Workflow Templates

Document-Aware WhatsApp AI Bot for Customer Support Google Docs-Powered WhatsApp Support Agent 24/7 WhatsApp AI Assistant with Live Knowledge from Google Docs 📝Description Template Smart WhatsApp AI Assistant Using Google Docs Help customers instantly on WhatsApp using a smart AI assistant that reads your company’s internal knowledge from a Google Doc in real time. Built for clubs, restaurants, agencies, or any business where clients ask questions based on a policy, FAQ, or services document. ⚙️ How it works Users send free-form questions to your WhatsApp Business number (e.g. “What are the gym rules?” or “Are you open today?”) The bot automatically reads your company’s internal Google Doc (policy, schedule, etc.) It merges the document content with today’s date and the user’s question to craft a custom AI prompt The AI (Gemini or ChatGPT) then replies back on WhatsApp using natural, helpful language All conversations are logged to Google Sheets for reporting or audit > 💡Bonus: The AI even understands dates inside the document and compares them to today’s date — e.g. if your document says “Closed May 25 for 30 days,” it will say “We're currently closed until June 24. 🧰 Set up steps Connect your WhatsApp Cloud API account (Meta) Add your Google account and grant access to the Doc containing your company info Choose your AI model (ChatGPT/OpenAI or Gemini) Paste your document ID into the Google Docs node Connect your WhatsApp webhook to Meta (only takes 5 minutes) Done — start receiving and answering customer questions! > 📄 Works best with free-tier OpenAI/Gemini, Google Docs, and Meta's Cloud API (no phone required). Everything is modular, extensible, and low-code. 🔄 Customization Tips Change the Google Doc anytime to update answers — no retraining needed Add your logo and business name in the AI agent’s “System Prompt” Add fallback routes like “Escalate to human” if the bot can't help Clone for multiple brands by duplicating the workflow and swapping in new docs 🤝 Need Help Setting It Up? If you'd like help connecting your WhatsApp Business API, setting up Google Docs access, or customizing this AI assistant for your business or clients… 📩 I offer setup, branding, and customization services: WhatsApp Cloud API setup & verification Google OAuth & Doc structure guidance AI model configuration (OpenAI / Gemini) Branding & prompt tone customization Logging, reporting, and escalation logic Just send a message via: Email: tharwat.elsayed2000@gmail.com WhatsApp: +20 106 180 3236

Who is this template for? This template is for learners, researchers, students and professionals who want to quickly capture the essence of a YouTube video. Steps in the workflow: Gets the transcript from any YouTube video through Supadata. Process the result from Supadata to one text Process the text with AI (any LLM of your choice) Final result: Produces a summary accompanied with the most important lessons and interesting facts mentioned in the video. The workflow automatically creates a new Google Doc wiht this output, in a folder of your choice on your Google Drive. (If you want to convert the markdown text to real markup after the Google Doc is created: just select all text (Ctrl-A or CMD-A), Cut the text (Ctrl-X or CMD-X and then go to Edit > Paste from Markdown.) Setup Edit your Supadata credentials in the second node (you can start for free) Choose your favourite LLM for AI processing Edit your Google Drive credentials. How to adjust it to your needs If you want the outcome to be different, edit the Prompt in "Proces transcript to summary template". The file name is a combination of ‘transcript ‘ and the date and time. You can change this to whatever you need in the Google Drive node. Supadata offers more details and options (or even translation) when working with transcripts. Check the options here: https://supadata.ai/documentation/youtube/get-transcript

It allows you to automate candidate retrieval and onboarding in your HR processes. How it works It monitors a Gmail address for new emails with a PDF attachment It expects the PDF to be a candidate’s CV, extracts the text using OCR, and then structures the data using ChatGPT Once the data is processed, it connects to Notion and adds (or updates) an entry in the specified database How to use Configure your Gmail account and provide your ChatGPT API key Provide an API key for the OCR service in a variable named OCR_SPACE_API_KEY Connect your Notion account Once everything is configured, the workflow will monitor your inbox for new emails. Just send an email with a PDF attachment to the configured address Requirements In addition to Gmail, ChatGPT, and Notion, the system uses a third-party OCR API (OCR SPACE). You’ll need to create an account and obtain an API key You must map the fields returned by ChatGPT to the Notion database, or use the same field names we are using Customising It should be easy to replace Notion with PostgreSQL or another database if needed

