by Elay Guez
Enrich Monday.com leads with AI-powered company research and personalized email drafts using Explorium MCP and GPT-4.1 AI-Powered Lead Enrichment & Email Writer for Monday.com π Overview Stop losing deals to slow response times! Transform your inbound leads into qualified opportunities with this intelligent workflow that automates lead enrichment and personalized outreach. When a new lead drops into your Monday.com board, magic happens: π Deep-dives into company data using Explorium MCP's advanced intelligence engine π§ Analyzes business priorities, pain points, and growth opportunities π‘ Identifies specific AI automation use cases tailored to each company βοΈ Crafts hyper-personalized email drafts with GPT-4.1 (under 120 words!) π Enriches your CRM with actionable insights and AI solution recommendations π§ Saves draft emails directly to Gmail for your review π Updates Monday.com automatically with all the juicy insights Perfect for sales teams, growth marketers, and BizDev pros who want to turn every lead into a conversation starter that actually converts! π₯ Who's it for? B2B sales teams drowning in inbound leads Growth teams needing lightning-fast lead qualification BizDev professionals seeking that personal touch at scale Companies rocking Monday.com as their CRM β‘ How it works Webhook triggers when fresh lead hits Monday.com Company Researcher agent unleashes Explorium MCP for company intel Email Writer agent crafts personalized outreach that doesn't sound like a robot CRM Enrichment agent adds golden nuggets of AI recommendations Gmail integration parks the draft in your inbox Monday.com updates with all the enriched goodness π οΈ Setup Instructions Time to magic: 20 minutes You'll need: OpenAI API Key (for GPT-4.1) Explorium MCP API Key Monday.com API Token Gmail OAuth credentials Monday.com webhook setup Step-by-step: Import this template into your n8n instance Hook up Monday.com webhook via "Respond to Webhook" node Deactivate that "Respond to Webhook" node (important!) Plug in your API credentials Customize agent prompts with YOUR company's secret sauce Match your Monday.com columns to the workflow Test drive with a dummy lead Hit activate and watch the magic! β¨ π Requirements Monday.com board with these columns: Company Name, Contact Name, Email, Comments Explorium MCP access (for that company intelligence gold) OpenAI API (GPT-4.1 model ready) Gmail account (where drafts go to shine) π¨ Make it yours Tweak email tone - formal, casual, or somewhere in between Adjust research depth in Company Researcher Add your unique value props to agent prompts Connect more data sources for extra enrichment Hook up other CRMs (HubSpot, Salesforce, Pipedrive) Add Slack alerts for hot leads π₯ πͺ Why this rocks Real talk: Manual lead research is SO 2023. While your competitors are still googling companies, you're already in their inbox with an email that mentions their latest funding round, understands their tech stack, and offers solutions to problems they didn't even know you could solve. This isn't just another "Hi {{first_name}}" template. It's AI that actually gets context, writes like a human, and makes your prospects think "How did they know exactly what we need?" Results you can expect: Faster lead response time Higher email open rates Actually useful CRM data (not just "interested in our product") Your sales team thanking you (seriously) Built with β€οΈ by: Elay Guez Pro tip: The more context you feed the AI agents about your business, the scarier-good the personalization gets. Don't hold back on those System Message customizations!
by Karol
Whoβs it for This template is designed for small and medium businesses, startups, and agencies that want to automate customer inquiries, provide instant support, and capture leads without losing valuable conversations. Itβs especially useful for teams that get many repetitive questions about products, services, or locations but donβt want to miss out on collecting contact details for follow-up. What it does / How it works The workflow creates a 24/7 AI-powered chatbot that answers company-related questions and collects customer information. It uses: β’ GPT-4o for natural conversations β’ Pinecone Vector Store for Retrieval-Augmented Generation (RAG) with your company knowledge base β’ Google Sheets to store structured lead data β’ Telegram to instantly notify your team When a customer asks about products, services, or hours, the AI answers using the Pinecone database. Afterwards, it politely asks for their name, email, phone number, and interest. The details are saved to Google Sheets and your team receives a Telegram message with a summary. How to set up Connect your OpenAI account. Create a Pinecone index with company FAQs, documents, or policies. Link your Google Sheet with columns: Name, Email, Phone, Interested in. Add your Telegram bot token and chat/group ID. Replace [INSERT_YOUR_COMPANY_NAME_HERE] in the system prompt with your company name. Requirements β’ OpenAI API key β’ Pinecone account β’ Google Sheets access β’ Telegram bot & chat ID How to customize β’ Change the system prompt to match your brandβs tone. β’ Update the Pinecone namespace and embeddings model if needed. β’ Add extra fields in Google Sheets (e.g., βBudgetβ or βPreferred productβ). β’ Extend the flow with CRM integrations or automated email follow-ups. With this setup, you get a smart, RAG-powered chatbot that not only answers questions but also turns every conversation into a potential lead.
