Workflow Templates

What problem does this solve? It fetches LinkedIn profiles for a multitude of purposes based on a keyword and location via Google search and stores them in an Excel file for download and in a NocoDB database. It tries to avoid using costly services and should be n8n beginner friendly. It uses the serpapi.com to avoid being blocked by Google Search and to process the data in an easier way. What does it do? Based on criteria input, it searches LinkedIn profiles It discards unnecessary data and turns the follower count into a real number The output is provided as an Excel table for download and in a NocoDB database How does it do it? Based on criteria input, it uses serpAPI.com to conduct Google search of the respective LinkedI profiles With OpenAI.com the name of the respective company is being added With OpenAI.com the follower number e.g., 300+ is turned into a real number: 300 All unnecessary metadata is being discarded As an output an Excel file is being created The output is stored in a nocodb.com table Step-by-step instruction Import the Workflow: Copy the workflow JSON from the "Template Code" section below. Import it into n8n via "Import from File" or "Import from URL". Set up a free account at serpapi.com and get API credentials to enable good Google search results Set up an API account at openai.com and get API key Set up a nocodb.com account (or self-host) and get the API credentials Create the credentials for serpapi.com, opemnai.com and nocodb.com in n8n. Set up a table in NocoDB with the fields indicated in the note above the NocoDB node Follow the instructions as detailed in the notes above individual nodes When the workflow is finished, open the Excel node and click download if you need the Excel file

Disclaimer This template only works on n8n local instances! How it Works This workflow allows you to to receive webhooks from the public web and have your local workflow catch them, without any remote proxy. It is very useful for running quick tests without exposing your dev server. All you have to do is activate the workflow and use the public address as defined below. Set up steps If you use the default key-value storage, there are only three steps: Install the @horka.tv/n8n-nodes-storage-kv community node Put your n8n workflow address in Local Webhook Address Activate the workflow and, from Executions, note down your public webhook token from the inputs to Get Latest Requests. You can now use https://webhook.site/[YOUR TOKEN] as a webhook destination, to receive webhook requests from the public web.

This automation syncs your Invoice PDFs from Stripe to a (AWS) S3 Bucket each month, in a folder of your choice, with the following subPath: yourFolder/invoiceYear/invoiceMonth/fileName Fill in your Credentials and Settings in the Nodes marked with "*". You can adjust this Workflow to your needs. You can also override the yearand month in the ENV* Node for manual syncs. It will sync every Invoice PDF which created-date is greater then the provided year and month. It will automatically set the day to the first day of the desired month. Enjoy the Workflow! ❤️ https://let-the-work-flow.com Workflow Automation & Development

Remember when you were doing some large research and wanted to quickly bookmark a page and save it, only to find premium options? Worry not; n8n got you covered. You can now create a simple bookmarking app straight to your browser using simple scrips on your browser called bookmarklets. A bookmarklet is a bookmark stored in a web browser that contains JavaScript commands that add new features to the browser. To create one, we need to add a short script to the bookmark tab of our browser like below A simple hack is to open a new tab and click on the star that appears on the right side Now that we have our bookmark, it's time for the fun part. Right-click on the bookmark we just created and select the edit option. This will allow you to set the name you want for your bookmark and the destination URL. The URL used here will be the script that shall "capture" the page we want to bookmark. The code below has been used and tested to work for this example javascript:(() => { var currentUrl = window.location.href; var webhookUrl = 'https://$yourN8nInstanceUrl/webhook/1rxsxc04b027-39d2-491a-a9c6-194289fe400c'; var xhr = new XMLHttpRequest(); xhr.open('POST', webhookUrl, true); xhr.setRequestHeader('Content-Type', 'application/json'); var data = JSON.stringify({ url: currentUrl }); xhr.send(data); })(); Your Bookmark should look like something like this Now that we have this setup, we are now going to n8n to receive the data sent by this script. Create a new webhook node that receives the POST request as in the workflow and replace $yourN8nInstanceUrl with your actual n8n instance. This workflow can then be configured to send this data to a notion database. Make sure the notion database has all the required permissions before executing the workflow. Otherwise the URLs will not be saved

This workflow shows how you can get your OpenAI assistant to call an n8n workflow as a tool. Since you can put almost any functionality in an n8n workflow, this means you can give your assistant access to almost any data source. Note that to use this template, you need to be on n8n version 1.19.4 or later.

