by PDF Vector
Overview Transform your contract management process with this enterprise-grade workflow that handles the complete contract lifecycle - from initial intake through execution, monitoring, and renewal. This comprehensive solution combines AI-powered contract analysis with automated risk scoring, clause comparison, obligation tracking, and proactive alerts. It integrates with multiple data sources including email, SharePoint, contract CLM systems, and creates a centralized contract intelligence hub that prevents revenue leakage, ensures compliance, and accelerates deal velocity. What You Can Do This advanced workflow orchestrates a complete contract management ecosystem that monitors multiple channels (email, Google Drive, SharePoint, APIs) for new contracts and amendments. It extracts and analyzes over 50 contract data points using AI, performs multi-dimensional risk assessment across legal, financial, and operational factors, compares clauses against your approved template library, tracks all obligations and key dates with automated reminders, integrates with Salesforce/CRM for deal alignment, routes contracts through dynamic approval workflows based on risk scores, generates executive dashboards with contract analytics, and maintains a searchable repository with version control. The system handles complex scenarios including multi-party agreements, framework contracts with statements of work, international contracts requiring jurisdiction analysis, and M&A due diligence requiring bulk contract review. Who It's For Designed for enterprise legal operations teams managing thousands of contracts annually, procurement departments negotiating complex vendor agreements, contract managers overseeing multi-million dollar portfolios, compliance teams ensuring regulatory adherence across jurisdictions, sales operations needing faster contract turnaround, and C-suite executives requiring contract intelligence for strategic decisions. Essential for organizations in regulated industries (healthcare, finance, government) and companies undergoing digital transformation of their legal operations. The Problem It Solves Manual contract management creates massive operational risks and inefficiencies. Organizations typically have contracts scattered across emails, shared drives, and filing cabinets with no central visibility. This leads to missed renewal deadlines costing 5-10% of contract value, unauthorized contract variations creating compliance risks, obligation failures resulting in penalties and damaged relationships, and inability to leverage favorable terms across similar contracts. Studies show that inefficient contract management costs organizations up to 9% of annual revenue. This workflow creates a single source of truth for all contracts, automates tracking and compliance, and provides predictive insights to prevent issues before they occur. Setup Instructions Multi-Channel Integration: Configure connectors for email (Office 365/Gmail), Google Drive, SharePoint, and contract management systems PDF Vector Setup: Install PDF Vector node and configure API with enterprise rate limits Database Configuration: Set up PostgreSQL/MySQL for contract repository with proper indexing Template Library: Upload your standard contract templates and approved clause library Risk Framework: Configure risk scoring matrix for your industry (legal, financial, operational risks) Approval Matrix: Define approval routing based on contract value, type, and risk score CRM Integration: Connect to Salesforce/HubSpot for opportunity and account alignment Notification Setup: Configure Slack/Teams channels and email distribution lists Dashboard Creation: Set up Tableau/PowerBI connectors for executive reporting Security Configuration: Enable encryption, audit logging, and role-based access controls Key Features Intelligent Intake System**: Monitor email attachments, shared folders, CRM uploads, and API submissions Advanced AI Extraction**: Extract 50+ data points including nested obligations and conditional terms Multi-Dimensional Risk Scoring**: Analyze legal, financial, operational, and reputational risks Clause Library Comparison**: Compare against approved templates and flag deviations Obligation Management**: Track deliverables, milestones, and SLAs with automated alerts Dynamic Approval Routing**: Route based on AI risk score, contract value, and deviation analysis Version Control & Redlining**: Track all changes and maintain complete audit trail Salesforce Integration**: Sync contract data with opportunities and accounts Predictive Analytics**: Forecast renewal likelihood and negotiation outcomes Bulk Processing**: Handle M&A due diligence with parallel processing of hundreds of contracts Multi-Language Support**: Process contracts in 15+ languages with automatic translation Executive Dashboards**: Real-time visibility into contract portfolio and risk exposure Customization Options Implement industry-specific modules for healthcare (BAAs, DPAs), financial services (ISDAs, loan agreements), technology (SaaS, licensing), or government contracting. Add AI models trained on your historical contracts for better extraction accuracy. Create custom risk factors for emerging regulations like AI governance or ESG compliance. Build integration with specific CLM systems (Ironclad, Docusign CLM, Icertis). Implement advanced analytics including contract similarity scoring, win-rate analysis by clause variations, and automatic playbook generation. Add blockchain integration for smart contract execution and configure automated contract assembly for standard agreements. Note: This workflow uses the PDF Vector community node. Make sure to install it from the n8n community nodes collection before using this template.
