by JKingma
📄 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
by Vigh Sandor
Network Vulnerability Scanner (used NMAP as engine) with Automated CVE Report Workflow Overview This n8n workflow provides comprehensive network vulnerability scanning with automated CVE enrichment and professional report generation. It performs Nmap scans, queries the National Vulnerability Database (NVD) for CVE information, generates detailed HTML/PDF reports, and distributes them via Telegram and email. Key Features Automated Network Scanning**: Full Nmap service and version detection scan CVE Enrichment**: Automatic vulnerability lookup using NVD API CVSS Scoring**: Vulnerability severity assessment with CVSS v3.1/v3.0 scores Professional Reporting**: HTML reports with detailed findings and recommendations PDF Generation**: Password-protected PDF reports using Prince XML Multi-Channel Distribution**: Telegram and email delivery Multiple Triggers**: Webhook API, web form, manual execution, scheduled scans Rate Limiting**: Respects NVD API rate limits Comprehensive Data**: Service detection, CPE matching, CVE details with references Use Cases Regular security audits of network infrastructure Compliance scanning for vulnerability management Penetration testing reconnaissance phase Asset inventory with vulnerability context Continuous security monitoring Vulnerability assessment reporting for management DevSecOps integration for infrastructure testing Setup Instructions Prerequisites Before setting up this workflow, ensure you have: System Requirements n8n instance (self-hosted) with command execution capability Alpine Linux base image (or compatible Linux distribution) Minimum 2 GB RAM (4 GB recommended for large scans) 2 GB free disk space for dependencies Network access to scan targets Internet connectivity for NVD API Required Knowledge Basic networking concepts (IP addresses, ports, protocols) Understanding of CVE/CVSS vulnerability scoring Nmap scanning basics External Services Telegram Bot (optional, for Telegram notifications) Email server / SMTP credentials (optional, for email reports) NVD API access (public, no API key required but rate-limited) Step 1: Understanding the Workflow Components Core Dependencies Nmap: Network scanner Purpose: Port scanning, service detection, version identification Usage: Performs TCP SYN scan with service/version detection nmap-helper: JSON conversion tool Repository: https://github.com/net-shaper/nmap-helper Purpose: Converts Nmap XML output to JSON format Prince XML: HTML to PDF converter Website: https://www.princexml.com Version: 16.1 (Alpine 3.20) Purpose: Generates professional PDF reports from HTML Features: Password protection, print-optimized formatting NVD API: Vulnerability database Endpoint: https://services.nvd.nist.gov/rest/json/cves/2.0 Purpose: CVE information, CVSS scores, vulnerability descriptions Rate Limit: Public API allows limited requests per minute Documentation: https://nvd.nist.gov/developers Step 2: Telegram Bot Configuration (Optional) If you want to receive reports via Telegram: Create Telegram Bot Open Telegram and search for @BotFather Start a chat and send /newbot Follow prompts: Bot name: Network Scanner Bot (or your choice) Username: network_scanner_bot (must end with 'bot') BotFather will provide: Bot token: 123456789:ABCdefGHIjklMNOpqrsTUVwxyz (save this) Bot URL: https://t.me/your_bot_username Get Your Chat ID Start a chat with your new bot Send any message to the bot Visit: https://api.telegram.org/bot<YOUR_BOT_TOKEN>/getUpdates Find your chat ID in the response Save this chat ID (e.g., 123456789) Alternative: Group Chat ID For sending to a group: Add bot to your group Send a message in the group Check getUpdates URL Group chat IDs are negative: -1001234567890 Add Credentials to n8n Navigate to Credentials in n8n Click Add Credential Select Telegram API Fill in: Access Token: Your bot token from BotFather Click Save Test connection if available Step 3: Email Configuration (Optional) If you want to receive reports via email: Add SMTP Credentials to n8n Navigate to Credentials in n8n Click Add Credential Select SMTP Fill in: Host: SMTP server address (e.g., smtp.gmail.com) Port: SMTP port (587 for TLS, 465 for SSL, 25 for unencrypted) User: Your email username Password: Your email password or app password Secure: Enable for TLS/SSL Click Save Gmail Users: Enable 2-factor authentication Generate app-specific password: https://myaccount.google.com/apppasswords Use app password in n8n credential Step 4: Import and Configure Workflow Configure Basic Parameters Locate "1. Set Parameters" Node: Click the node to open settings Default configuration: network: Input from webhook/form/manual trigger timestamp: Auto-generated (format: yyyyMMdd_HHmmss) report_password: Almafa123456 (change this!) Change Report Password: Edit report_password assignment Set strong password: 12+ characters, mixed case, numbers, symbols This password will protect the PDF report Save changes Step 5: Configure Notification Endpoints Telegram Configuration Locate "14/a. Send Report in Telegram" Node: Open node settings Update fields: Chat ID: Replace -123456789012 with your actual chat ID Credentials: Select your Telegram credential Save changes Message customization: Current: Sends PDF as document attachment Automatic filename: vulnerability_report_<timestamp>.pdf No caption by default (add if needed) Email Configuration Locate "14/b. Send Report in Email with SMTP" Node: Open node settings Update fields: From Email: report.creator@example.com → Your sender email To Email: report.receiver@example.com → Your recipient email Subject: Customize if needed (default includes network target) Text: Email body message Credentials: Select your SMTP credential Save changes Multiple Recipients: Change toEmail field to comma-separated list: admin@example.com, security@example.com, manager@example.com Add CC/BCC: In node options, add: cc: Carbon copy recipients bcc: Blind carbon copy recipients Step 6: Configure Triggers The workflow supports 4 trigger methods: Trigger 1: Webhook API (Production) Locate "Webhook" Node: Path: /vuln-scan Method: POST Response: Immediate acknowledgment "Process started!" Async: Scan runs in background Trigger 2: Web Form (User-Friendly) Locate "On form submission" Node: Path: /webhook-test/form/target Method: GET (form display), POST (form submit) Form Title: "Add scan parameters" Field: network (required) Form URL: https://your-n8n-domain.com/webhook-test/form/target Users can: Open form URL in browser Enter target network/IP Click submit Receive confirmation Trigger 3: Manual Execution (Testing) Locate "Manual Trigger" Node: Click to activate Opens workflow with "Pre-Set-Target" node Default target: scanme.nmap.org (Nmap's official test server) To change default target: Open "Pre-Set-Target" node Edit network value Enter your test target Save changes Trigger 4: Scheduled Scans (Automated) Locate "Schedule Trigger" Node: Default: Daily at 1:00 AM Uses "Pre-Set-Target" for network To change schedule: Open node settings Modify trigger time: Hour: 1 (1 AM) Minute: 0 Day of week: All days (or select specific days) Save changes Schedule Examples: Every day at 3 AM: Hour: 3, Minute: 0 Weekly on Monday at 2 AM: Hour: 2, Day: Monday Twice daily (8 AM, 8 PM): Create two Schedule Trigger nodes Step 7: Test the Workflow Recommended Test Target Use Nmap's official test server for initial testing: Target**: scanme.nmap.org Purpose**: Official Nmap testing server Safe**: Designed for scanning practice Permissions**: Public permission to scan Important: Never scan targets without permission. Unauthorized scanning is illegal. Manual Test Execution Open workflow in n8n editor Click Manual Trigger node to select it Click Execute Workflow button Workflow will start with scanme.nmap.org as target Monitor Execution Watch nodes turn green as they complete: Need to Add Helper?: Checks if nmap-helper installed Add NMAP-HELPER: Installs helper (if needed, ~2-3 minutes) Optional Params Setter: Sets scan parameters 2. Execute Nmap Scan: Runs scan (5-30 minutes depending on target) 3. Parse NMAP JSON to Services: Extracts services (~1 second) 5. CVE Enrichment Loop: Queries NVD API (1 second per service) 8-10. Report Generation: Creates HTML/PDF reports (~5-10 seconds) 12. Convert to PDF: Generates password-protected PDF (~10 seconds) 14a/14b. Distribution: Sends reports Check Outputs Click nodes to view outputs: Parse NMAP JSON**: View discovered services CVE Enrichment**: See vulnerabilities found Prepare Report Structure**: Check statistics Read Report PDF**: Download report to verify Verify Distribution Telegram: Open Telegram chat with your bot Check for PDF document Download and open with password Email: Check inbox for report email Verify subject line includes target network Download PDF attachment Open with password How to Use Understanding the Scan Process Initiating Scans Method 1: Webhook API Use curl or any HTTP client and add "network" parameter in a POST request. Response: Process started! Scan runs asynchronously. You'll receive results via configured channels (Telegram/Email). Method 2: Web Form Open form URL in browser: https://your-n8n.com/webhook-test/form/target Fill in form: network: Enter target (IP, range, domain) Click Submit Receive confirmation Wait for report delivery Advantages: No command line needed User-friendly interface Input validation Good for non-technical users Method 3: Manual Execution For testing or one-off scans: Open workflow in n8n Edit "Pre-Set-Target" node: Change network value to your target Click Manual Trigger node Click Execute Workflow Monitor progress in real-time Advantages: See execution in real-time Debug issues immediately Test configuration changes View intermediate outputs Method 4: Scheduled Scans For regular, automated security audits: Configure "Schedule Trigger" node with desired time Configure "Pre-Set-Target" node with default target Activate workflow Scans run automatically on schedule Advantages: Automated security monitoring Regular compliance scans No manual intervention needed Consistent scheduling Scan Targets Explained Supported Target Formats Single IP Address: 192.168.1.100 10.0.0.50 CIDR Notation (Subnet): 192.168.1.0/24 # Scans 192.168.1.0-255 (254 hosts) 10.0.0.0/16 # Scans 10.0.0.0-255.255 (65534 hosts) 172.16.0.0/12 # Scans entire 172.16-31.x.x range IP Range: 192.168.1.1-50 # Scans 192.168.1.1 to 192.168.1.50 10.0.0.1-10.0.0.100 # Scans across range Multiple Targets: 192.168.1.1,192.168.1.2,192.168.1.3 Hostname/Domain: scanme.nmap.org example.com server.local Choosing Appropriate Targets Development/Testing: Use scanme.nmap.org (official test target) Use your own isolated lab network Never scan public internet without permission Internal Networks: Use CIDR notation for entire subnets Scan DMZ networks separately from internal Consider network segmentation in scan design Understanding Report Contents Report Structure The generated report includes: 1. Executive Summary: Total hosts discovered Total services identified Total vulnerabilities found Severity breakdown (Critical, High, Medium, Low, Info) Scan date and time Target network 2. Overall Statistics: Visual dashboard with key metrics Severity distribution chart Quick risk assessment 3. Detailed Findings by Host: For each discovered host: IP address Hostname (if resolved) List of open ports and services Service details: Port number and protocol Service name (e.g., http, ssh, mysql) Product (e.g., Apache, OpenSSH, MySQL) Version (e.g., 2.4.41, 8.2p1, 5.7.33) CPE identifier 4. Vulnerability Details: For each vulnerable service: CVE ID**: Unique vulnerability identifier (e.g., CVE-2021-44228) Severity**: CRITICAL / HIGH / MEDIUM / LOW / INFO CVSS Score**: Numerical score (0.0-10.0) Published Date**: When vulnerability was disclosed Description**: Detailed vulnerability explanation References**: Links to advisories, patches, exploits 5. Recommendations: Immediate actions (patch critical/high severity) Long-term improvements (security processes) Best practices Vulnerability Severity Levels CRITICAL (CVSS 9.0-10.0): Color: Red Characteristics: Remote code execution, full system compromise Action: Immediate patching required Examples: Log4Shell, EternalBlue, Heartbleed HIGH (CVSS 7.0-8.9): Color: Orange Characteristics: Significant security impact, data exposure Action: Patch within days Examples: SQL injection, privilege escalation, authentication bypass MEDIUM (CVSS 4.0-6.9): Color: Yellow Characteristics: Moderate security impact Action: Patch within weeks Examples: Information disclosure, denial of service, XSS LOW (CVSS 0.1-3.9): Color: Green Characteristics: Minor security impact Action: Patch during regular maintenance Examples: Path disclosure, weak ciphers, verbose error messages INFO (CVSS 0.0): Color: Blue Characteristics: No vulnerability found or informational Action: No action required, awareness only Examples: Service version detected, no known CVEs Understanding CPE CPE (Common Platform Enumeration): Standard naming scheme for IT products Used for CVE lookup in NVD database Workflow CPE Handling: Nmap detects service and version Nmap provides CPE (if in database) Workflow uses CPE to query NVD API NVD returns CVEs associated with that CPE Special case: nginx vendor fixed from igor_sysoev to nginx Working with Reports Accessing HTML Report Location: /tmp/vulnerability_report_<timestamp>.html Viewing: Open in web browser directly from n8n Click "11. Read Report for Output" node Download HTML file Open locally in any browser Advantages: Interactive (clickable links) Searchable text Easy to edit/customize Smaller file size Accessing PDF Report Location: /tmp/vulnerability_report_<timestamp>.pdf Password: Default: Almafa123456 (configured in "1. Set Parameters") Change in workflow before production use Required to open PDF Opening PDF: Receive PDF via Telegram or Email Open with PDF reader (Adobe, Foxit, Browser) Enter password when prompted View, print, or share Advantages: Professional appearance Print-optimized formatting Password protection Portable (works anywhere) Preserves formatting Report Customization Change Report Title: Open "8. Prepare Report Structure" node Find metadata object Edit title and subtitle fields Customize Styling: Open "9. Generate HTML Report" node Modify CSS in <style> section Change colors, fonts, layout Add Company Logo: Edit HTML generation code Add `` tag in header section Include base64-encoded logo or URL Modify Recommendations: Open "9. Generate HTML Report" node Find Recommendations section Edit recommendation text Scanning Ethics and Legality Authorization is Mandatory: Never scan networks without explicit written permission Unauthorized scanning is illegal in most jurisdictions Can result in criminal charges and civil liability Scope Definition: Document approved scan scope Exclude out-of-scope systems Maintain scan authorization documents Notification: Inform network administrators before scans Provide scan window and source IPs Have emergency contact procedures Safe Targets for Testing: scanme.nmap.org: Official Nmap test server Your own isolated lab network Cloud instances you own Explicitly authorized environments Compliance Considerations PCI DSS: Quarterly internal vulnerability scans required Scan all system components Re-scan after significant changes Document scan results HIPAA: Regular vulnerability assessments required Risk analysis and management Document remediation efforts ISO 27001: Vulnerability management process Regular technical vulnerability scans Document procedures NIST Cybersecurity Framework: Identify vulnerabilities (DE.CM-8) Maintain inventory Implement vulnerability management License and Credits Workflow: Created for n8n workflow automation Free for personal and commercial use Modify and distribute as needed No warranty provided Dependencies: Nmap**: GPL v2 - https://nmap.org nmap-helper**: Open source - https://github.com/net-shaper/nmap-helper Prince XML**: Commercial license required for production use - https://www.princexml.com NVD API**: Public API by NIST - https://nvd.nist.gov Third-Party Services: Telegram Bot API: https://core.telegram.org/bots/api SMTP: Standard email protocol Support For Nmap issues: Documentation: https://nmap.org/book/ Community: https://seclists.org/nmap-dev/ For NVD API issues: Status page: https://nvd.nist.gov Contact: https://nvd.nist.gov/general/contact For Prince XML issues: Documentation: https://www.princexml.com/doc/ Support: https://www.princexml.com/doc/help/ Workflow Metadata External Dependencies**: Nmap, nmap-helper, Prince XML, NVD API License**: Open for modification and commercial use Security Disclaimer This workflow is provided for legitimate security testing and vulnerability assessment purposes only. Users are solely responsible for ensuring they have proper authorization before scanning any network or system. Unauthorized network scanning is illegal and unethical. The authors assume no liability for misuse of this workflow or any damages resulting from its use. Always obtain written permission before conducting security assessments.
by WeblineIndia
Customer Feedback Loop Analyzer (n8n Automated Workflow) This workflow automates the process of collecting customer feedback from forms and emails, analyzes it using AI, classifies it by category and sentiment, logs it into Google Sheets, and routes it to the right communication channels like Slack or email. It closes the feedback loop efficiently by ensuring every review is categorized, tracked, and acted upon. Who’s it for Product managers wanting structured customer insights Customer support teams needing fast issue routing Engineering teams who want to be alerted to bugs quickly Growth & UX teams tracking feature requests and usability feedback Any business managing customer feedback at scale How it works Form submission trigger captures reviews submitted via customer review forms. Gmail trigger listens for new feedback emails. Extract details (Code node) parses sender details and extracts the actual review text. AI node (LLM) summarizes the feedback, determines sentiment, and classifies it (Bug, Feature Request, UX Issue, Other). Google Gemini (optional) provides advanced classification/summarization. Google Sheets node logs all structured feedback for historical tracking. Switch node routes feedback into separate flows by category. Slack node instantly notifies the team of critical feedback (e.g., Bugs). Email node sends reports to relevant stakeholders (e.g., Feature Requests to product managers). How to set up Import the workflow JSON into your n8n instance. Connect credentials for: Gmail (for receiving/sending feedback) Google Sheets (for logging reviews) Slack (for real-time team alerts) Configure your Google Sheet (columns for Date, Reviewer, Sentiment, Category, Feedback). Adjust the AI node prompt to reflect your team’s preferred categories. Set Slack channels and email recipients for notifications. Activate workflow. Requirements n8n (cloud or self-hosted) Gmail API access (OAuth2 connected in n8n) Google Sheets API access Slack webhook or OAuth connection (Optional) Google Gemini or another LLM integration How to customize Modify the AI prompt to classify into different categories (e.g., “Support Issue”, “Billing Problem”). Extend the Google Sheet schema to include product version, tags, or priority scores. Add a translation step if feedback is multilingual. Replace Slack notifications with Teams/Discord if needed. Connect to Jira or Trello to auto-create tasks for certain categories. Add-ons Sentiment-based alerts**: Trigger Slack notifications only if sentiment is negative. Monthly report generator**: Compile all feedback into a PDF and email it automatically. CRM integration**: Sync categorized feedback into HubSpot or Salesforce. Auto-response emails**: Acknowledge receipt of customer feedback via Gmail. Use Case Examples SaaS product team routes all Bug feedback directly to engineering Slack channel. UX team receives only “UX Issue” categorized feedback for design improvements. Marketing team logs Feature Requests into Google Sheets for roadmap prioritization. Customer support automatically responds with a thank-you email for all submissions. Common Troubleshooting | Issue | Possible Cause | Solution | | ------------------------ | ----------------------------------------- | ----------------------------------------------------- | | Workflow doesn’t trigger | Gmail/Form node not authenticated | Reconnect Gmail / check webhook form integration | | No data extracted | Code node parsing wrong field | Update regex/parsing logic to match email format | | AI classification fails | Invalid LLM credentials or quota exceeded | Reconnect LLM node / check usage limits | | Feedback not logged | Wrong Google Sheet ID or missing sharing | Verify Sheet ID and grant access to connected account | | Slack messages not sent | Invalid webhook or channel not found | Reconfigure Slack node with valid channel/webhook | | Email reports fail | Gmail OAuth token expired | Refresh Gmail credentials in n8n | Need Help? Our n8n automation experts at WeblineIndia can help you: Fine-tune the AI prompts for better categorization accuracy Build custom dashboards from your Google Sheet data Add multilingual feedback handling Connect to your ticketing system (Jira, Trello, Asana) for seamless issue tracking
by Genzi
