Workflow Templates

🚀 WhatsApp Automation Template Designed & Developed by Infridet Solutions Private Limited 🔧 Objective: Automate your lead nurturing and sales process from YouTube/Instagram → Landing Page → CRM → Email → WhatsApp → Sales → Deal Closure using tools like: 🌐 WordPress (Landing Page + Fluent Forms) 🧾 Google Sheets (Backup Log) 📩 FluentCRM (Lead Tagging + Email Sequences) 💬 Whinta.com (WhatsApp Messaging API) ⚙️ N8N (Workflow Automation Engine) 🧩 System Flow Overview: Lead Source: YouTube or Instagram CTA Landing Page: Built on WordPress with a story-driven design Form Capture: Fluent Forms with dynamic input fields Data Sync: Backup to Google Sheets Push lead to FluentCRM and tag as New Lead Email Sequence: Warm-up emails (1 to 5) Introduce offer or service WhatsApp Outreach: Send personalized message via Whinta Triggered 1 hour after form fill or last email Sales Follow-Up: Sales team handles replies manually CRM tag updated to Customer upon closing 📁 Folder Structure (Optional Git/Zip File): 📦 WhatsApp-Automation-Infridet/ │ ├── whatsapp-automation-n8n.json # N8N Flowchart Import File ├── email-templates.docx # Warm-up Email Scripts ├── whinta-api-integration.pdf # API Documentation ├── crm-tagging-notes.txt # CRM Tag Setup Details └── readme.md # This Instruction File 🛠️ Required Integrations & Setup ✅ Fluent Forms (WordPress) Embed form with Name, Email, Phone Enable webhook to N8N: /lead-capture ✅ Google Sheets Use n8n-nodes-base.googleSheets node Capture name, email, phone, source, timestamp ✅ FluentCRM REST API enabled Push contact and assign tag New Lead Setup Email Automation via tag trigger ✅ SMTP Email (Optional) Use Gmail SMTP or Brevo Trigger email on form submission ✅ Whinta.com (WhatsApp API) Send POST request Payload includes phone, message, sender_id Customize message with personalization 💬 Sample WhatsApp Message: Hey {{name}}, Gyan here from Account Craft 👋 I saw your form submission – would you like help in starting your YouTube journey this week? Let me know. I'm just one text away. ✅ 📧 Sample Email (Warmup Day 1): > Subject: Welcome to Account Craft 🚀 > Body: > Hi {{name}}, > > I’m Gyan from Account Craft. Thanks for joining us! > Here’s what’s coming next: exclusive videos, personalized tips, and real support to get your YouTube channel earning. > > Let’s go! > – Gyan 🔁 CRM Tag Updates: | Action | Tag Assigned | |-------------------|------------------| | On form fill | New Lead | | After WhatsApp | Engaged | | After sale closed | Customer | 📌 Final Output: Once completed, the system will: Log all leads into a database Automatically send emails and WhatsApp messages Notify your sales team Update lead status without manual entry > Automation Template Designed & Deployed by > Infridet Solutions Private Limited > Smart Integrations. Seamless Business. > 🌐 www.infridetsolutions.com | 📞 +91-8853354829

Upload your CRM contacts to telli and schedule AI voice-agent calls Introduction to telli and AI Voice-Agent Calls telli is an innovative platform that provides AI-powered voice agents capable of making calls and performing tasks tailored to specific customer use cases. These AI voice-agents can handle a wide range of communication tasks, from appointment scheduling to customer support, with remarkable efficiency and natural conversation flow. This template is designed for businesses and organizations looking to automate their outbound calling processes using telli's AI voice-agents in conjunction with Airtable as their CRM. It solves the problem of manual call scheduling and data transfer between your CRM and calling system, saving time and reducing human error. Prerequisites telli account Airtable base with contact information n8n instance Step-by-Step Setup Guide n8n Setup: Create a new workflow in n8n. Add the Airtable node to connect to your CRM table. telli API Configuration: Log in to your telli dashboard. Locate and copy your API key under telli - Settings - API/Webhooks. Workflow Configuration: Add two HTTP Request nodes to your n8n workflow. Set the "Authorization" header in both POST requests, replacing the value with your telli API key. Configure the first request to use the /add-contact endpoint. Set up the second request to use the /schedule-call endpoint. Data Mapping: Map the relevant fields from your Airtable node to the telli API requests. Testing and Activation: Run a test execution of your workflow. Once satisfied with the results, activate the workflow. API Endpoint Details Add Contact Endpoint URL**: https://api.telli.com/v1/add-contact Method**: POST Headers**: Authorization: YOUR-API-KEY Content-Type: application/json Payload**: { "external_contact_id": "string", "salutation": "string", "first_name": "string", "last_name": "string", "phone_number": "string", "email": "jsmith@example.com", "contact_details": {}, "timezone": "string" } Schedule Call Endpoint URL**: https://api.telli.com/v1/schedule-call Method**: POST Headers**: Authorization: YOUR-API-KEY Content-Type: application/json Payload**: { "contact_id": TELLI-CONTACT-ID, "agent_id": "string", "max_retry_days": 123, "call_details": { "message": "Hello, this is your friendly reminder!", "questions": [ { "fieldName": "email", "neededInformation": "email of the customer", "exampleQuestion": "What is your email address?", "responseFormat": "email string" } ] }, "override_from_number": "string" } Use Cases This template is versatile and can be applied to various scenarios, including: Lead Qualification*: Automatically schedule calls to new leads entered in your CRM. Appointment Reminders*: Set up calls to remind clients of upcoming appointments. Customer Feedback*: Schedule follow-up calls after product deliveries or service completions. Uploading Multiple Contacts For bulk operations, you have two options: Loop Node: Include a Loop node in your n8n workflow to process multiple contacts sequentially. Batch Endpoints: Instead of /add-contact and /schedule-call, use telli's batch endpoints: /add-contacts-batch: Add multiple contacts within an array. /schedule-calls-batch: Schedule multiple calls at once. Example of batch endpoint usage: { "contacts": [ {"name": "John Doe", "phone": "+1234567890"}, {"name": "Jane Smith", "phone": "+1987654321"} ] } By leveraging this template, you can seamlessly integrate your Airtable CRM with telli's powerful AI voice-agents, automating your outbound calling process and enhancing your customer communication strategy.

