Workflow Templates

Overview This workflow automates the process of sending personalized cold email sequences to your prospects. It fetches un-emailed leads from your Google Sheet, validates their email addresses, and then dispatches tailored emails according to a predefined schedule. It updates your CRM (Google Sheet) with the status of each sent email, ensuring your outreach efforts are tracked and efficient. Use Case This workflow is perfect for: Sales Teams**: Automate the delivery of multi-stage cold email campaigns to a large volume of leads. Business Development**: Nurture prospects over time with a structured email sequence. Recruiters**: Send out introductory emails to potential candidates for open positions. Marketers**: Distribute personalized outreach for events, content, or product launches. Anyone doing cold outreach**: Ensure consistent follow-up and track email performance without manual effort. How It Works Scheduled Trigger: The workflow is set to run automatically at a defined interval (e.g., every 6 hours, as currently configured by the "Set Timer" node). This ensures regular outreach without manual intervention. Fetch Unsent Emails: The "Get Emails" node queries your Google Sheet to identify prospects who haven't yet received the current email in the sequence (i.e., "Email Sent " is "No"). Control Volume: A "Limit" node can be used to control the number of emails sent in each batch, preventing you from sending too many emails at once and potentially hitting sending limits. Loop Through Prospects: The "Loop Over Items" node processes each selected prospect individually. Email Validation (Conditional Send): An "If" node checks if the prospect's "Email Address" is valid and exists. This prevents sending emails to invalid addresses, improving deliverability. Send Email: "Send Email" Node: For valid email addresses, this node dispatches the personalized email to the prospect. It retrieves the recipient's email, subject, and body from your Google Sheet. "connect" Node: (Note: The provided JSON uses a generic emailSend node named "connect" that links to an SMTP credential. This represents the actual email sending mechanism, whether it's Gmail or a custom SMTP server.) Update CRM: After successfully sending an email, the "Update Records" node updates your Google Sheet. It marks the "Email Sent " column as "Yes" and records the "Sent on" timestamp and a "Message Id" for tracking. Delay Between Sends: A "Wait" node introduces a delay between sending emails to individual prospects. This helps mimic human sending behavior and can improve deliverability. How to Set It Up To set up your Automated Cold Email Sender, follow these steps: Google Sheet Setup: Duplicate the Provided Template: Make a copy of the Google Sheet Template (1TjXelyGPg5G8lbPDI9_XOReTzmU1o52z2R3v8dYaoQM) into your own Google Drive. This sheet should contain columns for "Name", "Email Address ", "Sender Email", "Email Subject", "Email Body", "Email Sent ", "Sent on", and "Message Id". Connect Google Sheets: Ensure your Google Sheets OAuth2 API credentials are set up in n8n and linked to the "Get Emails" and "Update Records" nodes. Update Sheet IDs: In both "Get Emails" and "Update Records" nodes, update the documentId with the ID of your copied template. Email Sending Service Credentials: Gmail: If using Gmail, ensure your Gmail OAuth2 credentials are configured and connected to the "Send Email" node (or the "connect" node, if that's your chosen sender). Other Email Services (SMTP): If you use a different email service, you'll need to set up an SMTP credential in n8n and connect it to the "connect" node. Refer to the "Sticky Note4" for guidance on non-Google email services. Configure Timer: In the "Set Timer" node, adjust the hoursInterval or other time settings to define how frequently you want the email sending process to run (e.g., every 6 hours, once a day, etc.). Control Volume (Optional): In the "Limit" node, you can set the maxItems to control how many emails are processed and sent in each batch. This is useful for managing email sending limits or gradual outreach. Import the Workflow: Import the provided workflow JSON into your n8n instance. Populate Your Sheet: Fill your copied Google Sheet with prospect data, including the email subject and body for each email you wish to send. Ensure the "Email Sent " column is initially "No". Activate and Monitor: Activate the workflow. It will begin fetching and sending emails based on your configured schedule. Monitor your Google Sheet to track the "Email Sent " status. This workflow provides a robust and automated solution for managing your cold email campaigns, saving you time and increasing your outreach efficiency.