by Nguyen Thieu Toan
Auto-reply Instagram DM with AI Chatbot, Conversation History using Google Gemini and n8n Data Table This workflow turns your Instagram Business or Creator account into an AI-powered customer support chatbot using Google Gemini and n8n Data Table for persistent conversation history. Every incoming Direct Message is automatically received, processed, and replied to β with long AI responses intelligently split and delivered in sequence. If you need to automate Instagram DM responses without managing complex infrastructure, this workflow is the right starting point. How it works Instagram Webhook receives the DM:** Meta sends the event to n8n. The workflow automatically handles both webhook verification and incoming message events. Text-only messages are filtered; bot reply-backs from the page itself are blocked. Set Context extracts all runtime config:** The sender ID, page ID, access token, and raw message text are extracted from a single node β no hardcoded values elsewhere. Message is stored and history is loaded:* The new message is saved to the *n8n Data Table** as unprocessed. All pending rows for the user are merged into one prompt (basic batching). The last 15 processed rows are loaded and formatted into session history blocks for context. Gemini AI Agent generates the reply:* The merged prompt and full conversation history are passed to *Google Gemini**. The AI responds in context, following the persona and instructions defined in the system prompt. Reply is formatted and delivered:* The response is normalized (markdown stripped, unsupported syntax removed) and split into chunks of up to 2000 characters. Each chunk is sent sequentially via the *Instagram Graph API** with a 1-second delay between messages. Data Table is updated and cleaned:** All pending rows are marked as processed. The AI reply is saved as the page response. Old rows beyond the 15-message window are automatically deleted to keep the table lean. How to use Create a Meta App and add the Instagram product. Go to Instagram > API Setup with credentials β log in to your IG Business/Creator account β copy the long-lived Access Token β paste it into the Set Context node (ig_access_token field). Activate the workflow in production mode first, then go to Meta App > Instagram > Webhooks: paste the n8n production webhook URL + a Verify Token β click Verify. Connect Google Gemini (googlePalmApi) credential in the AI Agent and LLM nodes. Create the n8n Data Table Edit the system prompt inside Process Merged Message to set your AI persona, brand tone, and knowledge base. Activate and start receiving automated replies on Instagram DM. Requirements n8n Version:* Built and tested on *n8n 2.9.4+*. *(It is highly recommended to update to the latest n8n version to avoid compatibility issues.) Instagram Business or Creator account** connected to a Meta App with Messaging permissions. Google Gemini** API key (googlePalmApi credential). n8n Data Table** named insert_message with the column schema described above. A publicly accessible n8n instance (self-hosted or cloud) for Meta to reach the webhook. Customizing this workflow Change the AI persona:** Edit only the system prompt inside Process Merged Message β no other node needs changing. Switch the AI model:** Swap the Google Gemini Chat Model sub-node for any other supported LLM (OpenAI, Anthropic, etc.). Add smart message batching:* Integrate *Smart message batching workflow** to wait for the user to finish typing before responding β prevents duplicate or out-of-order replies. Add human takeover:* Integrate *Smart human takeover workflow** to automatically pause the bot when an admin replies manually, then resume when done. Use on Facebook Messenger too:** The Smart Batching and Human Takeover workflows above are 100% compatible with both Facebook and Instagram β built to be cross-platform from the ground up. About the Author Created by: Nguyα» n Thiα»u ToΓ n (Jay Nguyen) Email: me@nguyenthieutoan.com Website: nguyenthieutoan.com Company: GenStaff (genstaff.net) Socials (Facebook / X / LinkedIn): @nguyenthieutoan More templates: n8n.io/creators/nguyenthieutoan
by Le Nguyen
