ Automates daily updates for consistent visibility. โ Delivers both quick Slack summaries and detailed email reports. โ Built-in error alerting ensures uninterrupted automation. Features Scheduled daily cron trigger for automated execution. OAuth2-secured integrations with ClickUp, Google Sheets, Slack, and Gmail. Parallel data fetching for faster performance. Smart KPI calculations with sentiment and trend analysis. Custom HTML email template with visual charts and highlights. Slack snapshot notifications for instant updates. Error-handling mechanism with Slack alerts. Requirements ClickUp account with OAuth2 credentials. Google Sheets access with OAuth2 credentials. Slack API credentials with chat:write permission. Gmail OAuth2 credentials for report delivery. Target Audience Project managers tracking performance KPIs. Operations teams needing daily performance visibility. Marketing and sales teams monitoring task and lead metrics. Automation and analytics engineers building executive dashboards. Step-by-Step Setup Instructions Connect your ClickUp, Google Sheets, Slack, and Gmail accounts. ๐ Replace placeholder IDs (Sheet ID, Channel ID, Email) with your actual values. Adjust the cron trigger time as per your timezone. Test with sample data to confirm correct KPI calculations. Enable workflow to start daily automated execution. ๐
by Jitesh Dugar
Transform invoice creation from 30 minutes to 30 seconds - automatically generate professional PDF invoices with tax calculations, payment tracking, and instant delivery via email while archiving to Google Drive and notifying your team based on payment status. What This Workflow Does Revolutionizes invoice management with automated generation, intelligent payment tracking, and multi-channel delivery: Webhook-Triggered Generation** - Instantly creates invoices from payment gateways, CRM updates, or manual triggers Smart Data Validation** - Verifies required fields, validates email formats, and prevents incomplete invoices Automatic Invoice Numbering** - Generates unique sequential invoice numbers with year-month-random format (INV-202411-5847) Dynamic Tax Calculations** - Automatically computes taxes at configurable rates (GST, VAT, Sales Tax) with support for multiple tax jurisdictions Multi-Currency Support** - Handles USD, EUR, INR, GBP with proper currency symbols and formatting Due Date Management** - Auto-calculates payment due dates based on configurable terms (net-30, net-60, or custom) Payment Status Tracking** - Routes workflows differently for paid, unpaid, or partially paid invoices Professional HTML Design** - Creates beautifully branded invoices with modern typography and responsive layouts PDF Conversion** - Transforms HTML into print-ready, professional-quality PDF documents Automated Email Delivery** - Sends branded emails to customers with PDF attachments and payment instructions Google Drive Archival** - Automatically saves invoices to organized folders with searchable filenames Smart Team Notifications** - Different Slack alerts for paid vs unpaid invoices with embedded payment details Bank Details Integration** - Includes account numbers, routing numbers, SWIFT codes for easy payment Payment Link Support** - Embeds online payment links (Stripe, PayPal, Razorpay) for one-click payment Discount Handling** - Applies promotional or volume discounts with automatic recalculation Custom Notes & Terms** - Includes personalized thank-you messages and payment terms on every invoice Key Features Comprehensive Data Validation**: Prevents invoice errors by checking customer information, line item details, payment status validity, and email format before generation Intelligent Line Item Calculations**: Automatically multiplies quantity by rate for each item, sums subtotals, applies discounts, calculates taxes, and computes final totals Payment Status Color Coding**: Visual indicators show PAID (green), UNPAID (red), or PARTIALLY PAID (orange) status badges on invoices for instant recognition Flexible Tax Configuration**: Default 18% tax rate with easy customization for GST, VAT, or sales tax across different regions and tax jurisdictions Automatic Date Management**: Sets invoice date to today and calculates due dates based on configurable payment terms (default 30 days) Customer Information Cards**: Organized presentation of billing information including company name, address, contact details in professional card layout Itemized Pricing Tables**: Clean, professional tables showing description, quantity, rate, and amount for each line item with alternating row colors Payment Information Section**: Highlighted section with bank details, tax IDs, GST numbers, and online payment links for easy customer reference Conditional Workflow Routing**: Different automation paths for paid invoices (celebration notifications) vs unpaid invoices (payment reminders and follow-ups) Professional Email Templates**: Pre-written customer emails with invoice summary, payment instructions, and company contact information Searchable File Names**: Generates descriptive PDF names like "Invoice_INV-202411-5847_John_Doe.pdf" for easy retrieval and organization Print-Optimized PDFs**: A4 format with proper margins and preserved colors for professional printing and digital viewing Perfect For Freelancers & Consultants** - Bill clients immediately after project milestones, consultations, or deliverables completion SaaS Companies** - Generate monthly or annual subscription invoices automatically when billing cycles complete E-commerce Stores** - Create invoices for B2B orders, wholesale purchases, or custom enterprise deals Service Providers** - Bill hourly work weekly or bi-weekly with itemized time tracking and rate calculations Marketing Agencies** - Invoice retainer clients on the 1st of each month with recurring service breakdowns Accounting Firms** - Issue invoices for tax preparation, bookkeeping, and financial consulting services Web Development Agencies** - Bill clients for development sprints, hosting fees, and maintenance contracts Coaching & Training Businesses** - Invoice for coaching sessions, workshop fees, and training programs Healthcare Practices** - Generate patient invoices for services rendered with insurance and payment tracking Legal Firms** - Bill clients for legal consultations, document preparation, and case