👥 Who Is This For? Sales and marketing teams seeking efficient, hands‑free generation of personalized slide decks for each prospect from CSV lead lists. 🛠 What Problem Does This Solve? Manually editing presentation decks for large lead lists is slow and error‑prone. This workflow fully automates: Importing and parsing CSV lead data Logging leads and outputs in Google Sheets Duplicating a master Slides template per lead Injecting lead‑specific variables into slides 🔄 Node‑by‑Node Breakdown | Step | Node | Purpose | | ---- | ---------------------------------------- | -------------------------------------------------------- | | 1 | New Leads Arrived | Detect new CSV uploads in Drive | | 2 | File Type? | Filter for .csv files only | | 3 | Download by ID | Download the CSV content | | 4 | Create new Sheet | Create a Google Sheet to record lead data | | 5 | Combine Empty New Document with CSV Data | Structure each lead record for slide creation | | 6 | Merge Data for new Lead Document | Map template placeholders to lead values | | 7 | Get all Leads | Retrieve sheet rows to iterate through each lead | | 8 | MoveToLeadListFolder | Move processed CSV to an archive folder | | 9 | Copy Slides Template | Make a copy of the master Slides deck | | 10 | Create Custom Presentation | Replace placeholders in the copied deck with lead data | | 11 | Add Presentation ID to Lead | Write the generated presentation URL back into the Sheet | ⚙️ Pre‑conditions / Requirements n8n with Google Drive, Sheets, and Slides credentials A master Google Slides deck with placeholder tokens (e.g. {{Name}}, {{Company}}) A Drive folder for incoming CSV lead files ⚙️ Setup Instructions Import this workflow into your n8n instance. Configure the New Leads Arrived node to watch your CSV folder. Enter your Google credentials in the Drive, Sheets, and Slides nodes. Specify the master Slides template ID in the Copy Slides Template node. In Create Custom Presentation, map slide tokens to sheet column names. Disable “Keep Binary Data” in Copy Slides Template to conserve memory. Upload a sample CSV (with headers like Name, Company, Metric) to test. 🎨 How to Customize Add or remove variables by editing the CSV headers and updating the mapping in Merge Data for new Lead Document. Insert an AI/natural‑language node before slide creation to generate more advanced and personalized text blocks. Use SplitInBatches to throttle API calls and avoid rate‑limit errors. Add error‑handling branches to capture and log failed operations. 🔐 Security and Privacy The workflow uses placeholder variables for file and folder IDs, so no actual IDs are exposed in the template. Ensure OAuth scopes are limited to only the required Google APIs.

Automating File (Image) Upload to Postimages.org Use Case Manually uploading screenshots or other image files to hosting platforms like Postimages.org can be tedious and time-consuming. This automation simplifies the process by automatically uploading an image to Postimages.org and validating the result, which is especially useful for repetitive QA tasks, reporting, or archiving visual web data. What This Automation Does This automation uploads a screenshot to Postimages.org using the following steps: Creates a browser session using Airtop. Navigates to the Postimages.org upload page. Takes a screenshot using the browser session. Uploads the screenshot to the site via the "Choose images" button. Waits briefly to ensure upload processing. Captures a post-upload screenshot for validation. How It Works Session Initialization: Starts a browser session using the Airtop node. Navigation: Opens the URL https://postimages.org/ in a new window. Screenshot Capture: Takes a screenshot to use for upload. File Upload: Uploads the screenshot to the site using the file upload interaction. Validation: Waits 5 seconds and then captures a second screenshot to confirm the image was uploaded successfully. Setup Requirements Airtop API Key — required for session creation and browser interactions. Next Steps Customize for Other Sites**: Adapt this workflow to automate file uploads to different platforms. Integrate with Reporting Tools**: Combine this automation with workflows that require image reporting or archiving. Enhance Validation**: Add logic to parse the upload confirmation or retrieve the image URL programmatically for logging or sharing. Read more about how to automate file uploads to the web

Who is this for? This template is for sales teams, agencies, or local service providers who want to quickly generate cold outreach lists and automatically call local businesses with a Vapi AI assistant. It’s perfect for automating cold calls from scraped local listings with no manual dialing or research. What problem is this workflow solving? Finding leads and initiating outreach calls can be time-consuming. This workflow automates the process: it scrapes business listings from Google Maps using Dumpling AI, extracts phone numbers, filters out incomplete data, formats the numbers, and uses Vapi to make outbound AI-powered calls. Every call is logged in Google Sheets for follow-up and tracking. What this workflow does Starts manually and pulls search queries (e.g., "plumbers in Austin") from Google Sheets. Sends each query to Dumpling AI’s Google Maps scraping endpoint. Splits the returned business data into individual leads. Extracts key info like business name, website, and phone number. Filters to only keep leads with valid phone numbers. Formats phone numbers for Vapi dialing (adds +1). Calls each business using Vapi AI. Logs each successful call in a Google Sheet. Setup Google Sheets Setup Create a sheet with business search queries in the first column (e.g., best+restaurants+in+Chicago) Make sure the tab name is set and authorized in your credentials. Connect your Google Sheets account in the Get Search Keywords from Google Sheets node. Dumpling AI Setup Go to dumplingai.com Generate an API Key and connect it as a header token in the Scrape Google Map Businesses using Dumpling AI node Vapi Setup Sign into Vapi and create an assistant Get your assistantId and phoneNumberId Insert these into the JSON payload of the Initiate Vapi AI Call to Business node Add your Vapi API key to the credentials section Call Logging Create another tab in your sheet (e.g., “leads”) with these headers: company name phone number website This will be used in the Log Called Business Info to Sheet node How to customize this workflow to your needs Modify the business search terms in your Google Sheet to target specific industries or locations. Add filters to exclude certain businesses based on ratings, keywords, or location. Update your Vapi assistant script to match the type of outreach or pitch you’re using. Add additional integrations (e.g., CRM logging, Slack notifications, follow-up emails). Change the trigger to run on a schedule or webhook instead of manually. Nodes and Functions Breakdown Start Workflow Manually: Initiates the automation manually for testing or controlled runs. Get Search Keywords from Google Sheets: Reads search phrases from the spreadsheet. Scrape Google Map Businesses using Dumpling AI: Sends each search query to Dumpling AI and receives matching local business data. Split Each Business Result: Breaks the returned array of businesses into individual records for processing. Extract Business Name, Phone and website: Extracts title, phone, and website from each business record. Filter Valid Phone Numbers Only: Ensures only entries with a phone number move forward. Format Phone Number for Calling: Adds a +1 country code and strips non-numeric characters. Initiate Vapi AI Call to Business: Uses the business name and number to initiate a Vapi AI outbound call. Log Called Business Info to Sheet: Appends business details into a Google Sheet for tracking. Notes You must have valid API keys and authorized connections for Dumpling AI, Google Sheets, and Vapi. Make sure to handle API rate limits if you're running the workflow on large datasets. This workflow is optimized for US-based leads (+1 country code); adjust the formatting node if calling internationally.

