Workflow Templates

Generate Secure User Authentication with One Webhook Streamline user onboarding and security for your applications using this n8n workflow. This template handles signup, login, and password resets through a single endpoint, making it ideal for developers building MVPs or scaling apps without a full authentication backend. Who Is This For? This workflow is designed for: Developers, indie hackers, and teams building web, mobile, or API-driven applications. Those who need a quick and secure authentication layer. Anyone tired of writing custom auth code or managing third-party services like Auth0 for simple needs. This template integrates seamlessly into your n8n setup. What Problem Does This Workflow Solve? Building authentication from scratch is time-consuming and complex: User Management: Managing registration, credential verification, and password recovery can take weeks of development time. Security: Ensuring secure password hashing, case-insensitive email matching, and robust error handling adds significant complexity. Integration: Creating consistent APIs for apps (e.g., React Native, Next.js, Flutter) is challenging. This workflow provides a battle-tested, webhook-based authentication system that is: Database-agnostic (works with PostgreSQL/Supabase). Extensible—deploy once and integrate across all your apps. What This Workflow Does The workflow handles authentication tasks through a single webhook endpoint, offering the following functionality: Webhook Entry: Listens for POST requests at /webhook/auth. Processes a simple JSON payload, routing actions via a "path" parameter (signup, signin, forgot). Signup: Inserts new users into your database. Uses bcrypt-hashed passwords (via pgcrypto). Returns user details in the response. Login: Queries for case-insensitive email matches. Verifies passwords securely. Returns user information on successful login. Forgot Password: Generates a random 8-character password. Updates the password hash in the database. Returns the new password (suitable for email delivery). Routing & Validation: Uses n8n Switch and IF nodes to securely handle paths and credentials. Standardized Responses: Outputs clean JSON with status, message, and data for easy frontend parsing. Error Handling: Gracefully manages invalid inputs, duplicate entries, or database errors. No more boilerplate—get authentication up and running in minutes! Setup Instructions Follow these steps to set up the workflow: Connect Your Accounts: Use PostgreSQL or Supabase for user storage (free tiers are sufficient). Enable the following PostgreSQL extensions: uuid-ossp and pgcrypto. Create the Users Table: sqlCREATE TABLE users ( id uuid PRIMARY KEY DEFAULT uuid_generate_v4(), full_name text NOT NULL, email text UNIQUE NOT NULL, password_hash text NOT NULL, created_at timestamptz DEFAULT now() ); Configure Credentials : Add PostgreSQL credentials to the n8n nodes ("Signup", "Login", "Reset Password"). Import the JSON workflow into n8n. Activate the workflow. Test the Workflow: Use Postman or curl to send requests to the auto-generated webhook URL. How to Customize This Workflow Extend the workflow to fit your specific needs with these modifications: Add JWT Sessions: Insert a node after successful login to generate and sign JWT tokens (e.g., using the Crypto node). Email Integration: Add a SendGrid or Mailgun node to the "Forgot Password" flow to automatically send new credentials. Rate Limiting: Include an HTTP Request node to check usage quotas before processing requests. Multi-Database Support: Replace PostgreSQL with MySQL or MongoDB by updating the query nodes. Frontend Enhancements: Extend JSON responses to include user avatars or roles by joining additional tables in SQL queries. Triggers: Add a Schedule node for batch user imports. Include a webhook for external authentication calls.