Explorium Prospects Search Chatbot Template Download the following json file and import it to a new n8n workflow: mcp\_to\_prospects\_to\_csv.json Overview This n8n workflow creates a chatbot that understands natural language requests for finding business prospects and automatically: Interprets your query using AI (Claude Sonnet 3.7) Converts it to proper Explorium API filters Validates the API request structure Fetches prospect data from Explorium Exports results as a downloadable CSV file Perfect for sales teams, recruiters, and business development professionals who need to quickly find and export targeted prospect lists without learning complex API syntax. Key Features Natural Language Interface**: Simply describe who you're looking for in plain English Smart Query Translation**: AI converts your request to valid API parameters Built-in Validation**: Ensures API calls meet Explorium's requirements Error Recovery**: Automatically retries with corrections if validation fails Pagination Support**: Handles large result sets automatically CSV Export**: Clean, formatted output ready for CRM import Conversation Memory**: Maintains context for follow-up queries Example Queries The chatbot understands queries like: "Find marketing directors at SaaS companies in New York with 50-200 employees" "Get me CTOs from fintech startups in California" "Show me sales managers at healthcare companies with revenue over $10M" "Find engineers at Microsoft with 3-5 years experience" "Get customer service leads from e-commerce companies in Europe" Prerequisites Before setting up this workflow, ensure you have: n8n instance with chat interface enabled Anthropic API key for Claude Explorium API credentials (Bearer token) - Get explorium api key Basic understanding of n8n chat workflows Supported Filters The chatbot can search using these criteria: Company Filters Size**: 1-10, 11-50, 51-200, 201-500, 501-1000, 1001-5000, 5001-10000, 10001+ employees Revenue**: Ranges from $0-500K up to $10T+ Age**: 0-3, 3-6, 6-10, 10-20, 20+ years Location**: Countries, regions, cities Industry**: Google categories, NAICS codes, LinkedIn categories Name**: Specific company names Prospect Filters Job Level**: CXO, VP, Director, Manager, Senior, Entry, etc. Department**: Sales, Marketing, Engineering, Finance, HR, etc. Experience**: Total months and current role duration Location**: Country and region codes Contact Info**: Filter by email/phone availability Installation & Setup Step 1: Import the Workflow Copy the workflow JSON from the template In n8n: Workflows → Add Workflow → Import from File Paste the JSON and click Import Step 2: Configure Anthropic Credentials Click on the Anthropic Chat Model1 node Under Credentials, click Create New Add your Anthropic API key Name: "Anthropic API" Save credentials Step 3: Configure Explorium Credentials You'll need to set up Explorium credentials in two places: For MCP Client: Click on the MCP Client node Under Credentials, create new Header Auth Add your authentication header (usually Authorization: Bearer YOUR_TOKEN) Save credentials For API Calls: Click on the Prospects API Call node Use the same Header Auth credentials created above Verify the API endpoint is correct Step 4: Activate the Workflow Save the workflow Click the Active toggle to enable it The chat interface will now be available Step 5: Access the Chat Interface Click on the When chat message received node Copy the webhook URL Access this URL in your browser to start chatting How It Works Workflow Architecture Chat Trigger: Receives natural language queries from users Memory Buffer: Maintains conversation context AI Agent: Interprets queries and generates API parameters Validation: Checks API structure against Explorium requirements API Call: Fetches prospect data with pagination Data Processing: Formats results for CSV export File Conversion: Creates downloadable CSV file Processing Flow User Query → AI Interpretation → Validation → API Call → CSV Export ↑ ↓ └──── Error Correction Loop ←──────┘ Validation Rules The workflow validates: Filter keys are allowed by Explorium API Values match expected formats (e.g., valid country codes) Range filters have proper gte/lte values No duplicate values in arrays Required structure is maintained Usage Guide Basic Conversation Flow Start with your query: "Find me VPs of Sales at software companies in the US" Bot processes and responds: Generates API filters Validates the structure Fetches data Returns CSV download link Refine if needed: "Can you also include directors and filter for companies with 100+ employees?" Query Tips Be specific**: Include job titles, departments, company details Use standard terms**: "CTO" instead of "Chief