Workflow Templates

Who it's for Construction and renovation businesses that need to generate detailed quotes from customer inquiries—plasterers, painters, contractors, renovation specialists, or any construction service provider handling quote requests through online forms. What it does Automatically transforms JotForm submissions into professional, itemized construction quotes with complete CRM tracking—no subscription needed (saving €200-500/year). When a customer fills your project request form (specifying wall/ceiling areas, finish types, ceiling heights, wet areas, prep work), the workflow extracts measurements, normalizes service selections, applies intelligent pricing rules from your Supabase catalog, calculates line items with material and labor costs plus proper VAT handling, stores everything in a structured CRM pipeline (customer → project deal → estimate), and generates a branded HTML email ready for delivery. This self-hosted pricing engine replaces paid invoicing software for quote generation, saving thousands over time while eliminating manual takeoffs and quote preparation— from 30-60 minutes to under 30 seconds. How it works Stage 1: JotForm webhook triggers → Parser extracts project data (m² measurements, service types, property details) → Normalize Dutch construction terms to database values → Save raw submission for audit trail Stage 2: Upsert customer record (idempotent on email) → Create project deal → Link to form submission Stage 3: Fetch active pricing rules → Calculate line items based on square meters, service type (smooth plaster vs decorative), ceiling height premiums, property status (new build vs renovation), wet area requirements → Apply conditional logic (high ceilings = price multiplier, prep work charges, finish level) → Group duplicate items → Save estimate header + individual lines Stage 4: Query optimized view (single call, all data) → Generate professional HTML email with logo, itemized services table (description, m², unit price, totals), VAT breakdown, CTA buttons, legal disclaimer Setup requirements Supabase account** (free tier sufficient) - Database for CRM + pricing catalog JotForm account** (free tier works) - Form builder with webhook support Email service** - Gmail, SendGrid, or similar (add your own email node) How to set up 1. Database setup (2 minutes): Run this workflow's "SQL Generator" node to output complete schema Copy output → Paste in Supabase SQL Editor → Click Run Creates 9 tables + 1 optimized view + sample construction services (plastering €21-32/m², painting €12-15/m², ornamental work, ceiling finishes) 2. Credentials: Add Supabase credentials to n8n (Project URL + Service Role Key from Supabase Settings → API) No JotForm credentials needed (uses webhook) 3. JotForm webhook: Clone demo construction form: [jotform stucco planet demo](https://form.jotform.com/252844786304060 )- Form fields: Property type, postcode, services needed, wall/ceiling m², finish level, ornament quantities, molding meters, wet areas, ceiling heights, prep removal, start date, customer contact Settings → Integrations → Webhooks → Add your n8n webhook URL Test with preview submission 4. Customize email: Update company info in "Generate Email HTML" node (logo, business address, contact details, Chamber of Commerce number, VAT number) Adjust colors/branding in HTML template Available in Dutch and English versions How to customize Add your construction services: Edit price_catalog table in Supabase (no code changes): INSERT INTO price_catalog (item_code, name, unit_price, vat_rate, unit_type) VALUES ('DRYWALL_INSTALL', 'Drywall Installation', 18.50, 9, 'm²');