How it works Automatic Detection: Instantly identifies abandoned carts via webhook from your e-commerce store. Progressive Sequence: Automatically sends 3 recovery emails over 7 days with increasing incentives. Dynamic Personalization: Inserts abandoned products, customer name, and unique promo codes. Performance Tracking: Analyzes conversion rates and recovered revenue. Set up steps Configure the webhook: Connect your e-commerce platform (Shopify, WooCommerce, Magento) to trigger the workflow when a cart is abandoned. Email service: Set up your email sending service (Gmail, SendGrid, Mailgun) with proper credentials. Customization: Adapt email templates with your brand guidelines, logo, and tone of voice. Promo codes: Integrate your discount code system (10%, 15%, 20%). Analytics tracking: Connect a Google Sheet to track recovery performance. Testing: Validate the workflow with test data before activation. Key Features 🎯 Smart targeting: Automatically filters qualified carts (minimum value, valid email) ⏰ Optimized timing: Scientifically timed sequence (1h, 24h, 72h) to maximize conversions 💰 Progressive incentives: Increasing discounts (10% → 15% → 20%) to create urgency 📱 Responsive design: Email templates optimized for all devices 🔄 Unique codes: Automatically generates personalized promo codes for each customer 📊 Built-in analytics: Real-time tracking of open rates, clicks, and conversions 🛡️ Error handling: Robust system with notifications in case of technical issues 🎨 Professional templates: Modern email designs with optimized call-to-actions Advanced Features Customer segmentation**: Differentiates between new and returning customers Automatic exclusions**: Avoids sending to customers who already purchased Multi-language**: Supports different languages based on location A/B Testing**: Tests different email versions to optimize performance CRM integration**: Syncs data with your customer management system Metrics Tracked Recovery rate per email in the sequence Real-time recovered revenue Open and click-through rates for each email Promo codes used and their effectiveness Average delay between abandonment and conversion Customization Options Flexible timing**: Adjust sending delays to fit your industry Variable incentives**: Change discount percentages as needed Dynamic content**: Adjust messages based on product types Configurable thresholds**: Set your own qualification criteria Full branding**: Integrate your complete visual identity > This workflow automatically turns abandoned carts into sales opportunities with a scientific and personalized approach, generating measurable ROI for your e-commerce.

Collect and Email Authentication IP Addresses from SaaS Alerts (Last 24 Hours) Description This n8n workflow automates the process of collecting sign-in IP addresses from SaaS Alerts over the past 24 hours and emailing the results using SMTP2Go. Designed for security teams, IT administrators, and compliance officers, this workflow helps monitor user authentication activity, detect unusual sign-ins, and respond to potential security threats in real time. By automating data collection and email alerts, organizations can proactively track login patterns, ensure compliance with security policies, and mitigate risks associated with unauthorized access. Use Case This workflow is ideal for businesses and IT teams that need to: Monitor user authentication activity across SaaS applications. Identify login attempts from suspicious IPs. Automate security reporting and compliance tracking. Receive real-time alerts for unusual sign-in behaviors. Pre-Conditions & Requirements Before using this workflow, ensure you have: A SaaS Alerts account or another system that logs authentication IPs. An SMTP2Go account for sending email notifications. n8n set up with proper API credentials and database access (if applicable). Setup Instructions Configure SaaS Alerts API Obtain API from the SaaS Alerts Platform under the Settings menu. Set Up SMTP2Go for Email Alerts Create an SMTP2Go account if you don’t have one. Generate a SMTP2Go API key Verify that your sending email address has been configured and verified. Define recipient email addresses for security alerts. Customize the Workflow Modify filtering rules to track specific users, IP ranges, or flagged login attempts. Adjust email content to include relevant details for your team. Test & Deploy Run the workflow manually to verify data retrieval and email notifications. Schedule the workflow to run daily for automated monitoring. Workflow Steps Trigger – Starts manually or on a scheduled interval (e.g., every 24 hours). Fetch Authentication Logs – Retrieves sign-in IPs from SaaS Alerts or a custom API. Filter & Process Data – Extracts relevant login attempts based on defined criteria. Format Data for Reporting – Structures the data for readability in an email alert. Send Email Notification via SMTP2Go – Delivers the security report to designated recipients. Customization Options Modify Filtering Rules** – Track specific login behaviors, flagged IPs, or unusual patterns. Change Email Recipients** – Update the recipient list based on security team needs. Integrate with Security Dashboards** – Expand the workflow to log data into a SIEM system or incident response platform. Add Additional Triggers** – Configure alerts for specific login anomalies, such as failed login attempts. Keywords n8n security automation, authentication monitoring, login IP tracking, SMTP2Go email alerts, SaaS Alerts workflow, IT security automation, login anomaly detection

