Workflow Templates

Outbound Agent - AI-Powered Lead Generation with Natural Language Prospecting This n8n workflow transforms natural language queries into targeted B2B prospecting campaigns by combining Explorium's data intelligence with AI-powered research and personalized email generation. Simply describe your ideal customer profile in plain English, and the workflow automatically finds prospects, enriches their data, researches them, and creates personalized email drafts. DEMO Template Demo Credentials Required To use this workflow, set up the following credentials in your n8n environment: Anthropic API Type:** API Key Used for:** AI Agent query interpretation, email research, and email writing Get your API key at Anthropic Console Explorium API Type:** Generic Header Auth Header:** Authorization Value:** Bearer YOUR_API_KEY Used for:** Prospect matching, contact enrichment, professional profiles, and MCP research Get your API key at Explorium Dashboard Explorium MCP Type:** HTTP Header Auth Used for:** Real-time company and prospect intelligence research Connect to: https://mcp.explorium.ai/mcp Gmail Type:** OAuth2 Used for:** Creating email drafts Alternative options: Outlook, Mailchimp, SendGrid, Lemlist Go to Settings → Credentials, create these credentials, and assign them in the respective nodes before running the workflow. Workflow Overview Node 1: When chat message received This node creates an interactive chat interface where users can describe their prospecting criteria in natural language. Type:** Chat Trigger Purpose:** Accept natural language queries like "Get 5 marketing leaders at fintech startups who joined in the past year and have valid contact information" Example Prompts:** "Find SaaS executives in New York with 50-200 employees" "Get marketing directors at healthcare companies" "Show me VPs at fintech startups with recent funding" Node 2: Chat or Refinement This code node manages the conversation flow, handling both initial user queries and validation error feedback. Function:** Routes either the original chat input or validation error messages to the AI Agent Dynamic Input:** Combines chatInput and errorInput fields Purpose:** Creates a feedback loop for validation error correction Node 3: AI Agent The core intelligence node that interprets natural language and generates structured API calls. Functionality: Interprets user intent from natural language queries Maps concepts to Explorium API filters (job levels, departments, company size, revenue, location, etc.) Generates valid JSON requests with precise filter criteria Handles off-topic queries with helpful guidance Connected to MCP Client for real-time filter specifications AI Components: Anthropic Chat Model:** Claude Sonnet 4 for query interpretation Simple Memory:** Maintains conversation context (100 message window) Output Parser:** Structured JSON output with schema validation MCP Client:** Connected to https://mcp.explorium.ai/mcp for Explorium specifications System Instructions: Expert in converting natural language to Explorium API filters Can revise previous responses based on validation errors Strict adherence to allowed filter values and formats Default settings: mode: "full", size: 10000, page_size: 100, has_email: true Node 4: API Call Validation This code node validates the AI-generated API request against Explorium's filter specifications. Validation Checks: Filter key validity (only allowed filters from approved list) Value format correctness (enums, ranges, country codes) No duplicate values in arrays Proper range structure for experience fields (total_experience_months, current_role_months) Required field presence Allowed Filters: country_code, region_country_code, company_country_code, company_region_country_code company_size, company_revenue, company_age, number_of_locations google_category, naics_category, linkedin_category, company_name city_region_country, website_keywords has_email, has_phone_number job_level, job_department, job_title business_id, total_experience_months, current_role_months Output: isValid: Boolean validation status validationErrors: Array of specific error messages Node 5: Is API Call Valid? Conditional routing node that determines the next step based on validation results. If Valid:** Proceed to Explorium API: Fetch Prospects If Invalid:** Route to Validation Prompter for correction Node 6: Validation Prompter Generates detailed error feedback for the AI Agent when validation fails. This creates a self-correcting loop where the AI learns from validation errors and regenerates compliant requests by routing back to Node 2 (Chat or Refinement). Node 7: Explorium API: Fetch Prospects Makes the validated API call to Explorium's prospect database. Method:** POST Endpoint:** /v1/prospects/fetch Authentication:** Header Auth (Bearer token) Input:** JSON with filters, mode, size, page_size, page Returns:** Array of matched prospects with prospect IDs based on filter criteria Node 8: Pull Prospect IDs Extracts prospect IDs from the fetch response for bulk enrichment. Input:** Full fetch response with prospect data Output:** Array of prospect_id values formatted for enrichment API Node 9: Explorium API: Contact Enrichment Single enrichment node that enhances prospect data with both contact and profile information. Method:** POST Endpoint:** /v1/prospects/enrich Enrichment