Workflow Templates

AI-powered WhatsApp booking system with instant SMS confirmations Who is this for? This workflow is designed for solo entrepreneurs, consultants, coaches, clinics, or any business that handles client appointments and wants to automate the entire scheduling experience via WhatsApp — without the need for live agents. What problem is this workflow solving? Responding to inbound messages, collecting booking details, suggesting available times, and sending reminders can be a huge time drain. This workflow eliminates manual handling by: Automating WhatsApp conversations with an AI assistant Booking appointments directly into Cal.com Sending timely SMS reminders before appointments It ensures you never miss a lead or a follow-up — even while you sleep. What this workflow does From a single WhatsApp message, the workflow: Triggers via a WhatsApp webhook Uses GPT-4 to handle conversation flow and qualify the prospect Collects name, email, selected service Calls Cal.com API to fetch available time slots Books the appointment and stores it in Google Sheets Sends a confirmation message via WhatsApp Periodically scans for upcoming appointments Sends SMS reminders to clients 2 hours before their session Setup Connect your Webhook node to a WhatsApp API (e.g., 360dialog, Twilio, or Ultramsg) Add your OpenAI API key for the GPT-4 nodes Configure your Cal.com API key and set your calendar ID Link your Google Sheets with fields like: name, email, date, time, status, reminder_sent Connect your SMS service (e.g., sms77) with API credentials Adjust the schedule in the reminder node as needed How to customize this workflow to your needs Change the language or tone of the AI assistant** by editing the system prompt in the GPT node Filter available time slots** by service, team member, or duration Modify the reminder timing** (e.g., 1 hour before, 24h before, etc.) Add conditional logic** to route users to different booking flows based on their responses Integrate additional CRMs** or notification channels like email or Slack 📄 Documentation: Notion Guide Need help customizing? Contact me for consulting and support : Linkedin / Youtube

Apply to jobs automatically from Google Sheets with status tracking Who's it for Job seekers who want to streamline their application process, save time on repetitive tasks, and never miss following up on applications. Perfect for anyone managing multiple job applications across different platforms. What it does This workflow automatically applies to jobs from a Google Sheet, tracks application status, and keeps you updated with notifications. It handles the entire application lifecycle from submission to status monitoring. Key features: Reads job listings from Google Sheets with filtering by priority and status Automatically applies to jobs on LinkedIn, Indeed, and other platforms Updates application status in real-time Checks application status every 2 days and notifies you of changes Sends email notifications for successful applications and status updates Prevents duplicate applications and manages rate limiting How it works The workflow runs on two main schedules: Daily Application Process (9 AM, weekdays): Reads your job list from Google Sheets Filters for jobs marked as "Not Applied" with Medium/High priority Processes each job individually to prevent rate limiting Applies to jobs using platform-specific APIs (LinkedIn, Indeed, etc.) Updates the sheet with application status and reference ID Sends confirmation email for each application Status Monitoring (Every 2 days at 10 AM): Checks all jobs with "Applied" status Queries job platforms for application status updates Updates the sheet if status has changed Sends notification emails for status changes (interviews, rejections, etc.) Requirements Google account with Google Sheets access Gmail account for notifications Resume stored online (Google Drive, Dropbox, etc.) API access to job platforms (LinkedIn, Indeed) - optional for basic version n8n instance (self-hosted or cloud) How to set up Step 1: Create Your Job Tracking Sheet Create a Google Sheet with these exact column headers: | Job_ID | Company | Position | Status | Applied_Date | Last_Checked | Application_ID | Notes | Job_URL | Priority | |--------|---------|----------|--------|--------------|--------------|----------------|-------|---------|----------| | JOB001 | Google | Software Engineer | Not Applied | | | | | https://careers.google.com/jobs/123 | High | | JOB002 | Microsoft | Product Manager | Not Applied | | | | | https://careers.microsoft.com/jobs/456 | Medium | Column explanations: Job_ID**: Unique identifier (JOB001, JOB002, etc.) Company**: Company name Position**: Job title Status**: Not Applied, Applied, Under Review, Interview Scheduled, Rejected, Offer Applied_Date**: Auto-filled when application is submitted Last_Checked**: Auto-updated during status checks Application_ID**: Platform reference ID (auto-generated) Notes**: Additional information or application notes Job_URL**: Direct link to job posting Priority**: High, Medium, Low (Low priority jobs are skipped) Step 2: Configure Google Sheets Access In n8n, go to Credentials → Add Credential Select Google Sheets OAuth2 API Follow the OAuth setup process to authorize n8n Test the connection with your job tracking sheet Step 3: Set Up Gmail Notifications Add another credential for Gmail OAuth2 API Authorize n8n to send emails from your Gmail account Test by sending a sample email Step 4: Update Workflow Configuration In the "Set Configuration" node, update these values: spreadsheetId**: Your Google Sheet ID (found in the URL) resumeUrl**: Direct link to your resume (make sure it's publicly accessible) yourEmail**: Your email address for notifications coverLetterTemplate**: Customize your cover letter template Step 5: Customize Application Logic For basic version (no API access): The workflow includes placeholder HTTP requests that you can replace with actual job platform integrations. For advanced version (with API access): Replace LinkedIn/Indeed HTTP nodes with actual API calls Add your API credentials to n8n's credential store Update the platform detection logic for additional job boards Step 6: Test and Activate Add 1-2 test jobs to your sheet with "Not Applied" status Run the workflow manually to test Check that the sheet gets updated and you receive notifications Activate the workflow to run automatically How to customize the workflow Adding New Job Platforms Update Platform Detection: Modify the "Check Platform Type" node to recognize new job board URLs Add New Application Node: Create HTTP request nodes for new platforms Update Status Checking: Add status check logic for the new platform Customizing Application Strategy Rate Limiting**: Add "Wait" nodes between applications (recommended: 5-10 minutes) Application Timing**: Modify the cron schedule to apply during optimal hours Priority Filtering**: Adjust the filter conditions to match your criteria Multiple Resumes**: Use conditional logic to select different resumes based on job type Enhanced Notifications Slack Integration**: Replace Gmail nodes with Slack for team notifications Discord Webhooks**: Send updates to Discord channels SMS Notifications**: Use Twilio for urgent status updates Dashboard Updates**: Connect to Notion, Airtable, or other productivity tools Advanced Features AI-Powered Personalization**: Use OpenAI to generate custom cover letters Job Scoring**: Implement scoring logic based on job requirements vs. your skills Interview Scheduling**: Auto-schedule interviews when status changes Follow-up Automation**: Send follow-up emails after specific time periods Important Notes Platform Compliance Always respect rate limits to avoid being blocked Follow each platform's Terms of Service Use official APIs when available instead of web scraping Don't spam job boards with excessive applications Data Privacy Store credentials securely using n8n's credential store Don't hardcode API keys or personal information in nodes Regularly review and clean up old application data Ensure your resume link is secure but accessible Quality Control Start with a small number of jobs to test the workflow Review application success rates and adjust strategy Monitor for errors and set up proper error handling Keep your job list updated and remove expired postings This workflow transforms job searching from a manual, time-consuming process into an automated system that maximizes your application efficiency while maintaining quality and compliance.

Who is this template for? This workflow template is designed for accounting, human resources, and IT project management teams looking to automate the generation of PDF and Word documents. It can be particularly useful for: The accounting department: for generating invoices in PDF format, thus streamlining the invoicing process and payment tracking. The human resources department: for creating employment contracts in PDF, simplifying the administrative management of employees. IT project management teams: for producing Word documents, such as project specifications, to clearly define project requirements and objectives. Example result in mail This PDF and Word document generation workflow offers a practical and efficient solution for automating administrative and document-related tasks, allowing teams to focus on higher-value activities. How it works This workflow currently operates with an n8n form, but you can easily replace this form with a webhook triggered by an external application such as AirTable, SharePoint, DocuWare, etc. Once the configuration information is retrieved, we fill the API request body of JSReport. The body is defined at the time of template creation in JSReport (Example of JSReport usage). Then, in a straightforward manner, we fetch the PDF and send it via email. Here's a brief overview of this n8n workflow template: Link to n8n workflow template presentation To summarize This workflow integrates with an n8n form, but it's flexible to work with various triggering methods like webhooks from other applications such as AirTable, SharePoint, or DocuWare. After configuring the necessary information, it populates the API request body of JSReport, which defines the template in JSReport. Once the template is populated, it retrieves the PDF and sends it via email. In essence, it streamlines the process of generating PDF documents based on user input and distributing them via email. Instructions: Create a JSReport Account: Sign up for a JSReport account to create your PDF template model. Define PDF Template in JSReport: Use JSON data from your system to set up the content of your PDF template in JSReport. Configure HTTP Request in n8n: Use the HTTP Request node in n8n to send a request to JSReport. Set the node's body to the JSON data defining your PDF template. Watch the Video: For detailed setup guidance, watch the setup video. Remember, this template was created in n8n v1.38.2.

