Workflow Templates

Description Wake up gently. This elegant workflow runs every morning at 7 AM, picks one uplifting affirmation from a curated list, and delivers it to your inbox (with optional Telegram). Zero code, zero secrets—just drop in your SMTP and Telegram credentials, edit the affirmations, and activate. Perfect for creators, homemakers, and entrepreneurs who crave intention and beauty before the day begins. How it works (high-level steps) Cron wakes the flow daily at 7 AM. Set: Configuration stores your email, Telegram chat ID, and affirmations. Code node randomly selects one affirmation. Email node sends the message via SMTP. IF node decides whether to forward it to Telegram as well. Set-up time 2 – 3 minutes 30 s: add SMTP credential 30 s: add Telegram Bot credential (optional) 1 min: edit affirmations & email addresses 30 s: activate Detailed instructions All deep-dive steps live inside the yellow and white sticky notes on the canvas—no extra docs needed. Requirements SMTP account (SendGrid, Gmail, etc.) Telegram Bot account (optional) Customisation tips Change Cron time or frequency Swap affirmation list for quotes, verses, or mantras Add Notion logger branch for journaling

📘 Description: This workflow automates a complete CRM → Sheets → AI → Email reporting pipeline for HighLevel opportunities. It fetches fresh opportunity data from HighLevel, validates and normalizes every record, syncs all structured opportunities into a Google Sheet, merges them into a single dataset, and then uses GPT-4o to generate a clean, Gmail-friendly HTML report summarizing all opportunities for the day. Finally, it emails the formatted report directly to the sales inbox—creating a fully automated, zero-touch Daily Opportunity Insight System. Invalid or incomplete CRM entries are logged automatically, ensuring data hygiene and auditability. ⚙️ What This Workflow Does (Step-by-Step) ▶️ When Clicking ‘Execute Workflow’ (Manual Trigger) Starts the daily reporting pipeline manually or on schedule. 📥 Fetch Opportunities from HighLevel CRM Retrieves the latest opportunities (limit = 5) from HighLevel along with company, contact, source, and pipeline metadata. Acts as the primary CRM input. 🔍 Validate Opportunity Data Payload (IF Node) Checks whether each record contains a valid id. ✅ Valid → proceed to extraction and normalization ❌ Invalid → sent to Google Sheets for cleanup ⚠️ Log Invalid Opportunities to Google Sheets Saves corrupt or incomplete CRM payloads into an error sheet. Supports CRM maintenance and future corrective actions. 🧾 Extract Key Fields from HighLevel Data (Code Node) Pulls only essential fields from each opportunity: id, name, company, email, phone, source, assignedTo, pipelineId, stageId, tags, monetaryValue, and timestamps. Produces a simplified, uniform data structure. 🛠 Normalize Opportunity Structure (Code Node) Cleans and standardizes each opportunity’s schema: ensures consistent field naming, fills contact info when nested, resolves pipeline/stage fields, and finalizes structure for sheet update. 📊 Update Opportunity Records in Google Sheets Upserts (append/update) each opportunity into the ghl database tab of sample_leads_50. Matching key: id Keeps HighLevel CRM and Google Sheets fully synced. 🧩 Merge All Opportunities into a Single JSON Array Combines every normalized opportunity into one array named opportunities. This consolidated payload is passed to GPT-4o for table generation. 🧠 Configure GPT-4o Model (Azure OpenAI) Initializes GPT-4o as the AI engine responsible for generating the final HTML summary. 📄 Generate Daily Opportunity Summary Report (AI Agent) GPT-4o transforms the merged opportunity dataset into a structured HTML report: Daily Opportunity Summary A short descriptive paragraph A full-width Gmail-friendly table with padded cells Header background #f5f5f5 Columns in fixed order: Name, Company, Email, Phone, Source, Pipeline ID, Stage ID, Value, Created At All nulls replaced with “–” Output is pure HTML—no markdown. 📧 Send Daily Opportunity Summary via Gmail Emails the final HTML report to the internal sales inbox with subject: “Daily Opportunity Report – Summary of New Leads” Optimized for Gmail + Outlook rendering. 🧩 Prerequisites HighLevel OAuth connection Azure OpenAI GPT-4o credentials Google Sheets OAuth (Techdome account) Gmail API connection for report delivery 💡 Key Benefits ✅ Automatic syncing of HighLevel CRM opportunities into Sheets ✅ AI-generated HTML dashboards without manual formatting ✅ Clean, readable daily insights for sales teams ✅ Built-in error logging for bad CRM records ✅ Zero manual intervention required after setup 👥 Perfect For Sales & Growth Teams using HighLevel CRM Operations teams maintaining CRM hygiene Agencies needing daily pipeline visibility Organizations wanting automated AI-generated opportunity summaries