Follow LinkedIn profiles from Google Sheets via ConnectSafely Who's it for This workflow is designed for sales professionals, recruiters, marketers, and business development teams who need to scale their LinkedIn networking efforts. Perfect for anyone managing lead generation campaigns, building industry connections, or conducting competitor research at scale. How it works The workflow automates LinkedIn profile following by reading a list of target profiles from Google Sheets, processing each profile through ConnectSafely.ai's platform-compliant automation, and tracking completion status back to your spreadsheet. The automation maintains LinkedIn's compliance standards while eliminating manual clicking. Watch the complete step-by-step implementation guide: Setup steps Step 1: Install ConnectSafely.ai n8n Package Install the official ConnectSafely.ai community node: Package name: n8n-nodes-connectsafely.ai Installation Methods: Option A: Via n8n Interface Navigate to Settings → Community Nodes Search for n8n-nodes-connectsafely.ai Click Install Option B: Via npm npm install n8n-nodes-connectsafely.ai Important: A complete n8n restart is required after installation for the nodes to appear. Step 2: Prepare Your Google Sheet Structure your Google Sheet with the following columns: | Column Name | Description | Required | |------------|-------------|----------| | LinkedIn Url | LinkedIn profile URL or ID | Yes | | First Name | Contact's first name | Optional | | Tagline | Contact's headline/title | Optional | | Status | Processing status (pending/done) | Yes | | row_number | Auto-generated row identifier | Yes | Sample Data Format: LinkedIn Url: https://www.linkedin.com/in/username Status: pending Step 3: Configure Google Sheets Integration Add Google Sheets node (Get Rows operation) Authenticate with Google OAuth: Client ID Client Secret OAuth Token Select your document and sheet Configure to pull all rows with pending status Step 4: Configure ConnectSafely.ai Credentials Obtain API Credentials Log into ConnectSafely.ai Dashboard Navigate to Settings → API Keys Generate a new API key Copy your Account ID from the Accounts section Configure n8n Node Add ConnectSafely LinkedIn node Select Follow a User operation Add credentials: API Key: Paste your ConnectSafely API key Account ID: Your LinkedIn account ID from dashboard Map Profile ID field: Use expression: {{ $json['LinkedIn Url'] }} This dynamically pulls the profile URL from each row Step 5: Configure Status Tracking Add a second Google Sheets node for status updates: Select Update Row operation Choose the same Google Sheet Configure column mapping: Matching Column: row_number Update Field: Status → done Map row_number expression: {{ $('Get row(s) in sheet').item.json.row_number }} This ensures accurate tracking of processed profiles and enables workflow resumption. Customization Add delay nodes for large batches (500+ profiles) Implement error handling for failed attempts Extend to CRM integration or connection requests Add analytics tracking for follow-back monitoring Use Cases Lead Generation**: Follow prospects and potential customers at scale Network Building**: Expand your LinkedIn network with relevant industry professionals Competitor Analysis**: Track and follow key players in your market Influencer Outreach**: Connect with thought leaders and content creators Event Networking**: Follow attendees and speakers from conferences and webinars Troubleshooting Common Issues & Solutions Issue: ConnectSafely node not appearing after installation Solution**: Ensure complete n8n restart (not just workflow refresh) Issue: Authentication errors with ConnectSafely API Solution**: Verify API key has proper permissions in dashboard Issue: Profile ID format errors Solution**: Ensure you're passing LinkedIn profile IDs or full URLs, not partial paths Issue: Google Sheets not updating status Solution**: Confirm row_number column exists and mapping is correct Issue: Workflow stops mid-execution Solution**: Check Google Sheets has Status column with "pending" values; verify rate limits Advanced Configuration Scaling Considerations Batch Processing**: Add delay nodes between executions for large lists (500+ profiles) Error Handling**: Implement error workflows for failed follow attempts Retry Logic**: Configure automatic retries for temporary failures Logging**: Add nodes to track execution metrics and performance Integration Extensions This workflow can be extended to include: CRM Integration**: Update contact records with follow status Connection Requests**: Modify to send personalized connection requests Engagement Tracking**: Monitor who follows back Multi-Platform**: Expand to other social networks Analytics Dashboard**: Feed data to BI tools for reporting Documentation & Resources Official Documentation ConnectSafely.ai Docs**: https://connectsafely.ai/docs n8n Package Details**: https://connectsafely.ai/n8n-docs API Reference**: Available in ConnectSafely dashboard Support Channels Email Support**: support@connectsafely.ai Documentation**: https://connectsafely.ai/docs Custom Workflows**: Contact us for custom automation Connect With Us Stay updated with the latest automation tips, LinkedIn strategies, and platform updates: LinkedIn**: linkedin.com/company/connectsafelyai YouTube**: youtube.com/@ConnectSafelyAI-v2x Instagram**: instagram.com/connectsafely.ai Facebook**: facebook.com/connectsafelyai X (Twitter)**: x.com/AiConnectsafely Bluesky**: connectsafelyai.bsky.social Mastodon**: mastodon.social/@connectsafely Need Custom Workflows? Looking to build sophisticated LinkedIn automation workflows tailored to your business needs? Contact our team for custom automation development, strategy consulting, and enterprise solutions. We specialize in: Multi-channel engagement workflows Lead scoring and qualification automation CRM integration and data synchronization Custom reporting and analytics pipelines Team collaboration and approval workflows