Technology Officer" Specify locations**: Use country names or standard codes Include size/revenue**: Helps narrow results effectively Advanced Queries Combine multiple criteria: "Find engineering managers and senior engineers at B2B SaaS companies in New York and California with 50-500 employees and revenue over $5M who have been in their role for at least 1 year" Output Format The CSV file includes: Prospect ID Name (first, last, full) Location (country, region, city) LinkedIn profile Experience summary Skills and interests Company details Job information Business ID Troubleshooting Common Issues "Validation failed" errors Check that your query uses supported filter values Ensure location names are spelled correctly Verify company sizes/revenues match allowed ranges No results returned Broaden your search criteria Check if the company exists in Explorium's database Verify filter combinations aren't too restrictive Chat not responding Ensure workflow is activated Check all credentials are properly configured Verify webhook URL is accessible Large result sets timing out Try adding more specific filters Limit results by location or company size Use the size parameter (max 10,000) Error Messages The bot provides clear feedback: Invalid filters**: Shows which filters aren't supported Value errors**: Lists correct options for each field API failures**: Explains connection or authentication issues Performance Optimization Best Practices Start broad, then narrow: Begin with basic criteria and add filters Use business IDs: When targeting specific companies Limit by contact info: Add has_email: true for actionable leads Batch by location: Process regions separately for large searches API Limits Maximum 10,000 results per search Pagination handles up to 100 records per page Rate limits apply based on your Explorium subscription Customization Options Modify AI Behavior Edit the AI Agent system message to: Change response format Add custom filters Adjust interpretation logic Include additional instructions Extend Functionality Add nodes to: Send results via email Import directly to CRM Schedule recurring searches Create custom reports Integration Ideas Connect to Slack for team queries Add to CRM workflows Create lead scoring systems Build automated outreach campaigns Security Considerations API credentials are stored securely in n8n Chat sessions are isolated No prospect data is stored permanently CSV files are generated on-demand Support Resources For issues with: n8n platform**: Check n8n documentation Explorium API**: Contact Explorium support Anthropic/Claude**: Refer to Anthropic docs Workflow logic**: Review node configurations

This n8n workflow automatically retrieves recent Reuters news articles related to a user-specified keyword, summarizes the main findings using Google Gemini, formats the output into styled HTML, and sends a clean email report to a specified address. 🚀 What It Does Collects news data from Bright Data's Reuters dataset. Sorts and filters top 10 most recent news articles by publication_date. Sends structured news data to Gemini Flash for summarization. Converts Gemini's response (in Markdown) into styled HTML. Delivers a concise news briefing via email, including clickable source links and topic highlights. 🛠️ Step-by-Step Setup User Form: Accepts a keyword from the user via an n8n form trigger. Bright Data API: Posts a discover_new request to Bright Data's Reuters dataset using the keyword. Snapshot Polling: Waits and checks for dataset readiness using the snapshot ID. Data Retrieval: Downloads the news data once the snapshot is complete. Parsing: Filters and sorts the latest 10 articles using a Python Code node. AI Analysis: Google Gemini summarizes the filtered content into one briefing. Markdown → HTML: Converts AI response into styled HTML using Markdown + Code node. Email Delivery: Sends the briefing as an email to a predefined recipient. 🧠 How It Works Polling Control: Uses Wait and If nodes to handle Bright Data snapshot readiness. Date Sorting: Publication dates (ISO 8601 format) are parsed and used for sorting. AI Summarization: Gemini condenses multiple articles into one cohesive summary. Formatting: Clean HTML with readable styles is generated dynamically before sending. 📨 Final Output The email includes: A brief summary of the most important developments Date range of the collected news Topics covered 🔐 Credentials Used Bright Data API (replace YOUR_API_KEY in the HTTP nodes) Google Gemini (Flash) API Email SMTP (configured in Email Send node) ⚠️ Notes You must replace all YOUR_API_KEY placeholders in Bright Data request headers with your actual Bright Data API key. You can customize the keyword prompt and output style freely. I would recommend to keep the sort = relevance option for best chronological results - sorting by date is handled later.