by Risper
🤖AI-Powered Appointment Scheduling with Google Calendar & Sheets Virtual Receptionist Automate customer conversations with an AI-powered virtual receptionist. This workflow can chat naturally with clients, answer general business questions (like services, location, and hours), check availability in Google Calendar, book appointments, and save customer details in Google Sheets. Fully customizable for any business type — salons, clinics, agencies, consultants, and more. 📖 How It Works Welcome the customer when the customer says hi AI greets warmly: “Hello! I’m [AI name] from [Business name].” Answer general questions Provides instant replies about services, pricing, business location, hours, and availability. Understand their need Identifies the service requested and preferred time. Check availability Queries Google Calendar for open slots. Gather customer details Collects name, phone, and email (optional). Confirm booking Creates the appointment in Google Calendar. Save records Logs booking and customer info into Google Sheets. ⚙️ Setup Steps (Quick) Connect your Google Calendar and Google Sheets accounts. Add your business details (name, type, services, hours, policies) to the Business Info Sheet. Configure your OpenAI API key (or use n8n free credits). Optional: Connect Twilio WhatsApp for direct chat responses. 🏢 Example Business Info (Google Sheet) | business_id | business_name | business_type | location | phone | email | services | calendar_id | timezone | currency | working_hours | ai_name | ai_personality | ai_role | emergency_available | booking_advance_days | cancellation_hours | |-------------|-----------------|---------------------|----------------------------------|-----------------|---------------------------|----------|-----------------------|----------|----------|--------------------------------|---------|-----------------------------------|------------------------------------------------------------------------------------------------|----------------------|----------------------|-------------------| |001| Luxe Hair Studio | Hair & Beauty Salon | 123 Main Street, New York, NY 10001 | 1 (XXX) XXX-XXXX | yourbusiness@email.com | “Haircut & Styling (60 minutes, $3500…)Hair Coloring (120 minutes, $8000…)…” | calendar-id-here | GMT -3 | USD | Mon–Sat: 9:00 AM – 7:00 PM, Sun: Closed | bella | Friendly, Stylish, Professional | Manages bookings, answers FAQs, recommends services, gives beauty tips, sends reminders, etc. | no | 10 | 24 | ✅ Purpose: Supplies context (services, pricing, hours, AI personality, booking policies). 💡 The AI uses this sheet to answer general business questions (e.g., “Where are you located?”, “Do you do hair colouring?”, “What are your working hours?”). 📊 Appointments Sheet Example | client_number | client_name | event_id | summary | services | |----------------|-------------|-----------|----------------------------------|----------| | 001 | Sarah Lee | evt-10293 | Appointment with Sarah Lee – Haircut & Styling | Haircut & Styling | | 002 | John Smith | evt-10294 | Appointment with John Smith – Highlights | Highlights | ✅ Purpose: Logs confirmed bookings with service details and links back to Google Calendar. 💡 Features ✅ AI receptionist with conversation memory ✅ Answers FAQs – location, services, hours, pricing ✅ Google Calendar integration for real-time availability ✅ Google Sheets integration for customer records & reporting ✅ Customizable AI name, role, and personality 🔑 Who It’s For Salons & Spas** – Manage bookings and FAQs Clinics & Health Services** – Automated scheduling + patient info Agencies & Consultants** – Answer inquiries + schedule meetings Any Service Business** – Save time, improve customer experience
by Rahul Joshi
