Workflow Templates

This automated n8n workflow distributes school notices to stakeholders (students, parents, and staff) via WhatsApp, email, and other channels. It streamlines the process of scheduling, validating, and sending notices while updating distribution status. System Architecture Notice Distribution Pipeline**: Daily Notice Check - 9 AM: Triggers the workflow daily at 9 AM via Cron. Read Notices getAll worksheet: Retrieves notice data from a spreadsheet. Validation Flow**: Validate Notice Data: Validates and formats notice data. Distribution Flow**: Process Notice Distribution: Prepares notices for multiple channels. Prepare Email Content: Generates personalized email content. Send Email Notice: Delivers emails to recipients. Prepare WhatsApp Content: Formats notices for WhatsApp. Send WhatsApp Notice: Sends notices via WhatsApp Business API. Status Update**: Update Notice Status: Updates the distribution status in the spreadsheet. Implementation Guide Import Workflow**: Import the JSON file into n8n. Configure Cron Node**: Set to trigger daily at 9 AM (e.g., 0 9 * * *). Set Up Credentials**: Configure SMTP and WhatsApp Business API credentials. Prepare Spreadsheet**: Create a Google Sheet with notice_id, recipient_name, email, phone, notice_text, distribution_date, and status columns. Test Workflow**: Run manually to verify notice distribution and status updates. Adjust Thresholds**: Modify validation rules or content formatting as needed. Technical Dependencies Cron Service**: For scheduling the workflow. Google Sheets API**: For reading and updating notice data. SMTP Service**: For email notifications (e.g., Gmail, Outlook). WhatsApp Business API**: For sending WhatsApp messages. n8n**: For workflow automation and integration. Database & Sheet Structure Notice Tracking Sheet** (e.g., Notices): Columns: notice_id, recipient_name, email, phone, notice_text, distribution_date, status Example: | notice_id | recipient_name | email | phone | notice_text | distribution_date | status | |-----------|----------------|-------------------|-------------|------------------------------|-------------------|-----------| | 001 | John Doe | john@example.com | +1234567890 | School closed tomorrow | 2025-08-07 | Pending | | 002 | Jane Smith | jane@example.com | +0987654321 | Parent-teacher meeting | 2025-08-08 | Sent | Customization Possibilities Adjust Cron Schedule**: Change to hourly or weekly as needed. Add Channels**: Integrate additional notification channels (e.g., Slack, SMS). Customize Content**: Modify email and WhatsApp message templates. Enhance Validation**: Add rules for data validation (e.g., email format). Dashboard Integration**: Connect to a dashboard tool for real-time status tracking. Notes The workflow assumes a Google Sheet as the data source. Replace spreadsheet_id and range with your actual values. Ensure WhatsApp Business API is properly set up with a verified phone number and token. Test the workflow with a small dataset to confirm delivery and status updates.

Description: Streamline your lead management process with this AI-driven n8n automation template. The workflow fetches opportunities from HighLevel (GHL), enriches them with contact details, and uses Azure OpenAI GPT-4o-mini to analyze each lead’s intent (e.g., Demo Request, Support Query, or Partnership Inquiry). It then automatically routes the lead to the right internal team via email, ensuring instant follow-up and zero delays in response time. Perfect for sales, support, and partnership teams who want to save time on manual triage and ensure every inquiry reaches the correct department within seconds. ✅ What This Template Does (Step-by-Step) ⚡ Manual or Scheduled Trigger Run the workflow manually for on-demand classification or schedule it to execute periodically. 📥 Fetch Opportunities from HighLevel Retrieves all opportunities from your GHL CRM, serving as the starting dataset for AI-powered intent detection. 👤 Fetch Detailed Contact Information Enriches each opportunity with full contact details such as name, email, and message notes. 🧠 AI-Powered Lead Classification Uses Azure OpenAI GPT-4o-mini via the LangChain AI Agent to analyze the lead’s message and determine the intent. Possible outputs include: 🎯 Demo Request 🛠️ Support Query 🤝 Partnership Inquiry 🧾 Post-Processing of AI Response JavaScript logic parses and formats the AI’s output into actionable data for conditional routing. 🔀 Intelligent Routing to Relevant Teams Demo Requests → demo@company.com Support Queries → support@company.com Partnership Inquiries → partnership@company.com Each email includes full contact info and original message context. 📧 Instant Team Notifications Sends neatly formatted emails from a centralized sender (noreply@company.com) to ensure smooth handoff and accountability. 🧠 Key Features 🤖 AI intent classification using Azure OpenAI GPT-4o-mini 🔀 Automated lead routing via email 📋 Structured data enrichment from HighLevel ⚙️ Smart conditional logic for 3 lead categories 📩 End-to-end automation from CRM intake to response 💼 Use Cases 📞 Automatically route demo requests to the sales team 🛠️ Send support-related queries directly to helpdesk 🤝 Forward partnership inquiries to business development 💡 Reduce response delays and manual triage errors 📦 Required Integrations HighLevel (GHL) – for opportunity and contact data Azure OpenAI – for AI-driven lead classification SMTP / Gmail – for team routing email notifications 🎯 Why Use This Template? ✅ Automates manual lead sorting and tagging ✅ Ensures every inquiry reaches the right team ✅ Increases response speed and lead conversion ✅ Scalable AI logic adaptable to any organization

