Workflow Templates

WhatsApp AI Personal Assistant - n8n Workflow Instructions Who's it for This workflow is designed for business professionals, entrepreneurs, and individuals who want to transform their WhatsApp into a powerful AI-powered personal assistant. Perfect for users who need to manage emails, calendar events, document searches, and various productivity tasks through a single messaging interface. What it does This comprehensive n8n workflow creates an intelligent WhatsApp bot that can process multiple message types (text, voice, images, PDF documents) and execute complex tasks using integrated tools including Gmail, Google Calendar, Google Drive, Airtable, Discord, and internet search capabilities. The assistant maintains conversation context and can handle sophisticated requests through natural language processing. How it works Phase 1: Message Reception and Classification The workflow begins when a message is received through the WhatsApp Trigger. A Switch node automatically classifies the incoming message type (text, audio, image, or document) and routes it to the appropriate processing pathway. Phase 2: Content Processing by Format Text Messages: Direct extraction and formatting for AI processing Voice Messages: Retrieves audio URL from WhatsApp API Downloads audio file with authenticated requests Transcribes speech to text using OpenAI Whisper Formats transcribed content for AI agent Images: Downloads image from WhatsApp API Analyzes visual content using GPT-4O-mini vision model Generates detailed French descriptions covering composition, objects, people, and atmosphere Combines user requests with AI analysis PDF Documents: Validates file format (rejects non-PDF files) Downloads and extracts text content Processes document text for AI analysis Phase 3: AI Assistant Processing The processed content is handled by a Claude Sonnet 4-powered agent with access to: SerpAPI** for internet searches Airtable database** for email contact management Gmail integration** for email operations Google Calendar** for event scheduling and management Google Drive** for document searches Discord messaging** for notifications Calculator** for mathematical operations PostgreSQL chat memory** for conversation context Phase 4: Response Delivery The system intelligently determines response format: For voice inputs: Converts AI response to speech using OpenAI TTS For other inputs: Sends text responses directly Handles technical requirements like MIME type compatibility for WhatsApp Requirements API Credentials Required: WhatsApp Business API** (Trigger and messaging) OpenAI API** (GPT-4O-mini, Whisper, TTS) Anthropic API** (Claude Sonnet 4) Google APIs** (Gmail, Calendar, Drive OAuth2) Airtable API** (Database operations) Discord Bot API** (Messaging) SerpAPI** (Internet search) PostgreSQL Database** (Conversation memory) Self-hosted n8n Instance This workflow requires a self-hosted n8n installation as it uses community nodes and advanced integrations not available in n8n Cloud. How to set up 1. Prerequisites Setup Deploy n8n on a server with public access Obtain WhatsApp Business API credentials Create developer accounts for all required services Set up a PostgreSQL database for conversation memory 2. Credential Configuration Configure the following credentials in n8n: WhatsApp API credentials for both trigger and messaging nodes OpenAI API key with access to GPT-4O-mini, Whisper, and TTS Anthropic API key for Claude Sonnet 4 Google OAuth2 credentials for Gmail, Calendar, and Drive Airtable Personal Access Token Discord Bot token SerpAPI key PostgreSQL database connection 3. WhatsApp Configuration Configure webhook URLs in WhatsApp Business API settings Set up phone number verification Configure message templates if required 4. Tool Configuration Airtable**: Set up email database with 'Nom' and 'Mails' columns Google Calendar**: Configure calendar access permissions Google Drive**: Set up appropriate folder permissions Discord**: Configure bot permissions and channel access 5. Testing and Validation Test each message type (text, audio, image, PDF) Verify all tool integrations work correctly Test conversation memory persistence Validate response delivery in both text and audio formats How to customize the workflow Modify AI Assistant Personality Edit the system message in the "Agent personnel" node to customize the assistant's behavior, tone, and capabilities according to your needs. Add New Tools Integrate additional n8n tool nodes to extend functionality: CRM systems (Salesforce, HubSpot) Project management tools (Notion, Trello) File storage services (Dropbox, OneDrive) Communication platforms (Slack, Microsoft Teams) Customize Content Processing Modify image analysis prompts for specific use cases Add document format support beyond PDF Implement content filtering or moderation Add language detection and multi-language support Enhance Memory and Context Implement user-specific memory sessions Add conversation summaries for long interactions Create user preference storage Implement conversation analytics Response Customization Add multimedia response capabilities Implement response templates for common queries Add typing indicators or read receipts Create custom response formatting Security Enhancements Implement user authentication Add rate limiting for API calls Create audit logs for sensitive operations Implement data encryption for stored conversations Performance Optimization Add caching for frequently accessed data Implement queue management for high-volume usage Add error handling and retry mechanisms Create monitoring and alerting systems Important Notes This workflow processes sensitive data; ensure proper security measures are in place Monitor API usage limits across all integrated services Regularly backup conversation memory data Test thoroughly before deploying to production Consider implementing user access controls for business environments Keep all API credentials secure and rotate them regularly Troubleshooting Audio Issues**: Verify MIME type handling in the "Fix mimeType for Audio" node WhatsApp Delivery**: Check webhook configurations and phone number verification Tool Failures**: Validate all API credentials and permissions Memory Issues**: Monitor PostgreSQL database performance and storage Response Delays**: Optimize tool timeout settings and add proper error handling

This is a production-ready, end-to-end workflow that automatically compares hotel prices across multiple booking platforms and delivers beautiful email reports to users. Unlike basic building blocks, this workflow is a complete solution ready to deploy. ✨ What Makes This Production-Ready ✅ Complete End-to-End Automation Input**: Natural language queries via webhook Processing**: Multi-platform scraping & comparison Output**: Professional email reports + analytics Feedback**: Real-time webhook responses ✅ Advanced Features 🧠 Natural Language Processing for flexible queries 🔄 Parallel scraping from multiple platforms 📊 Analytics tracking with Google Sheets integration 💌 Beautiful HTML email reports 🛡️ Error handling and graceful degradation 📱 Webhook responses for real-time feedback ✅ Business Value For Travel Agencies**: Instant price comparison service for clients For Hotels**: Competitive pricing intelligence For Travelers**: Save time and money with automated research 🚀 Setup Instructions Step 1: Import Workflow Copy the workflow JSON from the artifact In n8n, go to Workflows → Import from File/URL Paste the JSON and click Import Step 2: Configure Credentials A. SMTP Email (Required) Settings → Credentials → Add Credential → SMTP Host: smtp.gmail.com (for Gmail) Port: 587 User: your-email@gmail.com Password: your-app-password (not regular password!) Gmail Setup: Enable 2FA on your Google Account Generate App Password: https://myaccount.google.com/apppasswords Use the generated password in n8n B. Google Sheets (Optional - for analytics) Settings → Credentials → Add Credential → Google Sheets OAuth2 Follow the OAuth flow to connect your Google account Sheet Setup: Create a new Google Sheet Name the first sheet "Analytics" Add headers: timestamp, query, hotel, city, checkIn, checkOut, bestPrice, platform, totalResults, userEmail