🕒 Evaluate Tesla (TSLA) price action and market structure on the 1-hour timeframe using 6 real-time indicators. This sub-agent is designed to feed mid-term technical insights into the Tesla Financial Market Data Analyst Tool. It uses GPT-4.1 to interpret Alpha Vantage indicator data delivered via secure webhooks. ⚠️ This workflow is not standalone and is executed via Execute Workflow. 🔌 Requires: Tesla Quant Technical Indicators Webhooks Tool Alpha Vantage Premium API Key 🔧 Connected Indicators This tool fetches and analyzes the latest 20 datapoints for: RSI (Relative Strength Index)** MACD (Moving Average Convergence Divergence)** BBANDS (Bollinger Bands)** SMA (Simple Moving Average)** EMA (Exponential Moving Average)** ADX (Average Directional Index)** 📋 Sample Output { "summary": "TSLA is gaining strength on the 1-hour chart. RSI is rising, MACD has crossed bullish, and BBANDS are widening.", "timeframe": "1h", "indicators": { "RSI": 62.1, "BBANDS": { "upper": 176.90, "lower": 169.70, "middle": 173.30, "close": 176.30 }, "SMA": 174.20, "EMA": 175.60, "ADX": 27.5, "MACD": { "macd": 0.84, "signal": 0.65, "histogram": 0.19 } } } 🧠 Agent Components | Component | Role | | ------------------------------ | -------------------------------------------------- | | 1hour Data | Pulls Alpha Vantage indicator data via webhook | | Tesla 1hour Indicators Agent | Interprets signals using structured GPT-4.1 prompt | | OpenAI Chat Model | GPT-4.1 LLM performs analysis | | Simple Memory | Maintains session context | 🛠️ Setup Instructions Import Workflow into n8n Name it: Tesla_1hour_Indicators_Tool Install the Webhook Fetcher Tool 👉 Required: Tesla_Quant_Technical_Indicators_Webhooks_Tool This agent expects webhook /1hourData to return pre-cleaned data Add Credentials Alpha Vantage Premium API Key (via HTTP Query Auth) OpenAI GPT-4.1 credentials Configure for Sub-Agent Use Triggered only via Execute Workflow from: 👉 Tesla Financial Market Data Analyst Tool Inputs: message (optional) sessionId (required for memory linkage) 📌 Sticky Notes Overview 🟢 Trigger Setup – Activated only by the parent agent 📊 1h Webhook Fetcher – Calls Alpha Vantage via secured endpoint 🧠 AI Agent Summary – Interprets trend/momentum from indicator data 🔗 GPT Model Notes – GPT-4.1 parses and explains technical alignment 📘 Documentation Sticky – Embedded in canvas with full walkthrough 🔐 Licensing & Support © 2025 Treasurium Capital Limited Company This tool is part of a proprietary multi-agent AI architecture. No commercial reuse or redistribution permitted. 🔗 Author: Don Jayamaha 🔗 Templates: https://n8n.io/creators/don-the-gem-dealer/ 🚀 Detect TSLA trend shifts and validate setups with 1-hour technical clarity—powered by Alpha Vantage + GPT-4.1. This tool is required by the Tesla Financial Market Data Analyst Tool.

Intro This template is for teams, individuals, or businesses who want to automatically send daily email reminders (e.g., updates, status alerts, follow‑ups) using n8n + Gmail. How it works Cron Trigger fires every day at your specified time. Google Sheets node reads all rows from your sheet. If node filters rows matching your condition (e.g., Status = "Pending"). Send a message (Gmail) sends a customized email to each filtered row. Required Google Sheet Structure | Column Name | Type | Example | Notes | |-------------|--------|--------------------------|------------------------------------| | Email | string | user@example.com | Recipient email address | | Status | string | Pending | Filter criterion | | Subject | string | Daily Status Update | Email subject (supports variables) | | Body | string | “Please update your task”| Email body (text or HTML) | Detailed Setup Steps Google Sheets Build your sheet with the columns above. In n8n → Credentials, add Google Sheets API (avoid sensitive names). Gmail In n8n → Credentials → Gmail (OAuth2 or SMTP), connect your account. Do not include your real email in the credential name. Import & Configure Export the workflow JSON (three‑dot menu → Export). Paste it under Template Code in the Creator form. In each node, select your Google Sheets and Gmail credentials. Sticky Notes On the If node: “Defines which rows to email.” On the Gmail node: “Sends the email.” Customization Guidance Adjust schedule: change the Cron expression in **Cron Trigger. Modify filter: edit the condition in the **If node. Customize email**: use expressions like {{$node["Get row(s) in sheet"].json["Subject"]}}. Troubleshooting Verify the Google Sheet is shared with the connected service account. Check your Cron timezone and expression. Ensure Gmail credentials are valid and not rate‑limited. Security & Best Practices Remove** any real email addresses and sheet IDs. Use** n8n Credentials or environment variables—never hard‑code secrets. Add** sticky notes for any complex logic.