Gold Investment Intelligence: Physical vs. Digital 24K Cost & Return Analysis This high-performance n8n workflow automates the complex task of comparing gold investment types in the Indian market. By pulling live data from the GoldAPI (Digital) and the IBJA (Physical benchmark), it calculates the "Landed Cost" including GST and making charges to provide a data-driven "Buy/Wait" verdict powered by a Groq-hosted LLM. Stop manually calculating gold spreads across different platforms. This workflow fetches real-time 24K gold rates, applies localized taxes (3% GST) and industry-standard fees (3-8%), analyzes global market sentiment via Yahoo Finance RSS and logs a professional investment report to Google Sheets. It transforms raw data into an actionable "Efficiency Score" using AI. Quick Implementation Steps: Import the JSON file into your n8n canvas. Get API Key: Sign up at GoldAPI.io and paste your token into the "Get Digital Price" header. Connect AI: Add your Groq API credentials to the "Groq Chat Model" node. Prepare Sheet: Create a Google Sheet with these headers: Date, Digital_Price, Physical_Price, Arbitrage, Sentiment and Efficiency_Score. Authorize: Link your Google account in the "Add Report" node and select your spreadsheet. What It Does This workflow acts as a 24/7 Quantitative Financial Analyst specialized in the gold market. It eliminates the "hidden cost" surprise by calculating the absolute final price an investor pays out-of-pocket for 1 gram of 24K gold. It doesn't just look at the ticker price; it factors in the 3% GST applicable in India, platform spreads for digital gold apps and making charges for physical coins/bars. Beyond raw arithmetic, the workflow contextually understands the global landscape. By scraping the latest commodity headlines from Yahoo Finance, the integrated AI Agent determines if the current market vibe is "Greedy," "Neutral," or "Fearful." It then synthesizes the price gap and the news into a single "Efficiency Score" (1-100), telling you exactly how favorable the buying conditions are today. Finally, it maintains a permanent investment ledger. Every execution logs the data into a Google Sheet and formats a clean report ready to be sent to messaging apps, ensuring you never miss a buying opportunity when the "Arbitrage" (the price difference) favors one medium over the other. Who’s It For Retail Investors:** Who want to know if it's cheaper to buy gold on a digital app or from a local jeweler today. Financial Advisors:** Who need automated, data-backed daily gold market sentiment reports for their clients. Gold Enthusiasts:** Tracking the price variance (Arbitrage) between digital and physical assets to optimize their portfolio. FinTech Developers:** Looking for a professional blueprint on how to combine Web Scraping, Financial APIs and LLMs in n8n. Requirements n8n Instance (supporting LangChain nodes). GoldAPI Token:** Free or Paid API key from GoldAPI.io. Groq API Key:** To power the AI analysis (supports Llama 3 or Mixtral models). Google Account:** For logging data into Google Sheets. Internet Access:** To scrape the IBJA (India Bullion and Jewellers Association) website. How It Works & Set Up Step 1: Data Collection The workflow starts with a Manual Trigger (can be changed to a Schedule Trigger for daily runs). It fetches the live 1-gram digital gold price in INR via an HTTP Request to GoldAPI. Simultaneously, it scrapes the official IBJA website to extract the physical benchmark rate using the CSS selector #GoldRatesCompare999. Step 2: The Math (Landed Costs) The Comparator node uses JavaScript to apply real-world fees: Digital:** Adds 3% GST and a 3% platform spread. Physical:** Adds 3% GST and 8% making charges (standard for coins). It then determines which is cheaper and calculates the exact difference. Step 3: Market Context The workflow pulls the top 3 most recent gold market headlines from Yahoo Finance. These are bundled together so the AI can read them in one go. Step 4: AI Analysis & Output The AI Agent takes the math and the news headlines. It outputs a structured JSON verdict containing: Arbitrage Check:** A one-sentence summary of the best deal. Sentiment:** A label (Greedy/Neutral/Fearful). Efficiency Score:** A rating out of 100. Step 5: Logging The data is formatted into a readable message and appended as a new row in your designated Google Sheet. How To Customize Nodes Adjust Fees:* If your local jeweler charges 10% instead of 8%, simply open the *Comparator** node and change the 1.08 value in the code. Change AI Model:* In the *Groq Chat Model** node, you can switch between different models (e.g., Llama-3-70b vs 8b) depending on your speed and accuracy needs. Update Selectors:* If the IBJA website updates its design, you can update the CSS Selector in the *Extract Physical Price** node to point to the new data location. Add-ons WhatsApp/Telegram Notifications:** Add a node after "Message Format" to send the daily report directly to your phone. Email Summary:** Use the Gmail or Outlook node to send a weekly summary of the best buying days to your inbox. Price Drop Alert:* Add an *IF Node** to only trigger the workflow if the gold price drops by more than 2% in a single day. Use Case Examples Automated Savings:** Set the