Description A comprehensive real estate chatbot automation system that handles customer inquiries, property searches, and appointment scheduling through intelligent conversation flows and email processing. How it works? This template creates an end-to-end real estate automation system that handles customer inquiries from initial contact through appointment booking. 1. Customer Entry Point Webhook receives customer messages from chat interface Link detection checks if customer shared property URLs Smart routing - if property link found, fetch details immediately; otherwise proceed to chat 2. AI Content Processing Content filter (PRIORITY) - blocks non-real estate queries upfront Information extraction - scans messages for personal details and property requirements Human handoff detection - identifies requests for live agent assistance 3. Data Collection Phase Sequential gathering: Personal info (name → phone → email) then property needs Smart validation - phone format, email structure, budget parsing No redundancy - never asks for information already provided PostgreSQL storage - saves customer data and conversation memory 4. Property Search & Matching Database query filters properties by type, location, budget, availability Image enhancement - fetches property photos from media storage Results ranking - returns top 5 matches sorted by price 5. AI Response Generation GPT-4 formatting creates engaging, professional property listings Visual enhancement - includes property images and key details Personalized tone - acknowledges customer preferences 6. Appointment Automation Gmail monitoring - checks for appointment confirmations every hour Calendar integration - creates, updates, deletes appointments automatically Smart scheduling - checks availability, suggests alternatives for conflicts Email responses - sends confirmations and follow-ups Intelligence Features Context Awareness Remembers conversation history across sessions Builds complete customer profile progressively Maintains property preferences throughout interaction Smart Extraction Recognizes property types: HDB, Condo, Apartment Parses locations and MRT preferences automatically Handles various budget formats (SGD 2,500, $2500, etc.) Identifies timeline requirements and citizenship status Professional Handoffs Detects human agent requests with keyword matching Collects complete customer context before transfer Sends structured handoff emails with all requirements Ensures smooth transition to live agents Technical Components AI Models OpenAI GPT-4 - Main conversation handling and response formatting GPT-4 Mini - Appointment processing and email management LangChain Memory - Conversation context retention Database Integration PostgreSQL - Customer data, property listings, conversation history Property search with multi-criteria filtering Media storage integration for property images Communication Channels Webhook API - Primary chat interface Gmail integration - Appointment confirmations and notifications Google Calendar - Automated scheduling and availability checking Setup Requirements Configure database - PostgreSQL with property and customer tables Set up integrations - Gmail, Google Calendar, OpenAI API Customize prompts - Adjust AI responses for your brand Test workflow - Verify end-to-end functionality Monitor performance - Track conversation success rates The system is designed to handle the complete customer journey from initial inquiry to scheduled property viewing, with intelligent automation reducing manual work while maintaining high service quality.
by Dariusz Koryto
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.
by Jitesh Dugar
AI-Powered Feedback Automation with PDF Reports & Team Notifications Transform customer feedback into actionable insights automatically with AI analysis, professional PDF reports, personalized emails, and real-time team notifications. Table of Contents Overview Features Demo Prerequisites Quick Start Configuration Usage Troubleshooting License Overview AI-Powered Feedback Automation is a complete, production-ready n8n workflow that automatically processes customer feedback submissions with artificial intelligence, generates beautiful branded PDF reports, sends personalized email responses, logs data for analytics, and notifies your team in real-time. What Problem Does This Solve? Manual feedback processing is time-consuming and inconsistent. This workflow eliminates all manual work by: Automatically analyzing** sentiment and extracting key insights using OpenAI Generating professional** PDF reports with custom branding Sending personalized** thank-you emails to customers Logging everything** to Google Sheets for analytics and reporting Notifying your team** instantly via Slack with actionable summaries Perfect For Product Teams** - Collect and analyze user feedback systematically Educational Institutions** - Process student/parent feedback efficiently Customer Support** - Track customer satisfaction and sentiment trends E-commerce** - Manage product reviews and customer suggestions Healthcare** - Collect patient feedback and satisfaction scores Event Management** - Gather attendee feedback post-event Consulting Firms** - Streamline client feedback collection Features AI-Powered Analysis Sentiment Classification** - Automatically categorizes feedback as Positive, Neutral, or Negative Key Highlights Extraction** - Identifies the most important points from customer comments Actionable Recommendations** - AI generates specific suggestions based on feedback Executive Summaries** - Creates concise 2-3 sentence overviews of each submission Professional Report Generation Beautiful PDF Reports** - Branded, professional documents with custom styling Visual Elements** - Star ratings, color-coded sentiment badges, organized sections Responsive Design** - Mobile-friendly and print-optimized layouts 30-Day Hosting** - PDF reports automatically hosted with expiration dates Automated Email Communications Personalized Messages** - Thank-you emails customized with customer name and feedback PDF Attachments** - Direct download links to full feedback reports Sentiment Indicators** - Color-coded visual feedback summaries Professional Templates** - Modern, responsive email designs Data Logging & Analytics Google Sheets Integration** - Automatic logging of all feedback submissions Complete Audit Trail** - Tracks submission IDs, timestamps, and processing status Analytics Ready** - Structured data perfect for dashboards and trend analysis Historical Records** - Permanent storage of all feedback data Team Notifications Slack Integration** - Real-time alerts to team channels Rich Formatting** - Structured messages with highlights and action items Direct Links** - Quick access to full PDF reports from Slack Thread Discussions** - Enable team conversations around feedback Robust Error Handling Email Validation** - Automatically checks and handles invalid email addresses Fallback Mechanisms** - Continues workflow even if email sending fails Data Cleaning** - Sanitizes and normalizes all input data Graceful Degradation** - AI parsing failures handled with intelligent fallbacks Demo Workflow Overview User Submits Feedback ↓ Data Cleaning & Validation ↓ AI Sentiment Analysis (OpenAI) ↓ HTML Report Generation ↓ PDF Conversion ↓ Email Validation ─┬─ Valid → Send Email └─ Invalid → Skip ↓ Log to Google Sheets ↓ Notify Team (Slack) ↓ Webhook Response Sample Input { "name": "Sarah Johnson", "email": "sarah@example.com", "rating": 4, "comments": "Great product! Delivery was a bit slow but customer service was helpful.", "suggestions": "Improve shipping