management Creative Studios** - Invoice for design work, photography sessions, video production, and creative services Construction Contractors** - Bill for completed project phases with material and labor itemization IT Support Companies** - Generate invoices for managed services, support tickets, and equipment sales Event Management** - Invoice clients for event planning, coordination, and vendor management fees What You Will Need Required Integrations HTML to PDF API - PDF conversion service (API key required) - supports HTML/CSS to PDF API, PDFShift, or similar providers (approximately 1-5 cents per invoice) Gmail or SMTP - Email delivery service for sending invoices to customers (OAuth2 or SMTP credentials) Google Drive - Cloud storage for invoice archival and sharing (OAuth2 credentials required) Optional Integrations Slack Webhook** - Team notifications for paid and unpaid invoices (free incoming webhook) Payment Gateway Integration** - Stripe, PayPal, Razorpay webhooks for automatic invoice generation on payment received Accounting Software** - QuickBooks, Xero, FreshBooks integration for automatic invoice sync and bookkeeping CRM Integration** - HubSpot, Pipedrive, Zoho CRM for customer data enrichment and invoice tracking Calendar Integration** - Schedule payment reminders and follow-ups for overdue invoices SMS Notifications** - Twilio integration for payment due date reminders via text message Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure PDF Service - Add HTML to PDF API credentials in the "HTML to PDF" node Setup Gmail - Connect Gmail OAuth2 credentials in "Send a message" node and update sender email address Connect Google Drive - Add Google Drive OAuth2 credentials and set your preferred folder ID for invoice storage Customize Company Info - Edit "Enrich with Company Data" node to add your company name, address, email, phone, website, logo URL, bank details, and tax registration numbers Update Email Template - Modify email message in Gmail node with your company branding and messaging Configure Slack - (Optional) Add your Slack incoming webhook URLs in both "Notify Team" nodes Test Webhook - Use the production or test webhook URL to submit sample invoice data Verify Output - Check that PDF generates correctly, email sends successfully, and file saves to Google Drive Integrate Payment Gateway - Connect Stripe, PayPal, or other payment webhooks to trigger invoice generation automatically Customization Options Multiple Tax Rates** - Configure different tax rates for different products, services, or customer locations Early Payment Discounts** - Add automatic discount calculation for payments received before due date Late Payment Fees** - Calculate and add penalty fees for overdue invoices Recurring Invoice Automation** - Schedule monthly or annual invoice generation for subscription customers Multi-Language Support** - Translate invoice templates for international clients (Spanish, French, German, Hindi, Chinese) Custom Branding Themes** - Create different invoice designs for different business units or service lines Partial Payment Tracking** - Track multiple partial payments against single invoice with running balance Credit Note Generation** - Create credit notes for refunds or overpayments Purchase Order Matching** - Link invoices to customer PO numbers for enterprise clients Client Portal Integration** - Generate unique links for clients to view and pay invoices online Automated Payment Reminders** - Send reminder emails 7 days before due date, on due date, and for overdue invoices Batch Invoice Generation** - Create multiple invoices simultaneously for monthly billing cycles Invoice Templates by Service Type** - Different layouts for product sales, consulting services, retainer agreements Payment Plan Support** - Split large invoices into installment payments with separate due dates Multi-Signature Authorization** - Add approval workflow for invoices above certain threshold Expected Results 95% time savings** - Reduce invoice creation from 30 minutes to 30 seconds per invoice 100% accuracy** - Eliminate calculation errors and missing information through validation Zero filing time** - Automatic Google Drive organization with searchable filenames 50% faster payment collection** - Professional invoices with payment links increase on-time payments Instant team alignment** - Real-time Slack notifications keep accounting and sales synchronized Better cash flow** - Faster invoice delivery means faster payment receipt Reduced administrative costs** - Save 20+ hours monthly on invoice preparation and filing Professional brand image** - Consistent, beautifully designed invoices elevate business credibility Improved customer experience** - Customers receive clear, detailed invoices with easy payment options Scalable process** - Handle 10x invoice volume without hiring additional staff Use Cases Freelance Designer Example Designer completes client project on Friday afternoon. Manually creating invoice in Word takes 25 minutes including calculation checks, formatting fixes, and finding bank details. Client expects invoice same day to process Monday payment. Solution: Designer clicks "Invoice Now" button in project management tool which triggers webhook. Workflow validates project details, generates branded invoice with itemized design services, converts to PDF, emails to client, and saves to Drive. Designer receives Slack notification confirming invoice sent. Result: Invoice delivered in 45 seconds instead of 25 minutes. Client receives professional invoice within 2 minutes of project completion. Designer saves 24 minutes and impresses client with speed. Payment received Monday morning. Over 50 projects annually, saves 20+ hours and increases cash flow by receiving payments 2-3 days faster. Annual impact: $3,500 in saved time plus faster payment collection. SaaS Startup Example SaaS company with 250 subscription customers needs monthly invoices. Finance manager manually creates invoices in spreadsheet, exports to PDF, and emails individually. Process takes 2 full days monthly causing invoice delivery delays. Solution: Connects workflow to Stripe subscription billing. When subscription renews, Stripe webhook triggers invoice generation. Customer name, email, subscription tier, and amount flow automatically. Invoice generates with payment