Copy the Sheet ID from URL and paste in the "Save to Google Sheets" node Step 3: Set Up Scraping Service You need to create a scraping API that the workflow calls. Here are your options: Option A: Use Your Existing Python Script Create a simple Flask API wrapper: api_wrapper.py from flask import Flask, request, jsonify import subprocess import json app = Flask(name) @app.route('/scrape/<platform>', methods=['POST']) def scrape(platform): data = request.json query = f"{data['checkIn']} to {data['checkOut']}, {data['hotel']}, {data['city']}" try: result = subprocess.run( ['python3', 'price_scrap_2.py', query, platform], capture_output=True, text=True, timeout=30 ) Parse your script output output = result.stdout Assuming your script returns price data return jsonify({ 'price': extracted_price, 'currency': 'USD', 'roomType': 'Standard Room', 'url': booking_url, 'availability': True }) except Exception as e: return jsonify({'error': str(e)}), 500 if name == 'main': app.run(host='0.0.0.0', port=5000) Deploy: pip install flask python api_wrapper.py Update n8n HTTP Request nodes: URL: http://your-server-ip:5000/scrape/booking URL: http://your-server-ip:5000/scrape/agoda URL: http://your-server-ip:5000/scrape/expedia Option B: Use Third-Party Scraping Services Recommended Services: ScraperAPI** (scraperapi.com) - $49/month for 100k requests Bright Data** (brightdata.com) - Pay as you go Apify** (apify.com) - Has pre-built hotel scrapers Example with ScraperAPI: // In HTTP Request node URL: http://api.scraperapi.com Query Parameters: api_key: YOUR_API_KEY url: https://booking.com/search?hotel={{$json.hotelName}}... Option C: Use n8n SSH Node (Like Your Original) Keep your SSH approach but improve it: Replace HTTP Request nodes with SSH nodes Point to your server with the Python script Ensure error handling and timeouts // SSH Node Configuration Host: your-server-ip Command: python3 /path/to/price_scrap_2.py "{{$json.hotelName}}" "{{$json.city}}" "{{$json.checkInISO}}" "{{$json.checkOutISO}}" "booking" Step 4: Activate Webhook Click on "Webhook - Receive Request" node Click "Listen for Test Event" Copy the webhook URL (e.g., https://your-n8n.com/webhook/hotel-price-check) Test with this curl command: curl -X POST https://your-n8n.com/webhook/hotel-price-check \ -H "Content-Type: application/json" \ -d '{ "message": "I want to check Marriott Hotel in Singapore from 15th March to 18th March", "email": "user@example.com", "name": "John Doe" }' Step 5: Activate Workflow Toggle the workflow to Active The webhook is now live and ready to receive requests 📝 Usage Examples Example 1: Basic Query { "message": "Hilton Hotel in Dubai from 20th December to 23rd December", "email": "traveler@email.com", "name": "Sarah" } Example 2: Flexible Format { "message": "I need prices for Taj Hotel, Mumbai. Check-in: 5th January, Check-out: 8th January", "email": "customer@email.com" } Example 3: Short Format { "message": "Hyatt Singapore March 10 to March 13", "email": "user@email.com" } 🎨 Customization Options 1. Add More Booking Platforms Steps: Duplicate an existing "Scrape" node Update the platform parameter Connect it to "Aggregate & Compare" Update the aggregation logic to include the new platform 2. Change Email Template Edit the "Format Email Report" node's JavaScript: Modify HTML structure Change colors (currently purple gradient) Add your company logo Include terms and conditions 3. Add SMS Notifications Using Twilio: Add new node: Twilio → Send SMS Connect after "Aggregate & Compare" Format: "Best deal: ${hotel} at ${platform} for ${price}" 4. Add Slack Integration Add Slack node after "Aggregate & Compare" Send to #travel-deals channel Include quick booking links 5. Implement Caching Add Redis or n8n's built-in cache: // Before scraping, check cache const cacheKey = ${hotelName}-${city}-${checkIn}-${checkOut}; const cached = await $cache.get(cacheKey); if (cached && Date.now() - cached.timestamp < 3600000) { return cached.data; // Use 1-hour cache } 📊 Analytics & Monitoring Google Sheets Dashboard The workflow automatically logs to Google Sheets. Create a dashboard with: Metrics to track: Total searches per day/week Most searched hotels Most searched cities Average price ranges Platform with best prices (frequency) User engagement (repeat users) Example Sheet Formulas: // Total searches today =COUNTIF(A:A, TODAY()) // Most popular hotel =INDEX(C:C, MODE(MATCH(C:C, C:C, 0))) // Average best price =AVERAGE(G:G) Set Up Alerts Add a node after "Aggregate & Compare": // Alert if prices are unusually high if (bestDeal.price > avgPrice * 1.5) { // Send alert to admin return [{ json: { alert: true, message: High prices detected for ${hotelName} } }]; } 🛡️ Error Handling The workflow includes comprehensive error handling: 1. Missing Information If user doesn't provide hotel/city/dates → Responds with helpful prompt 2. Scraping Failures If all platforms fail → Sends "No results" email with suggestions 3. Partial Results If some platforms work → Shows available results + notes errors 4. Email Delivery Issues Uses continueOnFail: true to prevent workflow crashes 🔒 Security Best Practices 1. Rate Limiting Add rate limiting to prevent abuse: // In Parse & Validate node const userEmail = $json.email; const recentSearches = await $cache.get(searches:${userEmail}); if (recentSearches && recentSearches.length > 10) { return [{ json: { status: 'rate_limited', response: 'Too many requests. Please try again in 1 hour.' } }]; } 2. Input Validation Already implemented - validates hotel names, cities, dates 3. Email Verification Add email verification before first use: // Send verification code const code = Math.random().toString(36).substring(7); await $sendEmail({ to: userEmail, subject: 'Verify your email', body: Your code: ${code} }); 4. API Key Protection Never expose scraping API keys in responses or logs 🚀 Deployment Options Option 1: n8n Cloud (Easiest) Sign up at n8n.cloud Import workflow Configure credentials Activate Pros: No maintenance, automatic updates Cons: Monthly cost Option 2: Self-Hosted (Most Control) Using Docker docker run -it --rm \ --name n8n \ -p 5678:5678 \ -v ~/.n8n:/home/node/.n8n \ n8nio/n8n Using npm npm install -g n8n n8n start Pros: Free, full control Cons: You manage updates Option 3: Cloud Platforms Railway.app (recommended for beginners) DigitalOcean App Platform AWS ECS Google Cloud Run 📈 Scaling Recommendations For < 100 searches/day Current setup is perfect Use n8n Cloud Starter or small VPS For 100-1000 searches/day Add Redis caching (1-hour cache) Use queue system for scraping Upgrade to n8n Cloud Pro For 1000+ searches/day Implement job queue (Bull/Redis) Use dedicated scraping service Load balance multiple n8n instances Consider microservices architecture 🐛 Troubleshooting Issue: Webhook not responding Solution: Check workflow is Active Verify webhook URL is correct Check n8n logs: Settings → Log Streaming Issue: No prices returned Solution: Test scraping endpoints individually Check if hotel name matches exactly Verify dates are in future Try different date ranges Issue: Emails not sending Solution: Verify SMTP credentials Check "less secure apps" setting (Gmail) Use App Password instead of regular password Check spam folder Issue: Slow response times Solution: Enable parallel scraping (already configured) Add timeout limits (30 seconds recommended) Implement caching Use faster scraping service