speed and tracking updates." } Sample Output ✅ AI Analysis: "Positive" sentiment with 3 key highlights ✅ PDF Report: Professional 2-page document with branding ✅ Email Sent: Personalized thank-you message delivered ✅ Data Logged: New row added to Google Sheet ✅ Team Notified: Slack message with summary posted ✅ Webhook Response: 200 OK with submission details Prerequisites Required Services & Accounts n8n Instance (v0.220.0 or higher) Self-hosted or n8n Cloud Installation Guide OpenAI Account API key with GPT-3.5-turbo or GPT-4 access Sign Up Google Account (Gmail + Google Sheets) OAuth2 setup for Gmail API OAuth2 setup for Google Sheets API Setup Guide Slack Workspace Admin access to create apps or OAuth Bot token with chat:write and channels:read scopes Create Slack App HTML to PDF API Service GET at: PDFMunk API key required VerifiEmail API GET at: VerfiEmail API key required Quick Start 1. Import Template Option A: Import via URL Copy the workflow JSON URL and paste in n8n: Settings → Import from URL → [Paste URL] Option B: Import via File Download workflow.json In n8n: Workflows → Import from File Select the downloaded JSON file Click "Import" 2. Configure Credentials (5 minutes) Navigate to: Settings → Credentials and add: ✅ OpenAI API - Add API key from OpenAI dashboard ✅ Gmail OAuth2 - Connect and authorize your Gmail account ✅ Google Sheets OAuth2 - Use same Google account ✅ Slack OAuth2 - Install app to workspace and authorize ✅ HTML to PDF API - Add API key from your PDF service ✅ VerifiEmail API - Add API key from VerifiEmail dashboard 3. Create Google Sheet (2 minutes) Create a new Google Sheet named "Feedback Log" with these column headers: Submission ID | Timestamp | Name | Email | Rating | Sentiment | Comments | Suggestions | AI Summary | PDF URL | PDF Available Until | Email Sent 4. Configure Workflow (3 minutes) Open the imported workflow Click "Log Feedback Data" node Select your "Feedback Log" spreadsheet Click "Notify Team" node Select your Slack channel (e.g., #feedback) 5. Test & Activate (5 minutes) Execute the "Webhook" node to get test URL Send test POST request (see test data below) Verify all nodes execute successfully Check email, Google Sheet, and Slack Click "Active" toggle to enable workflow Total Setup Time: ~15-20 minutes Configuration Webhook Configuration The workflow receives feedback via POST webhook: URL Format: https://your-n8n-domain.com/webhook/feedback-submission Expected Payload: { "name": "string (required)", "email": "string (optional, validated)", "rating": "integer 1-5 (required)", "comments": "string (optional)", "suggestions": "string (optional)" } Usage Testing the Workflow Using Postman/Insomnia: Create new POST request URL: https://your-n8n-domain.com/webhook/feedback-submission Headers: Content-Type: application/json Body (raw JSON): { "name": "Test User", "email": "your-email@example.com", "rating": 5, "comments": "This is a test feedback submission. Everything works great!", "suggestions": "Maybe add more features in the future." } Send request Expected response (200 OK): { "success": true, "message": "Thank you for your feedback! We've sent you a detailed report via email.", "data": { "submissionId": "FB-1234567890123-abc123xyz", "name": "Test User", "email": "your-email@example.com", "rating": "5", "sentiment": "Positive", "emailSent": "true", "reportUrl": "https://generated-pdf-url.com/report.pdf", "reportAvailableUntil": "2025-11-10" } } Using cURL: curl -X POST https://your-n8n-domain.com/webhook/feedback-submission \ -H "Content-Type: application/json" \ -d '{ "name": "Sarah Johnson", "email": "sarah@example.com", "rating": 4, "comments": "Great product! Delivery was a bit slow but customer service was helpful.", "suggestions": "Improve shipping speed and tracking updates." }' Monitoring & Maintenance Daily: Check Slack for new feedback notifications Review Google Sheet for any anomalies Weekly: Verify workflow execution success rate Check OpenAI API usage and costs Review sentiment trends in Google Sheet Monthly: Analyze feedback patterns and trends Update AI prompts if needed Check PDF service usage limits Review and optimize workflow performance Best Practices Rate Limiting Monitor for spam submissions Add rate limiting to webhook if needed Use n8n's built-in throttling Data Privacy Ensure GDPR/privacy compliance Add data retention policies Implement data deletion workflow Error Handling Set up error notifications Create error logging workflow Monitor execution failures Performance Keep Google Sheet under 50,000 rows Archive old data quarterly Use database for high volume (1000+/month) Troubleshooting Common Issues Issue 1: Webhook Not Receiving Data Symptoms: Webhook node shows no executions Forms submit but nothing happens Solutions: ✅ Verify workflow is Active (toggle at top right) ✅ Check webhook URL is correct in form ✅ Test webhook with Postman/cURL first ✅ Check n8n logs for errors: Settings → Log Streaming ✅ Verify firewall/network allows incoming webhooks Issue 2: OpenAI Node Fails Symptoms: Error: "API key invalid" Error: "Insufficient credits" Node times out Solutions: ✅ Verify API key is correct and active ✅ Check OpenAI account has sufficient credits ✅ Check API usage limits: platform.openai.com/usage ✅ Increase node timeout in workflow settings ✅ Try with shorter feedback text Issue 3: PDF Not Generating Symptoms: "PDF generation failed" error Empty PDF URL 404 when accessing PDF Solutions: ✅ Verify PDF API key is valid ✅ Check API service status ✅ Verify HTML content is valid (test in browser) ✅ Check API usage limits/quota ✅ Try alternative PDF service Issue 4: Email Not Sending Symptoms: Gmail node shows error Email doesn't arrive "Permission denied" error Solutions: ✅ Re-authenticate Gmail OAuth2 credential ✅ Check email address is valid ✅ Check spam/junk folder ✅ Verify Gmail API is enabled in Google Console ✅ Check daily sending limits not exceeded ✅ Test with different email address Issue 5: Google Sheets Not Updating Symptoms: No new rows added "Spreadsheet not found" error Permission errors Solutions: ✅ Verify spreadsheet ID is correct ✅ Check sheet name matches exactly (case-sensitive) ✅ Verify column headers match exactly ✅ Re-authenticate Google Sheets credential ✅ Check spreadsheet isn't protected/locked ✅ Verify spreadsheet isn't full (limit: 10M cells) Issue 6: Slack Not Posting Symptoms: Slack node fails Message doesn't appear in channel "Channel not found" error Solutions: ✅ Verify bot is invited to channel: /invite @BotName ✅ Check bot has chat:write permission ✅ Re-authenticate Slack credential ✅ Verify channel ID is correct ✅ Check Slack workspace isn't on free plan limits ✅ Test with different channel Debugging Tips Enable Debug Mode Settings → Executions → Save execution progress Watch each node execute step-by-step Check Execution Logs Click on failed node View "Input" and "Output" tabs Check error messages Test Nodes Individually Click "Execute Node" on each node Verify output before proceeding Use Browser Console Open Developer Tools (F12) Check for JavaScript errors Monitor network requests Enable Verbose Logging For self-hosted n8n N8N_LOG_LEVEL=debug npm start 📄 License This template is licensed under the MIT License - see the LICENSE file for details.
