Workflow Templates

Who is this for? This workflow is designed for Customer Satisfaction Managers (CSM), sales professionals, and operations managers who need to automate the analysis of client transcripts, save summarized notes to HubSpot, and route relevant feedback to the appropriate departments via email. What problem is this workflow solving? / Use Case Manually processing client conversations, extracting key insights, and distributing them to the right teams is time-consuming and error-prone. This workflow automates: Transcript analysis** using AI (OpenAI) to identify relevant content. HubSpot integration** to log meeting notes against client records. Email routing** to ensure feedback reaches the correct departments (e.g., support, sales, product, admin). What this workflow does Input Transcript: Accepts a client conversation transcript (e.g., from emails, calls, or chats). HubSpot Sync: Searches for the client’s HubSpot ID using their email. Uploads a summarized version of the conversation as meeting notes. AI-Powered Routing: Uses an OpenAI model to analyze the transcript and categorize content by department. Triggers emails (via Gmail) to route feedback to the relevant teams. Form Completion: Ends the workflow with optional user confirmation. Setup Prerequisites: n8n instance (cloud or self-hosted). HubSpot API credentials (for contact lookup and notes upload). OpenAI API key (for transcript analysis). Gmail account (for sending emails). Configuration: Replace placeholder nodes (e.g., HubSpot, OpenAI, Gmail) with your authenticated accounts. Define email templates and recipient addresses for routing. Adjust the OpenAI prompt to match your categorization criteria (e.g., "support," "billing"). How to customize this workflow to your needs Transcript Sources**: Extend the workflow to pull transcripts from other sources (e.g., Zoom, Slack). Departments**: Modify the routing logic to include additional teams or conditions. Notifications**: Add Slack/MS Teams alerts for urgent feedback. Error Handling**: Introduce retries or fallback actions for failed HubSpot/Gmail steps.

What This Workflow Does This n8n workflow reads backlinks from a Google Sheet, sends each one to the DataForSEO On-Page API, and checks: Whether the backlink is still live on the target page Whether it's dofollow or nofollow Whether it's missing (i.e., lost) The result is then written back to the same Google Sheet under a Status column. Your result will look like this: Step-by-Step Setup Instructions Add your DataForSEO and Google Sheets credentials in n8n Make sure your Google Sheet has these columns: Backlink URL, Landing page, and Status Click the Test Workflow button to check a batch of backlinks Workflow Breakdown Trigger: Manual test start Read Data: Pulls backlink URLs and target pages from Google Sheets Format URLs: Extracts domain from URL Send POST Request to DataForSEO: Triggers a crawl on the backlink URL Wait 20 seconds: Allows crawl to finish Fetch Link Results: Retrieves backlink data from DataForSEO Validate Backlink: Checks if the backlink is live, and whether it’s dofollow Update Google Sheets: Logs the status as Live, Lost, or Lost (Nofollow)