📘 Description This workflow automates the full lifecycle of a data-consent complaint: receiving the complaint, validating the payload, normalizing the data into a clean ticket format, storing it in a compliance sheet, generating a formal acknowledgement email for the user, and sending an internal Slack alert for the compliance team. Everything moves from intake → classification → communication → escalation with zero manual handling. AI-generated messages follow DPDP-compliant tone and structure. ⚙️ What This Workflow Does (Step-by-Step) ▶️ Receive Consent Complaint (Webhook) Accepts a POST request containing complaint details: name, email, issue type, description, and metadata. 🔍 Check Required Fields (IF) Validates that the complaint includes a non-empty description. Valid → processed Invalid → logged to a separate sheet. 🧹 Clean & Normalize Complaint Data (Code) Constructs a unified ticket object with: auto-generated ticketId normalized fields (action, email, issueType, description) priority scoring timestamp source metadata Sets default status to Open. 📄 Log Invalid Complaint Records (Google Sheets) Stores incomplete submissions for later review. 📥 Store Complaint Ticket in Consent Dispute Sheet (Google Sheets) Appends the cleaned ticket into the Consent Dispute sheet including all metadata for traceability. 🧠 Generate Acknowledgement Email (AI) Creates a DPDP-compliant support email: mentions user name references ticket ID summarizes issue sets response window (48–72 hours) avoids legal or internal disclosures uses formal, respectful tone ⚙️ Configure GPT-4o – Email Generator Supplies the AI model for email generation. 📝 Extract Email Subject + Body (Code) Splits the AI-generated email into structured fields: subject and message. 📧 Send Acknowledgement Email to User (Gmail) Delivers the formatted acknowledgement directly to the user who filed the complaint. ⚙️ Configure GPT-4o – Slack Summary Model Supplies the AI model for internal Slack summary generation. 🔔 Generate Slack Incident Summary (AI) Produces an internal, action-focused Slack message containing: ticket ID user details issue type description timestamp priority recommended next step No greetings, no email formatting. 📡 Slack – Notify Compliance Team Sends the incident summary to the assigned Slack user or channel for quick action by compliance. 🧩 Prerequisites Live webhook endpoint Google Sheets OAuth (Techdome) Gmail OAuth Slack API credentials Azure OpenAI GPT-4o enabled 💡 Key Benefits ✅ Zero-touch intake → acknowledgement → escalation ✅ DPDP-compliant communication with users ✅ Structured ticket normalization and prioritization ✅ Instant Slack alerts for compliance action ✅ Full audit trail in Google Sheets 👥 Perfect For Data privacy teams Compliance & grievance redressal units SaaS platforms handling consent disputes Organizations needing DPDP-aligned automated workflows

This automated n8n workflow checks daily travel itineraries, syncs upcoming trips to Google Calendar, and sends reminder notifications to travelers via email or SMS. Perfect for travel agencies, tour operators, and organizations managing group trips to keep travelers informed about their schedules and bookings. What This Workflow Does Automatically checks travel itineraries every day Identifies today's trips and upcoming departures Syncs trip information to Google Calendar Sends personalized reminders to assigned travelers Tracks reminder delivery status and logs activities Handles both email and SMS notification preferences Provides pre-travel checklists and booking confirmations Manages multi-day trip schedules and activities Main Components Daily Travel Check** - Triggers daily to check travel itineraries Read Travel Itinerary** - Retrieves today's trips and bookings from database/Excel Filter Today's Trips** - Identifies trips departing today and upcoming activities Has Trips Today?** - Checks if there are any trips scheduled Read Traveler Contacts** - Gets traveler contact information for assigned trips Sync to Google Calendar** - Creates/updates trip events in Google Calendar Create Traveler Reminders** - Generates personalized reminder messages with travel details Split Into Batches** - Processes reminders in manageable batches Email or SMS?