Workflow Templates

Transform proposal creation from hours to minutes - automatically generate beautifully designed PDF proposals from CRM data or form submissions, deliver them instantly via email, store in Google Drive, and notify your sales team - all without lifting a finger. What This Workflow Does Revolutionizes proposal management with automated generation, validation, and multi-channel delivery: Webhook-Triggered Automation** - Accepts proposal data from CRM deal updates, form submissions, or API calls Smart Data Validation** - Verifies required fields, validates email formats, calculates totals, and generates unique proposal numbers Company Branding Enrichment** - Automatically adds your logo, contact information, payment terms, and brand styling Professional HTML Generation** - Creates beautifully designed proposals with modern typography, responsive layouts, and branded colors HTML to PDF Conversion** - Transforms HTML into print-ready PDFs with custom margins and preserved styling Google Drive Storage** - Automatically saves PDFs to organized folders with proper naming conventions Automated Email Delivery** - Sends branded emails to clients with PDF attachments and professional messaging Slack Team Notifications** - Real-time alerts to sales team with proposal details and Drive links Itemized Pricing Tables** - Dynamic line items with automatic calculations for subtotals, discounts, and taxes Terms & Conditions Management** - Customizable payment terms, delivery timelines, and legal terms Multi-Currency Support** - Handles USD, EUR, INR, and other currencies with proper symbols and formatting Proposal Number Generation** - Automatic sequential numbering with year-month-random format (PROP-202411-457) Key Features Data Validation Engine**: Validates all required fields including client information, project details, and line items before generation - preventing errors and ensuring professional output Dynamic Pricing Calculator**: Automatically calculates line item totals, subtotals, discounts, tax amounts, and final totals with proper currency formatting Responsive HTML Templates**: Professional proposal design that looks perfect on screen and in print with modern Inter font family, gradient backgrounds, and structured information cards Intelligent File Naming**: Generates descriptive filenames like "Proposal_PROP-202411-123_Acme_Corp.pdf" for easy organization and searchability Customizable Branding**: Easy company information updates including logo URLs, contact details, colors, and styling to match your brand identity Professional Email Templates**: Pre-written client-facing emails with key proposal highlights, call-to-action, and professional tone Real-Time Notifications**: Instant Slack alerts to sales team with proposal number, client details, total amount, and direct link to PDF Terms Flexibility**: Customizable payment terms (50% upfront, net-30, milestone-based), delivery timelines, and additional terms per proposal Client Information Cards**: Organized presentation of client details, company information, and contact data in visually appealing cards Validity Period Tracking**: Automatic 30-day validity period calculation with clear expiration dates on proposals Optional Field Handling**: Gracefully handles missing optional fields like client phone, address, or company logo Print-Optimized PDFs**: A4 format with proper margins (20mm top/bottom, 15mm sides) and background colors preserved for professional printing Perfect For B2B Service Companies** - Consulting firms, agencies, and professional services needing quick proposal turnaround SaaS Companies** - Software providers sending pricing proposals for custom implementations and enterprise deals Marketing Agencies** - Digital marketing, creative agencies, and media companies proposing campaigns and retainers Web Development Studios** - Design and development firms quoting website projects, apps, and custom software IT Service Providers** - Managed service providers, cloud consultants, and technology solution vendors Training & Coaching Businesses** - Corporate training providers, coaches, and consultants proposing programs Construction & Contractors** - Project-based businesses requiring detailed scope and pricing breakdowns Event Management Companies** - Event planners proposing packages with itemized services and costs Real Estate Developers** - Property developers presenting investment opportunities and partnership proposals Manufacturing Suppliers** - B2B manufacturers quoting custom orders with specifications and pricing What You Will Need Required Integrations HTML to PDF Service** - PDF conversion API (API key required) - supports services like HTML/CSS to PDF API, PDFShift, or similar providers Gmail or SMTP** - Email delivery service for sending proposals to clients (OAuth2 or SMTP credentials) Google Drive** - Cloud storage for PDF archival and sharing (OAuth2 credentials required) Optional Integrations Slack Webhook** - Team notifications (free incoming webhook) CRM Integration** - HubSpot, Pipedrive, Zoho CRM, or Salesforce for deal data enrichment Payment Gateway** - Stripe