Workflow Templates

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!

📄 PDF-to-Order Automation for Magento2 (Adobe commerce / open source) Description This n8n template demonstrates how to automatically process PDF purchase orders received via email and convert them into sales orders in Adobe Commerce (Magento 2) using Company Credit as the payment method. This is especially useful for B2B companies receiving structured orders from clients by email. Use cases include: Automating incoming B2B orders Reducing manual entry for sales teams Ensuring fast order creation in Adobe Commerce Reliable error handling and customer validation Good to know This workflow is tailored for Adobe Commerce, using the Company Credit payment method. It requires that the customer already has an account in Adobe Commerce and is authorized to use Company Credit. The same flow can be easily adapted for other payment methods (e.g. Purchase Order, Bank Transfer). No third-party services are required aside from n8n and access to Adobe Commerce with API credentials. How it works Trigger → Monitors an email inbox for incoming emails with PDF attachments. Extract PDF → Downloads the attached PDF and parses order data (e.g. SKU, quantity, customer reference). Validate Customer → Checks if the sender matches an existing customer in Adobe Commerce and verifies Company Credit eligibility. Create Order → Generates a new order in Magento using the extracted product data and Company Credit. Handle Errors → Logs issues and can notify a designated channel (email, Slack, etc.) if something goes wrong. Optional Enhancements → Add logging to Airtable, send confirmations to customers, or attach parsed order data to CRM entries. How to use A manual trigger is included as an example, but you can replace it with an IMAP Email Trigger, Gmail Trigger, or Webhook, depending on your setup. Customize the PDF parser node to fit your specific document layout and field structure. Configure Adobe Commerce API credentials in the HTTP nodes (or use environment variables). Optionally connect error steps to Slack, Email, or dashboards for monitoring. Requirements ✅ n8n instance (self-hosted or cloud) ✅ Adobe Commerce (Magento 2) instance with API access and Company Credit enabled ✅ Structured PDF templates used by your customers (Optional) Slack/Email/Airtable for notifications and logs Customising this workflow This workflow can be adapted for: Other payment methods (e.g. Purchase Orders, Online Payment) Magento open source ready. Just use your own payment method Alternate order sources (e.g. uploading PDFs via a portal instead of email) Parsing other document formats (e.g. CSV, Excel) Direct integration into ERP systems

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. ✅

Automate admin tasks for manufacturing companies by processing emails, extracting key data from invoices & purchase orders, and delivering instant alerts via Gmail and Telegram. 📝 Description This workflow automatically: Fetches incoming emails from Gmail Classifies emails (invoices, purchase orders, payment follow-up, etc.) using AI Sends tailored auto-replies based on content and attachment presence Extracts structured data from attached invoices/POs (PDFs etc.) Delivers alerts and document files to your team via Telegram Logs or routes data for further use in accounting or internal systems ⚙️ Pre-Conditions & Requirements Before using this workflow, you need: Gmail Account with API access (for OAuth2 authentication) Telegram Bot API Token (create a Telegram bot and get your API key) Optional: API credentials for Google Sheets or other data sinks if you want to log extracted data OpenRouter API credentials (for LLM-powered nodes, if used) Access to an n8n instance (cloud or self-hosted) 🛠 Setup Instructions Import the Workflow: Download the JSON file and import it into your n8n instance. Connect Accounts: Configure the Gmail Trigger node with your Gmail OAuth2 credentials Set up the Telegram node with your bot API token Set Required Variables: Adjust AI instructions or prompt text if needed (for your company’s tone/templates) Customize labels, keywords, or filters in code nodes for your use case Set target Telegram chat/group IDs Test the Workflow: Send a sample email with attachments to your Gmail account Confirm that emails are classified, replies are sent, and Telegram notifications/mobile alerts are delivered as expected Review and Connect Optional Modules: For logging or archiving extracted data, connect additional “Google Sheets” or “Webhook” nodes as needed 🧩 Customization Tips Modify Email Categories: Update AI prompt instructions or filters to add/change labels (“Vendor Query,” “Partial Payment,” etc.) Attachment Handling: Edit the code node logic to detect and process additional file types (DWG, XLSX, ZIP, etc.) Notification Logic: Change the Telegram destination or add Slack/Microsoft Teams for broader team alerts Data Logging: Add nodes for CRM, inventory, or ERP integration (push to your accounting or workflow management tool) Example AI Prompt (for categorization) text You are the personal emailing assistant for Zenith Engineering, a manufacturing company... Your tasks: Categorize each email by priority Draft polite, professional replies... Identify and label attachments such as invoices, POs, drawings Response should be a valid JSON object: {"Label":"Important", "Response":"..."} If you have any doubts and questions let me know : smonu2303@gmail.com from Pune. Linkedin: https://www.linkedin.com/in/raj-more-171560bb/