✅ What problem does this workflow solve? Many websites lack a smart, searchable interface. Visitors often leave due to unanswered questions. This workflow transforms any website into a Retrieval-Augmented Generation (RAG) chatbot—automatically extracting content, creating embeddings, and enabling real-time, context-aware chat on your own site. ⚙️ What does this workflow do? Accepts a website URL through a form trigger. Fetches and cleans website content. Parses content into smaller sections. Generates vector embeddings using OpenAI (or your embedding model). Stores embeddings and metadata in Supabase’s vector database. When a user asks a question: Searches Supabase for relevant chunks via similarity search. Retrieves matching content as context. Sends context + question to OpenAI to generate an accurate answer. Returns the AI-generated response to the user in the chat interface. 🔧 Setup Instructions 🖥️ Website Form Trigger Use a Form / HTTP Trigger to submit website URLs for indexing. 📥 Content Extraction & Chunking Use HTTP nodes to fetch HTML. Clean and parse it (e.g., remove scripts, ads). Use a Function node to split into manageable text chunks. 🧠 Embedding Generation Call OpenAI (or Cohere) to generate embeddings for each chunk. Insert vectors and metadata into Supabase via its API or n8n Supabase node. 💬 User Query Handling Use a Chat Trigger (webhook/UI) to receive user questions. Convert the question into an embedding. Query Supabase with similarity search (e.g., match_documents RPC). Retrieve top-matching chunks and feed them into OpenAI with the user question. Return the reply to the user. 🛠 AI & Database Setup OpenAI API key** for embedding and chat. A Supabase project with: vector extension enabled Tables for document chunks and embeddings A similarity search function like match_documents 💬 How to Embed the Chat Widget on Your Website You can add the chatbot interface to your website with a simple JavaScript snippet. Steps: Open the "When chat message received" node Copy Chat URL Make sure, "Make Chat Publicly Available "Toggle is enabled Make sure the mode is "Embedded Chat" Follow the instructions given on this package here. 🧠 How it Works Submit URL → Form Trigger Fetch Website Content → HTTP Request Clean & Chunk Content → Function Node Make Embeddings (OpenAI/Cohere) Store in Supabase → embeddings + metadata User Chat → Chat Trigger Search for Similar Content → Supabase similarity match Generate Answer → OpenAI completion w/ context Send Reply → Chat interface returns answer 🗂 Why Supabase? Supabase offers a scalable Postgres-based vector database with extensions like pgvector, making it easy to: Store vector data alongside metadata Run ANN (Approximate Nearest Neighbor) similarity searches Integrate seamlessly with n8n and your chatbot UI :contentReference[oaicite:1]{index=1} 👤 Who can use this? 📝 Documentation websites 👩‍💼 Support portals 🏢 Product/Landing pages 🛠 Internal knowledge bases Perfect for anyone who wants a smart, website-specific chatbot without building an entire AI stack from scratch. 🚀 Ready to Deploy? Plug in your: ✅ OpenAI API Key ✅ Supabase project credentials ✅ Chat UI or webhook endpoint … and launch your AI-powered, website-specific RAG chatbot in minutes!

