Workflow Templates

Here's the corrected English text: Dropbox Folder Monitoring Workflow As we don't have (yet?) a Dropbox node "Watching new files" or "Watching folder", I created this central workflow to do it. How it works Triggered by Dropbox webhook I respond immediately to Dropbox to avoid webhook disabling Then I add/duplicate one branch per monitored folder, according to my needs In my case, I need to monitor several folders, like "vocal notes to process", "transcriptions to LinkedIn posts" or "quotes to add". This workflow shows 2 types of folder monitoring: Way #1: Each file in the monitored folder calls a sub-workflow Way #2: We get all files from the monitored folder and compare them to a database. If the file is not listed in DB, i supposed it's new one. Way #1 - We get all files from the monitored folder I set a variable folder_to_watch to indicate which folder to monitor. This step is here just to be homogeneous and allow setting the folder path only once in this branch. I list the folder files We keep only files (exclude folders) Then I call the specialized sub-workflow Way #2 - We want only new files from the monitored folder I set a variable folder_to_watch to indicate which folder to monitor I list the folder files and keep only files Meanwhile, I query my DB to get known files about this folder (I send the query to NocoDB (folder_to_watch,eq,{{ $json.folder_to_watch }})) Now I can exclude old files and keep only new ones by merging (I compare from Dropbox file id - as the file could be renamed by the user) I add the new file in DB to be sure to recognize it next time - I save the JSON Dropbox data: { "id":"{{ $json.id }}", "name":"{{ $json.name }}", "lastModifiedClient": "{{ $json.lastModifiedClient }}", "lastModifiedServer": "{{ $json.lastModifiedServer }}", "rev": "{{ $json.rev }}", "contentSize": {{ $json.contentSize }}, "type": "{{ $json.type }}", "contentHash": "{{ $json.contentHash }}", "pathLower": "{{ $json.pathLower }}", "pathDisplay": "{{ $json.pathDisplay }}", "isDownloadable": {{ $json.isDownloadable }} } And now I can call my sub-workflow :) My DB Columns details: folder_to_watch data (json/text) timestamp file_id (Dropbox file ID, to ease future searches) My vision: I have only one workflow in my n8n that monitors Dropbox folders/files This workflow calls the required sub-workflow specialized for the tasks required I will have as many branches as I have folders to monitor (if I have 5 different folders to watch, I will get 5 branches and 5 sub-workflows)

This n8n template captures every “Request a Demo” booking in Calendly, uses OpenAI to score and qualify leads in real time, routes them into the correct Saleshandy sequence, and logs all data in Google Sheets for full GTM visibility. Use cases include: Empowering SDR teams to focus on high-value demos Providing growth marketers with reliable funnel metrics Automating triage for B2B AE teams overwhelmed by demo requests Good to know OpenAI GPT-4 calls cost based on token usage—you can expect ~1,200 tokens per lead. Calendly API rate-limits at 180 requests/min; consider batching if volume spikes. Google Sheets writes are single-threaded; high-volume users may opt for Airtable or BigQuery. How it works Capture – Webhook node listens for every new “Request a Demo” form submission in Calendly. Score – AI Agent node sends job title, company size, domain quality, and custom questions to OpenAI; returns a 1–10 score plus label (Qualified/Semi-qualified/Unqualified). Verify meeting – HTTP Request node confirms via the Calendly API that a slot was actually scheduled. Route – Switch node selects the appropriate Saleshandy sequence ID (Qualified, Nurture, Disqualify). Send – HTTP Request nodes add each prospect to the chosen Saleshandy sequence. Log – Google Sheets nodes write to three tabs (Qualified, Semi-qualified, Unqualified) with lead data, score, routing path, and timestamp. Prerequisites n8n workspace Accounts & API credentials for: Calendly OpenAI (GPT-4 or GPT-3.5) Google Sheets Saleshandy Step-by-Step Setup 1. Import the n8n Template Upload the JSON file into your n8n workspace. 