Workflow Templates

Use Case When tracking your contacts and leads in Hubspot CRM, every new contact might be a potential customer. To guarantee that you're keeping the overview you'd normally need to look at every new lead that is coming in manually to identify high-quality leads to prioritize their engagement and optimize the sales process. This workflow saves the work and does it for you. What this workflow does The workflow runs every 5 minutes. On every run, it checks the Hubspot CRM for contacts that were added since the last check. It then checks if they meet certain criteria (in this case if they are making +5m annual revenue) and alerts you in Slack for every match. Setup Add Hubspot, and Slack credentials. Click on Test workflow. How to adjust this workflow to your needs Change the schedule interval Adjust the criteria to send alerts

🤖 AI Customer Support Agent with Google Docs Knowledge (Telegram + OpenAI) This no-code workflow turns your Telegram bot into an intelligent, always-on AI support agent that references your business documentation in Google Docs to respond to customer queries—instantly and accurately. Watch full step-by-step video tutorial of the build here: https://youtu.be/Mlv7CjGO7wI 🔧 How it works: Telegram Trigger – Captures incoming messages from users on your Telegram bot Langchain AI Agent (OpenAI GPT) – Interprets the message and uses RAG (retrieval-augmented generation) techniques to craft an answer Google Docs Tool – Connects to and retrieves context from your specified Google Doc (e.g. FAQ, SOPs, policies) Memory Buffer – Keeps track of recent chat history for more human-like conversations Telegram Reply Node – Sends the AI-generated response back to the user 💡 Use Cases: E-commerce customer service SaaS product onboarding Internal helpdesk bot for teams WhatsApp-style support for digital businesses 🧠 What makes this powerful: Supports complex questions by referencing a live Google Doc knowledge base Works in plain conversational language (no buttons or forms needed) Runs 24/7 with zero code Easily extendable to Slack, WhatsApp, or email support 🛠️ Tools used: Telegram Node (trigger + send) Langchain Agent with OpenAI GPT Google Docs Tool Memory Buffer Sticky Notes for easy understanding

Automated system for monitoring and analyzing competitor activities, funding rounds, and market movements using CrunchBase data. 🚀 What It Does Tracks competitor funding rounds Monitors leadership changes Analyzes investment patterns Identifies new market entries Tracks product launches 🎯 Perfect For Startup founders Business strategists Market analysts Investment professionals Corporate development ⚙️ Key Benefits ✅ Competitive intelligence ✅ Early warning system ✅ Market trend analysis ✅ Strategic insights ✅ Time-saving automation 🔧 What You Need CrunchBase API access n8n instance Google Sheets (for data storage) Notification preferences 📊 Tracking Metrics Funding amounts and rounds Investor networks Hiring trends Market expansion Product updates 🛠️ Setup & Support Quick Setup Start tracking in 20 minutes with our step-by-step guide 📺 Watch Tutorial 💼 Get Expert Support 📧 Direct Help Gain a competitive edge with automated tracking and analysis of your competitors' activities and strategies.

AI-Powered Daily Gmail Digest Summary using LangChain & OpenRouter This n8n template helps you automatically summarize your daily Gmail messages using OpenRouter's GPT model via LangChain. It generates a structured email digest highlighting key information, tasks, issues, and action items — all delivered to your inbox every morning. Who’s it for Busy professionals who want a quick overview of their daily emails Founders or managers needing to track team or client communication Anyone looking to automate inbox triage and reduce time spent on emails How it works / What it does This n8n workflow runs every morning at 7 AM, automatically: Fetches emails from the last 24 hours Collects important fields: sender, subject, and snippets Feeds them into an AI-powered agent (OpenRouter + LangChain) The AI: Extracts key topics, tasks, deadlines, and issues Formats the info clearly with a bullet-point summary Sends the final summarized report to your inbox How to set up Clone or import the workflow into your n8n instance Replace <Your Email ID> in the Code node with your actual Gmail address (or remove if not needed) Ensure your Gmail and OpenRouter credentials are set up in n8n Update the recipient email in the Send Summary node if you want it sent to a fixed address Activate the workflow once tested How to customize the workflow Change Summary Style:** Edit the system message in the LangChain Agent to match your tone (e.g. casual, business, detailed) Adjust Digest Time:** Change the Schedule Trigger to any preferred hour Customize Recipients:** Change or add recipients dynamically or statically in the Gmail send node Filter Email Type:** Modify the Gmail query in the Code node to include filters like from:, is:unread, subject:project