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. 🎯 Overview This n8n workflow template automates the process of monitoring Instagram comments and sending predefined responses based on specific comment keywords. It integrates Instagram's Graph API with Google Sheets to manage comment responses and maintains an interaction log for customer relationship management (CRM) purposes. 🔧 Workflow Components The workflow consists of 9 main nodes organized into two primary sections: 📡 Section 1: Webhook Verification ✅ Get Verification (Webhook node) 🔄 Respond to Verification Message (Respond to Webhook node) 🤖 Section 2: Auto Comment Response 📬 Insta Update (Webhook node) ❓ Check if update is of comment? (Switch node) 👤 Comment if of other user (If node) 📊 Comment List (Google Sheets node) 💬 Send Message for Comment (HTTP Request node) 📝 Add Interaction in Sheet (CRM) (Google Sheets node) 🛠️ Prerequisites and Setup Requirements 1. 🔵 Meta/Facebook Developer Setup 📱 Create Facebook App > 📋 Action Items: > - [ ] Navigate to Facebook Developers > - [ ] Click "Create App" and select "Business" type > - [ ] Configure the following products: > - ✅ Instagram Graph API > - ✅ Facebook Login for Business > - ✅ Webhooks 🔐 Required Permissions Configure the following permissions in your Meta app: | instagram_basic | 📖 Read Instagram account profile info and media | instagram_manage_comments | 💬 Create, delete, and manage comments | instagram_manage_messages | 📤 Send and receive Instagram messages | pages_show_list | 📄 Access connected Facebook pages 🎫 Access Token Generation > ⚠️ Important Setup:+ > - [ ] Use Facebook's Graph API Explorer > - [ ] Generate a User Access Token with required permissions > - [ ] ⚡ Important: Tokens expire periodically and need refreshing 2. 🌐 Webhook Configuration 🔗 Setup Webhook URL > 📌 Configuration Checklist: > - [ ] In Meta App Dashboard, navigate to Products → Webhooks > - [ ] Subscribe to Instagram object > - [ ] Configure webhook URL: your-n8n-domain/webhook/instagram > - [ ] Set verification token (use "test" or create secure token) > - [ ] Select webhook fields: > - ✅ comments - For comment notifications > - ✅ messages - For DM notifications (if needed) ✅ Webhook Verification Process The workflow handles Meta's webhook verification automatically: 📡 Meta sends GET request with hub.challenge parameter 🔄 Workflow responds with the challenge value to confirm subscription 3. 📊 Google Sheets Setup Example - https://docs.google.com/spreadsheets/d/1ONPKJZOpQTSxbasVcCB7oBjbZcCyAm9gZ-UNPoXM21A/edit?usp=sharing 📋 Create Response Management Sheet Set up a Google Sheets document with the following structure: 📝 Sheet 1 - Comment Responses: | Column | Description | Example | |--------|-------------|---------| | 💬 Comment | Trigger keywords | "auto", "info", "help" | | 📝 Message | Corresponding response message | "Thanks for your comment! We'll get back to you soon." | 📈 Sheet 2 - Interaction Log: | Column | Description | Purpose | |--------|-------------|---------| | ⏰ Time | Timestamp of interaction | Track when interactions occur | | 🆔 User Id | Instagram user ID | Identify unique users | | 👤 Username | Instagram username | Human-readable identification | | 📝 Note | Additional notes or error messages | Debugging and analytics | 🔧 Built By - akash@codescale.tech

How it works Transform medical documents into structured data using Google Gemini AI with enterprise-grade accuracy. Classifies document types (receipts, prescriptions, lab reports, clinical notes) Extracts text with 95%+ accuracy using advanced OCR Structures data according to medical taxonomy standards Supports multiple languages (English, Chinese, auto-detect) Tracks processing costs and quality metrics automatically Set up steps Prerequisites Google Gemini API key (get from Google AI Studio) Quick setup Import this workflow template Configure Google Gemini API credentials in n8n Test with a sample medical document URL Deploy your webhook endpoint Usage Send POST request to your webhook: { "image_url": "https://example.com/medical-receipt.jpg", "expected_type": "financial", "language_hint": "auto" } Get structured response: json{ "success": true, "result": { "documentType": "financial", "metadata": { "providerName": "Dr. Smith Clinic", "createdDate": "2025-01-06", "currency": "USD" }, "content": { "amount": 150.00, "services": [...] }, "quality_metrics": { "overall_confidence": 0.95 } } } Use cases Healthcare Organizations Medical billing automation - Process receipts and invoices automatically Insurance claim processing - Extract data from claim documents Clinical documentation - Digitize patient records and notes Data standardization - Consistent structured output format System Integrators EMR integration - Connect with existing healthcare systems Workflow automation - Reduce manual data entry by 90% Multi-language support - Handle international medical documents Quality assurance - Built-in confidence scoring and validation Supported Document Types Financial: Medical receipts, bills, insurance claims, invoices Clinical: Medical charts, progress notes, consultation reports Prescription: Prescriptions, medication lists, pharmacy records Administrative: Referrals, authorizations, patient registration Diagnostic: Lab reports, test results, screening reports Legal: Medical certificates, documentation forms