Types:** contacts, profiles Authentication:** Header Auth (Bearer token) Input:** Array of prospect IDs from Node 8 Returns: Contacts:** Professional emails (current, verified), phone numbers (mobile, work), email validation status, all available email addresses Profiles:** Full professional history, current role details, company information, skills and expertise, education background, experience timeline, job titles and seniority levels Node 10: Clean Output Data Transforms and structures the enriched data for downstream processing. Node 11: Loop Over Items Iterates through each prospect to generate individualized research and emails. Batch Size:** 1 (processes prospects one at a time) Purpose:** Enable personalized research and email generation for each prospect Loop Control:** Processes until all prospects are complete Node 12: Research Email AI-powered research agent that investigates each prospect using Explorium MCP. Input Data: Prospect name, job title, company name, company website LinkedIn URL, job department, skills Research Focus: Company automation tool usage (n8n, Zapier, Make, HubSpot, Salesforce) Data enrichment practices Tech stack and infrastructure (Snowflake, Segment, etc.) Recent company activity and initiatives Pain points related to B2B data (outdated CRM data, manual enrichment, static workflows) Public content (speaking engagements, blog posts, thought leadership) AI Components: Anthropic Chat Model1:** Claude Sonnet 4 for research Simple Memory1:** Maintains research context Explorium MCP1:** Connected to https://mcp.explorium.ai/mcp for real-time intelligence Output: Structured JSON with research findings including automation tools, pain points, personalization notes Node 13: Email Writer Generates personalized cold email drafts based on research findings. Input Data: Contact info from Loop Over Items Current experience and skills Research findings from Research Email agent Company data (name, website) AI Components: Anthropic Chat Model3:** Claude Sonnet 4 for email writing Structured Output Parser:** Enforces JSON schema with email, subject, message fields Output Schema: email: Selected prospect email address (professional preferred) subject: Compelling, personalized subject line message: HTML formatted email body Node 14: Create a draft (Gmail) Creates email drafts in Gmail for review before sending. Resource:** Draft Subject:** From Email Writer output Message:** HTML formatted email body Send To:** Selected prospect email address Authentication:** Gmail OAuth2 After Creation: Loops back to Node 11 (Loop Over Items) to process next prospect Alternative Output Options: Outlook:** Create drafts in Microsoft Outlook Mailchimp:** Add to email campaign SendGrid:** Queue for sending Lemlist:** Add to cold email sequence Workflow Flow Summary Input: User describes target prospects in natural language via chat interface Interpret: AI Agent converts query to structured Explorium API filters using MCP Validate: API call validation ensures filter compliance Refine: If invalid, error feedback loop helps AI correct the request Fetch: Retrieve matching prospect IDs from Explorium database Enrich: Parallel bulk enrichment of contact details and professional profiles Clean: Transform and structure enriched data Loop: Process each prospect individually Research: AI agent uses Explorium MCP to gather company and prospect intelligence Write: Generate personalized email based on research Draft: Create reviewable email drafts in preferred platform This workflow eliminates manual prospecting work by combining natural language processing, intelligent data enrichment, automated research, and personalized email generation—taking you from "I need marketing leaders at fintech companies" to personalized, research-backed email drafts in minutes. Customization Options Flexible Triggers The chat interface can be replaced with: Scheduled runs for recurring prospecting Webhook triggers from CRM updates Manual execution for ad-hoc campaigns Scalable Enrichment Adjust enrichment depth by: Adding more Explorium API endpoints (technographics, funding, news) Configuring prospect batch sizes Customizing data cleaning logic Output Destinations Route emails to your preferred platform: Email Platforms:** Gmail, Outlook, SendGrid, Mailchimp Sales Tools:** Lemlist, Outreach, SalesLoft CRM Integration:** Salesforce, HubSpot (create leads with research) Collaboration:** Slack notifications, Google Docs reports AI Model Flexibility Swap AI providers based on your needs: Default: Anthropic Claude (Sonnet 4) Alternatives: OpenAI GPT-4, Google Gemini Setup Notes Domain Filtering: The workflow prioritizes professional emails—customize email selection logic in the Clean Output Data node MCP Configuration: Explorium MCP requires Header Auth setup—ensure credentials are properly configured Rate Limits: Adjust Loop Over Items batch size if hitting API rate limits Memory Context: Simple Memory maintains conversation history—increase window length for longer sessions Validation: The AI self-corrects through validation loops—monitor early runs to ensure filter accuracy This workflow represents a complete AI-powered sales development representative (SDR) that handles prospecting, research, and personalized outreach with minimal human intervention.

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).