workflow to run every morning at 10 AM to decide where to put your daily savings. Jewelry Business Tool:** Use the data to show customers that your physical prices are competitive compared to digital market apps. Market Research:** Use the Google Sheet history to track how "Sentiment" affects the price of gold over several months. Arbitrage Trading:** Identify moments when digital gold is significantly undervalued compared to physical benchmarks. Wealth Management:** Proactively notify clients when the "Efficiency Score" hits 90+, indicating a prime buying opportunity. Troubleshooting Guide | Issue | Possible Cause | Solution | | :--- | :--- | :--- | | Digital Price = 0 or Error | API Key is missing or expired. | Check the "Get Digital Price" node; ensure the token is in the headers. | | Physical Price Extraction Fails | Website structure changed. | Verify the URL and the CSS selector #GoldRatesCompare999 on IBJA. | | AI Agent gives generic response | Prompt is too vague or news is missing. | Ensure the "Data Array" node is successfully bundling headlines. | | Google Sheets won't append | Missing columns or incorrect ID. | Ensure headers (Date, Sentiment, etc.) match exactly in your sheet. | Need Help? Need assistance setting up your GoldAPI credentials, customizing the making charges or adding custom notifications to this workflow? We can help you build and scale your automation ideas. Contact WeblineIndia to help you customize this workflow or build similar AI-powered financial tools for your business.

Description: This workflow fully automates your blog publishing process using n8n, AI, and WordPress. It pulls blog data from Google Sheets, generates SEO-optimized content with AI, creates feature images, sets meta titles & descriptions, uploads everything to WordPress, schedules posts, and sends email notifications—all without manual work. Ideal for digital marketers, content teams, and agencies who want: 🔹 High-volume blog publishing 🔹 SEO-friendly AI-generated content 🔹 Automated WordPress post creation with featured images 🔹 Optimized Google meta titles, descriptions, and URL slugs 🔹 Structured chapters, FAQs, and internal/external linking 🔹 Email notifications to alert team members or clients 🌐 What This Template Does Pulls Blog Data from Google Sheets 🔹 Fetches blog post info from your Sheet: title, keywords, scheduled date, service areas, word count, style, CTA, logos, internal/external links, and more. Compares Scheduled Date with Today 🔹 Ensures posts are published only on their intended date, preventing mistakes and saving time. Generates AI SEO Content 🔹 Title & subtitle 🔹 Introduction (~60 words) 🔹 Multi-chapter body with logical flow 🔹 Conclusions (~60 words) 🔹 FAQ section (4–6 Q&A) 🔹 SEO-focused URL slug & meta information Chapters integrate internal links, external links, service areas, and CTAs naturally. Creates Feature Images 🔹 Generates eye-catching blog feature images using dynamic text wrapping and custom fonts, ready for WordPress upload. Uploads Everything to WordPress 🔹 Automates post creation, uploads images, sets featured media, and applies Yoast SEO meta info for Google and social sharing. Sends Email Notifications 🔹 Automatically notifies team members or clients when a blog post is published, including post title, link, and summary. Fully Marketing-Optimized Workflow 🔹 SEO-friendly structure 🔹 Brand-consistent imagery 🔹 Engaging content with clear CTAs 🔹 Automation that saves hours per post Optional HTML Design for Blog Pages 🔹 Generates HTML-ready posts with clean formatting perfect for Elementor or any WordPress theme. 🛠️ Use Cases 🔹 High-volume content marketing 🔹 AI-assisted blog writing for agencies 🔹 Automated SEO optimization 🔹 Streamlined WordPress publishing 🔹 Marketing campaigns with internal/external link integration 🔹 Team/client notification workflow 🚀 Features 🔹 fully automated 🔹 Works with Google Sheets + WordPress 🔹 AI-generated SEO content 🔹 Custom feature images 🔹 Meta title & description optimized for Google 🔹 Chapter-based content structure with FAQs 🔹 Marketing-ready calls to action 🔹 Automated email notifications 📝 Tags #n8n #automation #wordpress #blogautomation #seo #contentmarketing #ai #featureimage #metaoptimization #digitalmarketing #aiwriting #workflow #emailnotifications Sample of spreadsheet:

This template presents a multi-agent system in which a coordinating agent manages specialized sub-agents: an AI agent for RAG and document summarization, and an email agent. Each agent effectively operates in its own domain, working collaboratively under the management of the primary agent. In addition to the two sub-agents, the coordinator agent queries the latest news by calling the HTTPS Request Tool. 💡 This template is an extended version of the initial workflow on how to Build a RAG Agent with n8n, Qdrant & OpenAI. The RAG sub-agent can use the same Qdrant collection. You can import this example collection (n8n-rag-2437367325990310-2025-11-04-10-41-54.snapshot) of 3 documents into the free Qdrant cloud or self-hosted account, rather than creating it from scratch. 