Automated Client Onboarding Workflow This n8n workflow automates the end-to-end client onboarding process: capturing client details, validating emails, assigning tiers, generating welcome packs, creating tasks, notifying teams, archiving records, and sending weekly reports. Who’s It For B2B SaaS companies** onboarding new customers Agencies** handling structured client setups Sales & customer success teams** needing automation Consulting firms** aiming for error-free onboarding ⚙️ How It Works Capture client details through a Webhook (connected to forms). Validate client’s email using Verifi Email. Log onboarding data into Google Sheets. Assign tier logic (Basic/Pro/Enterprise) via Function node. Create a Trello task card with onboarding steps. Generate a personalized Welcome Pack PDF with client details. Send Slack notification to internal team with client details. Download and attach PDF, then send personalized welcome email to the client. Archive structured onboarding data in Airtable. Weekly scheduled report: Collects Airtable onboarding data Processes weekly stats (plans, tiers, counts) Sends onboarding summary via email to the manager 🛠️ How to Set Up Webhook Setup Install & configure credentials: Verifi Email key Google Sheets OAuth2 Airtable OAuth2 Gmail OAuth2 Slack OAuth2 Trello API Optional: Customize the Welcome PDF template (HTML/CSS). Edit tier assignment logic inside the Assign Tier Logic node. Modify Slack & email templates to match your branding. Adjust schedule for weekly reports (default: Monday 9 AM IST). Test with sample payload: { "name": "Jane Doe", "email": "jane@acme.com", "company": "Acme Corp", "plan": "Pro" } 📋 Requirements Self-hosted or Cloud n8n Credentials: Verifi Email, Google Sheets, Airtable, Gmail, Slack, Trello Optional: API for company enrichment ⚠️ Note: The HTML/CSS to PDF node (used for report generation) has a limit of 10 free requests. For production usage, you’ll need an API plan. ⭐ Core Features Email Validation: Blocks fake/spam signups - **Tier Assignment: Auto-classifies clients into Basic/Pro/Enterprise Task Management**: Trello cards for onboarding checklist Welcome PDF Pack**: Branded, client-personalized PDF attachment Slack Notifications**: Real-time internal updates Airtable Archiving**: Permanent record-keeping Weekly Reports**: Automated onboarding summaries for managers 📈 Use Cases & Applications B2B SaaS**: Scale client onboarding without hiring more staff Agencies**: Deliver smooth onboarding experiences Sales Teams**: Reduce delays in CRM entry Customer Success**: Focus on relationship-building instead of admin ✅ Key Benefits Saves 5–6 hours of manual onboarding per client Ensures error-free onboarding with email validation Provides a professional, branded experience Improves collaboration with Slack + Trello integration Scales seamlessly as client volume grows 🔧 Customization Options Modify tier logic (e.g., budget, plan, company size) Customize Slack channel or Trello list for task routing Update PDF branding (logo, theme, styling) Add extra onboarding steps (e.g., Calendly call scheduling) Extend weekly reports (e.g., include ROI or CSM notes) ⚠️ Important Disclaimers For educational & automation purposes Ensure compliance with GDPR/CCPA before storing client data Always test workflow with dummy data before production Workflow Components Webhook Trigger** → Captures client form submissions Verifi Email** → Validates client email Google Sheets** → Logs onboarding entries Code Node** → Assigns tier & priority Trello** → Creates task card for CSM HTML/CSS to PDF** → Generates Welcome Pack PDF Slack** → Notifies team about new client Gmail** → Sends welcome email with PDF Airtable** → Archives full onboarding record Schedule Trigger* + *Report** → Weekly summary to management

Automatically Scrape Make.com Job Board with GPT-5-mini Summaries & Email Digest Overview Who is this for? Make.com consultants, automation specialists, and freelancers who want to catch new client opportunities without manually checking the forum. What problem does it solve? Scrolling through forum posts to find jobs wastes time. This automation finds new postings, uses AI to summarize what clients need, and emails you a clean digest. How it works: Runs on schedule → scrapes the Make.com professional services forum → filters jobs from last 7 days → AI summarizes each posting → sends formatted email digest. Use Cases Freelancers: Get daily job alerts without forum browsing, respond to opportunities faster Agencies: Keep sales teams informed of potential clients needing Make.com expertise Job Seekers: Track contract and full-time positions requiring Make.com skills Detailed Workflow Scraping: HTTP module pulls HTML from the Make.com forum job board Parsing: Extracts job titles, dates, authors, and thread links Filtering: Only jobs posted within last 7 days pass through (configurable) AI Processing: GPT-5-mini analyzes each post to extract: Project type Key requirements Complexity level Budget/timeline (if mentioned) Email Generation: Aggregates summaries into organized HTML email with direct links Delivery: Sends via SMTP to your inbox Setup Steps Time: ~10 minutes Requirements: OpenRouter API key (get one here) SMTP credentials (Gmail, SendGrid, etc.) Steps: Import template Add OpenRouter API key in "OpenRouter Chat Model" node Configure SMTP settings in "Send email" node Update recipient email address Set schedule (recommended: daily at 8 AM) Run test to verify Customization Tips Change date range: Modify filter from 7 days to X days: {{now - X days}} Keyword filtering: Add filter module to only show jobs mentioning "API", "Shopify", etc. AI detail level: Edit prompt for shorter/longer summaries Multiple recipients: Add comma-separated emails in Send Email node Different AI model: Switch to Gemini or Claude in OpenRouter settings Team notifications: Add Slack/Discord webhook instead of email

AI-Powered Feedback Automation with PDF Reports & Team Notifications Transform customer feedback into actionable insights automatically with AI analysis, professional PDF reports, personalized emails, and real-time team notifications. Table of Contents Overview Features Demo Prerequisites Quick Start Configuration Usage Troubleshooting License Overview AI-Powered Feedback Automation is a complete, production-ready n8n workflow that automatically processes customer feedback submissions with artificial intelligence, generates beautiful branded PDF reports, sends personalized email responses, logs data for analytics, and notifies your team in real-time. What Problem Does This Solve? Manual feedback processing is time-consuming and inconsistent. This workflow eliminates all manual work by: Automatically analyzing** sentiment and extracting key insights using OpenAI Generating professional** PDF reports with custom branding Sending personalized** thank-you emails to customers Logging everything** to Google Sheets for analytics and reporting Notifying your team** instantly via Slack with actionable summaries Perfect For Product Teams** - Collect and analyze user feedback systematically Educational Institutions** - Process student/parent feedback efficiently Customer Support** - Track customer satisfaction and sentiment trends E-commerce** - Manage product reviews and customer suggestions Healthcare** - Collect patient feedback and satisfaction scores Event Management** - Gather attendee feedback post-event Consulting Firms** - Streamline client feedback collection Features AI-Powered Analysis Sentiment Classification** - Automatically categorizes feedback as Positive, Neutral, or Negative Key Highlights Extraction** - Identifies the most important points from customer comments Actionable Recommendations** - AI generates specific suggestions based on feedback Executive Summaries** - Creates concise 2-3 sentence overviews of each submission Professional Report Generation Beautiful PDF Reports** - Branded, professional documents with custom styling Visual Elements** - Star ratings, color-coded sentiment badges, organized sections Responsive Design** - Mobile-friendly and print-optimized layouts 30-Day Hosting** - PDF reports automatically hosted with expiration dates Automated Email Communications Personalized Messages** - Thank-you emails customized with customer name and feedback PDF Attachments** - Direct download links to full feedback reports Sentiment Indicators** - Color-coded visual feedback summaries Professional Templates** - Modern, responsive email designs Data Logging & Analytics Google Sheets Integration** - Automatic logging of all feedback submissions Complete Audit Trail** - Tracks submission IDs, timestamps, and processing status Analytics Ready** - Structured data perfect for dashboards and trend analysis Historical Records** - Permanent storage of all feedback data Team Notifications Slack Integration** - Real-time alerts to team channels Rich Formatting** - Structured messages with highlights