Workflow Templates

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. This workflow provides a complete, ready-to-use template for a Retrieval-Augmented Generation (RAG) system. It allows you to build a powerful AI chatbot that can answer questions based on the content of PDF documents you provide, using a modern and powerful stack for optimal performance. Good to know Costs:** This workflow uses paid services (OpenAI, Pinecone, Cohere). Costs will be incurred based on your usage. Please review the pricing pages for each service to understand the potential expenses. Video Tutorial (Bahasa Indonesia):** For a step-by-step guide on how this workflow functions, you can watch the accompanying video tutorial here: N8N Tutorial: Membangun Chatbot RAG dengan Pinecone, OpenAI, & Cohere How it works This workflow operates in two distinct stages: 1. Data Ingestion & Indexing: It begins when a .pdf file is uploaded via the n8n Form Trigger. The Default Data Loader node processes the PDF, and the Recursive Character Text Splitter breaks down the content into smaller, manageable chunks. The Embeddings OpenAI node converts these text chunks into vector embeddings (numerical representations). Finally, the Pinecone Vector Store node takes these embeddings and stores (upserts) them into your specified Pinecone index, creating a searchable knowledge base. 2. Conversational AI Agent: A user sends a message through the Chat Trigger. The AI Agent receives the message and uses its VectorDB tool to search the Pinecone index for relevant information. The Reranker Cohere node refines these search results, ensuring only the most relevant context is selected. The user's original question and the refined context are sent to the OpenAI Chat Model (gpt-4.1), which generates a helpful, context-aware answer. The Simple Memory node maintains conversation history, allowing for natural, multi-turn dialogues. How to use Using this workflow is a two-step process: Populate the Knowledge Base: First, you need to add documents. Trigger the workflow by using the Form Trigger and uploading a PDF file. Wait for the execution to complete. You can do this for multiple documents. Start Chatting: Once your data has been ingested, open the Chat Trigger's interface and start asking questions related to the content of your uploaded documents. The Form Trigger is just an example. Feel free to replace it with other triggers, such as a node that watches a Google Drive or Dropbox folder for new files. Requirements To run this workflow, you will need active accounts and API keys for the following services. OpenAI Account & API Key:** Function: Powers text embedding and the final chat generation. Required for the Embeddings OpenAI and OpenAI Chat Model nodes. Pinecone Account & API Key:** Function: Used to store and retrieve your vector knowledge base. Required for the Pinecone Vector Store and VectorDB nodes. You also need to provide your Pinecone Environment. Cohere Account & API Key:** Function: Improves the accuracy of your chatbot by re-ranking search results for relevance. Required for the Reranker Cohere node. Customising this workflow This template is a great starting point. Here are a few ways you can customize it: Change the AI Personality:* Edit the *System Message** in the AI Agent node to change the bot's behavior, tone, or instructions. Use Different Models:** You can easily swap the OpenAI model for another one (e.g., gpt-3.5-turbo for lower costs) in the OpenAI Chat Model node. Adjust Retrieval:** In the VectorDB tool node, you can modify the Top K parameter to retrieve more or fewer document chunks to use as context. Automate Ingestion:** Replace the manual Form Trigger with an automated one, like a node that triggers whenever a new file is added to a specific cloud storage folder.

Overview Slack quietly released an update to their API that allows developers to build "AI Apps & Agents", which is a special classification of apps that have access to several special capabilities including: Multiple simultaneous chat threads with one user Loading "three dots" UI while your agent is thinking Option for users to pin your app to their top bar for quick chat access This workflow demonstrates how to build a Slack agent that takes advantage of all of these features. For a full video walkthrough of this workflow, watch this YouTube tutorial. Setup Instructions All of the below steps are required for this workflow to function properly unless otherwise noted. Create a Slack App Visit api.slack.com and click "Your Apps" Create a new app from scratch and follow the setup instructions In the Agents & AI Apps tab, enable the toggle and give your app a brief description In the OAuth & Permissions tab, enable the following bot token scopes: assistant:write chat:write channels:read im:history Install the app into your workspace and grant the requested permissions In your Slack workspace, right click your app's name in the sidebar, click "View app details", and make note of your apps Channel ID - you'll need this later. Copy your app's Bot User OAuth Token - you'll need that to create your n8n credentials In the Event Subscriptions tab, enable events and paste the workflows PRODUCTION webhook url (from this workflow's trigger node) into the input. In the same tab under "Susbcribe to bot events", select message.im Create a Postgres database In order to save the chat history and give your agent a working memory, you'll need your own Postgres database. You can use Supabase, Neon, or any other Postgres database provider. Once you've added your database's credentials to n8n, you can select those credentials in the Postgres Chat Memory node. This worklow saves all chat history in a table called chat_histories, but you name the table whatever you want. Create n8n Credentials You'll need to create the following credentials: Slack API. Use your Bot User OAuth Token referenced above. Bearer Auth. Use the same Bot User OAuth Token. Postgres. Use the connection string or config from your database provider. OpenRouter (or any other LLM model for the agent's model node) Wire Everything Up Now that you've created your Slack app, have your Postgres database, and have created credentials, follow these steps to wire up your workflow: In the "On Message Received" trigger, use your Slack API credential and enter your apps Channel ID in the "Channel To Watch" field. In the "Set Thinking Status" node, use your Bearer Auth credential. In the "Postgres Chat Memory" node, use your Postgres credential. In the "Send Reply" node, use your Slack API credential. Using the Chatbot Once you've completed the setup process and added in your credentials, you'll have a fully functional Slack chatbot complete with threads, loading UI, and the ability to pin your app to your workspace's top bar. Taking the Next Steps Now that this skeleton app is in place, it's up to you to add horsepower to the AI agent at the center of it all. Customize the prompts and add whatever tools you'd like. The sky is the limit! If you have any questions or feedback about this workflow, or would like me to build custom workflows for your business, email me at n8n@paperjam.agency.