Imagine having an AI chatbot on Slack that seamlessly integrates with your company’s workflow, automating repetitive requests. No more digging through emails or documents to find answers about IT requests, company policies, or vacation days—just ask the bot, and it will instantly provide the right information. With its 24/7 availability, the chatbot ensures that team members get immediate support without waiting for a colleague to be online, making assistance faster and more efficient. Moreover, this AI-powered bot serves as a central hub for internal communication, allowing everyone to quickly access procedures, documents, and company knowledge without searching manually. A simple Slack message is all it takes to get the information you need, enhancing productivity and collaboration across teams. How It Works Slack Trigger: The workflow starts when a user mentions the AI bot in a Slack channel. The trigger captures the message and forwards it to the AI Agent. AI Agent Processing: The AI Agent, powered by Anthropic's Claude 3.7 Sonnet model, processes the query. It uses Retrieval-Augmented Generation (RAG) to fetch relevant information from the company’s internal knowledge base stored in Qdrant (a vector database). A Simple Memory buffer retains recent conversation context (last 10 messages) for continuity. Knowledge Retrieval: The RAG tool searches Qdrant’s vector store using OpenAI embeddings to find the most relevant document chunks (top 10 matches). Response Generation: The AI synthesizes the retrieved data into a concise, structured response (1-2 sentences for the answer, 2-3 supporting details, and a source citation). The response is formatted in Slack-friendly markdown (bullet points, blockquotes) and sent back to the user. Set Up Steps Prepare Qdrant Vector Database: Create a Qdrant collection via HTTP request (Create collection node). Optionally, refresh/clear the collection (Refresh collection node) before adding new documents. Load Company Documents: Fetch files from a Google Drive folder (Get folder → Download Files). Process documents: Split text into chunks (Token Splitter) and generate embeddings (Embeddings OpenAI2). Store embeddings in Qdrant (Qdrant Vector Store1). Configure Slack Bot: Create a Slack bot via Slack API with required permissions Add the bot to the desired Slack channel and note the channelId for the workflow. Deploy AI Components: Connect the AI Agent to Anthropic’s model, RAG tool, and memory buffer. Ensure OpenAI embeddings are configured for both RAG and document processing. Test & Activate: Use the manual trigger (When clicking ‘Test workflow’) to validate document ingestion. Activate the workflow to enable real-time Slack interactions. Need help customizing? Contact me for consulting and support or add me on Linkedin.