PDF Invoice Extractor (AI) End-to-end pipeline: Watch Drive β Download PDF β OCR text β AI normalize to JSON β Upsert Buyer (Account) β Create Opportunity β Map Products β Create OLI via Composite API β Archive to OneDrive. Node by node (what it does & key setup) 1) Google Drive Trigger Purpose**: Fire when a new file appears in a specific Google Drive folder. Key settings**: Event: fileCreated Folder ID: google drive folder id Polling: everyMinute Creds: googleDriveOAuth2Api Output**: Metadata { id, name, ... } for the new file. 2) Download File From Google Purpose**: Get the file binary for processing and archiving. Key settings**: Operation: download File ID: ={{ $json.id }} Creds: googleDriveOAuth2Api Output**: Binary (default key: data) and original metadata. 3) Extract from File Purpose**: Extract text from PDF (OCR as needed) for AI parsing. Key settings**: Operation: pdf OCR: enable for scanned PDFs (in options) Output**: JSON with OCR text at {{ $json.text }}. 4) Message a model (AI JSON Extractor) Purpose: Convert OCR text into **strict normalized JSON array (invoice schema). Key settings**: Node: @n8n/n8n-nodes-langchain.openAi Model: gpt-4.1 (or gpt-4.1-mini) Message role: system (the strict prompt; references {{ $json.text }}) jsonOutput: true Creds: openAiApi Output (per item): $.message.content β the parsed **JSON (ensure itβs an array). 5) Create or update an account (Salesforce) Purpose: Upsert **Buyer as Account using an external ID. Key settings**: Resource: account Operation: upsert External Id Field: tax_id__c External Id Value: ={{ $json.message.content.buyer.tax_id }} Name: ={{ $json.message.content.buyer.name }} Creds: salesforceOAuth2Api Output: Account record (captures Id) for downstream **Opportunity. 6) Create an opportunity (Salesforce) Purpose**: Create Opportunity linked to the Buyer (Account). Key settings**: Resource: opportunity Name: ={{ $('Message a model').item.json.message.content.invoice.code }} Close Date: ={{ $('Message a model').item.json.message.content.invoice.issue_date }} Stage: Closed Won Amount: ={{ $('Message a model').item.json.message.content.summary.grand_total }} AccountId: ={{ $json.id }} (from Upsert Account output) Creds: salesforceOAuth2Api Output**: Opportunity Id for OLI creation. 7) Build SOQL (Code / JS) Purpose: Collect unique product **codes from AI JSON and build a SOQL query for PricebookEntry by Pricebook2Id. Key settings**: pricebook2Id (hardcoded in script): e.g., 01sxxxxxxxxxxxxxxx Source lines: $('Message a model').first().json.message.content.products Output**: { soql, codes } 8) Query PricebookEntries (Salesforce) Purpose**: Fetch PricebookEntry.Id for each Product2.ProductCode. Key settings**: Resource: search Query: ={{ $json.soql }} Creds: salesforceOAuth2Api Output**: Items with Id, Product2.ProductCode (used for mapping). 9) Code in JavaScript (Build OLI payloads) Purpose: Join lines with PBE results and Opportunity Id β build **OpportunityLineItem payloads. Inputs**: OpportunityId: ={{ $('Create an opportunity').first().json.id }} Lines: ={{ $('Message a model').first().json.message.content.products }} PBE rows: from previous node items Output**: { body: { allOrNone:false, records:[{ OpportunityLineItem... }] } } Notes**: Converts discount_total β per-unit if needed (currently commented for standard pricing). Throws on missing PBE mapping or empty lines. 10) Create Opportunity Line Items (HTTP Request) Purpose**: Bulk create OLIs via Salesforce Composite API. Key settings**: Method: POST URL: https://<your-instance>.my.salesforce.com/services/data/v65.0/composite/sobjects Auth: salesforceOAuth2Api (predefined credential) Body (JSON): ={{ $json.body }} Output**: Composite API results (per-record statuses). 11) Update File to One Drive Purpose: Archive the **original PDF in OneDrive. Key settings**: Operation: upload File Name: ={{ $json.name }} Parent Folder ID: onedrive folder id Binary Data: true (from the Download node) Creds: microsoftOneDriveOAuth2Api Output**: Uploaded file metadata. Data flow (wiring) Google Drive Trigger β Download File From Google Download File From Google β Extract from File β Update File to One Drive Extract from File β Message a model Message a model β Create or update an account Create or update an account β Create an opportunity Create an opportunity β Build SOQL Build SOQL β Query PricebookEntries Query PricebookEntries β Code in JavaScript Code in JavaScript β Create Opportunity Line Items Quick setup checklist π Credentials: Connect Google Drive, OneDrive, Salesforce, OpenAI. π IDs: Drive Folder ID (watch) OneDrive Parent Folder ID (archive) Salesforce Pricebook2Id (in the JS SOQL builder) π§ AI Prompt: Use the strict system prompt; jsonOutput = true. π§Ύ Field mappings: Buyer tax id/name β Account upsert fields Invoice code/date/amount β Opportunity fields Product name must equal your Product2.ProductCode in SF. β Test: Drop a sample PDF β verify: AI returns array JSON only Account/Opportunity created OLI records created PDF archived to OneDrive Notes & best practices If PDFs are scans, enable OCR in Extract from File. If AI returns non-JSON, keep βReturn only a JSON arrayβ as the last line of the prompt and keep jsonOutput enabled. Consider adding validation on parsing.warnings to gate Salesforce writes. For discounts/taxes in OLI: Standard OLI fields donβt support per-line discount amounts directly; model them in UnitPrice or custom fields. Replace the Composite API URL with your orgβs domain or use the Salesforce nodeβs Bulk Upsert for simplicity.