link back to Stripe customer portal. Result: All 250 invoices delivered automatically on billing date. Zero manual work required. Customers receive invoices instantly with one-click payment links. Subscription payment collection improves from 85% to 96% in first week. Finance manager reallocates 2 days monthly to strategic analysis. Annual impact: saves 192 hours ($9,600 value) plus $18,000 additional revenue from improved collection rates. Marketing Agency Example Agency invoices 35 retainer clients on 1st of month. Account managers manually compile billable hours, adjust for change orders, calculate totals, and send invoices. Inconsistent formatting causes client confusion and payment delays. Solution: Time tracking system triggers webhook on last day of month with billable hours per client. Workflow generates consistent invoices with itemized service breakdown (social media hours, content creation, ad spend, strategy consulting). Each client receives branded invoice with their specific services. Result: All 35 invoices generated and delivered by 8 AM on 1st of month. 100% brand consistency across all invoices. Client questions reduce by 70% due to clear itemization. Payment speed increases - average collection time drops from 38 days to 24 days. Annual impact: saves 30 hours monthly ($18,000 annually) plus $85,000 improved cash flow from faster collections. Web Development Studio Example Studio completes 12-15 client projects monthly. Invoicing delayed until projects 100% complete causes cash flow gaps. Manually creating milestone invoices for larger projects creates accounting burden. Solution: Project management system triggers invoice on milestone completion (50% deposit, 75% progress payment, final 25%). Workflow automatically generates invoice for milestone amount with reference to project scope and completion percentage. Result: Cash flow improves dramatically with milestone billing. Studio receives payments throughout project instead of only at end. Clients appreciate transparency of milestone invoicing. Payment disputes reduce by 85% since expectations clear. Annual impact: improved cash flow worth $145,000 in working capital plus 40 hours monthly saved (20,000 dollar annual value). Healthcare Clinic Example Medical practice sends 200+ patient invoices monthly for services not covered by insurance. Billing staff manually creates invoices in practice management system, exports to PDF, and mails or emails. Process error-prone and time-consuming. Solution: Integrates workflow with electronic health records (EHR). When service marked as patient-pay, webhook triggers invoice generation with CPT codes, service descriptions, and amounts. Invoice includes payment plan options and online payment link. Result: Invoices sent same day as service instead of 5-7 days later. Patients receive clear, itemized invoices with multiple payment options. Online payment adoption increases from 15% to 62%. Collection rate improves from 73% to 89%. Billing staff reallocates time to insurance follow-up and patient support. Annual impact: saves 25 hours monthly ($15,000 annually) plus $78,000 additional collections. Pro Tips Trigger from Payment Gateways** - Connect Stripe, PayPal webhooks to auto-generate invoices when payments received Use Descriptive Line Items** - Detailed descriptions reduce customer questions and payment delays Include Payment Links** - Online payment links increase payment speed by 40-60% Customize Tax Rates by Location** - Configure different tax rates for different customer jurisdictions Set Payment Terms by Customer** - VIP clients get net-45, standard clients net-30, new clients payment due on receipt Add Company Logo** - Branded invoices with logos increase trust and reduce payment friction Schedule Batch Generation** - Run workflow on 1st of month at midnight for all recurring clients Create Invoice Templates** - Different templates for products vs services vs subscription billing Enable Read Receipts** - Track when customers open invoice emails to time follow-ups Automate Payment Reminders** - Send automated reminder 7 days before due date and on due date Archive by Client** - Create separate Google Drive folders per client for easy retrieval Include Project References** - Link invoices to project names, PO numbers, contracts for customer clarity Add Payment Instructions** - Crystal clear instructions reduce "how do I pay?" emails Use Professional Email Copy** - Friendly but professional email tone encourages prompt payment Track Unpaid Invoices** - Use conditional workflow to escalate overdue invoices to collections process Business Impact Metrics Track these key metrics to measure workflow success: Invoice Generation Time** - Measure average seconds from trigger to sent (target: under 60 seconds) Invoice Volume Capacity** - Count monthly invoices generated through automation (expect 5-10x increase in capacity) Calculation Error Rate** - Track invoices with math or tax errors (target: 0%) Time to Delivery** - Monitor minutes from invoice creation to customer inbox (target: under 5 minutes) Team Hours Saved** - Calculate monthly hours reclaimed from invoice automation (typical: 15-40 hours for small teams) Payment Collection Speed** - Compare days to payment before and after automation (expect 20-35% reduction) Payment Collection Rate** - Track percentage of invoices paid within terms (expect 10-15% improvement) Customer Payment Inquiries** - Monitor support tickets about invoice questions (expect 40-60% reduction) Late Payment Rate** - Track invoices paid after due date (expect 25-40% improvement) Cash Flow Impact** - Measure working capital improvement from faster invoicing and collection (typical: 15-25% improvement) Template Compatibility Compatible with n8n version 1.0 and above Works with n8n Cloud and Self-Hosted instances Requires HTML to PDF API service subscription (1-5 cents per invoice) No coding required for basic setup Fully customizable for industry-specific requirements Mobile-friendly PDF output Multi-currency and multi-language ready Supports batch processing and individual triggers Ready to eliminate invoice headaches? Import this template and start sending professional, accurate invoices in seconds instead of minutes - improving your cash flow, delighting customers, and freeing your team to focus on growing the business!