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

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

Automated AI-Powered Testimonial Processing & Social Media Workflow Overview: This comprehensive workflow automates the entire testimonial collection and publishing process, from submission to social media-ready content. It uses AI to enhance testimonials, generates beautiful branded cards, and implements an approval system before posting. Key Features: ✅ Webhook-based submission - Accept testimonials via API 🤖 AI Enhancement - GPT-4 polishes grammar while maintaining authenticity 🎨 Automated Design - Generates professional 800x600px testimonial cards ☁️ Cloud Storage - Uploads to Google Drive with organized naming 📊 Database Logging - Tracks all testimonials in Google Sheets 🔔 Team Notifications - Slack alerts for new and approved testimonials ✅ Approval Workflow - Manual review before social media posting 🔄 Scheduled Checker - Auto-detects approved testimonials every 5 minutes Workflow Steps: Main Flow (Testimonial Processing): Receives testimonial via webhook (POST request) Validates and cleans data (name, testimonial, photo, email) Enhances testimonial using GPT-4 Turbo Generates HTML template with customer details Converts HTML to PNG image (800x600px) Uploads image to Google Drive Logs all data to Google Sheets with "Pending Approval" status Sends Slack notification to review team Approval Flow (Scheduled Check): Runs every 5 minutes automatically Checks Google Sheets for approved testimonials Filters testimonials not yet posted Sends ready-to-post Slack notification with formatted text Marks testimonial as processed in database Use Cases: SaaS companies collecting customer feedback Marketing agencies managing client testimonials E-commerce businesses showcasing reviews Course creators featuring student success stories Any business automating social proof collection What Makes This Workflow Special: Zero manual design work** - Beautiful cards generated automatically AI-powered quality** - Professional grammar enhancement Audit trail** - Complete tracking in Google Sheets Approval control** - Review before publishing Duplicate prevention** - Smart matching by Drive ID Flexible input** - Accepts multiple field name variations 🔧 Required Integrations: OpenAI API (GPT-4 Turbo) - AI testimonial enhancement HTML/CSS to Image API - Screenshot generation Google Drive OAuth2 - Image storage Google Sheets OAuth2 - Database management Slack API - Team notifications 📋 Prerequisites: n8n instance (self-hosted or cloud) OpenAI API key (https://platform.openai.com) HTML/CSS to Image account (https://htmlcsstoimg.com) - Free tier available Google Cloud project with Drive & Sheets API enabled Slack workspace with app permissions 🚀 Setup Instructions: 1. Import Workflow Download the JSON file Import into your n8n instance Replace placeholder credentials (see below) 2. Configure Credentials Add these credentials in n8n: OpenAI API** - Your API key htmlcsstoimgApi** - User ID and API key Google Drive OAuth2** - Configure OAuth app Google Sheets OAuth2** - Same Google Cloud project Slack API** - Create Slack app with chat:write scope 3. Update Configuration Replace in the JSON: Google Drive Folder ID** - Your testimonial storage folder Google Sheets ID** - Your database spreadsheet Slack Channel ID** - Your notification channel 4. Test the Workflow Send a POST request to your webhook URL: { "name": "Sarah Johnson", "designation": "Marketing Director", "photo_url": "https://i.pravatar.cc/400?img=5", "testimonial_text": "Working with this team was amazing!", "email": "sample@gmail.com" } 📊 Google Sheets Setup: Create a Google Sheet with these columns: Timestamp Name Designation Original Testimonial Testimonial (Enhanced) Image Link Drive ID Status Email Original Length Enhanced Source Posted to Social Posted At 🎨 Customization Options: Modify AI prompt for different enhancement styles Change HTML template colors/design Add more validation rules Integrate with Twitter/LinkedIn APIs for auto-posting Add email notifications instead of Slack Include rating/score system Add custom approval fields 🆘 Troubleshooting: Webhook not receiving data: Check webhook URL is correct Verify HTTP method is POST Ensure Content-Type is application/json AI enhancement failing: Verify OpenAI API key is valid Check API usage limits Ensure sufficient credits Image not generating: Confirm htmlcsstoimg credentials are correct Check HTML template has no errors Verify you haven't exceeded free tier limit Google Drive upload failing: Re-authenticate OAuth2 connection Check folder ID is correct Verify folder permissions 🏆 Perfect For: Marketing teams Customer success teams Product managers Social media managers Growth hackers Agency owners ⚖️ License: Free to use and modify for personal and commercial projects.