by Influencers Club
How it works: Find lookalikes to other creators and add to your CRM for influencer outreach and partnerships. Step by step workflow to discover similar creators to your best performers with multi social (Instagram, Tiktok, Youtube, Twitter, Onlyfans, Twitch and more) profiles, analytics and metrics using the influencers.club API, and add the contact records and data in Hubspot Set up: Hubspot (can be swapped for any CRM like Salesforce or Google Sheet) Influencers.club API key
by Rahul Joshi
Description Automate B2B order invoicing by fetching orders from Airtable, validating paid B2B entries, creating Stripe customers and invoices, finalizing invoices, and logging structured invoice data into Google Sheets. This workflow ensures seamless B2B billing, centralized record-keeping, and reduces manual errors in financial operations. β‘π³π What This Template Does Triggers hourly to check for new B2B orders. β±οΈ Fetches order data from Airtable (Orders table). π₯ Filters only paid orders with βB2Bβ tag. β Creates a corresponding Stripe customer from order details. π€ Processes order line items for invoicing. π¦ Creates a Stripe invoice with due date and payment terms. π§Ύ Finalizes the invoice automatically. βοΈ Formats invoice details (totals, due dates, customer info, links). π Logs structured invoice data into Google Sheets for tracking. π Key Benefits Fully automates B2B invoicing workflow from orders to finalized invoices. π Ensures all invoices are linked, structured, and logged in Sheets. π§Ύ Reduces manual effort and eliminates data entry errors. β‘ Maintains centralized invoice tracking for finance teams. π Creates a consistent billing flow integrated with Stripe. π³ Features Hourly Trigger β Continuously monitors Airtable for new/updated orders. Airtable Integration β Fetches order details automatically. Conditional Filter β Processes only βB2Bβ paid orders. Stripe Customer Creation β Automatically creates customers in Stripe. Line Item Processor β Handles Shopify/Order line items or test data. Stripe Invoice Creation β Generates draft invoices with due dates. Invoice Finalization β Auto-finalizes and prepares invoices for payment. Data Formatter β Structures invoice info (totals, links, dates, status). Google Sheets Integration β Logs all invoice data for reporting. Requirements n8n instance (cloud or self-hosted). Airtable Personal Access Token with read access to Orders table. Stripe API credentials with customer + invoice permissions. Google Sheets OAuth2 credentials with read/write access. Target Audience Finance/ops teams handling B2B customer invoicing. πΌ SaaS or eCommerce businesses with B2B order flows. ποΈ Startups needing automated billing + centralized reporting. π Teams tracking Stripe invoices inside Google Sheets. π Step-by-Step Setup Instructions Connect Airtable credentials and replace with your base/table IDs. π Configure Stripe API credentials for invoice + customer creation. π³ Link Google Sheets credentials and update the target sheet ID. π Adjust order filtering conditions (tags, payment status) as needed. βοΈ Test with sample data to validate invoices are created + logged. β
by Grace Gbadamosi
This workflow contains community nodes that are only compatible with the self-hosted version of n8n. How it works This workflow automatically synchronizes contact data from multiple CRM systems (HubSpot, Pipedrive, and Salesforce) into a unified Google Sheets database. The system runs on a daily schedule or can be triggered manually via webhook. It uses AI-powered data processing to intelligently deduplicate records, calculate data quality scores, and merge similar contacts. The workflow generates comprehensive quality reports and sends notifications via Slack, ensuring your master database stays clean and up-to-date. Who is this for This template is designed for revenue operations teams, data managers, and business analysts who need to consolidate customer data from multiple CRM platforms. It's particularly valuable for organizations using multiple sales tools simultaneously or during CRM migration projects. The workflow helps maintain data integrity while providing insights into data quality across different systems. Requirements Google Sheets Account**: For storing master database and quality reports CRM Platform Access**: API credentials for HubSpot, Pipedrive, and/or Salesforce OpenAI API Key**: For AI-powered data processing and deduplication MCP Server**: Github:marlonluo2018/pandas-mcp-server (optional - can be replaced with Code node) Slack Webhook**: For receiving sync completion and error notifications How to set up Configure Environment Variables - Set up secure credential storage for all API keys: HUBSPOT_API_KEY, PIPEDRIVE_API_KEY, SALESFORCE_ACCESS_TOKEN, OPENAI_API_KEY, and SLACK_WEBHOOK_URL Create Google Sheets Structure - Create a master Google Sheet with two tabs: "Master_CRM_Data" for the unified contact database and "Quality_Reports" for tracking sync statistics and data quality metrics Set Up MCP Server - Install and configure "marlonluo2018/pandas-mcp-server" Update Configuration Center - Modify all placeholder values in the Configuration Center node with your actual Google Sheet IDs, quality thresholds, deduplication keys, and batch processing settings
by Omer Fayyaz
Efficient loop-less N8N Workflow Backup Automation to Google Drive This workflow eliminates traditional loop-based processing entirely, delivering unprecedented performance and reliability even when the number of workflows to be processed are large What Makes This Different: NO SplitInBatches node** - Traditional workflows use loops to process workflows one by one NO individual file uploads** - No more multiple Google Drive API calls NO batch error handling** - Eliminates complex loop iteration error management ALL workflows processed simultaneously** - Revolutionary single-operation approach Single compressed archive** - One ZIP file containing all workflows One Google Drive upload** - Maximum efficiency, minimum API usage Key Benefits of Non-Loop Architecture: 3-5x Faster Execution** - Eliminated loop overhead and multiple API calls Reduced API Costs** - Single upload instead of dozens of individual operations Higher Reliability** - Fewer failure points, centralized error handling Better