This Template Demonstrates How To Automate Sending Real Estate Research Reports. Use cases are many: send recurring market updates to investors, distribute new listings context to buyers, or push periodic area snapshots to your client base — all without touching it manually after the first setup. Good to know Exa AI charges per search query. Check Exa AI Pricing for the latest rates before running at scale. Instantly AI has rate limits on lead uploads. The workflow handles this with a built-in wait node between batches, but check your plan limits before sending to large lists. PandaDoc document generation is asynchronous the workflow polls for completion before moving forward, so generation time will vary depending on template complexity. How it works PHASE 1: RESEARCH A Schedule Trigger kicks off the workflow on your chosen cadence. A research task is created and submitted to Exa AI, which pulls market data, listings context, and pricing signals from the web. The workflow polls Exa AI until the task is complete. An If + Wait loop handles this — once confirmed, the structured data moves to Phase 2. PHASE 2: REPORT GENERATION The structured research data is sent to PandaDoc via API. It fills directly into your pre-built real estate template — fixed layouts, brand rules, section structure already in place. The workflow polls PandaDoc until the document is fully generated. Another If + Wait loop ensures nothing proceeds with an incomplete report. The result is a clean, consistent report every time — no manual formatting or cleanup needed. PHASE 3: SEND VIA INSTANTLY AI The finalised report is sent to a Slack channel for human approval before anything goes out to clients. Once approved, the workflow fetches your client or investor list from Google Sheets. Contacts are batched, uploaded to Instantly AI, and each one receives a personalised report email — no manual sending, no individual copy-pasting. Send status is written back to your Google Sheet so you always know who's been contacted. A final Slack message confirms the full distribution is complete. Closed loop, fully hands-off. How to use The Schedule Trigger is used as the default starting point. Replace it with a webhook or form trigger if you want to run reports on demand instead. Set up your PandaDoc template with your preferred layout and branding before connecting. The workflow fills data in — it won't generate a layout for you. Configure Google OAuth via Google Console. Create a project, apply your Client ID and Secret in the Google Sheets node credentials. Set up your email sequences and sender accounts inside Instantly AI before the first run. Create a dedicated Slack channel or DM for approval routing and completion notifications. Requirements Exa AI — web research PandaDoc API — report template and document generation Google OAuth — client and investor list via Google Sheets Slack API — approval routing and completion notification Instantly API — personalised email delivery at scale n8n instance (self-hosted or cloud) Customising this workflow Swap Google Sheets for a CRM like HubSpot, Airtable, or GoHighLevel as your contact source — just replace the Fetch Contact node with your preferred integration. Replace the Slack approval step with an email approval flow if your team doesn't use Slack. This pattern works beyond real estate — try it for fund updates, commercial property briefs, or any recurring report where the structure stays fixed but the data changes. Add an AI summarisation node before PandaDoc to condense the Exa research output further before it fills into the template.