** - Routes based on traveler communication preferences Prepare Email Reminders** - Creates detailed email reminder content with checklists Prepare SMS Reminders** - Creates SMS reminder content optimized for text Read Reminder Log** - Checks previous reminder history Update Reminder Log** - Records sent reminders with timestamps Save Reminder Log** - Saves updated log data for audit trail Essential Prerequisites Travel itinerary database/Excel file with trip assignments Traveler contact database with email and phone numbers Google Calendar API access and credentials SMTP server for email notifications SMS service provider (Twilio, Nexmo, etc.) for text reminders Reminder log file for tracking sent notifications Booking confirmation system (flight, hotel, transport) Required Data Files trip_itinerary.xlsx: Trip ID | Trip Name | Date | Departure Time | Duration Departure Location | Destination | Hotel | Flight Number Assigned Travelers | Status | Booking Reference | Cost traveler_contacts.xlsx: Traveler ID | First Name | Last Name | Email | Phone Preferred Contact | Assigned Trips | Passport Number | Emergency Contact reminder_log.xlsx: Log ID | Date | Traveler ID | Trip ID | Contact Method Status | Sent Time | Message Preview | Confirmation Key Features ⏰ Daily Automation: Runs automatically every day at scheduled times 📅 Calendar Sync: Syncs trips to Google Calendar for easy viewing 📧 Smart Reminders: Sends email or SMS based on traveler preference 👥 Batch Processing: Handles multiple travelers efficiently 📊 Activity Logging: Tracks all reminder activities and delivery status 🔄 Duplicate Prevention: Avoids sending multiple reminders 📱 Multi-Channel: Supports both email and SMS notifications ✈️ Travel-Specific: Includes flight numbers, locations, accommodation details 📋 Pre-Travel Checklist: Provides comprehensive packing and document reminders 🌍 Multi-Destination: Manages complex multi-stop itineraries Quick Setup Import workflow JSON into n8n Configure daily trigger schedule (recommended: 6 AM and 6 PM) Set up trip itinerary and traveler contact files Connect Google Calendar API credentials Configure SMTP server for emails Set up SMS service provider (Twilio, Nexmo, or similar) Map Excel sheet columns to workflow variables Test with sample trip data Activate workflow Parameters to Configure schedule_file_path: Path to trip itinerary file contacts_file_path: Path to traveler contacts file reminder_hours: Hours before departure to send reminder (default: 24) google_calendar_id: Google Calendar ID for syncing trips google_api_credentials: Google Calendar API credentials smtp_host: Email server settings smtp_user: Email username smtp_password: Email password sms_api_key: SMS service API key sms_phone_number: SMS sender phone number reminder_log_path: Path to reminder log file Sample Reminder Messages Email Subject: "✈️ Travel Reminder: [Trip Name] Today at [Time]" Email Body: Hello [Traveler Name], Your trip is happening today! Here are your travel details: Trip: [Trip Name] Departure: [Departure Time] From: [Departure Location] To: [Destination] Flight/Transport: [Flight Number] Hotel: [Hotel Name] Duration: [X] days Pre-Travel Checklist: ☑ Passport and travel documents ☑ Travel insurance documents ☑ Hotel confirmations ☑ Medications and toiletries ☑ Weather-appropriate clothing ☑ Phone charger and adapters ⚠️ Please arrive at the departure point 2 hours early! Have a wonderful trip! SMS: "✈️ Travel Reminder: '[Trip Name]' departs at [Time] today from [Location]. Arrive 2 hours early! Flight: [Number]" Tomorrow Evening Preview (SMS): "📅 Tomorrow: '[Trip Name]' departs at [Time] from [Location]. Pack tonight! ([X] days)" Use Cases Daily trip departure reminders for travelers Last-minute itinerary change notifications Flight cancellation and delay alerts Hotel check-in and checkout reminders Travel document expiration warnings Group tour activity scheduling Adventure/hiking trip departure alerts Business travel itinerary updates Family vacation coordination Study abroad program notifications Multi-city tour route confirmations Transport connection reminders Advanced Features Reminder Escalation 24-hour reminder: Full details with checklist 6-hour reminder: Quick confirmation with transport details 2-hour reminder: Urgent departure notification Conditional Logic Different messages for single-day vs. multi-day trips Domestic vs. international travel variations Group size-based messaging Weather-based travel advisories Integration Capabilities Connect to airline APIs for real-time flight status Link to hotel management systems for check-in info Integrate weather services for destination forecasts Sync with payment systems for booking confirmations Troubleshooting | Issue | Solution | |-------|----------| | Reminders not sending | Check email/SMS credentials and service quotas | | Calendar sync failing | Verify Google Calendar API permissions | | Duplicate reminders | Check for overlapping reminder time windows | | Missing traveler data | Verify contact file formatting and column mapping | | Batch processing slow | Reduce batch size in Split Into Batches node | Security Considerations Store API credentials in n8n environment variables Use OAuth2 for Google Calendar authentication Encrypt sensitive data in reminder logs Implement role-based access to trip data Audit log all reminder activities Comply with GDPR/privacy regulations for traveler data Performance Metrics Processing Time**: ~2-5 seconds per 50 travelers Success Rate**: >99% for delivery logging Calendar Sync**: Real-time updates Batch Limit**: 10 travelers per batch (configurable) Support & Maintenance Review reminder logs weekly for delivery issues Update traveler contacts as needed Monitor email/SMS service quotas Test workflow after system updates Archive old reminder logs monthly