Overview This automated workflow intelligently qualifies interior design leads, generates personalized client emails, and manages follow-up through a human-approval process. Built with n8n, Claude AI, Telegram approval, and Notion database integration. ⚠️ Hosting Options This template works with both n8n Cloud and self-hosted instances. Most nodes are native to n8n, making it cloud-compatible out of the box. What This Template Does Automated Lead Management Pipeline: Captures client intake form submissions from website or n8n forms AI-powered classification into HOT/WARM/COLD categories based on budget, project scope, and commitment indicators Generates personalized outreach emails tailored to each lead type Human approval workflow via Telegram for quality control Email revision capability for rejected drafts Automated client email delivery via Gmail Centralized lead tracking in Notion database Key Features ✅ Intelligent Lead Scoring: Analyzes 12+ data points including budget (AED), space count, project type, timeline, and style preferences ✅ Personalized Communication: AI-generated emails reference specific client details, demonstrating genuine understanding ✅ Quality Control: Human-in-the-loop approval via Telegram prevents errors before client contact ✅ Smart Routing: Different workflows for qualified leads (meeting invitations) vs. unqualified leads (respectful alternatives) ✅ Revision Loop: Rejected emails automatically route to revision agent for improvements ✅ Database Integration: All leads stored in Notion for pipeline tracking and analytics Use Cases Interior design firms managing high-volume lead intake Architecture practices with complex qualification criteria Home renovation companies prioritizing project value Any service business requiring budget-based lead scoring Sales teams needing approval workflows before client contact Prerequisites Required Accounts & API Keys: Anthropic Claude API - For AI classification and email generation Telegram Bot Token - For approval notifications Gmail Account - For sending client emails (or any SMTP provider) Notion Account - For lead database storage n8n Account - Cloud or self-hosted instance Technical Requirements: Basic understanding of n8n workflows Ability to create Telegram bots via BotFather Gmail app password or OAuth setup Notion database with appropriate properties Setup Instructions Step 1: Clone and Import Template Copy this template to your n8n instance (cloud or self-hosted) All nodes will appear as inactive - this is normal Step 2: Configure Form Trigger Open the Client Intake Form Trigger node Choose your trigger type: For n8n forms: Configure form fields matching the template structure For webhook: Copy webhook URL and integrate with your website form Required form fields: First Name, Second Name, Email, Contact Number Project Address, Project Type, Spaces Included Budget Range, Completion Date, Style Preferences Involvement Level, Previous Experience, Inspiration Links Step 3: Set Up Claude AI Credentials Obtain API key from https://console.anthropic.com In n8n: Create new credential → Anthropic → Paste API key Apply credential to these nodes: AI Lead Scoring Engine Personalized Client Outreach Email Generator Email Revision Agent Step 4: Configure Telegram Approval Bot Create bot via Telegram's @BotFather Copy bot token Get your Telegram Chat ID (use @userinfobot) In n8n: Create Telegram credential with bot token Configure Human-in-the-Loop Email Approval node: Add your Chat ID Customize approval message format if desired Step 5: Set Up Gmail Sending Enable 2-factor authentication on Gmail account Generate app password: Google Account → Security → App Passwords In n8n: Create Gmail credential using app password Configure Client Email Delivery node with sender details Step 6: Connect Notion Database Create Notion integration at https://www.notion.so/my-integrations Copy integration token Create database with these properties: Client Name (Title), Email (Email), Contact Number (Phone) Project Address (Text), Project Type (Multi-select) Spaces Included (Text), Budget (Select), Timeline (Date) Classification (Select: HOT/WARM/COLD), Confidence (Select) Estimated Value (Number), Status (Select) Share database with your integration In n8n: Add Notion credential → Paste token Configure Notion Lead Database Manager with database ID Step 7: Customize Classification Rules (Optional) Open AI Lead Scoring Engine node Review classification criteria in the prompt: HOT: 500k+ AED, full renovations, 2+ spaces WARM: 100k+ AED, 2+ spaces COLD: <100k AED OR single space Adjust thresholds to match your business requirements Modify currency if not using AED Step 8: Personalize Email Templates Open Personalized Client Outreach Email Generator node Customize: Company name and branding Signature placeholders ([Your Name], [Title], etc.) Tone and style preferences Alternative designer recommendations for COLD leads Step 9: Test the Workflow Activate the workflow Submit a test form with sample data Monitor each node execution in n8n Check Telegram for approval message Verify email delivery and Notion database entry Step 10: Set Up Error Handling (Recommended) Add error workflow trigger Configure notifications for failed executions Set up retry logic for API failures Workflow Node Breakdown 1. Client Intake Form Trigger Captures lead data from website forms or n8n native forms with all project details. 