by Growth AI
Who's it for Social media managers, content creators, brand managers, and marketing teams who need to track keyword performance and trending content across TikTok, Instagram, and Reddit for competitive analysis and content inspiration. What it does This workflow automatically monitors trending content across three major social media platforms using specified keywords. It scrapes posts from TikTok, Instagram, and Reddit, calculates engagement scores using platform-specific metrics, ranks content by performance, and generates a comprehensive HTML email report with the top-performing posts across all platforms. How it works The workflow follows a sequential multi-platform scraping process: Reddit Scraping: Searches for keyword-based posts and comments with engagement metrics Instagram Monitoring: Analyzes hashtag-based content with likes and comments data TikTok Analysis: Tracks hashtag performance including views, likes, shares, and comments Score Calculation: Applies platform-specific scoring algorithms based on engagement metrics Unified Ranking: Combines and ranks all content across platforms by engagement score Report Generation: Creates a detailed HTML email report with top performers and analytics Requirements Apify account with API access Gmail account for report delivery Platform-specific scrapers: Reddit Scraper Lite, Instagram Scraper, TikTok Scraper How to set up Step 1: Configure Apify credentials Set up Apify HTTP header authentication in n8n Ensure access to the required scrapers: Reddit: trudax~reddit-scraper-lite Instagram: apify~instagram-scraper TikTok: clockworks~tiktok-scraper Step 2: Customize search parameters Reddit configuration: Search terms: Modify "searches" array with your keywords Content type: Posts and comments (searchComments can be enabled) Sort method: "top" (alternatives: hot, new, relevance) Time period: "month" (alternatives: hour, day, week, year, all) Result limits: maxItems: 50, maxPostCount: 25 Instagram configuration: Hashtag URLs: Update directUrls with target hashtags Results type: "posts" (alternatives: stories, reels) Time filter: "onlyPostsNewerThan": "7 days" Result limit: resultsLimit: 15 TikTok configuration: Hashtags: Update hashtags array with target keywords Results per page: resultsPerPage: 20 Time filter: "oldestPostDateUnified": "7 days" Step 3: Set up email reporting Configure Gmail OAuth2 credentials Update recipient email address in "Send a message" node Customize email subject and styling as needed Step 4: Adjust scoring algorithms Current scoring formulas: Reddit: (upvotes ร 1) + (comments ร 2) Instagram: (likes ร 1) + (comments ร 2) TikTok: (likes ร 1) + (comments ร 2) + (shares ร 3) + (views รท 1000) Modify the code nodes to adjust scoring based on your priorities. How to customize the workflow Keyword and hashtag targeting Multiple keywords: Add arrays of search terms for broader monitoring Brand-specific terms: Include brand names, product names, competitor analysis Seasonal tracking: Adjust keywords based on campaigns or seasonal trends Negative filtering: Exclude irrelevant content with filtering logic Platform-specific customization Reddit enhancements: Subreddit targeting: Focus on specific communities Comment analysis: Enable comment scraping for deeper insights User profiling: Track specific user activity and influence Instagram modifications: Story monitoring: Track story mentions and hashtag usage Influencer tracking: Monitor specific account performance Location-based: Add geo-targeted hashtag monitoring TikTok optimizations: Trend detection: Identify viral sounds and effects Creator analysis: Track trending creators in your niche Challenge monitoring: Follow hashtag challenge performance Scoring and ranking customization Weighted metrics: Adjust multipliers based on platform importance Recency factors: Give bonus points to newer content Quality filters: Exclude low-engagement or spam content Sentiment analysis: Integrate sentiment scoring for brand monitoring Reporting enhancements Multiple recipients: Send reports to different team members Scheduled execution: Add scheduling triggers for automated monitoring Data export: Save results to spreadsheets or databases Alert thresholds: Set up notifications for high-performing content Engagement scoring methodology Platform-specific algorithms Reddit scoring logic: Emphasizes community engagement through upvotes and discussion Comments weighted higher (ร2) as they indicate deeper engagement Filters out low-quality posts and spam content Instagram scoring approach: Balances visual appeal (likes) with engagement depth (comments) Focuses on recent content to capture trending moments Excludes carousel sub-items to avoid duplicate counting TikTok scoring system: Multi-factor algorithm considering all engagement types Views normalized (รท1000) to balance with other metrics Shares heavily weighted (ร3) as they indicate viral potential Level classification Content automatically categorized into performance tiers: High: Score โฅ 10,000 (viral or highly engaging content) Medium: Score โฅ 1,000 (good engagement, worth monitoring) Low: Score < 1,000 (baseline engagement) Results interpretation Comprehensive analytics dashboard The email report includes: Cross-platform leaderboard: Top 15 posts ranked by engagement score Platform breakdown: Performance summary by social network Engagement metrics: Detailed scoring and classification Direct links: Clickable access to original content Author tracking: Creator identification for influencer outreach Actionable insights Content inspiration: Identify high-performing content formats and topics Competitor analysis: Monitor competitor content performance Trend identification: Spot emerging topics before they peak Influencer discovery: Find creators driving engagement in your niche Use cases Brand monitoring and competitive analysis Brand mention tracking: Monitor how your brand performs across platforms Competitor surveillance: Track competitor content and engagement rates Crisis management: Early detection of negative sentiment or issues Market positioning: Understand your brand's social media presence Content strategy optimization Content format analysis: Identify which content types perform best Hashtag research: Discover effective hashtags for your niche Posting timing: Analyze when high-engagement content is published Trend forecasting: Spot emerging trends for proactive content creation Influencer and partnership identification Creator discovery: Find influential voices in your industry Partnership evaluation: Assess potential collaborator engagement rates Campaign performance: Track sponsored content and brand partnerships Community building: Identify active community members and advocates Workflow limitations API rate limiting: Subject to Apify scraper limitations and quotas Platform restrictions: Some content may be private or restricted Real-time delays: 30-second waits between platform scraping prevent rate limiting Manual execution: Currently triggered manually (easily schedulable) Single keyword focus: Current setup optimized for one keyword at a time Platform availability: Dependent on third-party scrapers and their maintenance
by Mohamed Abubakkar
Description This workflow automates the full cycle of fetching, processing, and storing Telr payment gateway reports โ and then notifying your team by email. It runs on a schedule, calls the Telr API twice (once for the raw file, once filtered by date), decompresses and extracts data from an XLS file, transforms it with JavaScript, inserts it into a SQL database, and sends a success email notification. Who it's for Merchants, developers, and finance analysts using the Telr payment gateway who want to automate transaction report collection, transform the raw XLS data, persist it to a database, and receive automated email confirmations โ all without manual intervention. How it works: Schedule Trigger fires the workflow at your defined interval. Telr API fetches the raw transaction report. XML is converted to JSON for processing. Logic for Date calculates the relevant date range. Edit Fields maps and renames fields manually. Telr API with Date refetches with the computed date filter. Compression node decompresses the downloaded file. Extract from File reads the XLS content. Data Formation shapes the records for SQL. Code in JavaScript3 applies custom business logic. Data Insert SQL writes records to your database. Success Condition checks if the insert succeeded. Send Email dispatches a success notification. Setup requirements โข Telr API credentials โ add your Telr store ID and API key as n8n credentials (HTTP Header Auth). โข Database credentials โ configure a MySQL or PostgreSQL credential and update the table name in the SQL node. โข Email credentials โ set up SMTP or Gmail credentials for the Send Email node. โข Schedule โ adjust the cron expression in the Schedule Trigger to match your reporting frequency. โข JavaScript node โ review the Code in JavaScript3 node and adapt any field names or business logic to match your Telr account's XLS format.