🔗Example files for RAG The template uses the following example files in the Google Docs format: German Data Protection law: Bundesdatenschutzgesetz (BDSG) Computer Security Incident Handling Guide (NIST.SP.800-61r2) Berkshire Hathaway letter to shareholders from 2024 🚀How to Get Started Copy or import the template to your n8n instance. Create your Google Drive credentials via the Google Cloud Console and add them to the "Get Document" node. A detailed walk-through can be found in the n8n docs. Create your Gmail credentials via the Google Cloud Console and add them to the Gmail nodes. Create a Qdrant API key and add it to the "Search Documents" node credentials. The API key will be displayed after you have logged into Qdrant and created a Cluster. Create or activate your OpenAI API key. Create or activate your OpenRouter API key. Create or activate your News API key. 💬Chat with the main Agent to query document data, search latest news or perform Email actions 1️⃣ Ask the agent about specific information, facts, quotes, or details that are stored in the uploaded documents. E.g. What should be documented during incident response? 2️⃣ Ask the agent about recent news and current information from web sources. E.g. What does BDSG say about data breaches and are there any recent cases? 3️⃣ Ask the agent to summarize the document or information related to the documents and email it to you. E.g.I need a short summary of the Berkshire Hathaway letter, please send it to my email [user@example.com]. 4️⃣ Aks the agent to update you on your recent emails. E.g. I’d like to know the content of the latest email from [username]. 5️⃣ Ask the agent to create a draft of the email. E.g. Please create an email draft of the [document] summary. 🌟Adapt this template for your own use case Enterprise workflows** - Google Docs processing with automated communications Research teams** - Document analysis with automatic report distribution Customer success** - Intelligent document search with follow-up email automation Content operations** - Document summarization with stakeholder notifications Compliance workflows** - Policy queries with automated alert systems ⚠️ The current multi-agent architecture comes with certain trade-offs: the sequential nature of agent hand-offs can increase latency compared to single calls, and the full conversation history is not shared between all sub-agents. 💻 📞Get in touch if you want to customise this workflow or have any questions.

Who is this for This workflow is designed for n8n users who manage multiple production workflows and want to: Receive intelligent, actionable error alerts instead of raw stack traces Understand root causes without manually debugging every failure Prevent alert fatigue from repeated similar errors Maintain a searchable log of all workflow errors It's ideal for animal advocacy organizations, campaign coordinators, and activists running mission-critical automation workflows for outreach, volunteer coordination, or campaign monitoring. What it does When any workflow in your n8n instance fails, this agent automatically: Captures the error details including workflow name, failed node, error message, and stack trace Uses AI (via OpenRouter/Claude) to analyze the error and suggest root causes and fixes Generates a unique error signature for deduplication Logs the error with AI analysis to Google Sheets for historical tracking Checks for recent duplicate errors to prevent alert fatigue Sends enriched notifications through your choice of Slack, Discord, Email, or Webhook The AI analysis includes root cause identification, error chain tracing, specific fix recommendations, and a confidence score indicating how certain the analysis is. How to set up Import the workflow into your n8n instance Configure credentials for: OpenRouter API for AI analysis Google Sheets for error logging Notification channels you want to use (Slack, Discord, Gmail, or Webhook URL) Create a Google Sheet with columns matching the log fields Update the receiver email addresses in the "Normalize Error Payload" node Enable the workflow Set this workflow as the error handler for other workflows you want to monitor Requirements OpenRouter API key (for AI-powered error analysis) Google Sheets OAuth2 credentials At least one notification channel configured (Slack, Discord, Gmail, or custom webhook) n8n instance with Error Trigger capability How to customize Change the AI model**: Edit the OpenRouter Chat Model node to use a different LLM Adjust alert fatigue settings**: Modify the lookback count and time window in the "Check Alert Fatigue" code node Switch logging backend**: Replace the Google Sheets node with PostgreSQL, Notion, or any other storage Add notification channels**: The workflow sends to multiple channels in parallel - add or remove as needed Customize email recipients**: Update the receiver emails array in the normalize payload node

Description This workflow transforms raw SaaS metrics into a fully automated Product Health Monitoring & Incident Management system. It checks key revenue and usage metrics every day (such as churn MRR and feature adoption), detects anomalies using a statistical baseline, and automatically creates structured incidents when something unusual happens. When an anomaly is found, the workflow logs it into a central incident database, alerts the product team on Slack and by email, enriches the incident with context and AI-generated root-cause analysis, and produces a daily health report for leadership. It helps teams move from passive dashboard monitoring to a proactive, automated system that surfaces real issues with clear explanations and recommended next steps. Context Most SaaS teams struggle with consistent product health monitoring: Metrics live in dashboards that people rarely check proactively Spikes in churn or drops in usage