AI-Powered Product Assistant for E-commerce Transform your online store customer service with an intelligent AI assistant that automatically processes customer inquiries, searches your product database, and provides personalized responses about product availability, pricing, and specifications. Perfect for shoe stores, fashion retailers, and any business with extensive product catalogs - this workflow eliminates manual customer service while increasing response speed and accuracy. How it works Customer sends product inquiry via webhook (Instagram DM, website chat, or messaging app) AI extracts key product details (brand, model, size, color) from natural language text System searches your Google Sheets product database with smart filtering AI generates friendly, personalized response with availability, pricing, and stock information Automatic response sent back to customer with product details or alternatives Screenshots: Customer inquiry: "Do you have Nike Air Max 40 size?" AI response: "Nike Air Max 90, size 40 - in stock 3 pieces, price 120$" Set up steps Prepare your product database - Create Google Sheets with columns: Brand, Model, Size, Color, Price, Quantity Configure AI settings - Connect OpenAI API for natural language processing Set up webhook endpoint - Configure trigger for your messaging platform (Instagram, Telegram, website chat) Test with sample inquiries - Verify AI correctly parses requests and finds products Deploy and monitor - Launch your automated assistant and track performance Time investment: 30-45 minutes setup, works immediately with any product catalog up to 1000+ items.

Description: This n8n workflow automates a Discord bot to fetch messages from a specified channel and send AI-generated responses in threads. It ensures smooth message processing and interaction, making it ideal for managing community discussions, customer support, or AI-based engagement. This workflow leverages Redis for memory persistence, ensuring that conversation history is maintained even if the workflow restarts, providing a seamless user experience. How It Works The bot listens for new messages in a specified Discord channel. It sends the messages to an AI model for response generation. The AI-generated reply is posted as a thread under the original message. The bot runs on an Ubuntu server and is managed using PM2 for uptime stability. The Discord bot (Python script) acts as the bridge, capturing messages from Discord and sending them to the n8n webhook. The n8n workflow then processes these messages, interacts with the AI model, and sends the AI's response back to Discord via the bot. Prerequisites to host Bot Sign up on Pella, which is a managed hosting service for Discord Bots. (Easy Setup) A Redis instance for memory persistence. Redis is an in-memory data structure store, used here to store and retrieve conversation history, ensuring that the AI can maintain context across multiple interactions. This is crucial for coherent and continuous conversations. Set Up Steps 1️⃣ Create a Discord Bot Go to the Discord Developer Portal. Click “New Application”, enter a name, and create it. Navigate to Bot > Reset Token, then copy the Bot Token. Enable Privileged Gateway Intents (Presence, Server Members, Message Content). Under OAuth2 > URL Generator, select bot scope and required permissions. Copy the generated URL, open it in a browser, select your server, and click Authorize. 2️⃣ Deploy the Bot on Pella Create a new folder discord-bot and navigate into it: Create and configure an .env file to store your bot token: Copy the code to .env: (You can copy the webhook URL from the n8n workflow) TOKEN=your-bot-token-here WEBHOOK_URL=https://your-domain.tld/webhook/getmessage Create file main.py copy the below code and save it: Copy this Bot script to main.py: import discord import requests import json import os from dotenv import load_dotenv Load environment variables from .env file load_dotenv() TOKEN = os.getenv("TOKEN") WEBHOOK_URL = os.getenv("WEBHOOK_URL") Bot Configuration LISTEN_CHANNELS = ["YOUR_CHANNEL_ID_1", "YOUR_CHANNEL_ID_2"] # Replace with your target channel IDs Intents setup intents = discord.Intents.default() intents.messages = True # Enable message event intents.guilds = True intents.message_content = True # Required to read messages client = discord.Client(intents=intents) @client.event async def on_ready(): print(f'Logged in as {client.user}') @client.event async def on_message(message): if message.author == client.user: return # Ignore bot's own messages if str(message.channel.id) in LISTEN_CHANNELS: try: fetched_message = await message.channel.fetch_message(message.id) # Ensure correct fetching payload = { "channel_id": str(fetched_message.channel.id), # Ensure it's string "chat_message": fetched_message.content, "timestamp": str(fetched_message.created_at), # Ensure proper formatting "message_id": str(fetched_message.id), # Ensure ID is a string "user_id": str(fetched_message.author.id) # Ensure user ID is also string } headers = {'Content-Type': 'application/json'} response = requests.post(WEBHOOK_URL, data=json.dumps(payload), headers=headers) if response.status_code == 200: print(f"Message sent successfully: {payload}") else: print(f"Failed to send message: {response.status_code}, Response: {response.text}") except Exception as e: print(f"Error fetching message: {e}") client.run(TOKEN) Create requirements.txt and copy: discord python-dotenv 3️⃣ Follow the video to set up the bot which will run 24/7 Tutorial - https://www.youtube.com/watch?v=rNnK3XlUtYU Note: Free Plan will expire after 24 hours, so please opt for the Paid Plan in Pella to keep your bot running. 