Scalability** - Performance doesn't degrade with workflow count Large Workflow Support* - *Efficiently handles hundreds of workflows without performance degradation** Easier Maintenance** - Simpler workflow structure, easier debugging Cleaner Monitoring** - Single success/failure point instead of loop iterations Who's it for This template is designed for n8n users, DevOps engineers, system administrators, and IT professionals who need reliable, automated backup solutions for their n8n workflows. It's perfect for businesses and individuals who want to ensure their workflow automation investments are safely backed up with intelligent scheduling, compression, and cloud storage integration. How it works / What it does This workflow creates an intelligent, automated backup system that transforms n8n workflow backups from inefficient multi-file operations into streamlined single-archive automation. The system: Triggers automatically every 4 hours or manually on-demand Creates timestamped folders in Google Drive for organized backup storage Retrieves all n8n workflows via the n8n API in a single operation Converts workflows to JSON and aggregates binary data efficiently Compresses all workflows into a single ZIP archive (eliminating the need for loops) Uploads the compressed backup to Google Drive in one operation Provides real-time Slack notifications for monitoring and alerting Key Innovation: No Loops Required - Unlike traditional backup workflows that use SplitInBatches or loops to process workflows individually, this system processes all workflows simultaneously and creates a single compressed archive, dramatically improving performance and reliability. How to set up 1. Configure Google Drive API Credentials Set up Google Drive OAuth2 API credentials Ensure the service account has access to create folders and upload files Update the parent folder ID where backup folders will be created 2. Configure n8n API Access Set up internal n8n API credentials for workflow retrieval Ensure the API has permissions to read all workflows Configure retry settings for reliability 3. Set up Slack Notifications Configure Slack API credentials for the notification channel Update the channel ID where backup notifications will be sent Customize notification messages as needed 4. Schedule Configuration The workflow automatically runs every 4 hours Manual execution is available for immediate backups Adjust the schedule in the Schedule Trigger node as needed 5. Test the Integration Run a manual backup to verify all components work correctly Check Google Drive for the created backup folder and ZIP file Verify Slack notifications are received Requirements n8n instance** (self-hosted or cloud) with API access Google Drive account** with API access and sufficient storage Slack workspace** for notifications (optional but recommended) n8n workflows** that need regular backup protection How to customize the workflow Modify Backup Frequency Adjust the Schedule Trigger node for different intervals (hourly, daily, weekly) Add multiple schedule triggers for different backup types Implement conditional scheduling based on workflow changes Enhance Storage Strategy Add multiple Google Drive accounts for redundancy Implement backup rotation and retention policies Add compression options (ZIP, TAR, 7Z) for different use cases Expand Notification System Add email notifications for critical backup events Integrate with monitoring systems (PagerDuty, OpsGenie) Add backup success/failure metrics and reporting Security Enhancements Implement backup encryption before upload Add backup verification and integrity checks Set up access logging and audit trails Performance Optimizations Add parallel processing for large workflow collections Implement incremental backup strategies Add backup size monitoring and alerts Key Features Zero-loop architecture** - Processes all workflows simultaneously without batch processing Intelligent compression** - Single ZIP archive instead of multiple individual files Automated scheduling** - Runs every 4 hours with manual override capability Organized storage** - Timestamped folders with clear naming conventions Real-time monitoring** - Slack notifications for all backup events Error handling** - Centralized error management with graceful failure handling Scalable design** - Handles any number of workflows efficiently Technical Architecture Highlights Eliminated Inefficiencies No SplitInBatches node** - Replaced with direct workflow processing No individual file uploads** - Single compressed archive upload No loop iterations** - All workflows processed in one operation No batch error handling** - Centralized error management Performance Improvements Faster execution** - Eliminated loop overhead and multiple API calls Reduced API quota usage** - Single Google Drive upload per backup Better resource utilization** - Efficient memory and processing usage Improved reliability** - Fewer points of failure in the workflow Data Flow Optimization Parallel processing** - Folder creation and workflow retrieval happen simultaneously Efficient aggregation** - Code node processes all binaries at once Smart compression** - Single ZIP with all workflows included Streamlined upload** - One file transfer instead of multiple operations Use Cases Production n8n instances** requiring reliable backup protection Development teams** needing workflow version control and recovery DevOps automation** requiring disaster recovery capabilities Business continuity** planning for critical automation workflows Compliance requirements** for workflow documentation and backup Team collaboration** with shared workflow backup access Business Value Risk Mitigation** - Protects valuable automation investments Operational Efficiency** - Faster, more reliable backup processes Cost Reduction** - Lower storage costs and API usage Compliance Support** - Organized backup records for audits Team Productivity** - Reduced backup management overhead Scalability** - Handles growth without performance degradation This template revolutionizes n8n workflow backup by eliminating the complexity and inefficiency of traditional loop-based approaches, providing a robust, scalable solution that grows with your automation needs while maintaining the highest levels of reliability and performance.