by Cheng Siong Chin
Introduction Automate peer review assignment and grading with AI-powered evaluation. Designed for educators managing collaborative assessments efficiently. How It Works Webhook receives assignments, distributes them, AI generates review rubrics, emails reviewers, collects responses, calculates scores, stores results, emails reports, updates dashboards, and posts analytics to Slack. Workflow Template Webhook → Store Assignment → Distribute → Generate Review Rubric → Notify Slack → Email Reviewers → Prepare Response → Calculate Score → Store Results → Check Status → Generate Report → Email Report → Update Dashboard → Analytics → Post to Slack → Respond to Webhook Workflow Steps Receive & Store: Webhook captures assignments, stores data. Distribute & Generate: Assigns peer reviewers, AI creates rubrics. Notify & Email: Alerts via Slack, sends review requests. Collect & Score: Gathers responses, calculates peer scores. Report & Update: Generates reports, emails results, updates dashboard. Analyze & Alert: Posts analytics to Slack, confirms completion. Setup Instructions Webhook & Storage: Configure endpoint, set up database. AI Configuration: Add OpenAI key, customize rubric prompts. Communication: Connect Gmail, Slack credentials. Dashboard: Link analytics platform, configure metrics. Prerequisites OpenAI API key Gmail account Slack workspace Database or storage system Dashboard tool Use Cases University peer review assignments Corporate training evaluations Research paper assessments Customization Multi-round review cycles Custom scoring algorithms Benefits Eliminates manual distribution Ensures consistent evaluation
by Connor Provines
⚠️ Community Node Disclaimer This template uses the Apify LinkedIn Profile Scraper, which is a community node only available in self-hosted n8n installations. The LinkedIn scraping step is optional and can be removed for n8n Cloud compatibility. Who's it for Sales and marketing teams processing 20+ leads daily who need to eliminate manual research and focus reps on hot prospects. Perfect for B2B companies wanting to qualify inbound leads at scale using AI-powered enrichment and scoring. What it does This workflow automates lead qualification by enriching email addresses with firmographic data from People Data Labs, researching individuals and companies using Perplexity AI, scoring leads against your ICP criteria with Claude, and routing them to appropriate channels. Hot leads (8-10 score) get instant Slack alerts with personalized email drafts. Warm leads (5-7) go to a digest channel. Cold leads (0-4) log to your CRM only. Processing takes 30-60 seconds per lead versus 20 minutes manual research, costing $0.08-0.15 per lead. How it works The webhook receives an email address and optional name. Multiple enrichment sources run in parallel: PDL fetches contact and firmographic data, Perplexity researches the individual's recent activity and company developments, and optionally Apify scrapes their LinkedIn profile. All data merges into a complete profile. Claude AI scores the lead against your ICP rules stored in Google Docs, calculating points for company fit, title fit, buying signals, and timing. Based on the total score, leads route to three tiers with different handling. Hot leads trigger immediate Slack alerts and generate personalized email drafts using Gemini. All qualified leads optionally sync to your CRM. Requirements People Data Labs API (or Apollo/Clearbit alternative) Perplexity API Anthropic Claude API Google Docs for ICP rules Slack workspace Gmail account Optional: Apify for LinkedIn scraping (self-hosted only) Optional: HubSpot or other CRM Set up steps 1. Configure the webhook In the Webhook node, set your webhook path (default is "lead-intake"). Send POST requests with this JSON format: { "email": "lead@company.com", "name": "Optional Name" } 2. Add API credentials securely People Data Labs: In the PDL Enrich node, click "Credential for Header Auth" → Create new credential → Add header name X-Api-Key with your PDL API key as the value. This uses n8n's credential management instead of hardcoding keys. Perplexity: In both Individual Research and Company Research nodes, add your Perplexity API credentials. Anthropic: In the Anthropic Chat Model node, add your Claude API credentials. Slack: In both Slack nodes, set up OAuth2 and select your target channels. Hot and warm leads can route to different channels. Gmail: In the Send Hot Lead Email node, configure OAuth2 credentials. Google Docs: In the ICP & Use Case node, replace the documentURL with your Google Doc containing ICP scoring rules, then add OAuth2 credentials. Optional - Apify: In LinkedIn Profile Scraper node, add your Apify OAuth2 credentials from https://apify.com/curious_coder/linkedin-profile-scraper Optional - HubSpot: Enable the Upsert to HubSpot CRM node and add your credentials. Customize the customPropertiesValues array to match your fields. 3. Create your ICP rules document Create a Google Doc with this structure: COMPANY FIT (0-3 points): Company size: 50-500 employees = 3 points Industry: SaaS/Technology = 3 points Geography: North America = 3 points TITLE FIT (0-3 points): VP/C-level = 3 points Director = 2 points Manager = 1 point BUYING SIGNALS (0-2 points): Recent funding = 2 points New executive = 1 point TIMING (0-2 points): Urgent need = 2 points Copy the URL and paste it in the ICP & Use Case node's documentURL parameter. 4. Test the workflow Activate the workflow and send a test webhook. Monitor the execution to verify enrichment sources return data, AI scoring completes, routing works correctly, and notifications send to the right channels. How to customize Swap enrichment sources: Replace the PDL Enrich node with Apollo or Clearbit HTTP Request nodes. Update the Merge Enrichment Data node to parse the new response format. Adjust scoring thresholds: In the AI Agent node prompt, change the score ranges (currently 8-10 = hot, 5-7 = warm, 0-4 = cold) and add custom scoring factors like technology stack match or budget authority. Change routing: In the Route by Score node, add new output conditions for additional tiers like VIP or modify existing thresholds. Different notifications: Replace Slack nodes with Gmail or add Twilio nodes for SMS. Update the formatting nodes to create appropriate message templates. Use different AI models: Swap the Anthropic Chat Model with OpenAI for GPT-4 or replace the Gemini formatting nodes with Claude for consistency. Remove LinkedIn scraping: Delete the LinkedIn Profile Scraper node and adjust Merge All Sources to accept 4 inputs instead of 5 for n8n Cloud compatibility. Connect different CRMs: Replace the HubSpot node with Salesforce, Pipedrive, or other CRM nodes. Update the Format for CRM node's field mappings to match your CRM's structure.