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/

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+

Transform month-end reporting from manual drudgery to automated intelligence - automatically pull P&L data from accounting systems, detect financial anomalies, generate AI-powered insights, calculate health scores, and distribute professional reports with conditional CFO review and smart team alerts. What This Workflow Does Revolutionizes financial reporting with intelligent automation, anomaly detection, and AI-powered analysis: Scheduled Monthly Automation** - Runs automatically on 1st of each month at 9 AM, eliminating manual trigger requirements Dual Period Data Fetching** - Pulls current and previous month P&L data from accounting systems for comparative analysis Automatic Period Calculation** - Intelligently calculates reporting dates for current month and comparison period Smart Data Validation** - Merges and validates financial data from multiple sources ensuring calculation accuracy Growth Rate Analysis** - Automatically calculates month-over-month growth for revenue, expenses, and net income Intelligent Anomaly Detection** - Flags revenue changes >20%, expense growth >15%, and budget variances >25% Financial Health Scoring** - Computes 0-100 health score based on profitability, growth, expenses, and anomaly count AI-Powered Executive Insights** - Generates CFO-level summaries, identifies top concerns, provides actionable recommendations Budget Variance Analysis** - Detailed tracking of budget vs actual with percentage variances by expense category Conditional CFO Review** - Routes reports with health scores <50 or 3+ anomalies through executive approval Professional Report Design** - Creates color-coded reports with health banners, metric cards, and anomaly alerts AI Insights Section** - Prominently displays executive summary, key insights, and recommended actions Anomaly Alert Display** - Visual severity badges (high/medium) with detailed anomaly descriptions Comparative P&L Statements** - Side-by-side current vs previous period with growth percentages PDF Conversion** - Transforms HTML into print-ready, board-presentation quality PDF reports Google Drive Archival** - Automatically saves reports to organized folders with searchable filenames by period Automated Email Distribution** - Sends reports to stakeholders (CEO, CFO, Board) with AI insights in email body Context-Aware Notifications** - Critical Slack alerts for health <60, standard notifications for healthy financials Multi-Currency Support** - Handles USD, EUR, GBP with proper currency symbols and formatting Fiscal Year Tracking** - Organizes reports by fiscal year with period identification and report ID tracking Key Features Proactive Anomaly Detection**: Automatically flags unusual financial patterns before they become major issues using configurable thresholds AI Financial Analysis**: GPT-4 generates executive summaries, identifies top 3 concerns, and provides 2-3 actionable recommendations Health Score Algorithm**: 0-100 scoring system weighing profitability (+20), revenue growth (+15), expense control (+10), and anomaly absence (+5) Smart Routing Logic**: Critical issues (health <50 or 3+ anomalies) trigger CFO review, healthy reports auto-distribute Visual Health Indicators**: Color-coded banners (green/yellow/red) instantly communicate financial status Severity-Based Alerts**: High-severity anomalies get urgent Slack notifications, normal reports get standard updates Comparative Analytics**: Side-by-side period comparison showing dollar amounts and percentage changes Budget Compliance Tracking**: Highlights categories over/under budget with color-coded variance indicators Automated Commentary**: AI-generated insights eliminate manual analysis and report writing Real-Time Data Integration**: Fetches live data from accounting APIs ensuring reports reflect latest financials Conditional Workflows**: Different paths for critical vs healthy financials ensuring appropriate oversight Professional Formatting**: Board-ready reports with company branding, metric dashboards, and executive summaries Perfect For CFO Offices** - Automated monthly reporting with AI insights for board presentations and investor updates Finance Departments** - Eliminate 4-6 hours of manual report creation and variance analysis Controllers** - Proactive budget monitoring with automatic anomaly detection and alerts Accounting Firms** - Scalable client reporting with AI-generated commentary and insights Private Equity** - Portfolio company monitoring with health scoring and automated distribution Investment Firms** - Standardized reporting across portfolio companies with comparative analytics Small Business Owners** - Executive-level insights without hiring a full-time CFO Nonprofit Organizations** - Board reporting with budget variance tracking for grants and donations Startups** - Investor updates with professional formatting and AI-powered analysis Corporate Finance Teams** - Monthly business reviews with automated data compilation and presentation What You Will Need Required Integrations Accounting System API** - QuickBooks, Xero, FreshBooks, or custom REST API for P&L data extraction (API credentials required) HTML to PDF API** - PDF conversion service (API key required) - approximately 1-5 cents per report OpenAI API** - GPT-4 access for AI insights generation (API key required) - approximately 5-10 cents per report Gmail or SMTP** - Email delivery service for distributing reports to stakeholders Google Drive** - Cloud storage for report archival and compliance