4️⃣ n8n Workflow Configuration The n8n workflow consists of the following nodes: Get Discord Messages (Webhook):** This node acts as the entry point for messages from the Discord bot. It receives the channel_id, chat_message, timestamp, message_id, and user_id from Discord when a new message is posted in the configured channel. Its webhook path is /getmessage and it expects a POST request. Chat Agent (Langchain Agent):** This node processes the incoming Discord message (chat_message). It is configured as a conversational agent, integrating the language model and memory to generate an appropriate response. It also has a prompt to keep the reply concise, under 1800 characters. OpenAI -4o-mini (Langchain Language Model):** This node connects to the OpenAI API and uses the gpt-4o-mini-2024-07-18 model for generating AI responses. It is the core AI component of the workflow. Message History (Redis Chat Memory):** This node manages the conversation history using Redis. It stores and retrieves chat messages, ensuring the Chat Agent maintains context for each user based on their user_id. This is critical for coherent multi-turn conversations. Calculator (Langchain Tool):** This node provides a calculator tool that the AI agent can utilize if a mathematical calculation is required within the conversation. This expands the capabilities of the AI beyond just text generation. Response fromAI (Discord):** This node sends the AI-generated response back to the Discord channel. It uses the Discord Bot API credentials and replies in a thread under the original message (message_id) in the specified channel_id. Sticky Note1, Sticky Note2, Sticky Note3, Sticky Note4, Sticky Note5, Sticky Note:** These are informational nodes within the workflow providing instructions, code snippets for the Discord bot, and setup guidance for the user. These notes guide the user on setting up the .env file, requirements.txt, the Python bot code, and general recommendations for channel configuration and adding tools. 5️⃣ Setting up Redis Choose a Redis Hosting Provider: You can use a cloud provider like Redis Labs, Aiven, or set up your own Redis instance on a VPS. Obtain Redis Connection Details: Once your Redis instance is set up, you will need the host, port, and password (if applicable). Configure n8n Redis Nodes: In your n8n workflow, configure the "Message History" node with your Redis connection details. Ensure the Redis credential ✅ redis-for-n8n is properly set up with your Redis instance details (host, port, password). 6️⃣ Customizing the Template AI Model:** You can easily swap out the "OpenAI -4o-mini" node with any other AI service supported by n8n (e.g., Cohere, Hugging Face) to use a different language model. Ensure the new language model node is connected to the ai_languageModel input of the "Chat Agent" node. Agent Prompt:** Modify the text parameter in the "Chat Agent" node to change the AI's persona, provide specific instructions, or adjust the response length. Additional Tools:** The "Calculator" node is an example of an AI tool. You can add more Langchain tool nodes (e.g., search, data lookup) and connect them to the ai_tool input of the "Chat Agent" node to extend the AI's capabilities. Refer to the "Sticky Note5" in the workflow for a reminder. Channel Filtering:** Adjust the LISTEN_CHANNELS list in the main.py file of your Discord bot to include or exclude specific Discord channel IDs where the bot should listen for messages. Thread Management:** The "Response fromAI" node can be modified to change how threads are created or managed, or to send responses directly to the channel instead of a thread. The current setup links the response to the original message ID (message_reference). 7️⃣ Testing Instructions Start the Discord Bot: Ensure your main.py script is running on Pella. Activate the n8n Workflow: Make sure your n8n workflow is active and listening for webhooks. Send a Message in Discord: Go to one of the LISTEN_CHANNELS in your Discord server and send a message. Verify Response: The bot should capture the message, send it to n8n, receive an AI-generated response, and post it as a thread under your original message. Check Redis: Verify that the conversation history is being stored and updated correctly in your Redis instance. Look for keys related to user IDs. ✅ Now your bot is running in the background! 🚀

Who is this template for? Anyone who is drowning in emails Busy parents who has alot of school emails Busy executives with too many emails Case Study I get too many emails from my kid's school about soccer practice, lunch orders and parent events. I use this workflow to read all the emails and tell me what is important and what requires actioning. Read more -> How I used A.I. to read all my emails What this workflow does It uses IMAP to read the emails from your email account (i.e. Gmail). It then passes the email to Openrouter.ai and uses a free A.I. model to read and summarize the email. It then sends the summary as a message to your messenger (i.e. Line). Setup You need to find your email server IMAP credentials. Input your openrouter.ai API credentials or replace the HTTP request node with an A.I. node such as OpenAI. Input your messenger credentials. I use Line but you can change the node to another messenger line Telegram. You need to change the message ID to your ID inside the http request. You can find your user ID inside the https://developers.line.biz/console/. Change the "to": {insert your user ID}. How to adjust it to your needs You can change the A.I. prompt to fit your needs by telling it to mark emails from a certain address as important. You can change the A.I. model from the current meta-llama/llama-3.1-70b-instruct:free to a paid model or other free models. You can change the messenger node to telegram or any other messenger app you like.