2. AI Lead Scoring Engine Analyzes intake data using structured logic: budget validation, space counting, and multi-factor evaluation. Returns HOT/WARM/COLD classification with confidence scores. 3. Lead Classification Router Routes leads into three priority workflows based on AI classification, optimizing resource allocation. 4. Sales Team Email Notifier Sends instant alerts to sales representatives with complete lead details and AI reasoning for internal tracking. 5. Personalized Client Outreach Email Generator AI-powered composer creating tailored responses demonstrating genuine understanding of client vision, adapted by lead type. 6. Latest Email Version Controller Captures most recent email output ensuring only final approved version proceeds to delivery. 7. Human-in-the-Loop Email Approval Telegram-based review checkpoint sending generated emails to team member for quality control before client delivery. 8. Approval Decision Router Evaluates reviewer's response, routing approved emails to client delivery or rejected emails to revision agent. 9. Email Revision Agent AI-powered editor refining rejected emails based on feedback while maintaining personalization and brand voice. 10. Client Email Delivery Sends final approved personalized emails demonstrating understanding of project vision with clear next steps. 11. Notion Lead Database Manager Records all potential clients with complete intake data, classification results, and tracking information for pipeline management. Customization Tips Adjust Classification Thresholds: Modify budget ranges and space requirements in the AI Lead Scoring Engine prompt to match your market and service level. Multi-Language Support: Update all AI agent prompts with instructions for your target language. Claude supports 100+ languages. Additional Routing: Add branches for special cases like urgent projects, VIP clients, or specific geographic regions. CRM Integration: Replace Notion with HubSpot, Salesforce, or Airtable using respective n8n nodes. SMS Notifications: Add Twilio node for immediate HOT lead alerts to mobile devices. Troubleshooting Issue: Telegram approval not received Verify bot token is correct Confirm chat ID matches your Telegram account Check bot is not blocked Issue: Claude API errors Verify API key validity and credits Check prompt length isn't exceeding token limits Review rate limits on your Anthropic plan Issue: Gmail not sending Confirm app password (not regular password) is used Check "Less secure app access" if using older method Verify daily sending limits not exceeded Issue: Notion database not updating Confirm integration has access to database Verify property names match exactly (case-sensitive) Check property types align with data being sent Template Metrics Execution Time**: ~30-45 seconds per lead (including AI processing) API Calls**: 2-3 Claude requests per lead (classification + email generation, +1 if revision) Cost Estimate**: ~$0.05-0.15 per lead processed (based on Claude API pricing) Support & Community n8n Community Forum**: https://community.n8n.io Template Issues**: Report bugs or suggest improvements via n8n template feedback Claude Documentation**: https://docs.anthropic.com Notion API Docs**: https://developers.notion.com License This template is provided as-is under MIT license. Modify and adapt freely for your business needs. Version: 1.0 Last Updated: October 2025 Compatibility: n8n v1.0+ (Cloud & Self-Hosted), Claude API v2024-10+

Overview This comprehensive workflow transforms Excel spreadsheets into professional, AI-generated reports with automated analysis and insights. Whether you're dealing with financial data, customer tracking, sales metrics, inventory management, or any structured data in Excel format, this template leverages artificial intelligence to create detailed, actionable reports with visualizations and key findings. How It Works Automated Report Generation Pipeline: File Processing Trigger**: Workflow initiates when Excel files are uploaded through a web form or file system Data Extraction & Validation**: Automatically reads Excel sheets, validates data structure, and identifies key metrics AI-Powered Analysis**: Uses advanced language models to analyze data patterns, trends, and anomalies Report Generation**: Creates comprehensive reports with executive summaries, detailed analysis, and actionable recommendations Multi-Format Output**: Generates reports in various formats (PDF, HTML, Word) with embedded charts and visualizations