2. Add Required Credentials In n8n → Credentials, add: Calendly: Personal Access Token (PAT) OpenAI: API Key Google Sheets: OAuth2 connection Saleshandy: API Key 3. Calendly Setup Go to Calendly Webhook Docs Create a Routing Form in Calendly. Generate your access token. Use Postman or any API client to: Make a POST request to create a webhook subscription. Use your n8n webhook URL in the url field. Add your Authorization token and extract the Organization ID. Paste the webhook URL into the Calendly Routing Form. 4. Set Your Saleshandy Sequences In n8n, locate the Set: Sequence IDs node. Replace the placeholder text with: Your actual Qualified Semi-qualified and Unqualified Saleshandy sequence step IDs. 5. Configure Google Sheets Create a spreadsheet with the following tabs: Qualified Semi-qualified Unqualified In n8n, connect the three Google Sheets nodes to this file. Customising this workflow Adjust scoring logic – Modify the OpenAI prompt in the AI Agent node to weight ARR, industry, or headcount differently. Refine thresholds – Change the Switch node rules for score ranges (e.g., Qualified ≥8, Semi-qualified 5–7). Swap destinations – Edit HTTP Request nodes to integrate with your CRM or email platform instead of Saleshandy. Enhance logging – Replace Google Sheets with Airtable, BigQuery, or another analytics store. Add notifications – Insert Slack or Microsoft Teams nodes after routing to alert reps instantly.

Introduction **Manual LinkedIn data collection is time-consuming, error-prone, and results in inconsistent data quality across CRM/database records.** This workflow is great for organizations that struggle with: Incomplete contact records with only LinkedIn URLs but missing profile details Hours spent manually copying LinkedIn information into databases Inconsistent data formats due to copy-paste from LinkedIn (emojis, styled text, special characters) Outdated profile information that doesn't reflect current roles/companies No systematic way to enrich contacts at scale Primary Users Sales & Marketing Teams Event Organizers & Conference Managers for event materials Recruitment & HR Professionals CRM Administrators Specific Problems Addressed Data Completeness: Automatically fills missing profile fields (headline, bio, skills, experience) Data Quality: Sanitizes problematic characters that break databases/exports Time Efficiency: Reduces hours of manual data entry to automated monthly updates Error Handling: Gracefully manages invalid/deleted LinkedIn profiles Scalability: Processes multiple profiles in batch without manual intervention Standardization: Ensures consistent data format across all records Cost Each URL scraped by Apify costs $0.01 to get all the data above. Apify charges per scrape, regardless of how much dta or fields you extract/use. Setup Instructions Prerequisites n8n Instance: Access to a running n8n instance (self-hosted or cloud) NocoDB Account: Database with a table containing LinkedIn URLs Apify Account: Free or paid account for LinkedIn scraping Required fields in NocoDB table Input: single LinkedIn URL NocoDB Field name LinkedIn Output: first/last/full name e-mail bio headline profile pic URL current role country skills current employer employer URL experiences (all previous jobs) personal website publications (articles) NocoDB Field names linkedin_full_name linkedin_first_name: linkedin_headline: linkedin_email: linkedin_bio: linkedin_profile_pic