AI-Powered Airtable Contact Manager Overview The AI-Powered Airtable Contact Manager is an intelligent n8n workflow that enables AI assistants to seamlessly manage contact data in Airtable through natural language interactions. Using the Model Context Protocol (MCP), this workflow bridges the gap between conversational AI and structured data management. How It Works This workflow creates a powerful AI-to-database interface that allows users to manage their Airtable contacts through natural language commands. Here's the complete flow: 1. AI Interaction Layer Users interact with an AI assistant using natural language Examples: "Add John Doe to contacts", "Find all contacts assigned to Sarah", "Show me contact details for ID xyz" 2. MCP Server Trigger The AI assistant processes the user's request and identifies the needed operation Sends structured commands to the n8n workflow via the MCP (Model Context Protocol) Acts as the intelligent routing system for all contact operations 3. Airtable Operations The workflow provides four core contact management functions: 🔍 Get Record: Retrieves specific contact details using a Record ID Input: Record ID from AI Output: Complete contact information (Name, Email, Assignee, Status) ➕ Create Record: Adds new contacts to the database Input: Contact details (Name, Email, Assignee) Output: New record with auto-generated ID and default status 🗑️ Delete Record: Removes contacts permanently Input: Record ID to delete Output: Confirmation of successful deletion 🔎 Search Records: Finds contacts using flexible criteria Input: Airtable formula for filtering Output: All matching contact records 4. Smart Data Handling The workflow uses AI-powered field mapping with $fromAI() functions Automatically extracts relevant information from natural language requests Maintains data integrity with proper field validation Setup Steps Prerequisites n8n instance (cloud or self-hosted) Airtable account with API access MCP-compatible AI system Step 1: Airtable Preparation Create Airtable Base: Set up a new base or use existing one Note your Base ID (starts with app) Set Up Contact Table: Create a table with these fields: Name (Single line text) email (Email) Assignee (Single line text) Status (Single select: Todo, In progress, Done) Note your Table ID (starts with tbl) Generate API Token: Go to https://airtable.com/developers/web/api/introduction Create a personal access token with full permissions Save this token securely Step 2: n8n Configuration Import Workflow: Copy the enhanced JSON workflow Import into your n8n instance Configure Airtable Credentials: Go to Credentials in n8n Create new "Airtable Personal Access Token" credential Enter your Airtable API token Name it "full access" (or update credential references in workflow) Update Base and Table IDs: Replace YOUR_AIRTABLE_BASE_ID with your actual Base ID (starts with app) Replace YOUR_AIRTABLE_TABLE_ID with your actual Table ID (starts with tbl) Update in all four Airtable nodes Update Credential References: Replace your-airtable-credential-id with your actual credential ID Or rename your credential to match "Airtable API Token" Step 3: MCP Integration Configure MCP Server: Set up your MCP server to communicate with n8n Replace your-webhook-path-here and your-webhook-id-here with your actual webhook details Configure your AI system to use this workflow Update Node IDs (Optional): The workflow uses placeholder node IDs for privacy n8n will auto-generate new IDs when you import No action needed unless you're referencing specific nodes Test the Integration: Activate the workflow in n8n Test each operation through your AI interface Verify data flows correctly between AI and Airtable Step 4: Customization (Optional) Add More Fields: Extend the Airtable schema as needed Update the Create Record node field mappings Modify the Search Record filters Enhanced Error Handling: Add error handling nodes Set up notifications for failed operations Implement retry logic for reliability Usage Examples Once set up, users can interact with the system naturally: Creating Contacts: "Add Sarah Johnson with email sarah@company.com, assign to Mike" "Create a new contact for David Wilson, email david@startup.io" Finding Contacts: "Show me all contacts assigned to Jennifer" "Find contacts with status 'In progress'" "Search for contacts with gmail addresses" Managing Records: "Get details for contact rec123ABC" "Delete the contact with ID rec456DEF" "Update John's status to Done" Benefits Natural Language Interface**: No technical knowledge required Automated Data Entry**: Reduces manual work and errors Flexible Searching**: Find contacts using any criteria AI-Powered**: Leverages advanced language understanding Scalable**: Easily extend with more operations Integrated**: Works seamlessly with existing Airtable workflows Technical Notes Uses n8n's $fromAI() function for intelligent data extraction Implements MCP for standardized AI-to-automation communication Supports Airtable's formula syntax for complex searches Maintains security through proper credential management Designed for high reliability with error handling capabilities This workflow transforms contact management from a manual, time-consuming task into an effortless, conversational experience powered by AI.