record-keeping Optional Integrations Slack Webhook** - Finance team notifications with metrics and alert levels based on health scores CRM Integration** - Link to customer data for revenue attribution and customer segment analysis Data Warehouse** - Connect to Snowflake, BigQuery for consolidated multi-source reporting Business Intelligence Tools** - Export data to Tableau, Power BI for deeper trend analysis Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure Accounting API - Update "Fetch Current P&L" and "Fetch Previous P&L" nodes with your accounting system API endpoint and credentials Set Schedule - Adjust "Schedule Monthly" trigger if needed (default: 1st of month, 9 AM) Setup OpenAI - Add OpenAI API credentials to "AI Financial Insights" node for automated analysis Configure PDF Service - Add HTML to PDF API credentials in the "HTML to PDF" node Setup Gmail - Connect Gmail OAuth2 credentials and update sender email in "Send to Stakeholders" node Connect Google Drive - Add Google Drive OAuth2 credentials and set folder ID for report archival in "Save to Google Drive" node Customize Company Info - Edit "Prepare Report Data" node with your company name, logo URL, fiscal year, and prepared by information Configure Stakeholders - Update stakeholder list with actual recipient names and email addresses for automated distribution Set Anomaly Thresholds - Adjust detection thresholds in "Analyze Financial Data" node if your business requires different sensitivity levels Configure Slack - Add Slack webhook URLs in "Alert - Critical" and "Notify - Standard" nodes for team notifications Test Workflow - Run manually with sample data to verify API connections, calculations, AI insights, and PDF generation Monitor First Run - Check first automated execution on the 1st to ensure accounting data pulls correctly Customization Options Anomaly Thresholds** - Adjust revenue (default 20%), expense (default 15%), and variance (default 25%) sensitivity levels Health Score Weights** - Modify scoring algorithm bonuses for profitability, growth, expense control, and anomaly absence AI Prompt Engineering** - Customize AI instructions to focus on specific financial metrics or industry concerns Report Templates** - Create different HTML designs for monthly vs quarterly vs annual reports Multi-Department Reporting** - Generate separate reports for each business unit with department-specific budgets Custom Metrics** - Add industry-specific KPIs like EBITDA, burn rate, runway, CAC, LTV, ARR, MRR Chart Integration** - Add revenue trend charts, expense pie charts using Chart.js or D3.js libraries Drill-Down Links** - Embed links to detailed transaction reports in accounting system for deeper analysis Year-Over-Year Comparisons** - Extend to include YoY analysis alongside month-over-month comparisons Forecast Integration** - Add forecast vs actual comparisons with variance explanations and revised projections Cash Flow Statements** - Extend to include operating, investing, financing cash flows and balance sheet summaries Scenario Analysis** - Add best case, worst case, and expected case financial projections for decision modeling Multi-Currency Consolidation** - Aggregate financial data from international entities with exchange rate conversions Approval Workflows** - Add multi-level review and approval steps before distribution to board or investors Alert Escalation** - Configure progressive alerts to VP Finance, CFO, CEO based on severity and response time Expected Results 95% time savings** - Reduce monthly reporting from 4-6 hours to 15 minutes of automated execution 100% calculation accuracy** - Eliminate manual errors in growth rates, variances, and health scoring Proactive issue detection** - Identify financial anomalies on day 1 instead of discovering them mid-month Executive-level insights** - AI generates CFO-quality analysis without requiring finance expertise Faster decision making** - Stakeholders receive reports with actionable recommendations on 1st of month Improved oversight** - Conditional CFO review ensures critical issues get executive attention Reduced fire drills** - Anomaly detection prevents surprises in board meetings or investor calls Better budget control** - Immediate visibility into 25%+ variances enables faster corrective action Enhanced credibility** - AI-powered insights and professional reports improve stakeholder confidence Scalable intelligence** - Handle 10x more entities without additional analysts or manual work Compliance automation** - Automated archival with report IDs meets audit and regulatory requirements Strategic focus shift** - Finance team shifts from manual reporting to strategic planning and analysis Pro Tips Validate API Connections** - Test accounting system API calls before month-end to avoid production failures Customize AI Context** - Tailor AI prompts with your industry terminology and specific concerns for better insights Set Realistic Thresholds** - Adjust anomaly detection based on your business volatility and acceptable variance Review First AI Output** - Validate AI insights quality in first few runs and refine prompts as needed Schedule Buffer Time** - Run workflow after accounting close is complete to ensure data accuracy Test Alert Routing** - Verify CFO review emails trigger correctly for critical health scores Archive Systematically** - Organize Drive folders by fiscal year and report type for easy retrieval Monitor Health Trends** - Track health scores over time to identify improving or declining financial patterns Document Anomalies** - Keep log of flagged anomalies and corrective