linkedin_current_role linkedin_current_company linkedin_country linkedin_skills linkedin_company_website linkedin_experiences linkedin_personal_website linkedin_publications linkedin_scrape_error_reason linkedin_scrape_last_attempt linkedin_scrape_status linkedin_last_modified Technically you also need an Id field, but that is always there so no need to add it :) n8n Setup 1. Import the Workflow Copy the workflow JSON from the template In n8n, click "Add workflow" → "Import from JSON" Paste the workflow and click "Import" 2. Configure NocoDB Connection Click on any NocoDB node in the workflow Add new credentials → "NocoDB Token account" Enter your NocoDB API token (found in NocoDB → User Settings → API Tokens) Update the projectId and table parameters in all NocoDB nodes 3. Set Up Apify Integration Create an Apify account at apify.com Generate an API token (Settings → Integrations → API) In the workflow, update the Apify token in the "Get Scraper Results" node Configure HTTP Query Auth credentials with your token 4. Map Your Database Fields Review the "Transform & Sanitize Data" node Update field mappings to match your NocoDB table structure Ensure these fields exist in your table: LinkedIn (URL field) linkedin_headline, linkedin_full_name, linkedin_bio, etc. linkedin_scrape_status, linkedin_last_modified 5. Configure the Filter In "Get Guests with LinkedIn" node Adjust the filter to match your requirements Default: (LinkedIn,isnot,null)~and(linkedin_headline,is,null) 6. Test the Workflow Click "Execute Workflow" with Manual Trigger Monitor execution for any errors Verify data is properly updated in NocoDB 7. Activate Automated Schedule Configure the Schedule Trigger node (default: monthly) Toggle the workflow to "Active" Monitor executions in n8n dashboard Customization Options 1. Data Source Modifications Different Database: Replace NocoDB nodes with Airtable, Google Sheets, or PostgreSQL Multiple Tables: Add parallel branches to process different contact tables Custom Filters: Modify the WHERE clause to target specific record subsets 2. Enrichment Fields Add Fields: Include additional LinkedIn data like education, certifications, or recommendations Remove Fields: Simplify by removing unnecessary fields (publications, skills) Custom Transformations: Add business logic for field calculations or formatting 3. Scheduling Options Frequency: Change from monthly to daily, weekly, or hourly Time-based: Set specific times for different timezones Event-triggered: Replace with webhook trigger for on-demand processing 4. Error Handling Enhancement Notifications: Add email/Slack nodes to alert on failures Retry Logic: Implement wait and retry for temporary failures Logging: Add database logging for audit trails 5. Data Quality Rules Validation: Add IF nodes to validate data before updates Duplicate Detection: Check for existing records before creating new ones Data Standardization: Add custom sanitization rules for industry-specific needs 6. Integration Extensions CRM Sync: Add nodes to push data to Salesforce, HubSpot, or Pipedrive AI Enhancement: Use OpenAI to summarize bios or extract key skills Image Processing: Download and store profile pictures locally 7. Performance Optimization Batch Size: Adjust the number of profiles processed per run Rate Limiting: Add delays between API calls to avoid limits Parallel Processing: Split large datasets across multiple workflow executions 8. Compliance Additions GDPR Compliance: Add consent checking before processing Data Retention: Implement automatic cleanup of old records Audit Logging: Track who accessed what data and when These customizations allow the workflow to adapt from simple contact enrichment to complex data pipeline scenarios across various industries and use cases.