This n8n template automates the transformation of raw meeting notes into structured tasks and documents using GPT (or another model) , syncing them to Notion and TickTick via a Telegram bot. Use Cases Automate note-taking and formatting for daily standups, brainstorming sessions, or client calls. Reduce cognitive load by eliminating manual tracking of ideas and tedious formatting. Convert discussions into actionable tasks instantly with TickTick and structured notes in Notion. How It Works Capture Notes: Send raw meeting notes to a Telegram bot. AI Processing: The workflow sends the text to AI, which: Removes duplicates and extracts key points. Formats content into structured Markdown notes for Notion. Identifies tasks with deadlines (e.g., "- Prepare presentation (Responsible: John, Deadline: Friday)"). Task Parsing: Extracts task titles, removing metadata like "Responsible" and "Deadline." Review & Edit: The bot returns formatted notes and tasks for review in Telegram. Sync & Publish: Notes are published to a Notion database. Tasks are exported to TickTick via API. Confirmation: A Telegram reaction (e.g., 👌 emoji) confirms successful processing. Setup Instructions Set Up Telegram Bot: Create a Telegram bot via BotFather and obtain an API token. Add the token to the "Telegram Trigger" and "Send-Edited-Notes" nodes under credentials (telegramApi). Configure OpenAI: Obtain an OpenAI API key and add it to the "Edit-Notes" node (openAiApi credentials). Ensure the model is set to gpt-4.1-mini in the node parameters. Set Up Notion: Create a Notion database for notes (e.g., "Meetings"). Add the database ID to the "Create a Database Page" node (databaseId). Configure Notion API credentials (notionApi) in the node. Set Up TickTick: Obtain a TickTick API key and add it to the "Create a Task" node (tickTickOAuth2Api credentials). Specify your TickTick project ID in the node (projectId). Deploy Workflow: Ensure your n8n instance is self-hosted to support community nodes (TickTick, Notion). Activate the workflow in n8n. Test: Send a test message to the Telegram bot (e.g., "Discussed project timeline. Tasks: - Prepare slides (Responsible: Alice, Deadline: Friday)"). Verify that notes appear in Notion, tasks in TickTick, and a 👌 reaction in Telegram. Configuration Examples Telegram Trigger: { "parameters": { "updates": ["message"], "additionalFields": {} }, "credentials": { "telegramApi": { "id": "your-telegram-api-id", "name": "meeting notes" } } } OpenAI Prompt (in "Edit-Notes" node): Analyze the quick meeting notes from {{ $json.message.text }} Generate meeting notes and a task list in the following format:\nMeeting Notes:\n- [Note 1]\n- [Note 2]\n\nTasks:\n- [Task 1] \n- [Task 2] Notion Database Page { "parameters": { "resource": "databasePage", "databaseId": "your-notion-database-id", "title": "MN {{ $now }}", "blockUi": { "blockValues": [ { "textContent": "{{ $json.message.text }}" } ] } } } Requirements Requires an OpenAI API key (or another model). APIs: Pre-configured Notion and TickTick API credentials are required. The template includes setup guides. Setup: Uses community nodes, requiring a self-hosted n8n instance. Customizing This Workflow Replace the Telegram bot with a webhook or form for alternative inputs (e.g., mobile apps). Modify the OpenAI prompt in the "Edit-Notes" node to customize note and task formats. Add filters in the "Split Notes and Tasks" node to prioritize tasks (e.g., ++#urgent++). Integrate Google Calendar via an additional HTTP Request node to auto-set deadlines based on text (e.g., "by Friday").

How it works The automation loads rows from a Google Sheet of leads that you want to contact. It makes a Google search via Apify for LinkedIn links based on the First name / Last name / Company. Another Apify actor fetches the right LinkedIn profile based on the first profile which is retuned The same process is done for the company that the lead works for, giving extra context. If the lead has a current company listed on their LinkedIn, we use that URL to do the lookup, rather than doing a separate Google search. A call is made to OpenRouter to get an LLM to generate an email based on a prompt designed to do personalized outreach. An email is sent via a Gmail node. Set up steps Connect your Google Sheets + Gmail accounts to use these APIs. Make an account with Apify and enter your credentials. Set your details in the "Set My Data" node to customize the workflow to revolve around your company + value proposition. I would recommend changing the prompt in the "Generate Personalized Email" node to match the tone of voice that you want your agent to have. You can change the guidelines to e.g. change whether the agent introduces itself, and give more examples in the style you want to make the output better.

What this template is made for: I have a personal Telegram channel and a bot inside it where I save interesting links that I want to save or read later. The idea is that n8n will take care of reading the new links added to this channel and send them, through the corresponding API, to the Hoarder and Readeck installations. How it works Since my server where n8n runs is not always on, a "Schedule Trigger" will be responsible for checking every so often if there is any new content in the Telegram channel where I store the links. This request is made through "http request" and the Telegram API. Next, a code block is responsible for filtering out everything that is not a hyperlink. At this point, the flow splits into two so that parallel and similar processes are performed for Hoarder and Readeck. The corresponding API is accessed to get a list of all the links saved in the corresponding service. A code block is responsible for filtering the list of hyperlinks previously obtained from Telegram so that only those that are not already saved in the service continue. Finally, another "Http Request" node is responsible for using the service API to save the link in the corresponding service. Configuration instructions The template makes use of the environment variables that I have declared in the n8n "docker-compose.yml" file through an external ".env" file. These are the variables I use: Telegram Bot Token Sherlink TG_SHERLINK_BOT_TOKEN=XXXXXXXX:XXXXXXXXXXXXXXXX Id Telegram Channel Sherlink TG_SHERLINK_ID=-XXXXXXXXXXXXX Readeck server READECK_SERVER=http://readeck.midomain.com READECK_API_KEY=xxxxxxxxxxxxx Hoarder server HOARDER_SERVER=http://hoarder.midomain.com HOARDER_API_KEY=xxxxxxxxxxxxxx Created in 1.85.4 n8n version