Track n8n Node Definitions from GitHub and Export to Google Sheets Overview This workflow automatically retrieves and processes metadata from the official n8n GitHub repository, filters all available .node.json files, parses their structure, and appends structured information into a Google Sheet. Perfect for developers, community managers, and technical writers who need to maintain up-to-date information about n8n's evolving node ecosystem. Setup Instructions Prerequisites Before setting up this workflow, ensure you have: A GitHub account with API access A Google account with Google Sheets access An active n8n instance (cloud or self-hosted) Step 1: GitHub API Configuration Navigate to GitHub Settings → Developer Settings → Personal Access Tokens Generate a new token with public_repo permissions Copy the generated token and store it securely In n8n, create a new "GitHub API" credential Paste your token in the credential configuration and save Step 2: Google Sheets Setup Create a new Google Sheets document Set up the following column headers in the first row: node (Column A) - Node identifier/name nodeVersion (Column B) - Version of the node codexVersion (Column C) - Codex version number categories (Column D) - Node categories credentialDocumentation (Column E) - Credential documentation URL primaryDocumentation (Column F) - Primary documentation URL Note down the Google Sheets document ID from the URL Configure Google Sheets OAuth2 credentials in n8n Step 3: Workflow Configuration Import the workflow into your n8n instance Update the following placeholder values: Replace YOUR_GOOGLE_SHEETS_DOCUMENT_ID with your actual document ID Replace YOUR_WEBHOOK_ID if using webhook functionality Configure the GitHub API credentials in the HTTP Request nodes Set up Google Sheets credentials in the Google Sheets nodes Share your Google Sheets document with the email address associated with your Google OAuth2 credentials Grant "Editor" permissions to allow the workflow to write data Google Sheets Template Details The workflow creates a structured dataset with these columns: node**: Node identifier (e.g., n8n-nodes-base.slack) nodeVersion**: Version of the node (e.g., 1.0.0) codexVersion**: Codex version number (e.g., 1.0.0) categories**: Node categories (e.g., Communication, Productivity) credentialDocumentation**: URL to credential documentation primaryDocumentation**: URL to primary node documentation Customization Options Modifying Data Extraction You can customize the "Format Data" node to extract additional fields: Add new assignments in the Set node Modify the column mapping in the Google Sheets node Update your spreadsheet headers accordingly Changing Update Frequency To run this workflow on a schedule: Replace the Manual Trigger with a Cron node Set your desired schedule (e.g., daily, weekly) Configure appropriate timing to avoid API rate limits Adding Filters Customize the "Filter Node Files" code node to: Filter specific node types Include/exclude certain categories Process only recently updated nodes Features Fetches all node definitions from the n8n-io/n8n repository Filters for .node.json files only Downloads and parses metadata automatically Extracts key fields like node names, versions, categories, and documentation URLs Appends structured data to Google Sheets with batch processing Includes error handling and retry mechanisms Clears existing data before appending new information for fresh results Use Cases This workflow is ideal for: Track changes in official n8n node definitions over time Audit node categories and documentation links for completeness Build custom dashboards from node metadata Community management and documentation maintenance Integration planning and compatibility analysis

How it works: Webhook URL that responds to Requests with an AI generated Image based on the prompt provided in the URL. Setup Steps: Ideate your prompt URL Encode The Prompt (as shown in the Template) Authenticate with your OpenAI Credentials Put together the Webhook URL with your prompt and enter into a webbrowser In this way you can expose a public url to users, employee's etc. without exposing your OpenAI API Key to them. Click here to find a blog post with additional information.