This workflow streamlines your WooCommerce product creation process by integrating directly with Google Sheets. Simply input product details into your spreadsheet, and the workflow takes care of the rest-automatically creating new products on your WooCommerce store with inventory management. But it doesn’t stop there. A dedicated SEO expert chain analyzes each product’s content and generates optimized meta titles and meta descriptions for the plugin Yoast SEO, enhancing visibility and ranking potential on search engines. Key Benefits: 🔄 Automation: No more manual uploads—save time and reduce errors by syncing Google Sheets directly with WooCommerce. ⚡ Speed: Instantly publish multiple products with just one action. 🧠 Built-in SEO Intelligence: Automatically generate SEO-friendly meta titles and descriptions tailored to each product. 📈 Improved Search Visibility: Boost your store's traffic with optimized product listings. 🧩 Customizable: Easily adapt the workflow to your specific needs or integrate with other platforms. How It Works This workflow automates the creation of WooCommerce products and generates optimized SEO meta tags (title and description) using AI. Here’s the step-by-step process: Data Retrieval**: The workflow starts by fetching product details (title, category, description, price, etc.) from a Google Sheets document. Product Creation**: Each product is created in WooCommerce using the retrieved data, including categories, pricing, stock details, and images. AI-Powered SEO Optimization**: An AI model (Google Gemini via OpenRouter) analyzes the product details and generates SEO-optimized meta titles (≤60 chars) and meta descriptions (≤160 chars). Meta Tag Assignment**: The generated meta tags are saved back to the Google Sheets and applied to the WooCommerce product using Yoast SEO metadata. Completion Tracking**: The workflow marks completed entries in Google Sheets and sends a Telegram notification upon finishing all products. Set Up Steps Before running the workflow, ensure the following steps are completed: Step 1**: Install the Yoast SEO plugin on WordPress and add the provided PHP code to functions.php to enable meta tag API support. Step 2**: Enable the WooCommerce REST API in WordPress and configure the Telegram node with a valid CHAT_ID for notifications. Step 3**: Prepare a Google Sheet with product data (columns A-I in specific formats) and share its ID in the workflow. Ensure columns B, E, and F are in text format, and column I is numeric. Once set up, the workflow can be triggered manually or scheduled to run automatically, streamlining product creation and SEO optimization. Who is it useful for? Ideal for eCommerce managers, digital marketers, or anyone managing large product catalogs-this workflow turns your spreadsheet into a powerful product launcher. Need help customizing? Contact me for consulting and support or add me on Linkedin.

Enrich your company lists with OpenAI GPT-3 ↓ You’ll get valuable information such as: Market (B2B or B2C) Industry Target Audience Value Proposition This will help you to: add more personalization to your outreach make informed decisions about which accounts to target I've made the process easy with an n8n workflow. Here is what it does: Retrieve website URLs from Google Sheets Extract the content for each website Analyze it with GPT-3 Update Google Sheets with GPT-3 data

Have you ever wanted to throttle Plex when connecting remotely to your server? Well here is the script for you! The instructions to deploy are below: You will need: A plex server with Plex Pass (for webhooks) n8n running locally (either in docker on via the desktop app) Qbittorent with WebUI enabled Begin by installing n8n by visiting n8n.io. You can install the desktop version or the docker version, whichever works best for your but I'm doing this on my desktop version of n8n. Copy the code from this page into your n8n install canvas. You should see the script appear before your eyes. From there, you Double click on the Webhook node at the beginning of the script. Copy both the Test and Production URLs that appear there. Now make your way to Plex and visit your settings. On the left, you should see the webhooks option if you have Plex Pass. This will setup your triggers. Next visit your qBitTorrent instance and enable WebUI. Notate your Username, Password, and Port. You will also need to know the IP of the machine that qbittorent is running on. If you have an iPhone you can connect to the same wireless network as your computer and use the Fing app to scan the network for the IP. Open up the script and edit the Global Variables to reflect the values you copied. Hit save at the top right, and then activate the script. Enjoy!!