This n8n template helps you build a full AI-powered LinkedIn content generator with just a few clicks. Paired with the free WeWeb UI template, it becomes a ready-to-use web app where users can: Add their own OpenAI API key Customize the prompt and define 6 content topics Edit the AI-generated topics Choose when to generate LinkedIn posts, complete with hashtags and an optional image Who This Is For Perfect for marketers, indie hackers, and solopreneurs who want to build their personal brand on LinkedIn while staying in control of what gets posted. 🧠 What Makes This Different Unlike most AI agents, you stay fully in control: You define the tone and focus via the prompt. You choose which topics to keep or modify. You decide when to generate a post. You can build on top of this and create your own SaaS product. It’s also modular and extendable—hook it up to your backend, add user login, or feed AI improvements based on user input. ⚙️ How It Works Triggering Events: The app includes 3 pre-configured triggers, ready to be hooked into your WeWeb frontend. Just update the webhook URLs after duplicating the n8n workflow. Topic Generation: A call is made to OpenAI (GPT-4) to generate topic ideas based on your prompt. Post Creation: Once topics are approved or edited, GPT-4 writes full posts with suggested hashtags. Image Generation (Optional): If enabled, a DALL·E call generates a relevant image. Everything Stays Local: All data and images are handled locally, no cloud storage setup needed. 🧪 Requirements & Setup No fancy infrastructure required. Here’s what helps you get started: Free WeWeb account** (recommended) to use the frontend UI template OpenAI account** with API access (for GPT-4 and DALL·E) n8n account** (self-hosted or cloud) to run the backend workflow The template is completely free to use. Since each user adds their own OpenAI API key, you don't need to worry about usage costs or rate limits on your end. 🔧 Want to Go Further? This setup is beginner-friendly, but developers can: Add user accounts Save post history Feed user feedback back into the prompt logic Launch their own branded version as a SaaS

🛠️ Demio Tool MCP Server Complete MCP server exposing all Demio Tool operations to AI agents. Zero configuration needed - all 4 operations pre-built. ⚡ Quick Setup Need help? Want access to more workflows and even live Q&A sessions with a top verified n8n creator.. All 100% free? Join the community Import this workflow into your n8n instance Activate the workflow to start your MCP server Copy the webhook URL from the MCP trigger node Connect AI agents using the MCP URL 🔧 How it Works • MCP Trigger: Serves as your server endpoint for AI agent requests • Tool Nodes: Pre-configured for every Demio Tool operation • AI Expressions: Automatically populate parameters via $fromAI() placeholders • Native Integration: Uses official n8n Demio Tool tool with full error handling 📋 Available Operations (4 total) Every possible Demio Tool operation is included: 📅 Event (3 operations) • Get an event • Get many events • Register an event 🔧 Report (1 operations) • Get a report 🤖 AI Integration Parameter Handling: AI agents automatically provide values for: • Resource IDs and identifiers • Search queries and filters • Content and data payloads • Configuration options Response Format: Native Demio Tool API responses with full data structure Error Handling: Built-in n8n error management and retry logic 💡 Usage Examples Connect this MCP server to any AI agent or workflow: • Claude Desktop: Add MCP server URL to configuration • Custom AI Apps: Use MCP URL as tool endpoint • Other n8n Workflows: Call MCP tools from any workflow • API Integration: Direct HTTP calls to MCP endpoints ✨ Benefits • Complete Coverage: Every Demio Tool operation available • Zero Setup: No parameter mapping or configuration needed • AI-Ready: Built-in $fromAI() expressions for all parameters • Production Ready: Native n8n error handling and logging • Extensible: Easily modify or add custom logic > 🆓 Free for community use! Ready to deploy in under 2 minutes.

