Workflow Templates

🧩 What this template does This workflow builds a 120-minute local date course around your starting point by querying Google Places for nearby spots, selecting the top candidates, fetching real-time weather data, letting an AI generate a matching emoji, and drafting a friendly itinerary summary with an LLM in both English and Japanese. It then posts the full bilingual plan with a walking route link and weather emoji to Slack. 👥 Who it’s for Makers and teams who want a plug-and-play bilingual local itinerary generator with weather awareness — no custom code required. ⚙️ How it works Trigger – Manual (or schedule/webhook). Discovery – Google Places nearby search within a configurable radius. Selection – Rank by rating and pick the top 3. Weather – Fetch current weather (via OpenWeatherMap). Emoji – Use an AI model to match the weather with an emoji 🌤️. Planning – An LLM writes the itinerary in Markdown (JP + EN). Route – Compose a Google Maps walking route URL. Share – Post the bilingual itinerary, route link, and weather emoji to Slack. 🧰 Requirements n8n (Cloud or self-hosted) Google Maps Platform (Places API) OpenWeatherMap API key Slack Bot (chat:write) LLM provider (e.g., OpenRouter or DeepL for translation) 🚀 Setup (quick) Open Set → Fields: Config and fill in coords/radius/time limit. Connect Credentials for Google, OpenWeatherMap, Slack, and your LLM. Test the workflow and confirm the bilingual plan + weather emoji appear in Slack. 🛠 Customize Adjust ranking filters (type, min rating). Modify translation settings (target language or tone). Change output layout (side-by-side vs separated). Tune emoji logic or travel mode. Add error handling, retries, or logging for production use.

Shopify Digital Product Automation (from just and image to complete Shopify product page.) This Shopify Digital Product Automation is an advanced n8n-powered workflow that leverages AI (Google Gemini), Airtable, and Shopify API to generate product details from images and automatically post them to Shopify. It fully automates the process — from uploading images to publishing Shopify products — with minimal manual effort. 💡 Key Advantages Our Shopify Digital Product Automation offers five core advantages: 🔗 Shopify Product Sync — Automatically posts product details including title, description, SEO fields, and matched category to Shopify. ✍️ AI-Powered Product Generation — Gemini analyzes uploaded images and generates engaging, SEO-friendly product titles, descriptions, and metadata. 🗂️ Structured Output — Outputs JSON-ready product data compatible with Shopify, ensuring smooth automation. 📄 Airtable Integration — Tracks uploaded images, analyzed data, and generated products to prevent duplication. 📤 End-to-End Automation — Handles the complete workflow from image upload to Shopify posting without manual intervention. ⚙️ How It Works The workflow follows a step-by-step automated process: Step-by-Step Process Upload Images – Add your digital artwork or poster images to Google Drive and record them in Airtable. Image Analysis – AI fetches new images and analyzes visual elements like characters, series, poster text, and style. Store Analysis Results – Updates analyzed data in Airtable and marks images as Used. Fetch Shopify Collections – Retrieves current collections from your Shopify store for category matching. Generate Product Details – Gemini generates product title, description, matched category, SEO page title, meta description, and URL handle. Save Generated Products – Stores generated product details in Airtable and marks them as generated. Post Products to Shopify – Automatically creates new products in Shopify using the API. Update Status – Marks products as posted in Airtable after successful posting. 🛠️ Setup Steps Required Node Configuration To implement this workflow, configure the following n8n nodes: Trigger Node** – Start workflow manually or via scheduler. Airtable Node** – Fetch raw images and store processed product details. Google Drive Node** – Access image files. HTTP Request Node** – Fetch Shopify collections. Code Node** – Refine AI outputs and format product data. Split & Limit Nodes** – Process images and products in batches. LangChain / Gemini Node** – Generate product titles, descriptions, and SEO data. Shopify Node** – Create products via Shopify API. Status Update Node** – Update Airtable with processing and posting status. 🔐 Credentials Required Before running the workflow, ensure you have the following credentials configured: Shopify Access Token** – For posting products and fetching collections. Gemini API Key** – For AI-powered product generation. Airtable API Key** – For storing and tracking workflow data. Google Drive OAuth** – To access image files. 👤 Ideal For This automation workflow is designed for: Shopify store owners managing hundreds of digital products Ecommerce teams automating product listings Marketing teams needing scalable, AI-driven product content workflows 💬 Bonus Tip The workflow is fully modular and customizable. You can extend it to: Automatically assign prices or discounts Multi-language product description generation Social media promotion of new products Email campaign integration All extensions can be implemented within the same n8n flow, making it a complete digital product automation solution.