This n8n template offers a simple yet capable chatbot assistant who can answer course enquiries over SMS. Given the right access to data, AI Agents are capable of planning and performing relatively complex research tasks to get their answers. In this example, the agent must first understand the database schema, retrieve lists of values before generating it's own query to search over the database. Checkout the example database here - https://airtable.com/appO5xvP1aUBYKyJ7/shr8jSFDaghubDOrw How it works A Twilio trigger gives us the ability to receive SMS input into our workflow via webhook. The message is then directed to our AI agent who is instructed to assist the user and use the course database as reference. The database is an Airtable base. The agent autonomously figures out which tool it needs to use and generates it's own "filter_by_formula" query to search over the available courses. On successful search results, the Agent can then use this information to answer the user's query. The Agent's output is logged in a second sheet of the Airtable base. We can use this later for analysis and lead gen. Finally, the response is sent back to the user through SMS using Twilio. How to use Ensure your Twilio number is set to forward messages to this workflow's webhook URL. Configure and update the course database as required. If you're not interested in courses, you can swap this out for inventory, deliveries or any other data relevant to your business. Ask questions like: "Can you help me find suitable courses to fill my Wednesday mornings?" "Which courses are being instructed by profession Lee?" "I'm interested in creative arts. What courses are available which could be relevant to me?" Requirements Twilio for SMS receiving and sending OpenAI for LLM and Agent Airtable for Course Database Customising this workflow Add additional tools and expand the range of queries the agent is able to answer or assist with. Not using Airtable? This technique also works with SQL databases like PostgreSQL.

Who's this for? If you own a website and need to analyze your keyword rankings If you need to create a keyword report on your rankings If you want to grow your keyword positions SerpBear is an opensourced SEO tool specifically for keyword analytics. Click here to read details of how I use it Example output of A.I. Key Observations about Ranking Performance: The top-performing keyword is “Openrouter N8N” with a current position of 7 and an improving trend. Two keywords, “Best Docker Synology” and “Bitwarden Synology”, are not ranking in the top 100 and have a stable trend. Three keywords, “Obsidian Second Brain”, “AI Generated Reference Letter”, and “Actual Budget Synology”, and “N8N Workflow Generator” are not ranking well and have a declining trend. Keywords showing the most improvement: “Openrouter N8N” has an improving trend and a relatively high ranking of 7. Keywords needing attention: “Obsidian Second Brain” has a declining trend and a low ranking of 69. “AI Generated Reference Letter” has a declining trend and a low ranking of 84. “Actual Budget Synology”, “N8N Workflow Generator”, “Best Docker Synology”, and “Bitwarden Synology” are not ranking in the top 100. Use case Instead of hiring an SEO expert, I run this report weekly. It checks the keyword rankings of the past week and gives me recommendations on what to improve. How it works The workflow gathers SerpBear analytics for the past 7 days. It passes the data to openrouter.ai for A.I. analysis. Finally it saves to baserow. How to use this Input your SerpBearcredentials Enter your domain name Input your Openrouter.ai credentials Input your baserow credentials You will need to create a baserow database with columns: Date, Note, Blog Created by Rumjahn

Auto-Categorize Outlook Emails with AI in n8n How It Works Trigger: The workflow starts with the Microsoft Outlook Trigger node, polling your inbox every minute for new emails. Extract & Clean Email Content: The email’s key fields (from, subject, isRead, body) are extracted. The body is converted from HTML to Markdown, then sanitized to plain text for reliable AI processing. Node Setup Details: Microsoft Outlook Trigger Resource: Message Operation: Trigger on new email Fields to Output: from, subject, isRead(optional), body Folders to Include: (Set to your Inbox or specific folder IDs) Markdown Node Input: {{$json"body"}} (HTML email body) Output Key: Email Body Markdown Purpose: Converts HTML to Markdown for easier downstream processing. Sanitize Node (Code Node) Input: Email Body Markdown from previous node Purpose: Cleans up Markdown, strips images, links, HTML tags, table formatting, and truncates to 4000 characters. Sample JS Code: // Get the markdown content from the previous node const markdownContent = $input.item.json["Email Body Markdown"]; Setup AI tools Move message and Get Folders Outlook tools are required, get contacts is optional. Set each field in the tools to "defined automatically by the model" and describe each field so the model understands how to use it. OpenRouter or other LLM models tool: You can use any client for this, but make sure to use a model that does well with tool calls (Claude, GPT-4.1, Gemini 2.5 Pro, etc.). Best Practices & Notes AI Prompt Engineering:** The AI is instructed to be conservative—never move emails from real people or saved contacts, and always explain its reasoning if it doesn’t move a message. This automation only works for NEW incoming messages. Inbox Zero:** This system is designed to help you achieve and maintain Inbox Zero by keeping only actionable items in your main inbox. Customization:** You can adjust the folder logic, add more categories, or tweak the AI prompt for your specific needs. Privacy:** All processing happens within your n8n instance; no email data is stored outside your environment except for the AI call (which only receives sanitized, minimal content).