📅 Analyze Tesla’s daily trading structure with AI using 6 Alpha Vantage indicators. This tool evaluates long-term trend health, volatility patterns, and potential reversal signals at the 1-day timeframe. Designed for use within the Tesla Financial Market Data Analyst Tool, this agent helps swing and position traders anchor macro sentiment. ⚠️ Not standalone. Must be executed via Execute Workflow 🔌 Requires: Tesla Quant Technical Indicators Webhooks Tool Alpha Vantage Premium API Key OpenAI GPT-4.1 credentials 🔍 What It Does This tool queries a secured webhook (/1dayData) to retrieve real-time, trimmed JSON data for: RSI (Relative Strength Index)** BBANDS (Bollinger Bands)** SMA (Simple Moving Average)** EMA (Exponential Moving Average)** ADX (Average Directional Index)** MACD (Moving Average Convergence Divergence)** These values are then passed to a LangChain AI Agent powered by GPT-4.1, which returns: A 2–3 sentence market condition summary Structured indicator values Timeframe tag ("1d") 📋 Sample Output { "summary": "TSLA shows consolidation on the daily chart. RSI is neutral, BBANDS are contracting, and MACD is flattening.", "timeframe": "1d", "indicators": { "RSI": 51.3, "BBANDS": { "upper": 192.80, "lower": 168.20, "middle": 180.50, "close": 179.90 }, "SMA": 181.10, "EMA": 179.75, "ADX": 15.8, "MACD": { "macd": -0.25, "signal": -0.20, "histogram": -0.05 } } } 🧠 Agent Components | Component | Description | | ----------------------------- | -------------------------------------------------- | | 1day Data (HTTP Node) | Pulls latest data from secured /1dayData webhook | | OpenAI Chat Model | GPT-4.1 powers the analysis logic | | Tesla 1day Indicators Agent | LangChain agent performing interpretation | | Simple Memory | Short-term session continuity | 🛠️ Setup Instructions Import Workflow into n8n Name: Tesla_1day_Indicators_Tool Add Required Credentials Alpha Vantage Premium (via HTTP Query Auth) OpenAI GPT-4.1 (Chat Model) Install Webhook Fetcher Required: Tesla Quant Technical Indicators Webhooks Tool Endpoint /1dayData must be active Execution Context This tool is only triggered via: 👉 Tesla Financial Market Data Analyst Tool Inputs expected: message: optional context sessionId: session memory linkage 📌 Sticky Notes Overview 📘 Tesla 1-Day Indicators Tool – Purpose and integration 📡 Webhook Fetcher – Pulls daily Alpha Vantage data via HTTPS 🧠 GPT-4.1 Model – Reasoning for trend classification 🔗 Sub-Agent Trigger – Used only by Financial Market Analyst 🧠 Memory Buffer – Ensures consistent session logic 🔒 Licensing & Support © 2025 Treasurium Capital Limited Company This workflow—including prompts, logic, and formatting—is protected IP. 🔗 Don Jayamaha – LinkedIn 🔗 Creator Profile 🚀 Evaluate long-term Tesla price behavior with AI-enhanced technical analysis—critical for swing trading strategy. Required by the Tesla Financial Market Data Analyst Tool.

This is a response chatbot in public channels through slash commands. I explain more in detail through the YouTube video, but it's only available in Korean. How it works? When you request the created slash command in Slack, the request comes to the webhook. Then, the Switch Node branches appropriately according to each slash command request. Here, a slash command called /ask is connected to the chatbot, and the chatbot generates answers to the questions asked. The final node responds to the channel. Set up steps Create a Slack app. Add chat:write permission in Slack OAuth&Permissions>Scopes. Create a Command in Slack Slash Commands menu and enter the n8n Webhook node's URL. Complete creating the Slash Commands. Enter the created command in the Switch node. 슬래시 커맨드를 통한 공개 채널에서의 응답 챗봇 입니다. 유튜브 영상에 더 자세하게 설명 드립니다. 설명 슬랙에 생성한 슬래시 커맨드를 슬랙에서 요청하면 웹훅에 요청이 들어옵니다. 이후 Switch Node에서 각 슬래시 커맨드의 요청에 따라 알맞게 분기합니다. 여기에서는 /ask​라는 슬래시 커맨드가 챗봇으로 연결되어 있고, 챗봇에서 질문한 내용의 답변을 생성합니다. 마지막 노드에서 채널로 응답을 합니다. 설정 방법 Slack 앱을 만드세요. Slack OAuth&Permissions>Scopes 에서 chat:write 권한을 추가하세요. Slack Slash Commands 메뉴에서 Command를 생성하고, n8n Webhook 노드의 url을 입력하세요. Slash Slash Commands 생성을 완료하세요. Switch 노드에 생성한 커맨드를 입력하세요.