CallForge - AI-Powered Product Insights Processor from Sales Calls Automate product feedback extraction from AI-analyzed sales calls and store structured insights in Notion for data-driven product decisions. 🎯 Who is This For? This workflow is designed for: ✅ Product managers tracking customer feedback and feature requests. ✅ Engineering teams identifying usability issues and AI/ML-related mentions. ✅ Customer success teams monitoring product pain points from real sales conversations. It streamlines product intelligence gathering, ensuring customer insights are structured, categorized, and easily accessible in Notion for better decision-making. 🔍 What Problem Does This Workflow Solve? Product teams often struggle to capture, categorize, and act on valuable feedback from sales calls. With CallForge, you can: ✔ Automatically extract and categorize product feedback from AI-analyzed sales calls. ✔ Track AI/ML-related mentions to gauge customer demand for AI-driven features. ✔ Identify feature requests and pain points for product development prioritization. ✔ Store structured feedback in Notion, reducing manual tracking and increasing visibility across teams. This workflow eliminates manual feedback tracking, allowing product teams to focus on innovation and customer needs. 📌 Key Features & Workflow Steps 🎙️ AI-Powered Product Feedback Processing This workflow processes AI-generated sales call insights and organizes them in Notion databases: Triggers when AI sales call data is received. Detects product-related feedback (feature requests, bug reports, usability issues). Extracts key product insights, categorizing feedback based on customer needs. Identifies AI/ML-related mentions, tracking customer interest in AI-driven solutions. Aggregates feedback and categorizes it by sentiment (positive, neutral, negative). Logs insights in Notion, making them accessible for product planning discussions. 📊 Notion Database Integration Product Feedback** → Logs feature requests, usability issues, and bug reports. AI Use Cases** → Tracks AI-related discussions and customer interest in machine learning solutions. 🛠 How to Set Up This Workflow 1. Prepare Your AI Call Analysis Data Ensure AI-generated sales call insights are available. Compatible with Gong, Fireflies.ai, Otter.ai, and other AI transcription tools. 2. Connect Your Notion Database Set up Notion databases for: 🔹 Product Feedback (logs feature requests and bug reports). 🔹 AI Use Cases (tracks AI/ML mentions and customer demand). 3. Configure n8n API Integrations Connect your Notion API key** in n8n under “Notion API Credentials.” Set up webhook triggers** to receive AI-generated sales insights. Test the workflow** using a sample AI sales call analysis. 🔧 How to Customize This Workflow 💡 Modify Notion Data Structure – Adjust fields to align with your product team's workflow. 💡 Refine AI Data Processing Rules – Customize how feature requests and pain points are categorized. 💡 Integrate with Slack or Email – Notify teams when recurring product issues emerge. 💡 Expand with Project Management Tools – Sync insights with Jira, Trello, or Asana to create product tickets automatically. ⚙️ Key Nodes Used in This Workflow 🔹 If Nodes – Detect if product feedback, AI mentions, or feature requests exist in AI data. 🔹 Notion Nodes – Create and update structured feedback entries in Notion. 🔹 Split Out & Aggregate Nodes – Process multiple insights and consolidate AI-generated data. 🔹 Wait Nodes – Ensure smooth sequencing of API calls and database updates. 🚀 Why Use This Workflow? ✔ Eliminates manual sales call review for product teams. ✔ Provides structured, AI-driven insights for feature planning and prioritization. ✔ Tracks AI/ML mentions to assess demand for AI-powered solutions. ✔ Improves product development strategies by leveraging real customer insights. ✔ Scalable for teams using n8n Cloud or self-hosted deployments. This workflow empowers product teams by transforming sales call data into actionable intelligence, optimizing feature planning, bug tracking, and AI/ML strategy. 🚀