Enhance event logistics with this automated n8n workflow. Triggered by seating requests, it fetches attendee data and venue templates from Google Sheets, calculates totals, and optimizes seating layouts. The workflow generates detailed recommendations, splits individual assignments, and sends alerts, ensuring efficient venue planning and real-time updates. 🎪📋 Key Features Optimizes seating arrangements based on attendee data and event type. Generates venue layouts with visual and statistical insights. Provides real-time alerts with comprehensive seating plans. Logs detailed assignments and layouts in Google Sheets. Workflow Process The Webhook Trigger node initiates the workflow upon receiving venue requirements and attendee data via webhook. Validate Request Data** ensures the incoming data is complete and accurate. Fetch Attendee Data** retrieves attendee information, including groups, accessibility needs, and VIP preferences from Google Sheets. Fetch Venue Templates** reads venue layout templates from Google Sheets. Calculate Totals** aggregates attendee data and venue constraints for optimal planning. Combine All Data** merges attendee and venue data for analysis. AI Optimization** uses algorithms to calculate optimal seating based on venue dimensions, attendee groups, accessibility needs, VIP placement, and aisle placement. Optimize Seating Layout** refines the seating plan for efficiency. Format Recommendations** structures the seating plan with visual layout map, seat assignments, statistics & metrics, and optimization tips. Split Seat Assignments** divides the plan into individual seat assignments. Send Response** returns the complete seating plan with visual layout map, seat assignment list, statistics & recommendations, and export-ready format. Send Alert** notifies organizers with the finalized plan details. Update Sheets** saves the master plan summary, individual seat assignments, and layout specifications to Google Sheets. Save Individual Assignments** appends or updates individual seat assignments to Google Sheets. Setup Instructions Import the workflow into n8n and configure Google Sheets OAuth2 for data access. Set up the Webhook Trigger with your event management system's API credentials. Configure the AI Optimization node with a suitable algorithm or model. Test the workflow by sending sample seating requests and verifying layouts. Adjust optimization parameters as needed for specific venue or event requirements. Prerequisites Google Sheets OAuth2 credentials Webhook integration with the event management system Structured attendee and venue data in a Google Sheet Google Sheet Structure: Attendee Data Sheet with columns: Name Group Accessibility Needs VIP Status Preferences Updated At Venue Templates Sheet with columns: Venue Name Capacity Dimensions Layout Template Updated At Modification Options Customize the Validate Request Data node to include additional validation rules. Adjust the AI Optimization node to prioritize specific criteria (e.g., proximity, accessibility). Modify the Format Recommendations node to include custom visual formats. Integrate with venue management tools for live layout updates. Set custom alert triggers in the Send Alert node. Discover more workflows – Get in touch with us

This automated workflow template helps agencies and social media managers securely onboard clients by generating a branded Connect Accounts page where clients can link their social profiles without sharing passwords. The flow creates a user in Upload-Post and returns a one-hour magic link you can send to the client. Once connected, you can publish from the Upload-Post dashboard, via API, or from your own n8n automations using the created profile name. Note:* This workflow uses the **Upload-Post.com API to create the user and generate a time-limited JWT connect link. You can brand the connect page with your logo via the logoImage parameter (and optionally brandName, redirectUrl, or allowedPlatforms). Who Is This For? Marketing & Creative Agencies:** Onboard new clients quickly and securely without requesting credentials. Social Media Managers & Freelancers:** Standardize account connection across all clients in one simple step. SaaS & No-Code Builders:** Offer a white-label “connect your socials” experience inside your tools and client portals. In-House Marketing Teams:** Let internal stakeholders connect brand accounts without IT hand-offs. Why This Matters Collecting passwords is risky, slow, and non-compliant. Onboarding often means back-and-forth emails, shared logins, and manual setup. This template: Eliminates Password Sharing:** Clients connect through secure OAuth flows. Reduces Friction:** A single, short-lived link guides clients to connect supported platforms. Speeds Activation:** As soon as accounts are linked, you can publish from the dashboard, API, or n8n. Builds Trust & Compliance:** Brandable, auditable, and privacy-first onboarding. How It Works Trigger: Start the