✨ AI Client Onboarding Agent: Auto Welcome Email Generator Transform your client onboarding from manual follow-up into an intelligent automation system. This streamlined n8n workflow monitors Google Forms submissions, generates personalized welcome emails with onboarding checklists using AI, and delivers professional first impressions instantly to every new client. 🔄 How It Works This efficient 6-step automation ensures no new client is ever missed: Step 1: Continuous Form Monitoring The workflow monitors your Google Sheets (connected to Google Forms) every minute, instantly detecting new client submissions and triggering the onboarding process. Step 2: Intelligent Data Processing Client information is automatically extracted and formatted from form responses, including name, email, company details, service requirements, and special onboarding notes. Step 3: Dynamic Checklist Generation A comprehensive 6-step onboarding checklist is created, covering essential phases from account setup through first milestone review, ensuring consistent client experiences. Step 4: AI-Powered Email Creation Google Gemini generates personalized welcome emails featuring: Custom greetings using the client's actual name Service-specific onboarding instructions Professional checklist formatting Company-branded messaging and signatures Contextual guidance based on their specific needs Step 5: Instant Email Delivery Welcome emails are automatically sent to new clients within minutes of form submission, creating immediate engagement and professional first impressions. Step 6: Robust Error Handling Built-in error monitoring ensures workflow reliability, with automatic failure detection and recovery processes to prevent missed onboarding opportunities. ⚙️ Setup Steps Prerequisites Google Workspace account for Forms, Sheets, and Gmail Google Gemini API access for email generation n8n instance (cloud or self-hosted) Basic understanding of Google Forms and Sheets integration Required Google Forms Structure Create a client intake form with these essential fields: 📝 Required Form Fields: Client Name (Short answer text) Email Address (Email field with validation) Company Name (Short answer text) Services Needed (Paragraph text or multiple choice) Any Other Onboarding Info (Optional paragraph text) Form Settings: Enable "Collect email addresses" for verification Set responses to automatically populate Google Sheets Configure confirmation message for client experience Add form validation for required fields Configuration Steps 1. Credential Setup Google Sheets OAuth2**: Monitor form responses and access client data Google Gemini API Key**: Generate intelligent, personalized email content Gmail OAuth2**: Send automated welcome emails with professional formatting Google Forms Integration**: Ensure seamless data flow from forms to sheets 2. Google Sheets Configuration Verify your form responses sheet contains proper column headers: | Timestamp | Client name | email | Company Name | Services Needed | Any other onboarding info | 3. Onboarding Checklist Customization Default 6-step checklist includes: Account Setup**: User accounts, access credentials, initial configurations Welcome Call Scheduled**: Personal introduction and expectations setting Document Collection**: Contracts, requirements, project specifications Service Configuration**: Platform setup, integrations, custom settings Onboarding Session**: Training, walkthrough, initial guidance First Milestone Review**: Progress check, feedback collection, next steps 4. Email Template Personalization AI email generation can be customized for: Service-Specific Content**: Different messaging for different service types Company Branding**: Consistent voice, tone, and visual identity Client Segmentation**: Premium vs standard client experiences Industry Customization**: Specialized language for different business sectors 5. Workflow Activation and Testing Import workflow JSON into your n8n instance Configure all credential connections and verify permissions Test with sample form submissions to ensure accuracy Activate Google Sheets trigger for continuous monitoring 🚀 Use Cases Professional Service Providers Consultants**: Streamline client onboarding for multiple service offerings Agencies**: Maintain consistent welcome experiences across all new accounts Freelancers**: Create professional first impressions without manual effort Coaches**: Ensure every new client receives immediate, personalized guidance SaaS & Technology Companies Software Platforms**: Welcome new users with setup instructions and support App Developers**: Guide users through initial configuration and features Tech Consultants**: Provide immediate next steps for technical implementations Digital Services**: Establish clear expectations and timelines from day one Education & Training Organizations Online Course Creators**: Welcome students with course access and schedules Training Companies**: Provide immediate onboarding for corporate clients Educational Consultants**: Guide parents and students through program enrollment Certification Programs**: Establish clear pathways for certification completion Healthcare & Wellness Wellness Coaches**: Welcome new clients with program overviews and expectations Healthcare Practices**: Streamline patient onboarding with forms and procedures Therapy Practices**: Provide immediate guidance for new patient relationships Fitness Trainers**: Establish workout schedules and goal-setting sessions Financial Services Financial Advisors**: Welcome new clients with account setup and meeting scheduling Insurance Agents**: Guide clients through policy setup and documentation Accounting Firms**: Establish bookkeeping processes and document collection Investment Firms**: Provide immediate next steps for portfolio management 🔧 Advanced Customization Options Multi-Service Workflow Management Create specialized onboarding paths: Service Type Detection: Analyze form responses to determine service category Conditional Checklists: Generate different steps based on service requirements Tiered Onboarding: Premium clients receive enhanced welcome experiences Industry-Specific Templates: Customize messaging for different business sectors Enhanced Client Communication Expand beyond basic welcome emails: Multi-Step Email Sequences**: Follow-up emails for incomplete onboarding steps Calendar Integration**: Automatic welcome call scheduling with calendar links Document Sharing**: Automated access to onboarding portals and resources Progress Tracking**: Client-facing dashboards showing onboarding completion Team Collaboration Features Keep your team informed and engaged: Slack Notifications**: Alert team members about new client onboarding Task Assignment**: Automatically create tasks in project management tools CRM Integration**: Push new client data to Salesforce, HubSpot, or Pipedrive Calendar Scheduling**: Book welcome calls across team member calendars Quality Assurance & Analytics Monitor and improve onboarding effectiveness: Email Delivery Tracking**: Monitor open rates and engagement metrics Onboarding Completion Rates**: Track which clients complete all steps Response Time Analysis**: Measure speed from form submission to email delivery Client Feedback Integration**: Collect and analyze onboarding experience ratings 📊 Generated Email Examples Standard Service Welcome: Hi Sarah Johnson, Welcome to our service! We're excited to work with Digital Marketing Solutions on your upcoming project. Based on your submission, here's your personalized onboarding checklist: ✅ ONBOARDING CHECKLIST Account Setup - We'll create your project dashboard and send login credentials Welcome Call Scheduled - Let's discuss your goals and timeline in detail Document Collection - We'll gather all necessary project requirements and assets Service Configuration - Our team will customize our approach for your specific needs Onboarding Session - We'll walk you through our process and answer any questions First Milestone Review - We'll schedule a check-in to ensure everything is progressing smoothly Your project details: • Services Needed: SEO optimization and content strategy • Special Requirements: Focus on local search rankings What's next? Our team will reach out within 24 hours to schedule your welcome call and begin the account setup process. Best regards, Your Digital Marketing Solutions Team Premium Client Welcome: Hi Michael Chen, Welcome to our premium service tier! We're thrilled to partner with Tech Innovations Inc. on this exciting project. Your VIP onboarding experience includes: 🌟 PREMIUM ONBOARDING CHECKLIST Priority Account Setup - Dedicated account manager assignment within 2 hours Executive Welcome Call - Direct access to our senior team for strategic discussion Expedited Document Collection - Streamlined process with dedicated support Custom Service Configuration - Tailored solutions designed specifically for your needs Comprehensive Onboarding Session - Extended session with our technical experts Weekly Milestone Reviews - Regular check-ins to ensure optimal progress Your premium benefits: • Dedicated account manager: Will be assigned today • Priority support: 4-hour response time guarantee • Custom reporting: Weekly progress dashboards Next steps: Your dedicated account manager will contact you within 2 hours to schedule your executive welcome call. Best regards, Your Tech Innovations Inc. Premium Team 🛠️ Troubleshooting & Best Practices Common Issues & Solutions Google Forms Integration Field Mapping**: Ensure form field names exactly match workflow expectations Response Timing**: Verify Google Sheets updates immediately after form submission Permission Issues**: Confirm n8n has proper access to Google Workspace services Data Validation**: Implement form validation to prevent incomplete submissions Email Delivery Challenges Gmail Limits**: Monitor daily sending limits and implement appropriate delays Spam Prevention**: Use professional email templates and avoid promotional language Email Formatting**: Ensure AI-generated content maintains professional appearance Delivery Confirmation**: Implement tracking for email delivery and open rates AI Content Quality Prompt Refinement**: Continuously improve AI prompts based on output quality Brand Consistency**: Ensure generated emails match your company voice and tone Template Variations**: Create multiple templates for different service types Quality Review**: Implement periodic manual review of AI-generated content Optimization Strategies Response Time Enhancement Trigger Frequency**: Balance monitoring frequency with system resources Processing Efficiency**: Optimize data transformation steps for faster execution Error Recovery**: Implement retry logic for failed email deliveries Queue Management**: Handle high-volume periods with intelligent batching Client Experience Improvement Personalization Depth**: Use all available form data for maximum personalization Follow-up Automation**: Create additional workflows for onboarding step completion Feedback Collection**: Gather client feedback on onboarding experience quality Continuous Improvement**: Regular review and refinement of onboarding processes Business Process Integration CRM Synchronization**: Ensure new client data flows to all relevant systems Team Workflows**: Integrate onboarding triggers with internal task management Resource Allocation**: Automatically assign team members based on service types Progress Tracking**: Implement systems to monitor onboarding completion rates 📈 Success Metrics Efficiency Improvements Response Time**: Reduce new client response time from hours to minutes Consistency**: Achieve 100% consistent welcome experience for all new clients Team Productivity**: Eliminate manual onboarding email creation entirely Error Reduction**: Prevent missed follow-ups and incomplete onboarding processes Client Experience Measurements First Impression Quality**: Measure client satisfaction with initial welcome experience Onboarding Completion**: Track percentage of clients completing all onboarding steps Engagement Rates**: Monitor email open rates and response rates to welcome messages Time to Value**: Measure how quickly new clients achieve first project milestones 📞 Questions & Support Need assistance with your AI Client Onboarding Agent setup or optimization? 📧 Expert Implementation Support Email**: Yaron@nofluff.online Response Time**: Within 24 hours on business days Specialization**: Client onboarding automation, AI email generation, Google Workspace integration 🎥 Comprehensive Learning Resources YouTube Channel**: https://www.youtube.com/@YaronBeen/videos Complete setup and configuration tutorials for Google Forms and Sheets Advanced AI prompt engineering for personalized client communications Integration guides for popular CRM and project management platforms Best practices for professional service provider automation Troubleshooting common Google Workspace and Gmail integration issues 🤝 Professional Community & Networking LinkedIn**: https://www.linkedin.com/in/yaronbeen/ Connect for ongoing client onboarding automation support and consulting Share your client acquisition and onboarding success stories Access exclusive workflow templates for different service industries Join discussions about client experience automation and business growth 💬 Support Request Best Practices Include in your support message: Your service type and typical client onboarding process Current client volume and expected growth projections Specific customization requirements for your industry Integration needs with existing CRM or project management tools Any technical errors or workflow execution issues Ready to create unforgettable first impressions for every new client? Deploy this AI Client Onboarding Agent and transform your client acquisition process into a seamless, professional experience that starts strong relationships from day one!