and action items Direct Links** - Quick access to full PDF reports from Slack Thread Discussions** - Enable team conversations around feedback Robust Error Handling Email Validation** - Automatically checks and handles invalid email addresses Fallback Mechanisms** - Continues workflow even if email sending fails Data Cleaning** - Sanitizes and normalizes all input data Graceful Degradation** - AI parsing failures handled with intelligent fallbacks Demo Workflow Overview User Submits Feedback ↓ Data Cleaning & Validation ↓ AI Sentiment Analysis (OpenAI) ↓ HTML Report Generation ↓ PDF Conversion ↓ Email Validation ─┬─ Valid → Send Email └─ Invalid → Skip ↓ Log to Google Sheets ↓ Notify Team (Slack) ↓ Webhook Response Sample Input { "name": "Sarah Johnson", "email": "sarah@example.com", "rating": 4, "comments": "Great product! Delivery was a bit slow but customer service was helpful.", "suggestions": "Improve shipping speed and tracking updates." } Sample Output ✅ AI Analysis: "Positive" sentiment with 3 key highlights ✅ PDF Report: Professional 2-page document with branding ✅ Email Sent: Personalized thank-you message delivered ✅ Data Logged: New row added to Google Sheet ✅ Team Notified: Slack message with summary posted ✅ Webhook Response: 200 OK with submission details Prerequisites Required Services & Accounts n8n Instance (v0.220.0 or higher) Self-hosted or n8n Cloud Installation Guide OpenAI Account API key with GPT-3.5-turbo or GPT-4 access Sign Up Google Account (Gmail + Google Sheets) OAuth2 setup for Gmail API OAuth2 setup for Google Sheets API Setup Guide Slack Workspace Admin access to create apps or OAuth Bot token with chat:write and channels:read scopes Create Slack App HTML to PDF API Service GET at: PDFMunk API key required VerifiEmail API GET at: VerfiEmail API key required Quick Start 1. Import Template Option A: Import via URL Copy the workflow JSON URL and paste in n8n: Settings → Import from URL → [Paste URL] Option B: Import via File Download workflow.json In n8n: Workflows → Import from File Select the downloaded JSON file Click "Import" 2. Configure Credentials (5 minutes) Navigate to: Settings → Credentials and add: ✅ OpenAI API - Add API key from OpenAI dashboard ✅ Gmail OAuth2 - Connect and authorize your Gmail account ✅ Google Sheets OAuth2 - Use same Google account ✅ Slack OAuth2 - Install app to workspace and authorize ✅ HTML to PDF API - Add API key from your PDF service ✅ VerifiEmail API - Add API key from VerifiEmail dashboard 3. Create Google Sheet (2 minutes) Create a new Google Sheet named "Feedback Log" with these column headers: Submission ID | Timestamp | Name | Email | Rating | Sentiment | Comments | Suggestions | AI Summary | PDF URL | PDF Available Until | Email Sent 4. Configure Workflow (3 minutes) Open the imported workflow Click "Log Feedback Data" node Select your "Feedback Log" spreadsheet Click "Notify Team" node Select your Slack channel (e.g., #feedback) 5. Test & Activate (5 minutes) Execute the "Webhook" node to get test URL Send test POST request (see test data below) Verify all nodes execute successfully Check email, Google Sheet, and Slack Click "Active" toggle to enable workflow Total Setup Time: ~15-20 minutes Configuration Webhook Configuration The workflow receives feedback via POST webhook: URL Format: https://your-n8n-domain.com/webhook/feedback-submission Expected Payload: { "name": "string (required)", "email": "string (optional, validated)", "rating": "integer 1-5 (required)", "comments": "string (optional)", "suggestions": "string (optional)" } Usage Testing the Workflow Using Postman/Insomnia: Create new POST request URL: https://your-n8n-domain.com/webhook/feedback-submission Headers: Content-Type: application/json Body (raw JSON): { "name": "Test User", "email": "your-email@example.com", "rating": 5, "comments": "This is a test feedback submission. Everything works great!", "suggestions": "Maybe add more features in the future." } Send request Expected response (200 OK): { "success": true, "message": "Thank you for your feedback! We've sent you a detailed report via email.", "data": { "submissionId": "FB-1234567890123-abc123xyz", "name": "Test User", "email": "your-email@example.com", "rating": "5", "sentiment": "Positive", "emailSent": "true", "reportUrl": "https://generated-pdf-url.com/report.pdf", "reportAvailableUntil": "2025-11-10" } } Using cURL: curl -X POST https://your-n8n-domain.com/webhook/feedback-submission \ -H "Content-Type: application/json" \ -d '{ "name": "Sarah Johnson", "email": "sarah@example.com", "rating": 4, "comments": "Great product! Delivery was a bit slow but customer service was helpful.", "suggestions": "Improve shipping speed and tracking updates." }' Monitoring & Maintenance Daily: Check Slack for new feedback notifications Review Google Sheet for any anomalies Weekly: Verify workflow execution success rate Check OpenAI API usage and costs Review sentiment trends in Google Sheet Monthly: Analyze feedback patterns and trends Update AI prompts if needed Check PDF service usage limits Review and optimize workflow performance Best Practices Rate Limiting Monitor for spam submissions Add rate limiting to webhook if needed Use n8n's built-in throttling Data Privacy Ensure GDPR/privacy compliance Add data retention policies Implement data deletion workflow Error Handling Set up error notifications Create error logging workflow Monitor execution failures Performance Keep Google Sheet under 50,000 rows Archive old data quarterly Use database for high volume (1000+/month) Troubleshooting Common Issues Issue 1: Webhook Not Receiving Data Symptoms: Webhook node shows no executions Forms submit but nothing happens Solutions: ✅ Verify workflow is Active (toggle at top right) ✅ Check webhook URL is correct in form ✅ Test webhook with Postman/cURL first ✅ Check n8n logs for errors: Settings → Log Streaming ✅ Verify firewall/network allows incoming webhooks Issue 2: OpenAI Node Fails Symptoms: Error: "API key invalid" Error: "Insufficient credits" Node times out Solutions: ✅ Verify API key is correct and active ✅ Check OpenAI account has sufficient credits ✅ Check API usage limits: platform.openai.com/usage ✅ Increase node timeout in workflow settings ✅ Try with shorter feedback text Issue 3: PDF Not Generating Symptoms: "PDF generation failed" error Empty PDF URL 404 when accessing PDF Solutions: ✅ Verify PDF API key is valid ✅ Check API service status ✅ Verify HTML content is valid (test in browser) ✅ Check API usage limits/quota ✅ Try alternative PDF service Issue 4: Email Not Sending Symptoms: Gmail node shows error Email doesn't arrive "Permission denied" error Solutions: ✅ Re-authenticate Gmail OAuth2 credential ✅ Check email address is valid ✅ Check spam/junk folder ✅ Verify Gmail API is enabled in Google Console ✅ Check daily sending limits not exceeded ✅ Test with different email address Issue 5: Google Sheets Not Updating Symptoms: No new rows added "Spreadsheet not found" error Permission errors Solutions: ✅ Verify spreadsheet ID is correct ✅ Check sheet name matches exactly (case-sensitive) ✅ Verify column headers match exactly ✅ Re-authenticate Google Sheets credential ✅ Check spreadsheet isn't protected/locked ✅ Verify spreadsheet isn't full (limit: 10M cells) Issue 6: Slack Not Posting Symptoms: Slack node fails Message doesn't appear in channel "Channel not found" error Solutions: ✅ Verify bot is invited to channel: /invite @BotName ✅ Check bot has chat:write permission ✅ Re-authenticate Slack credential ✅ Verify channel ID is correct ✅ Check Slack workspace isn't on free plan limits ✅ Test with different channel Debugging Tips Enable Debug Mode Settings → Executions → Save execution progress Watch each node execute step-by-step Check Execution Logs Click on failed node View "Input" and "Output" tabs Check error messages Test Nodes Individually Click "Execute Node" on each node Verify output before proceeding Use Browser Console Open Developer Tools (F12) Check for JavaScript errors Monitor network requests Enable Verbose Logging For self-hosted n8n N8N_LOG_LEVEL=debug npm start 📄 License This template is licensed under the MIT License - see the LICENSE file for details.