workflow in n8n. Create User: The Create user node provisions a client user in Upload-Post (use a unique handle/slug). Generate Connect Link: The Generate JWT for platform integration node returns a one-hour connect URL (plus metadata), brandable via logoImage. Share With Client: Send the link via your preferred channel (Email/Telegram/Slack/CRM). Client Connects Accounts: The client links their social profiles on the secure page—no passwords required. Start Publishing: Post from https://app.upload-post.com/dashboard, the Upload-Post API, or your n8n flows referencing the created profile name. Setup Upload-Post Account & Credentials Create an account at upload-post.com and add your API credentials in n8n. Configure Nodes Create user: Set newUser to a unique identifier (e.g., client email/slug). Generate JWT: Set user to the same identifier and (optionally) logoImage to a public logo URL. You can also pass brandName, redirectUrl, and allowedPlatforms. Branding (Optional) Use a square transparent PNG for best results on the connect page. Delivery (Optional) Add Email/Telegram/Slack nodes to automatically send the connect link to the client and log the action in your CRM. Requirements Accounts:** n8n, Upload-Post.com API Keys/Creds:** Upload-Post API credentials Social Media:** Clients must have the social accounts they want to connect Features Secure Client Onboarding:* One-click, *no-password** account linking via OAuth. Time-Limited Access:* *One-hour** magic link for safer sharing and compliance. Brandable Experience:** Show your own branding on the connect page with logoImage (plus brandName). Ready to Publish:** Post immediately from the dashboard, API, or n8n using the profile name. Scales With You:** Reuse the template for every client and integrate with your CRM and comms tools. Multi-Platform Support:** Works with all social platforms supported by Upload-Post (e.g., TikTok, Instagram, YouTube, Facebook, X, Threads, LinkedIn, Pinterest). Use this template to onboard clients in minutes and start publishing securely—without ever asking for a password.

🚀 Auto-Save Instagram Leads to Google Sheets This workflow automatically captures leads submitted through an Instagram Form and saves the data directly to a Google Sheet. It ensures that every new lead is instantly logged, creating a centralized database for your marketing and sales teams. ⚙️ How It Works Receive Lead Data The workflow starts with an Instagram Lead Webhook that listens for new lead submissions from your Instagram account's lead form. Normalize Data A Code node processes the raw data received from Instagram. This node normalizes the lead information, such as name, email, and phone number, into a consistent format. It also adds a "Source" field to identify the lead as coming from Instagram and timestamps the entry. Save to Google Sheets Finally, the Save to Google Sheets node takes the normalized data and appends it as a new row in your designated Google Sheet. It uses the email field to check for existing entries and can either append a new row or update an existing one, preventing duplicate data. 🛠️ Setup Steps 1. Create Google Sheet Create a new Google Sheet with the following headers in the first row (A1): 2. Get Sheet ID Find your Sheet ID in the URL of your Google Sheet. It's the long string of characters between /d/ and /edit. Example: Replace YOUR_GOOGLE_SHEET_ID in the Save to Google Sheets node with your actual ID. 3. Connect Instagram Form Copy the Webhook URL from the "Instagram Lead Webhook" node. In your Instagram lead form settings, paste this URL as the webhook destination. Ensure your form fields are mapped correctly (e.g., name, email, phone, message). ✅ Once configured, every Instagram lead will instantly appear in your Google Sheet — organized, timestamped, and ready for follow-up.

What it does This workflow automates your X (Twitter) engagement by acting as an auto-responder. It runs on a schedule, searches for new tweets based on a specific query (like a hashtag, keyword, or mention), and automatically sends a reply. How it works Schedule Trigger: Runs the workflow automatically at your chosen interval (e.g., every 15 minutes). Search Tweets (HTTP): Uses the X (Twitter) API v2 to find recent tweets matching your search query. Error & Success Handling: If the search is successful, it proceeds to prepare a reply. It includes error handling for common issues like Rate Limits or if No Tweets are found. Send Reply (HTTP): Posts the reply to the tweet. Duplicate Check: Includes logic to check if a reply has already been sent to avoid spamming. How to set up Credentials: You must have an X (Twitter) Developer Account (v2). Add your credentials to n8n. Search Node: In the "Search Tweets" node, update the query parameter with your own search terms (e.g., #n8n or from:username). Reply Node: In the "Prepare Reply" node, customize the text you want to send. Activate: Set your desired schedule in the "Schedule Trigger" node and activate the workflow. Requirements An active n8n instance. An X (Twitter) Developer Account with Elevated (v2) access. X (Twitter) API v2 credentials. How to customize the workflow Change Schedule:** Modify the "Schedule Trigger" to run more or less frequently. Dynamic Replies:** Enhance the "Prepare Reply" node with an AI node (like OpenAI) to generate unique replies instead of static text. Add Filters:** Add an "IF" node after "Search Tweets" to filter out tweets you don't want to reply to.