Description: Automate your developer onboarding quality checks with this n8n workflow template. Whenever a new onboarding task is created in ClickUp, the workflow logs it to Google Sheets, evaluates its completeness using Azure OpenAI GPT-4o-mini, and alerts your team in Slack if critical details are missing. Perfect for engineering managers, DevOps leads, and HR tech teams who want to maintain consistent onboarding quality and ensure every developer gets the tools, credentials, and environment setup they need — without manual review. ✅ What This Template Does (Step-by-Step) ⚡ Step 1: Auto-Trigger on ClickUp Task Creation Listens for new task creation events (taskCreated) in your ClickUp workspace to initiate the audit automatically. 📊 Step 2: Log Task Details to Google Sheets Records essential task data — task name, assignee, and description — creating a central audit trail for all onboarding activities. 🧠 Step 3: AI Completeness Analysis (GPT-4o-mini) Uses Azure OpenAI GPT-4o-mini to evaluate each onboarding task for completeness across key areas: Tooling requirements Credential setup Environment configuration Instruction clarity Outputs: ✅ Score (0–100) ⚠️ List of Missing Items 💡 Suggestions for Improvement 🚦 Step 4: Apply Quality Gate Checks whether the AI-generated completeness score is below 80. Incomplete tasks automatically move to the alert stage for review. 📢 Step 5: Alert Team via Slack Sends a structured Slack message summarizing the issue, including: Task name & assignee Completeness score Missing checklist items Recommended next actions This ensures your team fixes incomplete onboarding items before they impact new hires. 🧠 Key Features 🤖 AI-driven task completeness scoring 📊 Automatic task logging for audit visibility ⚙️ Smart quality gate (score threshold < 80) 📢 Instant Slack alerts for incomplete tasks 🔄 End-to-end automation from ClickUp to Slack 💼 Use Cases 🎓 Audit onboarding checklists for new developers 🧩 Standardize environment setup and credential handover 🚨 Identify missing steps before onboarding deadlines 📈 Maintain onboarding consistency across teams 📦 Required Integrations ClickUp API – to detect new onboarding tasks Google Sheets API – to store audit logs and history Azure OpenAI (GPT-4o-mini) – to evaluate completeness Slack API – to alert the team on incomplete entries 🎯 Why Use This Template? ✅ Ensures every new developer receives a full, ready-to-start setup ✅ Eliminates manual checklist verification ✅ Improves onboarding quality and compliance tracking ✅ Creates a transparent audit trail for continuous improvement
by Jean-Marie Rizkallah
🛡️ Jamf Policy Integrity Monitor 🎯 Overview A security-focused n8n workflow that monitors Jamf Pro policies for any unauthorized or accidental modification. It delivers configuration integrity and real-time visibility across managed Apple environments. ⚙️ Setup Instructions Add your Jamf Pro and Slack credentials in n8n. Import the workflow template. Configure your preferred schedule and alert channel. No coding required. The setup takes minutes. 🔍 How It Works The workflow connects to Jamf Pro API, detects configuration changes, and sends instant alerts to Slack. It maintains awareness of policy integrity while minimizing manual checks. The logic runs automatically in the background for continuous monitoring. 📢 Slack Notification Example :warning: Policy: Uninstall EDR modified :calendar: DateTime: Oct 5, 2025, 10:23:27 AM ✅ Why It Matters Jamf provides no built-in alerts when policies are modified. This workflow closes that visibility gap and gives your team instant awareness of policy changes without manual auditing. Ideal for security engineers, Jamf administrators, and compliance teams focused on operational assurance.