actions for continuous improvement Customize for Audience** - Different stakeholder lists for internal management vs board vs investors Version Control Reports** - Use report ID and timestamps in filenames for easy version tracking Benchmark Thresholds** - Compare your anomaly thresholds against industry standards and adjust accordingly Secure Sensitive Data** - Use encrypted email or secure portal for highly confidential financial reports Regular Threshold Review** - Quarterly review and adjust detection thresholds based on false positive rates AI Insight Validation** - Spot-check AI recommendations against CFO analysis to ensure quality Business Impact Metrics Track these key metrics to measure workflow success: Report Generation Time** - Average minutes from trigger to stakeholder inbox (target: under 15 minutes) Anomaly Detection Rate** - Percentage of financial issues flagged by workflow vs manually discovered (target: >80%) AI Insight Quality** - CFO rating of AI recommendations usefulness on 1-5 scale (target: 4+) Health Score Accuracy** - Correlation between health scores and actual financial performance outcomes False Positive Rate** - Percentage of flagged anomalies that were not actual issues (target: <20%) CFO Review Efficiency** - Time saved on critical issue analysis with pre-flagged anomalies and AI insights Distribution Timeliness** - Days after month close when stakeholders receive report (target: day 1) Finance Team Productivity** - Hours saved monthly on reporting and analysis (typical: 20-30 hours) Budget Adherence** - Improvement in staying within budget after implementing proactive variance alerts Decision Response Time** - Days from anomaly detection to management corrective action Report Accuracy** - Percentage of reports with calculation errors (target: 0%) Stakeholder Satisfaction** - Survey rating on report clarity, insights, and actionable recommendations (target: 4.5/5) Template Compatibility Compatible with n8n version 1.0 and above Works with n8n Cloud and Self-Hosted instances Requires OpenAI API access (GPT-4 recommended for best insights) Requires HTML to PDF API service subscription Requires accounting system with REST API (QuickBooks, Xero, FreshBooks, or custom) No coding required for basic setup Fully customizable for industry-specific requirements Integrates with major accounting platforms via API Multi-currency support built-in Supports monthly reporting cycles (extendable to quarterly/annual) Ready to transform your financial reporting? Import this template and start generating intelligent financial reports with AI-powered insights, automatic anomaly detection, health scoring, and conditional CFO review - freeing your finance team to focus on strategic decision-making instead of manual number-crunching and report writing!

Transform procurement from manual chaos to intelligent automation - AI-powered supplier selection analyzes urgency, cost, and delivery requirements to recommend optimal vendors, then automatically generates professional POs, manages approval workflows, and tracks delivery while maintaining complete audit trails. What This Workflow Does Revolutionizes purchase order management with AI-driven supplier optimization and automated procurement workflows: Webhook-Triggered Generation** - Automatically creates POs from inventory systems, manual requests, or threshold alerts Smart Data Validation** - Verifies item details, quantities, pricing, and calculates totals with tax and shipping AI Supplier Selection** - OpenAI agent analyzes order requirements and recommends optimal supplier based on multiple factors Intelligent Analysis** - AI considers urgency level, total value, item categories, delivery requirements, and cost optimization Multi-Supplier Database** - Maintains supplier profiles with contact details, payment terms, delivery times, and specializations Approval Workflow** - Routes high-value orders (>$5000) for management approval before supplier notification Professional PO Generation** - Creates beautifully formatted purchase orders with company branding and complete details AI Insights Display** - Shows supplier selection reasoning, cost optimization notes, and alternative supplier recommendations PDF Conversion** - Transforms HTML into print-ready, professional-quality purchase order documents Automated Email Distribution** - Sends POs directly to selected suppliers with all necessary attachments Google Drive Archival** - Automatically saves POs to organized folders with searchable filenames Procurement System Logging** - Records complete PO details, supplier info, and status in centralized system Delivery Tracking** - Monitors order status from placement through delivery confirmation Slack Team Notifications** - Real-time alerts to procurement team with PO details and AI recommendations Urgency Classification** - Prioritizes orders based on urgency (urgent, normal) affecting supplier selection Cost Optimization** - AI identifies opportunities for savings or faster delivery based on requirements Key Features AI-Powered Supplier Matching**: Machine learning analyzes order characteristics and recommends best supplier from database based on delivery speed, cost, and specialization Intelligent Trade-Off Analysis**: AI balances cost vs delivery time vs supplier capabilities to find optimal choice for specific order requirements Automatic PO Numbering**: Generates unique sequential purchase order numbers with format PO-YYYYMM-#### for tracking and reference Approval Threshold Management**: Configurable dollar thresholds trigger approval workflows for high-value