Automate IP geolocation and HTTP port scanning with Google Sheets trigger This n8n template automatically enriches IP addresses with geolocation data and performs HTTP port scanning when new IPs are added to a Google Sheets document. Perfect for network monitoring, security research, or maintaining an IP intelligence database. Who's it for Network administrators, security researchers, and IT professionals who need to: Track IP geolocation information automatically Monitor HTTP service availability across multiple ports Maintain centralized IP intelligence in spreadsheets Automate repetitive network reconnaissance tasks How it works The workflow triggers whenever a new row containing an IP address is added to your Google Sheet. It then: Fetches geolocation data using the ip-api.com service to get country, city, coordinates, ISP, and organization information Updates the spreadsheet with the geolocation details Scans common HTTP ports (80, 443, 8080, 8000, 3000) to check service availability Records port status back to the same spreadsheet row, showing which services are accessible The workflow handles both successful connections and various error conditions, providing a comprehensive view of each IP's network profile. Requirements Google Sheets API access** - for reading triggers and updating data Google Sheets document** with at least an "IP" column header How to set up Create a Google Sheet with columns: IP, Country, City, Lat, Lon, ISP, Org, Port_80, Port_443, Port_8000, Port_8080, Port_3000 Configure Google Sheets credentials in both the trigger and update nodes Update the document ID in the Google Sheets Trigger and both Update nodes to point to your spreadsheet Test the workflow by adding an IP address to your sheet and verifying the automation runs How to customize the workflow Modify port list**: Edit the "Edit Fields" node to scan different ports by changing the ports array Add more geolocation fields**: The ip-api.com response includes additional fields like timezone, zip code, and AS number Change trigger frequency**: Adjust the polling interval in the Google Sheets Trigger for faster or slower monitoring Add notifications**: Insert Slack, email, or webhook nodes to alert when specific conditions are detected Filter results**: Add IF nodes to process only certain IP ranges or geolocation criteria

This workflow automates analyzing Gmail threads and drafting AI-powered replies with the new model Anthropic Sonnet 4.5. This workflow automates the process of analyzing incoming emails and generating context-aware draft replies by examining the entire email thread. Key Advantages ✅ Time-Saving – Automates repetitive email replies, reducing manual workload. ✅ Context-Aware Responses – Replies are generated using the entire email thread, not just the latest message. ✅ Smart Filtering – The classifier prevents unnecessary drafts for spam or promotional emails. ✅ Human-in-the-Loop – Drafts are created instead of being sent immediately, allowing manual review and corrections. ✅ Scalable & Flexible – Can be adapted to different accounts, reply styles, or workflows. ✅ Seamless Gmail Integration – Directly interacts with Gmail threads and drafts via OAuth. How it Works This workflow automates the process of analyzing incoming emails and generating context-aware draft replies by examining the entire email thread. Trigger & Initial Filtering: The workflow is automatically triggered every minute by the Gmail Trigger node, which detects new emails. For each new email, it immediately performs a crucial first step: it uses an AI Email Classifier to analyze the email snippet. The AI determines if the email is a legitimate message that warrants a reply (categorized as "ok") or if it's spam, a newsletter, or an advertisement. This prevents the system from generating replies for unwanted emails. Context Aggregation: If an email is classified as "ok," the workflow fetches the entire conversation thread from Gmail using the threadId. A Code Node then processes all the messages in the thread, structuring them into a consistent format that the AI can easily understand. AI-Powered Draft Generation: The structured conversation history is passed to the Replying email Agent with Sonnet 4.5. This agent, powered by a language model, analyzes the entire thread to understand the context and the latest