Automated Distribution**: Sends completed reports via email or saves to designated cloud storage locations Setup Instructions Estimated Setup Time: 10-15 minutes Prerequisites n8n instance (v0.200.0 or higher) OpenAI/Claude API key for AI analysis Email service credentials (for report distribution) Cloud storage access (Google Drive, Dropbox, etc.) - optional Configuration Steps Configure File Input Trigger Set up webhook or file system trigger for Excel file uploads Configure accepted file formats (.xlsx, .xls, .csv) Add file size and validation checks Setup Data Processing Nodes Configure Excel file reader with sheet selection options Set up data validation and cleaning processes Define column mapping and data type recognition Configure AI Analysis Engine Add your AI service API credentials (OpenAI, Anthropic, etc.) Customize analysis prompts based on your data types Set up context-aware report generation parameters Setup Report Generation Configure report templates for different data types Set up chart generation and data visualization options Define output formats and styling preferences Configure Distribution Channels Set up email service for automated report delivery Configure cloud storage integration for report archiving Add notification systems for completion alerts Use Cases Financial Reporting Budget Analysis**: Analyze spending patterns and budget variance reports P&L Statements**: Generate profit and loss summaries with trend analysis Cash Flow Reports**: Create comprehensive cash flow analysis with forecasting Expense Tracking**: Automated expense categorization and spending insights Sales & CRM Analytics Sales Performance**: Generate sales team performance reports with KPIs Customer Analysis**: Create customer segmentation and lifetime value reports Lead Tracking**: Analyze conversion funnels and lead quality metrics Territory Management**: Regional sales analysis and market penetration reports Operations Management Inventory Reports**: Stock level analysis with reorder recommendations Project Tracking**: Progress reports with timeline and resource analysis Quality Metrics**: Performance dashboards with trend identification Resource Planning**: Capacity utilization and allocation reports HR & Administrative Employee Performance**: Generate comprehensive performance review reports Attendance Tracking**: Analyze attendance patterns and productivity metrics Training Records**: Skills gap analysis and training effectiveness reports Compliance Reporting**: Regulatory compliance status and audit reports Key Features Intelligent Data Recognition**: Automatically identifies data types and relationships Contextual Analysis**: AI provides industry-specific insights and recommendations Professional Formatting**: Clean, corporate-ready report layouts Interactive Visualizations**: Embedded charts, graphs, and data visualizations Executive Summaries**: AI-generated executive summaries highlighting key findings Trend Analysis**: Historical data comparison and future projections Anomaly Detection**: Automatically flags unusual patterns or outliers Multi-Language Support**: Generate reports in multiple languages Batch Processing**: Handle multiple files simultaneously Error Handling**: Robust error management with detailed logging Technical Requirements n8n instance with sufficient memory for Excel processing (minimum 2GB RAM recommended) AI service API access (OpenAI GPT-4, Claude, or similar) Email service (Gmail, Outlook, SendGrid, etc.) Optional: Cloud storage service credentials Stable internet connectivity for AI API calls Supported Data Types Financial Data**: Revenue, expenses, budgets, forecasts Sales Data**: Transactions, leads, customer information, pipeline data Operational Data**: Inventory, production metrics, quality scores HR Data**: Employee records, performance metrics, attendance Marketing Data**: Campaign metrics, conversion rates, ROI analysis Custom Data**: Any structured Excel data with clear column headers Output Options PDF Reports**: Professional PDF documents with embedded charts HTML Dashboards**: Interactive web-based reports Word Documents**: Editable Word reports with tables and charts Excel Summaries**: Enhanced Excel files with analysis sheets PowerPoint Presentations**: Executive presentation slides Advanced Features Custom Branding**: Add your company logo and branding to reports Scheduled Processing**: Set up automated report generation schedules Template Customization**: Create custom report templates for different data types Integration Ready**: Easy integration with existing business systems Audit Trail**: Complete logging of all processing steps and data changes Support & Troubleshooting For optimal performance, ensure your Excel files have clear column headers and consistent data formatting. The AI analysis works best with clean, well-structured data. For complex financial calculations, verify results against your existing systems during initial setup.