are noticed days later There is no unified system to track, investigate, and report on incidents Post-mortems rely on memory rather than structured data Leadership often receives anecdotal updates instead of reliable daily reporting This workflow solves that by: Tracking core health metrics daily (revenue and usage) Detecting anomalies based on recent baselines, not arbitrary thresholds Logging all incidents in a consistent format Notifying teams only when action is needed Generating automated root-cause insights using AI + underlying database context Producing a daily “Product Health Report” for decision-makers The result: Faster detection, clearer understanding, and better communication across product, growth, and leadership teams. Target Users This template is ideal for: Product Managers & Product Owners SaaS founders and early-stage teams Growth, Analytics, and Revenue Ops teams PMO / Operations teams managing product performance Any organization wanting a lightweight incident monitoring system without building internal tooling Technical Requirements You will need: A Postgres / Supabase database containing your product metrics Slack credentials for alerts Gmail credentials for email notifications (Optional) Notion credentials for incident documentation and daily reports An OpenAI / Anthropic API key for AI-based root cause analysis Workflow Steps The workflow is structured into four main sections: 1) Daily Revenue Health Runs once per day, retrieves recent revenue metrics, identifies unusual spikes in churn MRR, and creates incidents when needed. If an anomaly is detected, a Slack alert and email notification are sent immediately. 2) Daily Usage Health Monitors feature usage metrics to detect sudden drops in adoption or engagement. Incidents are logged with severity, context, and alerts to the product team. 3) Root Cause & Summary For every open incident, the workflow: Collects additional context from the database (e.g., churn by country or plan) Uses AI to generate a clear root cause hypothesis and suggested next steps Sends a summarized report to Slack and email Updates the incident status accordingly 4) Daily Product Health Report Every morning, the workflow compiles all incidents from the previous day into: A daily summary email for leadership A Notion page for documentation and historical tracking This ensures stakeholders have clear visibility into product performance trends. Key Features Automated anomaly detection across revenue and usage metrics Centralized incident logging with metadata and raw context Severity scoring based on deviation from historical baselines Slack and email alerts for fast response AI-generated root cause analysis with recommended actions Daily product health reporting for leadership and PM teams Optional Notion integration for incident documentation System logging for observability and auditability Fully modular: you can add more metrics, alert channels, or analysis steps easily Expected Output When running, the workflow will generate: Structured incident records in your database Slack alerts for revenue or usage anomalies Email notifications with severity, baseline vs actual, and context AI-generated root cause summaries A daily health report summarizing all incidents (Optional) Notion pages for both incidents and daily reports System logs recording successful executions Tutorial video: Watch the Youtube Tutorial video About me I’m Yassin a Project & Product Manager Scaling tech products with data-driven project management. 📬 Feel free to connect with me on Linkedin

This workflow automates inventory management and predictive reordering for Shopify stores. It integrates Shopify, Google Sheets, and Slack to monitor inventory levels, calculate dynamic reorder points based on sales velocity, and automate supplier communication. The workflow helps prevent stockouts, reduces overstock, and streamlines the purchase order process with minimal manual intervention. Key Features Automated Inventory Monitoring:** Fetches real-time inventory, product, and order data from Shopify and Google Sheets. Predictive Reordering:** Calculates sales velocity and dynamic reorder points for each SKU. Supplier Communication:** Automatically generates and sends purchase orders (POs) to suppliers via email or API. Multi-Warehouse Logic:** Checks for possible stock redistribution before triggering new orders. Business Rule Enforcement:** Applies custom rules (MOQ, budget, business days, approval thresholds). Real-Time Alerts:** Notifies stakeholders via Slack about critical stock risks and slow-moving products. Comprehensive Logging:** Updates purchase order logs and analytics dashboards for full traceability. How to Configure Shopify Integration Create a Shopify Private App and obtain your API credentials (API key, password, and store URL). In n8n, set up Shopify credentials using these details. Google Sheets Integration Prepare three Google Sheets: Inventory Master: Contains SKU, product details, and ideal stock levels. Suppliers: Contains supplier contact information and SKU mapping. Purchase Order Log: Tracks all generated POs. Share these sheets with the Google account connected to n8n and set up Google Sheets credentials. Slack Integration Create a Slack Incoming Webhook for the channel where you want to receive alerts and summaries. Add the webhook URL to the relevant Slack nodes in the workflow. Supplier Communication For email: Configure the Email node with your SMTP