Transform accounts payable from a manual bottleneck into an intelligent, automated system that reads invoices, detects fraud, and processes payments automatically—saving 20+ hours per week while preventing costly fraudulent payments. 🎯 What This Workflow Does Automates the complete invoice-to-payment cycle with advanced AI: 📧 Check Invoices from Jotform - Monitor Jotform for Invoice Submission 🤖 AI-Powered OCR - Extracts ALL data from PDFs and images (vendor, amounts, line items, dates, tax) 🚨 Fraud Detection Engine - Analyzes 15+ fraud patterns: duplicates, anomalies, suspicious vendors, document quality 🚦 Intelligent Routing - Auto-routes based on AI risk assessment: Critical Fraud (Risk 80-100): Block → Slack alert → CFO investigation Manager Review (>$5K or Medium Risk): Approval workflow with full analysis Auto-Approve (<$5K + Low Risk): Instant → QuickBooks → Vendor notification 📊 Complete Audit Trail - Every decision logged to Google Sheets with AI reasoning ✨ Key Features Advanced AI Capabilities Vision-Based OCR**: Reads any invoice format—PDF, scanned images, smartphone photos 99% Extraction Accuracy**: Vendor details, line items, amounts, dates, tax calculations, payment terms Multi-Dimensional Fraud Detection**: Duplicate invoice identification (same number, similar amounts) Amount anomalies (round numbers, threshold gaming, unusually high) Vendor verification (new vendors, mismatched domains, missing tax IDs) Document quality scoring (OCR confidence, missing fields, calculation errors) Timing anomalies (future dates, expired invoices, weekend submissions) Pattern-based detection (frequent small amounts, vague descriptions, no PO references) Intelligent Processing Risk-Based Scoring**: 0-100 risk score with detailed reasoning Vendor Trust Ratings**: Build vendor reputation over time Category Classification**: Auto-categorizes (software, consulting, office supplies, utilities, etc.) Amount Thresholds**: Configurable auto-approve limits Human-in-the-Loop**: Critical decisions escalated appropriately Fast-Track Low Risk**: Process safe invoices in under 60 seconds Security & Compliance Fraud Prevention**: Catch fraudulent invoices before payment Duplicate Detection**: Prevent double payments automatically Complete Audit Trail**: Every decision logged with timestamp and reasoning Role-Based Approvals**: Route to correct approver based on amount and risk Document Verification**: Quality checks on every invoice 💼 Perfect For Finance Teams**: Processing 50-500 invoices per week CFOs**: Need fraud prevention and spending visibility Controllers**: Want automated AP with audit compliance Growing Companies**: Scaling without adding AP headcount Multi-Location Businesses**: Centralized invoice processing across offices Fraud-Conscious Organizations**: Healthcare, legal, financial services, government contractors 💰 ROI & Business Impact Time Savings 90% reduction** in manual data entry time 20-25 hours saved per week** on invoice processing Same-day turnaround** on all legitimate invoices Zero data entry errors** with AI extraction No more lost invoices** - complete tracking Fraud Prevention 100% duplicate detection** before payment Catch suspicious patterns** automatically Prevent invoice splitting** (gaming approval thresholds) Identify fake vendors** before payment Average savings: $50K-$200K annually** in prevented fraud losses Process Improvements 24-hour vendor response times** (vs 7-10 days manual) 95%+ payment accuracy** with AI validation Better cash flow management** via due date tracking Vendor satisfaction** from transparent, fast processing Audit-ready** with complete decision trail 🔧 Required Integrations Core Services Jotform** - Invoice Submissions Create your form for free on Jotform using this link OpenAI API** - GPT-4o-mini for OCR & fraud detection (~$0.03/invoice) Google Sheets** - Invoice database and analytics (free) Accounting System** - QuickBooks, Xero, NetSuite, or Sage (via API) Optional Add-Ons Slack** - Real-time fraud alerts and approval requests Bill.com** - Payment processing automation Linear/Asana** - Task creation for manual reviews Expensify/Ramp** - Expense management integration 🚀 Quick Setup Guide Step 1: Import Template Copy JSON from artifact In n8n: Workflows → Import from File → Paste JSON Template imports with all nodes and sticky notes Step 2: Configure Email Monitoring Connect Gmail or Outlook account Update filter: invoices@yourcompany.com (or your AP email) Test: Send yourself a sample invoice Step 3: Add OpenAI API Get API key: https://platform.openai.com/api-keys Add to both AI nodes (OCR + Fraud Detection) Cost: ~$0.03 per invoice processed Step 4: Connect Accounting System Get API credentials from QuickBooks/Xero/NetSuite Configure HTTP Request node with your endpoint Map invoice fields to your GL codes Step 5: Setup Approval Workflows Update email addresses (finance-manager@yourcompany.com) Configure Slack webhook (optional) Set approval thresholds ($5K default, customize as needed) Step 6: Create Google Sheet Database Create spreadsheet with columns:

Customer Feedback Loop Analyzer (n8n Automated Workflow) This workflow automates the process of collecting customer feedback from forms and emails, analyzes it using AI, classifies it by category and sentiment, logs it into Google Sheets, and routes it to the right communication channels like Slack or email. It closes the feedback loop efficiently by ensuring every review is categorized, tracked, and acted upon. Who’s it for Product managers wanting structured customer insights Customer support teams needing fast issue routing Engineering teams who want to be alerted to bugs quickly Growth & UX teams tracking feature requests and usability feedback Any business managing customer feedback at scale How it works Form submission trigger captures reviews submitted via customer review forms. Gmail trigger listens for new feedback emails. Extract details (Code node) parses sender details and extracts the actual review text. AI node (LLM) summarizes the feedback, determines sentiment, and classifies it (Bug, Feature Request, UX Issue, Other). Google Gemini (optional) provides advanced classification/summarization. Google Sheets node logs all structured feedback for historical tracking. Switch node routes feedback into separate flows by category. Slack node instantly notifies the team of critical feedback (e.g., Bugs). Email node sends reports to relevant stakeholders (e.g., Feature Requests to product managers). How to set up Import the workflow JSON into your n8n instance. Connect credentials for: Gmail (for receiving/sending feedback) Google Sheets (for logging reviews) Slack (for real-time team alerts) Configure your Google Sheet (columns for Date, Reviewer, Sentiment, Category, Feedback). Adjust the AI node prompt to reflect your team’s preferred categories. Set Slack channels and email recipients for notifications. Activate workflow. Requirements n8n (cloud or self-hosted) Gmail API access (OAuth2 connected in n8n) Google Sheets API access Slack webhook or OAuth connection (Optional) Google Gemini or another LLM integration How to customize Modify the AI prompt to classify into different categories (e.g., “Support Issue”, “Billing Problem”). Extend the Google Sheet schema to include product version, tags, or priority scores. Add a translation step if feedback is multilingual. Replace Slack notifications with Teams/Discord if needed. Connect to Jira or Trello to auto-create tasks for certain categories. Add-ons Sentiment-based alerts**: Trigger Slack notifications only if sentiment is negative. Monthly report generator**: Compile all feedback into a PDF and email it automatically. CRM integration**: Sync categorized feedback into HubSpot or Salesforce. Auto-response emails**: Acknowledge receipt of customer feedback via Gmail. Use Case Examples SaaS product team routes all Bug feedback directly to engineering Slack channel. UX team receives only “UX Issue” categorized feedback for design improvements. Marketing team logs Feature Requests into Google Sheets for roadmap prioritization. Customer support automatically responds with a thank-you email for all submissions. Common Troubleshooting | Issue | Possible Cause | Solution | | ------------------------ | ----------------------------------------- | ----------------------------------------------------- | | Workflow doesn’t trigger | Gmail/Form node not authenticated | Reconnect Gmail / check webhook form integration | | No data extracted | Code node parsing wrong field | Update regex/parsing logic to match email format | | AI classification fails | Invalid LLM credentials or quota exceeded | Reconnect LLM node / check usage limits | | Feedback not logged | Wrong Google Sheet ID or missing sharing | Verify Sheet ID and grant access to connected account | | Slack messages not sent | Invalid webhook or channel not found | Reconfigure Slack node with valid channel/webhook | | Email reports fail | Gmail OAuth token expired | Refresh Gmail credentials in n8n | Need Help? Our n8n automation experts at WeblineIndia can help you: Fine-tune the AI prompts for better categorization accuracy Build custom dashboards from your Google Sheet data Add multilingual feedback handling Connect to your ticketing system (Jira, Trello, Asana) for seamless issue tracking