inquiry. It then drafts a relevant and coherent HTML email reply. The system prompt instructs the AI not to invent information and to use placeholders for any missing details. Draft Creation: The final step takes the AI-generated reply and the original email's metadata (subject, recipient, threadId) and uses them to create a new draft email in Gmail. This draft is automatically placed in the correct email thread, ready for the user to review and send. Set up Steps To implement this automated email reply system, you need to configure the following: Configure Gmail & OpenAI Credentials: Ensure the following credentials are set up in your n8n instance: Gmail OAuth2 Credentials: The workflow uses the same Gmail account for the trigger, fetching threads, and creating drafts. Configure this in the "Gmail Trigger," "Get a thread," and "Create a draft" nodes. OpenAI API Credentials: Required for both the "Email Classifier". Provide your API key in the respective OpenAI Chat Model nodes. Anthropic API Credentials: Required for the main "Replying email Agent." Provide your API key in the respective Antrhopic Chat Model nodes. Review AI Classification & Prompting: Email Filtering: Check the categories in the Email Classifier node. The current setup marks only non-advertising, non-newsletter emails as "ok." You can modify these categories to fit your specific needs and reduce false positives. Reply Agent Instructions: Review the system message in the Replying email Agent. You can customize the AI's persona, tone, and instructions (e.g., making it more formal, or instructing it to sign with a specific name) to better align with your communication style. Need help customizing? Contact me for consulting and support or add me on Linkedin.

This workflow automates the entire UX research planning process — from gathering context to delivering a ready-to-share Google Doc report. Built for UX researchers and designers, it combines AI-powered generation with human feedback loops to make research planning faster, smarter, and more collaborative. 🧠 What it does Collects context** through an online form (organization, product, and research goals) Generates research questions** automatically using an AI Agent Sends approval emails** to the researcher or designer for review and feedback Refines and rewrites** questions based on user input Recommends suitable research methods** for each question, with clear rationales Formats the content** into a structured, professional HTML report Creates and updates a Google Doc** with the final approved research plan 🎯 Who it’s for Perfect for UX teams, design researchers, and product designers who want to streamline their workflow without losing human oversight. Whether you’re preparing a usability study or strategic research plan, this automation helps you focus on insight — not administration. Result: a fully-approved, polished UX Research Plan — ready for collaboration and presentation.

Auto-Edit Google Drive Images with Nano Banana + Social Auto-Post Most businesses spend hours cleaning up photos and manually posting them to social media. This workflow does it all automatically: image enhancement, caption creation, and posting — directly from a simple Google Drive upload. Benefits Clean & enhance images instantly with Nano Banana Auto-generate catchy captions with GPT-5 Post directly to Instagram (or other social channels) Track everything in Google Sheets Save hours per week on repetitive content tasks How It Works Upload image to Google Drive Workflow sends image to Nano Banana (via Wavespeed API) Waits for enhanced version and logs URL in Google Sheets Uploads result to Postiz media library GPT-5 writes an engaging caption Publishes post instantly or schedules for later Who Is This For Real estate agents posting property photos E-commerce sellers updating product images Social media managers handling multiple accounts Setup Connect Google Drive (select upload folder) Add Wavespeed API key for Nano Banana Connect Google Sheets for logging Add Postiz API credentials & integration ID Enter OpenAI API key for GPT-5 captioning ROI & Monetization Save 5–10 hours per week of manual editing and posting Offer as a $1k–$3k/month content automation service for clients Scale to multi-platform posting (TikTok, LinkedIn) for premium retainers Strategy Insights In the full walkthrough, I show how to: Build this workflow step by step Pitch it as a “Done-For-You Social Posting System” Automate outreach to agencies and creators who need it Turn this into recurring revenue with retainers Check Out My Channel For more advanced AI automation systems that generate real business results, check out my YouTube channel where I share the exact strategies I use to build automation agencies, sell high-value services, and scale to $20k+ monthly revenue.