by WeblineIndia
Smart Inbox Organizer using Gmail, Groq AI, Google Sheets & Google Tasks This workflow automatically organizes your Gmail inbox using AI. It reads every incoming email, classifies it into Work, Personal, Financial or Newsletter, applies the correct Gmail label, logs the email details into Google Sheets and creates a task for financial emails. Quick Setup Steps Login to your n8n account. Connect Gmail, Google Sheets, Google Tasks and Groq API Create Gmail labels: Work, Personal, Financial, Newsletter Update label IDs in Gmail nodes if needed Set up a Google Sheet with columns: Sender, Subject, Category, Timestamp Test the AI classification output Activate the workflow What It Does The Smart Inbox Organizer workflow automates email management by combining Gmail triggers with AI-powered classification. Every time a new email arrives, the workflow captures its content and standardizes key fields like sender, subject and body. An AI agent then analyzes the email and assigns it to one of four categories: Work, Personal, Financial or Newsletter. Based on this classification, the workflow routes the email to the appropriate action path. It not only applies Gmail labels automatically but also logs structured data into Google Sheets for tracking and analytics. Additionally, financial emails are treated with higher importance by creating a task in Google Tasks for manual review, ensuring nothing critical is missed. Who It's For Professionals managing high email volumes Freelancers and business owners tracking financial emails Teams wanting structured inbox organization Anyone looking to automate Gmail sorting and reduce manual effort Requirements To use this workflow, you will need: n8n account (self-hosted or cloud) Gmail account (with OAuth2 configured) Google Sheets account Google Tasks account Groq API credentials (or any compatible LLM API) Pre-created Gmail labels: Work Personal Financial Newsletter How It Works & Set Up Workflow Overview Trigger: Watch Incoming Emails Polls Gmail every minute for new emails Normalize Email Fields Extracts and standardizes: Sender Subject Body Timestamp Email ID AI Classification Uses Groq AI model to classify email into: Work Personal Financial Newsletter Merge Data Combines original email data with AI output Clean Category Ensures consistent category output Defaults to Personal if AI response is empty Log to Google Sheets Appends email details into a spreadsheet with: Sender Subject Category Timestamp Routing Switch node routes emails based on category Actions per Category Work โ Apply Work Label Personal โ Apply Personal Label Financial โ Apply Finance Label + Create Google Task Newsletter โ Apply Newsletter Label Setup Instructions 1. Connect Credentials Gmail OAuth2 Google Sheets OAuth2 Google Tasks OAuth2 Groq API (or alternative LLM) 2. Configure Gmail Labels Ensure these labels exist in your Gmail: Work Personal Financial Newsletter Update label IDs in nodes according to your Gmail. 3. Configure Google Sheets Use the provided document or create your own Ensure columns: Sender Subject Category Timestamp 4. Configure AI Node Verify prompt structure Ensure output returns only one of: Work / Personal / Financial / Newsletter 5. Activate Workflow Test with sample emails Activate once verified How To Customize Nodes AI Agent Node** Modify prompt to add more categories Adjust classification rules Switch Node** Add new routing conditions for additional categories Gmail Nodes** Change label IDs Add actions like mark as read, star, etc. Google Sheets Node** Add more columns (e.g., email body, priority) LLM Replacement** Replace Groq model with OpenAI, Gemini or any supported LLM Add-ons (Extend Functionality) Slack/Email notifications for important emails Priority scoring using AI Auto-reply to specific categories CRM integration (e.g., store leads from emails) Sentiment analysis for customer emails Daily/weekly email summary reports Use Case Examples Automated Work Inbox Sorting Instantly separates professional emails from personal ones Finance Tracking Logs invoices, bills and transactions automatically Creates tasks for follow-ups Newsletter Management Keeps promotional emails organized and out of main inbox Personal Email Filtering Ensures personal messages are easily accessible Email Analytics Dashboard Use Google Sheets data to analyze email trends > There can be many more use cases depending on how you extend this workflow. Troubleshooting Guide | Issue | Possible Cause | Solution | |------|--------------|---------| | Emails not triggering workflow | Gmail trigger not active | Activate workflow and check credentials | | Labels not applied | Incorrect label IDs | Verify and update Gmail label IDs | | Wrong classification | AI prompt ambiguity | Refine prompt or add examples | | No data in Google Sheets | Incorrect sheet configuration | Check document ID and sheet name | | Tasks not created | Incorrect Google Tasks setup | Verify task list ID and credentials | | Empty category value | AI output issue | Fallback defaults to "Personal" | | Workflow errors | Credential issues | Reconnect all APIs | Need Help? If you need assistance with: Setting up this workflow Customizing nodes and logic Adding advanced AI features Integrating with your business tools Reach out to our n8n automation developers at WeblineIndia for expert support. We specialize in building scalable automation workflows tailored to your business needs. Whether you want to extend this solution or create something entirely new, our n8n team is ready to help.