This is a simple webpage scraper that specifically grabs today's newest 4K Bluray Preorders as listed on the Blu-ray.com website. This is a scheduled workflow that can run every day and will post a formatted summary message of links to a Discord channel of your choice. Minimal setup required: Just create a webhook for the channel you want posted to in Discord and provide that in the final step. The timezone format step is set to East Coast (NYC) by default, feel free to change. No API keys or any special configuration needed (beyond your Discord webhook) Feel free to customize the formatting of the message that gets posted 👍 How it works: First format todays date to match the formatting used on the website Grab the HTML for the preorders page at www.blu-ray.com Filter only the hyperlinks for each Bluray on the page Then further filter only those with an html header matching today's date Format how you want the message to be sent to your Discord channel (in this case a simple list of Hyperlinks for each Title) Send to Discord! Disclaimer: This should be only for personal use.** The links go back to the blu-ray.com website, which is a good thing! Don't abuse this by slamming their site with some crazy level of automation frequency. Support the blu-ray.com website by using their affiliate links whenever you do want to preorder a title ;) This is one of my first shared templates, so it may not be super optimal or perfect but it works for my needs and hopefully you'll find some use out of it! Discord currently has a 2000 character limit on webhook messages. Some of the messages may get truncated as a result.

Try It Out! This n8n template creates a fully automated Instagram content schedule using AI and Google Sheets. It is perfect for content creators, marketing teams, or local businesses looking to organize and scale their social media posting. How it works The workflow starts by reading two sets of inputs from a Google Sheet: Your content strategy inputs (Pillar, Objective, Frequency, Format, Structure, Examples). A list of scraped blog posts with title, URL, and description (fetched from your website). Blog posts are scraped using Apify and parsed to extract key fields, which are stored in a tab labeled "Input (blog month)". You can assign a preferred posting month for each blog (e.g. fall blog posts get tagged for September). The workflow then merges both inputs and extracts the relevant information for further information added by ChatGPT. AI Scheduling & Personalization Once merged, the workflow loops through each content item and: Identifies if the scheduled post falls on or near a holiday (like Mother’s Day) and adjusts the content accordingly. A reference tool is attached to guide structure and tone, based on a library of post examples. Sends the content to an AI Agent (using GPT-4, but customizable) that generates: A compelling Instagram caption A visual description Hashtags Suggested post date, day, content pillar, and format (carousel, reel, image, etc.) Output All generated content including captions, structure, dates, hashtags, and pillar is exported into a tab titled Output in your Google Sheet. The final schedule is ready for manual review, editing, or publishing to social media. How to use The workflow uses a manual trigger to start, but you can replace it with a Webhook, cron job, or form submission. Add/edit your content strategy in Google Sheets. How to Set-Up Initial Input Tab Define your content pillars and structure Create a tab named "Input" or "Strategy" Include these columns: Pillar: e.g., Family images Objective: e.g., Showcase images Frequency: e.g., Bi-weekly Content Form: e.g., Images, Reels Structure: brief description of expected layout (e.g., carousel Q&A, singular photo) Examples: prompts or questions to guide AI (e.g., Why do you think families should do a session?) Input (blog month) Tab – Store scraped blog content Include these columns: URL: direct link to blog post Title: blog post title Description: short summary of the post Preferred Month: month you want it posted (e.g., August, September) This sheet is partially auto-filled by the workflow (except for Preferred Month) Output Tab – Final scheduled content Include these columns: Date: scheduled posting date (YYYY-MM-DD) Day: day of the week Pillar: content category assigned Format: e.g., Images, Reels, Carousel Description: visual summary Caption: Instagram-ready caption Hashtags: complete hashtag block To use the Apify HTTP Request node: Drag in an HTTP Request node into your n8n workflow. Set the Method and URL based on how you're using Apify: Use POST if you want to run an actor live with dynamic input (e.g. scrape blog posts in real time). Use GET if you want to retrieve results from a completed or static dataset run (faster and cheaper if you're reusing previous data). Configure query or body parameters: Include your Apify API token for authentication (e.g. token=YOUR_API_KEY) For POST: include an input object with any required actor settings (e.g., blog URL to scrape). For GET: specify the dataset ID in the URL Test the node to ensure you're retrieving the blog titles, descriptions, and URLs as expected. Requirements Apify account for scraping blog posts OpenAI key (e.g. GPT-4) or another model of your choice Google Sheets Credentials Example Use Cases A photographer repurposing blogs into Instagram carousels A nonprofit automatically generating seasonal posts A small team managing multi-pillar content across weeks or months Need Help? Join the n8n Discord or ask in the n8n Forum! Happy Content Making ! 📅✨

This workflow converts any n8n workflow outputs into Markdown notes that are accessible in your Obsidian Vault through Google Drive synchronization. Setup Requirements Create a designated folder in Google Drive (Desktop). Create a symbolic link between this folder and a new target folder in your Obsidian Vault. Configure Google Drive n8n node settings. Send the output of any workflow to the trigger, and the notes will appear in your Vault folder. Optional Features You can use AI agents to: Write notes in your preferred format (e.g., Zettelkasten). Compose YAML front matter. Suggest tags. Use Cases Convert RSS feed items to notes. Create notes from YouTube video transcripts. Transform tasks in Slack messages into Obsidian tasks. (Requires setting up a corresponding workflow, e.g., RSS trigger, YouTube transcriber, or Slack bot.)

This no-code n8n workflow finds recent Instagram posts by hashtag, scrapes profile data, and uses an AI agent to evaluate whether each account is a good collaboration lead. The workflow filters based on the number of followers and the content of their bio, and outputs structured reasoning for outreach decisions. Perfect for creators, marketers, or business developers looking to automate influencer or community partnership prospecting—especially in niche ecosystems like n8n. ✅ Key Features 🔍 Hashtag Discovery**: Finds recent Instagram posts from a specified hashtag (e.g., #n8n) 👤 Account Scraping**: Retrieves profile details such as follower count and biography 🧠 AI Evaluation**: Uses OpenAI and LangChain to determine if the profile is a good fit for outreach 📦 Structured Output**: Returns a JSON object with "Yes/No" lead status and reasoning 🛠️ Manual Execution**: Run on demand using the manual trigger 🧰 What You'll Need | Tool / API | Purpose | Setup Steps | |-------------------------|------------------------------------------|-------------| | Apify Account | To access Instagram scraping actors | Create account → Generate API Token → Use in httpQueryAuth credential in n8n | | OpenAI API Key | To power the AI decision-making agent | Sign up at OpenAI → Create API key → Paste into OpenAI credential in n8n | | LangChain Plugin for n8n | AI Orchestration with System Message | Install LangChain nodes from Community Nodes (already installed in this workflow) | 🔧 Step-by-Step Setup 1️⃣ Manual Trigger Node**: When clicking ‘Execute workflow’ Use**: Allows you to run the workflow manually while testing. 