by franck fambou
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.
by Growth AI
Automated project status tracking with Airtable and Motion Who's it for Project managers, team leads, and agencies who need to automatically monitor project completion status across multiple clients and send notifications when specific milestones are reached. What it does This workflow automatically tracks project progress by connecting Airtable project databases with Motion task management. It monitors specific tasks within active projects and triggers email notifications when key milestones are completed. The system is designed to handle multiple projects simultaneously and can be customized for various notification triggers. How it works The workflow follows a structured monitoring process: Data Retrieval: Fetches project information from Airtable (project names and Motion workspace IDs) Motion Integration: Connects to Motion API using HTTP requests to retrieve project details Project Filtering: Identifies only active projects with "Todo" status containing "SEO" in the name Task Monitoring: Checks for specific completed tasks (e.g., "Intégrer les articles de blog") Conditional Notifications: Sends email alerts only when target tasks are marked as "Completed" Database Updates: Updates Airtable with last notification timestamps Requirements Airtable account with project database Motion account with API access Gmail account for email notifications HTTP request authentication for Motion API How to set up Step 1: Configure your Airtable database Ensure your Airtable contains the following fields: Project names: Names of projects to monitor Motion Workspace ID: Workspace identifiers for Motion API calls Status - Calendrier éditorial: Project status field (set to "Actif" for active projects) Last sent - Calendrier éditorial: Timestamp tracking for notification frequency Email addresses: Client and team member contact information Step 2: Set up API credentials Configure the following authentication in n8n: Airtable Personal Access Token: For database access Motion API: HTTP header authentication for Motion integration Gmail OAuth2: For email notification sending Step 3: Configure Motion API integration Base URL: Uses Motion API v1 endpoints Project retrieval: Fetches projects using workspace ID parameter Task monitoring: Searches for specific task names and completion status Custom filtering: Targets projects with "SEO" in name and "Todo" status Step 4: Customize scheduling Default schedule: Runs daily between 10th-31st of each month at 8 AM Cron expression: 0 8 10-31 * * (modify as needed) Frequency options: Can be adjusted for weekly, daily, or custom intervals Step 5: Set up email notifications Configure Gmail settings: Recipients: Project managers, clients, and collaborators Subject line: Dynamic formatting with project name and month Message template: HTML-formatted email with professional signature Sender name: Customizable organization name How to customize the workflow Single project, multiple tasks monitoring To adapt for monitoring one project with several different tasks: Modify the filter conditions to target your specific project Add multiple HTTP requests for different task names Create conditional branches for each task type Set up different notification templates per task Multi-project customization Database fields: Add custom fields in Airtable for different project types Filtering logic: Modify conditions to match your project categorization Motion workspace: Support multiple workspaces per client Notification rules: Set different notification frequencies per project Alternative notification methods Replace or complement Gmail with: Slack notifications: Send updates to team channels Discord integration: Alert development teams SMS notifications: Urgent milestone alerts Webhook integrations: Connect to custom internal systems Teams notifications: Enterprise communication Task monitoring variations Multiple task types: Monitor different milestones (design, development, testing) Task dependencies: Check completion of prerequisite tasks Progress tracking: Monitor task progress percentages Deadline monitoring: Alert on approaching deadlines Conditional logic features Smart filtering system Active project detection: Only processes projects marked as "Actif" Date-based filtering: Prevents duplicate notifications using timestamp comparison Status verification: Confirms task completion before sending notifications Project type filtering: Targets specific project categories (SEO projects in this example) Notification frequency control Monthly notifications: Prevents spam by tracking last sent dates Conditional execution: Only sends emails when tasks are actually completed Database updates: Automatically records notification timestamps Loop management: Processes multiple projects sequentially Results interpretation Automated monitoring outcomes Project status tracking: Real-time monitoring of active projects Milestone notifications: Immediate alerts when key tasks complete Database synchronization: Automatic updates of notification records Team coordination: Ensures all stakeholders are informed of progress Email notification content Each notification includes: Project identification: Clear project name and context Completion confirmation: Specific task that was completed Calendar reference: Links to editorial calendars or project resources Professional formatting: Branded email template with company signature Action items: Clear next steps for recipients Use cases Agency project management Client deliverable tracking: Monitor when content is ready for client review Milestone notifications: Alert teams when phases complete Quality assurance: Ensure all deliverables meet completion criteria Client communication: Automated updates on project progress Editorial workflow management Content publication: Track when articles are integrated into websites Editorial calendar: Monitor content creation and publication schedules Team coordination: Notify writers, editors, and publishers of status changes Client approval: Alert clients when content is ready for review Development project tracking Feature completion: Monitor when development milestones are reached Testing phases: Track QA completion and deployment readiness Client delivery: Automate notifications for UAT and launch phases Team synchronization: Keep all stakeholders informed of progress Workflow limitations Motion API dependency: Requires stable Motion API access and proper authentication Single task monitoring: Currently tracks one specific task type per execution Email-only notifications: Default setup uses Gmail (easily expandable) Monthly frequency: Designed for monthly notifications (customizable) Project naming dependency: Filters based on specific naming conventions Manual configuration: Requires setup for each new project type or workspace
by Julian Kaiser