This template allows you to automatically process scanned invoices from Google Drive, extract key information using AI, and organize the data in Google Sheets with email notifications. Overview This comprehensive workflow automates the entire invoice processing pipeline by monitoring a Google Drive folder for new invoice uploads, intelligently processing both PDF and image formats, extracting structured data using AI-powered information extraction, and automatically organizing the results in a Google Sheet while sending email notifications. The system handles various file formats and includes smart fallback mechanisms for challenging documents like CamScanner PDFs. How it Works File Monitoring: The workflow continuously monitors a specified Google Drive folder for new invoice files using a trigger that checks every minute for newly created files. File Processing: When new files are detected, the system downloads them and determines the file type (PDF or image) using a smart switch mechanism. Text Extraction: For PDFs: Attempts direct text extraction first For Images: Uses OCR.Space API for optical character recognition For problematic PDFs (like CamScanner): Falls back to OCR processing AI Information Extraction: Processes the extracted text through OpenAI's language model to identify and extract key invoice information including: Company name Total amount Currency Invoice date Invoice number Data Storage: Automatically appends the extracted information to a Google Sheet with links back to the original scanned documents. Notification: Sends formatted email notifications via Mailgun when new invoices are processed, including an HTML table summary. How to Use Setup Google Drive: Create a dedicated folder in Google Drive for invoice uploads and note the folder ID. Configure Credentials: Set up the following credential connections in n8n: Google Drive OAuth2 API Google Sheets OAuth2 API OpenAI API OCR.Space API Mailgun API Update Configuration: Replace the Google Drive folder ID with your target folder Replace the Google Sheets document ID with your destination spreadsheet Update email addresses in the Mailgun node Test the Workflow: Use the manual trigger to process existing invoices in your folder for initial testing. Activate: Enable the workflow to start automatic monitoring of new invoice uploads. Requirements External APIs: OpenAI API** - For AI-powered information extraction from invoice text OCR.Space API** - For optical character recognition of image-based invoices Mailgun API** - For sending email notifications Google Services: Google Drive API** - For monitoring folders and downloading files Google Sheets API** - For storing extracted invoice data Setup Prerequisites: Google Drive folder dedicated to invoice uploads Google Sheet with appropriate column headers (date, company name, total, currency, invoice number, scan link, etc.) Email domain configured with Mailgun (or alternative email service) OCR.Space account for image processing capabilities: https://ocr.space/OCRAPI Recommended Settings: Set the Google Drive trigger to check for new files every minute Ensure sufficient API rate limits for your expected invoice volume Configure proper error handling for failed OCR or AI extraction attempts

LinkedIn Lead Enrichment & Cold-Email Sender with Apify + OpenRouter + Gmail Most teams spend hours hunting LinkedIn profiles, enriching company data, and writing cold emails manually. This workflow does it all automatically: lead enrichment, email generation, and sending — directly from a simple Google Sheet. Benefits Find verified LinkedIn profiles with Apify scrapers Enrich company data automatically from LinkedIn Generate fully personalized cold emails with Claude 3.7 Sonnet (OpenRouter) Send emails directly through Gmail Batch-safe with error handling so the workflow never stalls Log all results and errors back to Google Sheets How It Works Add leads (First Name, Last Name, Company, Email) to Google Sheets Loop through leads in batches to avoid rate limits Search Google for “{First} {Last} {Company} site:linkedin.com” and keep only profile links Fetch person details via Apify linkedin-profile-detail (continue even if some fail) Enrich company data: use current_company_url or search for company page if missing Fetch LinkedIn company details via Apify linkedin-company-detail Generate subject + email body with Claude 3.7 Sonnet (validated with structured JSON output) Send email with Gmail OAuth2 and log status to Google Sheets Who Is This For B2B founders doing manual outbound SDR teams building lead lists Lead-gen and growth agencies wanting scalable outreach Setup Connect Google Sheets (select your leads sheet) Add Apify token for all scrapers (rag-web-browser, linkedin-profile-detail, linkedin-company-detail) Enter OpenRouter API key (Claude 3.7 Sonnet or preferred model) Connect Gmail via OAuth2 Configure sender_name, signature, and domain settings Set batch size, retries, and rate-limit thresholds ROI & Monetization Save 5–8 hours per week on research and copywriting Offer as a $1k–$3k/month outreach automation for clients Upsell deliverability monitoring and sequence testing for premium retainers Strategy Insights In the full walkthrough, I show how to: Build this workflow step by step with resilient error handling (alwaysOutputData, continue on error) Pitch it as a “Done-For-You Personalized Outreach System” Automate outreach to agencies, consultants, and SaaS teams that need enrichment Turn this into recurring revenue with retainers Check Out My Channel For more advanced AI automation systems that generate real business results, check out my YouTube channel where I share the exact strategies I use to build automation agencies, sell high-value services, and scale to $20k+ monthly revenue.

This workflow helps contact centers and support teams automatically evaluate call quality and send coaching feedback without manual review. It uses AI to transcribe calls, score performance, detect risks, and generate clear feedback for agents. How it works Fetch recordings The workflow watches a Google Drive folder and downloads new call audio files automatically. Transcribe with AI Each recording is converted into a structured transcript using the Gemini model. Score performance An AI Agent evaluates the transcript against key criteria such as empathy, solution quality, clarity, and policy adherence. Detect risks and insights The workflow flags potential issues (e.g. missing consent or sensitive data) and extracts sentiment for both agent and customer. Send coaching email A personalized performance summary with strengths and improvement points is generated and sent to the agent via Gmail. Setup steps Connect Google Drive and select your recordings folder Add your Gemini API key for transcription Add your OpenAI key for scoring and feedback generation Connect Gmail to send automated coaching emails (Optional) Customize scoring criteria inside the AI Agent node

🎯 Smart Job Hunter Pro - AI-Powered Multi-Platform Job Automation Transform your job search with this comprehensive n8n workflow that automatically searches, analyzes, and applies to relevant positions across multiple job platforms. Perfect for developers, engineers, and tech professionals looking to streamline their job hunting process. ✨ Key Features 🔄 Multi-Platform Job Search**: Simultaneously searches Jooble, JobStreet, Indeed, and WhatJobs APIs 🤖 AI-Powered Job Analysis**: Uses Google Gemini AI to analyze job compatibility and generate tailored cover letters 📊 Smart Scoring System**: Automatically scores job matches based on your skills and requirements 📝 Auto-Apply Threshold**: Only applies to jobs above your specified compatibility score 📋 Notion Integration**: Automatically tracks applications in organized Notion database 💬 Telegram Notifications**: Real-time alerts for high-match job opportunities ☁️ Google Drive Storage**: Saves personalized cover letters for each application ⚠️ Error Handling**: Comprehensive error tracking with Telegram notifications ⏰ Automated Scheduling**: Runs every 8 hours to find fresh