2️⃣ Define Hashtag Node**: Create Search Term Value**: Sets "n8n" as the default Instagram hashtag to scan. You can edit this to any other hashtag you'd like. 3️⃣ Find Recent Posts Node**: Find Recent Posts API**: Apify Instagram Hashtag Scraper Auth Setup**: Go to your Apify Console Click “Create new token” In n8n, create a new HTTP Query Auth credential Set token in the token query param (e.g., ?token=yourTokenHere) Choose the credential in this node 4️⃣ Scrape Each Profile Node**: Scrape Accounts API**: Apify Instagram Profile Scraper Body**: JSON with usernames from the hashtag search Note**: Uses the same httpQueryAuth credential as the previous node. 5️⃣ Extract Fields Node**: Set bio and follower count What it does**: Extracts biography and followersCount from the profile JSON and stores them in clean variables for AI input. 6️⃣ AI Lead Scoring Node**: AI Agent Purpose**: Uses GPT-4o-mini to analyze the bio and follower count Prompt Details**: 7️⃣ AI Model Node**: OpenAI Chat Model Model**: gpt-4o-mini Credential**: Connect your OpenAI account via API Key. Go to OpenAI API Keys Copy your key and create a new OpenAI API credential in n8n. 8️⃣ Output Parser Node**: Structured Output Parser What it does**: Parses the response from the AI into structured JSON for further use (e.g., storing leads, sending to Airtable, etc.) 🧪 Sample Output { "lead status": "Yes", "Reasoning": "The user has 3.5k followers and their bio shows they build automations with n8n." } 📬 Need More Help? If you'd like assistance setting this up, customizing it to your niche, or expanding it to score and store leads automatically — I can help! 👤 Robert Breen Automation Consultant | AI Workflow Designer | n8n Expert 📧 robert@ynteractive.com 🌐 ynteractive.com 🔗 LinkedIn

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. 🧠 AI-Powered Blog Post Generator Category: Content Automation / AI Writing / Marketing Description: This automated workflow helps you generate fresh, SEO-optimized blog posts daily using AI tools—perfect for solo creators, marketers, and content teams looking to stay on top of the latest AI trends without manual research or writing. For more of such builds and step-by-step Tutorial Guides, check out: https://www.youtube.com/@Automatewithmarc Here’s how it works: Schedule Trigger kicks off the workflow daily (or at your preferred interval). Perplexity AI Node researches the most interesting recent AI news tailored for a non-technical audience. AI Agent (Claude via Anthropic) turns that news into a full-length blog post based on a structured prompt that includes title, intro, 3+ section headers, takeaway, and meta description—designed for clarity, engagement, and SEO. Optional Memory & Perplexity Tool Nodes enhance the agent's responses by allowing it to clarify facts or fetch more context. Google Docs Node automatically saves the final blog post to your selected document—ready for review, scheduling, or publishing. Key Features: Combines Perplexity AI + Claude AI (Anthropic) for research + writing Built-in memory and retrieval logic for deeper contextual accuracy Non-technical, friendly writing style ideal for general audiences Output saved directly to Google Docs Fully no-code, customizable, and extendable Use Cases: Automate weekly blog content for your newsletter or site Repurpose content into social posts or scripts Keep your brand relevant in the fast-moving AI landscape Setup Requirements: Perplexity API Key Anthropic API Key Google Docs (OAuth2 connected)

This workflow automates invoice generation from form submissions, ensuring unique order IDs, creating PDF invoices, storing files, emailing customers, and logging invoice data — all seamlessly integrated. 🔹 Workflow Overview Trigger (Webhook) Starts when an order form is submitted, capturing customer and order details. Generate Random Order ID A Function node creates a unique alphanumeric invoice ID (e.g., INV-X92B7D). Check for Duplicate Order ID Google Sheets looks up the generated order ID in your invoice log sheet to prevent duplicates. Conditional Check (IF Node) If the ID already exists → regenerates a new ID (loops back) If unique → proceeds to invoice creation Prepare Invoice Data A Set node formats customer info, date, order items, and the unique order ID to fit your invoice template. Convert HTML to PDF HTTP Request node sends your invoice HTML to the RapidAPI HTML-to-PDF service and receives the PDF file. Upload PDF to Cloud Storage Save the PDF in Google Drive or Dropbox with a clear file name like Invoice-INV-X92B7D.pdf. Send Invoice Email to Customer Email node attaches the PDF and includes the order ID in the email subject/body. Log Invoice Details Append invoice data (customer info, order ID, total, PDF link) to your Google Sheet for tracking. ⚙️ Node Details & Setup 1. Webhook Trigger Configure to receive form submissions (order details like name, email, items, total). 