Geopolitics Breaking News Alert System Workflow Name: Geopolitics Breaking News Alert System Author: Devjothi Dutta Category: Productivity, News & Media, AI/Machine Learning Complexity: Medium Setup Time: 45-60 minutes 📖 Description An intelligent geopolitical monitoring system that filters 200+ daily news articles down to only the critical breaking news that matters to you. This workflow uses smart keyword filtering and AI-powered scoring to eliminate noise, reduce AI costs, and deliver only high-priority geopolitical alerts to Telegram. The Problem: Traditional news monitoring is overwhelming - hundreds of articles per hour, 95% irrelevant to your region of interest, no urgency prioritization, and critical breaking news gets buried in noise. The Solution: This workflow combines dual-layer filtering (primary + secondary keywords) with AI scoring to distinguish actual breaking news from general news coverage. By filtering first and scoring second, you reduce AI API costs by 80-90% while ensuring you never miss critical geopolitical developments. Switch between monitoring India, China, Middle East, Russia-Ukraine, or any region by simply changing a configuration file. Perfect for government analysts, corporate security teams, investment research firms, news organizations, or anyone who needs to stay informed about geopolitical developments without information overload. 👥 Who's it for For Government & Defense Analysts: Monitor specific regions for military actions, diplomatic developments, and security threats Filter by mission-critical keywords to eliminate irrelevant news AI scoring identifies genuine breaking news vs routine coverage Reduce analyst workload by 90% through intelligent automation For Corporate Security & Risk Teams: Track geopolitical risks affecting global supply chains and operations Custom keyword filters for industry-specific concerns (e.g., "semiconductor", "tariff", "sanctions") Real-time alerts for events impacting business continuity Cost-efficient monitoring with minimal AI API usage For Investment Research Firms: Monitor emerging market geopolitical risks affecting portfolio companies AI scoring differentiates market-moving events from background noise Configurable alert thresholds based on investment strategy (conservative vs aggressive) Track multiple regions simultaneously with different configs For News Organizations & Journalists: Monitor breaking geopolitical developments for editorial coverage Filter by urgency to prioritize assignment desk resources Aggregate multiple international news sources in one place Extend alerts to newsroom Slack channels or email ✨ Key Features 🎯 Smart Dual-Layer Filtering - Primary keywords ensure regional relevance, secondary keywords filter by event type (military, diplomatic, economic) 🤖 AI-Powered Urgency Scoring - GPT-4o-mini scores articles 1-10 based on geopolitical urgency, distinguishing breaking news from routine coverage 💰 Cost-Efficient Design - Filter first, score second approach reduces AI API calls by 80-90% (only ~5 articles analyzed out of 200) 🌍 Multi-Region Support - Monitor India, China, Middle East, Russia-Ukraine, or any region by switching config files 📰 Multi-Source RSS Aggregation - Combines 6 international news sources (NYT, BBC, Al Jazeera, SCMP, regional feeds) 🔄 Duplicate Detection - Persistent storage prevents re-analyzing same articles across multiple executions 📊 Consolidated Alerts - Single Telegram message with all breaking news, grouped by urgency score ⏰ Flexible Scheduling - Configure trigger interval per your needs (15min for active conflicts, 3hr for routine monitoring) 💾 Config-Driven Architecture - All filters, keywords, and scoring rules in Google Drive JSON file 🔒 Production Ready - Tested end-to-end with real-world India and China configurations 📈 Scalable Design - Run multiple regional configs in parallel, extend to Slack/WhatsApp/Email delivery 🛠️ Requirements Required Services: n8n (version 1.0+) - Workflow automation platform Free tier: n8n cloud or self-hosted Docker Required feature: Data Tables (for duplicate tracking) OpenAI API (GPT-4o-mini) - AI scoring engine Cost: ~$0.10/day for 30min intervals Free tier: $5 credit for new accounts Telegram Bot - Alert delivery Free: Create via @BotFather on Telegram Get chat ID via @userinfobot Google Drive - Config file storage Free: Any Google account Used for publicly shared JSON config files Required Credentials: OpenAI API Key** - Get from platform.openai.com (GPT-4o-mini access) Telegram Bot Token** - Create bot via @BotFather, get token n8n Data Table** - Built-in n8n feature (no external credential) Optional: Slack Webhook URL (for extending alerts to Slack) SMTP credentials (for email alerts) Twilio account (for WhatsApp/SMS alerts) 📦 What's Included This workflow package includes: Complete n8n workflow JSON (ready to import) Complete setup guide - Detailed configuration with Data Table setup, troubleshooting Technical architecture documentation Use cases and customization guide 4 pre-built regional configs (India, China, Middle East, Russia-Ukraine) 🚀 Quick Start Full setup takes 45-60 minutes. For detailed step-by-step instructions, see SETUP_GUIDE.md Overview Create n8n Data Table (analyzed_articles with 2 columns) Upload config to Google Drive (choose region, share publicly, get file ID) Import workflow (22 nodes ready to configure) Configure nodes: Update Google Drive config URL with your file ID Update 6 RSS Feed URLs for your region Link 3 Data Table nodes to analyzed_articles table Add credentials (OpenAI API, Telegram Bot) Set schedule (15min-daily based on monitoring needs) Test workflow (verify filtering, scoring, alerts work) Activate (workflow runs automatically on schedule) Quick Start Result: ✅ 200+ articles processed → 5-7 filtered → 3-5 scored → 1-3 alerts sent ✅ Telegram receives consolidated breaking news message ✅ Workflow runs every 30min (or your chosen interval) ✅ Total monthly cost: $3-5 (OpenAI API only) Need help? See detailed SETUP_GUIDE.md for complete instructions with screenshots and troubleshooting. 📊 Workflow Stats Nodes:** 22 Complexity:** Medium Execution Time:** ~30-60 seconds per run Monthly Cost:** $3-5 (OpenAI API usage only) Maintenance:** Minimal (update RSS feeds if sources change) Scalability:** Handles 200+ articles per execution, easily scales to 10+ RSS feeds 🎨 Customization Options Add more regions:** Create new config JSON files for North Korea, Taiwan, Africa, Latin America, etc. Multi-channel alerts:** Extend to Slack, WhatsApp, Email, Discord, Microsoft Teams, SMS Severity-based routing:** Send critical alerts (score 9-10) via SMS, others to Telegram Custom scoring models:** Switch between GPT-4o-mini, GPT-4o, Claude based on config Exclude keywords:** Add "exclude_keywords" array to filter out sports, entertainment, weather Alert digest mode:** Aggregate alerts into daily/weekly summary emails instead of real-time Dashboard integration:** Connect to Grafana or Metabase for visual trend analysis Webhook triggers:** Use workflow output to trigger other n8n workflows or external systems Custom RSS feeds:** Add industry-specific or regional news sources Adjust alert threshold:** Change from score >= 6 to higher/lower based on notification preferences 🔧 How it Works Schedule Trigger (Configurable): Workflow runs at your configured interval (15min, 30min, 1hr, 3hr, daily, etc.) Trigger frequency depends on use case: active conflicts need more frequent monitoring Config Loading: HTTP Request node fetches JSON config from Google Drive Config contains: keywords, scoring rules, AI role, alert threshold, Telegram chat ID RSS Aggregation: 6 RSS Feed nodes fetch articles from international news sources Merge node combines all feeds (~200 articles per execution) RSS Cleanup node strips HTML and normalizes to 5 fields (60-75% size reduction) Smart Filtering (Cost Optimization Layer 1): Dynamic Filter checks PRIMARY keywords (geographic/entity: "india", "modi", "delhi") Also checks SECONDARY keywords (event type: "military", "conflict", "trade deal") Both conditions required: Article must mention at least one primary AND one secondary Result: 200 articles reduced to ~5-7 relevant articles (95% reduction) Why this matters: Eliminates noise BEFORE expensive AI scoring Duplicate Detection (Cost Optimization Layer 2): Queries Data Table for previously analyzed article links Filters out articles already scored in last 7 days Result: 5-7 filtered articles reduced to 3-5 new articles Why this matters: Prevents redundant AI API calls (saves 80% on repeat articles) Dynamic AI Prompt Generation: Code node builds system prompt