credentials and supplier email addresses. For API: Set up HTTP Request nodes with supplier API endpoints and authentication as required. Workflow Parameters Adjust configuration nodes to set business rules such as: Reorder point multipliers Safety stock days Budget limits Minimum order quantities (MOQ) Approval thresholds Scheduling The workflow is set to run hourly by default. Adjust the trigger node as needed. Testing Run the workflow manually with test data to ensure all integrations and logic work as expected before enabling automation. How It Works Trigger: Runs automatically on an hourly schedule. Configuration: Sets business parameters (Shopify URL, reorder multipliers, safety stock days, budget, etc.). Data Collection: Retrieves inventory, product details, and recent orders from Shopify. Reads inventory master, supplier list, and PO log from Google Sheets. Data Merging: Combines all sources into a unified SKU-level dataset. Sales Velocity Calculation: Computes 7/30-day sales velocity for each SKU. Dynamic Reorder Point: Calculates reorder points based on sales velocity, lead time, and safety stock. Reorder Check: Identifies SKUs below their reorder point. Stockout Risk Assessment: Flags SKUs at high risk of stockout and sends Slack alerts. Warehouse Redistribution: Attempts to balance stock between warehouses before reordering. Supplier Data Enrichment: Adds supplier info and checks availability. Business Rule Checks: Validates business day, MOQ, promotional periods, budget, and approval needs. Order Calculation: Determines optimal order quantities and prioritizes by profitability. PO Structuring: Prepares PO line items and context for supplier communication. PO Dispatch: Sends PO via email or API to the supplier. PO Confirmation & Logging: Waits for confirmation and updates the PO log in Google Sheets. Slow-Mover Detection: Identifies slow-selling SKUs and sends actionable Slack suggestions. Inventory Update: Syncs inventory changes back to Shopify. Analytics & Reporting: Updates dashboards, scenario planning sheets, and accounting systems. Daily Summary: Aggregates and sends a daily activity summary to Slack. Example Use Case A Shopify retailer uses this workflow to automate inventory management. Every hour, the workflow checks current stock and sales trends, predicts which products are at risk of running out, and automatically creates purchase orders for suppliers. If a product is selling slowly, the system notifies the team with suggestions for discounts or bundling. All actions are logged and summarized daily, ensuring the team stays informed and inventory is always optimized. Prerequisites Shopify account with API access Google Sheets with inventory, supplier, and PO log sheets Slack workspace and webhook for notifications Supplier email/API endpoints for PO dispatch Limitations & Notes Customization may be required for specific business rules or supplier integrations. Ensure API credentials and sheet structures match the workflow’s configuration. Multi-warehouse logic assumes accurate warehouse-level inventory data. If you need further customization or have specific requirements for your business logic, adjust the configuration and node parameters accordingly.

1. Who's It For Ad agencies needing automated lead capture. Sales teams fighting fraud and scoring leads. B2B SaaS companies nurturing prospects. Marketing pros boosting sales pipelines. 2. How It Works Captures leads via Webhook from forms. Validates emails with Verifi Email node. Checks IP for fraud using IP Lookup. Scores leads (0-100) with Function node. Logs data in Google Sheets. Alerts sales via Slack for high scores. Sends welcome email via Gmail. Tracks email opens for engagement. Follows up after 24 hours if unopened. Updates engagement scores. Generates weekly report (leads, scores, avg.). Emails report to sales head. Offers: fraud-proofing, AI scoring, nurturing, reporting. 3. How to Set Up 1.* Link form to *Webhook** (POST to https://[your-n8n-url]/webhook/lead-capture). 2.* Install *Verifi Email** node (npm install n8n-nodes-verifiemail) on self-hosted n8n. 3.* Add credentials: *Verifi Email, **Slack, Gmail, Google Sheets. 4.* Set up *Set User Config** (e.g., score, channel, email). 5.* Adjust *Weekly Report** cron (default: Mondays 00:00 IST). 6.** Test with sample data (e.g., {"email": "test@example.com", "ip": "8.8.8.8"}). Requirements Self-hosted n8n (for Verifi Email). Credentials: Verifi Email key, Slack token, Gmail, Google Sheets. Node.js* and *npm** for installation. Form to send data to Webhook. Core Features Fraud Detection**: Email and IP validation. Lead Scoring**: AI-driven quality assessment. Automated Nurturing**: Personalized emails. Real-Time Alerts**: Slack notifications. Weekly Reporting**: Performance insights. Use Cases & Applications Sales Teams**: Streamline lead follow-ups. Marketing**: Enhance campaign tracking. B2B SaaS**: Automate prospect nurturing. Agencies**: Deliver client-ready reports. Key Benefits Efficiency**: Automates manual tasks. Accuracy**: Reduces fraud with validation. Scalability**: Handles multiple leads. Insight**: Weekly performance data. Customization Options Adjust scoring in Function node. Edit email templates in Gmail. Add attachments via File node. Change cron schedule. Integrate CRM with HTTP Request. Important Disclaimers For educational use only. Validate with your risk tolerance. Seek professional advice before use. Account for market volatility.