Who’s It For This workflow is ideal for HR professionals, recruiters, and small businesses looking to streamline resume screening with AI-powered analysis and CRM integration. What It Does This template automates resume processing by: Capturing resume submissions (name, email, PDF) via JotForm. Converting PDFs to images using PDF.co API. Extracting text with Azure Vision OCR. Analyzing resumes with GPT-4.1 for strengths, improvements, and a score (1–100). Storing submission data in PostgreSQL. Adding high-scoring resumes (>85) to Zoho CRM and sending congratulatory emails. Sending feedback emails for lower-scoring resumes. How to Set Up Configure JotForm Trigger: Add your JotForm API key and form ID (e.g., 252434958811059). Set Up PostgreSQL: Create a resume table with columns: id (SERIAL PRIMARY KEY), given_name (VARCHAR), given_email (VARCHAR), resume_loc (VARCHAR). Add Credentials: Store API keys for PDF.co, Azure Vision OCR, OpenAI, Zoho CRM, and Gmail in n8n’s credential system. Test the Workflow: Submit a test resume via JotForm and verify data flow through each node. Requirements n8n instance (cloud or self-hosted). Accounts with JotForm, PDF.co, Azure Vision, OpenAI, Zoho CRM, and Gmail. PostgreSQL database. How to Customize Adjust the GPT-4.1 prompt for specific job roles. Modify the score threshold (currently 85) in the "if score > 58?" node. Update email templates for personalized messaging. PostgreSQL Table Structure > Node to create table included in workflow.

This n8n workflow template implements an intelligent research paper monitoring system that automatically tracks new publications in ArXiv's Artificial Intelligence category, filters them for relevance using LLM-based analysis, generates structured summaries, and delivers a formatted email digest. The system uses a three-stage pipeline architecture: automated paper retrieval from ArXiv's API AI-powered relevance filtering and analysis via Google Gemini Intelligent summarization with HTML formatting for clean email delivery This eliminates the need to manually browse ArXiv daily while ensuring you only receive summaries of papers genuinely relevant to your research interests. What This Template Does (Step-by-Step) Runs on a configurable schedule (Tuesday-Friday) to fetch new papers from ArXiv's cs.AI category via their API. Uses Google Gemini with structured output parsing to analyze each paper's relevance based on your defined criteria for "applicable AI research." Generates concise, structured summaries for the three selected papers using a separate LLM call Aggregates three relevant paper's data and summaries into a single, readable digest Important Notes The workflow only runs Tuesday through Friday, as ArXiv typically doesn't publish new papers on weekends Customize the "Paper Relevance Analyzer" criteria to match your specific research interests Adjust the similarity threshold and selection logic to control how many papers are included in each digest Required Integrations: ArXiv API (no authentication required) Google Gemini API (for relevance analysis and summarization) Email service (SMTP or email provider like Gmail, SendGrid, etc.) Best For: 🎓 Academic researchers tracking AI developments in their field 💼 ML practitioners and data scientists staying current with new techniques 🧠 AI enthusiasts who want curated, digestible research updates 🏢 Technical teams needing regular competitive intelligence on emerging approaches Key Benefits: ✅ Automates daily ArXiv monitoring, saving 60+ minutes of manual research time ✅ Uses AI to pre-filter papers, reducing information overload by 80-90% ✅ Delivers structured, readable summaries instead of raw abstracts ✅ Fully customizable relevance criteria to match your specific interests ✅ Professional HTML formatting makes digests easy to scan and share ✅ Eliminates the risk of missing important papers in your field

🧾 Short Description An AI-powered customer support workflow that automatically triages, summarizes, classifies, and routes tickets to the right Slack and CRM queues. It sends personalized auto-replies, logs results to Google Sheets, and uses a DLQ for failed cases. ⚙️ How It Works Trigger: Captures messages from email or form submissions. AI Triage: Summarizes and classifies issues, scores urgency, and suggests next steps. Routing: Directs to Slack or CRM queue based on type and priority. Logging: Records summaries, urgency, and responses in Google Sheets. Auto-Reply: Sends an acknowledgment email with ticket ID and SLA timeframe. Error Handling: Failed triage or delivery attempts are logged in a DLQ. 🧩 How to Use Configure triggers (email or webhook) and connect credentials for OpenAI, Slack, Gmail, and Google Sheets. In Workflow Configuration, set: Slack Channel IDs CRM Type (HubSpot, Salesforce, or custom) Google Sheet URL SLA thresholds (e.g., 2h, 6h, 24h) Test with a sample ticket and verify routing and summaries in Slack and Sheets. 🔑 Requirements OpenAI API key (GPT-4o-mini or newer) Slack OAuth credentials Google Sheets API access Gmail/SMTP credentials CRM API (HubSpot, Salesforce, or custom endpoint) 💡 Customization Ideas Add sentiment detection for customer tone. Localize responses for multilingual support. Extend DLQ logging to Notion or Airtable. Add escalation alerts for SLA breaches.

