Workflow Templates

Eliminate weeks of waiting and mountains of paperwork with intelligent expense automation that processes reimbursements in 72 hours instead of 2–3 weeks — delivering 90% reduction in manual processing time. What This Workflow Does Transforms your expense reimbursement process from bureaucratic nightmare to seamless automation: 📝 Captures Expenses – Jotform intake with receipt upload and expense details ⚙️ Policy Validation – Automatically validates against company rules (categories, amount limits) 🚦 Smart Routing – Intelligent approval workflow based on expense amount: < $100 → Auto-approve instantly (compliant expenses only) $100–$500 → Manager approval via Slack notification $500+ → Finance Director approval via Slack notification 🚫 Violation Detection – Flags policy violations with clear rejection reasons 📊 Audit Trail – Complete expense history logged to Google Sheets ✉️ Automated Communication – Professional approval/rejection emails automatically sent Key Features Policy Compliance Engine – Configurable rules for expense categories and amount limits Three-Tier Approval System – Auto-approve, manager review, and director approval paths Real-Time Violation Flagging – Instant detection of non-compliant expenses Comprehensive Audit Logging – Every expense tracked with timestamps and approver details Professional Email Templates – Branded communication for every outcome Slack Integration – Real-time notifications with expense context for quick decisions Zero Manual Processing – Seamless automation from submission to reimbursement Perfect For Finance Teams – Processing 50–200+ expense reports monthly Growing Startups – Scaling operations without adding finance headcount Remote-First Companies – Distributed teams needing async approval workflows Compliance-Focused Organizations – Requiring complete audit trails and policy enforcement SMBs & Enterprises – Companies spending 10–20 hours/week on manual expense processing What You’ll Need Required Integrations Jotform – Expense submission form (free tier works) Create your form for free on Jotform using this link Google Sheets – Audit trail and expense database Gmail – Automated approval/rejection email communication Slack – Manager and Director approval notifications Optional Enhancements QuickBooks/Xero – Automatic expense posting for approved items Google Cloud Vision – OCR for automatic receipt data extraction OpenAI – AI-powered receipt parsing and merchant detection Payment APIs – Direct deposit or check issuance automation Quick Start Import Template – Copy JSON and import into n8n Create Jotform – Build form with fields: Employee name, email, ID, amount, category, merchant, date, description, receipt upload Add Credentials – Jotform, Google Sheets, Gmail, Slack Configure Google Sheet – Replace YOUR_GOOGLE_SHEET_ID with your spreadsheet ID Set Slack Channels – Update manager and director channel IDs in Slack nodes Customize Policies – Edit “Validate Policy” node with your company’s rules: Category limits (meals: $75, travel: $500, office supplies: $200, etc.) Auto-approve threshold (default: $100) Manager approval threshold (default: $500) Test Workflow – Submit test expenses for all scenarios (auto-approve, manager, director, rejection) Deploy & Share – Activate workflow and distribute Jotform link to employees Customization Options 1.Adjust Approval Thresholds – Modify auto-approve limits and escalation amounts 2.Add Approval Levels – Insert additional routing nodes for VP or C-suite approvals 3.Department-Based Routing – Route to different managers based on department 4.Receipt OCR Integration – Add Google Vision + OpenAI for receipt data extraction 5.Accounting System Sync – Connect QuickBooks/Xero for automatic expense posting 6.Duplicate Detection – Flag potential duplicate submissions 7.Budget Monitoring – Add monthly/quarterly budget checks 8.Multi-Currency Support – Add conversion & validation for international expenses 9.Mobile-Optimized Forms – Enhance Jotform for easy phone camera uploads 10.Custom Email Branding – Update templates with your company’s logo and styling Expected Results ⏱️ 72-hour reimbursement vs 2–3 weeks 📉 90% reduction in manual processing time 🧾 100% audit compliance with timestamps & approvers 🗂️ Zero lost receipts – all stored digitally 🧠 Instant policy enforcement – violations caught automatically 😀 Happier employees – fast and transparent reimbursement 🕒 10–15 hours saved weekly for finance teams 🏆 Use Cases 🧑‍💻 Technology Companies Process developer or engineering expenses (software, conferences) with auto-approval under $100. 💼 Sales Organizations Handle high-volume travel expenses — auto-approve meals under $75, route hotels/flights for approval, flag entertainment violations. 🧾 Consulting Firms Manage client reimbursables with project-based routing and full audit trails for client invoicing. 🏥 Healthcare Organizations Track medical reimbursements with department-specific approvals and compliance documentation. 🌍 Remote-First Teams Process global expenses 24/7 with async Slack approvals and instant notifications. Pro Tips Start Conservative – Begin with $50 auto-approve limit, raise later Monthly Policy Reviews – Adjust limits based on expense trends Employee Training – Include policy link in all automated emails Enhanced Slack Approvals – Use Block Kit for approve/reject buttons Receipt Quality Standards – Enforce minimum image resolution Backup Approvers – Add fallback if manager unavailable Executive Dashboard – Connect Sheets → Looker/Tableau Tax Categorization – Align with tax reporting for year-end Benchmark Data – Track average processing time & approval rates Learning Resources This workflow demonstrates: Multi-condition routing with nested IF nodes Policy enforcement using JavaScript logic Audit logging with Google Sheets append/update Async Slack approvals with messaging nodes Email automation using dynamic HTML templates Data normalization for varied Jotform inputs