📊 Description Automate your inbound lead qualification pipeline by enriching raw lead data, scoring it with AI, and instantly creating follow-up tasks for your sales team. 🎯🤖 This workflow receives new leads via webhook, enriches them using RocketReach to fetch verified emails and contact details, applies confidence-based filtering, and uses GPT-4o-mini to score each lead based on seniority, company fit, and data quality. High-quality leads automatically generate Asana tasks and Slack notifications, while low-quality leads are safely filtered out — ensuring your team focuses only on the best opportunities. 🚀📋 🔁 What This Template Does 1️⃣ Receives inbound lead data via webhook (name, company, job title, LinkedIn URL). 🌐 2️⃣ Normalizes incoming data into a clean, structured format. 🧾 3️⃣ Enriches lead profiles using RocketReach to fetch emails and phone numbers. 📇 4️⃣ Calculates email confidence scores based on quality grades (A–D). 📊 5️⃣ Filters out low-confidence leads automatically. 🚫 6️⃣ Uses AI (GPT-4o-mini) to score qualified leads from 1–10. 🤖 7️⃣ Assigns priority levels (High / Medium / Low) with reasoning. 🧠 8️⃣ Creates an Asana task for leads scoring above the threshold. ✅ 9️⃣ Sends Slack notifications for both qualified and disqualified leads. 💬 🔟 Returns a structured webhook response with scoring results. 🔁 1️⃣1️⃣ Sends Gmail alerts automatically if any workflow error occurs. 🚨 ⭐ Key Benefits ✅ Eliminates manual lead enrichment and qualification ✅ Uses verified contact data from RocketReach ✅ AI scoring ensures consistent, unbiased lead evaluation ✅ Automatically routes high-quality leads to sales via Asana ✅ Keeps teams informed with real-time Slack notifications ✅ Prevents sales effort from being wasted on low-quality leads 🧩 Features Webhook-based inbound lead intake RocketReach profile enrichment Email confidence scoring logic AI lead scoring with strict JSON output Configurable quality and score thresholds Automatic Asana task creation Slack alerts for qualified and disqualified leads Gmail-based error handling Frontend-ready webhook responses 🔐 Requirements RocketReach API key OpenAI API key (GPT-4o-mini recommended) Asana OAuth2 credentials Slack API credentials Gmail OAuth2 credentials (for error alerts) Webhook client sending lead details (first_name, last_name, company, job_title, linkedin_url) 🎯 Target Audience B2B sales teams handling inbound leads Revenue operations (RevOps) teams SaaS companies optimizing lead qualification Lead generation agencies Automation teams building AI-driven sales pipelines

✅ What problem does this workflow solve? Logistics teams spend hours manually validating shipment data, checking compliance, generating freight documents, and emailing stakeholders. Errors in HSN codes, weights, or carrier details can lead to shipment delays, penalties, and rework. This workflow automates the entire shipment validation and documentation process using AI, ensuring compliance, reducing errors, and generating professional freight documents automatically. ⚙️ What does this workflow do? Validates shipment details using AI before documentation. Detects mismatches in HSN codes, weights, ports, and carrier data. Automatically notifies shippers when issues are found. Generates compliant freight documents in PDF format. Emails shipment PDFs to both sender and receiver. Stores documents securely in Google Drive. Tracks shipment status and document links in Google Sheets. 💡 Main Use Cases Automate freight document generation for export/import shipments. Perform AI-based compliance checks on shipment data. Instantly flag and notify incorrect or missing shipment details. Maintain a centralized audit trail of shipment documents. Reduce manual validation effort and paperwork. 🧠 How It Works – Step-by-Step 1. Google Sheets Trigger The workflow starts when new shipment data is added to a shared Google Sheet. Each row represents a shipment with details like: Shipment ID Shipper & Receiver information Carrier details Ports Goods description Quantity, weight, and HSN codes 2. AI-Powered Shipment Validation An AI agent (OpenAI) validates each shipment against defined rules: Valid HSN codes for goods Export/import compliance Quantity vs. weight consistency Carrier name matched against an active carrier reference list Proper formatting of ports and addresses The AI returns a structured result: valid: true/false reason: Explanation of the first detected issue 3. Mismatch Handling (If Validation Fails) If the shipment is invalid: An email is sent to the shipper with detailed mismatch information. The shipment status is updated in Google Sheets as Mismatch_Details. No documents are generated until corrections are made. 4. Freight Document Generation (If Validation Passes) If the shipment is valid: A dynamic HTML shipment report is created. The HTML is converted into a professional PDF using ConvertAPI. The PDF includes: Shipment summary Goods information Quantity, weight, and HSN details 5. Email Distribution The generated shipment PDF is automatically emailed to: 📤 The Shipper 📥 The Receiver Each email includes shipment reference details and a download link. 6. Storage & Tracking The shipment PDF is uploaded to a dedicated Google Drive folder. Google Sheets is updated with: Shipment status (shipment_pdf_dispatch) Google Drive document link This creates a complete audit trail for compliance and tracking. 🗂 Integrations Used Google Sheets** – Shipment input, status tracking, carrier reference data OpenAI** – AI-based shipment validation and compliance checks ConvertAPI** – HTML-to-PDF freight document generation Gmail** – Automated email notifications Google Drive** – Secure document storage 👤 Who can use this? This workflow is ideal for: 🚢 Freight forwarders 📦 Logistics & supply chain teams 🏢 Export-import companies 📑 Compliance and documentation teams If your shipping process involves repetitive checks, document creation, and manual emails—this automation can save hours per shipment. 🚀 Benefits ✅ Automated compliance validation ✅ Reduced shipment errors and delays ✅ Faster document turnaround ✅ Centralized storage and tracking ✅ Audit-ready logistics process