Who's it for Content creators, social media managers, and marketing teams who want to automatically extract the most engaging clips from long-form YouTube videos and identify content with high viral potential. What it does This workflow analyzes any YouTube video using Vizard AI's clipping technology and automatically generates up to 8 short clips with viral score ratings. It then filters for the highest-scoring clips (9/10 or above) and posts them to a designated Slack channel for team review and distribution. How it works Video submission: Enter a YouTube URL through a user-friendly form AI analysis: Submits the video to Vizard AI for automated clipping and viral score analysis Smart polling: Waits for processing completion and retrieves results Quality filtering: Only surfaces clips with viral scores of 9/10 or higher Team notification: Posts results to Slack with clip titles, scores, and download links Requirements Vizard AI API credentials (sign up at vizard.ai) Slack workspace with OAuth app configured How to set up Configure Vizard AI credentials: Add your Vizard AI API key to the HTTP Request nodes Set up Slack integration: Configure the Slack OAuth2 credentials and select your target channel Customize filtering: Adjust the viral score threshold in the filter node (currently set to 9/10) Test the workflow: Submit a test YouTube URL to ensure everything works properly How to customize the workflow Adjust clip quantity**: Modify the maxClipNumber parameter (currently 8) in the initial API request Change viral score threshold**: Update the filter condition to match your quality standards Extend with automation**: Connect to social media posting tools or caption generation workflows for full automation Add scheduling**: Integrate with webhook triggers, scheduled triggers, or RSS feeds for batch processing videos

n8n Set Node Tutorial - Complete Guide 🎯 How It Works This tutorial workflow teaches you everything about n8n's Set node through hands-on examples. The Set node is one of the most powerful tools in n8n - it allows you to create, modify, and transform data as it flows through your workflow. What makes this tutorial special: Progressive Learning**: Starts simple, builds to complex concepts Interactive Examples**: Real working nodes you can modify and test Visual Guidance**: Sticky notes explain every concept Branching Logic**: Shows how Set nodes work in different workflow paths Real Data**: Uses practical examples you'll encounter in automation The workflow demonstrates 6 core concepts: Basic data types (strings, numbers, booleans) Expression syntax with {{ }} and $json references Complex data structures (objects and arrays) "Keep Only Set" option for clean outputs Conditional data setting with branching logic Data transformation and aggregation techniques 📋 Setup Steps Step 1: Import the Workflow Copy the JSON from the code artifact above Open your n8n instance in your browser Navigate to Workflows section Click "Import from JSON" or the import button (usually a "+" or import icon) Paste the JSON into the import dialog Click "Import" to load the workflow Save the workflow (Ctrl+S or click Save button) Step 2: Choose Your Starting Point Option A: Default Tutorial Mode (Recommended for beginners) The workflow is ready to run as-is Uses simple "Welcome" message as starting data Click "Execute Workflow"** to begin Option B: Rich Test Data Mode (Recommended for experimentation) Locate the nodes: Find "Start (Manual Trigger)" and "0. Test Data Input" Disconnect default: Click the connection line between "Start (Manual Trigger)" → "1. Set Basic Values" and delete it Connect test data: Drag from "0. Test Data Input" output to "1. Set Basic Values" input Execute: Click "Execute Workflow" to run with rich test data Step 3: Execute and Learn Run the workflow: Click the "Execute Workflow" button Check outputs: Click on each node to see its output data Read the notes: Each sticky note explains what's happening Follow the flow: Data flows from left to right, top to bottom Step 4: Experiment and Modify Try These Experiments: 🔧 Change Basic Values: Click on "1. Set Basic Values" Modify user_age (try 20 vs 35) Change user_name to see how it propagates Execute and see the changes flow through 📊 Test Conditional Logic: Set user_age to 20 → triggers "Student Discount" path Set user_age to 