opportunities 🛠 What This Workflow Does Scheduled Search: Automatically searches multiple job platforms every 8 hours Data Normalization: Standardizes job data from different API sources AI Analysis: Gemini AI evaluates each job posting against your skills profile Smart Filtering: Only processes jobs above your compatibility threshold (default: 75%) Application Tracking: Creates detailed records in Notion with match scores and status Instant Alerts: Sends Telegram notifications for promising opportunities Cover Letter Generation: AI creates personalized cover letters for each position Document Management: Automatically saves all cover letters to Google Drive 🔧 Required Integrations Job APIs**: Jooble API, WhatJobs API (JobStreet & Indeed use web scraping) AI Service**: Google Gemini API for job analysis Productivity**: Notion database for application tracking Communication**: Telegram bot for notifications Storage**: Google Drive for cover letter management 💡 Perfect For Software Developers** seeking JavaScript, React, Node.js positions Full-Stack Engineers** wanting automated job discovery Tech Professionals** needing organized application tracking Remote Workers** searching across multiple platforms Career Changers** looking for systematic job hunting 🎛 Customizable Variables Job Keywords**: Define your target roles and skills Location & Radius**: Set geographic search parameters Auto-Apply Threshold**: Control compatibility score requirements Results Limit**: Adjust number of jobs per platform Schedule Frequency**: Modify search intervals 📈 Benefits Save 10+ hours weekly** on manual job searching Never miss opportunities** with automated monitoring Professional application tracking** with detailed analytics Personalized cover letters** for every application Instant notifications** for high-match positions Complete audit trail** of all job search activities 🚀 Getting Started Import the workflow to your n8n instance Configure API credentials for all job platforms Set up Notion database with provided template structure Create Telegram bot and Google Drive folder Customize job search parameters for your profile Activate workflow and start receiving opportunities! 📝 Additional Notes Uses placeholder credentials for security ({{PLACEHOLDER_API_KEY}}) Comprehensive error handling prevents workflow failures Includes detailed setup instructions via sticky notes Optimized for Indonesian job market (JobStreet.co.id) Easily adaptable for other regions and job types Perfect for developers, engineers, and automation enthusiasts who want to leverage AI and n8n's power to dominate their job search process! 🚀

How it works This workflow automates the entire lifecycle of a service-based client, combining four distinct business flows into a single view: Intake Leads: Receives a webhook from your form builder, validates the data, optionally enriches the email using Clearbit, and creates records in Airtable and Notion. Manage Bookings: Processes scheduling webhooks to update lead status, create Google Calendar events, and send pre-call survey emails. Send Reminders: Runs a daily schedule to scan Airtable for upcoming calls and automatically sends 24h reminder emails to reduce no-shows. Onboard Clients: Reacts to successful payments by marking leads as "Paid," generating a Notion Onboarding Checklist, and sending a Welcome Kit via Email and WhatsApp. Set up steps Configure Credentials: Connect your accounts for Airtable, Notion, Slack, Google Calendar, and GMAIL. (Optional) Add credentials for Clearbit (enrichment) and Twilio (WhatsApp). Customize Emails: Open the four Email Send nodes. Customize the Body Text with your own booking links and survey URLs. Configure Tables & IDs: Update the Airtable nodes with your specific Base and Table names (e.g., tblLeads). Update the Notion nodes with your Database IDs for Projects and Onboarding. Connect Webhooks: Copy the Production URLs from the three Webhook nodes (Lead Intake, Booking, Payment) and paste them into your respective form, calendar, or payment provider settings.