An AI-powered email marketing automation workflow that generates personalized marketing emails using data from Google Sheets and delivers them directly to clients. This workflow combines the power of AI content generation with spreadsheet-based campaign management for seamless email marketing automation. What's the Goal? Automatically pull marketing offer details from Google Sheets (Sheet 1) Fetch client information from Google Sheets (Sheet 2) Use AI to generate compelling, personalized marketing content Format emails with professional structure and personalization Send targeted marketing emails directly to clients Enable scalable email marketing campaigns with minimal manual effort By the end, you'll have a fully automated email marketing system that creates and sends personalized campaigns based on your spreadsheet data. Why Does It Matter? Manual email marketing is labor-intensive and lacks personalization at scale. Here's why this workflow is a game changer: Zero Manual Drafting**: AI generates unique content for each recipient Data-Driven Personalization**: Leverages spreadsheet data for targeted messaging Scalable Campaigns**: Handle hundreds of clients with a single workflow execution Consistent Quality**: AI ensures professional, engaging content every time Time Efficiency**: Transform hours of work into minutes of automation Cost-Effective**: Reduce marketing team workload while increasing output Think of it as your intelligent marketing assistant that creates personalized campaigns at enterprise scale. How It Works Here's the step-by-step process behind the automation: Step 1: Track Offer Updates Node**: Track Offer Sheet Updates (Sheet 1) Function**: Monitor Google Sheets for new marketing offers or updates Trigger**: Automatically activates when new data is added to Sheet 1 Step 2: Generate Marketing Content Node**: Generate Marketing Content with AI Function**: Process offer details through AI model (Llama 3.2) Process**: Creates compelling marketing copy based on offer parameters Step 3: Fetch Client Information Node**: Fetch Client List (Sheet 2) Function**: Retrieve client names and email addresses from Sheet 2 Data**: Pulls client_name and client_email for personalization Step 4: Content Personalization Node**: Format Personalized Email Function**: Combine AI-generated content with client-specific data Output**: Creates personalized email for each recipient Step 5: Email Delivery Node**: Send Marketing Email to Client Function**: Deliver personalized emails directly to client inboxes Method**: Uses Gmail integration for professional delivery Google Sheets Structure Sheet 1: Marketing Offer Details | Column | Description | Example | |--------|-------------|---------| | title | Campaign/offer name | "Summer Sale 2024" | | discount | Discount percentage or amount | "25% OFF" | | validity | Offer expiration date | "Valid until July 31st" | | products_included | Items covered by offer | "All summer collection" | | original_price | Pre-discount pricing | "$199.99" | | discounted_price | Final pricing | "$149.99" | | cta | Call-to-action text | "Shop Now" | | bonus | Additional incentives | "Free shipping included" | Sheet 2: Client Information | Column | Description | Example | |--------|-------------|---------| | client_name | Customer's full name | "John Smith" | | client_email | Customer's email address | "john.smith@email.com" | How to Use the Workflow Prerequisites Google Sheets Setup: Create two sheets with the required column structure n8n Account: Access to n8n workflow platform Gmail API: Gmail account with API access configured AI Model Access: Llama 3.2 API credentials Importing the Workflow in n8n Step 1: Obtain the Workflow JSON Download the workflow file or copy the JSON code Ensure you have the complete workflow configuration Step 2: Access n8n Workflow Editor Log in to your n8n instance (Cloud or self-hosted) Navigate to the Workflows section Click "Add Workflow" to create a new workflow Step 3: Import the Workflow Option A: Import from Clipboard Click the three dots (⋯) in the top-right corner Select "Import from Clipboard" Paste the JSON code into the text box Click "Import" to load the workflow Option B: Import from File Click the three dots (⋯) in the top-right corner Select "Import from File" Choose the .json file from your computer Click "Open" to import the workflow Configuration Setup Google Sheets Integration Authenticate Google Sheets: Connect your Google account in n8n Configure Sheet 1: Set spreadsheet ID and range for marketing offers Configure Sheet 2: Set spreadsheet ID and range for client information AI Model Configuration Set API Credentials: Configure Llama 3.2 API key and endpoint Customize Prompts: Adjust AI prompts for your brand voice and style Set Content Parameters: Define content length, tone, and structure Gmail Integration Gmail API Setup: Enable Gmail API in Google Cloud Console OAuth Configuration: Set up OAuth credentials for email sending Sender Configuration: Configure sender name and email