by Avkash Kakdiya
How it works This workflow captures incoming leads from Gmail, validates and stores them in Supabase, then uses AI to score and classify each lead. Based on the classification, leads are automatically routed to the appropriate Slack channel. It runs continuously with a wait cycle to process new and updated leads. The result is a fully automated lead qualification and routing system. Step-by-step Lead capture and validation** Gmail Trigger โ Monitors inbox for new lead emails. Get a message โ Retrieves full email content. Normalize Incoming Lead Data โ Extracts name, message, email, and source. Validate Lead Data โ Ensures required fields are present. Lead storage and notification** Notify New Lead (Slack) โ Sends alert to Slack channel. Store Lead in Database โ Saves lead data in Supabase. AI lead scoring pipeline** Wait โ Delays execution before next cycle. Fetch Unscored Leads โ Retrieves leads with score = 0. AI Lead Scoring Engine โ Generates score and summary. LLM (Scoring) โ Provides AI model for scoring. Structured Output Parser โ Formats AI response. Map AI Score Output โ Prepares score data fields. Update Lead Score โ Updates score and status in database. Lead qualification and classification** Fetch Scored Leads โ Gets leads ready for routing. Check Message Exists โ Filters valid messages. AI Lead Classification Engine โ Categorizes lead type. LLM (Classification) โ Provides classification logic. Smart routing and notifications** Route Lead by Category โ Splits leads by category. Send to Sales Channel โ Sends sales leads to Slack. Send to Support Channel โ Sends support leads. Send to Billing Channel โ Sends billing-related leads. End โ Stops workflow for unmatched cases. Why use this? Automatically prioritizes high-quality leads using AI scoring Eliminates manual lead sorting and routing effort Ensures faster response by notifying the right team instantly Centralizes lead data in a structured database Scales easily for high-volume inbound lead processing
by Bhavy Shekhaliya
This automated n8n workflow transforms raw CSV data into qualified, enriched lead databases with verified emails and AI-generated personalization. It processes uploaded CSV files through multiple validation, enrichment, and sorting stages before delivering organized results via Google Drive, WhatsApp, or Google Sheets. How It Works Stage 1: Data Intake & Normalization Form Submission: User uploads a CSV/XLSX file and selects: Delivery method (Google Drive, WhatsApp, or Google Sheets with processing) Two personalization prompts for AI-generated messages Column Mapping: The workflow automatically recognizes and standardizes 100+ column name variations into consistent fields Deduplication: Removes duplicate entries by website URL and contact name Initial Filtering: Identifies and flags invalid websites (social media profiles, link shorteners) Stage 2: Data Quality Routing The workflow analyzes each record and routes it based on available data: Route A: Invalid Website โ Sends directly to "x Website" sheet Route B: No Website โ Verifies existing email and categorizes by validity Route C: Valid Website + Email โ Proceeds to email verification and enrichment Route D: Valid Website - Email โ Scrapes website to find email addresses. Stage 3: Email Discovery & Verification For records needing enrichment: Website Scraping: Fetches HTML content from company websites Email Extraction: Uses regex patterns to identify email addresses AI Selection: GPT-5-NANO chooses the most relevant email from multiple options Dual Verification: Primary check via Reoon API (deliverability, SMTP, safety) Backup verification if primary fails Personal Email Processing: Separately validates personal emails when present Stage 4: Website Intelligence Gathering Parallel to email processing: Extracts HTML title tags for company context Captures meta descriptions for business understanding Pulls H1 headings for content insight Handles scraping failures gracefully with empty placeholders Stage 5: Email Categorization Logic Records are sorted into buckets: +1 Email**: Has exactly one verified email (business OR personal OR newly found) +2 Email**: Has two or more verified emails Single Source Records**: Only business email OR only personal email Stage 6: AI Personalization For records with verified emails: Context Assembly: Combines name, company, job title, website metadata, industry, keywords AI Processing: Sends to GPT-5-NANO or Gemini with user's custom prompts Structured Output: Generates: Cleaned contact name Shortened company name Personalization message 1 (per user prompt) Personalization message 2 (per user prompt) Stage 7: Final Delivery Based on user's initial selection: Google Drive**: Uploads timestamped CSV, sends email with link WhatsApp**: Converts to XLSX and sends document Google Sheets**: Populates separate sheets by category with completion email How To Use Active n8n instance with required credentials: Google Drive API access Google Sheets API access Gmail API access (for notifications) WhatsApp Business API credentials Reoon Email Verifier API keys OpenAI API key (GPT-5-NANO) Optional: Google Gemini API key Setup Steps 1. Configure Google Sheets Destinations Create or use existing Google Sheets for data categorization: +1 Email Sheet**: Update document ID in "+1 Email" node +2 Email Sheet**: Update document ID in "+2 Email" node x Website Sheet**: Update document ID in "x Website Data" node No Website Sheet**: Update document ID in "- Website +- Email +- Phone Number" node Ensure all sheets have matching column headers as defined in the workflow. 2. Set Up Google Drive Folder Create a destination folder in Google Drive Update the folder ID in the "Upload file" node Ensure the service account has write permissions 3. Configure WhatsApp Add your WhatsApp Business Phone Number ID in the "Send CSV" node Update the recipient phone number (format: +country code) 4. Customize Email Notifications Update sender and recipient emails in "Send a message" and "Send a Success Message" nodes Modify email templates as needed 5. Verify API Keys Check that all API credentials are active: Reoon Email Verifier keys (two instances for redundancy) OpenAI API key for GPT-5-NANO All Google API credentials
by WeblineIndia