purchases requiring management authorization Multi-Criteria Supplier Selection**: Considers urgency level, order value, item categories, delivery requirements, and historical performance Supplier Specialization Matching**: Routes technology orders to tech suppliers, construction materials to building suppliers, etc. Cost vs Speed Optimization**: AI recommends premium suppliers for urgent orders and budget suppliers for standard delivery timelines Alternative Supplier Suggestions**: Provides backup supplier recommendations in case primary choice is unavailable Real-Time Pricing Calculations**: Automatically computes line items, subtotals, taxes, shipping, and grand totals Payment Terms Automation**: Pulls supplier-specific payment terms (Net 30, Net 45, etc.) from supplier database Shipping Address Management**: Maintains multiple delivery locations with automatic address population Special Instructions Field**: Captures custom requirements, delivery notes, or handling instructions for suppliers Item Catalog Integration**: Supports product codes, descriptions, quantities, and unit pricing for accurate ordering Audit Trail Generation**: Complete activity log tracking PO creation, approvals, supplier notification, and delivery Status Tracking System**: Monitors PO lifecycle from creation through delivery confirmation with real-time updates Multi-Department Support**: Tracks requesting department for budget allocation and accountability Perfect For Retail Stores** - Automated inventory reordering when stock reaches threshold levels Manufacturing Companies** - Raw material procurement with delivery scheduling for production planning Restaurant Chains** - Food and supplies ordering with vendor rotation and cost optimization IT Departments** - Equipment purchasing with approval workflows for technology investments Construction Companies** - Materials procurement with urgency-based supplier selection for project timelines Healthcare Facilities** - Medical supplies ordering with compliance tracking and vendor management Educational Institutions** - Procurement for facilities, supplies, and equipment across departments E-commerce Businesses** - Inventory replenishment with AI-optimized supplier selection for margins Hospitality Industry** - Supplies procurement for hotels and resorts with cost control Government Agencies** - Compliant procurement workflows with approval chains and audit trails What You Will Need Required Integrations OpenAI API** - AI agent for intelligent supplier selection and optimization (API key required) HTML to PDF API** - PDF conversion service for professional PO documents (approximately 1-5 cents per PO) Gmail or SMTP** - Email delivery for sending POs to suppliers and approval requests Google Drive** - Cloud storage for PO archival and compliance documentation Optional Integrations Slack Webhook** - Procurement team notifications with PO details and AI insights Procurement Software** - ERP/procurement system API for automatic logging and tracking Inventory Management** - Connect to inventory systems for automated reorder triggers Accounting Software** - QuickBooks, Xero integration for expense tracking and reconciliation Supplier Portal** - Direct integration with supplier order management systems Approval Software** - Connect to approval management platforms for workflow automation Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure OpenAI - Add OpenAI API credentials for AI supplier selection agent Setup PDF Service - Add HTML to PDF API credentials in the HTML to PDF node Configure Gmail - Connect Gmail OAuth2 credentials and update sender email Connect Google Drive - Add Google Drive OAuth2 credentials and set folder ID for PO archival Customize Company Info - Edit company data with your company name, address, contact details Update Supplier Database - Modify supplier information in enrichment node with actual vendor details Set Approval Threshold - Adjust dollar amount requiring management approval ($5000 default) Configure Email Templates - Customize supplier email and approval request messages Add Slack Webhook - Configure Slack notification URL for procurement team alerts Test AI Agent - Submit sample order to verify AI supplier selection logic Test Complete Workflow - Run end-to-end test with real PO data to verify all integrations Customization Options Supplier Scoring Algorithm** - Adjust AI weighting for cost vs delivery speed vs quality factors Multi-Location Support** - Add multiple shipping addresses for different facilities or warehouses Budget Tracking** - Integrate departmental budgets with automatic budget consumption tracking Volume Discounts** - Configure automatic discount calculations based on order quantities Contract Compliance** - Enforce existing vendor contracts and preferred supplier agreements Multi-Currency Support** - Handle international suppliers with currency conversion and forex rates RFQ Generation** - Extend workflow to generate requests for quotes for new items Delivery Scheduling** - Integrate calendar for scheduled deliveries and receiving coordination Quality Tracking** - Add supplier performance scoring based on delivery time and quality Return Management** - Create return authorization workflows for defective items Recurring Orders** - Automate standing orders with scheduled generation Inventory Forecasting** - AI predicts reorder points based on historical consumption patterns Supplier Negotiation** - Track pricing history and flag opportunities for renegotiation Compliance Documentation** - Attach required certifications, insurance, or regulatory