by Olivier
This workflow contains community nodes that are only compatible with the self-hosted version of n8n. This template generates structured synthetic company content using live web data from the Bedrijfsdata.nl API combined with an LLM. Provide a company domain (directly or via a Bedrijfsdata.nl ID) and the workflow retrieves relevant website and search engine content, then produces ready-to-use descriptions of the company, its offerings, and its target audience. ✨ Features Create high-quality Dutch-language company descriptions on demand Automatically pull live web content via Bedrijfsdata.nl RAG Domain & RAG Search Structured JSON output for consistent downstream use (e.g., CRM updates, lead qualification) Flexible trigger: run from ProspectPro ID, domain input, or another workflow Secure, modular, and extendable structure (error handling included) 🏢 Example Output The workflow produces structured content fields you can directly use in your sales, marketing, or enrichment flows: company_description** – 1-2 paragraph summary of the company products_and_services** – detailed overview of offerings target_audience** – specific characteristics of ideal customers (e.g., industry, location, company size, software usage) Example: { "company_description": "Bedrijfsdata.nl B.V. is een Nederlands bedrijf dat uitgebreide data levert over meer dan 3,7 miljoen bedrijven in Nederland...", "products_and_services": "Het bedrijf biedt API-toegang tot bedrijfsprofielen, sectoranalyses, en SEO-gegevens...", "target_audience": "Nederlandse MKB's die behoefte hebben aan actuele bedrijfsinformatie voor marketing- of salesdoeleinden..." } ⚙ Requirements n8n instance or cloud workspace Install the Bedrijfsdata.nl n8n Verified Community Node OpenAI API credentials (tested with gpt-4.1-mini and gpt-3.5-turbo) Bedrijfsdata.nl developer account (14-day free trial, 500 credits) 🔧 Setup Instructions 1. Trigger configuration Use Bedrijfsdata.nl ID (default) or provide a domain directly Can be called from another workflow using “Execute Workflow” 2. Configure API credentials Bedrijfsdata.nl API key OpenAI API key 3. Customize Output (Optional) Adjust prompt in the LLM node to create other types of synthetic content Extend structured output schema for your use case 4. Integrate with Your Stack Example node included to update HubSpot descriptions Replace or extend to match your CRM, database, or messaging tools 🔐 Security Notes Input validation for required domain Dedicated error branches for invalid input, API errors, LLM errors, and downstream integration errors RAG content checks before running the LLM 🧪 Testing Run workflow with a Bedrijfsdata.nl ID linked to a company with a known website Review generated JSON output Verify content accuracy before production use 📌 About Bedrijfsdata.nl Bedrijfsdata.nl operates the most comprehensive company database in the Netherlands. With real-time data on 3.7M+ businesses and AI-ready APIs, we help Dutch SMEs enrich their CRM, workflows, and marketing automation. Built on 25+ years of experience in data collection and enrichment, our technology brings corporate-grade data quality to every organisation. Website: https://www.bedrijfsdata.nl Developers: https://developers.bedrijfsdata.nl API docs: https://docs.bedrijfsdata.nl 📞 Support Email: klantenservice@bedrijfsdata.nl Phone: +31 20 789 50 50 Support hours: Monday–Friday, 09:00–17:00 CET
by Rahi
🛠️ Workflow: Jotform → HubSpot Company + Task Automation Automatically create or update HubSpot companies and generate follow-up tasks whenever a Jotform is submitted. All logs are stored to Google Sheets for traceability, transparency, and debugging. ✅ Use Cases Capture marketing queries from your website’s Jotform form and immediately create tasks for your sales or SDR team. Enrich HubSpot companies with submitted domains, company names, and contact data. Automatically assign tasks to owners and keep all form submissions logged and auditable. Avoid manual handoffs — full automation from form submission → CRM. 🔍 How It Works (Step-by-Step) 1. Jotform Trigger The workflow starts when a new submission is received via the Jotform webhook. Captured fields include: name, email, LinkedIn profile, company name, marketing budget, domain, and any specific query. 2. Create or Update Company in HubSpot + Format Data The “Create Company” node ensures the submitted company is either created in HubSpot or updated if it already exists. A Formatter (Function) node standardizes the data — names, email, LinkedIn URL, domain, marketing budget, and query text. It composes a task title, generates a follow-up timestamp, and dynamically assigns an owner. 3. Loop & HTTP Request – Create HubSpot Task The workflow loops through each formatted item. A Wait node prevents rate limit issues. It then sends an HTTP POST request to HubSpot’s Tasks API, creating a task with: Subject and body including the submission details Task status, priority, and type Assigned owner and associated company 4. Loop & HTTP Request – Set Company Domain After tasks are created, another loop updates each HubSpot company record with the submitted domain. This ensures all HubSpot companies have proper website data for future enrichment. 