30 → triggers "Premium Access" path Watch how the workflow branches differently 🎨 Modify Expressions: In "2. Set with Expressions", try changing: ={{ $json.score * 2 }} to ={{ $json.score * 3 }} ={{ $json.user_name }} Smith to ={{ $json.user_name }} Johnson 🏗️ Complex Data Structures: In "3. Set Complex Data", modify the JSON structure Add new properties to the user_profile object Try nested expressions 🎓 Learning Path Beginner Level (Nodes 1-2) Focus**: Understanding basic Set operations Learn**: Data types, static values, simple expressions Time**: 10-15 minutes Intermediate Level (Nodes 3-4) Focus**: Complex data and output control Learn**: Objects, arrays, "Keep Only Set" option Time**: 15-20 minutes Advanced Level (Nodes 5-6) Focus**: Conditional logic and data aggregation Learn**: Branching workflows, merging data, complex expressions Time**: 20-25 minutes 🔍 What Each Node Teaches | Node | Concept | Key Learning | |------|---------|-------------| | 1. Set Basic Values | Data Types | String, number, boolean basics | | 2. Set with Expressions | Dynamic Data | {{ }} syntax, $json references, $now functions | | 3. Set Complex Data | Advanced Structures | Objects, arrays, nested properties | | 4. Set Clean Output | Data Management | "Keep Only Set" for clean final outputs | | 5a/5b. Conditional Sets | Branching Logic | Different data based on conditions | | 6. Tutorial Summary | Data Aggregation | Combining and summarizing workflow data | 💡 Pro Tips 🚀 Quick Wins: Always check node outputs after execution Use sticky notes as your learning guide Experiment with small changes first Copy nodes to try variations 🛠️ Advanced Techniques: Use Keep Only Set for API responses Combine static and dynamic data in complex objects Leverage conditional paths for different user types Reference nested object properties with dot notation 🐛 Troubleshooting: If expressions don't work, check the {{ }} syntax Ensure field names match exactly (case-sensitive) Use the expression editor for complex logic Check data types match your expectations 🎯 Next Steps After Tutorial Create your own Set nodes in a new workflow Practice with real data from APIs or databases Build data transformation workflows for your specific use cases Combine Set nodes with other n8n nodes like HTTP, Webhook, etc. Explore advanced expressions using JavaScript functions Congratulations! You now have the foundation to use Set nodes effectively in any n8n workflow. The Set node is truly the "Swiss Army knife" of n8n automation! 🛠️

What does this template help with? Save the data of activities recorded and stored in Strava to a Google Sheets document. How it works: We have a Google Sheets spreadsheet where each row represents a Strava activity with the date, reference, distance, time, and elevation. Periodically, the workflow checks the latest activities in our Strava account to see if any are missing from the spreadsheet and adds them to the list. All fields must be properly formatted according to how they are stored in the Google Sheets spreadsheet. Set up instructions Complete the Set up credentials step when you first open the workflow. You'll need a Google Sheets and Strava account. In the 'activities' node, you must enter the name of the file and the sheet where you want to save the imported data. In the 'Strava' node, you must select the corresponding credential. You can adjust the format of dates, times, and distances according to your needs in the 'strava_last' node. The rest of the information is available at sherblog.es Template was created in n8n v1.72.1

Use Case Automate chat interactions in Bitrix24 with a customizable bot that can handle various events and respond to user messages. What This Workflow Does Processes incoming webhook requests from Bitrix24 Handles authentication and token validation Routes different event types (messages, joins, installations) Provides automated responses and bot registration Manages secure communication between Bitrix24 and external services Setup Instructions Configure Bitrix24 webhook endpoints Set up authentication credentials Customize bot responses and behavior Deploy and test the workflow

This template can be used to generate research questions from PDF documents (e.g. research papers, market reports) based on the content gaps found in text using the InfraNodus knowledge graph GraphRAG knowledge graph representation. Simply upload several PDF files (research papers, corporate or market reports, etc) and generate a research question / AI prompt in seconds. The template is useful for: generating research questions generating AI prompts that drive research further finding blind spots in any discourse and generating ideas that address them. avoiding the generic bias of LLM models and focusing on what's important in your particular context Using Content Gaps for Generating Research Questions Knowledge graphs represent any text as a network: the main concepts are the nodes, their co-occurrences are the connections between them. Based on this representation, we build a graph and apply network science metrics to rank the most important nodes (concepts) that serve as the crossroads of meaning and also the main topical clusters that they connect. Naturally, some of the clusters will be disconnected and will have gaps between them. These are the topics (groups of concepts) that exist in this context (the documents you uploaded) but that are not very well connected. Addressing those gaps can help you see which groups of concepts you could connect with your own ideas. This is exactly what InfraNodus does: builds the structure, finds the gaps, then uses the built-in AI to generate research questions that bridge those gaps. How it works 1) Step 1: First, you upload your PDF files using an online web form, which you can run from n8n or even make publicly available. 