documents Multi-Approver Chains** - Configure complex approval hierarchies for different dollar thresholds Expected Results 90% time savings** - Reduce PO creation from 30 minutes to 3 minutes per order 50% faster supplier selection** - AI recommends optimal vendor instantly vs manual research Elimination of stockouts** - Automated reordering prevents inventory shortages 20-30% cost savings** - AI optimization identifies better pricing and supplier options 100% approval compliance** - No high-value orders bypass required approvals Zero lost POs** - Complete digital trail with automatic archival Improved supplier relationships** - Professional, consistent POs with clear requirements Faster order processing** - Suppliers receive clear POs immediately enabling faster fulfillment Better delivery predictability** - AI matches urgency to supplier capabilities reducing delays Reduced procurement overhead** - Automation eliminates manual data entry and follow-up Pro Tips Train AI with Historical Data** - Feed past successful orders to improve AI supplier recommendations Maintain Supplier Performance Scores** - Track delivery times and quality to enhance AI selection accuracy Set Smart Thresholds** - Adjust approval amounts based on department budgets and risk tolerance Use Urgency Levels Strategically** - Reserve "urgent" classification for true emergencies to optimize costs Monitor AI Recommendations** - Review AI reasoning regularly to validate supplier selection logic Integrate Inventory Triggers** - Connect to inventory systems for automatic PO generation at reorder points Establish Preferred Vendors** - Flag preferred suppliers in database for AI to prioritize when suitable Document Special Requirements** - Use special instructions field consistently for better supplier compliance Track Cost Trends** - Export PO data to analyze spending patterns and negotiation opportunities Review Alternative Suppliers** - Keep AI's alternative recommendations for backup when primary unavailable Schedule Recurring Orders** - Set up automated triggers for regular supply needs Centralize Receiving** - Use consistent ship-to addresses to simplify delivery coordination Archive Systematically** - Organize Drive folders by fiscal year, department, or supplier Test Approval Workflow** - Verify approval routing works before deploying to production Communicate AI Benefits** - Help procurement team understand AI recommendations build trust Business Impact Metrics Track these key metrics to measure workflow success: PO Generation Time** - Average minutes from request to supplier notification (target: under 5 minutes) Supplier Selection Accuracy** - Percentage of AI recommendations that meet delivery and cost expectations (target: 90%+) Approval Workflow Speed** - Average hours for high-value PO approvals (target: under 4 hours) Stockout Prevention** - Reduction in inventory shortages due to faster PO processing Cost Savings** - Percentage reduction in procurement costs from AI optimization (typical: 15-25%) Order Accuracy** - Reduction in PO errors requiring correction or cancellation Supplier On-Time Delivery** - Improvement in delivery performance from better supplier matching Procurement Productivity** - Number of POs processed per procurement staff member Budget Compliance** - Percentage of POs staying within approved departmental budgets Audit Readiness** - Time required to produce PO documentation for audits (target: under 5 minutes) Template Compatibility Compatible with n8n version 1.0 and above Requires OpenAI API access for AI agent functionality Works with n8n Cloud and Self-Hosted instances Requires HTML to PDF API service subscription No coding required for basic setup Fully customizable supplier database and selection criteria Integrates with major procurement and ERP systems via API Supports unlimited suppliers and product categories Scales to handle thousands of POs monthly Ready to transform your procurement process? Import this template and start generating intelligent purchase orders with AI-powered supplier selection, automated approval workflows, and complete procurement tracking - eliminating manual processes, preventing stockouts, and optimizing costs across your entire supply chain!

Introduction Automates scholarship tracking by scraping university sites, assessing eligibility via AI, and publishing results to WordPress or Slack. Eliminates manual searches for students, counselors, and education platforms, enabling scalable curation and timely notifications. How it Works Webhook triggers parallel scraping of NUS, NTU, SIT, SUTD → merge data → AI evaluates eligibility → aggregate qualified scholarships → generate summaries → post to WordPress/Slack → send email notifications with appeal options. Setup Steps Configure OpenAI credentials and eligibility prompt template Update HTTP requests with university URLs and selectors Add WordPress site URL and API credentials Create Slack webhook and notification channel Configure Gmail/SMTP for email notifications Workflow Webhook → Scrape 4 Universities (Parallel) → Merge Data → Prepare Context → AI Eligibility Check → Aggregate Results → Generate Summary → Check Status → Publish Slack/Email/WordPress → Handle Appeals Workflow Steps Scraping: Fetch scholarship pages from four universities simultaneously Merge: Combine data into a unified dataset AI Processing: Analyze eligibility criteria, deadlines against student profile Aggregation: Consolidate qualified scholarships with match scores Publishing: Post to WordPress, send Slack/email with results Appeals: Webhook handles rejection appeals with AI review Prerequisites OpenAI API key, WordPress site with REST API, Slack workspace with webhook, Gmail/SMTP credentials, student profile data (GPA, citizenship, major) Use Cases Counselors automating recommendations for 100+ students, financial aid offices aggregating departmental opportunities Customization Add universities (SMU, SUSS, international institutions), include government schemes (MOE, Edusave, Mendaki) Benefits Saves 10+ hours weekly per counselor, monitors 50+ scholarships automatically, provides AI eligibility matching (85%+ accuracy)