Error handling for invalid submissions Perfect for learning enterprise-grade n8n automation patterns 🎯 Workflow Structure Visualization 📝 Jotform Submission ↓ 🧾 Parse Form Data (Normalize fields) ↓ ⚙️ Validate Against Policy (Check rules) ↓ 🚫 Check Violations? ├─ YES → Set Rejection → Log to Sheets → 📧 Send Rejection Email └─ NO → Route Auto-Approve? ├─ YES (< $100) → ✅ Auto Approve → Log to Sheets → 📧 Send Approval Email └─ NO → Route Manager? ├─ YES ($100-$500) → 📱 Slack Manager → Log to Sheets → ⏳ Await Approval └─ NO ($500+) → 📱 Slack Director → Log to Sheets → ⏳ Await Approval Compliance & Security Features 🧾 Complete Audit Trail – Every expense logged with timestamps 🛡️ Policy Enforcement – Non-compliant submissions blocked early 🔒 Data Privacy – PII secured via n8n credential system ☁️ Receipt Storage – SOC 2–compliant Jotform cloud 👥 Role-Based Access – Slack channel permissions enforced ⚖️ Separation of Duties – Multi-level approval reduces fraud 🚀 Advanced Features to Add 🧠 Receipt OCR with AI – Google Vision + OpenAI for merchant/amount extraction 💵 Accounting Integration – QuickBooks/Xero for GL posting 🏦 Payment Automation – ACH/direct deposit API integration 📱 Mobile App Interface – On-the-go submissions 📈 Budget Monitoring – Real-time spending alerts 📊 Expense Analytics – Automated monthly summaries 🧾 Vendor Management – Flag new vendors for approval 🚗 Mileage Calculator – IRS-compliant reimbursement 💳 Corporate Card Sync – Match credit card transactions 🌐 Per Diem Automation – Geo-based per diem calculation Ready to Transform Your Expense Process? Import this template and start processing reimbursements in hours instead of weeks. Your finance team and employees will thank you! 🎉 Questions or customization needs? The workflow includes detailed sticky notes explaining each section and decision point.

Description: Streamline your lead management process with this AI-driven n8n automation template. The workflow fetches opportunities from HighLevel (GHL), enriches them with contact details, and uses Azure OpenAI GPT-4o-mini to analyze each lead’s intent (e.g., Demo Request, Support Query, or Partnership Inquiry). It then automatically routes the lead to the right internal team via email, ensuring instant follow-up and zero delays in response time. Perfect for sales, support, and partnership teams who want to save time on manual triage and ensure every inquiry reaches the correct department within seconds. ✅ What This Template Does (Step-by-Step) ⚡ Manual or Scheduled Trigger Run the workflow manually for on-demand classification or schedule it to execute periodically. 📥 Fetch Opportunities from HighLevel Retrieves all opportunities from your GHL CRM, serving as the starting dataset for AI-powered intent detection. 👤 Fetch Detailed Contact Information Enriches each opportunity with full contact details such as name, email, and message notes. 🧠 AI-Powered Lead Classification Uses Azure OpenAI GPT-4o-mini via the LangChain AI Agent to analyze the lead’s message and determine the intent. Possible outputs include: 🎯 Demo Request 🛠️ Support Query 🤝 Partnership Inquiry 🧾 Post-Processing of AI Response JavaScript logic parses and formats the AI’s output into actionable data for conditional routing. 🔀 Intelligent Routing to Relevant Teams Demo Requests → demo@company.com Support Queries → support@company.com Partnership Inquiries → partnership@company.com Each email includes full contact info and original message context. 📧 Instant Team Notifications Sends neatly formatted emails from a centralized sender (noreply@company.com) to ensure smooth handoff and accountability. 🧠 Key Features 🤖 AI intent classification using Azure OpenAI GPT-4o-mini 🔀 Automated lead routing via email 📋 Structured data enrichment from HighLevel ⚙️ Smart conditional logic for 3 lead categories 📩 End-to-end automation from CRM intake to response 💼 Use Cases 📞 Automatically route demo requests to the sales team 🛠️ Send support-related queries directly to helpdesk 🤝 Forward partnership inquiries to business development 💡 Reduce response delays and manual triage errors 📦 Required Integrations HighLevel (GHL) – for opportunity and contact data Azure OpenAI – for AI-driven lead classification SMTP / Gmail – for team routing email notifications 🎯 Why Use This Template? ✅ Automates manual lead sorting and tagging ✅ Ensures every inquiry reaches the right team ✅ Increases response speed and lead conversion ✅ Scalable AI logic adaptable to any organization

Automated Email Verification & Digital Health Card Generator Overview Transform your clinic's patient check-in process with this fully automated pre-registration system. When patients submit their appointment information through your website, this workflow instantly verifies their email, generates a professional digital health card with a scannable QR code, stores it securely in Google Drive, and sends personalized notifications to both the patient and your reception team—all in under 20 seconds. What This Workflow Does This comprehensive automation handles the entire patient pre-check-in journey: Receives Patient Data - Webhook captures form submissions from your website or app with patient details (name, email, phone, appointment date/time, symptoms, age, gender) Validates & Cleans Data - Automatically validates required fields, cleans input data, and generates a unique patient ID with timestamp for tracking Verifies Email Address - Uses VerifiEmail API to ensure email deliverability by checking RFC compliance, MX records, and filtering out disposable/spoof emails Generates QR Code - Creates a unique verification URL and scannable QR code for instant patient identification at reception Builds Professional Health Card - Generates a beautiful, responsive HTML health card featuring: Patient information grid (name, ID, email, phone, age/gender, appointment) Chief complaints/symptoms section Embedded QR code for quick check-in Important appointment instructions Modern