How it works • Transcribes a WhatsApp voice or text message from a prospect using Whisper or GPT • Extracts key information (name, need, context, urgency) via AI • Matches the most relevant service pack by comparing the prospect’s need with Airtable data • Dynamically fills a branded template via APITEMPLATE (HTML or PDF) • Generates a clean, personalized business proposal — including dynamic links (payment, calendar, etc.) • Sends the final PDF back instantly via WhatsApp or email Set up steps • ⏱ Estimated setup time: 45–60 minutes • ✅ You’ll need:  ◦ WhatsApp Business Cloud API access (with webhook configured)  ◦ OpenAI API key (Whisper + GPT)  ◦ Airtable (to store service packs and client input)  ◦ APITEMPLATE account (template with placeholders like {{nom}}, {{prix}}, {{lien_reservation}}, etc.)  ◦ n8n instance (cloud or self-hosted) • 📦 Create your service packs in Airtable with associated links (Stripe, Calendly…) • 🔗 The proposal auto-includes these links dynamically inside the PDF • 🚀 Workflow orchestrates the end-to-end process: from WhatsApp input to PDF delivery

LintGuardian: Automated PR Linting with n8n & AI What It Does LintGuardian is an n8n workflow template that automates code quality enforcement for GitHub repositories. When a pull request is created, the workflow automatically analyzes the changed files, identifies linting issues, fixes them, and submits a new PR with corrections. This eliminates manual code style reviews, reduces back-and-forth comments, and lets your team focus on functionality rather than formatting. How It Works The workflow is triggered by a GitHub webhook when a PR is created. It fetches all changed files from the PR using the GitHub API, processes them through an AI-powered linting service (Google Gemini), and automatically generates fixes. The AI agent then creates a new branch with the corrected files and submits a "linting fixes" PR against the original branch. Developers can review and merge these fixes with a single click, keeping code consistently formatted with minimal effort. Prerequisites To use this template, you'll need: n8n instance: Either self-hosted or using n8n.cloud GitHub repository: Where you want to enforce linting standards GitHub Personal Access Token: With permissions for repo access (repo, workflow, admin:repo_hook) Google AI API Key: For the Gemini language model that powers the linting analysis GitHub webhook: Configured to send PR creation events to your n8n instance Setup Instructions Import the template into your n8n instance Configure credentials: Add your GitHub Personal Access Token under Credentials → GitHub API Add your Google AI API key under Credentials → Google Gemini API Update repository information: Locate the "Set Common Fields" code node at the beginning of the workflow Change the gitHubRepoName and gitHubOrgName values to match your repository const commonFields = { 'gitHubRepoName': 'your-repo-name', 'gitHubOrgName': 'your-org-name' } Configure the webhook: Create a file named .github/workflows/lint-guardian.yml in your repository replacing the Trigger n8n Workflow step with your webhook: name: Lint Guardian on: pull_request: types: [opened, synchronize] jobs: trigger-linting: runs-on: ubuntu-latest steps: name: Trigger n8n Workflow uses: fjogeleit/http-request-action@v1 with: url: 'https://your-n8n-instance.com/webhook/1da5a6e1-9453-4a65-bbac-a1fed633f6ad' method: 'POST' contentType: 'application/json' data: | { "pull_request_number": ${{ github.event.pull_request.number }}, "repository": "${{ github.repository }}", "branch": "${{ github.event.pull_request.head.ref }}", "base_branch": "${{ github.event.pull_request.base.ref }}" } preventFailureOnNoResponse: true Customize linting rules (optional): Modify the AI Agent's system message to specify your team's linting preferences Adjust file handling if you have specific file types to focus on or ignore Security Considerations When creating your GitHub Personal Access Token, remember to: Choose the minimal permissions needed (repo, workflow, admin:repo_hook) Set an appropriate expiration date Treat your token like a password and store it securely Consider using GitHub's fine-grained personal access tokens for more limited scope As GitHub documentation notes: "Personal access tokens are like passwords, and they share the same inherent security risks." Extending the Template You can enhance this workflow by: Adding Slack notifications when linting fixes are submitted Creating custom linting rules specific to your team's needs Expanding it to handle different types of code quality checks Adding approval steps for more controlled environments This template provides an excellent starting point that you can customize to fit your team's exact workflow and code style requirements.