Shopify New Orders Auto-Sync to Google Sheets & AI Analysis This workflow automatically fetches new Shopify orders on a schedule, detects only newly created orders, enriches them using AI, and stores clean, structured data in Google Sheets for reporting and tracking. This workflow runs on a schedule, fetches recent Shopify orders, checks which ones are new using a stored sync timestamp, analyzes each new order with AI, and saves the final results into Google Sheets. You receive: Automatic order sync without webhooks** Duplicate-free processing using last sync tracking** AI-generated order insights (category, priority, notes)** Clean Google Sheets storage for reporting** Ideal for teams that want reliable order tracking, analysis, and reporting without relying on Shopify webhooks. Quick Start – Implementation Steps Connect your Shopify API credentials. Set the Schedule Trigger (e.g., every 15 minutes). Connect your Google Sheets account and select a sheet. Configure the AI node for order analysis. Activate the workflow — automated order sync begins. What It Does This workflow automates Shopify order processing: Runs on a defined schedule. Loads the last successful sync time from workflow static data. Fetches Shopify orders created after that time. Identifies only new orders to prevent duplicates. Extracts key order details: Order ID & number Product name & quantity Prices & currency Shipping country Uses AI to analyze each order and generate: Product category Priority level Internal review notes Formats the final data into clean fields. Saves each new order as a row in Google Sheets. Updates the last sync timestamp after successful processing. Who’s It For This workflow is ideal for: E-commerce operations teams Finance & accounting teams Store owners using Shopify Teams tracking orders in spreadsheets Businesses without Shopify webhook access Anyone needing automated order backups Requirements to Use This Workflow To run this workflow, you will need: n8n instance** (self-hosted or cloud) Shopify Admin API access** Google Sheets account** Optional: AI credentials (OpenAI or compatible) Basic understanding of Shopify order data How It Works Scheduled Trigger – Workflow runs at fixed intervals. Load Last Sync – Reads the last processed timestamp. Fetch Shopify Orders – Retrieves recent orders. New Order Detection – Filters only unprocessed orders. AI Order Analysis – Adds category, priority, and notes. Prepare Final Data – Cleans and structures fields. Save to Google Sheets – Appends a new row per order. Update Sync Time – Stores the latest successful run time. If no new orders exist, the workflow exits safely without errors. Setup Steps Import the workflow JSON into n8n. Open the Schedule Trigger and set the desired frequency. Configure the Shopify node with your store credentials. Connect the Google Sheets node and map columns correctly. Review the AI prompt for customization. Run the workflow once manually to initialize sync data. Activate the workflow. How To Customize Nodes Change Sync Frequency Adjust the Schedule Trigger to run every few minutes, hourly, or daily. Customize AI Analysis Modify the AI prompt to: Change priority rules Add risk or fraud flags Generate internal comments Extend Google Sheets Fields You can add: Customer email Payment status Fulfillment status AI confidence score Add-Ons (Optional Enhancements) You can extend this workflow to: Send Slack or email notifications Generate daily summary reports Detect high-value orders Add fraud or risk scoring Store data in a database instead of Sheets Support multiple Shopify stores Create dashboards from Google Sheets Use Case Examples 1. Operations Reporting Track daily orders in a shared spreadsheet. 2. Finance & Accounting Maintain an independent record of all sales. 3. Order Review Use AI notes to quickly understand important orders. 4. Backup & Auditing Keep an external copy of Shopify order data. Troubleshooting Guide | Issue | Possible Cause | Solution | |-----|---------------|----------| | No orders fetched | lastSync too recent | Reset static data | | Duplicate orders | Sync update missing | Ensure last sync node runs | | AI output not parsed | Invalid JSON | Adjust AI prompt | | Sheet not updating | Column mismatch | Match headers exactly | | Workflow stops early | No new data | Enable “Always Output Data” | Need Help? If you need help extending this workflow by adding alerts, dashboards advanced AI logic or scaling for production, then our n8n automation developers at WeblineIndia team are happy to assist with advanced n8n automation and Shopify integrations.

Try It Out! This n8n template uses AI to automatically respond to your Gmail inbox by drafting response for your approval via email. How it works Gmail Trigger** monitors your inbox for new emails AI Analysis** determines if a response is needed based on your criteria Draft Generation** creates contextually appropriate replies using your business information Human Approval** sends you the draft for review before sending Auto-Send** replies automatically once approved Setup Connect your Gmail account to the Gmail Trigger node Update the "Your Information" node with: Entity name and description Approval email address Resource guide (FAQs, policies, key info) Response guidelines (tone, style, formatting preferences) Configure your LLM provider (OpenAI, Claude, Gemini, etc.) with API credentials Test with a sample email Requirements n8n instance (self-hosted or cloud) Gmail account with API access LLM provider API key Need Help? Email Nick @ nick@tropicflare.com

How it works Runs on schedule (Monday-Friday at 9 AM) to automate lead generation Searches for companies on Google Maps by location and category Extracts owner information from company websites and impressum pages Enriches leads with email addresses and LinkedIn profiles using Lemlist Generates personalized compliment messages using Claude AI Creates custom video messages with Pitchlane Uploads qualified leads to your CRM for follow-up Set up steps Configure Google Maps search parameters (location, category, search terms) Add Serper API credentials for Google Maps search Connect Lemlist for lead enrichment and upload Configure Pitchlane API credentials for video creation Set up Google Docs for documentation and notes Connect Claude AI for personalized message generation Adjust the schedule trigger time if you want a different time than 9 AM Keep detailed workflow notes in the sticky notes inside your workflow