from config.ai_role and config.scoring_criteria Instructs AI: "You are a geopolitical analyst for [REGION]. Score articles 1-10..." Includes scoring rubric: 9-10 = Military Action, 7-8 = Trade/Economic, etc. AI Urgency Scoring (Breaking News Detection): Breaking News Analyzer (GPT-4o-mini) evaluates geopolitical urgency Scores 1-10: Distinguishes genuine breaking news from routine coverage Returns: score, category, reasoning, should_alert (true/false based on threshold) Cost: $0.002 per article (only 3-5 articles scored per execution) Alert Decision: IF node checks: should_alert === true (score >= config.alert_threshold) Only high-priority alerts proceed to Telegram Articles below threshold are logged but not sent Alert Aggregation: Consolidates multiple breaking news alerts into single Telegram message Groups by urgency score with color-coded emojis (🔴 9-10, 🟠 7-8, 🟡 6-7) Includes: score, category, title, link for each alert Telegram Delivery: Sends consolidated alert to configured Telegram chat Uses HTML formatting for bold text and clickable links Chat ID dynamically loaded from config (different regions → different chats) 💡 Pro Tips Start with Higher Threshold:** Begin with alert_threshold = 7 to avoid alert fatigue, lower to 6 after tuning keywords Regional RSS Matters:** Use region-specific news sources for better coverage (e.g., Times of India for India, not just BBC/NYT) Test Keywords First:** Run workflow manually with "Test Workflow" to verify keyword filtering before activating schedule Monitor AI Costs:** Check OpenAI usage dashboard after first week to confirm ~$0.10/day cost estimate Tune Secondary Keywords:** Add domain-specific terms to secondary keywords (e.g., "semiconductor" for tech supply chain monitoring) Use Separate Configs for Critical Regions:** Clone workflow for high-priority regions instead of switching configs manually Schedule Based on Time Zones:** Align execution intervals with business hours in monitored region (e.g., 9AM-6PM IST for India) Clear Duplicates for Testing:** Manually clear analyzed_articles Data Table when testing new configs for fresh results Backup Working Configs:** Export and version control config files before making major keyword changes Consider Alert Fatigue:** Score 9-10 events are rare (0-1 per day), score 6-8 events are common (2-5 per day) - set threshold accordingly 🔗 Related Workflows Multi-Region Geopolitics Dashboard** - Combine multiple regional configs into single monitoring dashboard Geopolitical Risk Scoring for Portfolios** - Integrate with stock portfolio data to assess investment risk Automated Geopolitical Intelligence Reports** - Generate daily/weekly PDF reports from breaking news data Conflict Escalation Tracker** - Track score trends over time to detect escalating tensions Supply Chain Risk Alerting** - Focus on trade/sanctions news affecting global supply chains 📧 Support & Feedback For questions, issues, or feature requests: GitHub:** n8n-geopolitics-breaking-news-alert Repository n8n Community Forum:** Tag @devdutta Email:** devjothi@gmail.com 📄 License MIT License - Free to use, modify, and distribute ⭐ If you find this workflow useful, please share your feedback and star the workflow!

This enterprise-grade n8n workflow automates the entire event planning lifecycle — from client briefs to final reports — using Claude AI, real-time financial data, and smart integrations. It converts raw client data into optimized, insight-driven event plans with cost savings, risk management, and automatic reporting, all with zero manual work. Key Features Multi-source data fusion** from Google Sheets (ClientBriefs, BudgetEstimates, ActualCosts, VendorDatabase) AI-powered orchestration* using *Claude 3.5 Sonnet** for event plan optimization Automatic ROI and variance analysis** with cost-saving insights Vendor intelligence** — ranks suppliers by cost, rating, and reliability Risk engine** computes event risk (probability × impact) Auto-approval logic** for safe, high-ROI events Multi-channel delivery:** Slack + Email + Google Sheets Audit-ready:** Full JSON plan + execution logs Scalable triggers:** Webhook or daily schedule Workflow Process | Step | Node | Description | | ---- | --------------------------- | -------------------------------------------------------- | | 1 | Orchestrate Trigger | Runs daily at 7 AM or via webhook (/event-orchestrate) | | 2 | Read Client Brief | Loads event metadata from the ClientBriefs sheet | | 3 | Read Budget Estimates | Fetches estimated budgets and vendor data | | 4 | Read Actual Costs | Loads live cost data for comparison | | 5 | Read Vendor Database | Pulls vendor pricing, reliability, and rating | | 6 | Fuse All Data | Merges data into a unified dataset | | 7 | Data Fusion Engine | Calculates totals, variances, and validates inputs | | 8 | AI Orchestration Engine | Sends structured prompt to Claude AI for analysis | | 9 | Parse & Finalize | Extracts JSON, computes ROI, risks, and savings | | 10 | Save Orchestrated Plan | Updates OrchestratedPlans sheet with results | | 11 | Team Sync | Sends status & summary to Slack | | 12 | Executive Report | Emails final interactive plan to event planner | Setup Instructions 1. Import Workflow Open n8n → Workflows → Import from Clipboard Paste the JSON workflow 2. Configure Credentials | Integration | Details | | ----------------- | -------------------------------------------------- | | Google Sheets | Service account with spreadsheet access | | Claude AI | Anthropic API key for claude-3-5-sonnet-20241022 | | Slack | Webhook or OAuth app | | Email | SMTP or Gmail OAuth credentials | 3. Update Spreadsheet IDs Ensure your Google Sheets include: ClientBriefs BudgetEstimates ActualCosts VendorDatabase OrchestratedPlans 4. Set Triggers Webhook:** /webhook/event-orchestrate Schedule:** Daily at 7:00 AM 5. Run a Test Use manual execution to confirm: Sheet updates Slack notifications Email delivery Google Sheets Structure ClientBriefs | eventId | clientName | eventType | attendees | budget | eventDate | plannerEmail | spreadsheetId | teamChannel | priority | |----------|-------------|------------|-----------|----------|------------|---------------|---------------|-------------| | EVT-2025-001 | Acme Corp | Conference | 200 | 75000 | 2025-06-15 | sarah@acme.com | 1A... | #event-orchestration | High | BudgetEstimates | category | item | budgetAmount | estimatedCost | vendor | | -------- | -------------- | ------------ | ------------- | ----------- | | Venue | Grand Ballroom | 20000 | 22500 | Luxe Events | ActualCosts | category | actualCost | | -------- | ---------- | | Venue | 23000 | VendorDatabase | vendorName | category | avgCost | rating | reliability | | ----------- | -------- | ------- | ------ | ----------- | | Luxe Events | Venue | 21000 | 4.8 | High | OrchestratedPlans Automatically filled with: eventId, savings, roi, riskLevel, status, summary, fullPlan (JSON) System Requirements | Requirement | Version/Access | | --------------------- | ---------------------------------------------- | | n8n | v1.50+ (LangChain supported) | | Claude AI API | claude-3-5-sonnet-20241022 | | Google Sheets API | https://www.googleapis.com/auth/spreadsheets | | Slack Webhook | Required for notifications | | Email Service | SMTP, Gmail, or SendGrid | Optional Enhancements Add PDF export for management reports Connect Google Calendar for event scheduling Integrate CRM (HubSpot / Salesforce) for client updates Add interactive Slack buttons for approvals Export results to Notion or Airtable Enable multi-event batch orchestration Add forecasting from past data trends Result: A single automated system that plans, analyzes, and reports events — with full AI intelligence and zero manual work. Explore More AI Workflows: https://www.oneclickitsolution.com/contact-us/