Who this is for? Indeed Data Scraper & Summarization with Airtable, Bright Data and Google Gemini is an automated workflow that extracts company profile information from Indeed using Bright Data Web Unlocker, transforms the data using Google Gemini's LLM, and forward the transformed response with the summary to a specified webhook for downstream use. This workflow is tailored for: Recruiters and HR teams who want quick summaries of companies listed on Indeed. Market researchers and analysts needing structured insights into businesses. Founders, investors, and consultants scouting potential competitors, partners, or clients. No-code enthusiasts looking to automate data extraction and enrichment pipelines without manual scraping or parsing. What problem is this workflow solving? Manually gathering structured information about companies on Indeed is time-consuming and inconsistent. Pages vary in structure, and extracting clean, digestible summaries can require technical scraping expertise. This workflow automates: Extracting company data from Indeed reliably using Bright Data Web Unlocker. Cleaning and summarizing the extracted content using Google Gemini LLM. Storing structured insights directly into Airtable for easy access and further workflows. Eliminates manual research, saves hours, and produces AI-enhanced, easily searchable records. What this workflow does Triggers on-demand. Pulls company page URLs from Airtable. Scrapes content from each Indeed company profile using Bright Data Web Unlocker. Sends the raw HTML to Google Gemini for extraction and summarization. Sends the summarized data to other platforms via a Webhook notification mechanism. Setup Sign up at Bright Data. Navigate to Proxies & Scraping and create a new Web Unlocker zone by selecting Web Unlocker API under Scraping Solutions. In n8n, configure the Header Auth account under Credentials for Bright Data. The Value field should be set with the Bearer XXXXXXXXXXXXXX. The XXXXXXXXXXXXXX should be replaced by the Web Unlocker Token. In n8n, configure the Google Gemini(PaLM) Api account with the Google Gemini API key (or access through Vertex AI or proxy). In n8n, configure the Airtable Personal Access Token account under Credentials. Update the Webhook Notifier with the Webhook endpoint of your choice. How to customize this workflow to your needs This workflow is built to be flexible - whether you're a company or a market researcher, entrepreneur, or data analyst. Here's how you can adapt it to fit your specific use case: Extend the scraper**: Modify Bright Data targets to pull job listings, salaries, or employee reviews via the Airtable data source. Customize the summary prompt**: Ask Gemini to extract different attributes hiring trends, practices etc. Routing the output to different destinations**: Send summaries or transformed response to Google Sheets, Airtable, or CRMs like HubSpot or Salesforce etc.

Purpose Use a lightweight Voice Interface, for you and your entire organization, to interact with an AI Supervisor, a personal AI Assistant, which has access to your custom workflows. You can also connect the supervisor to your already existing Agents. Demo & Explanation How it works After recording a message in the Vagent App, it gets transcribed and sent in combination with a session ID to the registered webhook The Main Agent acts as a router. I interprets the message while using the stored chat history (bound to the session ID) and chooses which tool to use to perform the required action and. Tools on this level are workflows, which contain subordinated Agents. Since the Main Agent interprets the original message, the raw input is passed to the Tools/Sub-Agents as a separate parameter Within the Sub-Agents the actual processing takes place. Each of those has it’s separate chat memory (with a suffix to the main session ID), to achieve a clear separation of concerns Depending on the required action an HTTP Request Tool is called. The result is being formatted in Markdown and returned to the Main Agent with an additional short prompt, so it does not get interpreted by the Main Agent. Drafts are separated from a short message by added indentation (angle brackets). If some information is missing, no tool is called just yet, instead a message is returned back to the user The Main Agent then outputs the result from the called Sub-Agent. If a draft is included, it gets separated from the spoken output Finally the formatted output is returned as response to the webhook. The message is split into a spoken and a text version, which enables the App to read out loud unnecessary information like drafts in this example See the full documentation of Vagent: https://vagent.io/docs Setup Import this workflow into your n8n instance Follow the instructions given in the sticky notes on the canvas Setup your credentials. OpenAI can be replaced by another LLM in the workflow, but is required for the App to work. Google Calendar and Notion are required for all scenarios to work Copy the Webhook URL from the Webhook node of the main workflow Download the Vagent App from https://vagent.io In the settings paste your OpenAI API Token, the Webhook URL and the password defined for Header Auth Now you can use the App to interact with the Multi-Agent using your Voice by tapping the Mic symbol in the App to record your message. To use the chat trigger (for testing) properly, temporarily disable the nodes after the Tools Agent.