Simple Coupon Points Tracker with Google Sheets and Weekly Summary Email Take full control of your expected loyalty points. This workflow helps you log every coupon and the points you should receive, store proof of purchase, and get a weekly summary so you can quickly spot any points that haven’t been credited and follow up with the program if needed. Who’s it for Ideal for frequent coupon users or anyone collecting loyalty points from programs like Payback, Miles & More, or similar reward systems. If you want a centralized, reliable way to track expected points, organize screenshots, and make sure nothing goes missing, this workflow is built for you. How it works Log coupon details and screenshots: Submit your coupon info via an n8n form. Screenshots are automatically saved in a Google Drive folder, and coupon data is appended to a Google Sheet. Weekly points summary: Every week, a scheduled trigger scans your sheet for coupons that are due to have points credited. It generates a clear summary email via Gmail so you can easily see which points are expected and follow up if the program hasn’t credited them. How to set up Google credentials: Configure OAuth2 credentials in n8n for Google Drive, Sheets, and Gmail. Google Drive: Create a folder for storing screenshots and link it in the workflow. Google Sheets: Create a sheet with these columns, or use the Google Sheets Template and then set the sheet ID and name in the workflow nodes. Coupon Name | Account Used to Buy | Program | Points | Bonus Points | Purchase Date | Redeem Delay (days) | Claimable Date | Coupon Screen Email node: Configure Gmail credentials and recipient address for weekly summaries. Form trigger: Open the form URL to submit coupon data from any device. Schedule trigger: Runs weekly to send the summary; timing can be adjusted. Requirements n8n instance with Google OAuth2 credentials for Drive, Sheets, and Gmail Google Drive folder ID for screenshots Google Sheets ID and sheet name for logging points Gmail account for sending summary emails Stay on top of your expected points, ensure no reward slips through the cracks, and keep proof safely stored automatically. Happy tracking!

Introduction Automates gold market tracking using AI forecasting by collecting live prices, financial news, and macro indicators (inflation, interest rates, employment) to produce real-time insights and trend predictions for analysts and investors. How It Works Every 6 hours, the system fetches market data and news → runs AI sentiment and trend analysis → generates a concise forecast report → publishes it to WordPress → and alerts users via Slack or email. Workflow Template Trigger → Fetch → Format → Merge → AI Analyze → Report → Publish → Notify Workflow Steps Schedule: Executes automatically every 6 hours using a Cron trigger. Fetch: Retrieves live gold prices (MetalPriceAPI), financial headlines (NewsAPI), and macroeconomic indicators (FRED). Format & Merge: Cleans, normalizes, and merges all data into a single structured dataset for AI analysis. AI Analyze (OpenAI): Performs sentiment, trend, and correlation analysis to forecast short-term gold price movements. Report Generation: Creates a concise summary report with forecasts, insights, and confidence metrics. Publish & Notify: Automatically posts to WordPress and sends alerts via Slack and Email to keep analysts updated. Setup Add API keys: MetalPrice, NewsAPI, FRED, OpenAI, WordPress, Slack, Gmail. Configure scheduling interval, API endpoints, and authentication in n8n. Predefine WordPress post format and Slack message templates for smooth automation. Prerequisites n8n v1.0+, API keys, OAuth credentials, and internet access. Use Cases Investment forecasting, financial newsletter automation, or market monitoring dashboards. Customization Add cryptocurrency or stock tracking, modify AI prompts, or route summaries to Telegram, Notion, or Google Sheets. Benefits Saves analyst time, ensures consistent insights, enhances accuracy, and delivers timely, AI-driven financial intelligence.

Introduction This workflow connects to OpenAI, Anthropic, and Groq, processing requests in parallel with automatic performance metrics. Ideal for testing speed, cost, and quality across models. How It Works Webhooks trigger parameter extraction and routing. Three AI agents run simultaneously with memory and parsing. Responses merge with detailed metrics. Workflow Template Webhook → Extract Parameters → Router ├→ OpenAI Agent ├→ Anthropic Agent ├→ Groq Agent → Merge → Metrics → Respond Workflow Steps Webhook receives POST with prompt and settings. Parameters extracted and validated. Router directs by cost, latency, or type. AI agents run in parallel. Results merged with metadata. Metrics compute time, cost, and quality. Response returns outputs and recommendation. Setup Instructions Activate Webhook with authentication. Add API keys for all providers. Define models, tokens, and temperature. Adjust Router logic for selection. Tune Metrics scoring formulas. Prerequisites n8n v1.0+ instance API keys: OpenAI, Anthropic, Groq HTTP client for testing Customization Add providers like Gemini or Azure OpenAI. Enable routing by cost or performance. Benefits Auto-select efficient providers and compare model performance in real time.