or PayPal links in proposals for instant payment acceptance E-signature Integration** - DocuSign or HelloSign for proposal acceptance workflow Calendar Integration** - Google Calendar or Calendly links for scheduling follow-up meetings Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure PDF Service - Add HTML to PDF API credentials in the "HTML to PDF" node Setup Gmail - Connect Gmail OAuth2 credentials in "Send a message" node and update sender email address Connect Google Drive - Add Google Drive OAuth2 credentials and set your preferred folder ID for proposal storage Customize Company Info - Edit "Enrich with Company Data" node to add your company name, address, email, phone, website, and logo URL Update Email Template - Modify email message in Gmail node with your company branding and messaging Configure Slack - (Optional) Add your Slack incoming webhook URL in "Notify Team" node Test Webhook - Use the test URL to submit sample proposal data and verify all nodes execute successfully Customize Styling - Adjust colors, fonts, and layout in "Generate Professional HTML" node CSS section Launch Workflow - Activate workflow and integrate webhook URL with your CRM or form submission tool Customization Options Custom Branding** - Replace default colors (#3b82f6 blue) with your brand colors throughout HTML template Logo Integration** - Add company logo URL or remove logo section to use company name text Payment Terms Library** - Create dropdown of standard payment term options (net-30, net-60, 50/50 split, milestone-based) Multi-Template Support** - Create different HTML templates for different service types or industries Conditional Sections** - Add/remove sections based on deal type (consulting vs product vs hybrid) Approval Workflow** - Insert manager approval step before sending to client Multi-Language Support** - Translate templates for international clients (Spanish, French, German, Hindi) Tax Calculation** - Add automatic tax calculation based on client location or tax rules Discount Rules** - Implement volume discounts, early payment discounts, or promotional pricing Project Timeline** - Add Gantt chart or milestone timeline visualization Case Studies** - Include relevant case study links or testimonials in proposals Video Integration** - Embed personalized video message or product demo links Competitor Comparison** - Add feature comparison tables against competitors ROI Calculator** - Include interactive ROI or savings calculator Follow-Up Automation** - Schedule follow-up emails if proposal not opened or responded to within X days Expected Results 90% time savings** - Reduce proposal creation from 2-3 hours to 5 minutes 100% consistency** - Eliminate formatting errors and brand inconsistencies across proposals 50% faster turnaround** - Send proposals within minutes of deal stage change or client request Zero manual filing** - Automatic organization in Google Drive with searchable filenames Instant team alignment** - Sales team immediately notified via Slack with all proposal details Professional presentation** - Beautifully designed proposals that elevate brand perception Reduced errors** - Data validation prevents missing information and calculation mistakes Better client experience** - Clients receive proposals instantly with clear terms and professional formatting Increased win rates** - Studies show professionally designed proposals increase close rates by 28% Scalable process** - Handle 10x proposal volume without adding staff or slowing down Use Cases Digital Marketing Agency Example Agency receives 15-20 proposal requests weekly. Account managers spend 3+ hours per proposal copying templates, updating pricing, and fixing formatting issues. Bottleneck causes delays and lost deals to faster competitors. Solution: Integrates workflow with Pipedrive CRM. When deal moves to "Proposal Requested" stage, webhook triggers. Account manager fills quick form with project scope and pricing. Workflow generates branded proposal in 3 minutes. Result: Proposal sent same day instead of 2-3 days later. Client impressed by speed and professionalism. Close rate increases from 32% to 47%. Agency wins additional $250,000 in annual revenue. Account managers save 40 hours monthly, reallocating time to client strategy. SaaS Company Example Sales team manually creates proposals in Google Docs for enterprise deals. Process takes 4-6 hours per proposal including pricing tables, terms negotiation, and approval routing. Proposals look different depending on who creates them. Solution: Implements workflow connected to HubSpot. When deal reaches "Proposal" stage, workflow auto-generates proposal using deal data. Pricing pulled from HubSpot line items. Manager approval added before sending. Result: Proposal generation time drops to 15 minutes. Brand consistency across all proposals. Sales velocity increases 65%. Deal size grows 23% due to professional presentation building enterprise confidence. Team closes 4 additional enterprise deals worth $180,000 ARR. Web Development Studio Example Studio loses deals because proposal turnaround takes 5-7 days. Prospects receive