How it works This AI Customer Success Risk Prediction workflow revolutionizes customer retention by predicting churn risk 30-90 days before it happens. Here's the high-level flow: Daily Data Collection → AI Multi-Signal Analysis → Risk Scoring & Prediction → Smart Risk Routing → AI-Generated Personalized Interventions → CRM Updates & Team Alerts The system automatically gathers data from your product analytics, support system, billing platform, and email tools, then uses GPT-4 to analyze patterns and predict which customers are at risk. It creates personalized intervention strategies and routes them based on urgency level. Set up steps Time to set up: Approximately 45 minutes Prerequisites: Active accounts with your analytics platform, support system, billing provider, CRM, and AI provider Step 1: Import & Configure Workflow (5 minutes) Import the workflow JSON into your n8n instance Review the 3 comprehensive sticky notes for context Understand the AI analysis logic and intervention strategies Step 2: Set Environment Variables (10 minutes) Configure these critical variables: ANALYTICS_API_URL and ANALYTICS_API_KEY HIGH_RISK_SLACK_CHANNEL (for critical alerts) CS_TEAM_EMAIL (intervention sender) CRM_BASE_URL and CALENDAR_BOOKING_URL Step 3: Configure API Credentials (20 minutes) Set up secure credential connections for: OpenAI/Anthropic API (AI analysis engine) Analytics platform (Mixpanel/Amplitude/GA) Support system (Zendesk/Intercom) Billing platform (Stripe/Chargebee) HubSpot CRM (risk data storage) Slack API (team notifications) SMTP/SendGrid (email delivery) Step 4: Customize AI Prompts & Risk Thresholds (8 minutes) Review and adjust the AI analysis prompts for your business Modify risk score thresholds (Critical 90+, High 70-89, Medium 40-69) Customize intervention email templates and tone Set your specific risk factors (usage patterns, support indicators) Step 5: Test & Activate (2 minutes) Run a test execution with sample customer data Verify AI analysis generates appropriate risk scores Check that interventions are routed correctly Activate the daily cron schedule

Create Job Folders, Tasks, Alerts, and Onboarding Emails After Stripe Payment with Google Drive, ClickUp, and Slack Categories: Payments, Project Operations, Client Onboarding This workflow creates a complete payment → project kickoff system for service-based businesses. Once a client pays via Stripe, the system automatically provisions project infrastructure, records the order, notifies the team, and sends clear next steps to the client. Built for operational reliability rather than flash, this workflow proves that strong client experiences come from consistent execution, not manual coordination. Benefits Instant Project Kickoff** – Projects are fully set up the moment payment clears Operational Consistency** – Every client starts with the same clean structure Fail‑Loud Safeguards** – Critical errors stop execution and alert the team Reduced Manual Ops** – No copying data across tools after payment Professional Client Experience** – Immediate confirmation and next steps Fully Customizable** – Folder structures and tasks are examples, not constraints How It Works Payment & Validation Listens for successful Stripe payments Verifies required customer and package data Prevents partial setup if data is missing Client & Order Identification Locates the client in your CRM using email Creates an internal order record as a source of truth Project Infrastructure Provisioning Creates a project folder structure in Google Drive (example configuration) Creates a ClickUp project list with default tasks (example configuration) Communication & Handoff Sends a welcome email with onboarding instructions to the client Notifies the internal team in Slack that work can begin Error Handling Critical failures stop execution and surface alerts Non‑critical failures alert the team but allow progress This staged approach keeps the workflow easy to reason about and safe to operate at scale. Required Setup Configuration Core Configuration Update the Workflow Configuration node: intakeFormUrl – Your onboarding or intake form parentFolderId – Google Drive folder where client projects live Required Integrations Stripe Google Drive Google Sheets (CRM + Orders) ClickUp Gmail Slack Once credentials are connected and configuration values are set, the workflow is ready for testing. Project Structure (Example Configuration) The structures below are examples only. They demonstrate how the workflow provisions infrastructure automatically. You can freely rename, remove, or replace folders and tasks to match any service or industry. Google Drive Example folder structure: YYYY-MM — Client Name — Package ├─ 01-Intake ├─ 02-Logo ├─ 03-Brand Kit ├─ 04-Website └─ 