Description Keep your product and project teams perfectly aligned by automatically syncing task dependencies between Jira and Monday.com. This workflow ensures real-time visibility into cross-platform blockers and dependencies, allowing smoother delivery across multiple teams and tools. 🔄📅💼 What This Template Does Step 1: Trigger the workflow on a schedule or manual run. Step 2: Fetch project tasks and dependencies from Jira. Step 3: Retrieve matching items from Monday.com based on linked project IDs or issue keys. Step 4: Compare dependencies between both systems. Step 5: Identify mismatched or missing dependencies across platforms. Step 6: Send summarized reports to Slack or Gmail for team visibility. Step 7: Optionally update Monday.com or Jira items with dependency status tags. Key Benefits ✅ Maintain alignment across multiple projects and teams. ✅ Detect and resolve dependency conflicts before they cause delays. ✅ Automate visibility — no more manual cross-checking. ✅ Simplify multi-tool management for product and engineering leads. Features Integration between Jira Cloud and Monday.com API Cross-dependency comparison logic Scheduled or manual execution Slack/Gmail notifications for updates or conflicts Custom mapping for project and issue identifiers Requirements Jira Cloud account with API credentials Monday.com API key or OAuth2 token Optional: Slack or Gmail credentials for notifications n8n instance (cloud or self-hosted) Target Audience Product and Project Managers coordinating across tools 🧩 Engineering Leads overseeing multi-platform sprints ⚙️ PMOs managing dependencies across cross-functional teams 📊 Operations teams aiming for unified delivery visibility 📈 Step-by-Step Setup Instructions Connect your Jira and Monday.com credentials in n8n. Map project identifiers or keys between Jira and Monday.com. (Optional) Configure Slack or Gmail for daily status alerts. Adjust the cron expression to match your monitoring schedule. Run the workflow once manually to validate mappings. Activate the workflow for ongoing dependency tracking. ✅

What it is An automated LinkedIn content system that takes a simple form (idea + optional file), generates LinkedIn posts with OpenAI, stores them in Notion, builds Google Slides carousels, and auto-publishes posts (text, image, or document) to LinkedIn on a schedule while keeping Notion in sync. Setup steps Connect integrations: link your Notion database, LinkedIn account, Google Drive/Slides, OpenAI, and Gmail in n8n. Configure the form: set up the “LinkedIn Post Generator” form with the idea field and optional file upload. Map AI outputs: wire the OpenAI nodes so they write post title, funnel stage, and content into your Notion “LinkedIn Auto Posts” database. Enable carousel flow: connect Notion → OpenAI → Google Slides template → Google Drive copy → Notion update for “Create Carousel” items. Set scheduling: use the Schedule Trigger + Notion filters (“Ready for Post” + Scheduled Date) to pick which posts go out each hour. Publish & track: send posts to LinkedIn (text, image, or document), then update Notion status to “Posted” and, if needed, send yourself an email reminder for manual carousel actions.