competing proposals faster and sign before studio's proposal arrives. Revenue growth stalled despite strong pipeline. Solution: Connects workflow to Airtable project intake form. When prospect completes project scope form, workflow instantly generates customized proposal with accurate pricing based on feature selections and complexity. Result: Proposals delivered in under 1 hour versus 5-7 days. Win rate increases from 18% to 41%. Studio captures 8 additional projects monthly worth $35,000. Client satisfaction scores improve as prospects appreciate speed and professionalism. IT Consulting Firm Example Consultants manually assemble proposals from disparate sources including technical specifications, staffing plans, and pricing spreadsheets. Format inconsistencies hurt credibility. Proposal errors cause scope creep and margin erosion. Solution: Builds workflow that pulls technical requirements from project planning tool, staffing from resource management system, and pricing from rate card database. All data flows into validated proposal template. Result: Proposal accuracy increases to 98% reducing change orders and scope disputes. Professional presentation wins 2 competitive bids against larger firms. Margin protection saves $75,000 annually. Proposal creation time reduced from 8 hours to 20 minutes per opportunity. Training Company Example Small team of 4 sends 30+ training proposals monthly. Founder spends 15+ hours weekly on proposal creation instead of business development. Revenue plateaus despite strong demand. Solution: Implements workflow triggered by Typeform submission after discovery calls. Prospects self-select training modules, duration, and delivery format. Workflow generates proposal with accurate pricing and timeline. Result: Founder reclaims 15 hours weekly for strategic activities. Team handles 3x proposal volume without hiring. Revenue increases 140% year-over-year. Client feedback highlights speed and professionalism. Referral rate increases as satisfied clients rave about seamless buying experience. Pro Tips Pre-fill Data from CRM** - Connect to HubSpot, Pipedrive, or Salesforce to auto-populate client information and pricing Create Proposal Templates by Service Type** - Maintain different HTML templates for consulting vs product vs retainer proposals Use Dynamic Pricing** - Connect to pricing database or spreadsheet to ensure rates stay current Add Expiration Logic** - Automatically follow up when proposals near expiration (25-day mark) Track Engagement** - Integrate with email tracking (Mailtrack, Yesware) to see when clients open proposals Version Control** - Add version numbers to proposals when re-sending with updates Personalization Variables** - Include prospect's name, company, and pain points throughout proposal Social Proof** - Add relevant case studies, testimonials, or client logos to proposals Clear Next Steps** - Include calendar link or specific call-to-action in email Follow-Up Sequences** - Build automated follow-up workflow (day 3, day 7, day 14 if no response) Proposal Analytics** - Track which proposals convert at highest rates and identify patterns Mobile Optimization** - Test proposal PDF readability on mobile devices Legal Review** - Have legal team review terms template annually A/B Test Formats** - Test different proposal layouts, pricing presentation styles, and email subject lines Quick Edits** - Build simple update form for minor proposal tweaks without regenerating entire document Business Impact Metrics Track these key metrics to measure workflow success: Proposal Creation Time** - Measure average minutes from request to sent (target: under 10 minutes) Proposal Volume** - Count monthly proposals generated through automation (expect 3-5x increase in capacity) Error Rate** - Track proposals with data errors or formatting issues (target: under 2%) Time to Delivery** - Monitor hours from opportunity creation to proposal in client inbox (target: same business day) Team Hours Saved** - Calculate monthly hours reclaimed from proposal automation (typical: 30-60 hours for 5-person sales team) Win Rate Impact** - Compare close rates before and after workflow implementation (expect 15-30% improvement) Average Deal Size** - Track if professional proposals increase deal values (typical: 10-20% increase) Brand Consistency Score** - Audit proposal quality and brand adherence (target: 95%+ consistency) Client Feedback** - Survey clients on proposal professionalism and clarity (target: 4.5/5 stars) Sales Velocity** - Measure days from opportunity to closed-won (expect 20-40% reduction in sales cycle) Template Compatibility Compatible with n8n version 1.0 and above Works with n8n Cloud and Self-Hosted instances Requires HTML to PDF API service subscription No coding required for basic setup Fully customizable for industry-specific requirements Mobile-friendly proposal output Multi-currency support built-in Ready to transform your proposal process? Import this template and start sending professional, beautifully designed proposals in minutes instead of hours - boosting your win rates and freeing your team to focus on selling!