Who this is for? Extract & Summarize Yelp Business Review is an automated workflow that extracts the Yelp business reviews using Bright Data Web Unlocker, process and formats the raw data, summarizes using the Google Gemini's LLM, and forward the concise summary with the review respose to a specified webhook endpoint. This workflow is tailored for: Local SEO Specialists who need structured insights from Yelp reviews to optimize listings. Business Owners wanting quick summaries of what customers love or complain about. Reputation Managers who monitor brand sentiment and identify customer pain points. Data Analysts & Researchers extracting Yelp review patterns at scale. AI Product Builders needing clean Yelp review data as input for their LLMs or recommender systems. What problem is this workflow solving? Yelp reviews are rich in customer sentiment but messy to work with manually. This workflow solves: The pain of scraping Yelp review content manually. The challenge of building the structured data with the summary. The need for structured outputs suitable for analysis, reports, or AI input. What this workflow does This automated pipeline does the following: Bright Data Integration**: Queries Yelp and scrapes business listing data using Bright Data's Web Unlocker. Structured Data Formatting**: Formats the Yelp review data to a structured response in JSON format. Google Gemini Summarization**: Sends the cleaned reviews to Google Gemini to: Output Delivery**: Returns the structured response with the concise summary over the webhook endpoint. 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. In n8n, configure the Google Gemini(PaLM) Api account with the Google Gemini API key (or access through Vertex AI or proxy). Update the Yelp Business Review URL with the Bright Data zone by navigating to the Set Yelp URL with the Bright Data Zone node. Update the Webhook Notifier for the merged response node with the Webhook endpoint of your choice. How to customize this workflow to your needs This workflow is built to be flexible - whether you’re a market researcher, entrepreneur, or data analyst. Here's how you can adapt it to fit your specific use case: Target Specific Business Categories** Update the Yelp Business Review input to scrape different businesses like gyms, salons etc. Limit Reviews** Add filters by description, location, page range to get the top reviews. Tweak the Data Extraction Node** Update the Structured Data Extractor node Output Parser for building the JSON response with the appropriate fields or attributes. Tweak the Summarization Prompt** Modify the Gemini prompt to generate a comprehensive summary. Send Output to Other Destinations** Replace the Webhook URL to forward output to: Google Sheets Airtable Slack or Discord Custom API endpoints

Auto-Publish Social Videos to 9 Platforms via Google Sheets and Blotato Who is this workflow for? This workflow is ideal for marketers, content creators, virtual assistants, and automation specialists managing multi-platform video content. It’s especially useful for teams who want to centralize publishing via a spreadsheet and automate social distribution in one shot. What problem does this workflow solve? Manually posting videos to multiple social platforms is tedious and time-consuming. This workflow allows you to streamline video distribution using Blotato’s API — no more switching between platforms or re-uploading the same video multiple times. What this workflow does This automation reads video metadata (URL, caption, title) from a Google Sheet, uploads the video to Blotato, and automatically publishes it to Instagram, YouTube, TikTok, Facebook, LinkedIn, Threads, Twitter (X), Pinterest, and Bluesky. It also updates the sheet to reflect the publishing status (STATUS = DONE), ensuring that your data remains clean and trackable. Setup Set up your Google Sheet with the required columns: PROMPT, DESCRIPTION, URL VIDEO, Titre, row_number, and STATUS. Add your Blotato API key in the headers of the Upload Video and Post to X nodes. Replace the platform-specific IDs in the Assign Social Media IDs node (Instagram ID, Facebook Page ID, etc.). Set the schedule in the Schedule Trigger node to define when the publishing happens. > ⚠️ Disclaimer: This workflow uses Community Nodes. These are only available on self-hosted n8n instances. How to customize this workflow Add logic to skip rows already marked as DONE. Expand to more platforms supported by Blotato. Use a webhook or Telegram trigger instead of the scheduler for more interactivity. Modify content per platform if needed (caption formatting, hashtags, etc.). 📄 Documentation: Notion Guide Demo Video 🎥 Watch the full tutorial here: YouTube Demo

This workflow creates a customizable form with a dynamic dropdown field that automatically updates its options from an external data source. How it works The workflow polls an external data source (Google Sheets in this example) at regular intervals New values are processed and formatted for the dropdown The form automatically updates with the new dropdown options Set up steps Configure your data source: Default setup uses Google Sheets replace with credentials for your sheet set up the update frequency Or modify to use any other data source (API, database, etc.) Adjust the form configuration: Customize the form title and description Add or modify form fields as needed The template includes the dropdown field by default Connect form submissions: Use the "Execute Workflow" node to process form submissions This template provides a foundation for creating dynamic forms that stay synchronized with your data sources, making it ideal for situations where dropdown options need to reflect current data.