05-Final Delivery ClickUp Example default tasks: Brand Questionnaire Review Logo Concepts Brand Kit Website Build All task names, counts, and priorities are customizable. Business Use Cases Agencies delivering repeatable services Productized service businesses Freelancers managing multiple paid engagements Internal teams onboarding clients or stakeholders If work begins after payment, this workflow fits. Business Impact Faster project start times Fewer setup errors Clear ownership between sales and delivery Improved client confidence after payment Reduced operational overhead as volume scales The payment moment becomes a clean handoff instead of an operational bottleneck. Difficulty & Cost Difficulty Level:** Intermediate Estimated Setup Time:** 30–45 minutes Monthly Operating Cost:** ~$0–$10 (API usage dependent) Installation Steps Connect all required credentials Update the Workflow Configuration node Run a test Stripe payment Verify folders, tasks, email, and Slack alerts Activate the workflow Customization & Extensions This workflow is designed to plug cleanly into a larger end‑to‑end sales → delivery automation system. If you are building multiple automations, this template typically sits in the middle of the lifecycle. How It Fits Into a Larger System Common upstream and downstream integrations include: Lead & Opportunity Pipelines** When combined with lead scraping, enrichment, and qualification workflows, this automation acts as the handoff point where a qualified opportunity becomes a paid project. Proposal & Payment Flows** This workflow is commonly triggered after an automated proposal + Stripe checkout flow, ensuring that once payment clears, production begins immediately with no manual coordination. Client Intake & Brief Generation** The welcome email can link directly into automated intake form workflows that convert responses into structured briefs, creative direction, or production instructions. Production & Delivery Pipelines** Project folders and tasks created here can act as triggers for downstream workflows such as approvals, revision tracking, asset delivery, or website launches. Typical Expansion Path For fast ROI, many teams implement these stages in order: Payment → Project Kickoff (this workflow) Intake Form → Structured Brief Production Pipelines (Design / Website / Delivery) Additional layers such as lead scraping, outbound outreach, and nurture engines can be added before this workflow once delivery operations are stable. If you’re curious, I’ve built other templates that cover the steps before and after this one (lead gen, proposals, intake, production, etc.). You can find those on my profile — they’re designed to work together, but each one stands on its own.

Who’s it for This template is for individuals or households who want to: Easily digitize and track their spending from physical receipts. Automate budget management and financial reporting. Get quick insights into their spending habits on a daily and monthly basis. Stay informed about their remaining budget through Slack notifications. What it does This workflow automates your household budget tracking in several steps: Receipt Photo Upload: You upload a photo of your receipt to a webhook. Parse Receipt: An AI agent extracts the date, store name, purchased items, and total amount from the receipt text. Add to Budget Sheet: The extracted data is then appended to your designated Google Sheet. Daily Budget Report: After each receipt entry, the workflow calculates your current month's spending, remaining budget, and sends a summary to Slack. Monthly Budget Report: Once a day (triggered by a cron job), it reads all budget data for the current month from Google Sheets, performs an analysis (total spending, daily average, top stores, items, and spending days), and sends a comprehensive report to Slack. How to set up Requirements n8n Account**: Self-hosted or Cloud. Google Sheets**: A Google Sheet set up with columns for "Date", "Store", "Items", and "Amount". Slack Workspace**: A Slack channel where you want to receive budget updates. OpenRouter Account**: An API key for OpenRouter to use their chat models. Steps Google Sheets Setup: Create a new Google Sheet (or use an existing one) and name it "Household Budget". In the first sheet (e.g., "Sheet1"), set up the following headers in the first row: "Date", "Store", "Items", "Amount". Share the Google Sheet with the service account email associated with your n8n Google Sheets credentials, granting "Editor" access. In the 'Add to Budget Sheet' and 'Get Budget Sheet (Daily)' nodes, select your Google Sheet and the appropriate sheet name. OpenRouter Credentials: Sign up or log in to OpenRouter (https://openrouter.ai/). Generate an API key. In n8n, create a new "OpenRouter" credential