Who this is for The Google Trend Data Extract & Summarization workflow is ideal for trend researchers, digital marketers, content strategists, and AI developers who want to automate the extraction, summarization, and distribution of Google Trends data. This end-to-end solution helps transform trend signals into human-readable insights and delivers them across multiple channels. It is built for: Market Researchers** - Tracking trends by topic or region Content Strategists** - Identifying content opportunities from trending data SEO Analysts** - Monitoring search volume and shifts in keyword popularity Growth Hackers** - Reacting quickly to real-time search behavior AI & Automation Engineers** - Creating automated trend monitoring systems What problem is this workflow solving? Google Trends data can provide rich insights into user interests, but the raw data is not always structured or easily interpretable at scale. Manually extracting, cleaning, and summarizing trends from multiple regions or categories is time-consuming. This workflow solves the following problems: Automates the conversion of markdown or scraped HTML into clean textual input Transforms unstructured data into structured format ready for processing Uses AI summarization to generate easy-to-read insights from Google Trends Distributes summaries via email and webhook notifications Persists responses to disk for archiving, auditing, or future analytics What this workflow does Receives input: Sets an URL for the data extraction and analysis. Uses Bright Data’s Web Unlocker to extract content from relevant site. Markdown to Textual Data Extractor: Converts markdown content into plaintext using n8n’s Function or Markdown nodes Structured Data Extract: Parses the plaintext into structured JSON suitable for AI processing Summarize Google Trends: Sends structured data to Google Gemini with a summarization prompt to extract key takeaways Send Summary via Gmail: Composes an email with the AI-generated summary and sends it to a designated recipient Persist to Disk: Writes the AI structured data to disk Webhook Notification: Sends the summarized response to an external system (e.g., Slack, Notion, Zapier) using a webhook Setup Sign up at Bright Data. Navigate to Proxies & Scraping and create a new Web Unlocker zone by selecting Web Unlocker API under Scraping Solutions. In n8n, configure the Header Auth account under Credentials (Generic Auth Type: Header Authentication). The Value field should be set with the Bearer XXXXXXXXXXXXXX. The XXXXXXXXXXXXXX should be replaced by the Web Unlocker Token. A Google Gemini API key (or access through Vertex AI or proxy). Update the Set URL and Bright Data Zone for setting the brand content URL and the Bright Data Zone name. Update the Webhook HTTP Request node with the Webhook endpoint of your choice. How to customize this workflow to your needs Update Source : Update the workflow input to read from Google Sheet or Airbase etc. Gemini Prompt Tuning : Customize prompts to extract summaries like: Summarize the most significant trend shifts Generate content ideas from the trending search topics Email Personalization : Configure Gmail node to: Use dynamic subject lines like: Weekly Google Trends Summary – {{date}} Send to multiple stakeholders or mailing lists File Storage Customization : Save with timestamps, e.g., trends_summary_2025-04-29.json Extend to S3 or cloud drive integrations Webhook Use Cases : Send summary to: Internal dashboards Slack channels Automation tools like Make, Zapier etc.

✅ What problem does this workflow solve? Tired of the back-and-forth involved in scheduling meetings? This workflow lets you offer a seamless, voice-based appointment booking experience. It automatically checks your Cal.com availability and either books a meeting or helps the caller choose another time—powered by ElevenLabs for a human-like voice interaction. ⚙️ What does this workflow do? Receives an inbound voice call (e.g., from a website or IVR system). Uses ElevenLabs to drive the voice interaction with natural, AI-generated speech. Checks real-time availability from your Cal.com calendar. Books a meeting if a slot is available. If not, asks the user to suggest a new time and checks availability again. Confirms the appointment with a verbal response and optional email or SMS. 🔧 Setup 🧠 ElevenLabs Custom Tools Setup Add two tools in Custom Tools in ElevenLabs with the following details. Name: bookSlot Description: Use this tool when the user confirms their slot and appointment. When you have the proper name and email of theirs. POST: {n8n_webhook_url} Name: checkAvailableSlot Description: Use this slot to check Available slots in our calendar. POST: {n8n_webhook_url} 🗣 ElevenLabs Prompt Configuration First Message: Thanks for calling InfyOm Technologies. How can I help you? Use the following System Prompt: 1. Personality You are a clear, helpful, and respectful assistant focused solely on booking appointments for clients. Identity**: A virtual appointment scheduler. Core Traits**: Polite, efficient, conversational, respectful. Role**: Guide users through choosing a time, checking availability, and finalizing the booking. 2. Tone Your tone is polite, professional, and engaging—friendly enough to feel human, but focused enough to stay on task. Use conversational cues like “Okay,” “Got it,” “Sounds good,” etc. Maintain a warm but efficient pace. Speak clearly and respectfully at all times. Ensure the conversation is on both topics. 