Instant, automated scheduling. This AI Scheduling Agent manages real-time appointments, availability checks, and rescheduling across Google Calendar and Sheets, eliminating human hold times. 🎯 Problem Statement Traditional call center or online booking systems often lack the flexibility to handle complex, multi-step customer requests like rescheduling, checking dynamic availability across multiple time slots, or handling context-aware conversational booking. This leads to friction, missed bookings, and high administrative overhead for service companies like HVAC providers. ✨ Solution This workflow deploys a sophisticated AI Scheduling Agent that acts as a virtual receptionist. It uses the Language Model's (LLM) "tool-use" capability to intelligently execute complex, sequential business logic (e.g., check availability before booking, find existing events before rescheduling) and manages the entire lifecycle of a service appointment, from initial inquiry to final confirmation. ⚙️ How It Works (Multi-Step Execution) Trigger: A customer request (e.g., from an external voice or text platform) hits the Webhook Trigger with intent details (e.g., tool\_request: 'reschedule\_appointment'). Agent Logic: The Receptionist Agent uses a strict system prompt and its internal tools to formulate an execution plan. It maintains conversational state via the simple-memory node. Tool Execution (Example: Reschedule): The Agent executes a predefined sequence of private tools: find\_old\_event: Locates the existing booking ID using the customer's email. check\_calendar: Verifies the proposed new time is available (2-hour window). reschedule\_appointment: Updates the calendar event. log\_lead: Updates the central Google Sheet. Synchronous Response: The Agent sends a confirmation or follow-up question via the respond\_to\_webhook node. Asynchronous Confirmation: The log\_lead action triggers a secondary workflow that composes a professional email via a second LLM (Anthropic) and sends it to the customer via Gmail, followed by an internal alert via Google Chat. 🛠️ Setup Steps Credentials: AI/LLM: Configure credentials for the Language Model used (OpenAI or Gemini) for the core Agent. Google Services: Set up OAuth2 credentials for Google Calendar (for booking/checking), Google Sheets (for logging), and Gmail (for customer confirmation). Google Calendar: Specify the technician's calendar ID (bhuvaneshx13@gmail.com in the template) in all Calendar nodes. Google Sheets: Create a new Google Sheet to serve as the Lead Log and update the Document ID and Sheet Name in the log\_lead and log\_lead\_trigger nodes. Tool Configuration: Review and customize the Agent's system prompt in the Receptionist node to align time zone rules (currently Asia/Kolkata - IST) and business hours (9:00 AM to 6:00 PM) with your operations. ✅ Benefits Increased Efficiency: Fully automates complex scheduling and rescheduling, freeing up human staff. Contextual Service: AI handles multi-turn conversations and adheres to strict business rules (e.g., 2-hour slots, maximum tool usage). Data Integrity: Ensures all bookings are immediately logged to Google Sheets, maintaining a centralized record (CRM). Professional Flow: Provides immediate confirmation to the customer via email and instant notification to the internal team via chat. 🚀 Other Use Cases The underlying multi-step, tool-execution pattern is highly versatile and can be adapted for any service industry requiring complex, rules-based scheduling: Real Estate:** Scheduling property viewings (Check agent availability → Book viewing → Send directions). HVAC Services:** Managing maintenance and repair visits (Diagnose issue type → Match with qualified technician → Check part availability → Schedule visit → Send service confirmation). Medical/Dental:** Booking patient appointments (Check insurance eligibility → Check doctor availability → Book → Send pre-visit forms). Legal Services:** Intake for consultations (Collect client issue → Check specialist availability → Book → Send retainer agreement). Automotive Repair:** Scheduling service bays (Check bay and mechanic availability → Book → Update internal service board).

Automated Event Badge Generator Streamline your event registration process with this fully automated badge generation system. Perfect for conferences, seminars, corporate events, universities, and training programs. 🎯 What This Workflow Does Receives Registration Data via webhook (POST request) Validates & Sanitizes attendee information (email, name, role) Generates Unique QR Codes for each attendee with scannable IDs Creates Beautiful HTML Badges with gradient design and branding Converts to High-Quality PNG Images (400x680px) via HTMLCSStoImage API Logs Everything to Google Sheets for tracking and analytics Sends Personalized Emails with badge attachment and event instructions Handles Errors Gracefully with admin notifications ✨ Key Features Professional Badge Design**: Gradient purple background, attendee photos (initials), QR codes Automatic QR Code Generation**: Unique scannable codes for quick check-in Email Delivery**: Personalized HTML emails with download links Google Sheets Tracking**: Complete audit trail of all badge generations Error Handling**: Admin alerts when generation fails Scalable**: Process registrations one-by-one or in batches 🔧 Required Setup APIs & Credentials: HTMLCSStoImg API - Sign up at https://htmlcsstoimg.com Get API Key Gmail OAuth2 Connect your Gmail account Grant send permissions Google Sheets OAuth2 Create a tracking spreadsheet Add headers: Name, Email, Event, Role, Attendee ID, Badge URL, Timestamp Connect via OAuth2 Before Activation: Replace YOUR_GOOGLE_SHEETS_ID with your Google Sheet ID Replace admin@example.com with your admin email address Add all three credentials Test with sample data 📊 Use Cases Conferences & Seminars**: Generate badges for 100+ attendees Universities**: Student ID cards and event passes Corporate Events**: Employee badges with QR check-in Training Programs**: Course participant badges Workshops**: Professional badges with role identification Trade Shows**: Exhibitor and visitor badges 🎨 Customization Options Badge Design**: Modify HTML/CSS for custom branding, colors, logos QR Code Size**: Adjust dimensions for different use cases Email Template**: Personalize welcome message and instructions Role-Based Badges**: Different designs for VIP, Speaker, Staff, Attendee Multi-Event Support**: Handle multiple events with different templates 📈 What You'll Track Total badges generated Attendee names, emails, roles Badge image URLs for reprints Generation timestamps Event names and dates ⚡ Processing Time Average**: 5-8 seconds per badge Includes**: Validation, QR generation, HTML rendering, image conversion, logging, email 🔒 Security Features Email format validation Continue-on-fail error handling Admin notifications on failures Secure credential storage 💡 Pro Tips Use a dedicated Gmail account for automation Monitor HTMLCSStoImg API limits Create separate sheets for different events Archive old data periodically Set up webhook authentication for production 🚀 Getting Started Import this workflow Add the three required credentials Update Sheet ID and admin email Test with sample registration data Activate and integrate with your registration form Perfect for event organizers, HR teams, universities, and anyone managing events with 10-1000+ attendees!