address Content Customization Email Templates: Customize email structure and branding Personalization Fields: Map spreadsheet columns to email variables Brand Guidelines: Set company colors, fonts, and messaging tone Workflow Execution Manual Execution Click "Execute Workflow" in the n8n interface Monitor execution progress through each node Review generated content and delivery status Automated Execution Set up triggers based on sheet updates Configure scheduling for regular campaign runs Enable webhook triggers for real-time processing Best Practices Data Management Keep spreadsheet data clean and formatted consistently Regular validation of email addresses in Sheet 2 Update offer details promptly in Sheet 1 Content Quality Review AI-generated content periodically Adjust prompts based on campaign performance Maintain consistent brand voice across campaigns Deliverability Monitor email bounce rates and engagement metrics Maintain clean email lists with valid addresses Follow email marketing best practices and regulations Performance Optimization Batch process large client lists for efficiency Monitor workflow execution times Implement error handling and retry mechanisms Troubleshooting Common Issues Authentication Errors**: Verify API credentials and permissions Sheet Access**: Ensure proper sharing permissions for Google Sheets Email Delivery**: Check Gmail API quotas and sending limits AI Processing**: Monitor API rate limits and response times Error Handling Implement retry logic for failed operations Set up notification systems for workflow failures Maintain backup data sources for critical campaigns Security Considerations Use environment variables for API keys and credentials Implement proper access controls for sensitive data Regular security audits of connected services Compliance with data protection regulations (GDPR, CAN-SPAM) Conclusion This Smart Email Marketing Generator transforms your marketing campaigns from manual, time-consuming tasks into automated, intelligent processes. By leveraging AI and spreadsheet data, you can create personalized, engaging campaigns that scale with your business needs while maintaining professional quality and consistency. The workflow represents a significant advancement in marketing automation, combining the accessibility of spreadsheet-based data management with the power of AI-driven content generation and automated delivery systems.

AI Proposal Generator System Categories* Sales Automation Document Generation AI Business Tools This workflow creates a complete AI-powered proposal generation system that transforms simple form inputs into professional, personalized proposals in under 30 seconds and can be deployed during live sales calls, allowing you to send polished proposals before the call even ends. Benefits* Instant Proposal Generation - Convert 30-second form inputs into professional proposals automatically High-Value Business Tool - Generates $1,500-$5,000 per client implementation Live Sales Integration - Generate and send proposals during active sales calls Complete Automation Pipeline - From form submission to email delivery with zero manual work Professional Presentation - Produces proposals indistinguishable from manually crafted documents Dual Platform Support - Works with both Google Slides (free) and PandaDoc (premium) integration How It Works* Smart Form Interface: Simple N8N form captures essential deal information Collects prospect details, problems, solutions, scope, timeline, and budget Designed for rapid completion during live sales conversations Advanced AI Processing: Uses sophisticated GPT-4 prompting with example-based training Converts basic form inputs into professionally written proposal sections Applies consistent tone, formatting, and business language automatically Dynamic Document Generation: Creates duplicate proposal templates for each new prospect Replaces template variables with AI-generated personalized content Maintains professional formatting and visual consistency Automated Email Delivery: Sends personalized email with proposal link immediately after generation Includes professional messaging and clear next steps Optionally includes invoice for immediate payment processing Premium PandaDoc Integration: Advanced version includes built-in payment processing Combines proposal, agreement, and invoice in single document Enables immediate signature and payment collection Business Use Cases* Service-Based Businesses - Generate proposals for consulting, agencies, and professional services Automation Agencies - Offer proposal generation as a high-value service to clients Sales Teams - Accelerate proposal creation and improve close rates Freelancers - Professionalize client interactions with instant custom proposals Consultants - Streamline business development with automated proposal workflows B2B Companies - Scale personalized proposal generation across entire sales organization Difficulty Level: Intermediate Estimated Build Time: 2-3 hours Monthly Operating Cost: $20-150 (depending on Google Slides vs PandaDoc) Watch My Complete Live Build* Want to see me build this entire $2,485 proposal system from scratch? I walk through every component live - including the AI prompting strategies, form design, Google Slides integration, and the advanced PandaDoc setup that enables payment collection. 