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Automatically transform your video uploads into AI-powered summaries with key topic extraction and instant team notifications. What this workflow does Monitors Google Drive for new video uploads Downloads and processes videos using VLM Run AI Generates intelligent summaries with key topics extracted Posts results to Slack for immediate team access Setup Prerequisites: Google Drive account, VLM Run API credentials, Slack workspace, self-hosted n8n. You need to install VLM Run community node Quick Setup: Configure Google Drive OAuth2 and create video upload folder Add VLM Run API credentials Set up Slack integration for notifications Update folder/channel IDs in workflow nodes Test and activate Perfect for Meeting recordings and training videos Webinar summaries and educational content Content analysis and team collaboration Any video content requiring quick insights Key Benefits Asynchronous processing** handles large files without timeouts Multi-format support** for MP4, AVI, MOV, WebM, MKV Instant team updates** via Slack notifications Saves hours** of manual video review time How to customize Extend by adding: Video categorization and tagging Integration with project management tools Email notifications alongside Slack Searchable video databases with summaries This workflow transforms lengthy videos into actionable insights, making your content instantly accessible and shareable with your team.

This n8n template allows you to monitor hourly weather conditions in a specific city using OpenWeatherMap and log the results to a Google Sheet. It’s perfect for anyone needing periodic weather tracking—whether you're managing logistics, travel planning, or environmental monitoring. 🔧 How it works A Schedule Trigger activates the workflow every hour. The Get Weather Data from OpenWeatherMap node fetches real-time weather details using the city name you specify. An IF node checks if the weather description contains "rain" or the temperature is below a set threshold. If the condition is true, the data is formatted with city, temperature, humidity, and conditions. The Google Sheets node appends this formatted information to your designated sheet. 👤 Who is it for? This workflow is ideal for: Operations teams monitoring weather-sensitive logistics Researchers collecting climate data Developers and hobbyists learning how to connect APIs with Google Sheets 🗂️ Google Sheet Structure Your Google Sheet should have the following columns: city (string) temperature (K) (number) humidity (number) conditions (string) status (string) ⚙️ Setup Instructions Create a Google Sheet with the above columns. Set up your Google Service Account credentials in n8n. Replace the API key in the HTTP Request node with your own OpenWeatherMap credential. Specify your target city and ensure your OpenWeatherMap account is active. Adjust the frequency in the Schedule Trigger as needed (default: every hour).