AI-Powered Product-Qualified Lead (PQL) Scoring & Sales Routing One-Line Description Automatically score product usage signals from Amplitude cohorts and route hot leads to sales with enriched context. Detailed Description What it does: This workflow transforms behavioral data into sales-ready leads by instantly detecting when users hit your PQL threshold, enriching their profile with company intelligence, and using AI to score their conversion potential. Hot leads are routed directly to sales with personalized conversation starters, while warm and cold leads enter appropriate nurture sequences. Who it's for: Product-led growth (PLG) teams** bridging the gap between product adoption and sales conversion Sales development teams** needing real-time alerts on high-intent users with actionable context Revenue operations professionals** optimizing lead handoff processes between product and sales Key Features: Real-time PQL detection** - Triggers instantly when users enter Amplitude behavior cohorts, eliminating manual lead review Multi-source enrichment** - Combines product usage data with company intelligence from People Data Labs and AI-powered research AI-driven scoring** - Evaluates usage intensity, ICP fit, intent signals, and timing to produce 0-10 lead scores with breakdown reasoning Smart routing logic** - Automatically categorizes leads as hot (8-10), warm (5-7), or cold (0-4) for appropriate follow-up workflows Sales enablement context** - Provides conversation starters, key insights, red flags, and handoff recommendations tailored to each lead Customizable criteria** - References external Google Doc for PQL rules, allowing non-technical teams to update scoring logic How it works: Trigger: Amplitude fires webhook when user enters predefined PQL cohort based on product usage patterns Enrichment: Pulls company data from People Data Labs and conducts AI research on company stage, tech sophistication, and budget indicators AI Scoring: Agent evaluates combined usage + enrichment data against ICP criteria stored in Google Docs, producing structured scoring output Routing: High-scoring leads (hot) generate formatted Slack alerts for immediate sales outreach; warm/cold leads could trigger email sequences (not shown in this template) Setup Requirements Prerequisites: Amplitude account** with cohort webhook capability (Growth plan or higher) People Data Labs API key** for company/person enrichment (paid credits required) Perplexity API** for AI-powered company research Anthropic Claude API** for PQL scoring logic Google Gemini API** for Slack message formatting Slack workspace** with OAuth app configured for posting messages Google Docs** containing your PQL criteria and ICP definition (publicly readable or authenticated access) Estimated Setup Time: 45-60 minutes including API credential configuration, Amplitude cohort definition, and PQL criteria document creation Installation Notes Amplitude cohort setup**: Define your PQL cohort using behavioral criteria (e.g., "Users who viewed 5+ pages AND invited team members in last 7 days"). Configure webhook to fire on cohort entry. PQL criteria document**: Create a Google Doc outlining your scoring components (usage intensity factors, ICP requirements, intent signals). Update the Google Docs Tool node with your document URL. Free email filtering**: The workflow includes logic to flag free email domains (Gmail, Yahoo, etc.) which you may want to route differently Testing tip**: Use Amplitude's "Test Webhook" feature to send sample payloads before going live Customization Options Replace People Data Labs** with Clearbit, Apollo, or other enrichment providers by swapping the HTTP Request node Add CRM integration** to automatically create opportunities or update lead scores in Salesforce/HubSpot Extend routing paths** by adding branches for warm/cold leads (e.g., trigger email sequences via Customer.io, Braze) Adjust scoring weights** by modifying the AI agent prompt or criteria document without touching workflow logic Multi-channel alerts** by duplicating output nodes to send to email, SMS, or CRM tasks in addition to Slack Category Sales Tags amplitude pql product-qualified-leads sales-automation lead-scoring enrichment people-data-labs slack-notifications ai-scoring revenue-operations Use Case Examples SaaS PLG companies**: Automatically escalate free trial users who hit usage milestones (API calls, integrations connected, team invites sent) to sales for upgrade conversations Developer tools**: Identify enterprise-ready accounts based on team size growth, deployment patterns, and GitHub integration usage, routing to enterprise sales team B2B marketplaces**: Surface buyers showing high-intent behavior (multiple searches, saved items, pricing page views) to account executives with company context for proactive outreach

Description Automate your GoHighLevel (GHL) client onboarding process from the moment a deal is marked as “Won.” This workflow seamlessly generates client folders in Google Drive, duplicates contract and kickoff templates, schedules kickoff calls, sends branded welcome emails, creates onboarding tasks in GHL, and notifies your team in Slack. 🚀📂📧📅💬 What This Template Does Triggers automatically when an opportunity is marked as Won in GHL 🏆 Validates and formats client data to ensure clean records 🔍 Creates structured client folders in Google Drive 📂 Copies contract & kickoff deck templates with client-specific naming 📝 Sends personalized welcome email via Gmail ✉️ Schedules kickoff call in Google Calendar 📅 Creates onboarding tasks in GHL for account managers ✅ Sends Slack notifications to keep your team informed instantly 💬 Catches errors and sends alerts to a Slack error channel 🚨 Key Benefits Saves 30–45 minutes per onboarding ⏱️ Eliminates manual data entry and human errors 🧹 Guarantees consistent client experience across all deals 🤝 Automates document creation & sharing 📄 Ensures team visibility and faster response times 📲 Built-in validation and error handling for reliability 🔐 Features Webhook-based trigger from GoHighLevel ⚡ Automatic client data formatting and validation 🛠️ Google Drive folder & document automation with templates 📂 Personalized Gmail welcome email with branding ✉️ Automated kickoff call scheduling in Google Calendar 📅 Task creation in GHL for seamless follow-up 📌 Slack notifications for both success and error handling 💬 Error channel with detailed failure reports 🚨 Requirements n8n instance (cloud or self-hosted) GoHighLevel account with API access 🔑 Google Workspace (Drive, Gmail, Calendar) 📊 Slack workspace with Bot Token & channel access 💬 Pre-created contract and kickoff deck templates in Google Drive 📄 Target Audience Agencies & consultants using GoHighLevel for client management 🏢 Sales teams wanting instant onboarding after a deal closes 💰 Operations teams seeking consistent and repeatable onboarding flows ⚙️ Account managers who need structured onboarding tasks ✅ Businesses scaling client onboarding and reducing manual workload 🚀 Step-by-Step Setup Instructions Configure GHL webhook → Trigger on “Opportunity Status Changed = Won.” Connect your GHL API credentials (OAuth2 or API key). Add Google Drive OAuth2 credentials → Set parent folder ID & template IDs. Configure Gmail OAuth2 → Replace hardcoded email with client email variable. Connect Google Calendar → Select the calendar for kickoff calls. Connect Slack API → Choose channels for onboarding updates and errors. Update template IDs for contract and kickoff deck in the workflow. Import workflow into n8n, map credentials, and test once. Enable workflow → onboarding is now fully automated. ✅

Daily Sales Metrics Auto-Insight with Gemini, Google Sheets, Calendar, Telegram, Trello and Gmail Who’s it for This workflow is ideal for sales managers, operations teams, and business owners who need daily automated sales summaries and team notifications. It eliminates the hassle of manually gathering, analyzing, and reporting daily sales data, providing instant insights and proactive notifications to keep your team aligned. How it works / What it does This advanced workflow automates the entire daily sales reporting pipeline with actionable team alerts: Webhook captures new sales entries in real-time. The data is logged into Google Sheets. It retrieves all rows to compile current sales metrics. A custom node concatenates the data into an AI-friendly format. The Google Gemini Chat Model generates concise sales insights. HTML tags are cleaned up with a Remove HTML Tags node. The insights are classified (Good, Bad, Very Bad) using AI. Based on the classification: -- Teams are alerted via Telegram group messages. -- For negative insights, a Trello card backlog is created for follow-up. -- A Google Calendar meeting is scheduled automatically to discuss issues. An email summary is also sent out via Gmail to ensure no update is missed How to set up Import the workflow into your n8n instance. Configure the Webhook URL in your data source (POS, CRM, etc.). Connect Google Sheets, Google Gemini API, Trello, Telegram, and Google Calendar. Adjust classification logic inside the Classify Insight node if needed. Customize the message templates for email and Telegram. Test the workflow with sample data to validate automation flow. Requirements n8n account with active workflows. Google Sheets API credentials. Google Gemini API access. Telegram Bot Token & Group ID. Trello API Key & Token. Google Calendar API setup. Gmail or SMTP credentials for email notifications. How to customize the workflow Adjust the Concat Sales Data node if you want to include more fields or different data formats. Modify the Gemini prompt for personalized insight summaries. Change the classification thresholds (Good, Bad, Very Bad) based on your business KPIs. Update the notification messages in Telegram and Email nodes. Add or remove post-classification actions, like creating different task cards or sending escalations to other platforms (Slack, Microsoft Teams, etc.). Automate daily sales insights from Google Sheets using Gemini AI, classify results, and notify your team via email, Telegram, Trello, and Google Calendar instantly. Email Preview