using your API key. Apply this credential to the 'OpenRouter Chat Model1', 'OpenRouter Chat Model2', and 'OpenRouter Chat Model' nodes. Slack Credentials: In n8n, create a new "Slack" credential. Follow the instructions to connect your Slack workspace. In the 'Send a message' and 'Send monthly report' nodes, select the Slack channel where you want to receive messages. Make sure the Slack app has permission to post to the selected channels. Webhook URLs: After activating the workflow, the 'Receipt Photo Upload' node will generate a webhook URL. Copy this URL. You will use this URL to send receipt text (e.g., from a mobile app that scans text). Monthly Budget Adjustment: In the 'Code in JavaScript2' node, locate the line const budget = 30000; and change 30000 to your desired monthly budget in JPY. How to customize the workflow Daily Report Trigger The 'Daily Report Trigger' node is set to run once a day. You can modify its schedule to trigger more or less frequently by adjusting its cron settings. AI Model You can change the AI models used in the 'OpenRouter Chat Model' nodes to any other large language model supported by n8n, such as OpenAI, Anthropic, or custom hosted models, by updating the credentials and model names. Output Formatting The Slack messages generated by the 'Report Budget' and 'Monthly Report' nodes can be customized by editing the systemMessage and text parameters in those nodes to change the tone, content, or language of the reports. Additional Integrations You can extend this workflow by adding more nodes: Integrate with other accounting software. Send notifications to different platforms (e.g., email, Discord, Telegram). Add sentiment analysis to your spending habits. Categorize expenses automatically based on items or stores using another AI node.

Overview The workflow automatically gathers weekly user and page view metrics. It then uses AI to analyze, compare, and compile a summary report. Finally, it sends the report to the manager's email. How it works Get Data from GA Automatically retrieve data from Google Analytics (GA) for the two most recent weeks. Compare the data and calculate the variances between the two weeks. Generate Report Automatically analyze the data and generate reports using Artificial Intelligence (AI). Generate charts to visualize the data. Export the report to PDF. Send Report Send the report via email to the manager. Set up steps Google cloud account Create the credentials and replace them in the workflow. Please enable the following APIs: Gmail API Google Analytics Admin API Google Analytics Data API HTML to PDF account You need to install node HTML to PDF. Get API key and replace in the workflow.

How it works This workflow automatically evaluates refund and chargeback risk for incoming e-commerce orders. Orders are received via a webhook, processed individually, and checked to avoid duplicate analysis. Each transaction is normalized and sent to OpenAI for structured risk scoring and classification. Results are logged for auditing, alerts are triggered for high-risk cases, and processed orders are marked to prevent reprocessing. Step-by-step Step 1 – Ingest incoming orders** Webhook – Receives single or bulk order payloads from external systems. Split Out – Breaks array-based payloads into individual order records. Split In Batches – Iterates through each order in a controlled loop. Step 2 – Deduplication check** IF (DEDUPE CHECK) – Verifies whether an order was already processed and skips duplicates. Step 3 – Normalize transaction data** Code (Normalize Data) – Validates required fields and standardizes order, customer, and behavioral attributes. Step 4 – AI risk assessment** OpenAI (Message a model) – Sends normalized transaction data to the AI model and requests a strict JSON risk evaluation. Step 5 – Parse AI output** Code (Parse AI Output) – Cleans the AI response and extracts risk score, risk level, key drivers, and recommendations. Step 6 – Log results** Google Sheets (Append) – Stores timestamps, order details, and AI risk outcomes for reporting and audits. Step 7 – Risk decision and alerts** IF (High Risk) – Filters only transactions classified as HIGH risk. Discord – Sends real-time alerts to operations or finance teams. Gmail – Emails finance stakeholders with full risk context. Step 8 – Mark order as processed** Google Sheets (Update) – Updates the source row to prevent duplicate processing. Why use this? Automatically detects high refund or chargeback risk before losses occur. Eliminates manual review with consistent, AI-driven risk scoring. Sends instant alerts so teams can act quickly on high-risk orders. Maintains a clear audit trail for compliance and reporting. Scales easily to handle single or bulk order evaluations.