2) Steps 2-4: The documents are processed using the Code and PDF to Text nodes to extract plain text from them. 3) Step 5: This text is then sent to the InfraNodus GraphRAG node that creates a knowledge graph, identifies structural gaps in this graph, and then uses built-in AI to research questions / prompts. 4) Step 6: The ideas are then shown to the user in the same web form. Optionally, you can hook this template to your own workflow and send the question generated to an InfraNodus expert or your own AI model / agent for further processing. If you'd like to sync this workflow to PDF files in a Google Drive folder, you can copy our Google Drive PDF processing workflow for n8n. How to use You need an InfraNodus GraphRAG API account and key to use this workflow. Create an InfraNodus account Get the API key at https://infranodus.com/api-access and create a Bearer authorization key. Add this key into the InfraNodus GraphRAG HTTP node(s) you use in this workflow. You do not need any OpenAI keys for this to work. Optionally, you can change the settings in the Step 4 of this workflow and enforce it to always use the biggest gap it identifies. Requirements An InfraNodus account and API key Note: OpenAI key is not required. You will have direct access to the InfraNodus AI with the API key. Customizing this workflow You can use this same workflow with a Telegram bot or Slack (to be notified of the summaries and ideas). You can also hook up automated social media content creation workflows in the end of this template, so you can generate posts that are relevant (covering the important topics in your niche) but also novel (because they connect them in a new way). Check out our n8n templates for ideas at https://n8n.io/creators/infranodus/ Also check the full tutorial with a conceptual explanation at https://support.noduslabs.com/hc/en-us/articles/20454382597916-Beat-Your-Competition-Target-Their-Content-Gaps-with-this-n8n-Automation-Workflow Also check out the video introduction to InfraNodus to better understand how knowledge graphs and content gaps work: For support and help with this workflow, please, contact us at https://support.noduslabs.com

Workflow Description Who is this for? This workflow is designed for sales and revenue teams using Gong and Salesforce to track and analyze sales calls. It helps automate the extraction, filtering, and preprocessing of Gong call data for further AI analysis. What problem is this solving? Sales teams often generate large amounts of call data, but not all calls are relevant for deeper analysis. This workflow filters calls based on predefined criteria, extracts relevant metadata, and formats the data before passing it to an AI processing pipeline. What this workflow does Triggers on new Gong calls synced to Salesforce** every hour. Filters calls based on opportunity stage** (Discovery or Meeting Booked). Retrieves Gong call details** via API. Formats call data into a structured JSON object** for AI processing. Passes the structured data to a Gong Call Preprocessor workflow** for further insights. Setup Ensure that you have connected Salesforce and Gong APIs with valid credentials. Modify the Salesforce query in Get all custom Salesforce Gong Objects to match your organization’s requirements. Set the schedule trigger interval in the Run Hourly node if needed. Connect this workflow to an AI processing workflow to analyze call transcripts. Workflow Templates: CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage CallForge - 02 - Prep Gong Calls with Sheets & Notion for AI Summarization CallForge - 03 - Gong Transcript Processor and Salesforce Enricher CallForge - 04 - AI Workflow for Gong.io Sales Calls CallForge - 05 - Gong.io Call Analysis with Azure AI & CRM Sync CallForge - 06 - Automate Sales Insights with Gong.io, Notion & AI CallForge - 07 - AI Marketing Data Processing with Gong & Notion CallForge - 08 - AI Product Insights from Sales Calls with Notion How to customize Change filtering logic: Adjust the **opportunity stage filter (Check if Opportunity Stage is Meeting Booked or Discovery) to match your sales process. Modify data formatting**: Add or remove fields in the Format call into correct JSON Object node to customize the output. Adjust trigger frequency**: Change the Run Hourly node to run at a different interval if required.