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.

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

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!

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.

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

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

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

Try it out This n8n workflow template lets you chat with your Google Drive documents (.docx, .json, .md, .txt, .pdf) using OpenAI and Pinecone Assistant. It retrieves relevant context from your files in real time so you can get accurate, context-aware answers about your proprietary data—without the need to train your own LLM. What is Pinecone Assistant? Pinecone Assistant allows you to build production-grade chat and agent-based applications quickly. It abstracts the complexities of implementing retrieval-augmented (RAG) systems by managing the chunking, embedding, storage, query planning, vector search, model orchestration, reranking for you. Prerequisites A Pinecone account and API key A GCP project with Google Drive API enabled and configured Note: When setting up the OAuth consent screen, skip steps 8-10 if running on localhost An Open AI account and API key Setup Create a Pinecone Assistant in the Pinecone Console here Name your Assistant n8n-assistant and create it in the United States region If you use a different name or region, update the related nodes to reflect these changes No need to configure a Chat model or Assistant instructions Setup your Google Drive OAuth2 API credential in n8n In the File added node -> Credential to connect with, select Create new credential Set the Client ID and Client Secret from the values generated in the prerequisites Set the OAuth Redirect URL from the n8n credential in the Google Cloud Console (instructions) Name this credential Google Drive account so that other nodes reference it Setup Pinecone API key credential in n8n In the Upload file to assistant node -> PineconeApi section, select Create new credential Paste in your Pinecone API key in the API Key field Setup Pinecone MCP Bearer auth credential in n8n In the Pinecone Assistant node -> Credential for Bearer Auth section, select Create new credential Set the Bearer Token field to your Pinecone API key used in the previous step Setup the Open AI credential in n8n In the OpenAI Chat Model node -> Credential to connect with, select Create new credential Set the API Key field to your OpenAI API key Add your files to a Drive folder named n8n-pinecone-demo in the root of your My Drive If you use a different folder name, you'll need to update the Google Drive triggers to reflect that change Activate the workflow or test it with a manual execution to ingest the documents Chat with your docs! Ideas for customizing this workflow Customize the System Message on the AI Agent node to your use case to indicate what kind of knowledge is stored in Pinecone Assistant Change the top_k value of results returned from Assistant by adding "and should set a top_k of 3" to the System Message to help manage token consumption Configure the Context Window Length in the Conversation Memory node Swap out the Conversation Memory node for one that is more persistent Make the chat node publicly available or create your own chat interface that calls the chat webhook URL. Need help? You can find help by asking in the Pinecone Discord community, asking on the Pinecone Forum, or filing an issue on this repo.

This n8n template demonstrates how to automatically generate and publish blog posts using trending keywords, AI-generated content, and watermarked stock images. Use cases include maintaining an active blog with fresh SEO content, scaling content marketing without manual writing, and automating the full publishing pipeline from keyword research to WordPress posting. Good to know At time of writing, each AI content generation step will incur costs depending on your OpenAI pricing plan. Image search is powered by Pexels, which provides free-to-use stock images. The workflow also applies a watermark for branding. Google Trends data may vary by region, and results depend on availability in your selected location. How it works The workflow begins with a scheduled trigger that fetches trending keywords from Google Trends. The XML feed is converted to JSON and filtered for relevant terms, which are logged into a Google Sheet for tracking. One random keyword is selected, and OpenAI is used to generate blog content around it. A structured output parser ensures the text is clean and well-formatted. The system then searches Pexels for a matching image, uploads it, adds metadata for SEO, and applies a watermark. Finally, the complete article (text and image) is published directly to WordPress. How to use The schedule trigger is provided as an example, but you can replace it with other triggers such as webhooks or manual inputs. You can also customize the AI prompt to match your niche, tone, or industry focus. For higher volumes, consider adjusting the keyword filtering and batching logic. Requirements OpenAI account for content generation Pexels API key for stock image search Google account with Sheets for keyword tracking WordPress site with API access for publishing Customising this workflow This automation can be adapted for different use cases. Try adjusting the prompts for technical blogs, fashion, finance, or product reviews. You can also replace the image source with other providers or integrate your own media library. The watermark feature ensures branding, but it can be modified or removed depending on your needs.