5. Storing Logs (Google Sheets) All processed submissions, responses, errors, and metadata are appended or updated in a Google Sheets document. This provides a complete audit trail — ideal for debugging, reporting, and performance monitoring. 🧩 Node Structure Overview | Step | Node | Description | |------|------|--------------| | 1️⃣ | Jotform Trigger | Receives form submission data | | 2️⃣ | HubSpot Create Company | Ensures company record exists | | 3️⃣ | Formatter / Function Node | Cleans & structures data, assigns owner, generates task fields | | 4️⃣ | Wait / Delay Node | Controls API call frequency | | 5️⃣ | HTTP Request (Create Task) | Pushes task to HubSpot | | 6️⃣ | HTTP Request (Update Domain) | Updates company domain in HubSpot | | 7️⃣ | Google Sheets Node | Logs inputs, outputs, and status | 📋 Requirements & Setup 🔑 HubSpot Private App Token with permissions to create companies, tasks, and update records 🌐 Jotform Webhook URL pointing to this workflow 📗 Google Sheets Credentials (OAuth or service account) with write access ✅ HubSpot app must have crm.objects.companies.write and crm.objects.tasks.write scopes ⚠️ Add retry or error-handling branches for failed API calls ⚙️ Customization Tips & Variations Add contact association:** Modify the payload to also link the task with a HubSpot Contact (via email) so it appears in both company and contact timelines. Use fallback values:** In the Formatter node, provide defaults like “Unknown Company” or “No query provided.” Dynamic owner assignment:** Replace hash-based assignment with round-robin or territory logic. Conditional task creation:** Add logic to only create tasks when certain conditions are met (e.g., budget > 0). Error branches:** Capture failed HTTP responses and send Slack/Email alerts. Extended logs:** Add response codes, errors, and retry counts to your Google Sheet for more transparency. 🎯 Benefits & Why You’d Use This ⚡ Speed & Automation — eliminate manual data entry into HubSpot 📊 Data Consistency — submissions are clean, enriched, and traceable 👀 Transparency — every action logged for full visibility 🌍 Scalability — handle hundreds of submissions effortlessly 🔄 Flexibility — adaptable for other use cases (support tickets, surveys, partnerships, etc.) ✨ Example Use Case A marketing form on your website captures partnership or franchise inquiries. This workflow instantly creates a HubSpot company, logs the inquiry as a task, assigns it to a regional manager, and saves a record in Google Sheets — all within seconds. Tags: HubSpot Jotform CRM GoogleSheets Automation LeadManagement
by Zakwan
📖 Overview This template automates the process of researching a keyword, scraping top-ranking articles, cleaning their content, and generating a high-quality SEO-optimized blog post. It uses Google Search via RapidAPI, Ollama with Mistral AI, and Google Drive to deliver an end-to-end automated content workflow. Ideal for content creators, SEO specialists, bloggers, and marketers who need to quickly gather and summarize insights from multiple sources to create superior content. ⚙️ Prerequisites Before using this workflow, make sure you have: n8n installed (Desktop, Docker, or Cloud). Ollama installed with the mistral:7b model: ollama pull mistral:7b RapidAPI account (for Google Search API). Google Drive account (with a target folder where articles will be saved). 🔑 Credentials Required RapidAPI (Google Search API) Header authentication with your API key. Example headers: x-rapidapi-key: YOUR_API_KEY x-rapidapi-host: google-search74.p.rapidapi.com Google Drive OAuth2 Allow read/write permissions. Update the folderId with your Drive folder where articles should be stored. Ollama API Base URL: http://localhost:11434 (local n8n) http://host.docker.internal:11434 (inside Docker) Ensure the mistral:7b model is available. 🚀 Setup Instructions Configure RapidAPI Sign up at RapidAPI . Subscribe to the Google Search API. Create an HTTP Header Auth credential in n8n with your API key. Configure Google Drive In n8n, add a Google Drive OAuth2 credential. Select the Drive folder ID where output files should be saved. Configure Ollama Install Ollama locally. Pull the required model (mistral:7b). Create an Ollama API credential in n8n. Run the Workflow Trigger by sending a chat message with your target keyword. The workflow searches Google, extracts the top 3 results, scrapes the articles, cleans the content, and generates a structured blog post. Final output is stored in Google Drive as a .docx file. 🎨 Customization Options Search Engine → Swap out RapidAPI with Bing or SerpAPI. Number of Articles → Change limit: 3 in the Google Search node. Content Cleaning → Modify the regex in the “Clean Body Text” node to capture or tags. AI Model → Replace mistral:7b with llama3, mixtral, or any other Ollama-supported model. Storage → Save output to a different Google Drive folder or export to Notion/Slack. 📌 Workflow Highlights Google Search (RapidAPI) → Fetch top 3 results for your keyword. HTTP Request + Code Nodes → Extract and clean article body text. Mistral AI via Ollama → Summarize, optimize, and refine the content. Google Drive → Save the final blog-ready article automatically.