📘 Description: This workflow automates the creation, storage, and reporting of personalized sales collateral for booked leads using GPT-4o, Google Sheets, Google Drive, and Gmail. It pulls leads from a central sheet, filters booked ones, generates AI-written sales materials (summary, one-pager, and proposal), uploads the output to Drive, updates the sheet with proposal links, and emails a consolidated HTML summary to the marketing inbox. It serves as a full-cycle AI-powered outreach content generator that transforms structured lead data into ready-to-use collateral in minutes. ⚙️ What This Workflow Does (Step-by-Step) ▶️ When Clicking ‘Execute Workflow’ (Manual Trigger) Starts the automation manually, fetching the latest lead records for batch processing. 📊 Retrieve Lead Records from Google Sheets Pulls all lead details (company name, contact, email, booking status, etc.) from the outreach automation sheet used as the CRM base. 🧩 Validate Lead Data Payload Checks each row for a valid email format. ✅ Valid entries proceed to booking filter. ❌ Invalid ones are logged to an error sheet. ⚠️ Log Invalid Leads to Google Sheets Stores incomplete or malformed lead data in a separate tab for cleanup without interrupting execution. 🎯 Filter for Booked Leads Isolates leads marked as BOOKED—the confirmed clients eligible for personalized collateral generation. ⚙️ Configure GPT-4o Model (Azure OpenAI) Initializes the GPT-4o model to generate tailored text content based on lead data (company, title, industry, etc.). 🧠 Generate Sales Collateral (AI) Uses GPT-4o to produce three structured assets per lead: 1️⃣ Sales Summary — a concise 80-word follow-up note. 2️⃣ One-Pager — headline + three selling points + CTA. 3️⃣ Proposal Draft — introduction, scope, timeline, and next steps. All outputs returned as structured JSON for parsing. 🧹 Parse AI JSON Output Cleans and normalizes GPT-4o responses, ensuring JSON integrity and consistency across all generated materials. 📄 Convert Collateral into Text Reports Compiles each lead’s collateral into a .txt report containing all three sections. Formatting uses clean dividers and labeled blocks for readability. ☁️ Upload Sales Collateral to Google Drive Uploads each generated file to the collatral data Drive folder. Returns both view and download links for each report. 🔗 Map Uploaded Files with Lead Data Cross-references uploaded files with corresponding leads using index mapping. Prepares structured data with Email, ProposalLink, and timestamps. ✅ Update Lead Record with Proposal Link Updates the source Google Sheet, attaching each lead’s proposal link for traceability and internal access. 🗂️ Aggregate Uploaded File Metadata Compiles an HTML-formatted list of uploaded reports (file names and links). Calculates total processed leads for the summary section. ✉️ Generate Sales Summary Email (AI) Uses GPT-4o to create a clean HTML report section containing: Total booked leads processed Linked list of uploaded files Short insights paragraph summarizing sales activity 📧 Send Sales Summary Email via Gmail Delivers the HTML report to the internal inbox (e.g., newscctv22@gmail.com) with subject “Sales Collateral Summary.” The email is formatted for Gmail/Outlook rendering and ready for forwarding to management. 🧩 Prerequisites Google Sheets and Drive OAuth setup (Techdome account) Azure OpenAI GPT-4o credentials Gmail integration for report delivery 💡 Key Benefits ✅ Eliminates manual collateral drafting for booked leads ✅ Auto-updates CRM sheets with proposal links ✅ Generates consistent, professional B2B materials in real time ✅ Provides an instant HTML summary for daily or weekly reporting ✅ Ensures full traceability of every proposal created 👥 Perfect For B2B marketing and pre-sales teams Agencies managing client acquisition pipelines Business development operations using Google Sheets as CRM Teams seeking AI-driven, hands-off collateral generation and reporting