🪐 Use case Automatically surface and insert the three most relevant “Related articles” at the end of every Shopify blog post to boost session depth, SEO, and reader engagement. ⚙️ What this workflow does Pulls all published articles from a selected Shopify Blog using the Admin API. Cleans the HTML content (removes existing .related-articles blocks) and extracts text for embeddings. Generates OpenAI embeddings (text-embedding-3-small) and stores them in n8n Data Tables. Calculates semantic similarity (cosine distance) between articles to identify the top matches. Selects the Top 3 most relevant related posts for each article (configurable). Dynamically builds a `` HTML section and updates the article on Shopify. Runs on a weekly schedule to keep relations fresh as new content is added. 🧩 Setup Create 3 Data Tables: articles article_relations article_related_links_snapshot Add credentials: Shopify Admin API Access Token OpenAI API Key Set environment variables in the Workflow Configuration node: shopifyBlogId shopifyBlogDomain shopifyStoreName shopApiVersion percent_minimum_similarity (default 70) (Optional) Keep or modify the Schedule Trigger (default: every week at 20:00). 🛠️ How to adjust this template Modify the similarity threshold or number of related posts displayed. Edit the HTML snippet or CSS classes for the related section. Integrate a second OpenAI model to rewrite link titles or summaries for better UX. 💡 Ideal for Shopify content teams and SEO strategists who want automated, context-aware internal linking to improve engagement and organic ranking.

Multi-Version Content Generator with AI Scoring & Advocacy Preference Ranking ✍️ Who’s it for 🐾 This workflow is ideal for animal advocates, campaign managers, and content creators who want to generate multiple versions of written content—such as blog posts, emails, or social media captions—and identify the most effective and persuasive options using advanced AI scoring models. How it works / What it does ⚙️ The flow takes user input specifying content type, tone, style, and topic. It calls a powerful research and content generation subworkflow to produce five fully written content variations. These are split and passed to a scoring subworkflow that uses Open Paws AI models trained on real-world social media and email marketing data, combined with evaluations from animal advocacy experts. Finally, it aggregates the content with their performance and prediction scores, outputting a ranked list of content options. How to set up 🛠️ Add the following subworkflows to your n8n instance before running this flow: Multi-Tool Research Agent for Animal Advocacy Evaluate Animal Advocacy Text with Hugging Face & Open Paws AI Models Requirements 📋 n8n instance API key for OpenRouter The linked research and scoring subworkflows installed and accessible How to customize the workflow 🎨 Modify the user input fields to change content type, tone, style, and topic. You can extend the scoring node or integrate this flow as a subworkflow within larger automation pipelines—for example, to schedule posting or feed an AI agent for content selection.

This n8n template saves you hours of manual SEO work by automatically parsing your sitemap and submitting updated URLs to Google and Bing (IndexNow). Who’s it for Site owners, SEOs, and marketers who want a single automation to notify Google (Indexing API) and Bing (via IndexNow) whenever site URLs are added or updated. No more need to update it manually. Hours saved What it does This workflow parses your sitemap.xml, and for each URLs that have been changed on the last X days (this is a setting from Config node), submit them to Google and Bing via IndexNow. Before submitting to Google it checks the status. For IndexNow it just submits based on the last updated date it can find on the sitemap. How it works Parses your sitemap(s)to generate a list of urls ordered by lastmod date. Create a batch of the urls updated in the last X days (settings DAYS_BACK from the "Config" node) For Google, it first aks the current indexing notification status of this exact URL. If the sitemap shows the page was modified after the last submission, the workflow sends a new "URL_UPDATED" notification to Google. If Google has no record (404), it means the URL was never submitted and the workflow treats it as new and submits it. For Bing through IndexNow, it only sends “recently changed URLs” based on the sitemap’s <lastmod> and the variable DAYS_BACK from the Config Node, by batches of 500 (current limit recommendation by Bing). IndexNow doesn't have an API to check the status of the url. Requirements Google Indexing API credentials (Service Account with https://www.googleapis.com/auth/indexing scope, added as Owner in Search Console). IndexNow API key: you can create it here https://www.bing.com/indexnow/getstarted. How to use Edit the "Config" node with your data & preferences (everything explain in the workflow). Edit the "Check status (Google)" and "URL updated (Google)" node with your Google service account credentials. Execute the workflow to test it Set up a cron with the "Schedule Trigger" node depending on your needs