gradient design with mobile-responsive layout Converts to PNG Image - Uses HTMLCSSToImg API to convert the HTML card into a high-quality PNG image (900x1200px) Stores in Google Drive - Uploads the health card to an organized "Patients record" folder with patient ID-based naming for easy retrieval Emails Patient - Sends a beautifully formatted email to the patient containing: Their health card as a PNG attachment Appointment details and confirmation Google Drive link for backup access Check-in instructions and preparation tips Notifies Reception Team - Sends real-time Slack message to clinic reception with patient details, verification status, and Drive link Logs to Database - Records complete patient information, timestamps, verification status, and file links in Google Sheets for tracking and analytics Returns Success Response - Sends JSON response back to the website form with patient ID, confirmation, and Drive link Key Features ✅ Email Verification - VerifiEmail API integration prevents failed deliveries and fake emails ✅ Unique Patient IDs - Timestamp-based IDs ensure no duplicates (format: PAT-{timestamp}-{random}) ✅ QR Code Generation - Free QR Server API creates scannable codes for instant check-in ✅ Professional Design - Modern, gradient-styled health cards with responsive layout ✅ Multi-format Output - PNG image format for easy viewing on any device ✅ Cloud Storage - Secure Google Drive storage with organized folder structure ✅ Multi-channel Notifications - Email to patient + Slack to staff for complete coverage ✅ Comprehensive Logging - Google Sheets database for analytics and record-keeping ✅ Error Handling - Graceful failure for invalid emails with user notification ✅ Webhook Response - Real-time feedback to website form for seamless UX ✅ Indian Locale Support - Date/time formatting in Indian format with 12-hour time ✅ Mobile Responsive - Health cards look great on both desktop and mobile devices Perfect For 🏥 Medical Clinics & Healthcare Providers - Streamline patient pre-registration and reduce waiting times 🦷 Dental Practices - Digital check-in for appointments with patient history 💉 Diagnostic Centers - Pre-appointment verification for lab tests and scans 👨‍⚕️ Specialist Doctors - Organized patient records with symptoms documentation 🏃 Physiotherapy Clinics - Track patient visits and treatment history 💆 Wellness Centers & Spas - Appointment management with customer details 🐕 Veterinary Clinics - Pet owner pre-registration system 📋 Any Appointment-Based Business - Adaptable to salons, consultancies, or service providers Business Benefits 💰 Reduced No-Shows - Email verification ensures valid contact information ⏱️ Time Savings - Eliminates manual data entry at reception 📊 Better Analytics - Automated logging provides insights into patient flow ✨ Professional Image - Modern, branded health cards improve patient experience 🔒 Secure Records - Cloud storage with organized folder structure 📱 Contactless Check-in - QR codes enable touch-free reception process 🎯 Improved Communication - Multi-channel notifications keep everyone informed 🚀 Scalable System - Handles high volumes without additional staff Required Services & Credentials VerifiEmail API - Email verification service Sign up at: https://verifi.email HTMLCSSToImg API - HTML to image conversion Sign up at: https://htmlcsstoimg.com Google Drive - Cloud file storage Requires: Google Account with Drive access Gmail - Email delivery Requires: Google Account Slack - Team notifications Requires: Slack workspace Google Sheets - Database logging Requires: Google Account Customization Options Change Health Card Design: Edit the "Build Health Card HTML" node Modify CSS styles, colors, layout, fonts Add clinic logo by including `` tag in header Adjust Email Template: Edit the "Email Health Card to Patient" node Customize subject line, message content, styling Add clinic branding and contact information Modify Slack Message: Edit the "Notify Reception Team" node Change message format, add emojis, include additional fields Integrate with different channels Add PDF Generation: Insert an additional HTTP Request node after "Build Health Card HTML" Use a PDF conversion API (like PDFMunk or Puppeteer) Upload both PNG and PDF to Google Drive Add SMS Notifications: Insert Twilio or similar SMS node after email verification Send appointment confirmation via SMS Include patient ID and appointment time Multi-language Support: Modify the HTML template to support multiple languages Add language detection based on patient input Translate email and Slack messages Troubleshooting Guide Email Verification Fails: Check VerifiEmail API key is correct Verify API quota hasn't been exceeded Test with known valid email address Image Generation Fails: Check HTMLCSSToImg API credentials Verify HTML content is valid (no syntax errors) Check API rate limits Google Drive Upload Fails: Re-authenticate Google Drive OAuth2 credentials Check folder permissions Verify folder ID is correct Email Not Sending: Re-authenticate Gmail OAuth2 credentials Check email attachment size limits Verify "Less secure app access" if using password auth Slack Message Not Posting: Check Slack app permissions Verify channel exists and bot is invited Re-authenticate Slack credentials Google Sheets Not Logging: Re-authenticate Google Sheets credentials Verify sheet name and column headers match exactly Check sheet permissions Performance & Scalability Expected Performance: Single execution: 15-20 seconds Concurrent executions: Supports multiple parallel workflows API rate limits: Respects all third-party API limits Volume Handling: Small clinics: <50 patients/day - Perfect Medium practices: 50-200 patients/day - Excellent Large hospitals: 200+ patients/day - Consider API tier upgrades Security & Compliance ✅ Data Privacy - Patient data transmitted securely via HTTPS ✅ Access Control - OAuth2 authentication for all Google services ✅ Secure Storage - Files stored in private Google Drive folders ✅ Audit Trail - Complete logging in Google Sheets with timestamps ✅ Email Verification - Prevents data leakage to invalid addresses ✅ No Data Storage in n8n - Patient data passes through, not stored Tags healthcare, medical, clinic, patient-management, appointment, email-verification, qr-code, google-drive, gmail, slack, automation, workflow, pre-checkin, health-card, verifi-email, htmlcsstoimg, medical-records, patient-portal, healthcare-automation, clinic-management Category Healthcare & Medical Subcategory Patient Management & Appointment Systems License MIT License - Free to use, modify, and distribute with attribution