📜 AI-Powered Contract Management Pipeline (Google Drive + VLM Run + Sheets + Calendar + Slack) ⚙️ What This Workflow Does This workflow automatically extracts, organizes, and tracks legal contract details from documents uploaded to Google Drive. Using VLM Run’s Execute Agent, it parses key metadata such as contract ID, parties, dates, and terms — then stores, alerts, and schedules reminders through Google Sheets, Calendar, and Slack. 🧩 Requirements Google Drive OAuth2** for monitoring and downloads VLM Run API credentials** with Execute Agent access Google Sheets OAuth2** for structured record storage Google Calendar OAuth2** for key date reminders Slack API credentials** for team notifications A reachable Webhook URL (for receiving parsed contract data) ⚡Quick Setup Configure Google Drive OAuth2 and create upload folder and folder for saving extracted images. Install the verified VLM Run node by searching for VLM Run in the node list, then click Install. Once installed, you can start using it in your workflows. Add VLM Run API credentials for document parsing. Configure Google Sheet and Calendar. For Google Sheet, from the document list, pick your Google Sheet (e.g., test). Then select the sheet inside it (e.g., Sheet1). Set the operation to Append Row — this will add new contract details as new rows. Turn on Map Each Column Manually. Match each contract field (like Contract ID, Title, Parties, Effective Date, Termination Date) to its corresponding column in your Google Sheet. Configure Slack for notifications. ⚙️ How It Works Monitor Contract Uploads – Watches a target Google Drive folder for new file uploads (PDFs, images, or scans). Download Contract File – Automatically downloads new contracts for AI analysis. VLM Run ContractParser – Sends the file to the VLM Run Execute Agent, which extracts structured contract data, including: Contract ID Title Parties (with roles) Property address Effective date Termination date Rent, deposit, payment terms, and governing law Receive Contract Data – The webhook endpoint receives the structured JSON response. Format Contract Data – Normalizes fields, formats dates, and prepares for storage. Save to Expense Database (Google Sheets) – Appends extracted data to a master Google Sheet for centralized contract tracking. Notify via Slack – Posts a concise summary to a Slack channel, showing key contract details for visibility. Create Calendar Events – Automatically schedules Google Calendar events for: Effective Date Termination Date Renewal Reminder (60 days before termination) 💡 Why Use This Workflow Manual contract management is error-prone and time-consuming key details like renewal dates, payment terms, or termination clauses often get lost in email threads or folders. This workflow ensures: Zero missed deadlines** automatic Google Calendar reminders keep your team on track. Instant team visibility** - Slack notifications keep legal, finance, and operations aligned. End-to-end automation** no need for manual parsing, data entry, or follow-ups. 🧠 Perfect For Legal teams automating contract intake and tracking Real estate or lease management workflows Finance or procurement teams needing expiration alerts Organizations centralizing contract metadata in Sheets 🛠️ How to Customize Modify Extraction Fields Edit the VLM Run Execute Agent schema to add fields like contract value, payment schedule, department, or contact email. Change Storage Swap Google Sheets for Airtable, Notion, or BigQuery if you manage large datasets or need relational tracking. Customize Notifications Send Slack alerts only for high-value or expiring contracts, and tag relevant teams (e.g., @legal, @finance). Add Calendar Events Auto-create events for reviews or payment milestones using extra date fields. Add Approvals or Signatures Insert a Google Form or Slack approval step, or trigger DocuSign for e-signature automation. ⚠️ Community Node Disclaimer This workflow uses community nodes (VLM Run) that may need additional permissions and custom setup.

How it Works This workflow is designed to automate the process of handling incoming emails, summarizing their content, generating appropriate responses, and obtaining approval before sending replies. Below are the key operational steps: Email Reception and Summarization: The workflow starts with an Email Trigger (IMAP) node that listens for new emails in a specified inbox. Once an email is received, its HTML content is processed by a Markdown node to convert it into plain text if necessary, followed by an Email Summarization Chain node which uses AI to create a concise summary of the email's content using prompts tailored for this purpose. Response Generation and Approval: A Write email node generates a professional response based on the summarized content, utilizing predefined templates and guidelines such as keeping responses under 100 words and ensuring they're formatted correctly in HTML. Before sending out any automated replies, the system sends these drafts via Gmail for human review and approval through a Gmail node configured with double-approval settings. If approved (Approve?), the finalized email is sent back to the original sender using the Send Email node; otherwise, it loops back for further edits or manual intervention. Set Up Steps To replicate this workflow within your own n8n environment, follow these essential configuration steps: Configuration: Begin by setting up an n8n instance either locally or via cloud services offered directly from their official site. Import the provided JSON configuration file into your workspace, making sure all required credentials like IMAP, SMTP, OpenAI API keys, etc., are properly set up under Credentials section since multiple nodes rely heavily on external integrations for functionalities like reading emails, generating summaries, crafting replies, and managing approvals. Customization: Adjust parameters according to specific business needs, including but not limited to adjusting the conditions used during conditional checks performed by nodes like Approve?. Modify the template messages given to AI models so they align closely with organizational tone & style preferences while maintaining professionalism expected in business communications. Ensure correct mappings between fields when appending data to external systems like Google Sheets or similar platforms where records might need tracking post-interaction completion.