by Ilyass Kanissi
🤖 Simple RAG Customer Support Chatbot 📋 Overview This intelligent customer support chatbot leverages Retrieval-Augmented Generation (RAG) to provide accurate, contextual responses by combining your knowledge base with AI capabilities. The system automatically retrieves relevant documents from your Pinecone vector store and uses them to generate informed responses through OpenAI's language models. ⚡ Quick Setup Import Workflow Import this workflow template into your n8n instance Configure Credentials Add the following API credentials: OpenAI API Key: For chat completions and embeddings Pinecone API Key: For vector database operations Google Drive: For document auto ingestion Initialize Vector Store Use the "Insert documents into Pinecone" workflow to populate your knowledge base Activate Workflow Enable the main chat workflow to start receiving requests 🔧 How it Works Main Chat Flow (Agent Workflow) User Message → Memory Retrieval → Vector Search → Context Assembly → AI Response → Memory Update → Response Process Flow: Message Reception: Webhook receives user chat messages with session management Memory Retrieval: Loads conversation history for context continuity Semantic Search: Queries Pinecone vector store for relevant documents Context Assembly: Combines retrieved documents with conversation history AI Generation: OpenAI generates contextual response using assembled context Memory Storage: Updates conversation memory for future interactions Response Delivery: Returns formatted response to user interface Document Ingestion Flow Document Source → Text Extraction → Chunking → Embedding → Vector Storage Process Flow: Document Trigger: Google Drive or manual file upload detection Content Extraction: Extracts text from various file formats (PDF, DOC, TXT) Text Chunking: Splits documents into optimal chunks for embedding Embedding Generation: Creates vector embeddings using OpenAI Vector Storage: Stores embeddings in Pinecone with metadata Index Update: Updates search index for immediate availability
by Pawel
Description Very straightforward workflow. It checks the Epic Games website if the HTML container with free games has changed. If it did then it will send a notification to Discord with a list of embeds containing those games. Requirements You will need to install n8n-nodes-puppeteer community node Setup There are two nodes that notify Discord. One at the very end and one in the loop in case of error. Configure them with a webhook or a bot, whatever suits you. That's all.