Automate and Distribute Weekly and Monthly Marketing Analytics Reports Who's it for? This workflow is designed for marketing teams, data analysts, and business owners who need to consistently track key performance indicators (KPIs). It saves hours of manual data collection and reporting, ensuring stakeholders receive timely updates automatically. What it does This workflow automates the entire process of creating and distributing regular analytics reports. On a recurring weekly and monthly schedule, it: Fetches Data: Gathers the latest data from Google Analytics (users, sessions, conversions), your advertising platform (ad spend), and your CRM (new customers, revenue). Calculates KPIs: Processes the raw data to calculate essential business metrics, including Monthly Active Users (MAU), Customer Acquisition Cost (CAC), Lifetime Value (LTV), LTV:CAC ratio, and conversion rates. Logs Historical Data: Appends the newly calculated KPIs to a Google Sheet, creating a historical record for trend analysis. Generates a Report: Creates a new Google Slides presentation to serve as the main report. Distributes the Report: Emails a summary of the key metrics to a predefined list of recipients, including a link to the full Google Slides report. Provides Error Alerts: If any step in the process fails, it sends an immediate notification to a designated Slack channel so you can address the issue quickly. How to set up Configure Credentials: Add your credentials for Google Analytics, Google Sheets, Google Slides, Gmail, Slack, and the HTTP Request nodes (for your ad platform and CRM). Fill in Placeholders: In the "Workflow Configuration" node, replace all placeholder values with your specific information: gaPropertyId: Your Google Analytics Property ID. adPlatformApiUrl: The API endpoint for your advertising platform. crmApiUrl: The API endpoint for your CRM. reportSpreadsheetId: The ID of the Google Sheet where data will be stored. slidesTemplateId: The ID of your Google Slides report template. reportRecipients: A comma-separated list of email addresses for report distribution. slackChannel: The Slack channel ID for error notifications. Activate Workflow: Turn the workflow on. It will now run based on the schedule defined in the "Weekly/Monthly Schedule" trigger node. How to customize the workflow Adjust Schedule:** Modify the "Weekly/Monthly Schedule" node to change the reporting frequency (e.g., daily, bi-weekly). Change Reporting Period:** In the "Workflow Configuration" node, change the reportPeriodDays value to adjust the lookback window (e.g., set to 30 for a monthly report). Customize KPIs:** Edit the Javascript in the "Calculate KPIs (MAU, LTV, CAC)" node to add or modify metrics. Enhance the Report:** Expand the "Create Google Slides Report" node to dynamically add charts and data from the calculated KPIs into the slides.

Automate user consent collection with a seamless workflow that captures form submissions, stores them securely, and sends professional AI-generated confirmation emails 📧🤖. This template streamlines compliance by logging every consent action directly into Google Sheets while also notifying your internal team instantly through Slack. With built-in Azure OpenAI email generation, every user receives a personalized, secure, trust-building confirmation without manual intervention. Perfect for DPDP/GDPR-aligned consent management systems. What This Template Does Receives user consent submissions via a Webhook trigger 🚀 Extracts name, email, version, and timestamp for structured processing 🔍 Saves or updates the record in Google Sheets for audit and compliance tracking 📄 Generates a responsive HTML thank-you email using Azure OpenAI 🤖 Formats the output into a clean subject + email body via a Code node 🧩 Sends the user a confirmation email via SMTP 📧 Converts HTML into a Slack-friendly message for internal alerts 🔔 Posts the formatted notification to your Slack channel for instant visibility 💬 Key Benefits ✅ Fully automated consent logging—no manual tracking required ✅ AI-generated HTML emails ensure professional, consistent communication ✅ Real-time Slack alerts keep your team informed instantly ✅ Compliant with DPDP/GDPR consent tracking best practices ✅ Easy to integrate into any website or mobile app via webhook ✅ Ensures audit-ready records with accurate timestamps and version history Features Webhook trigger for instant consent capture Google Sheets integration for centralized data storage Azure OpenAI-powered HTML email generation SMTP email delivery with dynamic fields Slack API integration for real-time notifications Custom JS transformations for email + Slack formatting Timestamp automatic insertion for compliance Requirements Google Sheets OAuth2 credentials Azure OpenAI API key SMTP email credentials (e.g., Gmail, Outlook, SendGrid) Slack API credentials A consent form or preference center that can send POST requests Target Audience SaaS founders needing user consent management EdTech, HealthTech, FinTech, and compliance-heavy platforms Data Protection & Privacy teams (DPDP/GDPR compliance) Automation consultants building consent or preferences centers If you want, I can also generate: ✅ Landing page text for this template ✅ A companion version for "Consent Withdrawal" ✅ A website prompt for Lovable to auto-generate UI/buttons