Incident Reporting & Management Workflow (Form + Google Sheets + Email) This workflow automates incident reporting and management for operations teams by connecting a public reporting form with real-time logging in Google Sheets and instant alert emails to your support team. Whenever an incident is reported via the n8n form/webhook, all details are saved securely and immediately and the right people are notified the moment issues occur. It's a fast, scalable solution for reliable incident handling. Who’s It For Renewable energy operators (solar/wind/green energy). Facility and plant managers. Environmental, EHS and safety teams. Technical support and incident response crews. Maintenance & field operations teams. Anyone aiming for compliance-ready, audit-friendly digital issue reporting. How It Works Form Submission: An n8n-powered form (or webhook endpoint) receives incident reports, capturing all key details: reporter info, contact, location, date/time, type, severity, actions taken, photos and more. Log to Google Sheets: Each report is instantly appended as a new row in a secure Google Sheet, creating a searchable, timestamped audit trail. Email Alert (Gmail): An automatic email with incident summary and critical details lands in the support team’s inbox seconds after submission—ensuring your response is always prompt. Workflow Automation: These nodes are linked in n8n, enabling no-code/low-code back-end automation for complete visibility and control. How to Set Up Import Workflow: In n8n, use "Import from File" to upload the workflow JSON provided. Edit Configuration: Update form fields as needed (label, validations, options for severity/category). Enter your Google Sheet ID and sharing settings. Configure Gmail/SMTP credentials and recipient address (example: supportteam@mailinator.com or your own team). Deploy Webhook: Copy your n8n webhook URL and connect it to your reporting interface (form, app, device, etc.). Activate: Enable the workflow in n8n. Submissions are now handled in real time. Test: Submit a sample incident to make sure data logs in Google Sheets and the alert email arrives as expected. Requirements | Tool | Purpose | |-----------------|-----------------------------------| | n8n Instance | Orchestrates the workflow | | Google Account | To access/use Google Sheets | | Gmail/SMTP | For sending incident alerts | | Incident Source | n8n Form, webhook, app or device| How to Customize Form Fields**: Add/remove fields or validations in the n8n form for organization-specific needs (e.g., add photos, custom categories). Alert Routing**: Use IF nodes to send critical alerts via Slack, SMS or escalate to on-call teams based on severity/type. Backend**: Replace Google Sheets with Notion, Airtable, PostgreSQL or other databases. Reporting**: Add PDF nodes to auto-generate and send report summaries. Integrations**: Push incidents to ticketing, asset tracking or calendar scheduling workflows. Add‑Ons (Optional Extensions) | Feature | Description | |------------------|------------------------------------------------------| | Slack Alerts | Instantly notify Slack channels on critical issues | | Database Logging | Store reports in SQL/NoSQL systems | | PDF Generation | Email ready-to-use incident reports as PDFs | | Calendar Events | Schedule follow-ups or deadline reminders | | AI Categorization| Auto-classify incidents by severity/type | | Task Creation | Open tickets in Jira, Trello, ClickUp or Asana | Use Case Examples Field engineers report solar inverter faults with mobile forms. Security personnel log site intrusions, with photos and severity. IoT sensors auto-post equipment failures as incidents. Compliance or EHS teams capture safety observations in real time. Technicians submit maintenance or post-repair issues instantly. Common Troubleshooting | Issue | Possible Cause | Solution | |--------------------------|---------------------------------------|----------------------------------------------------------| | Form not triggering | Webhook URL incorrect | Double-check webhook endpoint and method (POST) | | Email not delivered | Wrong SMTP/Gmail credentials | Re-enter credentials or verify SMTP access | | Google Sheets not updated| Sheets ID wrong/missing permissions | Use correct ID, share sheet with service account or make accessible | | Missing report fields in log | Form field names or types mismatched| Align JSON/form data keys with workflow node mappings | | Attachments not saved | Field not set for file type | Review form field definitions and adjust as needed | Need Help? Want a tailored setup, advanced automations or powerful add-ons (AI, SLAs, PDF logs, ticketing integration)? Our n8n workflow experts at WeblineIndia are ready to help you engineer seamless incident management for any industry. 👉 Contact WeblineIndia — Your Automation partner for smart preventive maintenance and calendar-driven ops!