3. Goal Your task is to book an appointment for the client. Step-by-step Conversation Flow Greeting & Purpose Greet politely and state the purpose. Example: “Hi! I’m here to help you book an appointment.” Request Preferred Time Ask: “Can you please tell me your preferred time slot for the appointment?” Understand the user's date, and if it is not clear, then ask for the full date with month and year. Check Availability Use the checkAvailableSlot tool with the user’s preferred time. If the slot is available: Confirm with the user: “That slot is available. Should I go ahead and book it for you?” If the user agrees, → Use bookSlot. If the slot is not available: Say: “It looks like that time isn’t available... Would you like to look for the same time on the next day?” Handle Next-Day Option If the user agrees, check availability for the same time on the next day using checkAvailableSlot. If available, → confirm and use bookSlot. If not, → politely inform and ask for a different time. Close the Call Confirm the booking if done. Example: “Great! Your appointment is booked. Thank you and have a wonderful day!” 4. Guardrails Do not** discuss anything unrelated to appointment booking. If the user asks for something outside your scope: Say: “I’m only here to help with appointment bookings. For other questions, please contact our support team.” Never speculate about unavailable data or functions. Never ask for a date format from the User, like Say date in Day Month and Year format. If you can't understand the user's date, then say Please speak the full date. 5. Tools You can use the following tools to help book appointments: checkAvailableSlot: Use this to check if the user’s requested time is open. bookSlot: Use this to confirm the appointment after the user agrees. End call Always says Thanks for reaching out to us. Have a nice day. 📅 Cal.com API Setup Go to cal.com and generate an API Key. Create new Cal API credentials in n8n. Set this API Key in the credentials. 🧠 How it Works ☎️ 1. Incoming Call An inbound call is received by the system, and the user begins the conversation with your voice AI agent. 🧏 2. Voice Interaction via ElevenLabs The caller is greeted and asked for their preferred appointment time. All conversations are powered by natural AI speech from ElevenLabs. 🗓 3. Availability Check (Cal.com) The requested time is validated against your Cal.com availability: ✅ If available, the appointment is booked instantly. ❌ If unavailable, the agent informs the caller and asks for another time. 🔁 4. Retry Loop (If Slot Unavailable) If the initial slot is unavailable: The agent asks for a new preferred time. The process repeats until a valid slot is found or a fallback message is delivered. ✅ 5. Appointment Confirmation Once booked, the AI confirms the appointment verbally. You may also configure it to send: 📧 Email confirmations 📱 SMS reminders (optional) 👤 Who can use it? This is perfect for: 🧑‍⚕️ Clinics or Therapists 🧑‍💼 Consultants & Coaches 🏢 Sales Teams 🧠 AI-first SaaS Tools If your business relies on scheduled meetings and you'd like to automate bookings using a conversational voice experience, this is your go-to no-code solution.

This n8n workflow template is designed to integrate a DeepSeek AI agent with Telegram, incorporating long-term memory capabilities for personalized and context-aware responses. Here's a detailed breakdown: Core Features Telegram Integration Uses a webhook to receive messages from Telegram users. Validates user identity and message content before processing. AI-Powered Responses Employs DeepSeek's AI models for conversational interactions. Includes memory capabilities to personalize responses based on past interactions. Error Handling Sends an error message if the input cannot be processed. Model Options 🧠 DeepSeek-V3 Chat**: Handles general conversational tasks. DeepSeek-R1 Reasoning**: Provides advanced reasoning capabilities for complex queries. Memory Buffer Window**: Maintains session context for ongoing conversations. Quick Setup 🛠️ Telegram Webhook Configuration Set up a webhook using the Telegram Bot API: https://api.telegram.org/bot{my_bot_token}/setWebhook?url={url_to_send_updates_to} Replace {my_bot_token} with your bot's token and {url_to_send_updates_to} with your n8n webhook URL. Verify the webhook setup using: https://api.telegram.org/bot{my_bot_token}/getWebhookInfo DeepSeek API Configuration Base URL: https://api.deepseek.com Obtain your API key from the DeepSeek platform. Implementation Details 🔧 User Validation The workflow validates the user's first name, last name, and ID using data from incoming Telegram messages. Only authorized users proceed to the next steps. Message Routing Routes messages based on their type (text, audio, or image) using a switch node. Ensures appropriate handling for each message format. AI Agent Interaction Processes text input using DeepSeek-V3 or DeepSeek-R1 models. Customizable system prompts define the AI's behavior and rules, ensuring user-centric and context-aware responses. Memory Management Retrieves long-term memories stored in Google Docs to enhance personalization. Saves new memories based on user interactions, ensuring continuity across sessions.