This template processes webhooks received from amoCRM in a URL-encoded format and transforms the data into a structured array that n8n can easily interpret. By default, n8n does not automatically parse URL-encoded webhook payloads into usable JSON. This template bridges that gap, enabling seamless data manipulation and integration with subsequent processing nodes. Key Features: Input Handling: Processes URL-encoded data received from amoCRM webhooks. Data Transformation: Converts complex, nested keys into a structured JSON array. Ease of Use: Simplifies access to specific fields for further workflow automation. Setup Guide: Webhook Trigger Node: Configure the Webhook Trigger node to receive data from amoCRM. URL-Encoding Parsing: Use the provided nodes to transform the input URL-encoded data into a structured array. Access Transformed Data: Use the resulting JSON structure for subsequent nodes in your workflow, such as filtering, updating records, or triggering external systems. Example Data Transformation: Sample Input (URL-Encoded): The following input format is typically received from amoCRM: $json.body'leads[updatecustom_fields[id]'] Output (Structured JSON): After processing, the data is transformed into an easily accessible JSON array format: {{ $json.leads.update[‘0’].id }} This output allows you to work with clean, structured JSON, simplifying field extraction and workflow continuation. Code Explanation: This workflow parses URL-encoded key-value pairs using n8n nodes to restructure the data into a nested JSON object. By doing so, the template improves transparency, ensures data integrity, and makes further automation tasks straightforward.

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Who is this for? IT teams and support organizations looking to automate Level 1 support with AI-powered assistance while maintaining proper ticket management workflows. What problem does this solve? Eliminates repetitive manual support tasks by providing instant, context-aware assistance that references organizational knowledge and creates structured tickets when needed. What this workflow does RAG Pipeline**: Processes PDF/CSV documents into searchable vector database Intelligent Slack Bot**: This AI-helpdesk assistant handles support requests with thread-aware conversations Vector Knowledge Search**: Searches embedded knowledge base articles and historical case data JIRA Integration**: Creates, searches, and manages support tickets automatically Emoji Reactions**: Users can trigger actions (create tickets, escalate) via emoji reactions Requirements Required Accounts: n8n Cloud or self-hosted instance Slack workspace with admin access Supabase account (vector database) JIRA Cloud instance OpenAI API key Technical Prerequisites: Basic n8n workflow knowledge Slack app creation experience Understanding of vector databases Setup Steps 1. Slack App Configuration Create new Slack app with Bot Token Scopes: app_mentions:read, channels:history, channels:read, groups:history, groups:read, im:history, im:read, mpim:history, mpim:read, users:read Configure Event Subscriptions: app_mention, message.channels, message.groups, reaction_added Set Request URL to your n8n Slack Trigger webhook 2. Supabase Vector Database Setup Create new Supabase project Enable pgvector extension Create documents table with vector column (1536 dimensions for OpenAI embeddings) Configure RLS policies for secure access 3. JIRA Configuration Generate API token from JIRA Cloud Create helpdesk project with appropriate issue types Note project ID and issue type IDs for workflow configuration 4. n8n Workflow Configuration Import workflow and configure credentials Update Slack channel IDs in trigger nodes Set OpenAI API key in all OpenAI nodes Configure Supabase connection in vector store nodes Update JIRA project settings in MCP server nodes 5. Knowledge Base Data Format Supported file formats: PDF, CSV CSV Structure: Structure your data with columns, but not limited to, Ticket#, Issue Description, Issue Summary, Resolution Provided, Case Status, Contact User PDF Content: Technical documentation, troubleshooting guides, policy documents Upload documents via the form trigger to automatically embed in vector database. Customization Options AI Agent Behavior Modify system prompt in AIHelpdesk Agent node Adjust conversation memory window (default: 20 messages) Change AI model (GPT-4o, GPT-3.5-turbo, etc.) Reaction Mappings Customize emoji-to-action mappings in Reaction Handler code Add new reaction types for department-specific workflows Configure escalation rules and priority levels JIRA Integration Customize ticket templates and fields Add auto-assignment rules based on issue type Configure SLA and priority mappings Vector Search Adjust similarity thresholds for