This workflow automatically researches a lead’s website, understands what the business actually does, and generates a highly personalized cold outreach subject line and icebreaker using AI. Instead of guessing or relying on shallow placeholders, it scrapes real website content, summarizes it intelligently, and feeds that context into an LLM to produce outreach that feels relevant and human. If a website is broken or unreachable, the workflow safely flags it so you can identify faulty leads early. Sticky Notes No API keys are hardcoded. Add all credentials via n8n’s credential manager. Website scraping uses markdown and strict character limits to keep token usage under control. Unresponsive websites return no content, helping you identify broken or invalid leads. The database can be swapped easily. Baserow is used here, but Airtable or Google Sheets can be used with minimal changes. How It Works 1. Fetch Leads from Database The workflow starts by pulling leads from Baserow, including company name and website URL. 2. Visit and Scrape the Website The lead’s website is fetched and converted into HTML. If the site fails to load or respond, the workflow records no content and continues without breaking. 3. Extract and Filter Internal Links All links are extracted from the page, then filtered so only links belonging to the same website are kept. 4. Scrape Multiple Pages The workflow scrapes up to five pages in total, including the main website page and up to four internal pages. This provides enough context while avoiding unnecessary data. 5. Convert to Markdown and Trim Content Each page is converted to markdown to reduce token usage and trimmed to a maximum of 5,000 characters to control LLM costs. 6. Aggregate Website Content All processed markdown content is combined into a single structured input. 7. Generate a Business Overview An LLM analyzes the aggregated content and generates a concise overview of the company and its offering. 8. Generate Subject Line and Icebreaker A second LLM uses the company name, lead name where available, and the generated business overview to create a highly personalized subject line and icebreaker for outreach. 9. Update the Database The final outputs are written back to the database, keeping each lead enriched and ready for outreach. Use Cases Cold email personalization at scale Lead research and enrichment Sales and SDR workflows Agency outreach systems Founder-led outbound without manual research Requirements Apify API key for website scraping Baserow credentials (can be replaced with Airtable or Google Sheets) LLM API key (OpenRouter is used in this workflow) Why This Template Is Useful Most outreach fails because it is generic. This workflow solves that by grounding every message in real website content while staying fast, efficient, and cost-conscious.

📘 Description This workflow automatically generates professional equity research reports for selected companies using financial data, market news, and AI analysis. It is designed for analysts, founders, and finance teams who want consistent, data-backed equity insights without manual research. On a weekly schedule, the workflow reads a list of companies from Google Sheets and processes only those marked as enabled. For each company, it collects five years of financial statements and recent market news, calculates key financial signals, and uses AI to generate a structured SWOT analysis, risk assessment, and growth outlook. The final report is converted into a PDF, logged for tracking, and emailed automatically. ⚙️ What This Workflow Does (Step-by-Step) ⏰ Weekly Scheduler Runs the workflow automatically at a fixed weekly time. 📄 Load Company List from Google Sheets Uses Google Sheets as the control panel to decide which companies are analyzed. 🔁 Iterate Enabled Companies Processes each enabled company one at a time for stable execution. 📊 Fetch Financial Statements (FMP) Pulls income statement, balance sheet, and cash flow data for the last five years. 📰 Fetch Recent Market News Retrieves the latest company-related news headlines. 🧹 Normalize Financials & News Cleans and structures all data into a consistent format. 📐 Compute Financial & Market Signals Calculates revenue growth, margins, leverage, cash flow strength, and buyback signals. 🤖 AI SWOT Analysis Generates strengths, weaknesses, opportunities, and threats using only derived signals and news. 📈 AI Risk & Growth Outlook Identifies key risks and provides a 12–24 month growth outlook. 📝 Build Equity Research Report (HTML) Combines all insights into a clean, readable report layout. 📄 Convert Report to PDF Automatically renders the HTML report into a downloadable PDF. 📊 Log Report Metadata to Google Sheets Stores PDF URL, size, timestamp, and expiry for tracking. 📧 Email Research Report Sends the PDF download link to stakeholders. 🧩 Prerequisites • Google Sheets API access • Financial Modeling Prep (FMP) API key • NewsAPI key • OpenAI API access • Gmail OAuth2 credentials • HTML-to-PDF service credentials 💡 Key Benefits ✔ Fully automated equity research reporting ✔ Consistent, repeatable analysis every week ✔ Data-backed AI insights with no assumptions ✔ No manual data collection or formatting ✔ Clean PDF reports ready for sharing ✔ Centralized tracking in Google Sheets ✔ Scales easily to multiple companies 👥 Perfect For Equity analysts Investment research teams Startup founders Finance and strategy teams Advisory and consulting firms Anyone producing regular equity research reports