Description This workflow transforms raw SaaS metrics into a fully automated Product Health Monitoring & Incident Management system. It checks key revenue and usage metrics every day (such as churn MRR and feature adoption), detects anomalies using a statistical baseline, and automatically creates structured incidents when something unusual happens. When an anomaly is found, the workflow logs it into a central incident database, alerts the product team on Slack and by email, enriches the incident with context and AI-generated root-cause analysis, and produces a daily health report for leadership. It helps teams move from passive dashboard monitoring to a proactive, automated system that surfaces real issues with clear explanations and recommended next steps. Context Most SaaS teams struggle with consistent product health monitoring: Metrics live in dashboards that people rarely check proactively Spikes in churn or drops in usage are noticed days later There is no unified system to track, investigate, and report on incidents Post-mortems rely on memory rather than structured data Leadership often receives anecdotal updates instead of reliable daily reporting This workflow solves that by: Tracking core health metrics daily (revenue and usage) Detecting anomalies based on recent baselines, not arbitrary thresholds Logging all incidents in a consistent format Notifying teams only when action is needed Generating automated root-cause insights using AI + underlying database context Producing a daily “Product Health Report” for decision-makers The result: Faster detection, clearer understanding, and better communication across product, growth, and leadership teams. Target Users This template is ideal for: Product Managers & Product Owners SaaS founders and early-stage teams Growth, Analytics, and Revenue Ops teams PMO / Operations teams managing product performance Any organization wanting a lightweight incident monitoring system without building internal tooling Technical Requirements You will need: A Postgres / Supabase database containing your product metrics Slack credentials for alerts Gmail credentials for email notifications (Optional) Notion credentials for incident documentation and daily reports An OpenAI / Anthropic API key for AI-based root cause analysis Workflow Steps The workflow is structured into four main sections: 1) Daily Revenue Health Runs once per day, retrieves recent revenue metrics, identifies unusual spikes in churn MRR, and creates incidents when needed. If an anomaly is detected, a Slack alert and email notification are sent immediately. 2) Daily Usage Health Monitors feature usage metrics to detect sudden drops in adoption or engagement. Incidents are logged with severity, context, and alerts to the product team. 3) Root Cause & Summary For every open incident, the workflow: Collects additional context from the database (e.g., churn by country or plan) Uses AI to generate a clear root cause hypothesis and suggested next steps Sends a summarized report to Slack and email Updates the incident status accordingly 4) Daily Product Health Report Every morning, the workflow compiles all incidents from the previous day into: A daily summary email for leadership A Notion page for documentation and historical tracking This ensures stakeholders have clear visibility into product performance trends. Key Features Automated anomaly detection across revenue and usage metrics Centralized incident logging with metadata and raw context Severity scoring based on deviation from historical baselines Slack and email alerts for fast response AI-generated root cause analysis with recommended actions Daily product health reporting for leadership and PM teams Optional Notion integration for incident documentation System logging for observability and auditability Fully modular: you can add more metrics, alert channels, or analysis steps easily Expected Output When running, the workflow will generate: Structured incident records in your database Slack alerts for revenue or usage anomalies Email notifications with severity, baseline vs actual, and context AI-generated root cause summaries A daily health report summarizing all incidents (Optional) Notion pages for both incidents and daily reports System logs recording successful executions Tutorial video: Watch the Youtube Tutorial video About me I’m Yassin a Project & Product Manager Scaling tech products with data-driven project management. 📬 Feel free to connect with me on Linkedin

📘 Description: This workflow automates end-to-end validation, assessment, and reporting of n8n workflow JSON templates using Google Drive, Azure OpenAI GPT-4o, Gmail, and Slack. It retrieves workflows from a Drive folder, validates their integrity, analyzes their quality against official n8n Template Publishing Guidelines, generates a structured report, converts it into a formatted .txt file, and archives it with instant notifications sent via Slack and email. It ensures a fully autonomous review cycle for workflow publishing, complete with error tracking, AI-based evaluations, and automated reporting. ⚙️ What This Workflow Does (Step-by-Step) ▶️ When Clicking ‘Execute Workflow’ (Manual Trigger) Initiates the validation pipeline manually, allowing users to start the batch evaluation process on demand. 📂 Fetch Workflow Files from Drive Retrieves all JSON workflow files from the “n8n json checker” Google Drive folder, including their metadata (ID, name, timestamps). Acts as the primary input source for the validation loop. 🔄 Process Files One by One Splits the list of files into individual items to ensure controlled, sequential processing. Prevents API overload and maintains order during AI evaluation. ⬇️ Download Workflow JSON File Fetches each workflow file from Drive using its file ID. Ensures a complete, uncorrupted copy before validation begins. 🔍 Validate File Download Success (IF Node) Checks if the downloaded file includes a valid id and JSON structure. ✅ True Path: Continues to parsing and analysis. ❌ False Path: Logs the failed file to a Google Sheet for audit and debugging. 