Automatically Scrape Make.com Job Board with GPT-5-mini Summaries & Email Digest Overview Who is this for? Make.com consultants, automation specialists, and freelancers who want to catch new client opportunities without manually checking the forum. What problem does it solve? Scrolling through forum posts to find jobs wastes time. This automation finds new postings, uses AI to summarize what clients need, and emails you a clean digest. How it works: Runs on schedule → scrapes the Make.com professional services forum → filters jobs from last 7 days → AI summarizes each posting → sends formatted email digest. Use Cases Freelancers: Get daily job alerts without forum browsing, respond to opportunities faster Agencies: Keep sales teams informed of potential clients needing Make.com expertise Job Seekers: Track contract and full-time positions requiring Make.com skills Detailed Workflow Scraping: HTTP module pulls HTML from the Make.com forum job board Parsing: Extracts job titles, dates, authors, and thread links Filtering: Only jobs posted within last 7 days pass through (configurable) AI Processing: GPT-5-mini analyzes each post to extract: Project type Key requirements Complexity level Budget/timeline (if mentioned) Email Generation: Aggregates summaries into organized HTML email with direct links Delivery: Sends via SMTP to your inbox Setup Steps Time: ~10 minutes Requirements: OpenRouter API key (get one here) SMTP credentials (Gmail, SendGrid, etc.) Steps: Import template Add OpenRouter API key in "OpenRouter Chat Model" node Configure SMTP settings in "Send email" node Update recipient email address Set schedule (recommended: daily at 8 AM) Run test to verify Customization Tips Change date range: Modify filter from 7 days to X days: {{now - X days}} Keyword filtering: Add filter module to only show jobs mentioning "API", "Shopify", etc. AI detail level: Edit prompt for shorter/longer summaries Multiple recipients: Add comma-separated emails in Send Email node Different AI model: Switch to Gemini or Claude in OpenRouter settings Team notifications: Add Slack/Discord webhook instead of email
by WeblineIndia
AI-Powered Deal Content Recommendation and Personalization (Zoho CRM + OpenAI + Gmail + n8n) This workflow automates personalized content recommendations for Zoho CRM deals by analyzing deal details, fetching relevant case studies and whitepapers and generating an AI-crafted email tailored to each prospect. It triggers when Zoho CRM sends a Deal ID to the n8n Webhook, processes contextual data, generates recommendations and emails the results automatically. 🚀 Quick Start: “5-Step Instant Setup” Import this workflow into n8n. Connect Zoho CRM workflow rule to the Webhook URL and pass the Deal ID. Add Zoho CRM, OpenAI and Gmail credentials in n8n. Update the API URLs for case studies and whitepapers. Activate the workflow and test by updating a deal stage in Zoho CRM. What It Does This workflow enables intelligent content automation by bridging Zoho CRM deal activity with AI-driven contextual recommendations. When a deal advances to a specific stage, Zoho CRM sends its Deal ID to the n8n Webhook. The workflow retrieves the complete deal details — including stage, amount, description, contact and account information — and uses them to determine the prospect’s needs. It then fetches two content datasets (case studies and whitepapers) from configured API endpoints. The combined dataset is structured and passed to an OpenAI model that analyzes the deal’s industry, pain points and stage to select the most relevant content. The AI generates an email draft featuring these recommendations, which is parsed and automatically delivered via Gmail. This eliminates manual research, speeds up sales follow-ups and ensures prospects receive focused and valuable resources at the right time. Who’s It For Sales teams working in Zoho CRM. Pre-sales and solution consultants. Marketing teams maintaining content libraries. CRM admins building smart sales workflows. Companies selling B2B products or services with long sales cycles. Requirements to Use This Workflow An active n8n instance (cloud or self-hosted) Zoho CRM OAuth2** credentials OpenAI API key** (for GPT-4o-mini or equivalent model) Gmail OAuth2** credentials Two API sources providing: Case studies Whitepapers A Zoho CRM workflow rule capable of sending Deal ID to the Webhook How It Works & How To Set Up 1. Configure the Webhook Trigger Copy the Webhook URL from n8n. In Zoho CRM → Workflow Rules → Create Rule → choose “Deal Stage Updated.” Set Webhook to send the Deal ID to n8n. 2. Fetch Deal Details The workflow uses the Deal ID received from the Webhook to fetch deal data from Zoho CRM. Ensure your Zoho CRM credentials are connected in n8n. 3. Prepare Content API Configuration Open the “Set Content API Config” node. Replace placeholder URLs with your actual API endpoints for case studies and whitepapers. 4. Retrieve Content Assets The workflow queries your APIs and collects both datasets. This ensures updated, relevant assets are always used. 5. Structure All Data Deal information, case studies and whitepapers are merged into one contextual payload. This payload is optimized for the AI model. 6. Generate AI Recommendations The OpenAI node analyzes the complete dataset. It returns recommended case studies, recommended whitepapers and a personalized email draft. 7. Parse AI Output AI responses are parsed from code-block format into clean JSON for downstream usage. 8. Send the Email Gmail node sends the personalized email using the AI-generated content. Edit the recipient address as needed for production. How To Customize Nodes Deal Data Extraction Add or remove fields inside the “Extract Deal Context” node based on your CRM schema. Content API Sources Update URLs or switch to internal CMS, Airtable or Google Sheets. AI Prompt Customization Modify tone, selection logic or output formatting in the OpenAI node prompt. Email Delivery Replace Gmail with Outlook, Zoho Mail, SMTP or Slack notifications. Filtering Logic Add rule-based filtering before sending data to AI—for example, industry, region or deal size. Add-Ons & Enhancements Add Slack notifications for sales reps. Store AI recommendations in Zoho CRM Notes. Log outputs to Google Sheets for analytics. Add follow-up reminders using n8n Wait nodes. Add multi-language support. Expand with product brochures or pricing sheets. Use Case Examples Industry-Specific Nurturing Automatically send the best content based on a deal’s industry. ROI-Focused Prospects Provide ROI-driven case studies when deal description includes keywords like “cost”, “budget” or “ROI.” Accelerated Qualification Deliver targeted materials during the qualification stage to increase deal momentum. Sales Playbook Automation Map deal stages to recommended content without manual intervention. Dynamic Content Libraries Allow marketing teams to update content sources without touching the workflow. Troubleshooting Guide | Issue | Possible Cause | Solution | | ----------------------------------- | ---------------------------- | ----------------------------------------------- | | Workflow not triggering | Zoho CRM not calling Webhook | Re-check Webhook URL in Zoho CRM | | Deal data missing | Wrong field sent by Webhook | Ensure Zoho sends the correct Deal ID | | AI returns no JSON | Incorrect prompt format | Ensure prompt instructs AI to respond with JSON | | Email not sent | Gmail credential expired | Reconnect Gmail OAuth | | Case study or whitepaper list empty | API URL incorrect or offline | Verify API endpoints in configuration node | | Merge node missing inputs | One API failed | Check HTTP request nodes | Need Help? If you need assistance customizing this workflow, enhancing recommendation logic, integrating additional systems or building similar automation solutions, WeblineIndia is here to help. Our expert n8n workflow automation developers can extend this workflow with scoring models, personalization engines, CRM integrations and advanced AI features.