Google Drive to FTP Transfer Workflow - Setup Guide Overview This n8n workflow automatically transfers files from Google Drive to an FTP server on a scheduled basis. It includes comprehensive logging, email notifications, and error handling. Features Automated Scheduling**: Runs every 6 hours (customizable) Manual Trigger**: Webhook endpoint for on-demand transfers File Filtering**: Supports specific file types and size limits Comprehensive Logging**: Detailed transfer reports saved to Google Drive Email Notifications**: HTML reports sent after each run Error Handling**: Graceful handling of failed transfers Batch Processing**: Files processed individually to prevent rate limits Prerequisites Before setting up this workflow, ensure you have: n8n instance running (self-hosted or cloud) Google Drive account with files to transfer FTP server with upload permissions Email service for sending reports (SMTP) Step-by-Step Setup Instructions 1. Google Drive API Setup 1.1 Create Google Cloud Project Go to Google Cloud Console Create a new project or select existing one Enable the Google Drive API: Navigate to "APIs & Services" → "Library" Search for "Google Drive API" Click "Enable" 1.2 Create OAuth2 Credentials Go to "APIs & Services" → "Credentials" Click "Create Credentials" → "OAuth client ID" Configure consent screen if prompted Choose "Web application" as application type Add your n8n instance URL to authorized redirect URIs: https://your-n8n-instance.com/rest/oauth2-credential/callback Note down the Client ID and Client Secret 1.3 Configure n8n Credential In n8n, go to "Credentials" → "Add Credential" Select "Google Drive OAuth2 API" Enter your Client ID and Client Secret Complete OAuth flow by clicking "Connect my account" Set credential ID as: your-google-drive-credentials-id 2. FTP Server Setup 2.1 FTP Server Requirements Ensure FTP server is accessible from your n8n instance Verify you have upload permissions Note the server details: Host/IP address Port (usually 21 for FTP) Username and password Destination directory path 2.2 Configure n8n FTP Credential In n8n, go to "Credentials" → "Add Credential" Select "FTP" Enter your FTP server details: Host: your-ftp-server.com Port: 21 (or your custom port) Username: your-ftp-username Password: your-ftp-password Set credential ID as: your-ftp-credentials-id 3. Email Setup (SMTP) 3.1 Choose Email Provider Configure SMTP settings for one of these providers: Gmail**: smtp.gmail.com, port 587, use App Password Outlook**: smtp-mail.outlook.com, port 587 Custom SMTP**: Your organization's SMTP server 3.2 Configure n8n Email Credential In n8n, go to "Credentials" → "Add Credential" Select "SMTP" Enter your SMTP details: Host: smtp.gmail.com (or your provider) Port: 587 Security: STARTTLS Username: your-email@example.com Password: your-app-password Set credential ID as: your-email-credentials-id 4. Workflow Configuration 4.1 Import Workflow Copy the workflow JSON from the artifact above In n8n, click "Import from JSON" Paste the workflow JSON and import 4.2 Update Credential References Google Drive nodes: Verify credential ID matches your-google-drive-credentials-id FTP node: Verify credential ID matches your-ftp-credentials-id Email node: Verify credential ID matches your-email-credentials-id 4.3 Customize Parameters FTP Server Settings (Upload to FTP node) { "host": "your-ftp-server.com", // Replace with your FTP host "username": "your-ftp-username", // Replace with your FTP username "password": "your-ftp-password", // Replace with your FTP password "path": "/remote/directory/{{ $json.validFiles[$json.batchIndex].name }}", // Update destination path "port": 21 // Change if using different port } Email Settings (Send Report Email node) { "sendTo": "admin@yourcompany.com", // Replace with your email address "subject": "Google Drive to FTP File Transfer - Report" } File Filter Settings (Filter & Validate Files node) In the JavaScript code, update these settings: const transferNotes = { settings: { maxFileSizeMB: 50, // Change maximum file size allowedExtensions: [ // Add/remove allowed file types '.pdf', '.doc', '.docx', '.txt', '.jpg', '.png', '.zip', '.xlsx' ], autoDeleteAfterTransfer: false, // Set to true to delete from Drive after transfer verifyTransfer: true // Keep true for verification } }; Google Drive Notes Storage (Upload Notes to Drive node) { "parents": { "parentId": "your-notes-folder-id" // Replace with actual folder ID from Google Drive } } 5. Schedule Configuration 5.1 Modify Schedule Trigger In the "Schedule Trigger" node, adjust the interval: { "rule": { "interval": [ { "field": "hours", "hoursInterval": 6 // Change to desired interval (hours) } ] } } Alternative schedule options: Daily**: "field": "days", "daysInterval": 1 Weekly**: "field": "weeks", "weeksInterval": 1 Custom cron**: Use cron expression for complex schedules 5.2 Webhook Configuration The webhook trigger is available at: POST https://your-n8n-instance.com/webhook/webhook-transfer-status Use this for manual triggers or external integrations. 