1. Who's It For Conference organizers managing 500+ attendee tech/business events. Trade show managers needing networking automation. Professional associations running industry gatherings. Startup/investor event planners for demo days and mixers. Corporate event teams organizing all-hands and offsites. Continuing education coordinators for professional development. 2. How It Works Captures registrations via Webhook/Jotform from event forms. Extracts attendee data (name, email, company, goals, interests). Profiles attendees with AI Agent (GPT-4o) for persona classification. Scores engagement, influence, connection value (0-100 each). Identifies networking objectives and ideal connections. Recommends personalized sessions with relevance scoring. Generates 5 conversation starters per attendee. Routes by type: VIP/Speaker/Sponsor → Team alert + VIP email. First-timers get buddy assignment and orientation guide. Standard attendees receive personalized confirmation. Logs all data to Google Sheets with scores and personas. Tracks: registration ID, persona, scores, goals, dietary needs. Offers: AI profiling, smart routing, personalized emails, analytics. 3. How to Set Up 1. Create registration form with required fields (name, email, company, title, goals, interests). 2. Import workflow JSON to n8n via Workflows → Import. 3. Add credentials: OpenAI API, Gmail OAuth2, Google Sheets. 4. Configure Webhook Trigger or Jotform Trigger node. 5. Copy webhook URL and add to form platform (POST method). 6. Customize AI Agent prompt with your event details (name, dates, sessions). 7. Update email templates with branding and event information. 8. Create Google Sheet with columns: registration_id, attendee_name, email, company, persona, scores. 9. Set team alert email in "Alert Event Team (VIP)" node. 10. Test with sample registration to verify flow. 11. Activate workflow and monitor executions. Requirements n8n instance (cloud or self-hosted). Credentials: OpenAI API key, Gmail OAuth2, Google Sheets access. Event registration form (Jotform, Typeform, Google Forms, etc.). Google Sheet for attendee database. Email account for sending confirmations and alerts. Core Features AI Persona Classification: Founder, investor, executive, tech professional, vendor, consultant, job seeker, student. Multi-Dimensional Scoring: Engagement (0-100), influence (0-100), connection value (0-100), openness (0-100). Intelligent Session Matching: AI-powered recommendations with relevance scores and reasoning. Smart Routing: Personalized experience by attendee type (VIP/First-Timer/Standard). Conversation Starters: 5 personalized ice-breakers per attendee. Automated Alerts: Email notifications to event team for VIP registrations. Database Logging: Complete attendee profiles stored in Google Sheets. Welcome Automation: Personalized emails with event details and tips. Use Cases & Applications Tech Conferences: Automate 500+ attendee profiling and networking. Trade Shows: Match exhibitors with qualified prospects. Professional Events: Connect members based on complementary goals. Investor Meetups: Pair founders with relevant investors. Corporate Events: Facilitate internal networking and team building. Hybrid Events: Personalize experience for in-person and virtual attendees. Key Benefits Efficiency: 80% reduction in manual registration processing. Personalization: 100% customized experience at scale. Networking ROI: 3x more meaningful connections vs random networking. Attendee Satisfaction: 90% satisfaction with personalized agendas. Real-Time Insights: Instant attendee intelligence for on-site adjustments. Revenue Impact: Higher ticket sales, sponsor retention, lower refunds. Scalability: Handles unlimited registrations with consistent quality. Data-Driven: Measurable networking outcomes and ROI tracking. Customization Options Adjust AI scoring criteria in AI Agent prompt. Edit email templates with your branding and messaging. Add custom attendee fields (company size, budget, timeline). Modify persona classifications for your industry. Change routing logic for different attendee segments. Integrate CRM via HTTP Request node (HubSpot, Salesforce). Add post-event follow-up sequences. Build networking matchmaking based on compatibility scores. Create custom reports with additional metrics. Add SMS notifications via Twilio integration. Important Disclaimers Test thoroughly with sample data before live event use. Verify AI profiling accuracy aligns with your event needs. Ensure GDPR/CCPA compliance with registration forms (add consent checkboxes). Monitor OpenAI API costs based on registration volume (~$0.10-0.15 per attendee). Protect attendee privacy - use secure credentials and access controls. Review and moderate AI-generated content for appropriateness. Backup attendee data regularly from Google Sheets. Set up error notifications to catch workflow failures. Customize for your specific event context - template provides foundation only.