knowledge retrieval Modify search result limits and relevance scoring Add metadata filtering for departmental knowledge bases Advanced Features Thread-aware conversation memory Automatic bot loop prevention Context-preserving ticket creation Multi-modal file processing (PDF + CSV) Scalable MCP architecture for tool integration Use Cases Level 1 IT Support**: Automate common troubleshooting workflows Employee Onboarding**: Answer policy and procedure questions Internal Help Desk**: Route and track internal service requests Knowledge Management**: Make organizational knowledge searchable and actionable Template includes Complete Slack integration with thread support RAG pipeline for document processing Vector similarity search implementation JIRA ticket lifecycle management Emoji reaction-based user interactions Comprehensive error handling and validation

Automated QuickBooks Invoice to Custom PDF & Email Tired of the standard, boring invoices from QuickBooks Online? This workflow completely automates the process of creating beautiful, custom-branded PDF invoices and emailing them directly to your clients, saving you time and elevating your brand's professionalism. The moment you create an invoice in QuickBooks, this workflow triggers, fetches all the necessary data, and generates a lavish, multi-page-aware PDF invoice complete with your company logo and signature. Key Features Fully Automated:** Runs instantly when a new invoice is created in QuickBooks. Custom Branding:** Automatically fetches your company logo and signature from a URL to place on the invoice. Modern & Professional Design:** Uses a premium, multi-column HTML template that is clean, easy to read, and far superior to the default QBO templates. Multi-Page Ready:** If an invoice has many line items, the template will intelligently create multiple pages and add a "Page X of Y" footer automatically. Smart Layout:** The totals and summary block are designed to never break across pages, ensuring a professional look no matter the length. Automatic Emailing:** The final PDF is attached to a beautifully formatted email and sent directly to the customer's email address on file. Prerequisites Before you start, you will need a few things: A running n8n instance. A QuickBooks Online account with API access. A running Gotenberg instance. This is a powerful, open-source tool for converting HTML to PDF. This workflow is designed to connect to its API. You can learn more about it here. Publicly accessible URLs for your company logo and signature image (e.g., hosted on your website or a service like Imgur). Setup Guide Follow these steps carefully to configure the workflow for your own use. Nodes that need your attention are marked with a [!!] prefix. Step 1: Configure the QuickBooks Webhook The workflow starts with a webhook. You need to tell QuickBooks to send information to this webhook. Open the [!!] Listen for New QuickBooks Invoice node. You will see a Webhook URL. Copy the Production URL. Go to your QuickBooks Developer dashboard, select your app, and navigate to the Webhooks section. Paste the n8n URL into the Endpoint URL field and select the Invoice event to subscribe to. Step 2: Connect Your QuickBooks Account Open the [!!] Get Invoice Data from QuickBooks node. In the "Credentials" field, select your existing QuickBooks Online credentials or create a new set. Step 3: Add Your Branding Open the [!!] Fetch Company Logo Image node. In the URL field, replace the placeholder with the public URL of your company's logo. Open the [!!] Fetch Company Signature Image node. In the URL field, replace the placeholder with the public URL of your signature image. Step 4: Update the PDF Generation Service Open the [!!] Generate PDF via Gotenberg node. In the URL field, replace the placeholder http://YourGotenBergInstanceURL/... with the real URL of your running Gotenberg instance. Step 5: Configure Your Email Open the [!!] Email PDF Invoice to Customer node. In the "Credentials" field, select your SMTP or email service credentials. Customize the From Email and Subject fields. You can also edit the beautiful HTML email body to match your company's tone of voice. Step 6: Activate Your Workflow You're all set! Save the workflow and activate it using the toggle at the top-right of the screen. Now, when you create a new invoice in QuickBooks, this automation will handle the rest. A Note from the Creator Thank you for using this workflow! I believe that professional and automated invoicing is a cornerstone of a great business. This tool was designed to save you time and help you put your best foot forward with every client interaction. If you have any questions or need assistance, feel free to reach out. Website:** https://www.elegantbiztech.com/ Email:** sales@elegantbiztech.com