🎥 See My Live Build Process: "I Built A $2,485 AI Proposal Generator In N8N (Copy This)" This comprehensive tutorial shows the real development process - including advanced AI prompting, template design, API integrations, and the exact pricing strategy that generates $1,500-$5,000 per client. Required Template Setup* Google Slides Template: Create a professional proposal template with these variable placeholders (wrapped in double curly braces): {{proposalTitle}} - Main proposal heading {{descriptionName}} - Project subtitle/description {{oneParagraphProblemSummary}} - Problem analysis section {{solutionHeadingOne}}, {{solutionHeadingTwo}}, {{solutionHeadingThree}} - Solution titles {{shortScopeTitleOne}} through {{shortScopeTitleThree}} - Scope sections {{milestoneOneDay}} through {{milestoneFourDay}} - Timeline milestones {{cost}} - Project pricing Form Field Requirements: The N8N form must include these exact field labels: First Name, Last Name, Company Name, Email, Website Problem (textarea) - Client's current challenges Solution (textarea) - Your proposed approach Scope (textarea) - Specific deliverables Cost - Project pricing How soon? - Timeline expectations PandaDoc Setup (Premium): Configure PandaDoc template with token placeholders matching the AI-generated content structure. Template must include pricing tables and signature fields for complete proposal-to-payment automation. Set Up Steps* Form Design & Integration: Create N8N form with optimized fields for proposal generation Design form flow for rapid completion during sales calls Configure form triggers and data validation AI Content Generation Setup: Configure OpenAI API for sophisticated proposal writing Implement example-based training with input/output pairs Set up JSON formatting for structured content generation Google Slides Integration (Free Version): Create professional proposal templates with variable placeholders Set up Google Cloud Console API access and credentials Configure template duplication and text replacement workflows Email Automation Setup: Configure Gmail integration for automated proposal delivery Design professional email templates with proposal links Set up dynamic content insertion and personalization PandaDoc Integration (Premium Version): Set up PandaDoc API for advanced document generation Configure payment processing and signature collection Implement proposal-to-payment automation workflows Testing & Quality Control: Test complete workflow with various proposal scenarios Validate AI output quality and professional presentation Optimize form fields and content generation based on results Advanced Features* Premium system includes: Payment Processing Integration: Collect payments immediately after proposal acceptance Digital Signature Collection: Streamline agreement execution with electronic signatures Custom Branding: Apply company branding and visual identity automatically Multi-Template Support: Generate different proposal types based on service offerings CRM Integration: Automatically sync proposal data with existing sales systems Why This System Works* The competitive advantage lies in speed and professionalism: 30-second generation time vs. hours of manual proposal writing Professional presentation that matches or exceeds manual proposals Live sales integration - send proposals during active conversations Consistent quality - eliminates human error and formatting inconsistencies Immediate follow-up - maintain sales momentum with instant delivery System Architecture* The workflow follows a simple but powerful 6-step process: Form Trigger - Captures essential deal information AI Processing - Converts inputs to professional content Template Duplication - Creates unique document for each prospect Content Replacement - Populates template with AI-generated content Email Delivery - Sends proposal with professional messaging Payment Collection (PandaDoc) - Enables immediate signature and payment Check Out My Channel* For more high-value automation systems and proven business-building strategies, explore my YouTube channel where I share the exact systems used to build successful automation businesses and scale to $72K+ monthly revenue.

Purpose of workflow: The purpose of this workflow is to automate scraping of a website, transforming it into a structured format, and loading it directly into a Google Sheets spreadsheet. How it works: Web Scraping: Uses the Jina AI service to scrape website data and convert it into LLM-friendly text. Information Extraction: Employs an AI node to extract specific book details (title, price, availability, image URL, product URL) from the scraped data. Data Splitting: Splits the extracted information into individual book entries. Google Sheets Integration: Automatically populates a Google Sheets spreadsheet with the structured book data. Step by step setup: Set up Jina AI service: Sign up for a Jina AI account and obtain an API key. Configure the HTTP Request node: Enter the Jina AI URL with the target website. Add the API key to the request headers for authentication. Set up the Information Extractor node: Use Claude AI to generate a JSON schema for data extraction. Upload a screenshot of the target website to Claude AI. Ask Claude AI to suggest a JSON schema for extracting required information. Copy the generated schema into the Information Extractor node. Configure the Split node: Set it up to separate the extracted data into individual book entries. Set up the Google Sheets node: Create a Google Sheets spreadsheet with columns for title, price, availability, image URL, and product URL. Configure the node to map the extracted data to the appropriate columns.