All-in-One Portfolio Tracker & Telegram Finance Updates Workflow for n8n: Multi-Broker, Real-Time, Global 🚀 Overview Take control of all your investments—across multiple brokers and platforms—in one place, with live updates sent directly to your Telegram! 🌍💸 This n8n template brings together Google Sheets and Telegram so you can track your complete finance portfolio with ease, whether you’re in the US market, India, or anywhere in the world. 🔧 Built By - akash@codescale.tech How This Workflow Works Tracks your investments** across multiple brokers, platforms, or asset types. Automatically sends updates to your Telegram account**—see daily Profit & Loss (P&L), changes, and total returns in a rich, emoji-filled report. Works globally**, with a sample provided for the US market, but can be configured for any country and broker. Schedule automated updates** (e.g., market close/open) or get real-time insights on demand with Telegram commands. Highlights & Features 📊 Unified Dashboard: Integrate all your broker data in one Google Sheet for effortless monitoring (Google Sheet Link - https://docs.google.com/spreadsheets/d/1dakq9EhU8GrDgBsk82KvAen0N1P3FySAwNHFtG2lsLI/edit?usp=sharing) 🤖 Interactive Telegram Bot: Send /total or a specific broker’s name in the Telegram chat to get instant, formatted portfolio summaries. ⏰ Automatic Notifications: Receive scheduled P&L summaries at market open and close. 🗂️ Customizable for Any Region or Broker: Just update your Google Sheet with the platforms or brokers you use—including those in the US, Europe, Asia, etc. 🔐 Secure and Private: Only your pre-set Telegram user or chat receives the sensitive financial update. Example (For US Market) Let’s imagine you have portfolios with Robinhood, E*TRADE, and Charles Schwab. Every day at 10AM and 4PM Eastern Time, or whenever you send the /total command, you get this on Telegram: 📊 Daily P&L Report 🔹 Robinhood Invested: $5,000.00 P&L: $250.00 (5.00%) Change: $30.00 (0.60%) Current Value: $5,250.00 🔹 E*TRADE Invested: $8,000.00 P&L: $400.00 (5.00%) Change: $45.00 (0.56%) Current Value: $8,400.00 📈 Total Portfolio Total Invested: $13,000.00 Total P&L: $650.00 (5.00%) Today's Change: $75.00 (0.58%) 💰 Overall Value: $13,650.00 📈 Overall Return: 5.00% 💸 Overall P&L: $650.00 Easy Setup Steps Copy the Template to Your n8n Instance: Just import the provided workflow JSON. Configure Your Google Sheet: List all your brokers/platforms as rows (US, EU, or any other market). Update your credentials in n8n for Google Sheets and Telegram. Set Your Telegram Chat ID: Secure, so only you or your group receive updates. Customize Schedules: Change times for your local market hours or as you prefer. Send Commands in Telegram: /total for overall summary /Robinhood, /ETRADE, etc., for individual broker updates Who Is This For? Investors managing accounts across several brokers. Traders seeking real-time daily summaries. Portfolio managers wanting one consolidated, secure view. Users in any country, for any major market. Make It Yours! 🌏 Customize the sheet and workflow for your unique blend of accounts, currencies, and platforms—track mutual funds, stocks, ETFs, cryptos, or more. Get peace of mind with every notification, organized and delivered just for you! Start tracking smarter, not harder. Transform your finance workflow with n8n + Telegram today! 🚀