by Alexandra Spalato
Who's it for This workflow is for community builders, marketers, consultants, coaches, and thought leaders who want to grow their presence in Skool communities through strategic, value-driven engagement. It's especially useful for professionals who want to: Build authority in their niche by providing helpful insights Scale their community engagement without spending hours manually browsing posts Identify high-value conversation opportunities that align with their expertise Maintain authentic, helpful presence across multiple Skool communities What problem is this workflow solving Many professionals struggle to consistently engage meaningfully in online communities due to: Time constraints**: Manually browsing multiple communities daily is time-consuming Missed opportunities**: Important discussions happen when you're not online Inconsistent engagement**: Sporadic participation reduces visibility and relationship building Generic responses**: Quick replies often lack the depth needed to showcase expertise This workflow solves these problems by automatically monitoring your target Skool communities, using AI to identify posts where your expertise could add genuine value, generating thoughtful contextual comment suggestions, and organizing opportunities for efficient manual review and engagement. How it works Scheduled Community Monitoring Runs daily at 7 PM to scan your configured Skool communities for new posts and discussions from the last 24 hours. Intelligent Configuration Management Pulls settings from Airtable including target communities, your domain expertise, and preferred tools Possibility to add several configurations Filters for active configurations only Processes multiple community URLs efficiently Comprehensive Data Extraction Uses Apify Skool Scraper to collect: Post content and metadata Comments over 50 characters (quality filter) Direct links for easy access AI-Powered Opportunity Analysis Leverages OpenAI GPT-4.1 to: Analyze each post for engagement opportunities based on your expertise Identify specific trigger sentences that indicate a need you can address Generate contextual, helpful comment suggestions Maintain authentic tone without being promotional Smart Filtering and Organization Only surfaces genuine opportunities where you can add value Stores results in Airtable with detailed reasoning Provides suggested comments ready for review and posting Tracks engagement history to avoid duplicate responses Quality Control and Review All opportunities are saved to Airtable where you can: Review AI reasoning and suggested responses Edit comments before posting Track which opportunities you've acted on Monitor success patterns over time How to set up Required credentials OpenAI API key** - For GPT-4.1 powered opportunity analysis Airtable Personal Access Token** - For configuration and results storage Apify API token** - For Skool community scraping Airtable base setup Create an Airtable base with two tables: Config Table (config): Name (Single line text): Your configuration name Skool URLs (Long text): Comma-separated list of Skool community URLs cookies (Long text): Your Skool session cookies for authenticated access Domain of Activity (Single line text): Your area of expertise (e.g., "AI automation", "Digital marketing") Tools Used (Single line text): Your preferred tools to recommend (e.g., "n8n", "Zapier") active (Checkbox): Whether this configuration is currently active Results Table (Table 1): title (Single line text): Post title/author url (URL): Direct link to the post reason (Long text): AI's reasoning for the opportunity trigger (Long text): Specific sentence that triggered the opportunity suggested answer (Long text): AI-generated comment suggestion config (Link to another record): Reference to the config used date (Date): When the opportunity was found Select (Single select): Status tracking (not commented/commented) Skool cookies setup To access private Skool communities, you'll need to: Install Cookie Editor: Go to Chrome Web Store and install the "Cookie Editor" extension Login to Skool: Navigate to any Skool community you want to monitor and log in Open Cookie Editor: Click the Cookie Editor extension icon in your browser toolbar Export cookies: Click "Export" button in the extension Copy the exported text Add to Airtable: Paste the cookie string into the cookies field in your Airtable config Trigger configuration Ensure the Schedule Trigger is set to your preferred monitoring time Default is 7 PM daily, but adjust based on your target communities' peak activity Requirements Self-hosted n8n or n8n Cloud account** Active Skool community memberships** - You must be a legitimate member of communities you want to monitor OpenAI API credits** Apify subscription** - For reliable Skool data scraping (free tier available) Airtable account** - Free tier sufficient for most use cases How to customize the workflow Modify AI analysis criteria Edit the EvaluateOpportunities And Generate Comments node to: Adjust the opportunity detection sensitivity Modify the comment tone and style Add industry-specific keywords or phrases Change monitoring frequency Update the Schedule Trigger to: Multiple times per day for highly active communities Weekly for slower-moving professional groups Custom intervals based on community activity patterns Customize data collection Modify the Apify scraper settings to: Adjust the time window (currently 24 hours) Change comment length filters (currently >50 characters) Include/exclude media content Modify the number of comments per post Add additional filters Insert filter nodes to: Skip posts from specific users Focus on posts with minimum engagement levels Exclude certain post types or keywords Prioritize posts from influential community members Enhance output options Add nodes after Record Results to: Send Slack/Discord notifications for high-priority opportunities Create calendar events for engagement tasks Export daily summaries to Google Sheets Integrate with CRM systems