This workflow auto-fetches top financial headlines, cleans the content, and uses AI to summarize it into a short investor-friendly email. Good to know The workflow runs daily and relies on stable webpage access; check the URL (e.g., https://www.ft.com/) for availability. AI costs may apply depending on the LLM model used (e.g., GPT-4 or Gemini); refer to provider pricing. How it works Trigger the workflow daily with the Schedule Daily Trigger node. Fetch financial news from a webpage using the Fetch Webpage News node. Add a Delay to Ensure Page Load node to ensure content is fully loaded. Extract and clean headlines with the Extract News Headlines & Clean Extracted Data node. Process the data with the LLM Chat Model node to generate a summary. Send the summarized report via email using the Email Daily Financial Summary node. How to use Import the workflow into n8n and configure the nodes with your webpage URL and email credentials. Test the workflow to verify content fetching and email delivery. Requirements Webpage access (e.g., financial news site API or RSS) Email service (e.g., SMTP or API) LLM model credentials (e.g., GPT-4 or Gemini) Customising this workflow Adjust the Fetch Webpage News node to target different news sources or modify the LLM Chat Model prompt for a different summary style.

An intelligent WhatsApp-based chatbot designed for restaurants to automate customer interactions related to table bookings, menu inquiries, opening hours, services, and offers. Built using the n8n automation platform and powered by an AI language model, this solution streamlines communication, boosts efficiency, and improves customer satisfaction. Objectives Automate replies to common customer queries on WhatsApp Handle table booking requests with confirmation Provide menu item details, pricing, and dietary information Share restaurant timing, location, and service availability Promote offers and handle promotional queries Operate 24/7 without manual intervention Store bookings and conversations for reporting and analytics Workflow Summary Step 1: Message Reception Node: WhatsApp Trigger (Webhook or API-based) Function: Listens for incoming customer messages. Step 2: Intent Recognition Node: AI Query Processor (e.g., OpenAI API) Function: Detects customer intent (e.g., booking, menu, timing). Step 3: Conditional Routing Node: Switch or IF Node Function: Routes flow based on detected intent: General information (menu, timing, services) Table booking Step 4A: Respond to General Info Queries Node: AI Response or Static Reply Node Function: Returns relevant information (menu, timing, address, etc.). Step 4B: Process Booking Requests Nodes: Collect Booking Details** (via chatbot interactions) Store Booking Info** (to DB or Google Sheets) Send Booking Confirmation** (to customer) Step 5: Context Management Node: Set/Update Customer Data Function: Maintains conversation state and tracks follow-up messages. Database or Google Sheet Columns for Table Booking | Column Name | Description | | ----------------- | ----------------------------------------------- | | reservation\_id | Unique reservation identifier | | guest\_name | Full name of the guest | | contact\_number | Customer’s WhatsApp or mobile number | | email | (Optional) Email address | | booking\_date | Reservation date (YYYY-MM-DD format) | | booking\_time | Reservation time (HH\:MM format) | | party\_size | Number of guests | | table\_id | (Optional) Table number or identifier | | special\_requests | Allergies, seating preferences, etc. | | status | Booking status: Confirmed / Cancelled / Pending | | created\_at | Timestamp when booking was made | | updated\_at | Timestamp when booking was last modified | Prerequisites Verified WhatsApp Business Account with API access n8n instance (Cloud or self-hosted) Access to an AI service (e.g., OpenAI, Claude) Google Sheets, Airtable, MySQL, or other DB integration Setup Instructions Connect WhatsApp API using webhook or third-party WhatsApp provider (e.g., 360Dialog, Twilio). Integrate AI using HTTP Request or OpenAI node for response generation. Create Data Store (Google Sheet, Airtable, or MySQL) with defined booking columns. Design Workflow in n8n with intent detection, conditional logic, and response nodes. Test End-to-End by sending different WhatsApp queries and checking logs and stored data. Example Conversation Customer: “Can I book a table for 2 people tomorrow at 8 PM?” Bot: “Sure. Please provide your name and contact number to confirm the reservation for 2 people at 8:00 PM tomorrow.” \[Booking details are saved, and a confirmation is sent.] Benefits Fully automated customer interaction Supports real-time table reservations Accurate and quick responses Scales without increasing staff effort Operates 24/7 Centralized booking data for analytics Analytics and Reporting Track key performance metrics such as: Number of bookings per day/week Average response time Customer satisfaction scores (via feedback node) Popular menu items or query types Booking conversion rates Security and Compliance End-to-end encrypted WhatsApp messages Role-based access to sensitive data Compliance with data protection regulations (e.g., GDPR) Secure API integrations and storage solutions Conclusion This WhatsApp chatbot serves as a reliable, AI-powered digital front desk for restaurants. Built using n8n and scalable components, it automates customer support, manages bookings, and enhances operational efficiency while offering a seamless customer experience.