This n8n workflow automates the prioritization and scheduling of sales orders based on customer SLAs, urgency, and profitability. It ensures that high-priority and SLA-critical orders are picked, packed, and dispatched first—improving fulfillment speed, customer satisfaction, and operational efficiency across warehouses and logistics. Key Features Automated Order Fetching:** Periodically retrieves all pending or confirmed sales orders from ERP systems. Dynamic SLA-Based Prioritization:** Calculates order priority scores using urgency, customer tier, order value, and profit margin. Intelligent SLA Monitoring:** Identifies SLA breaches and automatically flags them for immediate handling. Automated Task Creation:** Generates urgent picking tasks and alerts warehouse managers in real-time. Smart Scheduling:** Optimizes picking and dispatch timelines based on urgency and capacity. Seamless ERP & TMS Integration:** Updates order statuses and schedules dispatches automatically. Operational Transparency:** Sends end-of-cycle summary reports via email to operations teams. Workflow Process Schedule Trigger Runs every 15 minutes to ensure orders are frequently evaluated. Maintains real-time responsiveness without overloading systems. Fetch Pending Orders Retrieves all orders in pending or confirmed state from ERP API. Configurable limit (e.g., 100 orders per run) for controlled processing. Fetch Customer SLA Data Collects SLA tiers, delivery timeframes, and customer-specific priorities from ERP or CRM API. Supports dynamic customer segmentation (Gold, Silver, Bronze tiers). Calculate Priority Scores Assigns weighted priority scores based on multiple criteria: Urgency: 40% Tier: 30% Order Value: 20% Profit Margin: 10% Produces a composite score used for sorting and scheduling. Check if SLA Critical Detects if any order is close to or past SLA deadlines. Routes SLA-breached orders for immediate escalation. Create Urgent Picking Task Generates warehouse picking tasks for critical orders. Assigns to senior pickers or rapid response teams. Alert Warehouse Manager Sends instant SMS and email alerts for SLA-critical or high-priority orders. Ensures immediate managerial attention. Batch Normal Orders Groups non-critical orders into batches of 10 for optimized processing. Reduces load on WMS while maintaining steady throughput. Generate Picking Schedule Creates smart picking schedules based on urgency: High Priority: Same-day Normal: Within 1 day Low: Within 2–3 days Create Bulk Picking Tasks Pushes picking tasks into WMS (Warehouse Management System). Uses auto-assignment and route optimization logic. Generate Dispatch Schedule Builds dispatch timelines according to delivery method: Express, Priority, or Standard. Syncs with transport capacity data. Schedule Dispatches in TMS Sends dispatch requests to TMS (Transport Management System). Books carriers and reserves capacity for each batch. Update Order Statuses Updates ERP with new order statuses, schedules, and expected delivery dates. Maintains a unified view across systems. Generate Summary Report Creates a summary JSON report including: Total orders processed SLA-critical cases Dispatch breakdowns Next deadlines Send Summary Notification Emails the operations team with execution summary and performance metrics. Ensures team alignment and SLA visibility. Industries That Benefit This automation is especially valuable for: E-commerce & Retail:** To prioritize same-day or express deliveries for VIP customers. Logistics & 3PL Providers:** For meeting tight SLAs across multiple clients and delivery tiers. Manufacturing & B2B Distribution:** Ensures high-value or contractual orders are prioritized. Pharma & Healthcare:** Critical for time-sensitive and compliance-driven deliveries. Consumer Goods & FMCG:** Helps manage high-volume dispatch with smart scheduling. Prerequisites ERP system with API access (e.g., SAP, Odoo, NetSuite). WMS and TMS integrations with order/task APIs. SMTP and SMS gateway credentials for notifications. n8n instance with HTTP, Function, Email, and Scheduler nodes installed. Modification Options Customize priority scoring weights per business type. Integrate AI for predictive SLA breach forecasting. Add Slack/Teams channels for real-time operational alerts. Implement escalation routing for unassigned urgent tasks. Extend reports to include OTIF (On-Time-In-Full) metrics. Explore More AI-Powered Workflows: Contact us for customized supply chain and order management automation.