🚀 Automated Founder Discovery: CrunchBase to Gmail Outreach Workflow! Workflow Overview This cutting-edge n8n automation is a sophisticated founder intelligence and outreach tool designed to transform startup research into actionable networking opportunities. By intelligently connecting CrunchBase, OpenAI, and Gmail, this workflow: Discovers Startup Founders: Automatically retrieves founder profiles Tracks latest company updates Eliminates manual research efforts Intelligent Profile Processing: Extracts key professional information Filters most relevant details Prepares comprehensive founder insights AI-Powered Summarization: Generates professional email-ready summaries Crafts personalized outreach content Ensures high-quality communication Seamless Email Distribution: Sends automated founder digests Integrates with Gmail Enables rapid professional networking Key Benefits 🤖 Full Automation: Zero-touch founder research 💡 Smart Profiling: Intelligent founder insights 📊 Comprehensive Intelligence: Detailed professional summaries 🌐 Multi-Platform Synchronization: Seamless data flow Workflow Architecture 🔹 Stage 1: Founder Discovery Manual Trigger**: Workflow initiation CrunchBase API Integration**: Profile retrieval Intelligent Filtering**: Identifies key startup founders Prepares for detailed analysis 🔹 Stage 2: Profile Extraction Detailed Information Capture** Key Field Mapping** Structured Data Preparation** 🔹 Stage 3: AI Summarization OpenAI GPT Processing** Professional Summary Generation** Contextual Insight Creation** 🔹 Stage 4: Email Distribution Gmail Integration** Automated Outreach** Personalized Communication** Potential Use Cases Venture Capitalists**: Startup scouting Sales Teams**: Lead generation Recruitment Specialists**: Talent discovery Networking Professionals**: Strategic connections Startup Ecosystem Researchers**: Market intelligence Setup Requirements CrunchBase API API credentials Configured access permissions Founder tracking setup OpenAI API GPT model access Summarization configuration API key management Gmail Account Connected email Outreach email configuration Appropriate sending permissions n8n Installation Cloud or self-hosted instance Workflow configuration API credential management Future Enhancement Suggestions 🤖 Advanced founder scoring 📊 Multi-source intelligence gathering 🔔 Customizable alert mechanisms 🌐 Expanded networking platform integration 🧠 Machine learning insights generation Technical Considerations Implement robust error handling Use secure API authentication Maintain flexible data processing Ensure compliance with API usage guidelines Ethical Guidelines Respect professional privacy Maintain transparent outreach practices Ensure appropriate communication Provide opt-out mechanisms Hashtag Performance Boost 🚀 #StartupNetworking #FounderDiscovery #AIOutreach #ProfessionalNetworking #TechInnovation #BusinessIntelligence #AutomatedResearch #StartupScouting #ProfessionalGrowth #NetworkingTech Workflow Visualization [Manual Trigger] ⬇️ [Updated Profiles List] ⬇️ [Founder Profiles] ⬇️ [Extract Key Fields] ⬇️ [AI Summarization] ⬇️ [Send Email] Connect With Me Ready to revolutionize your professional networking? 📧 Email: Yaron@nofluff.online 🎥 YouTube: @YaronBeen 💼 LinkedIn: Yaron Been Transform your founder research with intelligent, automated workflows!

Workflow Overview This sophisticated n8n automation is a powerful LinkedIn engagement and networking tool designed to revolutionize professional social media interaction. By intelligently combining web scraping, AI, and automation technologies, this workflow: Discovers Relevant Content: Automatically scrapes LinkedIn posts Identifies target profiles and recent content Ensures consistent networking opportunities Generates Intelligent Interactions: Uses AI to craft contextual, professional comments Ensures human-like, valuable engagement Maintains professional tone and relevance Automates Engagement Process: Likes and comments on selected posts Increases visibility and connection potential Builds professional network systematically Comprehensive Activity Tracking: Logs all interactions in Google Sheets Provides transparent engagement history Enables performance analysis and optimization Key Benefits 🤖 Full Automation: Consistent daily networking 💡 AI-Powered Interactions: Intelligent, context-aware engagement 📊 Detailed Tracking: Comprehensive interaction logging 🌐 Professional Visibility: Strategic online presence management Workflow Architecture 🔹 Stage 1: Content Discovery Scheduled Trigger**: Daily post scanning Phantombuster Integration**: LinkedIn post scraping Targeted Profile Research**: Identifies recent posts Extracts critical post metadata 🔹 Stage 2: AI-Powered Interaction OpenAI GPT Model**: Generates contextual comments Intelligent Analysis**: Understands post content Crafts personalized responses Professional Tone Maintenance** 🔹 Stage 3: Engagement Automation Automated Liking**: Increases post visibility Intelligent Commenting**: Posts AI-generated comments Ensures meaningful interaction 🔹 Stage 4: Performance Logging Google Sheets Integration** Comprehensive Activity Tracking** Interaction History Preservation** Potential Use Cases Sales Professionals**: Lead generation and networking Marketers**: Increased brand visibility Recruiters**: Talent discovery and engagement Entrepreneurs**: Professional network expansion Content Creators**: Audience interaction and growth Setup Requirements Phantombuster Account API key Configured LinkedIn scraping agents Profile URL list OpenAI API GPT model access API key for comment generation Preferred language model Google Sheets Connected Google account Prepared tracking spreadsheet Appropriate sharing settings n8n Installation Cloud or self-hosted instance Workflow configuration API credential management Future Enhancement Suggestions 🤖 Advanced sentiment analysis 📊 Engagement performance metrics 🎯 Intelligent post targeting 🔍 Machine learning optimization 🌐 Multi-platform support Technical Considerations Implement robust error handling Use exponential backoff for API calls Maintain flexible engagement strategies Ensure compliance with platform guidelines Ethical Guidelines Respect professional networking etiquette Maintain genuine, value-adding interactions Avoid spammy or repetitive engagement Prioritize quality over quantity Connect With Me Ready to revolutionize your professional networking? 📧 Email: Yaron@nofluff.online 🎥 YouTube: @YaronBeen 💼 LinkedIn: Yaron Been Transform your LinkedIn strategy with intelligent, automated workflows! #LinkedInAutomation #AINetworking #ProfessionalGrowth #CareerStrategy #NetworkingTech #AIMarketing #ProfessionalDevelopment #SocialMediaStrategy #ContentEngagement #BusinessIntelligence