🎬 TikTok Influencer Scraper (URL Input) via Bright Data + n8n & Sheets A comprehensive n8n automation that scrapes TikTok influencer profiles using Bright Data's TikTok dataset and automatically saves detailed profile information to Google Sheets. 📋 Overview This workflow provides an automated TikTok influencer data collection solution that scrapes comprehensive profile information and saves it to Google Sheets. Perfect for influencer marketing research, competitor analysis, social media monitoring, and marketing campaign planning. ✨ Key Features 📝 Form-Based Input: Simple web form to submit TikTok profile URLs 🤖 Bright Data Integration: Uses Bright Data's TikTok dataset for reliable scraping ⏳ Status Monitoring: Intelligent polling system to check scraping progress 🔄 Retry Logic: Automatic retry mechanism with 30-second intervals 📊 Data Extraction: Comprehensive profile data including engagement metrics 📈 Google Sheets Storage: Automatic data storage and organization ⚡ Error Handling: Built-in error handling and status reporting 🎯 Custom Fields: Configurable output fields for specific data needs 🎯 What This Workflow Does Input Profile URLs**: TikTok profile URLs submitted through web form Custom Fields**: Configurable data fields for extraction Country Settings**: Geo-targeting for accurate data collection Processing Form Submission: User submits TikTok profile URL through web form API Trigger: Sends profile data to Bright Data for scraping Status Polling: Continuously checks scraping progress Wait & Retry: Implements 30-second delays between status checks Data Retrieval: Fetches complete profile data when ready Sheet Update: Saves extracted data to Google Sheets Status Reporting: Provides completion status and messages Output Data Points | Field | Description | Example | |-------|-------------|---------| | Account ID | Unique TikTok account identifier | @username123 | | Nickname | Display name on profile | "John Doe" | | Biography | Profile bio/description | "Content creator & influencer" | | Followers | Number of followers | 1,250,000 | | Following | Number of accounts following | 500 | | Likes | Total likes across all videos | 50,000,000 | | Videos Count | Total number of videos posted | 1,200 | | Profile URL | Direct link to TikTok profile | https://www.tiktok.com/@username | | Profile Picture | Profile image URL | https://p16-sign-sg.tiktokcdn.com/... | | Profile Picture HD | High-definition profile image | https://p16-sign-sg.tiktokcdn.com/... | | Is Verified | Verification status | true/false | | Bio Link | External link in bio | https://linktr.ee/username | | Like Engagement Rate | Engagement rate based on likes | 5.2% | | Comment Engagement Rate | Engagement rate based on comments | 2.1% | | Top Videos | List of top performing videos | [video_objects] | | Region | Geographic region | "US" | | Is Under Age 18 | Age status indicator | true/false | 🚀 Setup Instructions Prerequisites n8n instance (self-hosted or cloud) Google account with Sheets access Bright Data account with TikTok dataset access Valid TikTok profile URLs for testing 10-15 minutes for setup Step 1: Import the Workflow Copy the JSON workflow code from the provided file In n8n: Workflows → + Add workflow → Import from JSON Paste JSON and click Import Step 2: Configure Bright Data Set up Bright Data credentials: In n8n: Credentials → + Add credential → HTTP Request Generic Credential Name: "Bright Data API" Authentication: Bearer Token Token: Your Bright Data API key Test the connection Configure dataset: Ensure you have access to TikTok dataset (gd_l1villgoiiidt09ci) Verify dataset permissions in Bright Data dashboard Check dataset limits and pricing Step 3: Configure Google Sheets Integration Create a Google Sheet: Go to Google Sheets Create a new spreadsheet named "TikTok Influencer Data" Create a sheet tab named "TikTok profile by url" Copy the Sheet ID from URL: https://docs.google.com/spreadsheets/d/SHEET_ID_HERE/edit Set up Google Sheets credentials: In n8n: Credentials → + Add credential → Google Sheets OAuth2 API Complete OAuth setup and test connection Prepare your data sheet with columns: Column A: Account ID Column B: Nickname Column C: Biography Column D: Followers Column E: Following Column F: Likes Column G: Videos Count Column H: Profile URL Column I: Is Verified Column J: Bio Link Column K: Like Engagement Rate Column L: Comment Engagement Rate Column M: Region Column N: Status Column O: Message Step 4: Update Workflow Settings Update API credentials: Open "Sends profile URLs to Bright Data to trigger scraping" node Replace BRIGHT_DATA_API_KEY with your actual API key Update dataset ID if different Update Google Sheets nodes: Open "Google Sheets" node Replace document ID: 1OeqtCFm4Wek9DI5YFOWQXTpQJS-SJxC10iAPKEKkmiY Select your Google Sheets credential Choose the correct sheet/tab name Configure form settings: Open "Search by Profile URL" node Customize form title and field labels as needed Note the webhook URL for form access Step 5: Test & Activate Add test profiles: Access the form using the webhook URL Submit 1-2 TikTok profile URLs for testing Use full URLs (e.g., https://www.tiktok.com/@username) Test the workflow: Submit a test profile through the form Monitor execution in n8n Verify data appears in Google Sheet Check for any error messages 📖 Usage Guide Submitting TikTok Profiles Navigate to your form URL (found in Form Trigger node) Enter TikTok profile URL in the format: https://www.tiktok.com/@username Click Submit to start the scraping process Wait for processing (typically 1-3 minutes) Understanding the Process The workflow follows this sequence: Form Submission → Profile URL captured API Trigger → Scraping job submitted to Bright Data Status Polling → Checks every 30 seconds if data is ready Data Retrieval → Fetches complete profile information Sheet Update → Saves data to Google Sheets Monitoring Progress Check n8n execution logs for real-time status Bright Data dashboard shows scraping progress Google Sheets will populate when data is ready Status column shows "ready" when complete Reading the Results Your Google Sheet will show: Complete TikTok profile information Engagement metrics and statistics Profile verification status Bio links and external connections Timestamp of data collection 🔧 Customization Options Adding More Data Points Edit the JSON body in "Sends profile URLs to Bright Data" node to include additional fields: "custom_output_fields": [ "account_id", "nickname", "biography", "followers", "following", "likes", "videos_count", "language", "creation_time", "last_post_time", "avg_video_duration", "hashtags_used", "music_used" ] Modifying Input Parameters Customize the scraping parameters: Country targeting**: Change "country" field in input Search limits**: Adjust "limit_per_input" value Discovery method**: Modify "discover_by" parameter Error handling**: Toggle "include_errors" setting Batch Processing Multiple Profiles To process multiple profiles simultaneously: Modify the input array in the API call Add multiple profile URLs in single request Implement loop logic for processing results Add rate limiting between requests Custom Form Fields Enhance the form with additional inputs: Open "Search by Profile URL" node Add form fields for: Country selection Number of videos to analyze Specific date ranges Custom tags or categories 🚨 Troubleshooting Common Issues & Solutions "Bright Data connection failed" Cause: Invalid API credentials or dataset access Solution: Verify API key in Bright Data dashboard, check dataset permissions "Profile not found