Build an AI Agent which accesses two MCP Servers: a RAG MCP Server and a Search Engine API MCP Server. This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Tutorial Click here to watch the full tutorial on YouTube! How it works We build an AI Agent which has access to two MCP servers: An MCP Server with a RAG database (click here for the RAG MCP Server An MCP Server which can access a Search Engine, so the AI Agent also has access to data about more current events Installation In order to use the MCP Client, you also have to use MCP Server Template. Open the MCP Client "MCP Client: RAG" node and update the SSE Endpoint to the MCP Server workflow Install the "n8n-nodes-mcp" community node via settings > community nodes ONLY FOR SELF-HOSTING: In Docker, click on your n8n container. Navigate to "Exec" and execute the below command to allow community nodes: N8N_COMMUNITY_PACKAGES_ALLOW_TOOL_USAGE=true Navigate to Bright Data and create a new "Web Unlocker API" with the name "mcp_unlocker". Open the "MCP Client" and add the following credentials: How to use it Run the Chat node and start asking questions More detailed instructions Missed a step? Find more detailed instructions here: Personal Newsfeed With Bright Data and n8n What is Retrievel Augmented Generation (RAG)? Large Language Models (LLM's) are trained on data until a specific cutoff date. Imagine a model is trained in December 2023 based data until September 2023. This means the model doesn't have any knowledge about events which happened in 2024. So if you ask the LLM who was the Formula 1 World Champion of 2024, it doesn't know the answer. The solution? Retrieval Augmented Generation. When using Retrieval Augmented Generation, a user's question is being sent to a semantic database. The LLM will use the information retrieved from the semantic database to answer the user's question. What is Model Context Protocol (MCP)? MCP is a communication protocol which is used by AI agents to call tools hosted on external servers. When an MCP client communicates with an MCP server, the server will provide an overview of all its tools, prompts and resources. The MCP server can then choose which tools to execute (based on the user's request) and execute the tools. An MCP client can communicate with multiple MCP servers, which can all host multiple tools.

Who is this for? This workflow is built for newsletter writers, marketers, content creators, or anyone who curates and summarizes web articles. It’s especially helpful for virtual assistants and founders who need to quickly turn web content into digestible, branded newsletters using AI. What problem is this workflow solving? Manually reading, summarizing, and formatting multiple articles into a newsletter takes time and focus. This workflow automates the process using Dumpling AI for crawling, GPT-4o for summarization, and Gmail for delivery—so you can go from raw URLs to a polished email in minutes. What this workflow does Starts manually (can also be scheduled) Reads a list of article URLs from Google Sheets Sends URLs to Dumpling AI to crawl and extract content Splits each article into a single item for processing Uses a Code node to clean and structure article data Uses an Edit Fields node to merge articles into one JSON block GPT-4o summarizes and generates HTML content for the newsletter Sends the formatted newsletter via Gmail Setup Google Sheets Create a sheet with a column (A) for article URLs Update the Read URLs from Google Sheet node to use your Sheet ID and tab name Connect your Google account in the credentials Dumpling AI Sign up at https://app.dumplingai.com Create an agent for web crawling under /crawl Add your Dumpling API key in the HTTP headers of the Crawl Content with Dumpling AI node Split Node Breaks apart the array of articles from Dumpling AI so each article is processed individually Code Node Structures each article as JSON with title, url, and cleaned text content Edit Fields Node Gathers all structured articles back into a single JSON array to prepare for AI summarization OpenAI (GPT-4o) Processes the article list and returns a formatted subject line and HTML newsletter content Gmail Connect your Gmail account to send the AI-generated newsletter to your inbox or team Update the recipient field in the Send HTML Email via Gmail node How to customize this workflow to your needs Replace the manual trigger with a Schedule node to send newsletters weekly Modify the GPT-4o prompt to change tone (e.g., more professional, funny, casual) Add filtering logic to skip low-value articles Connect Slack, Airtable, or Notion for internal team usage Change Gmail to SendGrid or Outlook if preferred Final Notes This workflow uses: Dumpling AI** /crawl endpoint to extract article content Split, **Code, and Edit Fields nodes to format multi-article input GPT-4o** for summarization and HTML formatting Gmail** for delivery This setup eliminates manual steps and delivers fast, consistent newsletters powered by AI.