Overview This release introduces a Voice-Enabled Tour Recommendation System that leverages n8n, ElevenLabs Voice Agent, OpenAI GPT-4o, and Pinecone Vector DB to deliver personalized travel itineraries based on spoken input. Users speak their preferences to the ElevenLabs voice agent, which then triggers an n8n workflow that returns a tailored tour plan. Features Voice interaction with AI-powered travel agent via ElevenLabs Uses ChatGPT-4o for contextual understanding and generation Dynamic query handling with vector-based search using Pinecone Fast response generation using n8n webhook Modular agent memory and role design for scalable enhancement Pre-requisites n8n account with workflow creation access ElevenLabs account with agent and webhook setup OpenAI API key (GPT-4o access) Pinecone account for vector database A list of vectorized tour packages using this n8n embedder (https://creators.n8n.io/workflows/5085) Setup Instructions Step 1: Configure the Voice Agent Webhook in ElevenLabs Use POST method Webhook URL: https://... Breakdown voice input into: Destination Type of tour Number of days Number of passengers Step 2: Set Up the AI Agent Prompt in ElevenLabs Use a conversational style with summaries, clarifying questions, and affirmations. Example Prompt: “You use a natural speech style and periodically summarize... Your goal is to help callers create a personalized tour plan.” Step 3: Select LLM LLM: GPT-4o Mini Memory window: Up to 5 contexts Step 4: Integrate Tools Use Custom Tool: n8n ID: tool_xxxxxx Tool Description: “Generates travel plan once the details are collected” Step 5: Build n8n Workflow Trigger: Webhook (POST) Process user input: Tour Recommendation AI Agent Use OpenAI Chat Model (GPT-4o) for reasoning Query Pinecone Vector Store using Tour Builder Q&A node Respond with structured Itinerary Plan via webhook response How to use: Execute the n8n workflow (the webhook waits for the voice trigger from elevenlabs) Start the Elevenlabs Voice Agent Request for a tour plan to any destination giving the details of your tour preferences. Wait for the Voice Agent to respond back with tour package suggestions after fetching the tour details from the n8n workflow. Close the conversation. | Area | Improvement | | ------------------ | ----------------------------------------------------- | | 🔉 Voice UX | Natural-sounding travel agent using ElevenLabs | | 💡 Personalization | ChatGPT-4o adapts based on travel style & preferences | | 📚 Knowledge Base | Pinecone-powered vector retrieval of real tour data | | 🔁 Reusability | Modular workflow with reusable embedding tools | | ⚙️ System Design | Separation of memory, logic, and data layers | Who is this for? Travel Agencies & DMCs Offer ultra-personalized packages based on customer queries. Let AI do the matching. Tour Package Aggregators Auto-curate and send matching packages from your catalog — no manual searching needed. Content & Marketing Teams Craft customized tour recommendations for email campaigns and newsletters. Tech-enabled Travel Startups Embed this intelligence in your workflows, CRMs, or chatbots to delight customers.

This n8n workflow demonstrates how to build a simple uptime monitoring service using scheduled triggers. Useful for webmasters with a handful of sites who want a cost-effective solution without the need for all the bells and whistles. How it works Scheduled trigger reads a list of website urls in a Google Sheet every 5 minutes Each website url is checked using the HTTP node which determines if the website is either in the UP or DOWN state. An email and Slack message are sent for websites which are in the DOWN state. The Google Sheet is updated with the website's state and a log created. Logs can be used to determine total % of UP and DOWN time over a period. Requirements Google Sheet for storing websites to monitor and their states Gmail for email alerts Slack for channel alerts Customising the workflow Don't use Google Sheets? This can easily be exchanged with Excel or Airtable.

This workflow creates a Jira issue when a new ticket is created in Zendesk. Subsequent comments on the ticket in Zendesk are added as comments to the issue in Jira. Prerequisites Zendesk account and Zendesk credentials. Jira account and Jira credentials. Jira project to create issues in. How it works The workflow listens for new tickets in Zendesk. When a new ticket is created, the workflow creates a new issue in Jira. The Jira issue key is then saved in one of the ticket's fields (in setup we call this "Jira Issue Key"). The next time a comment is added to the ticket, the workflow retrieves the Jira issue key from the ticket's field and adds the comment to the issue in Jira. Setup This workflow requires that you set up a webhook in Zendesk. To do so, follow the steps below: In the workflow, open the On new Zendesk ticket node and copy the webhook URL. In Zendesk, navigate to Admin Center > Apps and integrations > Webhooks > Actions > Create Webhook. Add all the required details which can be retrieved from the On new Zendesk ticket node. The webhook URL gets added to the “Endpoint URL” field, and the “Request method” should match what is shown in n8n. Save the webhook. In Zendesk, navigate to Admin Center > Objects and rules > Business rules > Triggers > Add trigger. Give the trigger a name such as “New tickets”. Under “Conditions” in “Meet ALL of the following conditions”, add “Status is New”. Under “Actions”, select “Notify active webhook” and select the webhook you created previously. In the JSON body, add the following: { "id": "{{ticket.id}}", "comment": "{{ticket.latest_comment_html}}" } Save the Zendesk trigger. You will also need to set up a field in Zendesk to store the Jira issue key. To do so, follow the steps below: In Zendesk, navigate to Admin Center > Objects and rules > Tickets > Fields > Add field. Use the text field option and give the field a name such as “Jira Issue Key". Save the field. In n8n, open the Update ticket node and select the field you created in Zendesk.