🧾 Parse JSON Workflow Structure Converts raw JSON files into object data structures readable by AI. Verifies JSON syntax and schema readiness for further evaluation. 🧠 GPT-4o Language Model Configuration Initializes Azure OpenAI’s GPT-4o as the reasoning engine for advanced workflow quality analysis. 🗂 Conversation Context Buffer Maintains contextual memory across multiple files, enabling GPT-4o to stay consistent across batch validations and apply uniform judgment standards. 🤖 AI-Powered Workflow Quality Analyzer Uses GPT-4o to evaluate each workflow against eight defined quality checkpoints: 1️⃣ JSON Validity 2️⃣ Documentation Presence 3️⃣ Security & Credentials 4️⃣ Node Naming Standards 5️⃣ Workflow Validity 6️⃣ Originality & Usefulness 7️⃣ Industry-Readiness 8️⃣ Visual Presentation Produces a structured JSON output summarizing each checkpoint’s result, reason, and overall assessment. 🧩 Format AI Response to JSON Schema Normalizes GPT-4o output into a clean JSON schema for easy parsing. Ensures consistency across all AI-generated reports. 📝 Generate Human-Readable Report Transforms structured JSON results into a formatted plain-text report with headers, dividers, and human-friendly phrasing. Provides an executive-style summary of workflow quality. 📋 Convert Report to Text File Format Converts the formatted analysis into a .txt file suitable for archival. Preserves visual layout and divider styles for readability. ☁️ Archive Validation Report to Drive Uploads the finalized text report to the “EOD Updates report” Google Drive folder. Automatically names files with a timestamp (e.g., workflow_report_2025-11-03_103020.txt) for easy tracking. 📧 Email Detailed Report to Stakeholders Sends an HTML-formatted email summary including report metadata: file name, size, type, created time, and owner. Includes “View in Drive” and “Download” buttons for quick access. 💬 Send Validation Summary to Slack Notifies internal teams with a Slack message summarizing the workflow’s assessment result, report name, size, and links to Drive resources. Ensures real-time transparency for the QA team. ⚠️ Log Failed Downloads to Error Sheet Captures download or validation errors in a dedicated Google Sheet. Supports quick debugging and failure traceability across runs. 🧩 Prerequisites Google Drive OAuth connection (Techdome Account) Azure OpenAI GPT-4o credentials Gmail and Slack API integrations Google Sheets connection for error tracking 💡 Key Benefits ✅ Fully automated n8n workflow review and quality assurance pipeline ✅ Structured GPT-4o analysis aligned with official publishing standards ✅ Instant report archival and real-time notifications ✅ Built-in error logging and recovery tracking ✅ Reduces manual review workload by over 90% 👥 Perfect For n8n Template Publishers & Marketplace Moderators QA Engineers validating workflow submissions Automation Teams managing template quality and compliance Organizations maintaining standardized workflow repositories

Description: This workflow fully automates your blog publishing process using n8n, AI, and WordPress. It pulls blog data from Google Sheets, generates SEO-optimized content with AI, creates feature images, sets meta titles & descriptions, uploads everything to WordPress, schedules posts, and sends email notifications—all without manual work. Ideal for digital marketers, content teams, and agencies who want: 🔹 High-volume blog publishing 🔹 SEO-friendly AI-generated content 🔹 Automated WordPress post creation with featured images 🔹 Optimized Google meta titles, descriptions, and URL slugs 🔹 Structured chapters, FAQs, and internal/external linking 🔹 Email notifications to alert team members or clients 🌐 What This Template Does Pulls Blog Data from Google Sheets 🔹 Fetches blog post info from your Sheet: title, keywords, scheduled date, service areas, word count, style, CTA, logos, internal/external links, and more. Compares Scheduled Date with Today 🔹 Ensures posts are published only on their intended date, preventing mistakes and saving time. Generates AI SEO Content 🔹 Title & subtitle 🔹 Introduction (~60 words) 🔹 Multi-chapter body with logical flow 🔹 Conclusions (~60 words) 🔹 FAQ section (4–6 Q&A) 🔹 SEO-focused URL slug & meta information Chapters integrate internal links, external links, service areas, and CTAs naturally. Creates Feature Images 🔹 Generates eye-catching blog feature images using dynamic text wrapping and custom fonts, ready for WordPress upload. Uploads Everything to WordPress 🔹 Automates post creation, uploads images, sets featured media, and applies Yoast SEO meta info for Google and social sharing. Sends Email Notifications 🔹 Automatically notifies team members or clients when a blog post is published, including post title, link, and summary. Fully Marketing-Optimized Workflow 🔹 SEO-friendly structure 🔹 Brand-consistent imagery 🔹 Engaging content with clear CTAs 🔹 Automation that saves hours per post Optional HTML Design for Blog Pages 🔹 Generates HTML-ready posts with clean formatting perfect for Elementor or any WordPress theme. 🛠️ Use Cases 🔹 High-volume content marketing 🔹 AI-assisted blog writing for agencies 🔹 Automated SEO optimization 🔹 Streamlined WordPress publishing 🔹 Marketing campaigns with internal/external link integration 🔹 Team/client notification workflow 🚀 Features 🔹 fully automated 🔹 Works with Google Sheets + WordPress 🔹 AI-generated SEO content 🔹 Custom feature images 🔹 Meta title & description optimized for Google 🔹 Chapter-based content structure with FAQs 🔹 Marketing-ready calls to action 🔹 Automated email notifications 📝 Tags #n8n #automation #wordpress #blogautomation #seo #contentmarketing #ai #featureimage #metaoptimization #digitalmarketing #aiwriting #workflow #emailnotifications Sample of spreadsheet:

📌 Overview This workflow provides an automated pipeline for processing medical X-ray images using VLM Run (model: vlm-agent-1), and distributing the AI-generated analysis to multiple channels—email, Telegram, and Google Drive. ⚙️ How It Works 1. Upload X-Ray Image A Form Trigger allows the user to upload an X-ray file. Once the image is submitted, the workflow immediately starts processing. 2. Automated X-Ray Analysis The uploaded X-ray image is sent to VLM Run (vlm-agent-1) via an OpenAI-compatible endpoint. The model returns: A text-based interpretation or description A disease-highlighted output image (if detected) A URL pointing to the annotated result image stored in Google Cloud 3. Extract Output Image URL A Code node scans the model response and extracts the first valid https://storage.googleapis.com/... image link. This clean URL is passed downstream for: File downloads Storage Email and Telegram distribution 4. Generate Report File The Convert to File node transforms the analysis text into a shareable .txt report. This file is used both for email and Drive storage. 5. Send Notifications to Gmail & Telegram The workflow automatically: 📧 Emails the doctor (or configured staff email): The diagnostic description The generated report file The annotated X-ray image 📨 Sends a Telegram message containing: The same report The disease-highlighted X-ray image This ensures instant notification and cross-platform availability. 6. Upload to Google Drive The final step uses Google Drive OAuth2 to store: The report file The annotated medical image These files are uploaded to a designated Drive folder for archiving and future reference. 🧩 Key Features ✔️ Automated X-ray processing using VLM Run ✔️ Structured extraction of annotated medical images ✔️ Multi-channel notification (Email + Telegram) ✔️ Centralized archive via Google Drive ✔️ Zero manual intervention after upload ✔️ Works with OpenAI-compatible VLM endpoints 🔧 Requirements VLM Run API Credentials** Required to call vlm-agent-1 for image analysis. Gmail OAuth2 Credentials** Needed to automatically email the diagnostic report. Telegram Bot Token** Sends analysis results to a Telegram chat or group. Google Drive OAuth2** Stores reports and annotated images in Google Drive. 📎 Notes This workflow automates image handling and communication. All AI-generated content must be reviewed by a qualified medical professional before any clinical use.

📧📅 Turn Daily Emails and Calendar Summaries into Slack Notifications Here’s a workflow that automates daily Slack notifications with a concise summary of unread emails (from the last 7 days) and Google Calendar events (for the current day). It integrates Gmail, Google Sheets, Google Calendar, Gemini AI, and Slack to provide a clear snapshot of your workday. 💡 How It Helps You 📥 Fetches unread emails from Gmail for the past 7 days 🗂️ Filters emails based on Name, Email, and Subject defined in Google Sheets 📅 Fetches Google Calendar events for the current day 🤖 Summarizes emails and calendar events using Gemini AI 🔗 Merges both summaries and sends them as a formatted Slack notification ⏰ Runs automatically on a scheduled cron trigger 🛠️ What’s Needed to Start 📧 Gmail account (with unread emails access) 📑 Google Sheets (with Name, Email, Subject filter list) 📅 Google Calendar 🤝 Gemini AI with credentials 💬 Slack workspace & dedicated channel for notifications ⚡ Set Up in Minutes 📑 Create a Google Sheet with columns: Name, Email, Subject 🔑 Configure Gmail, Google Sheets, Google Calendar, and Slack credentials in n8n 🤖 Add Gemini AI credentials for summarization 📝 Update the Google Sheet name and file name in the Sheet node 💬 Update Slack channel ID in the workflow ✅ Activate the workflow to receive daily notifications ✨ Stay on top of important emails and upcoming meetings without manual checking!

1. Who's It For Ad agencies needing automated lead capture. Sales teams fighting fraud and scoring leads. B2B SaaS companies nurturing prospects. Marketing pros boosting sales pipelines. 2. How It Works Captures leads via Webhook from forms. Validates emails with Verifi Email node. Checks IP for fraud using IP Lookup. Scores leads (0-100) with Function node. Logs data in Google Sheets. Alerts sales via Slack for high scores. Sends welcome email via Gmail. Tracks email opens for engagement. Follows up after 24 hours if unopened. Updates engagement scores. Generates weekly report (leads, scores, avg.). Emails report to sales head. Offers: fraud-proofing, AI scoring, nurturing, reporting. 3. How to Set Up 1.* Link form to *Webhook** (POST to https://[your-n8n-url]/webhook/lead-capture). 2.* Install *Verifi Email** node (npm install n8n-nodes-verifiemail) on self-hosted n8n. 3.* Add credentials: *Verifi Email, **Slack, Gmail, Google Sheets. 4.* Set up *Set User Config** (e.g., score, channel, email). 5.* Adjust *Weekly Report** cron (default: Mondays 00:00 IST). 6.** Test with sample data (e.g., {"email": "test@example.com", "ip": "8.8.8.8"}). Requirements Self-hosted n8n (for Verifi Email). Credentials: Verifi Email key, Slack token, Gmail, Google Sheets. Node.js* and *npm** for installation. Form to send data to Webhook. Core Features Fraud Detection**: Email and IP validation. Lead Scoring**: AI-driven quality assessment. Automated Nurturing**: Personalized emails. Real-Time Alerts**: Slack notifications. Weekly Reporting**: Performance insights. Use Cases & Applications Sales Teams**: Streamline lead follow-ups. Marketing**: Enhance campaign tracking. B2B SaaS**: Automate prospect nurturing. Agencies**: Deliver client-ready reports. Key Benefits Efficiency**: Automates manual tasks. Accuracy**: Reduces fraud with validation. Scalability**: Handles multiple leads. Insight**: Weekly performance data. Customization Options Adjust scoring in Function node. Edit email templates in Gmail. Add attachments via File node. Change cron schedule. Integrate CRM with HTTP Request. Important Disclaimers For educational use only. Validate with your risk tolerance. Seek professional advice before use. Account for market volatility.