by Rahi
n8n Workflow: AI-Personalized Email Outreach (Smartlead) 🔄 Purpose This workflow automates cold email campaigns by: Fetching leads Generating hyper-personalized email content using AI Sending emails via Smartlead API Logging campaign activity into Google Sheets 🧩 Workflow Structure Schedule Trigger Starts the workflow automatically at scheduled intervals. Ensures continuous campaign execution. Get Leads Fetches lead data (name, email, company, role, industry). Serves as the input for personalization. Loop Over Leads Processes each lead one by one. Maintains individualized email generation. Aggregate Lead Data Collects and formats lead attributes. Prepares structured input for the AI model. Basic LLM Chain #1 Generates personalized snippets/openers using AI. Tailored based on company, role, and industry. Update Row (Google Sheets) Saves AI outputs (snippets) for tracking and QA. Basic LLM Chain #2 Expands snippet into a full personalized email draft. Includes subject line + email body. Information Extractor Extracts structured fields from AI output: Subject Greeting Call-to-Action (CTA) Closing Update Row (Google Sheets) Stores finalized draft in Google Sheets. Provides visibility and audit trail. Code Formats email into Smartlead-compatible payload. Maps fields like subject, body, and recipient details. Smartlead API Request Sends the personalized email through Smartlead. Returns message ID and delivery status. Basic LLM Chain #3 (Optional) Generates follow-up versions for multi-step campaigns. Ensures varied engagement over time. Information Extractor (Follow-ups) Structures follow-up emails into ready-to-send format. Update Row (Google Sheets) Updates campaign logs with: Smartlead send status Message IDs AI personalization notes ⚙️ Data Flow Summary Trigger** → Runs workflow Get Leads** → Fetch lead records LLM Personalization** → Create openers + full emails Google Sheets** → Save drafts & logs Smartlead API** → Send personalized email Follow-ups** → Generate and log structured follow-up messages 📊 Use Case Automates hyper-personalized cold email outreach at scale. Uses AI to improve response rates with contextual personalization. Provides full visibility by saving drafts and send logs in Google Sheets. Integrates seamlessly with Smartlead for sending and tracking.
by Rahul Joshi
📘 Description This workflow automates dependency update risk analysis and reporting using Jira, GPT-4o, Slack, and Google Sheets. It continuously monitors Jira for new package or dependency update tickets, uses AI to assess their risk levels (Low, Medium, High), posts structured comments back into Jira, and alerts the DevOps team in Slack — all while logging historical data into Google Sheets for visibility and trend analysis. This ensures fast, data-driven decisions for dependency upgrades, improved code stability, and reduced security risks — with zero manual triage. ⚙️ What This Workflow Does (Step-by-Step) 🟢 When Clicking “Execute Workflow” Manually triggers the dependency risk analysis sequence for immediate review or scheduled monitoring. 📋 Fetch All Active Jira Issues Retrieves all active Jira issues to identify tickets related to dependency or package updates. Provides the complete dataset — including summary, status, and assignee information — for AI-based risk evaluation. ✅ Validate Jira Query Response Verifies that Jira returned valid issue data before proceeding. If data exists → continues filtering dependency updates. If no data or API error → logs the failure to Google Sheets. Prevents workflow from continuing with empty or broken datasets. 🔍 Identify Dependency Update Issues Filters Jira issues to find only dependency-related tickets (keywords like “update,” “bump,” “package,” or “library”). This ensures only relevant version update tasks are analyzed — filtering out unrelated feature or bug tickets. 🏷️ Extract Relevant Issue Metadata Extracts essential fields such as key, summary, priority, assignee, status, and created date for downstream AI processing. Simplifies the data payload and ensures accurate, structured analysis. 📢 Alert DevOps Team in Slack Immediately notifies the assigned DevOps engineer via Slack DM about any new dependency update issue. Includes formatted details like summary, key, status, priority, and direct Jira link for quick access. Ensures rapid visibility and faster response to potential risk tickets. 🤖 AI-Powered Risk Assessment Analyzer Uses GPT-4o (Azure OpenAI) to intelligently evaluate each dependency update’s risk level and impact summary. Considers factors such as: Dependency criticality Version change type (major/minor/patch) Security or EOL indicators Potential breaking changes Outputs a clean JSON with fields: {"risk_level": "Low | Medium | High","impact_summary": "Short human-readable explanation"} Helps DevOps teams prioritize updates with context. 🧠 GPT-4o Language Model Configuration Configures the AI reasoning engine for precise, context-aware DevOps assessments. Optimized for consistent technical tone and cost-efficient batch evaluation. 