Description This workflow automates compliance validation between a policy/procedure and a corresponding uploaded document. It leverages an AI agent to determine whether the content of the document aligns with the expectations outlined in the provided procedure or policy. How It Works Document Upload A document (e.g., PDF) is uploaded via an HTTP Request Webhook. The content is processed into vector embeddings using a Qdrant vector store and an embedding model. Procedure Submission A policy/procedure text and description are submitted via a second HTTP Request Webhook. These serve as the basis for evaluating the uploaded document. AI-Based Validation The AI agent receives: The uploaded document (via vector embeddings) The submitted procedure/policy text The description/context It returns a structured compliance analysis including: Summary of Compliance (sections that align with policy) Summary of Non-Compliance (gaps or missing elements) Supporting Text Citations (document evidence) Confidence Level (0–100 score based on evidence quality) Setup Instructions Pre-Conditions / Requirements An n8n instance running with access to: Qdrant (for vector storage) An embedding model (e.g., OpenAI, HuggingFace, or local model) Optional: Microsoft Graph or another storage system for document retrieval. Workflow Setup HTTP Request Node 1: Document Upload Accepts binary document files (PDF, DOCX, etc.). Extracts text, generates embeddings, and stores them in Qdrant. Returns a spDocumentId for reference. HTTP Request Node 2: Procedure Submission Accepts a JSON payload with: { "procedure": "Policy or procedure text", "description": "Brief context or objective", "spDocumentId": "ID of the uploaded document" } Links the procedure to the previously uploaded document. Order of Operations Step 1: Upload the document. Step 2: Submit the procedure referencing the same spDocumentId. Step 3: AI agent evaluates compliance and returns results. Example Input & Output Example Input: Document Upload (Webhook 1) Request: Binary file upload (example_policy.pdf) Response: { "spDocumentId": "12345" } Example Input: Procedure Submission (Webhook 2) { "procedure": "All financial records must be retained for 7 years.", "description": "Retention policy compliance validation", "spDocumentId": "12345" } Example Output: AI Compliance Validation { "compliance_summary": "The document includes a 7-year retention requirement for invoices and payroll records.", "non_compliance_summary": "No reference to retention of vendor contracts.", "citations": [ { "text": "Invoices will be stored for 7 years.", "page": 4 } ], "confidence": 87 }

A fully autonomous, HTX Spot Market AI Agent (Huobi AI Agent) built using GPT-4o and Telegram. This workflow is the primary interface, orchestrating all internal reasoning, trading logic, and output formatting. ⚙️ Core Features 🧠 LLM-Powered Intelligence: Built on GPT-4o with advanced reasoning ⏱️ Multi-Timeframe Support: 15m, 1h, 4h, and 1d indicator logic 🧩 Self-Contained Multi-Agent Workflow: No external subflows required 🧮 Real-Time HTX Market Data: Live spot price, volume, 24h stats, and order book 📲 Telegram Bot Integration: Interact via chat or schedule 🔄 Autonomous Runs: Support for webhook, schedule, or Telegram triggers 📥 Input Examples | User Input | Agent Action | | --------------- | --------------------------------------------- | | btc | Returns 15m + 1h analysis for BTC | | eth 4h | Returns 4-hour swing data for ETH | | bnbusdt today | Full day snapshot with technicals + 24h stats | 🖥️ Telegram Output Sample 📊 BTC/USDT Market Summary 💰 Price: $62,400 📉 24h Stats: High $63,020 | Low $60,780 | Volume: 89,000 BTC 📈 1h Indicators: • RSI: 68.1 → Overbought • MACD: Bearish crossover • BB: Tight squeeze forming • ADX: 26.5 → Strengthening trend 📉 Support: $60,200 📈 Resistance: $63,800 🛠️ Setup Instructions Create your Telegram Bot using @BotFather Add Bot Token in n8n Telegram credentials Add your GPT-4o or OpenAI-compatible key under HTTP credentials in n8n (Optional) Add your HTX API credentials if expanding to authenticated endpoints Deploy this main workflow using: ✅ Webhook (HTTP Request Trigger) ✅ Telegram messages ✅ Cron / Scheduled automation 🎥 Live Demo 🧠 Internal Architecture | Component | Role | | ------------------ | -------------------------------------------------------- | | 🔄 Telegram Trigger | Entry point for external or manual signal | | 🧠 GPT-4o | Symbol + timeframe extraction + strategy generation | | 📊 Data Collector | Internal tools fetch price, indicators, order book, etc. | | 🧮 Reasoning Layer | Merges everything into a trading signal summary | | 💬 Telegram Output | Sends formatted HTML report via Telegram | 📌 Use Case Examples | Scenario | Outcome | | -------------------------------------- | ------------------------------------------------------- | | Auto-run every 4 hours | Sends new HTX signal summary to Telegram | | Human requests “eth 1h” | Bot replies with real-time 1h chart-based summary | | System-wide trigger from another agent | Invokes webhook and returns response to parent workflow | 🧾 Licensing & Attribution © 2025 Treasurium Capital Limited Company Architecture, prompts, and trade report structure are IP-protected. No unauthorized rebranding permitted. 🔗 For support: Don Jayamaha – LinkedIn