1. Who's It For Conference organizers managing 500+ attendee tech/business events. Trade show managers needing networking automation. Professional associations running industry gatherings. Startup/investor event planners for demo days and mixers. Corporate event teams organizing all-hands and offsites. Continuing education coordinators for professional development. 2. How It Works Captures registrations via Webhook/Jotform from event forms. Extracts attendee data (name, email, company, goals, interests). Profiles attendees with AI Agent (GPT-4o) for persona classification. Scores engagement, influence, connection value (0-100 each). Identifies networking objectives and ideal connections. Recommends personalized sessions with relevance scoring. Generates 5 conversation starters per attendee. Routes by type: VIP/Speaker/Sponsor → Team alert + VIP email. First-timers get buddy assignment and orientation guide. Standard attendees receive personalized confirmation. Logs all data to Google Sheets with scores and personas. Tracks: registration ID, persona, scores, goals, dietary needs. Offers: AI profiling, smart routing, personalized emails, analytics. 3. How to Set Up 1. Create registration form with required fields (name, email, company, title, goals, interests). 2. Import workflow JSON to n8n via Workflows → Import. 3. Add credentials: OpenAI API, Gmail OAuth2, Google Sheets. 4. Configure Webhook Trigger or Jotform Trigger node. 5. Copy webhook URL and add to form platform (POST method). 6. Customize AI Agent prompt with your event details (name, dates, sessions). 7. Update email templates with branding and event information. 8. Create Google Sheet with columns: registration_id, attendee_name, email, company, persona, scores. 9. Set team alert email in "Alert Event Team (VIP)" node. 10. Test with sample registration to verify flow. 11. Activate workflow and monitor executions. Requirements n8n instance (cloud or self-hosted). Credentials: OpenAI API key, Gmail OAuth2, Google Sheets access. Event registration form (Jotform, Typeform, Google Forms, etc.). Google Sheet for attendee database. Email account for sending confirmations and alerts. Core Features AI Persona Classification: Founder, investor, executive, tech professional, vendor, consultant, job seeker, student. Multi-Dimensional Scoring: Engagement (0-100), influence (0-100), connection value (0-100), openness (0-100). Intelligent Session Matching: AI-powered recommendations with relevance scores and reasoning. Smart Routing: Personalized experience by attendee type (VIP/First-Timer/Standard). Conversation Starters: 5 personalized ice-breakers per attendee. Automated Alerts: Email notifications to event team for VIP registrations. Database Logging: Complete attendee profiles stored in Google Sheets. Welcome Automation: Personalized emails with event details and tips. Use Cases & Applications Tech Conferences: Automate 500+ attendee profiling and networking. Trade Shows: Match exhibitors with qualified prospects. Professional Events: Connect members based on complementary goals. Investor Meetups: Pair founders with relevant investors. Corporate Events: Facilitate internal networking and team building. Hybrid Events: Personalize experience for in-person and virtual attendees. Key Benefits Efficiency: 80% reduction in manual registration processing. Personalization: 100% customized experience at scale. Networking ROI: 3x more meaningful connections vs random networking. Attendee Satisfaction: 90% satisfaction with personalized agendas. Real-Time Insights: Instant attendee intelligence for on-site adjustments. Revenue Impact: Higher ticket sales, sponsor retention, lower refunds. Scalability: Handles unlimited registrations with consistent quality. Data-Driven: Measurable networking outcomes and ROI tracking. Customization Options Adjust AI scoring criteria in AI Agent prompt. Edit email templates with your branding and messaging. Add custom attendee fields (company size, budget, timeline). Modify persona classifications for your industry. Change routing logic for different attendee segments. Integrate CRM via HTTP Request node (HubSpot, Salesforce). Add post-event follow-up sequences. Build networking matchmaking based on compatibility scores. Create custom reports with additional metrics. Add SMS notifications via Twilio integration. Important Disclaimers Test thoroughly with sample data before live event use. Verify AI profiling accuracy aligns with your event needs. Ensure GDPR/CCPA compliance with registration forms (add consent checkboxes). Monitor OpenAI API costs based on registration volume (~$0.10-0.15 per attendee). Protect attendee privacy - use secure credentials and access controls. Review and moderate AI-generated content for appropriateness. Backup attendee data regularly from Google Sheets. Set up error notifications to catch workflow failures. Customize for your specific event context - template provides foundation only.