2. Function: Generate Random Order ID Sample JS code generates unique IDs prefixed by INV-. 3. Google Sheets: Lookup Row Set up connection to your invoice log sheet. Search for existing order ID to avoid duplicates. 4. IF Node: Check Order ID Existence Condition: If order ID found → loop to regenerate. Else → continue workflow. 5. Set Node: Prepare Invoice HTML Define variables like customer name, date, items, and order ID. This data populates your HTML invoice template. 6. HTTP Request: Convert HTML to PDF API URL to get your key Send invoice HTML in the request body. Receive PDF file blob or download URL. 7. Google Drive (or Dropbox) Upload Upload the PDF file. Use file name format: Invoice-{{$json["order_id"]}}.pdf 8. Email Node Recipient: customer email from the form data. Attach generated PDF. Include order ID in email subject or body for reference. 9. Google Sheets: Append Row Log invoice metadata to keep records updated. 📁 Google Sheets Template You can make a copy of the invoice log template here This sheet includes columns for order\_id, customer name, email, total, and invoice PDF link. Customize it as needed. 📌 Additional Notes Customize the invoice HTML template inside the Set node to match your branding. Ensure API credentials for RapidAPI, Google Drive/Dropbox, and email are properly set up in your n8n credentials. You can expand this workflow by adding payment processing or SMS notifications. Need help or want a custom workflow? Reach out via email at joseph@uppfy.com.

How it works This workflow enhances contact intelligence by retrieving new or updated contact data, enriching it using AI and external APIs, and then updating your CRM or contact management system with intelligent insights. It automates the process of gathering, enriching, and organizing contact information to improve targeting, personalization, and engagement. Step-by-step 1. Trigger & Input The workflow is triggered by a scheduler or webhook event. It reads a new contact entry (or an updated one) from your source, such as a spreadsheet or form. Basic fields like name, email, and company are used as the starting point for enrichment. 2. Contact Lookup & Parsing The contact's domain or company is extracted and used to perform a lookup via an external data source. Data such as company details, job title, or LinkedIn profile is retrieved. Parsed and cleaned to remove duplicates, missing values, or invalid results. 3. AI Enrichment The enriched contact is passed through an AI model (such as GPT or another NLP service). The model analyzes job role, seniority, and inferred interests based on available data. Insights like intent, persona category, or engagement score are generated. 4. Validation & Tagging The AI-enriched data is validated to ensure consistency and accuracy. Tags and segments (e.g., "Decision Maker", "Technical Buyer", etc.) are assigned based on rules or AI inference. This enables smart filtering, targeting, and routing later in your CRM or campaigns. 5. Output & Integration The final enriched and validated contact is written back to your CRM, sheet, or marketing platform. The system also: Sends a Slack/Email alert with a summary. Updates the original contact entry with a "Processed" or "Enriched" status. Triggers next steps, such as personalized outreach or nurture sequences. Benefits Enhances Contact Profiles with AI-generated insights and third-party data. Improves Segmentation & Targeting through smart tags and persona classification. Automates Manual Research, saving time and improving accuracy. Easily Extendable by adding more AI models, data sources, or CRM integrations.