or private" Cause: Invalid TikTok URL or private profile Solution: Verify profile URL format, ensure profile is public "Google Sheets permission denied" Cause: Incorrect credentials or sheet permissions Solution: Re-authenticate Google Sheets, check sheet sharing settings "Scraping timeout" Cause: Profile data taking too long to process Solution: Increase wait time or implement longer polling intervals "Invalid dataset ID" Cause: Incorrect or expired dataset configuration Solution: Check Bright Data dashboard for correct dataset ID "Form submission failed" Cause: Webhook configuration issues Solution: Verify webhook URL and form trigger settings Advanced Troubleshooting Check execution logs** in n8n for detailed error messages Test individual nodes** by running them separately Verify data formats** ensure URLs are properly formatted Monitor API limits** check Bright Data usage quotas Add error handling** implement try-catch logic for robust operation 📊 Use Cases & Examples 1. Influencer Marketing Research Goal: Identify and analyze potential influencers for campaigns Research influencers in specific niches Analyze engagement rates and audience size Compare multiple influencers for campaign selection Track influencer growth over time 2. Competitive Analysis Goal: Monitor competitors' TikTok presence and performance Track competitor follower growth Analyze content strategies and engagement Monitor posting frequency and timing Identify trending content themes 3. Social Media Monitoring Goal: Track brand mentions and user-generated content Monitor branded hashtag usage Track brand advocates and micro-influencers Analyze sentiment and engagement patterns Identify trending topics in your industry 4. Market Research Pipeline Goal: Gather social media intelligence for business decisions Analyze target audience behavior Study content preferences and trends Generate reports for stakeholders Support marketing strategy development ⚙ Advanced Configuration Rate Limiting and Performance To optimize for large-scale scraping: Adjust wait times between status checks Implement exponential backoff for retries Add batch processing for multiple profiles Monitor API usage to avoid limits Data Validation and Cleaning Enhance data quality with validation: Add data type validation for numeric fields Implement URL format checking Clean and standardize text fields Add data completeness checks Integration with Business Tools Connect the workflow to your existing systems: CRM Integration**: Update customer records with influencer data Slack Notifications**: Send alerts when new data is available Database Storage**: Store data in PostgreSQL/MySQL for analysis BI Tools**: Connect to Tableau/Power BI for visualization Webhook Integration For real-time updates: Add webhook triggers for immediate profile checks Integrate with external systems via webhooks Create API endpoints for programmatic access Implement authentication for secure access 📈 Performance & Limits Expected Performance Single Profile**: 30-60 seconds average processing time Concurrent Requests**: 5-10 simultaneous (depends on Bright Data plan) Data Accuracy**: 95%+ for public TikTok profiles Success Rate**: 90%+ for accessible profiles Daily Capacity**: 100-1000 profiles (depends on rate limits) Resource Usage Memory**: ~50MB per execution Storage**: Minimal (data stored in Google Sheets) API Calls**: 3-5 Bright Data calls per profile (including status checks) Bandwidth**: ~1-2MB per profile scraped Execution Time**: 1-2 minutes per profile Scaling Considerations Rate Limiting**: Add delays for high-volume scraping Error Handling**: Implement retry logic for failed requests Data Validation**: Add checks for malformed profile data Monitoring**: Track success/failure rates over time Cost Optimization**: Monitor API usage to control costs 🤝 Support & Community Getting Help n8n Community Forum**: community.n8n.io Documentation**: docs.n8n.io Bright Data Support**: Contact through your dashboard GitHub Issues**: Report bugs and feature requests Contributing Share improvements with the community Report issues and suggest enhancements Create variations for specific use cases Document best practices and lessons learned 📋 Quick Setup Checklist Before You Start ☐ n8n instance running (self-hosted or cloud) ☐ Google account with Sheets access ☐ Bright Data account with TikTok dataset access ☐ Valid TikTok profile URLs for testing ☐ 15 minutes for setup Setup Steps ☐ Import Workflow - Copy JSON and import to n8n ☐ Configure Bright Data - Set up API credentials and test ☐ Create Google Sheet - New sheet with proper column structure ☐ Set up Google Sheets credentials - OAuth setup and test ☐ Update workflow settings - Replace sheet ID and API keys ☐ Test with sample profiles - Submit 1-2 URLs and verify results ☐ Activate workflow - Enable form trigger for production use Ready to Use! 🎉 Your form URL: https://your-n8n-instance.com/form/[webhook-id] 🎯 Happy TikTok Scraping! This workflow provides a solid foundation for automated TikTok influencer data collection. Customize it to fit your specific needs and use cases for influencer marketing, competitive analysis, and social media research.

Overview This n8n workflow retrieves AI agent chat memory logs stored in Postgres and pushes them to Google Sheets, creating one sheet per session. It’s useful for teams building chat-based products or agents and needing to review or analyze session logs in a collaborative format. Who is it for Anyone with an AI Agent in Production storing the conversation logs in Postgres (or Supabase) who wants to see transcript and have control Product teams building AI agents or assistants. Teams that want to centralize conversation history for analysis or support. Anyone managing AI chat memory and needing to explore it in a spreadsheet. Prerequisites A Postgres database with a n8n_chat_histories table with an AI Agent connected to it. If you need an example, you can follow this tutorial Once done, you need to run the Postgresql query to add the created_at column (see Setup > Add a datetime column) Google Sheets access and OAuth credentials connected to n8n. A Google Sheets document set up as a template (see below). Google Sheets Template This workflow expects a Google Sheets file where each session will be stored in its own tab. A basic tab layout is duplicated and renamed with the session ID. 👉 Use this template as a starting point Note: You can hide the template after the first tabs have been created How it works Trigger The workflow can be launched manually or on a schedule (e.g. daily at noon). Retrieve sessions Runs a SQL query to get distinct session_id values from the n8n_chat_histories table. Loop over sessions For each session: Clears the corresponding sheet (if it exists). Duplicates the template tab. Renames it with the current session_id. Fetch messages Selects all messages linked to the session from Postgres. Append to sheet Adds each message to the Google Sheet with columns: Who: speaker role (user, assistant, etc.) Message: text content Date: timestamp from created_at, formatted yyyy-MM-dd hh:mm:ss Notes The sheet is cleared and rebuilt each run to ensure logs are up-to-date. If a sheet for a session doesn’t exist, it will be created by duplicating the first tab (template) You can group sessions under a persistent ID (like user_id) by overriding session_id in your memory config. Works perfectly with Supabase by using PG credentials from the connection pooler. 👉 If you're looking for a solution to better visualize and analyse conversations, reach out to us!