📝 DESCRIPTION OF THE WORKFLOW This workflow connects Salesforce and Geotab to streamline fleet tracking for field service jobs (Work Orders). When a new Work Order is created in Salesforce (with a 'New' status and valid coordinates), it creates a circular geofence zone in Geotab and updates the Work Order with the zone ID. If geolocation is missing, an alert email is sent to dedicated email. The workflow uses a Salesforce Outbound Message to trigger an n8n webhook. It includes robust credential handling and optional logic to skip or notify on bad data. Use Cases: Automating vehicle geofence setup for service visits Enhancing CRM-to-fleet system synchronisation Enforcing work orders data quality via alerts Integrations Used: Salesforce Geotab API Microsoft Outlook (or any SMTP-compatible service) Tags: geotab, salesforce, fleet management, gps tracking, field service, crm, automation, webhook, integration ADDITIONAL RESOURCES 🔗 Salesforce Salesforce Login \[Salesforce Setup (Admin Console)]\(https://login.salesforce.com/ → click “Setup” gear icon) Outbound Messages Documentation Salesforce Developer Documentation Salesforce Workbench (API Testing Tool) 🔗 Geotab Geotab Login (MyGeotab) Geotab Developer Portal Geotab API Explorer Geotab SDK (JavaScript Samples) Geotab Support Centre

CallForge - AI Gong Transcript PreProcessor Transform your Gong.io call transcripts into structured, enriched, and AI-ready data for better sales insights and analytics. Who is This For? This workflow is designed for: ✅ Sales teams looking to automate call transcript formatting. ✅ Revenue operations (RevOps) professionals optimizing AI-driven insights. ✅ Businesses using Gong.io that need structured, enriched call transcripts for better decision-making. What Problem Does This Workflow Solve? Manually processing raw Gong call transcripts is inefficient and often lacks essential context for AI-driven insights. With CallForge, you can: ✔ Extract and format Gong call transcripts for structured AI processing. ✔ Enhance metadata using sales data from Salesforce. ✔ Classify speakers as internal (sales team) or external (customers). ✔ Identify external companies by filtering out free email domains (e.g., Gmail, Yahoo). ✔ Enrich customer profiles using PeopleDataLabs to identify company details and locations. ✔ Prepare transcripts for AI models by structuring conversations and removing unnecessary noise. What This Workflow Does 1. Retrieves Gong Call Data Calls the Gong API to extract call metadata, speaker interactions, and collaboration details. Fetches call transcripts for AI processing. 2. Processes and Cleans Transcripts Converts call transcripts into structured, speaker-based dialogues. Assigns each speaker as either Internal (Sales Team) or External (Customer). 3. Extracts Company Information Retrieves Salesforce data** to match customers with existing sales opportunities. Filters out free email domains* to determine the *customer’s actual company domain**. Calls the PeopleDataLabs API to retrieve additional company data and location details. 4. Merges and Enriches Data Combines Gong metadata, Salesforce customer details and insights**. Ensures all necessary data is available for AI-driven sales insights. 5. Final Formatting for AI Processing Merges all call transcript data into a single structured format for AI analysis. Extracts the final cleaned, enriched dataset for further AI-powered insights. How to Set Up This Workflow 1. Connect Your APIs 🔹 Gong API Access – Set up your Gong API credentials in n8n. 🔹 Salesforce Setup – Ensure API access if you want customer enrichment. 🔹 PeopleDataLabs API – Required to retrieve company and location details based on email domains. 🔹 Webhook Integration – Modify the webhook call to push enriched call data to an internal system. CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage CallForge - 02 - Prep Gong Calls with Sheets & Notion for AI Summarization CallForge - 03 - Gong Transcript Processor and Salesforce Enricher CallForge - 04 - AI Workflow for Gong.io Sales Calls CallForge - 05 - Gong.io Call Analysis with Azure AI & CRM Sync CallForge - 06 - Automate Sales Insights with Gong.io, Notion & AI CallForge - 07 - AI Marketing Data Processing with Gong & Notion CallForge - 08 - AI Product Insights from Sales Calls with Notion How to Customize This Workflow 💡 Modify Data Sources – Connect different CRMs (e.g., HubSpot, Zoho) instead of Salesforce. 💡 Expand AI Analysis – Add another AI model (e.g., OpenAI GPT, Claude) for advanced conversation insights. 💡 Change Speaker Classification Rules – Adjust internal vs. external speaker logic to match your team’s structure. 💡 Filter Specific Customers – Modify the free email filtering logic to better fit your company’s needs. Why Use CallForge? 🚀 Automate Gong call transcript processing to save time. 📊 Improve AI accuracy with enriched, structured data. 🛠 Enhance sales strategy by extracting actionable insights from calls. Start optimizing your Gong transcript analysis today!