Real Estate Deal Analyzer using Google Sheets, AI (Groq) and Gmail This workflow automates real estate investment analysis using Google Sheets and AI. It calculates ROI and rental yield, detects duplicate entries, generates AI-based recommendations and sends email reports. Simply connect your Google Sheets, Groq (AI) and Gmail accounts, then start adding property data. Quick Implementation Steps Login to your n8n account. Connect your Google Sheets account (input + history sheets) Add Groq API credentials for AI analysis Connect Gmail for sending notifications Add property data (price, rent, expenses) in the sheet Run the workflow manually or activate it What It Does This workflow helps you analyze real estate investment opportunities automatically. Whenever a new property entry is added to your Google Sheet, it calculates important financial metrics such as annual rent, profit, rental yield and ROI. It then checks whether the property already exists in your historical records. If it finds a duplicate, it stops further processing, marks the entry and sends a notification email. For unique entries, the workflow uses AI to evaluate the investment and classify it as BUY, HOLD or AVOID, along with risk level, reasoning and improvement suggestions. Finally, it stores the result, sends a detailed email report and marks the row as processed. Who It's For Real estate investors Property consultants Finance analysts Startup founders working in prop-tech Anyone managing property investments in Google Sheets Requirements to Use This Workflow n8n account (cloud or self-hosted) Google Sheets account (with two sheets: main + history) Groq API credentials Gmail account Basic understanding of spreadsheets How It Works & Set Up Step 1: Trigger Setup Workflow starts manually and fetches new entries from Google Sheets. Step 2: Filter Unprocessed Data Only rows with Processed = No and no duplicate flag are processed. Step 3: Prepare Data Converts price, rent and expenses into numeric format. Step 4: Calculate Metrics Calculates annual rent, profit, rental yield and ROI. Step 5: Check Duplicate Compares current entry with historical data. Step 6: Conditional Routing Duplicates go to alert flow; others go to AI analysis. Step 7A: Duplicate Flow Sends email and marks row as duplicate. Step 7B: AI Analysis Classifies property as BUY, HOLD or AVOID. Step 8: Save Results Stores analysis in history sheet. Step 9: Email Report Sends detailed investment report. Step 10: Mark Processed Updates row as processed. How To Customize Nodes Modify ROI thresholds in AI node Improve duplicate detection logic Customize email templates Extend sheet fields Add-ons Slack/WhatsApp alerts CRM integration Dashboard reporting Loan calculations Use Case Examples Investment screening Portfolio tracking Duplicate prevention Automated reporting Real estate agency workflows Troubleshooting Guide | Issue | Possible Cause | Solution | | ----------------------- | ------------------------------------ | ------------------------------------------------------- | | No data processed | "Processed" field not set to "No" | Ensure new rows have Processed = No before running | | Duplicate not detected | Matching only based on price | Enhance logic to include more fields like ID or address | | AI output parsing error | AI response not in valid JSON format | Ensure prompt strictly returns JSON without extra text | | Email not sent | Gmail credentials not connected | Reconnect Gmail account and test the node | | Incorrect ROI values | Fields not treated as numbers | Check data types and ensure numeric values in the sheet | | Workflow not triggering | Manual trigger not executed | Run workflow manually or add a trigger node | Need Help? WeblineIndia can help you customize, extend and build similar workflows tailored to your business needs.
by Oneclick AI Squad
Streamline your hiring process with intelligent AI-powered candidate screening and automated interview scheduling. This workflow receives applications via webhook, evaluates candidates using OpenAI's GPT model, scores them against job requirements, stores data in Google Sheets, and automatically schedules interviews for high-scoring candidates โ all while sending personalized email notifications and updating statuses in real time. Reduce manual screening time and ensure only top candidates move forward. ๐ค๐ง What This Template Does Step 1: Triggers on new application submission via Webhook (e.g., from job portal or form). Step 2: Stores applicant data (resume, contact, role) into Google Sheets for centralized tracking. Step 3: Uses OpenAI GPT to evaluate candidate fit based on resume, skills, and job requirements. Step 4: Applies Scoring Logic: โโโข Score โฅ 70 โ Qualified for interview โโโข Score < 70 โ Not a fit Step 5: Branches based on score: โโโ High Score Path: โโโโข Sends Interview Invitation Email โโโโข Creates Google Calendar Event โโโโข Updates Sheet: Status โ โInterview Scheduledโ โโโ Low Score Path: โโโโข Sends Polite Rejection Email โโโโข Updates Sheet: Status โ โRejectedโ Step 6: Final metrics logged and webhook response confirms completion. Key Benefits โ Eliminates manual resume screening โ AI evaluates candidates consistently and objectively โ Automates interview scheduling with calendar integration โ Real-time status updates in Google Sheets โ Personalized email communication at every stage โ Full audit trail of decisions and actions Features Webhook-triggered application intake Google Sheets as applicant tracking system (ATS) OpenAI GPT-powered candidate evaluation Dynamic scoring threshold (customizable) Conditional branching (High/Low Score) Gmail integration for email notifications Google Calendar auto-event creation Real-time status updates via sheet write-back Final webhook response for system confirmation Requirements GOOGLE_SHEET_ID**: Your Google Sheet ID Credentials Needed:** Google Sheets OAuth2 Gmail API Key OpenAI API Key Google Calendar OAuth2 Customize:** โข Job requirements & AI prompt โข Score threshold (currently 70) โข Email templates โข Interview scheduling time slots Target Audience HR teams managing high-volume applications ๐ฅ Recruiters seeking faster shortlisting โฑ๏ธ Startups automating early-stage hiring ๐ Tech companies with technical screening needs ๐ป Remote-first organizations using digital workflows ๐ Step-by-Step Setup Instructions Set up Google Sheet โโ Create a sheet with columns: Name, Email, Resume Link, Role, Status, Score, Timestamp โโ Replace YOUR_SHEET_ID in the workflow with your actual Sheet ID. Configure Webhook โโ Connect your job application form (e.g., Typeform, LinkedIn, custom portal) to trigger this workflow. Add OpenAI API Key โโ Insert your OpenAI key and customize the evaluation prompt under โAI Evaluationโ node. Set Scoring Threshold โโ Adjust the โIF โ Check Score Thresholdโ node (default: โฅ70 = pass). Connect Gmail & Calendar โโ Enable Gmail OAuth2 and Google Calendar OAuth2. โโ Define interviewer email and default interview duration. Customize Emails โโ Edit โInterview Invitationโ and โRejection Noticeโ templates with your branding. Test the Flow โโ Submit a test application via webhook. โโ Verify: Sheet update โ AI score โ Email โ Calendar event โ Status change. Go Live โโ Enable automation. Monitor first few runs in Google Sheets. Workflow Complete! Now sit back as AI screens, scores, schedules, and communicates โ all without lifting a finger. Metrics to Track: Applications received Average AI score Interview rate Time to process