for lead tracking Example outputs Opportunity analysis result { "opportunity": true, "reason": "The user is struggling with manual social media management tasks that could be automated using n8n workflows.", "trigger_sentence": "I'm spending 3+ hours daily just scheduling posts and responding to comments across all my social accounts.", "suggested_comment": "That sounds exhausting! Have you considered setting up automation workflows? Tools like n8n can handle the scheduling and even help with response suggestions, potentially saving you 80% of that time. The initial setup takes a day but pays dividends long-term." } Airtable record example Title: "Sarah Johnson - Social Media Burnout" URL: https://www.skool.com/community/post/123456 Reason: "User expressing pain point with manual social media management - perfect fit for automation solutions" Trigger: "I'm spending 3+ hours daily just scheduling posts..." Suggested Answer: "That sounds exhausting! Have you considered setting up automation workflows?..." Config: [Your Config Name] Date: 2024-12-09 19:00:00 Status: "not commented" Best practices Authentic engagement Always review and personalize AI suggestions before posting Focus on being genuinely helpful rather than promotional Share experiences and ask follow-up questions Engage in subsequent conversation when people respond Community guidelines Respect each community's rules and culture Avoid over-promotion of your tools or services Build relationships before introducing solutions Contribute value consistently, not just when selling Optimization tips Monitor which types of opportunities convert best A/B test different comment styles and approaches Track engagement metrics on your actual comments Adjust AI prompts based on community feedback
by Servify
Who is this for Sales teams and agencies using Retell AI for voice outreach who want to automatically analyze every call and push insights into their CRM. Ideal for businesses running AI voice agents that need structured post-call intelligence without manual review. How it works When a Retell AI voice call ends, the platform sends a call_analyzed webhook to this workflow. It parses the transcript, call duration, and metadata, then sends everything to OpenAI for analysis. The AI returns structured data: sentiment, lead score (1-10), key topics, buying signals, objections, action items, and a recommended next step. The enriched data is synced to HubSpot, updating the contact record. If the lead score meets your threshold, the workflow alerts your sales team on Slack and creates a priority follow-up task in HubSpot. Every call is logged to Google Sheets for tracking. How to set up Open the Set user config variables node and enter your Slack channel, lead score threshold (default: 7), Google Sheet ID, and sheet name. Connect your OpenAI, HubSpot, Slack, and Google Sheets credentials in each respective node. Copy the production webhook URL from the trigger node and add it to your Retell AI dashboard under Webhook Settings for the call_analyzed event. Create a Google Sheet with columns: Date, Call ID, From Number, Duration, Sentiment, Lead Score, Summary, Action Items, Qualified. Activate the workflow and make a test call to verify the full pipeline. Requirements Retell AI account with an active voice agent OpenAI API key (GPT-4o-mini or GPT-4o) HubSpot CRM account Slack workspace with a bot token Google Sheets How to customize Adjust the lead score threshold in the config node to control when hot lead alerts fire. Modify the AI analysis prompt to extract industry-specific fields (e.g., appointment booked, insurance type, budget range). Add a Twilio SMS branch for instant text follow-ups to hot leads. Connect additional CRM nodes if you use Pipedrive, Salesforce, or another platform instead of HubSpot.
by WeblineIndia
Smart Contract Event Monitor (Web3) This workflow automatically monitors the Ethereum blockchain, extracts USDT transfer events, filters large-value transactions, stores them in Airtable and sends a clean daily summary alert to Slack. This workflow checks the latest Ethereum block every day and identifies high-value USDT transfers. It fetches on-chain logs using Alchemy, extracts sender/receiver/value details, filters transactions above a threshold, stores them in Airtable and finally sends a single clear summary alert to Slack. You receive: Daily blockchain check (automated) Airtable tracking of all high-value USDT transfers A Slack alert summarizing the count + the largest transfer Ideal for teams wanting simple, automated visibility of suspicious or large crypto movements without manually scanning the blockchain. Quick Start β Implementation Steps Add your Alchemy Ethereum Mainnet API URL in both HTTP nodes. Connect and configure your Airtable base & table. Connect your Slack credentials and set the channel for alerts. Adjust the value threshold in the IF node (default: 1,000,000,000). Activate the workflow β daily monitoring begins instantly. What It Does This workflow automates detection of high-value USDT transfers on Ethereum: Fetches the latest block number using Alchemy. Retrieves all USDT Transfer logs from that block. Extracts structured data: Sender Receiver Amount Contract Block number Transaction hash Filters only transactions above a configurable threshold. Saves each high-value transaction into Airtable for record-keeping. Generates a summary including: Total number of high-value transfers The single largest transfer Sends one clean alert message to Slack. This ensures visibility of suspicious or large fund movements with no repeated alerts. Whoβs It For This workflow is ideal for: Crypto analytics teams Blockchain monitoring platforms Compliance teams tracking high-value activity Web3 product teams Developers needing automated USDT transfer tracking Anyone monitoring whale movements / suspicious transactions Requirements to Use This Workflow To run this workflow, you need: n8n instance** (cloud or self-hosted) Alchemy API URL** (Ethereum Mainnet) Airtable