6. Testing and Validation 6.1 Test Connections Test Google Drive: Run "Get Drive Files" node manually Test FTP: Upload a test file using "Upload to FTP" node Test Email: Send a test email using "Send Report Email" node 6.2 Run Test Transfer Activate the workflow Click "Execute Workflow" to run manually Monitor execution in the workflow editor Check for any error messages or failed nodes 6.3 Verify Results FTP Server**: Confirm files appear in destination directory Email**: Check you receive the transfer report Google Drive**: Verify transfer notes are saved to specified folder 7. Monitoring and Maintenance 7.1 Workflow Monitoring Execution History**: Review past runs in n8n interface Error Logs**: Check failed executions for issues Performance**: Monitor execution times and resource usage 7.2 Regular Maintenance Credential Renewal**: Google OAuth tokens may need periodic renewal Storage Cleanup**: Consider archiving old transfer notes Performance Tuning**: Adjust batch sizes or schedules based on usage 8. Troubleshooting 8.1 Common Issues Google Drive Authentication Errors: Verify OAuth2 credentials are correctly configured Check if Google Drive API is enabled Ensure redirect URI matches n8n instance URL FTP Connection Failures: Verify FTP server credentials and connectivity Check firewall settings allow FTP connections Confirm destination directory exists and has write permissions Email Delivery Issues: Verify SMTP credentials and server settings Check if email provider requires app-specific passwords Ensure sender email is authorized File Transfer Failures: Check file size limits in filter settings Verify allowed file extensions include your file types Monitor FTP server disk space 8.2 Debug Mode Enable debug mode by: Adding console.log statements in code nodes Using "Execute Workflow" with step-by-step execution Checking node outputs for data validation 9. Advanced Customizations 9.1 Additional File Filters Add custom filtering logic in the "Filter & Validate Files" node: // Example: Filter by modification date const isRecentFile = new Date(file.modifiedTime) > new Date(Date.now() - 7 * 24 * 60 * 60 * 1000); // Last 7 days // Example: Filter by folder location const isInSpecificFolder = file.parents && file.parents.includes('specific-folder-id'); 9.2 Enhanced Reporting Customize the email report template in "Send Report Email" node: 📊 File Transfer Report Summary Date: {{ new Date().toLocaleString('en-US') }} Success Rate: {{ Math.round((successfulTransfers / totalFiles) * 100) }}% 9.3 Integration with Other Services Add nodes to integrate with: Slack**: Send notifications to team channels Discord**: Post updates to Discord servers Webhook**: Trigger other workflows or systems Database**: Log transfers to MySQL, PostgreSQL, etc. 10. Security Considerations 10.1 Credential Security Use environment variables for sensitive data Regularly rotate FTP and email passwords Implement least-privilege access for service accounts 10.2 Network Security Use SFTP instead of FTP when possible Implement VPN connections for sensitive transfers Monitor network traffic for unusual patterns 10.3 Data Privacy Ensure compliance with data protection regulations Implement data retention policies for transfer logs Consider encryption for sensitive file transfers Support and Resources Documentation Links n8n Documentation Google Drive API Documentation n8n Community Forum Getting Help If you encounter issues: Check the troubleshooting section above Review n8n execution logs for error details Search the n8n community forum for similar issues Create a support ticket with detailed error information Note: Replace all placeholder values (URLs, credentials, IDs) with your actual configuration before running the workflow.