by Sandeep Patharkar | ai-solutions.agency
AI-Powered n8n Error Debugger & Notifier Automatically analyze any workflow failure with AI, get actionable solutions, and receive a detailed report directly in your inbox. Stop wasting time deciphering cryptic error messages and stack traces. This template turns your n8n instance into a self-diagnosing system. When any of your workflows fail, this error handler automatically triggers, sends the error data to an AI agent for a full analysis, and delivers a comprehensive, easy-to-read report to your email. It's like having a personal AI debugging assistant on call 24/7. | Services Used | Features | | :--- | :--- | | ๐ค OpenAI / LangChain | Provides deep, AI-driven root cause analysis of errors. | | ๐ง Gmail | Delivers beautifully formatted and detailed HTML email notifications. | | ๐จ n8n Error Trigger | Acts as a global catch-all for any workflow failure in your instance. | | โจ Data Formatting | Organizes raw error data and AI analysis for clear reporting. | How It Works โ๏ธ ๐จ A Workflow Fails: When any workflow in your n8n instance encounters an error, this workflow is automatically triggered. ๐ง AI Analysis: The Error Trigger node passes the complete error context (message, stack trace, failing node, etc.) to a LangChain Agent. The agent is prompted to perform a deep analysis, identifying the root cause, potential solutions, impact, and urgency. โจ Format Data: A Set node neatly organizes the original error details alongside the new, structured AI analysis into a single, clean data object. ๐ง Send Detailed Report: The Gmail node uses this formatted data to construct a rich HTML email, presenting the error details and the AI's full analysis in a clear, actionable format, and sends it to your specified address. ๐ ๏ธ How to Set Up This workflow is designed to be set as your instance's default error handler. ๐ Add Credentials: Add your OpenAI API key to the OpenAI Chat Model node. Add your Gmail OAuth2 credentials to the Send Gmail Notification node. โ๏ธ Configure Email: In the Send Gmail Notification node, change the To field from your-email@example.com to your own email address or a team distribution list. โ๏ธ Set as Global Error Workflow: In your n8n instance, go to Settings > Workflow Default Settings. In the Error Workflow dropdown, select this workflow (AI-Powered n8n Error Debugger & Notifier). Save the changes. โถ๏ธ Activate: Save and activate the workflow. It will now run automatically whenever another workflow fails. ๐ก Customization Ideas Multi-Channel Alerts: Replace or add nodes to send notifications to **Slack, Discord, or Telegram for more immediate team visibility. Create an Error Dashboard: Add a **Google Sheets, Notion, or Baserow node after the Format Data node to log every error, creating a historical dashboard for tracking recurring issues. Severity-Based Routing: Add an **IF node to check the "Urgency Level" from the AI analysis. Route "Critical" errors to a PagerDuty or Twilio node to alert an on-call developer. Try Different Models: Swap the OpenAI Chat Model for an **Anthropic or Google Gemini node to compare analysis quality. ๐ฌ Need Help or Want to Learn More? Join my Skool community for n8n + AI automation tutorials, live Q&A sessions, and exclusive workflows: ๐ https://www.skool.com/n8n-ai-automation-champions Template Author: Sandeep Patharkar Category: Utilities / DevOps Difficulty: Intermediate Estimated Setup Time: โฑ๏ธ 10 minutes
by Rahul Joshi
Description Streamline your Net Promoter Score (NPS) survey process by automating survey delivery, response tracking, and structured data storage. This workflow integrates GoHighLevel, Gmail, and Notion to ensure every customer response is captured, categorized, and actionable. ๐ฌ๐ง๐ What This Template Does Trigger from GoHighLevel when a deal moves to "Completed." โก Send NPS survey emails via Gmail to the customer automatically. โ๏ธ Capture responses through a Webhook and store them in structured format. ๐ Process and categorize NPS responses (Promoter, Passive, Detractor). ๐งฎ Save results in Notion for centralized tracking and analysis. ๐ Send Slack notifications for quick visibility into customer satisfaction. ๐ Key Benefits โ Automated NPS survey delivery and response tracking โ Centralized data storage for long-term insights โ Real-time team notifications for faster action โ Standardized response categorization โ Error handling ensures no response is lost Features GoHighLevel integration to trigger surveys at the right stage Gmail email automation with personalized survey links Webhook capture for dynamic NPS responses Notion database integration for structured data storage Slack alerts for quick feedback visibility Requirements n8n instance (cloud or self-hosted) GoHighLevel API credentials Gmail API credentials (OAuth2) Notion API integration token Slack API token (optional for notifications) Target Audience This workflow is ideal for Customer Success teams, SaaS businesses, agencies, and service providers who want to measure customer satisfaction at scale and act quickly on feedback. Step-by-Step Setup Instructions Configure GoHighLevel, Gmail, Notion, and Slack credentials in n8n. Set up a Notion database with fields for customer, score, category, and comments. Replace hardcoded values with environment variables ($env.GHL_API_KEY, $env.NOTION_DB_ID, etc.). Import the JSON into your n8n instance. Run once manually with test data to verify. Enable the workflow for automated execution. โ