base** + Personal Access Token Slack workspace** with API permissions Basic understanding of Ethereum logs, hex values & JSON data How It Works Daily Check β Workflow runs automatically at your set time. Get Latest Block Number β Fetches newest Ethereum block from Alchemy. Fetch USDT Logs β Queries all Transfer events (ERC-20 standard). Extract Transaction Details β Converts hex β readable data. Filter High-Value Transactions β Keeps only large value transfers. Save to Airtable β Adds each transfer record to your database. Generate Summary β Finds the largest transfer & total count. Send Slack Alert β Notifies your team with one clean summary. Setup Steps Import the provided n8n JSON file. Open the Get Latest Block and Fetch Logs HTTP nodes β add your Alchemy API URL. Ensure USDT contract address (already included):0xdAC17F958D2ee523a2206206994597C13D831ec7 Connect your Airtable account and map: Contract From Address To Address Value Block Number txHash Connect Slack API credentials and choose your channel. Change the threshold limit in the IF node if needed (default: 1B). Activate the workflow β done! How To Customize Nodes Customize Value Threshold Modify the IF node: Increase or decrease the minimum transfer value Change logic to smaller or larger whale-tracking Customize Airtable Storage You can add fields like: Timestamp Token symbol USD price (using price API) Transaction status Risk classification Customize Slack Alerts You may add: Emojis Mentions (@channel, @team) Links to Etherscan Highlighted blocks for critical transfers Customize Web3 Provider Replace Alchemy with: Infura QuickNode Public RPC (not recommended for reliability) Add-Ons (Optional Enhancements) You can extend this workflow to: Track multiple ERC-20 tokens Process several blocks instead of just the latest Add price conversion (USDT β USD value) Detect transfers to suspicious wallets Generate daily or weekly summary reports in Slack Create a dashboard using Airtable Interfaces Add OpenAI-based insights (large spike, suspicious pattern, etc.) Use Case Examples 1\. Whale Tracking Detect large USDT movements (>1M or >5M). 2\. Compliance Monitoring Log high-value transfers in Airtable for audits. 3\. Real-Time Alerts Slack alerts tell your team instantly about big movements. 4\. On-Chain Analytics Automate structured extraction of Ethereum logs. 5\. Exchange Monitoring Detect large inflows/outflows to known addresses. Troubleshooting Guide | Issue | Possible Cause | Solution | |------------------------|-----------------------------------|---------------------------------------------------------| | No data in Airtable | Logs returned empty | Ensure USDT transfer events exist in that block | | Values are βzeroβ | Hex parsing failed | Check extract-code logic | | Slack alert not sent | Invalid credentials | Update Slack API key | | Airtable error | Wrong field names | Match Airtable column names exactly | | HTTP request fails | Wrong RPC URL | Re-check Alchemy API key | | Workflow not running | Schedule disabled | Enable "Daily Check" node | Need Help? If you need help customizing or extending this workflow β adding multi-token monitoring, setting up dashboards, improving alerts or scaling this for production β our n8n workflow developers at WeblineIndia can assist you with advanced automation.
by Rahul Joshi
π Description Streamline sales prioritization by automatically identifying, scoring, and routing high-value leads from GoHighLevel CRM to your sales team. This workflow scores contacts daily, flags top prospects, alerts sales reps in Slack, logs data to Google Sheets, and schedules instant follow-ups in Google Calendar β ensuring no valuable lead slips through the cracks. ππ What This Template Does Triggers daily at 8:00 AM to fetch all contacts from GoHighLevel CRM. β° Processes lead data and extracts key details from custom fields. 𧩠Calculates lead scores using your predefined CRM field mappings. π’ Filters out incomplete or invalid contacts to ensure clean data flow. π§Ό Identifies high-value leads with a score above 80 for immediate attention. π― Sends real-time Slack alerts to sales teams with contact and lead score details. π¬ Logs high-priority leads into a dedicated Google Sheet for tracking and analytics. π Creates automatic Google Calendar follow-up events within 1 hour of detection. π Key Benefits β Automatically surfaces top leads for faster follow-up β Keeps sales teams aligned through instant Slack alerts β Eliminates manual data review and prioritization β Centralizes performance tracking via Google Sheets β Ensures consistent follow-up with Google Calendar scheduling β Fully customizable lead score threshold and timing Features Daily scheduled trigger (8:00 AM) GoHighLevel CRM integration for contact retrieval Smart lead scoring via custom field mapping Conditional filtering for high-value leads Slack alert system for real-time engagement Google Sheets logging for transparency and analytics Auto-created Google Calendar events for follow-ups Requirements GoHighLevel API credentials with contact read permissions Slack Bot token with chat:write access Google Sheets OAuth2 credentials Google Calendar OAuth2 credentials Defined custom fields for Lead Score and Assigned Representative in GoHighLevel Target Audience Sales and business development teams tracking high-value leads Marketing teams optimizing lead qualification and follow-up Agencies using GoHighLevel for CRM and lead management Operations teams centralizing sales activity and analytics Step-by-Step Setup Instructions Connect your GoHighLevel OAuth2 credentials and ensure contact API access. Replace placeholder custom field IDs (Lead Score & Assigned Rep) in the Code node. Add your Slack channel ID for team notifications. Connect your Google Sheets document and replace its Sheet ID in the workflow. Link Google Calendar for automatic follow-up event creation. Adjust the lead score threshold (default: 80) if needed. Run a manual test to verify data flow, then enable the daily trigger for automation.