AI Conference Intelligence & Networking Optimizer with ScrapeGraphAI > ⚠️ IMPORTANT: This template requires a self-hosted n8n instance with ScrapeGraphAI integration. It cannot be used with n8n Cloud due to web scraping capabilities. This workflow automatically discovers industry conferences and provides AI-powered networking intelligence to maximize your event ROI. How it works This workflow automatically discovers industry conferences and provides AI-powered networking intelligence to maximize your event ROI. Key Steps Scheduled Discovery - Runs weekly to find new industry conferences from Eventbrite and other sources. AI-Powered Scraping - Uses ScrapeGraphAI to extract comprehensive conference information including speakers, agenda, and networking opportunities. Speaker Intelligence - Analyzes speakers to identify high-priority networking targets based on their role, company, and expertise. Agenda Analysis - Extracts and maps the complete conference schedule to optimize your time and networking strategy. Networking Strategy - Generates AI-powered recommendations for maximizing networking ROI with prioritized contact lists and approach strategies. Set up steps Setup time: 10-15 minutes Configure ScrapeGraphAI credentials - Add your ScrapeGraphAI API key for web scraping capabilities. Customize conference sources - Update the Eventbrite URL to target specific industries or locations. Adjust monitoring frequency - Modify the weekly trigger to match your conference discovery needs. Review networking priorities - The system automatically prioritizes speakers, but you can customize the criteria. Technical Configuration Prerequisites Self-hosted n8n instance (version 1.0+) ScrapeGraphAI API credentials Eventbrite API access (optional, for enhanced data) API Configuration ScrapeGraphAI Setup Sign up at https://scrapegraph.ai Generate API key from dashboard Add credentials in n8n: Settings > Credentials > Add Credential > ScrapeGraphAI Customization Examples Modify Conference Sources: // In Eventbrite Scraper node, update the URL: const targetUrl = "https://www.eventbrite.com/d/united-states/technology/"; const industryFilter = "?q=artificial+intelligence"; Adjust Networking Priorities: // In Speaker Intelligence node, modify scoring weights: const priorityWeights = { executive_level: 0.4, company_size: 0.3, industry_relevance: 0.2, speaking_topic: 0.1 }; Customize Output Format: // In Networking Strategy node, modify output structure: const outputFormat = { high_priority: speakers.filter(s => s.score > 8), medium_priority: speakers.filter(s => s.score > 6 && s.score <= 8), networking_plan: generateApproachStrategy(speakers) }; Data Storage & Output Formats Storage Options Local JSON files** - Default storage for conference data Google Drive** - For sharing reports with team Database** - PostgreSQL/MySQL for enterprise deployments Cloud Storage** - AWS S3, Google Cloud Storage Output Formats JSON** - Raw data for API integration CSV** - For spreadsheet analysis PDF Reports** - Executive summaries Markdown** - Documentation and sharing Sample Output Structure { "conference_data": { "event_name": "AI Summit 2024", "date": "2024-06-15", "location": "San Francisco, CA", "speakers": [ { "name": "Dr. Sarah Chen", "title": "CTO, TechCorp", "company": "TechCorp Inc", "networking_score": 9.2, "priority": "high", "approach_strategy": "Connect via LinkedIn, mention shared AI interests" } ], "networking_plan": { "high_priority_targets": 5, "recommended_approach": "Focus on AI ethics panel speakers", "schedule_optimization": "Attend morning keynotes, network during breaks" } } } Key Features Automated Conference Discovery** - Finds relevant industry events from multiple sources Speaker Intelligence Analysis** - Identifies high-value networking targets with contact priority scoring Strategic Agenda Mapping** - Optimizes your conference schedule for maximum networking impact AI-Powered Recommendations** - Provides personalized networking strategies and approach methods Priority Contact Lists** - Ranks speakers by business value and networking potential Troubleshooting Common Issues ScrapeGraphAI Rate Limits - Implement delays between requests Website Structure Changes - Update scraping prompts in ScrapeGraphAI nodes API Authentication - Verify credentials and permissions Performance Optimization Adjust trigger frequency based on conference season Implement caching for repeated data Use batch processing for large conference lists Support & Customization For advanced customization or enterprise deployments, consider: Custom speaker scoring algorithms Integration with CRM systems (Salesforce, HubSpot) Advanced analytics and reporting dashboards Multi-language support for international conferences