📊 Parse AI Response to Structured Data Safely parses the AI’s JSON output, removing markdown artifacts and ensuring structure. Adds parsed fields — risk_level and impact_summary — back to the Jira context. Includes fail-safes to prevent crashes on malformed AI output (fallbacks to “Unknown” and “Failed to parse”). 💬 Post AI Risk Assessment to Jira Ticket Automatically posts the AI’s analysis as a comment on the Jira issue: Displays 🤖 AI Risk Assessment Report header Shows Risk Level and Impact Summary Includes a checklist of next steps for developers Creates a permanent audit trail for each dependency decision inside Jira. 📈 Log Dependency Updates to Tracking Dashboard Appends all analyzed updates into Google Sheets, recording: Date Jira Key & Summary Risk Level & Impact Summary Assignee & Status This builds a historical dependency risk database that supports: Trend monitoring Security compliance reviews Dependency upgrade metrics DevOps productivity tracking 📊 Log Jira Query Failures to Error Sheet If the Jira query fails, the workflow automatically logs the error (API/auth/network) into a centralized error sheet for troubleshooting and visibility. 🧩 Prerequisites Jira Software Cloud API credentials Azure OpenAI (GPT-4o) access Slack API connection Google Sheets OAuth2 credentials 💡 Key Benefits ✅ Automated dependency risk assessment ✅ Instant Slack alerts for update visibility ✅ Historical tracking in Google Sheets ✅ Reduced manual triage and faster decision-making ✅ Continuous improvement in release reliability and security 👥 Perfect For DevOps and SRE teams managing large dependency graphs Engineering managers monitoring package updates and risks Security/compliance teams tracking vulnerability fix adoption Product teams aiming for stable CI/CD pipelines
by KlickTipp
Community Node Disclaimer: This workflow uses KlickTipp community nodes. How It Works This workflow connects an MCP Server with the KlickTipp contact management platform and integrates it with an LLM (e.g. Claude etc.) to enable intelligent querying and segmentation of contact data. It covers all major KlickTipp API endpoints, providing a comprehensive toolkit for automated contact handling and campaign targeting. Key Features MCP Server Trigger: Initiates the workflow via the MCP server, listening for incoming requests related to contact queries or segmentation actions. LLM Interaction Setup: Interacts with an OpenAI or Claude model to handle natural language queries such as contact lookups, tagging, and segmentation tasks. KlickTipp Integration: Complete set of KlickTipp API endpoints included: Contact Management: Add, update, get, list, delete, and unsubscribe contacts. Contact Tagging: Tag, untag, list tagged contacts. Tag Operations: Create, get, update, delete, list tags. Opt-In Processes: List and retrieve opt-in process details. Data Fields: List and get custom data fields. Redirects: Retrieve redirect URLs. Use Cases Supported: Query contact information via email or name. Identify and segment contacts by city, region, or behavior. Create or update contacts from the provided data. Dynamically apply or remove tags to initiate campaigns. Automate targeted outreach based on contact attributes. Setup Instructions Install and Configure Nodes: Set up MCP Server. Configure the LLM connection (e.g., Claude Desktop configuration). Add and authenticate all KlickTipp nodes using valid API credentials. Define Tagging and Field Mapping: Identify which fields and tags are relevant to your use cases. Ensure necessary tags and custom fields are already created in KlickTipp. Workflow Logic: Trigger via MCP Server: A prompt or webhook call activates the server listener. Query Handling via LLM Agent: AI interprets the natural language input and determines the action. Contact Search & Segmentation: Searches contacts using identifiers (email, address) or criteria. Data Operations: Retrieves, updates, or manages contact and tag data based on interpreted command. Campaign Preparation: Applies tags or sends campaign triggers depending on query results. Benefits: AI-Powered Automation:** Reduces manual contact search and tagging efforts through intelligent processing. Scalable Integration:** Built-in support for full range of KlickTipp operations allows diverse use-case handling. Data Consistency:** Ensures structured data flows between MCP, AI, and KlickTipp, minimizing errors. Testing and Deployment: Use defined prompts such as: “Tell me something about the contact with email address X” “Tag all contacts from region Y” “Send campaign Z to customers in area A” Validate expected actions in KlickTipp after prompt execution. Notes: Customization:** Adjust tag logic, AI prompts, and contact field mappings based on project needs. Extensibility:** The template can be expanded with further logic for Google Sheets input or campaign feedback loops Resources: Use KlickTipp Community Node in n8n Automate Workflows: KlickTipp Integration in n8n