Scrape Competitor Reviews & Generate Ad Creatives with Bright data and OpenAI How the Flow Runs Fill the Form Enter the Amazon product URL to analyze competitor reviews. Trigger Bright Data Scraper Bright Data scrapes Amazon reviews based on the provided URL. Wait for Snapshot Completion Periodically checks Bright Data until the scraping is complete. Retrieve JSON Data Collects the scraped review data in JSON format. Save Reviews to Google Sheets Automatically appends the scraped reviews to your Google Sheets. Aggregate Reviews Consolidates all reviews into a single summary for simpler analysis. Analyze Reviews with OpenAI LLM Sends the aggregated reviews to OpenAI (GPT-4o mini) to summarize competitors’ main weaknesses clearly. Generate Creative Ad Image OpenAI generates a visually appealing 1080x1080 ad image addressing these identified pain points. Send Ad Creative via Gmail Automatically emails the creative and review summary to your media buying team for immediate use in Meta ads. What You Need Google Sheets:** Template Bright Data:** Dataset and API key: www.brightdata.com OpenAI API Key:** For GPT-4o mini or your preferred LLM Automation Tool:** Ensure it supports HTTP Requests, Wait, Conditional (If), Google Sheets integration, Form Trigger, OpenAI integration, and Gmail integration. Form Fields to Fill Amazon Product URL:** Enter the competitor’s product URL from Amazon. Setup Steps Copy the provided Google Sheet template. Import the JSON workflow into your automation tool. Update credentials for Bright Data, Google Sheets, Gmail, and OpenAI. Test manually by submitting the form and verifying functionality. Optional: Set a schedule for regular workflow execution. Bright Data Trigger Example [ { "url": "https://www.amazon.com/example-product" } ] Tips Frequently update URLs to ensure fresh insights. Allow more wait time for extensive data scrapes. Focus on targeted products to optimize cost-efficiency. Need Help? Email: Yaron@nofluff.online Resources: YouTube: https://www.youtube.com/@YaronBeen/videos LinkedIn: https://www.linkedin.com/in/yaronbeen/ Bright Data Documentation: https://docs.brightdata.com/introduction

Automated outreach system that identifies and contacts potential leads from CrunchBase with personalized, timely messages. 🚀 What It Does Identifies target companies and contacts Personalizes email content Schedules follow-ups Tracks responses Integrates with email providers 🎯 Perfect For Sales development reps Business development teams Startup founders Investment professionals Partnership managers ⚙️ Key Benefits ✅ Automated lead generation ✅ Personalized outreach at scale ✅ Follow-up automation ✅ Response tracking ✅ Time-saving workflow 🔧 What You Need CrunchBase API access Email service (e.g., Gmail, SendGrid) n8n instance CRM (optional) 📊 Features Contact information extraction Email template personalization Send time optimization Open/click tracking Response handling 🛠️ Setup & Support Quick Setup Start sending in 30 minutes with our step-by-step guide 📺 Watch Tutorial 💼 Get Expert Support 📧 Direct Help Transform your outbound sales process with automated, personalized outreach to high-quality leads from CrunchBase.