Android Feature Flag Cleanup Bot (GitLab + LaunchDarkly) This n8n automation detects unused (“dead”) feature flags in an Android Kotlin/Java codebase by comparing your GitLab repository code against LaunchDarkly’s feature flag list. It logs results in Google Sheets, creates Jira tickets for cleanup and sends Slack alerts automatically. Who’s it for Android engineering teams using Kotlin/Java. Teams managing feature flags in LaunchDarkly. DevOps/QA teams wanting to reduce technical debt from stale flags. How it works Weekly Trigger runs the process. GitLab Node fetches repository code. Regex Extraction finds all feature flags in code. LaunchDarkly API retrieves all configured flags. Comparison Logic marks flags as “dead” if unused in code and archived or off in production. Google Sheets stores flagged results. Jira creates a ticket for each dead flag. Slack notifies the team. How to set up Import JSON into n8n. Connect credentials for: GitLab OAuth2 Google Sheets Jira Slack webhook URL Update: GitLab repo details in the GitLab node. LaunchDarkly API key in HTTP Request node. Google Sheet ID in Google Sheets node. Jira project & issue type in Jira node. Slack message formatting in Slack node. Activate workflow. Requirements n8n** (self-hosted or cloud) GitLab repository with Kotlin/Java code LaunchDarkly account + API token Google Sheets API access Jira API access Slack incoming webhook How to customize Change regex pattern in “Detect flags” node if your flag naming convention differs. Adjust dead flag logic in “Find dead flags” node (e.g., treat test env separately). Modify Slack message to include more details (e.g., description from LaunchDarkly). Add email notifications for broader distribution. Add-ons Email Alerts** via Gmail/SMTP. GitHub / GitLab MR** to remove dead flags automatically. Confluence Integration** to document flag cleanup history. Use Case Examples Weekly automated cleanup alerts for large engineering teams. Maintaining clean feature flag lists in high-traffic apps. Compliance-driven projects requiring flag lifecycle tracking. Common troubleshooting | Issue | Possible Cause | Solution | | ------------------------------------ | --------------------------------------------- | -------------------------------------------------------- | | Workflow fails at GitLab node | Invalid repo path or missing OAuth scope | Update repo path & check GitLab OAuth permissions | | LaunchDarkly API request returns 401 | Invalid or expired API key | Generate a new API key in LaunchDarkly & update node | | Google Sheets node fails | Wrong Sheet ID or missing sharing permissions | Confirm Sheet ID and share with connected Google account | | Jira ticket not created | Missing required fields | Set project key, issue type, and summary in Jira node | | Slack alert not sent | Webhook URL invalid or revoked | Regenerate Slack webhook and update in node | Need Help? If you’d like, we can help set up and customize this workflow for your exact repo, flag rules and team notification preferences — including regex adjustments, extra reporting or adding automatic cleanup PRs. Contact our n8n automation team at WeblineIndia.

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

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.

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Overview Automate your email management with this n8n workflow that fetches, summarizes, and shares critical emails from your Gmail inbox. Designed for busy professionals, this workflow runs daily to extract important emails from the past 24 hours, summarizes key details (like credentials, OTPs, deadlines, and action items), converts the summary into a PDF, and sends it to your Discord channel for quick access. Key Features Scheduled Automation**: Triggers daily at 8 PM to process emails from the last 24 hours. Gmail Integration**: Retrieves emails labeled "INBOX" and "IMPORTANT" using secure OAuth2 authentication (no hardcoded API keys). Smart Email Parsing**: Extracts essential fields (subject, sender, and plain text) while cleaning up URLs, extra lines, and formatting for clarity. AI-Powered Summarization**: Uses OpenAI's GPT-4.1-mini to create concise plain text and markdown summaries, highlighting urgent actions with "[Action Required]". PDF Conversion**: Converts the markdown summary into a professional PDF using PDF.co API. Discord Notifications**: Shares the PDF via a Discord webhook for seamless team communication. Why Use This Workflow? Save time by automating email triage and focusing on what matters. Stay organized with clear, actionable summaries delivered to Discord. Securely handle sensitive data with proper credential management. Perfect for teams, freelancers, or anyone managing high email volumes. Setup Instructions Configure Gmail OAuth2 credentials for secure access. Set up PDF.co API and Discord webhook credentials. Customize the schedule or filters as needed. Activate and let the workflow handle your daily email summaries!

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. ✅